2012-11-14T13:40:21-06:00 2011-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2011-01-01 362181841 AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION AMER 3122331100 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 DENISE FROEMMING MBA CPA 3122331100 2012-11-12 1 LU ANN TRAPP P01506476 3122071040 2012-11-12 2011 2016-02-24 21:20:13Z DENISE FROEMMING MBA CP 233 N MICHIGAN AVENUE 21ST FL CHICAGO IL 60601 62393132 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 61,000 MEMBERS INCLUDE HEALTH INFORMATION MANAGEMENT (HIM) PROFESSIONALS AND MYRIAD OF OTHERS. SEE OUR WEB SITE AT WWW.AHIMA.ORG. 12 10 194 1800 969321 193017 0 0 24910655 29430734 -219726 2145873 6721974 7207033 31412903 38783640 1121489 414612 0 0 14466080 14879249 0 0 0 14374384 18230425 29961953 33524286 1450950 5259354 34874802 39614587 12162576 12547720 22712226 27066867 X AHIMA LEADS THE HEALTH INFORMATICS AND INFORMATION MANAGEMENT COMMUNITY TO ADVANCE PROFESSIONAL PRACTICE AND STANDARDS. 0 1 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 3,700 ATTENDEES; SOLD OVER 139,640 BOOKS/PRODUCTS; AND DELIVERED 50 CONTINUING EDUCATION SEMINARS WITH 10,400 REGISTRANTS BY AUDIO AND WEBCAST. MORE THAN 49,000 PROFESSIONALS PARTICIPATED IN QUIZZES TO GAIN CONTINUING EDUCATION CREDITS. AHIMA HAS SOLD OVER 5,500 WEB-BASED TRAINING PRODUCTS AND ENROLLED 1,500 STUDENTS IN OUR CODING BASICS PROGRAMS. AHIMA, THROUGH ITS AFFILIATE CERTIFICATION ENTITY, THE COMMISSION ON CERTIFICATION FOR HEALTH INFORMATICS AND INFORMATION MANAGEMENT (CCHIIM), DEVELOPS, MAINTAINS, AND ADMINISTERS EIGHT PROFESSIONAL VOLUNTARY CERTIFICATION EXAMS TO MORE THAN 14,000 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 295 COMMUNITIES OF PRACTICE - 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 3,355 UNIQUE RESOURCES DEDICATED TO THE TOPIC OF HEALTHCARE INFORMATION BY ENABLING MEMBER INTERACTION WITH ELECTED REPRESENTATIVES. 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 46,000 MEMBERS IN A PAPER-BASED FORMAT AND AN ADDITIONAL 15,000 MEMBERS ELECTRONICALLY. ALSO, THE JOURNAL IS ALSO DELIVERED TO 590 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 0 1 223 0 194 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 BONNIE CASSIDY 8.00 X X 27500 0 0 PATRICIA SHERIDAN 7.00 X X 20000 0 0 RITA K BOWEN 6.00 X X 7500 0 0 CASSI BIRNBAUM 5.00 X 0 0 0 DIANN H BROWN 5.00 X 10964 0 0 JILL BURRINGTON-BROWN 5.00 X 0 0 0 KATHY GIANNANGELO 5.00 X 14330 0 0 BETH H JUST 5.00 X 0 0 0 BETH KOST-WOODROW 5.00 X 0 0 0 CHRISANN LEMERY 5.00 X 0 0 0 JEANNE SOLBERG 5.00 X 0 0 0 VALERIE J WATZLAF 5.00 X 2633 0 0 LYNNE THOMAS GORDON 40.00 X 89346 0 5974 ALAN DOWLING 40.00 X 257188 0 10269 SANDRA FULLER 40.00 X 239410 0 18741 DENISE FROEMMING 40.00 X 54637 0 11542 DON MON 40.00 X 166176 0 26688 DANIEL RODE 40.00 X 163626 0 27666 ROB NELSON 40.00 X 134921 0 12001 DANIEL G BARRON 40.00 X 149332 0 25560 BILL RUDMAN 40.00 X 142486 0 14920 LORRAINE P SMALLEY 40.00 X 138633 0 23803 DAWN WINKELMANN 40.00 X 146781 0 26631 1765463 0 203795 34 0 1 0 SOLOMON EDWARDS GROUP LLC PO BOX 91053 ROCHESTER NY 14692 CONSULTING 387151 KELLEN EUROPE NV AVENUE JULES BORDET 142 BRUSSELS BE 1140 CONSULTING 172305 FIRST CLASS SOLUTIONS 11426 DORSETTE ROAD UPPER LEVEL MARYLAND HEIGHTS MO 63043 CONSULTING 155189 NCS PEARSON INC 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 TESTING SERVICES 141719 OCE BUSINESS SERVICES INC 12534 COLLECTIONS DRIVE CHICAGO IL 60693 DOCUMENT PROCESSING 126332 36 MEETINGS 900099 8972920 8972920 MEMBERSHIP DUES 900099 6557474 6557474 CONTINUING EDUCATION 611710 5059057 5059057 