2026-03-26T12:00:52-05:00 2025-05-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2024-06-01 362544491 Healthcare Financial Management Association Educational Foundation HEAL 7085319600 2001 Butterfield Rd 1500 Downers Grove IL 60515 C Ann Jordan President & CEO 7085319600 2026-03-25 1 1 Rebekuh Eley P01247672 3126343400 2026-03-25 2024 2025-03-06 01:10:19Z C Ann Jordan 2001 Butterfield Rd 1500 Downers Grove IL 60515 11274438 0 9431 X N/A X 1996 IL To define, realize and advance the financial management of health care by helping members and others improve the business performance of organizations operating in or serving the healthcare field. 13 12 0 12 0 0 9697 13595 10920641 10293421 1378413 967422 75000 0 12383751 11274438 0 0 0 0 0 0 0 0 0 9972037 9359461 9972037 9359461 2411714 1914977 35423836 38250519 8091761 8153748 27332075 30096771 To define, realize and advance the financial management of health care by helping members and others improve the business performance of organizations operating in or serving the healthcare field. 0 0 9203997 10293421 The purpose of Healthcare Financial Management Association Educational Foundation (EF) is to receive and administer funds and property for educational purposes, including the instruction or training of individuals and groups, utilizing discussion groups, forums, panels, lectures or similar programs and through various courses of instruction for the purpose of improving or developing capabilities in the field of healthcare financial management. The largest revenue generating event for EF is the Annual Conference which provides members an opportunity for face to face education, lecture, panel discussion, sharing of best practice processes and networking. 9203997 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 1 1 1 0 0 0 IL X X Steve S Saldivar 7085319600 2001 Butterfield Rd 1500 Downers Grove IL 60515 X C Ann Jordan President & CEO 13.00 27.00 X X 212105 494911 74779 Marc B Scher Chairman 0.40 4.00 X X 0 0 0 Kiran N Batheja Chair-Elect 0.40 3.60 X X 0 0 0 Matthew E Cox Secretary/Treasurer 0.30 3.00 X X 0 0 0 Robin Damschroder Director 0.30 2.30 X 0 0 0 Carladenise Armbrister Edwards Director 0.30 2.30 X 0 0 0 Nikki Harper Director 0.30 2.30 X 0 0 0 Scott R Hawig Director 0.30 2.30 X 0 0 0 Kevin Holloran Director 0.30 2.30 X 0 0 0 David W Johnson Director 0.30 2.30 X 0 0 0 Susan K Nelson Director 0.30 2.30 X 0 0 0 Deepak Sadagopan Director 0.30 2.30 X 0 0 0 Marcus Whitney Director 0.30 2.30 X 0 0 0 William Casey SVP Member Experience & Bus Dev until 5/31/24 13.00 27.00 X 178275 415979 60671 Richard Gundling SVP, Healthcare Financial Practices 13.00 27.00 X 164555 383960 97102 Lisa Richards VP, People and Culture 13.00 27.00 X 108996 254325 70708 Steve Saldivar Vice President & CFO 13.00 27.00 X 98318 229410 57076 Nicole Weaver Chief Technology & Eff. Officer 13.00 27.00 X 88925 207490 38246 Vincent Lynn Enterprise Account Executive 13.00 27.00 X 124392 290248 38109 Richard Lucas Dir, Channel Assets until 8/15/24 13.00 27.00 X 120983 282293 16065 Todd Nelson Director, Partner Relationships 13.00 27.00 X 90212 210495 40981 Brad Dennison Director, Content 13.00 27.00 X 73102 170569 51191 Jennifer Vanden Bergh Account Executive 13.00 27.00 X 71595 167055 18175 1331458 3106735 563103 6 0 1 0 MGM Resorts International 3600 Las Vegas Boulevard South Las Vegas NV 89109 Facility Rental and Event Services 1821939 Production Resource Group LLC 539 Temple Hill Road New Windsor NY 12553 Event Services 777070 MCR Opportunity Fund I TRS LLC 1503 LBJ Freeway Suite 300 Dallas TX 75234 Facility Rental and Event Services 334953 Sunstone Park Lessee LLC 1 Park Boulevard San Diego CA 92101 Facility Rental and Event Services 295308 Shepard Exposition Services 1778 Marietta Boulevard NW Atlanta GA 30318 Exposition Services 224549 9 13595 13595 Sponsorships 900099 4976900 4976900 Exhibits & Fees 611710 4708375 4708375 Training 611710 411027 411027 Education 611710 191739 191739 5380 5380 10293421 707725 707725 259697 0 259697 259697 259697 11274438 10293421 0 967422 4759803 4697503 62300 42445 42445 32823 32823 807669 807669 279484 279484 44637 44637 936856 936856 1582307 1564411 17896 873437 873437 9359461 9203997 155464 0 4855671 6552600 1125173 27166 1811240 1363089 1029921 1024877 21364808 24229777 5237023 5053010 35423836 38250519 223039 267278 7868722 7886470 8091761 8153748 X 27332075 30096771 27332075 30096771 35423836 38250519 1914977 849719 0 X 0 1 X 1 0 X 0 18325 12351 9697 13595 53968 2496277 5532344 8470722 10920641 10293421 37713405 2496277 5550669 8483073 10930338 10307016 37767373 0 383520 185130 292006 510010 150359 1521025 383520 185130 292006 510010 150359 1521025 36246348 549579 370057 484714 672622 707725 2784697 549579 370057 484714 672622 707725 2784697 75000 75000 3045856 5920726 8967787 11677960 11014741 40627070 0.89220 0.89140 0.06850 0.07030 X 0 Chapter - Restricted Funds 96633 Due from Affiliates 4956377 5053010 X 12091334 849719 849719 11241615 32823 32823 11274438 9326638 0 9326638 32823 32823 9359461 Part X, Line 2: The Foundation is exempt from federal income tax under Internal Revenue Code Section 501(c)(3). Accordingly, no provision for such taxes has been recognized in these financial statements. The Foundation follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the ASC, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to the potential sources of unrelated business income (UBI). There were no unrecognized tax benefits identified or recorded as liabilities as of May 31, 2025 and 2024. 