FINGER LAKES HEALTH SYSTEMS AGENCY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FINGER LAKES HEALTH SYSTEMS AGENCY (EIN 16-1061456)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-11
- IRS object ID
- 202630429349301038
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-11T13:12:23-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 WOODCLIFF DRIVE SUITE 2A | AddressLine1Txt |
| City | FAIRPORT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161061456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINGER LAKES HEALTH SYSTEMS AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FING | BusinessNameControlTxt |
| Phone | 5852243101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 160 | AddressLine1Txt |
| City | MOUNT MORRIS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLENE F BESSETTE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5852243101 | PhoneNum |
| Signature | 2026-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON REDMAN | PreparerPersonNm |
| PTIN | P02388231 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2026-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMON GROUND HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARLENE F BESSETTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 160 | AddressLine1Txt |
| City | MOUNT MORRIS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,791,099 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMONGROUNDHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | WE BRING FOCUS TO COMMUNITY HEALTH ISSUES VIA DATA ANALYSIS, COMMUNITY ENGAGEMENT AND SOLUTION IMPLEMENTATION THROUGH COMMUNITY COLLABORATION AND PARTNERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 520 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,382,711 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,370,810 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $70,138 | PYInvestmentIncomeAmt |
| CY Investment Income | $70,644 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,452,849 | PYTotalRevenueAmt |
| CY Total Revenue | $6,441,454 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,128,587 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,142,036 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,940,458 | PYOtherExpensesAmt |
| CY Other Expenses | $2,159,463 | CYOtherExpensesAmt |
| PY Total Expenses | $6,069,045 | PYTotalExpensesAmt |
| CY Total Expenses | $6,301,499 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$616,196 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $139,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,833,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,035,562 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,419,735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,455,878 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,413,844 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,579,684 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH REGIONAL COLLABORATION AND PARTNERSHIPS, WE BRING GREATER FOCUS TO COMMUNITY HEALTH ISSUES VIA DATA ANALYSIS, RESIDENT ENGAGEMENT AND SOLUTION IMPLEMENTATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,457,950 | ExpenseAmt |
| Desc | IN 2024, COMMON GROUND HEALTH SUPPORTED SCHOOLS IN HOSTING GLOBAL SCHOOL PLAY DAY AT LOCATIONS ACROSS ROCHESTER; HOSTED THE PLAYFUL LEARNING SUMMIT TO SUPPORT TEACHERS IN TAPPING PLAY TO TRANSFORM EDUCATION; HOSTED SPEAK LIFE! TO PROMOTE IMPROVED HEALTH OUTCOMES FOR ALL; HOSTED THE HAIR AND HEALTH SYMPOSIUM TO FOCUS ON THE CONNECTION HAIR, SKIN AND NAILS HAVE TO HEALTH; SUPPORTED AND TRAINED BARBERS AND BEAUTY SALONS WHO PROMOTED HEALTH LITERACY IN THEIR COMMUNITIES THROUGH EVENTS AND OUTREACH AND IMPROVED ACCESS TO NALOXONE TO REVERSE OVERDOSES; PROVIDED MENTAL HEALTH EDUCATION FOR FAITH LEADERS AND COMMUNITY GROUPS; SUPPORTED AND TRAINED CHURCHES AND FAITH COMMUNITIES IN PROMOTING HEALTH LITERACY AND IMPROVED OUTCOMES THROUGH EVENTS AND OUTREACH; HOSTED EVENTS FOR THE NATIONAL WEEK OF PRAYER FOR HEALING OF AIDS; OFFERED TRAINING FOR MENTAL AND BEHAVIORAL HEALTH PROVIDERS TO HELP THEM BETTER SERVE THE COMMUNITY; CONVENED HEALTH COALITIONS TO BETTER UNDERSTAND BARRIERS TO ACCESSING PHYSICAL AND MENTAL HEALTH SERVICES; COLLECTED PERSONAL CARE ITEMS FOR OLDER ADULTS IN NURSING HOMES; LAUNCHED AN ADVERTISING CAMPAIGN AND EXTERNAL ACTIVITIES TO RAISE AWARENESS OF INFANT AND EARLY CHILDHOOD MENTAL HEALTH THAT BABIES AND TODDLERS NEED EARLY RELATIONSHIPS FULL OF LOVE AND SUPPORT FOR OPTIMAL, LIFELONG PHYSICAL, MENTAL, AND COGNITIVE HEALTH AND WELL-BEING; CONVENED THE HEALTHI KIDS COALITION TO UNDERSTAND AND PROMOTE THE ADOPTION OF WHOLE CHILD HEALTH PRINCIPLES IN COMMUNITY PLANNING; WORKED WITH ROCHESTER R-CENTERS TO IMPROVE FOOD AND NUTRITION STANDARDS, WITH THE CITY OF ROCHESTER TO PROMOTE EXPANDED OPPORTUNITIES TO PLAY AND BE PHYSICALLY ACTIVE, AND WITH THE ROCHESTER CITY SCHOOL DISTRICT TO IMPLEMENT THE DISTRICT'S WELLNESS POLICY; CO-CONVENED THE FOOD POLICY COUNCIL TO PROMOTE FOOD ACCESS IN ROCHESTER; CONVENED THE REGIONAL CONSORTIUM ON HEALTH CARE WORKFORCE TO ADVANCE REGIONAL WORKFORCE INITIATIVES; ADVANCED AGE-FRIENDLY INITIATIVES IN THE REGION; CONVENED THE SENIOR ADULT COMMUNITY ENGAGEMENT GROUP TO FOSTER