Civic Intelligence

Ahima Foundation

990 • Fiscal year 2020 • EIN 51-0245159

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileWWW.AHIMAFOUNDATION.ORG
233 N Michigan Avenue 21st FloorChicago, IL 60601

(312) 233-1100

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.53x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

2.40x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-182%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

98th percentile

$546,963

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 76.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-0.9%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-67%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$3,205,545

Down $28,330 (-0.9%) from 2019

Net Assets

Down

$1,491,512

Down $1,031,830 (-41%) from 2019

Liabilities

Up

$1,714,033

Up $1,003,500 (+141%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin2nd percentile

Revenue

Down

$713,212

Down $1,423,028 (-67%) from 2019

Expenses

Down

$2,009,326

Down $450,570 (-18%) from 2019

Net Income

Down

-$1,296,114

Down $972,458 (-300%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,880,721Liabilities 2010: $75,677Net Assets 2010: $2,805,0442010Assets 2011: $2,402,664Liabilities 2011: $175,359Net Assets 2011: $2,227,3052011Assets 2012: $2,324,060Liabilities 2012: $96,755Net Assets 2012: $2,227,3052012Assets 2013: $2,396,058Liabilities 2013: $168,753Net Assets 2013: $2,227,3052013Assets 2014: $2,358,714Liabilities 2014: $131,409Net Assets 2014: $2,227,3052014Assets 2015: $2,344,744Liabilities 2015: $117,439Net Assets 2015: $2,227,3052015Assets 2016: $2,446,473Liabilities 2016: $219,169Net Assets 2016: $2,227,3042016Assets 2017: $3,291,433Liabilities 2017: $1,010,168Net Assets 2017: $2,281,2652017Assets 2018: $3,272,682Liabilities 2018: $991,418Net Assets 2018: $2,281,2642018Assets 2019: $3,233,875Liabilities 2019: $710,533Net Assets 2019: $2,523,3422019Assets 2020: $3,205,545Liabilities 2020: $1,714,033Net Assets 2020: $1,491,5122020Assets 2021: $4,471,874Liabilities 2021: $1,796,131Net Assets 2021: $2,675,7432021Assets 2022: $3,119,262Liabilities 2022: $278,808Net Assets 2022: $2,840,4542022Assets 2023: $4,571,388Liabilities 2023: $1,856,138Net Assets 2023: $2,715,2502023Assets 2024: $4,481,091Liabilities 2024: $1,565,921Net Assets 2024: $2,915,1702024

Highlighted filing

2020

Assets$3,205,545
Liabilities$1,714,033
Net Assets$1,491,512
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,910,6132010Expenses 2011: $1,939,7412011Expenses 2012: $1,554,0912012Revenue 2013: $1,451,989Expenses 2013: $1,533,072Net Income 2013: -$81,0832013Revenue 2014: $1,749,385Expenses 2014: $1,727,207Net Income 2014: $22,1782014Revenue 2015: $1,682,125Expenses 2015: $1,601,755Net Income 2015: $80,3702015Revenue 2016: $1,882,130Expenses 2016: $1,934,181Net Income 2016: -$52,0512016Revenue 2017: $2,203,660Expenses 2017: $2,365,295Net Income 2017: -$161,6352017Revenue 2018: $1,317,840Expenses 2018: $1,102,218Net Income 2018: $215,6222018Revenue 2019: $2,136,240Expenses 2019: $2,459,896Net Income 2019: -$323,6562019Revenue 2020: $713,212Expenses 2020: $2,009,326Net Income 2020: -$1,296,1142020Revenue 2021: $2,859,204Expenses 2021: $2,087,869Net Income 2021: $771,3352021Revenue 2022: $2,187,953Expenses 2022: $2,367,549Net Income 2022: -$179,5962022Revenue 2023: $511,841Expenses 2023: $1,644,244Net Income 2023: -$1,132,4032023Revenue 2024: $147,396Expenses 2024: $311,284Net Income 2024: -$163,8882024

Highlighted filing

2020

Revenue$713,212
Expenses$2,009,326
Net Income-$1,296,114
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$4,327,680
Mission and Program Overview

Mission

To promote research and scholarship in the fields of health information management, health informatics and information governance and to function as a resource center for health information management issues for students, professionals, organizations and the interested public.

