CHIME EDUCATION FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHIME EDUCATION FOUNDATION (EIN 20-8402295)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-09
IRS object ID
202342219349300314
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-09T08:21:00-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11901 S Meyers Road Suite 500AddressLine1Txt
CityOakbrook TerraceCityNm
State AbbreviationILStateAbbreviationCd
ZIP601815209ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208402295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHIME EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SHAWN WILHOITEInCareOfNm
Business Name ControlCHIMBusinessNameControlTxt
Phone7346650000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 E EISENHOWER PARKWAY SUITE 300AddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWIN CZOPEKPersonNm
Person TitleEVP AND CFOPersonTitleTxt
Phone7346650000PhoneNum
Signature2023-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEdwinPersonFirstNm
Person LastCzopekPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBernadette D ZitaPreparerPersonNm
PTINP00089845PTIN
Phone6302829500PhoneNum
Preparation2023-08-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRUSSELL BRANZELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 E EISENHOWER PARKWAY SUITE 300AddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,558,252GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CHIMECENTRAL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionSUPPORT THE EDUCATION OF HEALTHCARE INFORMATION TECHNOLOGY PROFESSIONALS BY GRANTING SCHOLARSHIPS TO SUCH PERSONS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$64,700PYContributionsGrantsAmt
CY Contributions Grants$377,863CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$106,833PYInvestmentIncomeAmt
CY Investment Income$140,353CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$171,533PYTotalRevenueAmt
CY Total Revenue$518,216CYTotalRevenueAmt
PY Grants And Similar Paid$280,635PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$238,178CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,708PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$178,963CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$17,366PYOtherExpensesAmt
CY Other Expenses$62,419CYOtherExpensesAmt
PY Total Expenses$331,709PYTotalExpensesAmt
CY Total Expenses$479,560CYTotalExpensesAmt
PY Revenues Less Expenses-$160,176PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$38,656CYRevenuesLessExpensesAmt
Total Assets BOY$1,764,670TotalAssetsBOYAmt
Total Assets EOY$924,987TotalAssetsEOYAmt
Total Liabilities BOY$690,916TotalLiabilitiesBOYAmt
Total Liabilities EOY$83,617TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,073,754NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$841,370NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT THE EDUCATION OF HEALTHCARE INFORMATION TECHNOLOGY PROFESSIONALS BY RECEIVING, RAISING, AND ADMINISTERING FUNDS FOR THE PURPOSE OF GRANTING SCHOLARSHIPS TO SUCH PERSONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$285,288ExpenseAmt
Grant$238,178GrantAmt
DescTHE CHIME EDUCATION FOUNDATION OFFERS A VARIETY OF SCHOLARSHIPS TO CHIME MEMBERS AND THEIR STAFF. THE SCHOLARSHIPS COVER EDUCATIONAL PROGRAMS FROM CHIME EVENTS AND OTHER EDUCATIONAL PROGRAMS TO OTHER CIO-RELATED EXECUTIVE EDUCATION AND PROVIDE ITS EXECUTIVES WITH A MECHANISM TO FUND THEIR PROFESSIONAL DEVELOPMENT AND ADVANCEMENT WITHIN THE HEALTHCARE IT INDUSTRY.Desc
Total Program Service Expenses$285,288TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHAWN WILHOITEPersonNm
Phone7346650000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 E EISENHOWER PARKWAY SUITE 300AddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
RUSSELL BRANZELL
PRESIDENT & CEO1.042.0Yes (X)Yes (X)$0$798,663$0
KEITH FRAIDENBURG
EVP & COO1.042.0$0$414,395$0Yes (X)
EDWIN P CZOPEK
EVP & CFO1.042.0Yes (X)$0$330,035$0
BARBARA SIVEK
EVP & COO1.042.0$0$301,752$0Yes (X)
TIMOTHY STETTHEIMER
VP1.042.0$0$286,245$0Yes (X)
JONATHAN FRITZ
CIO1.042.0$0$249,179$0Yes (X)
MARI SAVICKIS
VP1.042.0$0$248,414$0Yes (X)
Elizabeth Ylitalo
VP1.042.0$0$218,998$0Yes (X)
SUSAN ALDRICH
VP1.042.0$0$205,626$0Yes (X)
MICHELLE PATTERSON
VP1.042.0$0$157,042$0Yes (X)
LIZ JOHNSON
CHAIRPERSON1.00.0Yes (X)Yes (X)$0$0$0
CLETIS EARLE
SECRETARY1.00.0Yes (X)Yes (X)$0$0$0
NEAL GANGULY
TREASURER1.00.0Yes (X)Yes (X)$0$0$0
AJAY KAPARE
TRUSTEE1.01.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,210,349TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$377,863AllOtherContributionsAmt
Total Contributions$377,863TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,506TotalRevenueColumnAmt
Exclusion$49,506ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$1,130,883OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,040,036OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$90,847OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,847TotalRevenueColumnAmt
Exclusion$90,847ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$518,216TotalRevenueColumnAmt
Exclusion$140,353ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$238,178TotalAmt
Program Services$238,178ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$178,963TotalAmt
Management And General$178,963ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,512TotalAmt
Management And General$1,512ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,585TotalAmt
Management And General$4,585ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,498TotalAmt
Program Services$1,110ProgramServicesAmt
Management And General$388ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$86TotalAmt
Management And General$86ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$46,000TotalAmt
Program Services$46,000ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
LICENSES AND FEES$7,641$7,641
BANK FEES$1,097$1,097

