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TRILLIUM HEALTH INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TRILLIUM HEALTH INC (EIN 16-1356734)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-06
IRS object ID
202041279349300624
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-06T16:11:42-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454051133PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREED MAXICK CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1424 MAIN STREET SUITE 800AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP142023508ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161356734EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRILLIUM HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRILBusinessNameControlTxt
Phone5855457200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1259 MONROE AVENUEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON BARNECUT-KEARNSPersonNm
Person TitleSENIOR VP/CFOPersonTitleTxt
Phone5855457200PhoneNum
Signature2020-04-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY MADONIAPreparerPersonNm
PTINP00405803PTIN
Phone7168472651PhoneNum
Preparation2020-04-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.193.28.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-04-15IPDt
IP Tm12:14:50IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFDE8DC9F3FB3639CC844556C0F78A0551EBB0821AtSubmissionCreationDeviceId
At Submission Filing Device IdBEFC00FF3835FD3FEFA4D7B9ADC1C508C3555BBFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREA DEMEOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1259 MONROE AVENUEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14607ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$53,776,939GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TRILLIUMHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee312TotalEmployeeCnt
Total Volunteers70TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,155,647PYContributionsGrantsAmt
CY Contributions Grants$6,359,204CYContributionsGrantsAmt
PY Program Service Revenue$2,636,658PYProgramServiceRevenueAmt
CY Program Service Revenue$4,755,312CYProgramServiceRevenueAmt
PY Investment Income$749,944PYInvestmentIncomeAmt
CY Investment Income$514,435CYInvestmentIncomeAmt
PY Other Revenue$17,581,354PYOtherRevenueAmt
CY Other Revenue$18,195,789CYOtherRevenueAmt
PY Total Revenue$27,123,603PYTotalRevenueAmt
CY Total Revenue$29,824,740CYTotalRevenueAmt
PY Grants And Similar Paid$624,715PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$863,003CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,495,253PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,588,075CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$232,818CYTotalFundraisingExpenseAmt
PY Other Expenses$8,003,083PYOtherExpensesAmt
CY Other Expenses$9,050,858CYOtherExpensesAmt
PY Total Expenses$24,123,051PYTotalExpensesAmt
CY Total Expenses$29,501,936CYTotalExpensesAmt
PY Revenues Less Expenses$3,000,552PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$322,804CYRevenuesLessExpensesAmt
Total Assets BOY$26,331,982TotalAssetsBOYAmt
Total Assets EOY$29,307,684TotalAssetsEOYAmt
Total Liabilities BOY$5,317,703TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,079,843TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,014,279NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,227,841NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO PROMOTE HEALTH EQUITY BY PROVIDING AFFORDABLE AND EXTRAORDINARY PRIMARY AND SPECIALTY CARE, INCLUDING LGBTQ HEALTH CARE. WE EMBRACE DIVERSITY AND INCLUSION AT ALL OF OUR LOCATIONS. TRILLIUM HEALTH IS DESIGNATED BY THE HUMAN RIGHTS CAMPAIGN FOUNDATION AS AN LGBTQ-AFFIRMING HEALTH CARE EQUALITY LEADER. TRILLIUM HEALTH IS A FEDERALLY QUALIFIED HEALTH CENTER LOOK-ALIKE. AS A COMMUNITY HEALTH CENTER, TRILLIUM HEALTH PROVIDES COMPREHENSIVE CARE THAT INTEGRATES PHYSICAL AND MENTAL HEALTH, WITH PROGRAMS THAT SUPPORT THE SOCIAL NEEDS FOR PEOPLE OF ALL BACKGROUNDS, RACES, AND ETHNICITIES, AND THOSE WHO EXPERIENCE FINANCIAL BARRIERS TO CARE WITH A FOCUS ON REACHING UNDERSERVED COMMUNITIES REGARDLESS OF ABILITY TO PAY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,815,349ExpenseAmt