EXAMINATIONS 900099 4159601 4159601 ASSESSMENTS/CREDENTIAL 900099 1700235 1700235 2981447 2012126 969321 29430734 743920 743920 83908 83908 22868192 21466239 1401953 1401953 1401953 9266378 2143253 7123125 7123125 38783640 35584538 969321 2229781 414612 1278668 10735644 415126 1619221 830590 401336 47960 173068 3641114 2223214 1750366 1268286 1101875 2251505 897894 88447 SERVICE FEES 2798037 BANK FEES 573194 FEDERAL AND STATE UBIT 78789 935340 33524286 2670605 3347869 71795 178738 2861882 3174719 381679 377776 395362 548524 8932555 6488132 2860022 2444423 25633457 29542538 34874802 39614587 4914246 5964393 5664014 5829063 1584316 754264 12162576 12547720 X 22712226 26766044 0 300823 22712226 27066867 34874802 39614587 X 5259354 -904713 X 0 1 1 X 1 1 0 0 1 6557474 8292 -5511 2781 32787 -30006 507957 367341 140616 8424598 6120791 2303807 2444423 DEFERRED RENT 341280 DUE TO AFFILIATE 412984 754264 38783640 33524286 5259354 -904713 -904713 4354641 39849112 -904713 2143253 1238540 38610572 173068 173068 38783640 35494471 2143253 2143253 33351218 173068 173068 33524286 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ASSOCIATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. THE ASSOCIATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2008. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,143,253. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,143,253. EUROPE 0 0 PROGRAM SERVICES CONSULTING AND TRAVEL 173834 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL 3588 0 0 0 0 0 0 177422 0 177422 0 0 0 0 0 0 1 AHIMA FOUNDATION 233 N MICHIGAN AVENUE 21ST FLOOR CHICAGO IL 60601 510245159 501(C)(3) 262389 GENERAL SUPPORT COMMISSION ON ACCREDITATION FOR HEALTH INFORMATICS & INFO MGT ED 233 N MICHIGAN AVENUE 21ST FLOOR CHICAGO IL 60601 274536530 501(C)(3) 152223 GENERAL SUPPORT 2 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 ALAN DOWLING 162957 0 0 0 94231 0 9262 0 1007 0 267457 0 0 0 SANDRA FULLER 106318 0 11301 0 121791 0 6443 0 12298 0 258151 0 0 0 DON MON 116651 0 5708 0 43817 0 5168 0 21520 0 192864 0 0 0 DANIEL RODE 158832 0 4794 0 0 0 6787 0 20879 0 191292 0 0 0 DANIEL G BARRON 122523 0 4991 0 21818 0 6217 0 19343 0 174892 0 0 0 BILL RUDMAN 142486 0 0 0 0 0 5745 0 9175 0 157406 0 0 0 LORRAINE P SMALLEY 134980 0 3653 0 0 0 5592 0 18211 0 162436 0 0 0 DAWN WINKELMANN 115454 0 4012 0 27315 0 4531 0 22100 0 173412 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN 2011. DANIEL G. BARRON - $13,986 ALAN F. DOWLING - $94,231 SANDRA FULLER - $121,791 MON DONALD - $43,817 DAWN WINKELMANN - $27,315 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 EFFECTIVE JANUARY 1, 2011, AHIMA SPUN OFF THE ACCREDITATION ACTIVITIES FOR UNDERGRADUATE BACCALAUREATE AND ASSOCIATE DEGREE PROGRAMS AS A SEPARATE LEGAL ENTITY TITLED THE COMMISSION ON ACCREDITATION FOR HEALTH INFORMATICS AND INFORMATION MANAGEMENT EDUCATION (CAHIIM). CAHIIM, AN ILLINOIS NONPROFIT CORPORATION, IS AN INDEPENDENT ACCREDITING ORGANIZATION WHOSE MISSION IS TO SERVE THE PUBLIC INTEREST BY ESTABLISHING AND ENFORCING QUALITY ACCREDITATION STANDARDS FOR HEALTH INFORMATICS AND HEALTH INFORMATION MANAGEMENT (HIM) EDUCATIONAL PROGRAMS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -904,713. AHIMA FOUNDATION 233 N MICHIGAN AVE 21ST FLOOR CHICAGO IL 60601 510245159 PROVIDES FINANCIAL AND INTELLECTUAL RESOURCES TO ADVANCE HEALTH INFO MGMT IL 501(C)(3) 7 N/A 0 CAHIIM 233 N MICHIGAN AVE 21ST FLOOR CHICAGO IL 60601 274536530 ENHANCES HEALTH INFORMATICS & INFO MGMT THROUGH QUALITY EDUCATION IL 501(C)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0