2014-11-14T15:16:00-06:00 2013-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2013-01-01 362181841 AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION AMER 3122331100 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 DENISE FROEMMING MBA CPA EVP/CFO 3122331100 2014-11-13 1 LU ANN TRAPP P01506476 3122071040 2014-11-13 2013 2015-11-30 17:44:51Z DENISE FROEMMING MBA CP 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 78923828 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 70,430 MEMBERS INCLUDE HEALTH INFORMATION MANAGEMENT (HIM) PROFESSIONALS AND MYRIAD OF OTHERS. SEE OUR WEB SITE AT WWW.AHIMA.ORG. 12 10 148 1259 1447688 280999 0 0 30741373 34108175 1937549 3375034 6267064 8180697 38945986 45663906 769714 1176455 0 0 15079609 16364882 0 0 0 19034327 19318174 34883650 36859511 4062336 8804395 44664225 58933224 11586349 14096878 33077876 44836346 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 3,500 ATTENDEES, SOLD 155,936 BOOKS / PRODUCTS; AND DELIVERED 55 CONTINUING EDUCATION SEMINARS WITH 16,453 REGISTRANTS BY AUDIO AND WEBCAST. ABOUT 47,000 PROFESSIONALS PARTICIPATED IN QUIZZES TO GAIN CONTINUING EDUCATION CREDITS. AHIMA HAS SOLD OVER 13,900 WEB-BASED TRAINING PRODUCTS AND ENROLLED 1,500 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 17,197 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 WEB SITE, WWW.AHIMA.ORG. THE WEB SITE IS THE HOME OF THE ASSOCIATION'S 200 COMMUNITIES OF PRACTICE - OFFERING MEMBERS A 24/7 OPPORTUNITY TO VIRTUALLY DISCUSS PRACTICAL AND FUNCTIONAL ISSUES AFFECTING THEIR DAILY WORK; THE SEARCHABLE AHIMA BODY OF KNOWLEDGE - REPOSITORY OF 7,570 UNIQUE RESOURCES DEDICATED TO THE TOPIC OF HEALTHCARE INFORMATION. THE WEB SITE 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 41,345 MEMBERS IN A PAPER-BASED FORMAT AND AN ADDITIONAL 29,655 MEMBERS ELECTRONICALLY. THE JOURNAL IS DELIVERED TO 415 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 1 195 0 1 148 1 1 1 0 0 0 1 1 0 X 12 10 0 0 1 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 - (JULY-DEC) 8.00 0.00 X X 25000 0 0 KATHLEEN FRAWLEY PRESIDENT / CHAIR - (JAN-JULY) 8.00 0.00 X X 15000 0 0 PATTY THIERRY SHERIDAN PAST PRESIDENT/CHAIR 5.00 0.00 X X 0 0 0 JILL BURRINGTON-BROWN SECRETARY 5.00 0.00 X X 0 0 0 ANN FRISCHKORN CHENOWETH TREASURER 5.00 0.00 X X 0 0 0 KIMBERLY BALDWIN-STRIED REICH SPEAKER OF THE HOUSE 5.00 0.00 X 0 0 0 KATHY GIANNANGELO DIRECTOR - 2ND YR 5.00 0.00 X 0 0 0 JEANNE SOLBERG DIRECTOR - 2ND YR 5.00 0.00 X 0 0 0 DWAYNE M LEWIS DIRECTOR - 2ND YR 5.00 0.00 X 0 0 0 MELISSA M MARTIN DIRECTOR - 2ND YR 5.00 0.00 X 0 0 0 SUSAN W CAREY DIRECTOR - 1ST YR 5.00 0.00 X 0 0 0 DANA C MCWAY DIRECTOR - 1ST YR 5.00 0.00 X 0 0 0 CINDY ZAK DIRECTOR - 1ST YR 5.00 0.00 X 0 0 0 LYNNE THOMAS GORDON CEO 40.00 5.00 X 414231 0 35737 DEBORAH K GREEN EVP / OPERATIONS AND COO 40.00 0.00 X 240676 0 34744 DENISE FROEMMING EVP / CFO 40.00 2.00 X 214280 0 33892 DANIEL F RODE VP, ADVOCACY AND POLICY 40.00 0.00 X 192280 0 14992 LORRAINE SMALLEY VP, MCVE 40.00 0.00 X 170859 0 22618 BILL RUDMAN EXEC DIRECTOR, FOUNDATION 40.00 0.00 X 170620 0 35095 NICHOLAS CHIBUCOS VP, FINANCIAL SERVICES 40.00 0.00 X 155894 0 30973 BRIGID FLOOD NATIONAL ACCOUNTS DIRECTOR, CLIENT PROGRAMS 40.00 0.00 X 153447 0 15624 GRAHAM HAWKS GLOBAL BUSINESS DIRECTOR, ACADEMIC AND GOV'T 40.00 0.00 X 152047 0 30719 JANET POWERS VP, COMMUNICATIONS 40.00 0.00 X 151827 0 8309 2056161 0 262703 41 0 1 0 WALSWORTH PUBLISHING COMPANY PO BOX 310287 DES MOINES IA 503310287 PRINTING SERVICES 1821486 NCS PEARSON INC 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 TESTING SERVICES 1477619 APTIFY CORPORATION 7900 WESTPARK DRIVE STE A525 TYSONS CORNER VA 22102 COMPUTER SERVICES 505000 ROBERT HALF TECHNOLOGY 12400 COLLECTIONS CENTER CHICAGO IL 60693 TEMPORARY HELP SERVICES 428078 PUBLIC COMMUNICATIONS INC ONE EAST WACKER DR STE 2450 CHICAGO IL 60601 PUBLIC RELATIONS 