2026-08-17T12:42:14+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 333 W WACKER DRIVE SUITE 1100 CHICAGO IL 60606 990 2024-10-01 208402295 CHIME EDUCATION FOUNDATION CHIM 7346650000 455 E EISENHOWER PARKWAY SUITE 300 ANN ARBOR MI 48108 RUSSELL BRANZELL PRESIDENT & CEO 7346650000 2026-08-17 true NICOLE FISHBACK P01279475 6302829500 2026-08-17 2024 2025-03-06 01:10:19Z RUSSELL BRANZELL 455 E EISENHOWER PARKWAY SUITE 300 ANN ARBOR MI 48108 1193360 false X WWW.CHIMECENTRAL.ORG X 2007 IL SUPPORT THE EDUCATION OF HEALTHCARE INFORMATION TECHNOLOGY PROFESSIONALS BY GRANTING SCHOLARSHIPS TO SUCH PERSONS. 7 6 0 30 0 100652 185287 0 0 5574 32297 0 0 106226 217584 93171 51193 0 0 293525 201131 0 0 0 54000 63475 440696 315799 -334470 -98215 1143940 563321 482404 0 661536 563321 X SUPPORT THE EDUCATION OF HEALTHCARE INFORMATION TECHNOLOGY PROFESSIONALS BY RECEIVING, RAISING, AND ADMINISTERING FUNDS FOR THE PURPOSE OF GRANTING SCHOLARSHIPS TO SUCH PERSONS. false true 151780 51193 0 SINCE 2007, THE CHIME EDUCATION FOUNDATION HAS DIRECTLY SUPPORTED THE PROFESSIONAL DEVELOPMENT OF EMERGING DIGITAL HEALTH LEADERS. THE HEALTHCARE IT ENVIRONMENT CONTINUES TO EVOLVE AT A RAPID PACE, AND THE NEED FOR QUALIFIED, COMMITTED PROFESSIONALS IS INCREASINGLY CRITICAL. WE'RE HELPING CURRENT AND FUTURE HEALTHCARE IT LEADERS DEVELOP THE ESSENTIAL SKILL SETS TO LEAD THEIR ORGANIZATIONS EFFECTIVELY AND HAVE A GREATER IMPACT ON THE IMPROVED DELIVERY OF HEALTHCARE THROUGH CAREER-DEFINING SCHOLARSHIP OPPORTUNITIES. OUR MISSION REMAINS THE SAME EACH YEAR, INCREASE THE NUMBER OF SCHOLARSHIP OPPORTUNITIES AVAILABLE TO PROVIDE AS MANY DESERVING APPLICANTS AS POSSIBLE WITH THE OPPORTUNITY TO ADVANCE AS THE NEXT GENERATION OF HEALTHCARE LEADERS DRIVING SUCCESS AND INNOVATION. 66478 0 0 THE CHIME OPIOID TASK FORCE (OTF) WAS LAUNCHED IN EARLY 2018 WITH A SIMPLE MISSION: TO TURN THE TIDE ON THE OPIOID EPIDEMIC USING THE KNOWLEDGE AND EXPERTISE OF THE NATION'S HEALTHCARE IT LEADERS. WHILE OUR MISSION IS SIMPLE, ACHIEVING IT IS NOT. OPIOID ADDICTION IS A COMPLEX DISEASE THAT REQUIRES LONG-TERM, IF NOT LIFETIME, CARE FROM WELL-INFORMED CLINICIANS WHO ARE SUPPORTED WITH EASY-TO-USE AND RELIABLE TOOLS. SINCE ITS INCEPTION, THE TASK FORCE HAS MADE A SUBSTANTIAL IMPACT ON THE OPIOID CRISIS BY PROVIDING EDUCATION AND RESOURCES FOR BOTH CHIME MEMBERS AND NON-MEMBERS THROUGH OUR OPIOID ACTION CENTER PODCAST AND WEBINARS COVERING A RANGE OF TOPICS, PUBLIC POLICY ADVANCEMENTS IN BOTH INFLUENCE AND MEMBER EDUCATION, VIRTUAL AND FACE-TO-FACE MEETINGS, AND THE DEVELOPMENT AND LAUNCH OF THE OPIOID ACTION CENTER WEBSITE. 