HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (EIN 36-2318336)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-12
- IRS object ID
- 201911029349300901
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-12T13:38:28-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Wacker Dr Ste 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362318336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healthcare Financial Management | BusinessNameLine1Txt |
| Business Name Line2 | Association | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7085319600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Westbrook Corporate Center No 600 | AddressLine1Txt |
| City | Westchester | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Fifer | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 7085319600 | PhoneNum |
| Signature | 2019-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Zack Fortsch | PreparerPersonNm |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-12 | IPDt |
| IP Tm | 13:20:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 999F6C87408E00F59009FBF12446D70A71867BDA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Joseph Fifer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Westbrook Corporate Center No 600 | AddressLine1Txt |
| City | Westchester | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,017,412 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1995 | GroupExemptionNum |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.hfma.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Leading the financial management of health care | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Volunteers | 1800 | TotalVolunteersCnt |
| Total Gross UBI | $3,244,987 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $336,052 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,647,257 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,617,501 | CYProgramServiceRevenueAmt |
| PY Investment Income | $647,470 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,851,940 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,113,563 | PYOtherRevenueAmt |
| CY Other Revenue | $4,911,829 | CYOtherRevenueAmt |
| PY Total Revenue | $25,408,290 | PYTotalRevenueAmt |
| CY Total Revenue | $21,381,270 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,583,584 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,855,832 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,648,743 | PYOtherExpensesAmt |
| CY Other Expenses | $8,774,269 | CYOtherExpensesAmt |
| PY Total Expenses | $25,232,327 | PYTotalExpensesAmt |
| CY Total Expenses | $23,630,101 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $175,963 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,248,831 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,543,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,870,416 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,715,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,105,777 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,827,894 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,764,639 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Leading the financial management of health care | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Revenue | $7,376,444 | RevenueAmt |
| Desc | Membership - Healthcare Financial Management Association's (HFMA) goal is to improve the financial management of US healthcare institutions and related healthcare organizations through fostering knowledge and proficiency, providing a forum for exchange of ideas and best practices, strengthening cooperation among those in the profession, and establishing and promulgating principles of practice and standards of performance. Through 68 chapters and 11 regions, HFMA's 38,000 members have opportunities for education, sharing of common experiences, and keeping up to date on legislative and regulatory changes. These venues also provide for networking exchanges that build relationships that further professional careers and create personal, long-lasting friendships that span the US geography. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $3,552,750 | RevenueAmt |
| Desc | HFMA publishes monthly magazines and newsletters that are shared not only with the 38,000-member base but with other industry professionals, circulation for some periodicals reaching 75,000. The publications contain articles and information related to recent governmental rule changes and those under consideration, current events, real life best practice examples and hot topics facing the industry. Newsletter circulation reaches over 3,600 individuals. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $2,811,729 | RevenueAmt |
| Desc | HFMA offers a benchmarking tool to help hospitals, health systems, and physician practices improve performance throughout the revenue cycle. Data from more than 600 facilities helps compare metrics to peer groups and align goals with the industry's best practices. Additional opportunities for peer comparisons are offered via financial specialty forums (eg, CFO, Revenue Cycle, Legal & Regulatory) which provide periodic information pertinent within that specialty. Over 7,800 members participate in these forums. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $876,578 | RevenueAmt |
| Desc | Sponsorship | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $876,578 | TotalOtherProgSrvcRevenueAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 119 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steve S Saldivar | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7085319600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Westbrook Corporate Ctr Suite 600 | AddressLine1Txt |
