Civic Intelligence

Health Care Administrators Association

EIN 95-3642817 • 501(c)6 • St Louis, MO

Profile

To improve the quality and cost effectiveness of health care administration by promoting education, information and the exchange of ideas.

1015 Grupp Rd 31373St Louis, MO 63131

hcaa.org

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.33x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.34x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

4.3%

Higher net margin than 50% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$220,007

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

3.2%

Faster asset growth than 43% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

2.7%

Faster revenue growth than 41% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,356,509

Up $73,752 (+3.2%) from 2023

Liabilities

Down

$768,434

Down $23,007 (-2.9%) from 2023

Net Assets

Up

$1,588,075

Up $96,759 (+6.5%) from 2023

Revenue

Up

$2,244,199

Up $59,250 (+2.7%) from 2023

Expenses

Up

$2,147,440

Up $382,981 (+22%) from 2023

Net Income

Down

$96,759

Down $323,731 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $962,221Liabilities 2012: $324,939Net Assets 2012: $637,2822012Assets 2013: $909,068Liabilities 2013: $227,629Net Assets 2013: $681,4392013Assets 2014: $876,535Liabilities 2014: $249,308Net Assets 2014: $627,2272014Assets 2015: $755,875Liabilities 2015: $240,049Net Assets 2015: $515,8262015Assets 2016: $811,911Liabilities 2016: $338,243Net Assets 2016: $473,6682016Assets 2017: $959,704Liabilities 2017: $482,066Net Assets 2017: $477,6382017Assets 2018: $1,429,456Liabilities 2018: $698,755Net Assets 2018: $730,7012018Assets 2019: $1,615,281Liabilities 2019: $585,553Net Assets 2019: $1,029,7282019Assets 2020: $1,208,576Liabilities 2020: $171,892Net Assets 2020: $1,036,6842020Assets 2021: $1,508,061Liabilities 2021: $636,545Net Assets 2021: $871,5162021Assets 2022: $1,821,259Liabilities 2022: $750,433Net Assets 2022: $1,070,8262022Assets 2023: $2,282,757Liabilities 2023: $791,441Net Assets 2023: $1,491,3162023Assets 2024: $2,356,509Liabilities 2024: $768,434Net Assets 2024: $1,588,0752024

Highlighted filing

2024

Assets$2,356,509
Liabilities$768,434
Net Assets$1,588,075

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $629,3142012Expenses 2013: $649,8022013Revenue 2014: $689,925Expenses 2014: $744,137Net Income 2014: -$54,2122014Revenue 2015: $714,785Expenses 2015: $826,186Net Income 2015: -$111,4012015Revenue 2016: $800,021Expenses 2016: $842,179Net Income 2016: -$42,1582016Revenue 2017: $537,574Expenses 2017: $415,360Net Income 2017: $122,2142017Revenue 2018: $1,382,792Expenses 2018: $1,129,729Net Income 2018: $253,0632018Revenue 2019: $1,644,632Expenses 2019: $1,345,605Net Income 2019: $299,0272019Revenue 2020: $1,334,004Expenses 2020: $1,327,048Net Income 2020: $6,9562020Revenue 2021: $754,549Expenses 2021: $919,717Net Income 2021: -$165,1682021Revenue 2022: $1,828,513Expenses 2022: $1,629,203Net Income 2022: $199,3102022Revenue 2023: $2,184,949Expenses 2023: $1,764,459Net Income 2023: $420,4902023Revenue 2024: $2,244,199Expenses 2024: $2,147,440Net Income 2024: $96,7592024

Highlighted filing

2024

Revenue$2,244,199
Expenses$2,147,440
Net Income$96,759

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.77$1.59$2.24$2.15$0.10
2023Summary only. Only limited summary data is available for this year.$2.28$0.79$1.49$2.18$1.76$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.75$1.07$1.83$1.63$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.64$0.87$0.75$0.92$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.17$1.04$1.33$1.33$0.01
2019Summary only. Only limited summary data is available for this year.$1.62$0.59$1.03$1.64$1.35$0.30
2018Summary only. Only limited summary data is available for this year.$1.43$0.70$0.73$1.38$1.13$0.25
2017Summary only. Only limited summary data is available for this year.$0.96$0.48$0.48$0.54$0.42$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.34$0.47$0.80$0.84$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.24$0.52$0.71$0.83$0.11
2014Summary only. Only limited summary data is available for this year.$0.88$0.25$0.63$0.69$0.74$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.23$0.68$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.32$0.64$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Gross Receipts
$2,244,199
Mission and Program Overview

Mission

To improve the quality, sustainability and value of self-funding and health care benefit administration.

