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INDEPENDENT HEALTH ASSOCIATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
INDEPENDENT HEALTH ASSOCIATION INC (EIN 16-1080163)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202243189349318354
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-11-14T17:38:51-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4200AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462045108ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161080163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENT HEALTH ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDEBusinessNameControlTxt
Phone7166313001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1511 FARBER LAKES DRIVEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL W CROPP MDPersonNm
Person TitleMD, PRESIDENT, & CEOPersonTitleTxt
Phone7166313001PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastCROPP MDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA M JANSONSPreparerPersonNm
PTINP01222873PTIN
Phone3174648600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line1511 FARBER LAKES DRIVEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,632,041,830GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.INDEPENDENTHEALTH.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee1331TotalEmployeeCnt
Total Volunteers254TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,428,474,947PYProgramServiceRevenueAmt
CY Program Service Revenue$1,474,942,149CYProgramServiceRevenueAmt
PY Investment Income$15,100,027PYInvestmentIncomeAmt
CY Investment Income$14,061,144CYInvestmentIncomeAmt
PY Other Revenue$10,942PYOtherRevenueAmt
CY Other Revenue$180,297CYOtherRevenueAmt
PY Total Revenue$1,443,585,916PYTotalRevenueAmt
CY Total Revenue$1,489,183,590CYTotalRevenueAmt
PY Grants And Similar Paid$5,023,651PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,141,584CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$1,194,335,312PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$1,351,671,707CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$94,945,286PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$76,741,028CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$94,502,409PYOtherExpensesAmt
CY Other Expenses$102,440,430CYOtherExpensesAmt
PY Total Expenses$1,388,806,658PYTotalExpensesAmt
CY Total Expenses$1,535,994,749CYTotalExpensesAmt
PY Revenues Less Expenses$54,779,258PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$46,811,159CYRevenuesLessExpensesAmt
Total Assets BOY$805,543,530TotalAssetsBOYAmt
Total Assets EOY$961,041,739TotalAssetsEOYAmt
Total Liabilities BOY$202,337,570TotalLiabilitiesBOYAmt
Total Liabilities EOY$407,305,860TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$603,205,960NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$553,735,879NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,404,058,759ExpenseAmt
Grant$5,141,584GrantAmt
Revenue$1,474,942,149RevenueAmt
DescINDEPENDENT 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 SCH O FOR ADDITIONAL DETAIL).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., AND WNY COLLABORATIVE MANAGEMENT SERVICES, LLC.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 (THE FIRST CONDITION ADDRESSED WAS DIABETES), AS WELL AS PEOPLE LOOKING TO MAINTAIN THEIR GENERAL WELL-BEING, BETTER MANAGE THEIR HEALTH VIA THEIR SMARTPHONE. BROOK BLENDS INTELLIGENT, TECHNOLOGY-BASED RESPONSES WITH THE INTERACTION AND HUMAN TOUCH THAT CAN ONLY COME FROM COMPASSIONATE, UNDERSTANDING EXPERTS. 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. 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.Desc
Total Program Service Expenses$1,404,058,759TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document329IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1331EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or Procedure0WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES DUNLOPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7166313001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1511 FARBER LAKES DRIVEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DONALD ROBINSON MD
BOARD MEMBER6.000.00Yes (X)$1,000$0$0
STUART H ANGERT
BOARD MEMBER6.003.00Yes (X)$1,000$0$1,599
THOMAS J FOELS
BOARD MEMBER6.000.00Yes (X)$45,500$0$0
DANIEL B WEINTRAUB CPA
BOARD MEMBER6.002.00Yes (X)$81,333$0$2,981
PAMELA D REED MD
BOARD MEMBER6.001.00Yes (X)$45,500$0$0
COLLEEN C DIPIRRO
BOARD MEMBER6.001.00Yes (X)$69,500$0$4,359
YVONNE S MINOR-RAGAN PHD
BOARD MEMBER6.002.00Yes (X)$45,500$0$411
FAUD SHERIFF MD
BOARD MEMBER6.000.00Yes (X)$45,500$0$5,961
DAVID PAWLOWSKI MD
BOARD MEMBER6.000.00Yes (X)$43,500$0$8,718
LISA MENDONZA MD
BOARD MEMBER6.000.00Yes (X)$45,500$0$6,959
PATRICIA SMITH
BOARD MEMBER6.000.00Yes (X)$55,500$0$411
DAN GAGLIARDO
BOARD MEMBER6.003.00Yes (X)$51,500$0$8,718
DONALD BOSWELL
BOARD MEMBER6.000.00Yes (X)$59,500$0$8,718
DAVID J MCNAMARA ESQ
BOARD MEMBER6.000.00Yes (X)$60,500$0$0
GERARD T MAZURKIEWICZ CPA
BOARD MEMBER 12/206.000.00Yes (X)$60,500$0$0
KATHLEEN MYLOTTE MD
CHAIRPERSON15.000.00Yes (X)$127,100$0$0
MICHAEL W CROPP
PRESIDENT & CEO29.0020.00Yes (X)$2,108,051$0$489,044Yes (X)
JOHN MINEO
SECRETARY- EVP GEN.COUNSEL29.0017.00Yes (X)$641,912$0$185,909Yes (X)
JAMES DUNLOP
TREASURER & EVP CFO (7/21)15.008.00Yes (X)$265,893$0$50,358Yes (X)
ANN M PENTKOWSKI
TREASURER & EVP CFO (END 6/21)14.008.00Yes (X)$1,226,547$0$69,023Yes (X)
ANTHONY J BAYNES
VICE CHAIRPERSON6.001.00Yes (X)$57,500$0$4,359Yes (X)
NICOLE BRITTON
CHF COMPLIANCE OFCR33.0010.00$133,544$0$36,381Yes (X)
ANTHONY BILLITTIER
EVP-CHF MEDICAL OFCR27.0014.00$654,362$0$172,924Yes (X)
GEORGE WANDS
CHIEF AUDIT OFFICER34.009.00$170,052$0$34,727Yes (X)
JOHN REID RODGERS
EVP - COO33.0018.00$1,518,860$0$314,794Yes (X)
PATRICIA C CLABEAUX
