HEALTHCARE ASSOCIATION OF NEW YORK STATE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE ASSOCIATION OF NEW YORK STATE INC (EIN 14-1405826)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349305876
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T12:53:18-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TOWER PLACE EXECUTIVE PARK 7TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141405826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE ASSOCIATION OF NEW YORK STATE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 5184317600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMPIRE DRIVE | AddressLine1Txt |
| City | RENSSELAER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 121449315 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J DEL POZZO | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5184317600 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DANIELS | PreparerPersonNm |
| PTIN | P00603621 | PTIN |
| Phone | 5184493166 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.99.101.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 12:25:51 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C90730FC1C45DEE8CC28813E839A960EA8CDAAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIE B GRAUSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMPIRE DRIVE | AddressLine1Txt |
| City | RENSSELAER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 121449315 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,608,626 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HANYS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE THE HEALTH OF INDI- VIDUALS THROUGH REPRESENTATION & SERVICE TO NYS HEALTH PROVIDERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 125 | TotalEmployeeCnt |
| Total Volunteers | 48 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $543,901 | PYContributionsGrantsAmt |
| CY Contributions Grants | $678,311 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,377,640 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,618,542 | CYProgramServiceRevenueAmt |
| PY Investment Income | $579,565 | PYInvestmentIncomeAmt |
| CY Investment Income | $382,397 | CYInvestmentIncomeAmt |
| PY Other Revenue | $84,218 | PYOtherRevenueAmt |
| CY Other Revenue | $81,101 | CYOtherRevenueAmt |
| PY Total Revenue | $16,585,324 | PYTotalRevenueAmt |
| CY Total Revenue | $18,760,351 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,520,284 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,092,047 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,357,831 | PYOtherExpensesAmt |
| CY Other Expenses | $5,367,145 | CYOtherExpensesAmt |
| PY Total Expenses | $18,878,115 | PYTotalExpensesAmt |
| CY Total Expenses | $19,459,192 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,292,791 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$698,841 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,030,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,746,291 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,246,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,660,738 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,783,957 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,085,553 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE HEALTHCARE ASSOCIATION OF NEW YORK STATE, INC. (HANYS) IS TO ADVANCE THE HEALTH OF INDIVIDUALS AND COMMUNITIES BY PROVIDING LEADERSHIP, REPRESENTATION, AND SERVICE TO HEALTH PROVIDERS AND SYSTEMS IN NEW YORK STATE ACROSS THE ENTIRE CONTINUUM OF CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | STATE ADVOCACY: HANYS AND ITS MEMBERS, WORKING WITH NEW YORK'S ALLIED ASSOCIATIONS, ADVOCATED AGAINST PROPOSED CUTS IN HEALTHCARE FUNDING AND NEW TAXES ON HEALTHCARE PROVIDERS. THESE SUCCESSFUL EFFORTS HELPED MAINTAIN CRITICAL HEALTHCARE SERVICES IN COMMUNITIES ACROSS NEW YORK STATE AND PRESERVE VITAL HEALTHCARE JOBS IN PROVIDERS ACROSS THE STATE. ALSO, HANYS WORKED TO ENSURE THAT THE IMPLEMENTATION OF REGULATIONS AND LEGISLATION SUPPORTS AND ADVANCES THE DELIVERY OF HEALTHCARE IN NEW YORK STATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL ADVOCACY: HANYS AND ITS MEMBERS WORKED ALONGSIDE NEW YORK'S ALLIED ASSOCIATIONS, AND THE AMERICAN HOSPITAL ASSOCIATION TO ADVANCE AN AGENDA THAT PROTECTED HEALTHCARE PROVIDERS FROM MEDICARE AND MEDICAID SPENDING REDUCTIONS AND ADVOCATED FOR LEGISLATION AND REGULATIONS THAT SUPPORTED THE EFFICIENT AND EFFECTIVE DELIVERY OF HEALTHCARE SERVICES. HANYS ALSO ADVOCATED FOR THE ADOPTION OF HEALTHCARE REFORMS THAT WOULD EXPAND ACCESS TO HEALTHCARE INSURANCE AND IMPROVE THE ABILITY OF PROVIDERS TO MEET THE NEEDS OF THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALITY IMPROVEMENT: HANYS PROVIDED EXTENSIVE ADVOCACY AND EDUCATION ON NUMEROUS STATE AND NATIONAL QUALITY IMPROVEMENT AND REPORTING INITIATIVES, INCLUDING THE FOLLOWING AREAS: THE QUALITY MEASUREMENT COLLECTION PROCESS, HOSPITAL ACQUIRED CONDITIONS, QUALITY REPORT CARDS, STATEWIDE SEPSIS LEARNING NETWORK, READMISSIONS, AND PATIENT EXPERIENCE OF CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN SEPTEMBER 2016, THE HEALTHCARE ASSOCIATION OF NEW YORK STATE ENTERED INTO A TWO YEAR FEDERAL CONTRACT WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) UNDER CMS' NATIONAL PARTNERSHIP FOR PATIENTS HEALTH IMPROVEMENT INITIATIVE (PFP). THE CONTRACT COVERED THE CONTINUATION OF WORK PERFORMED UNDER PREVIOUS PFP CONTRACTS AWARDED IN 2011 AND 2015. AS WITH THE PREVIOUS CONTRACTS, HANYS PARTNERED WITH THE GNYHA FOUNDATION TO CARRY OUT THE PFP CONTRACT. THE GOAL OF THIS INITIATIVE IS TO DEVELOP AND IMPLEMENT A CAMPAIGN DESIGNED TO DECREASE PATIENT HARM BY 40% AND READMISSIONS BY 20% IN HOSPITALS NATIONWIDE. HANYS SERVED AS A HOSPITAL IMPROVEMENT INNOVATION NETWORK UNDER THE INITIATIVE WITH THE PRIMARY ROLE OF LEADING THE OVERALL DESIGN AND IMPLEMENTATION OF PFP IN NEW YORK STATE. HANYS' RESPONSIBILITIES INCLUDED ENROLLING ITS MEMBER HOSPITALS IN THE INITIATIVE, CONVENING OTHER STAKEHOLDER GROUPS, DEVELOPING AND IMPLEMENTING STRATEGIES, IMPLEMENTING EDUCATION AND TRAINING, ENSURING ONGOING HOSPITAL ENGAGEMENT, AND MEASURING AND REPORTING RESULTS." | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 125 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J DEL POZZO VP & CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184317787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMPIRE DRIVE | AddressLine1Txt |
| City | RENSSELAER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEVEN CORWIN MD | ||||||||
| CHAIR | 1.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD MURPHY | ||||||||
| CHAIR ELECT | 1.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHENS MUNDY | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA BRADY MD | ||||||||
| PAST CHAIR (TO JULY 2017) | 1.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MCDONALD | ||||||||
| PAST CHAIR | 1.00 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HERBERT PARDES MD | ||||||||
| PAST CHAIR | 1.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS QUATROCHE PHD | ||||||||
| SECRETARY | 1.00 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE FLANZ | ||||||||
| TREASURER | 1.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOEL SELIGMAN | ||||||||
| TREASURER | 1.00 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSE ACEVEDO MD | ||||||||
| TRUSTEE | 1.00 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ERIC ALLYN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER BALKO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BARBA JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL BLUM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY BOYNTON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY BREZENOFF | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS CARMAN | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NORMAN DASCHER JR FACHE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DOWLING | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVAN FLATLOW MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM FOLEY | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN FOX | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH GIBBS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN GOLDSTEIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN GUERCI MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN HOWELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEGRA JAROS | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH KAUSHANSKY MD | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN KELLY FACHE | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH LHOTA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JODY LOMEO | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MCCABE MD | ||||||||
