Civic Intelligence

Ahima Foundation

990 • Fiscal year 2022 • EIN 51-0245159

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 10, 2024

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

55th percentile

0.09x

Higher debt load relative to assets than 55% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.13x

Higher debt load relative to revenue than 58% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

23rd percentile

-8.2%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

99th percentile

$765,386

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 35.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

4th percentile

-30%

Faster asset growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$3,119,262

Down $1,352,612 (-30%) from 2021

Net Assets

Up

$2,840,454

Up $164,711 (+6.2%) from 2021

Liabilities

Down

$278,808

Down $1,517,323 (-84%) from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin23rd percentile

Revenue

Down

$2,187,953

Down $671,251 (-23%) from 2021

Expenses

Up

$2,367,549

Up $279,680 (+13%) from 2021

Net Income

Down

-$179,596

Down $950,931 (-123%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2022

Assets$3,119,262
Liabilities$278,808
Net Assets$2,840,454
Open 2022 Filing

Operations Trend

Revenue Growth17th 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

2022

Revenue$2,187,953
Expenses$2,367,549
Net Income-$179,596
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 10, 2024
Return Version
2022v5.0
Gross Receipts
$2,654,006
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,275,560$2,723,530▼ $552,030
Cash and Non-Interest-Bearing Accounts$1,190,307$388,117▼ $802,190
Prepaid Expenses and Deferred Charges$2,413$6,330▲ $3,917
Accounts Receivable$3,594$1,285▼ $2,309
Savings and Temporary Cash Investments$0$0→ $0
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$4,471,874$3,119,262▼ $1,352,612
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$170,262$152,939▼ $17,323
Other Liabilities$1,625,869$125,869▼ $1,500,000
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$1,796,131$278,808▼ $1,517,323
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,706,000$1,823,326▼ $882,674
Net Assets Without Donor Restrictions$-30,257$1,017,128▲ $1,047,385
Total Net Assets Fund Balance$2,675,743$2,840,454▲ $164,711
Total Liabilities and Net Assets / Fund Balance$4,471,874$3,119,262▼ $1,352,612

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,892,812$17,387▼ $166,348$52,000$1,691,851
2021$1,739,813$14,589▲ $191,806$25,000$1,892,812
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
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anisa TootlaExecutive DirectorFT$230,001$17,171$247,172
Tim KeoughAHIMA Chair--$30,000$30,000

Board Members and Trustees

NameTitle
Sarah SidwellChair elect, Treasurer
Donna BowersFDN Chair
David MuntzPast Chair
Andrew FehlmanDirector
Fran AyalasomayajulaDirector
Jill ClarkDirector
Linda MitchellDirector
Malio WestDirector
Mary Ann SterlingDirector
Vera RulonDirector
Victoria WheatleyDirector
Wendy Copeland-GouldDirector
Wylecia Wiggs HarrisCEO
David GilmartinGeneral Counsel
Breian MeakensVP, Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$2,112,465
Program Service Revenue
$0
Investment Income
$75,488
Other Revenue
$0
All Other Contributions
$112,465
Change in Net Assets
$-179,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,366,046
Revenue Not Reported on Financial Statements
$821,907
Revenue Not Reported on Form 990
$344,307
Total Revenue per Audited Statements
$1,710,353
Total Revenue per Form 990
$2,187,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,420,546
Salaries, Compensation, and Employee Benefits$859,004
Total Fundraising Expense$296,185
Grants and Similar Amounts Paid$87,999
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$821,907-$821,907
Other Salaries and Wages$202,152$119,556$150,351$472,059
Current Officers, Directors, Trustees, and Key Employees-$247,172-$247,172
Fees for Services Other$80,692$36,642$77,827$195,161
Fees for Services Management-$110,000-$110,000
Grants to Domestic Individuals$87,999--$87,999
Other Employee Benefits$12,439$28,559$26,865$67,863
Advertising-$51,223$916$52,139
Payroll Taxes$16,303$22,207$13,581$52,091
Occupancy-$40,141-$40,141
Information Technology-$3,290$17,123$20,413
Pension Plan Contributions$9,303$3,850$6,666$19,819
Fees for Services Legal-$11,826-$11,826
Other Expenses$7,751$337$1,237$8,088
Fees for Services Accounting-$7,500-$7,500
Travel$2,001$4,705$237$6,943
All Other Expenses$2,280$819$957$4,056
Office Expenses$1,100$2,136$425$3,661
Total Functional Expenses$530,073$1,541,291$296,185$2,367,549

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,367,549
Expenses per Audited Statements$1,545,642
Total Expenses per Audited Statements$1,545,642
Expenses Not Reported on Financial Statements$821,907
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
Due to Related Party$125,869
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 Amended
EIN
51-0245159
In Care Of
% BREIAN MEAKENS
Phone
3122331100
Address
233 N MICHIGAN AVENUE 21ST FLOOR, CHICAGO, IL 60601

Signing Officer

Name
John Thorner
Title
Executive Director
Phone
3122331100
Signed
2024-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Riplinger
Formed
1962
Legal Domicile
Il
Voting Board Members
13
Independent Board Members
12
Employees
5
Volunteers
71

Preparer

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

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.”

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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/PersonNm13Linda Mitchell
IRS990/Form990PartVIISectionAGrp/PersonNm14Vera Rulon
IRS990/Form990PartVIISectionAGrp/PersonNm15Malio West
IRS990/Form990PartVIISectionAGrp/PersonNm16Victoria Wheatley
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP, Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt2General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4AHIMA Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chair elect, Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7FDN Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/MissionDesc0AHIMA 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH: 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.
IRS990/ProgSrvcAccomActy3Grp/Desc0HEALTH 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.
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,119,262
Liabilities
$278,808
Net assets
$2,840,454
Revenue
$2,187,953
Expenses
$2,367,549
Net income
-$179,596
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