INDEPENDENT HEALTH ASSOCIATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT HEALTH ASSOCIATION INC (EIN 16-1080163)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-08
- IRS object ID
- 201123129349300202
- Schema version
- 2010v3.4
- 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 | 2011-11-08T06:48:58-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 RENAISSANCE CENTER SUITE 900 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 482431895 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161080163 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT HEALTH ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDE | NameControl |
| Phone | 7166313001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 FARBER LAKES DRIVE | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI BOYCE | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 7166313001 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI BOYCE | Name |
| Phone | 3133963000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL CROPP MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 FARBER LAKES DRIVE | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1247759396 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.INDEPENDENTHEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | WE PROVIDE INSURANCE PRODUCTS AND SERVICES THAT OFFER AFFORDABLE ACCESS TO QUALITY HEALTH CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1126 | TotalNbrEmployees |
| Total Nbr Volunteers | 149 | TotalNbrVolunteers |
| Total Gross UBI | 52708183 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1638975 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1061671907 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1082999986 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15288434 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14075545 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 43106009 | OtherRevenuePriorYear |
| Other Revenue Current Year | 52711470 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1120066350 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1149787001 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 529860 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 925736769 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 921283054 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 80577580 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 89077982 | 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 | 80862817 | OtherExpensePriorYear |
| Other Expenses Current Year | 73180592 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1087177166 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1084071488 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 32889184 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 65715513 | RevenuesLessExpensesCY |
| Total Assets BOY | 560559310 | TotalAssetsBOY |
| Total Assets EOY | 639408380 | TotalAssetsEOY |
| Total Liabilities BOY | 103910357 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 111382202 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 456648953 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 528026178 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPROVE HEALTH IN THE COMMUNITY THROUGH LEADERSHIP IN MANAGING AND DEVELOPING INNOVATIVE QUALITY HEALTH CARE SYSTEMS AND PROVIDING INSURANCE PRODUCTS AND SERVICES THAT OFFER AFFORDABLE ACCESS TO QUALITY HEALTH CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 948972789 | Expense |
| Grants | 529860 | Grants |
| Revenue | 1082999986 | Revenue |
| Description | SEE SCHEDULE O, PAGE 41 | Description |
| Total Program Service Expense | 948972789 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 1 | 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 | 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 | 1 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | 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 |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 145 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1126 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | 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 | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL J FASO | NamePerson |
| Telephone Number | 7166313001 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 FARBER LAKES DRIVE | AddressLine1 |
| City | WILLIAMSVILLE | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| WINNICK BARRY N | |||||||||
| CHAIRPERSON | 1.00 | X | 56300 | 2649 | 4852 | ||||
| WINGATE R MARSHALL | |||||||||
| VICE CHAIRPERSON | 1.00 | X | 29820 | 0 | 5250 | ||||
| WALSH III JOHN N | |||||||||
| SECOND VICE CHAIRPERSON | 1.00 | X | 38000 | 0 | 0 | ||||
| MCDUFFIE BRENDA W | |||||||||
| CORRESPONDING SECRETARY | 1.00 | X | 31040 | 0 | 0 | ||||
| ANGERT STUART H | |||||||||
| BOARD MEMBER | 1.00 | X | 33160 | 0 | 2004 | ||||
| ANTKOWIAK JOHN | |||||||||
| BOARD MEMBER | 1.00 | X | 30600 | 0 | 0 | ||||
| COLANTUONO FRANK J | |||||||||
| BOARD MEMBER | 1.00 | X | 35200 | 0 | 5481 | ||||
| COPPOLA JAMES R | |||||||||
| BOARD MEMBER | 1.00 | X | 29000 | 0 | 5481 | ||||
| COTTON SHAWN | |||||||||
| BOARD MEMBER | 1.00 | X | 27400 | 0 | 5481 | ||||
| CULKIN JOHN J | |||||||||
| BOARD MEMBER | 1.00 | X | 31400 | 0 | 5481 | ||||
| HEIMERL MICHAEL | |||||||||
| BOARD MEMBER | 1.00 | X | 34150 | 0 | 0 | ||||
| KELSCH DONNA M | |||||||||
| BOARD MEMBER | 1.00 | X | 39840 | 0 | 5250 | ||||
| ROBINSON DONALD | |||||||||
| BOARD MEMBER | 1.00 | X | 25650 | 0 | 5250 | ||||
| STEHLIK EDWARD | |||||||||
| BOARD MEMBER | 1.00 | X | 38500 | 0 | 5481 | ||||
| SUDIT MOISES | |||||||||
| BOARD MEMBER | 1.00 | X | 33280 | 0 | 0 | ||||
| SULLIVAN NORA B | |||||||||
| BOARD MEMBER | 1.00 | X | 30120 | 0 | 5481 | ||||
| SUNDELL DUANE J | |||||||||
| BOARD MEMBER | 1.00 | X | 32000 | 0 | 0 | ||||
