Civic Intelligence

Healthcare Information and Management Systems Society

990 • Fiscal year 2020 • EIN 30-0104473

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 24, 2020

330 Franklin Road Ste 135a-277Brentwood, TN 37027

(714) 310-0633

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.55x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

0.69x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-15%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

6.6%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-28%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$247,215

Up $15,318 (+6.6%) from 2019

Net Assets

Down

$111,176

Down $30,382 (-21%) from 2019

Liabilities

Up

$136,039

Up $45,700 (+51%) from 2019

Revenue

Down

$196,180

Down $77,371 (-28%) from 2019

Expenses

Down

$226,562

Down $13,514 (-5.6%) from 2019

Net Income

Down

-$30,382

Down $63,857 (-191%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2019: $231,897Liabilities 2019: $90,339Net Assets 2019: $141,5582019Assets 2020: $247,215Liabilities 2020: $136,039Net Assets 2020: $111,1762020Assets 2021: $195,103Liabilities 2021: $65,151Net Assets 2021: $129,9522021Assets 2022: $215,573Liabilities 2022: $60,326Net Assets 2022: $155,2472022Assets 2023: $249,966Liabilities 2023: $26,629Net Assets 2023: $223,3372023Assets 2024: $302,586Liabilities 2024: $43,579Net Assets 2024: $259,0072024Assets 2025: $319,069Liabilities 2025: $93,505Net Assets 2025: $225,5642025

Highlighted filing

2020

Assets$247,215
Liabilities$136,039
Net Assets$111,176

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2019: $273,551Expenses 2019: $240,076Net Income 2019: $33,4752019Revenue 2020: $196,180Expenses 2020: $226,562Net Income 2020: -$30,3822020Revenue 2021: $215,639Expenses 2021: $201,863Net Income 2021: $13,7762021Revenue 2022: $280,155Expenses 2022: $254,860Net Income 2022: $25,2952022Revenue 2023: $353,127Expenses 2023: $285,035Net Income 2023: $68,0922023Revenue 2024: $411,448Expenses 2024: $337,250Net Income 2024: $74,1982024Revenue 2025: $393,526Expenses 2025: $382,303Net Income 2025: $11,2232025

Highlighted filing

2020

Revenue$196,180
Expenses$226,562
Net Income-$30,382
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 24, 2020
Return Version
2019v5.0
Gross Receipts
$196,180
Mission and Program Overview

Mission

To lead healthcare transformation through the use of health information technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$111,065$196,120▲ $85,055
Cash and Non-Interest-Bearing Accounts$59,558$15,958▼ $43,600
Accounts Receivable$51,365$13,508▼ $37,857
Land, Buildings, and Equipment, Net-$2,208-
Prepaid Expenses and Deferred Charges$9,909$1,968▼ $7,941
Total Assets$231,897$247,215▲ $15,318
Other Assets Total-$17,453-
Liabilities
Deferred Revenue$68,200$120,925▲ $52,725
Accounts Payable and Accrued Expenses$22,139$15,114▼ $7,025
Total Liabilities$90,339$136,039▲ $45,700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$141,558$111,176▼ $30,382
Total Net Assets Fund Balance$141,558$111,176▼ $30,382
Total Liabilities and Net Assets / Fund Balance$231,897$247,215▲ $15,318

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,208$151$2,359
Other Assets Org$17,453--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tod FetherlingPresident
Antoine AgassiDirector
Barry FittsDirector
Bill SpoonerDirector
Brad MorrowDirector
Brian MoyerDirector
Caleb DixonDirector
Chad BlackburnDirector
Didi DavisDirector
Julie Groos Van TasselDirector
Juliet DanielDirector
Justin CollierDirector
Kevin JohnsonDirector
Kyle DukeDirector
Mark FrisseDirector
Nick CoussouleDirector
Peyman ZandDirector
Ray GuzmanDirector
Rob BorellaDirector
Shelley ThomasDirector
Tammy HawesDirector
Tommy LewisDirector
William BartholomewDirector
Eric ThrailkillPast Preside
Linda PannockSecretary
Caleb GravesVP of Advoca
Guice SmithVP of Collab
Brad BondeVP of Financ
Tom MitchellVP of Market
Justin MooneyhanVP of Operat
Jennifer LemieuxVP of Progra
Penny GroganVP of Sponso
Caroline ChamberlainVP of Summit
Robbie MorrisVP of Techno
Will RiceVP of Workfo
Revenue and Support

Revenue Composition

Contributions and Grants
$17,844
Program Service Revenue
$178,281
Investment Income
$55
Other Revenue
$0
All Other Contributions
$7,150
Change in Net Assets
$-30,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,064
Salaries, Compensation, and Employee Benefits$96,498
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$106,205--$106,205
Other Salaries and Wages-$96,498-$96,498
Fees for Services Accounting-$7,000-$7,000
Information Technology-$4,484-$4,484
Other Expenses$4,495$1,200-$1,200
Office Expenses-$961-$961
Depreciation Depletion$151--$151
All Other Expenses-$-150-$-150
Total Functional Expenses$110,851$115,711$0$226,562
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Tnhimss has utilized brown & maguire cpas to provide outsourcing services during the current fiscal year for day-to-day accounting services. The director of finance oversees the accounting processes completed by brown & maguire, including approval of invoices prior to payment, in addition to review of the monthly financial statements and invoicing.

Form 990, Page 6, Part VI, Line 11B

The 990 has been reviewed by an independent person with a financial background as part of national himss reporting. The 990 is distributed to all board members for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is monitored in conjunction with third party accounting providers, and the board would approve any new transactions with directors or with entities that employ directors. The director of finance is also responsible for approving all payments which would involve inquiring of potential conflicts of interests being identified. All board members are reminded of conflict of interest policies during the summer board meetings, and any potential conflicts are discussed at board meetings with all members.

Form 990, Page 6, Part VI, Line 15A

Tn himss has an executive director, who is an employee of xmi's peo organization. Tn himss pays xmi a fee which covers the base salary, payroll taxes, and benefits for the executive director. The salary of the executive director is assessed by the chapter president annually, and any changes are approved by the board. The base salary for this position was assessed against similar positions for himss chapters, in addition to other associations in the nashville market.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are made available to the tn himss membership as requested through the tn himss website. Board members are advised of the conflict of interest policy during admittance to the board and reminded for existing board members during the summer board meetings.

Filing and Contact Details

Filer

Filer Name
Himss Tennessee Chapter
EIN
30-0104473
Phone
7143100633
Address
330 FRANKLIN ROAD STE 135A-277, BRENTWOOD, TN 37027
Doing Business As
Tn Himss

Signing Officer

Name
Tod Fetherling
Title
President
Phone
7143100633
Signed
2020-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tod Fetherling
Formed
2002
Legal Domicile
Tn
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
100

Preparer

Firm
Brown & Maguire Cpas Pllc
Address
2715 BRANSFORD AVENUE, NASHVILLE, TN 37204
Preparer
Steve Brown
Phone
6152420067
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Other program service expenses are comprised of various costs to administer various events hosted throughout the year, including venue expenses, meals and beverage, speaker fees, and other miscellaneous expenses. These events are primarily educational in nature of networking events to enhance the membership base of the organization.

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IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF PROGRA
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF TECHNO
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP OF SPONSO
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP OF OPERAT
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29VP OF SUMMIT
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
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