| TRUSTEE (TO JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL MESSINA PHDFACHE | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD MILCH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN MOORE III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN MORSE JD PHD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON NORTON REMMER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REUVEN PASTERNAK MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT PERRA FACHE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN RICHMOND | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE RILEY MD | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH ROBERTS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN RUSCITTO | ||||||||
| TRUSTEE (TO JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON SCHANDLER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SOLAZZO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SPICER | ||||||||
| TRUSTEE (TO JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SPICER FACHE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SPOLZINO JD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL STAPLETON JRFACHE | ||||||||
| TRUSTEE (FROM JULY 2017) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HUGH THOMAS ESQ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WEBSTER FACHE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY WRIGHT | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE B GRAUSE | ||||||||
| PRESIDENT | 31.50 | 18.50 | Yes (X) | $626,495 | $367,941 | $169,292 | ||
| DANIEL DEL POZZO | ||||||||
| CHIEF FINANCIAL OFFICER | 8.60 | 41.40 | Yes (X) | $46,788 | $223,979 | $32,594 | ||
| COURTNEY BURKE | ||||||||
| CHIEF OPERATING OFFICER | 9.50 | 40.50 | Yes (X) | $18,723 | $80,338 | $7,464 | ||
| KEVIN DAHILL | ||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | 0.00 | $440,653 | $0 | $50,313 | Yes (X) | ||
| WILLIAM STRECK | ||||||||
| CHIEF MED & HEALTH INNOV. OFFICER | 37.50 | 12.50 | $330,794 | $109,802 | $28,858 | Yes (X) | ||
| DARREN DOPP | ||||||||
| SR. VP, COMMUNICATIONS & MARKETING | 50.00 | 0.00 | $312,443 | $0 | $29,759 | Yes (X) | ||
| SUSAN VAN METER | ||||||||
| SR. VP, FEDERAL POLICY | 50.00 | 0.00 | $275,968 | $0 | $27,081 | Yes (X) | ||
| JAMES CLANCY | ||||||||
| SR. VP, STATE POLICY | 50.00 | 0.00 | $297,497 | $0 | $9,579 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,349,361 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $782,060 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $354,940 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREATER NEW YORK HEALTH FOUNDATION | |||||
| 555 WEST 57TH STREET | NEW YORK | NY | 10019 | PROJECT MANAGEMENT FOR CMS HEN CONTRACT | $1,628,160 |
| IPRO | |||||
| 1979 MARCUS AVENUE | LAKE SUCCESS | NY | 11042 | CONSULTING - CMS CONTRACTS | $653,231 |
| JACKSON LEWIS | |||||
| 44 SOUTH BROADWAY 14TH FLOOR | WHITE PLAINS | NY | 10601 | LEGAL & LEGISLATIVE REPRESENTATION | $307,678 |
| DATAGEN INC | |||||
| ONE EMPIRE DRIVE | RENSSELAER | NY | 12144 | CONSULTING - CMS CONTRACTS | $295,532 |
| HEALTHCARE EDUCATIONAL & RESEARCH FUND | |||||
| ONE EMPIRE DRIVE | ALBANY | NY | 12144 | CONSULTING - CMS CONTRACTS | $160,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $97,211 | GovernmentGrantsAmt |
| All Other Contributions | $581,100 | AllOtherContributionsAmt |
| Total Contributions | $678,311 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 561499 | $11,210,762 | $11,210,762 |
| PARTNERSHIP FOR PATIENTS | 541900 | $5,117,256 | $5,117,256 |