PARTICIPATION IN INTERNAL AND EXTERNAL REGIONAL HEALTH PROJECTS; SUPPORTED A WALK AUDIT TO ASSESS THE WALKABILITY, SAFETY AND ACCESSIBILITY OF A SUBURBAN AREA; SUPPORTED PARTNERS IN HOSTING THE URBAN AG CONFERENCE; REPAINTED A STREET MURAL TO IMPROVE VISIBILITY AT AN INTERSECTION WITH A HISTORY OF ACCIDENTS; PERFORMED DATA ANALYSES AND PUBLISHED INFORMATION HEALTH SPOTLIGHT REPORTS ON SOCIAL ISOLATION AND LONELINESS, YOUTH MENTAL HEALTH AFTER THE COVID-19 PANDEMIC, LIFE EXPECTANCY, THE TOP HEALTH CONCERNS OF LOCAL RESIDENTS, WHAT SUPPORTS ARE NEEDED TO HELP OLDER ADULTS AGE IN PLACE; UPDATED ANALYSES OF SPARCS, MORTALITY AND CLAIMS DATABASES AND POPULATION ESTIMATES FROM THE U.S. CENSUS; UPDATED OUR INTERNAL INSIGHTS PLATFORM TO BETTER ANALYZE DIVERSE DATA SETS; CREATED A DASHBOARD TO ALLOW EASIER ANALYSIS OF MY HEALTH STORY 2022 SURVEY DATA; AND SUPPORTED PARTNER PROJECTS THAT ALIGN WITH REGIONAL HEALTH PLANNING. | Desc |
| Total Program Service Expenses | $5,457,950 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 138 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN ACCORSO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5852243101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 160 | AddressLine1Txt |
| City | MOUNT MORRIS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14510 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAN M DELAUS JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA GARDNER | |||||||
| BOARD MEMBER / CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL MENDOZA MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ZELAZNY | |||||||
| BOARD MEMBER/SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER BELL | |||||||
| BOARD MEMBER/VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK CRONIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MCRAE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HILDA ROSARIO-ESCHER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEROME UNDERWOOD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS APOSTOLERIS | |||||||
| BOARD MEMBER - RESIGNED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL CAMERON MD | |||||||
| BOARD MEMBER - RESIGNED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET MORSE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JO ELLEN PINKHAM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JINI FIGUEROA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANFORD MAYER MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELICA PEREZ-DELGADO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ROTONDO MD | |||||||
| BOARD MEMBER - RESIGNED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SCIORTINO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ANN FOSTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLENE BESSETTE | |||||||
| BOARD MEMBER THRU OCT 2024; CO-CEO AS OF NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL GRAZIANO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN MARIE COOK | |||||||
| BOARD MEMBER/VICE CHAIR - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER ROBINSON | |||||||
| BOARD MEMBER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY BECKER | |||||||
| BOARD MEMBER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUCIA CASTILLEJO | |||||||
| BOARD MEMBER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KESHA CARTER | |||||||
| BOARD MEMBER - JOINED & RESIGNED DURING THE YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT DAVIS | |||||||
| BOARD MEMBER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACOB FLAITZ | |||||||
| BOARD MEMBER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GLYNN | |||||||
| BOARD MEMBER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY JOHNSON | |||||||
| BOARD MEMBER/TREASURER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SR CHRISTINE WAGNER | |||||||
| BOARD MEMBER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BALASZ ZSENITS | |||||||
| BOARD MEMBER - JOINED NOV 2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN ACCORSO | |||||||
| DIRECTOR OF FINANCE | 37.50 | $115,559 | $0 | $16,503 | Yes (X) | ||
| WADE NORWOOD | |||||||
| CEO THRU OCT 2024; CO-CEO AS OF NOV 2024 | 37.50 | $175,083 | $0 | $24,216 | Yes (X) | ||
| ALBERT BLANKLEY | |||||||
| CHIEF OPERATING OFFICER | 37.50 | $130,543 | $0 | $9,204 | Yes (X) | ||
| DINA FATICONE | |||||||
| CHIEF PROGRAM OFFICER | 37.50 | $124,065 | $0 | $17,110 | Yes (X) | ||
| MELISSA WENDLAND | |||||||
| DIRECTOR OF STRATEGIC INIT | 37.50 | $110,357 | $0 | $19,725 | Yes (X) | ||
| HOLLY SIENKIEWICZ | |||||||
| DIRECTOR OF RESEARCH | 37.50 | $118,150 | $0 | $8,652 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $773,757 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,410 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY BUSINESS CENTER | |||||
| 259 ALEXANDER STREET | ROCHESTER | NY | 14607 | RENT AND UTILITIES | $153,768 |
| RAFIKI CONSORTUIM LLC | |||||
| 9985 VILLAGE GREEN DRIVE | WOODSTOCK | MD | 21163 | PROVIDE INDIGENOUS PSYCHOTHERAPY AND ARC | $153,250 |
| NEXTGEN HEALTHCARE INC | |||||
| PO BOX 809390 | CHICAGO | IL | 60680 | DATA ANALYTICS | $137,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $14,931 | FederatedCampaignsAmt |
