2025-08-13T13:52:51+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2023-10-01 562669185 Nuvance Health Medical Practice PC NUVA 8454759500 45 READE PLACE POUGHKEEPSIE NY 12601 CHRISTOPHER M LEHRACH MD PRESIDENT NHMP 2025-08-13 true George Pagano P01978122 6172662000 2025-08-08 2023 2025-03-06 01:10:19Z CHRISTOPHER M LEHRACH MD 45 READE PLACE POUGHKEEPSIE NY 12601 247317458 false X WWW.NUVANCEHEALTH.ORG X 2007 NY TO IMPROVE THE HEALTH OF EVERY PERSON IN OUR COMMUNITY THROUGH THE EFFICIENT DELIVERY OF EXCELLENT, INNOVATIVE AND COMPASSIONATE CARE. 13 0 1146 0 320832 246511 91500 174130 222652366 245854543 220511 87066 2748711 1156467 225713088 247272206 0 0 175285329 201503913 0 0 58393185 56081221 233678514 257585134 -7965426 -10312928 90840488 83036985 83894080 95793750 6946408 -12756765 IMPROVE THE HEALTH OF EVERY PERSON IN OUR COMMUNITY THROUGH THE EFFICIENT DELIVERY OF EXCELLENT, INNOVATIVE AND COMPASSIONATE CARE. false false 245057724 0 246154088 NUVANCE HEALTH MEDICAL PRACTICE (NHMP) PROVIDES VARIOUS PRIMARY CARE AND SUB-SPECIALTY SERVICES INCLUDING FAMILY MEDICINE, INTERNAL MEDICINE, NEWBORN CARE, PEDIATRICS, CARDIOLOGY, CRITICAL CARE, SURGICAL SERVICES, PULMONOLOGY, GASTROENTEROLOGY, RHEUMATOLOGY, PHYSICAL MEDICINE, ENDOCRINOLOGY, INFECTIOUS DISEASES, NEPHROLOGY, BREAST SURGERY, ONCOLOGY, BARIATRIC SURGERY, NEUROLOGY, SLEEP MEDICINE, OBSTETRICS AND GYNECOLOGY, BEHAVIORAL HEALTH, AND PALLIATIVE MEDICINE. NHMP ALSO PROVIDES VARIOUS HOSPITAL BASED SERVICES SUCH AS ANESTHESIOLOGY HOSPITAL MEDICINE AND EMERGENCY MEDICINE. NHMP SERVICES POUGHKEEPSIE, RHINEBECK, CARMEL, SHARON, CT, AS WELL AS THE SURROUNDING TOWNS. THERE ARE APPROXIMATELY 45 LOCATIONS SERVING AREAS IN THE MID-HUDSON VALLEY AND THE NORTHWEST CONNECTICUT COMMUNITY. 133,860 PATIENTS DURING FISCAL YEAR 2024 467,681 VISITS DURING FISCAL YEAR 2024 $1,280,976 - CHARITY CARE DURING FISCAL YEAR 2024 NHMP SERVES INDIVIDUALS OF ALL INCOME LEVELS AND FOLLOWS THE FINANCIAL ASSISTANCE POLICY ESTABLISHED BY ITS PARENT ORGANIZATION, NUVANCE HEALTH, AND FOLLOWED BY VASSAR BROTHERS MEDICAL CENTER, NORTHERN DUTCHESS HOSPITAL, PUTNAM HOSPITAL AND SHARON HOSPITAL. 245057724 true true false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false true false false false false false true true true true false false true 58 0 true 1146 true true true false false false false false false false false false false false X 13 0 false true false false true true false true true false false true true true true true true false true false NY X KAREN DARCY 2037394593 100 RESERVE ROAD DANBURY CT 06810 CHRISTOPHER M LEHRACH MD PRESIDENT/CHIEF PHYSICIAN EXECUTIVE 12.0 38.0 X X 0 1374670 64150 PATRICK BRODERICK MD CHAIR 3.0 43.0 X X 0 85875 4040 SHANTALA SONNAD MD VICE CHAIR 43.0 3.0 X X 260857 0 56308 AARTI CAMPO MD DIRECTOR 2.0 42.0 X 0 990864 63829 AMBER MITCHELL MD DIRECTOR/PHYSICIAN-CLINICAL 42.0 2.0 X 801857 0 14205 CHARLES HERRICK MD DIRECTOR 2.0 42.0 X 0 766238 66779 CRAIG SERIN MD DIRECTOR/ STAFF PHYSICIAN 2.0 42.0 X 0 422042 21687 DANIEL CRUSER MD DIRECTOR/ MED. DEPT. CHIEF 42.0 2.0 X 701631 0 22194 JAMES NITZKORSKI MD DIRECTOR/PHYSICIAN-CLINICAL 42.0 2.0 X 645025 0 60234 LORRAINE ALLEGRO-SKINNER MD DIRECTOR/PHYSICIAN-CLINICAL 42.0 2.0 X 220551 0 60677 PAUL FIEDLER MD DIRECTOR/STAFF PHYSICIAN 2.0 42.0 X 0 445153 65133 STEVEN GORELICK MD DIRECTOR/SYS CHAIR D.H.I. 2.0 42.0 X 0 838231 47029 THOMAS KOOBATIAN MD DIRECTOR/ EXEC DIR-COS-NMH 2.0 42.0 X 0 557037 61535 BRIAN WYATT SECRETARY & CHIEF LEGAL OFFICER 2.0 48.0 X 0 634212 124638 DANIEL DEBARBA CHIEF FINANCIAL OFFICER; TREASURER 2.0 48.0 X 0 1474165 175627 ABEEL A MANGI PHYSICIAN-CLINICAL 40.0 0 X 1668973 0 21708 BRIAN BINETTI MD PHYSICIAN-CLINICAL 40.0 0 X 1162550 0 63821 MICHAEL H CHO MD PHYSICIAN-CLINICAL 40.0 0 X 1345301 0 34111 PAUL WRIGHT MD PHYSICIAN-CLINICAL 40.0 0 X 1257185 0 56211 SUSAN K BOOLBOL MD PHYSICIAN-CLINICAL 40.0 0 X 1098629 0 50691 CORNELIUS FERREIRA MD FORMER DIRECTOR 0.0 0.0 X 0 124715 