2024-07-24T16:02:22-07:00 2023-10-31 830534566 Balarsky & Beebout CPAs 6920 Fair Oaks Blvd Ste 205 Carmichael CA 95608 990 2022-11-01 941701188 California Mortgage Bankers Association CALI 9164467100 3005 Douglas Blvd 108 Roseville CA 95661 Susan Milazzo CEO 2024-07-24 true Susan Milazzo 999009999 true Roger P Beebout CPA P02129578 9169212600 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Susan Milazzo 3005 Douglas Blvd 108 Roseville CA 95661 2627345 false X www.cmba.com X 1955 CA We represent residential and commercial real estate finance industry before all governing bodies. We encourage and promote sound business practices and honesty in marketing, origination, lending, and servicing of mortgage loans. 26 26 4 0 22000 0 3374882 2593513 3610 24626 2826 9206 3403318 2627345 0 0 669499 695500 0 0 2177306 2012714 2846805 2708214 556513 -80869 3753359 3664458 601986 593954 3151373 3070504 The California MBA serves to represent the residential and commercial real estate finance industry before all governing bodies. The California MBA encourages and promotes sound business practices and honesty in marketing, origination, lending, and servicing of mortgage loans through our educational and networking opportunities. false false 1924936 CMBA conducts educational seminars and meetings for and on behalf of its members. The Association's conferences and other events give participants a great opportunity to reach out to others in the industry and make lasting and valuable relationships, both professional and personal. With major annual conferences covering secondary marketing , loan servicing, and the commercial/multi family industry, one day conferences and workshops throughout the year and the Future Leaders Program, CMBA is committed to professional developments.CMBA monitors and analyzes legislation which may affect the mortgage banking industry. CMBA serves its membership by representing their legislative and regulatory interests before the California Legislature, the Governor's Office, the Department of Business Oversight, the Bureau of Real Estate and other regulatory agencies. CMBA also works closely with the Mortgage Bankers Association in Washington D.C. to provide support, guidance and expertise on federal issues impacting business in California. 1924936 false false false true false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false true false false true 11 0 true 4 true false false false false false false false false X 26 26 false false false false true true true true true false false false true false true true true true false false CA X CMBA 9164467100 3005 Douglas Blvd 108 Roseville CA 95661 Susan Milazzo CEO 40.00 0.00 X 290264 0 21060 Susan Wilfley Finance Manager 40.00 0.00 103377 0 5013 Jon Irvine Director 2.00 0.00 X 0 0 0 Nick Pabarcus Director 2.00 0.00 X 0 0 0 Laura Martell Director 2.00 0.00 X 0 0 0 John Hedlund Past Chair 2.00 0.00 X X 0 0 0 Gary Bechtel President, Comm 2.00 0.00 X X 0 0 0 Tom Gilliland Director 2.00 0.00 X 0 0 0 Cody Charfauros Director 2.00 0.00 X 0 0 0 Margarett Chiavini Director 2.00 0.00 X 0 0 0 Marlene Chaker Director 2.00 0.00 X 0 0 0 Paul Gigliotti Director 2.00 0.00 X 0 0 0 Mike Fontaine Director 2.00 0.00 X 0 0 0 AJ George Director 2.00 0.00 X 0 0 0 Kim Nichols Director 2.00 0.00 X 0 0 0 Rosalyn Hardy Director 2.00 0.00 X 0 0 0 Kevin Peranio Director 2.00 0.00 X 0 0 0 David Neylan Director 2.00 0.00 X 0 0 0 David Smyle Director 2.00 0.00 X 0 0 0 Brad Livingston Director 2.00 0.00 X 0 0 0 Ike Suri Director 2.00 0.00 X 0 0 0 Arvin Wijay Director 2.00 0.00 X 0 0 0 Bill Lowman Director 2.00 0.00 X 0 0 0 Tom Wight Director 2.00 0.00 X 0 0 0 Wes Iseley President, Res. 2.00 0.00 X X 0 0 0 Chuck Iverson Director 2.00 0.00 X 0 0 0 Andrew Mekjavich Chairman 2.00 0.00 X X 0 0 0 Jennifer Schachterle Secretary 2.00 0.00 X X 0 0 0 393641 26073 2 false true false KP Public Affairs 1201 K Street 800 Sacramento CA 95814 Legislative Advocacy 240000 1 0 Conference Registrations 611430 763748 763748 Conference Sponsorships 905950 905950 Membership Dues & Assessments 900099 647175 647175 Presidents Council 900099 197000 197000 Residential Exec Forum 900099 79640 79640 2593513 24626 24626 0 0 0 0 0 0 0 Miscellaneous 900099 9206 9206 9206 2627345 1687563 939782 0 0 0 0 345309 0 243348 27559 46206 33078 0 28179 52790 0 0 0 56661 170000 0 0 0 42656 4327 0 1126843 0 0 10229 7890 Legislative Advocacy 240000 Membership Meetings 71792 Credit Card Fees 56324 Board Meetings and Planning 42117 102906 2708214 0 0 0 2030854 1694659 1145046 1164832 0 112297 120820 0 0 0 0 424851 494529 162012 134972 33778 27040 0 0 0 6533 9924 152654 3753359 3664458 391807 187788 210179 240447 165719 601986 593954 X 3151373 3070504 3151373 3070504 3753359 3664458 -80869 X false true X true false 16320 16320 false CAMPAC 3005 Douglas Blvd 108 Roseville CA 95661 680461487 16320 199725 false false true 647175 64506 64506 168266 Part I-A, Line 1 - Direct and Indirect Political Campaign Activities CMBA was not directly or indirectly involved in any political campaign activities. 162012 134972 27040 27040 Operating Lease Liability 165719 165719 X Part X : FIN48 Footnote The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires the Association to report information regarding its exposure to various tax positions. The Association determines whether any tax positions have met the recognition threshold and measures the exposure to those tax positions. Management believes that the Association has adequately addressed all relevant tax positions and has determined that there are no unrecorded tax liabilties. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the Association would be recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements. X X false false false Susan Milazzo CEO 240822 49442 21060 311324 Form 990, Part VI, Section B, Line 11b Form 990 is prepared by a firm of certified public accountants, reviewed by management and each member of the executive committee. Any questions and comments are resolved prior to filing. Form 990, Part VI, Section B, Line 12c All board members are provided with a copy of the Association's Policies & Procedures. Compliance with the conflict of interest policy is self-policing, but if other board members become aware of a situation that warrants further investigation, it would be reported to the Executive Director. Form 990, Part VI, Section B, Line 15a The executive committee of the board of directors obtains comparable compensation information and evaluates the executive director's performance annually. Form 990, Part VI, Section B, Line 15b The executive director (key employee) has her compensation determined by the executive board (which is comprised of the officers of the board) and then approved by the full board of directors in an employment contract which is currently a three year term. Form 990, Part VI, Section C, Line 19 Form 990, governing documents and policies are available for public inspection at CMBA's business office. CAMPAC 3005 Douglas Blvd Suite 108 Roseville CA 95661 680461487 Political action committee CA 527 N/A false false false false false false false false false false false false false false true true false false false false