THE ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION LIMITED (EIN 980519204) - 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

2002

Principal Officer

JACK INGLIS

Phone

6468667140

Tax Period

2024-01-01 to 2024-12-31

THE ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION LIMITED, founded in 2002, is a mid-sized nonprofit in the Community Improvement sector that reported $16.0M in total revenue in fiscal year 2024.

Mission

AIMA'S MISSION IS TO PROVIDE AN INTERACIVE AND PROFESSIONAL FORUM FOR THEIR MEMBERS, PROVIDE LEADERSHIP TO THE HEDGE FUND INDUSTRY, AND ENHANCE INDUSTRY TRANSPARENCY AND EDUCATION.

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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 $12,761,189

Program Service Revenue $2,916,994

Investment Income $245,379

Other Revenue $56,066

TOTAL REVENUE $15,979,628

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,529,810

Fundraising Expenses $0

Other Expenses $5,430,269

TOTAL EXPENSES $15,960,079

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,979,628	$15,691,034	+0.0%
Expenses	$15,960,079	$15,097,327	+0.1%
Net Income	$19,549	$593,707	-1.0%

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

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

$1,320,818

Total Directors

$1,320,818

Key Employees

$701,384

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK INGLIS	CHIEF EXECUT	40.00	Officer Director	$1,310,767	$10,051	$1,320,818
MICHELLE NOYES	CHIEF OPERAT	40.00	Key Emp	$634,050	$67,334	$701,384
KARL WACHTER	CHAIR	2.00	Director	$0	$0	$0
RUSSELL BURT	DIRECTOR	2.00	Director	$0	$0	$0
HELENE GLOTZER	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH WIGGINS	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE ABRAT	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS SCOTT-BARTON	DIRECTOR	2.00	Director	$0	$0	$0
PHILLIP MEYER	DIRECTOR	2.00	Director	$0	$0	$0
JON MAY	DIRECTOR	2.00	Director	$0	$0	$0
ANGUS MILNE	DIRECTOR	2.00	Director	$0	$0	$0
DECLAN O'SULLIVAN	DIRECTOR	2.00	Director	$0	$0	$0
MARTIN PABARI	DIRECTOR	2.00	Director	$0	$0	$0
ROSIE REYNOLDS	DIRECTOR	2.00	Director	$0	$0	$0
DONNA RIX	DIRECTOR	2.00	Director	$0	$0	$0
KATE SQUIRE	DIRECTOR	2.00	Director	$0	$0	$0
STEVE METZGER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN D'AGOSTINO	DIRECTOR	2.00	Director	$0	$0	$0
SARA CUNNINGHAM	DIRECTOR	2.00	Director	$0	$0	$0
SHINICHIRO SHIRAKI	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH ZURKOW	DIRECTOR	2.00	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	$15,979,628	$15,960,079	$15,395,268	$19,549
2023	$15,691,034	$15,097,327	$14,633,007	$593,707
2022	$12,809,573	$12,497,951	$13,742,425	$311,622
2021	$12,052,219	$11,653,649	$14,097,184	$398,570
2020	$12,114,786	$11,348,063	$12,989,475	$766,723
2019	$11,731,044	$11,968,077	$10,618,854	$-237,033
2018	$11,432,285	$10,823,538	$10,676,854	$608,747

THE ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION LIMITED