Revenue$18,298,715RevenueAmt
DescTRILLIUM HEALTH OPERATES A FULLY ACCREDITED RETAIL PHARMACY, DESIGNED FOR CONVENIENCE AND ACCESSIBILITY. PHARMACY SERVICES ARE AVAILABLE TO PATIENTS AT 259 MONROE AVENUE AND 170 SCIENCE PARKWAY IN ROCHESTER, NEW YORK. PRESCRIPTION SERVICES ARE SUPPORTED BY TEXT REMINDERS, FREE DELIVERY, AND 24/7 ACCESS TO MEDICATION TO HELP PREVENT HIV INFECTIONS. OUR PHARMACY'S AVERAGE CO-PAY COMBINED WITH OUR FINANCIAL ASSISTANCE PROGRAMS, HELPS TO KEEP THE COST OF MEDICATION AFFORDABLE. CLOSE TO 120,000 PRESCRIPTIONS WERE DISPENSED IN 2019. TRILLIUM HEALTH HAS BOTH MAIL ORDER AND SPECIALTY ACCREDITATIONS FOR ITS PHARMACY AND HAVE CONTRACT PHARMACY AGREEMENTS TO ASSIST OTHER FEDERALLY QUALIFIED HEALTH CENTERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$7,888,861ExpenseAmt
Grant$863,003GrantAmt
Revenue$3,698,157RevenueAmt
DescTRILLIUM HEALTH'S COMMUNITY-BASED CLINIC DELIVERS HIGH QUALITY AND AFFORDABLE CARE FOR ALL, INCLUDING LGBTQ AND UNDERSERVED POPULATIONS THROUGHOUT THE REGION. SERVICES INCLUDE PRIMARY CARE AND INFECTIOUS DISEASE TESTING AND TREATMENT. WE REACHED OUR GOAL OF INCREASING ACCESS AND SERVED MORE THAN 4,683 PATIENTS IN 2019, REPRESENTING CONTINUED GROWTH OVER THE PREVIOUS YEAR. WE CONTINUE TO INCREASE LINKAGES TO CARE AMONG INDIVIDUALS REPRESENTING COMMUNITIES OF COLOR, WITH A 104% INCREASE IN PATIENTS WHO IDENTIFIED AS AFRICAN AMERICAN, AND AN 83% INCREASE AMONG INDIVIDUALS WHO IDENTIFIED AS HISPANIC IN DATA REPORTED SINCE 2017. DURING THIS PERIOD A 70% INCREASE IN PATIENTS IDENTIFYING AS LGBTQ WAS ALSO EVIDENT. OUR TRANSGENDER CENTER OF EXCELLENCE ALSO HAD PHENOMENAL GROWTH FROM 350 PATIENTS IN 2017 TO MORE THAN 850 IN 2019 BASED ON ITS COMMITMENT TO STIGMA-FREE, HIGH-QUALITY CARE. THE CARE DELIVERY PROCESS HAS BEEN REDESIGNED, RESULTING IN SHORTER PATIENT APPOINTMENT TIMES, MORE EFFECTIVE UTILIZATION OF PATIENT CARE TEAM MEMBERS, IMPROVED CLINICAL WORKFLOW, AND DAILY INTERDISCIPLINARY CROSS-DEPARTMENT COMMUNICATION. WE ALSO IMPLEMENTED A NEW ELECTRONIC HEALTH RECORD AND INVESTED IN A PATIENT CARE FUND TO ADDRESS BASIC NEEDS FOR OUR PATIENTS. IN 2019, WE ENHANCED OUR CLINICAL QUALITY IMPROVEMENT PLAN AND ADDED PROCESSES TO IMPROVE PATIENT OUTCOMES. AESTHETIC AND PHYSICAL INFRASTRUCTURE IMPROVEMENTS TO THE CLINIC INCLUDED EXPANDING AND RENOVATING WAITING AREAS AND THE ADDITION OF A CHECK-IN KIOSK. STAFF CONTINUE TO RECIEVE TRAINING IN SERVICE RECOVERY. A PATIENT CALL CENTER AND PHARMACY SERVICE CENTER, ALONG WITH ONLINE SCHEDULING WERE INTRODUCED IN 2019. QUALITY IMPROVEMENTS INCLUDED THE IMPLEMENTATION OF CHRONIC DISEASE MANAGEMENT AND INITIATING HIV RAPID START. HIGHER LEVELS OF PATIENT SATISFACTION AND INCREASED STAFF ENGAGEMENT WERE REPORTED BASED ON BOTH PATIENT AND CLINICAL ENGAGEMENT MEASURES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$9,250,283ExpenseAmt
Revenue$1,068,403RevenueAmt
