INDEPENDENT HEALTH ASSOCIATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: INDEPENDENT HEALTH ASSOCIATION INC (EIN 16-1080163)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202333199349331118
Schema version: 2022v5.0
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
Form 990
Schedule D
Schedule F
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T21:04:45-06:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	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	MD, PRESIDENT, & CEO	PersonTitleTxt
Phone	7166313001	PhoneNum
Signature	2023-11-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	CROPP MD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

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	$1,743,427,489	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	16	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	1432	TotalEmployeeCnt
Total Volunteers	269	TotalVolunteersCnt
Total Gross UBI	$6,478,821	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$622,943	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$1,474,942,149	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,563,806,495	CYProgramServiceRevenueAmt
PY Investment Income	$14,061,144	PYInvestmentIncomeAmt
CY Investment Income	$8,035,183	CYInvestmentIncomeAmt
PY Other Revenue	$180,297	PYOtherRevenueAmt
CY Other Revenue	$429,498	CYOtherRevenueAmt
PY Total Revenue	$1,489,183,590	PYTotalRevenueAmt
CY Total Revenue	$1,572,271,176	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,141,584	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,489,100	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$1,351,671,707	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$1,351,805,706	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$76,741,028	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$83,093,699	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$102,440,430	PYOtherExpensesAmt
CY Other Expenses	$121,289,337	CYOtherExpensesAmt
PY Total Expenses	$1,535,994,749	PYTotalExpensesAmt
CY Total Expenses	$1,558,677,842	CYTotalExpensesAmt
PY Revenues Less Expenses	-$46,811,159	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$13,593,334	CYRevenuesLessExpensesAmt
Total Assets BOY	$961,041,739	TotalAssetsBOYAmt
Total Assets EOY	$920,173,815	TotalAssetsEOYAmt
Total Liabilities BOY	$407,305,860	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$414,595,830	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$553,735,879	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$505,577,985	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	$1,399,606,097	ExpenseAmt
Grant	$2,489,100	GrantAmt
Revenue	$1,563,806,495	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	$1,399,606,097	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	191	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1432	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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	16	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	0	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	JAMES DUNLOP	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 (41 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 W CROPP
PRESIDENT & CEO	29.00	22.00	Yes (X)	Yes (X)	$2,934,036	$0	$621,806
KATHLEEN MYLOTTE MD
CHAIRPERSON	15.00	0.00	Yes (X)	Yes (X)	$106,100	$0	$0
DANIEL B WEINTRAUB CPA
BOARD MEMBER	5.00	2.00	Yes (X)		$69,500	$0	$6,747
COLLEEN C DIPIRRO
BOARD MEMBER	5.00	1.00	Yes (X)		$58,500	$0	$9,582
ANTHONY J BAYNES
VICE CHAIRPERSON (END 4-2022)	5.00	0.00	Yes (X)	Yes (X)	$54,500	$0	$9,582
DONALD BOSWELL
VICE CHAIRPERSON	5.00	0.00	Yes (X)	Yes (X)	$58,500	$0	$411
DAN GAGLIARDO
BOARD MEMBER	5.00	3.00	Yes (X)		$48,500	$0	$9,582
PATRICIA SMITH
BOARD MEMBER	5.00	2.00	Yes (X)		$54,500	$0	$411
YVONNE S MINOR-RAGAN PHD
BOARD MEMBER	5.00	2.00	Yes (X)		$54,500	$0	$411
DAVID PAWLOWSKI MD
BOARD MEMBER	5.00	0.00	Yes (X)		$42,500	$0	$9,582
LISA MENDONZA MD
BOARD MEMBER	5.00	0.00	Yes (X)		$44,500	$0	$7,158
FAUD SHERIFF MD
BOARD MEMBER	5.00	0.00	Yes (X)		$44,500	$0	$6,747
GERARD T MAZURKIEWICZ CPA
BOARD MEMBER	5.00	0.00	Yes (X)		$49,500	$0	$411
MANSI DEMIA
BOARD MEMBER (BEGIN 02/22)	5.00	0.00	Yes (X)		$49,417	$0	$0
DAVID J MCNAMARA ESQ
BOARD MEMBER	5.00	0.00	Yes (X)		$46,500	$0	$0
PAMELA D REED MD
BOARD MEMBER	5.00	0.00	Yes (X)		$46,500	$0	$0
THOMAS J FOELS MD
BOARD MEMBER	5.00	0.00	Yes (X)		$43,500	$0	$0
JAMES DUNLOP
TREASURER & EVP CFO	30.00	18.00		Yes (X)	$767,419	$0	$292,104
ANTHONY BILLITTIER
EVP-CHF MEDICAL OFCR	25.00	18.00		Yes (X)	$642,146	$0	$250,980
JOHN MINEO
SECRETARY- EVP GEN.COUNSEL	28.00	16.00		Yes (X)	$621,054	$0	$211,197
NICOLE BRITTON
VP - CHF COMPLIANCE OFFICER	33.00	10.00		Yes (X)	$191,932	$0	$32,233
JOHN REID RODGERS
EVP - COO	31.00	19.00			$1,099,970	$0	$435,430	Yes (X)
PATRICIA C CLABEAUX
EVP-CHIEF HR OFFICER	29.00	17.00			$558,629	$0	$218,310	Yes (X)
ERIC J DECKER
SVP-INFORMATION TECHNOLOGY CIO	33.00	13.00			$667,483	$0	$78,240	Yes (X)
MARGARET STEFFAN
SVP-FINANCE & CAO	33.00	21.00			$397,827	$0	$146,805	Yes (X)
ROBERTA D RIFKIN
SVP - GOVT AFFAIRS & STRAT PRTNRSHPS	28.00	15.00			$371,777	$0	$145,183	Yes (X)
RICHARD M ARGENTIERI
SVP- CHF SALES & MARKT OFCR	32.00	16.00			$395,003	$0	$112,630	Yes (X)
CHERYL FRIEDMAN
SVP - HEALTH CARE SERVICES	41.00	14.00			$447,041	$0	$60,341	Yes (X)
AMIN M SEREHALI
SVP - CHF DATA & ANALYTICS OFCR	38.00	12.00			$421,493	$0	$65,171	Yes (X)
S PAUL KAHLON
SVP - CHF ACTUARY & STRATEGY	33.00	19.00			$386,593	$0	$68,805	Yes (X)
MIKE REILLY
SVP-CHF HEALTHCARE INNV & STRAT. OFCR	27.00	20.00			$405,779	$0	$47,819	Yes (X)
ANNE O'NEILL
SVP-CHIEF RISK OFFICER	33.00	10.00			$328,526	$0	$106,691	Yes (X)
ANTHONY MONTAGNA
