2025-11-10T18:30:51-05:00 2024-12-31 460952065 BOUNTIFUL PEAK ADVISORS 1564 SOUTH 500 WEST SUITE 201 BOUNTIFUL UT 840107400 990 2024-01-01 812871421 HEALTHCARE DATA AND ANALYTICS ASSOCIATION INCORPORATED HEAL 2072325286 179 SEBAGO LAKE RD GORHAM ME 04038 ERIC ANDERSON EXECUTIVE DIRECTOR 2072325286 2025-11-10 true true SHALAUN T HOWELL CPA P00969274 8012943155 2025-11-10 2024 2025-03-06 01:10:19Z ERIC ANDERSON 179 SEBAGO LAKE ROAD GORHAM ME 04038 449343 false X WWW.HDA2.ORG X 2016 UT THE MISSION OF HEALTHCARE DATA AND ANALYTICS ASSOCIATION IS TO FACILITATE GREATER USE OF ANALYTICAL INFORMATION SYSTEMS THAT HELP LOWER HEALTHCARE COSTS, IMPROVE THE QUALITY OF HEALTH CARE AND IMPROVE PATIENT SATISFACTION AND SAFETY. HEALTHCARE DATA AND ANALYTICS ALSO STRIVES TO ADVANCE THE STATE OF HEALTHCARE DATA WAREHOUSING AND ANALYTICS. 14 14 0 300 0 55000 52750 290650 396593 0 0 345650 449343 0 0 60407 0 0 110 322877 334826 383284 334826 -37634 114517 270431 332509 59208 6769 211223 325740 X THE MISSION OF HEALTHCARE DATA AND ANALYTICS ASSOCIATION IS TO FACILITATE GREATER USE OF ANALYTICAL INFORMATION SYSTEMS THAT HELP LOWER HEALTHCARE COSTS, IMPROVE THE QUALITY OF HEALTH CARE AND IMPROVE PATIENT SATISFACTION AND SAFETY. HEALTHCARE DATA AND ANALYTICS ALSO STRIVES TO ADVANCE THE STATE OF HEALTHCARE DATA WAREHOUSING AND ANALYTICS. false false 250006 396593 ANNUAL CONFERENCE THE ORGANIZATION HOSTED THE HEALTHCARE DATA AND ANALYTICS ASSOCIATION CONFERENCE, WAS ATTENDED BY 357 PEOPLE. THE CONFERENCE CONSISTED OF KEYNOTE SPEAKERS, PRESENTATIONS OFFERED IN A SET OF MULTIPLE TRACKS WITH A TOTAL OF 29 PRESENTATIONS, 23 POSTERS, 3 PANELS, AND 13 ROUNDTABLES. IMPROVEMENTS TO THE CONFERENCE THIS YEAR INCLUDED BRINGING CONFERENCE MANAGEMENT IN-HOUSE AND IMPLEMENTATION OF A MOBILE APP FOR BETTER ATTENDEE EXPERIENCE IN MANAGING THEIR SCHEDULES. MANY VOLUNTEERS ASSISTED WITH THE CONFERENCE PROVIDING PRESENTATIONS, MODERATION, LOGISTICS, TECHNICAL SUPPORT, REGISTRATION SUPPORT, AND OTHER SERVICES. CONFERENCE PRESENTATIONS AND POSTERS ARE AVAILABLE FOR VIEWING ON THE ORGANIZATION'S WEBSITE FOR ALL HDAA MEMBERS. 20368 THE ORGANIZATION'S SPECIAL INTEREST GROUPS AND TOWN HALLS HELD 13 SESSIONS WITH 1,697 REGISTRATIONS. ADDITIONAL PROGRAM INITIATIVES INCLUDED A DFW CHAPTER, PUBLIC SPEAKING FOR ANALYTIC THINKERS, AND CANADA SIG. 270374 true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 6 0 0 false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false X X BOUNTIFUL PEAK ADVISORS 8012943155 1564 S 500 W STE 201 BOUNTIFUL UT 84014 X ALICIA D'EMPAIRE CHAIR 3.00 X X 0 0 0 STU GARDOS VICE CHAIR 3.00 X X 0 0 0 RYAN SOUSA VICE CHAIR 3.00 X X 0 0 0 LESLIE KIAN TREASURER 3.00 X X 0 0 0 KRISTINE MITCHELL SECRETARY 3.00 X X 0 0 0 LYNSIE DALEY BOARD MEMBER 3.00 X 0 0 0 CHRIS DONOVAN BOARD MEMBER 2.00 X 0 0 0 ROOPA FOUGLER BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER HUTCHINS BOARD MEMBER 2.00 X 0 0 0 KELLY MACCARROLL BOARD MEMBER 2.00 X 0 0 0 KEVIN MOONEY BOARD MEMBER 0.75 X 0 0 0 JOHN PROCTOR BOARD MEMBER 2.00 X 0 0 0 AUDREY SCHMIDT BOARD MEMBER 2.00 X 0 0 0 WENDY SOETHE BOARD MEMBER 4.00 X 0 0 0 KERRI WEBSTER BOARD MEMBER 2.00 X 0 0 0 false false false 52750 52750 CONFERENCE REGISTRATIONS 611430 396593 396593 396593 449343 396593 X 17103 17103 3480 3480 82926 42523 40293 110 1819 1819 4914 3914 1000 30607 30607 99044 99044 11109 11109 1970 1970 CATERING 55749 55749 BANK AND MERCHANT FEES 12003 11979 24 LICENSE AND DUES 11319 