Civic Intelligence

Alliance for Integrated Medication

EIN 27-3176816 • 501(c)3 • Fairfax, VA

Profile

Aimm uses ihi breakthrough model of improvement to achieve higher level of performance characterized by: patient-centered coordinated care for defined, high-risk populations, application of best practices identified from high-performing organizations across the us, use of rapid, interactive performance improvement cycles designed to achieve results quickly, interprofessional care provided through specially designed delivery systems, and registries to manage high-risk patients and track their care.

CO PO Box 2046Fairfax, VA 22030

www.aimmweb.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.85x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.33x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-40%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

-1.6%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

37th percentile

-13%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Assets

Up

$317,335

Up $48,531 (+18%) from 2023

Liabilities

Up

$269,048

Up $129,591 (+93%) from 2023

Net Assets

Down

$48,287

Down $81,060 (-63%) from 2023

Revenue

Down

$201,698

Down $482,138 (-71%) from 2023

Expenses

Down

$282,758

Down $373,251 (-57%) from 2023

Net Income

Down

-$81,060

Down $108,887 (-391%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $454,163Liabilities 2018: $230,913Net Assets 2018: $223,2502018Assets 2019: $396,718Liabilities 2019: $170,296Net Assets 2019: $226,4222019Assets 2020: $465,801Liabilities 2020: $229,270Net Assets 2020: $236,5312020Assets 2021: $333,440Liabilities 2021: $192,414Net Assets 2021: $141,0262021Assets 2022: $437,959Liabilities 2022: $336,439Net Assets 2022: $101,5202022Assets 2023: $268,804Liabilities 2023: $139,457Net Assets 2023: $129,3472023Assets 2024: $317,335Liabilities 2024: $269,048Net Assets 2024: $48,2872024

Highlighted filing

2024

Assets$317,335
Liabilities$269,048
Net Assets$48,287

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2018: $606,333Expenses 2018: $557,784Net Income 2018: $48,5492018Revenue 2019: $408,146Expenses 2019: $404,974Net Income 2019: $3,1722019Revenue 2020: $493,131Expenses 2020: $483,022Net Income 2020: $10,1092020Revenue 2021: $307,928Expenses 2021: $403,433Net Income 2021: -$95,5052021Revenue 2022: $366,330Expenses 2022: $405,836Net Income 2022: -$39,5062022Revenue 2023: $683,836Expenses 2023: $656,009Net Income 2023: $27,8272023Revenue 2024: $201,698Expenses 2024: $282,758Net Income 2024: -$81,0602024

Highlighted filing

2024

Revenue$201,698
Expenses$282,758
Net Income-$81,060

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$201,698
Mission and Program Overview

Mission

Aimm uses ihi breakthrough model of improvement to achieve higher level of performance characterized by: patient-centered coordinated care for defined, high-risk populations. Application of best practices identified from high-performing organizations across the us. Use of rapid, interactive performance improvement cycles designed to achieve results quickly. Interprofessional care provided through specially designed delivery systems and registries to manage high risk patients and track their care.

Aimm uses ihi breakthrough model of improvement to achieve higher level of performance characterized.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$264,508$315,789▲ $51,281
Accounts Receivable$2,750$0▼ $2,750
Total Assets$268,804$317,335▲ $48,531
Other Assets Total$1,546$1,546→ $0
Liabilities
Deferred Revenue$94,562$235,567▲ $141,005
Accounts Payable and Accrued Expenses$44,895$33,481▼ $11,414
Total Liabilities$139,457$269,048▲ $129,591
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$129,347$48,287▼ $81,060
Total Net Assets Fund Balance$129,347$48,287▼ $81,060
Total Liabilities and Net Assets / Fund Balance$268,804$317,335▲ $48,531
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Todd D Sorensen Pharmd FaphaExecutive DirectorPT$26,125$26,125

Board Members and Trustees

NameTitle
Lucinda MaineChair
Mindy SmithVice Chair
Martie HatlieDirector
Pam SchweitzerDirector
Doug ScheckelhoffSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Financial Transformations INCStrategic Operations9912 STROUGHTON ROAD, Fairfax, VA 22032$101,935
Revenue and Support

Revenue Composition

Contributions and Grants
$201,674
Program Service Revenue
$0
Investment Income
$24
Other Revenue
$0
All Other Contributions
$201,674
Change in Net Assets
$-81,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,633
Salaries, Compensation, and Employee Benefits$26,125
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$196,174$27,598-$223,772
Current Officers, Directors, Trustees, and Key Employees-$26,125-$26,125
Fees for Services Accounting-$25,109-$25,109
Insurance-$4,713-$4,713
Travel-$1,710-$1,710
Office Expenses-$952-$952
Other Expenses-$377-$377
Total Functional Expenses$196,174$86,584$0$282,758
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The executive director and management team are all contractors and not employees of aimm.