SVP - CHF NETWORK OFCR	30.00	19.00			$329,206	$0	$98,254	Yes (X)
ROBERT TRACY
SVP-GOVT PROGRAMS	33.00	11.00			$322,036	$0	$73,155	Yes (X)
GEORGE WANDS
VP - CHIEF AUDIT OFFICER	32.00	10.00			$197,430	$0	$38,394	Yes (X)
TIMOTHY HALEY
MED DIR MED POLICY & UM	11.00	31.00			$359,960	$0	$39,161		Yes (X)
DEIRDRE WHEAT
MED DIR QUALITY DISEASE POP HEALTH	19.00	30.00			$342,455	$0	$43,773		Yes (X)
DAVID SHUTE
SVP - OPERATIONS	33.00	10.00			$321,433	$0	$35,145		Yes (X)
JOSHUA ZALEN
VP - IT SERVICE OPEARATIONS	33.00	20.00			$309,347	$0	$33,049		Yes (X)
JENNIFER WALSH
ASSOCIATED MED DIR UM	10.00	29.00			$295,451	$0	$14,611		Yes (X)
MARK I JOHNSON
FORMER OFFICER (END 05/18)	7.00	5.00			$227,780	$0	$18			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$14,213,323	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,329,929	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	342	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	$920,582,068
HEALTHPLEX IPA
333 EARLE OVINGTON BLVD SUITE 300	UNIONDALE	NY	115533608	DENTAL BENEFITS COMPANY	$22,160,520
ATOS SYNTEL INC
4851 REGENT BLVD	IRVING	TX	75063	INFORMATION TECHNOLOGY SERVICES	$11,153,772
NTT DATA INC
PO BOX 4201	BOSTON	MA	02211	INFORMATION TECHNOLOGY SERVICES	$9,404,506
SIRIUS COMPUTER SOLUTIONS
PO BOX 202289	DALLAS	TX	753202289	INFORMATION TECHNOLOGY SERVICES	$8,408,017

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	181	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PREMIUMS,REINSURANCE,&	Desc
Business	524114	BusinessCd
Total Revenue Column	$1,563,806,495	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,557,430,244	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,376,251	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,563,806,495	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,328,367	TotalRevenueColumnAmt
Unrelated Business Revenue	$102,570	UnrelatedBusinessRevenueAmt
Exclusion	$11,225,797	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$413,458	TotalRevenueColumnAmt
Exclusion	$413,458	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$37,590	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$21,550	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$16,040	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,040	TotalRevenueColumnAmt
Exclusion	$16,040	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$167,841,579	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$171,115,885	SecuritiesAmt
Other	$18,878	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$3,274,306	SecuritiesAmt
Other	-$18,878	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,293,184	TotalRevenueColumnAmt
Exclusion	-$3,293,184	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,572,271,176	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,557,430,244	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,478,821	UnrelatedBusinessRevenueAmt
Exclusion	$8,362,111	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,489,100	TotalAmt
Program Services	$2,489,100	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$1,351,805,706	TotalAmt
Program Services	$1,351,805,706	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$15,521,066	TotalAmt
Management And General	$15,521,066	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$44,194,762	TotalAmt
Program Services	$17,142,518	ProgramServicesAmt
Management And General	$27,052,244	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	-$2,701,412	TotalAmt
Program Services	$605,307	ProgramServicesAmt
Management And General	-$3,306,719	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$17,915,544	TotalAmt
Program Services	$3,614,860	ProgramServicesAmt
Management And General	$14,300,684	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,163,739	TotalAmt
Program Services	$1,351,051	ProgramServicesAmt
Management And General	$6,812,688	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,127,089	TotalAmt
Management And General	$1,127,089	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$420,810	TotalAmt
Management And General	$420,810	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$148,543	TotalAmt
Management And General	$148,543	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,165,706	TotalAmt
Management And General	$1,165,706	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$37,843,179	TotalAmt
Program Services	$133,821	ProgramServicesAmt
Management And General	$37,709,358	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,378,923	TotalAmt
Program Services	$8,805	ProgramServicesAmt
Management And General	$4,370,118	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,141,531	TotalAmt
Program Services	$231,674	ProgramServicesAmt
Management And General	$7,909,857	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$19,000,517	TotalAmt
Program Services	$72	ProgramServicesAmt
Management And General	$19,000,445	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,694,700	TotalAmt
Management And General	$1,694,700	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$250,316	TotalAmt
Program Services	$27,757	ProgramServicesAmt
Management And General	$222,559	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$184,366	TotalAmt
Program Services	$11,874	ProgramServicesAmt
Management And General	$172,492	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,009,369	TotalAmt
Management And General	$1,009,369	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,990,408	TotalAmt
Management And General	$10,990,408	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,696,256	TotalAmt
Program Services	$39,638	ProgramServicesAmt
Management And General	$1,656,618	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