Provides financial and intellectual resources to sustain and recognize continuous innovation and advances in health information management (him)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,599,171$2,728,888▲ $129,717
Cash and Non-Interest-Bearing Accounts$298,594$236,165▼ $62,429
Savings and Temporary Cash Investments$0$142,881▲ $142,881
Accounts Receivable$320,747$96,158▼ $224,589
Prepaid Expenses and Deferred Charges$15,363$1,453▼ $13,910
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,233,875$3,205,545▼ $28,330
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$513,539$1,499,460▲ $985,921
Accounts Payable and Accrued Expenses$196,994$214,573▲ $17,579
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$710,533$1,714,033▲ $1,003,500
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,256,575$2,469,549▲ $212,974
Net Assets Without Donor Restrictions$266,767$-978,037▼ $1,244,804
Total Net Assets Fund Balance$2,523,342$1,491,512▼ $1,031,830
Total Liabilities and Net Assets / Fund Balance$3,233,875$3,205,545▼ $28,330

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,580,615$7,698▲ $191,000$39,500$1,739,813
2019$1,369,610$20,078▲ $227,927$37,000$1,580,615
2018$1,348,024$292,024▼ $178,877-$1,417,901
2017$1,131,746$31,923▲ $184,355-$1,348,024
2016$1,034,431$34,950▲ $92,365-$1,131,746
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wylecia Wiggs HarrisCEOPT$238,846$14,897$253,743
Bonnie AgudaSr. Manager, Grants & ProjectsFT$110,255-$110,255
Virginia EvansAHIMA ChairPT-$30,000$30,000

Board Members and Trustees

NameTitle
Diann H SmithChair
David S MuntzChair Elect
Danika E BrindaDirector
Dwan a Thomas-flowersDirector
Ellen S KarlDirector
Jill S ClarkDirector
Karen S ScottDirector
Malio WestDirector
Patricia SHERIDANDirector
Sarah SIDWELLDirector
Tim J KeoughDirector
Anisa TootlaExecutive Director
David GilmartinGeneral Counsel
Breian MeakensVP, Finance

Highest Paid Contractors

ContractorServicesLocationCompensation
THRUUE IncProject Work235 Main St Ste 227, Madison, NJ 07940$244,605
Revenue and Support

Revenue Composition

Contributions and Grants
$681,698
Program Service Revenue
$0
Investment Income
$31,514
Other Revenue
$0
All Other Contributions
$86,473
Change in Net Assets
$-1,296,114

Audited Revenue Reconciliation

Revenue per Audited Statements
$713,212
Revenue Not Reported on Form 990
$264,284
Total Revenue per Audited Statements
$977,496
Total Revenue per Form 990
$713,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,147,713
Salaries, Compensation, and Employee Benefits$805,563
Total Fundraising Expense$182,053
Grants and Similar Amounts Paid$56,050
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$94,457$384,375$25,788$504,620
Other Salaries and Wages$267,895$70,988$74,560$413,443
Current Officers, Directors, Trustees, and Key Employees-$253,743-$253,743
Occupancy-$244,910-$244,910
Other Employee Benefits$41,668$27,226$5,216$74,110
Grants to Domestic Individuals$56,050--$56,050
Information Technology$5,848$484$46,787$53,119
Payroll Taxes$20,872$22,772$4,317$47,961
Fees for Services Legal$9,152-$13,569$22,721
Travel$561$18,708-$19,269
Fees for Services Accounting-$17,455-$17,455
Pension Plan Contributions$6,296$8,176$1,834$16,306
Office Expenses$10,351$4,051$158$14,560
Conferences and Meetings--$9,824$9,824
Other Expenses$4$136-$140
All Other Expenses-$35-$35
Total Functional Expenses$755,534$1,071,739$182,053$2,009,326

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,009,326
Total Expenses per Audited Statements$2,009,326
Total Expenses per Form 990$2,009,326
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$1,425,060
Sba Loan$74,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 6:

“Ahima foundation has one member, american health information management association (ahima), an illinois not-for-profit corporation. Ahima has reserved powers and voting rights to: - amend the articles of incorporation, corporate by-laws and any mission statement of ahima foundation; - appoint or remove ahima foundation directors and officers, including the executive director, and approve all executive compensation arrangements; - approve all plans of merger, consolidation, joint venture or the creation or acquisition of subsidiaries or affiliates of ahima foundation; and - perform all treasury functions involving ahima foundation.”

