2025-11-20T15:01:44-06:00 2023-12-31 460475780 GROSSMAN ST AMOUR CPAS PLLC 110 WEST FAYETTE STREET SUITE 900 SYRACUSE NY 13202 990 2023-01-01 473666096 NATIONAL COMMUNITY ONCOLOGY DISPENSING ASSOCIATION INC NATI 3152564935 PO BOX 468 CAZENOVIA NY 13035 MICHAEL REFF EXECUTIVE DIRECTOR 3152564935 2025-11-17 1 0 LINDA GABOR CPA P00964862 3154241120 2023 2025-03-06 01:10:19Z X MICHAEL REFF PO BOX 468 CAZENOVIA NY 13035 32845663 0 X WWW.NCODA.ORG X 2015 NY THE ORGANIZATION WILL CREATE PROGRAMS AND MATERIAL THAT WILL HELP EDUCATE PATIENTS AND HEALTHCARE PROVIDERS REGARDING ORAL ONCOLOGY AND SUPPORTIVE MEDICATIONS FOR THE IMPROVEMENT OF PATIENT CARE, 9 6 37 5 0 0 16534 10375 10895940 11926137 46053 610475 16075 6732 10974602 12553719 0 0 0 0 4105481 4618350 0 0 0 3854898 4905347 7960379 9523697 3014223 3030022 17042518 19395237 2293784 1403157 14748734 17992080 THE ORGANIZATION WILL CREATE PROGRAMS AND MATERIAL THAT WILL HELP EDUCATE PATIENTS AND HEALTHCARE PROVIDERS REGARDING ORAL ONCOLOGY AND SUPPORTIVE MEDICATIONS FOR THE IMPROVEMENT OF PATIENT CARE. 0 0 7992437 11932869 EDUCATIONAL PROGRAMS FOR HEALTHCARE PROVIDERS AND PHARMACEUTICAL COMPANIES REGARDING ORAL ONCOLOGY AND SUPPORTIVE MEDICATIONS. 7992437 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 117 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 NY X MICHAEL J REFF 3156554640 PO BOX 468 CAZENOVIA NY 13035 JAMES SCHWARTZ PRESIDENT 1.00 X X 0 0 0 NANCY EGERTON VICE PRESIDENT 1.00 X X 6500 0 0 JONAS CONGELLI TREASURER 1.00 X X 13300 0 0 JOHN LONG BOARD MEMBER 0.50 X 0 0 0 ELDON MAYER BOARD MEMBER 0.50 X 0 0 0 JIM HOLMES SECRETARY 0.50 X X 0 0 0 JOE ROCCO BOARD MEMBER 1.00 X 6450 0 0 GEORGE LOREFICE BOARD MEMBER 0.50 X 0 0 0 RICK POOLER BOARD MEMBER 0.50 X 0 0 0 MICHAEL REFF EXECUTIVE DIRECTOR 40.00 X 914479 0 16000 STEPHEN ZITER EMPLOYEE 40.00 X 321670 0 16000 STACEY MCCULLOUGH EMPLOYEE 40.00 X 315546 0 3000 ROBERT ASHFORD EMPLOYEE 40.00 X 191346 0 7692 GINGER BLACKMON EMPLOYEE 40.00 X 190000 0 6256 ELIZABETH BELL EMPLOYEE 40.00 X 205000 0 6517 2164291 0 55465 6 0 1 0 0 10375 10375 10375 MEMBERSHIP DUES 900099 9269490 9269490 REGISTRATIONS AND MEETINGS 541700 2656647 2656647 11926137 608901 608901 20212016 20210442 1574 1574 1574 86899 81502 5397 5397 MISCELLANEOUS REVENUE 900099 1335 1335 1335 12553719 11932869 0 610475 X 956729 861056 95673 3245264 2920738 324526 82356 74120 8236 79200 71280 7920 254801 229321 25480 181265 181265 3030796 2727716 303080 272970 272970 147969 133172 14797 49337 44403 4934 701186 631067 70119 77723 77723 95097 95097 MEMBERSHIPS & DUES 192834 192834 REGISTRATION FEES 69347 69347 MISCELLANEOUS 44071 28124 15947 CREDIT LOSS EXPENSE 32525 32525 10227 9259 968 9523697 7992437 1531260 0 874658 1963853 4208415 4081466 858753 1592933 84200 106851 60016 125469 10956476 11524665 17042518 19395237 353390 123324 1940394 1279833 2293784 1403157 X 14748734 17992080 14748734 17992080 17042518 19395237 3030022 213324 0 X X 0 1 X 1 0 X 2794309 5611354 7718613 8323694 9279865 33727835 1666597 1431264 2555744 2644629 2743546 11041780 4460906 7042618 10274357 10968323 12023411 44769615 0 0 0 44769615 13975 3503 976 46053 608901 673408 13975 3503 976 46053 608901 673408 9732 1335 11067 4474881 7046121 10275333 11024108 12633647 45454090 0.98490 0.99770 0.01480 0.00210 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2022 AMOUNT: $ 9,732. 