2025-11-17T12:36:09-06:00 2024-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2024-01-01 161080163 INDEPENDENT HEALTH ASSOCIATION INC INDE 7166313001 511 FARBER LAKES DRIVE BUFFALO NY 14221 MICHAEL W CROPP MD CEO 7166313001 2025-11-17 1 0 SHAWNA M JANSONS P01222873 3174648600 2024 2025-03-06 01:10:19Z MICHAEL W CROPP MD 511 FARBER LAKES DRIVE BUFFALO NY 14221 1971463532 0 X WWW.INDEPENDENTHEALTH.COM X 1980 NY PROVIDES HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE. 16 15 1492 421 0 0 0 0 1595103340 1696804673 4776817 35225370 538143 689859 1600418300 1732719902 4588733 3219750 1455999102 1538084777 93907275 90602767 0 0 0 121707425 115908035 1676202535 1747815329 -75784235 -15095427 840495742 776718863 382413621 351262992 458082121 425455871 X PROVIDES HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE. 0 0 1594522390 3219750 1696804673 INDEPENDENT HEALTH ASSOCIATION (IHA) COORDINATES THE DELIVERY OF QUALITY HEALTH CARE COVERAGE THROUGH CONTRACTS WITH THE INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK (IPAWNY), A TAXABLE NON-PROFIT, FOR ITS COMMERCIAL AND MEDICARE HMO PRODUCTS WITHIN THE EIGHT COUNTIES OF WESTERN NEW YORK (WNY). IHA ALSO PROVIDES COVERAGE AND COORDINATES SERVICES TO ITS MEDICAID HMO PRODUCT (WHICH INCLUDES TRADITIONAL MEDICAID (MA) OFFERINGS, THE CHILD HEALTH PLUS (CHP) PROGRAM, AS WELL AS THE ESSENTIAL PLAN (EFFECTIVE JANUARY 1, 2016), AND THE HEALTH AND RECOVERY PLAN (HARP) (EFFECTIVE JULY 1, 2016) 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). 1594522390 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 151 0 1 1492 1 0 1 BD 0 0 0 0 1 0 X 16 15 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 1 0 NY X JARED GROSS 7166313001 511 FARBER LAKES DRIVE BUFFALO NY 14221 MICHAEL W CROPP MD PRESIDENT (END 02/24) & CEO 32.00 20.00 X X 1908011 0 583975 KATHLEEN MYLOTTE MD CHAIRPERSON 10.00 0.00 X X 115100 0 0 DANIEL B WEINTRAUB CPA BOARD MEMBER 4.00 0.00 X 83500 0 8030 DONALD K BOSWELL VICE CHAIRPERSON 4.00 0.00 X X 67500 0 411 PATRICIA SMITH BOARD MEMBER 4.00 0.00 X 64750 0 411 DAVID J MCNAMARA ESQ BOARD MEMBER 4.00 0.00 X 56750 0 3597 DANIEL GAGLIARDO BOARD MEMBER 4.00 0.00 X 48500 0 10790 LISA MENDONZA MD BOARD MEMBER 4.00 0.00 X 44500 0 10790 GERARD T MAZURKIEWICZ CPA BOARD MEMBER 4.00 0.00 X 54500 0 411 PAMELA D REED MD BOARD MEMBER 4.00 0.00 X 54500 0 0 DAVID PAWLOWSKI MD BOARD MEMBER 4.00 0.00 X 42500 0 10790 FUAD SHERIFF MD BOARD MEMBER 4.00 0.00 X 43500 0 8030 ANDREW DORN JR BOARD MEMBER (BEG 04/24) 4.00 0.00 X 48750 0 0 YVONNE S MINOR-RAGAN PHD BOARD MEMBER 4.00 1.00 X 46500 0 411 MANSI DEMLA BOARD MEMBER 4.00 0.00 X 44500 0 0 THOMAS J FOELS MD BOARD MEMBER 4.00 0.00 X 44500 0 0 ANTHONY BAYNES BOARD MEMBER (END 4/24) 4.00 0.00 X 0 0 10790 JAMES DUNLOP TREAS, EVP CFO/PRES. (END/BEG 02/24) 33.00 14.00 X 914891 0 335008 ANTHONY BILLITTIER EVP-CHF MEDICAL OFCR 22.00 21.00 X 718300 0 436862 KENNETH SODARO SEC -EVP-GENERAL COUNSEL 26.00 15.00 X 508805 0 119851 JARED GROSS EVP-CFO/TREASURER (BEG 02/24) 27.00 10.00 X 439427 0 18871 NICOLE BRITTON VP-CHIEF COMPLIANCE OFFICER 32.00 11.00 X 211405 0 31923 JOHN REID RODGERS EVP-CHIEF OPERATING OFFICER 34.00 17.00 X 1455354 0 497886 PATRICIA C CLABEAUX EVP-CHIEF HR OFFICER 28.00 18.00 X 898576 0 377220 ERIC J DECKER SVP-INFORMATION TECHNOLOGY CIO 33.00 14.00 X 535298 0 88413 RICHARD M ARGENTIERI SVP-CHIEF SALES & MARKETING OFFICER 33.00 15.00 X 442461 0 165249 ROBERTA D RIFKIN SVP-GOVT AFFAIRS & STRAT PRTNRSHPS 27.00 16.00 X 392814 0 200392 CHERYL FRIEDMAN SVP-HEALTH CARE SRVCS. (END 9/24) 21.00 13.00 X 541665 0 27730 MARGARET STEFFAN SVP-FINANCE & CAO (END 11/24) 20.00 14.00 X 402320 0 165147 AMIN M SEREHALI SVP-CHIEF DATA & ANALYTICS OFFICER 38.00 14.00 X 455836 0 75843 ANTHONY MONTAGNA SVP-CHIEF NETWORK OFFICER 29.00 19.00 X 361799 0 137579 ANNE O'NEILL SVP-CHIEF RISK OFFICER 32.00 12.00 X 339011 0 128059 DAVID SHUTE SVP-OPERATIONS - (END 11/24) 22.00 9.00 X 406083 0 40081 ROBERT TRACY SVP-GOVERNMENT PROGRAMS 33.00 13.00 X 361109 0 77920 DAVE MIKA SVP-BUSINESS SERVICES & OPERATIONS 32.00 16.00 X 353712 0 61356 PETER GHIL SVP-CHIEF ACTUARIAL OFFICER 42.00 16.00 X 314272 0 75756 MIKE REILLY SVP-CHF HC INNV. & STRAT. (END 7/24) 14.00 11.00 X 341893 0 18471 PETER JABRUCKI VP-CHIEF INFORMATION SECURITY OFFICER 32.00 13.00 X 242501 0 44812 GEORGE WANDS VP-CHIEF AUDIT OFFICER 31.00 11.00 X 210287 0 42514 TIMOTHY HALEY MEDICAL DIRECTOR-MEDICAL POLICY & UM 12.00 29.00 X 377089 0 42295 DEIRDRE WHEAT MED DIR-QUALITY & POP. HEALTH MGMT 19.00 26.00 X 366192 0 46681 JOSHUA ZALEN VP-IT SERVICE OPERATIONS 29.00 24.00 X 338141 0 44807 JONATHAN BUROW VP-CUST EXPERIENCE & DIGITAL TRANS 33.00 13.00 X 338627 0 40896 LESLEY HAAK VP-IT APPLICATION DELIVERY 30.00 17.00 X 330441 0 18723 JOHN MINEO FORMER OFFICER (END 04/23) 0.00 0.00 X 597516 0 439 15963686 0 4009220 405 1 1 0 INDEPENDENT PRACTICE ASSOCIATION OF WNY 511 FARBER LAKES DRIVE BUFFALO NY 14221 MEDICAL & PHARMACY 1111614121 