INDEPENDENT HEALTH ASSOCIATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT HEALTH ASSOCIATION INC (EIN 16-1080163)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349305676
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T10:37:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462045108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161080163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT HEALTH ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 7166313001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 FARBER LAKES DRIVE | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL W CROPP MD | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7166313001 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA M JANSONS | PreparerPersonNm |
| PTIN | P01222873 | PTIN |
| Phone | 3174648600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL W CROPP MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 FARBER LAKES DRIVE | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,027,004,816 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.INDEPENDENTHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1476 | TotalEmployeeCnt |
| Total Volunteers | 344 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,563,806,495 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,595,103,340 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,035,183 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,776,817 | CYInvestmentIncomeAmt |
| PY Other Revenue | $429,498 | PYOtherRevenueAmt |
| CY Other Revenue | $538,143 | CYOtherRevenueAmt |
| PY Total Revenue | $1,572,271,176 | PYTotalRevenueAmt |
| CY Total Revenue | $1,600,418,300 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,489,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,588,733 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,351,805,706 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,455,999,102 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $83,093,699 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $93,907,275 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $121,289,337 | PYOtherExpensesAmt |
| CY Other Expenses | $121,707,425 | CYOtherExpensesAmt |
| PY Total Expenses | $1,558,677,842 | PYTotalExpensesAmt |
| CY Total Expenses | $1,676,202,535 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,593,334 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$75,784,235 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $920,173,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $840,495,742 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $414,595,830 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $382,413,621 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $505,577,985 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $458,082,121 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,508,753,422 | ExpenseAmt |
| Grant | $4,588,733 | GrantAmt |
| Revenue | $1,595,103,340 | RevenueAmt |
| Desc | INDEPENDENT HEALTH ASSOCIATION (IHA) COORDINATES THE DELIVERY OF QUALITY HEALTH CARE COVERAGE THROUGH CONTRACTS WITH THE INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK (IPAWNY), A TAXABLE NON-PROFIT, FOR ITS COMMERCIAL AND MEDICARE HMO PRODUCTS WITHIN THE EIGHT COUNTIES OF WESTERN NEW YORK (WNY). IHA ALSO PROVIDES COVERAGE AND COORDINATES SERVICES TO ITS MEDICAID HMO PRODUCT (WHICH INCLUDES THE FAMILY HEALTH PLUS (FHP) PROGRAM AVAILABLE TO ELIGIBLE RESIDENTS OF ERIE COUNTY AND THE CHILD HEALTH PLUS (CHP) PROGRAM) FOR THE ARRANGEMENT OF PHYSICIAN, HOSPITAL, MEDICALLY NECESSARY HEALTH SERVICES, DIAGNOSTIC AND PREVENTIVE HEALTH SERVICES TO THE COMMUNITIES LOCATED IN ERIE AND NIAGARA COUNTY. (SEE SCHEDULE O FOR ADDITIONAL DETAIL). | Desc |
| Total Program Service Expenses | $1,508,753,422 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 161 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1476 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JARED GROSS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7166313001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 FARBER LAKES DRIVE | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL CROPP MD | ||||||||||
| PRESIDENT & CEO | 32.00 | 19.00 | Yes (X) | Yes (X) | $1,955,270 | $0 | $640,981 | |||
| KATHLEEN MYLOTTE MD | ||||||||||
| CHAIRPERSON | 10.00 | 0.00 | Yes (X) | Yes (X) | $106,100 | $0 | $0 | |||
| DANIEL B WEINTRAUB CPA | ||||||||||
| BOARD MEMBER | 5.00 | 2.00 | Yes (X) | $70,500 | $0 | $7,449 | ||||
| ANTHONY J BAYNES | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $54,500 | $0 | $10,682 | ||||
| DANIEL GAGLIARDO | ||||||||||
| BOARD MEMBER | 5.00 | 1.00 | Yes (X) | $48,500 | $0 | $10,682 | ||||
| DONALD K BOSWELL | ||||||||||
| VICE CHAIRPERSON | 5.00 | 0.00 | Yes (X) | Yes (X) | $58,500 | $0 | $411 | |||
| PATRICIA SMITH | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $56,500 | $0 | $411 | ||||
| LISA MENDONZA MD | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $44,500 | $0 | $10,682 | ||||
| DAVID PAWLOWSKI MD | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $42,500 | $0 | $10,682 | ||||
| FUAD SHERIFF MD | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $44,500 | $0 | $7,449 | ||||
| GERARD T MAZURKIEWICZ CPA | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $49,500 | $0 | $411 | ||||
| DAVID J MCNAMARA ESQ | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $47,500 | $0 | $0 | ||||
| YVONNE S MINOR-RAGAN PHD | ||||||||||
| BOARD MEMBER | 5.00 | 2.00 | Yes (X) | $46,500 | $0 | $411 | ||||
| PAMELA D REED MD | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $46,500 | $0 | $0 | ||||
| MANSI DEMIA | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $44,500 | $0 | $0 | ||||
| THOMAS J FOELS MD | ||||||||||
| BOARD MEMBER | 5.00 | 0.00 | Yes (X) | $44,500 | $0 | $0 | ||||
| COLLEEN C DIPIRRO | ||||||||||
| BOARD MEMBER (END 04/23) | 5.00 | 1.00 | Yes (X) | $1,200 | $0 | $1,780 | ||||
| ANTHONY BILLITTIER | ||||||||||
| EVP - CHF MEDICAL OFCR | 21.00 | 20.00 | Yes (X) | $999,731 | $0 | $280,787 | ||||
| JAMES DUNLOP | ||||||||||
| TREASURER & EVP CFO | 36.00 | 16.00 | Yes (X) | $813,448 | $0 | $314,422 | ||||
| JOHN MINEO | ||||||||||
| SEC - EVP GEN COUNSEL (END 04/23) | 8.00 | 6.00 | Yes (X) | $1,054,444 | $0 | $25,280 | ||||
| KENNETH SODARO | ||||||||||
| SEC -EVP GENERAL COUNSEL (BEG 05/23) | 17.00 | 10.00 | Yes (X) | $254,269 | $0 | $45,159 | ||||
| NICOLE BRITTON | ||||||||||
| VP - CHF COMPLIANCE OFCR | 32.00 | 11.00 | Yes (X) | $206,419 | $0 | $31,865 | ||||
| JOHN REID RODGERS | ||||||||||
| EVP - COO | 33.00 | 16.00 | $988,928 | $0 | $455,333 | Yes (X) | ||||
| PATRICIA C CLABEAUX | ||||||||||
| EVP - CHF HR OFCR | 27.00 | 18.00 | $611,877 | $0 | $241,218 | Yes (X) | ||||
| ERIC J DECKER | ||||||||||
| SVP - INFORMATION TECHNOLOGY CIO | 32.00 | 14.00 | $533,987 | $0 | $125,336 | Yes (X) | ||||
| ROBERTA D RIFKIN | ||||||||||
| SVP-GOVT AFFAIRS & STRAT PRTNRSHPS | 27.00 | 17.00 | $457,493 | $0 | $172,967 | Yes (X) | ||||
| MARGARET STEFFAN | ||||||||||
| SVP - FINANCE & CAO | 31.00 | 20.00 | $436,765 | $0 | $183,993 | Yes (X) | ||||
| RICHARD M ARGENTIERI | ||||||||||
| SVP - CHF SALES & MARKT OFCR | 31.00 | 16.00 | $437,677 | $0 | $147,552 | Yes (X) | ||||
| CHERYL FRIEDMAN | ||||||||||
| SVP - HEALTH CARE SERVICES | 37.00 | 20.00 | $456,773 | $0 | $67,786 | Yes (X) | ||||
| AMIN M SEREHALI | ||||||||||
| SVP - CHF DATA & ANALYTICS OFCR | 36.00 | 13.00 | $419,165 | $0 | $77,814 | Yes (X) | ||||
| MIKE REILLY | ||||||||||
| SVP-CHF HEALTHCARE INNV & STRAT. OFCR | 27.00 | 19.00 | $427,500 | $0 | $57,000 | Yes (X) | ||||
| ANNE O'NEILL | ||||||||||
| SVP - CHF RISK OFCR | 32.00 | 12.00 | $337,485 | $0 | $146,559 | Yes (X) | ||||
| ANTHONY MONTAGNA | ||||||||||
| SVP - CHF NETWORK OFCR | 29.00 | 20.00 | $354,945 | $0 | $122,733 | Yes (X) | ||||
| ROBERT TRACY | ||||||||||
| SVP - GOVT PROGRAMS | 33.00 | 12.00 | $351,867 | $0 | $81,583 | Yes (X) | ||||
| DAVID SHUTE | ||||||||||
| SVP - OPERATIONS | 32.00 | 10.00 | $356,102 | $0 | $68,124 | Yes (X) | ||||
| DAVE MIKA | ||||||||||
| SVP -BUSINESS OPERATIONS (BEG 05/23) | 30.00 | 16.00 | $302,956 | $0 | $58,259 | Yes (X) | ||||
| PETER GHIL | ||||||||||
| SVP - CHF ACTUARIAL OFCR (BEG 04/23) | 43.00 | 18.00 | $287,477 | $0 | $42,426 | Yes (X) | ||||
| GEORGE WANDS | ||||||||||
| VP - CHF AUDIT OFCR | 31.00 | 11.00 | $206,750 | $0 | $40,594 | Yes (X) | ||||
| TIMOTHY HALEY | ||||||||||
| MED DIR MED POLICY & UM | 10.00 | 32.00 | $368,287 | $0 | $43,271 | Yes (X) | ||||
| DEIDRE WHEAT | ||||||||||
| MED DIR QUALITY DISEASE POP HEALTH | 19.00 | 29.00 | $356,468 | $0 | $48,240 | Yes (X) | ||||
| JONATHAN BUROW | ||||||||||
| VP - CUST EXP & DIGITAL | 31.00 | 16.00 | $310,411 | $0 | $42,028 | Yes (X) | ||||
| JOSHUA ZALEN | ||||||||||
| VP - IT SERVICE OPEARATIONS | 29.00 | 26.00 | $305,366 | $0 | $41,377 | Yes (X) | ||||
