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← AAMI FOUNDATION INC

Form 990 for tax year 2023

Filed by AAMI FOUNDATION INC.

Totals

Total revenue
$326,972
Total expenses
$404,396
Contributions and grants received
$120,067
Grants paid
$157,099
Program service revenue
$0
Investment income
$206,905
Other revenue
$0
Total assets, end of year
$5,260,489
Total liabilities, end of year
$30,313
Net assets or fund balances, end of year
$5,230,176
Program services expenses (Part IX)
$339,011
Management and general expenses
$65,385
Fundraising expenses
$0
Program service expenses (Part III)
$339,011

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $120,067

  • 3 · Investment income

    total $206,905 · excluded $206,905

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $81,233 · program services $81,233

  • 2 · Grants to domestic individuals

    total $59,000 · program services $59,000

  • 3 · Grants to foreign organizations and individuals

    total $16,866 · program services $16,866

  • 11b · Fees: legal

    total $14,408 · management and general $14,408

  • 11c · Fees: accounting

    total $5,440 · management and general $5,440

  • 11f · Fees: investment management

    total $15,385 · management and general $15,385

  • 11g · Fees: other

    total $183,082 · program services $173,234 · management and general $9,848

  • 12 · Advertising and promotion

    total $2,762 · management and general $2,762

  • 13 · Office expenses

    total $12,349 · management and general $12,349

  • 17 · Travel

    total $9,234 · program services $8,678 · management and general $556

  • 19 · Conferences, conventions and meetings

    total $4,637 · management and general $4,637

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,881 · end of year $91,020

  • 4 · Accounts receivable

    beginning of year $10,000 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $725 · end of year $725

  • 11 · Investments: publicly traded securities

    beginning of year $4,526,303 · end of year $5,168,744

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,829 · end of year $30,313

  • 27 · Net assets without donor restrictions

    beginning of year $3,716,203 · end of year $4,297,171

  • 28 · Net assets with donor restrictions

    beginning of year $840,877 · end of year $933,005

Mission and programs · 2023

Mission

THE AAMI FOUNDATION IS A 501(C)(3) CHARITABLE ORGANIZATION WHOSE PRIMARY PURPOSE IS DEDICATED TO ADVANCING THE PROFESSIONAL DEVELOPMENT OF HEALTH TECHNOLOGY PROFESSIONALS AND THE SAFETY OF TECHNOLOGY TO IMPROVE HEALTH THROUGH THE AWARD OF SCHOLARSHIPS, AWARDS, GRANTS, AND OTHER ENDEAVORS.

Activities or mission (Part I)

THE AAMI FOUNDATION ACHIEVES ITS VISION THROUGH THE AWARDING OF SCHOLARSHIPS, AWARDS, GRANTS, AND OTHER ENDEAVORS TO STRENGTHEN THE KNOWLEDGE OF HEALTH TECHNOLOGY PROFESSIONALS.

  • PATIENT SAFETY PROGRAMS AIM TO ENGAGE THE HEALTHCARE COMMUNITY IN MULTIDISCIPLINARY SAFETY INITIATIVES THAT STRENGTHEN THE DEVELOPMENT, MANAGEMENT, AND USE OF HEALTHCARE TECHNOLOGY FOR IMPROVED PATIENT OUTCOMES.

    Expenses $202,912 · Grants $21,000

  • THE MARY K. LOGAN RESEARCH AWARDS IS A GRANT PROGRAM AIMED AT SUPPORTING RESEARCH THAT ENHANCES THE SAFE ADOPTION AND SAFE USE OF HEALTH TECHNOLOGY.

    Expenses $88,099 · Grants $88,099

  • THE MICHAEL J. MILLER SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS TO QUALIFIED STUDENTS WHO ARE PURSUING AN EDUCATION IN HEALTHCARE TECHNOLOGY MANAGEMENT.

    Expenses $48,000 · Grants $48,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephen Campbell

    EXECUTIVE DIRECTOR UNTIL 09/24

    Total calculated
    $256,522
    From this org
    $34,200
    From related orgs
    $194,822
    Other
    $27,500
    Hours/week
    5.6 + 31.9 related

    Schedule J breakdown matched by us

    Base
    $16,875 + $96,129 related
    Bonus
    $17,325 + $98,693 related
    Other
    $0
    Deferred
    $3,652 + $20,804 related
    Nontaxable benefits
    $455 + $2,589 related
    Filer's total
    $38,307 + $218,215 related
  • Heidi Horn Ma Aamif Treasurer

    SECRETARY UNTIL 06/24, THEN CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Walt Rosebrough Chair Until

    06/24, THEN VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Janet Prust

    VICE-CHAIR UNTIL 06/24

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Gerald McDonnell

    TREASURER/SECRETARY AS OF 06/24

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Ralph J Basile

    DIRECTOR UNTIL 05/24

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Elena Buckley Cce Chtm

    DIRECTOR UNTIL 06/24

    Total calculated
    $0
    Hours/week
    2
  • Donna Dyer

    DIRECTOR UNTIL 06/24

    Total calculated
    $0
    Hours/week
    2
  • Kurt A Finke Ce Aamif

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Dawn Griffin

    DIRECTOR AS OF 06/24

    Total calculated
    $0
    Hours/week
    2
  • Joyce Hansen

    DIRECTOR UNTIL 06/24

    Total calculated
    $0
    Hours/week
    2
  • Lawrence W Hertzler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Byron Lambert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Ira Lapides

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sheila O'Donnell

    DIRECTOR AS OF 06/24

    Total calculated
    $0
    Hours/week
    2
  • Martel Winters

    DIRECTOR AS OF 06/24

    Total calculated
    $0
    Hours/week
    2
  • Steven J Yelton PE Chtm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Pamela Arora

    AAMI CEO

    Total calculated
    $667,527
    From this org
    $31,325
    From related orgs
    $556,019
    Other
    $80,183
    Hours/week
    2 + 35.5 related

    Schedule J breakdown matched by us

    Base
    $27,325 + $485,019 related
    Bonus
    $4,000 + $71,000 related
    Other
    $0
    Deferred
    $3,220 + $57,155 related
    Nontaxable benefits
    $1,056 + $18,752 related
    Filer's total
    $35,601 + $631,926 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
4 August 2025
IRS schema version
2023v6.0
Source object
202542179349300134

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