DescTRILLIUM HEALTH'S CARE MANAGEMENT & SUPPORTIVE SERVICES PROGRAMS PROVIDE VITAL SERVICES TO HELP BREAK DOWN HISTORICAL BARRIERS TO HEALTH CARE, SUCH AS TRANSPORTATION, LOW HEALTH LITERACY, LACK OF INSURANCE, HOUSING INSTABILITY, AND FOOD INSECURITY. IN 2019, CLOSE TO 2,500 CARE MANAGEMENT SERVICES WERE DELIVERED, PROVIDING MUCH-NEEDED SUPPORT FOR OUR PATIENTS. THIS PAST YEAR WE RENOVATED THE WAITING AREA AND CARE MANAGEMENT SUITE, EXPANDING THE SPACE FOR CONSULTATION AND THE DELIVERY OF SUPPORTIVE SERVICES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$19,954,493TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document204IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee312EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 Address0OfficerMailingAddressInd
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 Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREA DEMEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5855457200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1259 MONROE AVENUEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14607ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CINDY BECKER
MEMBER/SECRETARY1.00Yes (X)Yes (X)$0$0$0
ANNIE BROOKS
MEMBER1.00Yes (X)$0$0$0
LINDA CLARK MD
MEMBER/CHAIR-PRO TEM/VICE CHAIR LEGISLATIVE1.00Yes (X)Yes (X)$0$0$0
WILLIAM CLARK
MEMBER1.00Yes (X)$0$0$0
JUDITH CRANSTON
MEMBER/VICE CHAIR GOVERNANCE1.00Yes (X)$0$0$0
RODNEY FUDGE
MEMBER1.00Yes (X)$0$0$0
BARRY JENCIK
MEMBER1.00Yes (X)$0$0$0
TODD JUSKO
MEMBER1.00Yes (X)$0$0$0
MARCUS KROLL
MEMBER/TREASURER/VICE CHAIR FINANCE AUDIT1.00Yes (X)Yes (X)$0$0$0
RAYMOND MAYEWSKI MD
MEMBER/VICE CHAIR QUALITY1.00Yes (X)Yes (X)$0$0$0
STUART MITCHELL
MEMBER1.00Yes (X)$0$0$0
DAVID QUICK
MEMBER1.00Yes (X)$0$0$0
VICTOR SANCHEZ
MEMBER1.00Yes (X)$0$0$0
CHRIS SARDELLA
MEMBER1.00Yes (X)$0$0$0
ROBERT BJ SCANLON
MEMBER/CHAIR1.00Yes (X)Yes (X)$0$0$0
JOSEPH SEARLES
MEMBER1.00Yes (X)$0$0$0
JIM VESPER
MEMBER1.00Yes (X)$0$0$0
MICHELLE LOPRESTI
MEMBER (TO 9/11/2018)1.00Yes (X)$0$0$0
ANDREA DEMEO
PRESIDENT & CEO37.50Yes (X)$333,863$0$26,314
ROBERT BIERNBAUM
SVP, CHIEF MEDICAL OFFICER37.50Yes (X)$283,237$0$33,603
MARK MALAHOSKY
VP, PHARMACY37.50Yes (X)$229,421$0$34,727
BILL BELECZ
SVP, CHIEF OPERATING OFFICER37.50Yes (X)$212,960$0$24,679
JASON BARNECUT-KEARNS
SVP, CFO37.50Yes (X)$217,372$0$20,166
WILLIAM VALENTI
SVP, STRATEGIC ADVNCMNT CHIEF37.50$249,658$0$17,799Yes (X)
MICHAEL MANCENIDO
STAFF PHYSICIAN37.50$233,681$0$12,831Yes (X)
GREG EWING
VP COMP & REGULATORY AFFAIRS37.50$214,917$0$25,061Yes (X)
LISA THOMPSON
VP COMMUNICATION & DEVELOP37.50$160,367$0$25,492Yes (X)
VICKI CHARLES
VP, HUMAN RESOURCES37.50$152,373$0$14,454Yes (X)
CHRISTOPHER WOODRING
DIRECTOR, PHARMACY OPERATIONS37.50$151,376$0$11,369Yes (X)
MARGARET RUSSELL
FORMER SVP, CFO37.50$137,835$0$4,862Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,577,060TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$251,357TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K25IndivRcvdGreaterThan100KCnt
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
HARTER SECREST & EMERY LLP
1600 BAUSCH LOMB PLACEROCHESTERNY146042711LEGAL CONSULTING$491,613
COMPHEALTH
1445 10 NORDEN PL 200NORWALKCT06855TEMPORARY STAFFING SERVICES$283,643
AP PROFESSIONALS OF ROCHESTER
500 LINDEN OAKSROCHESTERNY14625TEMPORARY STAFFING SERVICES$208,448
THE MARTIN GROUP LLC
10 EAST MAIN STREET SUITE 303VICTORNY14564ADVERTISING CONSULTANTS$200,716
EXECUTIVE PROTECTION OF MONROE COUNTY I
39 W MAIN STREETROCHESTERNY14614SECURITY$185,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Federated Campaigns$105,920FederatedCampaignsAmt
Fundraising$186,735FundraisingAmt
Government Grants$5,988,498GovernmentGrantsAmt
All Other Contributions$78,051AllOtherContributionsAmt
Total Contributions$6,359,204TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPATIENT REVENUEDesc
Business900099BusinessCd
Total Revenue Column$4,755,312TotalRevenueColumnAmt
Related Or Exempt Func Income$4,755,312RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,755,312TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$327,055TotalRevenueColumnAmt
