Association of Independent Mortgage Experts
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.
Key facts about Association of Independent Mortgage Experts
In short: Association of Independent Mortgage Experts gave $30K across 1 grant in 2024 (avg $30K), mostly in Georgia. Source: 2024 IRS Form 990.
- EIN
- 82-4304490
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $30,000
- Grants made (2024)
- 1
- Average grant
- $30,000
- Median grant
- $30,000
- Total assets
- $746,482
- Primary geography
- Georgia (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$746K
+20.5% YoY
Annual Giving
$30K
Grant Count
1
Avg Grant Size
$30K
About Association of Independent Mortgage Experts
Based on IRS filings
Association of Independent Mortgage Experts is a public charity focused on Community Improvement & Capacity Building, based in Clarkston, MI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $746K in total assets. In 2024, it awarded 1 grant totaling $30K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $14K (2022) to $30K (2024). In 2024 it made 1 grant totaling $30K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Dream Machine Tour ($30K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dream Machine Tour Atlanta, GA | Hall of Aime Designated Grantee | $30,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $746,482 | $619,710 | $2,843,676 |
| Revenue | $4,566,775 | $4,954,281 | $8,623,076 |
| Expenses | $4,441,185 | $7,279,061 | $8,221,700 |
| Net Investment Income | — | $10,409 | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS June 11, 2020)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Association of Independent Mortgage Experts is led by Katherine Katie Sweeney, Past Chair & CEO since 2024 (on filings since 2020); 5 of 11 officers listed in 2024 are compensated.
Officers on the 2024 filing
Katherine Katie Sweeney
Past Chair & CEO
Chairman → Chair & CEO, 2022
Chair & CEO → Past Chair & CEO, 2024
On filings since 2020
40 hrs/week
$240K (2021) → $233K (2024)
Jonathon Haddad See Sch O.
Chair & CEO
New on the 2024 filing
40 hrs/week
No compensation reported
Marc P. Summers
President & Secretary
President → President & Treasurer, 2022
President & Treasurer → President & Secretary, 2024
On filings since 2019
40 hrs/week
$100K (2019) → $100K (2024)
Sean Hatala
Broker Member Relations Director
New on the 2024 filing
40 hrs/week
$103K (2024)
Enrique Braunschweiger
Director of Membership
New on the 2024 filing
5 hrs/week
No compensation reported
Julie Yarbrough
Director at Large
New on the 2024 filing
5 hrs/week
No compensation reported
Russell Petty
Director of Membership
New on the 2024 filing
5 hrs/week
No compensation reported
Tom Ahles
Director Membership & Treasurer
New on the 2024 filing
5 hrs/week
No compensation reported
Jennifer Leonard
CMO
Vice President of Marketing → Vice President Marketing, 2023
Vice President Marketing → CMO, 2024
On filings since 2022
40 hrs/week
$110K (2022) → $125K (2024)
Stephanie Gray
Secretary
On filings since 2022
20 hrs/week
$35K (2022) → $0 (2024)
Cliff Gilmore
COO
Chief of Staff → COO, 2024
On filings since 2023
40 hrs/week
$120K (2023) → $137K (2024)
Former officers (2)
- Former: Karis Kohen (2021–2024) — Director & Senior Vice President Business Development · Filing note: Thru 51524
- Former: Anthony Casa (2019) — Chairman
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $233K, to Katherine Katie Sweeney (Past Chair & CEO (Thru 5/2/24)). 6 officers or directors reported compensation on that filing.
Frequently asked questions about Association of Independent Mortgage Experts
How much does Association of Independent Mortgage Experts give each year?
Association of Independent Mortgage Experts gave $30K across 1 grant in 2024, according to its 2024 IRS Form 990.
How large is Association of Independent Mortgage Experts?
Association of Independent Mortgage Experts reported $746K in total assets on its 2024 IRS Form 990. Its revenue that year was $4.6M.
What is Association of Independent Mortgage Experts?
Association of Independent Mortgage Experts is a public charity focused on Community Improvement & Capacity Building, based in Clarkston, MI. It holds $746K in total assets as of 2024.
Where does Association of Independent Mortgage Experts operate?
Association of Independent Mortgage Experts has awarded grants in Georgia.
What is Association of Independent Mortgage Experts's EIN?
Association of Independent Mortgage Experts's EIN (Employer Identification Number) is 82-4304490. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Association of Independent Mortgage Experts by hand.
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