To provide educational and networking opportunities for health care benefit administrators and their self funded industry vendor partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,116,109$2,224,050▲ $107,941
Prepaid Expenses and Deferred Charges$142,575$119,348▼ $23,227
Accounts Receivable$24,073$13,111▼ $10,962
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,282,757$2,356,509▲ $73,752
Other Assets Total-$0-
Liabilities
Deferred Revenue$755,750$691,150▼ $64,600
Accounts Payable and Accrued Expenses$35,691$77,284▲ $41,593
Total Liabilities$791,441$768,434▼ $23,007
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,491,316$1,588,075▲ $96,759
Total Net Assets Fund Balance$1,491,316$1,588,075▲ $96,759
Total Liabilities and Net Assets / Fund Balance$2,282,757$2,356,509▲ $73,752
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carol BerryCEOFT$220,007$220,007

Board Members and Trustees

NameTitle
Kirti MutatkarPresident
Jeff WalterVice President
Carol AdamsDirector
Carolyn JarschkeDirector
Caryn RasnickDirector
Julie MuellerDirector
Julie WohlsteinDirector
Michael ClaytonDirector
Michelle BounceDirector
Ernie ClevengerImmed Past Pres
Matthew BurghardtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,202,247
Investment Income
$41,452
Other Revenue
$500
Change in Net Assets
$96,759

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,244,199
Total Revenue per Audited Statements
$2,244,199
Total Revenue per Form 990
$2,244,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,560,261
Salaries, Compensation, and Employee Benefits$577,125
Grants and Similar Amounts Paid$10,054
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$763,297
Other Salaries and Wages---$320,027
Current Officers, Directors, Trustees, and Key Employees---$220,007
Advertising---$215,138
Fees for Services Other---$56,317
Travel---$42,831
Payroll Taxes---$37,091
Fees for Services Management---$34,837
Office Expenses---$31,647
Other Expenses---$31,184
Fees for Services Legal---$17,898
All Other Expenses---$15,494
Insurance---$15,063
Grants to Domestic Orgs---$10,054
Fees for Services Accounting---$9,250
Total Functional Expenses$0$0$0$2,147,440

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,147,440
Total Expenses per Audited Statements$2,147,440
Total Expenses per Form 990$2,147,440
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization has delegated all financial functions to the ceo and staff.

Form 990, Part VI, Section A, Line 6

Any business entity, including sole proprietorships, or individuals meeting the membership requirements set forth below shall be elgible to apply to become a member of the association. The board of directors, which shall act on all membership applications, may, from time to time, establish dues, assessments, fees, and other conditions of membership. Each voting member shall designate in writing one individual who shall be entitled to cast the member's vote.there are the following classes of membership:regular member: any business entity regularly engaged in third party administration of health care benefit plans, including fsa, cobra, hra and hsa shall be elgible to apply to become a regular member of the association.affiliate member: any business entity, including pbms, engaged in providing supporting services or products to entities elgible for membership in the association shall be elgible to apply to become an affiliate member of the association.plan sponsors: plan sponsors who are not involved in the business of administration shall be elgible to apply to become a member of the association. Plan sponsor members are elgible to attend hcaa events at the regular member rates.emeritus member: any individual who was employed by or affiliated with a tpa member or an affilaite member and active in the affairs of the association for at least 5 years, as determined by the board of directors, or who has retired from the active practice of third party administration, or its support, shall be elgible to apply to become an emeritus member of the association.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed and approved by the board prior to filing.

Form 990, Part VI, Section B, Line 12C

All conflicting interests are fully disclosed by the board of directors. The person with the conflict of interest is excluded from the discussion and approval of such transaction. A competitive bid or comparable valuation is completed on the transaction. The board (excluding the person with the conflict) determines if the transaction is in the best interest of the organization.

Form 990, Part VI, Section B, Line 15A

The ceo's compensation is reviewed as part of the association's strategic planning and budget process and the budget is reviewed and approved by the full board. Comparable salary data is provided by the management company and legal counsel. The compensation review is made on an annual basis.

Form 990, Part VI, Section C, Line 19

The articles of incorporation, bylaws, and conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Health Care Administrators Association
EIN
95-3642817
Phone
8886371605
Address
1015 Grupp Rd 31373, St Louis, MO 63131

Signing Officer

Name
Matthew Burghardt
Title
Treasurer
Signed
2025-06-04
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
20

Preparer

Firm
Barnes Givens & Barnes Ltd
Address
200 E Evergreen Ave Suite 117, Mount Prospect, IL 60056
Preparer
William J Barnes
Phone
2247642442
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The organization had no uncertain tax positions.