11741 DANIEL J O'DEA MD FORMER PRESIDENT NHMP 0.0 40.0 X 0 512281 54644 DENISE GEORGE FORMER CORPORATE SECRETARY 0.0 46.0 X 0 752535 39779 9162559 8978018 1240771 360 true true false LOCUMTENENS COM LLC PO BOX 405547 ATLANTA GA 30384 MEDICAL STAFFING 4759123 OPTUM MEDICAL CARE PC 90 SOUTH BEDFORD RD MOUNT KISCO NY 10549 MEDICAL STAFFING 1733939 WOMENS CANCER CARE ASSOC LLC 319 SOUTH MANNING BLVD SUITE 301 ALBANY NY 12208 MEDICAL STAFFING 866727 HUDSON VALLEY RADIOLOGISTS PC 2678 SOUTH RD SUITE 202 POUGHKEEPSIE NY 12601 X-RAY READING 843227 MERATIVE US LP 100 PHOENIX DRIVE ANN ARBOR MI 48108 MEDICAL TECHNOLOGY SERVICES 266688 7 174130 174130 MED. CARE AND SERVICES 621110 115745937 115745937 Affiliate Subsidy Revenue 621110 113556136 113556136 Hospital Service Revenue 561000 14649907 14649907 Quality Incentive Program 900099 1902563 1902563 0 0 0 0 245854543 96265 96265 536090 536090 0 536090 536090 36053 45252 0 -9199 -9199 -9199 SCHOOL PHYSICIAN FEES 621110 320832 320832 POOLED EMPLOYEE LEASE 900099 131555 131555 PAYOR INCENTIVES 900099 107805 107805 60185 60185 0 0 620377 247272206 246154088 320832 623156 X 2925424 2792173 133251 168827416 161137454 7689962 6166421 5885545 280876 15214725 14521706 693019 8369927 7988683 381244 17755 17755 256651 256651 389323 389323 150938 150938 28062983 26784736 1278247 0 460750 439763 20987 1261319 1203867 57452 4936920 4712047 224873 3422092 3266218 155874 259073 247272 11801 142143 135668 6475 7208 7208 4875193 4653132 222061 3527389 3142263 385126 MEDICAL SUPPLIES 4546441 4546441 EQUIPMENT RENTAL AND MAINT. 3062996 2923479 139517 LICENSES & DUES 702047 670069 31978 0 0 0 0 257585134 245057724 12527410 0 12822691 2537930 0 0 9364779 11506932 0 0 0 0 0 0 3374622 575154 62526841 31256291 30489709 31270550 0 0 0 1740419 1524549 33048268 35621870 90840488 83036985 27346242 28513591 0 0 0 0 0 0 0 0 56547838 67280159 83894080 95793750 X 6945768 -12757405 640 640 0 0 6946408 -12756765 90840488 83036985 X -10312928 -9390245 X false true X true false X 0 10981 35198 91500 174130 311809 189853273 199599563 210921627 222652366 245854543 1068881372 0 0 0 189853273 199610544 210956825 222743866 246028673 1069193181 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1069193181 525829 408163 546253 721088 632355 2833688 0 525829 408163 546253 721088 632355 2833688 320832 320832 16636 4720200 3988535 2317239 299545 11342155 190395738 204738907 215491613 225782193 247281405 1083689856 0.9866 0.9848 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - BSSNY STAFF LEASING, COLUMN A - 7654.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 7654.0; DESCRIPTION - MED. RCDS, DEPOST., RX REBATES, COLUMN A - 4957.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 4957.0; DESCRIPTION - OTHER, COLUMN A - 4025.0, COLUMN B - 207604.0, COLUMN C - 386080.0, COLUMN D - 67841.0, COLUMN E - 60185.0, COLUMN F - 725735.0; DESCRIPTION - CPC+ REVENUE, COLUMN A - , COLUMN B - 2652927.0, COLUMN C - 705210.0, COLUMN D - , COLUMN E - , COLUMN F - 3358137.0; DESCRIPTION - QUALITY INCENTIVE PROGRAM, COLUMN A - , COLUMN B - 1215748.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 1215748.0; DESCRIPTION - OCCUPATIONAL MEDICINE REVENUE, COLUMN A - , COLUMN B - 643921.0, COLUMN C - 653103.0, COLUMN D - , COLUMN E - , COLUMN F - 1297024.0; DESCRIPTION - EMPLOYEE RETENTION CREDIT, COLUMN A - , COLUMN B - , COLUMN C - 2244142.0, COLUMN D - 1677451.0, COLUMN E - , COLUMN F - 3921593.0; DESCRIPTION - SCHOOL PHYSICIAN FEES, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 299175.0, COLUMN E - , COLUMN F - 299175.0; DESCRIPTION - OCCUPATIONAL DRUG TESTING, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 272772.0, COLUMN E - , COLUMN F - 272772.0; DESCRIPTION - POOLED EMPLOYEE LEASE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 131555.0, COLUMN F - 131555.0; DESCRIPTION - PAYOR INCENTIVES, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 107805.0, COLUMN F - 107805.