Civic Intelligence

Healthcare Financial Management Association Educational Foundation

EIN 36-2544491 • 501(c)3 • Westchester, IL

Profile

To define, realize and advance the financial management of health care by helping members and others improve the business performance of organizations operating in or serving the healthcare field.

3 Westbrook Corporate Center No 6Westchester, IL 60154

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.21x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.72x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

91st percentile

$781,795

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-9.0%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$26,762,464

Down $70,000 (-0.3%) from 2020

Liabilities

Down

$2,058,200

Down $3,232,426 (-61%) from 2020

Net Assets

Up

$24,704,264

Up $3,162,426 (+15%) from 2020

Operations
Liabilities / Revenue73rd percentileNet Margin72nd percentile

Revenue

Down

$3,676,474

Down $4,328,374 (-54%) from 2020

Expenses

Down

$2,543,983

Down $5,933,634 (-70%) from 2020

Net Income

Up

$1,132,491

Up $1,605,260 (+340%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2017: $25,913,544Liabilities 2017: $8,579,738Net Assets 2017: $17,333,8062017Assets 2018: $28,808,541Liabilities 2018: $8,538,778Net Assets 2018: $20,269,7632018Assets 2019: $30,074,821Liabilities 2019: $8,599,576Net Assets 2019: $21,475,2452019Assets 2020: $26,832,464Liabilities 2020: $5,290,626Net Assets 2020: $21,541,8382020Assets 2021: $26,762,464Liabilities 2021: $2,058,200Net Assets 2021: $24,704,2642021

Highlighted filing

2021

Assets$26,762,464
Liabilities$2,058,200
Net Assets$24,704,264
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2017: $12,531,225Expenses 2017: $13,748,605Net Income 2017: -$1,217,3802017Revenue 2018: $12,223,847Expenses 2018: $9,401,627Net Income 2018: $2,822,2202018Revenue 2019: $12,164,758Expenses 2019: $10,201,302Net Income 2019: $1,963,4562019Revenue 2020: $8,004,848Expenses 2020: $8,477,617Net Income 2020: -$472,7692020Revenue 2021: $3,676,474Expenses 2021: $2,543,983Net Income 2021: $1,132,4912021

Highlighted filing

2021

Revenue$3,676,474
Expenses$2,543,983
Net Income$1,132,491
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$26,762,464
Liabilities
$2,058,200
Net assets
$24,704,264
Revenue
$3,676,474
Expenses
$2,543,983
Net income
$1,132,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$2.06$24.7$3.68$2.54$1.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$5.29$21.5$8.00$8.48$0.47
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$8.60$21.5$12.2$10.2$1.96
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$8.54$20.3$12.2$9.40$2.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$8.58$17.3$12.5$13.7$1.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 13, 2022
Return Version
2020v4.2
Gross Receipts
$3,475,431
Mission and Program Overview

Mission

To define, realize and advance the financial management of health care by helping members and others improve the business performance of organizations operating in or serving the healthcare field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,523,365$20,725,096▲ $3,201,731
Savings and Temporary Cash Investments$1,696,832$1,623,601▼ $73,231
Accounts Receivable$724,197$453,587▼ $270,610
Cash and Non-Interest-Bearing Accounts$617,363$224,092▼ $393,271
Prepaid Expenses and Deferred Charges$228,267$186,775▼ $41,492
Total Assets$26,832,464$26,762,464▼ $70,000
Other Assets Total$6,042,440$3,549,313▼ $2,493,127
Liabilities
Deferred Revenue$4,009,703$1,579,848▼ $2,429,855
Accounts Payable and Accrued Expenses$1,280,923$478,352▼ $802,571
Total Liabilities$5,290,626$2,058,200▼ $3,232,426
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,541,838$24,704,264▲ $3,162,426
Total Net Assets Fund Balance$21,541,838$24,704,264▲ $3,162,426
Total Liabilities and Net Assets / Fund Balance$26,832,464$26,762,464▼ $70,000

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,478,757--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph J FiferPresident & CEOPT$174,031$184,747$358,778
Rick L GundlingSVP Healthcare Financial PracticesPT$91,487$31,880$123,367
Garth JordanSVP Corporate Strategy (Until 08/20)PT$70,403$43,197$113,600
Susan BrenkusSVP People & Culture (Until 12/20)PT$85,863$18,445$104,308
Richard LucasDirector, Channel AssetsPT$96,199$5,419$101,618
Vincent LynnEnterprise Account ExecutivePT$92,168$8,435$100,603
Joyce ZimowskiSVP/CFOPT$80,956$17,579$98,535
William CaseySVP Business DevelopmentPT$71,261$26,986$98,247
Mary MirabelliSVP Content Strategy and DeliveryPT$75,885$17,832$93,717
Todd NelsonDirector, Partner RelationshipsPT$64,051$15,181$79,232
Suchita NagaleVP, IT (Until 09/20)PT$61,368$12,248$73,616
Charles AlsdurfDirector, HFPPT$61,419$8,243$69,662
Richard SchellenbegAccount ExcecutivePT$54,720$8,509$63,229

Board Members and Trustees

NameTitle
Tammie L GalindezChair-Elect
Michael M AllenChairman
Abby BirchDirector
Cindy PriceDirector
Colleen M BlyeDirector
James L HeffernanDirector
Jeffery T O'MalleyDirector
Margaret L SchulerDirector
Matthew E CoxDirector
Maureen A ClancyDirector
Mimi TaylorDirector
Aaron CraneNational Secretary
Dennis E DahlenNational Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,212,401
Investment Income
$1,180,197
Other Revenue
$283,876
Change in Net Assets
$1,132,491

