Association of Independent Mortgage
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.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$746K
+20.5% YoY
Annual Giving
$30K
Grant Count
1
Avg Grant Size
$30K
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $746,482 | $619,710 | $2,866,777 |
| Revenue | $4,566,775 | $4,954,281 | $8,623,076 |
| Expenses | $4,441,185 | $7,279,061 | $8,221,701 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | $10,409 | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Association of Independent Mortgage fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JONATHON HADDAD SEE SCH O | CHAIR & CEO (AS OF 4/1/24) | 40 | — |
| MARC SUMMERS | PRESIDENT/SECRETARY | 40 | $100,000 |
| KATHERINE KATIE SWEENEY | PAST CHAIR & CEO (THRU 5/2/24) | 40 | $232,769 |
| KARIS KOHEN THRU 51524 | DIRECTOR, SVP BUSINESS DEVELOPMENT | 40 | $117,579 |
| TOM AHLES | DIR MEMBERSHIP (NATIONAL)/TREASURER | 5 | — |
| ENRIQUE BRAUNSCHWEIGER | DIRECTOR OF MEMBERSHIP (LOCAL) | 5 | — |
| RUSSELL PETTY | DIRECTOR OF MEMBERSHIP (REGIONAL) | 5 | — |
| JULIE YARBROUGH | DIRECTOR AT LARGE (DIR OF GROWTH) | 5 | — |
| STEPHANIE GRAY | SECRETARY (TERM END 2/8/24) | 20 | — |
| CLIFF GILMORE | COO | 40 | $136,875 |
| JENNIFER LEONARD | CMO | 40 | $125,000 |
| SEAN HATALA | BROKER MEMBER RELATIONS DIRECTOR | 40 | $102,587 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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