2021-11-10T07:07:38-06:00 2020-12-31 390859910 BAKER TILLY US LLP ONE PENN PLAZA SUITE 3000 NEW YORK NY 10119 990 2020-01-01 465489816 ADVANCE CARE ALLIANCE OF NY INC ADVA 8336922269 1410 BROADWAY 2ND FL NEW YORK NY 10018 GERARD JOSEPH CFO 8336922269 2021-11-08 1 GERARD JOSEPH XXX-XX-XXXX PATRICK YU CPA P00675982 2126976900 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LEWIS GROSSMAN 1410 BROADWAY 2ND FL NEW YORK NY 10018 111285420 0 X WWW.ACANY.ORG X 2014 NY ACANY OFFERS COMPREHENSIVE CARE COORDINATION TO PEOPLE WITH INTELLECTUAL AND/OR DEV. DISABILITIES. 10 10 1243 9 0 0 0 472827 103705294 110805197 0 5279 42 2117 103705336 111285420 0 0 0 0 62329306 85265990 0 0 0 38044993 18242579 100374299 103508569 3331037 7776851 17964522 52276368 6346342 33260009 11618180 19016359 X ADVANCE CARE ALLIANCE OF NEW YORK, INC. (ACANY) IS DEDICATED TO PROVIDING THE SUPPORT AND SERVICES FOR YOU OR YOUR LOVED ONE WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY NEED TO LEAD AN ACTIVE, HEALTHY, AND FULFILLING LIFE. ACANY WAS FORMED BY THREE PROVIDER NETWORKS- ALLIANCE CARE NETWORK, ADVANCE OF GREATER NEW YORK, AND LONG ISLAND ALLIANCE- WHO TOGETHER REPRESENT MORE THAN 100 WELL-ESTABLISHED, NOT-FOR-PROFIT AGENCIES OPERATING IN NEW YORK CITY, LONG ISLAND, AND THE HUDSON VALLEY. ACANY'S AGENCIES PROVIDE HIGH-QUALITY SERVICES TO OVER 25,000 PEOPLE WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES, FUNDED AND OVERSEEN BY NEW YORK STATE'S OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES (OPWDD). 0 0 97203908 110805197 ACANY IS A CARE COORDINATION ORGANIZATION/HEALTH HOME, WHICH IS A TYPE OF HEALTHCARE PROVIDER RESPONSIBLE FOR COORDINATING THE SERVICES AND SUPPORTS THAT INDIVIDUALS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES MIGHT NEED TO LIVE IN THE COMMUNITY. ACANY WORKS WITH INDIVIDUALS AND THEIR FAMILIES TO DEVELOP AN INTEGRATED, COMPREHENSIVE CARE PLAN THAT ENCOMPASSES HEALTHCARE, BEHAVIORAL HEALTH SERVICES, COMMUNITY AND SOCIAL SUPPORTS WHILE ENSURING ALIGNMENT OF OBJECTIVES ACROSS HEALTHCARE AND DEVELOPMENTAL DISABILITIES SERVICE PROVIDERS. ACANY ASSISTS INDIVIDUALS AND FAMILIES WITH ACCESSING THE SUPPORTS AND SERVICES THAT PROMOTE WELL-ROUNDED AND FULFILLING LIVES. 97203908 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1243 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X GERARD JOSEPH CFO 6469162597 1410 BROADWAY 2ND FL NEW YORK NY 10018 STEVEN VERNIKOFF CHAIR 5.00 0.00 X X 0 0 0 JILL GENTILE VICE CHAIR 5.00 0.00 X X 0 0 0 WALTER W STOCKTON SECRETARY/TREASURER 5.00 0.00 X X 0 0 0 SCOTT L BARKIN PHD DIRECTOR 1.00 0.00 X 0 0 0 ARTHUR PALEVSKY DIRECTOR 1.00 0.00 X 0 0 0 DAVID MANDEL DIRECTOR 1.00 0.00 X 0 0 0 ELLIOT BROWNSTEIN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT C GOLDSMITH DIRECTOR 1.00 0.00 X 0 0 0 JANET KOCH DIRECTOR 1.00 0.00 X 0 0 0 LAURA DELIN DIRECTOR 1.00 0.00 X 0 0 0 LEWIS GROSSMAN CEO 37.50 0.00 X 417126 0 8488 MATTHEW SMITH COO TO 3/2/2020 37.50 0.00 X 40615 0 0 GERARD JOSEPH CHIEF FINANCIAL OFFICER 37.50 0.00 X 211256 0 127 JAIME MADDEN CHIEF ADMINISTRATIVE OFFICER 37.50 0.00 X 160825 0 5528 DAVID WALLACH CIO UP TO 8/20/2020 37.50 0.00 X 142930 0 1301 DIANNA MULFORD VP OF QUALITY & COMPLIANCE 37.50 0.00 X 144587 0 712 KIMBERLY JAYNES VP CARE MANAGEMENT 37.50 0.00 X 131131 0 8981 DENIZ MAJAGAH INFORMATION SECURITY ARCHITECT 37.50 0.00 X 131635 0 1525 ROBERT WINT VICE PRESIDENT OF IT 37.50 0.00 X 115504 0 5321 1495609 0 31983 14 0 1 0 MEDISKED LLC 850 UNIVERSITY AVENUE ROCHESTER NY 14607 PROJECT MGMT & CONSULTING FOR MEDIC 3739295 BURCHMAN TERRIO QUIST LLC DBA BTQ FINA 80 BROAD ST 15TH FL NEW YORK NY 10004 OUTSOURCED FISCAL SERVICES 436975 HYPED HOLDINGS LLC 68 SOUTH SERVICE ROAD SUITE 100 MELVILLE NY 11747 TEMPORARY HELP 161160 ADAPTIVE INSIGHTS LLC PO BOX 399115 SAN FRANCISCO CA 941399115 PLANNING & ANALYTIC SERVICES 120900 BAKER TILLY US LLP PO BOX 78975 MILWAUKEE WI 532788975 ACCOUNTING SERVICES 111675 5 397827 75000 