HCA EDUCATION AND RESEARCH (EIN 222202901) - 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

1978

Legal Domicile

Principal Officer

ALFREDO CARDILLO

Phone

5184268764

Tax Period

2025-01-01 to 2025-12-31

HCA EDUCATION AND RESEARCH, founded in 1978, is a community nonprofit in the Health Care sector that reported $2.0M in total revenue in fiscal year 2025. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO DEVELOP EDUCATION & PROGRAMS TO SUPPORT IN-HOME HEALTH CARE AND RELATED SERVICES NEEDED TO MAINTAIN PEOPLE IN THEIR COMMUNITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,400,000

Program Service Revenue $349,034

Investment Income $273,538

Other Revenue $0

TOTAL REVENUE $2,022,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,144,969

Other Expenses $2,299,580

TOTAL EXPENSES $2,299,580

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,022,572	$4,651,885	-0.6%
Expenses	$2,299,580	$2,290,718	+0.0%
Net Income	$-277,008	$2,361,167	-1.1%

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

N/A

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

$278,875

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALFREDO CARDILLO	PRESIDENT -	40.00	Key Emp	$0	$30,875	$278,875
AMY BOWERMAN	DIRECTOR	0.50	Director	$0	$0	$0
ANDREA BROWN	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER BRULLO	SECRETARY	0.50	Officer Director	$0	$0	$0
ROCHELLE EGGLETON	DIRECTOR	0.50	Director	$0	$0	$0
ELVIRA FARDELLA-ROVETO FNP	DIRECTOR	0.50	Director	$0	$0	$0
MARY FRAWLEY	DIRECTOR	0.50	Director	$0	$0	$0
BRIDGET GALLAGHER	DIRECTOR	0.50	Director	$0	$0	$0
MARIANNE GRADY	DIRECTOR	0.50	Director	$0	$0	$0
LISA GREISLER	VICE CHAIRPE	0.50	Officer Director	$0	$0	$0
NATHANIEL JONES	DIRECTOR	0.50	Director	$0	$0	$0
WALTER KALTENBACH	DIRECTOR	0.50	Director	$0	$0	$0
ORAEL KEENAN	DIRECTOR	0.50	Director	$0	$0	$0
ANDREA LAZAREK-LAQUAY	DIRECTOR	0.50	Director	$0	$0	$0
RUSSEL LUSAK	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
THOMAS CAPRIO MD	DIRECTOR	0.50	Director	$0	$0	$0
MICHELLE MAZZACCO	DIRECTOR	0.50	Director	$0	$0	$0
LYNNE MOORE	DIRECTOR	0.50	Director	$0	$0	$0
BERNHARD SCHIEL	DIRECTOR	0.50	Director	$0	$0	$0
SUE ELLEN STUART	DIRECTOR	0.50	Director	$0	$0	$0
SUZANNE TURCHETTI	TREASURER	0.50	Officer Director	$0	$0	$0
MAUREEN WHITE	DIRECTOR	0.50	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
2025	$2,022,572	$2,299,580	$5,654,759	$-277,008
2024	$4,651,885	$2,290,718	$5,867,366	$2,361,167
2023	$667,280	$2,419,850	$3,422,465	$-1,752,570
2022	$1,975,491	$1,903,262	$5,101,960	$72,229
2021	$2,942,735	$843,802	$5,341,431	$2,098,933
2020	$1,588,595	$1,155,005	$3,069,005	$433,590
2019	$851,392	$617,133	$2,101,200	$234,259
2018	$906,590	$638,502	$1,789,628	$268,088

HCA EDUCATION AND RESEARCH