2019-11-08T15:56:35-06:00 2018-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2018-01-01 362181841 AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION AMER 3122331100 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 AMY MOSSER COO 3122331100 2019-11-06 1 LU ANN TRAPP P01506476 3122071040 2019-11-06 199.33.77.183 2019-11-06 13:25:30 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 88BB8417C17E4C1C3BDD6C18F80F35263914D73F 2018 2020-01-14 16:20:31Z AMY MOSSER 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 53874188 0 X WWW.AHIMA.ORG X 1928 IL AHIMA'S PRIMARY GOAL IS TO PROVIDE THE KNOWLEDGE, RESOURCES AND TOOLS TO ADVANCE HEALTH INFORMATION PROFESSIONAL PRACTICE AND STANDARDS FOR THE DELIVERY OF QUALITY HEALTHCARE. 13 11 149 2400 893482 344876 4500 4134 24909407 26018505 2054985 2477908 5439510 4408584 32408402 32909131 175000 471932 0 0 14917162 13808830 0 0 0 18771564 20348796 33863726 34629558 -1455324 -1720427 69038816 62764629 15831115 16313963 53207701 46450666 X FOR NEARLY A CENTURY, AHIMA HAS HELPED EMPOWER PEOPLE TO IMPACT HEALTH BY TAKING A LEADERSHIP ROLE IN THE EFFECTIVE MANAGEMENT OF HEALTH DATA AND INFORMATION AND DELIVERING QUALITY HEALTHCARE TO THE PUBLIC.FOUNDED IN 1928, AHIMA IS THE PREMIER ASSOCIATION OF HEALTH INFORMATION MANAGEMENT (HIM) PROFESSIONALS WORLDWIDE. SERVING 52 AFFILIATED COMPONENT STATE ASSOCIATIONS AND MORE THAN 103,000 HEALTH INFORMATION PROFESSIONALS, AHIMA IS THE LEADING AUTHORITY FOR HIM KNOWLEDGE AND WIDELY RESPECTED FOR ITS ESTEEMED CREDENTIALS AND RIGOROUS PROFESSIONAL EDUCATION AND TRAINING. SEE OUR WEBSITE AT WWW.AHIMA.ORG.AHIMA'S MISSION: EMPOWERING PEOPLE TO IMPACT HEALTH.AHIMA'S VISION: A WORLD WHERE TRUSTED INFORMATION TRANSFORMS HEALTH AND HEALTHCARE BY CONNECTING PEOPLE, SYSTEMS, AND IDEAS. 0 0 PROFESSIONAL DEVELOPMENT - MEMBERS STAY ONE STEP AHEAD THROUGH AHIMA'S CUTTING-EDGE PROGRAMS AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES, INCLUDING COMPREHENSIVE CONTINUING EDUCATION. AHIMA KEEPS HIM PROFESSIONALS ABREAST OF THE INDUSTRY THROUGH RESOURCES TO IMPROVE THEIR KNOWLEDGE, SKILLS, AND ABILITIES IN A CHANGING HEALTHCARE ECOSYSTEM. IN 2018 AHIMA PRODUCED NUMEROUS PRODUCTS AND EDUCATIONAL TOOLS, INCLUDING TOOLKITS, BOOKS, CODE-CHECK, SUMMITS, AND ONLINE LEARNING TO BRING THE BEST IN HIM KNOWLEDGE FORWARD. FOR EXAMPLE, IN 2018 AHIMA HOSTED ITS 90TH ANNUAL CONFERENCE, INCLUDING A PRIVACY AND SECURITY INSTITUTE, A STUDENT ACADEMY, AND A WIDE VARIETY OF EDUCATIONAL PROGRAMS AND SESSIONS. CERTIFICATIONS SERVICES - AHIMA, THROUGH ITS AFFILIATE CERTIFICATION ENTITY, THE COMMISSION ON CERTIFICATION FOR HEALTH INFORMATICS AND INFORMATION MANAGEMENT (CCHIIM), DEVELOPS, MAINTAINS, AND ADMINISTERS A NUMBER OF PROFESSIONAL VOLUNTARY CERTIFICATION EXAMS. 