| City | Westchester | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601545700 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Joseph J Fifer | ||||||||||
| President & CEO | 26.80 | 13.20 | Yes (X) | Yes (X) | $386,558 | $291,614 | $106,777 | |||
| Carol A Friesen | ||||||||||
| Chairman | 6.30 | 1.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Kevin F Brennan | ||||||||||
| Chairman-Elect | 5.50 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Michael M Allen | ||||||||||
| Treasurer/Secretary | 4.70 | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Dorothy A Coleman | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| Aaron Crane | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| Paula Reichle | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| Penny D Cermak | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| Edward G Chadwick | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| Tammie L Galindez | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| Dennis E Dahlen | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| Marc B Scher | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| T Carley Williams | ||||||||||
| Director | 2.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| Joyce Zimowski | ||||||||||
| SVP/CFO | 26.80 | 13.20 | $116,517 | $87,898 | $24,314 | Yes (X) | ||||
| Susan Brenkus | ||||||||||
| Senior VP People & Culture | 26.80 | 13.20 | $159,130 | $120,046 | $68,092 | Yes (X) | ||||
| Rick L Gundling | ||||||||||
| SVP Healthcare Financial Practices | 26.80 | 13.20 | $204,159 | $154,014 | $70,654 | Yes (X) | ||||
| Garth Jordan | ||||||||||
| Senior VP Corp Strategy | 26.80 | 13.20 | $192,242 | $145,025 | $74,755 | Yes (X) | ||||
| Daniel Verdon | ||||||||||
| VP Publications & Digital Content | 25.70 | 14.30 | $94,204 | $71,066 | $49,988 | Yes (X) | ||||
| Todd Nelson | ||||||||||
| VP Education, Org Solutions | 26.80 | 13.20 | $125,671 | $94,805 | $57,044 | Yes (X) | ||||
| William Casey | ||||||||||
| VP Business Development | 26.80 | 13.20 | $123,349 | $93,053 | $64,202 | Yes (X) | ||||
| Gregory D Baiocchi | ||||||||||
| Vice President IT (thru 8/15/17) | 26.80 | 13.20 | $174,362 | $131,535 | $55,243 | Yes (X) | ||||
| Richard Lucas | ||||||||||
| Director Channel Assets | 26.80 | 13.20 | $123,809 | $93,400 | $22,525 | Yes (X) | ||||
| Charles Alsdurf | ||||||||||
| Dir. Healthcare Fin. Policy Op. Initiatives | 26.80 | 13.20 | $116,195 | $87,656 | $32,472 | Yes (X) | ||||
| Lorraine Schnelle | ||||||||||
| VP Learning-Professional Development | 26.80 | 13.20 | $112,478 | $84,852 | $51,949 | Yes (X) | ||||
| Edwin P Czopek | ||||||||||
| Former CFO | 0.00 | $314,503 | $237,257 | $70,969 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,243,177 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,692,221 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $748,984 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Navigant | |||||
| 4511 Paysphere Circle | Chicago | IL | 60674 | Consulting Services | $580,000 |
| Fonteva Inc | |||||
| 4420 N Fairfox Drive | Arlington | VA | 22203 | Computer Services | $461,553 |
| Cvent Inc | |||||
| 1765 Greensboro Station Place | Tysons Corner | VA | 22102 | Computer Services | $348,000 |
| Powercast Media LLC | |||||
| 5527 N Camino Real | Tucson | AZ | 85718 | Advertising/Sales | $347,804 |
| Arizona Grand Resort LLC | |||||
| PO Box 846614 | Los Angeles | CA | 90084 | Hospitality Services | $342,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Membership Dues | 611430 | $7,376,444 | $7,376,444 | |
| Publications | 511120 | $3,552,750 | $307,763 | $3,244,987 |
| Benchmarking and Metrics | 611430 | $2,123,465 | $2,123,465 | |
| Sponsorships | 611710 | $876,578 | $876,578 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $688,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $688,264 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,617,501 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $487,802 | TotalRevenueColumnAmt |
| Exclusion | $487,802 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,000,280 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,636,142 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,364,138 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,364,138 | TotalRevenueColumnAmt |
| Exclusion | $1,364,138 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Reimbursement of Shared Services | 900099 | $4,718,649 | $4,718,649 |
| UBI Tax Refund | 900099 | $50,357 | $50,357 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,823 | TotalRevenueColumnAmt |
| Exclusion | $142,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,911,829 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,381,270 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,372,514 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,244,987 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,763,769 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576,192 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,540,017 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,996 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,497 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728,130 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,193 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,466 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,260 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,274,130 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,163 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,023,553 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,130 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258,239 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,545 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,244 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,645 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Membership Model | $1,426,632 |
