Nonprofit · EIN 54-0755922
VIRGINIA MORTGAGE BANKERS ASSOC
Tax-exempt · GLEN ALLEN, VA 23060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $157,249 | $170,487 | -$13,238 | $225,364 | $33,042 | $192,322 |
| December 31, 2024 | 990 | $160,915 | $153,963 | $6,952 | $222,357 | $16,797 | $205,560 |
| December 31, 2023 | 990 | $155,824 | $153,142 | $2,682 | $223,050 | $24,442 | $198,608 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $60,863
- Membership dues
- $60,863
- Program service revenue
- $85,761
- Investment income
- $5,779
- Net income from fundraising events
- $4,846
- Other revenue
- $4,846
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,725
- Travel
- $3,319
Balance sheet and other
- Total assets, start of year
- $222,357
- Total assets, end of year
- $225,364
- Total liabilities, end of year
- $33,042
- Net assets, end of year
- $192,322
- Net assets without donor restrictions
- $192,322
- Gross receipts
- $172,353
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1964
- State of legal domicile
- VA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL WEST | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DOUG HUSTON | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| MICHAEL ULLMANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| SARAH B STEDFAST | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| STEVE ROCKEFELLER | TREASURER Trustee or director, Officer | 1 | $0 |
| MARY BETH BAKER CMB | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| TERRI DART BRADLEY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| KEVIN FILIBERTO | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| L NICOLE GRIFFIN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| GEORGE MATTHEWS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| ANDREW PRICE | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| SARAH DODSON | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| GEORGETTE HOUCHINS | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| ELLEN WILSON | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| SCOTT GREENWAY CMB | CENTRAL VA DIRECTOR Trustee or director | 1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSH KLEMMER | RICHMOND DIRECTOR Trustee or director | 1 | $0 |
| RYAN MUTTER | PENINSULA DIRECTOR Trustee or director | 1 | $0 |
| BRIAN ROTENBERRY | BLUE RIDGE DIRECTOR Trustee or director | 1 | $0 |
| HOLLY CROSS | TIDEWATER DIRECTOR Trustee or director | 1 | $0 |
| SCOTT WARD | NORTHERN VIRGINIA DIRECTOR Trustee or director | 1 | $0 |
| WALT LYONS | EXECUTIVE DIRECTOR Trustee or director, Officer | 28 | $0 |
| LINDA POND | FORMER PRESIDENT (LEFT 9/30) Trustee or director | 1 | $0 |
| BILL BALLENTINE | AT-LARGE DIRECTOR (LEFT 9/30) Trustee or director | 1 | $0 |
| KRISTI HARDY | AT-LARGE DIRECTOR (LEFT 9/30) Trustee or director | 1 | $0 |
| JULIA ROBERTS | AT-LARGE DIRECTOR (LEFT 9/30) Trustee or director | 1 | $0 |
| PATTI DICKERSON | ASSOCIATE DIRECTOR (LEFT 9/30) Trustee or director | 1 | $0 |
| PATRICK STEELE | TIDEWATER DIRECTOR (LEFT 9/30) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH B STEDFAST | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BILL WEST | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| DOUG HOUSTON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LINDA E POND | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| MICHAEL ULLMANN | TREASURER Trustee or director, Officer | 1 | $0 |
| WILL BALLENTINE | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| TERRI DART BRADLEY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| KEVIN FILIBERTO | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| KRISTI HARDY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| JULIA ROBERTS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| STEVE ROCKEFELLER | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| PATTI L DICKERSON | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| SARAH DODSON | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| GEORGETTE HOUCHINS | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| SCOTT GREENWAY CMB | CENTRAL VA DIRECTOR Trustee or director | 1 | $0 |
| JOSH KLEMMER | RICHMOND DIRECTOR Trustee or director | 1 | $0 |
| RYAN MUTTER | PENINSULA DIRECTOR Trustee or director | 1 | $0 |
| BRIAN ROTENBERRY | BLUE RIDGE DIRECTOR Trustee or director | 1 | $0 |