LIBERTY DENTAL NEW YORK IPA LLC 340 COMMERCE STE 100 IRVINE CA 92602 DENTAL BENEFITS COMPANY 29203769 WNY COORDINATED MEDICAL CARE PC 511 FARBER LAKES DRIVE BUFFALO NY 14221 MEDICAL SERVICES 18160000 VATICA HEALTH INC 11800 AMBERPARK DRIVE SUITE 230 ALPHARETTA GA 30009 MEDICAL SERVICES 16120226 ATOS SYNTEL INC 4581 REGENT BLVD IRVING TX 75063 INFORMATION TECHNOLOGY 13335148 188 PREMIUMS,REINSURANCE,& 524114 1696804673 1696804673 1696804673 8596579 8596579 551480 551480 157862 19483 138379 138379 138379 265336938 16000 238471185 252962 26865753 -236962 26628791 26628791 1732719902 1696804673 0 35915229 3219750 3219750 1538084777 1538084777 17431059 17431059 47136869 19024763 28112106 -5123043 746705 -5869748 21792321 4412329 17379992 9365561 1497544 7868017 2514618 2514618 466740 466740 90265 90265 579629 579629 35285822 54726 35231096 5216420 699 5215721 9083895 227820 8856075 19666265 19666265 1584889 1584889 147370 14995 132375 14057 1145 12912 -1811227 -1811227 10761849 10761849 1853489 717875 1135614 GME SURCHARGE 24025037 24025037 NYS ASSESSMENT/ACA 1615383 1615383 WELLNESS REWARDS 1229090 1229090 DUES 587744 24555 563189 2996700 1240580 1756120 1747815329 1594522390 153292939 0 6438163 12443218 267492258 242582100 35174596 50324472 137963974 90219144 55270662 47744830 284780010 135078927 1563750 1520000 189776303 287025316 840495742 776718863 107704389 86730573 8247971 13017230 4599506 5023191 78850000 85900000 183011755 160591998 382413621 351262992 X 284473061 238209656 173609060 187246215 458082121 425455871 840495742 776718863 -15095427 -17530823 0 X 0 1 X 1 1 1 0 1 X 542713 542713 23772167 11135848 12636319 19072584 15419138 3653446 37112186 27641989 9470197 57464324 36022169 21442155 47744830 INVESTMENTS HELD IN ESCROW PER NYSDOH REGULATION 98-1.11CF 79226124 INVESTMENT IN AFFILIATES 207799192 287025316 BENEFITS PAYABLE 67893888 CAPITATION PAYABLE 17564712 INTERCOMPANY PAYABLE 46733398 LEGAL SETTLEMENT PAYABLE 28400000 160591998 X 1709032018 -17530821 4368137 -13162684 1722194702 10525200 10525200 1732719902 1750647272 -10525200 -10525200 1761172472 -13357143 -13357143 1747815329 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, 2024 AND 2023. THE ASSOCIATION DID NOT RECORD INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2024 AND 2023. THE ASSOCIATION IS SUBJECT TO U.S. FEDERAL INCOME TAX AND INCOME TAX IN VARIOUS STATE JURISDICTIONS. AS OF DECEMBER 31, 2024, THE ASSOCIATION'S TAX YEARS FOR 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATIONS BY FEDERAL TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME 977,926. NON-SERVICE NET PERIODIC PENSION COSTS NETTED AGAINST OTHER INCOME 2,914,662. ENCOUNTER PENALTY NETTED AGAINST INCOME 2,486,727. NON COMPLIANCE PENALTY NETTED AGAINST INCOME -11,178. OPERATING GRANT NETTED AGAINST INCOME -2,000,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: REINSURANCE RECOVERIES 4,092,037. RX REBATE 6,452,646. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B -19,483. PART XII, LINE 2D - OTHER ADJUSTMENTS: REINSURANCE RECOVERIES -4,092,037. RX REBATE -6,452,646. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B 19,483. PART XII, LINE 4B - OTHER ADJUSTMENTS: BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME 3,092,351. PENSION RELATED CHARGES AND NON-SERVICE NET PERIODIC PENSION COST -11,903,668. ENCOUNTER PENALTY NETTED AGAINST OTHER INCOME -2,486,727. LEGAL SETTLEMENT INTEREST EXPENSE NETTED AGAINST OTHER INCOME -4,070,277. OPERATING GRANT EXPENSE NETTED AGAINST OTHER INCOME 2,000,000. NONCOMPLIANCE PENALTY INCLUDED NETTED AGAINST OTHER INCOME 11,178. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES REINSURANCE 717875 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 37878864 0 0 0 0 0 0 38596739 0 38596739 0 0 1 0 0 0 1 AMHERST CHAMBER OF COMMERCE 400 ESSJAY ROAD SUITE 150 AMHERST NY 14221 160959485 501(C)(6) 24588 0 SPONSORSHIP BISONS BASEBALL INC ONE JAMES D GRIFFIN PLAZA BUFFALO NY 142032729 161193569 17468 0 SPONSORSHIP BUFFALO BILLS LLC ONE BILLS DRIVE ORCHARD PARK NY 14127 471762470 140858 0 SPONSORSHIP FOR HEALTHY LIVING BUFFALO SOCIETY OF NATURAL SCIENCES 1020 HUMBOLDT PARKWAY BUFFALO NY 14211 166000178 501(C)(3) 22999 0 SPONSORSHIP FOR HEALTHY LIVING BUFFALO NIAGARA PARTNERSHIP FOUNDATION INC 257 WEST GENESEE STREET SUITE 600 BUFFALO NY 14202 160761958 501(C)(3) 13275 0 SPONSORSHIP BUFFALO RIVERWORKS LLC 359 GANSON ST BUFFALO NY 14203 463720236 227078 0 SPONSORSHIP FOR HEALTHY LIVING BUFFALO URBAN LEAGUE INC 15 GENESEE ST BUFFALO NY 14203 160743940 501(C)(3) 7197 0 SPONSORSHIP FOR HEALTHY LIVING CANISIUS UNIVERSITY 2001 MAIN STREET BUFFALO NY 14208 160743209 501(C)(3) 11290 0 SPONSORSHIP CATHOLIC CHARITIES OF BUFFALO NEW YORK 741 DELAWARE AVENUE BUFFALO NY 14209 160743251 501(C)(3) 6987 0 SPONSORSHIP FOR HEALTHY LIVING ECMC FOUNDATION 462 GRIDER ST STE G1 BUFFALO NY 14215 223283946 501(C)(3) 72665 0 SPONSORSHIP ENDEAVOR WESTERN NEW YORK INC 211 RUSKIN ROAD