GENESEE VALLEY GROUP HEALTH ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GENESEE VALLEY GROUP HEALTH ASSOCIATION (EIN 16-1005419)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-03
- IRS object ID
- 201623159349300737
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-03T14:57:41-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161005419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENESEE VALLEY GROUP HEALTH ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 5852384579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Court Street | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14647 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Haefner | PersonNm |
| Person Title | Sr Vice President & Asst Treasurer | PersonTitleTxt |
| Phone | 5853276505 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lifetime Health Medical Group | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Paul Eisenstat | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Court Street | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14647 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $64,745,482 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lifetimehealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Genesee Valley Group Health Association, Inc. provides primary health care for patients in Buffalo and Rochester. A variety of services are offered at each health center and most sites to include pharmacy, laboratory, radiology, internal medicine, pediatrics, family practice and specialty care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 618 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,774,939 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $42,608,698 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,380,513 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,418,244 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,206,222 | PYOtherRevenueAmt |
| CY Other Revenue | $3,480,002 | CYOtherRevenueAmt |
| PY Total Revenue | $52,361,674 | PYTotalRevenueAmt |
| CY Total Revenue | $47,506,944 | 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 | $42,401,616 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,473,558 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,265,473 | PYOtherExpensesAmt |
| CY Other Expenses | $12,533,790 | CYOtherExpensesAmt |
| PY Total Expenses | $55,667,089 | PYTotalExpensesAmt |
| CY Total Expenses | $52,007,348 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,305,415 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,500,404 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,841,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,623,633 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,115,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,757,062 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,273,873 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$7,133,429 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Lifetime Health Medical Group exists to support our patients' pursuit of healthier lives by providing exceptional, high quality and affordable services in a caring environment. We will be the provider of choice in our community by delivering patient-focused, innovation and valued health care. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $52,007,348 | ExpenseAmt |
| Revenue | $42,608,698 | RevenueAmt |
| Desc | Health Care Delivery: Health Services (252,500 visits) | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $52,007,348 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | Yes (1) | 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 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | Yes (1) | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 618 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jim Haefner | PersonNm |
| Phone | 5853276505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Court Street | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14647 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Christopher C Booth | ||||||||||
| Director | 0.40 | 40 | Yes (X) | $0 | $1,916,625 | $254,373 | ||||
| Dorothy Coleman | ||||||||||
| CFO and Treasurer | 0.4 | 40 | Yes (X) | $0 | $1,050,090 | $96,584 | Yes (X) | |||
| Stephen Sloan | ||||||||||
| Secretary | 0.4 | 40 | Yes (X) | $0 | $779,627 | $127,054 | Yes (X) | |||
| Paul Eisenstat | ||||||||||
| CEO | 2.0 | 40 | $0 | $577,372 | $48,791 | Yes (X) | ||||
| Stephen LaSalle | ||||||||||
| COO | 40.00 | 0 | $0 | $277,771 | $53,057 | Yes (X) | ||||
| Margaret Cassady | ||||||||||
| Assistant Secretary | 0 | 40 | $0 | $306,329 | $38,767 | Yes (X) | ||||
| James Haefner | ||||||||||
| Assistant Treasurer | 0.4 | 40 | $0 | $377,063 | $76,952 | Yes (X) | ||||
| Stephen Cohen | ||||||||||
| Interim President | 40 | 0 | $0 | $254,072 | $53,714 | Yes (X) | ||||