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$479,560TotalAmt
Program Services$285,288ProgramServicesAmt
Management And General$194,272ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$184,960BOYAmt
EOY$327,764EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,579,410BOYAmt
EOY$596,223EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$300BOYAmt
EOY$1,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,764,670BOYAmt
EOY$924,987EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$46,400BOYAmt
EOY$10,900EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$644,516BOYAmt
EOY$72,717EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$690,916BOYAmt
EOY$83,617EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,073,754BOYAmt
EOY$805,870EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$35,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,073,754BOYAmt
EOY$841,370EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,764,670BOYAmt
EOY$924,987EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$38,656ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$306,540NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$35,500PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVESBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN383040305EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationYes (true)SuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (true)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Section A, Line 2CHIME EDUCATION FOUNDATION SUPPORTS THE COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVES (CHIME), A 501(C)(6) ORGANIZATION. ANNUALLY, CHIME PREPARES THE SUPPORT TEST UNDER 509(A)(2) TO CONFIRM IT MEETS THE PUBLIC CHARITY TEST AS IF IT WAS A PUBLIC CHARITY THAT normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 331/3 % of its support from gross investment income and Unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2).
PART IV, SECTION A, LINE 3BCHIME EDUCATION FOUNDATION SUPPORTS THE COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVES (CHIME), A 501(C)(6) ORGANIZATION. ANNUALLY, CHIME COMPLETES THE PUBLIC SUPPORT TEST DESCRIPED IN 509(A)(2) AND PROVIDES THE CALCULATION TO CHIME EDUCATION FOUNDATION.
PART IV, SECTION A, LINE 3CCHIME EDUCATION FOUNDATION SUPPORTS THE COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVES (CHIME), A 501(C)(6) ORGANIZATION. CHIME EDUCATION FOUNDATION PROVIDES SCHOLARSHIPS TO CHIME MEMBERS FOR EDUCATIONAL COURSES. EDUCATION IS considered A CHARITABLE ACTIVITY DESCRIBED IN IRC SECTION 170(C)(2)(B). CHIME EDUCATION FOUNDATION CONFIRMS THE SCHOLARSHIPS ARE BEING USED EXCLUSIVELY FOR A CHARITABLE PURPOSE BY REVIEW COURSE REGISTRATION BY SCHOLARSHIP RECIPIENTS.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PARTIESDesc
Amt$72,717Amt
FieldValueIRS element (for citing)
Total Liability$72,717TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient61RecipientCnt
Cash Grant$238,178CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationSCHOLARSHIP FUNDS ARE REMITTED DIRECTLY TO THE RECIPIENTS UPON RECEIPT OF PROPER DOCUMENTATION VERIFYING REQUIRED SEMINARS OR CLASSES WERE ATTENDED BY THE RECIPIENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RUSSELL BRANZELL
PRESIDENT & CEO$590,447$123,213$85,003$798,663$64,729
EDWIN P CZOPEK
EVP & CFO$258,350$49,899$21,786$330,035
KEITH FRAIDENBURG
EVP & COO$300,414$66,250$47,731$414,395$28,231
BARBARA SIVEK
EVP & COO$240,517$40,547$20,688$301,752
JONATHAN FRITZ
CIO$221,928$27,251$249,179
SUSAN ALDRICH
VP$141,086$24,208$40,332$205,626$20,844
MICHELLE PATTERSON
VP$137,770$19,092$180$157,042
MARI SAVICKIS
VP$213,174$34,970$270$248,414
TIMOTHY STETTHEIMER
VP$244,857$40,614$774$286,245
Elizabeth Ylitalo
VP$202,663$16,200$135$218,998

