HEMOPHILIA FEDERATION OF AMERICA (EIN 721282316) - 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

1994

Legal Domicile

Principal Officer

DANIEL KELSEY

Phone

2026756984

Tax Period

2024-01-01 to 2024-12-31

HEMOPHILIA FEDERATION OF AMERICA, founded in 1994, is a community nonprofit in the Health Care sector that reported $4.5M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $4.0M left a modest 11% surplus.

Mission

SEE PART III, LINE 1.

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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 $766,135

Program Service Revenue $3,536,874

Investment Income $207,550

Other Revenue $419

TOTAL REVENUE $4,510,978

Expense Breakdown

Grants Paid $175,435

Salaries & Benefits $2,036,185

Fundraising Expenses $228,899

Program Expenses $2,966,474

Other Expenses $1,821,453

TOTAL EXPENSES $4,033,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,510,978	$5,110,030	-0.1%
Expenses	$4,033,073	$5,927,594	-0.3%
Net Income	$477,905	$-817,564	-1.6%

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

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

$233,658

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCAS RUNION	CHAIR	3.00	Officer Director	$0	$0	$0
DIANE LIMA	VICE-CHAIR (START 4/24)	3.00	Officer Director	$0	$0	$0
THOMAS WALLACE	TREASURER	2.00	Officer Director	$0	$0	$0
ANNE-LOUISE WIRTHLIN	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNNE CAPRETTO	DIRECTOR AND MOAC LIAISON	1.00	Director	$0	$0	$0
SHANTHI HEGDE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HUSKIE	DIRECTOR	1.00	Director	$0	$0	$0
RENITA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY LACY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL MIKKOLA	DIRECTOR	1.00	Director	$0	$0	$0
GENEVA OSTEEN	DIRECTOR (START 4/24)	1.00	Director	$0	$0	$0
JOE PUGLIESE	DIRECTOR (START 4/24)	1.00	Director	$0	$0	$0
PATRICIA SCHAKE	DIRECTOR (START 4/24)	1.00	Director	$0	$0	$0
KAILEY TOWNSEND	DIRECTOR (START 4/24)	1.00	Director	$0	$0	$0
DANIEL KELSEY	PRESIDENT AND CEO	40.00	Officer	$210,526	$23,132	$233,658
TRACY CLEGHORN	PAST CHAIR	1.00	Officer	$0	$0	$0
NASSIM GALE	VP OF COMMUNICATIONS	40.00	Highest	$108,836	$12,620	$121,456
PATRICIA BROWN	VP OF MEETINGS, SERVICES AND DEI	40.00	Highest	$112,660	$7,883	$120,543
JANET CHUPKA	VP OF EDUCATION	40.00	Highest	$106,279	$7,036	$113,315
DAVE ROGERS	VP OF DEVELOPMENT	40.00	Highest	$102,644	$7,214	$109,858

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	$4,510,978	$4,033,073	$7,886,811	$477,905
2023	$5,110,030	$5,927,594	$7,762,326	$-817,564
2022	$5,559,810	$5,864,407	$6,691,676	$-304,597
2021	$5,485,594	$4,525,339	$9,019,153	$960,255
2021	$5,475,706	$4,515,451	$9,019,153	$960,255
2020	$6,415,247	$5,248,685	$8,150,051	$1,166,562
2019	$6,287,372	$5,967,271	$8,132,180	$320,101
2018	$5,583,851	$5,446,618	$6,329,926	$137,233

HEMOPHILIA FEDERATION OF AMERICA