| JENNIFER WALSH | ||||||||||
| ASSOCIATED MED DIR UM | 10.00 | 30.00 | $301,859 | $0 | $15,815 | Yes (X) | ||||
| MARK I JOHNSON | ||||||||||
| FORMER OFFICER (END 05/18) | 7.00 | 4.00 | $227,630 | $0 | $18 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $14,927,649 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,679,570 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 357 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INDEPENDENT PRACTICE ASSOCIATION OF WNY | |||||
| 511 FARBER LAKES DRIVE | BUFFALO | NY | 14221 | MEDICAL & PHARMACY BENEFIT SERVICES | $937,147,789 |
| LIBERTY DENTAL NEW YORK IPA LLC | |||||
| 340 COMMERCE STE 100 | IRVINE | CA | 92602 | DENTAL BENEFITS COMPANY | $22,461,488 |
| SIRIUS COMPUTER SOLUTIONS | |||||
| PO BOX 202289 | DALLAS | TX | 753202289 | INFORMATION TECHNOLOGY SERVICES | $13,623,844 |
| ATOS SYNTEL INC | |||||
| 4851 REGENT BLVD | IRVING | TX | 75063 | INFORMATION TECHNOLOGY SERVICES | $13,111,845 |
| WNY COORDINATED MEDICAL CARE PC | |||||
| 511 FARBER LAKES DRIVE | BUFFALO | NY | 14221 | MEDICAL SERVICES | $13,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 186 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREMIUMS,REINSURANCE,& | Desc |
| Business | 524114 | BusinessCd |
| Total Revenue Column | $1,595,103,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,595,103,340 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,595,103,340 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,320,919 | TotalRevenueColumnAmt |
| Exclusion | $13,320,919 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457,453 | TotalRevenueColumnAmt |
| Exclusion | $457,453 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $102,006 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,316 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $80,690 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,690 | TotalRevenueColumnAmt |
| Exclusion | $80,690 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $418,021,098 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $426,288,032 | SecuritiesAmt |
| Other | $277,168 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$8,266,934 | SecuritiesAmt |
| Other | -$277,168 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,544,102 | TotalRevenueColumnAmt |
| Exclusion | -$8,544,102 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,600,418,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,595,103,340 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,314,960 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,588,733 | TotalAmt |
| Program Services | $4,588,733 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,455,999,102 | TotalAmt |
| Program Services | $1,455,999,102 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,546,447 | TotalAmt |
| Management And General | $16,546,447 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,492,058 | TotalAmt |
| Program Services | $17,802,614 | ProgramServicesAmt |
| Management And General | $27,689,444 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,005,971 | TotalAmt |
| Program Services | $717,055 | ProgramServicesAmt |
| Management And General | $2,288,916 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,814,854 | TotalAmt |
| Program Services | $4,082,617 | ProgramServicesAmt |
| Management And General | $15,732,237 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,047,945 | TotalAmt |
| Program Services | $1,412,056 | ProgramServicesAmt |
| Management And General | $7,635,889 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,643,737 | TotalAmt |
| Management And General | $1,643,737 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,235 | TotalAmt |
| Management And General | $424,235 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,760 | TotalAmt |
| Management And General | $121,760 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,264 | TotalAmt |
| Management And General | $1,010,264 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,215,786 | TotalAmt |
| Program Services | $78,681 | ProgramServicesAmt |
| Management And General | $36,137,105 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,073,661 | TotalAmt |
| Program Services | $2,177 | ProgramServicesAmt |
| Management And General | $5,071,484 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,737,142 | TotalAmt |
| Program Services | $340,281 | ProgramServicesAmt |
| Management And General | $8,396,861 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,933,234 | TotalAmt |
| Program Services | $122 | ProgramServicesAmt |
| Management And General | $18,933,112 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,647,437 | TotalAmt |
| Management And General | $1,647,437 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,484 | TotalAmt |
| Program Services | $27,121 | ProgramServicesAmt |
| Management And General | $133,363 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,323 | TotalAmt |
| Management And General | $101,323 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,177,454 | TotalAmt |
| Management And General | $6,177,454 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,322,149 | TotalAmt |
| Management And General | $12,322,149 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,667,188 | TotalAmt |
| Program Services | $40,568 | ProgramServicesAmt |
| Management And General | $1,626,620 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GME SURCHARGE | $18,528,311 | $18,528,311 | |
| WELLNESS REWARDS | $1,332,788 | $1,321,255 | $11,533 |
| MHPAEA PENALTY | $1,126,000 | $1,126,000 | |
| NYS ASSESSMENT/ACA | $977,918 | $977,918 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,506,554 | TotalAmt |
| Program Services | $3,812,729 | ProgramServicesAmt |
| Management And General | $1,693,825 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,676,202,535 | TotalAmt |
| Program Services | $1,508,753,422 | ProgramServicesAmt |
| Management And General | $167,449,113 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,654,819 | BOYAmt |
| EOY | $6,438,163 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,549,558 | BOYAmt |
| EOY | $267,492,258 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,289,920 | BOYAmt |
| EOY | $35,174,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $176,278,714 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,008,052 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,651,595 | BOYAmt |
| EOY | $55,270,662 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,619,839 | BOYAmt |
| EOY | $284,780,010 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,608,750 | BOYAmt |
| EOY | $1,563,750 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,799,334 | BOYAmt |
| EOY | $189,776,303 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,173,815 | BOYAmt |
| EOY | $840,495,742 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,261,644 | BOYAmt |
| EOY | $107,704,389 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,907,663 | BOYAmt |
| EOY | $8,247,971 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,985,657 | BOYAmt |
| EOY | $4,599,506 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,500,000 | BOYAmt |
| EOY | $78,850,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,940,866 | BOYAmt |
| EOY | $183,011,755 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,595,830 | BOYAmt |
| EOY | $382,413,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,337,166 | BOYAmt |
| EOY | $284,473,061 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,240,819 | BOYAmt |
| EOY | $173,609,060 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,577,985 | BOYAmt |
| EOY | $458,082,121 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,173,815 | BOYAmt |
| EOY | $840,495,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$75,784,235 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,288,371 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $542,713 | OtherCostOrOtherBasisAmt |
| Book Value | $542,713 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,772,167 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,597,818 | DepreciationAmt |
| Book Value | $13,174,349 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,860,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,512,530 | DepreciationAmt |
| Book Value | $4,348,374 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,949,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,390,099 | DepreciationAmt |
| Book Value | $17,559,698 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,153,133 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,507,605 | DepreciationAmt |
| Book Value | $19,645,528 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,270,662 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS HELD IN ESCROW PER NYSDOH REGULATION 98-1.11CF | $78,164,259 |