EVP-CHIEF HR OFFICER30.0016.00$915,075$0$155,131Yes (X)
S PAUL KAHLON
SVP - CHF ACTUARY & STRATEGY40.0017.00$344,986$0$35,391Yes (X)
AMIN M SEREHALI
SVP - CHF DATA & ANALYTICS OFCR41.0011.00$414,897$0$36,001Yes (X)
ANTHONY MONTAGNA
SVP - CHF NETWORK OFCR30.0017.00$327,936$0$85,333Yes (X)
CHERYL FRIEDMAN
SVP - HEALTH CARE SERVICES40.0012.00$405,277$0$54,989Yes (X)
RICHARD M ARGENTIERI
SVP- CHF SALES & MARKT OFCR31.0017.00$368,815$0$77,605Yes (X)
MIKE REILLY
SVP-CHF HEALTHCARE INNV & STRAT. OFCR34.0014.00$318,098$0$15,207Yes (X)
NORA K MCGUIRE
SVP-CHF SALES&MARKT OFCR (END 5/21).21.0010.00$414,358$0$54,410Yes (X)
MARGARET STEFFAN
SVP-FINANCE & CAO33.0022.00$425,605$0$114,289Yes (X)
ROBERTA D RIFKIN
SVP-GOVT AFFAIRS & STRAT PRTNRSHPS29.0015.00$381,988$0$102,427Yes (X)
ROBERT TRACY
SVP-GOVT PROGRAMS35.0010.00$315,683$0$47,842Yes (X)
ERIC J DECKER
SVP-INFORMATION TECHNOLOGY CIO35.0013.00$472,339$0$43,450Yes (X)
ANNE O'NEILL
VP-CHIEF RISK OFFICER33.0010.00$297,304$0$71,002Yes (X)
MICHAEL MERRILL
ASSOCIATE MED DIRECTOR- UM11.0019.00$375,537$0$34,817Yes (X)
TIMOTHY HALEY
MED DIR MED POLICY & UM11.0031.00$355,819$0$36,449Yes (X)
DEIRDRE WHEAT
MED DIR QUALITY DISEASE CASE MGT.19.0028.00$327,059$0$39,217Yes (X)
JOSHUA ZALEN
VP - IT SERVICE OPERATIONS36.0015.00$306,318$0$30,464Yes (X)
DAVID SCHUTE
VP-OPERATIONS34.009.00$307,899$0$32,958Yes (X)
MARK I JOHNSON
SENIOR FINANCE ADVISOR (END 12/20)7.005.00$247,282$0$18Yes (X)
JOHN HAUGHTON
SVP-CHF CLIN IMPRV (END 10/19)0.000.00$152,719$0$0Yes (X)
MICHAEL J FASO
SVP-CHF REV&ACCTG (END 7/19)0.000.00$142,732$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$15,232,880TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,473,354TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K305IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INDEPENDENT PRACTICE ASSOCIATION OF WNY
511 FARBER LAKES DRIVEBUFFALONY14221MEDICAL & PHARMACY BENEFIT SERVICES$892,057,444
HEALTHPLEX IPA
333 EARLE OVINGTON BLVD SUITE 300UNIONDALENY115533608DENTAL BENEFITS COMPANY$24,020,330
SYNTEL INC
525 E BIG BEAVER ROAD SUITE 300TROYMI48083INFORMATION TECHNOLOGY SERVICES$12,287,931
SIRIUS COMPUTER SOLUTIONS
PO BOX 202289DALLASTX753202289INFORMATION TECHNOLOGY SERVICES$9,904,245
NTT DATA INC
PO BOX 4201BOSTONMA02211INFORMATION TECHNOLOGY SERVICES$7,067,884
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K159CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPREMIUMS,REINSURANCE,&REBDesc
Business524114BusinessCd
Total Revenue Column$1,474,942,149TotalRevenueColumnAmt
Related Or Exempt Func Income$1,474,942,149RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,474,942,149TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,805,640TotalRevenueColumnAmt
Exclusion$11,805,640ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$167,219TotalRevenueColumnAmt
Exclusion$167,219ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$35,190RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$22,112RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$13,078RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,078TotalRevenueColumnAmt
Exclusion$13,078ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$145,082,632SecuritiesAmt
Other$9,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$142,830,530SecuritiesAmt
Other$5,598OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,252,102SecuritiesAmt
Other$3,402OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,255,504TotalRevenueColumnAmt
Exclusion$2,255,504ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,489,183,590TotalRevenueColumnAmt
Related Or Exempt Func Income$1,474,942,149RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$14,241,441ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,141,584TotalAmt
Program Services$5,141,584ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$1,351,671,707TotalAmt
Program Services$1,351,671,707ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,316,944TotalAmt
Management And General$15,316,944ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$43,705,029TotalAmt
Program Services$18,006,552ProgramServicesAmt
Management And General$25,698,477ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total-$6,559,463TotalAmt
Program Services$769,925ProgramServicesAmt
Management And General-$7,329,388ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,481,585TotalAmt
Program Services$3,634,324ProgramServicesAmt
Management And General$12,847,261ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,796,933TotalAmt
Program Services$1,418,507ProgramServicesAmt
Management And General$6,378,426ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$894,772TotalAmt
Management And General$894,772ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$389,240TotalAmt
Management And General$389,240ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$149,959TotalAmt
Management And General$149,959ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,246,577TotalAmt
Management And General$1,246,577ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,095,001TotalAmt
Program Services$95,634ProgramServicesAmt
Management And General$32,999,367ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,328,971TotalAmt
Program Services$17,496ProgramServicesAmt
Management And General$5,311,475ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,591,539TotalAmt
Program Services$314,955ProgramServicesAmt
Management And General$7,276,584ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,831,350TotalAmt
Program Services$541ProgramServicesAmt
Management And General$18,830,809ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,639,516TotalAmt
Management And General$1,639,516ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$37,663TotalAmt
Program Services$1,975ProgramServicesAmt