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,362,218
Revenue Not Reported on Financial Statements
$314,256
Revenue Not Reported on Form 990
$2,029,935
Other Revenue Adjustments
$283,876
Total Revenue per Audited Statements
$5,392,153
Total Revenue per Form 990
$3,676,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,543,983
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$1,617,445$460,509-$2,077,954
Fees for Services Other$230,457--$230,457
Office Expenses$10,977$49,633-$60,610
Advertising$50,313--$50,313
Conferences and Meetings$40,585--$40,585
Fees for Services Accounting-$36,150-$36,150
Fees for Service Investment Mgmnt Fees-$30,380-$30,380
Travel$13,888$3,646-$17,534
Total Functional Expenses$1,963,665$580,318$0$2,543,983

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,543,983
Expenses per Audited Statements$2,229,727
Total Expenses per Audited Statements$2,229,727
Expenses Not Reported on Financial Statements$314,256
Other Expense Adjustments$283,876
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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. 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

“The Organization has a formal Board policy which directs the review and affirmation of the organization's Conflict of Interest policy and related guidelines. The policy is provided to new board members every three years.”

Form 990, Part VI, Section B, line 15

“The related organization, Healthcare Financial Management Association, 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 committee; use and reference of compensation data for comparison of similar 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's Governing Documents, Conflict of Interest Statement and Financial Statements are supplied to outside inquiries upon request.”

Form 990, Part VII, Section A:

“Reportable compensation in columns (D) and (E) is paid from a common paymaster, Healthcare Financial Management Association (EIN: 36-2318336). The compensation attributed to services for the filing organization is allocated to column (D).”

Filing and Contact Details

Filer

Filer Name
Healthcare Financial Management
EIN
36-2544491
Phone
7085319600
Address
3 Westbrook Corporate Center No 6, Westchester, IL 60154

Signing Officer

Name
Joseph Fifer
Title
President & CEO
Phone
7085319600
Signed
2022-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Fifer
Formed
1996
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Rsm US Llp
Address
30 S Wacker Drive Ste 3300, Chicago, IL 60606
Preparer
Rebekuh Eley
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“Due to the COVID-19 pandemic the live annual conference event was cancelled. Live events were transitioned to digital events during the year.”

Financial Statement Notes

Part X, Line 2:

“The Foundation 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 financial statements. Under this guidance, the Foundation 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 tax-exempt status of the Foundation and various positions related to the potential sources of unrelated business income (UBI). There were no unrecognized tax benefits identified or recorded as liabilities as of May 31, 2021 and 2020.”

Part XI, Line 4B - Other Adjustments:

“Recoveries of Bad Debt Expense”

Part XII, Line 4B - Other Adjustments:

“Recoveries of Bad Debt Expense”

Raw XML AppendixShowing 400 of 864 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2330726
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2427207
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2527203
IRS990/Form990PartVIISectionAGrp/PersonNm0Joseph J Fifer
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael M Allen
IRS990/Form990PartVIISectionAGrp/PersonNm2Tammie L Galindez
IRS990/Form990PartVIISectionAGrp/PersonNm3Aaron Crane
IRS990/Form990PartVIISectionAGrp/PersonNm4Dennis E Dahlen
IRS990/Form990PartVIISectionAGrp/PersonNm5Abby Birch
IRS990/Form990PartVIISectionAGrp/PersonNm6Colleen M Blye
IRS990/Form990PartVIISectionAGrp/PersonNm7James L Heffernan
IRS990/Form990PartVIISectionAGrp/PersonNm8Cindy Price
IRS990/Form990PartVIISectionAGrp/PersonNm9Jeffery T O'Malley
IRS990/Form990PartVIISectionAGrp/PersonNm10Maureen A Clancy
IRS990/Form990PartVIISectionAGrp/PersonNm11Margaret L Schuler
IRS990/Form990PartVIISectionAGrp/PersonNm12Mimi Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm13Matthew E Cox
IRS990/Form990PartVIISectionAGrp/PersonNm14Rick L Gundling
IRS990/Form990PartVIISectionAGrp/PersonNm15Susan Brenkus
IRS990/Form990PartVIISectionAGrp/PersonNm16Joyce Zimowski
IRS990/Form990PartVIISectionAGrp/PersonNm17Mary Mirabelli
IRS990/Form990PartVIISectionAGrp/PersonNm18William Casey
IRS990/Form990PartVIISectionAGrp/PersonNm19Garth Jordan
IRS990/Form990PartVIISectionAGrp/PersonNm20Suchita Nagale
IRS990/Form990PartVIISectionAGrp/PersonNm21Richard Lucas
IRS990/Form990PartVIISectionAGrp/PersonNm22Vincent Lynn
IRS990/Form990PartVIISectionAGrp/PersonNm23Todd Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm24Charles Alsdurf
IRS990/Form990PartVIISectionAGrp/PersonNm25Richard Schellenbeg
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt3National Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4National Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP Healthcare Financial Practices
IRS990/Form990PartVIISectionAGrp/TitleTxt15SVP People & Culture (Until 12/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17SVP Content Strategy and Delivery
IRS990/Form990PartVIISectionAGrp/TitleTxt18SVP Business Development
IRS990/Form990PartVIISectionAGrp/TitleTxt19SVP Corporate Strategy (Until 08/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP, IT (Until 09/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director, Channel Assets
IRS990/Form990PartVIISectionAGrp/TitleTxt22Enterprise Account Executive
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director, Partner Relationships
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director, HFP
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