Indiana Mortgage Bankers Inc

EIN: 237345226

Lawrenceburg, IN

Total Revenue
$269,818
Total Expenses
$232,120
Total Assets
$139,506
Net Assets
$137,143
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
IN
Phone
8125371003
Tax Period
2021-06-01 to 2022-05-31

Indiana Mortgage Bankers Inc, founded in 1958, is a small nonprofit that reported $270K in total revenue in fiscal year 2021. Revenue surged 132% from the prior year, signaling strong growth momentum. Expenses of $232K left a modest 14% surplus.

Mission

Education of members:The association serves approximately 120 members, belonging to various chapters across the state of Indiana, who benefit from the programs presented by the association. The association holds two main events each year, a convention and a production and servicing conference. Along with smaller monthly and special meetings, these events are designed to educate and update the members and the mortgage community, on various topics relevant to the residential mortgage banking industry. The association provides services, support, and information to members and promotes sound and ethical business practices consistent with industry standards.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $269,333
Investment Income $7
Other Revenue $478
TOTAL REVENUE $269,818

Expense Breakdown

Grants Paid $3,023
Salaries & Benefits $71,528
Fundraising Expenses $0
Program Expenses $131,718
Other Expenses $157,569
TOTAL EXPENSES $232,120

Year-over-Year Comparison

2021 2020 Change
Revenue $269,818 $116,203 +1.3%
Expenses $232,120 $115,510 +1.0%
Net Income $37,698 $693 +53.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
18
$71,528
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Alan Thorup Executive Dir. 40.00
Director
$71,528 $0 $71,528
Kristine Clark Director 1.00
Director
$0 $0 $0
Palak Effinger Director 1.00
Director
$0 $0 $0
Danielle Conner Director 1.00
Director
$0 $0 $0
Shelley Werner Director 1.00
Director
$0 $0 $0
Christine Buchanan Director 1.00
Director
$0 $0 $0
Joel Scheer Vice President 1.00
Director
$0 $0 $0
Greg Pilling Treasurer 1.00
Director
$0 $0 $0
Lili Del Toro Director 1.00
Director
$0 $0 $0
Greg Dugger Director 1.00
Director
$0 $0 $0
Dave Gedde Director 1.00
Director
$0 $0 $0
Rob Green Director 1.00
Director
$0 $0 $0
Mikie Collins Chapter Chair 1.00
Director
$0 $0 $0
Julie Vonderschmidt Chapter Chair 1.00
Director
$0 $0 $0
Ryan Woodruff Chapter Chair 1.00
Director
$0 $0 $0
Jon Halliwill Chapter Chair 1.00
Director
$0 $0 $0
Annette Maier Chapter Chair 1.00
Director
$0 $0 $0
Palmer Myers Director 1.00
Director
$0 $0 $0
Bryan Traylor Past President 1.00
Officer
$0 $0 $0
Lynne Tamanini President 1.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2022 $269,818 $232,120 $139,506 $37,698
2021 $116,203 $115,510 $101,809 $693
2020 $152,779 $180,921 $101,219 $-28,142
2019 $250,099 $273,125 $129,361 $-23,026
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