AAIM MANAGEMENT SERVICES

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

PHILIP BRANDT

Phone

3149683600

Tax Period

2024-01-01 to 2024-12-31

AAIM MANAGEMENT SERVICES, founded in 1969, is a community nonprofit in the Community Improvement sector that reported $5.1M in total revenue in fiscal year 2024. Expenses of $4.8M left a modest 6% surplus.

Mission

SUPPORTING THE DEVELOPMENT OF AN ELITE GROUP OF EMPLOYERS THAT DEPLOYS PROGRESSIVE AND COMPREHENSIVE TALENT MANAGEMENT SOLUTIONS. CREATING GREAT COMMUNITIES TO LIVE IN BY DEVELOPING GREAT PLACES TO WORK.

Program Service Accomplishments

Program 1

INQUIRIES: INQUIRIES SERVED AS A VITAL HR HELP DESK, SUPPORTING 703 COMPANIES (66.3%) WITH 8,829 REAL-WORLD QUESTIONS ON EVERYTHING FROM COMPLIANCE TO POLICY STRATEGY. THIS SERVICE REMAINS A...

INQUIRIES: INQUIRIES SERVED AS A VITAL HR HELP DESK, SUPPORTING 703 COMPANIES (66.3%) WITH 8,829 REAL-WORLD QUESTIONS ON EVERYTHING FROM COMPLIANCE TO POLICY STRATEGY. THIS SERVICE REMAINS A CORNERSTONE OF AAIM'S VALUE IN SUPPORTING RESPONSIVE, EXPERT-DRIVEN HR OPERATIONS WHILE HELPING TO DEVELOP AND SUPPORT GREAT PLACES TO WORK IN OUR COMMUNITIES.

Program 2

ROUNDTABLES: ROUNDTABLES CREATED SPACE FOR A TOTAL OF 2,605 HR PROFESSIONALS PARTICIPATING IN PEER-TO-PEER LEARNING. WITH OVER HALF OF THE MEMBERSHIP ORGANIZATIONS (50.7%) ACTIVELY ATTENDING, THIS...

ROUNDTABLES: ROUNDTABLES CREATED SPACE FOR A TOTAL OF 2,605 HR PROFESSIONALS PARTICIPATING IN PEER-TO-PEER LEARNING. WITH OVER HALF OF THE MEMBERSHIP ORGANIZATIONS (50.7%) ACTIVELY ATTENDING, THIS PROGRAM SIGNIFICANTLY ENHANCED KNOWLEDGE SHARING AND COMMUNITY BUILDING ACROSS DIVERSE INDUSTRIES.

Program 3

BENCHMARK SURVEYS: WITH 533 COMPANIES (50.3%) CONTRIBUTING TO SURVEYS, THIS PROGRAM FUELED VALUABLE BENCHMARKING DATA THAT MEMBERS COULD USE FOR DECISION-MAKING. THESE 1,079 INPUTS SHAPED KEY...

BENCHMARK SURVEYS: WITH 533 COMPANIES (50.3%) CONTRIBUTING TO SURVEYS, THIS PROGRAM FUELED VALUABLE BENCHMARKING DATA THAT MEMBERS COULD USE FOR DECISION-MAKING. THESE 1,079 INPUTS SHAPED KEY INSIGHTS INTO COMPENSATION, BENEFITS, AND HR BEST PRACTICES.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,065,815

Investment Income $60,210

Other Revenue $0

TOTAL REVENUE $5,126,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,053,391

Fundraising Expenses $0

Other Expenses $743,604

TOTAL EXPENSES $4,796,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,126,025	$4,946,006	+0.0%
Expenses	$4,796,995	$4,673,621	+0.0%
Net Income	$329,030	$272,385	+0.2%

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

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

$904,555

Total Directors

Key Employees

$435,750

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON KAUFMANN	CHAIRMAN (THRU 9/24)	1.00	Officer Director	$0	$0	$0
MICKEY LUNA	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DON ADAMSKI	DIRECTOR	1.00	Director	$0	$0	$0
JANETTE ESTEP	DIRECTOR	1.00	Director	$0	$0	$0
DAN FITTER	DIRECTOR	1.00	Director	$0	$0	$0
ROB FORSYTH	DIRECTOR	1.00	Director	$0	$0	$0
KEITH GULLER	DIRECTOR	1.00	Director	$0	$0	$0
DARREL KEESLING	DIRECTOR	1.00	Director	$0	$0	$0
EMILY MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
DANNY RAMOS	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP BRANDT	PRESIDENT & CEO	10.00	Officer	$622,067	$29,049	$651,116
BRIAN STREMLAU	SECRETARY & CFO	10.00	Officer	$233,157	$20,282	$253,439
BRANDI TEMPLES	VP OF MEMBER EXPERIENCE	40.00	Key Emp	$215,130	$8,605	$223,735
TIMOTHY SATER	VP OF MARKETING	8.00	Key Emp	$193,927	$18,088	$212,015
SUSAN GLASCOCK	STRATEGIC HR ADVISOR	8.00	Highest	$172,950	$6,984	$179,934
CARAN SMITH	STRATEGIC HR ADVISOR	8.00	Highest	$116,004	$10,723	$126,727
DOMINIQUE RODRIGUEZ	VP - FLORIDA	8.00	Highest	$128,588	$16,893	$145,481
DEBORAH JOHNSON	STRATEGIC HR ADVISOR	8.00	Highest	$131,563	$11,338	$142,901
LAUREN PATEL	ENGAGEMENT MANAGER	8.00	Highest	$121,563	$16,582	$138,145

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	$5,126,025	$4,796,995	$9,052,989	$329,030
2023	$4,946,006	$4,673,621	$8,998,618	$272,385
2022	$4,501,610	$4,122,942	$8,006,824	$378,668
2021	$4,378,245	$3,667,554	$4,687,757	$710,691
2020	$3,661,054	$3,143,077	$3,734,362	$517,977
2019	$4,165,142	$3,877,998	$3,543,368	$287,144
2018	$3,892,780	$3,606,039	$2,990,108	$286,741