2024-11-15T09:47:01-06:00 2022-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2022-01-01 824304490 ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS ASSO 3603355246 6978 DIXIE HIGHWAY B CLARKSTON MI 48346 TOM AHLES TREASURER 3603355246 2024-11-14 1 1 LISA BURKE P00220718 8169455500 2024-11-14 2022 2024-10-15 13:58:12Z X X JONATHON HADDAD 6978 DIXIE HIGHWAY B CLARKSTON MI 48346 8623076 0 X AIMEGROUP.COM X 2018 MI TO SUPPORT THE COMMUNITY OF INDEPENDENT MORTGAGE EXPERTS THROUGH OUTREACH AND EDUCATION. 4 0 55 0 0 0 560004 0 6177936 8622716 0 0 0 360 6737940 8623076 0 14116 0 0 2033408 2899929 0 0 0 3116627 5307655 5150035 8221700 1587905 401376 2433480 2843676 40647 49467 2392833 2794209 X TO ESTABLISH 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. 0 0 AIME IS A MEMBERSHIP ASSOCIATION OF INDEPENDENT MORTGAGE EXPERTS. MEMBERS ARE EMPOWERED WITH THE TOOLS, RESOURCES, AND SUPPORT NECESSARY TO SUCCESSFULLY ADVISE CONSUMERS NATIONWIDE WITH THEIR RESIDENTIAL MORTGAGE NEEDS. MEMBERS ARE PROVIDED EXCLUSIVE BENEFITS AND BENEFIT FROM IMPACTFUL LEGISLATIVE AND SOCIAL PROGRESS THROUGH ADVOCACY AND EDUCATION.SEE SCHEDULE O FOR A SUMMARY OF MEMBER BENEFITS.MEMBER BENEFITS:-AIME FUSE NATIONAL CONFERENCE-REGIONAL WORKSHOPS-SOCIAL MEDIA COMMUNITIES HOSTED BY AIME, EXCLUSIVELY FOR MEMBERS, WITH WEEKLY CONTENT AND TRAINING FOR THE PURPOSE OF PROVIDING KNOWLEDGE, TRAINING, AND EDUCATION AROUND TOPICS THAT CAN HELP INDEPENDENT MORTGAGE EXPERTS GROW THEIR BUSINESSES.-MEMBER NETWORKING OPPORTUNITIES VIA LOCAL AND VIRTUAL MEET UPS-WEEKLY E-NEWSLETTER-WEEKLY BROKER-TO-BROKER PODCAST EXCLUSIVELY FOR AIME MEMBERS, FEATURING INDEPENDENT MORTGAGE EXPERTS SHARING BEST PRACTICES, SUCCESS STORIES, AND BENEFITS TO AIME MEMBERSHIP. -MONTHLY WEBINARS PROVIDING MEMBERS WITH TRAINING AROUND MARKETING, BUSINESS DEVELOPMENT, AND OTHER TOPICS TO HELP INDEPENDENT MORTGAGE EXPERTS GROW THEIR BUSINESS.-EXCLUSIVE MEMBER PERKS PROGRAM THAT PROVIDES LISTS OF PREFERRED INDUSTRY PARTNERS AND MEMBER DISCOUNTS, INCLUDING: --ACCESS TO HUNDREDS OF DISCOUNTS LOCAL TO YOU THROUGH OUR CORPORAT+ CLUB VIP PERKS PROGRAM--DISCOUNTED SUBSCRIPTION FEES FOR ENHANCED TECHNOLOGY OFFERINGS--DISCOUNTED PRE-EDUCATION AND CONTINUING EDUCATION PROFESSIONAL SERVICESADDITIONAL BENEFITS:-AIME ADVOCACY EFFORTS VIA LOBBYING AND PUBLIC RELATIONS ON BEHALF OF INDEPENDENT MORTGAGE EXPERTS.