2024-07-04T01:55:55-05:00 2023-12-31 946214841 ARMANINO LLP 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2023-01-01 430493922 AAIM MANAGEMENT SERVICES AAIM 3149683600 12851 MANCHESTER RD STE 150 ST LOUIS MO 63131 PHILIP BRANDT PRESIDENT & CEO 3149683600 2024-06-27 1 PHILIP BRANDT 999009999 0 JENNIFER M VACHA P01251998 3149831200 2024-06-27 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z PHILIP BRANDT 12851 MANCHESTER RD STE 150 ST LOUIS MO 63131 4948069 0 X WWW.AAIMEA.ORG X 1969 MO SUPPORT THE DEVELOPMENT OF AN ELITE GROUP OF EMPLOYERS WITH TALENT MANAGEMENT SOLUTIONS 10 10 37 10 194621 0 0 0 4524525 4894212 -22915 51794 0 0 4501610 4946006 0 0 0 0 3474917 3886016 0 0 0 648025 787605 4122942 4673621 378668 272385 8006824 8998618 5096880 5393779 2909944 3604839 X SUPPORTING THE DEVELOPMENT OF AN ELITE GROUP OF EMPLOYERS THAT DEPLOYS PROGRESSIVE AND COMPREHENSIVE TALENT MANAGEMENT SOLUTIONS. CREATING GREAT COMMUNITIES TO LIVE IN BY DEVELOPING GREAT PLACES TO WORK. 1 0 AAIM MANAGEMENT SERVICES IS A MEMBERSHIP ORGANIZATION FOR MISSOURI, ILLINOIS, INDIANA AND FLORIDA EMPLOYERS STRIVING TO IMPROVE WORKPLACES. GENERAL SERVICES INCLUDE:* TALENT MANAGEMENT * BUSINESS INFORMATION/SURVEYS * EMPLOYEE COMMUNICATIONS * NETWORKING * HR BEST PRACTICES MEMBERSHIP ALSO INCLUDES:* HR ANSWER CENTER * EMPLOYEE BENEFIT EVALUATIONS * ROUNDTABLE DISCUSSIONS * EMPLOYEE OPINION SURVEYS * PERSONNEL HANDBOOK REVIEWS * COMPENSATION DATA * JOB DESCRIPTION SERVICES(CONTINUED ON SCHEDULE O) AAIM MANAGEMENT SERVICES CURRENTLY SERVES OVER 1,150 MEMBER COMPANIES ACROSS MISSOURI, ILLINOIS, INDIANA, AND FLORIDA. OVER 32% OF OUR MEMBERS PARTICIPATE IN MONTHLY ROUNDTABLE DISCUSSIONS WHERE BEST PRACTICES ARE DISCUSSED WITH THE INTENT TO BUILD BETTER ORGANIZATIONS IN ORDER TO CREATE GREAT COMMUNITIES. FIFTY-ONE PERCENT OF OUR MEMBER COMPANIES, WITH OVER 7,100 INQUIRIES, HAVE UTILIZED THE HR ANSWER CENTER TO GAIN VALUABLE INFORMATION ON MANAGING THEIR PEOPLE, POLICIES, AND COMPLIANCE TASKS. OVER 30% OF THE MEMBER COMPANIES PARTICIPATE IN BENCHMARK SURVEYS IN ORDER TO LEARN MORE FROM THEIR PEER ORGANIZATIONS IN THE AREAS OF COMPENSATION, POLICIES, BENEFITS, AND OTHER BUSINESS PRACTICES. APPROXIMATELY 160 ORGANIZATIONS HAVE TRAINED OVER 15,000 EMPLOYEES ON VARIOUS COMPLIANCE TOPICS THROUGH THE ASSOCIATION'S LEARNING MANAGEMENT SYSTEM. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 76 0 1 37 1 1 1 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 X BRIAN STREMLAU 3149683600 12851 MANCHESTER RD STE 150 ST LOUIS MO 63131 DON KAUFMANN CHAIRMAN 1.00 1.00 X X 0 0 0 MICKEY LUNA VICE CHAIRMAN 1.00 1.00 X X 0 0 0 DON ADAMSKI DIRECTOR 1.00 1.00 X 0 0 0 JANETTE ESTEP DIRECTOR 1.00 1.00 X 0 0 0 DAN FITTER DIRECTOR 1.00 1.00 X 0 0 0 ROB FORSYTH DIRECTOR 1.00 1.00 X 0 0 0 KEITH GULLER DIRECTOR 1.00 1.00 X 0 0 0 DARREL KEESLING DIRECTOR 1.00 1.00 X 0 0 0 EMILY MARTIN DIRECTOR 