2015-11-16T16:05:24-06:00 2014-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2014-01-01 362181841 AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION AMER 3122331100 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 DENISE FROEMMING MBA CPA EVP/CFO 3122331100 2015-11-16 1 LU ANN TRAPP P01506476 3122071040 2015-11-16 2014 2016-03-07 17:11:31Z DENISE FROEMMING MBA CP 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 71721552 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 69,520 MEMBERS INCLUDE HEALTH INFORMATION MANAGEMENT (HIM) PROFESSIONALS AND MYRIAD OF OTHERS. SEE OUR WEB SITE AT WWW.AHIMA.ORG. 12 10 197 1013 1414601 281848 0 12016 34108175 29779246 3375034 4279953 8180697 6092870 45663906 40164085 1176455 1524755 0 0 16364882 14924426 0 0 0 19318174 18694358 36859511 35143539 8804395 5020546 58933224 62025565 14096878 12510944 44836346 49514621 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 MEANINGFUL LIFELONG LEARNING OPPORTUNITIES. 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 3,000 ATTENDEES, SOLD 135,814 BOOKS / PRODUCTS; AND DELIVERED 36 CONTINUING EDUCATION SEMINARS WITH 4,383 REGISTRANTS BY AUDIO AND WEBCAST. OVER 48,000 PROFESSIONALS PARTICIPATED IN QUIZZES TO GAIN CONTINUING EDUCATION CREDITS. AHIMA HAS SOLD OVER 9,800 WEB-BASED TRAINING PRODUCTS AND ENROLLED 2,500 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 14 PROFESSIONAL VOLUNTARY CERTIFICATION EXAMS TO MORE THAN 14,600 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 ASSOCIATIONS, AND CONTRIBUTES TO AND INFLUENCES STANDARDS FOR PUBLIC POLICY WITH LEGLISLATIVE/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 141 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 8,400 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 44,387 MEMBERS IN A PAPER-BASED FORMAT AND AN ESTIMATED ADDITIONAL 60,000 MEMBERS ELECTRONICALLY. THE JOURNAL IS ALSO DELIVERED TO 406 NON-MEMBERS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 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 1 192 0 1 197 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 DENISE FROEMMING 3122331111 233 N MICHIGAN AVE 21ST FLOOR CHICAGO IL 60601 ANGELA KENNEDY PRESIDENT / CHAIR 8.00 0.00 X X 30000 0 0 CASSI BIRNBAUM MS RHIA CPHQ FAHIM PRESIDENT / CHAIR-ELECT 8.00 0.00 X X 20000 0 0 MELISSA M MARTIN RHIA CCS TREASURER 5.00 0.00 X X 0 0 0 DANA C MCWAY JD RHIA SECRETARY 5.00 0.00 X X 0 0 0 JENNIFER MCMANIS RHIT SPEAKER OF THE HOUSE 5.00 0.00 X 0 0 0 CINDY ZAK MS RHIA PMP FAHIMA DIRECTOR 5.00 0.00 X 0 0 0 SUSAN CAREY RHIT PMP DIRECTOR 5.00 0.00 X 0 0 0 ANN CHENOWETH MBA RHIA DIRECTOR 5.00 0.00 X 0 0 0 ZINETHIA CLEMONS MBA MHA RHIA PMP DIRECTOR 5.00 0.00 X 0 0 0 VIRGINIA EVANS MBA RHIA FAHIMA DIRECTOR 5.00 0.00 X 0 0 0 COLLEEN GOETHALS MS RHIA FAHIMA DIRECTOR 5.00 0.00 X 0 0 0 DWAYNE M LEWIS RHIT CCS DIRECTOR 5.00 0.00 X 0 0 0 LYNNE THOMAS GORDON MBARHIAFACHEC CEO 40.00 5.00 X 452598 0 34699 DEBORAH K GREEN RHIA MBA EVP / OPERATIONS AND COO 40.00 0.00 X 282094 0 36301 DENISE FROEMMING CPA MBA CAE EVP /ADMINISTRATION AND CFO 40.00 2.00 X 262997 0 32626 NICHOLAS CHIBUCOS VP, FINANCE 40.00 0.00 X 184529 0 31483 JASON MALLEY VP, BUSINESS AND INNOVATION 40.00 0.00 X 183477 0 16604 LORRAINE SMALLEY VP, MCVE 40.00 0.00 X 194267 0 21341 DAVID LINTON VP, INFORMATION TECH 40.00 0.00 X 188934 0 26071 MERYL F BLOOMROSEN VP, HIM PRACTICE EXCELLENCE 40.00 0.00 X 197233 0 67732 JACQUELINE NELSON VP, MARKETING, CREATIVE, AND SALES 40.00 0.00 X 181770 0 14247 BRIGID FLOOD NATIONAL ACCOUNTS DIRECTOR 40.00 0.00 X 177237 0 15186 LYDIA WASHINGTON SENIOR DIRECTOR, HIM PRACTICE EXCELLENCE 40.00 0.00 X 157605 0 29442 BILL RUDMAN VP, EDUCATION AND VISIONING 10.00 30.00 X 191476 0 31383 2704217 0 357115 52 0 1 0 HUDSON GLOBAL RESOURCES 1325 AVENUE OF THE AMERICAS 12TH FL NEW YORK NY 10019 STAFFING/RECRUITING 895914 IMPLEMENTHIT P O BOX 29502 32025 LAS VEGAS NV 89126 TRAINING 492175 APTIFY 7900 WESTPARK DRIVE TYSONS CORNER VA 22102 STAFFING/IT 448561 OVATION 3810 BEDFORD AVE SUITE 200 NASHVILLE TN 37215 EVENT SERVICES 384883 ROBERT HALF TECHNOLOGY 12400 COLLECTIONS CENTER CHICAGO IL 60693 STAFFING/RECRUITING 302097 11 12016 12016 