| TILLOTSON JR RICHARD T | |||||||||
| BOARD MEMBER | 1.00 | X | 31600 | 0 | 5481 | ||||
| WEISS SYDNEY N | |||||||||
| BOARD MEMBER | 1.00 | X | 36400 | 0 | 5481 | ||||
| CROPP MICHAEL W | |||||||||
| PRESIDENT & CEO | 47.00 | X | 1345241 | 0 | 427397 | X | |||
| PAULY MD MARK V | |||||||||
| BOARD MEMBER | 1.00 | 0 | 0 | 0 | X | ||||
| JOHNSON MARK | |||||||||
| EVP - CFO | 46.00 | 845928 | 0 | 273559 | X | ||||
| DIGIULIO LAWRENCE C | |||||||||
| VP & GENERAL COUNSEL | 50.00 | 230485 | 0 | 35474 | X | ||||
| TULYK-ROSSI LAURA | |||||||||
| COMPLIANCE OFFICER | 36.00 | 81313 | 0 | 16553 | X | ||||
| FOELS THOMAS J | |||||||||
| EVP-CHIEF MEDICAL OFFICE | 46.00 | 466753 | 0 | 205229 | X | ||||
| CASSELL CAROL M | |||||||||
| EVP-HEALTH MANAGEMENT & | 5.00 | 1285991 | 0 | 34356 | X | ||||
| RODGERS JOHN R | |||||||||
| EVP-CHIEF MARKETING OFF | 47.00 | 641816 | 0 | 183682 | X | ||||
| PENTKOWSKI ANN M | |||||||||
| SVP-CHIEF ACT & UNDERWRI | 44.00 | 564447 | 0 | 116516 | X | ||||
| SYRACUSE JILL | |||||||||
| SVP-MEMBER SERVICES | 43.00 | 503380 | 0 | 125187 | X | ||||
| DISERAFINO LOUIS | |||||||||
| CHIEF RISK OFFICER | 46.00 | 309646 | 0 | 47720 | X | ||||
| FASO MICHAEL J | |||||||||
| SVP-FINANCE & ANCILL BUS | 41.00 | 304551 | 0 | 46711 | X | ||||
| FELDMAN JUDITH ANN | |||||||||
| SVP-INFORMATION TECHNOLO | 46.00 | 328472 | 0 | 100168 | X | ||||
| CUMMING GORDON B | |||||||||
| VP-HUMAN RESOURCES & ORG | 42.00 | 288266 | 0 | 102043 | X | ||||
| REHRAUER LINDA R | |||||||||
| DIRECTOR-GOVERNMENT SALE | 41.00 | 239089 | 0 | 48308 | X | ||||
| WALLESHAUSER JAMES B | |||||||||
| VP - STRATEGY MANAGEMENT | 21.00 | 212991 | 0 | 25734 | X | ||||
| DONOVAN DAVID W | |||||||||
| VICE PRESIDENT - SALES | 47.00 | 330489 | 0 | 12969 | X | ||||
| NAIDOO ALLEN | |||||||||
| VP - INFORMATICS | 50.00 | 287387 | 0 | 3790 | X | ||||
| BUTLER THEODORE J | |||||||||
| NATIONAL SALES DIRECTOR | 39.00 | 245536 | 0 | 44510 | X | ||||
| MYLOTTE KATHLEEN MARIE | |||||||||
| ASSOCIATE MEDICAL DIRECT | 35.00 | 243344 | 0 | 56622 | X | ||||
| ARGENTIERI RICHARD M | |||||||||
| DIRECTOR-ACCOUNT MANAGEM | 40.00 | 250181 | 0 | 29866 | X | ||||
| GILLESPIE JOHN A | |||||||||
| EVP-CHIEF MEDICAL OFFICE | 0.00 | 366985 | 0 | 3654 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10015751 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2649 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2006502 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | 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 |
|---|---|---|---|---|---|
| INDIVIDUAL PRACTICE ASSOCIATION OF WNY | |||||
| 511 FARBER LAKES DR | WILLIAMSVILLE | NY | 14221 | MEDICAL & PHARMACY BENEFIT SERVICES | 811949832 |
| COGNISIGHT LLC | |||||
| 333 W COMMERCIAL ST SUITE 3500 | EAST ROCHESTER | NY | 14445 | HCC MEDICARE PREMIUM RECOVERY SERVICES | 6457825 |
| SIRIUS COMPUTER SOLUTIONS | |||||
| 4810 KIRKWOOD ROAD | COHOCTON | NY | 14826 | SALE AND MAINTENANCE OF SERVERS | 4710433 |
| EYEMED VISION CARE | |||||
| 15274 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | VISION BENEFITS COMPANY | 4497950 |
| APPLIED BUSINESS SYSTEMS | |||||
| 26 HARVESTER AVE PO BOX 438 | BATAVIA | NY | 14021 | MAILINGS AND PAPER SUPPLY | 4462271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 86 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREMIUMS, COB & REINS | Description |
| Business Code | 524114 | BusinessCode |
| Total Revenue Column | 1082999986 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1082999986 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1082999986 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11819447 | TotalRevenueColumn |
| Exclusion | $11,819,447 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3900 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 613 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3287 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3287 | TotalRevenueColumn |
| Exclusion | $3,287 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 100227880 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97818041 | Securities |
| Other | 153741 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2409839 | Securities |
| Other | -153741 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2256098 | TotalRevenueColumn |
| Exclusion | $2,256,098 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSULTING INCOME | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 52708183 | TotalRevenueColumn |
| Unrelated Business Revenue | 52708183 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 52708183 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1149787001 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1082999986 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 52708183 | UnrelatedBusinessRevenue |
| Exclusion | $14,078,832 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524860 | Total |
| Program Services | 524860 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Program Services | 5000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 921283054 | Total |
| Program Services | 921283054 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10146921 | Total |
| Management And General | 10146921 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59002159 | Total |
| Program Services | 7779171 | ProgramServices |
| Management And General | 51222988 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4561194 | Total |
| Program Services | 281067 | ProgramServices |
| Management And General | 4280127 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10573845 | Total |
| Program Services | 1594143 | ProgramServices |
| Management And General | 8979702 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4793863 | Total |
| Program Services | 651116 | ProgramServices |
