Civic Intelligence

Ahima Foundation

990 • Fiscal year 2023 • EIN 51-0245159

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileWWW.AHIMAFOUNDATION.ORG
35 W Wacker Drive Floor 16Chicago, IL 60601

(312) 233-1100

Siviq Scores

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

Liabilities / Assets

80th percentile

0.41x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

3.63x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-221%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

97th percentile

$465,097

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 90.9% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

88th percentile

47%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$4,571,388

Up $1,452,126 (+47%) from 2022

Net Assets

Down

$2,715,250

Down $125,204 (-4.4%) from 2022

Liabilities

Up

$1,856,138

Up $1,577,330 (+566%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin2nd percentile

Revenue

Down

$511,841

Down $1,676,112 (-77%) from 2022

Expenses

Down

$1,644,244

Down $723,305 (-31%) from 2022

Net Income

Down

-$1,132,403

Down $952,807 (-531%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2023

Assets$4,571,388
Liabilities$1,856,138
Net Assets$2,715,250
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$511,841
Expenses$1,644,244
Net Income-$1,132,403
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$511,841
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,723,530$2,981,880▲ $258,350
Cash and Non-Interest-Bearing Accounts$388,117$1,334,425▲ $946,308
Other Notes and Loans Receivable, Net-$250,000-
Prepaid Expenses and Deferred Charges$6,330$3,308▼ $3,022
Accounts Receivable$1,285$1,775▲ $490
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$3,119,262$4,571,388▲ $1,452,126
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$125,869$1,672,571▲ $1,546,702
Accounts Payable and Accrued Expenses$152,939$183,567▲ $30,628
Total Liabilities$278,808$1,856,138▲ $1,577,330
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,823,326$1,937,222▲ $113,896
Net Assets Without Donor Restrictions$1,017,128$778,028▼ $239,100
Total Net Assets Fund Balance$2,840,454$2,715,250▼ $125,204
Total Liabilities and Net Assets / Fund Balance$3,119,262$4,571,388▲ $1,452,126

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,691,851$2,793▲ $161,734$84,000$1,772,378
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
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Interim Executive Director 1/19/23-7/1/23FT$102,000-$102,000
-Executive Director 1/1/23-1/18/23FT$81,797$960$82,757
-AHIMA Chair--$30,000$30,000

Board Members and Trustees

NameTitle
-Chair elect
-FDN Chair
-Past Chair
-Director
-Interim Executive Director 7/2/23-12/31/23
-General Counsel
-Interim CEO
-VP, Finance

Highest Paid Contractors

ContractorServicesLocationCompensation
John A ThornerIndependent contractor4416 Boxwood Road, Bethseda, MD 20816$104,230
Revenue and Support

Revenue Composition

Contributions and Grants
$412,170
Program Service Revenue
$0
Investment Income
$93,920
Other Revenue
$5,751
All Other Contributions
$122,235
Change in Net Assets
$-1,132,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,071,251
Salaries, Compensation, and Employee Benefits$476,993
Grants and Similar Amounts Paid$96,000
Total Fundraising Expense$56,405
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$644,341-$644,341
Other Salaries and Wages$63,344$124,762$34,800$222,906
Fees for Services Other$0$193,938$0$193,938
Current Officers, Directors, Trustees, and Key Employees-$184,757-$184,757
Fees for Services Management-$99,731-$99,731
Grants to Domestic Individuals$96,000--$96,000
Occupancy-$36,269-$36,269
Other Employee Benefits$5,855$19,635$7,022$32,512
Payroll Taxes$5,671$17,001$3,503$26,175
Fees for Services Accounting-$25,290-$25,290
Travel$253$20,386-$20,639
Advertising$169$14,149-$14,318
Fees for Services Legal-$11,732-$11,732
Pension Plan Contributions$2,531$6,832$1,280$10,643
Information Technology-$995$8,820$9,815
Conferences and Meetings-$7,207-$7,207
Other Expenses$860$1,057$55$1,972
Office Expenses-$871$856$1,727
Total Functional Expenses$175,062$1,412,777$56,405$1,644,244
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
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Intercompany Payables/Due to Related Party$1,672,571
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

“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, Line 7A Members or stockholders electing members of governing body

“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, Line 7B Decisions requiring approval by members or stockholders

“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, Line 11B Review of form 990 by governing body

“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, Line 12C Conflict of interest policy

“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, Line 19 Required documents available to the public

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

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.”

Filing and Contact Details

Filer

Filer Name
AHIMA Foundation
EIN
51-0245159
Phone
3122331100
Address
35 W WACKER DRIVE FLOOR 16, Chicago, IL 60601

Signing Officer

Name
Lauren Riplinger
Title
Executive Director
Phone
3122331100
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1962
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
11
Employees
5
Volunteers
25

Preparer

Firm
Forvis Mazars LLP
Address
1901 S Meyers Road Suite 500, Oakbrook Terrace, IL 60181-5209
Preparer
Anne White
Phone
6302829500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

“Consulting Fees - Total Expense: 184898, Program Service Expense: , Management and General Expenses: 184898, Fundraising Expenses: ; Other Contract Services - Total Expense: 9040, Program Service Expense: , Management and General Expenses: 9040, Fundraising Expenses: ;”

Financial Statement Notes

Schedule D, Part XIII ASC 740

“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.”

Schedule D, Part V, Line 4 Intended uses of endowment funds

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

Raw XML AppendixShowing 400 of 741 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/TitleTxt0Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1AHIMA Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2FDN Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair elect
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Interim CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director 1/1/23-1/18/23
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP, Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt15General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt16Interim Executive Director 1/19/23-7/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt17Interim Executive Director 7/2/23-12/31/23
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072317
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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 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.
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IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/Desc1Staff Recruitment & Training
IRS990/OtherExpensesGrp/Desc2Dues
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IRS990/OtherExpensesGrp/FundraisingAmt155
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1138
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017001
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IRS990/PensionPlanContributionsGrp/FundraisingAmt01280
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06832
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02531
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IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0LAUREN RIPLINGER
IRS990/ProfessionalFundraisingInd0false
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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IRS990/PYOtherExpensesAmt01420546
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IRS990/PYSalariesCompEmpBnftPaidAmt0859004
IRS990/PYTotalExpensesAmt02367549
IRS990/PYTotalRevenueAmt02187953
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1132403
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 5751.0, COLUMN F - 5751.0;
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10 Other Income

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,571,388
Liabilities
$1,856,138
Net assets
$2,715,250
Revenue
$511,841
Expenses
$1,644,244
Net income
-$1,132,403
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