2025-11-14T10:37:57-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2024-01-01 465489816 ADVANCE CARE ALLIANCE OF NY INC ADVA 8336922269 300 MOTOR PARKWAY 105 HAUPPAUGE NY 11788 DEAN JOHNSTON CAO & CFO 8336922269 2025-11-13 1 1 CATHERINE PETERCSAK P01357092 5167472000 2025-11-13 X 2024 2025-03-06 01:10:19Z NICHOLAS CAPPOLETTI 300 MOTOR PARKWAY 105 HAUPPAUGE NY 11788 111814111 0 X WWW.ACANY.ORG X 2014 NY ACANY OFFERS COMPREHENSIVE CARE COORDINATION TO PEOPLE WITH INTELLECTUAL AND/OR DEV. DISABILITIES. 9 9 1285 9 0 0 2799707 402229 105191062 109243522 834189 1940643 0 0 108824958 111586394 0 0 0 0 90304740 98348824 0 0 0 10672692 9472391 100977432 107821215 7847526 3765179 75211704 81011283 16511526 18347457 58700178 62663826 X ADVANCE CARE ALLIANCE OF NEW YORK, INC. (ACANY) IS DEDICATED TO PROVIDING THE SUPPORT AND SERVICES FOR YOU OR YOUR LOVED ONE WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY NEED TO LEAD AN ACTIVE, HEALTHY, AND FULFILLING LIFE. ACANY WAS FORMED BY THREE PROVIDER NETWORKS- ALLIANCE CARE NETWORK, ADVANCE OF GREATER NEW YORK, AND LONG ISLAND ALLIANCE- WHO TOGETHER REPRESENT MORE THAN 100 WELL-ESTABLISHED, NOT-FOR-PROFIT AGENCIES OPERATING IN NEW YORK CITY, LONG ISLAND, AND THE HUDSON VALLEY. ACANY'S AGENCIES PROVIDE HIGH-QUALITY SERVICES TO OVER 25,000 PEOPLE WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES, FUNDED AND OVERSEEN BY NEW YORK STATE'S OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES (OPWDD). 0 0 101809070 0 109243522 ACANY IS A CARE COORDINATION ORGANIZATION/HEALTH HOME, WHICH IS A TYPE OF HEALTHCARE PROVIDER RESPONSIBLE FOR COORDINATING THE SERVICES AND SUPPORTS THAT INDIVIDUALS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES MIGHT NEED TO LIVE IN THE COMMUNITY. ACANY WORKS WITH INDIVIDUALS AND THEIR FAMILIES TO DEVELOP AN INTEGRATED, COMPREHENSIVE CARE PLAN THAT ENCOMPASSES HEALTHCARE, BEHAVIORAL HEALTH SERVICES, COMMUNITY AND SOCIAL SUPPORTS WHILE ENSURING ALIGNMENT OF OBJECTIVES ACROSS HEALTHCARE AND DEVELOPMENTAL DISABILITIES SERVICE PROVIDERS. ACANY ASSISTS INDIVIDUALS AND FAMILIES WITH ACCESSING THE SUPPORTS AND SERVICES THAT PROMOTE WELL-ROUNDED AND FULFILLING LIVES. 101809070 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 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 0 1 0 0 0 1 36 0 1285 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X DEAN JOHNSTON CAO & CFO 8336922269 300 MOTOR PARKWAY STE 105 HAUPPAUGE NY 11788 STEVEN VERNIKOFF CHAIR ( UNTIL 6/30/24) 40.00 0.00 X X 0 0 0 JILL GENTILE CHAIR (AS OF 6/30/24) 40.00 0.00 X X 0 0 0 SCOTT L BARKIN PHD SECRETARY 40.00 0.00 X X 0 0 0 WALTER W STOCKTON TREASURER 40.00 0.00 X X 0 0 0 ELLIOT BROWNSTEIN DIRECTOR 40.00 0.00 X 0 0 0 LISA VEGLIA DIRECTOR 40.00 0.00 X 0 0 0 DAVID MANDEL DIRECTOR 40.00 0.00 X 0 0 0 JANICE ARIS DIRECTOR 40.00 0.00 X 0 0 0 KIM KUBASEK DIRECTOR 40.00 0.00 X 0 0 0 ROBERT BUDD DIRECTOR 40.00 0.00 X 0 0 0 NICHOLAS CAPPOLETTI CEO 40.00 0.00 