1.00 1.00 X 0 0 0 DANNY RAMOS DIRECTOR 1.00 1.00 X 0 0 0 PHILIP BRANDT PRESIDENT & CEO 10.00 30.00 X 592675 0 22286 BRIAN STREMLAU CFO & SECRETARY 10.00 30.00 X 243890 0 17732 BRANDI TEMPLES VP - MEMBER EXPERIENCE 40.00 0.00 X 223310 0 6699 TIMOTHY SATER VP - MARKETING 8.00 32.00 X 209835 0 14310 DEBORAH JOHNSON STRATEGIC HR ADVISOR 8.00 32.00 X 157907 0 10112 SUSAN GLASCOCK STRATEGIC HR ADVISOR 8.00 32.00 X 134587 0 4082 LAUREN PATEL ENGAGEMENT MANAGER 8.00 32.00 X 124690 0 13951 1686894 0 89172 8 0 1 0 SIM'S EXECUTIVE SEARCH PO BOX 1252 OFALLON MO 63366 RECRUITING SERVICES 477530 ASTRON SOLUTIONS 505 8TH AVENUE SUITE 2200 NEW YORK NY 10018 COMPENSATION CONSULTING 206009 JESSICA GIBBENS 4250 CONNECTICUT STREET ST LOUIS MO 63116 RECRUITING SERVICES 149479 FEATURE GROUP 1415 ELBRIDGE PAYNE STE 170 ST LOUIS MO 63017 MARKETING & PRODUCTION SUPP. 140627 PARRES TRAINING AND DEVELOPMENT CONSULTI 1251 PINEHURST CLUB COURT OFALLON MO 63366 TRAINING & ORGANIZATION DEV. 117257 6 MANAGEMENT FEE 611430 3057830 3057830 MEMBERSHIP DUES 611430 1541452 1541452 THEATRE/SPORT SUITE 561499 194621 194621 BUSINESS SOLUTIONS 611430 94809 94809 NETWORKING SERVICES 611430 5500 5500 4894212 51559 51559 2298 2063 235 235 235 4946006 4699591 194621 51794 219146 3329421 13910 191812 131727 3938 8479 30836 24668 62142 102367 56214 25710 15599 BUS SOLUTION/ROUNDTABLE 268972 SUPPORT SVC - SUITE EXP 179965 BAD DEBT EXPENSE 8715 4673621 639 429 1486097 964201 47643 229978 237733 667468 290757 404879 376711 1300678 1410925 100000 69800 79189 55798 4405364 5835378 8006824 8998618 1349213 1234974 877030 995995 2870637 3162810 5096880 5393779 X 2909944 3604839 2909944 3604839 8006824 8998618 X 272385 42215 380295 X 0 1 X 1 0 0 1 0 124626 21959 102667 542842 268798 274044 376711 INTER-ASSOCIATION ACCOUNTS 2711834 LEASE DEPOSITS 118455 RIGHT OF USE ASSET 3005089 5835378 OPERATING LEASE OBLIGATIONS 3162810 3162810 X PART X, LINE 2: FOOTNOTE FROM COMBINED FINANCIAL STATEMENTS FOR THE ASSOCIATION (COLLECTIVELY AAIM MANAGEMENT SERVICES, AAIMEA TRAINING AND CONSULTING, LLC AND AAIM EDUCATION CENTER, INC.): AAIM MANAGEMENT SERVICES IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE ("IRC") AND AAIM EDUCATION CENTER, INC. IS EXEMPT UNDER SECTION 501(C)(3), EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES AS DEFINED IN THE IRC. ACCORDINGLY, THESE TWO ENTITIES FILE AS TAX EXEMPT ORGANIZATIONS. THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE ASSOCIATION IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN (OR EXPECTED TO BE TAKEN) IN THE COURSE OF PREPARING THE ASSOCIATION'S TAX RETURNS AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE ASSOCIATION HAS ANALYZED THE TAX POSITION TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. IF APPLICABLE, THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX LIABILITIES IN THE COMBINED STATEMENTS OF ACTIVITIES. MANAGEMENT IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, INCLUDING FEDERAL AND CERTAIN STATE TAXING AUTHORITIES. AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2023, THE ASSOCIATION DID NOT HAVE A LIABILITY FOR ANY UNRECOGNIZED TAXES. THE ASSOCIATION HAS NO EXAMINATIONS IN PROGRESS AND IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX LIABILITIES WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. X 1 0 X X X X 0 0 0 PHILIP BRANDT PRESIDENT & CEO 356932 0 235743 0 0 0 9900 0 12386 0 614961 0 0 0 BRIAN STREMLAU CFO & SECRETARY 194975 0 48915 0 0 0 7433 0 10299 0 261622 0 0 0 BRANDI TEMPLES VP - MEMBER EXPERIENCE 179505 0 43805 0 0 0 6699 0 0 0 230009 0 0 0 TIMOTHY SATER VP - MARKETING 172284 0 37551 0 0 0 6520 0 7790 0 224145 0 0 0 DEBORAH JOHNSON STRATEGIC HR ADVISOR 86080 0 71827 0 0 0 4780 0 5332 0 168019 0 0 0 FORM 990, PART III, LINE 2 ON JULY 1, 2023, THE ASSOCIATION AND EMPLOYER ASSOCIATION FORUM ("EAF") COMPLETED A MERGER OF THEIR OPERATIONS. BOTH THE ASSOCIATION AND EAF PROVIDE ASSISTANCE TO SMALL TO MEDIUM-SIZED BUSINESSES WITH COMPREHENSIVE HUMAN RESOURCE SOLUTIONS. THROUGH THEIR MERGER, THE COMBINED ASSOCIATION SEEKS TO FURTHER THEIR COMMON MISSION BY SUPPORTING THE DEVELOPMENT OF AN ELITE GROUP OF EMPLOYERS THAT DEPLOY PROGRESSIVE AND COMPREHENSIVE TALENT MANAGEMENT SOLUTIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS VARIOUS COMMITTEES, HOWEVER NONE HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE FORM 990, IT IS SUBMITTED TO THE CFO AND PRESIDENT & CEO FOR REVIEW. CHANGES, IF ANY, ARE COMMUNICATED AND INCORPORATED INTO THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REQUIRES BOARD MEMBERS TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND PROHIBITS INTERESTED BOARD MEMBERS FROM VOTING ON ANY MATTER THAT GIVES RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE PRESIDENT & CEO AND TOP MANAGEMENT CONSISTS OF THE BOARD OF DIRECTORS REVIEWING COMPARABLE COMPENSATION PACKAGES BASED ON SALARY SURVEYS AND MARKET DATA. THE BOARD APPROVES AND DOCUMENTS THE COMPENSATION. IN REGARDS TO OTHER OFFICERS AND KEY EMPLOYEES, SALARY RECOMMENDATIONS ARE MADE BY THE INDIVIDUAL'S SUPERVISOR, COMPARED TO INFORMATION FROM SALARY SURVEYS, AND APPROVED BY THE PRESIDENT & CEO. ANY EXCEPTIONS FROM THE NORM ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: EAF MERGER 380,295. AAIM EDUCATION CENTER INC 12851 MANCHESTER RD STE 150 ST LOUIS MO 63131 431142380 EDUCATIONAL ACTIVITIES MO 501(C)(3) LINE 2 N/A 0 AAIMEA TRAINING AND CONSULTING LLC 12851 MANCHESTER RD STE 150 ST LOUIS MO 63131 208266803 BACKGROUND VERIFICATION AND HR CONSULTING SERVICES MO AAIM MANAGEMENT SERVICES C -819007 883981 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 AAIMEA TRAINING AND CONSULTING D 673368 COST AAIM EDUCATION CENTER D 213317 COST AAIM EDUCATION CENTER O 616980 COST AAIMEA TRAINING AND CONSULTING O 2182027 COST