2023-11-14T17:42:47-06:00 2022-12-31 271490692 TIDWELL GROUP LLC 3595 GRANDVIEW PARKWAY STE 500 BIRMINGHAM AL 35243 990 2022-01-01 562256392 DREAMKEY PARTNERS MORTGAGE INC DREA 7043420933 4601 CHARLOTTE PARK DR STE 350 CHARLOTTE NC 28217 JULIE A PORTER PRESIDENT 7043420933 2023-11-13 1 JULIE PORTER 999009999 1 RYDER MATHIAS CPA P01394169 2058221010 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE A PORTER 4601 CHARLOTTE PARK DR STE 350 CHARLOTTE NC 28217 501361 0 X HTTPS://WWW.CMHP.ORG/ X 2001 NC TO PROVIDE MORTGAGE BROKERING AND MORTGAGE BANKING SERVICES TO INDIVIDUALS AND FAMILIES DIRECTLY AND INDIRECTLY SERVED BY CHARLOTTE-MECKLENBURG HOUSING PARTNERSHIP, INC. 3 3 0 0 0 0 601626 488794 4684 9765 3909 2802 0 0 610219 501361 0 0 0 0 92429 86989 0 0 0 302263 440854 394692 527843 215527 -26482 903648 1445351 964277 1532462 -60629 -87111 TO PROVIDE MORTGAGE BROKERING AND MORTGAGE BANKING SERVICES TO INDIVIDUALS AND FAMILIES DIRECTLY AND INDIRECTLY SERVED BY CHARLOTTE-MECKLENBURG HOUSING PARTNERSHIP, INC. 0 0 527843 12567 CMHP MORTGAGE, INC. WAS ORGANIZED TO SUPPORT AND IMPLEMENT THE PROGRAMS AND ACTIVITIES OF CHARLOTTE-MECKLENBURG HOUSING PARTNERSHIP, INC., (THE "PARENT") A NORTH CAROLINA NON-PROFIT CORPORATION, BY PROVIDING MORTGAGE BROKERING AND MORTGAGE BANKING SERVICES TO INDIVIDUALS AND FAMILIES DIRECTLY AND INDIRECTLY SERVED BY CHARLOTTE-MECKLENBURG HOUSING PARTNERSHIP, INC. THE ORGANIZATION PROVIDES PRE-PURCHASE EDUCATION AND PREPARATION AS WELL AS DOWN PAYMENT ASSISTANCE TO FUTURE ELIGIBLE HOMEBUYERS IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF GRANTS WHICH FUND SPECIFIC ACTIVITIES RELATED TO HOMEOWNERSHIP. 527843 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JULIE A PORTER 7043420933 4601 CHARLOTTE PARK DRIVE SUITE 350 CHARLOTTE NC 28217 JULIE A PORTER PRESIDENT 1.00 40.00 X X 0 271348 25795 FRED DODSON JR VICE PRESIDENT 1.00 40.00 X X 0 225947 23072 KEVIN SCHRADER TREASURER 1.00 40.00 X X 0 161746 9515 0 659041 58382 0 0 1 0 0 488794 488794 LOAN FEE INCOME 531390 9765 9765 9765 2802 2802 501361 12567 0 0 86989 86989 829 829 2400 2400 FORGIVENESS OF DEBT EXP 436500 436500 GENERAL LIABILITY INSUR 1125 1125 527843 527843 0 0 47902 731154 111142 99887 744604 614310 903648 1445351 734603 604309 229674 928153 964277 1532462 X -60629 -87111 -60629 -87111 903648 1445351 -26482 0 X X 0 1 X 1 0 X X 1 CHARLOTTE MECKLENBURG HOUSING PARTNERSHIP 561620516 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MORTGAGE CASH RESTRICTED 614310 614310 DUE TO/FROM CMHP, INC. 928153 928153 X PART X, LINE 2: CHARLOTTE-MECKLENBURG HOUSING PARTNERSHIP, INC. AND ITS CONSOLIDATED NONPROFIT CORPORATIONS ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE STATUTES AND DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2022. DUE TO THEIR TAX EXEMPT STATUS, CMHP, INC. AND THE CONSOLIDATED NONPROFIT CORPORATIONS ARE NOT SUBJECT TO INCOME TAXES. CMHP, INC. AND THE CONSOLIDATED NONPROFIT CORPORATIONS ARE REQUIRED TO FILE TAX RETURNS WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND THERE ARE NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. 0 0 0 0 0 0 0 0 0 JULIE A PORTER PRESIDENT 0 271348 0 0 0 0 0 16280 0 9515 0 297143 0 0 FRED DODSON JR VICE PRESIDENT 0 225947 0 0 0 0 0 13557 0 9515 0 249019 0 0 KEVIN SCHRADER TREASURER 0 161746 0 0 0 0 0 0 0 9515 0 171261 0 0 PART IV, LINE 12B: THE FINANCIAL STATEMENTS FOR CMHP MORTGAGE, INC. WERE AUDITED AS PART OF A CONSOLIDATED FINANCIAL STATEMENT AUDIT FOR CHARLOTTE-MECKLENBURG HOUSING PARTNERSHIP, INC. FORM 990, PART VI, SECTION B, LINE 11B 11A: THE CFO AND ACCOUNTING STAFF OF THE ORGANIZATION REVIEW A DRAFT COPY OF THE TAX RETURN, CONSULTING WITH THE PRESIDENT AND COO WHERE NECESSARY, TO ENSURE THAT THE RETURN IS CORRECT. THE FINAL VERSION OF THE RETURN IS DISTRIBUTED TO MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C 12C: THE ORGANIZATION REQUIRES BOARD MEMBERS ANNUALLY TO SIGN STATEMENTS ACKNOWLEDGING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 15B: SALARIES WERE COMPARED TO THOSE OF CHARLOTTE HOUSING AUTHORITY; CONSULTED PUBLICATIONS; ENGAGED A CONSULTANT WHO STUDIED CMHP COMPENSATION AND MADE RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVALIBLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION AND OVERSIGHT PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. 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