| Andrew Wilson | ||||||||||
| President | 40 | 0 | $0 | $286,313 | $8,292 | Yes (X) | ||||
| Mark Perry | ||||||||||
| Chief Medical Officer | 40 | 0 | $0 | $356,050 | $34,703 | Yes (X) | ||||
| Robert Cole | ||||||||||
| Medical Director | 40 | 0 | $294,533 | $0 | $32,540 | Yes (X) | ||||
| Douglas Golding | ||||||||||
| Medical Director | 40 | 0 | $0 | $277,265 | $42,271 | Yes (X) | ||||
| Mark Cohen | ||||||||||
| Medical Director | 40 | 0 | $237,948 | $0 | $10,399 | Yes (X) | ||||
| Theo Turque | ||||||||||
| Medical Director | 40 | 0 | $202,260 | $0 | $24,946 | Yes (X) | ||||
| Deborah Carlascio | ||||||||||
| VP Patient Clinicial Services | 40 | 0 | $0 | $197,836 | $50,938 | Yes (X) | ||||
| Michael Jordan | ||||||||||
| Physician | 40 | 0 | $357,261 | $0 | $30,898 | Yes (X) | ||||
| Valerie Newman | ||||||||||
| Physician | 40 | 0 | $326,057 | $0 | $26,547 | Yes (X) | ||||
| Stephanie Fretz | ||||||||||
| Physician | 40 | 0 | $305,437 | $0 | $30,300 | Yes (X) | ||||
| Richard Vienne | ||||||||||
| VP & CMO | 0 | 40 | $9,945 | $290,887 | $45,969 | Yes (X) | ||||
| Matthew Bartels | ||||||||||
| CMO - Health Care Imprv | 0 | 40 | $72,615 | $219,125 | $33,518 | Yes (X) | ||||
| David H Klein | ||||||||||
| Former CEO | 0 | 0 | $0 | $1,629,673 | $126,877 | Yes (X) | ||||
| Emil D Duda | ||||||||||
| Former Treasurer | 0 | 0 | $0 | $4,834,275 | $13,521 | Yes (X) | ||||
| Jason Smith | ||||||||||
| Former Key Employee | 0 | 0 | $105,336 | $0 | $11,903 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,911,392 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $13,630,373 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,272,914 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| LeChase Construction Services LLC | |||||
| 300 Trolley Blvd | Rochester | NY | 14606 | Construction Mgmt/General Contractor | $1,289,768 |
| Quality Systems Inc | |||||
| 18111 Von Karman Avenue Suite 700 | Irvine | CA | 92612 | Software Maintenance | $595,373 |
| Toshiba Business Solutions | |||||
| Po Box 927 | Buffalo | NY | 14240 | Copier services | $161,823 |
| Mason Marketing Communications LLC | |||||
| 400 Whitney Rd | Penfield | NY | 14526 | Advertising | $157,573 |
| Windsong Radiology Group | |||||
| 55 Spindrift Drive | Williamsville | NY | 14221 | Radiology Services | $147,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Fee For Service revenue | 621110 | $40,554,852 | $40,554,852 | $0 | $0 |
| Capitation revenue | 621110 | $2,053,846 | $2,053,846 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $42,608,698 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,418,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,418,244 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,412 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $193,412 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,412 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $193,412 | ExclusionAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $20,525,128 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $17,238,538 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,286,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,286,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,506,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,026,942 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,480,002 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,813,403 | TotalAmt |
| Program Services | $2,813,403 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,420,054 | TotalAmt |
| Program Services | $28,420,054 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,949 | TotalAmt |
| Program Services | $1,080,949 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,096,999 | TotalAmt |
| Program Services | $5,096,999 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,062,153 | TotalAmt |
| Program Services | $2,062,153 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,056 | TotalAmt |
| Program Services | $165,056 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,506 | TotalAmt |
| Program Services | $124,506 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,625 | TotalAmt |
| Program Services | $2,082,625 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,026 | TotalAmt |
| Program Services | $233,026 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,717 | TotalAmt |
| Program Services | $1,091,717 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,762 | TotalAmt |
| Program Services | $947,762 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,892,160 | TotalAmt |
| Program Services | $2,892,160 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,016 | TotalAmt |
| Program Services | $123,016 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,879 | TotalAmt |
