Civic Intelligence

Association for Healthcare Documentation

EIN 94-2495857 • 501(c)6 • Modesto, CA

Profile

Association for Healthcare Documentation Integrity protects the integrity of patients' health information through continuous workforce development and the support of practitioners and industry partners.

3430 Tully Road Suite 20 112Modesto, CA 95350

www.ahdionline.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.47x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

32nd percentile

-9.7%

Higher net margin than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

17th percentile

-34%

Faster asset growth than 17% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$40,204

Down $20,791 (-34%) from 2023

Liabilities

Down

$58,945

Down $5,899 (-9.1%) from 2023

Net Assets

Down

-$18,741

Down $14,892 (-387%) from 2023

Revenue

Down

$153,040

Down $35,452 (-19%) from 2023

Expenses

Down

$167,932

Down $44,164 (-21%) from 2023

Net Income

Up

-$14,892

Up $8,712 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500K-$1.0MAssets 2010: $548,541Liabilities 2010: $928,669Net Assets 2010: -$380,1282010Assets 2011: $459,771Liabilities 2011: $976,989Net Assets 2011: -$517,2132011Assets 2012: $299,917Liabilities 2012: $907,195Net Assets 2012: -$607,2782012Assets 2013: $128,485Liabilities 2013: $742,307Net Assets 2013: -$613,8222013Assets 2014: $83,276Liabilities 2014: $637,720Net Assets 2014: -$554,4442014Assets 2015: $72,144Liabilities 2015: $358,864Net Assets 2015: -$286,7202015Assets 2016: $46,226Liabilities 2016: $351,735Net Assets 2016: -$305,5092016Assets 2017: $29,288Liabilities 2017: $334,578Net Assets 2017: -$305,2902017Assets 2018: $19,973Liabilities 2018: $280,184Net Assets 2018: -$260,2112018Assets 2019: $28,045Liabilities 2019: $178,084Net Assets 2019: -$150,0392019Assets 2020: $79,975Liabilities 2020: $104,996Net Assets 2020: -$25,0212020Assets 2021: $92,201Liabilities 2021: $83,694Net Assets 2021: $8,5072021Assets 2022: $92,011Liabilities 2022: $72,256Net Assets 2022: $19,7552022Assets 2023: $60,995Liabilities 2023: $64,844Net Assets 2023: -$3,8492023Assets 2024: $40,204Liabilities 2024: $58,945Net Assets 2024: -$18,7412024

Highlighted filing

2024

Assets$40,204
Liabilities$58,945
Net Assets-$18,741

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $2,370,458Expenses 2010: $2,326,522Net Income 2010: $43,9362010Revenue 2011: $1,610,568Expenses 2011: $1,747,653Net Income 2011: -$137,0852011Revenue 2012: $1,089,113Expenses 2012: $1,185,790Net Income 2012: -$96,6772012Revenue 2013: $878,054Expenses 2013: $884,598Net Income 2013: -$6,5442013Revenue 2014: $680,968Expenses 2014: $621,590Net Income 2014: $59,3782014Revenue 2015: $773,943Expenses 2015: $506,219Net Income 2015: $267,7242015Revenue 2016: $489,515Expenses 2016: $508,304Net Income 2016: -$18,7892016Revenue 2017: $476,200Expenses 2017: $475,981Net Income 2017: $2192017Revenue 2018: $404,652Expenses 2018: $359,573Net Income 2018: $45,0792018Revenue 2019: $426,899Expenses 2019: $316,727Net Income 2019: $110,1722019Revenue 2020: $362,664Expenses 2020: $237,646Net Income 2020: $125,0182020Revenue 2021: $275,718Expenses 2021: $242,190Net Income 2021: $33,5282021Revenue 2022: $231,299Expenses 2022: $220,051Net Income 2022: $11,2482022Revenue 2023: $188,492Expenses 2023: $212,096Net Income 2023: -$23,6042023Revenue 2024: $153,040Expenses 2024: $167,932Net Income 2024: -$14,8922024

