Civic Intelligence

Azhima

990 • Fiscal year 2019 • EIN 86-0341667

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 08, 2020

Organization ProfileWWW.AZHIMA.ORG
113 N Bradley DrSalina, KS 67401

(785) 221-3146

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-16%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$215,289

Down $1,993 (-0.9%) from 2018

Net Assets

Down

$212,706

Down $3,276 (-1.5%) from 2018

Liabilities

Up

$2,583

Up $1,283 (+99%) from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin10th percentile

Revenue

Down

$107,926

Down $20,056 (-16%) from 2018

Expenses

Up

$138,720

Up $32,937 (+31%) from 2018

Net Income

Down

-$30,794

Down $52,993 (-239%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$300K$200K$100K$0Assets 2010: $111,677Liabilities 2010: $0Net Assets 2010: $111,6772010Assets 2011: $117,153Liabilities 2011: $8Net Assets 2011: $117,1452011Assets 2012: $110,461Liabilities 2012: $0Net Assets 2012: $110,4612012Assets 2013: $140,217Liabilities 2013: $1,3452013Assets 2014: $150,718Liabilities 2014: $0Net Assets 2014: $150,7182014Assets 2015: $165,678Liabilities 2015: $4,815Net Assets 2015: $160,8632015Assets 2016: $171,727Liabilities 2016: $996Net Assets 2016: $170,7312016Assets 2017: $215,058Liabilities 2017: $1,459Net Assets 2017: $213,5992017Assets 2018: $217,282Liabilities 2018: $1,300Net Assets 2018: $215,9822018Assets 2019: $215,289Liabilities 2019: $2,583Net Assets 2019: $212,7062019Assets 2020: $248,717Liabilities 2020: $3,301Net Assets 2020: $245,4162020Assets 2021: $281,463Liabilities 2021: $135Net Assets 2021: $281,3282021Assets 2022: $259,014Liabilities 2022: $3,853Net Assets 2022: $255,1612022Assets 2023: $277,298Liabilities 2023: $3,034Net Assets 2023: $274,2642023Assets 2024: $238,813Liabilities 2024: $2,926Net Assets 2024: $235,8872024Assets 2025: $249,659Liabilities 2025: $2,272Net Assets 2025: $247,3872025

Highlighted filing

2019

Assets$215,289
Liabilities$2,583
Net Assets$212,706
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $106,754Expenses 2010: $83,815Net Income 2010: $22,9392010Revenue 2011: $110,244Expenses 2011: $103,551Net Income 2011: $6,6932011Revenue 2012: $101,491Expenses 2012: $109,390Net Income 2012: -$7,8992012Revenue 2013: $113,513Expenses 2013: $88,743Net Income 2013: $24,7702013Revenue 2014: $108,129Expenses 2014: $90,450Net Income 2014: $17,6792014Revenue 2015: $114,156Expenses 2015: $94,549Net Income 2015: $19,6072015Revenue 2016: $121,867Expenses 2016: $112,852Net Income 2016: $9,0152016Revenue 2017: $125,050Expenses 2017: $89,403Net Income 2017: $35,6472017Revenue 2018: $127,982Expenses 2018: $105,783Net Income 2018: $22,1992018Revenue 2019: $107,926Expenses 2019: $138,720Net Income 2019: -$30,7942019Revenue 2020: $69,727Expenses 2020: $46,596Net Income 2020: $23,1312020Revenue 2021: $75,626Expenses 2021: $44,992Net Income 2021: $30,6342021Revenue 2022: $89,075Expenses 2022: $94,608Net Income 2022: -$5,5332022Revenue 2023: $104,197Expenses 2023: $95,919Net Income 2023: $8,2782023Revenue 2024: $86,371Expenses 2024: $134,297Net Income 2024: -$47,9262024Revenue 2025: $94,623Expenses 2025: $93,358Net Income 2025: $1,2652025

Highlighted filing

2019

Revenue$107,926
Expenses$138,720
Net Income-$30,794
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 8, 2020
Return Version
2019v5.1
Gross Receipts
$220,924
Mission and Program Overview

Mission

As the state membership organization of health information management professionals, the arizona health information management association (azhima) fosters the professional development of its members through continuing education opportunities, by promoting quality clinical data management, and, by acting as an advocate on issues which will affect the management of health information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$217,282$215,289▼ $1,993
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$217,282$215,289▼ $1,993
Liabilities
Other Liabilities$1,300$2,583▲ $1,283
Total Liabilities$1,300$2,583▲ $1,283
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$215,982$212,706▼ $3,276
Total Net Assets Fund Balance$215,982$212,706▼ $3,276
Total Liabilities and Net Assets / Fund Balance$217,282$215,289▼ $1,993

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,836$2,836
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Lisa HartPast President as of 7-2019
Jami WoebkenbergPast President Until 7-2019
Katherine AndersenPresident as of 7-2019
Mary Valenzuela-restoPresident- Elect as of 7-2019
Manuel Soto-griegoAdvocacy Director Until 7-2019
Marjorie RosenDelegate / Advocacy Director as of 7-2019
Sandra BrightwellEducation Director
Candice RameyDelegate
Lori FickesDelegate as of 7-2019
Renee BlickenstaffSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$115,613
Investment Income
$-11,170
Other Revenue
$3,483
Change in Net Assets
$-30,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,556
Grants and Similar Amounts Paid$4,164
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$68,210
Travel---$22,880
Fees for Services Other---$13,924
Information Technology---$9,553
Office Expenses---$2,495
Fees for Services Accounting---$2,373
Grants to Domestic Individuals---$2,100
Grants to Domestic Orgs---$2,064
Insurance---$1,402
Other Expenses---$200
Advertising---$25
Total Functional Expenses$0$0$0$138,720
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,483
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$2,583
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by the board and signed by an officer of the board before it is submitted to the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Each director annually signs a statement which affirms they have received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy.”