218258 true true false false false false false false false false false false false true false true true true false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false true false true 0 0 0 false false false false false false false false false false false false X 7 6 false false false false false true false true true false false false false true true true true true true false false false CA CO CT DC FL GA AL HI IL KS KY ME AK MD MA MI MS NV NH NJ NM NY NC ND OK OR PA RI SC TN WA WV WI X SHAWN WILHOITE 7346650000 455 E EISENHOWER PARKWAY SUITE 300 ANN ARBOR MI 48108 LINDA STEVENSON SECRETARY 2.0 2.0 X X 0 0 0 RUSS BRANZELL PRESIDENT & CEO 2.0 48.0 X X 0 1129971 98200 RUSTY YEAGER CHAIR 3.0 0.0 X X 0 0 0 SHEREE MCFARLAND TREASURER 2.0 4.0 X X 0 0 0 GEORGE HICKMAN TRUSTEE 2.0 0.0 X 0 0 0 MICHAEL BLUMENTAL TRUSTEE 2.0 4.0 X 0 0 0 ZANE BURKE TRUSTEE 2.0 2.0 X 0 0 0 CALLI DRETKE EVP CHIEF DIGITAL & MARKETING OFFICER 10.0 40.0 X 0 366131 35711 EDWIN CZOPEK EVP CHIEF FINANCE OFFICER 5.0 45.0 X 0 482217 53200 BERNADETTE ZITA SVP, FINANCE 5.0 45.0 X 0 170961 0 SHAWN WILHOITE DIRECTOR, FINANCE 5.0 45.0 X 0 146397 4963 SUSAN ALDRICH VICE PRESIDENT, EVENTS 10.0 40.0 X 0 252988 7882 0 2548666 199956 0 false true false 0 77968 107319 185287 0 0 0 0 0 12055 12055 0 0 996018 975776 20242 0 20242 20242 0 0 0 0 0 217584 0 0 32297 51193 51193 201131 164280 36851 2816 2816 23023 23023 10000 0 10000 0 1853 199 1654 238 238 8139 109 8030 1548 1548 2511 2477 34 1377 1377 LICENSES AND FEES 10591 10591 BANK FEES 1306 1306 MEMBERSHIP DUES 73 73 0 0 0 0 315799 218258 97541 0 350881 483662 0 0 0 0 0 0 0 0 0 0 793059 0 0 0 0 79659 1143940 563321 5950 0 0 0 476454 0 482404 0 X 526619 563321 134917 661536 563321 1143940 563321 -98215 0 0 0 0 0 X false true true false X 64700 377863 268388 100652 185287 996890 0 0 64700 377863 268388 100652 185287 996890 376844 620046 27310 49506 3519 12119 12055 104509 0 0 0 0 0 0 0 1101399 0 0.56296 0.58241 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE FROM AFFILIATES 79659 79659 FEDERAL INCOME TAXES 66478 0 X 217584 0 0 217584 0 0 217584 315799 0 0 315799 0 0 315799 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE 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. true SCHOLARSHIPS 11 51193 CASH SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS CHIME EDUCATION FOUNDATION MAINTAINS COMPREHENSIVE RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS DISBURSED, VERIFY APPLICANT ELIGIBILITY, AND DOCUMENT THE OBJECTIVE, MERIT-BASED SELECTION CRITERIA EMPLOYED BY OUR INDEPENDENT GRANTS COMMITTEE. CHIME EDUCATION FOUNDATION AWARD GRANTS DIRECTLY TO PROGRAM PROVIDERS, RATHER THAN TO INDIVIDUAL STUDENTS. THIS ENSURES THAT FUNDS ARE APPLIED EXCLUSIVELY TOWARD THE CONTINUED EDUCATIONAL PROGRAM AS DOCUMENTED