HEREDITARY ANGIOEDEMA ASSOCIATION … - Form 990 Financial Data

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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

2005

Legal Domicile

Principal Officer

ANTHONY CASTALDO

Tax Period

2023-01-01 to 2023-12-31

HEREDITARY ANGIOEDEMA ASSOCIATION INC, founded in 2005, is a mid-sized nonprofit in the Health Care sector that reported $10.2M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 29% operating margin.

Program Service Accomplishments

Program 1

Expenses: $6,757,744 Revenue: $9,943,283

THE HAE ASSOCIATIONS OVERALL OBJECTIVE IS TO SAVE LIVES AND RAISE THE QUALITY OF LIFE FOR PATIENTS WITH THE RARE, DEBILITATING, AND POTENTIALLY FATAL RARE DISEASE HEREDITARY ANGEODEMA. WE PROVIDE...

THE HAE ASSOCIATIONS OVERALL OBJECTIVE IS TO SAVE LIVES AND RAISE THE QUALITY OF LIFE FOR PATIENTS WITH THE RARE, DEBILITATING, AND POTENTIALLY FATAL RARE DISEASE HEREDITARY ANGEODEMA. WE PROVIDE PATIENTS AND PHYSICIANS WITH ESSENTIAL, AUTHORITATIVE INFORMATION AIMED AT INCREASING DIAGNOSIS RATES AND HELPING PATIENTS FIND AN APPROPRIATE TREATMENT. WE OFFER AN ARRAY OF PROGRAMS, SERVICES, AND ACTIVITIES THAT INCLUDE CONTINUING MEDICAL EDUCATION, IN PERSON AND WEB BASED SEMINARS, PATIENT AND SCIENTIFIC CONFERENCES, SUPPORT GROUPS, AND INDIVIDUAL COUNSELING. THE HAEA WEBSITE AND EXTENSIVE SOCIAL MEDIA PRESENSE ENHANCES OUR ABILITY TO REACH AND DISSEMINATE INFORMATION TO THE PATIENT AND PHYSICIAN COMMUNITIES. WE ARE STAUNCH ADVOCATES FOR (1) PATIENT ACCESS TO AND SUFFICIENT INSURANCE REIMBURSEMENT FOR CURRENTLY AVAILABLE THERAPIES, AND (2) RESEARCH DIRECTED TOWARDS HELPING PATIENTS IMPROVE THEIR QUALITY OF LIFE AND, ULTIMATELY, FINDING A CURE. THE HAEA ALSO CONDUCTS NATIONAL PATIENT AND PHYSICIAN MEETINGS, AND OFFERS A VARIETY OF SERVICES TO INDIVIDUALS AND FAMILIES THAT INCLUDE PHYSICIAN AND CLINICAL TRIAL REFERRALS AND ASSISTANCE IN DEALING WITH DISEASE-RELATED EMERGENCIES.

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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 $9,943,283

Program Service Revenue $0

Investment Income $200,223

Other Revenue $56,643

TOTAL REVENUE $10,200,149

Expense Breakdown

Grants Paid $991,981

Salaries & Benefits $2,732,116

Fundraising Expenses $44,314

Program Expenses $6,757,744

Other Expenses $3,508,759

TOTAL EXPENSES $7,232,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,200,149	$7,898,783	+0.3%
Expenses	$7,232,856	$4,828,602	+0.5%
Net Income	$2,967,293	$3,070,181	0.0%

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

Volunteers

1000

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

$244,846

Total Directors

$467,719

Key Employees

$424,044

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY CASTALDO	CHAIRCHIEF EXECUTIVE OFFICER	40.00	Officer Director Highest	$244,846	$0	$244,846
MICHELLE CUEVAS	FORMER SENIOR EXECUTIVE VPCO	40.00		$241,122	$0	$241,122
LEIGH FARRAR	EXECUTIVE VPCHIEF FINANCIAL	40.00	Key Emp	$181,676	$0	$181,676
CHRISTINE SELVA	SENIOR DIRECTOR HEALTH & RESE	40.00	Key Emp	$170,873	$0	$170,873
LOIS PERRY	DIRECTOR	40.00	Director	$151,378	$0	$151,378
LARRY SALUS	TREASURERCHIEF COMPLIANCE OF	20.00	Director Key Emp	$71,495	$0	$71,495
DR ERIC PHILLIPS	DIRECTOR	2.00	Director	$0	$0	$0
HENRIK BALLE BOYSEN	PRESIDENT	20.00	Director	$0	$0	$0
KAREN BAIRD	DIRECTOR	2.00	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	$10,200,149	$7,232,856	$16,392,496	$2,967,293
2022	$7,898,783	$4,828,602	$11,968,085	$3,070,181
2021	$7,202,295	$4,691,232	$9,129,787	$2,511,063
2020	$6,151,608	$4,358,034	$6,970,847	$1,793,574
2019	$7,037,726	$6,170,030	$5,488,598	$867,696
2018	$5,254,430	$4,722,804	$4,652,710	$531,626

HEREDITARY ANGIOEDEMA ASSOCIATION INC