Form 990, Part VI, Section C, Line 19

“If the governing documents and conflict of interest policy of the organization are subject to federal or state public disclosure rules, these documents will be made publicly available as applicable law may require. Otherwise, the governing documents and conflict of interest policy will be provided to the public at the discretion of management.”

Filing and Contact Details

Filer

Filer Name
Azhima
EIN
86-0341667
Phone
7852213146
Address
113 N BRADLEY DR, SALINA, KS 67401

Signing Officer

Name
Renee Blickenstaff
Title
Treasurer
Phone
7852213146
Signed
2020-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Hart
Formed
1977
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
30

Preparer

Firm
Monica J Stern CPA Pllc
Address
11225 NORTH 28TH DRIVE SUITE A100, PHOENIX, AZ 85029-5608
Preparer
Monica J Stern CPA
Phone
6026748226
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Speaker honorarium 2,565. Office coordinator 11,359.”

FORM 990, PART XI, LINE 9:

“Net unrealized gain (loss)on investment 27,518.”

Raw XML Appendix350 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/ActivityOrMissionDesc0AS THE STATE MEMBERSHIP ORGANIZATION OF HEALTH INFORMATION MANAGEMENT PROFESSIONALS, THE ARIZONA HEALTH INFORMATION MANAGEMENT ASSOCIATION (AZHIMA) FOSTERS THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH CONTINUING EDUCATION OPPORTUNITIES, BY PROMOTING QUALITY CLINICAL DATA MANAGEMENT, AND, BY ACTING AS AN ADVOCATE ON ISSUES WHICH WILL AFFECT THE MANAGEMENT OF HEALTH INFORMATION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AS OF 7-2019
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EDUCATION DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT AS OF 7-2019
IRS990/Form990PartVIISectionAGrp/TitleTxt6DELEGATE / ADVOCACY DIR AS OF 7-2019
IRS990/Form990PartVIISectionAGrp/TitleTxt7DELEGATE AS OF 7-2019
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02836
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02583
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02583
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD AND SIGNED BY AN OFFICER OF THE BOARD BEFORE IT IS SUBMITTED TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF THE ORGANIZATION ARE SUBJECT TO FEDERAL OR STATE PUBLIC DISCLOSURE RULES, THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPEAKER HONORARIUM 2,565. OFFICE COORDINATOR 11,359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NET UNREALIZED GAIN (LOSS)ON INVESTMENT 27,518.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0217282
IRS990/TotalAssetsEOYAmt0215289
IRS990/TotalAssetsGrp/BOYAmt0217282
IRS990/TotalAssetsGrp/EOYAmt0215289
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0138720
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01300
IRS990/TotalLiabilitiesEOYAmt02583
IRS990/TotalLiabilitiesGrp/BOYAmt01300
IRS990/TotalLiabilitiesGrp/EOYAmt02583
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0215982
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0212706
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0115613
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-7687
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0115613
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107926
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0217282
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215289
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt022880
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0113 N BRADLEY DR
IRS990/USAddress/CityNm0SALINA
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd067401
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.AZHIMA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE BLICKENSTAFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07852213146
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AZHIMA
ReturnHeader/Filer/BusinessNameControlTxt0AZHI
ReturnHeader/Filer/EIN0860341667
ReturnHeader/Filer/PhoneNum07852213146
ReturnHeader/Filer/USAddress/AddressLine1Txt0113 N BRADLEY DR
ReturnHeader/Filer/USAddress/CityNm0SALINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd067401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0913B194DADAF60C83C0FD4C7DBD2FB6FB8C0DB3C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0913B194DADAF60C83C0FD4C7DBD2FB6FB8C0DB3C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.166.205.159
ReturnHeader/FilingSecurityInformation/IPDt02020-04-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm010:22:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770602105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONICA J STERN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011225 NORTH 28TH DRIVE SUITE A100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850295608
ReturnHeader/PreparerPersonGrp/PhoneNum06026748226
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONICA J STERN CPA
ReturnHeader/ReturnTs02020-04-23T11:23:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,289
Liabilities
$2,583
Net assets
$212,706
Revenue
$107,926
Expenses
$138,720
Net income
-$30,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.50$0.02$2.47$0.95$0.93$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.03$2.36$0.86$1.34$0.48
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.03$2.74$1.04$0.96$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.04$2.55$0.89$0.95$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.76$0.45$0.31
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.03$2.45$0.70$0.47$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.03$2.13$1.08$1.39$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.01$2.16$1.28$1.06$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.14$1.25$0.89$0.36
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$1.22$1.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.05$1.61$1.14$0.95$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.08$0.90$0.18
2013Summary only. Only limited summary data is available for this year.$1.40$0.01$1.14$0.89$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$1.01$1.09$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$1.10$1.04$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$1.07$0.84$0.23