Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 1,355,068 | 1,404,993 | 1,271,938 | 1,543,611 | 1,549,187 | 7,124,797 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 1,355,068 | 1,404,993 | 1,271,938 | 1,543,611 | 1,549,187 | 7,124,797 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 3,074,114 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 4,050,683 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,355,068 | 1,404,993 | 1,271,938 | 1,543,611 | 1,549,187 | 7,124,797 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 27,188 | 27,678 | 27,075 | 33,710 | 30,263 | 145,914 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 6,033 | 6,033 | ||||
| 11 | Total support. Add lines 7 through 10. | 7,276,744 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | AHIMA FOUNDATION HAS ONE MEMBER, AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA), AN ILLINOIS NOT FOR PROFIT CORPORATION. THE SOLE MEMBER SHALL HAVE RESERVED POWERS AND VOTING RIGHTS TO DO THE FOLLOWING: - TO AMEND THE ARTICLES OF INCORPORATION, CORPORATE BYLAWS AND MISSION STATEMENT, IF ANY, OF THE CORPORATION. - TO APPOINT, SUBJECT TO THE PROVISIONS OF SECTION 3.3, THE DIRECTORS OF THE CORPORATION, INCLUDING THE CHAIR-ELECT. - TO REMOVE A DIRECTOR AT ANY TIME, WITH OR WITHOUT CAUSE. - TO APPOINT THE EXECUTIVE DIRECTOR OF THE CORPORATION. - TO APPROVE ALL PLANS OF MERGER, CONSOLIDATION, JOINT VENTURE OR LONG TERM AFFILIATION WITH THE CORPORATION. - TO ESTABLISH FROM TIME TO TIME THE "CORPORATE LIMIT" REFERRED TO IN THESE RESERVED POWERS, WHICH MAY BE EXPRESSED EITHER AS A DOLLAR AMOUNT OR AS A PERCENTAGE OF A BUDGET. - TO APPROVE ANNUAL OPERATING BUDGETS AND MULTI-YEAR CAPITAL BUDGETS AND STRATEGIC PLANS OF THE CORPORATION BEFORE EXPENDITURES PURSUANT TO SUCH BUDGETS AND PLANS THAT MAY BE MADE. ONCE THE BUDGETS ARE SO APPROVED, THE BOARD MAY AUTHORIZE EXPENDITURES WITHIN THE CORPORATE LIMIT ESTABLISHED FROM TIME TO TIME BY THE SOLE CORPORATE MEMBER. - TO APPROVE THE NON-BUDGETED SALE, LEASE (CAPITALIZED OR OTHERWISE), EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF PROPERTY AND ASSETS OF THE CORPORATION IN ANY ONE FISCAL YEAR WHICH IS IN EXCESS OF THE CORPORATE LIMIT. - TO APPROVE ALL NON-BUDGETED CONTRACTS OBLIGATING THE CORPORATION TO EXPEND OR REPAY AN AMOUNT IN EXCESS OF THE CORPORATE LIMIT. - TO APPROVE THE CREATION OR ACQUISITION OF MAJORITY-CONTROLLED OR MAJORITY-OWNED SUBSIDIARIES OR AFFILIATES OF THE CORPORATION. - TO APPROVE THE CORPORATION'S NON-BUDGETED INCURRENCE OF LONG-TERM DEBT OR OTHER OBLIGATING OF ITS ASSETS IN EXCESS OF THE CORPORATE LIMIT. - TO APPROVE THE APPOINTMENT OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS FOR THE CORPORATION. - TO APPROVE ANY VOLUNTARY DISSOLUTION OF ANY LIQUIDATION OF CORPORATE ASSETS. - TO APPROVE ALL EXECUTIVE COMPENSATION ARRANGEMENTS, INCLUDING INCENTIVE COMPENSATION, FOR THE CORPORATION. - TO MANAGE THE TREASURY FUNCTIONS FOR THE CORPORATION. AHIMA FOUNDATION 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 FOUNDATION, ANY ASSETS REMAINING AFTER ALL OBLIGATIONS HAVE BEEN SATISFIED