GENESEE VALLEY GROUP HEALTH ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GENESEE VALLEY GROUP HEALTH ASSOCIATION (EIN 16-1005419)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201333199349303698
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-11-12T15:50:16-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161005419 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENESEE VALLEY GROUP HEALTH ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GENE | NameControl |
| Phone | 5855306760 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Court Street | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14647 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen LaSalle II | Name |
| Title | Vice President, Finance | Title |
| Phone | 5855306760 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lifetime Health Medical Group | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Stephen LaSalle | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Court St | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 128335117 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lifetimehealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 711 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 100062235 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 102917253 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15323 | InvestmentIncomePriorYear |
| Investment Income Current Year | 596454 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5813196 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4427421 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 105890754 | TotalRevenuePriorYear |
| Total Revenue Current Year | 107941128 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 43267515 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 46668360 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 42786254 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 42175130 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17570311 | OtherExpensePriorYear |
| Other Expenses Current Year | 15329213 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 103624080 | TotalExpensesPriorYear |
| Total Expenses Current Year | 104172703 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2266674 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3768425 | RevenuesLessExpensesCY |
| Total Assets BOY | 13688769 | TotalAssetsBOY |
| Total Assets EOY | 15597210 | TotalAssetsEOY |
| Total Liabilities BOY | 42373596 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14499163 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -28684827 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1098047 | NetAssetsOrFundBalancesEOY |
| Mission Description | Lifetime Health Medical Group exists to guide and support you with your health needs, to work with you to improve your health, and to care for you during illness. We will do this by: being a responsive and respectful partner in your care and addressing your health needs from your perspective, developing effective relationships with other providers to assure coordination of your care, and seeking innovative solutions to continuously improve your access to quality, evidence-based health care. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 104172703 | Expense |
| Grants | 0 | Grants |
| Revenue | 102917253 | Revenue |
| Description | Health Care Delivery: Health Services (Member Months = 106,853) | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 104172703 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 98 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 711 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Stephen LaSalle | NamePerson |
| Telephone Number | 5855306760 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Court Street | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| David H Klein | ||||||||||
| CEO | 0.4 | 40 | X | X | 0 | 20706291 | 23729 | |||
| Christopher C Booth | ||||||||||
| Director | 0.4 | 40 | X | 0 | 1621527 | 88666 | ||||
| Dorothy Coleman | ||||||||||
| Treasurer/Director | 0.8 | 40 | X | X | 0 | 819932 | 51946 | |||
| Stephen Sloan | ||||||||||
| Secretary | 0.4 | 40 | X | 0 | 682013 | 92267 | ||||
| Ann Ruflin | ||||||||||
| President | 40 | 0 | X | 0 | 409285 | 88910 | ||||
| Margaret M Cassady | ||||||||||
| Asst Secretary | 0.4 | 40 | X | 0 | 289932 | 35390 | ||||
| Mark F Perry | ||||||||||
| Chief Medical Officer | 40 | 0 | 0 | 337651 | 35012 | X | ||||
| Douglas J Golding | ||||||||||
| Medical Director | 40.0 | 0 | 0 | 265002 | 28859 | X | ||||
| Stephen C LaSalle | ||||||||||
| Sr Vice President of Finance | 40 | 0 | 0 | 240128 | 36302 | X | ||||
| Deborah A Carlascio | ||||||||||
| Vice President of Operations | 40 | 0 | 0 | 186908 | 41718 | X | ||||
| Valerie Newman | ||||||||||
| Physician | 40 | 0 | 384639 | 0 | 22239 | X | ||||
| Michael R Jordan | ||||||||||
