Association for Intelligent Information Management and Affiliates (EIN 520810190) - Form 990 Financial Analysis & Trantor Score

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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

1945

Legal Domicile

Principal Officer

Tori Miller Lui

Phone

3015878202

Tax Period

2024-01-01 to 2024-12-31

Association for Intelligent Information Management and Affiliates, founded in 1945, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

AIIM seeks to create a world where every organization benefits from technology-driven information management to reach better business outcomes.By providing certification, training, community support, and practical resources, AIIM helps organizations leverage technology to improve the management of unstructured data and be more prepared for AI and automation.

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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 $211,448

Program Service Revenue $2,132,365

Investment Income $107,242

Other Revenue $55,677

TOTAL REVENUE $2,506,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,119,964

Fundraising Expenses $0

Other Expenses $1,603,788

TOTAL EXPENSES $2,723,752

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,506,732	$2,250,419	+0.1%
Expenses	$2,723,752	$2,969,830	-0.1%
Net Income	$-217,020	$-719,411	-0.7%

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

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

$261,208

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tori Miller Lui	President & CEO	40.00	Officer	$237,786	$23,422	$261,208
Amy Michalski	Chief Business Development Officer	40.00		$115,434	$14,046	$129,480
Allan Pelz-Sharpe	Member	0.50	Director	$0	$0	$0
Alyssa Blackburn	Member	0.50	Director	$0	$0	$0
Chris McNulty	Member	0.50	Director	$0	$0	$0
David Quackenbush	Member	0.50	Director	$0	$0	$0
Jason Cassidy	Treasurer	1.00	Officer Director	$0	$0	$0
Karen Hobert	Chair	1.00	Officer Director	$0	$0	$0
Marko Sillanpaa	Member	0.50	Director	$0	$0	$0
Rikkert Engels	Vice Chair	1.00	Officer Director	$0	$0	$0
Rob Gerbrandt	Member	0.50	Director	$0	$0	$0
Shawn Acheampong	Member	0.50	Director	$0	$0	$0
Tim Brady	Member	0.50	Director	$0	$0	$0
Nina Carter	Member	0.50	Director	$0	$0	$0
John Daly	Member	0.50	Director	$0	$0	$0
Ron Cameron	Imm. Past Chair	1.00	Officer Director	$0	$0	$0
Candace McCabe	Member	0.50	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	$2,506,732	$2,723,752	$791,196	$-217,020
2023	$2,250,419	$2,969,830	$1,462,519	$-719,411
2022	$2,164,944	$9,026,572	$1,988,359	$-6,861,628
2021	$2,682,930	$2,454,756	$9,143,291	$228,174
2020	$3,400,194	$3,719,303	$9,188,384	$-319,109
2019	$907,144	$4,744,116	$10,273,208	$-3,836,972
2018	$4,508,783	$4,436,745	$13,549,638	$72,038

Association for Intelligent Information Management and Affiliates