Management And General$35,688ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,558TotalAmt
Program Services$1,519ProgramServicesAmt
Management And General$13,039ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$33,067TotalAmt
Management And General$33,067ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,772,695TotalAmt
Management And General$7,772,695ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,193,049TotalAmt
Program Services$39,072ProgramServicesAmt
Management And General$1,153,977ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
GME SURCHARGE$19,937,942$19,937,942
FAMILY CHOICE$2,812,728$2,812,728
NYS ASSESSMENT/ACA$1,206,803$1,206,803
DUES$514,964$24,873$490,091

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$249,964TotalAmt
Program Services$169,425ProgramServicesAmt
Management And General-$419,389ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,535,994,749TotalAmt
Program Services$1,404,058,759ProgramServicesAmt
Management And General$131,935,990ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$18,251,101BOYAmt
EOY$19,238,782EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$149,597,878BOYAmt
EOY$273,082,067EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,255,120BOYAmt
EOY$27,232,103EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$177,528,939LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$131,968,349LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$37,449,907BOYAmt
EOY$45,560,590EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$385,436,060BOYAmt
EOY$397,672,000EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,735,417BOYAmt
EOY$1,653,750EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$196,818,047BOYAmt
EOY$196,602,447EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$805,543,530BOYAmt
EOY$961,041,739EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$78,812,088BOYAmt
EOY$109,712,913EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,020,303BOYAmt
EOY$1,745,725EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$3,093,175BOYAmt
EOY$3,973,457EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$55,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$113,412,004BOYAmt
EOY$236,873,765EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$202,337,570BOYAmt
EOY$407,305,860EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$444,072,847BOYAmt
EOY$395,426,830EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$159,133,113BOYAmt
EOY$158,309,049EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$603,205,960BOYAmt
EOY$553,735,879EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$805,543,530BOYAmt
EOY$961,041,739EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$46,811,159ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,658,922NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$542,713OtherCostOrOtherBasisAmt
Book Value$542,713BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,772,167OtherCostOrOtherBasisAmt
Depreciation$9,521,757DepreciationAmt
Book Value$14,250,410BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,468,467OtherCostOrOtherBasisAmt
Depreciation$12,140,822DepreciationAmt
Book Value$5,327,645BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,048,692OtherCostOrOtherBasisAmt
Depreciation$24,840,412DepreciationAmt
Book Value$12,208,280BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,696,900OtherCostOrOtherBasisAmt
Depreciation$85,465,358DepreciationAmt
Book Value$13,231,542BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,560,590TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
INVESTMENTS HELD IN ESCROW PER NYSDOH REGULATION 98-1.11CF$84,427,700
INVESTMENT IN AFFILIATES$112,174,747
FieldValueIRS element (for citing)
Total Book Value Other Assets$196,602,447TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
BENEFITS PAYABLE$41,177,680
CAPITATION PAYABLE$1,872,456
INTERCOMPANY PAYABLE$171,023,629
MEDICAL LOSS RATIO REBATES$22,800,000
FieldValueIRS element (for citing)
Total Liability$236,873,765TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,474,805,665TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,658,922NetUnrealizedGainsInvstAmt
Other Revenue-$1,134,313OtherRevenueAmt
Revenue Not Reported-$3,793,235RevenueNotReportedAmt
Revenue Subtotal$1,478,598,900RevenueSubtotalAmt
Other Revenues Not Included$10,584,690OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$10,584,690RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,489,183,590TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,535,087,538TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$10,584,691OtherExpensesIncludedAmt
Expenses Not Reported-$10,584,691ExpensesNotReportedAmt
Expenses Subtotal$1,545,672,229ExpensesSubtotalAmt
Other Expenses Not Included-$9,677,480OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$9,677,480ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,535,994,749TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2021 AND 2020. THE ASSOCIATION DID NOT RECORD INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2021 AND 2020. THE ASSOCIATION IS SUBJECT TO U.S. FEDERAL INCOME TAX AND INCOME TAX IN VARIOUS STATE JURISDICTIONS. AS OF DECEMBER 31, 2021, THE ASSOCIATION'S TAX YEARS FOR 2018, 2019, AND 2020 ARE SUBJECT TO EXAMINATION BY FEDERAL TAX AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME -1,597,486. OPERATING GRANT NETTED AGAINST INCOME -2,281,030. NON-SERVICE NET PERIODIC PENSION COSTS NETTED AGAINST INCOME 2,744,203.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REINSURANCE RECOVERIES 5,198,879. RX REBATE 5,407,923. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B -22,112.
PART XII, LINE 2D - OTHER ADJUSTMENTS:REINSURANCE RECOVERIES -5,198,880. RX REBATE -5,407,923. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B 22,112.