AMHERST NY 14226 842898352 501(C)(3) 13974 0 SPONSORSHIP FEEDMORE FOUNDATION OF WESTERN NEW YORK INC 100 JAMES E CASEY DRIVE BUFFALO NY 14206 161475486 501(C)(3) 15721 0 SPONSORSHIP FOR HEALTHY LIVING GREEN OPTIONS BUFFALO (GOBIKESLOW ROLL) 640 ELLICOTT ST SUITE 447 BUFFALO NY 14203 272501533 501(C)(3) 40175 0 SPONSORSHIP FOR HEALTHY LIVING HISPANIC HERITAGE COUNCIL OF WNY INC PO BOX 361 BUFFALO NY 14201 800719778 501(C)(3) 13974 0 SPONSORSHIP HORIZON HEALTH SERVICES INC 55 DODGE ROAD GETZVILLE NY 14068 166198498 501(C)(3) 8734 0 SPONSORSHIP FOR HEALTHY LIVING INVEST BUFFALO NIAGARA INC 257 WEST GENESEE STREET SUITE 600 BUFFALO NY 142031425 161579523 501(C)(3) 34935 0 SPONSORSHIP INDEPENDENT HEALTH FOUNDATION 777 INTERNATIONAL DRIVE BUFFALO NY 14221 161417199 501(C)(3) 2000000 0 SPONSORSHIP JERICHO ROAD COMMUNITY HEALTH CENTER 184 BARTON ST BUFFALO NY 14213 451571876 501(C)(3) 61860 0 SPONSORSHIP FOR HEALTHY LIVING LMHF STRIVE TO THRIVE PROGRAM INC 3786 BROADWAY STREET CHEEKTOWAGA NY 14227 815207846 501(C)(3) 122273 0 SPONSORSHIP FOR HEALTHY LIVING LARKIN SQUARE LLC 726 EXCHANGE ST SUITE 825 BUFFALO NY 14210 454273897 59390 0 SPONSORSHIP LEADERSHIP BUFFALO 237 MAIN STREET SUITE 1500 BUFFALO NY 142032720 161363536 501(C)(3) 5240 0 SPONSORSHIP NIAGARA FRONTIER AUTOMOBILE DEALERS ASSOCIATION (NFADA) 1144 WEHRLE DRIVE WILLIAMSVILLE NY 14221 161194880 501(C)(3) 30743 0 SPONSORSHIP PEOPLE INC 1219 NORTH FOREST ROAD BUFFALO NY 14221 161450321 501(C)(3) 44018 0 SPONSORSHIP POLICE ATHLETIC LEAGUE 65 NIAGARA SQUARE 21ST FLOOR BUFFALO NY 14202 161468698 501(C)(3) 19464 0 SPONSORSHIP FOR HEALTHY LIVING RICH PRODUCTS CORPORATION 1150 NIAGARA ST PO BOX 245 BUFFALO NY 14240 311387980 39302 0 SPONSORSHIP SENECA DIABETES FOUNDATION PO BOX 309 IRVING NY 140810309 203214056 501(C)(3) 27948 0 SPONSORSHIP SHARED MOBILITY 640 ELLICOTT ST 441 BUFFALO NY 14203 465072814 501(C)(3) 38429 0 SPONSORSHIP FOR HEALTHY LIVING CENTER FOR HOSPICE AND PALLIATIVE CARE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 142271416 223141532 501(C)(3) 5240 0 SPONSORSHIP NATIONAL FEDERATION OF JUST COMMUNITIES OF WNY 360 DELAWARE AVENUE BUFFALO NY 14202 203185568 501(C)(3) 6987 0 SPONSORSHIP THE SUMMIT CENTER INC 150 STAHL ROAD GETZVILLE NY 14068 161095750 501(C)(3) 5240 0 SPONSORSHIP FOR HEALTHY LIVING 24 6 PART I, LINE 2: DONATIONS/CONTRIBUTION: SUPPORT IS PROVIDED TO COLLABORATING COMMUNITY PARTNERS WHO ALIGN WITH OUR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF THE WNY COMMUNITY. THE GRANTS OR SPONSORSHIPS ARE RECORDED IN THE FINANCIAL SYSTEM'S GENERAL LEDGER AS COMMUNITY PROGRAMS AND COPIES OF ALL PAYMENTS ARE KEPT ON FILE. X X X X X 1 1 0 0 0 0 0 0 0 MICHAEL W CROPP MD PRESIDENT (END 02/24) & CEO 1174601 0 701649 0 31761 0 569958 0 14017 0 2491986 0 221450 0 JOHN REID RODGERS EVP-CHIEF OPERATING OFFICER 627206 0 792305 0 35843 0 464090 0 33796 0 1953240 0 562013 0 PATRICIA C CLABEAUX EVP-CHIEF HR OFFICER 411367 0 479381 0 7828 0 322472 0 54748 0 1275796 0 348467 0 JAMES DUNLOP TREAS, EVP CFO/PRES. (END/BEG 02/24) 713997 0 194229 0 6665 0 261676 0 73332 0 1249899 0 0 0 ANTHONY BILLITTIER EVP-CHF MEDICAL OFCR 477750 0 230496 0 10054 0 369907 0 66955 0 1155162 0 77157 0 KENNETH SODARO SEC -EVP-GENERAL COUNSEL 401696 0 84502 0 22607 0 87795 0 32056 0 628656 0 0 0 ERIC J DECKER SVP-INFORMATION TECHNOLOGY CIO 397742 0 135508 0 2048 0 57186 0 31227 0 623711 0 41375 0 RICHARD M ARGENTIERI SVP-CHIEF SALES & MARKETING OFFICER 330713 0 108421 0 3327 0 135403 0 29846 0 607710 0 31597 0 JOHN MINEO FORMER OFFICER (END 04/23) 0 0 57629 0 539887 0 0 0 439 0 597955 0 57629 0 ROBERTA D RIFKIN SVP-GOVT AFFAIRS & STRAT PRTNRSHPS 291001 0 97786 0 4027 0 168291 0 32101 0 593206 0 28114 0 CHERYL FRIEDMAN SVP-HEALTH CARE SRVCS. (END 9/24) 250289 0 113042 0 178334 0 6432 0 21298 0 569395 0 32500 0 MARGARET STEFFAN SVP-FINANCE & CAO (END 11/24) 291854 0 107998 0 2468 0 146379 0 18768 0 567467 0 31050 0 AMIN M SEREHALI SVP-CHIEF DATA & ANALYTICS OFFICER 337524 0 115998 0 2314 0 48392 0 27451 0 531679 0 36741 0 ANTHONY MONTAGNA SVP-CHIEF NETWORK OFFICER 270417 0 90393 0 989 0 111225 0 26354 0 499378 0 28438 0 ANNE O'NEILL SVP-CHIEF RISK OFFICER 271799 0 65053 0 2159 0 95171 0 32888 0 467070 0 0 0 JARED GROSS EVP-CFO/TREASURER (BEG 02/24) 387293 0 50000 0 2134 0 0 0 18871 0 458298 0 0 0 DAVID SHUTE SVP-OPERATIONS - (END 11/24) 272053 0 98151 0 35879 0 14291 0 25790 0 446164 0 30000 0 ROBERT TRACY SVP-GOVERNMENT PROGRAMS 268940 0 89511 0 2658 0 49348 0 28572 0 439029 0 27556 0 TIMOTHY HALEY MEDICAL DIRECTOR-MEDICAL POLICY & UM 342880 0 30407 0 3802 0 12171 0 30124 0 419384 0 0 0 DAVE MIKA SVP-BUSINESS SERVICES & OPERATIONS 293250 0 56341 0 4121 0 29248 0 32108 0 415068 0 0 0 DEIRDRE WHEAT MED DIR-QUALITY & POP. HEALTH MGMT 334021 0 29738 0 2433 0 15388 0 31293 0 412873 0 0 0 PETER GHIL SVP-CHIEF ACTUARIAL OFFICER 260774 0 52087 0 1411 0 14463 0 61293 0 390028 0 0 0 JOSHUA ZALEN VP-IT SERVICE OPERATIONS 266897 0 69800 