HEALTHCARE ASSOCIATION OF NEW YORK STATE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE ASSOCIATION OF NEW YORK STATE INC (EIN 14-1405826)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349309074
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-15T15:34:38-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141555429 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 SOUTH PEARL STREET SUITE 400 | AddressLine1 |
| City | ALBANY | City |
| State | NY | State |
| ZIP Code | 12207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141405826 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE ASSOCIATION OF NEW YORK STATE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 5184317600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMPIRE DRIVE | AddressLine1 |
| City | RENSSELAER | City |
| State | NY | State |
| ZIP Code | 121449315 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL DEL POZZO | Name |
| Title | VP/CFO | Title |
| Phone | 5184317600 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F MICHAEL ZOVISTOSKI | Name |
| PTIN | P00547760 | PTIN |
| Phone | 5184493166 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS WHALEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMPIRE DRIVE | AddressLine1 |
| City | RENSSELAER | City |
| State | NY | State |
| ZIP Code | 121449315 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18685714 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.HANYS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | ADVANCE THE HEALTH OF INDI- VIDUALS THROUGH REPRESENTATION & SERVICE TO NYS HEALTH PROVIDERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 116 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 154370 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 203280 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11321091 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15386045 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 272456 | InvestmentIncomePriorYear |
| Investment Income Current Year | 308002 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 89161 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1597802 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11837078 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17495129 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8945081 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10633066 | 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 | 3221212 | OtherExpensePriorYear |
| Other Expenses Current Year | 6151194 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12166293 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16784260 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -329215 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 710869 | RevenuesLessExpensesCY |
| Total Assets BOY | 21219264 | TotalAssetsBOY |
| Total Assets EOY | 30979497 | TotalAssetsEOY |
| Total Liabilities BOY | 7131984 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6734288 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14087280 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24245209 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE HEALTHCARE ASSOCIATION OF NEW YORK STATE, INC. (HANYS) IS TO ADVANCE THE HEALTH OF INDIVIDUALS AND COMMUNITIES BY PROVIDING LEADERSHIP, REPRESENTATION, AND SERVICE TO HEALTH PROVIDERS AND SYSTEMS IN NEW YORK STATE ACROSS THE ENTIRE CONTINUUM OF CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | STATE ADVOCACY: HANYS AND ITS MEMBERS WORKING WITH NEW YORK'S ALLIED ASSOCIATIONS FOUGHT THE CUTS IN HEALTHCARE FUNDING AND NEW TAXES ON HEALTHCARE PROVIDERS PROPOSED BY THE GOVERNOR THROUGHOUT 2012. THESE EFFORTS HELPED PREVENT HUNDREDS OF MILLIONS OF DOLLARS OF PROPOSED FUNDING CUTS, RESULTING IN THE PRESERVATION OF JOBS AND CRITICAL HEALTHCARE SERVICES IN COMMUNITIES ACROSS NEW YORK STATE. ALSO, HANYS WORKED TO ENSURE THAT THE IMPLEMENTATION OF REGULATIONS AND LEGISLATION SUPPORTS APPROPRIATE DELIVERY OF HEALTHCARE IN NEW YORK STATE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL ADVOCACY: HANYS AND ITS MEMBERS WORKED ALONGSIDE NEW YORK'S ALLIED ASSOCIATIONS, AND THE AMERICAN HOSPITAL ASSOCIATION TO ADVANCE AN AGENDA THAT PROTECTED HEALTHCARE PROVIDERS FROM MEDICARE AND MEDICAID SPENDING REDUCTIONS AND ADVOCATED FOR LEGISLATION AND REGULATION THAT SUPPORTED THE EFFICIENT AND EFFECTIVE DELIVERY OF HEALTHCARE SERVICES. HANYS ALSO ADVOCATED FOR THE ADOPTION OF HEALTHCARE REFORMS THAT WOULD EXPAND ACCESS TO HEALTHCARE INSURANCE AND IMPROVE THE