PART XII, LINE 4B - OTHER ADJUSTMENTS:BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME 1,597,486. OPERATING GRANT NETTED AGAINST INCOME 2,281,030. PENSION RELATED CHARGES AND NON SERVICE NET PERIODIC PENSION COST -13,555,996.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESREINSURANCE$290,656
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$30,347,926
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$30,638,582SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$30,638,582TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (38 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
BUFFALO NIAGARA ENTERPRISE
665 MAIN STREETBUFFALONY142031425161579523501(C)(3)$37,687$0SPONSORSHIP
BROTHERS OF MERCY FACILITIES FOUNDATION
4520 RANSOM ROADCLARENCENY14031166074666501(C)(3)$5,276$0SPONSORSHIP
CANISIUS COLLEGE
2001 MAIN STREETBUFFALONY14208160743209501(C)(3)$7,858$0SPONSORSHIP
CATHOLIC CHARITIES OF BUFFALO NEW YORK
741 DELAWARE AVENUEBUFFALONY14209160743251501(C)(3)$11,903$0SPONSORSHIP FOR HEALTHY LIVING
EIGHT DAYS OF HOPE INC
142 KINGS HIGHWAYPONTOTOCMS38863753212540501(C)(3)$8,134$0SPONSORSHIP
GREEN OPTIONS BUFFALO (GOBIKESLOW ROLL)
640 ELLICOTT ST SUITE 447BUFFALONY14203272501533501(C)(3)$75,374$0SPONSORSHIP FOR HEALTHY LIVING
LMHF STRIVE TO THRIVE PROGRAM INC
3786 BROADWAY STREETCHEEKTOWAGANY14227815207846501(C)(3)$131,904$0SPONSORSHIP FOR HEALTHY LIVING
HOSPICE FOUNDATION OF WNY INC
225 COMO PARK BLVDCHEEKTOWAGANY142271416223137812501(C)(3)$6,030$0SPONSORSHIP
ENDEAVOR WESTERN NEW YORK INC
211 RUSKIN ROADAMHERSTNY14226842898352501(C)(3)$15,075$0SPONSORSHIP
LEADERSHIP BUFFALO
237 MAIN STREET SUITE 1500BUFFALONY142032720161363536501(C)(3)$7,537$0SPONSORSHIP
NATIONAL FEDERATION OF JUST COMMUNITIES OF WNY
360 DELAWARE AVENUEBUFFALONY14202203185568501(C)(3)$7,537$0SPONSORSHIP
NIAGARA FRONTIER AUTOMOBILE DEALERS ASSOCIATION (NFADA)
1144 WEHRLE DRIVEWILLIAMSVILLENY14221161194880501(C)(3)$30,149$0SPONSORSHIP
P2 COLLABORATIVE
355 HARLEM ROAD BUILDING CWEST SENECANY14224421604185501(C)(3)$76,504$0SPONSORSHIP FOR HEALTHY LIVING
POLICE ATHLETIC LEAGUE
65 NIAGARA SQUARE 21ST FLOORBUFFALONY14202161468698501(C)(3)$18,843$0SPONSORSHIP FOR HEALTHY LIVING
SENECA DIABETES FOUNDATION
PO BOX 309IRVINGNY140810309203214056501(C)(3)$30,149$0SPONSORSHIP
THEATRE OF YOUTH (TOY)
203 ALLEN STREETBUFFALONY14201237286004501(C)(3)$30,149$0SPONSORSHIP FOR HEALTHY LIVING
UNITED WAY OF BUFFALO & ERIE COUNTY - ENDOWMENT CAMPAIGN
742 DELAWARE AVENUEBUFFALONY14209160743969501(C)(3)$94,217$0SPONSORSHIP
THE ARC OF ERIE COUNTY NEW YORK
30 WILSON ROADWILLIAMSVILLENY14221160769044501(C)(3)$10,929$0SPONSORSHIP FOR HEALTHY LIVING
AMHERST CHAMBER OF COMMERCE
400 ESSJAY ROAD SUITE 150AMHERSTNY14221160959485501(C)(6)$27,719$0SPONSORSHIP
GATEWAY LONGVIEW FOUNDATION
6350 MAIN STREETWILLIAMSVILLENY14221161559402501(C)(6)$6,030$0SPONSORSHIP
TASTE OF BUFFALO INC
276 GREENWOOD COURTEAST AURORANY14052161390601501(C)(6)$11,683$0SPONSORSHIP FOR HEALTHY LIVING
THE SUMMIT CENTER INC
150 STAHL ROADGETZVILLENY14068161095750501(C)(3)$5,653$0SPONSORSHIP FOR HEALTHY LIVING
BACK TO BASICS PEACEKEEPERS
1370 WILLIAM ST SUITE 100BUFFALONY14206161509888501(C)(3)$9,422$0SPONSORSHIP FOR HEALTHY LIVING
CHILD & FAMILY SERVICES
330 DELAWARE AVEBUFFALONY14202161004825501(C)(3)$7,161$0SPONSORSHIP
BUFFALO BILLS LLC
ONE BILLS DRIVEORCHARD PARKNY14127471762470$493,360$0SPONSORSHIP FOR HEALTHY LIVING
BUFFALO RIVERWORKS LLC
359 GANSON STBUFFALONY14203463720236$244,965$0SPONSORSHIP FOR HEALTHY LIVING
FRW BEAVER HOLLOW MANAGEMENT LLC
1083 PIT RDJAVA CENTERNY14082454403158$226,121$0SPONSORSHIP FOR HEALTHY LIVING
RICH PRODUCTS CORPORATION
1150 NIAGARA ST PO BOX 245BUFFALONY14240311387980$75,374$0SPONSORSHIP
SHARED MOBILITY
640 ELLICOTT ST 441BUFFALONY14203465072814501(C)(3)$345,965$0SPONSORSHIP FOR HEALTHY LIVING
PEOPLE INC
1219 NORTH FOREST ROADBUFFALONY14221161450321501(C)(3)$56,530$0SPONSORSHIP
INDEPENDENT HEALTH FOUNDATION
777 INTERNATIONAL DRIVEBUFFALONY14221161417199501(C)(3)$2,285,552$0OPERATING GRANT/SPONSORSHIP
AMERICAN LUNG ASSOCIATION