| Administrative | $530,350 |
| Equipment-Audio/Visual | $527,007 |
| Commissions | $456,103 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,609 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,630,101 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,766,486 | BOYAmt |
| EOY | $1,466,693 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,540 | BOYAmt |
| EOY | $5,987,192 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,678,322 | BOYAmt |
| EOY | $979,943 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,197 | BOYAmt |
| EOY | $421,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,722,010 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,330,783 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,267 | BOYAmt |
| EOY | $1,391,227 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,881,422 | BOYAmt |
| EOY | $13,316,162 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,261 | BOYAmt |
| EOY | $1,307,920 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,543,495 | BOYAmt |
| EOY | $24,870,416 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,603,225 | BOYAmt |
| EOY | $7,879,483 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,351,083 | BOYAmt |
| EOY | $6,453,105 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,761,293 | BOYAmt |
| EOY | $1,773,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,715,601 | BOYAmt |
| EOY | $16,105,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,827,894 | BOYAmt |
| EOY | $8,764,639 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,827,894 | BOYAmt |
| EOY | $8,764,639 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,543,495 | BOYAmt |
| EOY | $24,870,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,248,831 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$400,002 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,414,422 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $372,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $226,993 | DepreciationAmt |
| Book Value | $145,508 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,349,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,103,790 | DepreciationAmt |
| Book Value | $1,245,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,391,227 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments Held for Deferred Compensation | Desc |
| Book Value | $1,307,920 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,307,920 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation Liability | $1,307,920 |
| Deferred Lease Obligation | $465,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,773,189 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | HFMA is exempt from federal income taxes under Section 501(c)(6) of the Internal Revenue Code. HFMA is subject to taxes on unrelated business income, which is generally HFMA's advertising revenue. Income tax expense associated with unrelated business income is reflected within the taxes expense line item on the consolidated statements of activities. The Association follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the Codification, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under this guidance, the Association may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the taxexempt status of the Association and various positions related to the potential sources of unrelated business income (UBI). The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. This guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes and accounting in interim periods. As of May 31, 2018 and 2017, the Association has no liability for unrecognized tax benefits. HFMA files Form 990 in the U.S. federal jurisdiction. With few exceptions, HFMA is no longer subject to examination by the Internal Revenue Service for fiscal years ended before May 31, 2015. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph J Fifer | ||||||||||||||
| President & CEO | $297,044 | $224,086 | $56,231 | $42,420 | $33,283 | $25,108 | $41,246 | $31,116 | $19,617 | $14,798 | $447,421 | $337,528 | $17,899 | $13,503 |
| Joyce Zimowski | ||||||||||||||
| SVP/CFO | $114,422 | $86,318 | $0 | $0 | $2,095 | $1,580 | $9,500 | $7,167 | $4,359 | $3,288 | $130,376 | $98,353 | $0 | $0 |
| Susan Brenkus | ||||||||||||||
| Senior VP People & Culture | $129,991 | $98,064 | $16,798 | $12,672 | $12,341 | $9,310 | $23,217 | $17,515 | $15,595 | $11,765 | $197,942 | $149,326 | $8,630 | $6,511 |
| Rick L Gundling | ||||||||||||||
| SVP Healthcare Financial Practices | $162,792 | $122,808 | $20,575 | $15,521 | $20,792 | $15,685 | $24,339 | $18,361 | $15,934 | $12,020 | $244,432 | $184,395 | $6,378 | $4,811 |
| Garth Jordan | ||||||||||||||
| Senior VP Corp Strategy | $170,856 | $128,891 | $19,765 | $14,911 | $1,621 | $1,223 | $23,303 | $17,580 | $19,307 | $14,565 | $234,852 | $177,170 | $0 | $0 |
| Daniel Verdon | ||||||||||||||
| VP Publications & Digital Content | $82,336 | $62,113 | $10,719 | $8,086 | $1,149 | $867 | $14,815 | $11,176 | $13,678 | $10,319 | $122,697 | $92,561 | $0 | $0 |
| Todd Nelson | ||||||||||||||
| VP Education, Org Solutions | $110,495 | $83,356 | $14,319 | $10,802 | $857 | $647 | $19,454 | $14,676 | $13,061 | $9,853 | $158,186 | $119,334 | $0 | $0 |
| William Casey | ||||||||||||||
| VP Business Development | $108,312 | $81,709 | $13,987 | $10,552 | $1,050 | $792 | $19,332 | $14,584 | $17,263 | $13,023 | $159,944 | $120,660 | $0 | $0 |
| Gregory D Baiocchi | ||||||||||||||
| Vice President IT (thru 8/15/17) | $78,592 | $59,288 | $19,042 | $14,365 | $76,728 | $57,882 | $17,625 | $13,296 | $13,864 | $10,458 | $205,851 | $155,289 | $31,002 | $23,387 |
| Richard Lucas | ||||||||||||||