UBTI TAXES	$180,000	$0	$180,000
GME SURCHARGE	$18,925,326	$18,925,326	$0
ENCOUNTER PENALTY	$5,028,757	$0	$5,028,757
FAMILY CHOICE	$2,990,703	$2,990,703	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,112,838	TotalAmt
Program Services	$227,885	ProgramServicesAmt
Management And General	$5,884,953	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,558,677,842	TotalAmt
Program Services	$1,399,606,097	ProgramServicesAmt
Management And General	$159,071,745	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$19,238,782	BOYAmt
EOY	$5,654,819	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$273,082,067	BOYAmt
EOY	$297,549,558	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$27,232,103	BOYAmt
EOY	$35,289,920	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$166,747,750	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$121,096,155	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$45,560,590	BOYAmt
EOY	$45,651,595	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$397,672,000	BOYAmt
EOY	$348,619,839	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,653,750	BOYAmt
EOY	$1,608,750	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$196,602,447	BOYAmt
EOY	$185,799,334	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$961,041,739	BOYAmt
EOY	$920,173,815	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$109,712,913	BOYAmt
EOY	$84,261,644	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,745,725	BOYAmt
EOY	$5,907,663	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$3,973,457	BOYAmt
EOY	$3,985,657	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$55,000,000	BOYAmt
EOY	$78,500,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$236,873,765	BOYAmt
EOY	$241,940,866	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$407,305,860	BOYAmt
EOY	$414,595,830	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	$394,745,538	BOYAmt
EOY	$338,337,166	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$158,990,341	BOYAmt
EOY	$167,240,819	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$553,735,879	BOYAmt
EOY	$505,577,985	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$961,041,739	BOYAmt
EOY	$920,173,815	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$13,593,334	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$61,751,228	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	$10,059,788	DepreciationAmt
Book Value	$13,712,379	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$18,513,479	OtherCostOrOtherBasisAmt
Depreciation	$13,436,737	DepreciationAmt
Book Value	$5,076,742	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$42,415,372	OtherCostOrOtherBasisAmt
Depreciation	$26,640,180	DepreciationAmt
Book Value	$15,775,192	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$81,504,019	OtherCostOrOtherBasisAmt
Depreciation	$70,959,450	DepreciationAmt
Book Value	$10,544,569	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$45,651,595	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
INVESTMENTS HELD IN ESCROW PER NYSDOH REGULATION 98-1.11CF	$74,232,193
INVESTMENT IN AFFILIATES	$111,567,141

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$185,799,334	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
BENEFITS PAYABLE	$52,338,742
INTERCOMPANY PAYABLE	$187,602,124
MEDICAL LOSS RATIO REBATES	$2,000,000

Field	Value	IRS element (for citing)
Total Liability	$241,940,866	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,496,101,654	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$61,751,230	NetUnrealizedGainsInvstAmt
Other Revenue	-$7,475,835	OtherRevenueAmt
Revenue Not Reported	-$69,227,065	RevenueNotReportedAmt
Revenue Subtotal	$1,565,328,719	RevenueSubtotalAmt
Other Revenues Not Included	$6,942,457	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$6,942,457	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,572,271,176	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,550,638,723	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$6,942,457	OtherExpensesIncludedAmt
Expenses Not Reported	-$6,942,457	ExpensesNotReportedAmt
Expenses Subtotal	$1,557,581,180	ExpensesSubtotalAmt
Other Expenses Not Included	$1,096,662	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$1,096,662	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,558,677,842	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 DECMEBER 31, 2022 AND 2021. THE ASSOCIATION DID NOT RECORD INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2022 AND 2021. THE ASSOCIATION IS SUBJECT TO U.S. FEDERAL INCOME TAX AND INCOME TAX IN VARIOUS STATE JURISDICTIONS. AS OF DECEMBER 31, 2022, THE ASSOCIATION'S TAX YEARS FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY FEDERAL TAX AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	BANK CHARGES & INVESTMENT FEES NEETED AGAINST OTHER INCOME -2,885,367. NON-SERVICE NET PERIODIC PENSION COSTS NETTED AGAINST INCOME 3,300,789. ENCOUNTER PENALTY NETTED AGAINST INCOME -5,028,757. LITIGATION EXPENSE NETTED AGAINST INCOME -2,862,500.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	REINSURANCE RECOVERIES 1,292,133. RX REBATE 5,671,874. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B -21,550.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	REINSURANCE RECOVERIES -1,292,133. RX REBATE -5,671,874. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B 21,550.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	BANK CHARGES & INVESTEMENT FEES NETTED AGAINST OTHER INCOME 2,885,367. PENSION RELATED CHARGES AND NON-SERVICE NET PERIODIC PENSION COST -9,679,962. ENCOUNTER PENALTY NETTED AGAINST OTHER INCOME 5,028,757. LITIGATION EXPENSE NETTED AGAINST OTHER INCOME 2,862,500.

