2025-11-17T15:23:44+00:00 2024-12-31 440160260 Forvis Mazars LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990 2024-01-01 362181841 American Health Information Management Association AMER 3129281100 201 West Lake Street 226 Chicago IL 60606 Thomas Mehs Chief Executive Officer 3122331100 2025-11-17 true true Anne White P01708202 6302829500 2025-11-17 2024 2025-03-06 01:10:19Z X Thomas Mehs 201 West Lake Street 226 Chicago IL 60606 33778651 false X WWW.AHIMA.ORG X 1928 IL EMPOWERING PEOPLE TO IMPACT HEALTH 13 11 154 550 1858045 1442819 5192 0 20507222 19938105 12477736 2472100 8618957 10140492 41609107 32550697 250000 0 0 19401858 14413374 0 2500 33873897 17227698 53525755 31641072 -11916648 909625 65046527 65456994 25689979 23619709 39356548 41837285 "EMPOWERING PEOPLE TO IMPACT HEALTH" THE AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA) IS THE LEADING VOICE AND AUTHORITY IN HEALTH INFORMATION, WHEREVER IT IS FOUND. OUR PEOPLE WORK AT THE INTERSECTION OF HEALTHCARE, TECHNOLOGY, AND BUSINESS. WHILE OUR PATIENTS DON'T OFTEN SEE US, WE SEE OUR PATIENTS IN A WAY NO OTHER HEALTHCARE PROFESSIONAL DOES. THAT IS BECAUSE AHIMA-CERTIFIED PROFESSIONALS ENSURE THAT SENSITIVE HEALTH STORIES REMAIN ACCURATE, ACCESSIBLE, PROTECTED AND COMPLETE AT ALL TIMES. PROFESSIONALS, OUR MISSION OF EMPOWERING PEOPLE TO IMPACT HEALTH IS A PRESCIENT RALLYING CRY DURING THE COVID-19 PANDEMIC. false false 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. 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 2020 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. AHIMA RECOGNIZES INNOVATION IN THE HIM PROFESSION THROUGH ITS ANNUAL GRACE AWARD PROGRAM AND HONORS THE BEST IN HIM PRACTICE THROUGH IT SELECTION OF TRIUMPH AWARD WINNERS. 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 2021-2024 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 2020 AHIMA STAFF MEMBERS EXPLAINED AND ILLUSTRATED HIM PERSPECTIVES IN HIGH-PROFILE MEDIA INTERVIEWS IN MODERN HEALTHCARE, KAISER HEALTH NEWS, AND OTHER OUTLETS. AHIMA'S MISSION 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 THAT HIM. 0 false false false false true false false false false false true false false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 163 0 154 true true true false false false true true false false false X 13 11 false false false false true true true true true false true true true true true true true true true true false false X THOMAS MEHS 3122331100 201 West Lake Street 226 Chicago IL 60606 Dasantila Sherifi Secretary 2.0 0.0 X X 0 0 0 Maria Caban Alizondo Chair Elect 4.0 0.0 X X 20000 0 0 Mona Calhoun Chair 4.0 2.0 X X 30000 0 0 Ryan Sandefer Treasurer 2.0 0.0 X X 0 0 0 Aurae Beidler Director 2.0 0.0 X 0 0 0 Daniel Utech Director 4.0 0.0 X 0 0 0 Debra Boppre Speaker of the House 4.0 4.0 X 0 0 0 Grissel Pabon Director 2.0 0.0 X 0 0 0 Jennifer Mueller AHIMA Past President 4.0 6.0 X 0 0 0 Nancy Andersen Director 2.0 0.0 X 0 0 0 Rachel Podczervinski Director 2.0 0.0 X 0 0 0 Thea Campbell Director 2.0 0.0 X 0 0 0 Tonya Bates Director 2.0 0.0 X 0 0 0 Amy Mosser Interim CEO (6/2023 until 1/7/24 - term date though was 4/1/24) 40.0 6.0 X 482430 0 18614 Breian Meakens CFO (until 4/1/24) 40.0 6.0 X 260028 0 9007 David Gilmartin Chief, Legal & Privacy Officer (until 9/4/24) 40.0 6.0 X 271309 0 27438 Kevin Klauer CEO (1/8/24 until 11/21/24) 40.0 4.0 X 669339 0 39786 Leslie Moore General Counsel (started 9/18/24) 40.0 6.0 X 67067 0 8313 M Cristina Iaboni Interim CEO (started 11/22/24 ); CHRO/HR Consultant prior to 11/22/24 40.0 6.0 X 268395 0 16588 Tom Mehs CFO (started 7/29/24) 40.0 6.0 X 96923 0 3238 Carl Aiello VP Sales 40.0 0.0 X 379482 0 33597 Dana Perrino-Zorn Chief - Member Services 40.0 0.0 X 184752 0 28448 Katherine McFadyen Senior Director, Government