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Nonprofit · EIN 59-1673989

NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC

Also known as NAMB

Tax-exempt · PLANO, TX 75075

Financials

$2.1M$2.3M2022$1.9M$1.7M2023$1.9M$2.1M2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$1,930,902$2,129,987-$199,085$1,046,428$0$1,046,428
September 30, 2024990$1,852,546$1,690,104$162,442$1,411,977$9,068$1,402,909
September 30, 2023990$2,116,768$2,306,499-$189,731$1,412,842$0$1,412,842
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$698,749
Membership dues
$265,468
Program service revenue
$1,192,810
Investment income
$39,343
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$169,283
Salaries, compensation and benefits (total)
$182,890
Professional fundraising fees
$0
Legal fees
$65,309
Accounting fees
$19,708
Travel
$53,850
Program services (functional)
$1,692,268
Management and general (functional)
$437,719

Balance sheet and other

Total assets, start of year
$1,411,977
Total assets, end of year
$1,046,428
Total liabilities, end of year
$0
Net assets, end of year
$1,046,428
Net assets without donor restrictions
$1,046,428
Gross receipts
$1,930,902
Employees
2
Volunteers
20
Year formed
1973
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
VALERIE SAUNDERSCHIEF EXECUTIVE STRATEGIST
Officer
5$81,326
ROCKE ANDREWSCHIEF FINANCIAL OFFICER
Officer
5$19,750
JIM NABORSPRESIDENT
Trustee or director, Officer
20$18,750
KIMBER WHITEPRESIDENT - ELECT
Trustee or director, Officer
15$0
HARRY DINHAMIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
15$0
MIKE DESANTISVICE PRESIDENT
Trustee or director, Officer
10$0
ROSS MILLERTREASURER
Trustee or director, Officer
20$0
JEFF PARRYSECRETARY
Trustee or director, Officer
10$0
RAY EDWARDSDIRECTOR
Trustee or director
5$0
CATHY LEEDIRECTOR
Trustee or director
5$0
MIKE FARRELLDIRECTOR
Trustee or director
5$0
STEVE SCOTTDIRECTOR
Trustee or director
5$0
MARVIN HUDSONDIRECTOR
Trustee or director
5$0
LAUREN PATTERSONDIRECTOR
Trustee or director
5$0
990 for the year ended September 30, 2024: 13 people
NameTitleHours / weekCompensation
ERNEST JONES JRFORMER PRESIDENT
Former
0$22,500
VALERIE SAUNDERSPRESIDENT
Trustee or director, Officer
20$15,000
JIM NABORSPRESIDENT - ELECT
Trustee or director, Officer
15$0
ROCKE ANDREWSIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
15$0
KIMBER WHITEVICE PRESIDENT
Trustee or director, Officer
10$0
JEFF PERRYTREASURER
Trustee or director, Officer
20$0
MIKE DESANTISSECRETARY
Trustee or director, Officer
10$0
RAY EDWARDSDIRECTOR
Trustee or director
5$0
CATHY LEEDIRECTOR
Trustee or director
5$0
MIKE FARRELLDIRECTOR
Trustee or director
5$0
STEVE SCOTTDIRECTOR
Trustee or director
5$0
ROSS MILLERDIRECTOR
Trustee or director
5$0
LAUREN PATTERSONDIRECTOR
Trustee or director
5$0
990 for the year ended September 30, 2023: 12 people
NameTitleHours / weekCompensation
VALERIE SAUNDERSPRESIDENT
Trustee or director, Officer
20$60,000
JIM NABORSPRESIDENT - ELECT
Trustee or director, Officer
15$0
ROCKE ANDREWSIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
15$0
KIMBER WHITEVICE PRESIDENT
Trustee or director, Officer
10$0
JEFF PERRYTREASURER
Trustee or director, Officer
20$0
MIKE DESANTISSECRETARY
Trustee or director, Officer
10$0
RAY EDWARDSDIRECTOR
Trustee or director
5$0
CATHY LEEDIRECTOR
Trustee or director
5$0
MIKE FARRELLDIRECTOR
Trustee or director
5$0
STEVE SCOTTDIRECTOR
Trustee or director
5$0
ROSS MILLERDIRECTOR
Trustee or director
5$0
LAUREN PATTERSONDIRECTOR
Trustee or director
5$0

Address and contacts

Address (IRS master file)
2701 W 15TH ST STE 536, PLANO, TX 75075-7523
Signed the 990
KIMBER WHITE, PRESIDENT - ELECT
Phone
(505) 346-5468
Return prepared by
KHA ACCOUNTANTS PLLC

Mission

NAMB IS THE NATIONAL TRADE ASSOCATION FOR MORTGAGE PROFESSIONALS. THE ASSOCIATION OFFERS CERTIFICATION, EDUCATION, NATIONAL CONFERENCES AND LEGISLATIVE ADVOCACY FOR MORTGAGE PROFESSIONALS.

990 for the year ended September 30, 2025

Program accomplishments

  • CONFERENCES: NAMB'S OFFER UNIQUE OPPORTUNITIES TO DEVELOP PROFESSIONAL SKILLS, DISCOVER THE LATEST TECHNOLOGY, NETWORK WITH PEERS, AND MEET WITH THE LARGEST GATHERING OF LENDERS AND OTHER SUPPLIERS IN THE INDUSTRY.
    Expenses $1,315,334 · revenue $1,072,288
  • GOVERNMENT AFFAIRS REPRESENTATION: NAMB PROVIDES NAMB MEMBERS WITH THE OPPORTUNITY TO TRAVEL TO WASHINGTON DC AND MEET WITH THEIR REPRESENTATIVES AND SENATORS ON CAPITOL HILL.
    Expenses $238,861 · revenue $108,454
  • EDUCATION: THE NAMB EDUCATION PROGRAM PROVIDES EDUCATIONAL OPPORTUNITIES TO MORTGAGE PROFESSIONALS. THROUGH COURSES TAUGHT IN CLASSROOM SETTINGS AND ONLINE COURSES, NAMB CREATES CONTINUING EDUCATION FOR PROFESSIONALS THAT MUST MEET STATE LICENSING REQUIREMENTS AND THOSE INTERESTED IN FURTHERING THEIR KNOWLEDGE OF THEIR INDUSTRY.
    Expenses $132,481 · revenue $12,068
  • NAMB ROAD SHOWS
    Expenses $5,592

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
59-1673989
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1989
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,046,428
Income (IRS master file)
$1,930,902

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$1,930,902$2,129,987$1,046,428XML
990September 2024$1,852,546$1,690,104$1,411,977XML
990September 2023$2,116,768$2,306,499$1,412,842XML
990September 2022$2,152,300$1,651,841$1,702,763IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1673989).

Questions about NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC

What is the EIN of NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC is 59-1673989.
Is NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1989.
Are donations to NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who are the officers and directors of NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC?
The 990 for the year ended September 30, 2025 lists 14 people; 3 received compensation from the organization, the highest $81,326 (VALERIE SAUNDERS, CHIEF EXECUTIVE STRATEGIST).
How much revenue does NATIONAL ASSOCIATION OF MORTGAGE BROKERS INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $1,930,902, expenses of $2,129,987 and total assets of $1,046,428 at year end.

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