Healthcare Financial Management Education Foundation Group Return (EIN 363920055) - 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

1968

Legal Domicile

Principal Officer

Shivam Sohan

Phone

7085319600

Tax Period

2024-06-01 to 2025-05-31

Healthcare Financial Management Education Foundation Group Return, founded in 1968, is a small nonprofit that reported $322K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

HFMA's primary purpose is to: 1.) foster and increase knowledge of and proficiency in healthcare financial management; 2.) conduct and participate in educational programs and activities concerning healthcare industry financial management; 3.) provide media for the interchange of ideas and dissemination of material relative to healthcare financial management; 4.) strengthen cooperation among individuals of varying disciplines in financial management; 5.) cooperate with healthcare institutions and related healthcare organizations and agencies and other interested groups in matters pertaining to financial management; and 6.) promote and encourage financial management standards of performance for individuals and institutions in various areas of healthcare financial management.

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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 (2024)

Revenue Breakdown

Contributions & Grants $165,000

Program Service Revenue $157,389

Investment Income $0

Other Revenue $0

TOTAL REVENUE $322,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $322,468

Other Expenses $333,872

TOTAL EXPENSES $333,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,389	$276,726	+0.2%
Expenses	$333,872	$282,341	+0.2%
Net Income	$-11,483	$-5,615	+1.0%

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

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
Shivam Sohan	President	5.00	Officer Director	$0	$0	$0
Alyson Belz	President-Elect	2.50	Officer Director	$0	$0	$0
Leah Amante	Vice President	5.00	Officer Director	$0	$0	$0
Robert Braun	Secretary	5.00	Officer Director	$0	$0	$0
Nicholas Rivera	Treasurer	5.00	Officer Director	$0	$0	$0
Andrew Weingartner	Past President (Voting)	2.50	Director	$0	$0	$0
Bob Arnold Jr	Director (Voting)	2.50	Director	$0	$0	$0
Nicholas DiBartolo	Director (Voting)	2.50	Director	$0	$0	$0
Gary Feder	Director (Voting)	2.50	Director	$0	$0	$0
Catherine Feeley	Director (Voting)	2.50	Director	$0	$0	$0
Stephanie Gerez	Director (Voting)	2.50	Director	$0	$0	$0
Jennifer Graves	Director (Voting)	2.50	Director	$0	$0	$0
Becky Greenfield	Director (Voting)	2.50	Director	$0	$0	$0
Matthew Kamien	Director (Voting)	2.50	Director	$0	$0	$0
Samer Oweis	Director (Voting)	2.50	Director	$0	$0	$0
Thaddeus Pyfrom	Director (Voting)	2.50	Director	$0	$0	$0
Rolando Tabora	Director (Voting)	2.50	Director	$0	$0	$0
Robin Ziegler	Director (Voting)	2.50	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	$322,389	$333,872	$66,235	$-11,483
2024	$276,726	$282,341	$71,784	$-5,615
2023	$303,391	$265,612	$74,689	$37,779
2022	$221,386	$216,493	$36,610	$4,893
2021	$23,799	$80,663	$31,917	$-56,864
2020	$79,848	$67,580	$88,581	$12,268
2019	$218,103	$301,205	$78,910	$-83,102
2018	$207,826	$272,722	$59,045	$-64,896

Healthcare Financial Management Education Foundation Group Return