| STATE INNOVATION MODELS | 541900 | $638,200 | $638,200 |
| SEMINARS/CONFERENCES | 611600 | $360,523 | $360,523 |
| QUALITY PROGRAMS | 541900 | $177,234 | $177,234 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,567 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114,567 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,618,542 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,245 | TotalRevenueColumnAmt |
| Exclusion | $285,245 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $945,427 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $848,275 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,152 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,152 | TotalRevenueColumnAmt |
| Exclusion | $97,152 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $81,101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,101 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $81,101 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,760,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,699,643 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $382,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,314 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,583 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,842,448 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,122,247 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,550,641 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,814 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,840 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,025 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,460 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,554,055 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,649 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,478 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,585 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,868 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,858 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,394 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,018 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,582 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBTS | Desc |
| Total | $220,602 | TotalAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$3,458,269 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,459,192 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,498,682 | BOYAmt |
| EOY | $12,350,773 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,852,632 | BOYAmt |
| EOY | $2,298,286 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,825 | BOYAmt |
| EOY | $377,392 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,661,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,219,444 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,636 | BOYAmt |
| EOY | $1,442,185 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,904,061 | BOYAmt |
| EOY | $12,056,957 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,391,957 | BOYAmt |
| EOY | $2,307,508 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,433,468 | BOYAmt |
| EOY | $7,913,190 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,030,261 | BOYAmt |
| EOY | $38,746,291 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,568,455 | BOYAmt |
| EOY | $2,887,367 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,202 | BOYAmt |
| EOY | $86,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,647 | BOYAmt |
| EOY | $2,686,571 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,246,304 | BOYAmt |
| EOY | $5,660,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,783,957 | BOYAmt |
| EOY | $33,085,553 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,783,957 | BOYAmt |
| EOY | $33,085,553 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,030,261 | BOYAmt |
| EOY | $38,746,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$698,841 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $757,967 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,242,470 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $995,663 | OtherCostOrOtherBasisAmt |
| Depreciation | $643,658 | DepreciationAmt |