0 1444 0 13736 0 31071 0 382948 0 0 0 JONATHAN BUROW VP-CUST EXPERIENCE & DIGITAL TRANS 293300 0 44895 0 432 0 8924 0 31972 0 379523 0 0 0 MIKE REILLY SVP-CHF HC INNV. & STRAT. (END 7/24) 204807 0 80542 0 56544 0 16608 0 1863 0 360364 0 0 0 LESLEY HAAK VP-IT APPLICATION DELIVERY 262661 0 67152 0 628 0 14241 0 4482 0 349164 0 0 0 PETER JABRUCKI VP-CHIEF INFORMATION SECURITY OFFICE 210344 0 30978 0 1179 0 13907 0 30905 0 287313 0 0 0 GEORGE WANDS VP-CHIEF AUDIT OFFICER 182222 0 27105 0 960 0 13446 0 29068 0 252801 0 0 0 NICOLE BRITTON VP-CHIEF COMPLIANCE OFFICER 184023 0 27105 0 277 0 4113 0 27810 0 243328 0 0 0 PART I, LINES 4A-B PART 1, LINES 4A THE FOLLOWING LISTED PERSON FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH DURING 2024: JOHN MINEO - $537,602 CHERYL FRIEDMAN - $112,245 DAVID SHUTE - $13,568 PART I, LINES 4B ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457(A) AND 409(A). ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART VII: MICHAEL CROPP, M.D. - $221,450 JOHN RODGERS - $473,175 PATRICIA CLABEAUX - $279,945 ANTHONY BILLITTIER - $77,157 JOHN MINEO - $57,629 ERIC DECKER - $41,375 AMIN SEREHALI - $36,741 MARGARET STEFFAN - $31,050 CHERYL FRIEDMAN - $32,500 ROBERTA RIFKIN - $28,114 RICHARD ARGENTIERI - $31,597 ANTHONY MONTAGNA - $28,438 ROBERT TRACY - $27,556 DAVID SHUTE - $30,000 WNY COORDINATED MEDICAL CARE PC SEE PART V 18160000 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF INTERESTED PERSON: WNY COORDINATED 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 HEALTHCARE. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: HEADQUARTERED IN BUFFALO, INDEPENDENT HEALTH BEGAN OPERATIONS IN 1980 AND HAS CONSISTENTLY BEEN RATED AMONG THE TOP HEALTH PLANS IN THE COUNTRY FOR CUSTOMER SERVICE AND MEMBER SATISFACTION. INDEPENDENT HEALTH'S COMPREHENSIVE PORTFOLIO OF PROGRESSIVE PRODUCTS INCLUDES HMO, POS, PPO AND EPO PRODUCTS, MEDICARE AND MEDICAID PLANS, TRADITIONAL INDEMNITY INSURANCE, INDIVIDUAL AND SMALL GROUP EXCHANGE PRODUCTS, AND CONSUMER-DIRECTED PLANS, PLUS COVERAGE FOR SELF-FUNDED EMPLOYERS.INDEPENDENT HEALTH'S SUBSIDIARY COMPANIES INCLUDE PHARMACY BENEFIT DIMENSIONS, RELIANCE RX AND NOVA HEALTHCARE ADMINISTRATORS, INC. IHA OFFERS A VARIETY OF RESOURCES AND SELF-HELP TOOLS TO ITS MEMBERS, INCLUDING AN ONLINE HEALTH RISK ASSESSMENT TO GIVE THEM THE INFORMATION THEY NEED TO HELP CONTROL CURRENT AND PREVENT FUTURE PROBLEMS. PROGRAMS FOR MEMBERS, AS WELL AS THEIR 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. IN ADDITION, INDEPENDENT HEALTH OFFERS ACCESS TO HEALTHWISE, WHICH HAS HEALTH DECISION TOOLS, A HEALTH TOPIC LIBRARY, A SYMPTOM CHECKER AND MEDICATION INFORMATION. MEMBERS MAY ALSO DOWNLOAD INDEPENDENT HEALTH'S MYIH APP TO THEIR SMARTPHONES, WHICH THEY CAN USE TO SEARCH FOR PROVIDERS, ACCESS THEIR MEMBER ID CARD, AND CHECK THEIR BENEFITS. AS A RESOURCE TO ENGAGE WITH MEMBERS AT ANY POINT IN THEIR DAY OR ANY STAGE OF HEALTH, BROOK DIGITAL HEALTH COMPANION IS A DIGITAL PERSONAL ASSISTANT TO HELP PEOPLE WITH CHRONIC CONDITIONS, AS WELL AS PEOPLE LOOKING TO MAINTAIN THEIR GENERAL WELL-BEING AND BETTER MANAGE THEIR HEALTH VIA THEIR SMARTPHONE. THE FIRST CHRONIC CONDITION BROOK ADDRESSED WAS DIABETES. FOR MEMBERS DIAGNOSED WITH THE DISEASE, BROOK CAN HELP USERS TRACK THEIR DAILY BLOOD GLUCOSE LEVELS, MEALS, MEDICATIONS, SLEEPING PATTERNS AND EXERCISE. BASED ON A USER'S DATA INPUT AND ACTIVITY, BROOK CAN PROVIDE INSIGHT ON WHAT IS WORKING ALONG WITH RECOMMENDATIONS TO KEEP BLOOD SUGAR LEVELS IN A SAFE ZONE, ALLOWING MEMBERS TO TAKE THE GUESSWORK OUT OF UNDERSTANDING HOW DAILY DECISIONS AFFECT THEIR HEALTH. USERS CAN ACCESS BROOK 24 HOURS A DAY, SEVEN DAYS A WEEK, WHETHER THEY ARE IN BETWEEN DOCTOR VISITS, AT THE GROCERY STORE OR TRAVELING. BROOK BLENDS INTELLIGENT, TECHNOLOGY-BASED RESPONSES WITH THE INTERACTION AND HUMAN TOUCH THAT CAN ONLY COME FROM COMPASSIONATE, UNDERSTANDING EXPERTS. 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 CHRONIC HEART FAILURE AND RESIDE IN ERIE COUNTY. THIS PLAN INCLUDES PROVIDERS WHO SPECIALIZE IN TREATING CHRONIC HEART FAILURE. IT INCLUDES BENEFITS AND HEALTH PROGRAMS DESIGNED TO SERVE THE SPECIALIZED NEEDS OF PEOPLE WITH THIS CONDITION. IN ADDITION, ASSURE ADVANTAGE COVERS PRESCRIPTION DRUGS TO TREAT MOST MEDICAL CONDITIONS, INCLUDING THE DRUGS THAT ARE USUALLY USED TO TREAT CHRONIC HEART FAILURE. 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. 