| Management And General | 4142747 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152400 | Total |
| Management And General | 152400 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198855 | Total |
| Management And General | 198855 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95326 | Total |
| Management And General | 95326 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653367 | Total |
| Management And General | 653367 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10153994 | Total |
| Program Services | 319062 | ProgramServices |
| Management And General | 9834932 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2840403 | Total |
| Program Services | 62115 | ProgramServices |
| Management And General | 2778288 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8425855 | Total |
| Program Services | 155015 | ProgramServices |
| Management And General | 8270840 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11467661 | Total |
| Program Services | 737136 | ProgramServices |
| Management And General | 10730525 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4827321 | Total |
| Management And General | 4827321 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303215 | Total |
| Program Services | 36327 | ProgramServices |
| Management And General | 266888 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 830371 | Total |
| Program Services | 16587 | ProgramServices |
| Management And General | 813784 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8106914 | Total |
| Management And General | 8106914 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1776114 | Total |
| Program Services | 1009829 | ProgramServices |
| Management And General | 766285 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SURCHARGES | 12972018 | 12972018 | 0 | 0 |
| MISCELLANEOUS | 3561547 | 1546289 | 2015258 | 0 |
| FAMILY CHOICE | 3532157 | 0 | 3532157 | 0 |
| NYS ASSESSMENT | 2201729 | 0 | 2201729 | 0 |
| UBI TAXES | -348352 | 0 | -348352 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1429697 | Total |
| Management And General | 1429697 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1084071488 | Total |
| Program Services | 948972789 | ProgramServices |
| Management And General | 135098699 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38405039 | BOY |
| EOY | 95747074 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54116622 | BOY |
| EOY | 57043241 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10893311 | BOY |
| EOY | 11768232 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 93733111 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 70558118 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24572223 | BOY |
| EOY | 23174993 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270460995 | BOY |
| EOY | 289610016 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162111120 | BOY |
| EOY | 162064824 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560559310 | BOY |
| EOY | 639408380 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56405239 | BOY |
| EOY | 49727956 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100389 | BOY |
| EOY | 6524 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8080049 | BOY |
| EOY | 7891976 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1681104 | BOY |
| EOY | 1256920 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37643576 | BOY |
| EOY | 52498826 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103910357 | BOY |
| EOY | 111382202 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 367676437 | BOY |
| EOY | 425714394 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88972516 | BOY |
| EOY | 102311784 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 456648953 | BOY |
| EOY | 528026178 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560559310 | BOY |
| EOY | 639408380 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 65715513 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5661712 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 542713 | OtherCostOrOtherBasis |
| Book Value | 542713 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12436551 | OtherCostOrOtherBasis |
| Depreciation | 4599385 | Depreciation |
| Book Value | 7837166 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3600773 | OtherCostOrOtherBasis |
| Depreciation | 2097669 | Depreciation |
| Book Value | 1503104 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20232912 | OtherCostOrOtherBasis |
| Depreciation | 16316527 | Depreciation |
| Book Value | 3916385 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56920162 | OtherCostOrOtherBasis |
| Depreciation | 47544537 | Depreciation |
| Book Value | 9375625 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23174993 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENTS RESTRICTED AS TO USE | 51904192 |
| INVESTMENTS IN AFFILIATES | 110160632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 162064824 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BENEFITS PAYABLE | $10,284,797 |
| CAPTITATION PAYABLE | $24,318,876 |
| INTERCOMPANY PAYABLE | $17,895,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 52498826 | TotalOfAmounts |
| Total Revenue | 1149787001 | TotalRevenue |
| Total Expenses | 1084071488 | TotalExpenses |
| Excess Or Deficit For Year | 65715513 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5721202 | NetUnrealizedGLOnInvestments |
| Other | -$59,490 | OtherAmount |
| Total Adjustments | 5661712 | TotalAdjustments |
| Excess Or Deficit Per FS | 71377225 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1151576485 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5721202 | NetUnrealizedGainsInvestments |
| Other Revenues | -1273150 | OtherRevenues |
| Revenue Not Rptd F990 | 4448052 | RevenueNotRptdF990 |
| Revenue Subtotal | 1147128433 | RevenueSubtotal |
