2022-10-11T14:17:34-05:00 2021-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2021-01-01 521293119 NATIONAL ASSOCIATION OF LOCAL HOUSING FINANCE AGENCIES NATI 2023671197 2001 K ST NW 300 WASHINGTON DC 20006 JONATHAN PAINE EXECUTIVE DIRECTOR 2023671197 2022-10-10 1 JONATHAN PAINE XXX-XX-XXXX SEAN MCELWANEY P01608821 4108840220 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JONATHAN PAINE 2001 K ST NW 300 WASHINGTON DC 20006 550661 0 X WWW.NALHFA.ORG X 1982 DC NALHFA IS THE LEADING LOCAL AFFORDABLE HOUSING ADVOCATE, INFLUENCING THE SHAPE AND CONTENT OF CONGRESSIONAL LEGISLATION AND AGENCY REGULATIONS AFFECTING AFFORDABLE HOUSING FINANCE. AS A NON-PROFIT ASSOCIATION, NALHFA IS AN ADVOCATE BEFORE CONGRESS AND FEDERAL AGENCIES ON LEGISLATIVE AND REGULATORY ISSUES AFFECTING AFFORDABLE HOUSING AND PROVIDES TECHNICAL ASSISTANCE AND EDUCATIONAL OPPORTUNITIES TO ITS MEMBERS AND THE PUBLIC. MEMBERS ARE CITY AND COUNTY AGENCIES, NON-PROFITS, AND PRIVATE FIRMS, SUCH AS UNDERWRITERS, CONSULTANTS, FINANCIAL ADVISERS, BOND COUNSEL, AND RATING AGENCIES, WHICH HELP IN PRODUCING HOUSING FROM CONCEPT TO COMPLETION. 13 13 0 13 0 0 0 0 503172 549359 576 155 101 1147 503849 550661 0 0 0 0 0 0 0 0 0 467129 504571 467129 504571 36720 46090 513673 592040 41848 74125 471825 517915 X TO PROVIDE LEADERSHIP IN THE FIELD OF AFFORDABLE HOUSING FINANCE AND TO DELIVER QUALITY SERVICES TO ITS MEMBERS. 0 0 ANNUAL CONFERENCE - NALHFA OFFERS AN ANNUAL CONFERENCE THAT PROVIDES A FOCUSED ENVIRONMENT TO GAIN CUTTING-EDGE INFORMATION ON AFFORDABLE HOUSING FINANCING METHODS AND PRACTICES. THERE ARE SESSIONS FOR PROFESSIONALS AT ALL LEVELS OF THEIR ORGANIZATIONS AND IN MANY VARIED FIELDS OF AFFORDABLE HOUSING FINANCE. NALHFA LEGISLATIVE CONFERENCE - NALHFA REGULARLY HOLDS THE LEGISLATIVE CONFERENCE TO SUPPORT THE ASSOCIATION'S MISSION ADVANCING ITS LEGISLATIVE AND REGULATORY PRIORITIES. THE ONE-DAY CONFERENCE WAS A GREAT OPPORTUNITY TO SHARE IDEAS AND LEARN ABOUT A VARIETY OF TOPICS AND NETWORK WITH INDUSTRY LEADERS FROM ACROSS THE COUNTRY. ATTENDEES HEARD ABOUT THE LATEST HAPPENINGS IN WASHINGTON ON TOPICS INCLUDING THE LOW INCOME HOUSING TAX CREDIT, THE FEDERAL BUDGET, TAX REFORM, AND OTHER DEVELOPMENTS AFFECTING THE AFFORDABLE HOUSING FINANCE INDUSTRY. NALHFA ALSO SCHEDULES APPOINTMENTS FOR ITS MEMBERS TO MEET PERSONALLY WITH THEIR LAWMAKERS TO MAKE SURE OUR COLLECTIVE LEGISLATIVE PRIORITIES AND CONCERNS ARE SHARED WITH LEADERS THAT ARE IN A POSITION TO MAKE A DIFFERENCE. ADVOCACY - NALHFA IS AN ADVOCATE BEFORE CONGRESS AND FEDERAL AGENCIES ON LEGISLATIVE AND REGULATORY ISSUES AFFECTING AFFORDABLE HOUSING AND PROVIDES TECHNICAL ASSISTANCE AND EDUCATIONAL OPPORTUNITIES TO ITS MEMBERS AND THE PUBLIC. COMMUNICATIONS, PUBLICATIONS AND NEWSLETTERS - NALHFA'S PUBLICATIONS AND PROFESSIONAL RESOURCES PROVIDE EDUCATIONAL TOOLS FOR HOUSING PROFESSIONALS FINANCING AFFORDABLE HOUSING AT THE LOCAL LEVEL. THE LIBRARY MAINTAINED BY NALHFA INCLUDES THE ABCS OF HOUSING BONDS AND BONDS FOR BEGINNERS. IN ADDITION, NALHFA DISTRIBUTES INFORMATION THROUGH ITS BIWEEKLY ELECTRONIC MEMBER NEWSLETTER, LEGISLATIVE & REGULATORY ALERTS, AND PRESS RELEASES. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X SMITHBUCKLIN CORPORATION 2023671197 2001 K ST NW 300 WASHINGTON DC 20006 X JIM SHAW IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 DAWN ARNOLD VICE PRESIDENT 2.00 X X 0 0 0 CHEREE GULLEY SECRETARY 2.00 X X 0 0 0 DAMON BURNS TREASURER 2.00 X X 0 0 0 VIVIAN BENJAMIN DIRECTOR 2.00 X 0 0 0 WILLIAM L BREWER DIRECTOR 2.00 X 0 0 0 JONAH LEE DIRECTOR 2.00 X 0 0 0 WD MORRIS DIRECTOR 2.00 X 0 0 0 MELISSA TAPHORN DIRECTOR 2.00 X 0 0 0 CHRISTOPHER DONALD DIRECTOR 2.00 X 0 0 0 ANN SEWILL DIRECTOR 2.00 X 0 0 0 JONATHAN CAMPBELL DIRECTOR 2.00 X 0 0 0 SHAINA MADDEN DIRECTOR 2.00 X 0 0 0 JONATHAN PAINE EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2001 K ST NW 300 WASHINGTON DC 20006 MGT. SRVCS. INCLUDING EXEC. DIR. COMP. 453882 1 MEMBERSHIP DUES 900099 333960 333960 ANNUAL CONFERENCE 900099 214174 214174 PUBLICATIONS AND NEWSL 511190 1225 1225 549359 155 155 MISCELLANEOUS INCOME 900099 1147 1147 1147 550661 549359 0 1302 277984 612 7875 160000 7827 19977 5041 DUES AND SUBSCRIPTIONS 13678 BANK FEES 5624 MISCELLANEOUS 3463 PLAQUES 2490 504571 339903 420860 155695 155850 2308 180 10267 9650 5500 5500 513673 592040 4088 500 37760 73625 41848 74125 X 471825 517915 471825 517915 513673 592040 46090 0 X X 0 1 X 1 0 0 0 0 333960 160000 160000 166980 -6980 0 X 550661 0 550661 0 550661 504571 0 504571 0 504571 PART X, LINE 2: NALHFA BELIEVES THAT IT HAS THE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, WHICH SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY, MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION, REPORTING TO THE BOARD AT ITS SUCCEEDING MEETING ANY ACTION(S) TAKEN. FORM 990, PART VI, SECTION A, LINE 3 THE NATIONAL ASSOCIATION OF LOCAL HOUSING FINANCE AGENCIES (NALHFA) HAS ENTERED INTO A MANAGEMENT CONTRACT WITH SMITHBUCKLIN CORPORATION. UNDER THE TERMS OF THIS AGREEMENT, NALHFA MAKES PAYMENTS TO SMITHBUCKLIN WHICH COVER STAFF SALARIES, EXECUTIVE DIRECTOR, AND OTHER OVERHEAD EXPENSES. THE FEES INCURRED BY NALHFA DURING THE CURRENT FISCAL YEAR WERE $437,984 FOR THE FOLLOWING: EXECUTIVE MANAGEMENT - $163,908, MEMBERSHIP AND OPERATIONS, FINANCIAL MANAGEMENT AND ACCOUNTING, EVENT SERVICES, MARKETING AND COMMUNICATIONS SERVICES, AMS PLATFORM AND SUPPORT, CREATIVE AND DESIGN SERVICES, EDUCATION AND PROGRAM SERVICES, PROMOTIONAL PRODUCTS AND PROJECT PRINTING FEES, AND WEB CONFERENCE/REGISTRATION TOOL AND SUPPORT. SMITHBUCKLIN'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF NALHFA. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANZATION HAS REGULAR, AFFILIATE, AND NON-PROFIT MEMBERS. ONLY REGULAR MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A ALL REGULAR MEMBERS IN GOOD STANDING MAY ATTEND THE ANNUAL MEETING OF THE ASSOCIATION DURING THE SECOND QUARTER OF THE CALENDAR YEAR AND ELECT THE MEMBERS AND OFFICERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BOARD ASSIGNS MANAGEMENT THE RESPONSIBILITY OF REVIEWING AND SIGNING THE FORM 990. THE BOARD MEMBERS ALSO RECEIVE A COMPLETE COPY OF THE FORM 990 FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING THAT THE BOARD MEMBERS SIGN A COMMITMENT OF CONDUCT EACH YEAR. THE EXECUTIVE DIRECTOR MONITORS ANNUAL COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.