| Government Grants | $3,420,158 | GovernmentGrantsAmt |
| All Other Contributions | $2,935,721 | AllOtherContributionsAmt |
| Noncash Contributions | $7,500 | NoncashContributionsAmt |
| Total Contributions | $6,370,810 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,660 | TotalRevenueColumnAmt |
| Exclusion | $49,660 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,370,629 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,349,645 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,984 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,984 | TotalRevenueColumnAmt |
| Exclusion | $20,984 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,441,454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,644 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,055 | TotalAmt |
| Program Services | $430,795 | ProgramServicesAmt |
| Management And General | $210,260 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,777,434 | TotalAmt |
| Program Services | $2,384,360 | ProgramServicesAmt |
| Management And General | $393,074 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,061 | TotalAmt |
| Program Services | $134,027 | ProgramServicesAmt |
| Management And General | $21,034 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,887 | TotalAmt |
| Program Services | $266,385 | ProgramServicesAmt |
| Management And General | $46,502 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,599 | TotalAmt |
| Program Services | $212,089 | ProgramServicesAmt |
| Management And General | $43,510 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,970 | TotalAmt |
| Program Services | $44,330 | ProgramServicesAmt |
| Management And General | $640 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,653 | TotalAmt |
| Management And General | $22,653 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,911 | TotalAmt |
| Program Services | $37,911 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,044 | TotalAmt |
| Management And General | $10,044 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,453 | TotalAmt |
| Program Services | $1,135,245 | ProgramServicesAmt |
| Management And General | $18,208 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,950 | TotalAmt |
| Program Services | $111,385 | ProgramServicesAmt |
| Management And General | $565 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,739 | TotalAmt |
| Program Services | $119,632 | ProgramServicesAmt |
| Management And General | $9,107 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,362 | TotalAmt |
| Program Services | $139,764 | ProgramServicesAmt |
| Management And General | $24,598 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,865 | TotalAmt |
| Program Services | $129,223 | ProgramServicesAmt |
| Management And General | $3,642 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,959 | TotalAmt |
| Program Services | $36,959 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,571 | TotalAmt |
| Program Services | $33,467 | ProgramServicesAmt |
| Management And General | $6,104 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTREACH | $96,597 | $96,597 | |
| MISCELLANEOUS | $67,361 | $58,422 | $8,939 |
| REPAIRS AND MAINTENANCE | $58,359 | $41,406 | $16,953 |
| TELEPHONE | $39,266 | $33,356 | $5,910 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,403 | TotalAmt |
| Program Services | $12,597 | ProgramServicesAmt |
| Management And General | $1,806 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,301,499 | TotalAmt |
| Program Services | $5,457,950 | ProgramServicesAmt |
| Management And General | $843,549 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,836 | BOYAmt |
| EOY | $508,752 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,201 | BOYAmt |
| EOY | $624,463 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,814 | BOYAmt |
| EOY | $1,226,790 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,259 | BOYAmt |
| EOY | $27,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $395,237 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $305,901 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,960 | BOYAmt |
| EOY | $89,336 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,094 | BOYAmt |
| EOY | $482,786 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,164 | BOYAmt |
| EOY | $541,451 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,251 | BOYAmt |
| EOY | $534,745 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,833,579 | BOYAmt |
| EOY | $4,035,562 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,824 | BOYAmt |
| EOY | $633,567 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,732 | BOYAmt |
| EOY | $1,280,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,179 | BOYAmt |
| EOY | $541,511 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,419,735 | BOYAmt |
| EOY | $2,455,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,413,844 | BOYAmt |
| EOY | $1,579,684 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,413,844 | BOYAmt |
| EOY | $1,579,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,833,579 | BOYAmt |