| Other Revenues Not Included | 2658568 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2658568 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1149787001 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1080199258 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -2658568 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -2658568 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1082857826 | ExpensesSubtotal |
| Other Expenses Not Included | 1213662 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1213662 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1084071488 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART IV, LINE 2B: | LONG TERM INCENTIVE PLAN IS OFFERED TO KEY EXECUTIVES. FUTURE PAYMENT IS BASED ON ORGANIZATIONAL PERFORMANCE TO THE BALANCE SCORECARD AND HISTORICAL COMPENSATION. ASSETS ARE UNDER THE CUSTODIAL ARRANGEMENT WITH M&T BANK. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: IMPAIRMENT LOSS ON INVESTMENTS $-59,488 BANK CHARGES NETTED AGAINST OTHER INCOME $-1,210,186 P4P GRANT EXPENSE NETTED AGAINST OTHER INCOME $-3,476 PART XII, LINE 4B - OTHER ADJUSTMENT: COB REVENUE $492,114 RENTAL EXPENSE INCLUDED ON PART VII, LINE 6B $-613 NYS REINSURANCE $1,048,699 REINSURANCE ADJUSTMENT $1,095,114 RX REBATE $23,254 PART XI, LINE 8 - OTHER ADJUSTMENT: IMPAIRMENT LOSS ON INVESTMENT $-59,488 PART XIII, LINE 2D - OTHER ADJUSTMENT: COB REVENUE $-492,114 RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B $613 NYS INSURANCE $-1,048,699 REINSURANCE ADJUSTMENT $-1,095,114 RX REBATE $-23,254 PART XIII, LINE 4B - OTHER ADJUSTMENT: BANK CHARGES $1,210,186 P4P GRANT EXPENSE $3,476 | |
| PART X, LINE 2 : INDEPENDENT HEALTH ASSOCIATION & AFFILIATES (THE ASSOCIATION) ADOPTED THE PROVISIONS OF ASC 740 RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES EFFECTIVE JANUARY 1, 2009. THE ASSOCIATION RECOGNIZED NO MATERIAL ADJUSTMENT IN THE LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS. THE ASSOCIATION DID NOT RECORD INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2010. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UPSTATE NEW YORK TRANSPLANT SERVICES | |||||||
| 110 BROADWAY | BUFFALO | NY | 14203 | 161172453 | 501 ( C) (3) | 25000 | TO ASSIST WITH HEALTHY LIVING OF THE DONATE LIFE PROGRAM |
| THEATRE OF YOUTH | |||||||
| 203 ALLEN STREET | BUFFALO | NY | 14201 | 237286004 | 501 ( C) (3) | 90000 | TO IMPACT THE HEALTH OF YOUTH THROUGH LIVE THEATRE. CORPORATE SPONSORSHIP |
| WNED | |||||||
| HORIZONS PLAZA PO BOX 1263 | BUFFALO | NY | 14240 | 161613963 | 501 ( C) (3) | 75000 | LIVE WELL ANTI-OBESITY INITIATIVE |
| JEWISH COMMUNITY CENTER | |||||||
| 2640 N FOREST RD | GETZVILLE | NY | 14068 | 160760887 | 501 ( C) (3) | 75000 | SUPPORT FOR THE WELLNESS, HEALTH ENGAGEMENT, AND PREVENTION PROGRAMS |
| SENECA DIABETES FOUNDATION | |||||||
| PO BOX 309 | IRVING | NY | 140810309 | 203214056 | 501 ( C) (3) | 55000 | SUPPORT THE MISSION TO PROVIDE EDUCATION OUTREACH, PREVENTION AWARENES, AND FUND RESEARCH TO IMPROVE THE LIVES OF THOSE AFFECTED WITH DIABETES |
| SHEA'S | |||||||
| 646 MAIN STREET | BUFFALO | NY | 142021978 | 161158412 | 501 ( C) (3) | 34750 | CORPORATE SPONSORSHIP TO SUPPORT THE ARTS AND IMPROVE INDIVIDUALS' WELL-BRING AND QUALITY OF LIFE |
| P2 COLLABORATIVE | |||||||
| 6225 SHERIDAN DR SUITE 206 | WILLIAMSVILLE | NY | 14221 | 421604185 | 501 ( C) (3) | 30000 | SUPPORT THE ORGANIZATION'S COMMITMENT TO COLLABORATION AND IMPROVING THE HEALTH OF ALL INDIVIDUALS IN WNY |
| BUFFALO NIAGRA PARTNERSHIP | |||||||
| PO BOX 53 | BUFFALO | NY | 14205 | 160365700 | 501 ( C) (3) | 30000 | REGIONAL STEWARDSHIP |
| CHAUTAUQUA CHILDREN'S SAFETY EDUCATION VILLAGE | |||||||
| 2695 ROUTE 394 | ASHVILLE | NY | 14710 | 161566945 | 501 ( C) (3) | 19610 | CORPORATE SPONSORSHIP TO SUPPORT THE ARTS AND IMPROVE INDIVIDUALS' WELL-BRING AND QUALITY OF LIFE |
| BUFFALO URBAN LEAGUE | |||||||
| 15 E GENESEE ST | BUFFALO | NY | 14203 | 160743940 | 501 ( C) (3) | 15000 | SUPPORT TO EMPOWER MINORITIES AND DISADVANTAGED INDIVIDUALS, SPECIFICALLY IN THE AREAS OF HEALTH AND QUALITY OF LIFE |
| LEADERSHIP BUFFALO | |||||||
| 237 MAIN STREET-STE 1500 | BUFFALO | NY | 142032720 | 161363536 | 501 ( C) (3) | 15000 | SPONSORSHIP |
| BUFFALO PHILHARMONIC ORCHESTRA | |||||||
| 499 FRANKLIN ST | BUFFALO | NY | 14202 | 160755739 | 501 ( C) (3) | 5000 | CORPORATE SPONSORSHIP TO SUPPORT THE ARTS AND IMPROVE INDIVIDUALS' WELL-BRING AND QUALITY OF LIFE |
| HEALTH SCIENCES CHARTER SCHOOL | |||||||
| 169 SHERIDAN PARKSIDE DR | TONAWANDA | NY | 14150 | 501 ( C) (3) | 10000 | SUPPORT ACADEMIC EXCELLENCE AND SUSTAINABLE, QUALITY CAREERS IN HEALTH SCIENCES | |
| GREEN OPTIONS BUFFALO | |||||||
| 640 ELLICOTT STREET | BUFFALO | NY | 14202 | 501 ( C) (3) | 8000 | SUPPORT FOR COLLABORATION, PROMOTES HEALTHY LIFESTYLES, AND WORKS TO IMPROVE INFRASTRUCTURE TO SUPPORT SUCH LIFESTYLES | |
| POLICE ATHLETIC LEAGUE | |||||||
| 65 NIAGARA SQUARE 21ST FL | BUFFALO | NY | 14202 | 161468698 | 501 ( C) (3) | 7500 | TO SUPPORT THE IMPROVEMENT OF THE IMMEDIATE AND FUTURE QUALITY OF LIFE FOR THE YOUTH IN THE COMMUNITY THROUGH EDUCATIONAL, RECREATIONAL, CULTURAL, ENVIRONMENTAL, AND PREVENTION PROGRAMMING |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLS | TX | 75231 | 135613797 | 501 ( C) (3) | 5000 | SUPPORT THE ENCOURAGEMENT OF HEALTHY LIFESTYLES TO PREVENT CARDIOVASCULAR DISEASES AND STROKES |
| AMHERST YOUTH FOUNDATION | |||||||
| 4255 HARLEM RD | AMHERST | NY | 14226 | 161206430 | 501 ( C) (3) | 5000 | SUPPORT PROGRAMS TO IMPROVE THE LIVES OF THE YOUTH IN THE AMHERST AREA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: INDEPENDENT HEALTH ASSOCIATION SUPPORTS NON-PROFIT ORGANIZATIONS THAT ARE ALIGNED WITH OUR MISSION TO PROVIDE ACCESS TO AFFORDABLE, QUALITY HEALTH CARE, AND/OR WOULD BENEFIT FROM INDEPENDENT HEALTH'S COMMUNITY LEADERSHIP AND GOODWILL. AMOUNTS ARE RECORDED IN COMMUNITY RELATIONS AND HARD COPIES OF ALL PAYMENTS ARE KEPT ON FILE (BOTH PAPER AND ELECTRONICALLY). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | 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 (20 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CROPP MICHAEL W | |||||||||||||