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 ACTIVELY ADVOCATES FOR THE HIM PROFESSION, SERVES AS A THOUGHT LEADER IN THE WORLD OF HIM, AND IS ONE OF THE FOUR COOPERATING PARTIES RESPONSIBLE FOR THE ICD-10 CODING GUIDELINES.AHIMA'S ADVOCACY AND POLICY TEAM REPRESENTED THE HIM POINT OF VIEW IN NUMEROUS COMMENTS ON REGULATION AND LEGISLATION, AS WELL AS TEACHING MEMBERS TO ADVOCATE DURING THE 2018 ADVOCACY SUMMIT AND HILL DAY EVENT. AHIMA ALSO WORKED WITH INDUSTRY COLLABORATORS TO DIRECT POLICYMAKERS' WORK ON ISSUES SUCH AS PATIENT MATCHING AND PATIENT ACCESS TO INFORMATION. IN 2018, AHIMA INTRODUCED AN ELECTRONIC TOOL CALLED THE HEALTH RECORD REQUEST WIZARD FOR PATIENTS TO USE IN REQUESTING THEIR RECORDS. THE TOOL, DEVELOPED BY AHIMA'S MEMBERS IN CONJUNCTION WITH PATIENT ADVOCATES, DEBUTED AT FORMER VICE PRESIDENT JOE BIDEN'S CANCER SUMMIT.IN 2018 AHIMA STAFF MEMBERS EXPLAINED AND ILLUSTRATED HIM PERSPECTIVES IN HIGH-PROFILE MEDIA INTERVIEWS IN MODERN HEALTHCARE, KAISER HEALTH NEWS, AND OTHER OUTLETS. AHIMA'S VISION IS TO EMPOWER PEOPLE TO IMPACT HEALTH WORLDWIDE, AND ITS GOAL IS THAT HIM PROFESSIONALS ARE RECOGNIZED AROUND THE WORLD AS A KEY MEMBER OF THE HEALTHCARE TEAM. IN 2018 AHIMA HOSTED A HEALTHCARE INFORMATION SUMMIT IN ABU DHABI. COMMUNICATION SERVICES / MEMBER SERVICES - AHIMA OFFERS MANY RESOURCES TO ITS MEMBERS, INCLUDING ITS FLAGSHIP JOURNAL OF AHIMA, ITS WEBSITE WWW.AHIMA.ORG, ITS ONLINE MEMBER COMMUNITIES, AND ITS ONLINE BODY OF KNOWLEDGE. THE ASSOCIATION ALSO OFFERS AN ONLINE-ONLY PEER-REVIEWED RESEARCH JOURNAL AND A NUMBER OF ELECTRONIC NEWSLETTERS. IN 2018 AHIMA PERIODICALS RECEIVED A NUMBER OF AWARDS FOR EDITORIAL EXCELLENCE AND ITS CREATIVE DEPARTMENT WAS HONORED FOR ENGAGING AND ATTRACTIVE GRAPHIC DESIGNS. AHIMA PROVIDES LEADERSHIP AND VOLUNTEER OPPORTUNITIES TO ITS MEMBERS THROUGH A VARIETY OF COMMITTEES, PRACTICE COUNCILS, AND WORK GROUPS. MORE THAN 2,400 PEOPLE VOLUNTEERED FOR THE ASSOCIATION IN 2018. AHIMA RECOGNIZES INNOVATION IN THE HIM PROFESSION THROUGH ITS ANNUAL GRACE AWARD PROGRAM AND HONORS THE BEST IN HIM PRACTICE THROUGH ITS SELECTION OF TRIUMPH AWARD WINNERS. 