FORM 990, PART VI, SECTION A, LINE 7A:

“Ahima foundation's sole member, ahima, has the power to appoint the directors and officers of ahima foundation, including the executive director. Ahima may remove ahima foundation directors or officers at any time, with or without cause.”

FORM 990, PART VI, SECTION A, LINE 7B:

“The sole member, ahima, has the power to approve certain decisions of the governing body, such as changes in the bylaws, as described in part vi, section a, line 6.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The board retains the services of an independent cpa firm to prepare the organization's form 990. Management reviews the form 990 and a copy of the form 990 is provided to all board members prior to filing with the irs.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Annually all board members, volunteers, and staff must disclose any interests that could give rise to conflicts. Throughout the year, the board's executive team reviews these conflict of interest statements, as well as any disclosure by a board member.”

FORM 990, PART VI, SECTION B, LINE 15:

“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.”

FORM 990, PART VI, SECTION C, LINE 19:

“Governing documents, conflict of interest policy, and financial statements are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Ahima Foundation
EIN
51-0245159
In Care Of
% BREIAN MEAKENS
Phone
3122331100
Address
233 N MICHIGAN AVENUE 21ST FLOOR, CHICAGO, IL 60601

Signing Officer

Name
Anisa Tootla
Title
Executive Director
Phone
3122331100
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anisa Tootla
Formed
1962
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
11
Employees
7
Volunteers
71

Preparer

Firm
Bkd Llp
Address
1901 S Meyers Road Suite 500, Oakbrook Terrace, IL 60181-5209
Preparer
Bernadette D Zita
Phone
6302829500
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

“Description:contract labor total fees:2237”

Form 990 Part IX Line 11G

“Description:consulting fees total fees:252294”

Form 990 Part IX Line 11G

“Description:facilities management total fees:300”

Form 990 Part IX Line 11G

“Description:other contract services total fees:249789”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are designated to support student merit scholarships in health information management educational pursuits.”

ASC 740 Footnote:

“Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML AppendixShowing 400 of 703 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2VP, FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt4Sr. Manager, Grants & Projects
IRS990/Form990PartVIISectionAGrp/TitleTxt5AHIMA Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chair Elect
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IRS990/MissionDesc0Established as a 501(c)3 nonprofit organization in 1997, the AHIMA Foundation ("Foundation") is the charitable affiliate of the American Health Information Management Association (AHIMA). Through the generous support of donors, the Foundation champions inclusive and secure health data access, understanding, and use through training for health information professionals, collaboration among strategic healthcare partners, and the development and promotion of research and scholarship in health information fields. The Foundation recognizes that the consumer's ability to consistently access and use their own health information with confidence remains a significant and widespread gap in the public healthcare system. Since 2020, the Foundation has expanded its mission to include direct-to-consumer education, research, innovative resources and technology solutions, and advocacy in the areas of health literacy, equity, and engagement to help consumers make informed, personal health decisions for
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,205,545
Liabilities
$1,714,033
Net assets
$1,491,512
Revenue
$713,212
Expenses
$2,009,326
Net income
-$1,296,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$1.57$2.92$0.15$0.31$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.57$1.86$2.72$0.51$1.64$1.13
2022Detailed filing. Detailed filing data is available for this year.$3.12$0.28$2.84$2.19$2.37$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.47$1.80$2.68$2.86$2.09$0.77
2020Detailed filing. Detailed filing data is available for this year.$3.21$1.71$1.49$0.71$2.01$1.30
2019Detailed filing. Detailed filing data is available for this year.$3.23$0.71$2.52$2.14$2.46$0.32
2018Detailed filing. Detailed filing data is available for this year.$3.27$0.99$2.28$1.32$1.10$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.29$1.01$2.28$2.20$2.37$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.22$2.23$1.88$1.93$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.12$2.23$1.68$1.60$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.13$2.23$1.75$1.73$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.17$2.23$1.45$1.53$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.10$2.23$1.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.18$2.23$1.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.08$2.81$3.91