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	$309,115
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$26,538,501

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	$26,847,616	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$26,847,616	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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (41 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
AMERICAN LUNG ASSOCIATION
45 ASH STREET	EAST HARTFORD	CT	06108	060646594	501(C)(3)	$10,848	$0	SPONSORSHIP FOR HEALTHY LIVING
AMHERST CHAMBER OF COMMERCE
400 ESSJAY ROAD SUITE 150	AMHERST	NY	14221	160959485	501(C)(6)	$25,476	$0	SPONSORSHIP
BACK TO BASICS PEACEKEEPERS
1370 WILLIAM ST SUITE 100	BUFFALO	NY	14206	161509888	501(C)(3)	$8,679	$0	SPONSORSHIP FOR HEALTHY LIVING
BISONS BASEBALL INC
ONE JAMES D GRIFFIN PLAZA	BUFFALO	NY	142032729	161193569		$18,080	$0	SPONSORSHIP
BROTHERS OF MERCY FACILITIES FOUNDATION
4520 RANSOM ROAD	CLARENCE	NY	14031	166074666	501(C)(3)	$5,062	$0	SPONSORSHIP
BUFFALO BILLS LLC
ONE BILLS DRIVE	ORCHARD PARK	NY	14127	471762470		$630,465	$0	SPONSORSHIP FOR HEALTHY LIVING
BUFFALO NIAGARA ENTERPRISE
665 MAIN STREET	BUFFALO	NY	142031425	161579523	501(C)(3)	$36,161	$0	SPONSORSHIP
BUFFALO NIAGARA PARTNERSHIP FOUNDATION INC
257 WEST GENESEE STREET SUITE 600	BUFFALO	NY	14202	160761958	501(C)(3)	$54,964	$0	SPONSORSHIP
BUFFALO RIVERWORKS LLC
359 GANSON ST	BUFFALO	NY	14203	463720236		$235,044	$0	SPONSORSHIP FOR HEALTHY LIVING
BUFFALO STATE COLLEGE FOUNDATION INC
1300 ELMWOOD AVENUE CLEVELAND HALL	BUFFALO	NY	142221095	166037117	501(C)(3)	$7,232	$0	SPONSORSHIP FOR HEALTHY LIVING	511
BUFFALO URBAN LEAGUE INC
15 GENESEE ST	BUFFALO	NY	14203	160743940	501(C)(3)	$36,161	$0	SPONSORSHIP FOR HEALTHY LIVING
BUSINESS FIRST
AMERICAN CITY BUSINESS JOURNALS INC	CHARLOTTE	NC	28202	431366184		$9,275	$0	SPONSORSHIP FOR HEALTHY LIVING	120 EST MOREHEAD ST
CANISIUS COLLEGE
2001 MAIN STREET	BUFFALO	NY	14208	160743209	501(C)(3)	$7,539	$0	SPONSORSHIP
CATHOLIC CHARITIES OF BUFFALO NEW YORK
741 DELAWARE AVENUE	BUFFALO	NY	14209	160743251	501(C)(3)	$11,029	$0	SPONSORSHIP FOR HEALTHY LIVING
CHILD & FAMILY SERVICES
330 DELAWARE AVE	BUFFALO	NY	14202	161004825	501(C)(3)	$7,232	$0	SPONSORSHIP
CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION
1028 MAIN ST 4TH FL	BUFFALO	NY	14202	161332044	501(C)(3)	$5,424	$0	SPONSORSHIP FOR HEALTHY LIVING
COMMUNITY FOUNDATION FOR GREATER BUFFALO INC
726 EXCHANGE ST SUITE 525	BUFFALO	NY	14210	222743917	501(C)(3)	$39,777	$0	SPONSORSHIP
ECMC FOUNDATION
462 GRIDER ST STE G1	BUFFALO	NY	14215	223283946	501(C)(3)	$77,800	$0	SPONSORSHIP
ENDEAVOR WESTERN NEW YORK INC
211 RUSKIN ROAD	AMHERST	NY	14226	842898352	501(C)(3)	$14,464	$0	SPONSORSHIP
FRW BEAVER HOLLOW MANAGEMENT LLC
1083 PIT RD	JAVA CENTER	NY	14082	454403158		$108,482	$0	SPONSORSHIP FOR HEALTHY LIVING
GATEWAY LONGVIEW FOUNDATION
6350 MAIN STREET	WILLIAMSVILLE	NY	14221	161559402	501(C)(6)	$5,424	$0	SPONSORSHIP
GREEN OPTIONS BUFFALO (GOBIKESLOW ROLL)
640 ELLICOTT ST SUITE 447	BUFFALO	NY	14203	272501533	501(C)(3)	$36,161	$0	SPONSORSHIP FOR HEALTHY LIVING
HISPANIC HERITAGE COUNCIL OF WNY INC
PO BOX 361	BUFFALO	NY	14201	800719778	501(C)(3)	$14,464	$0	SPONSORSHIP
HOSPICE FOUNDATION OF WNY INC
225 COMO PARK BLVD	CHEEKTOWAGA	NY	142271416	223137812	501(C)(3)	$7,232	$0	SPONSORSHIP
JERICHO ROAD COMMUNITY HEALTH CENTER
184 BARTON ST	BUFFALO	NY	14213	451571876	501(C)(3)	$76,688	$0	SPONSORSHIP FOR HEALTHY LIVING
LARKIN SQUARE LLC
726 EXCHANGE ST SUITE 825	BUFFALO	NY	14210	454273897		$61,473	$0	SPONSORSHIP
LEADERSHIP BUFFALO
237 MAIN STREET SUITE 1500	BUFFALO	NY	142032720	161363536	501(C)(3)	$7,232	$0	SPONSORSHIP
LMHF STRIVE TO THRIVE PROGRAM INC
3786 BROADWAY STREET	CHEEKTOWAGA	NY	14227	815207846	501(C)(3)	$126,562	$0	SPONSORSHIP FOR HEALTHY LIVING