Exclusion$327,055ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$187,380SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$187,380SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$187,380TotalRevenueColumnAmt
Exclusion$187,380ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$45,700FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$186,735ContriRptFundraisingEventAmt
Fundraising Direct Expenses$159,874FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$114,174TotalRevenueColumnAmt
Exclusion-$114,174ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$42,082,799GrossSalesOfInventoryAmt
Cost Of Goods Sold$23,792,325CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,290,474TotalRevenueColumnAmt
Related Or Exempt Func Income$18,290,474RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$19,489TotalRevenueColumnAmt
Related Or Exempt Func Income$19,489RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,489OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,824,740TotalRevenueColumnAmt
Related Or Exempt Func Income$23,065,275RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$400,261ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$863,003TotalAmt
Program Services$863,003ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,683,798TotalAmt
Program Services$1,135,671ProgramServicesAmt
Management And General$538,344ManagementAndGeneralAmt
Fundraising$9,783FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,676,391TotalAmt
Program Services$9,224,316ProgramServicesAmt
Management And General$4,372,618ManagementAndGeneralAmt
Fundraising$79,457FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$630,570TotalAmt
Program Services$423,471ProgramServicesAmt
Management And General$203,505ManagementAndGeneralAmt
Fundraising$3,594FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,494,814TotalAmt
Program Services$1,675,440ProgramServicesAmt
Management And General$805,156ManagementAndGeneralAmt
Fundraising$14,218FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,102,502TotalAmt
Program Services$740,407ProgramServicesAmt
Management And General$355,812ManagementAndGeneralAmt
Fundraising$6,283FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$386,691TotalAmt
Program Services$68,920ProgramServicesAmt
Management And General$309,040ManagementAndGeneralAmt
Fundraising$8,731FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,179TotalAmt
Program Services$4,666ProgramServicesAmt
Management And General$20,922ManagementAndGeneralAmt
Fundraising$591FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$140,500TotalAmt
Program Services$25,041ProgramServicesAmt
Management And General$112,286ManagementAndGeneralAmt
Fundraising$3,173FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$745,346TotalAmt
Program Services$132,843ProgramServicesAmt
Management And General$595,674ManagementAndGeneralAmt
Fundraising$16,829FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$367,954TotalAmt
Program Services$80,675ProgramServicesAmt
Management And General$285,923ManagementAndGeneralAmt
Fundraising$1,356FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$492,560TotalAmt
Program Services$212,689ProgramServicesAmt
Management And General$273,062ManagementAndGeneralAmt
Fundraising$6,809FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,110,050TotalAmt
Program Services$1,876,661ProgramServicesAmt
Management And General$161,153ManagementAndGeneralAmt
Fundraising$72,236FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$532,074TotalAmt
Program Services$393,989ProgramServicesAmt
Management And General$137,248ManagementAndGeneralAmt
Fundraising$837FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,620TotalAmt