| INVESTMENT IN AFFILIATES | $111,612,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $189,776,303 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFITS PAYABLE | $58,300,099 |
| CAPITATION PAYABLE | $7,398,542 |
| INTERCOMPANY PAYABLE | $83,264,970 |
| MEDICAL LOSS RATIO REBATES | $2,808,144 |
| LEGAL SETTLEMENT PAYABLE | $31,240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,011,755 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,609,333,472 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,288,371 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$9,650,969 | OtherRevenueAmt |
| Revenue Not Reported | $18,637,402 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,590,696,070 | RevenueSubtotalAmt |
| Other Revenues Not Included | $9,722,230 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,722,230 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,600,418,300 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,658,482,305 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$9,722,230 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$9,722,230 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,668,204,535 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $7,998,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,998,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,676,202,535 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | LONG TERM INCENTIVE DEFERRED COMPENSATION PLAN(S) ARE OFFERED TO KEY EXECUTIVES. FUTURE PAYMENT IS BASED ON PERFORMANCE AND HISTORICAL COMPENSATION, ASSETS ARE UNDER CUSTODIAL ARRANGEMENT WITH M&T BANK. |
| PART X, LINE 2: | INDEPENDENT HEALTH ASSOCIATION & AFFILIATES (THE ASSOCIATION) RECOGNIZED NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS AT DECEMBER 31, 2023 AND 2022. THE ASSOCIATION DID NOT RECORD INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2023 AND 2022. THE ASSOCIATION IS SUBJECT TO U.S. FEDERAL INCOME TAX AND INCOME TAX IN VARIOUS STATE JURISDICTIONS. AS OF DECEMBER 31, 2023, THE ASSOCIATION'S TAX YEARS FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATIONS BY FEDERAL TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME -7,462,617. NON-SERVICE NET PERIODIC PENSION COSTS NETTED AGAINST INCOME 1,628,459. ENCOUNTER PENALTY NETTED AGAINST INCOME -369,781. MHPAEA PENALTY NETTED AGAINST INCOME -1,126,000. OPERATING GRANT NETTED AGAINST INCOME -2,321,030. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REINSURANCE RECOVERIES 5,294,483. RX REBATE 4,449,064. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B -21,317. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REINSURANCE RECOVERIES -5,294,483. RX REBATE -4,449,064. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B 21,317. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME 3,202,616. PENSION RELATED CHARGES AND NON-SERVICE NET PERIODIC PENSION COST -3,281,428. ENCOUNTER PENALTY NETTED AGAINST OTHER INCOME 369,782. MHPAEA PENALTY NETTED AGAINST OTHER INCOME 1,126,000. LEGAL SETTLEMENT INTEREST EXPENSE NETTED AGAINST OTHER INCOME 4,260,000. OPERATING GRANT EXPENSE NETTED AGAINST OTHER INCOME 2,321,030. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | REINSURANCE | $396,567 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $32,602,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $32,998,699 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $32,998,699 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION | ||||||||
| 45 ASH STREET | EAST HARTFORD | CT | 06108 | 060646594 | 501(C)(3) | $5,115 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| AMHERST CHAMBER OF COMMERCE | ||||||||
| 400 ESSJAY ROAD SUITE 150 | AMHERST | NY | 14221 | 160959485 | 501(C)(6) | $24,488 | $0 | SPONSORSHIP |
| BACK TO BASICS PEACEKEEPERS | ||||||||
| 1370 WILLIAM ST SUITE 100 | BUFFALO | NY | 14206 | 161509888 | 501(C)(3) | $9,049 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| BISONS BASEBALL INC | ||||||||
| ONE JAMES D GRIFFIN PLAZA | BUFFALO | NY | 142032729 | 161193569 | $17,403 | $0 | SPONSORSHIP | |
| BUFFALO BILLS LLC | ||||||||
| ONE BILLS DRIVE | ORCHARD PARK | NY | 14127 | 471762470 | $595,563 | $0 | SPONSORSHIP FOR HEALTHY LIVING | |
| BUFFALO NIAGARA PARTNERSHIP INC | ||||||||
| 257 WEST GENESEE STREET SUITE 600 | BUFFALO | NY | 14202 | 160365700 | 501(C)(3) | $10,093 | $0 | SPONSORSHIP |
| BUFFALO NIAGARA PARTNERSHIP FOUNDATION INC | ||||||||
| 257 WEST GENESEE STREET SUITE 600 | BUFFALO | NY | 14202 | 160761958 | 501(C)(3) | $34,109 | $0 | SPONSORSHIP |
| BUFFALO RIVERWORKS LLC | ||||||||
| 359 GANSON ST | BUFFALO | NY | 14203 | 463720236 | $226,233 | $0 | SPONSORSHIP FOR HEALTHY LIVING | |
| BUFFALO URBAN LEAGUE INC | ||||||||
| 15 GENESEE ST | BUFFALO | NY | 14203 | 160743940 | 501(C)(3) | $20,883 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| CANISIUS UNIVERSITY | ||||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | 160743209 | 501(C)(3) | $27,374 | $0 | SPONSORSHIP |
| CATHOLIC CHARITIES OF BUFFALO NEW YORK | ||||||||
| 741 DELAWARE AVENUE | BUFFALO | NY | 14209 | 160743251 | 501(C)(3) | $11,138 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| CENTER FOR HOSPICE AND PALLIATIVE CARE INC | ||||||||
| 225 COMO PARK BLVD | CHEEKTOWAGA | NY | 142271416 | 223141532 | 501(C)(3) | $5,221 | $0 | SPONSORSHIP |
| CHILD & FAMILY SERVICES | ||||||||
| 330 DELAWARE AVE | BUFFALO | NY | 14202 | 161004825 | 501(C)(3) | $6,961 | $0 | SPONSORSHIP |
| ECMC FOUNDATION | ||||||||
| 462 GRIDER ST STE G1 | BUFFALO | NY | 14215 | 223283946 | 501(C)(3) | $76,919 | $0 | SPONSORSHIP |
| ENDEAVOR WESTERN NEW YORK INC | ||||||||
| 211 RUSKIN ROAD | AMHERST | NY | 14226 | 842898352 | 501(C)(3) | $13,922 | $0 | SPONSORSHIP |
| GATEWAY LONGVIEW FOUNDATION | ||||||||
| 6350 MAIN STREET | WILLIAMSVILLE | NY | 14221 | 161559402 | 501(C)(6) | $5,221 | $0 | SPONSORSHIP |
| GREEN OPTIONS BUFFALO (GOBIKESLOW ROLL) | ||||||||
| 640 ELLICOTT ST SUITE 447 | BUFFALO | NY | 14203 | 272501533 | 501(C)(3) | $38,286 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| HISPANIC HERITAGE COUNCIL OF WNY INC | ||||||||
| PO BOX 361 | BUFFALO | NY | 14201 | 800719778 | 501(C)(3) | $14,148 | $0 | SPONSORSHIP |
| HORIZON HEALTH SERVICES INC | ||||||||
| 55 DODGE ROAD | GETZVILLE | NY | 14068 | 166198498 | 501(C)(3) | $8,701 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| INVEST BUFFALO NIAGARA INC | ||||||||
| 257 WEST GENESEE STREET SUITE 600 | BUFFALO | NY | 142031425 | 161579523 | 501(C)(3) | $34,805 | $0 | SPONSORSHIP |
| INDEPENDENT HEALTH FOUNDATION | ||||||||
| 777 INTERNATIONAL DRIVE | BUFFALO | NY | 14221 | 161417199 | 501(C)(3) | $2,327,030 | $0 | SPONSORSHIP |
| JERICHO ROAD COMMUNITY HEALTH CENTER | ||||||||
| 184 BARTON ST | BUFFALO | NY | 14213 | 451571876 | 501(C)(3) | $63,372 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| KALEIDA HEALTH FOUNDATION | ||||||||
| 1028 MAIN ST 4TH FL | BUFFALO | NY | 14202 | 161579143 | 501(C)(3) | $6,961 | $0 | SPONSORSHIP |
| LARKIN SQUARE LLC | ||||||||
| 726 EXCHANGE ST SUITE 825 | BUFFALO | NY | 14210 | 454273897 | $59,169 | $0 | SPONSORSHIP | |
| LEADERSHIP BUFFALO | ||||||||
| 237 MAIN STREET SUITE 1500 | BUFFALO | NY | 142032720 | 161363536 | 501(C)(3) | $6,961 | $0 | SPONSORSHIP |
| LMHF STRIVE TO THRIVE PROGRAM INC | ||||||||
| 3786 BROADWAY STREET | CHEEKTOWAGA | NY | 14227 | 815207846 | 501(C)(3) | $121,818 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| NATIONAL FEDERATION OF JUST COMMUNITIES OF WNY | ||||||||
| 360 DELAWARE AVENUE | BUFFALO | NY | 14202 | 203185568 | 501(C)(3) | $6,961 | $0 | SPONSORSHIP |
| NIAGARA FRONTIER AUTOMOBILE DEALERS ASSOCIATION (NFADA) | ||||||||
| 1144 WEHRLE DRIVE | WILLIAMSVILLE | NY | 14221 | 161194880 | 501(C)(3) | $30,628 | $0 | SPONSORSHIP |
| PEOPLE INC | ||||||||
| 1219 NORTH FOREST ROAD | BUFFALO | NY | 14221 | 161450321 | 501(C)(3) | $41,766 | $0 | SPONSORSHIP |
| POLICE ATHLETIC LEAGUE | ||||||||
| 65 NIAGARA SQUARE 21ST FLOOR | BUFFALO | NY | 14202 | 161468698 | 501(C)(3) | $17,403 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| RICH PRODUCTS CORPORATION | ||||||||
| 1150 NIAGARA ST PO BOX 245 | BUFFALO | NY | 14240 | 311387980 | $69,610 | $0 | SPONSORSHIP | |
| SENECA DIABETES FOUNDATION | ||||||||
| PO BOX 309 | IRVING | NY | 140810309 | 203214056 | 501(C)(3) | $27,844 | $0 | SPONSORSHIP |
| SHARED MOBILITY | ||||||||
| 640 ELLICOTT ST 441 | BUFFALO | NY | 14203 | 465072814 | 501(C)(3) | $462,210 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| TASTE OF BUFFALO INC | ||||||||
| 276 GREENWOOD COURT | EAST AURORA | NY | 14052 | 161390601 | 501(C)(6) | $12,530 | $0 | SPONSORSHIP FOR HEALTHY LIVING |
| UNITED WAY OF BUFFALO & ERIE COUNTY - ENDOWMENT CAMPAIGN | ||||||||
| 742 DELAWARE AVENUE | BUFFALO | NY | 14209 | 160743969 | 501(C)(3) | $6,961 | $0 | SPONSORSHIP |
| WESTMINSTER ECONOMIC DEVELOPMENT INITIATIVE INC | ||||||||
