Nonprofit · EIN 82-4304490
ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS
Tax-exempt · CLARKSTON, MI 48346
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,566,775 | $4,441,185 | $125,590 | $746,482 | $151,463 | $595,019 |
| December 31, 2023 | 990 | $4,954,281 | $7,279,061 | -$2,324,780 | $619,710 | $150,281 | $469,429 |
| December 31, 2022 | 990 (amended) | $8,623,076 | $8,221,700 | $401,376 | $2,843,676 | $49,467 | $2,794,209 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $52,500
- Program service revenue
- $4,514,275
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $31,010
- Compensation of officers, directors and key employees
- $743,242
- Other salaries and wages
- $877,114
- Salaries, compensation and benefits (total)
- $1,803,731
- Professional fundraising fees
- $0
- Legal fees
- $39,371
- Accounting fees
- $91,727
- Occupancy
- $169,843
- Travel
- $281,857
- Depreciation
- $12,829
Balance sheet and other
- Total assets, start of year
- $619,710
- Total assets, end of year
- $746,482
- Total liabilities, end of year
- $151,463
- Net assets, end of year
- $595,019
- Gross receipts
- $4,566,775
- Employees
- 24
- Volunteers
- 6
- Year formed
- 2018
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHERINE KATIE SWEENEY | PAST CHAIR & CEO (THRU 5/2/24) Trustee or director, Officer | 40 | $232,769 | $1,115 |
| CLIFF GILMORE | COO Officer | 40 | $136,875 | $0 |
| JENNIFER LEONARD | CMO Officer | 40 | $125,000 | $4,404 |
| MARC SUMMERS | PRESIDENT/SECRETARY Trustee or director, Officer | 40 | $100,000 | $22,261 |
| KARIS KOHEN THRU 51524 | DIRECTOR, SVP BUSINESS DEVELOPMENT Trustee or director | 40 | $117,579 | $3,238 |
| SEAN HATALA | BROKER MEMBER RELATIONS DIRECTOR Highest-paid employee | 40 | $102,587 | $0 |
| JONATHON HADDAD SEE SCH O | CHAIR & CEO (AS OF 4/1/24) Trustee or director, Officer | 40 | $0 | $0 |
| TOM AHLES | DIR MEMBERSHIP (NATIONAL)/TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| ENRIQUE BRAUNSCHWEIGER | DIRECTOR OF MEMBERSHIP (LOCAL) Trustee or director | 5 | $0 | $0 |
| RUSSELL PETTY | DIRECTOR OF MEMBERSHIP (REGIONAL) Trustee or director | 5 | $0 | $0 |
| JULIE YARBROUGH | DIRECTOR AT LARGE (DIR OF GROWTH) Trustee or director | 5 | $0 | $0 |
| STEPHANIE GRAY | SECRETARY (TERM END 2/8/24) Trustee or director, Officer | 20 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHERINE KATIE SWEENEY | CHAIR & CEO Trustee or director, Officer | 40 | $249,988 | $5,871 |
| KARIS KOHEN | DIRECTOR, SVP BUSINESS DEV Trustee or director | 40 | $145,821 | $24,103 |
| MARC SUMMERS | PRESIDENT, TREASURER Trustee or director, Officer | 40 | $109,988 | $25,280 |
| JENNIFER LEONARD | VP MARKETING Highest-paid employee | 40 | $114,554 | $5,641 |
| CLIFF GILMORE | CHIEF OF STAFF Highest-paid employee | 40 | $119,792 | $0 |
| STEPHANIE GRAY | SECRETARY Trustee or director, Officer | 40 | $28,108 | $0 |
990 for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHERINE KATIE SWEENEY | CHAIR & CEO Trustee or director, Officer | 40 | $479,990 | $5,273 |
| MARC SUMMERS | PRESIDENT/TREASURER Trustee or director, Officer | 40 | $169,990 | $22,583 |
| KARIS KOHEN | DIRECTOR Trustee or director | 40 | $139,990 | $23,006 |
| JENNIFER LEONARD | VICE PRESIDENT OF MARKETING Highest-paid employee | 40 | $109,573 | $5,704 |
| STEPHANIE GRAY | SECRETARY Trustee or director, Officer | 40 | $34,750 | $0 |
Address and contacts
- Address (IRS master file)
- 6401 CITATION DR STE B, CLARKSTON, MI 48346-2992
- In care of
- % MARC P SUMMERS
- Principal officer (990 for 2024)
- JONATHON HADDAD, 6978 DIXIE HIGHWAY B, CLARKSTON, MI 48346
- Signed the 990
- TOM AHLES, TREASURER
- Phone
- (360) 335-5246
- Website
- AIMEGROUP.COM
- Return prepared by
- CBIZ ADVISORS LLC
Mission
TO MAINTAIN AN ASSOCIATION OF EXPERTS EMPOWERED WITH THE TOOLS, RESOURCES, AND SUPPORT TO SUCCESSFULLY ADVISE CONSUMERS NATIONWIDE ON RESIDENTIAL MORTGAGE NEEDS. AIME CULTIVATES IDEAS, PROVIDES EXCLUSIVE BENEFITS, AND IMPACTS LEGISLATIVE AND SOCIAL PROGRESS.