Highlighted filing

2024

Revenue$153,040
Expenses$167,932
Net Income-$14,892

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.06$0.02$0.15$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$0.19$0.21$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.07$0.02$0.23$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.08$0.01$0.28$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.10$0.03$0.36$0.24$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.18$0.15$0.43$0.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.28$0.26$0.40$0.36$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.33$0.31$0.48$0.48$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.35$0.31$0.49$0.51$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.36$0.29$0.77$0.51$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.64$0.55$0.68$0.62$0.06
2013Summary only. Only limited summary data is available for this year.$0.13$0.74$0.61$0.88$0.88$0.01
2012Summary only. Only limited summary data is available for this year.$0.30$0.91$0.61$1.09$1.19$0.10
2011Summary only. Only limited summary data is available for this year.$0.46$0.98$0.52$1.61$1.75$0.14
2010Summary only. Only limited summary data is available for this year.$0.55$0.93$0.38$2.37$2.33$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$156,548
Mission and Program Overview

Mission

Association for healthcare documentation integrity protects the integrity of patients' health information through continuous workforce development and the support of practitioners and industry partners.

To promote the advancement of healthcare documentation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,765$27,172▼ $19,593
Accounts Receivable$8,806$7,076▼ $1,730
Inventories for Sale or Use$3,643$2,570▼ $1,073
Prepaid Expenses and Deferred Charges$662$2,267▲ $1,605
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$60,995$40,204▼ $20,791
Other Assets Total$1,119$1,119→ $0
Liabilities
Unsecured Notes Loans Payable$58,601$54,101▼ $4,500
Accounts Payable and Accrued Expenses$6,243$4,844▼ $1,399
Total Liabilities$64,844$58,945▼ $5,899
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-3,849$-18,741▼ $14,892
Total Net Assets Fund Balance$-3,849$-18,741▼ $14,892
Total Liabilities and Net Assets / Fund Balance$60,995$40,204▼ $20,791

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$648,128$648,128
Other Land Buildings-$82,130$82,130
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patt KingPast President
Stacy LehtoPresident
Karen EdwardsPresident Elect
Becky ByrnsDirector
Georgia GreenDirector
Jeanie UngerDirector
Joan VanvelsDirector
Jody GallDirector
Joyce SmithDirector
Julia DyviniakDirector
Julie StaalDirector
Sheila GustonInterim-CEO
Theresa ParksSecretary
Becky StahrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$110
Program Service Revenue
$117,393
Investment Income
$0
Other Revenue
$35,537
All Other Contributions
$110
Change in Net Assets
$-14,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$100,802
Other Expenses$67,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,409$15,102-$75,511
Office Expenses$5,652$28,193-$33,845
Other Employee Benefits$15,209$3,802-$19,011
Occupancy-$9,700-$9,700
Fees for Services Other$6,386$1-$6,387
Payroll Taxes$5,024$1,256-$6,280
Insurance-$4,483-$4,483
Conferences and Meetings$4,334--$4,334
Fees for Services Accounting-$2,500-$2,500
Other Expenses$166$2,152-$2,318
Total Functional Expenses$99,037$68,895$0$167,932
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Other officer compensation reviewed
Yes
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, Section A, Line 1A

The executive committee is comprised of the officers of the association of healthcare documentation integrity (ahdi). Ahdi's officers are the president, president-elect, secretary, treasurer, immediate past president, and chief executive officer. All of ahdi's officers are members of ahdi's board of directors. The executive committee's powers and duties are as follows: (a) the executive committee shall be empowered to authorize expenditures within the ahdi policies set by the board of directors.(b) to the extent permitted by law, the executive committee may conduct any business of the association, and take any action which would be proper if taken by the board and which may be required between meetings of the board of directors, except those matters specifically reserved to the full board by these bylaws and the california nonprofit corporation code.(c) the executive committee shall have full power and authority to exercise judgment and make decisions as required to safeguard the association.(d) the executive committee shall report its actions to the board by mail, fax, or electronic mail or at the next board meeting.(e) the executive committee shall perform such other duties as delegated by the board of directors.

Form 990, Part VI, Section A, Line 7A

The organization has individual professional members, student members, post-graduate members, and sustaining members, all of which have the right to elect members of the board of directors.

Form 990, Part VI, Section A, Line 7B

Individual professional members, student members, post-graduate, and sustaining members have the right to vote to approve certain bylaws amendments as outlined in bylaws xvi.

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

Management will review the form 990 before it is filed with the irs. This will consist of a thorough review by the coo and a high-level review by the ceo. The board of directors will be provided with a copy of the completed 990 once it has been reviewed by management.

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

Members of the board of directors review the policy annually and sign a conflict of interest policy annually. Staff sign a conflict of interest policy as part of their review of the employee handbook when hired. Periodic review of the policy is reviewed with board and staff.