| 436 GRANT STREET | BUFFALO | NY | 14213 | 204230463 | 501(C)(3) | $6,497 | $0 | SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DONATIONS/CONTRIBUTION: SUPPORT IS PROVIDED TO COLLABORATING COMMUNITY PARTNERS WHO ALIGN WITH OUR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF THE WNY COMMUNITY. THE GRANTS OR SPONSORSHIPS ARE RECORDED IN THE FINANCIAL SYSTEM'S GENERAL LEDGER AS COMMUNITY PROGRAMS AND COPIES OF ALL PAYMENTS ARE KEPT ON FILE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL CROPP MD | ||||||||||||||
| PRESIDENT & CEO | $1,131,471 | $0 | $786,293 | $0 | $37,506 | $0 | $627,783 | $0 | $13,198 | $0 | $2,596,251 | $0 | $221,450 | $0 |
| JOHN REID RODGERS | ||||||||||||||
| EVP - COO | $604,398 | $0 | $353,793 | $0 | $30,737 | $0 | $423,532 | $0 | $31,801 | $0 | $1,444,261 | $0 | $88,838 | $0 |
| ANTHONY BILLITTIER | ||||||||||||||
| EVP - CHF MEDICAL OFCR | $454,260 | $0 | $535,861 | $0 | $9,610 | $0 | $215,953 | $0 | $64,834 | $0 | $1,280,518 | $0 | $355,503 | $0 |
| JAMES DUNLOP | ||||||||||||||
| TREASURER & EVP CFO | $578,329 | $0 | $228,454 | $0 | $6,665 | $0 | $243,180 | $0 | $71,242 | $0 | $1,127,870 | $0 | $0 | $0 |
| JOHN MINEO | ||||||||||||||
| SEC - EVP GEN COUNSEL (END 04/23) | $137,960 | $0 | $506,692 | $0 | $409,792 | $0 | $7,817 | $0 | $17,463 | $0 | $1,079,724 | $0 | $353,285 | $0 |
| PATRICIA C CLABEAUX | ||||||||||||||
| EVP - CHF HR OFCR | $386,767 | $0 | $217,591 | $0 | $7,519 | $0 | $188,592 | $0 | $52,626 | $0 | $853,095 | $0 | $63,609 | $0 |
| ERIC J DECKER | ||||||||||||||
| SVP - INFORMATION TECHNOLOGY CIO | $383,311 | $0 | $148,991 | $0 | $1,685 | $0 | $96,219 | $0 | $29,117 | $0 | $659,323 | $0 | $38,529 | $0 |
| ROBERTA D RIFKIN | ||||||||||||||
| SVP-GOVT AFFAIRS & STRAT PRTNRSHPS | $281,080 | $0 | $172,543 | $0 | $3,870 | $0 | $142,970 | $0 | $29,997 | $0 | $630,460 | $0 | $90,793 | $0 |
| MARGARET STEFFAN | ||||||||||||||
| SVP - FINANCE & CAO | $311,192 | $0 | $121,256 | $0 | $4,317 | $0 | $153,959 | $0 | $30,034 | $0 | $620,758 | $0 | $30,968 | $0 |
| RICHARD M ARGENTIERI | ||||||||||||||
| SVP - CHF SALES & MARKT OFCR | $314,538 | $0 | $119,510 | $0 | $3,629 | $0 | $121,379 | $0 | $26,173 | $0 | $585,229 | $0 | $29,367 | $0 |
| CHERYL FRIEDMAN | ||||||||||||||
| SVP - HEALTH CARE SERVICES | $330,313 | $0 | $122,168 | $0 | $4,292 | $0 | $41,158 | $0 | $26,628 | $0 | $524,559 | $0 | $27,664 | $0 |
| AMIN M SEREHALI | ||||||||||||||
| SVP - CHF DATA & ANALYTICS OFCR | $323,995 | $0 | $92,997 | $0 | $2,173 | $0 | $51,020 | $0 | $26,794 | $0 | $496,979 | $0 | $0 | $0 |
| MIKE REILLY | ||||||||||||||
| SVP-CHF HEALTHCARE INNV & STRAT. OFC | $331,753 | $0 | $94,504 | $0 | $1,243 | $0 | $53,974 | $0 | $3,026 | $0 | $484,500 | $0 | $0 | $0 |
| ANNE O'NEILL | ||||||||||||||
| SVP - CHF RISK OFCR | $263,771 | $0 | $71,105 | $0 | $2,609 | $0 | $117,824 | $0 | $28,735 | $0 | $484,044 | $0 | $0 | $0 |
| ANTHONY MONTAGNA | ||||||||||||||
| SVP - CHF NETWORK OFCR | $254,894 | $0 | $99,126 | $0 | $925 | $0 | $97,779 | $0 | $24,954 | $0 | $477,678 | $0 | $26,430 | $0 |
| ROBERT TRACY | ||||||||||||||
| SVP - GOVT PROGRAMS | $251,894 | $0 | $97,499 | $0 | $2,474 | $0 | $54,373 | $0 | $27,210 | $0 | $433,450 | $0 | $24,803 | $0 |
| DAVID SHUTE | ||||||||||||||
| SVP - OPERATIONS | $280,833 | $0 | $72,524 | $0 | $2,745 | $0 | $44,185 | $0 | $23,939 | $0 | $424,226 | $0 | $0 | $0 |
| TIMOTHY HALEY | ||||||||||||||
| MED DIR MED POLICY & UM | $330,118 | $0 | $35,679 | $0 | $2,490 | $0 | $13,483 | $0 | $29,788 | $0 | $411,558 | $0 | $0 | $0 |
| DEIDRE WHEAT | ||||||||||||||
| MED DIR QUALITY DISEASE POP HEALTH | $319,291 | $0 | $34,894 | $0 | $2,283 | $0 | $15,033 | $0 | $33,207 | $0 | $404,708 | $0 | $0 | $0 |
| DAVE MIKA | ||||||||||||||
| SVP -BUSINESS OPERATIONS (BEG 05/23) | $255,656 | $0 | $43,804 | $0 | $3,496 | $0 | $28,291 | $0 | $29,968 | $0 | $361,215 | $0 | $0 | $0 |
| JONATHAN BUROW | ||||||||||||||
| VP - CUST EXP & DIGITAL | $262,777 | $0 | $47,252 | $0 | $382 | $0 | $12,273 | $0 | $29,755 | $0 | $352,439 | $0 | $0 | $0 |
| JOSHUA ZALEN | ||||||||||||||
| VP - IT SERVICE OPEARATIONS | $257,280 | $0 | $46,699 | $0 | $1,387 | $0 | $12,409 | $0 | $28,968 | $0 | $346,743 | $0 | $0 | $0 |
| PETER GHIL | ||||||||||||||
| SVP - CHF ACTUARIAL OFCR (BEG 04/23) | $233,993 | $0 | $52,126 | $0 | $1,358 | $0 | $13,542 | $0 | $28,884 | $0 | $329,903 | $0 | $0 | $0 |
| JENNIFER WALSH | ||||||||||||||
| ASSOCIATED MED DIR UM | $280,920 | $0 | $19,912 | $0 | $1,027 | $0 | $13,470 | $0 | $2,345 | $0 | $317,674 | $0 | $0 | $0 |
| KENNETH SODARO | ||||||||||||||
| SEC -EVP GENERAL COUNSEL (BEG 05/23) | $234,043 | $0 | $0 | $0 | $20,226 | $0 | $0 | $0 | $45,159 | $0 | $299,428 | $0 | $0 | $0 |
| GEORGE WANDS | ||||||||||||||
| VP - CHF AUDIT OFCR | $174,677 | $0 | $30,907 | $0 | $1,166 | $0 | $13,176 | $0 | $27,418 | $0 | $247,344 | $0 | $0 | $0 |
| NICOLE BRITTON | ||||||||||||||
| VP - CHF COMPLIANCE OFCR | $175,476 | $0 | $30,679 | $0 | $264 | $0 | $4,726 | $0 | $27,139 | $0 | $238,284 | $0 | $0 | $0 |
| MARK I JOHNSON | ||||||||||||||
| FORMER OFFICER (END 05/18) | $227,630 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18 | $0 | $227,648 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | PART I, LINES 4A THE FOLLOWING LISTED PERSON FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH DURING 2023: JOHN MINEO - $330,832 PART I, LINES 4B ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457(A) AND 409(A). ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART VII: MICHAEL CROPP, M.D. - $221,450 JOHN RODGERS - $88,838 PATRICIA CLABEAUX -$63,609 ANTHONY BILLITTIER - $355,503 JOHN MINEO - $353,285 ERIC DECKER - $38,529 MARGARET STEFFAN - $30,968 CHERYL FRIEDMAN - $27,664 ROBERTA RIFKIN - $90,793 RICHARD ARGENTIERI - $29,367 ANTHONY MONTAGNA - $26,430 ROBERT TRACY -$24,803 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WNY COORDINATED MEDICAL CARE PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $13,000,000 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIES: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF INTERESTED PERSON: WNY COORDINATED CARE PC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: GREATER THAN 35% CONTROLLED ENTITY BY ANTHONY BILLITTIER, CURRENT OFFICER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACT ARRANGEMENT, DELIVERY OF HEALTHCARE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | HEADQUARTERED IN BUFFALO, INDEPENDENT HEALTH BEGAN OPERATIONS IN 1980 AND HAS CONSISTENTLY BEEN RATED AMONG THE TOP HEALTH PLANS IN THE COUNTRY FOR CUSTOMER SERVICE AND MEMBER SATISFACTION. INDEPENDENT HEALTH'S COMPREHENSIVE PORTFOLIO OF PROGRESSIVE PRODUCTS INCLUDE HMO, POS, PPO AND EPO PRODUCTS, MEDICARE AND MEDICAID PLANS, TRADITIONAL INDEMNITY INSURANCE, INDIVIDUAL AND SMALL GROUP EXCHANGE PRODUCTS, AND CONSUMER-DIRECTED PLANS, PLUS COVERAGE FOR SELF-FUNDED EMPLOYERS. INDEPENDENT HEALTH'S SUBSIDIARY COMPANIES INCLUDE PHARMACY BENEFIT DIMENSIONS, RELIANCE RX AND NOVA HEALTHCARE ADMINISTRATORS, INC. IHA OFFERS ITS MEMBERS HEALTH RISK MANAGEMENT TOOLS INCLUDING AN ONLINE HEALTH RISK ASSESSMENT TO GIVE THEM THE INFORMATION THEY NEED TO HELP CONTROL CURRENT AND PREVENT FUTURE PROBLEMS. PROGRAMS FOR COVERED EMPLOYEES, AS WELL AS FOR EMPLOYERS, HELP THEM MAKE GOOD HEALTH A PART OF THEIR CULTURE. IHA OFFERS A 24-HOUR MEDICAL HELP LINE WITH ACCESS TO A REGISTERED NURSE TO HELP MEMBERS EXPLORE TREATMENT OPTIONS, DETERMINE APPROPRIATE CARE AND DISCUSS NEEDED HEALTH SCREENINGS. OTHER MEMBERSHIP SERVICES INCLUDE PREVENTIVE CARE WITH ACTIVE PARTICIPATION BY COMMUNITY ORGANIZATIONS IN INITIATIVES SUCH AS THE POPULATION HEALTH COLLABORATIVE OF WESTERN NEW YORK, A NOT-FOR-PROFIT DEDICATED TO IMPROVING THE HEALTH OF PEOPLE IN WESTERN NEW YORK. IT DEPENDS ON UNPRECEDENTED COLLABORATION AMONG KEY STAKEHOLDERS AND THE SECURE SHARING OF CLINICAL INFORMATION, AS WELL AS THE ADOPTION OF HEALTH INFORMATION TECHNOLOGY AND ELECTRONIC MEDICAL RECORDS, THROUGH ORGANIZATIONS SUCH AS HEALTHELINK. IN THE PAST, THE IHA HEALTH COACH PROGRAM OFFERED A BROAD RANGE OF SERVICES, INCLUDING EDUCATION AND CARE COORDINATION, TO IMPROVE THE HEALTH OF IHA MEMBERS AND EMPLOYEES. AS A CURRENT RESOURCE TO ENGAGE WITH MEMBERS AT ANY POINT IN THEIR DAY OR ANY STAGE OF HEALTH, BROOK DIGITAL HEALTH COMPANION IS AN AVAILABLE RESOURCE. BROOK IS AN INNOVATIVE COMPANY THAT HAS DEVELOPED A DIGITAL PERSONAL ASSISTANT TO HELP PEOPLE WITH CHRONIC CONDITIONS, AS WELL AS PEOPLE LOOKING TO MAINTAIN THEIR GENERAL WELL-BEING, BETTER MANAGE THEIR HEALTH VIA THEIR SMARTPHONE. THE FIRST CHRONIC CONDITION BROOK ADDRESSED WAS DIABETES. FOR MEMBERS DIAGNOSED WITH THE DISEASE, BROOK CAN HELP USERS TRACK THEIR DAILY BLOOD GLUCOSE LEVELS, MEALS, MEDICATIONS, SLEEPING PATTERNS AND EXERCISE. BASED ON A USER'S DATA INPUT AND ACTIVITY, BROOK CAN PROVIDE INSIGHT ON WHAT IS WORKING ALONG WITH RECOMMENDATIONS TO KEEP BLOOD SUGAR LEVELS IN A SAFE ZONE, ALLOWING MEMBERS TO TAKE THE GUESSWORK OUT OF UNDERSTANDING HOW DAILY DECISIONS AFFECT THEIR HEALTH. USERS CAN ACCESS BROOK 24 HOURS A DAY, SEVEN DAYS A WEEK, WHETHER THEY ARE IN BETWEEN DOCTOR VISITS, AT THE GROCERY STORE OR TRAVELING. BROOK BLENDS INTELLIGENT, TECHNOLOGY-BASED RESPONSES WITH THE INTERACTION AND HUMAN-TOUCH THAT CAN ONLY COME FROM COMPASSIONATE, UNDERSTANDING EXPERTS. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | IHA'S MEDICARE FAMILY CHOICE PLAN IS A MEDICARE ADVANTAGE SPECIAL NEEDS PLAN OFFERED IN NURSING FACILITIES IN WESTERN NEW YORK. FAMILY CHOICE OF NEW YORK IS A CARE MANAGEMENT COMPANY THAT WORKS IN PARTNERSHIP WITH AREA NURSING HOMES, PHYSICIANS AND HOSPITALS TO BRING ADDITIONAL CARE - INCLUDING ENHANCED HEALTH CARE AND SOCIAL SERVICES - TO THE PATIENTS WHO NEED SPECIALIZED MEDICAL AND NURSE MANAGEMENT. THE PROGRAM ACCOMPLISHES THIS BY ASSIGNING A NURSE PRACTITIONER WHO IS SPECIALLY TRAINED IN GERIATRICS TO NURSING HOME RESIDENTS. THE GOAL IS TO IMPROVE NOT ONLY THE MEMBER'S QUALITY OF CARE, BUT ALSO THEIR QUALITY OF LIFE. FAMILY CHOICE'S SPECIALLY TRAINED NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS ARE ON CALL 24 HOURS A DAY, SEVEN DAYS A WEEK TO PROVIDE CARE AND SUPPORT AS NEEDED. THEY WORK IN COLLABORATION WITH THE MEMBER'S PHYSICIANS AND THE NURSING FACILITY'S STAFF TO IDENTIFY POTENTIAL PROBLEMS BEFORE THEY BECOME SERIOUS AND MINIMIZE UNNECESSARY AND DISRUPTIVE EMERGENCY ROOM VISITS AND HOSPITAL STAYS WHENEVER IT IS SAFE AND APPROPRIATE. IHA ALSO OFFERS ASSURE ADVANTAGE HMO C-SNP. THIS IS A MEDICARE ADVANTAGE CHRONIC SPECIAL NEEDS PLAN SPECIFICALLY DEVELOPED FOR ELIGIBLE MEDICARE BENEFICIARIES WHO HAVE BEEN DIAGNOSED WITH BOTH DIABETES AND CHRONIC HEART FAILURE AND RESIDE IN ERIE COUNTY. THIS PLAN INCLUDES PROVIDERS WHO SPECIALIZE IN TREATING CHRONIC HEART FAILURE AND DIABETES. IT INCLUDES BENEFITS, HEALTH PROGRAMS, AND CARE COORDINATION SERVICES DESIGNED TO SERVE THE SPECIALIZED NEEDS OF PEOPLE WITH THESE CONDITIONS. IN ADDITION, ASSURE ADVANTAGE COVERS PRESCRIPTION DRUGS TO TREAT MOST MEDICAL CONDITIONS, INCLUDING THE DRUGS THAT ARE NORMALLY USED TO TREAT CHRONIC HEART FAILURE AND DIABETES. PART OF THE AFFORDABLE CARE ACT AND MEDICAID REFORM EFFORTS, HEALTH HOMES ARE COMMUNITY NETWORKS OF PROVIDERS DESIGNATED BY THE STATE TO COORDINATE CARE AND SOCIAL NEEDS FOR MEDICAID MEMBERS WITH CHRONIC CONDITIONS, SUCH AS HIV/AIDS, SERIOUS MENTAL ILLNESS OR MULTIPLE CHRONIC HEALTH PROBLEMS. IHA ASSIGNS MEMBERS TO HEALTH HOMES AND SUPPORTS THESE NETWORKS ADMINISTRATIVELY, BILLING FOR SERVICES RENDERED AND REIMBURSING THEM. FOR FRAIL ELDERLY MEMBERS AND THEIR CAREGIVERS, THE CAREPARTNERS PROGRAM IS AVAILABLE AT NO ADDITIONAL COST. THIS HOME-BASED PROGRAM FACILITATES THE RIGHT CARE AND LIVING ENVIRONMENT AND IS DESIGNED TO PREVENT EMERGENCY ROOM VISITS AND HOSPITALIZATIONS. THROUGH HOME VISITS AND PHONE CALLS, REGISTERED NURSES AND SOCIAL WORKERS HELP COORDINATE CARE AND OFFER PSYCHO-SOCIAL SUPPORT, INCLUDING LINKING MEMBERS AND CAREGIVERS TO COMMUNITY AND FINANCIAL RESOURCES, ASSESSING THE SAFETY OF THE MEMBER AND HELPING COMPLETE ADVANCE DIRECTIVES IN ACCORDANCE WITH THE MEMBER'S WISHES. MEMBERS ALSO HAVE 24-HOUR ACCESS TO A REGISTERED NURSE THROUGH THIS PROGRAM. IHA OFFERS AN ADDITIONAL LEVEL OF SUPPORT AT NO COST TO MEMBERS FACING SERIOUS ILLNESS AND THEIR FAMILIES THROUGH OUR PALLIATIVE CARE PROGRAM. THE PALLIATIVE CARE TEAM, WHICH INCLUDES A REGISTERED NURSE, SOCIAL WORKER AND MEDICAL DIRECTOR, PARTNERS WITH THE MEMBER'S PHYSICIAN TO COORDINATE CARE AND REDUCE AVOIDABLE HOSPITAL VISITS AND ADMISSIONS. THE PALLIATIVE CARE PROFESSIONALS HAVE OPEN AND SUPPORTIVE DISCUSSIONS ABOUT TREATMENT CHOICES WITH THE MEMBER AND PROVIDE THE SAME OUTREACH AND SERVICES AS CAREPARTNERS WITH THE GOAL OF HELPING MEMBERS LIVE MORE COMFORTABLY BY MANAGING SYMPTOMS IN ACCORDANCE WITH THEIR HEALTH CARE WISHES TO PROVIDE A BETTER QUALITY OF LIFE. IN ADDITION, IHA DEVELOPS AND CONDUCTS EXTENSIVE COMMUNITY WELLNESS AND BENEFIT INITIATIVES THAT HELP MEMBERS LEAD HEALTHIER LIVES AND HELP EMPLOYERS CONTROL HEALTH CARE COSTS. INCLUDED AMONG THESE INITIATIVES ARE PREVIOUS COMMUNITY WELLNESS AWARENESS PROGRAMS: PRACTICE EXCELLENCE, THE NATIONALLY RECOGNIZED PAY FOR PERFORMANCE PROGRAM, AND THE IDEALIZED DESIGN OF CLINICAL OFFICE PRACTICE, A MULTI-FACETED APPROACH TO RE-DESIGN PHYSICIAN OFFICES TO BE MORE PATIENT-CENTRIC. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | THROUGH ITS PARTNERSHIP WITH JERICHO ROAD COMMUNITY HEALTH CENTER, IN 2019 THE INDEPENDENT HEALTH MEDICALLY ORIENTED GYM (MOG) AT JERICHO ROAD WAS CREATED TO PROVIDE PHYSICAL THERAPY AND EXERCISE PROGRAMMING FOR COMMUNITY MEMBERS, ESPECIALLY INDIVIDUALS SUFFERING FROM CHRONIC DISEASES LIKE DIABETES AND CARDIOVASCULAR DISEASE. DESIGNED TO FOCUS ON MEDICAL OUTCOMES IN ADDITION TO FITNESS, THE MOG IS LOCATED IN A ZIP CODE WITH SOME OF THE HIGHEST RATES OF DIABETES AND HIGH BLOOD PRESSURE IN THE REGION. IN EARLY 2021, INDEPENDENT HEALTH BEGAN A REFRESH OF ITS FIVE-YEAR STRATEGIC PLAN, ENTITLED IH2025: DESTINATION EXCELLENCE, TO HELP ENVISION WHAT THE FUTURE OF HEALTH CARE LOOKS LIKE AND THE CAPABILITIES THAT ARE NEEDED TO BE SUCCESSFUL. IH2025: DESTINATION EXCELLENCE WILL FOCUS ON SEVERAL AREAS INCLUDING ADVANCED CARE MODELS, THE ENHANCED DIGITAL EXPERIENCE FOR MEMBERS THROUGH REDSHIRT 2.0 AND OPERATIONAL EXCELLENCE. THE HOPE IS IH2025: DESTINATION EXCELLENCE WILL IMPROVE THE HEALTH OF OUR MEMBERS, STRENGTHEN OUR POSITION AS THE LEADING HEALTH PLAN IN OUR COMMUNITY AND EMPOWER ASSOCIATES TO CONTINUE PROVIDING THE BEST REDSHIRT EXPERIENCE FOR OUR MEMBERS. IHA ALSO CONTRACTED WITH THE NEW YORK STATE DEPARTMENT OF HEALTH IN A HEALTH CARE REFORM ACT (HCRA) PAY FOR PERFORMANCE DEMONSTRATION PROJECT (P4P) TO SUPPORT REGIONAL EFFORTS TO IMPROVE THE QUALITY OF HEALTH CARE BY DEVELOPING A STANDARDIZED PHYSICIAN PERFORMANCE MEASUREMENT AND REPORTING SYSTEM. THIS GRANT EXPIRED DECEMBER 31, 2009; HOWEVER, AT THE END OF THIS GRANT PERIOD THE THREE REGIONAL HEALTH PLANS ENDORSED A CONTINUATION STRATEGY FOR THE QUALITY MEASURES COLLABORATIVE PROGRAM. THE PLANS CONTINUE TO PROVIDE REGULAR DATA EXTRACTS TO POPULATION HEALTH COLLABORATIVE'S DESIGNATED DATA MANAGEMENT VENDOR, VIPS, WHO PERFORMS DATA AGGREGATION AND ANALYSIS. POPULATION HEALTH COLLABORATIVE REPORTS THIS PERFORMANCE DATA TO PROVIDERS VIA A SECURE INTERNET-BASED PORTAL. EACH PLAN PROVIDES ONGOING FUNDING FOR THE QUALITY MEASURES COLLABORATIVE PROPORTIONATE TO ITS RESPECTIVE MARKET SHARE. IHA ALSO SUBSIDIZES INDIGENT CARE AND HEALTH CARE INITIATIVES UNDER HCRA AND CONTRIBUTES TO A PROFESSIONAL EDUCATION POOL, LARGELY TO FUND GRADUATE MEDICAL EDUCATION EXPENSES. IHA IS ALSO RESPONSIBLE FOR THE COVERED LIVES ASSESSMENT BASED ON THE REGION IN WHICH THE MEMBER RESIDES AND HIS/HER ENROLLMENT STATUS (FAMILY OR INDIVIDUAL). SURCHARGES AND COVERED LIVES REMITTANCES ARE REQUIRED MONTHLY AND TOTALED APPROXIMATELY $18.5 MILLION DURING 2023. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | IHA'S REDSHIRT VOLUNTEER PROGRAM PROVIDES IHA ASSOCIATES AN OPPORTUNITY TO VOLUNTEER IN THEIR COMMUNITY, WHILE PROMOTING IHA AS A COMPANY THAT GIVES BACK TO WNY. REDSHIRT ASSOCIATE VOLUNTEERS PROVIDE THE REDSHIRT TREATMENT TO THE COMMUNITY THROUGH DIRECT ASSOCIATE INTERACTION AND EXHIBIT IHA'S MESSAGE OF QUALITY CARE THROUGHOUT WESTERN NEW YORK. THE REDSHIRT TREATMENT IS A COMPANY-WIDE COMMITMENT TO DEMONSTRATE OUR CORE VALUES OF BEING PASSIONATE, CARING, RESPECTFUL, COLLABORATIVE AND ACCOUNTABLE. IN 2023, 361 IHA ASSOCIATES SERVED AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 68 COMMUNITY EVENTS, WHICH REPRESENTED MORE THAN 1,000 HOURS OF VOLUNTEER TIME. IHA ENCOURAGES ITS MANAGEMENT TEAM AND ASSOCIATES TO SUPPORT THE LOCAL COMMUNITY. TO THIS END, WE ARE PROUD TO SAY MORE THAN 60 MEMBERS OF OUR LEADERSHIP FORUM AND JOINT LEADERSHIP TEAMS ARE VOLUNTEERS OR ACTIVE PARTICIPANTS AS DIRECTORS ON COMMUNITY BOARDS. THE INDEPENDENT HEALTH ASSOCIATES SUPPORTING THE COMMUNITY PROGRAM, FORMERLY KNOWN AS THE DRESS DOWN PROGRAM, ALLOWS ASSOCIATES TO MAKE A CHARITABLE CONTRIBUTION TO COMMUNITY ORGANIZATIONS. THIS PROGRAM HAS RESULTED IN SUBSTANTIAL SUPPORT FOR THE CHARITABLE ORGANIZATIONS IN OUR COMMUNITY AND DEMONSTRATES THE GOODWILL OF IHA ASSOCIATES. THE PROGRAM IS ASSOCIATE DRIVEN WITH A GOAL TO BROADLY SUPPORT MANY 501(C)(3) ORGANIZATIONS THROUGHOUT WESTERN NEW YORK. IN 2023, IHA HAS RAISED $14,350 FOR NON-PROFIT ORGANIZATIONS IN OUR COMMUNITY. IN ADDITION, IHA ASSOCIATES SUPPORT THE UNITED WAY OF BUFFALO AND ERIE COUNTY'S COMMUNITY CARE CAMPAIGN. THE UNITED WAY OF BUFFALO AND ERIE COUNTY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON WELLNESS, INCOME AND EDUCATION. IT PROMOTES LONG-TERM GOOD HEALTH AND INDEPENDENCE AND WORKS TO CREATE