| Book Value | $352,005 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,387,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,844,705 | DepreciationAmt |
| Book Value | $542,695 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,278,566 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,731,081 | DepreciationAmt |
| Book Value | $547,485 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,442,185 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARIES | Desc |
| Book Value | $2,307,508 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,307,508 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH VALUE OF SPLIT LIFE INSURANCE | $1,328,032 |
| DUE FROM AFFILIATES | $6,585,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,913,190 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST-EMPLOYMENT BENEFIT OBLIGATIONS | Desc |
| Amt | $2,686,571 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,686,571 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FIN 48 (ASC 740) FINANCIAL STATEMENTS FOOTNOTE REGARDING UNCERTAIN TAX POSITIONS: THE CORPORATIONS FOLLOWS GUIDANCE ISSUED BY THE FASB REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD AN INCOME TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS AND APPLIES TO ALL INCOME TAX POSITIONS. EACH INCOME TAX POSITION IS ASSESSED USING A TWO STEP PROCESS. A DETERMINATION IS FIRST MADE AS TO WHETHER IT IS MORE LIKELY THAN NOT THAT THE INCOME TAX POSITION WILL BE SUSTAINED, BASED UPON TECHNICAL MERITS, UPON EXAMINATION BY THE TAXING AUTHORITIES. IF THE INCOME TAX POSITION IS EXPECTED TO MEET THE MORE LIKELY THAN NOT CRITERIA, THE BENEFIT RECORDED IN THE FINANCIAL STATEMENTS EQUALS THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ITS ULTIMATE SETTLEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARIE B GRAUSE | ||||||||||||||
| PRESIDENT | $408,013 | $239,627 | $167,029 | $98,096 | $51,453 | $30,218 | $94,837 | $55,698 | $11,817 | $6,940 | $733,149 | $430,579 | $0 | $0 |
| DANIEL DEL POZZO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $42,029 | $200,745 | $4,250 | $20,750 | $509 | $2,484 | $3,853 | $20,097 | $1,391 | $7,253 | $52,032 | $251,329 | $0 | $0 |
| KEVIN DAHILL | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $403,285 | $0 | $30,000 | $0 | $7,368 | $0 | $27,000 | $0 | $23,313 | $0 | $490,966 | $0 | $0 | $0 |
| WILLIAM STRECK | ||||||||||||||
| CHIEF MED & HEALTH INNOV. OFFICER | $316,731 | $108,411 | $10,000 | $0 | $4,063 | $1,391 | $20,115 | $6,885 | $1,384 | $474 | $352,293 | $117,161 | $0 | $0 |
| DARREN DOPP | ||||||||||||||
| SR. VP, COMMUNICATIONS & MARKETING | $262,340 | $0 | $0 | $0 | $50,103 | $0 | $7,234 | $0 | $22,525 | $0 | $342,202 | $0 | $0 | $0 |
| SUSAN VAN METER | ||||||||||||||
| SR. VP, FEDERAL POLICY | $269,648 | $0 | $5,000 | $0 | $1,320 | $0 | $26,965 | $0 | $116 | $0 | $303,049 | $0 | $0 | $0 |
| JAMES CLANCY | ||||||||||||||
| SR. VP, STATE POLICY | $262,070 | $0 | $0 | $0 | $35,427 | $0 | $7,836 | $0 | $1,743 | $0 | $307,076 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | MARIE B. GRAUSE RECEIVED REIMBURSEMENT OF THE TAX OBLIGATION ASSOCIATED WITH REIMBURSED TAXABLE RELOCATION EXPENSES. |
| PART I, LINE 4B | THE FOLLOWING EXECUTIVES OF THE ORGANIZATION PARTICIPATE IN NONQUALIFIED RETIREMENT PLANS MAINTAINED BY THE ORGANIZATION: MARIE B. GRAUSE, SECTION 457(F) SUPPLEMENTAL RETIREMENT PLAN. JAMES CLANCY, SECTION 457(F) SUPPLEMENTAL RETIREMENT PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | DESCRIPTION OF MEMBERSHIP: THE ORGANIZATION HAS THREE CLASSES OF MEMBERSHIP: INSTITUTIONAL, ASSOCIATE, AND AFFILIATE. INSTITUTIONAL MEMBERS ARE ENTITLED TO VOTE UPON ANY PROPOSAL TO AMEND THE ARTICLES OF INCORPORATION OR OTHER MATTERS THAT REQUIRE A VOTE OF THE MEMBERSHIP, AND THEY ARE ENTITLED TO RECEIVE A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. INSTITUTIONAL MEMBERS DO NOT HAVE THE RIGHT TO ELECT OR APPOINT BOARD MEMBERS OR OTHERWISE PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. ASSOCIATE AND AFFILIATE MEMBERS HAVE NO RIGHTS RELATED TO VOTING, GOVERNANCE, OR RECEIPT OF ASSETS