ABILITY OF PROVIDERS TO MEET THE NEEDS OF THEIR COMMUNITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | QUALITY IMPROVEMENT: HANYS PROVIDED EXTENSIVE ADVOCACY AND EDUCATION ON STATE AND NATIONAL QUALITY IMPROVEMENT AND REPORTING INITIATIVES INCLUDING: SERIOUS ADVERSE EVENTS, THE QUALITY MEASUREMENT COLLECTION PROCESS, HOSPITAL-ACQUIRED CONDITIONS, QUALITY REPORT CARDS, AND DIABETES PRIMARY CARE BEST PRACTICES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HANYS CONVENED AND COORDINATED A MULTI-STAKEHOLDER COLLABORATION CALLED THE PARTNERSHIP TO ACCELERATE CLINICAL ELECTRONIC RESEARCH (PACER). PACER'S PARTICIPANTS INCLUDE HANYS' MEMBER HOSPITALS, HEALTH SYSTEMS, AND MEDICAL RESEARCH CENTERS, ALONG WITH PATIENT REPRESENTATIVES, PHARMACEUTICAL AND LIFE SCIENCES COMPANIES, AND HEALTH INFORMATION TECHNOLOGY COMPANIES. PACER'S GOAL IS TO UTILIZE ELECTRONIC MEDICAL RECORDS TO INCREASE THE SPEED, QUALITY, AND EFFICACY OF CLINICAL STUDIES, HELPING TO PROVIDE PATIENTS WITH QUICKER ACCESS TO NEW TREATMENTS AND LIFE-SAVING MEDICINES. PACER WAS INITIALLY FUNDED BY PHARMACEUTICAL AND HEALTH INFORMATION TECHNOLOGY COMPANIES AND RECEIVED PROJECT MANAGEMENT AND OTHER SUPPORTING SERVICES FROM BOOZ & CO. AND QUINTILES CONSULTING. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| 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 | 1 | 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 | 0 | 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 |
| 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 | 0 | 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 |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 61 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 116 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL DEL POZZO VP & CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5184317600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EMPIRE DRIVE | AddressLine1 |
| City | RENSSELAER | City |
| State | NY | State |
| ZIP Code | 121449315 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (56 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 | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DAVID KRUCZLNICKI | |||||||||
| PAST CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| JOSEPH QUAGLIATA | |||||||||
| PAST CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| HERBERT PARDES MD | |||||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| JOSEPH MCDONALD | |||||||||
| CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| LINDA BRADY MD | |||||||||
| CHAIR ELECT | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| STEVEN GOLDSTEIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| STANLEY BREZENOFF | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MICHAEL DOWLING | |||||||||
| PAST CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| JON B SCHANDLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN SPICER | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAMES BARBA JD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ALLAN ATZROTT | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| STEPHEN MILLS | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ELI FELDMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| PAMELA BRIER | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ALAN MORSE JD PHD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| THOMAS OCKERS | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| WENDY GOLDSTEIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| THOMAS CARMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOEL SELIGMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| WILLIAM STRECK MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| BETSY WRIGHT | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JEFFREY MENKES | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SCOTT COOPER MD | |||||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| D ROBERT MACKENZIE MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| STEPHENS MUNDY | |||||||||