11252 67 SUPPLIES 1601 1567 34 1182 811 371 334826 270374 64342 110 176314 316374 94117 5200 10935 270431 332509 59208 6769 59208 6769 X 211223 325740 211223 325740 270431 332509 114517 X false false false X 60000 55000 52750 167750 15500 223225 290650 396593 925968 15500 283225 345650 449343 1093718 60000 55000 44750 159750 60000 55000 44750 159750 933968 15500 283225 345650 449343 1093718 0.85390 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990 - ORGANIZATION'S MISSION THE MISSION OF HEALTHCARE DATA AND ANALYTICS ASSOCIATION IS TO FACILITATE GREATER USE OF ANALYTICAL INFORMATION SYSTEMS THAT HELP LOWER HEALTHCARE COSTS, IMPROVE THE QUALITY OF HEALTH CARE AND IMPROVE PATIENT SATISFACTION AND SAFETY. HEALTHCARE DATA AND ANALYTICS ALSO STRIVES TO ADVANCE THE STATE OF HEALTHCARE DATA WAREHOUSING AND ANALYTICS. FORM 990 DURING 2024, THE ORGANIZATION CHANGED FROM A 501(C)(6) TO A 501(C)(3) PUBLIC CHARITY STATUS 509(A)(2). THE EFFECTIVE DATE OF 501(C)(3) EXEMPTION IS NOVEMBER 25, 2024. THE ORGANIZATION IS BEING REPORTED ON THIS RETURN UNDER ITS NEW STATUS. FORM 990, PAGE 2, PART III, LINE 4A ANNUAL CONFERENCE THE ORGANIZATION HOSTED THE HEALTHCARE DATA AND ANALYTICS ASSOCIATION CONFERENCE, WAS ATTENDED BY 357 PEOPLE. THE CONFERENCE CONSISTED OF KEYNOTE SPEAKERS, PRESENTATIONS OFFERED IN A SET OF MULTIPLE TRACKS WITH A TOTAL OF 29 PRESENTATIONS, 23 POSTERS, 3 PANELS, AND 13 ROUNDTABLES. IMPROVEMENTS TO THE CONFERENCE THIS YEAR INCLUDED BRINGING CONFERENCE MANAGEMENT IN-HOUSE AND IMPLEMENTATION OF A MOBILE APP FOR BETTER ATTENDEE EXPERIENCE IN MANAGING THEIR SCHEDULES. MANY VOLUNTEERS ASSISTED WITH THE CONFERENCE PROVIDING PRESENTATIONS, MODERATION, LOGISTICS, TECHNICAL SUPPORT, REGISTRATION SUPPORT, AND OTHER SERVICES. CONFERENCE PRESENTATIONS AND POSTERS ARE AVAILABLE FOR VIEWING ON THE ORGANIZATION'S WEBSITE FOR ALL HDAA MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION REVIEWS THE FORM 990 BEFORE IT IS FILED. THE ORGANIZATION'S OPERATIONS MANAGER AND TREASURER REVIEW THE FORM IN DETAIL FOR ACCURACY AND COMPLETENESS. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE FULL BOARD FOR REVIEW BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND COMMITTEE MEMBERS. AFTER DISCLOSURE, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR COMMITTEE, BUT SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND VOTE OF THE TRANSACTION OR ARRANGEMENT INVOLVING THE POTENTIAL CONFLICT OF INTEREST. THE BOARD SHALL DETERMINE WHETHER IT IS APPROPRIATE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT WITH REASONABLE EFFORTS TO OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT FROM A PERSON THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE OPERATIONS MANAGER'S COMPENSATION IS DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS, INDEPENDENT FROM THE OPERATIONS MANAGER. THE OPERATIONS MANAGER IS NOT ALLOWED TO VOTE ON THIS ISSUE. THE LEVEL OF COMPENSATION WAS DETERMINED WITH REFERENCE TO COMPENSATION PAID TO SIMILAR CONTRACTORS FOR SIMILAR SERVICES PROVIDED, SALARY SURVEYS, AND SIMILAR COMPARABILITY DATA. THE DELIBERATION AND DETERMINATION OF THE OPERATION MANAGER'S COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN BOARD MINUTES AND THE APPROVED BUDGET. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION'S ADDRESS. FORM 990, PART IX, LINE 11G OTHER CONTRACT LABOR 21,915 7,583 0 OPERATIONS CONTRACT 9,498 18,108 110 PROGRAMS CONTRACT 11,110 14,602 0 TOTAL 42,523 40,293 110