FROM THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCEDURES: THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. THE COMPLETED FORM 990 IS REVIEWED IN THREE STAGES PRIOR TO ITS FILING. THE FIRST REVIEW IS CONDUCTED BY THE CORPORATE FINANCE STAFF. THE SECOND REVIEW IS PERFORMED BY THE CHIEF FINANCIAL OFFICER. THE FINAL REVIEW IS PERFORMED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES FORMALLY DELEGATED RESPONSIBILITY FOR REVIEW OF FORM 990 TO THE AUDIT COMMITTEE. EACH MEMBER OF THE AUDIT COMMITTEE RECEIVES A COPY OF THE COMPLETE FINAL FORM 990 TO REVIEW PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY PROCEDURES: THE ORGANIZATION HAS WRITTEN CONFLICT OF INTEREST POLICIES COVERING ALL EMPLOYEES AND MEMBERS OF THE BOARD OF TRUSTEES. THE POLICIES REQUIRE EMPLOYEES AND BOARD MEMBERS TO DISCLOSE ACTUAL AND POTENTIAL CONFLICTS AND REFRAIN FROM PARTICIPATING IN MATTERS RELATED TO THE CONFLICT. ON AN ANNUAL BASIS, ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE DISCLOSURE STATEMENTS ARE REVIEWED BY EXECUTIVE MANAGEMENT AND THE AUDIT COMMITTEE. THE POLICIES CONTAIN ESCALATION PROCEDURES THAT INVOLVE INDEPENDENT LEGAL COUNSEL, BOARD LEADERSHIP, AND THE AUDIT COMMITTEE FOR REVIEWING POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCEDURES: A COMPENSATION COMMITTEE MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES OVERSEES AND DETERMINES COMPENSATION FOR THE PRESIDENT (OFFICER), CHIEF FINANCIAL OFFICER (OFFICER), CHIEF OPERATING OFFICER (OFFICER), AND EXECUTIVE VP/CEO-NSHC & NORMET (HIGHLY COMPENSATED), USING THE FOLLOWING PROCESS. THE COMPENSATION COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ASSIST IT IN DEVELOPING AND MAINTAINING THE COMPENSATION PHILOSOPHY AND TO DETERMINE THE APPROPRIATE BENCHMARKS FOR TOTAL COMPENSATION FOR EACH POSITION. ON AN ANNUAL BASIS, THE COMPENSATION CONSULTANT OBTAINS COMPARATIVE COMPENSATION DATA FOR EACH POSITION BASED ON THE COMPENSATION PHILOSOPHY AND ESTABLISHED BENCHMARKS. THE PRESIDENT CONDUCTS AN ANNUAL PERFORMANCE REVIEW FOR THE CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT AND PROVIDES A RECOMMENDATION FOR COMPENSATION TO THE COMPENSATION COMMITTEE UTILIZING THE COMPARATIVE COMPENSATION DATA PROVIDED BY THE COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE REVIEWS THE PRESIDENT'S RECOMMENDATIONS AND HAS FINAL APPROVAL OVER COMPENSATION. THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW FOR THE PRESIDENT AND DETERMINES THE PRESIDENT'S COMPENSATION UTILIZING THE COMPARATIVE COMPENSATION DATA PROVIDED BY THE COMPENSATION CONSULTANT. DECISIONS AFFECTING COMPENSATION AND THE BASIS FOR THOSE DECISIONS ARE DOCUMENTED BY THE COMPENSATION COMMITTEE AT THE CONCLUSION OF ITS MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY TO PUBLIC OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS: THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT TO THE EXTENT INFORMATION FROM THESE IS INCLUDED IN THE FORM 990. |
| FORM 990, PART VII, SECTION A | THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES HELD DIFFERENT TITLES DURING THE YEAR: (1) STEVEN CORWIN, CHAIR-ELECT JANUARY - JUNE, CHAIR JULY - DECEMBER (2) RICHARD MURPHY, SECRETARY JANUARY - JUNE, CHAIR-ELECT JULY - DECEMBER (3) STEPHENS MUNDY, CHAIR JANUARY - JUNE, IMMEDIATE PAST CHAIR JULY - DECEMBER (7) THOMAS QUATROCHE, TRUSTEE JANUARY - JUNE, SECRETARY JULY - DECEMBER (8) BRUCE FLANZ, TRUSTEE JANUARY - JUNE, TREASURER JULY - DECEMBER (9) JOEL SELIGMAN, TREASURER JANUARY - JUNE, TRUSTEE JULY - DECEMBER |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B, NUMBER 56 | KEVIN DAHILL IS EMPLOYED BY THE HEALTHCARE ASSOCIATION OF NEW YORK STATE, INC. (HANYS). HANYS PROVIDES EMPLOYEES AND MANAGEMENT STAFF, INCLUDING MR. DAHILL, TO THE NASSAU-SUFFOLK HOSPITAL COUNCIL (NSHC) AND THE NORTHERN METROPOLITAN HOSPITAL ASSOCIATION (NMHA) PURSUANT TO SEPARATE MANAGEMENT AND STAFFING AGREEMENTS BETWEEN HANYS AND EACH ORGANIZATION. MR. DAHILL SERVES AS THE PRESIDENT OF NSHC AND NMHA UNDER THE AGREEMENTS WITH HANYS AND DEVOTES APPROXIMATELY 50 HOURS PER WEEK TO THESE ROLES. HANYS PAYS ALL COMPENSATION AND FRINGE BENEFIT COSTS FOR MR. DAHILL AND OTHER STAFF PROVIDED TO NSHC AND NMHA. AS COMPENSATION FOR THE MANAGEMENT AND STAFFING SERVICES PROVIDED BY HANYS, NSHC AND NMHA PAY HANYS FOR THE COST OF THE SALARY AND FRINGE BENEFITS OF THE EMPLOYEES AND MANAGEMENT STAFF PROVIDED BY HANYS TO NSHC AND NMHA. |
