Civic Intelligence

Healthcare Data and Analytics

EIN 81-2871421 • 501(c)6 • Gorham, ME

Profile

The mission of healthcare data and analytics association is to facilitate greater use of analytical information systems that help lower healthcare costs, improve the quality of health care and improve patient satisfaction and safety. Healthcare data and analytics also strives to advance the state of healthcare data warehousing and analytics.

179 Sebago Lake RdGorham, ME 04038

www.hda2.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.02x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

25%

Higher net margin than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

81st percentile

26%

Faster revenue growth than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$332,509

Up $62,078 (+23%) from 2023

Liabilities

Down

$6,769

Down $52,439 (-89%) from 2023

Net Assets

Up

$325,740

Up $114,517 (+54%) from 2023

Revenue

Up

$449,343

Up $103,693 (+30%) from 2023

Expenses

Down

$334,826

Down $48,458 (-13%) from 2023

Net Income

Up

$114,517

Up $152,151 (+404%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2017: $151,551Liabilities 2017: $4,677Net Assets 2017: $146,8742017Assets 2020: $304,497Liabilities 2020: $71,642Net Assets 2020: $232,8552020Assets 2021: $174,845Net Assets 2021: $174,8452021Assets 2022: $263,725Liabilities 2022: $14,868Net Assets 2022: $248,8572022Assets 2023: $270,431Liabilities 2023: $59,208Net Assets 2023: $211,2232023Assets 2024: $332,509Liabilities 2024: $6,769Net Assets 2024: $325,7402024

Highlighted filing

2024

Assets$332,509
Liabilities$6,769
Net Assets$325,740

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $223,860Expenses 2017: $180,678Net Income 2017: $43,1822017Revenue 2020: $0Expenses 2020: $76,704Net Income 2020: -$76,7042020Revenue 2021: $15,500Expenses 2021: $73,510Net Income 2021: -$58,0102021Revenue 2022: $283,225Expenses 2022: $209,213Net Income 2022: $74,0122022Revenue 2023: $345,650Expenses 2023: $383,284Net Income 2023: -$37,6342023Revenue 2024: $449,343Expenses 2024: $334,826Net Income 2024: $114,5172024

Highlighted filing

2024

Revenue$449,343
Expenses$334,826
Net Income$114,517

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$449,343
Mission and Program Overview

Mission

The mission of healthcare data and analytics association is to facilitate greater use of analytical information systems that help lower healthcare costs, improve the quality of health care and improve patient satisfaction and safety. Healthcare data and analytics also strives to advance the state of healthcare data warehousing and analytics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$176,314$316,374▲ $140,060
Prepaid Expenses and Deferred Charges-$10,935-
Accounts Receivable$94,117$5,200▼ $88,917
Total Assets$270,431$332,509▲ $62,078
Liabilities
Accounts Payable and Accrued Expenses$59,208$6,769▼ $52,439
Total Liabilities$59,208$6,769▼ $52,439
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$211,223$325,740▲ $114,517
Total Net Assets Fund Balance$211,223$325,740▲ $114,517
Total Liabilities and Net Assets / Fund Balance$270,431$332,509▲ $62,078
Compensation and Service Providers

Board Members and Trustees

NameTitle
ALICIA D'EMPAIREChair
Ryan SousaVice Chair
Stu GardosVice Chair
Audrey SchmidtBoard Member
Chris DonovanBoard Member
Christopher HutchinsBoard Member
John ProctorBoard Member
Kelly MaccarrollBoard Member
Kerri WebsterBoard Member
Kevin MooneyBoard Member
Lynsie DaleyBoard Member
Roopa FouglerBoard Member
Wendy SoetheBoard Member
Kristine MitchellSecretary
Leslie KianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,750
Program Service Revenue
$396,593
Investment Income
$0
Other Revenue
$0
All Other Contributions
$52,750
Change in Net Assets
$114,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,826
Total Fundraising Expense$110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$99,044--$99,044
Fees for Services Other$42,523$40,293$110$82,926
Information Technology$30,607--$30,607
Fees for Services Legal-$17,103-$17,103
Travel$11,109--$11,109
Office Expenses$3,914$1,000-$4,914
Fees for Services Accounting-$3,480-$3,480
Insurance-$1,970-$1,970
Advertising$1,819--$1,819
Other Expenses$1,567$34-$1,601
All Other Expenses$811$371-$1,182
Total Functional Expenses$270,374$64,342$110$334,826
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
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization reviews the form 990 before it is filed. The organization's operations manager and treasurer review the form in detail for accuracy and completeness. A copy of the form 990 is also provided to the full board for review before it is filed.

Form 990, Page 6, Part VI, Line 12C

In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts to the directors and committee members. After disclosure, the interested person shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. The interested person may make a presentation to the board or committee, but shall leave the meeting during the discussion of and vote of the transaction or arrangement involving the potential conflict of interest. The board shall determine whether it is appropriate to investigate alternatives to the proposed arrangement with reasonable efforts to obtain a more advantageous arrangement from a person that would not give rise to a conflict of interest. All officers and directors are required to annually disclose all potential conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

The operations manager's compensation is determined by the organization's board of directors, independent from the operations manager. The operations manager is not allowed to vote on this issue. The level of compensation was determined with reference to compensation paid to similar contractors for similar services provided, salary surveys, and similar comparability data. The deliberation and determination of the operation manager's compensation is contemporaneously documented in board minutes and the approved budget.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents and financial statements are available upon written request to the organization's address.

