Association of Independent Mortgage Experts

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

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.

Association of Independent Mortgage Experts at a glance

In short: Association of Independent Mortgage Experts gave $30K across 1 grant in 2024 (avg $30K), mostly in Georgia. Source: 2024 IRS Form 990.

Annual giving (2024)
$30,000
Grants made (2024)
1
Average grant
$30,000
Median grant
$30,000
Total assets
$746,482
+20.5% vs 2023
Primary geography
Georgia (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who Association of Independent Mortgage Experts funds

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%).

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 History

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.

Grants by year

Grant recipients and amounts by year

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

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$746,482$4,566,775$4,441,185$30,0001—
2023$619,710$4,954,281$7,279,061——$10,409
2022$2,843,676$8,623,076$8,221,700$14,116Total only—
2021$2,433,480$6,737,940$5,150,035———
2020$1,128,826$4,997,838$5,406,923———
2019$1,360,998$6,019,631$4,876,454———

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

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.

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.

Data update history

(4)

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Association of Independent Mortgage Experts's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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