Management And General$1,620ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$581,237TotalAmt
Program Services$248,475ProgramServicesAmt
Management And General$332,762ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$209,035TotalAmt
Program Services$189,902ProgramServicesAmt
Management And General$19,133ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SUPPLIES$1,388,084$1,388,084
EQUIPMENT EXPENSE$842,922$382,816$458,305$1,801
PHARMACEUTICALS$365,298$365,298
OTHER$281,265$68,190$205,955$7,120

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$580,043TotalAmt
Program Services$453,936ProgramServicesAmt
Management And General$126,107ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,501,936TotalAmt
Program Services$19,954,493ProgramServicesAmt
Management And General$9,314,625ManagementAndGeneralAmt
Fundraising$232,818FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,092,747BOYAmt
EOY$1,474,893EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,404,947BOYAmt
EOY$1,478,323EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,097,122BOYAmt
EOY$3,053,988EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,174,852BOYAmt
EOY$1,408,645EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$528,756BOYAmt
EOY$678,150EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,061,735LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,432,099LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,959,919BOYAmt
EOY$6,629,636EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,073,639BOYAmt
EOY$14,584,049EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,331,982BOYAmt
EOY$29,307,684EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,318,654BOYAmt
EOY$6,283,950EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$688,588EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$999,049BOYAmt
EOY$1,107,305EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,317,703BOYAmt
EOY$8,079,843EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,962,925BOYAmt
EOY$21,188,622EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,354BOYAmt
EOY$39,219EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,014,279BOYAmt
EOY$21,227,841EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,331,982BOYAmt
EOY$29,307,684EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$322,804ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$109,242NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other OrganizationsYes (1)GrantsOtherOrganizationsInd
Grants Other Organizations$140,500GrantsOtherOrganizationsAmt
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$140,500TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTRILLIUM HEALTH CONTRIBUTED FUNDS TO OTHER ORGANIZATIONS INVOLVED IN THE DEVELOPMENT AND IMPLEMENTATION OF HEALTH CARE, EDUCATION AND ADVOCACY.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$210,000OtherCostOrOtherBasisAmt
Book Value$210,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,278,799OtherCostOrOtherBasisAmt
Book Value$2,278,799BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,656,386OtherCostOrOtherBasisAmt
Depreciation$996,034DepreciationAmt
Book Value$660,352BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,278,727OtherCostOrOtherBasisAmt
Depreciation$2,436,065DepreciationAmt
Book Value$842,662BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,637,823OtherCostOrOtherBasisAmt
Book Value$2,637,823BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,629,636TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED COMPENSATION$516,167
EMPLOYEE BENEFITS PAYABLE$216,323
DEFERRED RENT LEVELING$374,815
FieldValueIRS element (for citing)