2023 AMOUNT: $ 1,335. 0 X 12767043 213324 213324 12553719 0 12553719 9523697 0 9523697 0 9523697 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740, INCOME TAXES, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. X X 0 0 0 0 0 0 0 0 0 MICHAEL REFF EXECUTIVE DIRECTOR 434856 0 88000 0 391623 0 16000 0 0 0 930479 0 0 0 STEPHEN ZITER EMPLOYEE 246670 0 75000 0 0 0 10000 0 6000 0 337670 0 0 0 STACEY MCCULLOUGH EMPLOYEE 225546 0 90000 0 0 0 0 0 3000 0 318546 0 0 0 ELIZABETH BELL EMPLOYEE 200000 0 5000 0 0 0 6461 0 56 0 211517 0 0 0 ROBERT ASHFORD EMPLOYEE 191346 0 0 0 0 0 7692 0 0 0 199038 0 0 0 GINGER BLACKMON EMPLOYEE 155000 0 35000 0 0 0 6200 0 56 0 196256 0 0 0 PART I, LINE 3 THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION EACH YEAR AND COMPARES THE SALARY TO OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WAS PROVIDED WITH A DRAFT OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION GIVES A COPY OF THE CONFLICT OF INTEREST POLICY TO ALL DIRECTORS EACH YEAR . THE POLICY INCLUDES THE DEFINITION OF A CONFLICT OF INTEREST AND THE PROCEDURE THAT MUST BE FOLLOWED IN THE EVENT A CONFLICT EXISTS. EACH DIRECTOR IS REQUIRED TO SIGN AND DATE THE POLICY IN ORDER TO CONVEY THEIR UNDERSTANDING AND COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY BY DOING A BENCHMARKING ANALYSIS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS/CONSULTING: PROGRAM SERVICE EXPENSES 2,727,716. MANAGEMENT AND GENERAL EXPENSES 303,080. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,030,796. FORM 990, PART X11, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. FORM 990, PAGE 1, ITEM B: 2023 FORM 990 IS BEING AMENDED DUE TO THE FINANCIAL STATEMENTS NOT COMPLETED AT THE TIME OF THE ORIGINAL FILING. AS A RESULT, THE FOLLOWING CHANGES WERE MADE TO THE ORIGINAL RETURN: PAGE 1, G: INCREASED FROM $12,798,721 TO $32,845,663 PAGE 1, PART I: LINE 4: NUMBER OF INDEPENDENT VOTING MEMBERS INCREASED FROM 5 TO 6 LINE 9: PROGRAM SERVICE REVENUE DECREASED FROM $12,089,637 TO $11,926,137 LINE 11: OTHER REVENUE INCREASED FROM $6,514 TO $6,732 LINE 12: TOTAL REVENUE DECREASED FROM $12,717,001 TO $12,553,719 LINE 15: SALARIES DECREASED FROM $4,613,437 TO $4,618,350 LINE 17: OTHER EXPENSES DECREASED FROM $4,916,917 TO $4,905,347 LINE 18: TOTAL EXPENSES DECREASED FROM $9,530,354 TO $9,523,697 LINE 19: REVENUE LESS EXPENSES DECREASED FROM $3,186,647 TO $3,030,022 LINE 20: TOTAL ASSETS DECREASED FROM $19,667,082 TO $19,395,237 LINE 21: TOTAL LIABILITIES INCREASED FROM $1,199,922 TO $1,403,157 LINE 22: NET ASSETS DECREASED FROM $18,467,160 TO $17,992,080 PAGE 2, PART III, LINE 4E: PROGRAM EXPENSES INCREASED FROM $7,668,087 TO $7,992,437 PAGE 6, PART IV. LINE 1B: NUMBER OF VOTING MEMBERS INCREASED FROM 5 TO 6. PAGE 