2018-11-15T15:52:46-06:00 2017-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2017-01-01 362181841 AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION AMER 3122331100 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 OTIS USHER CFO 3122331100 2018-11-15 1 LU ANN TRAPP P01506476 3122071040 2018-11-15 69.136.173.86 2018-11-15 08:44:39 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BC3C601473DBFA21F2EC98090FDE5B85B06AE70F 2017 2019-02-21 02:37:17Z OTIS USHER 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 50595255 0 X WWW.AHIMA.ORG X 1928 IL AHIMA LEADS THE HEALTH INFORMATICS AND INFORMATION MANAGEMENT COMMUNITY TO ADVANCE PROFESSIONAL PRACTICE AND STANDARDS. FOUNDED IN 1928, AHIMA IS THE PREMIER ASSOCIATION FOR PROFESSIONALS DEDICATED TO DELIVERING QUALITY HEALTHCARE THROUGH QUALITY INFORMATION. AHIMA'S 74,266 MEMBERS INCLUDE HEALTH INFORMATION MANAGEMENT (HIM) PROFESSIONALS AND MYRIAD OF OTHERS. SEE OUR WEBSITE AT WWW.AHIMA.ORG. 12 10 162 2000 874408 54471 4500 4500 26893328 24909407 1547804 2054985 4397297 5439510 32842929 32408402 784435 175000 0 0 16749718 14917162 0 0 0 18194457 18771564 35728610 33863726 -2885681 -1455324 63707691 69038816 14276977 15831115 49430714 53207701 X AHIMA LEADS THE HEALTH INFORMATICS AND INFORMATION MANAGEMENT COMMUNITY TO ADVANCE PROFESSIONAL PRACTICE AND STANDARDS. 0 0 PROFESSIONAL DEVELOPMENT - AHIMA IS DEDICATED TO DEVELOPING AND DELIVERING MEANINFUL LIFELONG LEARNING OPPORTUNITITES. AHIMA PROVIDES EDUCATION, CERTIFICATION, AND ADVOCACY TO THE HEALTHCARE COMMUNITY WITH A VESTED INTEREST IN THE BENEFITS REALIZED BY QUALITY HEALTHCARE INFORMATION. AHIMA OFFERS A WIDE RANGE OF PRODUCTS AND SERVICES, INCLUDING ONLINE EDUCATIONAL APPLICATIONS, AUDIO SEMINARS, PUBLICATIONS, CERTIFICATIONS, AND CONFERENCES / INSTITUTES / SEMINARS / WORKSHOPS. EACH PRODUCT OR SERVICE IS CREATED WITH CURRENT AND FUTURE PROFESSIONAL SKILL DEVELOPMENT NEEDS IN MIND. IN ADDITION, AHIMA ALSO: HOLDS AN ANNUAL CONVENTION WITH OVER 4,200 ATTENDEES, SOLD APPROXIMATELY 135,000 BOOKS / PRODUCTS; AND DELIVERED 46 CONTINUING EDUCATION SEMINARS WITH OVER 5,000 REGISTRANTS BY AUDIO AND WEBCAST. APPROXIMATELY 40,000 PROFESSIONALS PARTICIPATED IN QUIZZES TO GAIN CONTINUING EDUCATION CREDITS. AHIMA HAS AN ESTIMATED 12,000 WEB-BASED TRAINING PRODUCTS AND ENROLLED 6,098 STUDENTS IN OUR CODING BASICS PROGRAMS. CERTIFICATIONS SERVICES - AHIMA, THROUGH ITS AFFILIATE CERTIFICATION ENTITY, THE COMMISSION ON CERTIFICATION FOR HEALTH INFORMATICS AND INFORMATION MANAGEMENT (CCHIIM), DEVELOPS, MAINTAINS, AND ADMINISTERS 15 PROFESSIONAL VOLUNTARY CERTIFICATION EXAMS TO MORE THAN 12,100 CANDIDATES ANNUALLY. THESE EXAMS AND THEIR ACCOMPANYING CREDENTIALS VALIDATE COMPETENCE OF INDIVIDUALS AT AN ENTRY-LEVEL OR ADVANCED LEVEL OF PRACTICE IN HEALTH