NATIONAL FEDERATION OF JUST COMMUNITIES OF WNY
360 DELAWARE AVENUE	BUFFALO	NY	14202	203185568	501(C)(3)	$7,232	$0	SPONSORSHIP
NIAGARA FALLS MEMORIAL MEDICAL CENTER FOUNDATION
621 10TH STREET	NIAGARA FALLS	NY	14302	222877349	501(C)(3)	$10,848	$0	SPONSORSHIP
NIAGARA FRONTIER AUTOMOBILE DEALERS ASSOCIATION (NFADA)
1144 WEHRLE DRIVE	WILLIAMSVILLE	NY	14221	161194880	501(C)(3)	$29,828	$0	SPONSORSHIP
PEOPLE INC
1219 NORTH FOREST ROAD	BUFFALO	NY	14221	161450321	501(C)(3)	$45,875	$0	SPONSORSHIP
POLICE ATHLETIC LEAGUE
65 NIAGARA SQUARE 21ST FLOOR	BUFFALO	NY	14202	161468698	501(C)(3)	$25,312	$0	SPONSORSHIP FOR HEALTHY LIVING
RICH PRODUCTS CORPORATION
1150 NIAGARA ST PO BOX 245	BUFFALO	NY	14240	311387980		$72,321	$0	SPONSORSHIP
SENECA DIABETES FOUNDATION
PO BOX 309	IRVING	NY	140810309	203214056	501(C)(3)	$28,929	$0	SPONSORSHIP
SHARED MOBILITY
640 ELLICOTT ST 441	BUFFALO	NY	14203	465072814	501(C)(3)	$331,955	$0	SPONSORSHIP FOR HEALTHY LIVING
SHERIDAN BENEFITS LLC
7 LIMESTONE DRIVE	WILLIAMSVILLE	NY	14221	204617070		$13,810	$0	SPONSORSHIP
TASTE OF BUFFALO INC
276 GREENWOOD COURT	EAST AURORA	NY	14052	161390601	501(C)(6)	$13,018	$0	SPONSORSHIP FOR HEALTHY LIVING
THE SUMMIT CENTER INC
150 STAHL ROAD	GETZVILLE	NY	14068	161095750	501(C)(3)	$5,424	$0	SPONSORSHIP FOR HEALTHY LIVING
UNITED WAY OF BUFFALO & ERIE COUNTY - ENDOWMENT CAMPAIGN
742 DELAWARE AVENUE	BUFFALO	NY	14209	160743969	501(C)(3)	$39,777	$0	SPONSORSHIP
WNY CLINICAL INFORMATION EXCHANGE INC
2475 GEORGE URBAN BLVD SUITE 202	DEPEW	NY	14043	364594483	501(C)(3)	$36,161	$0	SPONSORSHIP

Field	Value	IRS element (for citing)
Total501c3 Org	30	Total501c3OrgCnt
Total Other Org	11	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	0	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 (25 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 W CROPP
PRESIDENT & CEO	$1,103,351	$0	$1,793,179	$0	$37,506	$0	$609,510	$0	$12,296	$0	$3,555,842	$0	$1,156,096	$0
JOHN REID RODGERS
EVP - COO	$585,450	$0	$483,783	$0	$30,737	$0	$401,688	$0	$33,742	$0	$1,535,400	$0	$189,388	$0
JAMES DUNLOP
TREASURER & EVP CFO	$564,201	$0	$196,553	$0	$6,665	$0	$223,173	$0	$68,931	$0	$1,059,523	$0	$0	$0
ANTHONY BILLITTIER
EVP-CHF MEDICAL OFCR	$437,177	$0	$195,569	$0	$9,400	$0	$188,774	$0	$62,206	$0	$893,126	$0	$0	$0
JOHN MINEO
SECRETARY- EVP GEN.COUNSEL	$377,390	$0	$229,635	$0	$14,029	$0	$171,190	$0	$40,007	$0	$832,251	$0	$55,950	$0
PATRICIA C CLABEAUX
EVP-CHIEF HR OFFICER	$377,390	$0	$173,685	$0	$7,554	$0	$168,263	$0	$50,047	$0	$776,939	$0	$0	$0
ERIC J DECKER
SVP-INFORMATION TECHNOLOGY CIO	$369,854	$0	$295,969	$0	$1,660	$0	$51,448	$0	$26,792	$0	$745,723	$0	$0	$0
MARGARET STEFFAN
SVP-FINANCE & CAO	$300,873	$0	$92,800	$0	$4,154	$0	$119,094	$0	$27,711	$0	$544,632	$0	$0	$0
ROBERTA D RIFKIN
SVP - GOVT AFFAIRS & STRAT PRTNRSHPS	$274,339	$0	$93,677	$0	$3,761	$0	$117,504	$0	$27,679	$0	$516,960	$0	$0	$0
RICHARD M ARGENTIERI
SVP- CHF SALES & MARKT OFCR	$297,380	$0	$94,880	$0	$2,743	$0	$89,077	$0	$23,553	$0	$507,633	$0	$0	$0
CHERYL FRIEDMAN
SVP - HEALTH CARE SERVICES	$312,058	$0	$130,560	$0	$4,423	$0	$36,217	$0	$24,124	$0	$507,382	$0	$26,780	$0
AMIN M SEREHALI
SVP - CHF DATA & ANALYTICS OFCR	$314,403	$0	$104,995	$0	$2,095	$0	$41,749	$0	$23,422	$0	$486,664	$0	$0	$0
S PAUL KAHLON
SVP - CHF ACTUARY & STRATEGY	$295,140	$0	$90,151	$0	$1,302	$0	$42,951	$0	$25,854	$0	$455,398	$0	$0	$0
MIKE REILLY
SVP-CHF HEALTHCARE INNV & STRAT. OFC	$315,954	$0	$88,649	$0	$1,176	$0	$45,219	$0	$2,600	$0	$453,598	$0	$0	$0
ANNE O'NEILL
SVP-CHIEF RISK OFFICER	$254,274	$0	$71,751	$0	$2,501	$0	$80,886	$0	$25,805	$0	$435,217	$0	$0	$0
ANTHONY MONTAGNA
SVP - CHF NETWORK OFCR	$246,894	$0	$81,428	$0	$884	$0	$76,699	$0	$21,555	$0	$427,460	$0	$0	$0
TIMOTHY HALEY
MED DIR MED POLICY & UM	$319,355	$0	$38,352	$0	$2,253	$0	$12,336	$0	$26,825	$0	$399,121	$0	$0	$0