| TREASURER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| SARAH SCHERMERHORN | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| WARREN HERN | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JODY LOMEO | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SCOTT PERRA | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| PAUL KRONENBERG MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANTHONY SHORRIS | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARK WEBSTER | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ALAN AVILES ESQ | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| RICHARD BECKER MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARK CLEMENT | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| S JAN EBERHARD MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN LANE | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KENNETH ROBERTS | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| STEVEN SAFYER MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| STEVEN J CORWIN MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| HOWARD T HOWLETT JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN MCCABE MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MICHAEL S FASSLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| RODNEY C BOULA | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| NORMAN E DASCHER JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAMES B WATSON | |||||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DANIEL SISTO | |||||||||
| PRESIDENT | 32.00 | 18.00 | X | 557767 | 313744 | 121475 | |||
| DANIEL DEL POZZO | |||||||||
| VP/CFO | 10.90 | 39.10 | X | 47331 | 170698 | 26235 | |||
| DENNIS WHALEN | |||||||||
| COO-HANYS | 19.20 | 30.80 | X | 158674 | 254540 | 87673 | |||
| KEVIN DAHILL | |||||||||
| EXEC VP | 50.00 | 0.00 | 364636 | 0 | 46740 | X | |||
| STEVEN KROLL | |||||||||
| VP,GOVERNMENT AFFAIRS | 50.00 | 0.00 | 230064 | 0 | 40296 | X | |||
| ROBIN FRANK | |||||||||
| VP, GOV AFFAIRS AND CONTIN | 50.00 | 0.00 | 196291 | 0 | 26591 | X | |||
| SUSAN VAN METER | |||||||||
| VP, GOVERNMENT AFFAIRS | 50.00 | 0.00 | 207684 | 0 | 20460 | X | |||
| WILLIAM ALLISON | |||||||||
| VP, FISCAL POLICY | 50.00 | 0.00 | 238799 | 0 | 24659 | X | |||
| RAYMOND SWEENEY | |||||||||
| FORMER EXEC VP | 0.00 | 0.00 | 433808 | 0 | 999 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2435054 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 738982 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 395128 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | 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 |
|---|---|---|---|---|---|
| GREATER NEW YORK HEALTH FOUNDATION | |||||
| 555 WEST 57TH STREET | NEW YORK | NY | 10019 | PROJECT MANAGEMENT FOR PFP | 1511735 |
| WILSON ELSER MOSKOWITZ EDELMAN & DICK | |||||
| 677 BROADWAY | ALBANY | NY | 12207 | LEGAL AND LEGISLATIVE REPRESENTATION | 844025 |
| QUINTILES | |||||
| 8 SKYLINE DRIVE | HAWTHORNE | NY | 10532 | PROJECT MANAGEMENT FOR PACER | 597855 |
| BOOZ & COMPANY | |||||
| 101 PARK AVENUE | NEW YORK | NY | 10178 | PROJECT MANAGEMENT FOR PACER | 200000 |
| DOWNEY MCGRATH GROUP INC | |||||
| 1225 I ST NW | WASHINGTON | DC | 20005 | GOVERNMENT AFFAIRS STRATEGY | 120000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Government Grants | 85780 | GovernmentGrants |
| All Other Contributions | 117500 | AllOtherContributions |
| Total Contributions | 203280 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 561499 | 9613428 | 9613428 |
| PARTNERSHIP FOR PATIENTS | 541900 | 3765262 | 3765262 |
| PACER | 541900 | 935927 | 935927 |
| QUALITY PROGRAMS | 541900 | 477426 | 477426 |
| SEMINARS/CONFERENCES | 611600 | 404442 | 404442 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 189560 | TotalRevenueColumn |
| Related Or Exempt Function Income | 189560 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15386045 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 155267 | TotalRevenueColumn |
| Exclusion | $155,267 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1343320 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1190585 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 152735 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152735 | TotalRevenueColumn |
| Exclusion | $152,735 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RURAL FLOOR APPEAL | 900099 | 1500804 | 1500804 |