INFORMATION. HIM PROFESSION - AHIMA OFFERS PROFESSIONAL PRACTICE ADVICE, REPRESENTS THE PROFESSION WITH OTHER ASSOCATIONS, AND CONTRIBUTES TO AND INFLUENCES STANDARDS FOR PUBLIC POLICY WITH LEGISLATIVE / REGULATORY BODIES.AHIMA'S STAFF HIM PROFESSIONALS CONTRIBUTE TO ACHIEVING INTEGRITY OF ELECTRONIC HEALTH INFORMATION THROUGH ACTIVITIES GEARED TOWARD THE FOLLOWING:ADOPTION OF HIM PRINCIPLES AND BEST PRACTICES INTO EHR SYSTEMS; STANDARDIZATION OF HEALTH INFORMATION EXCHANGES CONSISTENT WITH HIM PRINCIPLES; DATA / INFORMATION INTEROPERABILITY AND DATA GOVERNANCE STANDARDS; PROVISION OF EDUCATION OF AHIMA MEMBERS AND THE INDUSTRY FOR DEVELOPMENT AND MAINTENANCE OF STANDARDS; INTEGRATION OF GLOBAL STANDARDS INTO HEALTH INFORMATION MANAGEMENT AND INFORMATICS FUNCTIONS. COMMUNICATION SERVICES / MEMBER SERVICES - AHIMA CONTINUALLY PUSHES THE ENVELOPE WITH ITS MANY COMMUNICATION AND MEMBER SERVICE INITIATIVES. ELECTRONIC RESOURCES INCLUDE AN INDUSTRY-DEFINING WEBSITE, WWW.AHIMA.ORG. THE WEBSITE IS THE HOME OF THE ASSOCIATION'S 177 ENGAGE COMMUNITIES - OFFERING MEMBERS A 24/7 OPPORTUNITY TO VIRTUALLY NETWORK ABOUT PRACTICAL AND FUNCTIONAL ISSUES AFFECTING THEIR DAILY WORK; THE SEARCHABLE AHIMA BODY OF KNOWLEDGE - REPOSITORY OF APPOXIMATELY 9,567 UNIQUE RESOURCES DEDICATED TO THE TOPIC OF HEALTHCARE INFORMATION BY ENABLING MEMBER INTERACTION WITH ELECTED REPRESENTATIVES. THE WEBSITE ALSO WAREHOUSES MANY RESOURCES AVAILABLE TO NON-MEMBERS. AHIMA ALSO PUBLISHES AN ONLINE-ONLY PEER-REVIEWED RESEARCH JOURNAL. THE ASSOCIATION ALSO OFFERS AN ONLINE CONSUMER RESOURCE, WWW.MYPHR.COM. A NUMBER OF ELECTRONIC NEWSLETTERS ARE AVAILABLE FOR MEMBERS AND NON-MEMBERS, ALONG WITH DIGITAL EDITIONS OF THE MEMBER NEWSLETTER, AHIMA ADVANTAGE. THE AWARD-WINNING JOURNAL OF AHIMA IS DELIVERED DIRECT TO 45,125 MEMBERS IN A PAPER-BASED FORMAT AND AN ADDITIONAL 50,364 MEMBERS ELECTRONICALLY. THE JOURNAL IS ALSO DELIVERED TO 205 NON-MEMBERS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 213 0 1 162 1 1 1 0 0 0 1 1 0 X 12 10 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X OTIS USHER CPA 3122331072 233 N MICHIGAN AVE 21ST FLOOR CHICAGO IL 60601 ANN F CHENOWETH MBA RHIA FAHIMA PRESIDENT / CHAIR 8.00 X X 30000 0 0 DIANN H SMITH RHIA CHP FAHIMA MS PRESIDENT / CHAIR-ELECT 8.00 X 20000 0 0 MELISSA M MARTIN RHIA CCS PAST PRESIDENT / CHAIR 5.00 X 0 0 0 SUSAN E WHITE PHD RHIA CHDA TREASURER 5.00 X X 0 0 0 DANIKA E BRINDA PHD RHIA CHPS HC SECRETARY 5.00 X X 0 0 0 CHRISANN K LEMERY RHIA CHPS FAHIM SPEAKER OF THE HOUSE 5.00 X 0 0 0 ELLEN SHAKESPEARE KARL MBA RHIDA C DIRECTOR 5.00 X 0 0 0 JILL S CLARK RHIA CHDA FAHIMA MB DIRECTOR 5.00 X 0 0 0 TIM J KEOUGH MPA RHIA FAHIMA DIRECTOR 5.00 X 0 0 0 DWAN A THOMAS-FLOWERS MBA RHIA CC DIRECTOR 5.00 X 0 0 0 SUSAN PERKINS RHIT CCS CHTS-IM DIRECTOR 5.00 X 0 0 