2020-04-14T07:49:31-05:00 2019-05-31 420714325 RSM US LLP 1 S Wacker Drive Ste 800 Chicago IL 60606 990 2018-06-01 363920055 Healthcare Financial Management Education Foundation Group Return HEAL 7085319600 3 Westbrook Corporate Center No 600 Westchester IL 60154 Joyce Zimowski CFO 7085319600 2020-04-10 1 Rebekuh Eley P01247672 3126343400 98.222.225.56 2020-04-10 12:12:37 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E3B59A9DB10281FDFB8CF23B8E25A3A84C79EE45 2018 2020-11-06 18:47:13Z Mario Di Figlia 3 Westbrook Corporate Center No 600 Westchester IL 60154 218103 0 9431 X www.hfmametrony.org X 1968 IL HFMA's primary purpose is to: 1.) foster and increase knowledge of and proficiency in healthcare financial management; 2.) conduct and participate in educational programs and activities concerning healthcare industry financial management; 3.) provide media for the interchange of ideas and dissemination of material relative to healthcare financial management; 4.) strengthen cooperation among individuals of varying disciplines in financial management; 5.) cooperate with healthcare institutions and related healthcare organizations and agencies and other interested groups in matters pertaining to financial management; and 6.) promote and encourage financial management standards of performance for individuals and institutions in various areas of healthcare financial management. 20 20 0 50 0 0 0 0 207826 218103 0 0 0 0 207826 218103 0 0 0 0 0 0 0 0 0 272722 301205 272722 301205 -64896 -83102 59045 78910 0 2967 59045 75943 X HFMA's primary purpose is to: 1.) foster and increase knowledge of and proficiency in healthcare financial management; 2.) conduct and participate in educational programs and activities concerning healthcare industry financial management; 3.) provide media for the interchange of ideas and dissemination of material relative to healthcare financial management; 4.) strengthen cooperation among individuals of varying disciplines in financial management; 5.) cooperate with healthcare institutions and related healthcare organizations and agencies and other interested groups in matters pertaining to financial management; and 6.) promote and encourage financial management standards of performance for individuals and institutions in various areas of healthcare financial management. 0 0 260235 218103 Education and Related Activities - The Chapters provided educational programs for over 2,000 individuals working in the healthcare finance. It conducted and participated in activities concerning healthcare industry financial management which promote and encourage financial management standards of performance for the healthcare industry and institutions in various areas of healthcare management. 260235 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X Steve S Saldivar 7085319600 3 Westbrook Corporate Center No 600 Westchester IL 60154 X Mario Di Figlia President 10.00 X X 0 0 0 Diane R McCarthy President-Elect 5.00 X X 0 0 0 Donna M Skura Vice-President 5.00 X X 0 0 0 Sean P Smith Treasurer 8.00 X X 0 0 0 Wendy Leo Acting Secretary/Past President 5.00 X X 0 0 0 Alex Balko Secretary (partial year) 5.00 X X 0 0 0 Maryann Regan Immediate Past President 1.00 X X 0 0 0 David Woods Past President 1.00 X 0 0 0 Meredith Simonetti Past President 1.00 X 0 0 0 David A Evangelista Past President 1.00 X 0 0 0 Palmira Cataliotti Past President 1.00 X 0 0 0 Leah Amante Director 2.50 X 0 0 0 Susane Lim Director 2.50 X 0 0 0 Andrew Weingartner Director 2.50 X 0 0 0 Shivam Sohan Director 2.50 X 0 0 0 Christina Milone Director 2.50 X 0 0 0 James Linhart Director 2.50 X 0 0 0 Catherine Ekbom Director 2.50 X 0 0 0 Christian Borchert Director 2.50 X 0 0 0 Tracey Roland Director 2.50 X 0 0 0 Juby George-Vaze Director 2.50 X 0 0 0 0 0 0 0 0 0 0 Marriott Business Services PO Box 402642 Atlanta GA 30384 Conference Services 190556 1 Education Programs 541900 218103 218103 218103 218103 218103 0 0 6600 6600 19940 19940 14430 14430 259495 259495 740 740 301205 260235 40970 0 14869 27294 44176 51616 59045 78910 0 0 0 2967 0 2967 X 59045 75943 59045 75943 59045 78910 X -83102 100000 X 0 0 0 X 384767 383628 203986 207826 218103 1398310 384767 383628 203986 207826 218103 1398310 0 0 0 1398310 384767 383628 203986 207826 218103 1398310 1.00000 1.00000 0.00000 X Form 990, Part VI, Section A, line 6 The sole Corporate Member is HFMA: Metropolitan New York Chapter. Form 990, Part VI, Section A, line 7a The Corporate Member annually elects directors of the Foundation. Form 990, Part VI, Section A, line 7b The following governance decisions must be reviewed and approved by the Corporate Member: - the amendment or restatement of the articles of incorporation of the Foundation or bylaws; - the merger, consolidation, dissolution, or winding up of the Foundation; and - such other matters as may be required by law to be submitted to the Corporate Member, or as to which the Board of Directors of the Foundation determines by resolution that such submission is advisable. Form 990, Part VI, Section B, line 11b The Chapter Audit & Finance Committee and/or Chapter Board Members were provided a copy of the Metro NY individual chapter tax information reporting documents prior to the filing of the IRS 990 tax return. Form 990, Part VI, Section B, line 12c Each board member is required annually to read and sign the organization's written Conflict of Interest policy and Conflict of Interest affirmation document. Form 990, Part VI, Section C, line 19 The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public. Form 990, Part XI, line 9: Equity Transfer from HFMA Group Return 100,000. Healthcare Financial Management Association Three Westbrook Corporate Center 60 Westchester IL 60154 362318336 Professional Membership Organization IL 501(c)(6) N/A 0 HFMA Learning Solutions Inc Three Westbrook Corporate Center Westchester IL 60154 364239827 Education Media IL N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 Part VI Healthcare Financial Management Association is a related organization which is included in another group exemption with subordinate organizations. HFMA is affiliated with the Foundation through common membership of their respective Boards of Directors.