OR PROVIDED SHALL BE TRANSFERRED TO AN ORGANIZATION OR ORGANIZATIONS THAT ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES UNDER SECTION 501(C)(3) OF THE CODE, AS THE BOARD SHALL DETERMINE. ANY SUCH ASSETS NOT SO DISPOSED OF SHALL BE DISPOSED OF BY A COURT OF COMPETENT JURISDICTION OF THE COUNTY IN WHICH THE PRINCIPAL OFFICE OF THE CORPORATION IS THEN LOCATED, EXCLUSIVELY FOR SUCH PURPOSES OR TO SUCH ORGANIZATION OR ORGANIZATIONS, AS SAID COURT SHALL DETERMINE, WHICH ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR SUCH PURPOSES. |
| Form 990, Part VI, Section A, line 7a | THE BOARD HAS THE RIGHT TO APPOINT ADDITIONAL MEMBERS WHETHER PERIODICALLY OR AS VACANCIES ARISE. THE BOARD SHALL RECOMMEND CANDIDATES TO FILL VACANCIES WITHIN THE BOARD TO THE BOARD OF DIRECTORS OF THE SOLE MEMBER, AHIMA, WHICH WILL FORMALLY ACT ON SUCH RECOMMENDATIONS. 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 ELECTION OF THE SOLE MEMBER, AHIMA, AND SUCH SUCCESSOR IS TO SERVE FOR THE REMAINDER OF THE TERM OF THE VACANT DIRECTOR. ANY ELECTED OR APPOINTED OFFICER OR DIRECTOR OF AHIMA FOUNDATION MAY BE REMOVED BY THE SOLE MEMBER, AHIMA, AT ANY TIME WITH OR WITHOUT CAUSE. |
| Form 990, Part VI, Section A, line 7b | THE SOLE MEMBER, AHIMA, HAS TO APPROVE CERTAIN DECISIONS OF THE GOVERNING BODY, SUCH AS CHANGES IN THE BYLAWS, AS DESCRIBED IN PART VI, SECTION A, LINE 6. |
| Form 990, Part VI, Section B, line 11 | THE AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION FINANCE COMMITTEE REVIEWS AND ACCEPTS THE FORM 990. THIS REVIEW INCLUDES ANALYZING THE 990 FOR REASONABLENESS, ACCURACY, AND RELATIONSHIP TO AHIMA FOUNDATION'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. THROUGHOUT THE YEAR, THE BOARD'S EXECUTIVE TEAM REVIEWS THESE CONFLICT OF INTEREST STATEMENTS, AS WELL AS ANY DISCLOSURE BY A BOARD MEMBER. |
| Form 990, Part VI, Section B, line 15 | COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA). THE AHIMA 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 VII - SECTION A | COMPENSATION DISCLOSURES THE COMPENSATION REPORTED FOR DESLA MANCILLA, SENIOR DIRECTOR OF ACADEMIC AFFAIRS HAS BEEN PAID BY A RELATED ORGANIZATION AND COMMON PAYMASTER, AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION EIN# 36-2181841. SINCE ALL SERVICES PERFORMED BY THIS INDIVIDUAL WERE FOR THE AHIMA FOUNDATION, THE COMPENSATION HAS BEEN REPORTED IN COLUMN D AS IF PAID BY THE ORGANIZATION. AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION HAS COMPLIED WITH THE PAYROLL FILING REQUIREMENTS. THE COMPENSATION FROM A RELATED ORGANIZATION, AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA) REPORTED IN PART VII FOR BILL RUDMAN, EXECUTIVE DIRECTOR, IS THE COMPENSATION PAID BY AHIMA FOR A FULL TIME POSITION. HOWEVER, A PORTION OF THE INDIVIDUAL'S TIME IS DEVOTED TO THE FILING ORGANIZATION (AHIMA FOUNDATION) AND IS REIMBURSED BY THE AHIMA FOUNDATION. THE FOUNDATION ESTIMATES THAT APPROXIMATELY 30 HOURS PER WEEK IS DEDICATED TO THE AHIMA FOUNDATION AND 10 HOURS PER WEEK IS DEDICATED TO AHIMA. |
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