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← AHIMA FOUNDATION

Form 990 for tax year 2022

Filed by AHIMA FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 15 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$2,187,953
Total expenses
$2,367,549
Contributions and grants received
$2,112,465
Grants paid
$87,999
Program service revenue
$0
Investment income
$75,488
Other revenue
$0
Total assets, end of year
$3,119,262
Total liabilities, end of year
$278,808
Net assets or fund balances, end of year
$2,840,454
Program services expenses (Part IX)
$530,073
Management and general expenses
$1,541,291
Fundraising expenses
$296,185
Program service expenses (Part III)
$530,073

Program services were 22.4% 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.

  • 1d · Related organizations

    $2,000,000

  • 1f · All other contributions, gifts and grants

    $112,465

  • 3 · Investment income

    total $63,028 · excluded $63,028

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $478,513

  • 7b · Less cost or other basis and sales expenses

    securities $466,053

  • 7c · Gain or loss

    securities $12,460

  • 7d · Net gain or loss

    total $12,460 · excluded $12,460

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $87,999 · program services $87,999

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $247,172 · management and general $247,172

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $472,059 · program services $202,152 · management and general $119,556 · fundraising $150,351

  • 8 · Pension plan contributions

    total $19,819 · program services $9,303 · management and general $3,850 · fundraising $6,666

  • 9 · Other employee benefits

    total $67,863 · program services $12,439 · management and general $28,559 · fundraising $26,865

  • 10 · Payroll taxes

    total $52,091 · program services $16,303 · management and general $22,207 · fundraising $13,581

  • 11a · Fees: management

    total $110,000 · management and general $110,000

  • 11b · Fees: legal

    total $11,826 · management and general $11,826

  • 11c · Fees: accounting

    total $7,500 · management and general $7,500

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $821,907 · management and general $821,907

  • 11g · Fees: other

    total $195,161 · program services $80,692 · management and general $36,642 · fundraising $77,827

  • 12 · Advertising and promotion

    total $52,139 · management and general $51,223 · fundraising $916

  • 13 · Office expenses

    total $3,661 · program services $1,100 · management and general $2,136 · fundraising $425

  • 14 · Information technology

    total $20,413 · management and general $3,290 · fundraising $17,123

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $40,141 · management and general $40,141

  • 17 · Travel

    total $6,943 · program services $2,001 · management and general $4,705 · fundraising $237

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: SERVICE FEE

    total $111,867 · program services $108,053 · management and general $2,577 · fundraising $1,237

  • 24b · Other expenses: STAFF TRAINING & RECRUITMENT

    total $20,175 · management and general $20,175

  • 24c · Other expenses: BANK CARD FEES

    total $6,669 · management and general $6,669

  • 24d · Other expenses: TRAINING & EDUCATION PROGRAMS

    total $8,088 · program services $7,751 · management and general $337

  • 24e · All other expenses

    total $4,056 · program services $2,280 · management and general $819 · fundraising $957

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,190,307 · end of year $388,117

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $3,594 · end of year $1,285

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,413 · end of year $6,330

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,275,560 · end of year $2,723,530

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $170,262 · end of year $152,939

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,625,869 · end of year $125,869

  • 27 · Net assets without donor restrictions

    beginning of year -$30,257 · end of year $1,017,128

  • 28 · Net assets with donor restrictions

    beginning of year $2,706,000 · end of year $1,823,326

Mission and programs · 2022

Mission

AHIMA FOUNDATION IS A 501(C)(3) NONPROFIT ORGANIZATION AND PHILANTHROPIC ARM OF THE AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA) DEDICATED TO EMPOWERING PEOPLE THROUGH HEALTH INFORMATION LITERACY TO ACHIEVE BETTER HEALTH OUTCOMES. FOUNDED IN 1962, AHIMA FOUNDATION'S PROGRAMS, RESEARCH, AND PROJECTS CONTINUE TO EVOLVE HELPING FAMILIES MAKE INFORMED HEALTH DECISIONS, GUIDING EVIDENCE-BASED HEALTHCARE SYSTEM POLICIES AND PRACTICES, AND EDUCATING AND TRAINING ASPIRING AND CURRENT HEALTH INFORMATION PROFESSIONALS. RECOGNIZING THAT HEALTH INFORMATION IS HUMAN INFORMATION, AHIMA FOUNDATION WORKS EXTENSIVELY TO CONVENE INTERDISCIPLINARY STAKEHOLDERS TO IDENTIFY AND ADDRESS UNMET PUBLIC HEALTH AND EDUCATION NEEDS. LEARN MORE AT WWW.AHIMAFOUNDATION.ORG.

Activities or mission (Part I)

WE HELP PEOPLE FIND THE RIGHT HEALTH INFORMATION, EMPOWER THEM TO UNDERSTAND IT, AND INSPIRE THEM TO MAKE INFORMED DECISIONS THAT CAN LEAD TO BETTER HEALTH OUTCOMES.

