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Association Of Independent Mortgage Experts

  • Clarkston, MI
  • Tax-exempt since Nov. 2018
  • EIN: 82-4304490

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.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$4.95M (2023)

Expenses
$7.28M (2023)

Total Assets
$620k (2023)

Total Liabilities
$150k (2023)

Source: Form 990 tax filings from 2018 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,954,281
Expenses
$7,279,061
Net Income
-$2,324,780
Net Assets
$469,429
Notable Sources of Revenue Percent of Total Revenue
Contributions $117,071
2.4%
Program Services $4,826,691
97.4%
Investment Income $10,409
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $110
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $589,159
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,583,098
21.7%
Assets/Debt
Total Assets $619,710
Total Liabilities $150,281
Net Assets $469,429
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Katherine Katie Sweeney (Chair & Ceo) $249,988 $0 $5,871
Karis Kohen (Director, Svp Business Dev) $145,821 $0 $24,103
Cliff Gilmore (Chief Of Staff) $119,792 $0 $0
Jennifer Leonard (Vp Marketing) $114,554 $0 $5,641
Marc Summers (President, Treasurer) $109,988 $0 $25,280
Stephanie Gray (Secretary) $28,108 $0 $0
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Document Links

990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,623,076
Expenses
$8,221,700
Net Income
$401,376
Net Assets
$2,794,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,622,716
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $360
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $875,582
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,743,141
21.2%
Assets/Debt
Total Assets $2,843,676
Total Liabilities $49,467
Net Assets $2,794,209
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Katherine Katie Sweeney (Chair & Ceo) $479,990 $0 $5,273
Marc Summers (President/Treasurer) $169,990 $0 $22,583
Karis Kohen (Director) $139,990 $0 $23,006
Jennifer Leonard (Vice President Of Marketing) $109,573 $0 $5,704
Stephanie Gray (Secretary) $34,750 $0 $0
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Document Links

990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)

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

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

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

990
Filed on Sept. 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

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

990
Filed on June 11, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

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

990
Filed on May 2, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

About This Data

What Is 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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