LONG-LASTING CHANGES THAT WILL IMPROVE THE LIVES OF PEOPLE LIVING IN POVERTY IN ERIE COUNTY. IHA CONDUCTS A MONTH-LONG CAMPAIGN EACH FALL TO RAISE MONEY FOR UNITED WAY. IHA CARES ABOUT MAKING A DIFFERENCE IN THE LIVES OF INDIVIDUALS IN THE COMMUNITIES WE SERVE. TO DATE THE 2023 CAMPAIGN RAISED MORE THAN $63,700. THE COMMUNITY ALSO BENEFITS FROM IHA'S SPONSORSHIPS THAT PROMOTE HEALTH AND WELLNESS. SINCE 2014, INDEPENDENT HEALTH HAS SUPPORTED GOBIKE BUFFALO IN ITS EFFORTS TO BRING GREATER AWARENESS TO THE HEALTH AND SOCIOECONOMIC BENEFITS OF BICYCLING IN OUR COMMUNITY. THIS SUPPORT INCLUDES PRESENTING SPONSORSHIP OF THE ANNUAL SKYRIDE EVENT, WHICH UNITED NEARLY 1,200 RIDERS AND VOLUNTEERS AT LAKESIDE BIKE PARK, OUTER HARBOR BUFFALO, ON JULY 16, 2023. INDEPENDENT HEALTH SPONSORED THE DISTRIBUTION OF MORE THAN 200 BIKE HELMETS (ADULT AND YOUTH SIZES) THAT GOBIKE OFFERED TO COMMUNITY GROUPS AND AT COMMUNITY EVENTS LEADING UP TO SKYRIDE. NEW THIS YEAR, INDEPENDENT HEALTH ALSO SPONSORED GOBIKE'S BIKE MONTH INITIATIVES DURING THE MONTH OF MAY, WHICH CREATED GREATER BRAND AWARENESS AND VISIBILITY FOR INDEPENDENT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES. THIS SPONSORSHIP LED TO GREATER INTERNAL EFFORTS BY INDEPENDENT HEALTH TO CAPITALIZE ON THE MONTH-LONG CELEBRATION, WHICH SPURRED A NEW COMMUNITY-WIDE CONTEST. ENTRANTS WERE ASKED TO SUBMIT SHORT STORIES ON WHY THEY LOVE BIKING IN WNY. DOZENS OF STORIES WERE COLLECTED WITH THE WINNER RECEIVING A $200 GIFT CARD TO DICK'S SPORTING GOODS ALONG WITH COMPLIMENTARY SKYRIDE REGISTRATIONS, TWO FREE REDDY BIKESHARE MEMBERSHIPS AND A PRIZE PACK FROM INDEPENDENT HEALTH. THE CONTEST WAS PRIMARILY PROMOTED AT COMMUNITY EVENTS AND ON SOCIAL MEDIA, WHICH WAS SHARED SEVERAL TIMES BY SUCH PARTNERS AS GOBIKE AND REDDY BIKESHARE. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | TO PROVIDE THE COMMUNITY WITH GREATER ACCESS TO BIKES, IHA ENTERED INTO A PARTNERSHIP WITH SHARED MOBILITY, INC. IN 2016 TO ESTABLISH REDDY BIKESHARE. THIS BIKE-SHARING PROGRAM FIRST BROUGHT 200 GPS-ENABLED BIKES TO BUFFALO AND YIELDED SUCH SUCCESS THAT IT EXPANDED INTO THE CITY OF NIAGARA FALLS IN 2019, OFFERING AN ADDITIONAL 150 BIKES TO THE COMMUNITY FOR SHORT-TERM, SHARED USE. REDDY BIKESHARE ALLOWS USERS TO EXPLORE THEIR COMMUNITY WHILE SUPPORTING THEIR HEALTH, LOCAL BUSINESSES, AND THE ENVIRONMENT BY ENHANCING ALTERNATIVE TRANSPORTATION OPTIONS. IN 2023, REDDY BIKESHARE REPORTED MORE THAN 12,000 RIDERS WHO COLLECTIVELY BURNED 3.6 MILLION CALORIES BY TRAVELING NEARLY 91,000 MILES ACROSS WESTERN NEW YORK. THIS RESULTED IN AN AVERAGE OF 231 REDDY BIKE TRIPS PER DAY LAST YEAR, WITH 812 RIDERS LOGGING MORE THAN 10 TRIPS THROUGHOUT THE SEASON A 159% INCREASE OVER THE LAST THREE YEARS. SINCE INCEPTION, REDDY BIKESHARE IS RESPONSIBLE FOR HELPING NEARLY 83,000 RIDERS BURN MORE THAN 22.6 MILLION CALORIES BY TRAVELING A TOTAL OF MORE THAN 569,000 MILES. THE PHYSICAL ACTIVITY BY RIDERS OVER THE LAST EIGHT YEARS ALSO LED TO A TOTAL OF 501,680 POUNDS OF CARBON OFFSET. THROUGH THE PARTNERSHIP WITH SHARED MOBILITY, INDEPENDENT HEALTH BECAME A LARGE INVESTOR IN THE WNY E-BIKE LIBRARY PROGRAM EARLIER THIS YEAR. THIS UNIQUE PROGRAM AIMS TO PROVIDE UNDERSERVED NEIGHBORHOODS IN BUFFALO AND NIAGARA FALLS WITH REFURBISHED E-BIKES FOR EASY AND FREE ACCESS TO A HEALTHY TRANSPORTATION OPTION. SHARED MOBILITY ACQUIRED NEARLY 3,000 E-BIKES FROM UBER TECHNOLOGIES IN 2020 AND PLANS TO INTEGRATE AT LEAST 250 E-BIKES INTO THE REGION BY 2025. SHARED MOBILITY IS RESPONSIBLE FOR FINDING AND WORKING WITH INDIVIDUAL COMMUNITY GROUPS - KNOWN AS COMMUNITY BUSINESS ORGANIZATIONS, OR CBOS - TO ESTABLISH THEIR OWN E-BIKE LIBRARIES. SO FAR, TWO CBOS WERE ESTABLISHED IN 2023: THE EAST SIDE BIKE CLUB AND CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE. THE 2023 YEAR-END REPORT FOR THE WNY E-BIKE LIBRARY PROGRAM HAS NOT BEEN RECEIVED. THROUGH A UNIQUE PARTNERSHIP WITH YMCA BUFFALO-NIAGARA, A STATE-OF-THE-ART FACILITY OPENED ITS DOORS IN 2013 TO OFFER PERSONAL AND FAMILY FITNESS OPPORTUNITIES TO THE AMHERST COMMUNITY. THE INDEPENDENT HEALTH FAMILY BRANCH YMCA IS A 92,000-SQUARE-FOOT FACILITY OFFERING A VARIETY OF HEALTH AND WELLNESS PROGRAMS THAT TARGET OBESITY AND OTHER HEALTH CONDITIONS. FURTHERMORE, IHA AND THE YMCA OF BUFFALO-NIAGARA AS WELL AS THE JAMESTOWN YMCA CONTINUE TO PARTNER TOGETHER ON FITNESS IN THE PARKS. THIS WAS THE 12TH YEAR OF OFFERING FREE OUTDOOR FITNESS CLASSES TO THE COMMUNITY, DESIGNED TO ENCOURAGE ALL AGES AND ABILITIES TO TAKE A MORE ACTIVE ROLE IN THEIR HEALTH. THE 2023 PROGRAM RAN JUNE 1 THROUGH AUGUST 31, WHICH OFFERED MORE THAN 500 CLASSES THROUGHOUT THE SUMMER AT 26 LOCATIONS ACROSS WNY THE LARGEST OFFERING TO-DATE. POPULAR LOCATIONS INCLUDE BUFFALO'S DELAWARE PARK, LARKIN SQUARE AND WILKESON POINTE AT OUTER HARBOR; ORCHARD PARK'S ADPRO SPORTS TRAINING CENTER AND CHESTNUT RIDGE PARK; WESTWOOD PARK IN LANCASTER; AND LOSSON PARK IN CHEEKTOWAGA. UNFORTUNATELY, DUE TO INCLEMENT WEATHER AND OUTDOOR EFFECTS OF CANADIAN WILDFIRES, MANY CLASSES WERE CANCELLED THIS SEASON. STILL, MORE THAN 5,600 PEOPLE ATTENDED FITNESS IN THE PARKS THIS YEAR. UNDERSTANDING HEALTHY HABITS MUST BE NURTURED FROM A YOUNG AGE, IHA JOINED TOGETHER WITH THE BUFFALO MUSEUM OF SCIENCE TO OPEN THE FIRST PERMANENT HEALTH-SCIENCE STUDIO IN 2012. "EXPLORE YOU PRESENTED BY INDEPENDENT HEALTH" ALLOWS VISITORS OF ALL AGES TO EXPLORE ANATOMY AND LEARN ABOUT IMPORTANT CHOICES THAT CAN BE MADE TO IMPROVE AND MAINTAIN ONE'S HEALTH. IN CONNECTION WITH THE EXHIBIT, IHA SPONSORS THE MUSEUM'S ANNUAL COMMUNITY HEALTH DAY EVENT, OFFERING FAMILIES A FREE DAY OF FUN AND INTERACTIVE ACTIVITIES THAT PROMOTE THE IMPORTANCE OF HEALTHY LIVING. IN 2022, COMMUNITY HEALTH DAY SHIFTED TO A SUMMERTIME EVENT THAT ALLOWED FOR A VARIETY OF INDOOR AND OUTDOOR ACTIVITIES THE COMMUNITY COULD TAKE PART IN, MANY OF WHICH WERE PROVIDED BY INDEPENDENT HEALTH AND ITS COMMUNITY PARTNERS. THE 2023 EVENT WAS HELD JUNE 19 AND FEATURED FREE FITNESS ACTIVITIES LED BY YMCA BUFFALO NIAGARA, REDDY BIKESHARE DEMONSTRATIONS AND DISCOUNTED ANNUAL MEMBERSHIPS, A FOOTBALL TOSS COURTESY OF THE BUFFALO BILLS, AND PLAYSTREETS PROGRAMMING FROM THE POLICE ATHLETIC LEAGUE OF BUFFALO. INDEPENDENT HEALTH'S PARTICIPATION ALSO INCLUDED A PRIZE WHEEL OFFERED BY THE STATE PRODUCT TEAM FROM SALES, AND AN OUTDOOR OBSTACLE COURSE FOR YOUTH WITH PRIZES LED BY THE WELLNESS TEAM. INDEPENDENT HEALTH DISTRIBUTED A VARIETY OF FREE BRANDED GIVEAWAYS TO THE NEARLY 1,000 GUESTS WHO ATTENDED THIS YEAR'S EVENT, WHICH IS NOW ANNUALLY HELD MID-JUNE TO COINCIDE WITH THE OBSERVANCE AND CELEBRATIONS OF JUNETEENTH. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | FOR THE FOURTH YEAR IN A ROW, INDEPENDENT HEALTH CONTINUED ITS PRESENTING SPONSORSHIP OF WELLNESS WALKS AT TIFFT NATURE PRESERVE. THIS WEEKLY WALK, HELD EVERY THURSDAY MORNING (WEATHER PENDING), IS FREE AND OPEN TO THE PUBLIC YEAR-ROUND. KNOWLEDGEABLE VOLUNTEERS FROM TIFFT GUIDE PARTICIPANTS ON UNIQUE ROUTES THROUGH THE PRESERVE, OFFERING AN OPPORTUNITY TO GET HEALTHY WHILE TAKING IN THE SIGHTS AND SOUNDS OF NATURE. AN AVERAGE OF 50 PEOPLE FROM BUFFALO AND BEYOND TAKE PART IN WELLNESS WALKS EACH YEAR. PARTICIPANTS HAVE EXPRESSED GRATITUDE FOR THE NO-COST NATURE OF THE WALKS, COURTESY OF IHA'S SPONSORSHIP, IN ADDITION TO HAVING A GUIDED GROUP WALK VERSUS NAVIGATING THE TRAILS ALONE. IHA IS ALSO PROUD TO PARTNER WITH LARKIN SQUARE TO SPONSOR MANY COMMUNITY EVENTS AND BRING HEALTHY INITIATIVES TO ITS REVITALIZED PUBLIC GATHERING SPACE ALL YEAR LONG. THROUGH THIS PARTNERSHIP, THE INDEPENDENT HEALTH FOUNDATION WAS ABLE TO IMPLEMENT THE HEALTHY OPTIONS BUFFALO PROGRAM INTO FOOD TRUCK TUESDAYS, REQUIRING EACH PARTICIPATING FOOD TRUCK TO OFFER AT LEAST ONE PRE-APPROVED HEALTHY MENU ITEM CONSIDERED TO BE LOWER IN FAT, SATURATED FAT, CHOLESTEROL AND SODIUM. ORIGINALLY THE PROGRAM RAN FROM APRIL THROUGH OCTOBER, BUT SINCE COVID, AN ABBREVIATED SEASON HAS ANNUALLY BEEN HELD JUNE THROUGH AUGUST. IN 2023, INDEPENDENT HEALTH ATTENDED FOUR EVENTS WITH REDSHIRTS WHO DISTRIBUTED APPROXIMATELY 2,000 BRANDED GIVEAWAYS EACH NIGHT (TOTALING APPROXIMATELY 8,000 ITEMS). ADDITIONAL GIVEAWAYS WERE DISTRIBUTED AT THE INDEPENDENT HEALTH TABLE, ALONG WITH COLLATERAL ON DIFFERENT HEALTH AND WELLNESS PROGRAMMING AND AN ENTER-TO-WIN CONTEST THAT OFFERED FOUR BUFFALO BILLS GAMEDAY TICKETS, BRINGING GREATER EXPOSURE TO INDEPENDENT HEALTH'S WIDE-RANGING COMMUNITY PARTNERSHIPS. SINCE 2014, IHA HAS BEEN PROUD TO SERVE AS THE OFFICIAL HEALTH AND WELLNESS PARTNER OF THE BUFFALO BILLS, WORKING TOGETHER TO IMPROVE THE HEALTH AND WELL-BEING OF WESTERN NEW YORK THROUGH A VARIETY OF INITIATIVES. THIS INCLUDES THE SIX-WEEK HEALTH & WELLNESS CHALLENGE, A COMMUNITY-WIDE FITNESS AND NUTRITION PROGRAM DESIGNED TO ENCOURAGE SMALL CHANGES TOWARD A HEALTHIER LIFESTYLE. THE FINAL CHALLENGE OCCURRED IN FALL 