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3A RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4bSupplemental nonqualified retirement plan (457(f)): CHIME's nonqualified retirement plan is offered to designated CHIME executives. There is a minimum five-year vesting date, or vesting is automatic upon reaching retirement age, death, disability, or involuntary termination without cause. Benefits are subject to income taxes upon vesting and payable from CHIME's general assets. Reported as other reportable compensation in Schedule J, Part II, column B(III), the following individuals listed in Form 990, Part VII, Section A, Line 1A received payment from the supplemental nonqualified retirement plan during the calendar year ending December 31, 2021: - Russell P. Branzell $64,729 - Keith Fraidenburg $28,231 - Susan Aldrich $20,844

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2BOARD MEMBERS ARE IN THE SAME LINE OF BUSINESS AND MAY CONDUCT BUSINESS WITH EACH OTHER AT ARM'S LENGTH IN THE NORMAL COURSE OF BUSINESS.
FORM 990, PART VI, SECTION A, LINE 7ATHE INITIAL NUMBER OF TRUSTEES OF THE CORPORATION SHALL BE BETWEEN ELEVEN (11) AND FIFTEEN (15), AND SHALL BE COMPRISED OF THE FOLLOWING INDIVIDUALS: (A) THREE (3) MEMBERS APPOINTED BY CHIME; (B) ONE (1) MEMBER OF THE BOARD OF TRUSTEES OF CHIME WHO SHALL BE APPOINTED BY CHIME AND SERVE AS AN EX-OFFICIO BOARD MEMBER; (C) THE CHIEF EXECUTIVE OFFICER OF CHIME; AND (D) SIX (6) MEMBERS AT LARGE SELECTED FROM CHIME AND THE COLLEGE OF HEALTHCARE INFORMATION MANAGEMENT EXECUTIVES FOUNDATION NOMINATED BY THE CORPORATION CHAIRPERSON AND APPROVED BY THE CHIME BOARD OF TRUSTEES. EACH TRUSTEE SHALL HAVE VOTING RIGHTS. TRUSTEES APPOINTED BY CHIME UNDER SUBSECTION (A) MUST HAVE PREVIOUSLY SERVED AS A TRUSTEE OF CHIME. THE NUMBER OF TRUSTEES MAY BE INCREASED OR DECREASED FROM TIME-TO-TIME BY THE BOARD OF TRUSTEES OF THE CORPORATION PROVIDED THAT: (C) THE MAJORITY OF THE TRUSTEES SHALL BE APPOINTED OR APPROVED BY CHIME; (D) ANY TRUSTEE APPOINTED BY THE BOARD MUST BE A PART OF THE HEALTH INFORMATION TECHNOLOGY COMMUNITY; AND (E) NO DECREASE IN THE NUMBER OF TRUSTEES SHALL HAVE THE EFFECT OF SHORTENING THE TERM OF ANY INCUMBENT TRUSTEE.
FORM 990, PART VI, SECTION B, LINE 11BTHE CFO AND DIRECTOR OF FINANCE REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. IF AVAILABLE, THE FORM 990 MAY BE REVIEWED BY THE BOARD OF DIRECTORS AS WELL. IF NOT, THE FORM 990 IS MADE AVAILABLE TO BOARD OF DIRECTORS UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12CTHE CHAIRPERSON OF THE BOARD AND EACH DIRECTOR OR OFFICER SHALL ANNUALLY SIGN THE STATEMENT OF DISCLOUSRE WHICH AFFIRMS THAT SUCH SIGNING CHAIRPERSON, DIRECTOR, OR OFFICER (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; AND (C) HAS AGREED TO COMPLY WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15AIN 2022, A RELATED ORGANIZATION HIRED A CONSULTING COMPANY TO IMPLEMENT A COMPENSATION SURVEY AND REVIEW CEO SALARY.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
COLLEGEHLTHINFO MGMT EXECTUIVES
455 E EISENHOWER PARKWAY SUITE 300ANN ARBORMI48108383040305SUPPORTIL501(C)(6)NAfalse
COLLEGEHLTH INFO MGMT EXEC FDTN
455 E EISENHOWER PARKWAY SUITE 300ANN ARBORMI48108383161904SUPPORTIL501(C)(6)NAfalse
CHIME HEALTHCARE INNOVATION TRUST
455 E EISENHOWER PARKWAY SUITE 300ANN ARBORMI48108811521342EDUCATIONIL501(C)(3)CHIMEYes (true)SO TYPE 1

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHIME TECHNOLOGIES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1455 E EISENHOWER Pkwy Ste 300AddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48108ZIPCd
FieldValueIRS element (for citing)
EIN472401436EIN
Primary ActivitieseducationPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
Entity TypeC CorpEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
COLLEGEHLTH INFO MGMT EXECUTIVES
O$178,963FMV
CHIME HEALTHCARE INNOVATION TRUST
S$3,224ACTUAL AMOUNT

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