Affairs 40.0 0.0 X 187862 0 15760 Lauren Riplinger Chief, Public Policy & Impact Officer 40.0 12.0 X 287819 0 25049 Stephanie D Kowalski Chief Marketing Officer 40.0 0.0 X 393671 0 450 3599077 0 226288 77 false true false Nyoo Health LLC 410 S Maple Avenue Apt 437 Falls Church WV 22046 Consulting fees - Retainer 214042 Chantal Worzala dba Alazro Consulting LLC 7131 Maple Ave Takoma Park MD 20912 Consulting Fees - Retainer 113400 2 0 Membership Dues 900099 6629787 6629787 Assessment/credential maintenance 900099 5865532 5865532 Examinations 900099 3969149 3969149 Seminar/Meetings Registration 900099 2632377 2632377 Contracts 900099 488123 488123 353137 212482 140655 0 19938105 2118141 1717390 400751 0 0 353959 353959 0 353959 353959 11368445 1227954 10140492 10140492 0 0 0 0 0 32550697 29937942 1858045 754710 X 2601343 9177929 406757 1181750 1045595 160158 422367 55156 4596805 125457 307490 2132134 1455044 282646 1842906 305688 331783 264834 SERVICE FEES 1756090 RESTRUCTURING COSTS 993767 INCOME TAX EXPENSE 660064 BANK & CREDIT CARD FEES 619217 916092 31641072 2568507 1857617 88559 580653 3558145 2851094 0 0 0 0 36494538 1859030 1146516 832933 638228 12063299 10385542 1752289 1677757 16195212 17599538 34404786 0 3787066 2611053 65046527 65456994 9414881 8650522 9454628 9598585 0 0 6820470 5370602 25689979 23619709 39356548 41837285 39356548 41837285 65046527 65456994 909625 1197859 0 373253 0 X false false false false false false 6629787 70000 70000 331489 -261489 2590691 2590691 0 7966883 7794851 172032 1505725 1505725 1677757 Federal Income Taxes Lease Liability 1370602 Line of Credit 4000000 Restructure Reserve 0 Note Payable - AHIMA Foundation 0 5370602 Schedule D, Part XIII ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X true false false Kevin Klauer CEO (1/8/24 until 11/21/24) 525109 0 100000 0 44230 0 17250 0 22536 0 709125 0 0 0 Amy Mosser Interim CEO (6/2023 until 1/7/24 - term date though was 4/1/24) 138468 0 14029 0 329933 0 7826 0 10788 0 501044 0 0 0 David Gilmartin Chief, Legal & Privacy Officer (until 9/4/24) 188928 0 5653 0 76728 0 9151 0 18287 0 298747 0 0 0 M Cristina Iaboni Interim CEO (started 11/22/24 ); CHRO/HR Consultant prior to 11/22/24 268395 0 0 0 0 0 12722 0 3866 0 284983 0 0 0 Breian Meakens CFO (until 4/1/24) 79583 0 33330 0 147115 0 4051 0 4956 0 269035 0 0 0 Carl Aiello VP Sales 226065 0 153417 0 0 0 8954 0 24643 0 413079 0 0 0 Stephanie D Kowalski Chief Marketing Officer 191420 0 45328 0 156923 0 0 0 450 0 394121 0 0 0 Lauren Riplinger Chief, Public Policy & Impact Officer 253156 0 34663 0 0 0 7381 0 17668 0 312868 0 0 0 Dana Perrino-Zorn Chief - Member Services 182752 0 2000 0 0 0 7805 0 20643 0 213200 0 0 0 Katherine McFadyen Senior Director, Government Affairs 172028 0 15834 0 0 0 6910 0 8850 0 203622 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment The following individuals received severance/change of control payments from the organization: Amy Mosser - $329,933 Kevin Klauer - $44,230 Breian Meakens - $147,115 David Gilmartin - $76,728 Stephanie Kowalski - $156,923 Form 990, Part VI, Line 6 Classes of members or stockholders AHIMA HAS MEMBERS AND HAS NO STOCKHOLDERS. AHIMA MEMBERSHIP ENTITLES INDIVIDUALS TO PARTICIPATE IN AHIMA'S PROGRAMS AND SERVICES. AHIMA HAS TWO TYPES OF MEMBERS: PROFESSIONAL AND STUDENT. AHIMA MEMBERS SUPPORT THE MISSION AND PURPOSES OF AHIMA AND ABIDE BY THE AHIMA CODE OF ETHICS. PROFESSIONAL MEMBERS HAVE VOTING RIGHTS, INCLUDING ELECTION OF THE GOVERNING BODY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PROFESSIONAL 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, Line 7b Decisions requiring approval by members or stockholders PURSUANT TO THE BYLAWS AMENDMENTS TO THE BYLAWS ARE RESERVED TO THE AHIMA HOUSE OF DELEGATES MADE UP OF