01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 1 June 2006
- Removed
- Not supplied
- Company number supplied
- 05787972
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £8,379,000
- Latest expenditure
- £8,380,000
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: HFMA House, 4 Broad Plain, BRISTOL, BS2 0JP
Website recorded by the regulator: www.hfma.org.uk (displayed as text)
02 Activities
What the charity does
HFMA is the professional membership organisation for finance staff in the healthcare sector.The organisation offers training and publications both to its members and the wider healthcare finance community.HFMA sponsors, undertakes and publishes relevant studies and research work and aims to advance effective financial management in the healthcare sector.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 April 2026
- Date Annual Return Received
- 8 February 2026
- Date Accounts Received
- 8 February 2026
- Total Gross Income
- £8,379,000
- Total Gross Expenditure
- £8,380,000
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 April 2025
- Date Annual Return Received
- 6 April 2025
- Date Accounts Received
- 6 April 2025
- Total Gross Income
- £9,179,000
- Total Gross Expenditure
- £8,808,000
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 5 March 2024
- Date Accounts Received
- 5 March 2024
- Total Gross Income
- £8,687,000
- Total Gross Expenditure
- £8,309,000
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 April 2023
- Date Annual Return Received
- 3 March 2023
- Date Accounts Received
- 3 March 2023
- Total Gross Income
- £7,170,000
- Total Gross Expenditure
- £6,753,000
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 April 2022
- Date Annual Return Received
- 29 March 2022
- Date Accounts Received
- 29 March 2022
- Total Gross Income
- £5,759,000
- Total Gross Expenditure
- £5,411,000
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 8 February 2026
- Total Gross Income
- £8,379,000
- Total Gross Expenditure
- £8,380,000
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 6
- Count Salary Band 70001 80000
- 3
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 120001 130000
- 1
- Count Salary Band 130001 140000
- 1
- Count Salary Band 200001 250000
- 1
- Count Volunteers
- 150
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 6 April 2025
- Total Gross Income
- £9,179,000
- Total Gross Expenditure
- £8,808,000
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 9
- Count Salary Band 70001 80000
- 5
- Count Salary Band 80001 90000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 120001 130000
- 1
- Count Salary Band 130001 140000
- 1
- Count Salary Band 200001 250000
- 1
- Count Volunteers
- 250
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 5 March 2024
- Total Gross Income
- £8,687,000
- Total Gross Expenditure
- £8,309,000
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 1
- Count Govt Grants
- £0
- Income From Government Contracts
- 85000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 5
- Count Salary Band 70001 80000
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 120001 130000
- 1
- Count Salary Band 200001 250000
- 1
- Count Volunteers
- 150
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 3 March 2023
- Total Gross Income
- £7,170,000
- Total Gross Expenditure
- £6,753,000
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 5
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 2
- Count Salary Band 110001 120000
- 1
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 200
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 29 March 2022
- Total Gross Income
- £5,759,000
- Total Gross Expenditure
- £5,411,000
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 5
- Count Salary Band 70001 80000
- 2
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 120001 130000
- 1
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 150
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 8 February 2026
- Income Donations And Legacies
- 137000
- Income Other Trading Activities
- 5072000
- Income Charitable Activities
- 3054000
- Income Investments
- 105000
- Income Other
- 11000
- Income Total Income And Endowments
- 8379000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,866,000
- Expenditure Charitable Expenditure
- £4,514,000
- Expenditure Other
- 0
- Expenditure Total
- 8380000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 30000
- Expenditure Support Costs
- 5340000
- Expenditure Depreciation
- 229000
- Gain Loss Investment
- 2000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,032,000
- Assets Total Fixed
- 6991000
- Assets Own Use
- 4914000
- Assets Long Term Investment
- 2077000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,656,000
- Assets Total Liabilities
- £7,615,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,032,000
- Creditors One Year Total Current
- 6316000
- Creditors Falling Due After One Year
- 1299000
- Assets Cash
- £2,688,000
- Funds Endowment
- 0
- Funds Unrestricted
- 5032000
- Funds Restricted
- 0
- Funds Total
- 5032000
- Count Employees
- 82
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 6 April 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 5351000
- Income Charitable Activities
- 3520000
- Income Investments
- 304000
- Income Other
- 4000
- Income Total Income And Endowments
- 9179000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,298,000
- Expenditure Charitable Expenditure
- £4,510,000
- Expenditure Other
- 0
- Expenditure Total
- 8808000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 50000
- Expenditure Support Costs