AND APPROVED, AND THAT ADMINISTRATIVE CONTROL REMAINS WITH THE INSTITUTION THAT DELIVERED THE INSTRUCTION. TO MONITOR COMPLIANCE, GRANTEE ORGANIZATIONS ARE REQUIRED TO SUBMIT PERIODIC SUMMARIES OR REPORTS FOLLOWING THE INSTRUCTIONAL PERIOD. AT THE CONCLUSION OF EACH GRANT CYCLE, WE CONDUCT A THOROUGH REVIEW TO CONFIRM THAT FUNDS WERE USED FOR THEIR INTENDED EDUCATIONAL PURPOSE AND WITHIN THE DESIGNATED TIMEFRAME. ADDITIONALLY, WE CONDUCT DIRECT FOLLOW UP WITH THE EDUCATIONAL FOUNDATION OR ADMINISTERING ORGANIZATION TO VERIFY THAT THE RECIPIENT ATTENDED AND SATISFACTORILY COMPLETED THE COURSE. THIS FOLLOW-UP SERVES AS A FINAL VALIDATION STEP TO CONFIRM THAT THE EDUCATIONAL OBJECTIVES HAVE BEEN MET AS PROPOSED. false true false false false false false false false RUSS BRANZELL PRESIDENT & CEO 0 586545 0 448725 0 94701 0 98200 0 0 0 1228171 0 69309 EDWIN CZOPEK EVP CHIEF FINANCE OFFICER 0 332116 0 122279 0 27822 0 53200 0 0 0 535417 0 0 CALLI DRETKE EVP CHIEF DIGITAL & MARKETING OFFICER 0 269316 0 96341 0 474 0 35711 0 0 0 401842 0 0 SHAWN WILHOITE DIRECTOR, FINANCE 0 122081 0 23594 0 723 0 4963 0 0 0 151361 0 0 SUSAN ALDRICH VICE PRESIDENT, EVENTS 0 162979 0 69972 0 20037 0 7882 0 0 0 260870 0 0 BERNADETTE ZITA SVP, FINANCE 0 127441 0 30684 0 12836 0 0 0 0 0 170961 0 0 SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CHIME OFFERS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO DESIGNATED EXECUTIVE OFFICERS. EMPLOYER CONTRIBUTIONS TO THE PLAN VEST AFTER FIVE YEARS OF SERVICE OR AUTOMATICALLY UPON ATTAINMENT OF RETIREMENT AGE, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT CAUSE. VESTING CONSTITUTES INCOME INCLUSION IN THE YEAR IT OCCURS, AND ALL BENEFITS ARE PAYABLE FROM CHIME'S GENERAL ASSETS AND SUBJECT TO APPLICABLE INCOME TAXES. VESTED DISTRIBUTIONS FROM THE PLAN ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" IN SCHEDULE J, PART II, COLUMN B(III), IN ACCORDANCE WITH IRS INSTRUCTIONS REQUIRING INCLUSION OF 457(F) INCOME WHEN INCLUDIBLE UNDER IRC SECTION457(F). EMPLOYER CONTRIBUTIONS DURING THE YEAR ARE REPORTED AS DEFERRED COMPENSATION IN COLUMN C. THE FOLLOWING INDIVIDUALS, LISTED IN FORM 990, PART VII, SECTION A, LINE1A, RECEIVED PAYMENTS FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2024: *RUSS BRANZELL: $69,309. THESE AMOUNTS REFLECT VESTED BENEFITS INCLUDED IN TAXABLE INCOME AND REPORTED IN SCHEDULEJ, PARTII, COLUMNB(III). CURRENT YEAR CONTRIBUTIONS ARE REPORTED IN COLUMN C. THE FOLLOWING INDIVIDUALS, LISTED IN FORM 990, PART VII, SECTION A, LINE1A, HAD MONEY CONTRIBUTED TO THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2024: *RUSS BRANZELL: $85,000 *EDWIN CZOPEK: $40,000 *CALLI DRETKE: $25,000 SCHEDULE J, PART I, LINE 3 A RELATED ORGANIZATION(CHIME) USED THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART III, LINE 3 SIGNIFICANT CHANGES IN PROGRAM SERVICES THE CHIME OPIOD TASK FORCE FUNDING WAS EXHAUSTED. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY THE INITIAL NUMBER OF TRUSTEES OF THE CORPORATION SHALL BE FIVE (5), AND SHALL BE COMPRISED OF THE FOLLOWING INDIVIDUALS: (A) THREE (3) MEMBERS APPOINTED BY CHIME, ; (B) ONE (1) MEMBER OF THE BOARD OF TRUSTEES OF CHIME WHO SHALL BE APPOINTED BY CHIME AND SERVE AS AN EX-OFFICIO BOARD MEMBER; AND (C) THE CHIEF EXECUTIVE OFFICER OF CHIME. EACH TRUSTEE SHALL HAVE VOTING RIGHTS, EXCEPT THE CHIEF EXECUTIVE OFFICER WHO SHALL SERVE WITHOUT VOTE. TRUSTEES APPOINTED BY CHIME MUST HAVE PREVIOUSLY SERVED AS A TRUSTEE OF CHIME. THE NUMBER OF TRUSTEES MAY BE INCREASED OR DECREASED FROM TIME-TO-TIME BY THE BOARD OF TRUSTEES OF THE CORPORATION PROVIDED THAT: (C)THE MAJORITY OF THE TRUSTEES SHALL BE APPOINTED BY CHIME; (D) ANY TRUSTEE AP-POINTED BY THE BOARD MUST BE A PART OF THE HEALTH INFORMATION TECHNOLOGY COMMUNITY; AND (E) NO DECREASE IN THE NUMBER OF TRUSTEES SHALL HAVE THE EFFECT OF SHORTENING THE TERM OF ANY INCUMBENT TRUSTEE. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE CFO, ASSISTANT CONTROLLER AND SENIOR DIRECTOR OF FINANCE REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. IF AVAILABLE, THE FORM 990 MAY BE REVIEWED BY THE BOARD OF TRUSTEES AS WELL. IF NOT, THE FORM 990 IS MADE AVAILABLE TO BOARD OF TRUSTEES UPON REQUEST. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE CHAIRPERSON OF THE BOARD AND EACH TRUSTEE, AND OFFICER SHALL ANNUALLY SIGN THE STATEMENT OF DISCLOSURE WHICH AFFIRMS THAT SUCH SIGNING CHAIRPERSON, TRUSTEE, OR OFFICER (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; AND (C) HAS AGREED TO COMPLY WITH THE POLICY. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL IN 2024, A RELATED ORGANIZATION (CHIME) HIRED A CONSULTING COMPANY TO IMPLEMENT A COMPENSATION SURVEY AND REVIEW CEO SALARY. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC AVAILABLE UPON REQUEST COLLEGE HEALTHCARE INFO MGMT EXECS 455 E EISENHOWER PARKWAY SUITE 300 ANN ARBOR MI 48108 383040305 TRADE ASSOCIATION IL 501(C)(6) NA false CHIME FOUNDATION 455 E EISENHOWER PARKWAY SUITE 300 ANN ARBOR MI 48108 383161904 TRADE ASSOCIATION IL 501(C)(6) NA false CHIME TECHNOLOGIES INC 455 E EISENHOWER PKWY STE 300 ANN ARBOR MI 48108 472401436 EDUCATION MI NA C CORPORATION 0 0 0 false false false true false false false false false false false false false false false true false false false false COLLEGE HEALTHCARE INFO MGMT EXECS O 201132 CASH COLLEGE HEALTHCARE INFO MGMT EXECS C 77968 CASH