Civic Intelligence

Healthcare Information and Management Systems Society

990 • Fiscal year 2021 • EIN 30-0104473

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 10, 2021

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

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.30x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

47th percentile

6.4%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-21%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

9.9%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$195,103

Down $52,112 (-21%) from 2020

Net Assets

Up

$129,952

Up $18,776 (+17%) from 2020

Liabilities

Down

$65,151

Down $70,888 (-52%) from 2020

Revenue

Up

$215,639

Up $19,459 (+9.9%) from 2020

Expenses

Down

$201,863

Down $24,699 (-11%) from 2020

Net Income

Up

$13,776

Up $44,158 (+145%) from 2020

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

2021

Assets$195,103
Liabilities$65,151
Net Assets$129,952

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

2021

Revenue$215,639
Expenses$201,863
Net Income$13,776
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 10, 2021
Return Version
2020v4.0
Gross Receipts
$215,639
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$196,120$136,137▼ $59,983
Cash and Non-Interest-Bearing Accounts$15,958$48,102▲ $32,144
Accounts Receivable$13,508$7,114▼ $6,394
Prepaid Expenses and Deferred Charges$1,968$1,968→ $0
Land, Buildings, and Equipment, Net$2,208$1,782▼ $426
Total Assets$247,215$195,103▼ $52,112
Other Assets Total$17,453--
Liabilities
Deferred Revenue$120,925$43,900▼ $77,025
Accounts Payable and Accrued Expenses$15,114$21,251▲ $6,137
Total Liabilities$136,039$65,151▼ $70,888
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$111,176$129,952▲ $18,776
Total Net Assets Fund Balance$111,176$129,952▲ $18,776
Total Liabilities and Net Assets / Fund Balance$247,215$195,103▼ $52,112

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,782$577$2,359
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tod FetherlingPresident
Brad MorrowPresident El
Antoine AgassiDirector
Barbara CaseyDirector
Barry FittsDirector
Bill SpoonerDirector
Brian MoyerDirector
Brian ShakeDirector
Caleb DixonDirector
Caroline ChamberlainDirector
Chad BlackburnDirector
Dave VulcanoDirector
Didi DavisDirector
Jody McginnisDirector
Juliet DanielDirector
Justin CollierDirector
Justin LanningDirector
Kyle DukeDirector
Mark FrisseDirector
Michael HollisDirector
Ray GuzmanDirector
Rob BorellaDirector
Rob WhitleyDirector
Shelley ThomasDirector
Tammy HawesDirector
Todd CharestDirector
Tommy LewisDirector
William BartholomewDirector
Brad BondeDirector of
Eric ThrailkillPast Preside
Linda PannockSecretary
Caleb GravesVP of Advoca
Guice SmithVP of Collab
Josh ScalesVP of Divers
Tom MitchellVP of Market
Merrill BohrenVP of Member
Justin MooneyhanVP of Operat
Jennifer LemieuxVP of Progra
Penny GroganVP of Sponso
Robbie MorrisVP of Techno
Will RiceVP of Workfo
Revenue and Support

Revenue Composition

Contributions and Grants
$12,151
Program Service Revenue
$203,471
Investment Income
$17
Other Revenue
$0
All Other Contributions
$4,250
Change in Net Assets
$13,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,934
Salaries, Compensation, and Employee Benefits$81,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$90,057--$90,057
Other Salaries and Wages-$81,929-$81,929
Fees for Services Accounting-$7,200-$7,200
Information Technology-$4,518-$4,518
Advertising-$1,380-$1,380
Other Expenses$8,150$1,200-$1,200
All Other Expenses-$869-$869
Office Expenses-$627-$627
Depreciation Depletion$426--$426
Total Functional Expenses$98,633$103,230$0$201,863
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
2021-10-10
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/PersonNm25RAY GUZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm26TAMMY HAWES
IRS990/Form990PartVIISectionAGrp/PersonNm27DAVE VULCANO
IRS990/Form990PartVIISectionAGrp/PersonNm28TOMMY LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm29BRIAN MOYER
IRS990/Form990PartVIISectionAGrp/PersonNm30BILL SPOONER
IRS990/Form990PartVIISectionAGrp/PersonNm31CAROLINE CHAMBERLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm32SHELLEY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm33WILLIAM BARTHOLOMEW
IRS990/Form990PartVIISectionAGrp/PersonNm34KYLE DUKE
IRS990/Form990PartVIISectionAGrp/PersonNm35BARRY FITTS
IRS990/Form990PartVIISectionAGrp/PersonNm36ROB WHITLEY
IRS990/Form990PartVIISectionAGrp/PersonNm37BRIAN SHAKE
IRS990/Form990PartVIISectionAGrp/PersonNm38TODD CHAREST
IRS990/Form990PartVIISectionAGrp/PersonNm39MICHAEL HOLLIS
IRS990/Form990PartVIISectionAGrp/PersonNm40JUSTIN LANNING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF ADVOCA
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF COLLAB
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF MARKET
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF PROGRA
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP OF TECHNO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF DIVERS
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP OF MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF SPONSO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF OPERAT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF WORKFO
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/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt36DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt37DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt38DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt39DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt40DIRECTOR
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IRS990/FormationYr02002
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IRS990/FSAuditedInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00

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