  • SCHOLARSHIPS: AHIMA FOUNDATION AWARDED MERIT SCHOLARSHIPS IN 2022 TO OUTSTANDING UNDERGRADUATE STUDENTS PURSUING DEGREES IN HEALTH INFORMATION MANAGEMENT (HIM) AND HEALTH INFORMATION TECHNOLOGY (HIT), AS WELL AS HIM PROFESSIONALS PURSUING GRADUATE AND DOCTORAL DEGREES.

    Expenses $530,073 · Grants $87,999

  • RESEARCH: AHIMA FOUNDATION IS COMMITTED TO ESTABLISHING PUBLIC AND PRIVATE COLLABORATIONS TO ADVANCE HEALTH SERVICES RESEARCH AND COMMISSIONED WORK FOCUSED ON THE MANAGEMENT OF HEALTH INFORMATION TO ENRICH THE HIM KNOWLEDGE BASE BY PRODUCING AND PUBLISHING EVIDENCE-BASED POLICIES, PROMISING NEW PRACTICES, AND PRACTICAL OPTIONS FOR DECISION MAKERS ON ELECTRONIC HEALTH INFORMATION FOR HEALTH EQUITY, DIRECT TO CONSUMER HEALTH LITERACY INTERVENTIONS OUTSIDE OF A CLINICAL/PROVIDER SETTING, AND PROVIDER-DRIVEN INTERVENTIONS USED IN TREATMENT/CARE TO BETTER INFORM FUTURE AHIMA FOUNDATION PROGRAMING AROUND HEALTH LITERACY.

  • HEALTH LITERACY FOR HEALTH EQUITY INITIATIVE: AHIMA FOUNDATION PROVIDED DIRECT-TO-CONSUMER EDUCATION CAMPAIGNS AND INNOVATIVE MULTILINGUAL DIGITAL RESOURCES TO HELP CONSUMERS MAKE INFORMED PERSONAL HEALTH DECISIONS FOR THEMSELVES AND THEIR LOVED ONES.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Wylecia Wiggs Harris

    CEO

    Total calculated
    $765,386
    From this org
    $0
    From related orgs
    $738,038
    Other
    $27,348
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $554,024 related
    Bonus
    not reported + $183,502 related
    Other
    not reported + $512 related
    Deferred
    not reported + $11,125 related
    Nontaxable benefits
    not reported + $16,223 related
    Filer's total
    not reported + $765,386 related
  • Breian Meakens

    VP, Finance

    Total calculated
    $300,659
    From this org
    $0
    From related orgs
    $271,571
    Other
    $29,088
    Hours/week
    6 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $221,038 related
    Bonus
    not reported + $50,000 related
    Other
    not reported + $533 related
    Deferred
    not reported + $13,552 related
    Nontaxable benefits
    not reported + $15,536 related
    Filer's total
    not reported + $300,659 related
  • David Gilmartin

    General Counsel

    Total calculated
    $257,858
    From this org
    $0
    From related orgs
    $243,272
    Other
    $14,586
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $242,728 related
    Bonus
    not reported
    Other
    not reported + $544 related
    Deferred
    not reported + $11,986 related
    Nontaxable benefits
    not reported + $2,600 related
    Filer's total
    not reported + $257,858 related
  • Anisa Tootla

    Executive Director

    Total calculated
    $247,172
    From this org
    $230,513
    From related orgs
    $0
    Other
    $16,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,001
    Bonus
    not reported
    Other
    $512
    Deferred
    $8,734
    Nontaxable benefits
    $7,925
    Filer's total
    $247,172
  • Tim Keough

    AHIMA Chair

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    4 + 6 related
  • David Muntz

    Past Chair

    Total calculated
    $0
    Hours/week
    4
  • Sarah Sidwell

    Chair elect, Treasurer

    Total calculated
    $0
    Hours/week
    4
  • Donna Bowers

    FDN Chair

    Total calculated
    $0
    Hours/week
    6
  • Mary Ann Sterling

    Director

    Total calculated
    $0
    Hours/week
    2
  • Fran Ayalasomayajula

    Director

    Total calculated
    $0
    Hours/week
    2
  • Jill Clark

    Director

    Total calculated
    $0
    Hours/week
    2
  • Wendy Copeland-Gould

    Director

    Total calculated
    $0
    Hours/week
    2
  • Andrew Fehlman

    Director

    Total calculated
    $0
    Hours/week
    2
  • Linda Mitchell

    Director

    Total calculated
    $0
    Hours/week
    2
  • Vera Rulon

    Director

    Total calculated
    $0
    Hours/week
    2
  • Malio West

    Director

    Total calculated
    $0
    Hours/week
    2
  • Victoria Wheatley

    Director

    Total calculated
    $0
    Hours/week
    2

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

The filer's explanations (Part III)

PART I, LINE 3:
COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA). THE AHIMA BOARD LEADERSHIP REVIEWS THE CEO'S COMPENSATION ANNUALLY. THIS REVIEW IS DOCUMENTED AND INCLUDES BENCHMARKING AGAINST OTHER COMPARABLE POSITIONS. THE OTHER EXECUTIVE'S COMPENSATION IS MATCHED TO MARKET USING A THIRD-PARTY COMPENSATION CONSULTING FIRM.

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

No itemized grants to organizations 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
2022
Filed
10 March 2024
IRS schema version
2022v5.0
Source object
202402089349300610

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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