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. IN 2021, INDEPENDENT HEALTH INTRODUCED THE CARE FOR YOU PROGRAM TO HELP ITS MEMBERS WITH CHRONIC HEALTH CONDITIONS GET THE MEDICAL CARE AND ASSISTANCE THEY NEED WITHOUT HAVING TO NAVIGATE THE HEALTH CARE SYSTEM ALONE. IN PARTNERSHIP WITH WESTERN NEW YORK COORDINATED MEDICAL CARE PC, A PERSONAL CARE TEAM OF DOCTORS, NURSE PRACTITIONERS, NURSES, PHARMACISTS, DIETITIANS, AND OTHER PROVIDERS ALL WORK TOGETHER WITH THE MEMBERS' DOCTORS THROUGH ONE CENTRAL CONTACT WITH A GOAL OF PROVIDING THE RIGHT CARE, AT THE RIGHT TIME, IN THE RIGHT PLACE. DEPENDING ON AN INDIVIDUAL'S SPECIFIC LEVEL OF NEED, THE CARE FOR YOU PROGRAM MAY INCLUDE SUCH SERVICES AS COORDINATION OF URGENT CARE VISITS AND POST-HOSPITALIZATION NEEDS, PALLIATIVE CARE, AND OTHER SUPPORT WHEN NECESSARY. THROUGH ITS PARTNERSHIP WITH JERICHO ROAD COMMUNITY HEALTH CENTER, THE INDEPENDENT HEALTH GYM AND WELLNESS CENTER AT JERICHO ROAD IS HELPING THE COMMUNITY STAY FIT AND ACTIVE. LOCATED INSIDE JERICHO ROAD'S COMMUNITY HEALTH CENTER IN BUFFALO, THIS FACILITY IS DIFFERENT THAN TRADITIONAL GYMS AND IS SPECIFICALLY DESIGNED FOR EVERY PERSON AND BODY WITH SPECIAL SERVICES AND AMENITIES TO HELP LEAD A HEALTHIER LIFE. THE FACILITY IS LOCATED IN A ZIP CODE WITH SOME OF THE HIGHEST RATES OF DIABETES AND HIGH BLOOD PRESSURE IN THE REGION. IN JANUARY 2024, INDEPENDENT HEALTH AND JERICHO ROAD COMMUNITY HEALTH CENTER ANNOUNCED THE RENAMING OF THE MOG TO BE THE INDEPENDENT HEALTH GYM AND WELLNESS CENTER AT JERICHO ROAD DURING A SPECIAL RIBBON-CUTTING EVENT. AS ONE OF ONLY TWO FITNESS CENTERS ON BUFFALO'S EAST SIDE, THE RIBBON-CUTTING AND REDEDICATION EVENT MARKED A MILESTONE IN PROMOTING WELL-BEING AND ACCESSIBILITY TO FITNESS RESOURCES FOR PATIENTS OF JERICHO ROAD AND THE ENTIRE BUFFALO COMMUNITY. 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. IN FEBRUARY 2024, THE RMA STEERING COMMITTEE WAS FORMED AS PART OF A NEW PROCESS TO PLACE ORGANIZATIONAL FOCUS ON THE KEY AREAS OF (R) REVENUE, (M) MEDICAL EXPENSE AND (A) ADMINISTRATIVE SPEND IS A CRITICAL EVOLUTION TO THE BUSINESS MODEL. THIS OPPORTUNITY PRESENTS INDEPENDENT HEALTH WITH A RENEWED WAY FORWARD AND RIGOR TO PRIORITIZE WORK AND BETTER SUSTAIN THE FINANCIAL PERFORMANCE OF THE ORGANIZATION. 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 $23.3 MILLION DURING 2024. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: IHA'S REDSHIRT VOLUNTEER PROGRAM PROVIDES IHA ASSOCIATES AN OPPORTUNITY TO VOLUNTEER IN THEIR COMMUNITY, WHILE PROMOTING IHA AS A COMPANY THAT GIVES BACK TO WNY. REDSHIRT ASSOCIATE VOLUNTEERS PROVIDE THE REDSHIRT TREATMENT TO THE COMMUNITY THROUGH DIRECT ASSOCIATE INTERACTION AND EXHIBIT IHA'S MESSAGE OF QUALITY CARE THROUGHOUT WESTERN NEW YORK. THE REDSHIRT TREATMENT IS A COMPANY-WIDE COMMITMENT TO DEMONSTRATE OUR CORE VALUES OF BEING PASSIONATE, CARING, RESPECTFUL, COLLABORATIVE AND ACCOUNTABLE. TO DATE IN 2024, 406 IHA ASSOCIATES SERVED AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 99 COMMUNITY EVENTS, WHICH REPRESENTED MORE THAN 1,200 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 84 MEMBERS OF OUR LEADERSHIP FORUM AND JOINT LEADERSHIP TEAMS ARE VOLUNTEERS OR ACTIVE PARTICIPANTS AS DIRECTORS ON COMMUNITY BOARDS. THE INDEPENDENT HEALTH ASSOCIATES SUPPORTING THE COMMUNITY PROGRAM, FORMERLY KNOWN AS THE DRESS DOWN PROGRAM, ALLOWS ASSOCIATES TO MAKE A CHARITABLE CONTRIBUTION TO COMMUNITY ORGANIZATIONS. THIS PROGRAM HAS RESULTED IN SUBSTANTIAL SUPPORT FOR THE CHARITABLE ORGANIZATIONS IN OUR COMMUNITY AND DEMONSTRATES THE GOODWILL OF IHA ASSOCIATES. THE PROGRAM IS ASSOCIATE-DRIVEN WITH A GOAL TO BROADLY SUPPORT MANY 501(C)(3) ORGANIZATIONS THROUGHOUT WESTERN NEW YORK. IN 2024, IHA RAISED $12,376 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. THE 2024 CAMPAIGN RAISED MORE THAN $54,200. THE COMMUNITY ALSO BENEFITS FROM IHA'S SPONSORSHIPS THAT PROMOTE HEALTH AND WELLNESS. SINCE 2014, INDEPENDENT HEALTH HAS SUPPORTED GOBIKE (FORMERLY 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 UNITES APPROXIMATELY 1,200 RIDERS EACH YEAR. GOBIKE CELEBRATED 10 YEARS OF SKYRIDE LAST YEAR, WITH PLANS TO HOST THE 11TH ANNUAL EVENT ON JULY 20, 2025, AT LAKESIDE BIKE PARK, OUTER HARBOR BUFFALO. INDEPENDENT HEALTH WILL ONCE AGAIN SPONSOR THE DISTRIBUTION OF MORE THAN 200 BIKE HELMETS (ADULT AND YOUTH SIZES) THAT GOBIKE WILL OFFER TO COMMUNITY GROUPS AND AT COMMUNITY EVENTS LEADING UP TO SKYRIDE. FOR THE THIRD YEAR IN A ROW, INDEPENDENT HEALTH IS SPONSORING GOBIKE'S BIKE MONTH INITIATIVES DURING THE MONTH OF MAY, WHICH CREATES GREATER BRAND AWARENESS AND VISIBILITY FOR INDEPENDENT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES. THIS SPONSORSHIP LED TO GREATER INTERNAL EFFORTS BY INDEPENDENT HEALTH TO CAPITALIZE ON THE MONTH-LONG CELEBRATION, WHICH SPURRED THE OFFERING OF A COMMUNITY-WIDE CONTEST. ENTRANTS ARE ONCE AGAIN ASKED TO SUBMIT SHORT STORIES ON WHY THEY LOVE BIKING IN WNY WITH ONE WINNER SET TO RECEIVE A $200 AMAZON.COM GIFT CARD ALONG WITH COMPLIMENTARY SKYRIDE REGISTRATIONS, TWO FREE REDDY BIKESHARE MEMBERSHIPS (OR ADDITIONAL RIDING CREDITS FOR CURRENT MEMBERS) AND A PRIZE PACK FROM INDEPENDENT HEALTH. THE CONTEST RUNS THROUGH THE MONTH OF MAY AND IS PRIMARILY PROMOTED AT COMMUNITY EVENTS AND ON SOCIAL MEDIA, WITH ADDITIONAL SUPPORT FROM SUCH PARTNERS AS GOBIKE AND REDDY BIKESHARE. 