| Program Services | $11,879 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,722 | TotalAmt |
| Program Services | $196,722 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,880 | TotalAmt |
| Program Services | $1,097,880 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,902 | TotalAmt |
| Program Services | $467,902 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other Exp - Medical Supplies | $2,951,039 | $2,951,039 | $0 | $0 |
| Other Exp - pharmacy bad debt | $148,500 | $148,500 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,007,348 | TotalAmt |
| Program Services | $52,007,348 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,635 | BOYAmt |
| EOY | $13,997 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,214,713 | BOYAmt |
| EOY | $3,207,594 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,618,983 | BOYAmt |
| EOY | $2,199,616 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661,450 | BOYAmt |
| EOY | $704,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,400,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,199,052 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,744,408 | BOYAmt |
| EOY | $4,201,748 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,621,336 | BOYAmt |
| EOY | $3,594,738 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,088 | BOYAmt |
| EOY | $1,701,088 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,841,613 | BOYAmt |
| EOY | $15,623,633 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,492,653 | BOYAmt |
| EOY | $3,512,798 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,622,833 | BOYAmt |
| EOY | $19,244,264 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,115,486 | BOYAmt |
| EOY | $22,757,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,273,873 | BOYAmt |
| EOY | -$7,133,429 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,273,873 | BOYAmt |
| EOY | -$7,133,429 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,841,613 | BOYAmt |
| EOY | $15,623,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,500,404 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$359,152 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Genesee Valley Group Health Association, Inc. is exempt as a hospital under Internal Revenue Code Section 170(b)(1)(A)(iii); however it is not a hospital as defined by the Form 990, Section H instructions: "a hospital is a facility that is, or is required to be licensed, registered, or similarly recognized by a state as a hospital." Genesee Valley Group Health Association does not meet any of these requirements. Genesee Valley Group Health Association is licensed under Article 28 of the New York State Public Health Law to operate diagnostic and treatment centers. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $622,803 | OtherCostOrOtherBasisAmt |
| Book Value | $622,803 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,213,469 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,012,192 | DepreciationAmt |
| Book Value | $201,277 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,426,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,033,936 | DepreciationAmt |
| Book Value | $1,392,844 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,137,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,152,924 | DepreciationAmt |
| Book Value | $1,984,824 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,201,748 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Limited Liability Company | Desc |
| Book Value | $3,594,738 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,594,738 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reg 164 Trust | Desc |
| Book Value | $1,701,088 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,701,088 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliates | $16,286,297 |
| Post Retirement Benefits | $2,046,109 |
| Long Term Debt | $896,016 |
| Current debt | $15,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,244,264 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $64,745,482 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $17,238,538 | OtherRevenueAmt |
| Revenue Not Reported | $17,238,538 | RevenueNotReportedAmt |
| Revenue Subtotal | $47,506,944 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,506,944 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $69,245,886 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $17,238,538 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,238,538 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,007,348 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $52,007,348 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740, Income Taxes provides that a tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. income tax positions must meet a more likely than not recognition threshold to be recognized. This Topic also provides guidance on measurement, derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. The Company recognized any interest and penalties related to unrecognized tax benefits within the other expenses line in the accompanying statements of activities and changes in net assets. Accrued interest and penalties are included within accounts payable and accrued expenses in the accompanying statements of financial position. There were no interest and penalties recognized for 2015 or 2014. The Company does not anticipate any uncertain tax positions within the next twelve months. |
