HOME CARE ASSOCIATION OF AMERICA

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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

2002

Legal Domicile

Principal Officer

JASON LEE

Phone

2025192960

Tax Period

2023-01-01 to 2023-12-31

HOME CARE ASSOCIATION OF AMERICA, founded in 2002, is a community nonprofit in the Community Improvement sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $450K, a strong 16% operating margin.

Mission

TO PROVIDE LEADERSHIP, REPRESENTATION AND EDUCATION FOR THE ADVANCEMENT OF NON-MEDICAL PRIVATE DUTY HOME CARE AND PROVIDE A STRONG UNIFIED VOICE TO SPEAK TO THE ISSUES OF CONCERN WITHIN THE PRIVATE DUTY HOME CARE INDUSTRY.

Program Service Accomplishments

Program 1

ANNUAL MEETING AND EDUCATION: HCAOA HOSTS AN ANNUAL CONFERENCE ATTENDED BY 600+ MEMBERS AND NON-MEMBERS WHERE THE ASSOCIATION PROVIDES EDUCATIONAL SESSIONS, NETWORKING OPPORTUNITIES, ENGAGEMENT WITH...

Program 2

LEADERSHIP AND GUIDANCE: HCAOA PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES ON THE FEDERAL AND STATE LEVEL, WHICH INCLUDES WEBINARS, IN-PERSON AND VIRTUAL STATE EVENTS, AND OTHER RESOURCES TO...

LEADERSHIP AND GUIDANCE: HCAOA PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES ON THE FEDERAL AND STATE LEVEL, WHICH INCLUDES WEBINARS, IN-PERSON AND VIRTUAL STATE EVENTS, AND OTHER RESOURCES TO HELP ITS MEMBERS OPTIMIZE THEIR ORGANIZATIONS' OPERATIONS.

Program 3

ADVOCACY AND PUBLIC RELATIONS: HCAOA ADVOCATES IN SUPPORT OF FEDERAL POLICIES THAT PROMOTE AND ENHANCE THE HOME CARE INDUSTRY, WHICH INCLUDES TAX POLICY, IMMIGRATION POLICY, VETERANS AFFAIRS...

ADVOCACY AND PUBLIC RELATIONS: HCAOA ADVOCATES IN SUPPORT OF FEDERAL POLICIES THAT PROMOTE AND ENHANCE THE HOME CARE INDUSTRY, WHICH INCLUDES TAX POLICY, IMMIGRATION POLICY, VETERANS AFFAIRS, MEDICARE, AND MEDICAID. HCAOA PROVIDES A VOICE ON BEHALF OF ITS MEMBERS AMONG FEDERAL AND STATE LEGISLATIVE BRANCHES AND THE RELEVANTAGENCIES/DEPARTMENTS.

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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 $0

Program Service Revenue $2,903,785

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,903,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,036,222

Fundraising Expenses $0

Other Expenses $1,417,470

TOTAL EXPENSES $2,453,692

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,903,785	$2,340,621	+0.2%
Expenses	$2,453,692	$2,049,623	+0.2%
Net Income	$450,093	$290,998	+0.5%

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

$565,280

Total Directors

Key Employees

$189,824

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF WIBERG	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARGARET HAYNES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MATTHEW KROLL	TREASURER	2.00	Officer Director	$0	$0	$0
CHERYL STANTON	CHAIR	4.00	Officer Director	$0	$0	$0
AARON STAPLETON	SECRETARY	1.00	Officer Director	$0	$0	$0
EMMA DICKISON	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
JAKE BROWN	AT-LARGE	1.00	Director	$0	$0	$0
VERONICA CHARLES	AT-LARGE	1.00	Director	$0	$0	$0
ANDREA COHEN	AT-LARGE	1.00	Director	$0	$0	$0
MICHAEL COCCARO	AT-LARGE	1.00	Director	$0	$0	$0
JISELLA DOLAN	AT-LARGE	1.00	Director	$0	$0	$0
DAN DRENNEN	AT-LARGE	1.00	Director	$0	$0	$0
CHANI FELDMAN	AT-LARGE	1.00	Director	$0	$0	$0
STEPHEN GREENWALD	AT-LARGE	1.00	Director	$0	$0	$0
KUNU KAUSHAL	AT-LARGE	1.00	Director	$0	$0	$0
SANDY MCCANN	AT-LARGE	1.00	Director	$0	$0	$0
KERRI PENDLEY	AT-LARGE	1.00	Director	$0	$0	$0
BRETT RINGOLD	AT-LARGE	1.00	Director	$0	$0	$0
SARA WILSON	AT-LARGE	1.00	Director	$0	$0	$0
VICKI HOAK	CEO (UNTIL 10/23)	40.00	Officer	$300,128	$7,576	$307,704
JASON LEE	CEO (FROM 10/23)	40.00	Officer	$250,000	$7,576	$257,576
JENNIFER BATTISTA	COO	40.00	Key Emp	$182,248	$7,576	$189,824
ERIC REINARMAN	VP, GOVT. REL.	40.00	Highest	$151,101	$7,576	$158,677
NICOLE REXER	MARKETING & COMMS DIR.(FROM 07/23)	40.00	Highest	$105,999	$7,576	$113,575

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	$2,903,785	$2,453,692	$2,083,585	$450,093
2022	$2,340,621	$2,049,623	$1,966,411	$290,998
2021	$1,716,724	$1,450,034	$1,968,118	$266,690
2020	$1,573,039	$1,538,763	$1,061,975	$34,276
2019	$1,867,551	$2,008,919	$258,258	$-141,368
2018	$1,614,269	$1,684,554	$229,647	$-70,285