Raw XML AppendixShowing 400 of 434 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/MissionDesc0TO IMPROVE THE QUALITY, SUSTAINABILITY AND VALUE OF SELF-FUNDING AND HEALTH CARE BENEFIT ADMINISTRATION.
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IRS990/NondeductibleContriDisclInd0true
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IRS990/OtherExpensesGrp/Desc1NETWORK SUPPORT
IRS990/OtherExpensesGrp/Desc2Merchant and bank charges
IRS990/OtherExpensesGrp/Desc3Strategic planning retreat
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IRS990/OtherExpensesGrp/TotalAmt176279
IRS990/OtherExpensesGrp/TotalAmt269585
IRS990/OtherExpensesGrp/TotalAmt331184
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IRS990/ProgramServiceRevenueGrp/Desc2EVENT REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc3Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc4SPONSORSHIPS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2929200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3288000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4843700
IRS990/ProgSrvcAccomActy2Grp/Desc0TPA SUMMIT: AN ANNUAL CONFERENCE PROGRAM FOCUSING ON THE INFORMATION AND PROCESS NEEDS AND CHALLENGES OF BENEFIT ADMINISTRATORS AND THE SELF-FUNDED INDUSTRY.
IRS990/ProgSrvcAccomActy3Grp/Desc0CERTIFIED SELF FUNDING SPECIALIST: A DESIGNATION PROGRAM CREATED BY THE ORGANIZATION AND DEVELOPED AS AN EDUCATIONAL PROGRAM DESIGNED FOR BROKERS AND CONSULTANTS IN THE HEALTH CARE INDUSTRY TO ENHANCE AWARENESS AND KNOWLEDGE ABOUT SELF FUNDING. THE PROGRAM IS DESIGNED TO AFFORD STUDENTS A BASIC KNOWLEDGE ABOUT SELF FUNDING AND ITS COMPONENTS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0WEBINARS: PROVIDES THE OPPORTUNITY FOR MEMBERS AND THE PUBLIC TO PARTICIPATE IN WEBINARS ON TIMELY SUBJECTS IMPORTANT TO THE HEALTH CARE INDUSTRY.
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IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalRevenuePerForm990Amt02244199
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CAROL BERRY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DELEGATED ALL FINANCIAL FUNCTIONS TO THE CEO AND STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY BUSINESS ENTITY, INCLUDING SOLE PROPRIETORSHIPS, OR INDIVIDUALS MEETING THE MEMBERSHIP REQUIREMENTS SET FORTH BELOW SHALL BE ELGIBLE TO APPLY TO BECOME A MEMBER OF THE ASSOCIATION. THE BOARD OF DIRECTORS, WHICH SHALL ACT ON ALL MEMBERSHIP APPLICATIONS, MAY, FROM TIME TO TIME, ESTABLISH DUES, ASSESSMENTS, FEES, AND OTHER CONDITIONS OF MEMBERSHIP. EACH VOTING MEMBER SHALL DESIGNATE IN WRITING ONE INDIVIDUAL WHO SHALL BE ENTITLED TO CAST THE MEMBER'S VOTE.THERE ARE THE FOLLOWING CLASSES OF MEMBERSHIP:REGULAR MEMBER: ANY BUSINESS ENTITY REGULARLY ENGAGED IN THIRD PARTY ADMINISTRATION OF HEALTH CARE BENEFIT PLANS, INCLUDING FSA, COBRA, HRA AND HSA SHALL BE ELGIBLE TO APPLY TO BECOME A REGULAR MEMBER OF THE ASSOCIATION.AFFILIATE MEMBER: ANY BUSINESS ENTITY, INCLUDING PBMS, ENGAGED IN PROVIDING SUPPORTING SERVICES OR PRODUCTS TO ENTITIES ELGIBLE FOR MEMBERSHIP IN THE ASSOCIATION SHALL BE ELGIBLE TO APPLY TO BECOME AN AFFILIATE MEMBER OF THE ASSOCIATION.PLAN SPONSORS: PLAN SPONSORS WHO ARE NOT INVOLVED IN THE BUSINESS OF ADMINISTRATION SHALL BE ELGIBLE TO APPLY TO BECOME A MEMBER OF THE ASSOCIATION. PLAN SPONSOR MEMBERS ARE ELGIBLE TO ATTEND HCAA EVENTS AT THE REGULAR MEMBER RATES.EMERITUS MEMBER: ANY INDIVIDUAL WHO WAS EMPLOYED BY OR AFFILIATED WITH A TPA MEMBER OR AN AFFILAITE MEMBER AND ACTIVE IN THE AFFAIRS OF THE ASSOCIATION FOR AT LEAST 5 YEARS, AS DETERMINED BY THE BOARD OF DIRECTORS, OR WHO HAS RETIRED FROM THE ACTIVE PRACTICE OF THIRD PARTY ADMINISTRATION, OR ITS SUPPORT, SHALL BE ELGIBLE TO APPLY TO BECOME AN EMERITUS MEMBER OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED AND APPROVED BY THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL CONFLICTING INTERESTS ARE FULLY DISCLOSED BY THE BOARD OF DIRECTORS. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. A COMPETITIVE BID OR COMPARABLE VALUATION IS COMPLETED ON THE TRANSACTION. THE BOARD (EXCLUDING THE PERSON WITH THE CONFLICT) DETERMINES IF THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CEO'S COMPENSATION IS REVIEWED AS PART OF THE ASSOCIATION'S STRATEGIC PLANNING AND BUDGET PROCESS AND THE BUDGET IS REVIEWED AND APPROVED BY THE FULL BOARD. COMPARABLE SALARY DATA IS PROVIDED BY THE MANAGEMENT COMPANY AND LEGAL COUNSEL. THE COMPENSATION REVIEW IS MADE ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
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IRS990/USAddress/AddressLine1Txt01015 Grupp Rd 31373

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