| Schedule D, Part XI, Line 2d | Pharmacy Cost of Goods Sold $<17,238,538> |
| Schedule D, Part XII, Line 2d | Pharmacy Cost of Goods Sold $<17,238,538> |
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 |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher C Booth | ||||||||||||||
| Director | $0 | $895,015 | $0 | $1,016,245 | $0 | $5,365 | $0 | $232,081 | $0 | $22,292 | $0 | $2,170,998 | $0 | $0 |
| Dorothy Coleman | ||||||||||||||
| CFO and Treasurer | $0 | $546,399 | $0 | $492,094 | $0 | $11,597 | $0 | $72,769 | $0 | $23,815 | $0 | $1,146,674 | $0 | $0 |
| Stephen Sloan | ||||||||||||||
| Secretary | $0 | $460,170 | $0 | $311,440 | $0 | $8,017 | $0 | $103,438 | $0 | $23,616 | $0 | $906,681 | $0 | $0 |
| Paul Eisenstat | ||||||||||||||
| CEO | $0 | $368,087 | $0 | $207,380 | $0 | $1,905 | $0 | $30,052 | $0 | $18,739 | $0 | $626,163 | $0 | $0 |
| Stephen LaSalle | ||||||||||||||
| COO | $0 | $216,481 | $0 | $59,677 | $0 | $1,613 | $0 | $30,076 | $0 | $22,981 | $0 | $330,828 | $0 | $0 |
| Margaret Cassady | ||||||||||||||
| Assistant Secretary | $0 | $259,766 | $0 | $43,590 | $0 | $2,973 | $0 | $28,831 | $0 | $9,936 | $0 | $345,096 | $0 | $0 |
| James Haefner | ||||||||||||||
| Assistant Treasurer | $0 | $216,026 | $0 | $75,805 | $0 | $85,232 | $0 | $54,167 | $0 | $22,785 | $0 | $454,015 | $0 | $0 |
| Stephen Cohen | ||||||||||||||
| Interim President | $0 | $245,244 | $0 | $5,976 | $0 | $2,852 | $0 | $31,521 | $0 | $22,193 | $0 | $307,786 | $0 | $0 |
| Andrew Wilson | ||||||||||||||
| President | $0 | $214,991 | $0 | $30,000 | $0 | $41,322 | $0 | $3,103 | $0 | $5,189 | $0 | $294,605 | $0 | $0 |
| Mark Perry | ||||||||||||||
| Chief Medical Officer | $0 | $272,156 | $0 | $83,287 | $0 | $607 | $0 | $13,943 | $0 | $20,760 | $0 | $390,753 | $0 | $0 |
| Robert Cole | ||||||||||||||
| Medical Director | $257,592 | $0 | $36,111 | $0 | $830 | $0 | $7,950 | $0 | $24,590 | $0 | $327,073 | $0 | $0 | $0 |
| Douglas Golding | ||||||||||||||
| Medical Director | $0 | $239,902 | $0 | $36,210 | $0 | $1,153 | $0 | $20,170 | $0 | $22,101 | $0 | $319,536 | $0 | $0 |
| Mark Cohen | ||||||||||||||
| Medical Director | $235,771 | $0 | $0 | $0 | $2,177 | $0 | $6,816 | $0 | $3,583 | $0 | $248,347 | $0 | $0 | $0 |
| Theo Turque | ||||||||||||||
| Medical Director | $201,164 | $0 | $0 | $0 | $1,096 | $0 | $5,464 | $0 | $19,482 | $0 | $227,206 | $0 | $0 | $0 |
| Deborah Carlascio | ||||||||||||||
| VP Patient Clinicial Services | $0 | $168,896 | $0 | $27,381 | $0 | $1,559 | $0 | $29,460 | $0 | $21,478 | $0 | $248,774 | $0 | $0 |
| Michael Jordan | ||||||||||||||
| Physician | $139,801 | $0 | $211,353 | $0 | $6,107 | $0 | $7,950 | $0 | $22,948 | $0 | $388,159 | $0 | $0 | $0 |
| Valerie Newman | ||||||||||||||
| Physician | $231,601 | $0 | $92,204 | $0 | $2,252 | $0 | $5,439 | $0 | $21,108 | $0 | $352,604 | $0 | $0 | $0 |
| Stephanie Fretz | ||||||||||||||
| Physician | $128,394 | $0 | $175,239 | $0 | $1,804 | $0 | $5,634 | $0 | $24,666 | $0 | $335,737 | $0 | $0 | $0 |
| Richard Vienne | ||||||||||||||
| VP & CMO | $9,945 | $245,527 | $0 | $43,589 | $0 | $1,771 | $216 | $24,082 | $16 | $21,655 | $10,177 | $336,624 | $0 | $0 |
| Matthew Bartels | ||||||||||||||
| CMO - Health Care Imprv | $33,600 | $189,570 | $38,852 | $28,427 | $163 | $1,128 | $2,128 | $11,712 | $167 | $19,511 | $74,910 | $250,348 | $0 | $0 |
| David H Klein | ||||||||||||||
| Former CEO | $0 | $0 | $0 | $0 | $0 | $1,629,673 | $0 | $118,109 | $0 | $8,768 | $0 | $1,756,550 | $0 | $1,610,815 |
| Emil D Duda | ||||||||||||||
| Former Treasurer | $0 | $0 | $0 | $0 | $0 | $4,834,275 | $0 | $0 | $0 | $13,521 | $0 | $4,847,796 | $0 | $898,368 |
| Jason Smith | ||||||||||||||
| Former Key Employee | $84,971 | $0 | $20,244 | $0 | $121 | $0 | $3,245 | $0 | $8,658 | $0 | $117,239 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Gross up amounts for relocation expense reimbursement were paid to the President. The amounts were included in taxable compensation. |
| Schedule J, Part I, Line 3 | The CEO of the filing organization is compensated by a related organization. His compensation is determined in accordance with a Board of Directors approved Executive Compensation Philosophy. The executive compensation process includes an evaluation of market comparable organizations. The Secretary, CFO and Treasurer of the filing organization are also the Secretary CFO/Treasurer of the related organization. The process to determine their compensation includes the use of an external consultant and approval of the Board of Directors of the related organization. |