| Physician | 40 | 0 | 339733 | 0 | 28703 | X | ||||
| Pramila Penta | ||||||||||
| Physician | 40 | 0 | 323355 | 0 | 10093 | X | ||||
| Maritza Baez | ||||||||||
| Physician | 40 | 0 | 320172 | 0 | 13480 | X | ||||
| Matthew Bartels | ||||||||||
| Physician | 10 | 30 | 140305 | 176561 | 28479 | X | ||||
| Emil D Duda | ||||||||||
| Treasurer | 0 | 40 | 0 | 25873176 | 10805 | X | ||||
| James D Spencer | ||||||||||
| Vice President | 0 | 0 | 0 | 1628685 | 21180 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1508204 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 53237091 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 657778 | TotalOtherCompensation |
| Number Individuals GT100 K | 59 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LeChase Construction Services LLC | |||||
| 300 Trolley Blvd | Rochester | NY | 14606 | Construction Mgmt/General Contractor | 1372196 |
| Eastern Niagara Radiology Associates | |||||
| 222 Genesee Street | Buffalo | NY | 14203 | Radiology Services | 990553 |
| Quality Systems Inc | |||||
| 18111 Von Karman Avenue Suite 700 | Irvine | CA | 92612 | Software Maintenance | 386532 |
| Mason Marketing Communications LLC | |||||
| 400 Whitney Rd | Penfield | NY | 14526 | Advertising | 233212 |
| Nextgen Healthcare Information | |||||
| 18111 Von Karman Avenue Suite 700 | Irvine | CA | 92612 | Software Maintenance | 216526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Capitation Revenue | 621110 | 65553720 | 65553720 | 0 | $0 |
| Fee For Service Revenue | 621110 | 37124559 | 37124559 | 0 | $0 |
| Registration Fees | 621110 | 238974 | 238974 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 102917253 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 596454 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $596,454 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 167075 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 167075 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 167075 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $167,075 | ExclusionAmount |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 24654335 | GrossSalesOfInventory |
| Cost Of Goods Sold | 20393989 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4260346 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,260,346 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107941128 | TotalRevenueColumn |
| Related Or Exempt Function Income | 102917253 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,023,875 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46668360 | Total |
| Program Services | 46668360 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34299545 | Total |
| Program Services | 34299545 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 966324 | Total |
| Program Services | 966324 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4607284 | Total |
| Program Services | 4607284 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2301977 | Total |
| Program Services | 2301977 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103110 | Total |
| Program Services | 103110 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106000 | Total |
| Program Services | 106000 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3866157 | Total |
| Program Services | 3866157 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 694936 | Total |
| Program Services | 694936 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1639027 | Total |
| Program Services | 1639027 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1068912 | Total |
| Program Services | 1068912 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3016809 | Total |
| Program Services | 3016809 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149594 | Total |
| Program Services | 149594 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15351 | Total |
| Program Services | 15351 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41181 | Total |
| Program Services | 41181 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1061162 | Total |
| Program Services | 1061162 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764644 | Total |
| Program Services | 764644 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Other Exp - Medical Supplies | 2742885 | 2742885 | 0 | 0 |
| Other Exp - Miscellaneous | 59445 | 59445 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104172703 | Total |
| Program Services | 104172703 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369676 | BOY |
| EOY | 233845 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4899967 | BOY |
| EOY | 4408801 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2515146 | BOY |
| EOY | 2375445 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489607 | BOY |