0 1 0 0 0 0 0 0 0 C Ann Jordan President & CEO 184055 429462 27761 64775 289 674 18893 44082 3541 8263 234539 547256 0 0 William Casey SVP Member Experience & Bus Dev until 5/31/24 66260 154610 11579 27018 100436 234351 15306 35715 2895 6755 196476 458449 7912 18460 Richard Gundling SVP, Healthcare Financial Practices 140632 328140 11532 26909 12391 28911 19411 45294 9719 22678 193685 451932 9985 23300 Vincent Lynn Enterprise Account Executive 122784 286496 1554 3625 54 127 2108 4918 9325 21758 135825 316924 0 0 Lisa Richards VP, People and Culture 81134 189313 20616 48104 7246 16908 14260 33273 6953 16222 130209 303820 6967 16255 Richard Lucas Dir, Channel Assets until 8/15/24 105274 245638 0 0 15709 36655 2683 6261 2136 4985 125802 293539 0 0 Steve Saldivar Vice President & CFO 82828 193265 15326 35762 164 383 13610 31756 3513 8197 115441 269363 0 0 Todd Nelson Director, Partner Relationships 76868 179358 12957 30234 387 903 5518 12872 6777 15814 102507 239181 0 0 Nicole Weaver Chief Technology & Eff. Officer 84796 197857 3000 7000 1129 2633 8250 19250 3224 7522 100399 234262 0 0 Brad Dennison Director, Content 64654 150858 8241 19228 207 483 4756 11098 10602 24735 88460 206402 0 0 Jennifer Vanden Bergh Account Executive 69961 163242 1500 3500 134 313 2218 5177 3234 7546 77047 179778 0 0 Part I, Line 3 The compensation is determined by the related organization, Healthcare Financial Management Association. The following methods were used: -Compensation committee -Independent compensation consultant -Form 990 of other organizations -Compensation survey or study -Approval by the board or compensation committee Part I, Line 4b The following individuals received contributions to their supplemental non-qualified retirement plan in 2024: William Casey $37,112 Richard Gundling $40,555 C. Ann Jordan $60,000 Lisa Richards $27,588 Steve Saldivar $25,758 Nicole Weaver $27,500 The following individuals received payouts from their supplemental non-qualified retirement plan in 2024: William Casey $26,372 Richard Gundling $33,285 Lisa Richards $23,222 Form 990, Part VI, Section B, line 11b The Board of Directors has delegated responsibility for governance's review of the Form 990 to the Secretary/Treasurer who serves as a member of the Board of Directors. Members of the Board of Directors are provided with copies of the returns prior to the returns being filed. Form 990, Part VI, Section B, line 12c The Organization has a formal Board policy which directs the review and affirmation of the organization's Conflict of Interest policy and related guidelines. The policy is provided to board members annually. Form 990, Part VI, Section B, line 15 The related organization, Healthcare Financial Management Association, uses an annual formal process for determining the annual compensation for the President/CEO and business executives. This process includes: use of independent outside business consultants; review and approval by a governing body or compensation committee; use and reference of compensation data for comparison of similar qualified professionals in functionally comparable positions at similarly situated organizations; contemporaneous documentation and recordkeeping with respect to deliberations and decision regarding the compensation arrangement. Form 990, Part VI, Section C, line 19 The organization's Governing Documents, Conflict of Interest Statement and Financial Statements are supplied to outside inquiries upon request. Form 990, Part VII, Section A: Reportable compensation in columns (D) and (E) is paid from a common paymaster, Healthcare Financial Management Association (EIN: 36-2318336). The compensation attributed to services for the filing organization is allocated to column (D). Healthcare Financial Management Association 2001 Butterfield Rd Suite 1500 Downers Grove IL 60515 362318336 Professional Membership Organization IL 501(c)(6) N/A 0 HFMA Learning Solutions Inc 2001 Butterfield Rd Suite 1500 Downers Grove IL 60515 364239827 Education Media IL N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 Healthcare Financial Management Association M 4759803 Accrual Healthcare Financial Management Association R 1500000 Accrual Part II Healthcare Financial Management Association is a related organization which is included in another group exemption with subordinate organizations. HFMA is affiliated with the Foundation through common membership of their respective Boards of Directors.