| 766538 | 0 | 543188 | 0 | 35515 | 0 | 379954 | 0 | 47443 | 0 | 1772638 | 0 | 0 | 0 |
| JOHNSON MARK | |||||||||||||
| 508587 | 0 | 311845 | 0 | 25496 | 0 | 229235 | 0 | 44324 | 0 | 1119487 | 0 | 0 | 0 |
| DIGIULIO LAWRENCE C | |||||||||||||
| 167634 | 0 | 46380 | 0 | 16471 | 0 | 20462 | 0 | 15012 | 0 | 265959 | 0 | 0 | 0 |
| FOELS THOMAS J | |||||||||||||
| 313616 | 0 | 129329 | 0 | 23808 | 0 | 135153 | 0 | 70076 | 0 | 671982 | 0 | 0 | 0 |
| CASSELL CAROL M | |||||||||||||
| 105439 | 0 | 876532 | 0 | 304020 | 0 | 12401 | 0 | 21955 | 0 | 1320347 | 0 | 733516 | 0 |
| RODGERS JOHN R | |||||||||||||
| 258288 | 0 | 373985 | 0 | 9543 | 0 | 130111 | 0 | 53571 | 0 | 825498 | 0 | 103750 | 0 |
| PENTKOWSKI ANN M | |||||||||||||
| 253150 | 0 | 289880 | 0 | 21417 | 0 | 93052 | 0 | 23464 | 0 | 680963 | 0 | 130628 | 0 |
| SYRACUSE JILL | |||||||||||||
| 222788 | 0 | 279083 | 0 | 1509 | 0 | 102265 | 0 | 22922 | 0 | 628567 | 0 | 121958 | 0 |
| DISERAFINO LOUIS | |||||||||||||
| 219112 | 0 | 67555 | 0 | 22979 | 0 | 30259 | 0 | 17461 | 0 | 357366 | 0 | 0 | 0 |
| FASO MICHAEL J | |||||||||||||
| 214803 | 0 | 68938 | 0 | 20810 | 0 | 30995 | 0 | 15716 | 0 | 351262 | 0 | 0 | 0 |
| FELDMAN JUDITH ANN | |||||||||||||
| 222288 | 0 | 93272 | 0 | 12912 | 0 | 83537 | 0 | 16631 | 0 | 428640 | 0 | 0 | 0 |
| CUMMING GORDON B | |||||||||||||
| 212172 | 0 | 64484 | 0 | 11610 | 0 | 84923 | 0 | 17120 | 0 | 390309 | 0 | 0 | 0 |
| REHRAUER LINDA R | |||||||||||||
| 128473 | 0 | 110216 | 0 | 400 | 0 | 33381 | 0 | 14927 | 0 | 287397 | 0 | 0 | 0 |
| WALLESHAUSER JAMES B | |||||||||||||
| 164126 | 0 | 42836 | 0 | 6029 | 0 | 9515 | 0 | 16219 | 0 | 238725 | 0 | 0 | 0 |
| DONOVAN DAVID W | |||||||||||||
| 208943 | 0 | 119728 | 0 | 1818 | 0 | 12395 | 0 | 574 | 0 | 343458 | 0 | 0 | 0 |
| NAIDOO ALLEN | |||||||||||||
| 222800 | 0 | 20000 | 0 | 44587 | 0 | 0 | 0 | 3790 | 0 | 291177 | 0 | 0 | 0 |
| BUTLER THEODORE J | |||||||||||||
| 111563 | 0 | 133642 | 0 | 331 | 0 | 29195 | 0 | 15315 | 0 | 290046 | 0 | 0 | 0 |
| MYLOTTE KATHLEEN MARIE | |||||||||||||
| 232394 | 0 | 8563 | 0 | 2387 | 0 | 46734 | 0 | 9888 | 0 | 299966 | 0 | 0 | 0 |
| ARGENTIERI RICHARD M | |||||||||||||
| 149889 | 0 | 100087 | 0 | 205 | 0 | 16942 | 0 | 12924 | 0 | 280047 | 0 | 0 | 0 |
| GILLESPIE JOHN A | |||||||||||||
| -3654 | 0 | 0 | 0 | 370639 | 0 | 0 | 0 | 3654 | 0 | 370639 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | DISCRETIONARY SPENDING ACCOUNT: AT THE DISCRETION OF THE CEO, KEY EXECUTIVES (OFFICERS AND KEY EMPLOYEES) ARE ELIGIBLE TO RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THESE AMOUNTS ARE A PERCENTAGE OF BASE COMPENSATION AND ARE CAPPED AT SPECIFIC AMOUNTS. ANY REIMBURSEMENT WHICH IS NOT DEDUCTIBLE UNDER IRS REGULATIONS OR ANY UNCLAIMED AMOUNT AT THE END OF THE CALENDAR YEAR IS TREATED AS INCOME AND ADDED TO THE EXECUTIVE'S W-2. $313,585 WAS RECEIVED IN 2010 AND $208,008 WAS REPORTED AS TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: KEY EXECUTIVES OF THE ORGANIZATION MAY BE ELIGIBLE TO RECEIVE A HOUSING ALLOWANCE (INCLUDING UTILITIES) IN CONJUNCTION WITH THE ORGANIZATION'S RELOCATION POLICY. IN NO CIRCUMSTANCES CAN THE HOUSING ALLOWANCE EXCEED A PERIOD OF ONE YEAR FROM THE DATE OF HIRE WITHOUT THE APPROVAL FROM THE CEO. ANY REIMBURSEMENT THAT IS NOT DEDUCTIBLE UNDER THE IRS REGULATIONS FOR MOVING EXPENSES ARE TREATED AS INCOME AND ADDED TO THE EXECUTIVE'S W-2. | |
| PART I, LINES 4A-B | THE FOLLOWING LISTED PERSONS FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH. 2010 AMOUNTS RECEIVED AND ACCRUED INCLUDED: SALARY AND HEALTH BENEFIT COMPONENTS. 1) CAROL CASSEL - RECEIVED $293,250 DURING 2010 WITH AN END DATE OF 02/11 AND $86,718 ACCRUED AT 12/31/10 2) JOHN GILLESPIE - RECEIVED $368,401 DURING 2010 WITH AN END DATE OF DECEMBER 31, 2013 AND $41,931 ACCRUED AT 12/31/10 3) FRED COHEN-RECEIVED $74,038 WITH AN END DATE OF DECEMBER 31, 2010. | |
| PART III | PART I, LINE 4B: THE FOLLOWING LISTED PERSONS FROM PART VII, SECTION A PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (457(F)) WITH INDEPENDENT HEALTH. MICHAEL CROPP, M.D.: AMOUNT RECEIVED: $0; VALUE INCREASE INCLUDED IN PART VIII, SECTION A, COLUMN F: $332,398. CAROL CASSELL: AMOUNT RECEIVED $733,516; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $0. MARK JOHNSON: AMOUNT RECEIVED: $0; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $167,433. JOHN RODGERS: AMOUNT RECEIVED: $193,556; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $89,806. ANN PENTKOWSKI: AMOUNT RECEIVED $202,930; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $72,302. JILL SYRACUSE: AMOUNT RECEIVED $185,811; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $63,853. THOMAS J. FOELS: AMOUNT RECEIVED $0; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $92,565. JUDITH FELDMAN: AMOUNT RECEIVED $0; VALUE INCREAE INCLUDED IN PART VII, SECTION A, COLUMN F: $66,072. GORDON CUMMING: AMOUNT RECEIVED $0; VALUE INCREASE INLCUDED IN PART VII, SECTION A, COLUMN F: $58,145 | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (10 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| NORTHTOWNS MEDICAL GROUP | |||
| PARTNERSHIP MORE THAN 5% OWNED BY EDWARD STEHLIK, CURRENT BOARD MEMBER | 305523 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE. | 0 |
| TONAWANDA PEDIATRICS | |||
| PARTNERSHIP MORE THAN 5% OWNED BY MICHAEL HEIMERL, CURRENT BOARD MEMBER | 1912740 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE | 0 |
| EAST AURORA FAMILY PRACTICE | |||