| EOY | $4,035,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $139,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,885 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,523,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,518,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,824,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,383,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,370,810 | CurrentTaxYearAmt |
| Total | $29,620,922 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,523,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,518,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,824,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,383,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,370,810 | CurrentTaxYearAmt |
| Total | $29,620,922 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $403,444 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,217,478 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,660 | CurrentTaxYearAmt |
| Total | $206,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,827,786 | TotalSupportAmt |
| Public Support CY170 | 0.97950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $13,911 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $24,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $37,911 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | FLHSA (D/B/A CGH) HAS AN AGREEMENT WITH LEGAL COUNSEL TO PROVIDE LOBBYING ACTIVITIES. THE AGREEMENT WAS FOR $2,000 PER MONTH, INCLUDING INCIDENTAL EXPENSES. WADE S. NORWOOD, CEO, AND OTHER DESIGNATED STAFF DEVOTES APPROXIMATELY 1-3% OF THEIR TIME TO DIRECT CONTACT WITH LEGISLATORS, GOVERNMENT OFFICIALS, AND THEIR STAFF ABOUT FUNDING FOR THE AGENCY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,725 | OtherCostOrOtherBasisAmt |
| Depreciation | $133,725 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $261,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,176 | DepreciationAmt |
| Book Value | $89,336 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $89,336 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TREASURY BILLS | Desc |
| Book Value | $541,451 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $541,451 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSETS | Desc |
| Book Value | $534,745 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $534,745 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $541,511 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $541,511 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,457,295 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,885 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $25,885 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,431,410 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,044 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,044 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,441,454 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,291,455 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,291,455 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,044 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,044 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,301,499 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AGENCY IS ORGANIZED AS A NON-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE AGENCY FILES TAX RETURNS IN VARIOUS JURISDICTIONS AND IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES. THE AGENCY'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE AGENCY BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WADE NORWOOD | PersonNm |
| Title | CEO THRU OCT 2024; CO-CEO AS OF NOV | TitleTxt |
| Base Compensation Filing Org | $175,083 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,309 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,907 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $199,299 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| EXCELLUS | |||
| COMMON BOARD MEMBER - M. GARDNER | $173,859 | RECEIPT OF PAYMENT FOR PROGRAMS | 0 |
| PIVITAL | |||
| CGH BOARD & ED OF PIVITAL - M FOSTER | $100,000 | CONSULTANT | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGES TO CORPORATE DOCUMENTS WERE UPDATED IN NOVEMBER OF 2024 TO REFLECT THE AFFILIATION WITH ROCHESTER RHIO AND ADDRESS STRUCTURAL NEEDS FOR THE ENTITY AS A RESULT OF THAT AFFILIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE EMAILED TO ALL VOTING MEMBERS FOR REVIEW PRIOR TO SUBMISSION. THE 990 WILL BE CONSIDERED APPROVED FOR FILING IF NO MEMBER HAS EMAILED ANY QUESTIONS WITHIN A CERTAIN TIME PERIOD STATED WITHIN THE EMAIL TO THE DIRECTOR OF FINANCE. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. CONFLICTS ARE DISCLOSED AND THEN MANAGED IN ACCORDANCE WITH THE POLICIES AND PROCEDURES SET FORTH IN THE AGENCY BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO IS REVIEWED ANNUALLY BY THE BOARD CHAIR OR AN INDEPENDENT CONSULTANT. OFFICERS RECEIVE ANNUAL REVIEWS FROM THE CEO. SALARY LEVELS ARE CHECKED AGAINST COMPARABILITY DATA PROVIDED BY CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE AT THE OFFICES OF FLHSA UPON REQUEST DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,135,245. MANAGEMENT AND GENERAL EXPENSES 18,208. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,153,453. |
| FORM 990, PART XII, LINE 2C: | THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS. |