| EOY | 600563 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15309680 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11729655 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3713740 | BOY |
| EOY | 3580025 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 725045 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1700633 | BOY |
| EOY | 3673486 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13688769 | BOY |
| EOY | 15597210 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10032449 | BOY |
| EOY | 7671591 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32341147 | BOY |
| EOY | 6827572 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42373596 | BOY |
| EOY | 14499163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -28684827 | BOY |
| EOY | 1098047 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -28684827 | BOY |
| EOY | 1098047 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13688769 | BOY |
| EOY | 15597210 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3768425 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 0 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 612920 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 25401529 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
| General Explanation | Part I - 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, Schedule 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. | GeneralExplanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 420927 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 420927 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4034169 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 3931392 | Depreciation |
| Book Value | 102777 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2138229 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 602111 | Depreciation |
| Book Value | 1536118 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 8716355 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 7196152 | Depreciation |
| Book Value | 1520203 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3580025 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Reg 164 Trust | 1700817 |
| Due From Affiliates | 1972669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3673486 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Post Retirement Benefits | $1,600,303 |
| Current Debt | $1,971,527 |
| Long Term Debt | $3,255,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6827572 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 126247174 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 0 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 18306046 | OtherRevenues |
| Revenue Not Rptd F990 | 18306046 | RevenueNotRptdF990 |
| Revenue Subtotal | 107941128 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 107941128 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 122478749 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 18306046 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 18306046 | ExpensesNotRptdF990 |
| Expenses Subtotal | 104172703 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 104172703 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P10_S00_L02 | 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 at the effective date to be recognized upon the adoption of this interpretation and in subsequent periods. This Topic also provides guidance on measurement, derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. |
| SchD_P11_S00_L02d | Schedule D, Part XI, Line 2d | Pharmacy Elimination $2,129,393; Bad Debt Allowance $<45,050>; Pharmacy Cost of Goods Sold $<20,393,989>; Other Adjustments $3,600 |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Pharmacy Elimination $2,129,393; Bad Debt Allowance $<45,050>; Pharmacy Cost of Goods Sold $<20,393,989>; Other Adjustments $3,600 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 1 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David H Klein | ||||||||||||||
| CEO | 0 | 1068774 | 0 | 2092480 | 0 | 17545037 | 0 | 14169 | 0 | 9560 | 0 | 20730020 | 0 | 0 |
| Emil D Duda | ||||||||||||||
| Treasurer | 0 | 17163 | 0 | 1837018 | 0 | 24018995 | 0 | 0 | 0 | 10805 | 0 | 25883981 | 0 | 0 |
| Christopher C Booth | ||||||||||||||
| Director | 0 | 730138 | 0 | 886548 | 0 | 4841 | 0 | 70458 | 0 | 18208 | 0 | 1710193 | 0 | 0 |
| Dorothy Coleman | ||||||||||||||
| Treasurer/Director | 0 | 492154 | 0 | 248410 | 0 | 79368 | 0 | 31935 | 0 | 20011 | 0 | 871878 | 0 | 0 |
| Stephen Sloan | ||||||||||||||
| Secretary | 0 | 403565 | 0 | 273947 | 0 | 4501 | 0 | 72955 | 0 | 19312 | 0 | 774280 | 0 | 0 |
| Ann Ruflin | ||||||||||||||
| President | 0 | 311980 | 0 | 93064 | 0 | 4241 | 0 | 70419 | 0 | 18491 | 0 | 498195 | 0 | 0 |
| Margaret M Cassady | ||||||||||||||
| Asst Secretary | 0 | 239208 | 0 | 49001 | 0 | 1723 | 0 | 25812 | 0 | 9578 | 0 | 325322 | 0 | 0 |
| Mark F Perry | ||||||||||||||
| Chief Medical Officer | 0 | 256122 | 0 | 80941 | 0 | 588 | 0 | 17149 | 0 | 17863 | 0 | 372663 | 0 | 0 |