| PARTNERSHIP MORE THAN 5% OWNED BY SHAWN COTTON, CURRENT BOARD MEMBER | 559060 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE | 0 |
| ROSWELL PARK CANCER INSTITUTE | |||
| SHARED BOARD MEMBER, NORA SULLIVAN | 86546115 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE | 0 |
| WALSH DUFFIELD COMPANIES | |||
| ENTITY INDIRECTLY OWNED BY MORE THAN 35% BY JOHN WALSH,CURRENT BOARD MEMBER | 599223 | BROKER OF IHA PRODUCTS | 0 |
| ALLIANCE OF COMMUNITY HEALTH PLANS | |||
| SHARED BOARD MEMBER, DR. MICHAEL CROPP | 154561 | SERVICE PROVIDER (MEMBERSHIP DUES, LOBBYING ACTIVITIES) | 0 |
| AMERICA'S HEALTH INSURANCE PLANS | |||
| SHARED BOARD MEMBER, DR. MICHAEL CROPP | 174710 | SERVICE PROVIDER (MEMBERSHIP DUES, LOBBYING ACTIVITIES) | 0 |
| DONALD W ROBINSON MD | |||
| 100% OWNERSHIP IN MEDICAL PRACTICE BY DR. DONALD ROBINSON | 370012 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE | 0 |
| WESTERN NEW YORK CLINICAL INFORMATION EXCHANGE | |||
| SHARED BOARD MEMBER, DR. MICHAEL CROPP | 120000 | FUNDING OF OPERATIONS | 0 |
| WESTERN NEW YORK HEALTHENET | |||
| SHARED BOARD MEMBER, JUDITH FELDMAN | 120000 | FUNDING OF OPERATIONS | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DONALD ROBINSON AND KATHLEEN MARIE MYLOTTE HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AN AFFILIATED ENTITY). MICHAEL CROPP, MARK JOHNSON, JILL SYRACUSE, JOHN RODGERS, THOMAS FOELS, LAWRENCE DIGIULIO, AND MICHAEL FASO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AFFILIATED ENTITIES). BARRY WINNICK, R. MARSHAL WINGATE, STUART ANGERT, JAMES COPPOLA, MICHAEL CROPP, MOISES SUDIT, NORA SULLIVAN, JOHN ANTKOWIAK, LAWRENCE DIGIULIO, JOHN RODGERS, MARK JOHNSON, AND JAMES WALLESHAUSER HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AN AFFILIATED ENTITY). FRANK COLANTUONO, JAMES COPPOLA, AND THOMAS FOELS HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AN AFFILIATED ENTITY). MARSHALL WINGATE, FRANK COLANTUONO, MARK JOHNSON, AND ANN PENTKOWSKI HAVE A BUSINESS RELATIONSHIP (PRIVATE ENTERPRISE). MICHAEL CROPP, GORDON CUMMING, BARRY WINNICK, JOHN WALSH, BRENDA MCDUFFIE, STUART ANGERT & JOHN ANTKOWIAK HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AN AFFILIATED NOT FOR PROFIT). | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINAL FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS AT THE BOARD MEETING PRIOR TO THE FILING OF THE RETURN. | |
| IHA'S CONFLICT OF INTEREST REPORTING POLICY ENCOMPASSES ALL CURRENT IHA OFFICERS AND EMPLOYEES (INCLUDING KEY EMPLOYEES) OF THE ORGANIZATION. THE CEO, CHIEF LEGAL COUNSEL, CORPORATE COMPLIANCE/PRIVACY OFFICER, OR SPECIAL INVESTIGATIONS UNIT MAY MAKE THE DETERMINATION THAT A CONFLICT OF INTEREST EXISTS AND WILL REVIEW THE ACTUAL CONFLICT AS CONFLICTS ARE REPORTED TO THEM. CONFLICTS ARE ALSO IDENTIFIED ANNUALLY WHEN THE SIGNED EMPLOYEE ATTESTATIONS, CONFIDENTIAL QUESTIONNAIRES & PLEDGE OF CONFIDENTIALITY AND CONTINUING DISCLOSURE FORM (FOR BOD MEMBERS) ARE RECEIVED. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS OR DECISIONS RELATED TO THIS TRANSACTION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE GOVERNING BOARD OF DIRECTORS OF INDEPENDENT HEALTH ASSOCIATION, INC. APPOINTED A GROUP OF BOARD MEMBERS TO ACT AS THE COMPENSATION COMMITTEE. COMPENSATION OF THE CEO IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND THE BOD ANNUALLY. ADDITIONALLY, THE RECOMMENDATIONS OF THE CEO PERTAINING TO THE COMPENSATION OF HIS/HER DIRECT REPORTS ARE SUBJECT TO REVIEW AND ADVISEMENT BY THE COMPENSATION COMMITTEE. TO DETERMINE EXECUTIVE COMPENSATION AND INCENTIVE ELIGIBILITY OF THE CEO AND HIS/HER DIRECT REPORTS, THE COMPENSATION COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE RECOMMENDATIONS AND ANY COMPARABLE DATA (COMPENSATION OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALITY COMPARABLE POSITIONS AT SIMILARLY SIZED ORGANIZATIONS). COMPARABILITY DATA MAY BE OBTAINED VIA THE FORM 990 OF OTHER ORGANIZATIONS AND/OR COMPENSATION SURVEYS OR STUDIES. THE COMPENSATION COMMITTEE, IN DELIBERATIONS WITH THE INDEPENDENT CONSULTANT, DETERMINES THE COMPENSATION AND INCENTIVE FOR THE CEO. THE CEO EXCLUDES HIMSELF/HERSELF FROM THESE DELIBERATIONS WHEN DISCUSSING HIS/HER COMPENSATION. THE COMPENSATION COMMITTEE WILL DOCUMENT THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. THE BOD WILL THEN RATIFY ALL DECISIONS OF THE COMPENSATION COMMITTEE AT ITS REGULARLY SCHEDULED BOARD MEETING. IHA'S EXECUTIVE COMPENSATION POLICY/PROCESS IS AN ANNUAL PROCESS (LAST PERFORMED IN 2010) AND WAS USED TO ESTABLISH COMPENSATION FOR THE FOLLOWING POSITIONS: EXECUTIVE VICE PRESIDENT - CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT - CHIEF MARKETING OFFICER; EXECUTIVE VICE PRESIDENT - CHIEF MEDICAL OFFICER; VICE PRESIDENT OFFICE OF STRATEGY MGT.; SENIOR VICE PRESIDENT MEMBER SERVICES; SENIOR VICE PRESIDENT CIO; VICE PRESIDENT & GENERAL COUNSEL; SENIOR VICE PRESIDENT HUMAN RESOURCES & ORGANIZATIONAL DEVELOPMENT, AND VICE PRESIDENT GOVERNMENT AFFAIRS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE: A COPY OF ITS 990, ITS AUDITED FINANCIAL STATEMENTS, AND ANY OTHER DOCUMENTS AS REQUIRED. | FORM 990, PART VI, SECTION C, LINE 19 | |
| HOURS WORKED PER WEEK FOR RELATED ORGANIZATIONS | HOURS WORKED PER WEEK FOR RELATED ORGANIZATIONS INCLUDED IN THE HOURS REPORTED ON FORM 990, PART VII, THE FOLLOWING INDIVIDUALS DEVOTED TIME EACH WEEK TO RELATED ORGANIZATIONS: CROPP, MICHAEL W - 23 HOURS JOHNSON, MARK I - 20 HOURS DIGIULIO, LAWRENCE C - 24 HOURS DISERAFINO, LOUIS G - 9 HOURS GILLESPIE, JOHN A - 0 HOURS RODGERS, JOHN R - 9 HOURS TULYK-ROSSI, LAURA - 6 HOURS CASSELL, CAROL M - 2 HOURS CUMMING, GORDON B - 20 HOURS FASO, MICHAEL J - 20 HOURS PENTKOWSKI, ANN M - 20 HOURS SYRACUSE, JILL M - 29 HOURS FOELS, THOMAS J - 17 HOURS REHRAUER, LINDA R - 1 HOUR FELDMAN, JUDITH - 23 HOURS DONOVAN, DAVID W- 20 HOURS ARGENTIERI, RICHARD M - 26 HOURS BUTLER, THEODORE - 39 HOURS WALLESHAUSER, JAMES B - 19 HOURS GIBSON, DONALD - 23 HOURS MYLOTTE, KATHLEEN - 1 HOUR | FORM 990, PART VII, SECTION A, COLUMN B |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 5,721,202. IMPAIRMENT LOSS ON INVESTMENTS -59,490. TOTAL TO FORM 990, PART XI, LINE 5: 5,661,712. | FORM 990, PART XI, LINE 5: |