-EDUCATIONAL INFORMATION AND SUPPORT TO INDIVIDUALS NOT YET AN INDEPENDENT MORTGAGE EXPERT LOOKING TO BECOME ONE. ANNUAL CONFERENCE IN 2022, THE AIME FUSE NATIONAL CONFERENCE PROVIDED EDUCATIONAL AND NETWORKING OPPORTUNITIES AND AN EXHIBIT HALL FOR 3,000 VIRTUAL ATTENDEES. SPONSORS WERE COMPRISED OF WHOLESALE MORTGAGE LENDERS AND MORTGAGE SERVICE AND PRODUCT VENDERS. THE AIME FUSE NATIONAL CONFERENCE IS THE LARGEST VIRTUAL GATHERING OF INDEPENDENT MORTGAGE EXPERTS IN THE US. REGIONAL WORKSHOPSIN 2022, AIME HELD 100 WORKSHOPS, WHICH OFFERED INDUSTRY INSIGHT AND NETWORKING OPPORTUNITIES AND AN EXHIBIT HALL. SPONSORS WERE COMPRISED OF WHOLESALE MORTGAGE LENDERS AND MORTGAGE SERVICE AND PRODUCT VENDERS. THESE WORKSHOPS ARE DESIGNED TO HELP INDEPENDENT MORTGAGE EXPERTS BUILD THEIR BUSINESS THROUGH HANDS-ON TRAINING AND COLLABORATION. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 55 1 0 0 0 0 1 0 0 0 0 X 4 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 X TOM AHLES TREASURER 2166304520 6978 DIXIE HWY STE B CLARKSTON MI 48346 MARC SUMMERS PRESIDENT/TREASURER 40.00 X X 169990 0 22583 KATHERINE KATIE SWEENEY CHAIR & CEO 40.00 X X 479990 0 5273 STEPHANIE GRAY SECRETARY 40.00 X X 34750 0 0 KARIS KOHEN DIRECTOR 40.00 X 139990 0 23006 JENNIFER LEONARD VICE PRESIDENT OF MARKETING 40.00 X 109573 0 5704 934293 0 56566 4 0 1 0 0 SPONSORSHIPS 611430 6782014 6782014 MEMBERSHIP DUES 611430 1115064 1115064 ANNUAL CONFERENCE 611430 724440 724440 REGIONAL WORKSHOP 611430 1198 1198 8622716 360 0 360 360 8623076 8622716 0 360 14116 875582 1743141 92532 188674 37448 49459 358776 305546 146446 467693 193334 495914 3202073 23102 26024 1840 8221700 2116207 1498309 235842 1308584 81431 36783 199737 199737 0 0 2433480 2843676 40647 42267 0 7200 40647 49467 X 0 0 0 0 2392833 2794209 2392833 2794209 2433480 2843676 401376 0 X 0 0 0 0 1 0 46369 46369 0 42497 42497 0 110871 110871 0 0 X 0 0 0 0 0 KATHERINE KATIE SWEENEY CHAIR & CEO 239990 0 240000 0 0 0 0 0 5273 0 485263 0 0 0 MARC SUMMERS PRESIDENT/TREASURER 119990 0 50000 0 0 0 0 0 22583 0 192573 0 0 0 KARIS KOHEN DIRECTOR 139990 0 0 0 0 0 0 0 23006 0 162996 0 0 0 PART I, LINE 1A ONLY THE CEO USED FIRST-CLASS TRAVEL. SPOUSAL TRAVEL WAS NOT INCLUDED. THE FIRST-CLASS TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION. AMENDED RETURN STATEMENT: FORM 990 IS BEING AMENDED TO MORE ACCURATELY REFLECT THE ASSOCIATION ACTIVITIES AND TO ELIMINATE INCONSISTENCIES AND UNINTENTIONAL OVERSIGHTS IN REPORTING. REVISIONS MADE ARE DESCRIBED BELOW. -PART III PROGRAM SERVICE ACCOMPLISHMENTS HAVE BEEN REORDERED IN ACCORDANCE WITH THE FORM INSTRUCTIONS. -PART IV RESPONSES HAVE BEEN UPDATED TO REFLECT ALL APPLICABLE ACTIVITY. -PART V RESPONSES HAVE BEEN UPDATED TO REFLECT ALL APPLICABLE ACTIVITY. -PART VI, SECTION