ROBERT TRACY
SVP-GOVT PROGRAMS	$239,136	$0	$79,798	$0	$3,102	$0	$46,318	$0	$26,837	$0	$395,191	$0	$0	$0
DEIRDRE WHEAT
MED DIR QUALITY DISEASE POP HEALTH	$301,577	$0	$39,733	$0	$1,145	$0	$13,608	$0	$30,165	$0	$386,228	$0	$0	$0
DAVID SHUTE
SVP - OPERATIONS	$265,377	$0	$53,468	$0	$2,588	$0	$12,602	$0	$22,543	$0	$356,578	$0	$0	$0
JOSHUA ZALEN
VP - IT SERVICE OPEARATIONS	$254,618	$0	$53,081	$0	$1,648	$0	$12,200	$0	$20,849	$0	$342,396	$0	$0	$0
JENNIFER WALSH
ASSOCIATED MED DIR UM	$271,421	$0	$23,044	$0	$986	$0	$12,305	$0	$2,306	$0	$310,062	$0	$0	$0
GEORGE WANDS
VP - CHIEF AUDIT OFFICER	$166,705	$0	$29,853	$0	$872	$0	$12,604	$0	$25,790	$0	$235,824	$0	$0	$0
MARK I JOHNSON
FORMER OFFICER (END 05/18)	$227,630	$0	$150	$0	$0	$0	$0	$0	$18	$0	$227,798	$0	$0	$0
NICOLE BRITTON
VP - CHF COMPLIANCE OFFICER	$163,076	$0	$28,637	$0	$219	$0	$6,003	$0	$26,230	$0	$224,165	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4B	FormAndLineReferenceDesc
Explanation	ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457A AND 409A. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: MICHAEL CROPP - $1,156,096 JOHN REID RODGERS - $189,388 JOHN MINEO - $55,950 CHERYL FRIEDMAN - $26,780	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	$7,575,000	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 BILITIER, CURRENT OFFICER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACT ARRANGEMENT, DELIVERY OF HEALTHCARE	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 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 WHO HELPS MEMBERS EXPLORE TREATMENT OPTIONS, DISCUSS NEEDED HEALTH SCREENINGS AND HELP DETERMINE APPROPRIATE CARE. 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'S 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 AND 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 USUALLY 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 THEN 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 $18.9 MILLION DURING 2022.
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 2022, 269 IHA ASSOCIATES SERVED AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 67 COMMUNITY EVENTS, WHICH REPRESENTED MORE THAN 800 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. TO DATE, IHA HAS RAISED MORE THAN $16,000 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 2022 CAMPAIGN RAISED MORE THAN $65,500. 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 AUGUST 14, 2022. TO EXPAND ACCESS TO THE ANNUAL EVENT, INDEPENDENT HEALTH AND GOBIKE DISTRIBUTED 1,000 TICKETS TO SKYRIDE THROUGH COMMUNITY AND EDUCATIONAL PARTNERS ACROSS BUFFALO'S UNDERSERVED NEIGHBORHOODS. ADDITIONALLY, INDEPENDENT HEALTH SPONSORED THE DISTRIBUTION OF 230 BIKE HELMETS (ADULT AND YOUTH SIZES) THAT GOBIKE OFFERED TO COMMUNITY GROUPS AND AT COMMUNITY EVENTS LEADING UP TO SKYRIDE. SIMILAR INITIATIVES ARE BEING PLANNED FOR SKYRIDE, WHICH WILL BE HELD ON SUNDAY, JULY 16, 2023. NEW THIS YEAR, INDEPENDENT HEALTH SPONSORED GOBIKE'S BIKE MONTH INITIATIVES, 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 TO BE ANNOUNCED SOON WHO IS SET TO RECEIVE 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 2022, REDDY BIKESHARE REPORTED NEARLY 14,000 RIDERS WHO COLLECTIVELY BURNED MORE THAN 4 MILLION CALORIES BY TRAVELING OVER 102,000 MILES ACROSS WESTERN NEW YORK. SINCE INCEPTION, REDDY BIKESHARE IS RESPONSIBLE FOR HELPING NEARLY 43,000 RIDERS BURN MORE THAN 19 MILLION CALORIES BY TRAVELING A TOTAL OF MORE THAN 478,000 MILES. THE PHYSICAL ACTIVITY BY RIDERS OVER THE LAST SEVEN YEARS ALSO LED TO A TOTAL OF 421,526 POUNDS OF CARBON OFFSET EQUIVALENT TO ALMOST 30,000 BAGS OF TRASH IN LOCAL LANDFILLS. 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 IS 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 KICKED OFF JUNE 1, OFFERING 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. 