| PROGRAM SERVICE ACCOMPLISHMENTS: | INDEPENDENT HEALTH ASSOCIATION (IHA) COORDINATES THE DELIVERY OF QUALITY HEALTH CARE COVERAGE THROUGH CONTRACTS WITH INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK (IPAWNY), A TAXABLE NON-PROFIT, FOR ITS COMMERCIAL AND MEDICARE HMO PRODUCTS, OR, EFFECTIVE JANUARY 1, 2009, DIRECTLY WITH PHYSICIANS, HOSPITAL AND OTHER PROVIDERS FOR ONLY ITS MEDICAID HMO PRODUCT (WHICH INCLUDES THE FAMILY HEALTH PLUS (FHP) PROGRAM AVAILABLE TO ELIGIBLE RESIDENTS OF ERIE COUNTY AND THE CHILD HEALTH PLUS (CHP) PROGRAM) FOR THE ARRANGEMENT OF PHYSICIAN, HOSPITAL, MEDICALLY NECESSARY HEALTH SERVICES, DIAGNOSTIC AND PREVENTIVE HEALTH SERVICES TO THE COMMUNITY WITHIN THE 8 COUNTIES OF WESTERN NEW YORK (WNY). OUR PARTICIPATING HEALTH CARE PROVIDERS ARE REIMBURSED USING A FEE FOR SERVICE PAYMENT METHODOLOGY, WITH SUCH RATES TYPICALLY BELOW THE PROVIDER'S NORMAL AND CUSTOMARY RATES. IHA OFFERS ITS MEMBERS HEALTH RISK MANAGEMENT TOOLS INCLUDING AN ONLINE HEALTH RISK ASSESSMENT AND THE USE OF A DATA WAREHOUSE TO ANALYZE AND PREDICT POTENTIAL RISK AND DEVELOPMENT SOLUTIONS TO HELP CONTROL CURRENT AND PREVENT FUTURE PROBLEMS. PROGRAMS FOR COVERED EMPLOYEES AS WELL AS FOR EMPLOYERS HELP THEM MAKE GOOD HEALTH A PART OF THEIR CULTURE. IHA OFFERS A 24 HOUR MEDICAL HELP LINE WITH ACCESS TO A REGISTERED NURSE, CASE MANAGEMENT, DISEASE MANAGEMENT AND HEALTH COACHES. INDEPENDENT HEALTH ALSO ESTABLISHED A PATIENT CENTERED MEDICAL HOME (PCMH) PILOT PROGRAM IN JANUARY 2009. THE PCMH PROGRAM INCLUDES 18 DIVERSE PRIMARY CARE PRACTICES ACROSS WNY, 130 PHYSICIANS AND NEARLY 50,000 IHA MEMBERS. THE PRACTICES WORK TOWARD IMPROVED QUALITY OF CARE WITH EXPANDED ACCESS TO ALLOW SAME DAY APPOINTMENTS AND AFTER HOURS CARE; ENHANCED TECHNOLOGY TO INCLUDE ELECTRONIC MEDICAL RECORDS AND EMAILS WITH PATIENTS; AND A COMPREHENSIVE CARE TEAM FOR THOSE WITH, OR AT RISK, OF HAVING A CHRONIC CONDITION. ADMINISTRATIVE ASSISTANCE IS ALSO PROVIDED TO HELP IMPLEMENT NEW OFFICE PROCEDURES. ANOTHER IMPORTANT ASPECT OF THE PCMH MODEL IS THAT IT ALSO INCLUDES MANY OF THE FEDERAL HEALTH CARE REFORM EFFORTS INCLUDING PREVENTION AND WELLNESS THROUGH COORDINATED CARE, EVIDENCED BASED GUIDELINES TO GAUGE OUTCOMES AND REFORM OF PHYSICIAN PAYMENT TO IMPROVE QUALITY AND EFFICIENCY. IHA HAS DEVOTED TIME AND FINANCIAL RESOURCES THAT ENABLE THE 130 PHYSICIANS IN THIS PROGRAM TO REDESIGN THEIR PRACTICE. IHA ALSO PROVIDES MEMBERS DETAILED INFORMATION TO THIS PROGRAM IN ORDER TO ENABLE OUR PHYSICIANS TO MANAGE CARE OPPORTUNITIES FOR IHA MEMBERS. OTHER MEMBERSHIP SERVICES INCLUDES PREVENTIVE CARE THAT INVOLVES ACTIVE PARTICIPATION BY COMMUNITY ORGANIZATIONS IN INITIATIVES SUCH AS THE P2 COLLABORATIVE OF WESTERN NEW YORK, A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO IMPROVING THE HEALTH OF PEOPLE IN WESTERN NEW YORK. IT DEPENDS ON UNPRECEDENTED COLLABORATION AMONG KEY STAKEHOLDERS AND THE SHARING OF CLINICAL INFORMATION, AND THE ADOPTION OF HEALTH INFORMATION TECHNOLOGY AND ELECTRONIC MEDICAL RECORDS THROUGH ORGANIZATIONS SUCH AS HEALTHELINK. HEALTH EDUCATION PROGRAMS ARE ALSO OFFERED TO IHA MEMBERS AND NONMEMBERS OUT OF THE 6 MEDICARE INFORMATION CENTERS IN WESTERN NEW YORK OPERATED BY IHA. THESE PROGRAMS INCLUDE GENERAL HEALTH EDUCATION, HEALTHY COOKING DEMONSTRATIONS, PHYSICAL FITNESS CLASSES, AND PROGRAMS THAT ADDRESS SPECIFIC CHRONIC CONDITIONS. THESE PROGRAMS ARE PROMOTED THROUGH DIRECT MAILINGS TO MEMBERS, APPROXIMATELY 10,000 EVENT CALENDARS DISTRIBUTED TO NON-MEMBERS, AND LIMITED ADVERTISING TO THE GENERAL PUBLIC IN LOCAL NEWSPAPERS. SERVICES OFFERED TO NON-MEMBERS ARE ONLY AVAILABLE THROUGH ONE OF THE MIC SITES, AS THE INTENT IS TO ATTRACT CURRENT MEMBERS TO ATTEND HEALTH EDUCATION PROGRAMS. THE IHA HEALTH COACH PROGRAM OFFERS A BROAD RANGE OF SERVICES, INCLUDING EDUCATION AND CARE COORDINATION, TO IMPROVE THE HEALTH OF INDEPENDENT HEALTH MEMBERS AND EMPLOYEES. HEALTH COACHES ARE LICENSED REGISTERED NURSES, DIETICIANS, RESPIRATORY THERAPISTS, SOCIAL WORKERS, AND OTHER CERTIFIED HEALTH PROFESSIONALS WHO ENCOURAGE SELF MANAGEMENT AND EDUCATE MEMBERS ON LIVING A HEALTHY LIFE. THEY PROVIDE PERSONALIZED SERVICES THAT OFFER SUPPORT AND KNOWLEDGE NEEDED TO HELP MEMBERS MAKE LASTING CHANGES TO ACHIEVE BETTER HEALTH AND WELL-BEING; WHETHER IT IS TO HELP DEVELOP A DIET PLAN TO ASSIST WITH LOSING WEIGHT, GET HELP WITH A SPECIFIC MEDICAL CONDITION, OR COMPILE A LIST OF QUESTIONS TO ASK HIS/HER DOCTOR. IN ADDITION, IHA HAS QUALITY INCENTIVE PROGRAMS IN PLACE WITH SELECT PROVIDERS IN ORDER TO FACILITATE QUALITY IMPROVEMENT INITIATIVES IN THE COMMUNITY. IT ALSO WORKS WITH THE COMMUNITY OF HEALTH CARE PROVIDERS TO MANAGE AND DEVELOP INNOVATIVE HEALTH CARE SYSTEMS TO PROVIDE AFFORDABLE ACCESS TO COVERAGE AND TO REDUCE MEDICAL EXPENSE WITHIN THE COMMUNITY. SPECIFICALLY, IHA HAS DEVELOPED AND CONDUCTS EXTENSIVE COMMUNITY WELLNESS AND BENEFIT INITIATIVES THAT HELP MEMBERS LIVE HEALTHIER LIVES AND HELP EMPLOYERS CONTROL HEALTH CARE COSTS, INCLUDED AMONG THESE INITIATIVES ARE COMMUNITY WELLNESS AWARENESS PROGRAMS, THE NATIONALLY RECOGNIZED PAY FOR PERFORMANCE PROGRAM (PRACTICE EXCELLENCE) AND THE IDEALIZED DESIGN OF CLINICAL OFFICE PRACTICE, A MULTI-FACETED APPROACH TO RE-DESIGNING PHYSICIAN OFFICES TO BE MORE PATIENT-CENTRIC. ADDITIONALLY, IHA CONTRACTED WITH THE NEW YORK STATE DEPARTMENT OF HEALTH IN A HCRA PAY FOR PERFORMANCE DEMONSTRATION PROJECT (P4P) TO SUPPORT REGIONAL EFFORTS TO IMPROVE THE QUALITY OF HEALTH CARE BY DEVELOPING