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Association Of Independent Mortgage Experts

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$8.62M (2022)

Expenses
$8.22M (2022)

Total Assets
$2.87M (2022)

Total Liabilities
$49.5k (2022)

Source: Form 990 tax filings from 2018 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,623,076
Expenses
$8,221,701
Net Income
$401,375
Net Assets
$2,817,311
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,623,076
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $739,969
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,827,892
22.2%
Assets/Debt
Total Assets $2,866,777
Total Liabilities $49,466
Net Assets $2,817,311
Compensation
Key Employees and Officers Compensation Related Other
Katherine Sweeney (Chairman) $479,990 $0 $0
Karis Koehn (Director) $139,989 $0 $0
Marc P Summers (President) $119,990 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,737,940
Expenses
$5,150,035
Net Income
$1,587,905
Net Assets
$2,392,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $560,004
8.3%
Program Services $6,177,936
91.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $500,833
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,300,768
25.3%
Assets/Debt
Total Assets $2,433,480
Total Liabilities $40,647
Net Assets $2,392,833
Compensation
Key Employees and Officers Compensation Related Other
Katherine Sweeney (Chairman) $240,000 $0 $0
Karis Kohen (Director) $140,000 $0 $0
Marc P Summers (President) $120,833 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,997,838
Expenses
$5,406,923
Net Income
-$409,085
Net Assets
$879,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,997,838
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $100,000
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,605,322
29.7%
Assets/Debt
Total Assets $1,128,826
Total Liabilities $249,698
Net Assets $879,128
Compensation
Key Employees and Officers Compensation Related Other
Marc P Summers (President) $100,000 $0 $0
Katherine Sweeney (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,019,631
Expenses
$4,876,454
Net Income
$1,143,177
Net Assets
$1,300,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,019,631
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,095,676
22.5%
Assets/Debt
Total Assets $1,360,998
Total Liabilities $60,591
Net Assets $1,300,407
Compensation
Key Employees and Officers Compensation Related Other
Marc P Summers (President) $100,000 $0 $0
Anthony Casa (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,420,243
Expenses
$1,263,013
Net Income
$157,230
Net Assets
$157,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,774
1.8%
Program Services $1,394,469
98.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $307,909
24.4%
Assets/Debt
Total Assets $181,176
Total Liabilities $23,946
Net Assets $157,230
Compensation
Key Employees and Officers Compensation Related Other
Marc P Summers (President) $100,000 $0 $0
Anthony Casa (Vice Preside) $0 $0 $0

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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