| Schedule J, Part I, Line 4 | The following persons from Part VII, Section A, Line 1a participated in a supplemental nonqualified retirement plan of a related organization: D. Klein, E. Duda, C. Booth, D. Coleman, S. Sloan, P. Eisenstat, M. Perry, J. Haefner, S. LaSalle, D. Golding and M. Cassady. D. Klein and J. Haefner both participated in an equity-based compensation arrangement of a related entity that resulted in 2015 distributions of $132,280 and $82,675, respectively. |
| Schedule J, Part I, Line 5 | Some officers and key employees participate in a company incentive program. Bonuses are established from the Board approved strategic operating plan of the company or related company. Performance against prescribed goals is utilized in determining incentive awards. |
| Schedule J, Part II | Schedule J, Part II, Column (B)(iii) - The amount of Other Reportable Compensation reported for David Klein of $1,629,673 consists primarily of payments of $1,610,815 to Mr. Klein pursuant to a Supplemental Excess Retirement Plan maintained by the related (parent) company. This payment was reported on a prior 990 and thus is also reflected in Column (F). The amount of Other Reportable Compensation reported for Emil Duda of $4,834,275 consists primarily of a distribution of $3,932,829 from an equity-based compensation arrangement of a related party and payments of $898,368 from a Supplemental Excess Retirement Plan (SERP) maintained by a related party (parent) company. The SERP payment was reported on a prior 990 and this is also reflected in Column (F). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Excellus Health Plan | |||
| Parent | $20,998,826 | Revenue from parent | 0 |
| Excellus Health Plan | |||
| Parent | $7,978,318 | Mgmt fees & purchased services | 0 |
| Excellus Health Plan | |||
| Parent | $1,681,842 | Rental of space | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | The filing organization has various business transactions with Excellus Health Plan whose CEO, CFO, Secretary, Assistant Secretary and Assistant Treasurer are also officers of the filing organization. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 22 | Subsequent to the issuance of the financial statements for the year ended December 31, 2014, the organization identified an error which resulted in an understatement of due to affiliates and a corresponding overstatement of revenue and net assets. As a result the prior year reporting on the 2015 Form 990 was restated to incorporate the adjustment. The Prior Year column on Part I: Line 9 (Program Service Revenue), Line 21 (Total Liabilities) & Line 22 (Net Assets) reflect the correction of this error consistent with the restated audited financial statements. |
| Form 990, Part VI, Section A, Line 2 | GVGHA officers Andrew Wilson, Mark Perry and Stephen LaSalle and GVGHA key employee Douglas Golding are employees of Excellus Health Plan, Inc. (a related organization). Such employees have a business relationship with GVGHA officers Christopher Booth, Dorothy Coleman, Stephen Sloan, James Haefner and Margaret Cassady who are also officers of Excellus Health Plan, Inc. |
| Form 990, Part VI, Section A, Line 6 | The organization's sole member is Excellus Health Plan, Inc. |
| Form 990, Part VI, Section A, Line 7a | Pursuant to a resolution of the Board of Directors of Excellus Health Plan, Inc. (the sole member of the organization) the Chief Executive Officer of Excellus Health Plan, Inc. is empowered to act on behalf of Excellus Health Plan, Inc. to elect or reelect the organization's directors. This occurs at a joint annual meeting of the sole member and Board of Directors of the organization, which is held during the first six months of the year pursuant to the Bylaws of the organization. |
| Form 990, Part VI, Section A, Line 7b | Bylaws amendments must be approved by the sole member. Certain governance actions (such as the sale of all or substantially all of the assets of the organization) require approval of the member under the New York Not-for-Profit Corporation Law. |
| Form 990, Part VI, Section B, Line 11b | The completed IRS Form 990 was provided to the organization's Board of Directors prior to filing allowing the opportunity for review. Responses were provided to questions raised by the governing body and any comments were analyzed and incorporated as applicable. |