45 ASH STREETEAST HARTFORDCT06108060646594501(C)(3)$11,306$0SPONSORSHIP FOR HEALTHY LIVING
BUFFALO NIAGARA PARTNERSHIP FOUNDATION INC
257 WEST GENESEE STREET SUITE 600BUFFALONY14202160761958501(C)(3)$12,060$0SPONSORSHIP
BUSINESS FIRST
AMERICAN CITY BUSINESS JOURNALS INCCHARLOTTENC28202431366184$12,659$0SPONSORSHIP FOR HEALTHY LIVING120 EST MOREHEAD ST
ERIE COUNTY AGRICULTURAL SOCIETY
2300 MCKINLEY PARKWAYHAMBURGNY14075160790021501(C)(3)$14,698$0SPONSORSHIP
JERICHO ROAD COMMUNITY HEALTH CENTER
184 BARTON STBUFFALONY14213451571876501(C)(3)$71,100$0SPONSORSHIP FOR HEALTHY LIVING
NIAGARA FALLS MEMORIAL MEDICAL CENTER FOUNDATION
621 10TH STREETNIAGARA FALLSNY14302222877349501(C)(3)$11,306$0SPONSORSHIP
WHEEL B HERD INC
604 HERTEL AVENUEBUFFALONY14207834114381501(C)(3)$38,441$0SPONSORSHIP FOR HEALTHY LIVING
FieldValueIRS element (for citing)
Total501c3 Org30Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationDONATIONS/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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (29 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL W CROPP
PRESIDENT & CEO$1,095,718$0$963,500$0$48,833$0$478,449$0$10,595$0$2,597,095$0$201,325$0
JOHN REID RODGERS
EVP - COO$580,906$0$907,217$0$30,737$0$282,885$0$31,909$0$1,833,654$0$574,704$0
ANN M PENTKOWSKI
TREASURER & EVP CFO (END 6/21)$260,861$0$849,976$0$115,710$0$63,619$0$5,404$0$1,295,570$0$551,216$0
PATRICIA C CLABEAUX
EVP-CHIEF HR OFFICER$375,477$0$533,517$0$6,081$0$108,117$0$47,014$0$1,070,206$0$334,521$0
JOHN MINEO
SECRETARY- EVP GEN.COUNSEL$374,478$0$253,446$0$13,988$0$150,572$0$35,337$0$827,821$0$54,450$0
ANTHONY BILLITTIER
EVP-CHF MEDICAL OFCR$422,508$0$224,070$0$7,784$0$112,593$0$60,331$0$827,286$0$0$0
MARGARET STEFFAN
SVP-FINANCE & CAO$269,601$0$150,946$0$5,058$0$88,681$0$25,608$0$539,894$0$0$0
ERIC J DECKER
SVP-INFORMATION TECHNOLOGY CIO$339,547$0$131,082$0$1,710$0$18,735$0$24,715$0$515,789$0$0$0
ROBERTA D RIFKIN
SVP-GOVT AFFAIRS & STRAT PRTNRSHPS$272,234$0$105,905$0$3,849$0$76,814$0$25,613$0$484,415$0$0$0
NORA K MCGUIRE
SVP-CHF SALES&MARKT OFCR (END 5/21).$258,853$0$152,442$0$3,063$0$49,272$0$5,138$0$468,768$0$26,240$0
CHERYL FRIEDMAN
SVP - HEALTH CARE SERVICES$272,458$0$129,906$0$2,913$0$33,370$0$21,619$0$460,266$0$26,000$0
AMIN M SEREHALI
SVP - CHF DATA & ANALYTICS OFCR$303,578$0$109,072$0$2,247$0$14,046$0$21,955$0$450,898$0$0$0
RICHARD M ARGENTIERI
SVP- CHF SALES & MARKT OFCR$266,822$0$100,104$0$1,889$0$54,203$0$23,402$0$446,420$0$0$0
ANTHONY MONTAGNA
SVP - CHF NETWORK OFCR$237,291$0$90,094$0$551$0$65,693$0$19,640$0$413,269$0$0$0
MICHAEL MERRILL
ASSOCIATE MED DIRECTOR- UM$302,389$0$53,029$0$20,119$0$14,788$0$20,029$0$410,354$0$0$0
TIMOTHY HALEY
MED DIR MED POLICY & UM$309,048$0$44,549$0$2,222$0$11,692$0$24,757$0$392,268$0$0$0
S PAUL KAHLON
SVP - CHF ACTUARY & STRATEGY$279,373$0$64,263$0$1,350$0$11,729$0$23,662$0$380,377$0$0$0
ANNE O'NEILL
VP-CHIEF RISK OFFICER$237,890$0$56,988$0$2,426$0$47,397$0$23,605$0$368,306$0$0$0
DEIRDRE WHEAT
MED DIR QUALITY DISEASE CASE MGT.$284,753$0$41,089$0$1,217$0$13,071$0$26,146$0$366,276$0$0$0
ROBERT TRACY
SVP-GOVT PROGRAMS$226,077$0$87,300$0$2,306$0$23,502$0$24,340$0$363,525$0$0$0
DAVID SCHUTE
VP-OPERATIONS$246,346$0$58,885$0$2,668$0$12,292$0$20,666$0$340,857$0$0$0
JOSHUA ZALEN
VP - IT SERVICE OPERATIONS$246,321$0$58,451$0$1,546$0$11,600$0$18,864$0$336,782$0$0$0
MIKE REILLY
SVP-CHF HEALTHCARE INNV & STRAT. OFC$275,007$0$42,035$0$1,056$0$12,537$0$2,670$0$333,305$0$0$0
JAMES DUNLOP
TREASURER & EVP CFO (7/21)$261,610$0$0$0$4,283$0$0$0$50,358$0$316,251$0$0$0
MARK I JOHNSON
SENIOR FINANCE ADVISOR (END 12/20)$225,845$0$21,437$0$0$0$0$0$18$0$247,300$0$0$0
GEORGE WANDS
CHIEF AUDIT OFFICER$147,597$0$21,732$0$723$0$10,967$0$23,760$0$204,779$0$0$0
NICOLE BRITTON
CHF COMPLIANCE OFCR$115,279$0$18,071$0$194$0$4,271$0$32,110$0$169,925$0$0$0
JOHN HAUGHTON
SVP-CHF CLIN IMPRV (END 10/19)$0$0$0$0$152,719$0$0$0$0$0$152,719$0$0$0
MICHAEL J FASO
SVP-CHF REV&ACCTG (END 7/19)$0$0$126,079$0$16,653$0$0$0$0$0$142,732$0$126,079$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINES 4A-BFormAndLineReferenceDesc