Program accomplishments
- AIME IS A MEMBERSHIP ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS. ITS LARGEST PROGRAM SERVICE ACTIVITY DURING 2024 WAS GENERAL SUPPORT OF ITS MEMBERS TO PROVIDE OR CONNECT THEM WITH THE TOOLS, RESOURCES, AND CONNECTIONS WITHIN THE INDUSTRY TO SUCCESSFULLY ASSIST CONSUMERS NATIONWIDE WITH RESIDENTIAL MORTGAGE NEEDS. (CONTINUED ON SCHEDULE O)EXCLUSIVE BENEFITS AVAILABLE TO AIME'S MEMBERS INCLUDED TRAINING/EDUCATION ON TOPICS RELATED TO ESTABLISHING, OPERATING, AND BUILDING WHOLESALE MORTGAGE BROKERAGE BUSINESSES RANGING FROM INDIVIDUALLY OPERATED TO LARGE SCALE OPERATION; DISCOUNTS ON PRODUCTS AND SERVICES PROVIDED BY VENDORS SUPPORTING THE BROKER CHANNEL, ONLINE DISCUSSION GROUPS FOR SEEKING AND SHARING EXPERTISE AND EXPERIENCE THROUGHOUT THE AIME MEMBERSHIP COMMUNITY; ASSISTANCE IN RESOLVING PROCEDURAL HOLD-UPS WITH LOANS PROCESSED THROUGH AIME'S LENDER PARTNERS; AND NETWORKING/REFERRAL ASSISTANCE ACROSS THE NATIONAL BROKER LANDSCAPE.MEMBER BENEFITS:-A MEMBER-EXCLUSIVE AIME MEMBERSHIP PORTAL TO CONNECT MEMBERS WITH ONE ANOTHER ACROSS THE COUNTRY AND PROVIDE ACCESS TO DISCOUNTED PRODUCTS AND SERVICES MADE AVAILABLE BY AIME VENDOR AND LENDER PARTNERS-REGIONAL TRAINING, EDUCATION, AND NETWORKING WORKSHOPS HELD ACROSS THE COUNTRY-SOCIAL MEDIA COMMUNITIES HOSTED BY AIME, EXCLUSIVELY FOR MEMBERS, WITH WEEKLY CONTENT AND TRAINING FOR THE PURPOSE OF PROVIDING KNOWLEDGE, TRAINING, AND EDUCATION AROUND TOPICS THAT CAN HELP INDEPENDENT MORTGAGE EXPERTS GROW THEIR BUSINESSES.-MEMBER NETWORKING OPPORTUNITIES VIA LOCAL AND VIRTUAL MEET UPS-A WEEKLY E-NEWSLETTER FOR MEMBERS-WEEKLY BROKER-TO-BROKER PODCAST EXCLUSIVELY FOR AIME MEMBERS, FEATURING INDEPENDENT MORTGAGE EXPERTS SHARING BEST PRACTICES, SUCCESS STORIES, AND BENEFITS OF AIME MEMBERSHIP.-TWO WEEKLY OPEN INVITATION "MORTGAGE MORNINGS" WEBINARS (ONE SCHEDULED FOR EACH COAST) WITH MORTGAGE PROFESSIONALS AS GUESTS WHO SHARED EXPERTISE AND EXPERIENCE ON LENDER PRODUCTS AND SERVICES, BEST PRACTICES FOR LOAN PROCESSING, BUSINESS MANAGEMENT, MARKETING, AND OTHER TOPICS RELEVANT TO THE MORTGAGE INDUSTRY- A WOMEN' S MORTGAGE NETWORK (WMN) PODCAST FOCUSED ON ISSUES AND CHALLENGES UNIQUE TO WOMEN IN THE INDUSTRY- BROKER POWER UP PODCAST TO PROVIDE COACHING FOR WHOLESALE MORTGAGE PROFESSIONALS BY MEMBERS OF AIME DIRECTORS AND OFFICERS AND PROFESSIONAL INDUSTRY COACHES.-MONTHLY WEBINARS PROVIDE MEMBERS WITH TRAINING AROUND MARKETING, BUSINESS DEVELOPMENT, AND OTHER TOPICS TO HELP INDEPENDENT MORTGAGE EXPERTS GROW THEIR BUSINESS.-EXCLUSIVE MEMBER PERKS PROGRAM THAT PROVIDES LISTS OF PREFERRED INDUSTRY PARTNERS AND MEMBER DISCOUNTS, INCLUDING: -DISCOUNTED SUBSCRIPTION FEES FOR ENHANCED TECHNOLOGY OFFERINGS. -DISCOUNTED PRE-EDUCATION AND CONTINUING EDUCATION PROFESSIONAL SERVICES.