| PATRICK STEELE | TIDEWATER DIRECTOR Trustee or director | 1 | $0 |
| SCOTT WARD | NORTHERN VIRGINIA DIRECTOR Trustee or director | 1 | $0 |
| WALT LYONS | EXECUTIVE DIRECTOR Trustee or director, Officer | 28 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN A RUSSELL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SARAH B STEDFAST | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| BILL WEST | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LINDA E POND | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| DOUG HOUSTON | TREASURER Trustee or director, Officer | 1 | $0 |
| WILL BALLENTINE | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| TRACIE A GALLAHAN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| KRISTI HARDY | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| TODD MARTIN | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| JULIA ROBERTS | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| STEVE ROCKEFELLER | AT-LARGE DIRECTOR Trustee or director | 1 | $0 |
| PATTI L DICKERSON | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| SARAH DODSON | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| GEORGETTE HOUCHINS | ASSOCIATE DIRECTOR Trustee or director | 1 | $0 |
| BRIAN W HILL | TIDEWATER DIRECTOR Trustee or director | 1 | $0 |
| JEREMY P JORDAN | PENINSULA DIRECTOR Trustee or director | 1 | $0 |
| KEN MEXTORF | CENTRAL VA DIRECTOR Trustee or director | 1 | $0 |
| ANDREW PRICE | RICHMOND DIRECTOR Trustee or director | 1 | $0 |
| BRIAN ROTENBERRY | BLUE RIDGE DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL ULLMANN | NORTHERN VIRGINIA DIRECTOR Trustee or director | 1 | $0 |
| STEVE CHILTON | NONVOTING BOARD MEMBER Trustee or director | 1 | $0 |
| WALT LYONS | EXECUTIVE DIRECTOR Trustee or director, Officer | 28 | $0 |
Address and contacts
- Address (IRS master file)
- 4490 COX RD, GLEN ALLEN, VA 23060-3325
- Principal officer (990 for 2025)
- STACY K PUCKETT, 4490 COX RD, GLEN ALLEN, VA 23060
- Signed the 990
- STACY K PUCKETT, CFO
- Phone
- (804) 819-4727
- Website
- VIRGINIAMBA.ORG
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
Mission
TO REPRESENT THE MORTGAGE INDUSTRY AND PROVIDE SERVICES TO MEMBERS.
Program accomplishments
- THE VMBA ANNUAL CONVENTION BRINGS TOGETHER VIRGINIA MORTGAGE EXECUTIVES, LOAN ORIGINATORS, SERVICERS, AND ASSOCIATES WHO SERVE THE MORTGAGE INDUSTRY IN VIRGINIA. THE EVENT FEATURES AN AGENDA FULL OF RELEVANT INDUSTRY RELATED TOPICS AND AMPLE NETWORKING TIME.
- THE VMBA OFFERS ITS MEMBERS EDUCATIONAL OPPORTUNITIES WHICH INCREASE MORTGAGE BANKING KNOWLEDGE AND PROMOTE PROFESSIONALISM IN THE INDUSTRY.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 54-0755922
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $225,364
- Income (IRS master file)
- $172,353
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $157,249 | $170,487 | $225,364 | XML |
| 990 | December 2024 | $160,915 | $153,963 | $222,357 | XML |
| 990 | December 2023 | $155,824 | $153,142 | $223,050 | XML |
| 990 | December 2022 | $170,364 | $163,892 | $217,079 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 54-0755922).
Questions about VIRGINIA MORTGAGE BANKERS ASSOC
- What is the EIN of VIRGINIA MORTGAGE BANKERS ASSOC?
- The employer identification number (EIN) of VIRGINIA MORTGAGE BANKERS ASSOC is 54-0755922.
- Is VIRGINIA MORTGAGE BANKERS ASSOC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1964.
- Are donations to VIRGINIA MORTGAGE BANKERS ASSOC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VIRGINIA MORTGAGE BANKERS ASSOC 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 VIRGINIA MORTGAGE BANKERS ASSOC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VIRGINIA MORTGAGE BANKERS ASSOC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of VIRGINIA MORTGAGE BANKERS ASSOC?
- The 990 for the year ended December 31, 2025 names STACY K PUCKETT.
- Who are the officers and directors of VIRGINIA MORTGAGE BANKERS ASSOC?
- The 990 for the year ended December 31, 2025 lists 27 people; 0 received compensation from the organization.
- How much revenue does VIRGINIA MORTGAGE BANKERS ASSOC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $157,249, expenses of $170,487 and total assets of $225,364 at year end.
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