HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION
Registered charity 1114463 · accounts filings on the Charity Commission register · also registered in Scotland as SC041994 (OSCR)
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.
Causes: Education/training · The Advancement Of Health Or Saving Of Lives · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a surplus of £1,000 for the year, with total reserves standing at £5,032,000. Per the trustees' report, the organization has sufficient cash reserves and fixed asset investments to cover risks and maintain operations through at least June 2027. The trustees consider the financial position stable, noting that while there are net current liabilities, these would turn into net current assets if investments were realized or deferred income added back.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: six months' worth of total annual costs (held: £5.0m)
“The general fund should be built up to at least six months’ worth of total annual costs of the HFMA to cover short-term falling off in demand for the services offered.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: HFMA Ltd, HFMA Commercial Services Limited
“The HFMA wholly owns two trading subsidiaries, HFMA Ltd, and HFMA Commercial Services Limited.”
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by RSM UK Audit LLP. Discloses 4 of 6 completeness components.
In the news
Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).
Corporate structure
HFMA COMMERCIAL SERVICES LIMITED — per its own Companies House accounts
- The company is an immediate subsidiary undertaking of Healthcare Financial Management Association, a registered charity in the United Kingdom.
Company officers (Companies House)
Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.
- MARRIOTT, Craig — director, appointed 04/12/2025on trustee list
- WHITTLE, Terry — director, appointed 04/12/2025on trustee list
- WHITAKER, Amy — director, appointed 04/12/2025on trustee list
- MC CAULEY, Eimear — director, appointed 05/12/2024not on trustee list
- LLOYD, Nicky — director, appointed 05/12/2024on trustee list
- PHILLIPS, Catherine — director, appointed 07/12/2023on trustee list
- BRIGGS, Nicci — director, appointed 08/12/2022on trustee list
- RIDLEY, Peter Michael — director, appointed 09/12/2021on trustee list
- SCRAFIELD, Dawn — director, appointed 09/12/2021on trustee list
- CHANDLER, David William — director, appointed 10/12/2020on trustee list
- GNANAOLIVU, Kavita Keren, Dr — director, appointed 06/12/2019on trustee list
- CROWTHER, Simon — director, appointed 06/12/2019on trustee list
- WILSON, Claire Louise — director, appointed 07/12/2018on trustee list
- BOND, Lee William — director, appointed 07/12/2018on trustee list
- OUTHWAITE, Lee Stuart — director, appointed 09/12/2016on trustee list
- AGRAWAL, Sanjay, Dr — director, appointed 09/12/2016on trustee list
- TURNER, Ian — secretary, appointed 01/01/2026
Official officers record.
Public-sector contracts awarded
From the official Contracts Finder and Find a Tender notices (supplier matched by exact registered name). Contract income is distinct from grants.
Property (HM Land Registry)
2 registered titles in England and Wales held by the charity’s company or corporate body (1 freehold); recorded price paid £804k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Public profiles (found on the charity’s own website): facebook
Structured financials (annual return, FY ending 30/06/2025)
Cost of raising funds
£3.9m
Reported reserves equal ~7.2 months of spending — above the median for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Other trading activities (61% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 46.1% of total income — above the 90th percentile for charities its size (median 5.2%) (benchmarks).
- Amy Whitaker
- Catherine Phillips
- Claire Louise Wilson
- Craig Marriott
- David Chandler
- Dawn Scrafield
- Dr Kavita Keren Gnanaolivu
- Eimear McCauley
- Lee Outhwaite · trustee of 1 other charity
- Lee William Bond
- Nicci Briggs
- Nicky Lloyd
- Peter Ridley
- Sanjay Agrawal · trustee of 1 other charity
- Simon Paul Crowther
- Terry Whittle
Trustee list from the Charity Commission register (current, not historical).
Operates in: Northern Ireland · Scotland · Throughout England And Wales
Income and spending
Common questions
Is HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved a surplus of £1,000 for the year, with total reserves standing at £5,032,000. Per the trustees' report, the organization has sufficient cash reserves and fixed asset investments to cover risks and maintain operations through at least June 2027. The trustees consider the financial position stable, noting that while there are net current liabilities, these would turn into net current assets if investments were realized or deferred income added back. Its FY2025 accounts were audited by RSM UK Audit LLP.
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with HEALTHCARE PEOPLE MANAGEMENT ASSOCIATION.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.