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33626734 9889846 23736888 2171682 295941 1875741 25298527 21070504 4228023 1429898 1429898 31270550 MEDICAL MALPRACTICE INSURANCE 18039950 ROU ASSET - OPERATING 7192530 RETIREMENT INVESTMENTS 6304284 OTHER RECEIVABLES 1820037 ROU ASSET - FINANCE 1220900 DUE FROM RELATED PARTIES 1044169 35621870 DUE TO RELATED PARTIES 35383128 MEDICAL MALPRACTICE INSURANCE 18039950 OPERATING LEASE LIABILITY 6339143 RETIREMENT INVESTMENTS 6304284 FINANCE LEASE LIABILITY 1213654 PAYABLES TO THIRD PARTY 67280159 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote AS OF SEPTEMBER 30, 2024, THERE ARE NO UNRECOGNIZED TAX BENEFITS RESULTING FROM UNCERTAIN TAX POSITIONS. X true false true false false false false false true false CHRISTOPHER M LEHRACH MD PRESIDENT/CHIEF PHYSICIAN EXECUTIVE 0 685447 0 443364 0 245859 0 19800 0 44350 0 1438820 0 98160 SHANTALA SONNAD MD VICE CHAIR 244556 0 13500 0 2801 0 16228 0 40080 0 317165 0 0 0 CORNELIUS FERREIRA MD FORMER DIRECTOR 0 112811 0 0 0 11904 0 7538 0 4203 0 136456 0 0 LORRAINE ALLEGRO-SKINNER MD DIRECTOR/PHYSICIAN-CLINICAL 209675 0 7950 0 2926 0 14337 0 46340 0 281228 0 0 0 AARTI CAMPO MD DIRECTOR 0 944624 0 45000 0 1240 0 19800 0 44029 0 1054693 0 0 DANIEL CRUSER MD DIRECTOR/ MED. DEPT. CHIEF 518049 0 152000 0 31582 0 19800 0 2394 0 723825 0 0 0 PAUL FIEDLER MD DIRECTOR/STAFF PHYSICIAN 0 371508 0 45376 0 28269 0 19800 0 45333 0 510286 0 0 STEVEN GORELICK MD DIRECTOR/SYS CHAIR D.H.I. 0 612262 0 188000 0 37969 0 19800 0 27229 0 885260 0 0 CHARLES HERRICK MD DIRECTOR 0 495314 0 210500 0 60424 0 19800 0 46979 0 833017 0 0 THOMAS KOOBATIAN MD DIRECTOR/ EXEC DIR-COS-NMH 0 414909 0 117000 0 25128 0 19800 0 41735 0 618572 0 0 AMBER MITCHELL MD DIRECTOR/PHYSICIAN-CLINICAL 482945 0 315222 0 3690 0 0 0 14205 0 816062 0 0 0 JAMES NITZKORSKI MD DIRECTOR/PHYSICIAN-CLINICAL 634426 0 4615 0 5984 0 19800 0 40434 0 705259 0 0 0 CRAIG SERIN MD DIRECTOR/ STAFF PHYSICIAN 0 382393 0 34044 0 5605 0 19800 0 1887 0 443729 0 0 DENISE GEORGE FORMER CORPORATE SECRETARY 0 482153 0 160000 0 110382 0 19800 0 19979 0 792314 0 0 DANIEL DEBARBA CHIEF FINANCIAL OFFICER; TREASURER 0 810684 0 623143 0 40338 0 146400 0 29227 0 1649792 0 0 BRIAN WYATT SECRETARY & CHIEF LEGAL OFFICER 0 480215 0 150000 0 3997 0 77562 0 47076 0 758850 0 0 DANIEL J O'DEA MD FORMER PRESIDENT NHMP 0 469326 0 0 0 42955 0 19800 0 34844 0 566925 0 0 BRIAN BINETTI MD PHYSICIAN-CLINICAL 643052 0 493419 0 26079 0 19800 0 44021 0 1226371 0 0 0 SUSAN K BOOLBOL MD PHYSICIAN-CLINICAL 940379 0 125000 0 33250 0 19800 0 30891 0 1149320 0 0 0 MICHAEL H CHO MD PHYSICIAN-CLINICAL 1140275 0 195017 0 10009 0 19800 0 14311 0 1379412 0 0 0 ABEEL A MANGI PHYSICIAN-CLINICAL 1500000 0 167041 0 1932 0 19800 0 1908 0 1690681 0 0 0 PAUL WRIGHT MD PHYSICIAN-CLINICAL 940994 0 275500 0 40691 0 19800 0 36411 0 1313396 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments FOR THE FOLLOWING, BENEFITS REPORTED IN PART VII INCLUDES GROSS-UP PAYMENTS FOR A TAXABLE TRAVEL STIPEND AND/OR EMPLOYEE RECOGNITION PROGRAM AWARD: 2 DIRECTORS 1 HIGHEST-COMPENSATED EMPLOYEES 1 DIRECTOR/OFFICER Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation NUVANCE HEALTH MEDICAL PRACTICE, P.C. RELIED ON NUVANCE HEALTH, A RELATED ORGANIZATION, WHICH USED AN EXECUTIVE COMPENSATION COMMITTEE, AN INDEPENDENT THIRD PARTY, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES AND, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO GATHER COMPARABLE DATA TO APPROVE AND DETERMINE COMPENSATION FOR THE CEO, TOP MANAGEMENT AND OTHER KEY EMPLOYEES. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan EFFECTIVE OCTOBER 1, 2020, NUVANCE HEALTH ESTABLISHED AN EXECUTIVE RETIREMENT PLAN IN ORDER TO PROVIDE NONQUALIFIED DEFINED CONTRIBUTION RETIREMENT BENEFITS TO DESIGNATED KEY MEMBERS OF ITS EXECUTIVE MANAGEMENT TEAM, SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 OF TIER 2 EXECUTIVE POSITIONS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN CALENDAR YEAR 2023, THE FOLLOWING AMOUNTS EARNED BY THE PARTICIPANTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN C RETIREMENT AND OTHER DEFERRED COMPENSATION: DANIEL DEBARBA $126,600 BRIAN WYATT $ 57,763 FOR CALENDAR YEAR 2023, THE FOLLOWING AMOUNTS EARNED AND PAID TO PARTICIPANTS WERE REPORTED ON SCHEDULE J, PART II, COLUMN B(iii) OTHER REPORTABLE COMPENSATION: CHRISTOPHER LEHRACH, MD $205,695 DENISE GEORGE $ 61,080 Schedule J, Part I, Line 7 Non-fixed payments NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN (ALIP) (EXCERPTS FROM) THE PURPOSE OF THE NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO ENGAGE AND MOTIVATE THE ORGANIZATION'S LEADERS TO FURTHER THE CHARITABLE MISSION OF NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES, BY PROMOTING EFFECTIVE MANAGEMENT OF OPERATIONS, DELIVERY OF HIGH-QUALITY CARE AND SERVICE, AND RESPONSIBLE USE OF RESOURCES TO MEET COMMUNITY NEEDS. THE PLAN IS INTENDED TO ASSIST NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES TO ATTRACT AND RETAIN LEADERSHIP WITH THE TALENT AND EXPERIENCE NEEDED TO BE SUCCESSFUL BY PROVIDING MEANINGFUL INCENTIVES AND REWARDS FOR OUTSTANDING PERFORMANCE. INDIVIDUALS MUST BE AN ELIGIBLE EMPLOYEE TO BE CONSIDERED AS A PARTICIPANT IN THIS PLAN. AN ELIGIBLE EMPLOYEE IS AN INDIVIDUAL EMPLOYED BY NUVANCE HEALTH AND HOLDS A POSITION ASSIGNED TO ONE OF THE FOLLOWING TIERS, AS OF APRIL 30TH OF THE PLAN YEAR; - TIER I, PRESIDENT, CEO, SENIOR EXECUTIVE - TIER II, EXECUTIVE (A) - TIER II, PHYSICIAN EXECUTIVE (B) - TIER III, SENIOR LEADER (A) - TIER III, SENIOR LEADER (B) - TIER IV, LEADER (A) ORGANIZATIONAL GOALS ARE GENERALLY BASED ON THE FOLLOWING CATEGORIES AND ARE WEIGHTED THROUGH A SPLIT BETWEEN ORGANIZATIONAL AND INDIVIDUAL: - QUALITY AND SERVICE - PEOPLE AND CULTURE - PATIENT EXPERIENCE - FINANCIAL STRENGTH EACH PLAN YEAR, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD ("THE COMMITTEE"), IN ITS SOLE DISCRETION AND UNLESS OTHERWISE APPROPRIATELY DELEGATED, SELECTS PARTICIPANTS FROM A LIST OF ELIGIBLE EMPLOYEES NOMINATED BY THE CEO. THE CEO, EX OFFICIO, IS AN ELIGIBLE EMPLOYEE FOR PURPOSES OF SELECTION TO PARTICIPATE IN THE PLAN. EACH PLAN YEAR, THE COMMITTEE, BASED ON INPUT FROM THE CEO, MAY ESTABLISH A THRESHOLD AWARD, A TARGET AWARD AND/OR A MAXIMUM AWARD FOR EACH PARTICIPANT. AWARD OPPORTUNITIES ARE ESTABLISHED BASED ON COMPETITIVE MARKET PRACTICES AND ON NUVANCE HEALTH'S COMPENSATION PHILOSOPHY. AWARD OPPORTUNITIES MAY BE BASED ON ADDITIONAL FACTORS, INCLUDING NUVANCE HEALTH'S FINANCIAL AND OPERATIONAL PERFORMANCE, REFLECTING MARKET PAY PRACTICES AND BENCHMARKING FOR COMPARABLE POSITIONS, AND ANY OTHER FACTORS DEEMED RELEVANT BY THE COMMITTEE. EACH PLAN YEAR, THE COMMITTEE, AND UNLESS OTHERWISE APPROPRIATELY DELEGATED FOR ANY PLAN YEAR, SHALL ESTABLISH PERFORMANCE GOALS TO EVALUATE THE PERFORMANCE OF EACH PARTICIPANT. AFTER COMPLETION OF EACH PLAN YEAR, THE COMMITTEE MAY EVALUATE WHETHER THE PERFORMANCE OF NUVANCE HEALTH AND PARTICIPANT MEETS OR EXCEEDS THE PERFORMANCE GOALS ESTABLISHED FOR THE PLAN YEAR. IF PERFORMANCE WARRANTS, THE COMMITTEE MAY APPROVE A FINAL AWARD AMOUNT FOR EACH PARTICIPANT AND APPROVE ANY ADDITIONAL CONDITION ON PAYMENT OF THE AWARD. NUVANCE HEALTH EXECUTIVE LONG TERM INCENTIVE PLAN (EXCERPTS FROM) ONLY EXECUTIVES OCCUPYING DESIGNATED TIER I OR TIER II (A) EXECUTIVE POSITIONS SHALL BE ELIGIBLE EMPLOYEES TO PARTICIPATE IN THE PLAN. UNDER THE PLAN, PARTICIPANTS WILL BE ELIGIBLE TO RECEIVE INCENTIVE AWARD PAYMENTS BASED UPON THE ACHIEVEMENT OF SELECTED AND STRATEGICALLY IMPORTANT PERFORMANCE GOALS IDENTIFIED FOR EACH PERFORMANCE PERIOD. THE AWARD OPPORTUNITIES FOR AN ELIGIBLE EMPLOYEE WITH RESPECT TO A PERFORMANCE PERIOD SHALL BE EXPRESSED AS A PERCENTAGE OF HIS OR HER AVERAGE BASE SALARY IN EFFECT DURING THE APPLICABLE PERFORMANCE PERIOD. PRIOR TO THE BEGINNING OF EACH PERFORMANCE PERIOD, THE COMMITTEE MAY ESTABLISH A MINIMUM PERFORMANCE REQUIREMENT FOR NUVANCE HEALTH. NO