Civic Intelligence

Association for Information and Image

EIN 52-0810190 • 501(c)6 • Silver Spring, MD

Profile

We are a global community of information professionals. We provide the education, research and certification that information professionals need to manage and share information assets in an era of mobile, social, cloud and big data.

8403 Colesville Road 1100Silver Spring, MD 20910

www.aiim.org

Siviq Scores

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

Liabilities / Assets

94th percentile

0.78x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.25x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-8.7%

Higher net margin than 15% of similar nonprofits.

501(c)6 • $1M-$5M 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

2nd percentile

-46%

Faster asset growth than 2% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$791,196

Down $671,323 (-46%) from 2023

Liabilities

Down

$617,922

Down $406,992 (-40%) from 2023

Net Assets

Down

$173,274

Down $264,331 (-60%) from 2023

Revenue

Up

$2,506,732

Up $256,313 (+11%) from 2023

Expenses

Down

$2,723,752

Down $246,078 (-8.3%) from 2023

Net Income

Up

-$217,020

Up $502,391 (+70%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $19,579,999Liabilities 2010: $1,208,196Net Assets 2010: $18,371,8032010Assets 2011: $17,792,431Liabilities 2011: $1,260,999Net Assets 2011: $16,531,4322011Assets 2012: $16,147,429Liabilities 2012: $1,471,563Net Assets 2012: $14,675,8662012Assets 2013: $14,916,634Liabilities 2013: $1,757,375Net Assets 2013: $13,159,2592013Assets 2014: $13,984,130Liabilities 2014: $1,699,527Net Assets 2014: $12,284,6032014Assets 2015: $13,633,341Liabilities 2015: $1,494,436Net Assets 2015: $12,138,9052015Assets 2016: $13,618,673Liabilities 2016: $1,665,255Net Assets 2016: $11,953,4182016Assets 2017: $13,762,949Liabilities 2017: $1,599,420Net Assets 2017: $12,163,5292017Assets 2018: $13,549,638Liabilities 2018: $1,538,371Net Assets 2018: $12,011,2672018Assets 2019: $10,273,208Liabilities 2019: $1,787,780Net Assets 2019: $8,485,4282019Assets 2020: $9,188,384Liabilities 2020: $1,250,685Net Assets 2020: $7,937,6992020Assets 2021: $9,143,291Liabilities 2021: $889,011Net Assets 2021: $8,254,2802021Assets 2022: $1,988,359Liabilities 2022: $957,525Net Assets 2022: $1,030,8342022Assets 2023: $1,462,519Liabilities 2023: $1,024,914Net Assets 2023: $437,6052023Assets 2024: $791,196Liabilities 2024: $617,922Net Assets 2024: $173,2742024

Highlighted filing

2024

Assets$791,196
Liabilities$617,922
Net Assets$173,274

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $6,845,5542010Expenses 2011: $7,665,3962011Expenses 2012: $8,240,5832012Revenue 2013: $5,878,047Expenses 2013: $7,605,233Net Income 2013: -$1,727,1862013Revenue 2014: $5,833,817Expenses 2014: $6,761,488Net Income 2014: -$927,6712014Revenue 2015: $5,566,915Expenses 2015: $5,596,171Net Income 2015: -$29,2562015Revenue 2016: $4,895,474Expenses 2016: $5,094,358Net Income 2016: -$198,8842016Revenue 2017: $4,806,450Expenses 2017: $4,801,520Net Income 2017: $4,9302017Revenue 2018: $4,508,783Expenses 2018: $4,436,745Net Income 2018: $72,0382018Revenue 2019: $907,144Expenses 2019: $4,744,116Net Income 2019: -$3,836,9722019Revenue 2020: $3,400,194Expenses 2020: $3,719,303Net Income 2020: -$319,1092020Revenue 2021: $2,682,930Expenses 2021: $2,454,756Net Income 2021: $228,1742021Revenue 2022: $2,164,944Expenses 2022: $9,026,572Net Income 2022: -$6,861,6282022Revenue 2023: $2,250,419Expenses 2023: $2,969,830Net Income 2023: -$719,4112023Revenue 2024: $2,506,732Expenses 2024: $2,723,752Net Income 2024: -$217,0202024

Highlighted filing

2024

Revenue$2,506,732
Expenses$2,723,752
Net Income-$217,020

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.62$0.17$2.51$2.72$0.22
2023Summary only. Only limited summary data is available for this year.$1.46$1.02$0.44$2.25$2.97$0.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.96$1.03$2.16$9.03$6.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.89$8.25$2.68$2.45$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$1.25$7.94$3.40$3.72$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$1.79$8.49$0.91$4.74$3.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$1.54$12.0$4.51$4.44$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$1.60$12.2$4.81$4.80$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$1.67$12.0$4.90$5.09$0.20
2015Detailed filing. Detailed filing data is available for this year.$13.6$1.49$12.1$5.57$5.60$0.03
2014Detailed filing. Detailed filing data is available for this year.$14.0$1.70$12.3$5.83$6.76$0.93
2013Detailed filing. Detailed filing data is available for this year.$14.9$1.76$13.2$5.88$7.61$1.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$1.47$14.7$8.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$1.26$16.5$7.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$1.21$18.4$6.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$3,096,066
Mission and Program Overview