- ANNUAL NATIONAL CONFERENCE AIME'S FUSE NATIONAL CONFERENCE IN NEW ORLEANS, LA, WAS ITS SECOND LARGEST FUNDED EVENT OF THE YEAR. THE CONFERENCE PROVIDED 807 ATTENDEES WITH EDUCATIONAL AND NETWORKING OPPORTUNITIES IN THE FORM OF KEYNOTE SPEAKERS, BREAK-OUT SESSIONS, AND A VENDOR/LENDER EXHIBIT HALL. EXHIBITORS INCLUDED WHOLESALE MORTGAGE LENDERS AND VENDORS THAT PROVIDE PRODUCTS, TOOLS, AND SERVICES FOR BROKERS IN THE WHOLESALE MORTGAGE INDUSTRY. THE CONFERENCE ALSO INCLUDED AN INTEGRATED "HALL OF AIME" EVENT IN WHICH AWARDS FOR EXCELLENCE IN THE BROKER COMMUNITY WERE PRESENTED TO LEADING BROKERS.
- REGIONAL WORKSHOPSIN 2024, AIME LAUNCHED SEVERAL IMPACTFUL REGIONAL WORKSHOPS AND PROGRAMS THAT GREATLY BENEFITED THE MORTGAGE BROKER COMMUNITY. - NATIONAL MORTGAGE BROKERS DAY RAISED AWARENESS THROUGH REGIONAL NETWORKING EVENTS, HIGHLIGHTING THE VITAL ROLE OF BROKERS TO HOMEBUYERS AND REAL ESTATE PROFESSIONALS.-THE SUCCESS TRACK INITIATIVE OFFERED WEEKLY TRAINING TO REFINE BUSINESS PRACTICES.- AIME ON TOUR ENGAGED LOCAL BROKERS WITH TAILORED TRAINING OPPORTUNITIES.- AIME ACADEMY PROVIDED ESSENTIAL TRAINING FOR BROKERS AND SUPPORT STAFF, FACILITATING ONBOARDING AND CAREER DEVELOPMENT.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-4304490
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $746,482
- Income (IRS master file)
- $4,566,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,566,775 | $4,441,185 | $746,482 | IRS |
| 990 | December 2023 | $4,954,281 | $7,279,061 | $619,710 | XML |
| 990 | December 2022 | $8,623,076 | $8,221,700 | $2,843,676 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-4304490).
Questions about ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS
- What is the EIN of ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS?
- The employer identification number (EIN) of ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS is 82-4304490.
- Is ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2018.
- Are donations to ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS?
- The 990 for the year ended December 31, 2024 names JONATHON HADDAD.
- Who are the officers and directors of ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS?
- The 990 for the year ended December 31, 2024 lists 12 people; 6 received compensation from the organization, the highest $232,769 (KATHERINE KATIE SWEENEY, PAST CHAIR & CEO (THRU 5/2/24)).
- How much revenue does ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,566,775, expenses of $4,441,185 and total assets of $746,482 at year end.
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