2023, WITH NEARLY 8,500 PEOPLE REGISTERED TO PARTICIPATE. OF THOSE REGISTERED, APPROXIMATELY 5,000 PEOPLE (OR 60 PRECENT) WERE CONSIDERED ACTIVE USERS (I.E., THOSE WHO EARNED AT LEAST 25 POINTS DURING THE CHALLENGE) THIS WAS THE HIGHEST NUMBER OF ACTIVE PARTICIPANTS EVER IN A CHALLENGE. A TOTAL OF 26 PRIZES WERE AWARDED TO ELIGIBLE PARTICIPANTS, INCLUDING A GRAND PRIZE: FOUR TICKETS TO THE BUFFALO BILLS VS. NEW ENGLAND PATRIOTS GAME ON DECEMBER 31, 2023, ALONG WITH PRIZE PACKS FROM THE BILLS AND INDEPENDENT HEALTH, A $1,000 VISA GIFT CARD AND MORE. ELIGIBLE PARTICIPANTS ARE THOSE WHO EARN A MINIMUM OF 25 POINTS IN THE CHALLENGE. PRIZES WERE RANDOMLY AWARDED AT THE END OF THE CHALLENGE USING A WEIGHTED-RAFFLE SYSTEM. THE BUFFALO BILLS AND IHA ALSO CONCLUDED ITS WORK TOGETHER ON ENGAGING OUR COMMUNITY'S YOUTH THROUGH THE INDEPENDENT HEALTH FOUNDATION'S FITNESS FOR KIDS CHALLENGE IN COLLABORATION WITH THE BUFFALO BILLS PLAY 60 CHALLENGE. DURING THE FINAL YEAR TOGETHER, 2022-2023, THE FOUNDATION REPORTED 10,729 STUDENTS FROM 575 CLASSROOMS PARTICIPATED ACROSS 44 WNY SCHOOLS. THAT INCLUDED SEVEN NEW SCHOOLS ACROSS FIVE WNY COUNTIES. MORE THAN $28,000 WAS AWARDED TO DIFFERENT SCHOOLS FOR THEIR PARTICIPATION, AND NEARLY 3,500 STUDENTS HAD THE OPPORTUNITY TO TRY NEW, HEALTHY FOODS THROUGH IN-CLASSROOM TASTINGS. IHA ALSO SPONSORED THE BILLS ANNUAL 50-YARD FINISH FOR THE LAST TIME IN 2023, WHICH ATTRACTED 1,500 RUNNERS AS WELL AS 500 YOUTH WHO PARTICIPATED IN THE KIDS FUN RUN ON THE SAME DAY. INDEPENDENT HEALTH WAS PRESENT AT THE EVENT TO WELCOME RUNNERS ACROSS THE FINISH LINE AND DISTRIBUTE HUNDREDS OF FREE THERMAL TOTES AND OTHER GIVEAWAYS DURING THE POST-RACE PARTY. INDEPENDENT HEALTH'S PARTNERSHIP WITH BUFFALO RIVERWORKS LAUNCHED IN 2015, OFFERING A WIDE VARIETY OF SEASONAL ACTIVITIES FOR INDIVIDUALS OF ALL AGES AND FITNESS LEVELS. BUILT AROUND PROMOTING HEALTH AND EXERCISE, PARTICIPANTS CAN TRY THEIR HAND AT KAYAKING, WATER BIKES, PADDLE BOARDING, ZIP LINING AND MORE WHEN THE WEATHER IS WARM, AND THEN LACE UP THEIR ICE SKATES OR PARTAKE IN A FRIENDLY GAME OF CURLING WHEN THE COLD WEATHER SETS IN. ADVENTURE-SEEKERS CAN ALSO TEST THEIR AGILITY AND STRENGTH ON THE TWO-LEVEL ROPES COURSE, OPEN YEAR-ROUND (WEATHER PENDING). AS THE OFFICIAL HEALTH AND WELLNESS PARTNER OF BUFFALO RIVERWORKS, IHA MEMBERS CAN SHOW THEIR ID CARD AND RECEIVE DISCOUNTS FOR ANY HEALTH AND WELLNESS ACTIVITY. ADDITIONALLY, THERE ARE SEVERAL HEALTHY OPTIONS ITEMS ON THE MENU AT RIVERWORKS, MAKING IT EASY TO EAT HEALTHY WHILE DINING OUT. LAST YEAR, RIVERWORKS BEGAN OFFERING OPEN ROLLER SKATING SPONSORED BY INDEPENDENT HEALTH ON SELECT DATES. IN EARLY 2023, INDEPENDENT HEALTH AND RIVERWORKS WORKED TOGETHER TO HOST WINTER RECESS AND SPRING RECESS ACTIVITIES FOR WNY FAMILIES ON BREAK FROM SCHOOL. THE EVENTS FEATURED FREE ICE SKATING AND ROLLER SKATING ALONG WITH DISCOUNTED SKATE RENTALS, AS WELL AS A DISCOUNT ON THE ROPES COURSE. BOTH EVENTS WERE SUCCESSFUL AND WILL BE HELD ANNUALLY MOVING FORWARD. SIMILARLY, FOR THE SECOND YEAR IN A ROW, INDEPENDENT HEALTH HAS SPONSORED A "SUMMER SENDOFF" EVENT THAT INVITES THE PUBLIC TO TAKE ADVANTAGE OF SUMMER ACTIVITIES AT A DISCOUNTED RATE SUCH AS BUY ONE, GET ONE FREE KAYAK RENTALS. THIS YEAR'S EVENT FEATURED AN ENTER-TO-WIN CONTEST THAT OFFERED A PAIR OF BUFFALO BILLS TICKETS TO INDEPENDENT HEALTH'S SPONSORED GAME ON NOVEMBER 13. ADDITIONALLY, RIVERWORKS CONTINUES TO SERVE AS A POPULAR FITNESS IN THE PARKS LOCATION EACH YEAR. FURTHER CAPITALIZING ON THE OUTDOOR HEALTH AND WELLNESS OPPORTUNITIES AVAILABLE IN OUR COMMUNITY, IHA BECAME THE OFFICIAL HEALTH AND WELLNESS PARTNER OF OUTER HARBOR BUFFALO IN 2016. APPROXIMATELY 350,000 PEOPLE VISIT OUTER HARBOR EACH YEAR. GUESTS CAN VENTURE TO WILKESON POINTE TO RENT KAYAKS, BIKES, PADDLE BOARDS AND HYDRO BIKES; TAKE PART IN FREE OUTDOOR FITNESS CLASSES; AND EXPLORE THE 3-MILE INDEPENDENT HEALTH WELLNESS TRAIL CONNECTING THE POINTE TO LAKESIDE BIKE PARK. THE PARK OFFERS A VARIETY OF TRAILS FOR BIKE AND NATURE ENTHUSIASTS ALIKE, AND HAS A QUANTITY OF RED BIKES AVAILABLE TO RENT COURTESY OF IHA AS THE PRESENTING SPONSOR. IHA MEMBERS CAN SHOW THEIR ID CARD TO RECEIVE DISCOUNTS ON ALL OUTER HARBOR OUTDOOR ACTIVITY RENTALS. FOR THE SECOND YEAR IN A ROW, INDEPENDENT HEALTH SPONSORED THE OUTER HARBOR'S "START UP THE SUMMER" EVENT AT WILKESON POINTE, WHICH WAS MOST RECENTLY HELD ON JUNE 10, 2023. THE EVENT OFFERS THE INDEPENDENT HEALTH MEMBER DISCOUNT ON BIKE AND KAYAK RENTALS TO EVERYONE IN THE COMMUNITY, AS WELL AS A VARIETY OF FREE FITNESS CLASSES AND OTHER HEALTH-FOCUSED PROGRAMMING THROUGHOUT THE DAY. IT IS A GREAT WAY TO ENGAGE THE COMMUNITY IN ITS HEALTH AND ENCOURAGE OUTDOOR ACTIVITY WITH THE CHANGE IN SEASON. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | INDEPENDENT HEALTH BEGAN SPONSORING THE POLICE ATHLETIC LEAGUE (PAL) OF BUFFALO'S PLAYSTREETS PROGRAM ANNUALLY IN 2021, WHICH OFFERS SEASONAL PROGRAMMING THROUGHOUT THE YEAR TO YOUTH IN UNDERSERVED COMMUNITIES. PLAYSTREETS PROVIDES OPPORTUNITIES FOR CHILDREN TO ENGAGE IN ORGANIZED PHYSICAL ACTIVITIES, TO LEARN VALUABLE LESSONS ABOUT POSITIVE LIFE CHOICES AND TO ACCESS HELPFUL RESOURCES IN THEIR COMMUNITIES. EVERY CHILD RECEIVES A FREE SPORTS EQUIPMENT KIT, ALONG WITH A SNACK AND BOTTLED DRINK, TO INSPIRE THEM TO STAY ACTIVE AND HEALTHY AT HOME. PAL REPORTED SERVING AN UNDUPLICATED 2,758 YOUTH FROM 2021-2023 WHO EACH RECEIVED A FREE SPORTS EQUIPMENT KIT, WITH 100% OF THOSE YOUTH SELF-REPORTING THEY USE THE EQUIPMENT KITS AT HOME. THE INDEPENDENT HEALTH MARKETING TEAM IS CONTINUING TO PROMOTE IHA'S COMMUNITY ENGAGEMENT ACTIVITIES UNDER THE "BRINGING HEALTHY TO YOU" THEME THAT WAS DEVELOPED IN 2021. THIS CAMPAIGN HELPS SUPPORT THE STRATEGY TO POSITION INDEPENDENT HEALTH AS WNY'S LOCAL HEALTH PLAN THAT PROVIDES OPPORTUNITIES FOR EVERYONE TO GET AND STAY HEALTHY. THE CAMPAIGN SHOWCASES THE NUMEROUS PARTNERSHIPS, EVENTS AND PROGRAMS THAT INDEPENDENT HEALTH AND THE INDEPENDENT HEALTH FOUNDATION SPONSOR AND/OR OFFER TO THE COMMUNITY. IN ADDITION TO VARIOUS ADVERTISING AND PROMOTIONAL TACTICS (E.G., PRINT ADS, BILLBOARDS, MEMBER EBLASTS, WEBSITE PROMOS, INCLUSION IN DIRECT MAIL), MARKETING ALSO INTEGRATED THIS CAMPAIGN THEMATIC INTO SEVERAL ENTER-TO-WIN CONTESTS. IN 2023, INDEPENDENT HEALTH CONTINUED ITS PRESENCE AT THE TASTE OF BUFFALO AND LEVERAGED THIS SPONSORSHIP BY HAVING EVENT ORGANIZERS PROMOTE OUR BHTY ENTER-TO-WIN CONTEST ON ITS SOCIAL MEDIA CHANNELS. THIS BROUGHT GREATER AWARENESS TO INDEPENDENT HEALTH, ITS COMMUNITY PARTNERS AND SPONSORED PROGRAMS. ADDITIONALLY, INDEPENDENT HEALTH ONCE AGAIN DISTRIBUTED 10,000 THERMAL TOTES TO ATTENDEES OF THE JULY EVENT TO INCREASE BRAND AWARENESS. WNYHEALTHENET FURTHERS IHA'S COMMITMENT TO REDUCING THE COST OF AND IMPROVING THE QUALITY OF HEALTH CARE IN THE WESTERN NEW YORK COMMUNITY. WNYHEALTHENET OPTIMIZES THE DELIVERY OF PATIENT INFORMATION THAT SPEEDS THE DELIVERY AND ACCURACY OF VITAL ELIGIBILITY, CLAIM STATUS, REFERRAL AND AUTHORIZATION INFORMATION TO THE PROVIDER COMMUNITY, AND WESTERN NEW YORK'S CLINICAL INFORMATION EXCHANGE ("HEALTHELINK") - A 501(C) (3) ORGANIZATION THAT OPERATES AN INFORMATION EXCHANGE TO FACILITATE ACCESS TO CLINICAL INFORMATION AMONG HEALTH CARE PROVIDERS AND HEALTH INSURERS. HEALTHELINK IS PART OF THE STATEWIDE HEALTH INFORMATION NETWORK OF NEW YORK (SHIN-NY), A TECHNOLOGY FRAMEWORK SPANNING THE ENTIRE STATE THAT ALLOWS HEALTH CARE PROVIDERS EFFICIENT ACCESS TO THEIR PATIENTS' DATA. HEALTHELINK HAS BEEN RECOGNIZED FOR ITS WORK IN BUILDING A REGIONAL HEALTH INFORMATION TECHNOLOGY INFRASTRUCTURE AND FOR TESTING INNOVATIVE APPROACHES BY BOTH STATE AND FEDERAL AGENCIES, INCLUDING BEING NAMED A BEACON COMMUNITY, AN EFFORT FUNDED BY THE OFFICE OF THE NATIONAL COORDINATOR FOR HEALTH INFORMATION TECHNOLOGY. FOR ALL OF 2023, MORE THAN 90 PERCENT OF WESTERN NEW YORK PROVIDER PRACTICES PARTICIPATE WITH HEALTHELINK, MORE THAN 550 DATA SOURCES ARE CONNECTED, APPROXIMATELY 350 MILLION RESULTS (LAB, RADIOLOGY AND TRANSCRIBED REPORTS) ARE AVAILABLE AND MORE THAN 1.5 MILLION COMMUNITY-WIDE CONSENTS HAVE BEEN SIGNED BY PATIENTS AUTHORIZING TREATING PHYSICIANS TO ACCESS THEIR ELECTRONIC MEDICAL RECORDS THROUGH HEALTHELINK. |