Total Liability$1,107,305TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$53,667,697TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$109,242NetUnrealizedGainsInvstAmt
Other Revenue$23,952,199OtherRevenueAmt
Revenue Not Reported$23,842,957RevenueNotReportedAmt
Revenue Subtotal$29,824,740RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,824,740TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$53,454,135TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$23,952,199OtherExpensesIncludedAmt
Expenses Not Reported$23,952,199ExpensesNotReportedAmt
Expenses Subtotal$29,501,936ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$29,501,936TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 159,874. COST OF GOODS SOLD 23,792,325.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 159,874. COST OF GOODS SOLD 23,792,325.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1RED RIBBON RIDEEvent1Nm
Gross Receipts Event1$29,361GrossReceiptsEvent1Amt
Charitable Contri Event1$29,361CharitableContriEvent1Amt
Rent Facility Costs Event1$215RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,596FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$11,917OtherDirectExpensesEvent1Amt
Event2WHITE PARTYEvent2Nm
Gross Receipts Event2$179,426GrossReceiptsEvent2Amt
Charitable Contri Event2$135,176CharitableContriEvent2Amt
Gross Revenue Event2$44,250GrossRevenueEvent2Amt
Rent Facility Costs Event2$53,687RentFacilityCostsEvent2Amt
Food And Beverage Event2$33,975FoodAndBeverageEvent2Amt
Entertainment Event2$6,774EntertainmentEvent2Amt
Other Direct Expenses Event2$39,815OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$23,648GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$22,198CharitableContriOtherEventsAmt
Gross Revenue Other Events$1,450GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$5,909RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,856FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$3,130OthDirectExpnssOtherEventsAmt
Gross Receipts Total$232,435GrossReceiptsTotalAmt
Charitable Contributions Tot$186,735CharitableContributionsTotAmt
Gross Revenue Total Events$45,700GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$59,811RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$38,427FoodAndBeverageTotalEventsAmt
Entertainment Total Events$6,774EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$54,862OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$159,874DirectExpenseSummaryEventsAmt
Net Income Summary-$114,174NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
HOUSING ASSISTANCE451$579,822CASH PAYMENT
UTILITIES ASSISTANCE39$29,018CASH PAYMENT
TRANSPORTATION ASSISTANCE184$121,785CASH PAYMENT
FOOD ASSISTANCE20344$118,496CASH PAYMENT
OTHER ASSISTANCE111$13,882CASH PAYMENT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTRILLIUM HEALTH, INC. FOLLOWS ALL GRANT GUIDELINES FOR DETERMINING RECIPIENTS AND MONITORING THE ORGANIZATION'S COMPLIANCE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
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 PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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
ANDREA DEMEO
PRESIDENT & CEO$263,234$0$38,000$0$32,629$0$7,189$0$19,125$0$360,177$0$0$0
ROBERT BIERNBAUM
SVP, CHIEF MEDICAL OFFICER$242,426$0$34,333$0$6,478$0$6,857$0$26,746$0$316,840$0$0$0
MARK MALAHOSKY
VP, PHARMACY$188,301$0$36,410$0$4,710$0$5,708$0$29,019$0$264,148$0$0$0
BILL BELECZ
SVP, CHIEF OPERATING OFFICER$180,751$0$25,461$0$6,748$0$4,947$0$19,732$0$237,639$0$0$0
JASON BARNECUT-KEARNS
SVP, CFO$165,577$0$46,188$0$5,607$0$4,971$0$15,195$0$237,538$0$0$0
WILLIAM VALENTI
SVP, STRATEGIC ADVNCMNT CHIEF$212,142$0$31,348$0$6,168$0$5,742$0$12,057$0$267,457$0$0$0
MICHAEL MANCENIDO
STAFF PHYSICIAN$233,575$0$0$0$106$0$4,843$0$7,988$0$246,512$0$0$0
