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Nonprofit · EIN 59-2559615

MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC

Tax-exempt · TAMPA, FL 33622

Financials

$51K$54K2023$53K$52K2024$65K$63K2025
Revenue Expenses · by fiscal year end
Financials of MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-EZ$64,806$62,664$2,142$7,988–$7,988
June 30, 2025990-EZ$53,415$52,229$1,186$5,846–$5,846
June 30, 2024990-EZ$50,624$54,481-$3,857$4,660–$4,660
Financial details: 990-EZ for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$0
Membership dues
$4,120
Program service revenue
$60,686
Investment income
$0

Expenses

Grants and similar amounts paid
$12,532
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$325
Printing, publications and postage
$226
Other expenses
$49,581

Balance sheet and other

Total assets, start of year
$5,846
Total assets, end of year
$7,988
Total liabilities, end of year
–
Net assets, end of year
$7,988
Cash, savings and investments
$7,988
Gross receipts
$64,806

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-EZ for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
STEVEN SCHERTZERPRESIDENT1$0
MEGAN THANASIDESPRESIDENT ELECT0.75$0
TRACE KUHNPAST PRESIDENT0.75$0
TARI ROJASTREASURER2$0
DAVID FINNEYINTERIM TREASURER2$0
990-EZ for the year ended June 30, 2025: 6 people
NameTitleHours / weekCompensation
TRACE KUHNPRESIDENT1$0
STEVEN SCHERTZERPRESIDENT ELECT0.75$0
STACEY VAN SCHENCKPAST PRESIDENT0.75$0
ELENA KATSULOS-SABBOUHVICE PRESIDENT0.75$0
DAVID FINNEYTREASURER2$0
STEVEN SCHERTZERSECRETARY0.75$0
990-EZ for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
STACEY VAN SCHENCKPRESIDENT1$0
TRACE KUHNPRESIDENT ELECT0.75$0
MARC AGUIARPAST PRESIDENT0.75$0
ELENA KATSULOS-SABBOUHVICE PRESIDENT0.75$0
KRISTIN SAKORATREASURER2$0
STEVEN SCHERTZERSECRETARY0.75$0

Address and contacts

Address (IRS master file)
PO BOX 21977, TAMPA, FL 33622-1977
Mailing address (990-N for 2020)
P O BOX 21977, TAMPA FL 336221977
Principal officer (990-N for 2020)
TINA GORDON, 5442 MILES BLVD, PORT RICHEY FL 34668
Signed the 990-EZ
DAVID FINNEY, TREASURER
Phone
(813) 758-5532
Return prepared by
RSC Accounting Services Inc

Mission

ASSOC. OF MORTGAGE BANKERS

990-EZ for the year ended June 30, 2026

Program accomplishments

  • EDUCATIONAL SEMINARS SPONSORED TO BENEFIT ALL MEMBERS
  • TAMPA CHILDRENS HOME; DONATION TO A NON-PROFIT ORPHANAGEAND ADOPTION AGENCY
  • SCHOLARSHIP - SPONSOR OF AN ANNUAL SCHOLARSHIP

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-EZ on file
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
59-2559615
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1988
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,988
Income (IRS master file)
$64,806

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2026$64,806$62,664$7,988XML
990-EZJune 2025$53,415$52,229$5,846XML
990-EZJune 2024$50,624$54,481$4,660XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-N for 2020
Officer: TINA GORDON
June 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: TINA GORDON
June 30, 2020≤ $50,000 receipts––e-Postcard
990-EZJune 2019–––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 59-2559615).

Questions about MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC

What is the EIN of MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC?
The employer identification number (EIN) of MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC is 59-2559615.
Is MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1988.
Are donations to MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY 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 MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
Who is the principal officer of MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC?
The 990-N for 2020 names TINA GORDON.
Who are the officers and directors of MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC?
The 990-EZ for the year ended June 30, 2026 lists 5 people; 0 received compensation from the organization.
How much revenue does MORTGAGE BANKERS ASSOCIATION OF TAMPA BAY INC have?
On its 990-EZ for the year ended June 30, 2026 it reported revenue of $64,806, expenses of $62,664 and total assets of $7,988 at year end.

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