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. NOW IN ITS 10TH SEASON, REDDY BIKESHARE OFFERS 500 REDDY AND REDDY+ BIKES AT 110 STATIONS ACROSS BUFFALO AND NIAGARA FALLS. THE REDDY+ BIKES ARE CLASS 1 ELECTRIC PEDAL-ASSIST BIKES, COMMONLY REFERRED TO AS E-BIKES, AND GIVE RIDERS A GENTLE BOOST WHILE PEDALING, MAKING IT POSSIBLE TO RIDE FARTHER AND LONGER. IN 2024, RIDERS USED A REDDY+ BIKE FOR MORE THAN 5,000 TRIPS, TRAVELING NEARLY 187,000 MILES. ADDITIONAL BIKES ARE EXPECTED TO BE ADDED TO THE FLEET IN 2025. BY THE END OF LAST YEAR AS A WRAP ON THE NINTH SEASON, REDDY BIKESHARE REPORTED A TOTAL OF 13,265 RIDERS WHO COLLECTIVELY BURNED 4.9 MILLION CALORIES BY TRAVELING NEARLY 122,000 MILES ACROSS WESTERN NEW YORK. IN JULY 2024, REDDY EXPANDED INTO THE CITY OF TONAWANDA WITH TWO NEW STATIONS AT THE INTERMODAL HUB & TRAIL (36 YOUNG STREET) AND NIAWANDA PARK, ACROSS FROM NIAGARA AND FRANKLIN STREET. SINCE INCEPTION, REDDY BIKESHARE IS RESPONSIBLE FOR HELPING NEARLY 96,000 RIDERS BURN MORE THAN 72.6 MILLION CALORIES BY TRAVELING A TOTAL OF 690,923 MILES. ALSO THIS YEAR, REDDY BIKESHARE IS OFFERING ITS THIRD ANNUAL 100-MILE CHALLENGE, ENCOURAGING RIDERS TO TRAVEL 100 MILES IN A SEASON FOR THE CHANCE TO WIN A PRIZE. MORE THAN 100 RIDERS COMPLETED THE CHALLENGE LAST YEAR AND WERE CELEBRATED AT REDDY'S END-OF-SEASON "BIKETOBER BASH" IN OCTOBER 2024. INDEPENDENT HEALTH PROVIDED PRIZE PACKS FOR THE TOP TEN RIDERS, ALONG WITH A PAIR OF BILLS TICKETS TO THE TOP RIDER. THROUGH THE PARTNERSHIP WITH SHARED MOBILITY, INDEPENDENT HEALTH BECAME A LARGE INVESTOR IN THE WNY E-BIKE LIBRARY PROGRAM IN 2023. THIS UNIQUE PROGRAM AIMS TO PROVIDE UNDERSERVED NEIGHBORHOODS IN BUFFALO AND NIAGARA FALLS WITH REFURBISHED E-BIKES FOR EASY AND FREE ACCESS TO A HEALTHY TRANSPORTATION OPTION. SHARED MOBILITY ACQUIRED NEARLY 3,000 E-BIKES FROM UBER TECHNOLOGIES IN 2020 AND PLANS TO INTEGRATE AT LEAST 250 E-BIKES INTO THE REGION BY 2025. SHARED MOBILITY IS RESPONSIBLE FOR FINDING AND WORKING WITH INDIVIDUAL COMMUNITY GROUPS - KNOWN AS COMMUNITY BUSINESS ORGANIZATIONS, OR CBOS - TO ESTABLISH THEIR OWN E-BIKE LIBRARIES. TWO CBOS WERE ESTABLISHED IN 2023, EAST SIDE BIKE CLUB AND CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE, WITH THE TOOL LIBRARY BECOMING THE THIRD CBO IN 2024. LAST YEAR, THIS PROGRAM REACHED A MAJOR MILESTONE OF DONATING MORE THAN 100 REFURBISHED E-BIKES FOR COMMUNITY USE IN ADDITION TO HOSTING 15+ GROUP RIDES WHILE TEACHING SAFE RIDING HABITS. 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 CONTINUES TO PARTNER WITH YMCA BUFFALO-NIAGARA AND JAMESTOWN YMCA ON FITNESS IN THE PARKS. THIS YEAR MARKS THE 14TH 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 PROGRAM WILL KICK OFF ON JUNE 1, OFFERING NEARLY 500 CLASSES AT 24 LOCATIONS ACROSS WNY THROUGH THE END OF AUGUST. POPULAR LOCATIONS INCLUDE BUFFALO'S DELAWARE PARK, LARKIN SQUARE AND OUTER HARBOR; ORCHARD PARK'S CHESTNUT RIDGE PARK; WESTWOOD PARK IN LANCASTER; AND LOSSON PARK IN CHEEKTOWAGA. NEW LOCATIONS INCLUDE NIAGARA UNIVERSITY IN NIAGARA FALLS. CLASS STYLES INCLUDE YOGA, ZUMBA, PILATES, BARRE, CIRCUIT TRAINING, AND MORE. TOTAL ATTENDANCE FOR 2024 WAS 5,649. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: UNDERSTANDING HEALTHY HABITS MUST BE NURTURED FROM A YOUNG AGE, IHA JOINED TOGETHER WITH THE BUFFALO MUSEUM OF SCIENCE TO OPEN THE FIRST PERMANENT HEALTH-SCIENCE STUDIO IN 2012. "EXPLORE YOU PRESENTED BY INDEPENDENT HEALTH" ALLOWS VISITORS OF ALL AGES TO EXPLORE ANATOMY AND LEARN ABOUT IMPORTANT CHOICES THAT CAN BE MADE TO IMPROVE AND MAINTAIN ONE'S HEALTH. INDEPENDENT HEALTH'S NAMING RIGHTS AGREEMENT FOR THE EXHIBIT CONCLUDED IN 2023; HOWEVER, EXPLORE YOU CONTINUES TO BE PART OF THE ANNUAL COMMUNITY HEALTH DAY ACTIVITIES UNTIL THE EXHIBIT IS RECONSTRUCTED. AT EACH EVENT, INDEPENDENT HEALTH HOSTS A VARIETY OF ACTIVITIES AND DISTRIBUTES THOUSANDS OF GIVEAWAYS. INDEPENDENT HEALTH ALSO EXTENDS AN INVITE TO ITS COMMUNITY PARTNERS EACH YEAR, WHICH HAS INCLUDED YMCA BUFFALO-NIAGARA WITH FREE FITNESS ACTIVITIES, REDDY BIKESHARE DEMONSTRATIONS AND DISCOUNTED ANNUAL MEMBERSHIPS, PLAYSTREETS PROGRAMMING FROM THE POLICE ATHLETIC LEAGUE OF BUFFALO (PAL), AND SMOOTHIE BIKE DEMONSTRATIONS FROM GOBIKE. INDEPENDENT HEALTH'S PARTICIPATION ALSO INCLUDES ACTIVITIES AND INFORMATION FROM THE STATE PRODUCT/SALES TEAM, WELLNESS, AND THE INDEPENDENT HEALTH FOUNDATION. FOR THE FIFTH YEAR IN A ROW, INDEPENDENT HEALTH IS CONTINUING ITS PRESENTING SPONSORSHIP 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. FROM MAY 1 THROUGH DECEMBER 31, 2024, TIFFT REPORTED 165 PARTICIPANTS FROM BUFFALO AND BEYOND. PARTICIPANTS HAVE EXPRESSED GRATITUDE FOR THE NO-COST NATURE OF THE WALKS, COURTESY OF IHA'S SPONSORSHIP, IN ADDITION TO HAVING A GUIDED GROUP WALK VERSUS NAVIGATING THE TRAILS ALONE. 