GREG EWING
VP COMP & REGULATORY AFFAIRS$197,662$0$11,875$0$5,380$0$4,718$0$20,343$0$239,978$0$0$0
LISA THOMPSON
VP COMMUNICATION & DEVELOP$141,450$0$13,859$0$5,058$0$3,710$0$21,782$0$185,859$0$0$0
VICKI CHARLES
VP, HUMAN RESOURCES$127,655$0$17,422$0$7,296$0$3,572$0$10,882$0$166,827$0$0$0
CHRISTOPHER WOODRING
DIRECTOR, PHARMACY OPERATIONS$151,376$0$0$0$0$0$3,047$0$8,322$0$162,745$0$0$0
MARGARET RUSSELL
FORMER SVP, CFO$47,244$0$0$0$90,591$0$0$0$4,862$0$142,697$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4AMARGARET RUSSELL (FORMER CFO) RECEIVED SEVERANCE PAYMENTS OF $89,087 WHICH ARE INCLUDED IN COLUMN (B)(III) OF PART II OF THIS SCHEDULE.
PART I, LINE 7THE PRESIDENT IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS AS PART OF THE EMPLOYMENT CONTRACT, WHICH IS DETERMINED BY THE BOARD OF DIRECTORS. IN FISCAL 2019, SENIOR MANAGEMENT AND STAFF MEMBERS ALSO RECEIVED BONUSES DETERMINED BY THE PRESIDENT THAT WERE BASED ON ORGANIZATIONAL PERFORMANCE MEASURES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1TRILLIUM HEALTH IS A FEDERALLY QUALIFIED HEALTH CENTER LOOK-ALIKE. OUR MISSION IS TO PROMOTE HEALTH EQUITY BY PROVIDING PRIMARY AND SPECIALTY HEALTH CARE AND SUPPORTIVE SERVICES TO UNDERSERVED COMMUNITIES AND VULNERABLE POPULATIONS, INCLUDING LGBTQ COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY. TRILLIUM HEALTH'S COMPREHENSIVE AND COORDINATED MODEL OF CARE HELPS TO LINK AND RETAIN PEOPLE IN CARE, THEREBY OPTIMIZING HEALTH OUTCOMES, AVOIDING UNNECESSARY HOSPITAL VISITS, DECREASING HEALTH CARE COSTS, AND FOSTERING HEALTHIER COMMUNITIES. TRILLIUM HEALTH ADDRESSES THE SOCIAL DETERMINANTS OF HEALTH BY PROVIDING CLINICAL SERVICES, INCLUDING HEALTH CARE, COMMUNITY HEALTH OUTREACH PROGRAMMING, CARE MANAGEMENT, AN ON-SITE DIAGNOSTIC LABORATORY, AN ON-SITE PHARMACY, AND MORE. OUR COMMUNITY HEALTH CENTER IN ROCHESTER, NEW YORK, OFFERS PRIMARY, AND SPECIALTY CARE, MENTAL HEALTH, PHARMACY AND DIAGNOSTIC LAB SERVICES, ALONG WITH PROGRAMS THAT ADDRESS FOOD AND HOUSING INSECURITY, AND TESTING AND TREATMENT FOR THOSE AT RISK FOR HIV AND HEPATITIS C. IN 2019 WE OPENED A SECOND SITE WHERE WE EXPANDED SERVICES TO INCLUDE GYNECOLOGICAL CARE & WELLNESS AND PEDIATRICS. TRILLIUM HEALTH IS A LEADER IN GOVERNOR ANDREW CUOMO'S END THE HIV EPIDEMIC BY 2020 INITIATIVE AND CONTINUED ITS DESIGNATION AS A RYAN WHITE CLINIC IN 2019. TRILLIUM HEALTH IS THE LARGEST PROVIDER OF PREP (PRE-EXPOSURE PROPHYLAXIS - A ONCE-PER-DAY PILL TO PREVENT HIV) OUTSIDE OF NEW YORK CITY. OUR MAIN CLINIC AT 259 MONROE AVENUE HAS 17 DEDICATED EXAM ROOMS, AND OUR EXPERIENCED MEDICAL TEAM FOCUSES ON DELIVERING PATIENT-CENTERED CARE. OVERALL, OUR PATIENT CENSUS HAS INCREASED BY 328 PERCENT SINCE 2015, REPRESENTING SIGNIFICANT GROWTH FOR TRILLIUM HEALTH OVER LESS THAN FIVE YEARS. IN 2019, WE IMPLEMENTED TECHNOLOGICAL SOLUTIONS TO INCREASE ACCESS TO OUR SERVICES, INCLUDING ONLINE SCHEDULING AND ACCESS TO TELEPREP. IN 2019, WE LAUNCHED A MOBILE CLINIC IN ROCHESTER. TRILLIUM HEALTH'S MOBILE CLINIC BRINGS HEALTH CARE TO UNDERSERVED COMMUNITIES. THE MOBILE CLINIC IS EQUIPPED WITH TWO PRIVATE EXAM ROOMS AND A DEDICATED WAITING AREA. ITS SERVICES INCLUDE TREATMENT FOR ACUTE AND COMMON CONDITIONS, GENERAL WELLNESS CHECK-UPS, TESTING AND TREATMENT, PREVENTION EDUCATION, HELP WITH INSURANCE, AND CONNECTIONS TO CARE. TRILLIUM HEALTH OPERATES WITHIN A NINE-COUNTY SERVICE AREA. SERVING RURAL AREAS OUTSIDE OF ROCHESTER ARE TWO SATELLITE OFFICES IN BATH AND GENEVA, NEW YORK. TRILLIUM HEALTH'S SATELLITE OFFICES IN BATH AND GENEVA, NEW YORK OFFER TESTING FOR STI'S AND STD'S, CARE MANAGEMENT SERVICES, AND LINKAGES TO CARE. THE IMPACT OF THE OPIOID EPIDEMIC ON THE LOCAL COMMUNITY CONTINUES TO AFFECT COMMUNITIES ACROSS THE