9, PART VIII: LINE 2A: MEMBERSHIP DUES INCREASED FROM $9,222,990 TO $9,269,490 LINE 2B: REGISTRATIONS & MEETINGS INCREASED FROM $2,579,697 TO $2,656,647 LINE 2C: PROGRAM FEES DECREASED FROM $286,950 TO ZERO LINE 7A: GROSS AMOUNT FROM SALES OF ASSETS INCREASED FROM $1,574 TO $20,212,016 LINE 7B: COST OR OTHER BASIS INCREASED FROM ZERO TO $20,210,442 LINE 10B: COST OF GOODS SOLD DECREASED FROM $81,720 TO $81,502 LINE 10C: NET INCOME FROM SALE OF INVENTORY INCREASED FROM $5,179 TO $5,397 LINE 12: TOTAL REVENUE DECREASED FROM $12,717,001 TO $12,553,719 PAGE 10, PART IX: LINE 5: COMPENSATION OF CURRENT OFFICERS DECREASED FROM $965,279 TO $956,729 LINE 7: OTHER SALARIES AND WAGES INCREASED FROM $3,245,263 TO $3,245,264 LINE 9: OTHER EMPLOYEE BENEFITS INCREASED FROM $62,946 TO $79,200 LINE 10: PAYROLL TAXES DECREASED FROM $256,593 TO $254,801 LINE 11G: OTHER DECREASED FROM $3,039,153 TO $3,030,796 LINE 12: ADVERTISING DECREASED FROM $273,585 TO $272,970 LINE 13: OFFICE EXPENSES INCREASED FROM $143,214 TO $147,969 LINE 17: TRAVEL DECREASED FROM $779,753 TO $701,186 LINE 19: CONFERENCES INCREASED FROM ZERO TO 77,723 LINE 24A: MEMBERSHIPS & DUES DECREASED FROM $194,753 TO $192,834 LINE 24B: REGISTRATION FEES DECREASED FROM $79,033 TO $69,347 LINE 24C: MISCELLANEOUS INCREASED FROM ZERO TO $44,071 LINE 24E: ALL OTHER EXPENSES DECREASED FROM $14,202 TO $10,227 LINE 25: TOTAL EXPENSES DECREASED FROM $9,530,354 TO $9,523,697 PAGE 11, PART X: LINE 4(B): DECREASED FROM $1,907,933 TO $1,592,933 LINE 8(B): INCREASED FROM $97,749 TO $106,851 LINE 9(B): INCREASED FROM $91,416 TO $125,469 LINE 16(B): DECREASED FROM $19,667,082 TO $19,395,237 LINE 17(B): INCREASED FROM $96,089 TO $123,324 LINE 19(B): INCREASED FROM $1,103,833 TO $1,279,833 LINE 26(B): INCREASED FROM $1,199,922 TO $1,403,157 LINE 27 & 32(B): DECREASED FROM $18,467,160 TO $17,992,080 LINE 33(B): DECREASED FROM $19,667,082 TO $19,395,237 PAGE 12, PART XI: LINE 1: DECREASED FROM $12,717,001 TO $12,553,719 LINE 2: DECREASED FROM $9,530,354 TO $9,523,697 LINE 3: DECREASED FROM $3,186,647 TO $3,030,022 LINE 8: INCREASED FROM ($82,229) TO ZERO LINE 10: DECREASED FROM $18,467,160 TO $17,992,080 SCHEDULE A, PART III: SECTION A LINE 1(E): INCREASED FROM $9,222,990 TO $9,279,865 SECTION A LINE 2(E): DECREASED FROM $2,953,546 TO $2,743,546 SECTION B LINE 9(E): DECREASED FROM $12,176,536 TO $12,013,036 SECTION B LINE 13(E): DECREASED FROM $12,786,772 TP $12,623,272 SECTION C LINE 15: DECREASED FROM 98.62% TO 98.61% SCHEDULE D, PART XI: LINE 1: DECREASED FROM $13,012,045 TO $12,767,043 LINE 2D: DECREASED FROM $81,720 TO ZERO LINE 3 & 5: DECREASED FROM $12,717,001 TO $12,553,719 SCHEDULE D, PART XII: LINE 1: DECREASED FROM $9,612,074 TO $9,523,697 LINE 2(D): DECREASED FROM $81,720 TO ZERO SCHEDULE R, PART I: COLUMN (D) TOTAL INCOME DECREASED FROM $360,212 TO $244,344 COLUMN (E) END-OF-YEAR ASSETS INCREASED FROM $475,036 TO $515,667 INNOVATIVE PATIENT SUPPORT 9 ALBANY STREET CAZENOVIA NY 13035 842005579 PATIENT SUPPORT NY 244344 505601 NATIONAL COMMUNITY ONCOLOGY DISPENSING ASSOC