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← AHIMA FOUNDATION

Form 990 for tax year 2023

Filed by AHIMA FOUNDATION.

Totals

Total revenue
$511,841
Total expenses
$1,644,244
Contributions and grants received
$412,170
Grants paid
$96,000
Program service revenue
$0
Investment income
$93,920
Other revenue
$5,751
Total assets, end of year
$4,571,388
Total liabilities, end of year
$1,856,138
Net assets or fund balances, end of year
$2,715,250
Program services expenses (Part IX)
$175,062
Management and general expenses
$1,412,777
Fundraising expenses
$56,405
Program service expenses (Part III)
$175,062

Program services were 10.6% 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

    $250,000

  • 1e · Government grants (contributions)

    $39,935

  • 1f · All other contributions, gifts and grants

    $122,235

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $72,317 · excluded $72,317

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $21,603

  • 7c · Gain or loss

    securities $21,603 · other assets $0

  • 7d · Net gain or loss

    total $21,603 · excluded $21,603

  • 11a · Other revenue: Other Revenue

    total $5,751 · excluded $5,751

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $5,751

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $96,000 · program services $96,000

  • 5 · Compensation of officers, directors and key employees

    total $184,757 · management and general $184,757

  • 7 · Other salaries and wages

    total $222,906 · program services $63,344 · management and general $124,762 · fundraising $34,800

  • 8 · Pension plan contributions

    total $10,643 · program services $2,531 · management and general $6,832 · fundraising $1,280

  • 9 · Other employee benefits

    total $32,512 · program services $5,855 · management and general $19,635 · fundraising $7,022

  • 10 · Payroll taxes

    total $26,175 · program services $5,671 · management and general $17,001 · fundraising $3,503

  • 11a · Fees: management

    total $99,731 · management and general $99,731

  • 11b · Fees: legal

    total $11,732 · management and general $11,732

  • 11c · Fees: accounting

    total $25,290 · management and general $25,290

  • 11f · Fees: investment management

    total $644,341 · management and general $644,341

  • 11g · Fees: other

    total $193,938 · program services $0 · management and general $193,938 · fundraising $0

  • 12 · Advertising and promotion

    total $14,318 · program services $169 · management and general $14,149

  • 13 · Office expenses

    total $1,727 · management and general $871 · fundraising $856

  • 14 · Information technology

    total $9,815 · management and general $995 · fundraising $8,820

  • 16 · Occupancy

    total $36,269 · management and general $36,269

  • 17 · Travel

    total $20,639 · program services $253 · management and general $20,386

  • 19 · Conferences, conventions and meetings

    total $7,207 · management and general $7,207

  • 24a · Other expenses: Bank Fees

    total $3,374 · management and general $3,374

  • 24b · Other expenses: Staff Recruitment & Training

    total $586 · program services $379 · management and general $138 · fundraising $69

  • 24c · Other expenses: Dues

    total $312 · management and general $312

  • 24d · Other expenses: Other Expenses

    total $1,972 · program services $860 · management and general $1,057 · fundraising $55

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $388,117 · end of year $1,334,425

  • 4 · Accounts receivable

    beginning of year $1,285 · end of year $1,775

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $250,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,330 · end of year $3,308

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,723,530 · end of year $2,981,880

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $152,939 · end of year $183,567

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $125,869 · end of year $1,672,571

  • 27 · Net assets without donor restrictions

    beginning of year $1,017,128 · end of year $778,028

  • 28 · Net assets with donor restrictions

    beginning of year $1,823,326 · end of year $1,937,222

Mission and programs · 2023

Mission

AHIMA FOUNDATION IS A 501(C)(3) NONPROFIT ORGANIZATION AND PHILANTHROPIC ARM OF THE AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA) DEDICATED TO ADVANCING HEALTH TO TRANSFORM LIVES. 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)

AHIMA FOUNDATION IS A 501(C)(3) NONPROFIT ORGANIZATION AND PHILANTHROPIC ARM OF THE AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA) DEDICATED TO ADVANCING HEALTH TO TRANSFORM LIVES.

  • SCHOLARSHIPS: AHIMA FOUNDATION AWARDED MERIT SCHOLARSHIPS IN 2023 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 $175,062 · Grants $96,000

  • 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 2023 return.

Listed in Part VII

  • Donna Bowers

    Past Chair

    Total calculated
    $0
    Hours/week
    4

  • Jennifer Mueller

    AHIMA Chair

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

  • Sarah Sidwell

    FDN Chair

    Total calculated
    $0
    Hours/week
    6

  • Vera Rulon

    Chair elect

    Total calculated
    $0
    Hours/week
    4

  • Andrew Fehlman

    Director

    Total calculated
    $0
    Hours/week
    2

  • Fran Ayalasomayajula

    Director

    Total calculated
    $0
    Hours/week
    2

  • Lyman Sornberger

    Director

    Total calculated
    $0
    Hours/week
    2

  • Lynda Mitchell

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rebecca Morton

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rupa Valdez

    Director

    Total calculated
    $0
    Hours/week
    2

  • Victoria Wheatley

    Director

    Total calculated
    $0
    Hours/week
    2

  • Wendy Copeland-Gould

    Director

    Total calculated
    $0
    Hours/week
    2

  • Amy Mosser

    Interim CEO

    Total calculated
    $465,097
    From this org
    $0
    From related orgs
    $436,450
    Other
    $28,647
    Hours/week
    6 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,297 related
    Bonus
    $0 + $21,153 related
    Other
    $0
    Deferred
    $0 + $415 related
    Nontaxable benefits
    $0 + $28,232 related
    Filer's total
    $0 + $465,097 related

  • Anisa Tootla

    Executive Director 1/1/23-1/18/23

    Total calculated
    $82,757
    From this org
    $81,797
    From related orgs
    $0
    Other
    $960
    Hours/week
    40

  • Breian Meakens

    VP, Finance

    Total calculated
    $289,109
    From this org
    $0
    From related orgs
    $270,676
    Other
    $18,433
    Hours/week
    6 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,351 related
    Bonus
    $0 + $33,325 related
    Other
    $0
    Deferred
    $0 + $475 related
    Nontaxable benefits
    $0 + $17,958 related
    Filer's total
    $0 + $289,109 related

  • David Gilmartin

    General Counsel

    Total calculated
    $304,939
    From this org
    $0
    From related orgs
    $276,196
    Other
    $28,743
    Hours/week
    6 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,445 related
    Bonus
    $0 + $20,751 related
    Other
    $0
    Deferred
    $0 + $511 related
    Nontaxable benefits
    $0 + $28,232 related
    Filer's total
    $0 + $304,939 related

  • John Thorner

    Interim Executive Director 1/19/23-7/1/23

    Total calculated
    $102,000
    From this org
    $102,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Lauren Riplinger

    Interim Executive Director 7/2/23-12/31/23

    Total calculated
    $310,315
    From this org
    $0
    From related orgs
    $289,826
    Other
    $20,489
    Hours/week
    12 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,615 related
    Bonus
    $0 + $35,211 related
    Other
    $0
    Deferred
    $0 + $509 related
    Nontaxable benefits
    $0 + $19,980 related
    Filer's total
    $0 + $310,315 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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)

Schedule J, Part I, Line 4a Severance or change-of-control payment
ANISA TOOTLA RECEIVED A SEVERANCE PAYMENT EQUIVALENT TO 12 WEEKS OF BASE SALARY TOTALING $53,077.
Schedule J, 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HC Pro LLC

    C Corporation · Health Information Solutions · IL · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349321663

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