Filing and Contact Details

Filer

Filer Name
Healthcare Data and Analytics
EIN
81-2871421
Phone
2072325286
Address
179 SEBAGO LAKE RD, GORHAM, ME 04038

Signing Officer

Name
Eric Anderson
Title
Executive Director
Phone
2072325286
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Anderson
Formed
2016
Legal Domicile
Ut
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
300

Preparer

Firm
Bountiful Peak Advisors
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Shalaun T Howell CPA
Phone
8012943155
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of healthcare data and analytics association is to facilitate greater use of analytical information systems that help lower healthcare costs, improve the quality of health care and improve patient satisfaction and safety. Healthcare data and analytics also strives to advance the state of healthcare data warehousing and analytics.

Form 990

During 2024, the organization changed from a 501(c)(6) to a 501(c)(3) public charity status 509(a)(2). The effective date of 501(c)(3) exemption is november 25, 2024. The organization is being reported on this return under its new status.

Form 990, Page 2, Part III, Line 4A

Annual conference the organization hosted the healthcare data and analytics association conference, was attended by 357 people. The conference consisted of keynote speakers, presentations offered in a set of multiple tracks with a total of 29 presentations, 23 posters, 3 panels, and 13 roundtables. Improvements to the conference this year included bringing conference management in-house and implementation of a mobile app for better attendee experience in managing their schedules. Many volunteers assisted with the conference providing presentations, moderation, logistics, technical support, registration support, and other services. Conference presentations and posters are available for viewing on the organization's website for all hdaa members.

Form 990, Part IX, Line 11G

Other contract labor 21,915 7,583 0 operations contract 9,498 18,108 110 programs contract 11,110 14,602 0 total 42,523 40,293 110

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IRS990/OtherExpensesGrp/Desc2LICENSE AND DUES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION'S SPECIAL INTEREST GROUPS AND TOWN HALLS HELD 13 SESSIONS WITH 1,697 REGISTRATIONS. ADDITIONAL PROGRAM INITIATIVES INCLUDED A DFW CHAPTER, PUBLIC SPEAKING FOR ANALYTIC THINKERS, AND CANADA SIG.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF HEALTHCARE DATA AND ANALYTICS ASSOCIATION IS TO FACILITATE GREATER USE OF ANALYTICAL INFORMATION SYSTEMS THAT HELP LOWER HEALTHCARE COSTS, IMPROVE THE QUALITY OF HEALTH CARE AND IMPROVE PATIENT SATISFACTION AND SAFETY. HEALTHCARE DATA AND ANALYTICS ALSO STRIVES TO ADVANCE THE STATE OF HEALTHCARE DATA WAREHOUSING AND ANALYTICS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING 2024, THE ORGANIZATION CHANGED FROM A 501(C)(6) TO A 501(C)(3) PUBLIC CHARITY STATUS 509(A)(2). THE EFFECTIVE DATE OF 501(C)(3) EXEMPTION IS NOVEMBER 25, 2024. THE ORGANIZATION IS BEING REPORTED ON THIS RETURN UNDER ITS NEW STATUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL CONFERENCE THE ORGANIZATION HOSTED THE HEALTHCARE DATA AND ANALYTICS ASSOCIATION CONFERENCE, WAS ATTENDED BY 357 PEOPLE. THE CONFERENCE CONSISTED OF KEYNOTE SPEAKERS, PRESENTATIONS OFFERED IN A SET OF MULTIPLE TRACKS WITH A TOTAL OF 29 PRESENTATIONS, 23 POSTERS, 3 PANELS, AND 13 ROUNDTABLES. IMPROVEMENTS TO THE CONFERENCE THIS YEAR INCLUDED BRINGING CONFERENCE MANAGEMENT IN-HOUSE AND IMPLEMENTATION OF A MOBILE APP FOR BETTER ATTENDEE EXPERIENCE IN MANAGING THEIR SCHEDULES. MANY VOLUNTEERS ASSISTED WITH THE CONFERENCE PROVIDING PRESENTATIONS, MODERATION, LOGISTICS, TECHNICAL SUPPORT, REGISTRATION SUPPORT, AND OTHER SERVICES. CONFERENCE PRESENTATIONS AND POSTERS ARE AVAILABLE FOR VIEWING ON THE ORGANIZATION'S WEBSITE FOR ALL HDAA MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REVIEWS THE FORM 990 BEFORE IT IS FILED. THE ORGANIZATION'S OPERATIONS MANAGER AND TREASURER REVIEW THE FORM IN DETAIL FOR ACCURACY AND COMPLETENESS. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE FULL BOARD FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND COMMITTEE MEMBERS. AFTER DISCLOSURE, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR COMMITTEE, BUT SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND VOTE OF THE TRANSACTION OR ARRANGEMENT INVOLVING THE POTENTIAL CONFLICT OF INTEREST. THE BOARD SHALL DETERMINE WHETHER IT IS APPROPRIATE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT WITH REASONABLE EFFORTS TO OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT FROM A PERSON THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OPERATIONS MANAGER'S COMPENSATION IS DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS, INDEPENDENT FROM THE OPERATIONS MANAGER. THE OPERATIONS MANAGER IS NOT ALLOWED TO VOTE ON THIS ISSUE. THE LEVEL OF COMPENSATION WAS DETERMINED WITH REFERENCE TO COMPENSATION PAID TO SIMILAR CONTRACTORS FOR SIMILAR SERVICES PROVIDED, SALARY SURVEYS, AND SIMILAR COMPARABILITY DATA. THE DELIBERATION AND DETERMINATION OF THE OPERATION MANAGER'S COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN BOARD MINUTES AND THE APPROVED BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER CONTRACT LABOR 21,915 7,583 0 OPERATIONS CONTRACT 9,498 18,108 110 PROGRAMS CONTRACT 11,110 14,602 0 TOTAL 42,523 40,293 110
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
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ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02072325286
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTHCARE DATA AND ANALYTICS
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