HEMATOLOGYONCOLOGY PHARMACY ASSOCIATION INC (EIN 201044674) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

HEIDI D FINNES

Phone

4149189800

Tax Period

2023-01-01 to 2023-12-31

HEMATOLOGYONCOLOGY PHARMACY ASSOCIATION INC, founded in 2004, is a community nonprofit in the Diseases & Disorders sector that reported $6.5M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $6.1M left a modest 5% surplus.

Mission

TO SUPPORT PHARMACY PRACTITIONERS AND PROMOTE AND ADVANCE HEMATOLOGY/ONCOLOGY PHARMACY TO OPTIMIZE THE CARE OF INDIVIDUALS AFFECTED BY CANCER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,327,355

Program Service Revenue $3,897,324

Investment Income $233,341

Other Revenue $0

TOTAL REVENUE $6,458,020

Expense Breakdown

Grants Paid $184,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,946,113

Other Expenses $5,945,221

TOTAL EXPENSES $6,129,721

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,458,020	$5,600,875	+0.2%
Expenses	$6,129,721	$5,530,504	+0.1%
Net Income	$328,299	$70,371	+3.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEIDI D FINNES	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
LEANNE KENNEDY	PRESIDENT	5.00	Officer Director	$0	$0	$0
LARRY W BUIE	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
AMY SEUNG	TREASURER	5.00	Officer Director	$0	$0	$0
JASON BERGSBAKEN	DIRECTOR	3.00	Director	$0	$0	$0
SOL ATIENZA	DIRECTOR	3.00	Director	$0	$0	$0
AMBER P LAWSON	SECRETARY	3.00	Officer Director	$0	$0	$0
SHANNON HOUGH	DIRECTOR	3.00	Director	$0	$0	$0
LISA E DAVIS	DIRECTOR	3.00	Director	$0	$0	$0
EMILY MACKLER	DIRECTOR	3.00	Director	$0	$0	$0
ANDREA A IANNUCCI	DIRECTOR	3.00	Director	$0	$0	$0
JOLYNN SESSIONS	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$6,458,020	$6,129,721	$10,206,492	$328,299
2022	$5,600,875	$5,530,504	$8,270,362	$70,371
2021	$5,533,209	$3,619,048	$8,943,245	$1,914,161
2020	$5,714,816	$5,148,187	$7,488,231	$566,629
2019	$5,303,751	$5,138,524	$8,255,456	$165,227
2018	$5,132,031	$4,731,112	$6,785,644	$400,919

HEMATOLOGYONCOLOGY PHARMACY ASSOCIATION INC