FINAL AWARDS MAY BE GRANTED TO ANY PARTICIPANT FOR A PERFORMANCE PERIOD IN WHICH MINIMUM PERFORMANCE REQUIRMENTS, IN ANY, WERE NOT MET. THE FINAL AWARD PAYABLE TO EACH PARTICIPANT WILL BE DETERMINED WITHIN 60 DAYS FOLLOWING THE END OF THE PERFORMANCE PERIOD. AWARDS FOR A GIVEN PERFORMANCE PERIOD WILL BE PAID IN A SINGLE LUMP-SUM ON THE PAYMENT DATE PROVIDED HOWEVER, THAT NO PAYMENT WILL BE MADE UNTIL THE RESULTS ARE VERIFIED AND AUDITED. NHMP PHYSICIANS ARE ELIGIBLE TO PARTICIPATE IN A PRODUCTION AND VALUE BASED INCENTIVE PLAN. NHMP SETS WRVU PRODUCTION TARGETS AND VALUE BASED METRICS ANNUALLY FOR EACH PHYSICIAN IN THE INCENTIVE PLAN. PHYSICIANS WHOSE ANNUAL PRODUCTION EXCEEDS WRVU TARGETS ESTABLISHED ARE ELIGIBLE TO ACCRUE INCENTIVE COMPENSATION AT A FIXED RATE PER WRVU FOR EACH WRVU IN EXCESS OF THEIR TARGET. INCENTIVE COMPENSATION IS PAID SEMI-ANNUALLY (OR QUARTERLY) ONCE APPROVALS ARE OBTAINED FROM THE PHYSICIAN'S MEDICAL DIRECTOR AND CHAIRMAN. ADAM GORELICK FAMILY MEMBER 809507 ADAM GORELICK IS A FAMILY MEMBER OF STEVEN GORELICK, A DIRECTOR OF THE FILING ORGANIZATION. ADAM GORELICK WAS PAID REASONABLE COMPENSATION AS AN EMPLOYEE OF THE FILING ORGANIZATION. false Form 990, Part VI, Line 14 THE ORGANIZATION FOLLOWS A RECORD RETENTION POLICY THAT HAS BEEN APPROVED ONLY BY THE AUDIT COMMITTEE, NOT THE FULL BOARD. Form 990, Part VI, Line 1b THERE ARE NO INDEPENDENT TRUSTEES. NUVANCE HEALTH MEDICAL PRACTICE, PC ("NHMP") IS A SINGLE SHAREHOLDER CORPORATION. NHMP IS PART OF AN INTEGRATED DELIVERY SYSTEM THAT DOES HAVE A MORE THAN MAJORITY INDEPENDENT BOARD. FURTHER, THIS GOVERNANCE STRUCTURE HAS NOT CHANGED RELATIVE TO INDEPENDENCE SINCE IT WAS RECOGNIZED AS EXEMPT BY THE IRS AFTER IT WAS ORGANIZED. Form 990, Part VI, Line 3 Delegation of management duties THERE IS AN AGREEMENT BETWEEN NUVANCE HEALTH MEDICAL PRACTICE, PC ("NHMP") AND HEALTH QUEST SYSTEMS, INC. ("HQS") TO DELEGATE NHMP MANAGEMENT SERVICES TO HQS. UNDER THE AGREEMENT "MANAGEMENT SERVICES" IS DEFINED AS ALL NON-PROFESSIONAL SERVICES REQUIRED IN CONNECTION WITH THE OPERATION OF NHMP, INCLUDING WITHOUT LIMITATION, THE PROVISION OF ALL BILLING AND COLLECTION SERVICES. Form 990, Part VI, Line 6 Classes of members or stockholders NUVANCE HEALTH MEDICAL PRACTICE, PC ("NHMP") IS A SOLE SHAREHOLDER STOCK CORPORATION WITH STOCK ISSUED TO THE PRESIDENT CHRISTOPHER M. LEHRACH, MD. NHMP IS AN AFFILIATE OF HEALTH QUEST SYSTEMS, INC. NUVANCE HEALTH IS THE SOLE MEMBER OF HEALTH QUEST SYSTEMS, INC. ON FEBRUARY 28, 2024, NUVANCE HEALTH ENTERED INTO AN AFFILIATION AGREEMENT WITH NORTHWELL HEALTH, INC. ("NORTHWELL"), PURSUANT TO WHICH NORTHWELL OR AN AFFILIATED ENTITY WOULD BECOME THE ACTIVE PARENT AND SOLE CORPORATE MEMBER OF NUVANCE HEALTH. THIS TRANSACTION WAS SUBJECT TO THE RECEIPT OF REGULATORY APPROVALS AND THE SATISFACTION OF CLOSING CONDITIONS. EFFECTIVE MAY 1, 2025, THE PARTIES CLOSED THE TRANSACTION AND NORTHWELL, INC. (WHICH IS THE ULTIMATE SOLE CORPORATE MEMBER OF NORTHWELL) BECAME THE SOLE CORPORATE MEMBER OF NORTHWELL HEALTH SYSTEM, INC., WHICH BECAME THE PARENT ENTITY OF NUVANCE HEALTH. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body CHRISTOPHER M. LEHRACH, MD IS THE SOLE SHAREHOLDER AND SERVES AS THE PRESIDENT ON THE NHMP BOARD. THE SOLE SHAREHOLDER APPOINTS THE BOARD AND DELEGATES CERTAIN AUTHORITIES TO THE BOARD, WHILE OTHER AUTHORITIES ARE RESERVED FOR THE SOLE SHAREHOLDER. DR. LEHRACH SERVES AS THE NOMINEE OF HEALTH QUEST SYSTEMS ("HQS"). HQS (THE PARENT), THROUGH THIS RELATIONSHIP, RETAINS ULTIMATE AUTHORITY TO APPROVE/MAKE LARGE GOVERNANCE DECISIONS SUCH AS TERMINATION, MERGER, OR LARGE CAPITAL EXPENDITURES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORMS 990 FOR NUVANCE HEALTH AND AFFILIATED ENTITIES ARE PREPARED BY THE NUVANCE HEALTH TAX DEPARTMENT WITH ASSISTANCE FROM VARIOUS DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE RETURNS ARE REVIEWED BY MANAGEMENT AND AN INDEPENDENT ACCOUNTING FIRM. A COMPLETE