HEALTH CARE ADMINISTRATORS ASSOCIATION (EIN 953642817) - 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

1980

Legal Domicile

Phone

8886371605

Tax Period

2024-01-01 to 2024-12-31

HEALTH CARE ADMINISTRATORS ASSOCIATION, founded in 1980, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.1M left a modest 4% surplus.

Mission

TO PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR HEALTH CARE BENEFIT ADMINISTRATORS AND THEIR SELF FUNDED INDUSTRY VENDOR PARTNERS.

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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 $0

Program Service Revenue $2,202,247

Investment Income $41,452

Other Revenue $500

TOTAL REVENUE $2,244,199

Expense Breakdown

Grants Paid $10,054

Salaries & Benefits $577,125

Fundraising Expenses $0

Other Expenses $1,560,261

TOTAL EXPENSES $2,147,440

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,244,199	$2,184,949	+0.0%
Expenses	$2,147,440	$1,764,459	+0.2%
Net Income	$96,759	$420,490	-0.8%

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

$220,007

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL BERRY	CEO	40.00	Officer	$220,007	$0	$220,007
Kirti Mutatkar	President	3.00	Officer Director	$0	$0	$0
Jeff Walter	Vice President	3.00	Officer Director	$0	$0	$0
Matthew Burghardt	Treasurer	3.00	Officer Director	$0	$0	$0
Ernie Clevenger	IMMED PAST PRES	3.00	Director	$0	$0	$0
Carol Adams	Director	3.00	Director	$0	$0	$0
Michelle Bounce	Director	3.00	Director	$0	$0	$0
Michael Clayton	Director	3.00	Director	$0	$0	$0
Julie Mueller	Director	3.00	Director	$0	$0	$0
Caryn Rasnick	Director	3.00	Director	$0	$0	$0
Julie Wohlstein	Director	3.00	Director	$0	$0	$0
Carolyn Jarschke	Director	3.00	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	$2,244,199	$2,147,440	$2,356,509	$96,759
2023	$2,184,949	$1,764,459	$2,282,757	$420,490
2022	$1,828,513	$1,629,203	$1,821,259	$199,310
2021	$754,549	$919,717	$1,508,061	$-165,168
2020	$1,334,004	$1,327,048	$1,208,576	$6,956

HEALTH CARE ADMINISTRATORS ASSOCIATION