CALIFORNIA MORTGAGE BANKERS ASSOCIATION Charity Report

Public IRS 990 nonprofit record

CALIFORNIA MORTGAGE BANKERS ASSOCIATION

EIN 94-1701188 · Professional Athletic Leagues (N80)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $70.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders31 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.75%of revenue went to mission work70.7% of expenses · Program services

$100.03spent for every $100 of revenueSpending was higher than revenue this year.

$1.27in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $879 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $319,518 for SUSAN MILAZZO (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,755,745

Mission workProgram services$1,949,72770.75% of revenue70.7% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$2,756,624100.03% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 70.7% mission · 0.0% management · 0.0% fundraisingTotal expenses: 100.03% of revenue

2022Expense mix: 71.1% mission · 0.0% management · 0.0% fundraisingTotal expenses: 103.08% of revenue

2021Expense mix: 0.0% mission · 27.9% management · 0.0% fundraisingTotal expenses: 83.65% of revenue

2020Expense mix: 0.0% mission · 29.7% management · 0.0% fundraisingTotal expenses: 80.09% of revenue

2019Expense mix: 0.0% mission · 36.8% management · 0.0% fundraisingTotal expenses: 124.12% of revenue

2018Expense mix: 0.0% mission · 32.5% management · 0.0% fundraisingTotal expenses: 101.47% of revenue

Money in and money out

Revenue$2,755,745

Expenses$2,756,624

Annual shortfall $879 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,949,727 · 70.7% of expenses

See all reported dollar amounts

Revenue$2,755,745

Expenses$2,756,624

Assets$3,502,843

Income$2,755,745

Mission work (program services)$1,949,727

Accounting fees$55,169

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SUSAN MILAZZOCEO · 40 hrs/week $319,518Base $296,636 · Other $22,882

SUSAN WILFLEYFINANCE MANAGER · 40 hrs/week $110,394Base $100,570 · Other $9,824

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (31)

SUSAN MILAZZOCEO

SUSAN WILFLEYFINANCE MANAGER

KEVIN PERANIODIRECTOR

WES ISELEYCHAIR

TOM WIGHTDIRECTOR

TOM GILLILANDDIRECTOR

ROSALYN HARDYDIRECTOR

PAUL GIGLIOTTIDIRECTOR

NICK PABARCUSDIRECTOR

MIKE FONTAINEDIRECTOR

MARTY ALLREDDIRECTOR

MARLENE CHAKERDIRECTOR

MARK ULMERDIRECTOR

LAURA MARTELLDIRECTOR

KIM NICHOLSDIRECTOR

KEVIN WALLDIRECTOR

AJ GEORGEDIRECTOR

JON IRVINEDIRECTOR

JOHN HEDLUNDDIRECTOR

JENNIFER SCHACHTERLEPRESIDENT, RES.

JEFF WALSHDIRECTOR

IKE SURIDIRECTOR

GARY BECHTELPRESIDENT, COMM

DAVID SMYLEDIRECTOR

DAVID NEYLANDIRECTOR

CODY CHARFAUROSSECRETARY

CHUCK IVERSONDIRECTOR

CHRIS BOTSFORDDIRECTOR

BRAD LIVINGSTONDIRECTOR

ARVIN WIJAYDIRECTOR

ANDREW MEKJAVICHPAST CHAIR

About this charity

Recognized since: January 1957
Location: 3013 DOUGLAS BLVD STE 132, ROSEVILLE, CA 95661-3842
County: Placer
In care of: % SUSAN MILAZZO
Primary officer: Susan Milazzo, CEO

How to reach them

WebsiteVisit the charity’s website Emailadmin@suntendervaluations.com Phone(916) 446-7100

Filing and classification

Latest tax year: 2023
Tax period began: November 1, 2023
Return type: 990
Tax preparer: BALARSKY & BEEBOUT CPAS
NTEE classification: Professional Athletic Leagues (N80)
IRS tax category: Professional Athletic Leagues