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. DUE TO A RISE IN COVID-19 CASES EARLIER IN 2022, COMMUNITY HEALTH DAY WAS POSTPONED TO JUNE 20. THE SUMMERTIME EVENT FEATURED A VARIETY OF INDOOR AND OUTDOOR ACTIVITIES FOR THE COMMUNITY TO TAKE PART IN, MANY OF WHICH WERE PROVIDED BY INDEPENDENT HEALTH'S COMMUNITY PARTNERS. IT INCLUDED FREE FITNESS CLASSES LED BY YMCA BUFFALO NIAGARA INSTRUCTORS, GOBIKE BUFFALO'S SMOOTHIE BIKE, REDDY BIKESHARE DEMONSTRATIONS, A FOOTBALL TOSS COURTESY OF THE BUFFALO BILLS, AND PLAYSTREETS PROGRAMMING FROM THE POLICE ATHLETIC LEAGUE OF BUFFALO. INDEPENDENT HEALTH'S PARTICIPATION ALSO INCLUDED THE STATE PRODUCT TEAM FROM SALES AND THE WELLNESS TEAM, WHICH OFFERED AN OUTDOOR OBSTACLE COURSE FOR YOUTH WITH PRIZES. INDEPENDENT HEALTH DISTRIBUTED A VARIETY OF FREE BRANDED GIVEAWAYS TO THE NEARLY 1,300 GUESTS WHO ATTENDED THIS YEAR'S EVENT. THE EVENT WAS INTENTIONALLY HELD JUNE 20 TO COINCIDE WITH THE OBSERVANCE AND CELEBRATIONS OF JUNETEENTH. SIMILAR ACTIVITIES AND PROGRAMMING ARE BEING PLANNED FOR THIS YEAR'S EVENT TO BE HELD ON JUNE 19, 2023. INDEPENDENT HEALTH IS CONTINUING ITS PRESENTING SPONSORSHIP OF WELLNESS WALKS AT TIFFT NATURE PRESERVE FOR 2023. 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. INFORMATION ON THE 2022 SEASON HAS NOT YET BEEN RECEIVED.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	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 HELD OUTDOORS EACH WEEK, FROM APRIL THROUGH OCTOBER 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. INDEPENDENT HEALTH ATTENDED FOUR EVENTS THROUGHOUT THE 2022 SEASON 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. THE 2023 SEASON IS SET TO KICK OFF ON JUNE 6, AT WHICH INDEPENDENT HEALTH WILL BE PRESENT WITH PLANS TO RETURN THREE ADDITIONAL TIMES DURING THE SUMMER. 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. TO DATE, MORE THAN 13,000 PEOPLE HAVE REGISTERED FOR THE HEALTH & WELLNESS CHALLENGE SINCE IT SWITCHED PLATFORMS (FROM SPARK PEOPLE TO WELLABLE) IN EARLY 2022. THE SPRING 2023 CHALLENGE IS CURRENTLY UNDERWAY, WHICH KICKED OFF MAY 1 AND RUNS THROUGH JUNE 11. A TOTAL OF 26 PRIZES WILL ONCE AGAIN BE AWARDED TO ELIGIBLE PARTICIPANTS, INCLUDING A GRAND PRIZE: EIGHT TICKETS TO A BUFFALO BILLS PRESEASON GAME WITH PARKING, PRIZE PACKS FROM THE BILLS AND INDEPENDENT HEALTH, AND A $1,000 VISA GIFT CARD. ELIGIBLE PARTICIPANTS ARE THOSE WHO EARN A MINIMUM OF 25 POINTS IN THE CHALLENGE. PRIZES ARE RANDOMLY AWARDED AT THE END OF THE CHALLENGE USING A WEIGHTED-RAFFLE SYSTEM. THE BUFFALO BILLS AND IHA ALSO CONTINUE TO WORK TOGETHER TO ENCOURAGE PHYSICAL ACTIVITY AND HEALTHY EATING AMONG OUR COMMUNITY'S YOUTH THROUGH THE INDEPENDENT HEALTH FOUNDATION'S FITNESS FOR KIDS CHALLENGE IN COLLABORATION WITH THE BUFFALO BILLS PLAY 60 CHALLENGE. ADDITIONALLY, IHA SPONSORS THE BILLS ANNUAL 50 YARD FINISH, WHICH ATTRACTED 1,500 RUNNERS IN 2022, 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 RUNS ACROSS THE FINISH LINE AND DISTRIBUTE 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 NEW 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. IN 2022, RIVERWORKS BEGAN OFFERING OPEN ROLLER SKATING SPONSORED BY INDEPENDENT HEALTH ON SELECT DATES. EARLIER THIS YEAR, 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. THIS SUMMER, KAYAKS AND OTHER WATER SPORT RENTALS WILL BE AVAILABLE AND RIVERWORKS WILL CONTINUE TO SERVE AS A POPULAR FITNESS IN THE PARKS LOCATION. 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 ALSO 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. THIS SUMMER, INDEPENDENT HEALTH WILL SPONSOR THE OUTER HARBOR'S "START UP THE SUMMER" EVENT AT WILKESON POINTE ON JUNE 10, 2023, WHICH 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.