A, LINES 1A AND 1B HAVE BEEN UPDATED TO REFLECT THE NUMBER OF BOARD MEMBERS AT YEAR END. -PART VI, SECTION A, LINE 6 WAS UPDATED AND A SCHEDULE O DISCLOSURE ADDED TO ADDRESS ASSOCIATION MEMBERSHIP. -PART VI, SECTION A, LINES 8A AND 8B HAVE BEEN UPDATED AND SCHEDULE O DISCLOSURES ADDED. -PART VI, SECTION C HAS BEEN COMPLETED IN ITS ENTIRETY AND LINE 20 UPDATED TO REPORT THE CURRENT INDIVIDUAL. -PART VII, SECTION A, LINE 1A WAS UPDATED TO INCLUDE ALL BOARD MEMBERS, OFFICERS, AND HIGHLY COMPENSATED INDIVIDUALS WHO SERVED DURING THE YEAR. COMPENSATION HAS BEEN UPDATED TO INCLUDE ALL APPLICABLE ELEMENTS. -PART VII, SECTION A, LINE 2 HAS BEEN CORRECTED. -PARTS VIII, IX, AND X HAVE BEEN UPDATED TO ALIGN THE GROUPINGS WITH THE FORM INSTRUCTIONS. -PART IX (LINE 22), PART X (LINE 10B), AND SCHEDULE D, PART VI HAVE BEEN UPDATED TO REFLECT CORRECTIONS MADE TO DEPRECIATION EXPENSE. -PART XII HAS BEEN CORRECTED. -SCHEDULE C HAS BEEN PREPARED. -SCHEDULE J, PART II HAS BEEN UPDATED TO INCLUDE ALL REPORTABLE EMPLOYEES, TO REMOVE DUPLICATE COMPENSATION DATA, TO SEGREGATE BONUS AND INCENTIVE COMPENSATION FROM BASE COMPENSATION, AND TO REPORT ALL ELEMENTS OF COMPENSATION. CHANGES TO PART I ARE THE DIRECT RESULT OF THE REVISIONS NOTED ABOVE. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THREE (3) CLASSES OF MEMBERS. CLASS I MEMBERS ARE INDEPENDENT MORTGAGE EXPERTS WHO ARE EMPLOYEES OR INDEPENDENT CONTRACTORS OF A BUSINESS THAT IS AN INDEPENDENT BROKER OR NON-DELEGATED CORRESPONDENT OF RESIDENTIAL MORTGAGES. CLASS II MEMBERS ARE VENDORS TO THE RESIDENTIAL MORTGAGE INDUSTRY. CLASS III MEMBERS ARE SELLERS AND SERVICERS OF RESIDENTIAL HOME MORTGAGE LOANS. CORPORATIONS OR BUSINESS ENTITIES SEEKING MEMBERSHIP IN THE ASSOCIATION FOR THEMSELVES, THEIR EMPLOYEES AND/OR THEIR INDEPENDENT CONTRACTORS, AS APPLICABLE, AS A CLASS I MEMBER, CLASS II MEMBER, OR CLASS III MEMBER, SHALL BECOME MEMBERS OF THE ASSOCIATION ONLY UPON APPROVAL OF THE ASSOCIATION AFTER HAVING MET THE MEMBERSHIP CRITERIA SET BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8A NO BOARD OF DIRECTORS MEETINGS WERE HELD DURING 2022. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS DURING 2022. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING WITH THE IRS, THE BOARD COLLECTIVELY REVIEWS FORM 990, HOLDS A FORMAL VOTE ON ADOPTION OF THE 990 FOR SUBMISSION, AND MEMORIALIZES THE VOTE IN ITS PERMANENT RECORDS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AIME'S WEBSITE INCLUDES A REQUEST PUBLIC DOCUMENTS BUTTON WHERE YOU CAN EMAIL YOUR REQUEST TO AIMETRANSPARENCY@AIMEGROUP.COM.