| ADMINISTRATIVE FEES | 561000 | 96998 | 96998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1597802 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17495129 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16983847 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $308,002 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 891821 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7296387 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 813902 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1034862 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596094 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471375 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51595 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3970149 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90277 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386418 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750140 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 736527 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270799 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1121395 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263901 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99099 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BAD DEBTS | Description |
| Total | 230000 | Total |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -2290481 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16784260 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3924224 | BOY |
| EOY | 13132597 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 960385 | BOY |
| EOY | 1146679 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182696 | BOY |
| EOY | 146392 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5754243 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5133596 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 756403 | BOY |
| EOY | 620647 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9854739 | BOY |
| EOY | 9825348 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5540817 | BOY |
| EOY | 6107833 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21219264 | BOY |
| EOY | 30979497 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2154770 | BOY |
| EOY | 2328902 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1582930 | BOY |
| EOY | 712610 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3394284 | BOY |
| EOY | 3692776 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7131984 | BOY |
| EOY | 6734288 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14087280 | BOY |
| EOY | 24245209 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14087280 | BOY |
| EOY | 24245209 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21219264 | BOY |
| EOY | 30979497 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 710869 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 565943 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 8881118 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 575377 | OtherCostOrOtherBasis |
| Depreciation | 462884 | Depreciation |
| Book Value | 112493 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5178866 | OtherCostOrOtherBasis |
| Depreciation | 4670712 | Depreciation |
| Book Value | 508154 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 620647 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES | 1343275 | C |
| PUBLICLY-TRADED SECURITIES | 8482073 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9825348 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CV SPLIT LIFE INS | 1481132 |
| DUE FROM AFFILIATES | 4626701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6107833 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POST-EMPLOYMENT BENEFIT OBLIGATIONS | Description |
| Amount | $3,692,776 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3692776 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE CORPORATIONS FOLLOWS GUIDANCE ISSUED BY THE FASB REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD AN INCOME TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS AND APPLIES TO ALL INCOME TAX POSITIONS. EACH INCOME TAX POSITION IS ASSESSED USING A TWO STEP PROCESS. A DETERMINATION IS FIRST MADE AS TO WHETHER IT IS MORE LIKELY THAN NOT THAT THE INCOME TAX POSITION WILL BE SUSTAINED, BASED UPON TECHNICAL MERITS, UPON EXAMINATION BY THE TAXING AUTHORITIES. IF THE INCOME TAX POSITION IS EXPECTED TO MEET THE MORE LIKELY THAN NOT CRITERIA, THE BENEFIT RECORDED IN THE FINANCIAL STATEMENTS EQUALS THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ITS ULTIMATE SETTLEMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL SISTO | ||||||||||||||
| PRESIDENT | 380182 | 213853 | 130889 | 73625 | 46696 | 26266 | 52100 | 29306 | 25644 | 14425 | 635511 | 357475 | 0 | 0 |
| DANIEL DEL POZZO | ||||||||||||||
| VP/CFO | 44742 | 158906 | 2250 | 10250 | 339 | 1542 | 3469 | 16896 | 1000 | 4870 | 51800 | 192464 | 0 | 0 |
| DENNIS WHALEN | ||||||||||||||
| COO-HANYS | 135360 | 217118 | 19200 | 30823 | 4114 | 6599 | 39056 | 31969 | 6781 | 9867 | 204511 | 296376 | 0 | 0 |
| KEVIN DAHILL | ||||||||||||||
| EXEC VP | 345432 | 0 | 15000 | 0 | 4204 | 0 | 25000 | 0 | 21740 | 0 | 411376 | 0 | 0 | 0 |