MEMBERS ELECTED OR APPOINTED BY THEIR STATE ASSOCIATIONS. THE HOUSE OF DELEGATES ADVISES THE BOARD OF DIRECTORS ON MATTERS OF IMPORTANCE TO AHIMA MEMBERSHIP AND TO THE HEALTH INFORMATION MANAGEMENT COMMUNITY AT LARGE. CORE ROLES OF THE HOUSE OF DELEGATES INCLUDE ADOPTING AND MAINTAINING A CODE OF ETHICS AND ELECTING MEMBERS 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 DIRECTOR OR OFFICER OF AHIMA MAY BE REMOVED BY THE RECOMMENDATION OF A MAJORITY OF THE BOARD OF DIRECTORS AND AN AFFIRMATIVE VOTE OF 2/3 OF THE PROFESSIONAL MEMBERS VOTING BY ELECTRIC BALLOT. Form 990, Part VI, Line 11b Review of form 990 by governing body 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 OF DIRECTORS PRIOR TO FILING WITH THE IRS FOR APPROVAL. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY ALL BOARD MEMBERS, VOLUNTEERS, AND STAFF MUST DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE BOARD GOVERNANCE COMMITTEE 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. IF THERE IS A CONFLICT, THE BOARD GOVERNANCE COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT PRODUCE A CONFLICT OF INTEREST. IF AN ALTERNATIVE TRANSACTION OR ARRANGEMENT IS NOT POSSIBLE, THE BOARD GOVERNANCE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE BEST INTERESTS OF THE ORGANIZATION, FOR ITS OWN BENEFIT, AND FAIR AND REASONABLE. Form 990, Part VI, Line 15a Process to establish compensation of top management official AHIMA BOARD LEADERSHIP REVIEWED CEO COMPENSATION. THE REVIEW WAS DOCUMENTED AND INCLUDED BENCHMARKING AGAINST OTHER COMPARABLE POSITIONS. EXECUTIVE COMPENSATION IS MATCHED TO MARKET USING A THIRD-PARTY COMPENSATION CONSULTING FIRM. THIS REVIEW WAS LAST UNDERTAKEN IN 2023. Form 990, Part VI, Line 15b Process to establish compensation of other employees AHIMA BOARD LEADERSHIP AND VP OF HUMAN RESOURCES REVIEWED COMPENSATION. THE REVIEW WAS DOCUMENTED AND INCLUDED BENCHMARKING AGAINST OTHER COMPARABLE POSITIONS. EXECUTIVE COMPENSATION IS MATCHED TO MARKET USING A THIRD-PARTY COMPENSATION CONSULTING FIRM. THIS REVIEW WAS LAST UNDERTAKEN IN 2023. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: 353137, Related or Exempt Function Revenue: 212482, Unrelated Business Revenue: 140655, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Consulting Fees - Total Expense: 1507742, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Other Contract Services - Total Expense: 324497, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Testing Services - Total Expense: 1279062, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Temporary Help / Contract Labor - Total Expense: 431432, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Customer Care Services - Total Expense: 500781, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Fulfillment Services - Total Expense: 123358, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Technology Services - Total Expense: 197714, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Event Planning Services - Total Expense: 91386, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Facilities Management Services - Total Expense: 103928, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Direct Mail Services - Total Expense: 36905, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; AHIMA Foundation 201 WEST LAKE STREET 226 Chicago IL 60606 510245159 Support IL 501(c)(3) 7 AHIMA true HC Pro LLC 201 WEST LAKE STREET 225 Chicago IL 60606 933094997 Health Information Solutions IL American Health Information Management Association C Corporation -940137 15229780 1 true true false false false true false false false false true false true true true true false true false false AHIMA Foundation Q 37276 Cost AHIMA Foundation E 400000 Cost AHIMA Foundation J 13557 CASH HC PRO LLC A 1717390 ACCRUAL BASIS