Form 990, Part VI, Section B, Line 15B

Review of annual compensation statistics related to comparable positions in similar sized associations taking into consideration geographic location, educational preparation, and years of experience.

Form 990, Part VI, Section C, Line 19

The association of healthcare documentation integrity makes its financial statements available in its publication and by member request. The association's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Association for Healthcare Documentation
EIN
94-2495857
Phone
2095279620
Address
3430 Tully Road Suite 20 112, Modesto, CA 95350

Signing Officer

Name
Sheila Guston
Title
Interim-CEO
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Guston
Formed
1978
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
50

Preparer

Firm
Pastenieks Bucheli & Falasco Llp
Address
1101 SYLVAN AVE SUITE C-201, MODESTO, CA 95350
Preparer
Eileen Pastenieks
Phone
2095295515
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IRS990/PrincipalOfficerNm0Sheila Guston
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE ASSOCIATION OF HEALTHCARE DOCUMENTATION INTEGRITY (AHDI). AHDI'S OFFICERS ARE THE PRESIDENT, PRESIDENT-ELECT, SECRETARY, TREASURER, IMMEDIATE PAST PRESIDENT, AND CHIEF EXECUTIVE OFFICER. ALL OF AHDI'S OFFICERS ARE MEMBERS OF AHDI'S BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE'S POWERS AND DUTIES ARE AS FOLLOWS: (A) THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED TO AUTHORIZE EXPENDITURES WITHIN THE AHDI POLICIES SET BY THE BOARD OF DIRECTORS.(B) TO THE EXTENT PERMITTED BY LAW, THE EXECUTIVE COMMITTEE MAY CONDUCT ANY BUSINESS OF THE ASSOCIATION, AND TAKE ANY ACTION WHICH WOULD BE PROPER IF TAKEN BY THE BOARD AND WHICH MAY BE REQUIRED BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, EXCEPT THOSE MATTERS SPECIFICALLY RESERVED TO THE FULL BOARD BY THESE BYLAWS AND THE CALIFORNIA NONPROFIT CORPORATION CODE.(C) THE EXECUTIVE COMMITTEE SHALL HAVE FULL POWER AND AUTHORITY TO EXERCISE JUDGMENT AND MAKE DECISIONS AS REQUIRED TO SAFEGUARD THE ASSOCIATION.(D) THE EXECUTIVE COMMITTEE SHALL REPORT ITS ACTIONS TO THE BOARD BY MAIL, FAX, OR ELECTRONIC MAIL OR AT THE NEXT BOARD MEETING.(E) THE EXECUTIVE COMMITTEE SHALL PERFORM SUCH OTHER DUTIES AS DELEGATED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS INDIVIDUAL PROFESSIONAL MEMBERS, STUDENT MEMBERS, POST-GRADUATE MEMBERS, AND SUSTAINING MEMBERS, ALL OF WHICH HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INDIVIDUAL PROFESSIONAL MEMBERS, STUDENT MEMBERS, POST-GRADUATE, AND SUSTAINING MEMBERS HAVE THE RIGHT TO VOTE TO APPROVE CERTAIN BYLAWS AMENDMENTS AS OUTLINED IN BYLAWS XVI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT WILL REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE IRS. THIS WILL CONSIST OF A THOROUGH REVIEW BY THE COO AND A HIGH-LEVEL REVIEW BY THE CEO. THE BOARD OF DIRECTORS WILL BE PROVIDED WITH A COPY OF THE COMPLETED 990 ONCE IT HAS BEEN REVIEWED BY MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE POLICY ANNUALLY AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. STAFF SIGN A CONFLICT OF INTEREST POLICY AS PART OF THEIR REVIEW OF THE EMPLOYEE HANDBOOK WHEN HIRED. PERIODIC REVIEW OF THE POLICY IS REVIEWED WITH BOARD AND STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEW OF ANNUAL COMPENSATION STATISTICS RELATED TO COMPARABLE POSITIONS IN SIMILAR SIZED ASSOCIATIONS TAKING INTO CONSIDERATION GEOGRAPHIC LOCATION, EDUCATIONAL PREPARATION, AND YEARS OF EXPERIENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ASSOCIATION OF HEALTHCARE DOCUMENTATION INTEGRITY MAKES ITS FINANCIAL STATEMENTS AVAILABLE IN ITS PUBLICATION AND BY MEMBER REQUEST. THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
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