348029 29 MEETINGS 900099 11011299 11011299 MEMBERSHIP DUES 900099 7374393 7374393 CONTINUING EDUCATION 611710 5693365 5693365 EXAMINATIONS 900099 5619925 5619925 ASSESSMENTS/CREDENTIAL MAINTENANC 900099 2066132 2066132 2343061 895373 1447688 34108175 871966 871966 69563 69563 33512299 31009231 2503068 2503068 2503068 10361825 2250691 8111134 8111134 45663906 40771621 1447688 3444597 1176455 1399309 10836958 449120 2703466 976029 306914 76825 152467 2777775 2272930 2343864 1231974 952304 2640641 930259 140157 SERVICE FEES 3050355 BAD DEBT EXPENSE 1000901 BANK FEES 593612 FEDERAL AND STATE UBIT 121977 725219 36859511 4274988 6801084 317993 2787849 3654222 3074623 666172 1013740 405882 752906 12899880 8719129 2728522 4180751 32616446 40322271 44664225 58933224 4784191 5857937 6079847 6037167 722311 2201774 11586349 14096878 X 33049288 44814809 28588 21537 33077876 44836346 44664225 58933224 8804395 2954075 0 X 0 1 X 1 0 0 0 1 9138959 148142 18801 166943 91390 75553 1950621 541527 1409094 10292564 8177602 2114962 656695 656695 4180751 DEFERRED RENT 1752833 DUE TO AFFILIATE 448941 2201774 X 50716205 2954075 2250691 5204766 45511439 152467 152467 45663906 38957735 2250691 2250691 36707044 152467 152467 36859511 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, 2013, 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 2010. 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 2,250,691. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,250,691. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL 4283 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL 1923 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL 3495 0 0 0 0 0 0 9701 0 9701 0 0 0 0 0 0 1 AHIMA FOUNDATION 233 N MICHIGAN AVENUE 21ST FLOOR CHICAGO IL 60601 510245159 501(C)(3) 926455 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 CEO 384231 0 30000 0 0 0 12620 0 23117 0 449968 0 0 0 DEBORAH K GREEN EVP / OPERATIONS AND COO 235000 0 5676 0 0 0 11625 0 23119 0 275420 0 0 0 DENISE FROEMMING EVP / CFO 207000 0 7280 0 0 0 10714 0 23178 0 248172 0 0 0 DANIEL F RODE VP, ADVOCACY AND POLICY 130666 0 5645 0 55969 0 6816 0 8176 0 207272 0 0 0 LORRAINE SMALLEY VP, MCVE 165700 0 5159 0 0 0 5994 0 16624 0 193477 0 0 0 BILL RUDMAN EXEC DIRECTOR, FOUNDATION 165500 0 5120 0 0 0 11917 0 23178 0 205715 0 0 0 NICHOLAS CHIBUCOS VP, FINANCIAL SERVICES 152308 0 3586 0 0 0 7795 0 23178 0 186867 0 0 0 BRIGID FLOOD NATIONAL ACCOUNTS DIRECTOR, CLIENT P 106458 0 46989 0 0 0 7672 0 7952 0 169071 0 0 0 GRAHAM HAWKS GLOBAL BUSINESS DIRECTOR, ACADEMIC A 106458 0 45589 0 0 0 7602 0 23117 0 182766 0 0 0 JANET POWERS VP, COMMUNICATIONS 105232 0 3672 0 42923 0 3671 0 4638 0 160136 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN 2013: DANIEL RODE - $55,969 JANET POWERS - $42,923 FORM 990, PART VI, SECTION A, LINE 4 AHIMA ADOPTED THE FOLLOWING BYLAW CHANGES IN 2013: CERTAIN ELEMENTS OF SECTION 4.3.2, STUDENT, HAVE BEEN CHANGED TO READ "A STUDENT CURRENTLY ENROLLED IN A FORMAL CERTIFICATE OR DEGREE GRANTING PROGRAM DIRECTLY RELEVANT TO AHIMA'S PURPOSES, WHO MEETS THE QUALIFICATIONS SET FORTH IN THESE BYLAWS IS ELIGIBLE FOR STUDENT MEMBERSHIP." CERTAIN ELEMENTS OF SECTION 7.6, SPEAKER-ELECT OF THE HOUSE OF DELEGATES, HAVE BEEN CHANGED TO READ "THE SPEAKER-ELECT MUST BE AN ACTIVE MEMBER OF AHIMA, AN AHIMA-APPROVED CERTIFICANT, AND A CURRENT OR PREVIOUS MEMBER OF THE HOUSE OF DELEGATES." CERTAIN ELEMENTS OF SECTION 18.1, ADOPTION OF AMENDMENTS, HAVE BEEN CHANGED TO READ "A PROPOSAL TO THE HOUSE OF DELEGATES TO AMEND THE BYLAWS MAY BE INITIATED BY THE BOARD OF DIRECTORS, A COMPONENT STATE ASSOCIATION, AND/OR ANY ACTIVE MEMBER AT ANY TIME THAT IS AT LEAST THIRTY (30) DAYS PRIOR TO THE HOUSE OF DELEGATES MEETING AT WHICH A VOTE ON THE PROPOSAL IS TO BE TAKEN." 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 THRID 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 0 0 1 1 1 1 0 1 1 0