MEMBERSHIP DUES 900099 7390967 7390967 MEETINGS 900099 6612311 6612311 CONTINUING EDUCATION 611710 5646660 5646660 EXAMINATIONS 900099 5465887 5465887 ASSESSMENTS/CREDENTIAL MAINTENANC 900099 2556412 2556412 2107009 692408 1414601 29779246 959098 959098 24506 24506 32319988 28999133 3320855 3320855 3320855 8626698 2558334 6068364 6068364 40164085 34433009 1414601 4304459 X 1524755 1998022 9846730 419470 1728951 931253 423320 82732 127970 4154529 2447151 1951143 1361832 978933 2829092 959539 154511 FEDERAL AND STATE UBIT 122757 SERVICE FEES 2932387 BANK FEES 591845 STAFF RECRUITING 148097 -571480 35143539 6801084 2683043 2787849 3860277 3074623 2628623 1013740 869083 752906 1214731 14449387 9678667 4180751 4770720 40322271 45999088 58933224 62025565 5857937 4163663 6037167 5862848 2201774 2484433 14096878 12510944 X 44814809 49499237 21537 15384 44836346 49514621 58933224 62025565 5020546 -342271 0 X 0 1 X 1 0 0 0 1 9947379 195534 75553 271087 149211 121876 2234041 721789 1512252 10910838 8956878 1953960 1304508 1304508 4770720 DEFERRED RENT 2354561 DUE TO AFFILIATE 129872 2484433 X 41817291 -342271 2558334 2216063 39601228 127970 434887 562857 40164085 37139016 2558334 2558334 34580682 127970 434887 562857 35143539 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES IS INCLUDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS, AS THE ASSOCIATION HAD NO SIGNIFICANT TAXABLE UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,558,334. PART XI, LINE 4B - OTHER ADJUSTMENTS: RELATED ORGANIZATION ADMINISTRATIVE REIMBURSEMENTS 434,887. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,558,334. PART XII, LINE 4B - OTHER ADJUSTMENTS: RELATED ORGANIZATION ADMINISTRATIVE REIMBURSEMENTS 434,887. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES TRAVEL 4940 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES TRAVEL 12092 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES TRAVEL 697 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL 2683 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL 8387 SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL 1076 AUSTRALIA 0 0 PROGRAM SERVICES TRAVEL 1701 0 0 0 0 0 0 31576 0 31576 0 0 0 0 0 0 1 AHIMA FOUNDATION 233 N MICHIGAN AVENUE 21ST FLOOR CHICAGO IL 60601 510245159 501(C)(3) 1274755 GENERAL SUPPORT COMMISSION ON ACCREDITATION FOR HEALTH INFORMATICS & INFO MGMT 233 N MICHIGAN AVENUE 21ST FLOOR CHICAGO IL 60601 274536530 501(C)(3) 250000 GENERAL SUPPORT 2 0 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 X X X 1 0 0 LYNNE THOMAS GORDON MBARHIAFACHEC CEO 393681 0 58917 0 0 0 12505 0 22194 0 487297 0 0 0 DEBORAH K GREEN RHIA MBA EVP / OPERATIONS AND COO 246740 0 35354 0 0 0 14105 0 22196 0 318395 0 0 0 DENISE FROEMMING CPA MBA CAE EVP /ADMINISTRATION AND CFO 231855 0 31142 0 0 0 10384 0 22242 0 295623 0 0 0 NICHOLAS CHIBUCOS VP, FINANCE 165846 0 18683 0 0 0 9241 0 22242 0 216012 0 0 0 JASON MALLEY VP, BUSINESS AND INNOVATION 165846 0 17631 0 0 0 8292 0 8312 0 200081 0 0 0 LORRAINE SMALLEY VP, MCVE 174324 0 19943 0 0 0 5888 0 15453 0 215608 0 0 0 DAVID LINTON VP, INFORMATION TECH 171029 0 17905 0 0 0 7430 0 18641 0 215005 0 0 0 MERYL F BLOOMROSEN VP, HIM PRACTICE EXCELLENCE 112859 0 11297 0 73077 0 64105 0 3627 0 264965 0 0 0 JACQUELINE NELSON VP, MARKETING, CREATIVE, AND SALES 165846 0 15924 0 0 0 0 0 14247 0 196017 0 0 0 BRIGID FLOOD NATIONAL ACCOUNTS DIRECTOR 114019 0 63218 0 0 0 7932 0 7254 0 192423 0 0 0 LYDIA WASHINGTON SENIOR DIRECTOR, HIM PRACTICE EXCELL 145838 0 11767 0 0 0 7880 0 21562 0 187047 0 0 0 BILL RUDMAN VP, EDUCATION AND VISIONING 170791 0 20685 0 0 0 6832 0 24551 0 222859 0 0 0 PART I, LINE 4A MERYL F. BLOOMROSEN RECEIVED SEVERANCE PAYMENTS OF $73,077 DURING 2014. AN ADDITIONAL $58,462 OF SEVERANCE WILL BE PAID IN 2015 AND IS CURRENTLY REPORTED IN PART II, COLUMN C AS DEFERRED COMPENSATION. 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 11 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. FORM 990, PART IX, LINE 11G CONSULTANTS 2,275,800. HONORARIUM 418,309. TEMP HELP 1,410,420. STIPENDS 50,000. 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 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0