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | IHA COORDINATES THE DELIVERY OF HEALTH CARE SERVICES FOR 173,900 MEMBERS OF IHA'S COMMERCIAL PRODUCTS UNDER ARTICLE 44 OF THE NEW YORK PUBLIC HEALTH LAW, MEDICAID MANAGED CARE PRODUCTS AS ADMINISTERED BY THE STATE OF NEW YORK, AND MEDICARE MANAGED CARE PRODUCTS AS ADMINISTERED BY CMS AT THE CONCLUSION OF 2023. INDEPENDENT HEALTH PROVIDES HEALTH BENEFITS AND SERVICES TO INDIVIDUALS IN WESTERN NEW YORK AND THROUGHOUT THE COUNTRY. THE COMPANY HAS CONSISTENTLY BEEN RATED AMONG THE TOP HEALTH PLANS IN THE COUNTRY FOR CUSTOMER SERVICE AND MEMBER SATISFACTION. IN 2023, INDEPENDENT HEALTH RECEIVED THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE'S (NCQA) HIGHEST POSSIBLE RATING FOR ITS COMMERCIAL HMO/POS AND MEDICARE LINES OF BUSINESS. "EXCELLENT" ACCREDITATION IS GRANTED ONLY TO THOSE HEALTH PLANS THAT EXHIBIT LEVELS OF SERVICE AND CLINICAL QUALITY THAT MEET OR EXCEED NCQA'S RIGOROUS REQUIREMENTS FOR CONSUMER PROTECTION AND QUALITY IMPROVEMENT. PREVIOUSLY, INDEPENDENT HEALTH HAD BEEN RATED 4.5 OUT OF 5 NATIONALLY FROM 2015-2022. SINCE 2022, AND CONTINUING INTO 2023, INDEPENDENT HEALTH HAS BEEN RECOGNIZED AS A 5-STAR RATED MEDICARE ADVANTAGE PLAN BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS). INDEPENDENT HEALTH WAS ALSO RANKED AS THE TOP HEALTH INSURANCE PLAN IN THE NEW YORK/NEW JERSEY REGION, ACCORDING TO J.D. POWER'S 2010, 2011, 2012, 2013, 2016, 2018 AND 2020 U.S. MEMBER HEALTH INSURANCE PLAN STUDIES, AND RANKED SECOND IN THE NEW YORK/NEW JERSEY REGION IN THE J.D. POWER 2014, 2015 AND 2017 U.S. MEMBER HEALTH PLAN STUDIES. IN ADDITION, INDEPENDENT HEALTH WAS RANKED AMONG THE HIGHEST-RANKED HEALTH PLANS IN THE NATION FOR ALL LINES OF BUSINESS COMMERCIAL, MEDICARE AND MEDICAID ACCORDING TO THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) IN ITS HEALTH INSURANCE PLAN RANKINGS 2018-2019. THE RANKINGS ARE BASED ON CLINICAL QUALITY, MEMBER SATISFACTION AND NCQA ACCREDITATION STANDARDS. LONG BEFORE THE ENACTMENT OF THE AFFORDABLE CARE ACT (ACA), IHA WAS TAKING STEPS TO TRANSFORM HEALTH CARE IN WESTERN NEW YORK, PROVIDING OUR MEMBERS WITH MANY OF THE QUALITY COVERAGE AND MARKET REFORM PROVISIONS CONTAINED IN THE LAW ($0 COPAY FOR PREVENTIVE SERVICES, AGE-EXTENSION RIDERS UP TO AGE 26, NO LIFETIME LIMITS ON MEMBERS' COVERAGE, AND COMPREHENSIVE INTERNAL AND EXTERNAL REVIEW PROCESSES TO ENSURE OUR MEMBERS RECEIVED NEEDED HEALTH CARE SERVICES). IHA CONTINUES TO LOOK FOR OPPORTUNITIES TO IMPROVE THE QUALITY AND AFFORDABILITY OF HEALTH CARE FOR OUR REGION, AS ACHIEVING HEALTH CARE REFORM WILL REQUIRE COMMUNITY OWNERSHIP, WIDE-RANGING PARTNERSHIPS AND RENEWED COLLABORATION AMONG DIVERSE STAKEHOLDERS. BY FOCUSING ON COLLABORATION AND HEALTH ENGAGEMENT, IHA CAN HELP BUILD A CULTURE OF HEALTH IN OUR REGION. AS A COMMUNITY, WE MUST CONTINUE TO DEVELOP PROGRAMS THAT ENHANCE FITNESS, FOSTER PREVENTION AND ENGAGE PEOPLE IN BETTER HEALTH. THESE EFFORTS WILL HELP PEOPLE MAKE POSITIVE LIFESTYLE CHANGES AND REDUCE CHRONIC DISEASE ESSENTIAL ELEMENTS FOR LOWERING HEALTH CARE COSTS AND IMPROVING THE OVERALL HEALTH STATUS OF OUR COMMUNITY. IHA'S COLLABORATIVE EFFORTS ARE HAVING AN IMPACT. THE 2012 COMMONWEALTH FUND REPORT RANKED BUFFALO 54TH BEST AMONG 306 MEDICARE SERVICE AREAS FOR QUALITY, ACCESSIBILITY AND AFFORDABILITY OF CARE AND IN 2016 IHA WAS RANKED 62 OUT OF 306 MEDICARE SERVICE AREAS. IHA WAS IN THE TOP 10 PERCENT FOR ACCESS AND AFFORDABILITY AND IN THE TOP QUARTILE FOR PREVENTION, TREATMENT AND OVERALL PERFORMANCE. THIS RANKING IS EVEN MORE IMPRESSIVE GIVEN THAT BUFFALO IS CITED AS THE THIRD-POOREST CITY IN THE U.S. AND THE STUDY REVEALED A STRONG CORRELATION BETWEEN POVERTY AND A POOR SCORE AMONG THE RANKED AREAS. ADDITIONALLY, THE COLLABORATIVE WORK UNDER WAY IN WESTERN NEW YORK WAS RECOGNIZED IN A RECENTLY RELEASED CASE STUDY ON REGIONAL HEALTH CARE IMPROVEMENT BY THE COMMONWEALTH FUND, "BUFFALO AND WESTERN NEW YORK: COLLABORATING TO IMPROVE HEALTH SYSTEM PERFORMANCE BY LEVERAGING SOCIAL CAPITAL," WHICH TAKES A CLOSER LOOK AT THE REASONS FOR OUR REGION'S SUCCESS. THESE REPORTS EMPHASIZE THE NEED FOR LOCAL SOLUTIONS AND WIDESPREAD ENGAGEMENT AND COLLABORATION TO ACHIEVE THE QUADRUPLE AIM OF BETTER HEALTH, BETTER CARE, LOWER COSTS AND PROVIDER VITALITY. |
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL W. CROPP, M.D., KENNETH SODARO, ANTHONY BAYNES, COLLEEN DIPIRRO, DANIEL WEINTRAUB, JAMES DUNLOP, AND JOHN MINEO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). MICHAEL W. CROPP, M.D., JAMES DUNLOP, KENNETH SODARO, DANIEL WEINTRAUB, DAN GAGLIARDO, AND JOHN MINEO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). THOMAS J. FOELS & DAVID PAWLOWSKI HAVE A BUSINESS RELATIONSHIP (PRIVATE ENTERPRISE). IHA DOES NOT DO BUSINESS WITH THEIR PRIVATE ENTERPRISE. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO THE FILING OF THE IRS FORM 990, THE FINAL RETURN WAS REVIEWED WITH THE CHAIR OF THE AUDIT AND FINANCE COMMITTEES, MANAGEMENT, AND MADE AVAILABLE TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | INDEPENDENT HEALTH ASSOCIATION, INC'S (IHA) CONFLICT OF INTEREST REPORTING POLICY ENCOMPASSES ALL CURRENT IHA OFFICERS AND EMPLOYEES (INCLUDING HIGHEST COMPENSATED KEY EMPLOYEES) OF THE ORGANIZATION. EMPLOYEES ARE REQUIRED AS PART OF THEIR EMPLOYMENT WITH IHA TO IMMEDIATELY REPORT CONFLICTS OF INTEREST THAT THEY ARE PARTY TO OR THAT THEY OBSERVE, TO MANAGEMENT OR INDEPENDENT HEALTH'S CHIEF COMPLIANCE OFFICER FOR REVIEW BY THE CONFLICT OF INTEREST COMMITTEE OF INDENDEPENT HEALTH. CONFLICTS ARE ALSO IDENTIFIED ANNUALLY WHEN EMPLOYEES COMPLETE ATTESTATIONS, CONFIDENTIAL QUESTIONAIRES & PLEDGE OF CONFIDENTIALITY AND CONTINUING DISCLOSURES FORM (FORM HIGHEST COMPENSATED EMPLOYEES, KEY EMPLOYEES, OFFICERS, DIRECTORS, AND MEMBERS OF THE BOARD) ARE RECEIVED. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS OR DECISIONS RELATED TO THIS TRANSACTION. THE RESOLUTION OF CONFLICT REVIEW WILL BE DOCUMENTED IN MEETING MINUTES MAINTAINED BY THE CONFLICT OF INTEREST COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNING BOARD OF DIRECTORS OF INDEPENDENT HEALTH ASSOCIATION, INC. (IHA) APPOINTED A GROUP OF BOARD MEMBERS TO ACT AS THE COMPENSATION COMMITTEE. COMPENSATION OF THE CEO IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND THE BOD ANNUALLY. ADDITIONALLY, THE RECOMMENDATIONS OF THE CEO PERTAINING TO THE COMPENSATION OF HIS/HER DIRECT REPORTS ARE SUBJECT TO REVIEW AND ADVISEMENT BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE; A COPY OF ITS 990, ITS AUDITED FINANCIAL STATEMENTS AND ANY OTHER DOCUMENTS AS REQUIRED. |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | JOHN MINEO - 28 CANTERBURY LN., EAST AURORA, NY 14052. MARK I. JOHNSON - 10604 KINGS CROWN DRIVE, PROSPECT, KY 40059. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT HEALTH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 INTERNATIONAL DRIVE | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161417199 | EIN |
| Primary Activities | TO PROMOTE GOOD HEALTH IN WESTERN NEW YORK & SUPPORT THE ACTIVITIES OF IHA | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT HEALTH ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | |||||||||||||||||
| 511 FARBER LAKES DRIVE | BUFFALO | NY | 14221 | 161237733 | THIRD PARTY CLAIMS ADMINISTRATION | NY | INDEPENDENT HEALTH ASSOCIATION INC | C | -$3,936,033 | $284,623,420 | 1.00000 | Yes (1) | |||||
| INDEPENDENT HEALTH BENEFITS CORPORATION | |||||||||||||||||
| 511 FARBER LAKES DRIVE | BUFFALO | NY | 14221 | 161483784 | POS AND INDEMNITY PRODUCT ADMINISTRATION | NY | INDEPENDENT HEALTH ASSOCIATION INC | C | -$90,639,721 | $251,234,369 | 1.00000 | Yes (1) | |||||
| MASON INSURANCE COMPANY LTD | |||||||||||||||||
| REINSURANCE | INDEPENDENT HEALTH ASSOCIATION INC | C | $6,063,632 | $41,726,117 | 1.00000 | Yes (1) | FB FERRY BUILDING 40 CHURCH STR | HAMILTON HMHX BERMUDA | HM-HX | BD | BD | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (21 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INDEPENDENT HEALTH FOUNDATION | ||
| B | $2,327,030 | FMV |
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | ||
| L | $1,082,149,037 | FMV |
| INDEPENDENT HEALTH FOUNDATION | ||
| L | $196,873 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| L | $725,607,761 | FMV |
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | ||
| M | $1,461,150,597 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| M | $39,326,929 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| N | $30,794,525 | FMV |
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | ||
| N | $8,135,128 | FMV |
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | ||
| O | $17,759,613 | FMV |
| INDEPENDENT HEALTH FOUNDATION | ||
| O | $316,615 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| O | $45,409,190 | FMV |
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | ||
| P | $784,321,244 | FMV |
| INDEPENDENT HEALTH FOUNDATION | ||
| P | $223,826 | FMV |
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | ||
| Q | $670,920 | FMV |
| INDEPENDENT HEALTH FOUNDATION | ||
| Q | $212,470 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| Q | $744,298,989 | FMV |
| MASON INSURANCE COMPANY LTD | ||
| R | $356,940 | FMV |
| INDEPENDENT HEALTH FOUNDATION | ||
| R | $3,042,060 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| S | $38,050,000 | FMV |
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | ||
| S | $320,406,030 | FMV |
| MASON INSURANCE COMPANY LTD | ||
| S | $290,181 | FMV |