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, 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. EACH YEAR, BETWEEN 2,500 AND 3,000 PEOPLE ATTEND FOOD TRUCK TUESDAYS EVERY TUESDAY FROM JUNE THROUGH AUGUST. ADDITIONAL GIVEAWAYS ARE DISTRIBUTED AT INDEPENDENT HEALTH'S TABLE, ALONG WITH INFORMATION ON DIFFERENT HEALTH AND WELLNESS PROGRAMMING AND AN ENTER TO WIN CONTEST. THIS YEAR, PARTICIPANTS WILL HAVE THE CHANCE TO WIN A GRAND PRIZE JUST FOR SIMPLY INTERACTING WITH INDEPENDENT HEALTH, INCLUDING AN AMAZON.COM GIFT CARD AND A "BRINGING HEALTHY TO YOU" PRIZE PACK, BRINGING GREATER EXPOSURE TO INDEPENDENT HEALTH'S WIDE-RANGING COMMUNITY PARTNERSHIPS. 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 TWO-LEVEL ROPES COURSE, OPEN YEAR-ROUND (WEATHER PENDING). AS THE OFFICIAL HEALTH AND WELLNESS PARTNER OF BUFFALO RIVERWORKS, IHA MEMBERS CAN SHOW THEIR ID CARDS 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. RIVERWORKS ALSO OFFERS OPEN ROLLER SKATING SPONSORED BY INDEPENDENT HEALTH ON SELECT DATES. FURTHER CAPITALIZING ON THE OUTDOOR HEALTH AND WELLNESS OPPORTUNITIES AVAILABLE IN OUR COMMUNITY, IHA BECAME THE OFFICIAL HEALTH AND WELLNESS PARTNER OF OUTER HARBOR BUFFALO IN 2016. APPROXIMATELY 350,000 PEOPLE VISIT OUTER HARBOR EACH YEAR. GUESTS CAN VENTURE TO WILKESON POINTE TO RENT KAYAKS AND BIKES; ACCESS THE FREE INDEPENDENT HEALTH KAYAK LAUNCH; 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. ADDITIONALLY, INDEPENDENT HEALTH IS COMMITTED TO SPONSORING "YOGA FEST" ON AN ANNUAL BASIS EACH SEPTEMBER WITH PROCEEDS BENEFITING THE INDEPENDENT HEALTH FOUNDATION. 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. PAL REPORTEDLY SERVED AN UNDUPLICATED 3,188 YOUTH BETWEEN 2021 AND 2024. THE INDEPENDENT HEALTH MARKETING TEAM IS CONTINUING TO PROMOTE IHA'S COMMUNITY ENGAGEMENT ACTIVITIES UNDER THE "BRINGING HEALTHY TO YOU" THEME THAT WAS DEVELOPED IN 2021 AN EVOLUTION OF THE PREVIOUS "RUN. WALK. BIKE. EAT" CAMPAIGN. THE PURPOSE OF THE CAMPAIGN IS TO HELP SUPPORT THE STRATEGY OF POSITIONING INDEPENDENT HEALTH AS WNY'S LOCAL HEALTH PLAN THAT PROVIDES OPPORTUNITIES FOR EVERYONE TO GET AND STAY HEALTHY. THE CAMPAIGN SHOWCASES THE NUMEROUS PARTNERSHIPS, EVENTS AND PROGRAMS THAT INDEPENDENT HEALTH AND THE INDEPENDENT HEALTH FOUNDATION SPONSOR AND/OR OFFER TO THE COMMUNITY. IN ADDITION TO VARIOUS ADVERTISING AND PROMOTIONAL TACTICS (E.G., PRINT ADS, BILLBOARDS, MEMBER EBLASTS, WEBSITE PROMOS, INCLUSION IN DIRECT MAIL), MARKETING ALSO INTEGRATES THIS CAMPAIGN THEMATIC INTO SEVERAL "ENTER TO WIN" CONTESTS AT VARIOUS EVENTS. WNYHEALTHENET FURTHERS IHA'S COMMITMENT TO REDUCING THE COST OF AND IMPROVING THE QUALITY OF HEALTH CARE IN THE WESTERN NEW YORK COMMUNITY. WNYHEALTHENET OPTIMIZES THE DELIVERY OF PATIENT INFORMATION THAT SPEEDS THE DELIVERY AND ACCURACY OF VITAL ELIGIBILITY, CLAIM STATUS, REFERRAL AND AUTHORIZATION INFORMATION TO THE PROVIDER COMMUNITY, AND WESTERN NEW YORK'S CLINICAL INFORMATION EXCHANGE ("HEALTHELINK") - A 501(C)(3) ORGANIZATION THAT OPERATES AN INFORMATION EXCHANGE TO FACILITATE ACCESS TO CLINICAL INFORMATION AMONG HEALTH CARE PROVIDERS AND HEALTH INSURERS. HEALTHELINK IS PART OF THE STATEWIDE HEALTH INFORMATION NETWORK OF NEW YORK (SHIN-NY), A TECHNOLOGY FRAMEWORK SPANNING THE ENTIRE STATE THAT ALLOWS HEALTH CARE PROVIDERS EFFICIENT ACCESS TO THEIR PATIENTS' DATA. HEALTHELINK HAS BEEN RECOGNIZED FOR ITS WORK IN BUILDING A REGIONAL HEALTH INFORMATION TECHNOLOGY INFRASTRUCTURE AND FOR TESTING INNOVATIVE APPROACHES BY BOTH STATE AND FEDERAL AGENCIES, INCLUDING BEING NAMED A BEACON COMMUNITY, AN EFFORT FUNDED BY THE OFFICE OF THE NATIONAL COORDINATOR FOR HEALTH INFORMATION TECHNOLOGY. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: AS OF MAY 2024, MORE THAN 90 PERCENT OF WESTERN NEW YORK PROVIDER PRACTICES PARTICIPATE WITH HEALTHELINK. MORE THAN 600 DATA SOURCES ARE CONNECTED, APPROXIMATELY 380 MILLION RESULTS (LAB, RADIOLOGY AND TRANSCRIBED REPORTS) ARE AVAILABLE AND MORE THAN 1.5 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 178,000 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 AT THE CONCLUSION OF 2024. 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. FOR THE SECOND CONSECUTIVE YEAR, IN 2024, INDEPENDENT HEALTH WAS THE ONLY HEALTH PLAN IN NEW YORK STATE TO RECEIVE THE HIGHEST POSSIBLE RATING OF 5 OUT OF 5 STARS FOR CLINICAL QUALITY AND MEMBER SATISFACTION FROM THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) FOR ITS COMMERCIAL HMO/POS LINE OF BUSINESS. INDEPENDENT HEALTH'S MEDICARE ADVANTAGE PLANS RECEIVED A 5 OUT OF 5 STAR RATING FROM THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) FOR 2024. THIS MARKS THE 14TH CONSECUTIVE YEAR THAT INDEPENDENT HEALTH'S HMO PLAN HAS RECEIVED A 4.5 OR 5 STAR RATING AND THE 9TH STRAIGHT YEAR THAT OUR PPO PLAN HAS ACHIEVED IT. INDEPENDENT HEALTH WAS NAMED THE SECOND HIGHEST RANKED HEALTH PLAN FOR MEMBER SATISFACTION IN THE NEW YORK REGION, ACCORDING TO THE J.D. POWER 2024 U.S. COMMERCIAL MEMBER HEALTH PLAN STUDYSM. CONDUCTED THROUGH AN ONLINE SURVEY ACROSS 22 MARKET-BASED REGIONS, J.D. POWER'S ANNUAL SYNDICATED STUDY EXAMINES THE EXPERIENCE OF HEALTH PLAN MEMBERS AND RECOGNIZES HEALTH PLANS IN THE COUNTRY