ALLIANCE FOR INTEGRATED MEDICATION MANAGEMENT (EIN 273176816) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

TODD D SORENSEN PHARMD

Phone

7037392330

Tax Period

2023-01-01 to 2023-12-31

ALLIANCE FOR INTEGRATED MEDICATION MANAGEMENT, founded in 2010, is a small nonprofit in the Health Care sector that reported $606K in total revenue in fiscal year 2018. Revenue decreased 17% compared to the prior year. Expenses of $558K left a modest 8% surplus.

Mission

AIMM USES IHI BREAKTHROUGH MODEL OF IMPROVEMENT TO ACHIEVE HIGHER LEVEL OF PERFORMANCE CHARACTERIZED.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $683,824

Program Service Revenue $0

Investment Income $12

Other Revenue $0

TOTAL REVENUE $683,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $547,491

Other Expenses $656,009

TOTAL EXPENSES $656,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$683,836	$366,330	+0.9%
Expenses	$656,009	$405,836	+0.6%
Net Income	$27,827	$-39,506	-1.7%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$33,000

Total Directors

$33,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD D SORENSEN PHARMD FAPHA	EXEUTIVE DIRECTOR	5.00	Officer Director	$33,000	$0	$33,000
LUCINDA MAINE	CHAIR	1.00	Officer Director	$0	$0	$0
MINDY SMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DOUG SCHECKELHOFF	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARTIE HATLIE	DIRECTOR	1.00	Director	$0	$0	$0
PAM SCHWEITZER	DIRECTOR	1.00	Director	$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
2024	No data	No data	No data	No data
2023	$683,836	$656,009	$268,804	$27,827
2022	$366,330	$405,836	$437,959	$-39,506
2021	$307,928	$403,433	$333,440	$-95,505
2020	$493,131	$483,022	$465,801	$10,109
2019	$408,146	$404,974	$396,718	$3,172
2018	$606,333	$557,784	$454,163	$48,549

ALLIANCE FOR INTEGRATED MEDICATION MANAGEMENT