DRAFT IS THEN POSTED TO AN INTRANET SITE FOR NUVANCE HEALTH BOARD MEMBERS, THE ULTIMATE PARENT OF THE ORGANIZATION, TO REVIEW THE RETURNS PRIOR TO FILING. THE FORMS 990 ARE THEN SIGNED AND FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS, TRUSTEES/DIRECTORS, KEY EMPLOYEES AND OTHER DISQUALIFIED PERSONS ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST QUESTIONNAIRE ANNUALLY. RESPONSES ARE REVIEWED BY THE CHIEF COMPLIANCE, AUDIT & PRIVACY OFFICER. ALSO, THEY ARE REQUIRED TO DISCLOSE ANY CONFLICT TO THE BOARD OR DIRECTLY TO THE CHAIRMAN PRIOR TO ANY MEETING. AFTER A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED ALONG WITH ALL RELATED MATERIAL FACTS, THE BOARD PROCEEDS TO DISCUSS AND DETERMINE THROUGH A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER AN ACTUAL CONFLICT OR DUALITY OF INTEREST EXISTS. IF THE INTERESTED PERSON IS PRESENT AT THE START OF THE DISCUSSION, HE OR SHE MAY ANSWER QUESTIONS RELATED TO THE MATTER AND PROVIDE ADDITIONAL, RELEVANT FACTS BUT IS REQUIRED TO LEAVE THE MEETING DURING DELIBERATIONS REGARDING WHETHER AN ACTUAL CONFLICT OR DUALITY OF INTEREST EXISTS. Form 990, Part VI, Line 15b Process to establish compensation of other employees NUVANCE HEALTH'S EXECUTIVE TOTAL REWARDS PHILOSOPHY IS DESIGNED TO ALIGN WITH THE COMPANY'S STRATEGIC DIRECTION, AND TO REINFORCE ITS CORE MISSION, VISION AND VALUES. IN ORDER TO ACHIEVE ITS OVERALL PERFORMANCE OBJECTIVES, NUVANCE HEALTH PROVIDES TOTAL REWARDS PROGRAMS THAT RECOGNIZE EXECUTIVES FOR PERFORMING WORK WELL TO ENSURE THE ACHIEVEMENT OF COMPANY GOALS. THESE PROGRAMS SERVE TO PROMOTE THE ATTRACTION, ENGAGEMENT, AND RETENTION OF TALENTED EXECUTIVES THROUGHOUT THEIR CAREERS WITH NUVANCE HEALTH. THE TOTAL REWARDS PROGRAMS ARE DESIGNED TO BE MARKET COMPETITIVE, COMPLIANT WITH REGULATORY GUIDELINES REFLECTIVE OF BEST PRACTICES, AND DIFFERENTIATED TO CREATE STRONG COMPETITIVE ADVANTAGE. TOTAL REWARDS PROGRAMS ARE REVIEWED ON AN ONGOING BASIS TO ENSURE CONTINUED MARKET COMPETITIVENESS, RELEVANT VALUE TO EXECUTIVES, AND FISCAL RESPONSIBILITY. TOTAL REWARDS FOR NUVANCE HEALTH EXECUTIVES CONSISTS OF KEY COMPONENTS OF COMPENSATION AND BENEFITS. OVERALL EXECUTIVE REWARDS PROGRAM WILL EMPHASIZE PERFORMANCE-BASED ELEMENTS, WHEREBY TARGETED LEVELS OF COMPENSATION WILL ONLY BE ACHIEVED IF THE ORGANIZATION AND INDIVIDUAL ACHIEVE STRETCH GOALS AND OBJECTIVES. BASED ON THE LABOR MARKETS FOR TALENT FOR EXECUTIVE ROLES, NUVANCE HEALTH WILL UTILIZE A WEIGHTED BLEND OF BOTH NATIONAL COMPARABLY SIZED HEALTH CARE PROVIDER MARKET DATA WITH A +25% GEOGRAPHIC DIFFERENTIAL APPLIED (DIFFERENTIAL TO BE VALIDATED ON A PERIODIC BASIS) AT TWO-THIRDS WEIGHT AND NATIONAL COMPARABLY SIZED GENERAL INDUSTRY DATA, FOR IDENTIFIED ROLES WHERE SKILL SETS OVERLAP AT ONE-THIRD WEIGHT. GEOGRAPHIC DIFFERENTIAL REFLECTS THE OBSERVED AND REPORTED EXECUTIVE COMPENSATION DIFFERENTIAL BETWEEN NUVANCE HEALTH'S OPERATING REGION AND THE BROADER NATIONAL HEALTH CARE PROVIDER MARKET. NUVANCE HEALTH'S TOTAL REWARDS PHILOSOPHY AND PRACTICES ARE TARGETED AT THE 50TH PERCENTILE OF THE RELEVANT MARKET FOR BASE SALARY, AND 62.5TH PERCENTILE FOR TOTAL CASH AND TOTAL DIRECT (WHERE AVAILABLE) COMPENSATION ELEMENTS IF TARGET PERFORMANCE IS ACHIEVED UNDER VARIABLE COMPENSATION PROGRAMS. NUVANCE HEALTH'S COMMITTEE HAS DISCRETION TO POSITION INDIVIDUAL LEVELS ABOVE OR BELOW THIS TARGETED COMPETITIVE POSITIONING, BASED ON SUCH FACTORS AS POSITIONING TO MARKET, HIGH DEMAND SKILLSETS AND DIFFICULT TO FILL OR CRITICAL TO THE ORGANIZATION'S STRATEGY AND SUCCESS. OUR GOVERNANCE PROMOTES CONSISTENCY AND EQUITY; PROVIDES CLARITY AND GUIDANCE TO DECISION-MAKERS; ENSURES STANDARD PROCESSES AND PROCEDURES FOR ASSESSING, CALIBRATING, ADMINISTERING, AND DELIVERING EFFECTIVE TOTAL REWARDS THROUGHOUT THE NUVANCE HEALTH SYSTEM. OVERSIGHT AND GOVERNANCE OF THE EXECUTIVE COMPENSATION PHILOSOPHY AND PROGRAMS FOR ELIGIBLE EXECUTIVES/DISQUALIFIED INDIVIDUALS (CURRENTLY CEO, PRESIDENT AND TIERS 1 