| Form 990, Part VI, Section B, Line 12c | The organization's Conflict of Interest Policy is regularly and consistently enforced via a robust annual process. Annually, all employees who hold a position at the Director level or above complete the Conflict of Interest Questionnaire. New or newly promoted employees at the Director level complete the questionnaire at the time of employment or promotion. The Corporate Director of Ethical Compliance is responsible for the annual distribution, tracking, review and reporting of the Conflict of Interest or potential Conflict of Interest Questionnaires for employees of the Corporation. Corporate level counsel reviews all Conflict of Interest or potential Conflicts of Interest and makes recommendations. |
| Form 990, Part VI, Section B, Line 15 | The CEO, other officers and key employee compensation is established in conjunction with the Board of Directors by having Human Resources engage independent compensation consultants that provide compensation surveys and information of comparable organizations, as well as market standards and best practices, to make informed compensation decisions on a prospective basis. |
| Form 990, Part VI, Section C, Line 18 | Form 990 is available online via Guidestar.org. |
| Form 990, Part VI, Section C, Line 19 | Governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Form 990, Part VII, Section A, Line 1a | Column B - Some of the trustees and officers that devote time to the filing organization do so on an allocated basis as supported by a management fee arrangement with a related organization. Such trustees and officers receive their compensation from a related organization. In some cases these trustees and officers devote all of their time to the filing organization, and in others the related organization is where the majority of their time is devoted. |
| Form 990, Part XI, Line 9 | Amortization of Net Gain/Loss - Defined Benefit Plans |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Genesee Region Home Care Assoc Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 160844109 | Home Health Services | NY | 501(c)(3) | 509(a)(2) | Excellus Health Plan | Yes (1) |
| Genesee Region Home Care of Ontario County Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 223257719 | Home Health Services | NY | 501(c)(3) | 509(a)(2) | Excellus Health Plan | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Univera IPA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Court Street | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14647 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454058523 | EIN |
| Primary Activities | Independent Practice Association | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lifetime Healthcare Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161514675 | Holding Co | NY | N/A | C | 0 | ||
| Excellus Health Plan Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 150329043 | Health Insurer | NY | N/A | C | |||
| Beacon Network Services Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 141830065 | Inactive | NY | N/A | C | |||
| Excellus Acquisition Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 141830065 | Holding Co | NY | N/A | C | |||
| MedAmerica Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161581817 | Holding Co | NY | N/A | C | |||
| Excellus Ventures Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161550984 | Holding Co | NY | N/A | C | |||
| Upstate Professional Liability Corp | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 141783968 | Inactive | NY | N/A | C | |||
| North Star Home Health Management Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161548051 | Holding Co | NY | N/A | C | |||
| MedAmerica Insurance Company of NY | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161310986 | Long Term Care Ins | NY | N/A | C | |||
| MedAmerica Insurance Company | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 340977231 | Long Term Care Ins | PA | N/A | C | |||
| MedAmerica Insurance Company of FL | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 141993330 | Long Term Care Ins | FL | N/A | C | |||
| Lifetime Benefit Solutions Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161171765 | Third Party Administrator | NY | N/A | C | |||
| Excellus Insurance Agency Inc | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161588653 | Insurancy Agency | NY | N/A | C | |||
| MIG Assurance Ltd | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 980210843 | Long Term Care Insurance | N/A | C | CJ | |||
| Lifetime Healthcare Companies Workers' | |||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161483185 | Grantor Trust | NY | N/A | T | Compensation Trust | ||
| 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 | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Excellus Health Plan Inc | ||
| l | $20,998,826 | Fair market value |
| Excellus Health Plan Inc | ||
| m | $7,978,318 | Fair market value |
| Excellus Health Plan Inc | ||
| k | $1,681,842 | Fair market value |