0 BARBARA J MANOR MA RHIA DIRECTOR 5.00 X 0 0 0 KAREN S SCOTT MED RHIA CCS-P FAH DIRECTOR 5.00 X 0 0 0 LYNNE THOMAS GORDON MBARHIAFACHEC CEO (THRU 7/15/17) 40.00 5.00 X 419226 0 20087 PAMELA LANE MS RHIA INTERIM CEO 40.00 5.00 X 219021 0 11673 DEBORAH K GREEN RHIA MBA EVP / OPER. & COO (THRU 11/3/17) 40.00 10.00 X 268051 0 30296 DENISE LEDUC-FROEMMING CPA MBA CAE EVP /ADMIN. & CFO (THRU 9/6/17) 40.00 3.00 X 211250 0 22843 OTIS USHER VP, FINANCE (STARTING 10/31/17) 40.00 3.00 X 25990 0 2293 LORRAINE SMALLEY VP, MCVE 40.00 X 189029 0 12940 ELIZABETH RANNO VP PRODUCT DEVELOPMENT & PLANNING 40.00 X 198989 0 16209 LOU ANN WIEDEMANN INTERIM SVP 40.00 X 185031 0 22546 DESLA MANCILLA VP, ACADEMIC AFFAIRS/CERTIFICATION SERVICES 40.00 X 161276 0 21967 ALEXANDRE BOUCHE MANAGING DIRECTOR 40.00 X 179430 0 25805 JACQUELINE NELSON VP OF MARKETING 40.00 X 178751 0 22430 SUSAN BOWMAN SENIOR DIRECTOR, CODING POLICY AND COMPLIANCE 40.00 X 149840 0 19454 MELANIE ENDICOTT SENIOR DIRECTOR, HIM PRACTICE EXCELLENCE 40.00 X 147669 0 20723 KATHERINE DOWNING VICE PRESIDENT IG, STANDARDS & ANALYTICS 40.00 X 158959 0 8038 2742512 0 257304 42 0 1 0 SISU MEDICAL SOLUTIONS LLC 5 WEST 1ST STREET SUITE 200 DULUTH MN 55802 SOFTWARE 337100 CONNECT SEARCH LLC 221 NORTH LASALLE STREET SUITE 130 CHICAGO IL 60601 PLACEMENT 182699 TECHNOLOGY PLUS 337 CHURCH ST WEST CHICAGO IL 60185 CONSULTING 155527 PLANTE & MORAN PLLC 26300 NORTHWESTERN HIGHWAY SUITE 1 SOUTHFIELD MI 48076 ACCOUNTING 120605 ADISACKN CONSULTING LLC 18755 CLEAR VIEW DRIVE MINNETONKA MN 55345 CONSULTING 113841 7 4500 4500 MEMBERSHIP DUES 900099 6562874 6562874 MEETINGS 900099 5114387 5114387 EXAMINATIONS 900099 5053872 5053872 ASSESSMENTS/CREDENTIAL MAINTENANC 900099 4074296 4074296 CONTINUING EDUCATION 611710 2241220 2241220 1862758 988350 874408 24909407 1169032 1169032 9723 9723 16916262 16030309 885953 885953 885953 7586331 2156544 5429787 5429787 32408402 29464786 874408 2064708 175000 2021000 9785332 756202 1339569 1015059 334389 35297 116869 2552981 2508258 1858630 1130512 694262 2460392 1653349 182240 SERVICE FEES 4397428 BANK FEES 674162 BAD DEBTS 570000 UBIT AND OTHER TAXES 76240 -473445 33863726 545549 1094161 4232320 1289171 2711814 3379724 1080623 931380 868562 1331559 14669345 6986334 8095547 7683011 46173276 53329810 63707691 69038816 5380428 5261766 5381081 7336154 1500000 1500000 2015468 1733195 14276977 15831115 X 49430714 53207701 49430714 53207701 63707691 69038816 -1455324 5232311 0 X 0 1 X 1 0 0 0 1 10637170 287199 321659 608858 159558 449300 2516323 854433 1661890 11848729 6131901 5716828 304293 304293 7683011 DEFERRED RENT 1733195 1733195 40446640 5232311 2156544 7388855 33057785 116869 -766252 -649383 32408402 36669652 2156544 2156544 34513108 116869 -766252 -649383 33863725 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,156,544. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED ORGANIZATION ADMINISTRATIVE REIMBURSEMENTS -766,252. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,156,544. PART XII, LINE 4B - OTHER ADJUSTMENTS: RELATED ORGANIZATION ADMINISTRATIVE REIMBURSEMENTS -766,252. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL 51130 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL 22502 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL 135446 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL 11622 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL 3762 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL 31886 0 0 0 0 0 0 256348 0 256348 0 0 0 0 0 0 1 COMMISSION ON ACCREDITATION FOR HEALTH INFORMATICS & INFO MGMT 233 N MICHIGAN AVENUE 21ST FLOOR CHICAGO IL 60601 274536530 501(C)(3) 175000 GENERAL SUPPORT 1 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS TO OTHER AFFILIATED ORGANIZATIONS WITH SIMILAR MISSIONS FOR THE GENERAL SUPPORT OF THESE ORGANIZATIONS. SINCE THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. X 1 1 X X X X 1 0 0 LYNNE THOMAS GORDON MBARHIAFACHEC CEO (THRU 7/15/17) 257765 0 0 0 161461 0 12425 0 7662 0 439313 0 0 0 PAMELA LANE MS RHIA INTERIM CEO 219021 0 0 0 0 0 10897 0 776 0 230694 0 0 0 DEBORAH K GREEN RHIA MBA EVP / OPER. & COO (THRU 11/3/17) 268051 0 0 0 0 0 13588 0 16708 0 298347 0 0 0 DENISE LEDUC-FROEMMING CPA MBA CAE EVP /ADMIN. & CFO (THRU 9/6/17) 211250 0 0 0 0 0 7781 0 15062 0 234093 0 0 0 LORRAINE SMALLEY VP, MCVE 189029 0 0 0 0 0 6188 0 6752 0 201969 0 0 0 ELIZABETH RANNO VP PRODUCT DEVELOPMENT & PLANNING 198989 0 0 0 0 0 10295 0 5914 0 215198 0 0 0 LOU ANN WIEDEMANN INTERIM SVP 185031 0 0 0 0 0 9411 0 13135 0 207577 0 0 0 DESLA MANCILLA VP, ACADEMIC AFFAIRS/CERTIFICATION S 161276 0 0 0 0 0 8209 0 13758 0 183243 0 0 0 ALEXANDRE BOUCHE MANAGING DIRECTOR 179430 0 0 0 0 0 5723 0 20082 0 205235 0 0 0 JACQUELINE NELSON VP OF MARKETING 178751 0 0 0 0 0 9295 0 13135 0 201181 0 0 0 SUSAN BOWMAN SENIOR DIRECTOR, CODING POLICY AND C 149840 0 0 0 0 0 5696 0 13758 0 169294 0 0 0 MELANIE ENDICOTT SENIOR DIRECTOR, HIM PRACTICE EXCELL 147669 0 0 0 0 0 7588 0 13135 0 168392 0 0 0 KATHERINE DOWNING VICE PRESIDENT IG, STANDARDS & ANALY 158959 0 0 0 0 0 8038 0 0 0 166997 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDED A CORPORATE APARTMENT FOR ITS FORMER INTERIM CEO ON A TEMPORARY BASIS. THE FORMER INTERIM CEO WAS EMPLOYED IN WASHINGTON, DC, BUT SERVED ON A TEMPORARY BASIS AT THE ORGANIZATION'S CHICAGO HEADQUARTERS. THE ARRANGEMENT WAS FOR THE CONVENIENCE AND BENEFIT OF AHIMA. THE ORGANIZATION TREATED THESE AMOUNTS AS NONTAXABLE BUSINESS EXPENSES NECESSARY TO CARRY OUT THE BUSINESS OF THE ORGANIZATION. PART I, LINE 4A THE FORMER CEO RECEIVED SEVERANCE OF $161,461. FORM 990, PART