AND 2) WILL BE AT THE COMPENSATION COMMITTEE OF THE BOARD LEVEL AND WILL FOLLOW A STRUCTURED AND RIGOROUS PROCESS TO ENSURE COMPLIANCE WITH INTERMEDIATE SANCTIONS UNDER IRS GUIDELINES. COMPENSATION REVIEW AND APPROVAL PROCESS IS IDENTICAL TO THE PROCESS FOR THE CEO. AN ANNUAL LETTER OF REASONABLENESS IS PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS BY WILLIS TOWERS WATSON AS CONSULTANT TO THE BOARD. IN THIS ANNUAL ASSESSMENT OF THE REASONABLENESS OF THE TOTAL REMUNERATION PACKAGES PROVIDED TO SELECT EXECUTIVES, AN OPINION IS RENDERED WITH RESPECT TO THE REASONABLENESS OF POTENTIAL TARGET AND MAXIMUM TOTAL REMUNERATION PROVIDED TO THE INCLUDED EXECUTIVES FOR EACH FISCAL YEAR. A BI-ANNUAL LETTER OF REASONABLENESS FOR PHYSICIAN COMPENSATION IS ALSO PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE BY KORN FERRY HAY AS A CONSULTANT TO THE BOARD. THIS ASSESSMENT OF THE REASONABLENESS OF THE TOTAL REMUNERATION PACKAGES PROVIDED TO PHYSICIANS IS RENDERED WITH RESPECT TO THE REASONABLENESS OF POTENTIAL TARGET AND MAXIMUM TOTAL REMUNERATION PROVIDED TO EACH PHYSICIAN. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS FOR THE AFFILIATE ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE DOCUMENTS ARE PROVIDED EITHER ELECTRONICALLY OR PAPER COPIES. IN ADDITION, CERTAIN FINANCIAL INFORMATION IS AVAILABLE ON VARIOUS WEBSITES DUE TO REGULATORY FILINGS SUCH AS THE 990. Form 990, Part VII, Section A, Line 1a, Column (F) ADDITIONAL INFORMATION FOR THOSE OFFICERS AND TOP 5 EMPLOYEES, FOR WHICH ONLY 40 HOURS IS NOTED TO REFLECT PAID HOURS, ACTUAL HOURS WORKED EXCEEDED THIS AMOUNT. NOTE: ALL AMOUNTS IN COLUMN F, OF PART VII,"ESTIMATED AMOUNT OF OTHER COMPENSATION", REPRESENT BENEFITS, AND DO NOT REFLECT ANY COMPENSATION FOR WHICH THE AVERAGE AMOUNT OF TIME WORKED CAN BE REFLECTED. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other revenue - Total Revenue: 60185, Related or Exempt Function Revenue: 60185, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Healthcare Professionals - Total Expense: 2840, Program Service Expense: 2711, Management and General Expenses: 129, Fundraising Expenses: ; Purchase Services - Total Expense: 28060143, Program Service Expense: 26782025, Management and General Expenses: 1278118, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Forgiveness of intercompany balances from other Nuvance Entities - -9390245; HUDSON VALLEY NEWBORN PHYSICIANS 45 READE PLACE POUGHKEEPSIE NY 12601 PHYSICIANS SERVICES NY 0 401448 NHMP Alamo Ambulance Service Inc 45 Reade Place Poughkeepsie NY 12601 141745417 Transportation NY 501(c)(3) Type III-FI HQ true Danbury Hospital & New Milford Hospital Foundation Inc 24 Hospital Avenue Danbury Danbury CT 06810 237425557 Fundraising CT 501(c)(3) 7 WCHN true The Danbury Hospital 24 Hospital Avenue Danbury CT 06810 060646597 Hospital CT 501(c)(3) 3 WCHN true Eastern New York Medical Services PC 3423 Danbury Road Brewster NY 10509 455431389 Physician Services NY 501(c)(3) 10 WCHN true Health Quest Home Care Inc (Certified) 2649 South Road Suite 220 Poughkeepsie NY 12601 141788412 Home Health NY 501(c)(3) 10 HQ true Health Quest Home Care Inc (Licensed) 2649 South Road Suite 220 Poughkeepsie NY 12601 141788410 Home Health NY 501(c)(3) 10 HQ true Health Quest Systems Inc 45 Reade Place Poughkeepsie NY 12601 141678068 Support/Management NY 501(c)(3) 10 NUVANCE true Health Quest Urgent Medical Care Practice PC 45 Reade Place Poughkeepsie NY 12601 800152047 Physician Services NY 501(c)(3) 10 HQ true Hudson Valley Cardiovascular Practice PC 1 Columbia Poughkeepsie NY 12601 463756713 Physician Services NY 501(c)(3) 10 HQ true NDH Foundation 6531 Springbrook Avenue Rhinebeck NY 12572 141776208 Fundraising NY 501(c)(3) 7 HQ true Northern Dutchess Hospital 6511 Springbrook Avenue Rhinebeck NY 12572 141338467 Hospital NY 501(c)(3) 3 HQ true Northern Dutchess Residential Healthcare Facility Inc 6525 Springbrook Avenue Rhinebeck NY 12572 223129608 Nursing