X 0 580867 383653 DEAN JOHNSTON EVP CAO/CFO 40.00 0.00 X 0 366308 14212 GERARD JOSEPH TO 62924 CHIEF FINANCIAL OFFICER 40.00 0.00 X 11285 249655 12023 JOHN F VON AHN EVP GENERAL COUNSEL 40.00 0.00 X 0 344193 14120 NATHAN WHITE ENDERS CHIEF INFORMATION OFFICER (CIO) 40.00 0.00 X 0 242402 24908 DENISE M VAN DYNE SENIOR VP OF HUMAN RESOURCES 40.00 0.00 X 0 170656 34541 JAIME S MADDEN CHIEF OPERATING OFFICER 40.00 0.00 X 11304 304580 23377 LAUREN E JOHNSON ALBARONI SVP OF QUALITY & COMPLIANCE 40.00 0.00 X 0 199940 17612 KRISTEN DENISE SCHOLL VP OF INTEGRATED CARE INITIATIVES 40.00 0.00 X 0 192088 14164 KIMBERLY JAYNES REGIONAL VP OF CARE MANAGEMENT 40.00 0.00 X 166921 0 52545 CAROLYN LEARY SENIOR VP OF CARE MANAGEMENT 40.00 0.00 X 186300 0 21820 RENEE MANZA REGIONAL VP OF CARE MANAGEMENT 40.00 0.00 X 155940 0 18431 531750 2650689 631406 47 0 1 0 COORDINATED CARE ALLIANCE OF NY INC 258 GENESEE ST MEZZANINE UTICA NY 13502 MANAGEMENT SERVICES 13369767 PAYCOM PAYROLL LLC 75101 W MEMORIAL ROAD OKLAHOMA CITY OK 73142 PAYROLL PROCESSING FEES 567558 CLEAN ROYAL SERVICES 63 HILTON AVENUE HEMPSTEAD NY 11550 CLEANING SERVICES 388433 BAKER TILLY US LLP BOX 78978 MILWAUKEE WI 532788975 AUDIT & TAX PREPARATION FEES 145525 CYRACOM LLC 2650 E ELVIRA ROAD SUITE 132 TUCSON AZ 85756 INTERPRETAION & TRANSLATION SERVICES 103601 9 402229 402229 CARE COORDINATION REVENUE 623990 109243522 109243522 109243522 1959355 1959355 209005 227717 -18712 -18712 -18712 111586394 109243522 0 1940643 3564238 3564238 76329193 75374959 954234 2095451 2095451 10262355 9874062 388293 6097587 5773261 324326 46794 46794 869746 478271 391475 262822 230225 32597 803648 757227 46421 2796579 2663251 133328 1813690 1791951 21739 673887 632819 41068 30880 28608 2272 132 132 153219 153219 355288 341533 13755 MINOR EQUIPMENT AND REL 605755 579966 25789 MISCELLANEOUS 459868 448113 11755 REPAIRS & MAINTENANCE 435186 435148 38 RECRUITING 133520 129248 4272 31377 21626 9751 107821215 101809070 6012145 0 46451979 56517617 6065997 3618796 6145021 3732514 1411153 1337891 3696275 3466479 374559 229796 3885322 4322178 5264661 4873285 5613012 6379206 75211704 81011283 11448191 8887052 1624971 5063335 7835434 16511526 18347457 X 58700178 62663826 58700178 62663826 75211704 81011283 3765179 198469 0 X 0 1 X 1 0 X 472827 1891891 10001021 2799707 402229 15567675 472827 1891891 10001021 2799707 402229 15567675 15567675 5279 39164 141393 860795 1959355 3005986 2117 46537 67431 116085 18689746 518587389 0.83300 0.92880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 2,117. 2022 AMOUNT: $ 67,431. INSURANCE REIMBURSEMENT - 2021 AMOUNT: $ 46,537. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3391472 3161676 229796 304803 304803 0 229796 INVESTMENT IN TRIADD, LLC 4873285 C 4873285 SECURITY DEPOSITS 688036 RIGHT OF USE ASSET, OPERATING LEASES 5619278 OTHER ASSETS 47133 DUE FROM LIFEPLAN CCO NY, LLC 24759 6379206 OPERATING LEASE LIABILITIES 5714394 DUE TO GOVERNMENT 1875254 DUE TO COORDINATED CARE ALLIANCE NY, INC. 245703 DUE TO TRIADD, LLC 83 7835434 X 111784863 198469 198469 111586394 0 111586394 107821215 0 107821215 0 107821215 PART X, LINE 2: MANAGEMENT HAS EVALUATED ACANY'S TAX POSITIONS AND CONCLUDED THAT ACANY HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION 740. X 1 0 0 0 0 0 0 1 0 NICHOLAS CAPPOLETTI CEO 0 530867 0 50000 0 0 0 342743 0 40910 0 964520 0 0 DEAN JOHNSTON EVP CAO/CFO 0 341308 0 25000 0 0 0 13800 0 412 0 380520 0 0 JOHN F VON AHN EVP GENERAL COUNSEL 0 319193 0 25000 0 0 0 13708 0 412 0 358313 0 0 JAIME S MADDEN CHIEF OPERATING OFFICER 11304 269580 0 35000 0 0 11791 11377 209 0 23304 315957 0 0 GERARD JOSEPH TO 62924 CHIEF FINANCIAL OFFICER 11285 176155 0 73500 0 0 11814 0 0 209 23099 249864 0 0 NATHAN WHITE ENDERS CHIEF INFORMATION OFFICER (CIO) 0 205402 0 37000 0 0 0 0 0 24908 0 267310 0 0 KIMBERLY JAYNES REGIONAL VP OF CARE MANAGEMENT 151883 0 15038 0 0 0 6029 0 46516 0 219466 0 0 0 LAUREN E JOHNSON ALBARONI SVP OF QUALITY & COMPLIANCE 0 181040 0 18900 0 0 0 8025 0 9587 0 217552 0 0 CAROLYN LEARY SENIOR VP OF CARE MANAGEMENT 169500 0 16800 0 0 0 6498 0 15322 0 208120 0 0 0 KRISTEN DENISE SCHOLL VP OF INTEGRATED CARE INITIATIVES 0 182088 0 10000 0 0 0 3918 0 10246 0 206252 0 0 DENISE M VAN DYNE SENIOR VP OF HUMAN RESOURCES 0 153656 0 17000 0 0 0 6988 0 27553 0 205197 0 0 RENEE MANZA REGIONAL VP OF CARE MANAGEMENT 141900 0 14040 0 0 0 5543 0 12888 0 174371 0 0 0 PART I, LINE 4A GERARD JOSEPH RECEIVED A SEVERANCE PAYMENT OF $ 73,500 DURING 2024. PART I, LINE 7 BONUSES REPRESENT ANNUAL APPRECIATION AMOUNTS BASED ON PERFORMANCE. MANAGEMENT SERVICES ORGANIZATION: ACANY ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH COORDINATED CARE ALLIANCE NY, INC. (CCANY). CCANY IS A MANAGEMENT SERVICES COMPANY THAT, FOR FORM 990 PURPOSES, IS CONSIDERED A RELATED ORGANIZATION TO ACANY. AS A RESULT, THE FULL COMPENSATION OF APPLICABLE CCANY STAFF IS REPORTED ON THE ACANY FORM 990 VS JUST THE PORTION ALLOCATED TO ACANY. CCANY WAS FORMED BY LIFEPLAN CCO NY (LIFEPLAN) AND ACANY TO PROVIDE EXECUTIVE, MANAGEMENT, AND ALL SUPPORT FUNCTIONS FOR BOTH LIFEPLAN AND ACANY AS WELL AS FOR ITSELF. THESE SERVICES, WHICH WERE PERFORMED BY ACANY, WERE TRANSFERRED TO CCANY ON JANUARY 1, 2024. THE SERVICES PERFORMED INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE MANAGEMENT, FINANCE, INFORMATION TECHNOLOGY, HUMAN RESOURCES, COMPLIANCE, TRAINING, ETC. NICHOLAS CAPPOLETTI'S RETIREMENT AND DEFERRED COMPENSATION FROM A RELATED ORGANIZATION INCLUDES A ONE-TIME $312,743 EXPENSE FOR A SUPPLEMENTAL NONQUALIFIED POSTRETIREMENT MEDICAL BENEFITS PLAN. THIS AMOUNT REFLECTS A 2024 PLAN AMENDMENT THAT RESULTED IN THE FULL VESTING OF BENEFITS ACCRUED FROM 2019 THROUGH 2024. THERE WERE NO ASSOCIATED SERVICE COSTS, INTEREST COSTS, OR BENEFIT PAYMENTS. THIS NON-CASH ACCOUNTING EXPENSE WAS RECORDED BY THE RELATED ORGANIZATION AND WAS NOT INCLUDED IN THE 2024 MANAGEMENT