- 5808000
- Expenditure Depreciation
- 119000
- Gain Loss Investment
- 182000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,031,000
- Assets Total Fixed
- 7148000
- Assets Own Use
- 5027000
- Assets Long Term Investment
- 2121000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,420,000
- Assets Total Liabilities
- £8,537,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,031,000
- Creditors One Year Total Current
- 7088000
- Creditors Falling Due After One Year
- 1449000
- Assets Cash
- £2,601,000
- Funds Endowment
- 0
- Funds Unrestricted
- 5031000
- Funds Restricted
- 0
- Funds Total
- 5031000
- Count Employees
- 88
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 5 March 2024
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 4745000
- Income Charitable Activities
- 3400000
- Income Investments
- 80000
- Income Other
- 462000
- Income Total Income And Endowments
- 8687000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,712,000
- Expenditure Charitable Expenditure
- £4,597,000
- Expenditure Other
- 0
- Expenditure Total
- 8309000
- Expenditure Investment Management
- 6000
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 28000
- Expenditure Support Costs
- 5008000
- Expenditure Depreciation
- 105000
- Gain Loss Investment
- 38000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £4,660,000
- Assets Total Fixed
- 6578000
- Assets Own Use
- 4634000
- Assets Long Term Investment
- 1944000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £7,205,000
- Assets Total Liabilities
- £9,123,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,660,000
- Creditors One Year Total Current
- 7949000
- Creditors Falling Due After One Year
- 1174000
- Assets Cash
- £2,904,000
- Funds Endowment
- 0
- Funds Unrestricted
- 4660000
- Funds Restricted
- 0
- Funds Total
- 4660000
- Count Employees
- 79
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 3 March 2023
- Income Donations And Legacies
- 174000
- Income Other Trading Activities
- 3878000
- Income Charitable Activities
- 3056000
- Income Investments
- 56000
- Income Other
- 6000
- Income Total Income And Endowments
- 7170000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,705,000
- Expenditure Charitable Expenditure
- £4,048,000
- Expenditure Other
- 0
- Expenditure Total
- 6753000
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 25000
- Expenditure Support Costs
- 2841000
- Expenditure Depreciation
- 144000
- Gain Loss Investment
- -127000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £4,244,000
- Assets Total Fixed
- 6261000
- Assets Own Use
- 4355000
- Assets Long Term Investment
- 1906000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,923,000
- Assets Total Liabilities
- £7,940,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,244,000
- Creditors One Year Total Current
- 6546000
- Creditors Falling Due After One Year
- 1394000
- Assets Cash
- £3,969,000
- Funds Endowment
- 0
- Funds Unrestricted
- 4244000
- Funds Restricted
- 0
- Funds Total
- 4244000
- Count Employees
- 71
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 29 March 2022
- Income Donations And Legacies
- 280000
- Income Other Trading Activities
- 2922000
- Income Charitable Activities
- 2181000
- Income Investments
- 66000
- Income Other
- 4000
- Income Total Income And Endowments
- 5453000
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,293,000
- Expenditure Charitable Expenditure
- £2,985,000
- Expenditure Other
- 133000
- Expenditure Total
- 5411000
- Expenditure Investment Management
- 51000
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 20000
- Expenditure Support Costs
- 3003000
- Expenditure Depreciation
- 146000
- Gain Loss Investment
- 306000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,954,000
- Assets Total Fixed
- 6320000
- Assets Own Use
- 4087000
- Assets Long Term Investment
- 2233000
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,691,000
- Assets Total Liabilities
- £6,057,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,954,000
- Creditors One Year Total Current
- 5687000
- Creditors Falling Due After One Year
- 370000
- Assets Cash
- £1,652,000
- Funds Endowment
- 0
- Funds Unrestricted
- 3954000
- Funds Restricted
- 0
- Funds Total
- 3954000
- Count Employees
- 67
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
08 Official extract
Charity Event History
- Charity Name
- HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2006-06-01T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 20 APRIL 2006 AS AMENDED 11 DECEMBER 2009. as amended on 06 Dec 2019
- Charitable Objects
- 3.2 The advancement of the science of healthcare management, governance, healthcare finance and accountancy and related areas including but not limited to: 3.2.1 the advancement of education (in particular for employees engaged in provision of health services) in healthcare management, governance, healthcare finance and accountancy and related areas;3.2.2 the promotion of study and research in healthcare management, governance, healthcare finance and accountancy and related areas; and3.2.3 the provision of continuous professional development.
- Area Of Benefit
- NOT DEFINED.
10 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Risk management
- Policy Name
- Social media policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Investment
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Paying staff
- Policy Name
- Volunteer management
- Policy Name
- Conflicting interests
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investing charity funds policy and procedures