Home NY 501(c)(3) 10 HQ true Norwalk Hospital Foundation Inc 34 Maple Street Norwalk CT 06850 222577707 Fundraising CT 501(c)(3) 7 WCHN true Nuvance Health 45 READE PLACE Poughkeepsie NY 12601 834214573 Support/Management NY 501(c)(3) Type III-FI NA false Nuvance Health Medical Practice CT Inc 100 Reserve Road Danbury CT 06810 061137531 Physician Services CT 501(c)(3) 10 WCHN true Putnam Hospital 670 Stoneleigh Avenue Carmel NY 10512 146019179 Hospital NY 501(c)(3) 3 HQ true Putnam Hospital Center Foundation Inc 670 Stoneleigh Avenue Carmel NY 10512 061399319 Fundraising NY 501(c)(3) Type I HQ true The Norwalk Hospital Association 34 Maple Street Norwalk CT 06850 066068853 Hospital CT 501(c)(3) 3 WCHN true Vassar Brothers Hospital Foundation 45 Reade Place Poughkeepsie NY 12601 141736429 Fundraising NY 501(c)(3) 7 HQ true Vassar Brothers Medical Center 45 Reade Place Poughkeepsie NY 12601 141338586 Hospital NY 501(c)(3) 3 HQ true Vassar Health Connecticut Inc 50 Hospital Hill Road Sharon CT 06069 815056290 Hospital CT 501(c)(3) 3 HQ true Wells Manor Housing Development Fund Corp 56 Astor Drive Rhinebeck NY 12572 112611902 Low Income NY 501(c)(3) PF HQ true Western Connecticut Home Care Inc 100 Saw Mill Road Danbury CT 06810 060655138 Home Healthcare CT 501(c)(3) 10 WCHN true Western Connecticut Health Network Affiliates Inc 100 Reserve Road Danbury CT 06810 222594968 Outpatient Health Care Services CT 501(c)(3) 10 WCHN true Western Connecticut Health Network Inc 100 Reserve Road Danbury CT 06810 222594977 Support/Management CT 501(c)(3) Type II NUVANCE true Western Connecticut Health Network Investments LLC 100 Reserve Road Danbury CT 06810 475523212 Investments CT 501(c)(3) Type I NA false New Milford MRI LLC 100 Reserve Road Danbury CT 06810 271877801 Inactive CT NA N/A false false Norwalk Surgery Center LLC 40 Cross Street Suite 120 Norwalk CT 06851 272394942 Surgery Center CT NA N/A false false Nuvance Health Insurance Company Ltd PO BOX 1159 GRAND CAYMAN CJ KY11102 980438151 Malpractice CJ NUVANCE HEALTH C Corporation false SWC Corporation 24 Stevens Street Norwalk CT 06850 222577718 Pharmacy CT NA C Corporation false Taconic IPA Inc 45 Reade Place Poughkeepsie NY 12601 223007320 Medical Care CT NA C Corporation false Vassar Health Quest Medical Practice of Connecticut Inc 100 Reserve Road Danbury CT 06810 821466583 Medical Care CT NA C Corporation false false false true false false false false false false true true false true false false true true true true Hudson Valley Cardiovascular Practice M 60363 Cost Method Nuvance Health M 20727741 Cost Method Northern Dutchess Residential Health Facility Inc P 453127 Cost Method Hudson Valley Cardiovascular Practice Q 197507 Cost Method Nuvance Health Q 19452858 Cost Method Health Quest Urgent Medical Care Practice PC R 238969 Cost Method Health Quest Systems Inc M 3565285 Cost Method Health Quest Systems Inc Q 3531711 Cost Method Northern Dutchess Hospital K 449877 Cost Method Northern Dutchess Hospital L 11075575 Cost Method Northern Dutchess Hospital P 10577762 Cost Method Nuvance Health Medical Practice CT Inc L 2489211 Cost Method Nuvance Health Medical Practice CT Inc P 2341393 Cost Method Nuvance Health Medical Practice CT Inc R 147818 Cost Method Putnam Hospital K 62151 Cost Method Putnam Hospital L 5509701 Cost Method Putnam Hospital P 5446824 Cost Method Putnam Hospital Center Foundation C 78253 Cost Method Vassar Brothers Medical Center K 1815183 Cost Method Vassar Brothers Medical Center L 21779016 Cost Method Vassar Brothers Medical Center P 22392264 Cost Method Vassar Brothers Medical Center S 884997 Cost Method Vassar Health Connecticut Inc (Sharon Hospital) K 79356 Cost Method Vassar Health Connecticut Inc (Sharon Hospital) L 2240112 Cost Method Vassar Health Connecticut Inc (Sharon Hospital) P 2157462 Cost Method Western Connecticut Health Network Inc Q 1825732 Cost Method Western Connecticut Health Network Inc S 106921 Cost Method