Form 990, Part VI, Section B, Line 11B

The federal form 990 is reviewed by the executive director, treasurer and the board of directors before filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The board of directors regularly and consistently monitors and enforces compliance with the conflict of interest policy by reviewing the conflict of interest annual disclosures each year.

Form 990, Part VI, Section B, Line 15

The organization does not have any employees.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available upon request during the year.

Filing and Contact Details

Filer

Filer Name
Alliance for Integrated Medication
EIN
27-3176816
Phone
7037392330
Address
CO PO BOX 2046, FAIRFAX, VA 22030

Signing Officer

Name
Todd D Sorensen Pharmd Fapha
Title
Executive Director
Phone
7037392330
Signed
2025-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd D Sorensen Pharmd
Formed
2010
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Han Group LLC
Address
1020 19TH STREET NW SUITE 800, WASHINGTON, DC 20036
Preparer
Jennifer S Han
Phone
2022937000
Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0A REGIONAL INTEGRATED TRANSFORMATION ZONE (RITZ) IS A COMMUNITY OF SERVICE PROVIDERS WHO ARE COMMITTED TO BETTER HEALTH OUTCOMES AND A HIGHER QUALITY OF LIFE FOR POPULATIONS WHO ARE NOT ACHIEVING THEIR DESIRED CLINICAL GOALS.OUR CURRENT RITZ PARTNERSHIPS, LISTED BELOW, FALL INTO TWO CATEGORIES: PAYER PROVIDER PARTNERSHIPS AND CARE DELIVERY TRANSFORMATION.PAYER PROVIDER PARTNERSHIPS: PAYER PROVIDER PARTNERSHIPS FOCUS ON IMPROVING HOW PEOPLE PAY FOR CARE.AIMM IS PARTNERING WITH THE UNIVERSITY OF UTAH (UU) COLLEGE OF PHARMACY (COP) TO INSTALL A SUSTAINABLE COMPREHENSIVE MEDICATION MANAGEMENT (CMM) SERVICE TO IMPROVE THE QUALITY AND EFFECTIVENESS OF HEALTH CARE IN THE GREATER SALT LAKE REGION AND EVENTUALLY THE STATE OF UTAH. AIMM WILL SUPPORT THE UU COP IN ACHIEVING ITS VISION TO: "FORM A STATE-BASED PROVIDER, PHARMACIST, PAYER, AND PATIENT ALLIANCE THAT WILL ALLOW PRACTITIONERS AND FUNDERS TO CREATE REAL, SUSTAINABLE SOLUTIONS TO OPTIMIZE MEDICATION USE ACROSS THE STATE."AIMM AND UNC ESHELMAN HAVE BEEN AWARDED A $400,000 GRANT FROM THE DOGWOOD HEALTH TRUST TO IMPROVE PATIENT CARE, OPTIMIZE MEDICATION USE AND ACCESS, AND BETTER CHRONIC CARE MANAGEMENT FOR INDIVIDUALS IN WESTERN NORTH CAROLINA. AIMM WILL CONTRIBUTE OUR EXPERTISE TO THIS PROJECT BY PROVIDING PROJECT MANAGEMENT AND OUR EXPERIENCE WITH DESIGN OF HEALTHCARE DELIVERY SYSTEM MODELS, INCLUDING ENHANCING ACCESS TO MEDICATION MANAGEMENT SERVICES BY UNDERSERVED AND RURAL POPULATIONS. BY PARTNERING WITH LOCAL STAKEHOLDERS, AIMM WILL BRING OUR NATIONAL EXPERIENCE TO IDENTIFYING THE MEDICATION MANAGEMENT NEEDS OF PATIENTS IN RURAL, WESTERN NORTH CAROLINA AND POTENTIAL SOLUTIONS TO ADDRESSING GAPS IN CARE, INCLUDING SOCIAL DETERMINANTS OF HEALTH.CARE DELIVERY TRANSFORMATION: CARE DELIVERY TRANSFORMATION PARTNERSHIPS FOCUS ON PRODUCING VALUE THROUGH TEAM-BASED IMPLEMENTATION OF CARE.THE EMPIRE HEALTH FOUNDATION (EHF) IS PARTNERING WITH AIMM IN AN 18-MONTH INITIATIVE DESIGNED TO IMPROVE CARE FOR HIGH-RISK PATIENTS OVER THE AGE OF 50 IN THE RURAL COMMUNITIES OF EASTERN WASHINGTON. OF THE MORE THAN 141,000 RESIDENTS SPREAD OVER 6 COUNTIES, IT IS ESTIMATED THAT 30,000 RESIDENTS OVER THE AGE OF 50 ARE MANAGING MORE THAN ONE CHRONIC CONDITION, TAKING NUMEROUS MEDICATIONS AND SEEING MULTIPLE PROVIDERS. AIMM AND EHF ARE WORKING TOGETHER TOWARD CREATING MEASURABLE, SUSTAINABLE HEALTH IMPROVEMENTS IN FOUR FOCUS AREAS: IMPROVING HEALTH OUTCOMES; STRENGTHENING HEALTH SYSTEMS; GROWING PHYSICIAN SUPPLY; AND BUILDING NONPROFIT CAPACITY.AIMM IS THE FISCAL SPONSOR OF ADVANCING KIDNEY HEALTH THROUGH OPTIMAL MEDICATION MANAGEMENT (AKHOMM), HELPING TO ADVANCE ITS GOALS TO IMPROVE OUTCOMES AND REDUCE HEALTHCARE COSTS FOR THOSE WITH KIDNEY DISEASE. AKHOMM AND AIMM'S VALUES ALIGN, AS WE ARE BOTH ORGANIZATIONS CHAMPIONING TEAM-BASED MEDICATION MANAGEMENT AND THE IMPORTANCE OF PHARMACISTS ON CMM TEAMS. AIMM ASSISTS IN AKHOMM'S WORK SPONSORED BY COMPANIES SUCH AS VIFOR, ASTRAZENECA, AND GLAXOSMITHKLINE.