| STEVEN KROLL | ||||||||||||||
| VP,GOVERNMENT AFFAIRS | 185733 | 0 | 42829 | 0 | 1502 | 0 | 18573 | 0 | 21723 | 0 | 270360 | 0 | 0 | 0 |
| ROBIN FRANK | ||||||||||||||
| VP, GOV AFFAIRS AND CONTIN | 185467 | 0 | 7809 | 0 | 3015 | 0 | 18547 | 0 | 8044 | 0 | 222882 | 0 | 0 | 0 |
| SUSAN VAN METER | ||||||||||||||
| VP, GOVERNMENT AFFAIRS | 203446 | 0 | 3060 | 0 | 1178 | 0 | 20345 | 0 | 115 | 0 | 228144 | 0 | 0 | 0 |
| WILLIAM ALLISON | ||||||||||||||
| VP, FISCAL POLICY | 231084 | 0 | 3511 | 0 | 4204 | 0 | 23109 | 0 | 1550 | 0 | 263458 | 0 | 0 | 0 |
| RAYMOND SWEENEY | ||||||||||||||
| FORMER EXEC VP | 44000 | 0 | 0 | 0 | 389808 | 0 | 639 | 360 | 0 | 0 | 434447 | 360 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | THE FOLLOWING EXECUTIVES OF THE ORGANIZATION PARTICIPATE IN NONQUALIFIED RETIREMENT PLANS MAINTAINED BY THE ORGANIZATION. NO PAYMENTS WERE MADE TO THE PARTICIPANTS DURING THE YEAR. DANIEL SISTO, SECTION 457(F) DEFERRED COMPENSATION ARRANGEMENT. DANIEL SISTO, SECTION 457(F) SUPPLEMENTAL RETIREMENT PLAN. DENNIS WHALEN, SECTION 457(F) SUPPLEMENTAL RETIREMENT PLAN. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO CLASSES OF MEMBERS, INSTITUTIONAL AND ASSOCIATE. INSTITUTIONAL MEMBERS ARE ENTITLED TO VOTE UPON ANY PROPOSAL TO AMEND THE ARTICLES OF INCORPORATION OR OTHER MATTERS THAT REQUIRE A VOTE OF THE MEMBERSHIP, AND THEY ARE ENTITLED TO RECEIVE A SHARE OF THE ORGANIZATION'S NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. INSTITUTIONAL MEMBERS DO NOT HAVE THE RIGHT TO ELECT OR APPOINT BOARD MEMBERS OR OTHERWISE PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. ASSOCIATE MEMBERS HAVE NO RIGHTS RELATED TO VOTING, GOVERNANCE, OR RECEIPT OF ASSETS FROM THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. THE COMPLETED FORM 990 IS REVIEWED IN THREE STAGES PRIOR TO ITS FILING. THE FIRST REVIEW IS CONDUCTED BY THE CORPORATE FINANCE STAFF. THE SECOND REVIEW IS PERFORMED BY THE CHIEF FINANCIAL OFFICER. THE FINAL REVIEW IS PERFORMED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES FORMALLY DELEGATED RESPONSIBILITY FOR REVIEW OF FORM 990 TO THE AUDIT COMMITTEE. EACH MEMBER OF THE AUDIT COMMITTEE RECEIVES A COPY OF THE COMPLETE FINAL FORM 990 TO REVIEW PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS WRITTEN CONFLICT OF INTEREST POLICIES COVERING ALL EMPLOYEES AND MEMBERS OF THE BOARD OF TRUSTEES. THE POLICIES REQUIRE EMPLOYEES AND BOARD MEMBERS TO DISCLOSE ACTUAL AND POTENTIAL CONFLICTS AND REFRAIN FROM PARTICIPATING IN MATTERS RELATED TO THE CONFLICT. ON AN ANNUAL BASIS, ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE DISCLOSURE STATEMENTS ARE REVIEWED BY EXECUTIVE MANAGEMENT. THE POLICIES CONTAIN ESCALATION PROCEDURES FOR REVIEWING POTENTIAL CONFLICTS THAT INVOLVE INDEPENDENT LEGAL COUNSEL, BOARD LEADERSHIP, AND THE AUDIT COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES OVERSEES AND DETERMINES COMPENSATION FOR THE PRESIDENT (OFFICER), CHIEF FINANCIAL OFFICER (OFFICER), CHIEF OPERATING OFFICER (OFFICER), AND EXECUTIVE VP/CEO-NSHC (HIGHLY COMPENSATED), USING THE FOLLOWING PROCESS. THE COMPENSATION COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ASSIST IT IN DEVELOPING AND MAINTAINING THE COMPENSATION PHILOSOPHY AND TO DETERMINE THE APPROPRIATE BENCHMARKS FOR TOTAL COMPENSATION FOR EACH POSITION. ON AN ANNUAL BASIS, THE COMPENSATION CONSULTANT OBTAINS COMPARATIVE COMPENSATION DATA FOR EACH POSITION BASED ON THE COMPENSATION PHILOSOPHY AND ESTABLISHED BENCHMARKS. THE PRESIDENT CONDUCTS AN ANNUAL PERFORMANCE REVIEW FOR THE CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENTS AND PROVIDES A RECOMMENDATION FOR COMPENSATION TO THE COMPENSATION COMMITTEE UTILIZING THE COMPARATIVE COMPENSATION DATA PROVIDED BY THE COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE REVIEWS THE PRESIDENT'S RECOMMENDATIONS AND HAS FINAL APPROVAL OVER COMPENSATION. THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE REVIEW FOR THE PRESIDENT AND DETERMINES THE PRESIDENT'S COMPENSATION UTILIZING THE COMPARATIVE COMPENSATION DATA PROVIDED BY THE COMPENSATION CONSULTANT. DECISIONS AFFECTING COMPENSATION AND THE BASIS FOR THOSE DECISIONS ARE DOCUMENTED BY THE COMPENSATION COMMITTEE AT THE CONCLUSION OF ITS MEETING. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXCEPT TO THE EXTENT INFORMATION FROM THESE DOCUMENTS IS PROVIDED IN FORM 990. | |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL AND CONSULTING FEES: TOTAL EXPENSES 3,970,149. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | POST-RETIREMENT BENEFITS -24,429. EQUITY ADJUSTMENT -660,042. SUBSIDIARY DIVIDENDS 9,565,589. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF FINANCIAL STATEMENTS AND THE APPOINTMENT OF THE INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE'S OVERSIGHT PROCESS HAS NOT CHANGED FROM PRIOR YEAR. | |
