Skip to main content Skip to navigation

Healthcare Financial Management Association

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.

Email Charity

Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£8,379,000
Latest Expenditure
£8,380,000

Financial Efficiency

Program Ratio 53.9%
% of income going directly to charitable activities

Higher than 11% of UK Arts charities with income £1M to £10M (sample: 780). How is this calculated?

Overall Efficiency 53.9%
% of expenditure going to programs (vs overhead)

Higher than 5% of UK Arts charities with income £1M to £10M. How is this calculated?

Administrative Ratio 46.5%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 4% of UK Arts charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £137,000
Charitable Activities £3,054,000
Other Trading £5,072,000
Investments £105,000
Other Income £11,000

Expenditure Categories

Charitable Expenditure £4,514,000
Raising Funds £3,866,000
Governance £30,000
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£8,379,000
£8,380,000£4,514,000£5,032,000£5,032,00082 / 150
2024
£9,179,000
£8,808,000£4,510,000£5,031,000£5,031,00088 / 250
2023
£8,687,000
£8,309,000£4,597,000£4,660,000£4,660,00079 / 150
2022
£7,170,000
£6,753,000£4,048,000£4,244,000£4,244,00071 / 200
2021
£5,759,000
£5,411,000£2,985,000£3,954,000£3,954,00067 / 150

Staff column shows: Employees / Volunteers

Frequently asked questions about Healthcare Financial Management Association

What does Healthcare Financial Management Association do?

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.

How much income did Healthcare Financial Management Association report in 2025?

Healthcare Financial Management Association reported total income of £8.38m and reported expenditure of £8.38m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is Healthcare Financial Management Association?

Healthcare Financial Management Association has a program ratio of 53.9%, meaning that share of its income goes directly to charitable activities. This is higher than 11% of UK Arts charities with income £1M to £10M (sample of 780 charities). See our methodology for how this is calculated.

When was Healthcare Financial Management Association registered as a charity?

Healthcare Financial Management Association was registered with the Charity Commission for England and Wales on 1 June 2006 as charity number 1114463. It has been registered for 20 years.

Who runs Healthcare Financial Management Association?

Healthcare Financial Management Association is governed by a board of 16 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Healthcare Financial Management Association operate?

Healthcare Financial Management Association operates across 3 areas: Northern Ireland, Scotland and England And Wales.

Is Healthcare Financial Management Association a registered charity?

Yes — Healthcare Financial Management Association is a registered charity in England and Wales, charity number 1114463.

Details

Address
HFMA House
4 Broad Plain
BRISTOL
BS2 0JP
Registration Date
1 June 2006
Status
Registered

Registry Information

Organisation Number
4023683
Charity Number
1114463

Is this your charity?

Add your logo, photos and tell the story behind the numbers in your own words. Free for our first 50 launch partners.

Claim this listing Learn more about premium profiles

Trustees

Amy Whitaker
Catherine Phillips
Claire Louise Wilson
Craig Marriott
David Chandler
Dawn Scrafield
Dr Kavita Keren Gnanaolivu
Eimear McCauley
Lee Outhwaite
Lee William Bond
Nicci Briggs
Nicky Lloyd
Peter Ridley
Sanjay Agrawal
Also governs 1 other charity
Simon Paul Crowther
Terry Whittle

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
Report a data issue