| Douglas J Golding | ||||||||||||||
| Medical Director | 0 | 226515 | 0 | 35162 | 0 | 3325 | 0 | 12096 | 0 | 16763 | 0 | 293861 | 0 | 0 |
| Stephen C LaSalle | ||||||||||||||
| Sr Vice President of Finance | 0 | 183372 | 0 | 53219 | 0 | 3537 | 0 | 16405 | 0 | 19897 | 0 | 276430 | 0 | 0 |
| Deborah A Carlascio | ||||||||||||||
| Vice President of Operations | 0 | 158760 | 0 | 26610 | 0 | 1538 | 0 | 23121 | 0 | 18597 | 0 | 228626 | 0 | 0 |
| Valerie Newman | ||||||||||||||
| Physician | 233005 | 0 | 146702 | 0 | 4932 | 0 | 5160 | 0 | 17079 | 0 | 406878 | 0 | 0 | 0 |
| Michael R Jordan | ||||||||||||||
| Physician | 141971 | 0 | 187773 | 0 | 9989 | 0 | 7500 | 0 | 21203 | 0 | 368436 | 0 | 0 | 0 |
| Pramila Penta | ||||||||||||||
| Physician | 254925 | 0 | 65769 | 0 | 2661 | 0 | 3452 | 0 | 6641 | 0 | 333448 | 0 | 0 | 0 |
| Maritza Baez | ||||||||||||||
| Physician | 211021 | 0 | 103982 | 0 | 5169 | 0 | 6876 | 0 | 6604 | 0 | 333652 | 0 | 0 | 0 |
| Matthew Bartels | ||||||||||||||
| Physician | 65908 | 143768 | 69949 | 31982 | 4448 | 811 | 3108 | 9385 | 237 | 15749 | 143650 | 201695 | 0 | 0 |
| James D Spencer | ||||||||||||||
| Vice President | 0 | 58257 | 0 | 98080 | 0 | 1472348 | 0 | 7038 | 0 | 14142 | 0 | 1649865 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The CEO of the filing organization is also the CEO of a related (parent) organization. The CEO receives his compensation from the related organization. The CEO's compensation is determined in accordance with a Board of Directors approved executive compensation philosophy. The Executive Compensation process includes an evaluation of market comparables, using an external consultant, and the process is approved by the Board of Directors of the related organization. The filing organization relies upon the related (parent) organization's process used to establish compensation. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Line 4a - One individual, J Spencer, from Part VII, Section A, Line 1a, received a severance payment in 2012 in the amount of $133,158: . Line 4b -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, S Sloan, M Cassady, A Ruflin, J Spencer, M Perry, D Golding and D Coleman. $457,762 in payments were made during 2012 to E Duda. Line 4c - The following persons from Part VII, Section A, Line 1a participated in an equity-based compensation arrangement of a related organization: D Klein and E Duda. $732,920 in payments were made during 2012 to these individuals. |
| SchJ_P01_S00_L05 | Schedule J, Part I, Line 5 | Physicians are eligible for an incentive if the filing organization exceeds its budgeted performance. |
| SchJ_P02_S00_L00 | Schedule J, Part II | Line 1(ii), column B(iii) - The amount of $17,545,037 reported for David Klein includes a total of $16,918,124 of imputed income which was not actually received by Mr. Klein in 2012. The imputed income for Mr. Klein includes the entire amount of the present value of the non-qualified retirement plan benefits that will be paid to Mr. Klein over his lifetime as an annuity. This benefit was earned by Mr. Klein based upon his length of service and compensation according to provisions of the retirement plan. Mr. Klein did not actually received any portion of this benefit in 2012. As required by IRC Section 3121 regulations, the entire value of the lifetime benefit is recognized in 2012 and applicable FICA and FUTA taxes are paid. Line 2(ii), column B(iii) - The amount of $23,561,233 reported for Emil Duda primarily consists of three items: (1) a payment from a deferred compensation plan which totalled $14,463,092 which represents compensation earned by Mr. Duda over his career which he voluntarily deferred and the earnings on these deferrals; (2) the amount of $7,862,887 which was paid to Mr. Duda pursuant to an Executive Severance Agreement entered into by Mr. Duda and approved by the Board of Directors of the related organization; (3) the amount of $1,000,000 which was paid to Mr. Duda pursuant to a retention agrement between Mr. Duda and the related organization to ensure the continued services of Mr. Duda through the period ending December 31, 2011. The remainder is for other accrued credits as of his date of termination. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Excellus Health Plan Inc | |||
| Parent | 104416927 | Revenue from Parent | 0 |
| Excellus Health Plan Inc | |||
| Parent | 1539010 | Rental of Space | 0 |
| Excellus Health Plan Inc | |||
| Parent | 5866336 | Mgmt Fees & Purchased Services | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchL_P01_S00_L01 | Schedule L, Part I, Line 1 | The filing organization has various business transactions with Excellus Health Plan Inc whose CEO is also an officer of filing organization. |