ExplanationPART 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 2021: MICHAEL FASO - $16,653 JOHN HAUGHTON - $152,719 PART I, LINES 4B 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 - $201,325 JOHN REID RODGERS - $574,704 ANN PENTKOWSKI - $551,216 PATRICIA CLABEAUX - $334,521 JOHN MINEO - $54,450 CHERYL FRIEDMAN - $26,000 NORA MCGUIRE - $26,240 MICHAEL FASO - $126,079ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
D'AVOLIO OLIVE OIL & VINEGAR
SEE PART V$153,457SEE PART V0
WNY COORDINATED MEDICAL CARE PC
SEE PART V$200,000SEE PART V0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIES:FormAndLineReferenceDesc
Explanation(A) NAME OF INTERESTED PERSON: D'AVOLIO OLIVE OIL & VINEGAR(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: GREATER THAN 35% CONTROLLED ENTITY BY DAN GAGLIARDO, CURRENT BOARD MEMBER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR ARRANGEMENT, FOR COMMUNITY HEALTH PROGRAMS(A) NAME OF INTERESTED PERSON: WNY COORDINATED MEDICAL CARE PC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: GREATER THAN 35% CONTROLLED ENTITY BY ANTHONY BILLITIER, CURRENT OFFICER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACT ARRANGEMENT, DELIVERY OF HEALTHCAREExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FROM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTSIHA 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 $19.9 MILLION DURING 2021. 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 ASSOCIATES 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 2021, 240 IHA ASSOCIATES SERVED AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 30 COMMUNITY EVENTS, WHICH REPRESENTED MORE THAN 700 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 20 MEMBERS OF OUR MANAGEMENT TEAM ARE VOLUNTEERS OR ACTIVE PARTICIPANTS AS DIRECTORS ON COMMUNITY BOARDS. THE IHA 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 $6,877 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 2021 CAMPAIGN RAISED MORE THAN $77,000. THE COMMUNITY ALSO BENEFITS FROM IHA'S SPONSORSHIPS THAT PROMOTE HEALTH AND WELLNESS. THE CURRENT COVID-19 PANDEMIC HAS IMPACTED THE WAY CERTAIN COMMUNITY PROGRAMS ARE PROVIDED. DURING THESE UNPRECEDENTED TIMES, WE ARE WORKING ALONG WITH OUR PARTNERS TO PROVIDE RESOURCES THAT CAN HELP THE WESTERN NEW YORK COMMUNITY TO STAY ACTIVE AND CONNECTED, EVEN IF IT IS VIRTUALLY. 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 15, 2021. TO EXPAND ACCESS TO LAST YEAR'S EVENT, INDEPENDENT HEALTH AND GOBIKE DISTRIBUTED 1,000 TICKETS TO SKYRIDE THROUGH COMMUNITY AND EDUCATIONAL PARTNERS ACROSS BUFFALO'S EAST- AND WEST-SIDE NEIGHBORHOODS. INDEPENDENT HEALTH AND GOBIKE BUFFALO PLAN TO CONDUCT THE SAME INITIATIVE PRIOR TO THIS YEAR'S SKYRIDE ON AUGUST 14, 2022. 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. BY THE END OF THE 2021 SEASON, REDDY REPORTED MORE THAN 19,400 TOTAL RIDERS FROM APRIL THROUGH NOVEMBER, ALONG WITH 3.85 MILLION CALORIES BURNED, OVER 39,000 TRIPS TAKEN, AND MORE THAN 96,000 TOTAL MILES TRAVELED. TO DATE, REDDY REPORTS HAVING CLOSE TO 57,000 ALL-TIME RIDERS WHO BURNED MORE THAN 15 MILLION CALORIES, TOOK OVER 176,000 TRIPS, AND TRAVELED MORE THAN 380,000 MILES ALL BY BIKE. 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 OUR 11TH 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 2022 PROGRAM, WHICH KICKED OFF JUNE 1, OFFERS MORE THAN 560 CLASSES THROUGHOUT THE SUMMER AT 25 LOCATIONS ACROSS WNY OUR 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. MOST CLASSES WILL RUN THROUGH END OF AUGUST; HOWEVER, FOUR SELECT LOCATIONS WILL CONTINUE THROUGH SEPTEMBER: DELAWARE PARK, LARKIN SQUARE, BUFFALO RIVERWORKS AND WILKESON POINTE AT OUTER HARBOR. IN AN EFFORT TO FURTHER PROMOTE HEALTHIER LIFESTYLES IN OUR COMMUNITY, IHA JOINED FORCES WITH SNYDER CORPORATION AND FITNESS RIDGE WORLDWIDE IN 2012 TO BRING THE BIGGEST LOSER RESORT NIAGARA TO WESTERN NEW YORK. FOCUSING ON EXERCISE, NUTRITION AND EDUCATION, THE RESORT OFFERS CUSTOM PROGRAMING THAT PROVIDES PARTICIPANTS WITH THE TOOLS THEY NEED TO ADOPT HEALTHY LIFESTYLE CHANGES TO REDUCE THEIR RISK OF CHRONIC DISEASE, SUCH AS DIABETES AND HEART DISEASE.