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 1 199 0 1 149 1 1 1 0 0 0 1 1 0 0 0 X 13 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X BREIAN MEAKENS 3122331100 233 N MICHIGAN AVE 21ST FLOOR CHICAGO IL 60601 DIANN H SMITH PRESIDENT/CHAIR 8.00 4.00 X X 30000 0 0 VALERIE J WATZLAF PRESIDENT/CHAIR-ELECT 8.00 4.00 X X 20000 0 0 ANN F CHENOWETH PAST PRESIDENT/CHAIR 5.00 4.00 X 0 0 0 TIM J KEOUGH SECRETARY 5.00 2.00 X X 0 0 0 JILL S CLARK TREASURER 5.00 2.00 X X 0 0 0 CATHERINE E PORTO SPEAKER OF THE HOUSE 5.00 0.00 X 0 0 0 DANIKA E BRINDA DIRECTOR 5.00 2.00 X 0 0 0 ELLEN S KARL DIRECTOR 5.00 2.00 X 0 0 0 SETH J KATZ DIRECTOR 5.00 2.00 X 0 0 0 KAREN S SCOTT DIRECTOR 5.00 2.00 X 0 0 0 KIM D THEODOS DIRECTOR 5.00 2.00 X 0 0 0 DWAN A THOMAS-FLOWERS DIRECTOR 5.00 2.00 X 0 0 0 MELINDA A WILKINS DIRECTOR 5.00 2.00 X 0 0 0 WYLECIA WIGGS HARRIS CEO 40.00 5.00 X 361502 0 26855 OTIS USHER CFO 40.00 5.00 X 212167 0 25411 LESLIE STOKES CHIEF PRODUCT, MKTG & SALES OFFICER 40.00 0.00 X 113199 0 3395 DARREN JOSLIN CHIEF INFORMATION AND SERVICE OFFICER 40.00 0.00 X 136059 0 18721 AMY MOSSER CHIEF OPERATING OFFICER 40.00 0.00 X 26638 0 3439 LOU ANN WIEDEMANN VP HIM PRACTICE EXLNCE(THRU 08/18) 40.00 0.00 X 238516 0 16359 LORRAINE P SMALLEY VP, MCVE (THRU 4/18) 40.00 0.00 X 194936 0 5973 MELANIE A ENDICOTT INTERIM VP, HIM PRACTICE EXCELLENCE 40.00 0.00 X 176555 0 24019 DESLA MANCILLA VP, ACADEMIC AFFAIRS/CERTIFICATION SVCS 40.00 0.00 X 168826 0 23320 PAMELA LANE VP, PUBLIC POLICY AND GOVT RELATIONS 40.00 0.00 X 252424 0 13220 ALEXANDRE BOUCHE MANAGING DIRECTOR 40.00 0.00 X 182965 0 27190 JACQUELINE NELSON VP, MARKETING, CREATIVE, AND SALES 40.00 0.00 X 182556 0 24423 THOMAS MURRAY SR. DIRECTOR, MARKETING 40.00 0.00 X 157042 0 20021 DAWN C DENNIE SR. DIRECTOR, HR (THRU 8/18) 40.00 0.00 X 163657 0 10511 DEBORAH GREEN EVP & COO (THRU 11/2017) 40.00 0.00 X 159559 0 0 2776601 0 242857 38 1 1 0 PORCARO STOLAREK METE PARTNERS LLC 223 W JACKSON BLVD CHICAGO IL 60606 TECHNOLOGY SERVICES 610826 CUSTOMER DIRECT LLC 500 NORTHWEST PLAZA ST ANN MO 63074 CUSTOMER SERVICE 602160 ROBERT HALF 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 TEMPORARY STAFF 311771 THRUUE INC 235 MAIN STREET MADISON NJ 07940 CONSULTING 297575 PUBLIC COMMUNICATIONS INC ONE EAST WACKER DRIVE CHICAGO IL 60601 PUBLIC RELATIONS 290487 23 4134 4134 MEMBERSHIP DUES 900099 6626123 6626123 MEETINGS 900099 4992845 4992845 ASSESSMENTS/CREDENTIAL MAINTENANC 900099 4893511 4893511 EXAMINATIONS 900099 3752652 3752652 CONTINUING EDUCATION 611710 3078223 3078223 2675151 1781669 893482 26018505 1365169 1365169 7980 7980 19486477 18373738 1112739 1112739 1112739 6991923 2591319 4400604 4400604 32909131 29525627 893482 2485888 471932 2005487 9046915 404488 1508940 843000 320354 65475 141224 3256982 2894720 456477 2496499 1143866 637274 2390773 60714 1679585 200991 SERVICE FEES 2220056 