COUNTRY. TRILLIUM HEALTH'S HARM REDUCTION PROGRAM, WHICH STARTED IN 1993, IS LOCATED ON CENTRAL AVENUE IN ROCHESTER. THE PROGRAM HAS EXPANDED ITS SERVICES TO HELP PEOPLE WHO ARE USING DRUGS AND MEET THE NEEDS OF COMMUNITY STAKEHOLDERS. OUR HARM REDUCTION PROGRAM OFFERS STIGMA-FREE SUPPORT TO INDIVIDUALS WHO ARE NOT ABSTINENT FROM DRUG USE, PROVIDING EDUCATION TO PREVENT DISEASE AND FATALITY, AND REACHING VULNERABLE POPULATIONS AND ACTING AS A POINT OF ENTRY TO OTHER SOCIAL SERVICES. OTHER SIGNIFICANT ACCOMPLISHMENTS IN 2019 INCLUDED PROVIDING MEDICALLY-ASSISTED TREATMENT BY 11 PROVIDERS WHO OBTAINED SUBOXONE LICENSURE, INCREASING OUR TREATMENT SLOTS TO 1,175. IN 2019, WE SERVED MORE THAN 1,900 INDIVIDUALS FOR A TOTAL 6, 266 ENCOUNTERS. APPROXIMATELY 2,500 INDIVIDUALS WERE TRAINED IN OPIOID OVERDOSE PREVENTION AND MORE THAN 2,300 NARCAN KITS WERE DISTRIBUTED TO THE COMMUNITY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM. TRILLIUM HEALTH'S BOARD OF DIRECTORS FINANCE COMMITTEE AND THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR REVIEWING AND APPROVING THE 990 IN DETAIL. COPIES OF THE 990 ARE MADE AVAILABLE TO ALL BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH A WRITTEN CONFLICT OF INTEREST POLICY. REGULAR TRAININGS REINFORCE THE COMPLIANCE POLICY AT ALL LEVELS OF THE ORGANIZATION AND WHEN ONBOARDING NEW EMPLOYEES. THE ORGANIZATION'S COMPLIANCE PROGRAM IS BASED ON THE FEDERAL AND STATE COMPLIANCE ELEMENTS AND ENFORCED BY THE CHIEF COMPLIANCE OFFICER, WHO OVERSEES AND MONITORS ALL COMPLIANCE ACTIVITIES AND WHO REPORTS TO THE CEO. THE CHIEF COMPLIANCE OFFICER REVIEWS AND UPDATES THE ORGANIZATION'S COMPLIANCE PROGRAM AND POLICIES ON AN ANNUAL BASIS OR AS NEEDED TO REFLECT CHANGING RISKS AND EMERGING THREATS, AND PROVIDES PERIODIC UPDATES TO THE ORGANIZATION'S BOARD OF DIRECTORS AND STAFF ON THE ORGANIZATION'S COMPLIANCE ACTIVITIES AND OVERSEES INTERNAL AUDIT ACTIVITIES. THE COMPLIANCE PROGRAM PROMOTES OPEN LINES OF COMMUNICATION FOR SUSPECTED COMPLIANCE VIOLATIONS AND ALLOWS ANONYMOUS REPORTING THROUGH ITS COMPLIANCE HOTLINE. ALL OFFICERS, DIRECTORS, AND EMPLOYEES COMPLETE A CONFLICT OF INTEREST FORM WHEN THEY BEGIN A RELATIONSHIP WITH THE ORGANIZATION AND THEN AGAIN ON AN ANNUAL BASIS. THE CHIEF COMPLIANCE OFFICER REVIEWS THESE FORMS TO IDENTIFY ACTUAL CONFLICTS AND TAKES THE APPROPRIATE STEPS, COORDINATING WITH THE APPROPRIATE RESOURCES TO RESOLVE THE MATTER.
FORM 990, PART VI, SECTION B, LINE 15TRILLIUM HEALTH'S BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO). TO ENSURE THAT THE BOARD HAS THE INFORMATION IT NEEDS TO CARRY OUT THIS RESPONSIBILITY, THE ORGANIZATION ENGAGES AN INDEPENDENT OUTSIDE COMPENSATION AND BENEFITS CONSULTING FIRM TO CONDUCT AN APPROPRIATE, PERIODIC MARKET ANALYSIS OF CEO COMPENSATION AND BENEFITS. THE BOARD UTILIZES THE INFORMATION TO MAKE DECISIONS ABOUT CEO COMPENSATION AND BENEFITS. THE CEO ALSO ENGAGES AN INDEPENDENT OUTSIDE COMPENSATION AND BENEFITS CONSULTING FIRM TO CONDUCT AN APPROPRIATE, PERIODIC MARKET ANALYSIS OF OTHER EXECUTIVE COMPENSATION AND BENEFITS TO ESTABLISH AND MAKE DECISIONS ABOUT COMPENSATION AND BENEFITS FOR EXECUTIVE/KEY MANAGEMENT POSITIONS.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION'S IRS FORM 990 IS AVAILABLE UPON REQUEST AND ON THE WEBSITE GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR TO THE PROCESS THAT THE ORGANIZATION HAS IN PLACE FOR THE OVERSIGHT OF THE AUDIT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
TRILLIUM HEALTH REAL ESTATE HOLDINGS LLC
259 MONROE AVENUEROCHESTERNY14607824256595REAL ESTATE HOLDING COMPANYNY$0$2,218,756TRILLIUM HEALTH INC
PATHWAY PEDIATRICS LLC
259 MONROE AVENUEROCHESTERNY14607203871719MEDICAL SERVICESNY$148,981$19,694TRILLIUM HEALTH INC