| FORM 990, PART IX, LINE 11G | PFP SUBCONTRACT FEES 3,031,875. HEALTHCARE POLICY ANALYSIS 281,000. HR BENEFITS CONSULTING 35,693. PRESIDENT TRANSITION 18,404. OTHER PROFESSIONAL AND CONSULTING FEES 187,083. |
| FORM 990, PART XI, LINE 9: | POST-RETIREMENT BENEFIT ADJUSTMENT -39,503. SUBSIDIARY DIVIDENDS 5,366,420. CHANGE IN EQUITY OF HANYS SERVICES, INC. -1,084,447. |
| FORM 990, PART XII, LINE 2C | IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF FINANCIAL STATEMENTS AND THE APPOINTMENT OF THE INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE'S OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION'S BOARD OF TRUSTEES HAS DELEGATED AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE ORGANIZATIONAL BYLAWS. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES: CHAIRMAN, CHAIRMAN-ELECT, THE IMMEDIATE PAST CHAIRMAN, SECRETARY, TREASURER, AND NO LESS THAN FIVE TRUSTEES APPOINTED BY THE CHAIRMAN. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, TO EXERCISE AND MAINTAIN ON BEHALF OF THE ORGANIZATION ALL POWERS OF THE BOARD TO THE EXTENT PERMITTED BY LAW. THE EXECUTIVE COMMITTEE'S RESPONSIBILITIES INCLUDE PROVIDING STRATEGIC AND OPERATIONAL GUIDANCE TO THE ORGANIZATION, PREPARING AND SUBMITTING AN ANNUAL BUDGET TO THE BOARD, AND SUPERVISING INVESTING OF FUNDS SUBJECT TO APPROVAL BY THE BOARD. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD AT THE FIRST MEETING THEREAFTER. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE HEALTHCARE EDUCATIONAL AND RESEARCH FUND INC | ||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 146022409 | EDUCATION & RESEARCH | NY | 501(C)(3) | LINE 7 | N/A | Yes (1) |
| WESTERN NEW YORK HOSPITAL ASSOCIATION INC | ||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 160816128 | TRADE ASSOCIATION | NY | 501(C)(6) | N/A | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HANYS SERVICES INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 141655556 | CONSULTING AND MARKETING | NY | N/A | C | $7,233,452 | $3,526,918 | 1.00000 | Yes (1) | |
| DATAGEN INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 202090177 | DATA ANALYSIS AND MODELING | NY | C | $9,453,796 | $4,241,864 | 1.00000 | Yes (1) | HSI | |
| GROUP INSURANCE AGENCY INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 141649861 | INSURANCE BROKER/EMPLOYEE BENEFITS | NY | C | $3,408,025 | $2,505,954 | 1.00000 | Yes (1) | HSI | |
| INTEGRITY WORKS INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 141813461 | BACKGROUND SCREENING (INACTIVE) | NY | C | $478 | 1.00000 | Yes (1) | HSI | ||
| HANYS GROUP PURCHASING SERVICES INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 320125712 | PURCHASING SERVICES | NY | C | $1,405,388 | $925,191 | 1.00000 | Yes (1) | HSI | |
| HEALTHCARE COMMUNITY SECURITIES CORP | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 141764768 | LIMITED BROKER-DEALER FOR RETIREMENT PLANS | NY | C | $8,560,528 | $4,248,632 | 1.00000 | Yes (1) | GIA | |
| SERVICE INITIATIVES INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 161212272 | PURCHASING SERVICES (INACTIVE) | NY | C | $10,082 | $710,492 | 1.00000 | Yes (1) | WNYHA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HANYS SERVICES INC & SUBSIDIARIES | ||
| F | $5,366,420 | AMOUNT RECEIVED |
| HEALTHCARE EDUCATIONAL AND RESEARCH FUND | ||
| P | $308,268 | AMOUNT PAID |
| DATAGEN INC | ||
| P | $293,825 | AMOUNT PAID |
| DATAGEN INC | ||
| Q | $2,928,999 | AMOUNT RECEIVED |
| HEALTHCARE COMMUNITY SECURITIES CORP | ||
| Q | $1,742,727 | AMOUNT RECEIVED |
| HANYS SERVICES INC | ||
| Q | $708,449 | AMOUNT RECEIVED |
| GROUP INSURANCE AGENCY INC | ||
| Q | $381,797 | AMOUNT RECEIVED |
| HANYS GROUP PURCHASING SERVICES INC | ||
| Q | $83,221 | AMOUNT RECEIVED |
| HEALTHCARE EDUCATIONAL AND RESEARCH FUND | ||
| Q | $60,842 | AMOUNT RECEIVED |