PRINTING/REPRODUCTION 996796 BANK FEES 623909 BAD DEBTS 545318 217783 34629558 1094161 1580410 1289171 1196753 3379724 3515627 931380 1017142 1331559 557313 15935978 8665918 7683011 7270060 53329810 47627324 69038816 62764629 5261766 5304449 7336154 7685707 1500000 1500000 1733195 1823807 15831115 16313963 X 53207701 46450666 53207701 46450666 69038816 62764629 -1720427 -5036608 0 X 0 1 X 1 0 0 0 1 8924071 292460 449300 741760 446204 295556 2530542 1098388 1432154 12999896 7567530 5432366 405540 405540 7270060 DEFERRED RENT 1524406 CAPITAL LEASE LIABILITY 299401 1823807 33605353 3174130 3174130 30431223 141224 2336684 2477908 32909131 37662464 3471062 3471062 34191402 141224 296932 438156 34629558 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,591,319. RELATED ORG ADMINISTRATIVE REIMBURSEMENTS 879,743. RELATED PARTY DONATION -296,932. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST AND DIVIDENDS 1,223,945. REALIZED GAINS/LOSSES ON INVESTMENTS 1,112,739. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,591,319. RELATED ORG ADMINISTRATIVE REIMBURSEMENTS 879,743. PART XII, LINE 4B - OTHER ADJUSTMENTS: RELATED PARTY DONATION 296,932. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES MEETINGS & TRAVEL 18544 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES TRAVEL 2100 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES MEETINGS & TRAVEL 72641 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES TRAVEL 1015 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES TRAVEL 1170 0 0 0 0 0 0 95470 0 95470 0 0 0 0 0 0 1 AHIMA FOUNDATION 233 N MICHIGAN AVE 21ST FL CHICAGO IL 60601 510245159 501(C)(3) 296932 GENERAL SUPPORT COMMISSION ON ACCREDITATION FOR HEALTH INFORMATICS & INFORMATION MANAGEMENT 233 N MICHIGAN AVE 21ST FL CHICAGO IL 60601 274536530 501(C)(3) 175000 GENERAL SUPPORT 2 PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS TO AFFILIATED ORGANIZATIONS WITH SIMILAR MISSIONS FOR THE GENERAL SUPPORT OF THESE ORGANIZATIONS. THE ORGANIZATION DOES NOT REQUIRE THE RECIPIENT ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. X X X 1 0 0 WYLECIA WIGGS HARRIS CEO 361502 0 0 0 0 0 13341 0 13514 0 388357 0 0 0 OTIS USHER CFO 212167 0 0 0 0 0 10669 0 14742 0 237578 0 0 0 DARREN JOSLIN CHIEF INFORMATION AND SERVICE OFFICE 136059 0 0 0 0 0 6125 0 12596 0 154780 0 0 0 LOU ANN WIEDEMANN VP HIM PRACTICE EXLNCE(THRU 08/18) 150863 0 0 0 87653 0 7635 0 8724 0 254875 0 0 0 LORRAINE P SMALLEY VP, MCVE (THRU 4/18) 69560 0 0 0 125376 0 3453 0 2520 0 200909 0 0 0 MELANIE A ENDICOTT INTERIM VP, HIM PRACTICE EXCELLENCE 176555 0 0 0 0 0 