2025-03-05T09:06:15-06:00 2024-05-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2023-06-01 363920055 Healthcare Financial Management Education Foundation Group Return HEAL 7085319600 2001 Butterfield Rd 1500 Downers Grove IL 60515 Steve Saldivar CFO 7085319600 2025-03-04 1 1 Rebekuh Eley P01247672 3126343400 2025-03-04 2023 2025-03-06 01:10:19Z Andrew Weingartner 2001 Butterfield Rd 1500 Downers Grove IL 60515 276726 1 1 9431 X www.hfmametrony.org X 1968 IL HFMA's primary purpose is to: 1.) foster and increase knowledge of and proficiency in healthcare financial management; 2.) conduct and participate in educational programs and activities concerning healthcare industry financial management; 3.) provide media for the interchange of ideas and dissemination of material relative to healthcare financial management; 4.) strengthen cooperation among individuals of varying disciplines in financial management; 5.) cooperate with healthcare institutions and related healthcare organizations and agencies and other interested groups in matters pertaining to financial management; and 6.) promote and encourage financial management standards of performance for individuals and institutions in various areas of healthcare financial management. 17 17 0 80 0 0 150000 95000 153391 181726 0 0 0 0 303391 276726 0 0 0 0 0 0 0 0 0 265612 282341 265612 282341 37779 -5615 74689 71784 670 3380 74019 68404 X HFMA's primary purpose is to: 1.) foster and increase knowledge of and proficiency in healthcare financial management; 2.) conduct and participate in educational programs and activities concerning healthcare industry financial management; 3.) provide media for the interchange of ideas and dissemination of material relative to healthcare financial management; 4.) strengthen cooperation among individuals of varying disciplines in financial management; 5.) cooperate with healthcare institutions and related healthcare organizations and agencies and other interested groups in matters pertaining to financial management; and 6.) promote and encourage financial management standards of performance for individuals and institutions in various areas of healthcare financial management. 0 0 265938 181726 Education and Related Activities - The Chapters provided educational programs for over 2,000 individuals working in the healthcare finance. It conducted and participated in activities concerning healthcare industry financial management which promote and encourage financial management standards of performance for the healthcare industry and institutions in various areas of healthcare management. 265938 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X Steve S Saldivar 7085319600 2001 Butterfield Rd 1500 Downers Grove IL 60515 X Andrew Weingartner President 5.00 X X 0 0 0 Shivam Sohan President-Elect 2.50 X X 0 0 0 Alyson Belz Vice President 5.00 X X 0 0 0 Nicholas Rivera Secretary 5.00 X X 0 0 0 Leah Amante Treasurer 5.00 X X 0 0 0 Catherine Ekbom Past President (Voting) 2.50 X 0 0 0 Diane McCarthy Past President (Voting) 2.50 X 0 0 0 Donna Skura Past President (Voting) 2.50 X 0 0 0 Sean Smith Past President (Voting) 2.50 X 0 0 0 Robert Braun Director (Voting) 2.50 X 0 0 0 Nicholas DiBartolo Director (Voting) 2.50 X 0 0 0 Stephanie Gerez Director (Voting) 2.50 X 0 0 0 Becky Greenfield Director (Voting) 2.50 X 0 0 0 Matthew Kamien Director (Voting) 2.50 X 0 0 0 Susane Lim Director (Voting) 2.50 X 0 0 0 Praveen Mekala Director (Voting) 2.50 X 0 0 0 Robin Ziegler Director (Voting) 2.50 X 0 0 0 0 0 0 0 0 0 0 0 95000 95000 Education Programs 541610 181726 181726 181726 276726 181726 0 0 6900 6900 9503 9503 6435 6435 259503 259503 282341 265938 16403 0 41122 34520 33567 32464 0 4800 74689 71784 670 3380 670 3380 X 74019 68404 74019 68404 74689 71784 -5615 0 X 0 0 0 X 50000 120000 150000 95000 415000 29848 23799 101386 153391 181726 490150 79848 23799 221386 303391 276726 905150 0 0 0 905150 79848 23799 221386 303391 276726 905150 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990, Part VI, Section A, line 6 The sole Corporate Member is HFMA: Metropolitan New York Chapter. Form 990, Part VI, Section A, line 7a The Corporate Member annually elects directors of the Foundation. Form 990, Part VI, Section A, line 7b The following governance decisions must be reviewed and approved by the Corporate Member: - the amendment or restatement of the articles of incorporation of the Foundation or bylaws; - the merger, consolidation, dissolution, or winding up of the Foundation; and - such other matters as may be required by law to be submitted to the Corporate Member, or as to which the Board of Directors of the Foundation determines by resolution that such submission is advisable. Form 990, Part VI, Section B, line 11b The Chapter Audit & Finance Committee and/or Chapter Board Members were provided a copy of the Metro NY individual chapter tax information reporting documents prior to the filing of the IRS 990 tax return. Form 990, Part VI, Section B, line 12c Each board member is required annually to read and sign the organization's written Conflict of Interest policy and Conflict of Interest affirmation document. Form 990, Part VI, Section C, line 19 The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.