FROM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTSUNDERSTANDING THAT 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 COMMUNITY HEALTH DAY EVENT EVERY JANUARY, 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 THIS YEAR, COMMUNITY HEALTH DAY HAS BEEN POSTPONED TO JUNE 20, 2022. THE SUMMERTIME EVENT WILL FEATURE A VARIETY OF INDOOR AND OUTDOOR ACTIVITIES FOR THE COMMUNITY TO TAKE PART IN, MANY OF WHICH WILL BE PROVIDED BY INDEPENDENT HEALTH'S COMMUNITY PARTNERS. THIS INCLUDES 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 ALSO INVITES MANY OF ITS OWN INTERNAL DEPARTMENTS TO PARTICIPATE, INCLUDING THE STATE PRODUCT TEAM FROM SALES AND THE WELLNESS TEAM. INDEPENDENT HEALTH WILL DISTRIBUTE FREE BRANDED GIVEAWAYS TO ALL GUESTS, WHILE SUPPLIES LAST. NEW THIS YEAR, INDEPENDENT HEALTH IS THE PRESENTING SPONSOR 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. 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. THE 2022 SEASON KICKED OFF JUNE 7 WITH INDEPENDENT HEALTH TABLING TO PROVIDE INFORMATION ON SUMMER PROGRAMMING, ALONG WITH REDSHIRT VOLUNTEERS WHO HELPED DISTRIBUTE 2,000 BRANDED THERMAL TOTES TO GUESTS. FOOD TRUCK TUESDAYS IS SCHEDULED TO OCCUR EVERY TUESDAY THROUGH AUGUST, DURING WHICH INDEPENDENT HEALTH WILL RETURN WITH MORE GIVEAWAYS ON JULY 12, AUGUST 3 AND AUGUST 30. ADMISSION AND PARKING FOR THE EVENT ARE ALWAYS FREE THANKS IN PART TO INDEPENDENT HEALTH'S SPONSORSHIP.
FROM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTSSINCE 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 SPRING 2021 HEALTH & WELLNESS CHALLENGE WAS THE LAST TO BE HELD ON THE SPARKPEOPLE PLATFORM. INDEPENDENT HEALTH HAS SINCE WORKED WITH THE BILLS/PSE TO RECREATE THE CHALLENGE WITH WELLABLE, AN AWARD-WINNING PLATFORM, WHICH PROVIDED OPPORTUNITIES TO ENHANCE THE EXPERIENCE FOR PARTICIPANTS INCLUDING THE USE OF A MOBILE APP. THE SPRING 2022 HEALTH & WELLNESS CHALLENGE KICKED OFF APRIL 25 AND CONCLUDED ON JUNE 5 WITH MORE THAN 5,700 PEOPLE REGISTERED THE LARGEST NUMBER OF REGISTRANTS FOR A SINGLE CHALLENGE TO-DATE. REPORTING FOR THE SPRING CHALLENGE IS NOT YET AVAILABLE. 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. 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. 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. NEW IN 2022, RIVERWORKS BEGAN OFFERING OPEN ROLLER SKATING SPONSORED BY INDEPENDENT HEALTH ON SELECT DATES STARTING IN THE SPRING AND WILL CONTINUE INTO FALL. 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. 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. ON JUNE 5, INDEPENDENT HEALTH SPONSORED THE OUTER HARBOR'S "START UP THE SUMMER" EVENT AT WILKESON POINTE, WHICH OFFERED THE INDEPENDENT HEALTH MEMBER DISCOUNT ON BIKE AND KAYAK RENTALS TO EVERYONE IN THE COMMUNITY, AS WELL AS A VARIETY OF OTHER PROGRAMMING THROUGHOUT THE DAY. 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 2021, PAL REPORTED 1,016 UNDUPLICATED YOUTH WHO ATTENDED A PLAYSTREETS EVENT. THE MAJORITY OF PARTICIPANTS WERE BETWEEN THE AGES OF 5 AND 9, WITH 67 PERCENT OF ATTENDEES REPORTED BEING BLACK OR AFRICAN AMERICAN, AND 74 PERCENT REPORTED BEING IN LOW OR EXTREMELY LOW-INCOME LEVELS. INDEPENDENT HEALTH IS CONTINUING THIS SPONSORSHIP FOR 2022. IN 2021, THE MARKETING TEAM DEVELOPED AND EXECUTED A NEW CAMPAIGN TO HELP SUPPORT ITS ENGAGEMENT STRATEGY TO POSITION INDEPENDENT HEALTH AS WNY'S LOCAL HEALTH THAT PROVIDES OPPORTUNITIES FOR EVERYONE TO GET AND STAY HEALTHY. THE THEME "BRINGING HEALTHY TO YOU" SHOWCASES THE NUMEROUS PARTNERSHIPS, EVENTS AND PROGRAMS THAT INDEPENDENT HEALTH AND THE INDEPENDENT HEALTH FOUNDATION 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 BEGAN TO INTEGRATE THIS CAMPAIGN THEMATIC INTO SEVERAL "ENTER TO WIN" CONTESTS AT EVENTS THROUGHOUT 2021 AND IS CONTINUING AN ENHANCED APPROACH FOR 2022. IN PARTICULAR, INDEPENDENT HEALTH IS CURRENTLY OFFERING AN ENTER TO WIN CONTEST THROUGH ITS FACEBOOK PAGE THAT HIGHLIGHTS FIVE KEY PARTNERS AND PROGRAMS - REDDY BIKESHARE, BUFFALO MUSEUM OF SCIENCE, FITNESS IN THE PARKS, OUTER HARBOR, AND BUFFALO RIVERWORKS EACH MONTH FROM MAY THROUGH SEPTEMBER. THE CONTEST WILL AWARD 10 PARTICIPANTS CHOSEN AT RANDOM ALONG WITH THREE GRAND PRIZE WINNERS ALL TO RECEIVE AN AMAZON GIFT CARD ALONG WITH A "BRINGING HEALTHY TO YOU PRIZE PACK" THAT PROVIDES VOUCHERS FOR FREE MEMBERSHIPS, RENTALS AND MORE WITH OUR COMMUNITY PARTNERS. 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. AS OF JUNE 2022, APPROXIMATELY 89 PERCENT OF WESTERN NEW YORK PROVIDER PRACTICES PARTICIPATE WITH HEALTHELINK, MORE THAN 500 DATA SOURCES ARE CONNECTED, APPROXIMATELY 300 MILLION RESULTS (LAB, RADIOLOGY AND TRANSCRIBED REPORTS) ARE AVAILABLE AND MORE THAN 1.3 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 APPROXIMATELY 170,823 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 NOVEMBER 2021. 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 FOR 19 CONSECUTIVE YEARS. "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.