| SchL_P01_S00_L02 | Schedule L, Part I, Line 2 | The filing organization has various business transactions with Excellus Health Plan Inc whose CEO is also an officer of filing organization. |
| SchL_P01_S00_L03 | Schedule L, Part I, Line 3 | The filing organization has various business transactions with Excellus Health Plan Inc whose CEO is also an officer of filing organization. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | The following GVGHA board members are currently or formerly officers of Excellus Health Plan: David Klein, Emil Duda, Christopher Booth, Dorothy Coleman, and Stephen Sloan. |
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | The organization's sole member is Excellus Health Plan, Inc. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | Excellus Health Plan, Inc. may elect one or more members of the organization's governing body. This formal election (or reconfirmation of existing members of the governing body) occurs at the Excellus annual meeting in March, but can also occur (on an as needed basis) at any of its regularly scheduled meetings throughout the year. |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | The sale of all or substantially all assets of the organization would require the approval of the member (Excellus Health Plan, Inc.). |
| F990_P06_S0B_L11b | 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. |
| F990_P06_S0B_L12c | 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 legal counsel reviews all Conflicts of Interest or potential Conflicts of Interest and makes recommendations. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Line 15a) 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. Line 15b) 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. |
| F990_P06_S0C_L18 | Form 990, Part VI, Section C, Line 18 | Form 990 is available online via Guidestar.org. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The governing documents, Conflict of Interest Policy, and financial statements are not made available to the public. |
| F990_P07_S0A_L01a | 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 agreement 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. |
| F990_P07_S0A_L01b | Form 990, Part VII, Section A, Line 1b | David Klein is an officer of several entities, some of which are listed in Schedule R. Genesee Valley Group Healt Association Inc is charged for 1% of his salary. |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | Amortization of Net Gain/Loss - Defined Benefit Plans $109,737; Charitable receipt - $25,291,792 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Univera Community Health Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161500379 | Health Insurer | NY | 501(c)(3) | 509(a)(2) | Excellus Health Plan Inc | 1 |
| 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 | 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 | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Univera IPA LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Court Street | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454058523 | EIN |
| Primary Activity | Independent Practice Association | PrimaryActivity |
| Legal Domicile State | NY | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| EBS-RMSCO Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161171765 | Third Party Administrator | NY | N/A | C | ||
| 344 South Warren Street Corp | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 010718849 | Real Estate Holding Co | NY | N/A | C | ||
| Sibley Nursing Personnel Service Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161447472 | Home Health Service | NY | N/A | C | ||
| Support Services Alliance Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 133033862 | Benefit Plan Administrator | NY | N/A | C | ||
| Excellus Insurance Agency Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161588653 | Insurancy Agency | NY | N/A | C | ||
| EBS-RMSCO Insurance Agency Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 161611043 | Insurance Agency | NY | N/A | C | ||
| MIG Assurance Ltd | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 980210843 | Long Term Care Insurance | N/A | C | CJ | ||
| Charles A Walker Corporation | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 150483335 | Broker | NY | N/A | C | ||
| Human Care Consortium I Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 454039701 | Inactive | NY | N/A | C | ||
| Human Care Consortium II Inc | ||||||||||
| 165 Court Street | Rochester | NY | 14647 | 454039630 | Inactive | NY | N/A | C | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Excellus Health Plan Inc | ||
| l | 79125135 | Arms-length transaction |
| Excellus Health Plan Inc | ||
| c | 25291792 | Cash value |
| Excellus Health Plan Inc | ||
| k | 1539010 | Arms length transaction |
| Excellus Health Plan Inc | ||
| m | 5866336 | Arms length transaction |
| Univera Community Health Inc | ||
| l | 1897097 | Arms length transaction |