Mission

Information is your most important asset. Aiim provides the skills to manage it.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$933,789$319,188▼ $614,601
Accounts Receivable-$230,977-
Cash and Non-Interest-Bearing Accounts$121,840$203,348▲ $81,508
Prepaid Expenses and Deferred Charges$155,304$36,643▼ $118,661
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,462,519$791,196▼ $671,323
Other Assets Total$251,586$1,040▼ $250,546
Liabilities
Deferred Revenue$492,654$488,109▼ $4,545
Accounts Payable and Accrued Expenses$280,674$128,773▼ $151,901
Other Liabilities$251,586$1,040▼ $250,546
Total Liabilities$1,024,914$617,922▼ $406,992
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$437,605$173,274▼ $264,331
Total Net Assets Fund Balance$437,605$173,274▼ $264,331
Total Liabilities and Net Assets / Fund Balance$1,462,519$791,196▼ $671,323
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tori Miller LuiPresident & CEOFT$237,786$23,422$261,208
Amy MichalskiChief Business Development OfficerFT$115,434$14,046$129,480

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$211,448
Program Service Revenue
$2,132,365
Investment Income
$107,242
Other Revenue
$55,677
Change in Net Assets
$-217,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,603,788
Salaries, Compensation, and Employee Benefits$1,119,964
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$716,777$141,979-$858,756
Fees for Services Other$337,423$287,319-$624,742
Current Officers, Directors, Trustees, and Key Employees-$261,208-$261,208
Information Technology$8,605$65,784-$74,389
Travel-$63,474-$63,474
Other Expenses$202,464$40,205-$40,205
Insurance-$35,177-$35,177
Occupancy-$12,705-$12,705
Fees for Service Investment Mgmnt Fees-$4,692-$4,692
Total Functional Expenses$1,647,500$1,076,252$0$2,723,752
International Activity

International Summary

Employees
2

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe ( Iceland & Greenland)Normal Activitites of the OrgUk Employees Working for US02$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$1,040
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

professional members are business and government professionals using information management products or services. Trade members are solution providers in the information management industry.

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

no review will be conducted.

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

the organization provides copies, reviews annually and discusses with appropriate individuals the policy, enforcement and reporting of the issues in both the bylaws and employment manual.

Form 990, Part VI, Section B, Line 15A

Policy: this policy delegates responsibility for managing the performance review and compensation determination process of the aiim president to the executive committee of the aiim board. Additionally, this policy also lists responsibility of the aiim president to manage the performance review and compensation determination process for executives (vice president/directors) within aiim international. Procedure: the bylaws of aiim international establish that the executive committee has general oversight of the performance review and compensation of the aiim president. Specifically, a compensation committee comprised of the chair and vice chair provides an annual review of the president of the organization. The committee meets independently of the president to discuss performance relative to the position. During the meetings, the committee also considers input from industry salary studies and comparability data. Once an agreement is reached regarding performance, a similar discussion is held concerning compensation relative to annual benchmarking and established objectives. The committee then meets with the president to discuss and document strengths, weaknesses and goals for the upcoming year. Compensation for the upcoming year is also discussed and documented. A followup email is sent to the third-party accountant from a committee representative indicating approval of salary and/or bonus agreement and/or payout for action. Additionally per the bylaws, the president is responsible for the determination of compensation of aiim executives. He exercises this duty on an annual basis utilizing performance reviews, salary surveys, comparability data and input from various sources. He meets with the executive discusses strengths, weaknesses, goals for the upcoming year and compensation. This information is summarized and documented for employee files to support salary change.

Form 990, Part VI, Section C, Line 19

the organization's governing documents, conflict of interest policy, and financial statements are available upon request for the same period of disclosure as set forth in section 6104(D)

Filing and Contact Details

Filer

Filer Name
Association for Intelligent Information
EIN
52-0810190
Phone
3015878202
Address
8403 Colesville Road 1100, Silver Spring, MD 20910

Signing Officer

Name
Tori Miller Lui
Title
President & CEO
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tori Miller Lui
Formed
1945
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
11
Volunteers
30

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Garrett Summers
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The association evaluates uncertainty in income tax positions based on a more likely than not recognition standard if that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement, as of December 31, 2023, there are no accruals for uncertain tax positions. Tax years from December 31, 2020 through the current year remain open for examination by tax authorities.

Raw XML AppendixShowing 400 of 526 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/Form990PartVIISectionAGrp/PersonNm3Alyssa Blackburn
IRS990/Form990PartVIISectionAGrp/PersonNm4Chris McNulty
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IRS990/Form990PartVIISectionAGrp/PersonNm6Jason Cassidy
IRS990/Form990PartVIISectionAGrp/PersonNm7Karen Hobert
IRS990/Form990PartVIISectionAGrp/PersonNm8Marko Sillanpaa
IRS990/Form990PartVIISectionAGrp/PersonNm9Rikkert Engels
IRS990/Form990PartVIISectionAGrp/PersonNm10Rob Gerbrandt
IRS990/Form990PartVIISectionAGrp/PersonNm11Shawn Acheampong
IRS990/Form990PartVIISectionAGrp/PersonNm12Tim Brady
IRS990/Form990PartVIISectionAGrp/PersonNm13Nina Carter
IRS990/Form990PartVIISectionAGrp/PersonNm14John Daly
IRS990/Form990PartVIISectionAGrp/PersonNm15Ron Cameron
IRS990/Form990PartVIISectionAGrp/PersonNm16Candace McCabe
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Imm. Past Chair
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IRS990/ProgSrvcAccomActy3Grp/Desc0Professional & Membership Services: Member services and public information on AIIM provided to state chapters and several thousand professional and trade members.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The association evaluates uncertainty in income tax positions based on a more likely than not recognition standard if that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement, as of December 31, 2023, there are no accruals for uncertain tax positions. Tax years from December 31, 2020 through the current year remain open for examination by tax authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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