2023-11-08T15:10:13-06:00 2022-12-31 111986323 MARCUM LLP 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990 2022-01-01 464272890 US MORTGAGE INSURERS USMI 2022801820 1101 17TH STREET NW 700 WASHINGTON DC 20036 SETH APPLETON PRESIDENT 2022801820 2023-11-08 1 SETH APPLETON XXX-XX-XXXX 0 MATTHEW DUVALL CPA P01324790 3016913600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SETH APPLETON 1101 17TH STREET NW 700 WASHINGTON DC 20036 2496440 0 X WWW.USMI.ORG X 2013 DC REPRESENTING AND ADVANCING THE INTEREST OF THE UNITED STATES MORTGAGE INSURANCE INDUSTRY AND PROMOTING A WELL-FUNCTIONING HOUSING FINANCE SYSTEM. 6 6 0 6 0 0 0 0 2386650 2496440 0 0 0 0 2386650 2496440 0 0 0 0 0 0 0 0 0 2365368 2307829 2365368 2307829 21282 188611 1777232 2024391 180049 238597 1597183 1785794 REPRESENTING AND ADVANCING THE INTERESTS OF THE UNITED STATES MORTGAGE INSURANCE INDUSTRY AND PROMOTING A WELL-FUNCTIONING HOUSING FINANCE SYSTEM. 0 0 ADVOCACY PROGRAM: ADVOCATE FOR THE PRIORITIES OF THE PRIVATE MORTGAGE INSURANCE INDUSTRY AT THE FEDERAL AND STATE LEVEL TO CREATE A STRONG HOUSING FINANCE SYSTEM AND ENSURE ACCESS TO HOMEOWNERSHIP WHILE PROTECTING TAXPAYERS. PUBLIC RELATIONS PROGRAM: USE VARIOUS PUBLIC RELATIONS CAMPAIGNS AND MEDIA PLATFORMS TO PROMOTE THE BENEFITS OF PRIVATE MORTGAGE INSURANCE TO POLICYMAKERS, MORTGAGE MARKET PARTICIPANTS, AND BORROWERS, INCLUDING THAT THE INDUSTRY FACILITATES BORROWER ACCESS TO AFFORDABLE AND SUSTAINABLE MORTGAGES WITHIN A WELL-FUNCTIONING HOUSING FINANCE SYSTEM. REGULATORY PROGRAM: IDENTIFY, ANALYZE AND PROVIDE RECOMMENDATIONS TO STATE AND FEDERAL REGULATORY AGENCIES ON POLICIES PERTAINING TO PRIVATE MORTGAGE INSURANCE AND THE HOUSING FINANCE SYSTEM. COORDINATE WITH MEMBER COMPANIES ON OUTREACH TO STATE DEPARTMENTS OF INSURANCE AND FEDERAL FINANCIAL REGULATORS TO PROMOTE A STRONG HOUSING FINANCE SYSTEM AND ENSURE PRIVATE MORTGAGE INSURANCE INDUSTRY IS WELL POSITIONED TO ENSURE ACCESS TO MORTGAGE CREDIT WHILE PROTECTING TAXPAYERS. 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X VERTO SOLUTIONS LLC 2022935800 1101 17TH STREET NW SUITE 700 WASHINGTON DC 20036 X MARK CASALE VICE CHAIR (THRU 05/31/22) 2.00 X X 0 0 0 ROHIT GUPTA TREAS/SEC (THRU 05/31/22), VICE CHAIR (BEG. 06/01/ 2.00 X X 0 0 0 TIM MATTKE BOARD MEMBER (THRU 05/31/22), TREAS/SEC (BEG. 06/0 2.00 X X 0 0 0 BRADLEY SHUSTER BOARD MEMBER 2.00 X 0 0 0 DEREK BRUMMER CHAIR (THRU 05/31/22), BOARD MEMBER (BEG. 06/01/22 2.00 X X 0 0 0 ADOLFO MARZOL CHAIR (BEG. 06/01/22) 2.00 X X 0 0 0 0 0 0 0 0 0 0 VERTO SOLUTIONS 1101 17TH STREET NW SUITE 700 WASHINGTON DC 20036 MGMT SERVICES 1013491 SPENCER STUART PO BOX 98991 CHICAGO IL 60693 EXECUTIVE SEARCH 153333 NORTH STAR NAVIGATORS 6640 GORDON AVENUE FALLS CHURCH VA 22046 MGMT & STRATEGIC CONSULTING 137500 PILLSBURY LAW PO BOX 601240 CHARLOTTE NC 28260 LEGAL SERVICES 107124 4 MEMBERSHIP DUES 900099 2496440 2496440 2496440 2496440 2496440 0 0 X 887912 145437 13750 390210 773493 2158 3287 19190 6094 3570 SPONSORSHIPS 31500 SUBSCRIPTIONS & REFEREN 31228 2307829 1744929 1998249 3577 3510 28726 22632 1777232 2024391 180049 238597 180049 238597 X 1597183 1785794 1597183 1785794 1777232 2024391 188611 0 X 0 0 0 0 0 1 2496440 390210 -4189 386021 424395 -38374 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT COMPANY PROVIDES FACILITIES AND OTHER MANAGEMENT SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 FIVE U.S. MORTGAGE COMPANIES (ESSENT, ENACT, MGIC, NATIONAL MI, AND RADIAN GUARANTY) ARE MEMBERS OF USMI. THE ORGANIZATION IS OPEN TO ALL ACTIVE U.S. MORTGAGE INSURANCE COMPANIES. FORM 990, PART VI, SECTION A, LINE 7A EACH BOARD MEMBER OF THE ORGANIZATION HAS THE RIGHT TO APPOINT ONE REPRESENTATIVE TO THE BOARD OF DIRECTORS, THE RIGHT TO RECEIVE INFORMATION DISTRIBUTED BY THE ORGANIZATION, AND THE RIGHT TO ATTEND ALL BOARD AND COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SHARED VIA EMAIL WITH THE BOARD PRIOR TO FILING. THE DIRECTOR OF FINANCE, PRESIDENT AND CHAIRMAN OF THE BOARD REVIEW FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C USMI HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL MEMBERS, OFFICERS, DIRECTORS, AND STAFF. ALL ARE REQUIRED TO DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 OTHER DOCUMENTS AVAILABLE UPON REQUEST FROM THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS 773,493.