THAT ACHIEVE A HIGH LEVEL OF CUSTOMER SATISFACTION FOR THEIR MEMBERS. THE STUDY RANKS MEMBERS' EXPERIENCES IN SIX CATEGORIES: BILLING AND PAYMENT; COST; COVERAGE AND BENEFITS; CUSTOMER SERVICE; INFORMATION AND COMMUNICATION; AND PROVIDER CHOICE. IN ADDITION, DATING BACK TO 2010, INDEPENDENT HEALTH HAS NOW BEEN RECOGNIZED BY J.D. POWER AS BEING THE TOP-RANKED PLAN FOR MEMBER SATISFACTION IN ITS REGION SIX TIMES (2010-13, 2016 AND 2020) AND THE SECOND HIGHEST RANKED PLAN ANOTHER SIX TIMES (2014-15, 2017, 2018, 2021 AND 2024). FOR THE THIRD STRAIGHT YEAR, INDEPENDENT HEALTH ACHIEVED TIER 1 STATUS AS PART OF THE MEDICAID MANAGED CARE QUALITY INCENTIVE PROGRAM THROUGH THE NEW YORK STATE DEPARTMENT OF HEALTH (NYSDOH). INDEPENDENT HEALTH'S OVERALL SCORE, WHICH WAS BASED ON DATA REPORTING FROM 2022, WAS THE HIGHEST AMONG ALL PARTICIPATING HEALTH PLANS THROUGHOUT NEW YORK STATE. THE NYSDOH MEDICAID MANAGED CARE QUALITY INCENTIVE PROGRAM FOCUSES ON THE PERFORMANCE IN QUALITY AND MEMBER EXPERIENCES OF HEALTH PLANS. IT USES AN ALGORITHM TO AWARD POINTS TO PLANS FOR HIGH QUALITY IN THE CATEGORIES OF EFFECTIVENESS OF CARE, ACCESS AND AVAILABILITY AND USE OF SERVICES. OUR CONSISTENTLY STRONG STAR RATINGS AND THIRD-PARTY ASSESSMENTS ARE A TESTAMENT TO OUR LONG-STANDING COMMITMENT OF DELIVERING HIGH-QUALITY COVERAGE AND OUTSTANDING SERVICE TO OUR MEMBERS. LONG BEFORE THE ENACTMENT OF THE AFFORDABLE CARE ACT (ACA), IHA WAS TAKING STEPS TO TRANSFORM HEALTH CARE IN WESTERN NEW YORK, PROVIDING OUR MEMBERS WITH MANY OF THE QUALITY COVERAGE AND MARKET REFORM PROVISIONS CONTAINED IN THE LAW ($0 COPAY FOR PREVENTIVE SERVICES, AGE-EXTENSION RIDERS UP TO AGE 26, NO LIFETIME LIMITS ON MEMBERS' COVERAGE, AND COMPREHENSIVE INTERNAL AND EXTERNAL REVIEW PROCESSES TO ENSURE OUR MEMBERS RECEIVED NEEDED HEALTH CARE SERVICES). IHA CONTINUES TO LOOK FOR OPPORTUNITIES TO IMPROVE THE QUALITY AND AFFORDABILITY OF HEALTH CARE FOR OUR REGION, AS ACHIEVING HEALTH CARE REFORM WILL REQUIRE COMMUNITY OWNERSHIP, WIDE-RANGING PARTNERSHIPS AND RENEWED COLLABORATION AMONG DIVERSE STAKEHOLDERS. BY FOCUSING ON COLLABORATION AND HEALTH ENGAGEMENT, IHA CAN HELP BUILD A CULTURE OF HEALTH IN OUR REGION. AS A COMMUNITY, WE MUST CONTINUE TO DEVELOP PROGRAMS THAT ENHANCE FITNESS, FOSTER PREVENTION AND ENGAGE PEOPLE IN BETTER HEALTH. THESE EFFORTS WILL HELP PEOPLE MAKE POSITIVE LIFESTYLE CHANGES AND REDUCE CHRONIC DISEASE ESSENTIAL ELEMENTS FOR LOWERING HEALTH CARE COSTS AND IMPROVING THE OVERALL HEALTH STATUS OF OUR COMMUNITY. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL W. CROPP, KENNETH SODARO, ANTHONY BAYNES, DANIEL WEINTRAUB, JAMES DUNLOP, AND JARED GROSS HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). MICHAEL W. CROPP, JAMES DUNLOP, JOHN RODGERS, KENNETH SODARO, DANIEL WEINTRAUB, DAN GAGLIARDO, AND JARED GROSS HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). THOMAS J. FOELS & DAVID PAWLOWSKI HAVE A BUSINESS RELATIONSHIP (PRIVATE ENTERPRISE). IHA DOES NOT DO BUSINESS WITH THEIR PRIVATE ENTERPRISE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FILING OF THE IRS FORM 990, THE FINAL RETURN WAS REVIEWED WITH THE CHAIR OF THE AUDIT AND FINANCE COMMITTEES, MANAGEMENT, AND MADE AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C INDEPENDENT HEALTH ASSOCIATION, INC'S (IHA) CONFLICT OF INTEREST REPORTING POLICY ENCOMPASSES ALL CURRENT IHA OFFICERS AND EMPLOYEES (INCLUDING HIGHEST COMPENSATED 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 OBSERVE, TO MANAGEMENT OR INDEPENDENT HEALTH'S CHIEF COMPLIANCE OFFICER FOR REVIEW BY THE CONFLICT OF INTEREST COMMITTEE OF INDENDEPENT HEALTH. CONFLICTS ARE ALSO IDENTIFIED ANNUALLY WHEN EMPLOYEES COMPLETE ATTESTATIONS, CONFIDENTIAL QUESTIONAIRES & PLEDGE OF CONFIDENTIALITY AND CONTINUING DISCLOSURES FORM (FORM HIGHEST COMPENSATED EMPLOYEES, KEY EMPLOYEES, OFFICERS, DIRECTORS, AND MEMBERS OF THE BOARD) ARE RECEIVED. IF A CONFLICT OF INTEREST IS 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 15 THE GOVERNING BOARD OF DIRECTORS OF INDEPENDENT HEALTH ASSOCIATION, INC. (IHA) APPOINTED A GROUP OF BOARD MEMBERS TO ACT AS THE COMPENSATION COMMITTEE. COMPENSATION OF THE CEO IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND THE BOD ANNUALLY. ADDITIONALLY, THE RECOMMENDATIONS OF THE CEO PERTAINING TO THE COMPENSATION OF HIS/HER DIRECT REPORTS ARE SUBJECT TO REVIEW AND ADVISEMENT BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 UPON 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, ETC JAMES DUNLOP - 16 BIRDSONG PARKWAY, ORCHARD PARK, NY 14127. ERIC J. DECKER - 797 TWO ROD RD., MARILLA, NY 14102. JOHN MINEO - 28 CANTERBURY LN., EAST AURORA, NY 14052. CHERYL FRIEDMAN - 5580 COACHMANS LANE, HAMBURG, NY 14075. MARGARET STEFFAN - 5127 WILLOWBROOK DR. W., CLARENCE, NY 14031. DAVID SHUTE - 25 MONTA VISTA CT., EAST AMHERST, NY 14051. MIKE REILLY - 11 SILVER THORNE DR, WILLIAMSVILLE, NY 14221. 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