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. BY THE END OF 2022, PAL REPORTED 864 UNDUPLICATED YOUTH WHO ATTENDED A PLAYSTREETS EVENT. THE MAJORITY OF PARTICIPANTS WERE BETWEEN THE AGES OF 5 AND 9, WITH THE SUMMER SESSION ATTRACTING THE MOST PARTICIPATION. BASED ON THEIR 2022 SURVEY, PAL REPORTED 100 PERCENT OVERALL PROGRAM SATISFACTION FROM PARTICIPATING FAMILIES WITH 100 PERCENT OF FAMILIES REPORTING THAT THEIR CHILDREN ARE MORE ACTIVE AT HOME FOLLOWING PARTICIPATION IN PLAYSTREETS. INDEPENDENT HEALTH IS CONTINUING THIS SPONSORSHIP FOR 2023. 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. MOST NOTABLY, INDEPENDENT HEALTH OFFERED AN ENTER TO WIN CONTEST THROUGH ITS FACEBOOK PAGE IN 2022 THAT HIGHLIGHTED FIVE KEY PARTNERS AND PROGRAMS - REDDY BIKESHARE, BUFFALO MUSEUM OF SCIENCE, FITNESS IN THE PARKS, OUTER HARBOR, AND BUFFALO RIVERWORKS. THE 5-MONTH CONTEST AWARDED 10 PARTICIPANTS CHOSEN AT RANDOM ALONG WITH THREE GRAND PRIZE WINNERS ALL WHO RECEIVED AN AMAZON GIFT CARD ALONG WITH A "BRINGING HEALTHY TO YOU PRIZE PACK" THAT PROVIDED VOUCHERS FOR FREE MEMBERSHIPS, RENTALS AND MORE WITH OUR COMMUNITY PARTNERS. THE CONTEST OFFERED GREATER VISIBILITY INTO INDEPENDENT HEALTH'S COMMUNITY PARTNERSHIPS AND APPROACH TO CREATING A HEALTHIER A WESTERN NEW YORK FOR ALL, NOT JUST ITS MEMBERS. SOME OF THE DATA COLLECTED FROM THE CONTEST POSTS INCLUDES: TOTAL REACH, 152,800; TOTAL ENGAGEMENT, 4,381; TOTAL REACTIONS, 833; AND TOTAL NUMBER OF COMMENTS OR ENTRIES, 537. OTHER "BRINGING HEALTHY TO YOU" ENTER TO WIN CONTESTS ARE BEING PLANNED FOR 2023, INCLUDING AT THE TASTE OF BUFFALO IN JULY 2023. THIS YEAR'S CONTEST WILL SPECIFICALLY BE PROMOTED BY THE TASTE OF BUFFALO, WHICH WILL HOPEFULLY DRAW MORE INTEREST AND ENTRIES FROM GUESTS OF THE TWO-DAY FESTIVAL. INDEPENDENT HEALTH PLANS TO ONCE AGAIN DISTRIBUTE THOUSANDS OF THERMAL TOTES TO ATTENDEES 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.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	AS OF MAY 2023, APPROXIMATELY 89 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 1.4 MILLION COMMUNITY-WIDE CONSENTS HAVE BEEN SIGNED BY PATIENTS AUTHORIZING TREATING PHYSICIANS TO ACCESS THEIR ELECTRONIC MEDICAL RECORDS THROUGH HEALTHELINK. IHA COORDINATES THE DELIVERY OF HEALTH CARE SERVICES FOR 174,794 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 AS OF MAY 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. INDEPENDENT HEALTH HAS RECEIVED THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE'S (NCQA) HIGHEST ACCREDITATION STATUS OF "EXCELLENT" FOR ITS COMMERCIAL HMO/POS AND MEDICARE LINES OF BUSINESS HAVE BEEN RATED 4.5 OUT OF 5 NATIONALLY IN 2022, AND WAS RATED AS A 4.5 PLAN FROM 2015-2021. IN 2022 AND 2023, INDEPENDENT HEALTH WAS RECOGNIZED AS A 5-STAR RATED MEDICARE ADVANTAGE PLAN BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS). "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. 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, JOHN MINEO, ESQ, COLLEEN DIPIRRIO, ANTHONY BAYNES, DANIEL WEINTRAUB, AND JAMES DUNLOP HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). MICHAEL W. CROPP, JAMES DUNLOP, JOHN MINEO, DANIEL WEINTRAUB, AND DAN GAGLIARDO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). THOMAS J. FOELS AND 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 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 AND 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 OBSERVED, TO MANAGEMENT OR INDEPENDENT HEALTH'S CHIEF COMPLIANCE OFFICER FOR REVIEW BY THE CONFLICT OF INTEREST COMMITTEE OF INDEPENDENT HEALTH. CONFLICTS ARE ALSO INDENTIFIED 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 INDENTIFIED, THE INDIVIDUAL IS PROHIBITED FROM PARTICPATING 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 REQUET, THE ORGANIZATION WILL MAKE AVAILABLE; A COPY OF ITS 990, ITS AUDITED FINANCIAL STATEMENTS AND ANY OTHER DOCUMENTS AS REQUIRED.

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 INTRENATIONAL 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	-$6,855,438	$344,284,381	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	-$42,472,709	$330,304,914	1.00000	Yes (1)
MASON INSURANCE COMPANY LTD
					REINSURANCE		INDEPENDENT HEALTH ASSOCIATION INC	C	-$3,809,427	$35,751,670	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 (20 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
INDEPENDENT HEALTH FOUNDATION
L	$154,590	FMV
INDEPENDENT HEALTH FOUNDATION
O	$334,753	FMV
INDEPENDENT HEALTH FOUNDATION
P	$346,375	FMV
INDEPENDENT HEALTH FOUNDATION
Q	$339,115	FMV
INDEPENDENT HEALTH FOUNDATION
R	$2,260,000	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
L	$725,565,890	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
M	$44,553,282	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
N	$27,215,658	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
O	$39,341,284	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
Q	$712,082,003	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
S	$11,000,000	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
L	$974,436,281	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
M	$1,454,300,080	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
N	$8,514,402	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
O	$15,406,357	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
P	$995,637,935	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
Q	$415,819	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
S	$553,285,000	FMV
MASON INSURANCE COMPANY LTD
R	$282,982	FMV
MASON INSURANCE COMPANY LTD
S	$592,482	FMV