| Director Channel Assets | $123,562 | $93,214 | $0 | $0 | $247 | $186 | $5,773 | $4,355 | $7,066 | $5,331 | $136,648 | $103,086 | $0 | $0 |
| Charles Alsdurf | ||||||||||||||
| Dir. Healthcare Fin. Policy Op. Init | $105,397 | $79,510 | $10,562 | $7,968 | $236 | $178 | $7,529 | $5,680 | $10,980 | $8,283 | $134,704 | $101,619 | $0 | $0 |
| Lorraine Schnelle | ||||||||||||||
| VP Learning-Professional Development | $101,134 | $76,294 | $10,184 | $7,683 | $1,160 | $875 | $11,461 | $8,646 | $18,150 | $13,692 | $142,089 | $107,190 | $0 | $0 |
| Edwin P Czopek | ||||||||||||||
| Former CFO | $102,497 | $77,322 | $25,728 | $19,409 | $186,278 | $140,526 | $23,233 | $17,527 | $17,219 | $12,990 | $354,955 | $267,774 | $64,737 | $48,837 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | HFMA has formal business policies and expense guidelines which govern travel, entertainment and business related expenditures. Expenditures are monitored against the formal policies. Total estimated cost for all employees is at $10,000. |
| Part I, Lines 4a-b | Line 4a: Gregory D. Baiocchi and Edwin P. Czopek have received severance payments that have been properly reported on Schedule J, Part II. Line 4b: The following individuals received contributions to their supplemental non-qualified retirement plan: Gregory D. Baiocchi - $20,665 Susan Brenkus - $23,960 William Casey - $19,950 Edwin P. Czopek - $25,889 Joseph Fifer - $53,462 Rick L. Gundling - $23,800 Todd Nelson - $19,919 Daniel Verdon - $15,289 Garth Jordan - $27,500 Joyce Zimowski - $16,667 Lorraine Schnelle - $6,833 The following individuals participated in, or received payment from, their supplemental non-qualified retirement plan: Gregory D. Baiocchi - $54,389 Susan Brenkus - $15,141 Edwin P. Czopek - $113,574 Joseph Fifer - $31,402 Rick L. Gundling - $11,189 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The organization has four classes of members: Regular member, Advanced member, National Life member, and a Student member. Each Regular member, Advanced member, and National Life member shall be entitled to one vote on each matter submitted to a vote of the members. Student members shall have no voting rights. |
| Form 990, Part VI, Section A, line 7a | A majority of the qualified members voting at each annual meeting shall elect the officers and directors of the organization. |
| Form 990, Part VI, Section A, line 7b | In addition to voting for officers and directors, and approving amendments to the bylaws, as provided under the HFMA bylaws, qualified HFMA members, by virtue of Illinois law, would be required to approve any decision by the board of directors to engage in the following corporate transactions: merger or consolidation; dissolution; the sale, lease, exchange of assets other than in the usual course of business; and amendment of the articles of incorporation. |
| Form 990, Part VI, Section B, line 11b | The Board of Directors has delegated responsibility for governance's review of the Form 990 to the Secretary/Treasurer who serves as a member of the Board of Directors, as a member of the Executive Committee and Chair of the Audit and Finance Committee. Members of the Board of Directors are provided with copies of the returns prior to the returns being filed. |
| Form 990, Part VI, Section B, line 12c | HFMA has a formal Board policy which directs the annual review and affirmation of the organization's Conflict of Interest policy and related guideline. |
| Form 990, Part VI, Section B, line 15 | HFMA uses an annual formal process for determining the annual compensation for the President/CEO and business executives. This process includes: use of independent outside business consultants; review and approval by a governing body or compensation committe; use and reference of compensation data for comparison of similiar qualified professionals in functionally comparable positions at similarly situated organizations; contemporaneous documentation and recordkeeping with respect to deliberations and decision regarding the compensation arrangement. |
| Form 990, Part VI, Section C, line 19 | The organization disclosed its IRS Form 990 tax documents and audited financial statements on its official HFMA website - www.HFMA.org. Copies of IRS Form 990 are supplied to outside inquries upon request. The organization also makes its Constitution, Bylaws, Code of Ethics and Mission statements available on its official website. |
| Form 990, Part XI, line 9: | Membership model and website redesign -1,426,632. Adjustment for Contractual Services to HFMEF 12,210. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healthcare Financial Management Association Educational Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Westbrook Corp Center Suite 600 | AddressLine1Txt |
| City | Westchester | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362544491 | EIN |
| Primary Activities | Foster/Increase financial management knowledge through education | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healthcare Financial Management Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HFMA Learning Solutions Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Westbrook Corporate Center Suite | AddressLine1Txt |
| City | Westchester | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364239827 | EIN |
| Primary Activities | Education media | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Healthcare Financial Management Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $159,804 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $236,033 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Healthcare Financial Management Association Educational Foundation | ||
| M | $4,718,649 | Accrual |
| Healthcare Financial Management Association Educational Foundation | ||
| S | $3,800,000 | Accrual |