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Healthcare Financial Management Educational Foundation

Group Return

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$303k (2023)

Expenses
$266k (2023)

Total Assets
$74.7k (2023)

Total Liabilities
$670 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$303,391
Expenses
$265,612
Net Income
$37,779
Net Assets
$74,019
Notable Sources of Revenue Percent of Total Revenue
Contributions $150,000
49.4%
Program Services $153,391
50.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $74,689
Total Liabilities $670
Net Assets $74,019
Compensation
Key Employees and Officers Compensation Related Other
Catherine Ekbom (President) $0 $0 $0
Andrew Weingartner (President Elect) $0 $0 $0
Leah Amante (Secretary) $0 $0 $0
Alyson Belz (Treasurer) $0 $0 $0
Shivam Sohan (Vice President) $0 $0 $0
Diane Mc Carthy (Past President (Voting)) $0 $0 $0
Maryann Regan (Past President (Voting)) $0 $0 $0
Donna Skura (Past President (Voting)) $0 $0 $0
Sean Smith (Past President (Voting)) $0 $0 $0
David Woods (Past President (Voting)) $0 $0 $0
Robert Braun (Director (Voting)) $0 $0 $0
Daniel Corcoran (Director (Voting)) $0 $0 $0
Stephanie Gerez (Director (Voting)) $0 $0 $0
Matthew Kamien (Director (Voting)) $0 $0 $0
Susane Lim (Director (Voting)) $0 $0 $0
James Linhart (Director (Voting)) $0 $0 $0
Laurie Radler (Director (Voting)) $0 $0 $0
Nicholas Rivera (Director (Voting)) $0 $0 $0
Robin Ziegler (Director (Voting)) $0 $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$221,386
Expenses
$216,493
Net Income
$4,893
Net Assets
$36,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $120,000
54.2%
Program Services $101,386
45.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $36,610
Total Liabilities $370
Net Assets $36,240
Compensation
Key Employees and Officers Compensation Related Other
Sean Smith (President) $0 $0 $0
Catherine Ekbom (President Elect) $0 $0 $0
Alyson Belz (Secretary) $0 $0 $0
Shivam Sohan (Treasurer) $0 $0 $0
Andrew Weingartner (Vice President) $0 $0 $0
Donna Skura (Past President (Voting)) $0 $0 $0
Dian Mc Carthy (Past President (Voting)) $0 $0 $0
David Woods (Past President (Voting)) $0 $0 $0
Mario Di Figlia (Past President (Voting)) $0 $0 $0
Maryann Regan (Past President (Voting)) $0 $0 $0
Meredith Simonetti (Past President (Voting)) $0 $0 $0
Alicia Weissmeier (Director (Voting)) $0 $0 $0
Daniel Corcoran (Director (Voting)) $0 $0 $0
James Linhart (Director (Voting)) $0 $0 $0
Laurie Radler (Director (Voting)) $0 $0 $0
Leah Amante (Director (Voting)) $0 $0 $0
Matt Kamien (Director (Voting)) $0 $0 $0
Nicholas Rivera (Director (Voting)) $0 $0 $0
Robert Braun (Director (Voting)) $0 $0 $0
Robin Ziegler (Director (Voting)) $0 $0 $0
Susane Lim (Director (Voting)) $0 $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,799
Expenses
$80,663
Net Income
-$56,864
Net Assets
$31,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,799
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $31,917
Total Liabilities $570
Net Assets $31,347
Compensation
Key Employees and Officers Compensation Related Other
Donna Skura (President) $0 $0 $0
Sean Smith (President Elect) $0 $0 $0
Mario Di Figlia (Secretary) $0 $0 $0
Andrew Weingartner (Treasurer) $0 $0 $0
Catherine Ekbom (Vice President) $0 $0 $0
David Woods (Past President (Voting)) $0 $0 $0
Diane Mc Carthy (Past President (Voting)) $0 $0 $0
Maryann Regan (Past President (Voting)) $0 $0 $0
Meredith Simonetti (Past President (Voting)) $0 $0 $0
Wendy Leo (Past President (Voting)) $0 $0 $0
Alicia Weissmeier (Director (Voting)) $0 $0 $0
Alyson Belz (Director (Voting)) $0 $0 $0
Daniel Corcoran (Director (Voting)) $0 $0 $0
James Linhart (Director (Voting)) $0 $0 $0
Laurie Radler (Director (Voting)) $0 $0 $0
Leah Amante (Director (Voting)) $0 $0 $0
Robert Braun (Director (Voting)) $0 $0 $0
Robin Ziegler (Director (Voting)) $0 $0 $0
Shivam Sohan (Director (Voting)) $0 $0 $0
Susane Lim (Director (Voting)) $0 $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,848
Expenses
$67,580
Net Income
$12,268
Net Assets
$88,211
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,000
62.6%
Program Services $29,848
37.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,581
Total Liabilities $370
Net Assets $88,211
Compensation
Key Employees and Officers Compensation Related Other
Diane R Mc Carthy (President) $0 $0 $0
Donna M Skura (President Elect) $0 $0 $0
Tracey Roland (Secretary) $0 $0 $0
Sean P Smith (Vice President Education) $0 $0 $0
Catherine Ekbom (Treasurer) $0 $0 $0
Maryann J Regan (Past President) $0 $0 $0
Mario Di Figlia (Past President) $0 $0 $0
David Woods (Past President) $0 $0 $0
David A Evangelista (Past President) $0 $0 $0
Meredith Simonetti (Past President) $0 $0 $0
Wendy Leo (Past President) $0 $0 $0
Alicia Weissmeier (Director) $0 $0 $0
Alyson Belz (Director) $0 $0 $0
Andrew Weingartner (Director) $0 $0 $0
Daniel Corcoran (Director) $0 $0 $0
Christina Milone (Director) $0 $0 $0
James Linhart (Director) $0 $0 $0
Laurie Radler (Director) $0 $0 $0
Leah Amante (Director) $0 $0 $0
Shivan Sohan (Director) $0 $0 $0
Susane Lim (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,103
Expenses
$301,205
Net Income
-$83,102
Net Assets
$75,943
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $218,103