472827 CARE COORDINATION REVENUE 623990 110805197 110805197 110805197 5279 5279 MISCELLANEOUS INCOME 900099 2117 2117 2117 111285420 110805197 0 7396 843965 843965 65651049 63426569 2224480 1560649 1488949 71700 11457329 10944443 512886 5752998 5488691 264307 139688 139688 94675 94675 935753 364827 570926 158037 158037 1430321 1375142 55179 5229598 5190853 38745 7960643 6920138 1040505 260910 230509 30401 19276 18646 630 679394 657199 22195 314603 259008 55595 MINOR EQUIPMENT AND REL 388013 348054 39959 MISCELLANEOUS 277737 277737 STAFF DEV AND EDUCATION 162513 157204 5309 REPAIRS & MAINTENANCE 97243 84380 12863 94175 91259 2916 103508569 97203908 6304661 0 3750118 41434241 2505279 9426568 3371053 1046366 1118216 2430634 1239705 1722451 1190929 616493 1387821 1402526 1268829 17964522 52276368 6191711 11703016 154631 1676279 10000000 0 9880714 6346342 33260009 X 11618180 19016359 11618180 19016359 17964522 52276368 X 7776851 -378672 X 0 1 X 1 0 X 3011891 3309829 472827 6794547 3011891 3309829 472827 6794547 6794547 156 92 276 5279 5803 125 9345 20 42 2117 11649 6811999 267279391 0.99740 0.99890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 125. 2017 AMOUNT: $ 9,345. 2018 AMOUNT: $ 20. 2019 AMOUNT: $ 42. 2020 AMOUNT: $ 2,117. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1730633 1035702 694931 700001 204003 495998 1190929 DUE TO GOVERNMENTAL AGENCY 9880714 9880714 X 110906748 -378672 -378672 111285420 0 111285420 103508569 0 103508569 0 103508569 PART X, LINE 2: MANAGEMENT HAS EVALUATED ACANY'S TAX POSITIONS AND CONCLUDED THAT ACANY HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION 740. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS FROM EQUITY METHOD INVESTEE -378,672. X 1 0 0 0 0 0 0 0 0 LEWIS GROSSMAN CEO 417126 0 0 0 0 0 0 0 8488 0 425614 0 0 0 GERARD JOSEPH CHIEF FINANCIAL OFFICER 211256 0 0 0 0 0 0 0 127 0 211383 0 0 0 JAIME MADDEN CHIEF ADMINISTRATIVE OFFICER 160825 0 0 0 0 0 0 0 5528 0 166353 0 0 0 PART I, LINE 4A THE FOLLOWING RECEIVED A SEVERANCE OR CHANGE OF CONTROL PAYMENT FROM THE ORGANIZATION: DAVID WALLACH $40,385 MATTHEW SMITH $40,615 FORM 990, PART VI, SECTION A, LINE 6 ACANY MEMBERS INCLUDE THE INDIVIDUAL MEMBER AGENCIES OF ALLIANCE CARE NETWORK ("ACN"), ADVANCE OF GREATER NEW YORK ("AGNY"), AND LONG ISLAND ALLIANCE ("LIA"). FORM 990, PART VI, SECTION A, LINE 7A THERE ARE 3 CLASSES OF MEMBERS: CLASS A MEMBER(S)-ACN, CLASS B MEMBER(S) - AGNY, & CLASS C MEMBER(S) - LIA. EACH CLASS OF MEMBERS SHALL ELECT 3 INDIVIDUALS TO SERVE AS DIRECTORS. IN ADDITION TO THE INDIVIDUALS ELECTED BY EACH OF THE CLASS A, B AND C MEMBERS, THE CORPORATE MEMBERS MAY, AT THE ANNUAL MEETING OF THE CORPORATE MEMBERS, ELECT UP TO FOUR (4) AT LARGE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE AUDIT COMMITTEE IN ACCORDANCE WITH THE ORGANIZATIONAL STRUCTURE, BY-LAWS, FINANCIAL ACTIVITY FOR THE YEAR, AND CONSIDERATION IS GIVEN TO ANY CHANGES IN THE ORGANIZATION FROM PRIOR YEAR THAT MAY AFFECT THE RESPONSES TO THE CURRENT RETURN. THIS PROCESS IS DONE PRIOR TO CIRCULATION TO THE BOARD. THE 990 IS FILED WITH THE IRS AFTER IT IS CIRCULATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED YEARLY TO ALL MEMBERS OF THE BOARD AND REQUIRES ANY MEMBER OF THE BOARD THAT MAY POSSIBLY HAVE A CONFLICT OF INTEREST IN FACT OR APPEARANCE TO REPORT IT IMMEDIATELY. THIS POLICY COVERS BOTH BUSINESS & PERSONAL RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES THE SALARY OF THE CEO. COMPENSATION FOR THE CFO & KEY EMPLOYEES IS DETERMINED BY HUMAN RESOURCES, INDUSTRY STANDARDS AND PAYSCALE ANALYSIS. AN EO38 SURVEY IS DONE FOR EXECUTIVE COMPENSATION AND IT'S DOCUMENTED IN THE EXECUTIVE SESSION MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 ACANY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN THE FUTURE, IT MAY POST SOME OF ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ON ITS WEBSITE. FORM 990, PART XI, LINE 9: LOSS FROM EQUITY METHOD INVESTEE -378,672.