2025-09-12T10:09:01-05:00 2024-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2024-01-01 521293119 NATIONAL ASSOCIATION OF LOCAL HOUSING FINANCE AGENCIES NATI 2023671197 2001 K ST NW 300 WASHINGTON DC 20006 JONATHAN PAINE EXECUTIVE DIRECTOR 2023671197 2025-09-12 1 1 SEAN MCELWANEY P01608821 4108840220 2024 2025-03-06 01:10:19Z JONATHAN PAINE 2001 K ST NW 300 WASHINGTON DC 20006 861565 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. 14 14 0 15 0 0 0 0 755636 842491 4073 18864 0 210 759709 861565 0 0 0 0 0 0 0 0 0 777859 887304 777859 887304 -18150 -25739 802571 692710 263779 179657 538792 513053 TO PROVIDE LEADERSHIP IN THE FIELD OF AFFORDABLE HOUSING FINANCE AND TO DELIVER QUALITY SERVICES TO ITS MEMBERS. 0 0 ANNUAL CONFERENCE - NALHFA'S ANNUAL CONFERENCE PROVIDES THE AFFORDABLE HOUSING FINANCE COMMUNITY, AND ECONOMIC DEVELOPMENT PROFESSIONALS THE CHANCE TO NETWORK WITH THEIR PEERS; RECEIVE FIRST-HAND INSIGHTS AND CASE STUDIES OF EFFECTIVE HOUSING AND DEVELOPMENT PRACTICES; AND OFFERS UNPARALLELED OPPORTUNITY TO INTERACT WITH LOCAL GOVERNMENTAL PRACTITIONERS AND PROFESSIONAL PROGRAM-LEVEL STAFF OF ALL LEVELS. 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 3 0 1 0 0 0 0 0 0 0 0 0 X 14 14 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 PRESIDENT 2.00 X X 0 0 0 CHEREE GULLEY VICE PRESIDENT 2.00 X X 0 0 0 DAMON BURNS TREASURER 2.00 X X 0 0 0 CHRISTOPHER DONALD SECRETARY 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 MURRAY BOESS DIRECTOR 2.00 X 0 0 0 MELISSA TAPHORN DIRECTOR 2.00 X 0 0 0 ELIZABETH SELBY DIRECTOR 2.00 X 0 0 0 ELLEN DUFFY DIRECTOR 2.00 X 0 0 0 WILLIAM WILCOX DIRECTOR 2.00 X 0 0 0 WD MORRIS DIRECTOR UNTIL 05/2024 2.00 X 0 0 0 KATHRYN DRIVER DIRECTOR AS OF 05/2024 2.00 X 0 0 0 FRANTZ DUTES DIRECTOR AS OF 05/2024 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. 620923 1 CONFERENCE INCOME 900099 479193 479193 MEMBERSHIP DUES 900099 362764 362764 PUBLICATIONS AND NEWSL 513190 534 534 842491 18864 18864 MISCELLANEOUS INCOME 900099 210 210 210 861565 842491 0 19074 454930 291 10000 120000 25148 8645 248154 5898 DUES AND SUBSCRIPTIONS 5990 PLAQUES 4315 MISCELLANEOUS 3933 887304 591043 215037 160698 446234 2962 2762 42368 23177 5500 5500 802571 692710 18594 2782 245185 176875 263779 179657 X 538792 513053 538792 513053 802571 692710 -25739 0 X X 0 1 X 1 0 0 0 0 362764 120000 120000 181382 -61382 0 X 861565 0 861565 0 861565 887304 0 887304 0 887304 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 $574,930 FOR THE FOLLOWING: EXECUTIVE MANAGEMENT - $182,482, MEMBERSHIP AND OPERATIONS, EVENT SERVICES, FINANCIAL MANAGEMENT AND ACCOUNTING, AMS PLATFORM AND SUPPORT, CREATIVE AND DESIGN SERVICES, EDUCATION AND PROGRAM SERVICES, MARKETING AND COMMUNICATIONS, MOBILE APP AND SUPPORT, PROJECT PRINTING AND SUPPORT, PROMOTIONAL PRODUCTS AND SUPPORT, REGISTRATION TOOL AND SUPPORT, AND WEB CONFERENCE 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.