9063 0 14956 0 200574 0 0 0 DESLA MANCILLA VP, ACADEMIC AFFAIRS/CERTIFICATION S 168826 0 0 0 0 0 8578 0 14742 0 192146 0 0 0 PAMELA LANE VP, PUBLIC POLICY AND GOVT RELATIONS 202424 0 50000 0 0 0 12563 0 657 0 265644 0 0 0 ALEXANDRE BOUCHE MANAGING DIRECTOR 182965 0 0 0 0 0 5576 0 21614 0 210155 0 0 0 JACQUELINE NELSON VP, MARKETING, CREATIVE, AND SALES 182556 0 0 0 0 0 9467 0 14956 0 206979 0 0 0 THOMAS MURRAY SR. DIRECTOR, MARKETING 157042 0 0 0 0 0 5279 0 14742 0 177063 0 0 0 DAWN C DENNIE SR. DIRECTOR, HR (THRU 8/18) 112098 0 0 0 51559 0 5657 0 4854 0 174168 0 0 0 DEBORAH GREEN EVP & COO (THRU 11/2017) 0 0 0 0 159559 0 0 0 0 0 159559 0 0 0 PART I, LINE 4A THE FORMER EVP AND COO; VICE PRESIDENT, HIM PRACTICE EXCELLENCE; VICE PRESIDENT, MEMBER/CUSTOMER/VOLUNTEER ENGAGEMENT (MCVE); AND SENIOR DIRECTOR, HUMAN RESOURCES RECEIVED SEVERANCE PAYMENTS IN 2018 AS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). FORM 990, PART VI, SECTION A, LINE 6 AHIMA MEMBERSHIP ENTITLES INDIVIDUALS TO PARTICIPATE IN AHIMA'S PROGRAMS AND SERVICES. AHIMA HAS FIVE TYPES OF MEMBERS: ACTIVE, STUDENT, HONORARY, EMERITUS, AND GLOBAL. AHIMA MEMBERS SUPPORT THE MISSION AND PURPOSES OF AHIMA AND ABIDE BY THE AHIMA CODE OF ETHICS. ACTIVE, EMERITUS AND GLOBAL MEMBERS HAVE VOTING RIGHTS. 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 DESIGNATED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE, EMERITUS AND GLOBAL AHIMA MEMBERS HAVE THE RIGHT TO VOTE ON MATTERS BEFORE THE MEMBERS, INCLUDING ELECTING THE BOARD OF DIRECTORS, CERTAIN OFFICERS OF AHIMA AND SPECIAL COMMITTEE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE HOUSE OF DELEGATES ADVISES THE BOARD OF DIRECTORS ON MATTERS OF IMPORTANCE TO AHIMA MEMBERSHIP AND TO THE HEALTH INFORMATION MANGEMENT COMMUNITY AT LARGE. CORE ROLES OF THE HOUSE OF DELEGATES INCLUDE ADOPTING AND MAINTAINING A CODE OF ETHICS AND ELECTING MEMBER OF THE AHIMA NOMINATING COMMITTEE. THE HOUSE OF DELEGATES HAS THE AUTHORITY TO ESTABLISH COMMITTEES AND SIMILAR BODIES TO ADDRESS MEMBERSHIP AND PROFESSIONAL ISSUES AS WELL AS RULES AND POLICIES OF HOUSE OF DELEGATES OPERATION. ANY ELECTED OR APPOINTED OFFICER OF AHIMA MAY BE REMOVED FOR CAUSE BY THE BOARD OF DIRECTORS, PROVIDING SUCH ACTION IS TAKEN BY A MAJORITY MEMBERSHIP VOTE. 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 AHIMA BOARD LEADERSHIP REVIEWS CEO COMPENSATION ANNUALLY. THE REVIEW IS DOCUMENTED AND INCLUDES BENCHMARKING AGAINST OTHER COMPARABLE POSITIONS. EXECUTIVE 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 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0