VI, SECTION A, LINE 6 ACTIVE AND HONORARY MEMBERS HAVE THE RIGHT TO VOTE. THE HOUSE OF DELEGATES HAS THE FOLLOWING POWERS REGARDING SIGNIFICANT DECISIONS OF THE GOVERNING BODY: - APPROVE THE STANDARDS GOVERNING THE PROFESSION, INCLUDING: - THE AHIMA CODE OF ETHICS - HOW TO INTERPRET THE CODE OF ETHICS - ELECT THE MEMBERS OF THE AHIMA NOMINATING COMMITTEE, EXCEPT THE CHAIRMAN AND APPOINTED MEMBERS. - ADVISE THE BOARD OF DIRECTORS IN THE DEVELOPMENT AND MODIFICATION OF ASSOCIATION PLANS. - LEVY SPECIAL ASSESSMENTS. - APPROVE AHIMA BYLAWS AMENDMENTS. - APPROVE STANDING RULES OF THE HOUSE OF DELEGATES. - APPROVE RESOLUTIONS. AHIMA SHALL MAKE NO DISTRIBUTION OF ITS ASSETS TO ANY OF ITS MEMBERS DURING THE PERIOD OF ITS OPERATION OR UPON ITS LIQUIDATION. UPON THE DISSOLUTION OR FINAL LIQUIDATION OF AHIMA, ANY ASSETS REMAINING AFTER ALL OBLIGATIONS HAVE BEEN SATISFIED OR PROVIDED SHALL BE TRANSFERRED TO A NONPROFIT ENTITY DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD HAS THE RIGHT TO APPOINT ADDITIONAL MEMBERS WHETHER PERIODICALLY OR AS VACANCIES ARISE. ONLY MEMBERSHIP CAN ELECT NEW MEMBERS OF THE BOARD AS NOTED IN PART VI, SECTION A, LINE 6. IN THE CASE OF DEATH, INCAPACITY, OR WRITTEN RESIGNATION OF ANY OFFICER OR DIRECTOR DURING HIS OR HER TERM OF OFFICE, THE VACANCY SHALL BE FILLED BY ACTION OF THE BOARD OF DIRECTORS. ANY ELECTED OR APPOINTED OFFICER OR DIRECTOR OF AHIMA MAY BE REMOVED FOR CAUSE BY THE BOARD OF DIRECTORS, PROVIDING SUCH ACTION IS TAKEN BY A MAJORITY VOTE OF THE MEMBERS / BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE HOUSE OF DELEGATES HAS TO APPROVE CERTAIN DECISIONS OF THE GOVERNING BODY, SUCH AS CHANGES IN THE BYLAWS. SEE PART VI, LINE 6 EXPLANATION. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990. THIS REVIEW INCLUDES ANALYZING THE 990 FOR REASONABLENESS, ACCURACY, AND RELATIONSHIP TO AHIMA'S MISSION. THE FORM 990 IS THEN SENT TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS, VOLUNTEERS, AND STAFF MUST DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE BOARD GOVERNANCE TEAM REVIEWS THESE CONFLICT OF INTEREST STATEMENTS. IN ADDITION, AT THE START OF EACH MEETING BOARD MEMBERS ARE ASKED TO DISCLOSE ANY INTERESTS THAT WOULD JEOPARDIZE THEIR INDEPENDENCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD LEADERSHIP REVIEWS THE CEO'S COMPENSATION ANNUALLY. THIS REVIEW IS DOCUMENTED AND INCLUDES BENCHMARKING AGAINST OTHER COMPARABLE POSITIONS. THE OTHER EXECUTIVE'S COMPENSATION IS MATCHED TO MARKET USING A THIRD PARTY COMPENSATION CONSULTING FIRM. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. AHIMA FOUNDATION 233 N MICHIGAN AVE STE 2100 CHICAGO IL 60601 510245159 PROVIDES FINANCIAL AND INTELLECTUAL RESOURCES TO ADVANCE HEALTH INFO MGMT IL 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 1 0