Association for Intelligent Information Management

Not tax-deductible

Silver Spring, MD501(c)(6)Mutual / membership EIN 52-0810190Revenue $2.5M in FY2024

On file with the IRSaiim.org8403 Colesville Rd Ste 1100, 20910-6346 · Silver Spring, MDTax-exempt since Dec 1995

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AIIM is the world's leading association dedicated to the information management industry. Our mission is to help organizations improve their performance by transforming the way they manage their information.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
60¢ of each $1 spent went to programs.
Run by 11 volunteers and 17 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $1.6M a year · 61% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$353K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $319K in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $319K in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$618K
78% of total assets
Worth a look: liabilities are 78% of assets; over 65%.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
+11% vs prior year
Spent
$2.7M
To programs
60%
Net assets
$173K
By yearFY2020–FY2024
Revenue
$2.5M
FY2024▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$2.7M
FY2022$2.2M
FY2023$2.3M
FY2024$2.5M
Expenses
$2.7M
FY2024▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.7M
FY2021$2.5M
FY2022$9.0M
FY2023$3.0M
FY2024$2.7M
Net assets
$173K
FY2024▼ -60%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.9M
FY2021$8.3M
FY2022$1.0M
FY2023$438K
FY2024$173K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $1.6M Management & general 40% · $1.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $353K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$237,786Pt VII · Sec A
Chief Business Development Officer
$115,434Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Margaret Winton——$265,586$229,966—
Tori Miller Lui$237,786————
Winton Margaret————$220,537
Tori Miller-Lui—$212,279———
Wilkins Jesse————$130,514
Amy Michalski$115,434—$106,717$129,929—
John Mancini—$125,000———
Michalski Amy————$123,775

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Association for Intelligent Information Management executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

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Helps organizations improve performance by transforming information management.

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3 programs · in their own filed words · FY2024
01

Meetings, Expositions & Seminars

Dissemination of the latest technical advances at the annual conference. Additional information is channeled through our web, seminars, webinars.

Pt IX · col B
02

Professional & Membership Services

Member services and public information on AIIM provided to state chapters and several thousand professional and trade members.

Pt IX · col B
03

Communications

Dissemination of digital assets and general business information offered through AIIMs website, programs and services.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Fees for servicesLn 2g$2.1M
Gifts and grantsLn 1h$211K
Investment incomeLn 3$107K
Money outPt IX
$2.7M
Ln 25
Programscol B$1.6M
Managementcol C$1.1M
Owns and owesPt X
$173K
net assets · Ln 32
Cash and savingsLn 1–2$203K
Total assetsLn 16$791K
LiabilitiesLn 26$618K
PeoplePt VI, VII
17
listed · VII A
PaidVII A2
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$211K
Government grantsLn 1e$211K
Fees for servicesLn 2g$2.1M
Investment incomeLn 3$107K
Other incomeLn 4–11$56K
Gains on assetsLn 7$95K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$203K
SavingsLn 2$0
Cash and savings togetherLn 1–2$203K
InvestmentsLn 11–13$319K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$1K
Total assetsLn 16$791K
LiabilitiesLn 26$618K
Net assetsLn 32$173K
OperationsPt I, VI
EmployeesI 517
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$122K$203K
InvestmentsLn 11–13$934K$319K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$1.5M$791K
LiabilitiesLn 26$1.0M$618K
Net assetsLn 32$438K$173K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$261K$261K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$859K$717K$142K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$5K$5K
Other fees for servicesLn 11g$625K$337K$287K
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$74K$9K$66K
RoyaltiesLn 15$0
OccupancyLn 16$13K$13K
TravelLn 17$63K$63K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$35K$35K
Other expenses (24a–d)Ln 24$789K$585K$204K
All other expensesLn 24e$0
Total functional expensesLn 25$2.7M$1.6M$1.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.5M$2.7M−$217K$173K 990 PDF
FY2023 $2.3M$3.0M−$719K$438K 990 PDF
FY2022 $2.2M$9.0M−$6.9M$1.0M 990 PDF
FY2021 $2.7M$2.5M$228K$8.3M 990 PDF
FY2020 $3.4M$3.7M−$319K$7.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,506,732 revenue, 12 lines filed
I-8 Contributions and grants$211,448
I-9 Program service revenuePrior year $2,207,506$2,132,365
I-10 Investment incomePrior year $25,973$107,242
I-11 Other revenuePrior year $16,940$55,677
I-12 Total revenuePrior year $2,250,419$2,506,732
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,204,305$1,119,964
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,765,525$1,603,788
I-18 Total expensesPrior year $2,969,830$2,723,752
I-19 Revenue less expensesPrior year −$719,411−$217,020
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,506,732 across 10 lines filed
VIII-1e Government grants$211,448
VIII-1h Total contributions, gifts and grants$211,448
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,132,365$2,132,365
VIII-3 Investment incomeExcluded from tax $11,953$11,953
VIII-5 RoyaltiesExcluded from tax $19,245$19,245
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $95,289$95,289
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $36,432$36,432
VIII-12 Total revenueRelated to mission $2,264,086 · Excluded from tax $31,198$2,506,732
Part IX · Statement of functional expenses $2,723,752 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $261,208$261,208
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $716,777 · Management $141,979$858,756
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $4,692$4,692
IX-11g Other fees for servicesPrograms $337,423 · Management $287,319$624,742
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technologyPrograms $8,605 · Management $65,784$74,389
IX-15 Royalties$0
IX-16 OccupancyManagement $12,705$12,705
IX-17 TravelManagement $63,474$63,474
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $35,177$35,177
IX-24 Other expenses (24a–d)Programs $584,695 · Management $203,914$788,609
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $1,647,500 · Management $1,076,252 · Fundraising $0$2,723,752
Part X · Balance sheet $791,196 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $121,840$203,348
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$230,977
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $155,304$36,643
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $933,789$319,188
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $251,586$1,040
X-16 Total assetsStart of year $1,462,519$791,196
X-17 Accounts payable and accrued expensesStart of year $280,674$128,773
X-19 Deferred revenueStart of year $492,654$488,109
X-25 Other liabilitiesStart of year $251,586$1,040
X-26 Total liabilitiesStart of year $1,024,914$617,922
X-27 Net assets without donor restrictionsStart of year $437,605$173,274
X-32 Total net assets or fund balancesStart of year $437,605$173,274
X-33 Total liabilities and net assetsStart of year $1,462,519$791,196
Part XI · Reconciliation of net assets $173,274 net assets at year end
XI-1 Total revenue$2,506,732
XI-2 Total expenses$2,723,752
XI-3 Revenue less expenses−$217,020
XI-4 Net assets at start of year$437,605
XI-5 Net unrealized gains (losses) on investments−$45,376
XI-7 Investment expenses−$1,935
XI-10 Net assets at end of year$173,274

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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