AND GENERAL EXPENSES CHARGED TO THE REPORTING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 ACANY ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH COORDINATED CARE ALLIANCE NY, INC. (CCANY). CCANY IS A MANAGEMENT SERVICES COMPANY THAT, FOR FORM 990 PURPOSES, IS CONSIDERED A RELATED ORGANIZATION TO ACANY. AS A RESULT, THE FULL COMPENSATION OF APPLICABLE CCANY STAFF IS REPORTED ON THE ACANY FORM 990, HOWEVER, ACANY ONLY INCURS A PORTION OF THIS COMPENSATION BASED ON THE NUMBER OF PEOPLE SERVED. ALL COMPENSATION IS APPROVED BY THE CCANY BOARD AND ITS RELATED ENTITIES. CCANY WAS FORMED BY LIFEPLAN CCO NY (LIFEPLAN) AND ACANY TO PROVIDE EXECUTIVE, MANAGEMENT, AND ALL SUPPORT FUNCTIONS FOR BOTH LIFEPLAN AND ACANY AS WELL AS FOR ITSELF. THESE SERVICES, WHICH WERE PERFORMED BY ACANY, WERE TRANSFERRED TO CCANY ON JANUARY 1, 2024. THE SERVICES PERFORMED INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE MANAGEMENT, FINANCE, INFORMATION TECHNOLOGY, HUMAN RESOURCES, COMPLIANCE, TRAINING, ETC. FORM 990, PART VI, SECTION A, LINE 6 ACANY MEMBERS INCLUDE THE INDIVIDUAL MEMBER AGENCIES OF ALLIANCE CARE NETWORK ("ACN"), ADVANCE OF GREATER NEW YORK ("AGNY"), AND LONG ISLAND ALLIANCE ("LIA"). FORM 990, PART VI, SECTION A, LINE 7A THERE ARE 3 CLASSES OF MEMBERS: CLASS A MEMBER(S)-ACN, CLASS B MEMBER(S) - AGNY, & CLASS C MEMBER(S) - LIA. EACH CLASS OF MEMBERS SHALL ELECT 3 INDIVIDUALS TO SERVE AS DIRECTORS. IN ADDITION TO THE INDIVIDUALS ELECTED BY EACH OF THE CLASS A, B AND C MEMBERS, THE CORPORATE MEMBERS MAY, AT THE ANNUAL MEETING OF THE CORPORATE MEMBERS, ELECT UP TO FOUR (4) AT LARGE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNANCE DECISIONS CAN ONLY BE MADE BY THE THREE ACA MEMBER ORGS AND NOT THE GOVERNING BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD. ACANY THEN HOLDS FOR 5 BUSINESS DAYS FOR FEEDBACK OR QUESTIONS AND THEN FILES THE 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED YEARLY TO ALL MEMBERS OF THE BOARD AND REQUIRES ANY MEMBER OF THE BOARD THAT MAY POSSIBLY HAVE A CONFLICT OF INTEREST IN FACT OR APPEARANCE TO REPORT IT IMMEDIATELY. THIS POLICY COVERS BOTH BUSINESS & PERSONAL RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO HAS AN EMPLOYMENT CONTRACT THAT IS REVIEWED EVERY 3 YEARS. A THIRD-PARTY CONSULTING FIRM IS UTILIZED TO PERFORM A COMPENSATION STUDY TO ASSIST THE BOARD WITH DETERMINING EXECUTIVE PAY. FORM 990, PART VI, SECTION C, LINE 19 ACANY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 FILINGS AVAILABLE TO THE PUBLIC UPON REQUEST. COORDINATED CARE ALLIANCE NY INC 258 GENESEE STREET MEZZANINE LEVEL UTICA NY 13502 PROVIDES ADMINISTRATIVE AND SUPPORT SERVICES FOR ACANY AND LIFEPLAN CCO NY 501(C)(3) LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 COORDINATED CARE ALLIANCE NY INC M 1274186 COST COORDINATED CARE ALLIANCE NY INC O 12096071 COST COORDINATED CARE ALLIANCE NY INC P 195286 COST COORDINATED CARE ALLIANCE NY INC Q 69614 COST