FROM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTSLONG 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 REPORT 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 2MICHAEL W. CROPP, JOHN MIDEO, ESQ, ANTHONY BAYNES, COLLEEN DIPIRRIO, DANIEL WEINTRAUB, AND JAMES DUNLOP HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). MICHAEL W. CROPP, JAMES DUNLOP, JOHN RODGERS, 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 BUDINESS WITH THEIR PRIVATE ENTERPRISE.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR 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 12CINDEPENDENT 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 (FOR 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 15THE 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 19UPON 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, ETCJOHN HAUGHTON - 536 LAFAYETTE, BUFFALO, NY 14222. MICHAEL J. FASO - 9187 BEECH MEADOW CT, CLARENCE CENTER, NY 14032. ANN M. PENTKOWSKI - 8069 HIGHLAND FARMS DR., E. AMHERST, NY 14051.
FORM 990, PART IX, LINE 24EFEDERAL NFP EXCISE TAX: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 415,373. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 415,373. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 169,425. MANAGEMENT AND GENERAL EXPENSES 164,689. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,114. CLAIMS ADJUSTMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -300,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -300,000. BAD DEBT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -699,451. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -699,451.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENT HEALTH FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 INTERNATIONAL DRIVEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
EIN161417199EIN
Primary ActivitiesTO PROMOTE GOOD HEALTH IN WESTERN NEW YORK & SUPPORT THE ACTIVITIES OF IHAPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENT HEALTH ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
511 FARBER LAKES DRIVEBUFFALONY14221161237733THIRD PARTY CLAIMS ADMINISTRATIONNYINDEPENDENT HEALTH ASSOCIATION INCC-$3,788,058$298,184,3611.00000Yes (1)
INDEPENDENT HEALTH BENEFITS CORPORATION
511 FARBER LAKES DRIVEBUFFALONY14221161483784POS AND INDEMNITY PRODUCT ADMINISTRATIONNYINDEPENDENT HEALTH ASSOCIATION INCC-$31,954,535$331,163,8311.00000Yes (1)
MASON INSURANCE COMPANY LTD
REINSURANCEINDEPENDENT HEALTH ASSOCIATION INCC$8,641,858$39,550,3861.00000Yes (1)FB FERRY BUILDING 40 CHURCH STREHAMILTONHM-HXBDBD
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (21 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
INDEPENDENT HEALTH FOUNDATION
B$2,287,030FMV
INDEPENDENT HEALTH FOUNDATION
L$149,789FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
B$1,000,000FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
L$632,316,470FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
L$931,698,117FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
M$35,568,179FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
M$1,402,903,205FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
N$21,499,539FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
N$7,224,684FMV
INDEPENDENT HEALTH FOUNDATION
O$274,853FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
O$34,653,560FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
O$14,797,918FMV
INDEPENDENT HEALTH FOUNDATION
P$189,395FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
P$565,963,860FMV
INDEPENDENT HEALTH FOUNDATION
Q$154,271FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
Q$570,881,594FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
Q$3,923,594FMV
MASON INSURANCE COMPANY LTD
R$290,657FMV
INDEPENDENT HEALTH FOUNDATION
R$1,521,030FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
S$23,500,000FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
S$248,845,000FMV