Association of Independent Mortgage Experts logo

Association of Independent Mortgage Experts

501(c)(6) organization Clarkston, MI EIN: 82-4304490 Website

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.

Your AI grants department

Ready to take the next step with Association of Independent Mortgage Experts?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Atlanta

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants2019 0 grants2020 0 grants2021 Total only2022 0 grants2023 1 grant2024

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

Dream Machine Tour: $30KDream Machine Tour$30K

The largest 2024 recipient was Dream Machine Tour ($30K).

Grant Size Distribution

1 grant across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Dream Machine Tour Atlanta, GAHall of Aime Designated Grantee$30,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2.5M$5M$7.5M$10M2019 2020 2021 2022 2023 2024
Metric202420232022
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

  1. Added Form 990 for fiscal year 2019 (received by the IRS June 11, 2020)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2024)
  3. Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
  4. 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

Katherine Katie Sweeney — Past Chair & CEO (Thru 5/2/24): $233KKatherine Katie SweeneyPast Chair & CEO (Thru 5/2/24)$233KCliff Gilmore — COO: $137KCliff GilmoreCOO$137KJennifer Leonard — CMO: $125KJennifer LeonardCMO$125KKaris Kohen Thru 51524 — Director, SVP Business Development: $118KKaris Kohen Thru 51524Director, SVP Business…$118KSean Hatala — Broker Member Relations Director: $103KSean HatalaBroker Member Relations Director$103KMarc Summers — President/Secretary: $100KMarc SummersPresident/Secretary$100K

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.

Your AI grants department

Here's the math on researching Association of Independent Mortgage Experts by hand.

Explore Open Grants

Browse active grant opportunities in Association of Independent Mortgage Experts's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Michigan

Seek the Positive Foundation

Simi Valley, CA

Assets

$4K

Grants

1

Total Given

$231

There is a Light Foundation

Wilmington, DE

In 2024, There is a Light Foundation supported organizations working in areas including education, marine conservation, hunger relief, and services for crime survivors, with 93% of its grant dollars going to California. It awarded 70 grants totaling $697,449, ranging from $900 to $250,000, with a median grant of $2,995. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

$2.0M

Grants

70

Total Given

$697K

California Community Foundation

Los Angeles, CA

The California Community Foundation funds work in education, health, housing, immigration, and other community needs, primarily in Los Angeles County. Its 2025 grants had a median of $50,000, though amounts varied widely; it does not accept unsolicited funding requests.

Assets

$2.3B

Grants

2,174

Total Given

$326.6M

Pledgeling Foundation

San Francisco, CA

Pledgeling Foundation regrants donor-directed contributions to a wide range of eligible U.S. public charities and vetted international charities, with no stated issue-area focus. Its 2024 grants had a median of $12,301 and ranged from $5,001 to $1.6 million; funding goes worldwide, with the largest share in California. It processes grants based on donor recommendations, and the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$13.3M

Grants

918

Total Given

$31.6M

WK Kellogg Foundation

Battle Creek, MI

The W.K. Kellogg Foundation funds community-led work focused on children’s health and education, good food, family economic security, racial equity and equitable opportunity. It gives across the United States, with long-term commitments in Michigan, Mississippi, New Mexico and New Orleans, and also funds in parts of Mexico and Haiti; its 2024 median grant was $100,000. It accepts proposals at any time through its website and does not limit giving to preselected organizations.

Assets

$481.0M

Grants

1,818

Total Given

$303.9M

Community Foundation for Southeast Michigan

Detroit, MI

The Community Foundation for Southeast Michigan funds nonprofits and community initiatives in economic opportunity, health equity, youth and education, arts and culture, and public space and environment across southeast Michigan. Its 2024 median grant was $25,000, though awards varied widely; it uses a two-stage Community Grants process, with selected applicants invited to submit a full application.

Assets

$1.2B

Grants

938

Total Given

$105.1M

Charles Stewart Mott Foundation

Flint, MI

The Charles Stewart Mott Foundation funds nonprofits working in civil society, youth engagement, environmental sustainability, and Flint-area community development, in Flint and communities around the world. Its 2024 grants had a median of $55,000, though awards ranged widely; it does not accept unsolicited funding requests and supports preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.8B

Grants

834

Total Given

$166.4M

The Kresge Foundation

Troy, MI

The Kresge Foundation funds nonprofits working to expand equity and opportunity in U.S. cities, across arts and culture, education, environment, health, human services, and community development; it has a particular focus on Detroit, Memphis, New Orleans, and Fresno, and its Education Program also supports institutions in South Africa. In 2024, grants ranged from $150 to $5 million, with a median award of $140,000. Programs most often invite applicants; occasional open calls and initiative-specific requests for proposals are also used, and the foundation currently reports no open funding opportunities.

Philanthropy, Voluntarism & Grantmaking

Assets

$4.0B

Grants

800

Total Given

$170.0M

DTE Energy Foundation

Detroit, MI

DTE Energy Foundation funds community transformation, human needs, economic development, education, employment, and environmental initiatives, primarily in Michigan. Its 2024 grants had a median of about $10,000, though amounts ranged from $100 to $1.2 million. Its general application process is invitation-only, but it has offered open calls for specific Michigan programs.

Assets

$129.1M

Grants

442

Total Given

$15.8M

The Skillman Foundation

Detroit, MI

The Skillman Foundation funds Detroit organizations working on education systems change, youth development, and community services that support Detroit youth. Its 2024 grants had a median of $10,000 and ranged from $50 to $500,000; it generally proactively invites partnership applications, though it welcomes connections from organizations and currently accepts applications to its $2,500–$10,000 President’s Discretionary Fund.

Assets

$418.5M

Grants

416

Total Given

$17.8M

Feeding America West Michigan

Kentwood, MI

Feeding America West Michigan funds hunger-relief organizations and food-distribution programs, including food pantries, meal sites, and summer and mobile food programs, in West Michigan and Michigan’s Upper Peninsula (40 counties). Its 2025 grants ranged from $5,028 to $2,280,020, with a median of $40,417. It invites eligible organizations to begin a partner review, which it says is not a formal application.

Assets

$35.8M

Grants

527

Total Given

$44.7M

More Funders in Michigan

Association of Independent Mortgage Experts down — hundreds of funders to go?

Want AI to do this for you?