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $78,910
Total Liabilities $2,967
Net Assets $75,943
Compensation
Key Employees and Officers Compensation Related Other
Mario Di Figlia (President) $0 $0 $0
Diane R Mc Carthy (President Elect) $0 $0 $0
Donna M Skura (Vice President) $0 $0 $0
Sean P Smith (Treasurer) $0 $0 $0
Wendy Leo (Acting Secretary/Past President) $0 $0 $0
Alex Balko (Secretary (Partial Year)) $0 $0 $0
Maryann Regan (Immediate Past President) $0 $0 $0
David Woods (Past President) $0 $0 $0
Meredith Simonetti (Past President) $0 $0 $0
David A Evangelista (Past President) $0 $0 $0
Palmira Cataliotti (Past President) $0 $0 $0
Leah Amante (Director) $0 $0 $0
Susane Lim (Director) $0 $0 $0
Andrew Weingartner (Director) $0 $0 $0
Shivam Sohan (Director) $0 $0 $0
Christina Milone (Director) $0 $0 $0
James Linhart (Director) $0 $0 $0
Catherine Ekbom (Director) $0 $0 $0
Christian Borchert (Director) $0 $0 $0
Tracey Roland (Director) $0 $0 $0
Juby George Vaze (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,826
Expenses
$272,722
Net Income
-$64,896
Net Assets
$59,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $207,826
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $59,045
Total Liabilities $0
Net Assets $59,045
Compensation
Key Employees and Officers Compensation Related Other
Maryann J Regan (President) $0 $0 $0
Mario Di Figlia (President Elect) $0 $0 $0
Diane R Mc Carthy (Vice President) $0 $0 $0
Donna M Skura (Treasurer) $0 $0 $0
Sean P Smith (Secretary) $0 $0 $0
David Woods (Immediate Past Chapter President) $0 $0 $0
James Petty (Director) $0 $0 $0
Martin Abschutz (Director) $0 $0 $0
Christina Milone (Director) $0 $0 $0
Catherine Ekbom (Director) $0 $0 $0
Alex S Balko (Director) $0 $0 $0
Shivan Sohan (Director) $0 $0 $0
Andrew R Weingartner (Director) $0 $0 $0
Christian Borchert (Director) $0 $0 $0
James Linhart (Director) $0 $0 $0
Tracey Roland (Director) $0 $0 $0
David A Evangelista (Past Chapter President) $0 $0 $0
John I Coster (Past Chapter President) $0 $0 $0
Wendy E Leo (Past Chapter President) $0 $0 $0
Palmira M Cataliotti (Past Chapter President) $0 $0 $0
Meredith G Simonetti (Past Chapter President) $0 $0 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,986
Expenses
$351,981
Net Income
-$147,995
Net Assets
-$6,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $203,986
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,314
Total Liabilities $23,373
Net Assets -$6,059
Compensation
Key Employees and Officers Compensation Related Other
David Woods (President) $0 $0 $0
Maryann J Regan (President) $0 $0 $0
Mario Di Figlia (President Elect/Vp) $0 $0 $0
Donna M Skura (Secretary/Treasurer) $0 $0 $0
Sean P Smith (Secretary) $0 $0 $0
Diane R Mc Carthy (Treasurer/Vice President) $0 $0 $0
Jason Gottlieb (Director) $0 $0 $0
Martin Abschutz (Director) $0 $0 $0
Christina Milone (Director) $0 $0 $0
Catherine Ekbom (Director) $0 $0 $0
Alex S Balko (Director) $0 $0 $0
Ann M Amato (Director) $0 $0 $0
Andrew R Weingartner (Director) $0 $0 $0
Patrick S Semenza (Director) $0 $0 $0
David A Evangelista (Past Chapter President) $0 $0 $0
John I Coster (Past Chapter President) $0 $0 $0
Wendy E Leo (Past Chapter President) $0 $0 $0
Palmira M Cataliotti (Past Chapter President) $0 $0 $0
Edmund P Schmidt (Past Chapter President) $0 $0 $0
Meredith G Simonetti (Past Chapter President) $0 $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$383,628
Expenses
$387,457
Net Income
-$3,829
Net Assets
$36,936
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $383,628
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,372
Total Liabilities $436
Net Assets $36,936

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$384,767
Expenses
$363,024
Net Income
$21,743
Net Assets
$40,766
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $384,767
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $51,862
Total Liabilities $11,096
Net Assets $40,766

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$317,161
Expenses
$342,866
Net Income
-$25,705
Net Assets
$19,023
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $317,161
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,248
Total Liabilities $225
Net Assets $19,023

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$240,319
Expenses
$301,654
Net Income
-$61,335
Net Assets
$44,728
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $240,319
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,728
Total Liabilities $0
Net Assets $44,728

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$346,725
Expenses
$436,054
Net Income
-$89,329
Net Assets
$31,063
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $346,721
100.0%
Investment Income $4
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,433
Total Liabilities $1,370
Net Assets $31,063

Document Links

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$301,498
Expenses
$330,851
Net Income
-$29,353
Net Assets
$120,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $301,488
100.0%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $120,392
Total Liabilities $0
Net Assets $120,392

Document Links

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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