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0461078
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02020797
IRS990ScheduleA/TotalSupportAmt02021423
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0EXPENDITURE OF ASSETS FOR EXEMPT PURPOSE
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02024-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0196174
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0COST
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0EXPLANATION OF INVOLVEMENT: THE ORGANIZATION EXPERIENCED A GREATER DECREASE IN REVENUE THAN IN EXPENSES, WHICH RESULTED IN A DECLINE IN NET ASSETS OF MORE THAN 25% COMPARED TO THE PRIOR YEAR.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND MANAGEMENT TEAM ARE ALL CONTRACTORS AND NOT EMPLOYEES OF AIMM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER AND THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING THE CONFLICT OF INTEREST ANNUAL DISCLOSURES EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0268804
IRS990/TotalAssetsEOYAmt0317335
IRS990/TotalAssetsGrp/BOYAmt0268804
IRS990/TotalAssetsGrp/EOYAmt0317335
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0201674
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086584
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196174
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0139457
IRS990/TotalLiabilitiesEOYAmt0269048
IRS990/TotalLiabilitiesGrp/BOYAmt0139457
IRS990/TotalLiabilitiesGrp/EOYAmt0269048
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0129347
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt048287
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0196174
IRS990/TotalReportableCompFromOrgAmt026125
IRS990/TotalRevenueGrp/ExclusionAmt024
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0201698
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0268804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0317335
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01710
IRS990/TravelGrp/TotalAmt01710
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O PO BOX 2046
IRS990/USAddress/CityNm0FAIRFAX
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022030
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.AIMMWEB.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD D SORENSEN PHARMD FAPHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07037392330
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIANCE FOR INTEGRATED MEDICATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0273176816
ReturnHeader/Filer/PhoneNum07037392330
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO PO BOX 2046
ReturnHeader/Filer/USAddress/CityNm0FAIRFAX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAN GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01020 19TH STREET NW SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02022937000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER S HAN
ReturnHeader/ReturnTs02025-10-31T08:22:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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