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION'S BOARD OF TRUSTEES HAS DELEGATED AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE ORGANIZATIONAL BYLAWS. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES: CHAIRMAN, CHAIRMAN-ELECT, THE IMMEDIATE PAST CHAIRMAN, SECRETARY, TREASURER, AND NO LESS THAN FIVE TRUSTEES APPOINTED BY THE CHAIRMAN. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, TO EXERCISE AND MAINTAIN ON BEHALF OF THE ORGANIZATION ALL POWERS OF THE BOARD TO THE EXTENT PERMITTED BY LAW. THE EXECUTIVE COMMITTEE'S RESPONSIBILITIES INCLUDE PROVIDING STRATEGIC AND OPERATIONAL GUIDANCE TO THE ORGANIZATION, PREPARING AND SUBMITTING AN ANNUAL BUDGET TO THE BOARD, AND SUPERVISING INVESTING OF FUNDS SUBJECT TO APPROVAL BY THE BOARD. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD AT THE FIRST MEETING THEREAFTER. | |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B | KEVIN DAHILL IS EMPLOYED BY THE HEALTHCARE ASSOCIATION OF NEW YORK STATE, INC. (HANYS). HANYS PROVIDES EMPLOYEES AND MANAGEMENT STAFF, INCLUDING MR. DAHILL, TO THE NASSAU-SUFFOLK HOSPITAL COUNCIL (NSHC) AND THE NORTHERN METROPOLITAN HOSPITAL ASSOCIATION (NMHA) PURSUANT TO SEPARATE MANAGEMENT AND STAFFING AGREEMENTS BETWEEN HANYS AND EACH ORGANIZATION. MR. DAHILL SERVES AS THE PRESIDENT OF NSHC AND NMHA UNDER THE AGREEMENTS WITH HANYS AND DEVOTES APPROXIMATELY 50 HOURS PER WEEK TO THESE ROLES. HANYS PAYS ALL COMPENSATION AND FRINGE BENEFIT COSTS FOR MR. DAHILL AND OTHER STAFF PROVIDED TO NSHC AND NMHA. AS COMPENSATION FOR THE MANAGEMENT AND STAFFING SERVICES PROVIDED BY HANYS, NSHC AND NMHA PAY HANYS FOR THE COST OF THE SALARY AND FRINGE BENEFITS OF THE EMPLOYEES AND MANAGEMENT STAFF PROVIDED BY HANYS TO NSHC AND NMHA. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| THE HEALTHCARE EDUCATIONAL AND RESEARCH FUND INC | ||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 146022409 | EDUCATION & RESEARCH | NY | 501(C)(3) | LINE 11B, II | N/A | 1 |
| WESTERN NEW YORK HOSPITAL ASSOCIATION INC | ||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 160816128 | TRADE ASSOCIATION | NY | 501(C)(6) | N/A | 1 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HANYS SERVICES INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 141655556 | HOLDING COMPANY | NY | N/A | C | 10183034 | 2752682 | 1.00000 | 1 | |
| DATAGEN INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 202090177 | DATA ANALYSIS AND MODELING | NY | C | 17881426 | 5274471 | 1.00000 | 1 | HSI | |
| GROUP INSURANCE AGENCY INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 141649861 | INSURANCE BROKER/EMPLOYEE BENEFITS | NY | C | 1124214 | 2536833 | 1.00000 | 1 | HSI | |
| INTEGRITY WORKS INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 141813461 | BACKGROUND SCREENING | NY | C | 540619 | 479 | 1.00000 | 1 | HSI | |
| HANYS GROUP PURCHASING SERVICES INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 320125712 | PURCHASING SERVICES | NY | C | 1130620 | 267637 | 1.00000 | 1 | HSI | |
| HEALTHCARE COMMUNITY SECURITIES CORP | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 141764768 | LIMITED BROKER-DEALER FOR RETIREMENT PLANS | NY | C | 4237939 | 2326667 | 1.00000 | 1 | GIA | |
| SERVICE INITIATIVES INC | |||||||||||||
| 1 EMPIRE DRIVE | RENSSELAER | NY | 12144 | 161212272 | PURCHASING SERVICES | NY | C | 9859 | 669635 | 1.00000 | 1 | WNYHA | |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 1 | 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | 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 | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| DATAGEN INC | ||
| P | 294318 | AMOUNTS PAID |
| DATAGEN INC | ||
| Q | 1776280 | AMOUNTS PAID |
| GROUP INSURANCE AGENCY INC | ||
| Q | 383343 | AMOUNTS PAID |
| HANYS GROUP PURCHASING SERVICES INC | ||
| Q | 177720 | AMOUNTS PAID |
| HANYS SERVICES INC | ||
| Q | 258103 | AMOUNTS PAID |
| HEALTHCARE COMMUNITY SECURITIES CORP | ||
| Q | 1305631 | AMOUNTS PAID |
| INTEGRITY WORKS INC | ||
| Q | 63571 | AMOUNTS PAID |
| THE HEALTHCARE EDUCATIONAL AND RESEARCH FUND INC | ||
| Q | 78539 | AMOUNTS PAID |
| HANYS SERVICES INC | ||
| F | 9565589 | AMOUNTS PAID |
| THE HEALTHCARE EDUCATIONAL AND RESEARCH FUND INC | ||
| P | 298710 | AMOUNTS PAID |