A STANDARDIZED PHYSICIAN PERFORMANCE MEASUREMENT AND REPORTING SYSTEM. THIS GRANT EXPIRED AT DECEMBER 31, 2009; HOWEVER AT THE END OF THIS GRANT PERIOD THE THREE REGIONAL HEALTH PLANS ENDORSED A CONTINUATION STRATEGY FOR THE QUALITY MEASURES COLLABORATIVE PROGRAM. THERE IS ALSO THE COMMUNITY EMR PROGRAM WHICH INCLUDES THREE REGIONAL HEALTH PLANS OF WNY, WHERE ALL PARTIES AGREED TO CREATE A FUNDING MECHANISM TO PROMOTE THE ADOPTION OF EMR TECHNOLOGIES IN WNY. THE LARGEST PORTION OF THIS FUNDING HAS BEEN ALLOCATED TO A HEAL 10 GRANT AS AN "IN-KIND" CONTRIBUTION TO COMMUNITY EMR'S EFFORTS TO IMPLEMENT EMR'S IN PRIMARY CARE PRACTICES UNDER THE MEDICAL HOME CONCEPT WITH A CLINICAL FOCUS ON IMPROVING DIABETES MANAGEMENT. THE REMAINING PORTION OF THE COMMUNITY EMR FUNDING, NOT ALLOCATED TO THE HEAL 10 GRANT, WILL BE DEVOTED TOWARD IMPLEMENTATION OF EMR'S IN PRIMARY AND SPECIALTY PHYSICIAN OFFICES, PER A MUTUALLY AGREED UPON NEEDS ASSESSMENT. IHA ALSO SUBSIDIZES INDIGENT CARE AND HEALTH CARE INITIATIVES UNDER THE HEALTH CARE REFORM ACT LAW AND CONTRIBUTES TO A PROFESSIONAL EDUCATION POOL, LARGELY TO FUND GRADUATE MEDICAL EDUCATION EXPENSES. IHA IS ALSO RESPONSIBLE FOR COVERED LIVES ASSESSMENT THAT IS BASED ON THE REGION IN WHICH THE MEMBER RESIDES AND THEIR ENROLLMENT STATUS (FAMILY OR INDIVIDUAL). SURCHARGES AND COVERED LIVES REMITTANCES ARE REQUIRED MONTHLY, AND TOTALED APPROXIMATELY $14.9 MILLION DURING 2010. | FORM 990, PART III, LINE 4A: |
| IHA IS ALSO A PRIMARY DEVELOPER OF MY ONLINE RECORD TO ACCESS RESOURCES (MORTAR), A SOFTWARE PROGRAM DESIGNED SPECIFICALLY FOR UNDERSERVED COMMUNITY POPULATIONS TO IDENTIFY HEALTH CONCERNS AND THEN ASSIST PEOPLE IN CONNECTING WITH SERVICES TO ADDRESS THEIR CONCERNS. MORTAR CAPTURES DATA RELATED TO A PERSON'S HEALTH (MEDICATIONS, HEALTH STATUS, FAMILY HISTORY, ETC) BUT ALSO INCORPORATES LIVING CONDITIONS THAT AFFECT HEALTH, SUCH AS NOT HAVING ELECTRICITY OR LIVING IN AN UNSAFE HOME. THE INITIATIVE RECOGNIZES THE BARRIERS THOSE SERVED OFTEN ENCOUNTER IN ACCESSING HEALTH CARE. IT WORKS TO SUPPORT AN INDIVIDUAL'S NEED FOR OBTAINING A VARIETY OF SERVICES, FROM APPLYING FOR HEALTH INSURANCE AND FINDING A PRIMARY CARE PHYSICIAN TO GETTING INFORMATION AND COUNSEL ON MEDICAL CONDITIONS, NUTRITION AND PRESCRIPTION DRUG USE. INDEPENDENT HEALTH HAS CONTRIBUTED OVER 150 HOURS OF PERSONNEL SUPPORT. THERE IS AN EXPECTATION THAT THIS PROGRAM CAN BE BROUGHT TO OTHER PLACES LOCATED IN UNDERSERVED AREAS. IHA'S REDSHIRT VOLUNTEER PROGRAM PROVIDES IHA EMPLOYEES AN OPPORTUNITY TO VOLUNTEER IN THEIR COMMUNITY, WHILE PROMOTING IHA AS A COMPANY WHO IS WILLING TO HELP GIVE BACK TO WNY. REDSHIRT EMPLOYEE VOLUNTEERS PROVIDE THE REDSHIRT TREATMENT TO THE COMMUNITY THROUGH DIRECT EMPLOYEE INTERACTION AND EXHIBITS IHA'S MESSAGE OF QUALITY CARE THROUGHOUT WNY. THE REDSHIRT TREATMENT IS A COMPANY-WIDE COMMITMENT TO DEMONSTRATE OUR CORE VALUES OF BEING PASSIONATE, CARING, RESPECTFUL, COLLABORATIVE AND ACCOUNTABLE. DURING 2010, 148 INDEPENDENT HEALTH EMPLOYEES VOLUNTEERED TO SERVE AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 17 COMMUNITY EVENTS; WHICH REPRESENTED 444 HOURS OF VOLUNTEER TIME. THE INDEPENDENT HEALTH EMPLOYEE DRESS DOWN DAY AND MONTH PROGRAM ALLOWS EMPLOYEES TO MAKE A CHARITABLE CONTRIBUTION IN EXCHANGE FOR THE PRIVILEGE OF DRESSING DOWN FOR WORK. THIS PROGRAM HAS RESULTED IN SUBSTANTIAL SUPPORT FOR THE CHARITABLE ORGANIZATIONS IN OUR COMMUNITY AND DEMONSTRATES THE GOODWILL OF INDEPENDENT HEALTH EMPLOYEES. THE PROGRAM IS EMPLOYEE-DRIVEN WITH A GOAL TO BROADLY SUPPORT MANY 501(C)(3) ORGANIZATIONS THROUGHOUT WESTERN NEW YORK. IN 2010, INDEPENDENT HEALTH ALSO RAISED $116,468 FOR 41 NON-PROFIT ORGANIZATIONS IN OUR COMMUNITY. IN ADDITION, INDEPENDENT HEALTH EMPLOYEES SUPPORT THE UNITED WAY OF BUFFALO AND ERIE COUNTY'S COMMUNITY CARE CAMPAIGN. THE UNITED WAY OF BUFFALO AND ERIE COUNTY WORK TO ADVANCE THE COMMON GOOD BY FOCUSING ON WELLNESS, INCOME AND EDUCATION. IT PROMOTES LONG-TERM GOOD HEALTH AND INDEPENDENCE, AND WORKS TO CREATE LONG-LASTING CHANGES THAT WILL IMPROVE THE LIVES OF PEOPLE LIVING IN POVERTY IN ERIE COUNTY. INDEPENDENT HEALTH CONDUCTS A MONTH-LONG CAMPAIGN EACH FALL TO RAISE MONEY FOR UNITED WAY. IHA CARES ABOUT MAKING A DIFFERENCE IN THE LIVES OF INDIVIDUALS IN THE COMMUNITIES IHA SERVES AND PARTICIPATION IN THE UNITED WAY CAMPAIGN IS A GREAT WAY TO DEMONSTRATE THEIR COMMITMENT. THE 2010-2011 CAMPAIGN RAISED $83,083. THIS AMOUNT INCLUDES THE MONTH-LONG CAMPAIGN (OCTOBER 2010) AND THE JANUARY 2011 DRESS DOWN MONTH. THE COMMUNITY ALSO BENEFITS FROM IHA'S SPONSORSHIPS THAT PROMOTE HEALTH AND WELLNESS. ONE EXAMPLE IS IHA'S FIVE YEAR COMMITMENT OF SUPPORT TO THEATRE OF YOUTH'S (TOY) HEALTH SERIES, A PROFESSIONAL THEATRE FOR YOUNG AUDIENCES THAT FOCUSES ON HEALTH-RELATED ISSUES IN CHILDREN. A UNIQUE NEW PARTNERSHIP WITH THE YMCA BUFFALO NIAGARA AND INDEPENDENT HEALTH WILL INTEGRATE PERSONAL AND FAMILY FITNESS OPPORTUNITIES WITH ON-SITE MEDICAL SERVICES IN A NEW STATE-OF-THE-ART FACILITY. THE NEWYMCA WILL HAVE AN ON-SITE PRESENCE OFFERING HEALTH AND WELLNESS PROGRAMS INCLUDING CUSTOMIZED FITNESS PROGRAMS TARGETING OBESITY AND DISCOUNTED FEES FOR INDEPENDENT HEALTH MEMBERS. ANOTHER IMPORTANT INDEPENDENT HEALTH COLLABORATION IS A SERVICE PROGRAM CALLED "THINKBRIGHT AND WELL'S LIVEWELL INITIATIVE." THIS PROGRAM IS CONDUCTED IN PARTNERSHIP WITH SEVERAL COMMUNITY ORGANIZATIONS AND WORKS WITH INDIVIDUALS AND ORGANIZATIONS IN BUFFALO'S 14204 EAST SIDE NEIGHBORHOODS TO MOTIVATE YOUTH AND ADULTS TO FIGHT OBESITY IN THEIR LIVES BY ADOPTING HEALTHY HABITS AND BEHAVIORS, EMPOWER INDIVIDUALS TO BECOME INFORMED, ACTIVE PARTNERS IN THEIR HEALTHCARE AND DEVELOP GRASSROOTS LEADERS WHO WILL MOBILIZE THE CITIZENRY TO DEVELOP MEANINGFUL AND APPROPRIATE SOLUTIONS THAT COMBAT OBESITY IN THEIR NEIGHBORHOODS, IN COLLABORATION WITH ESTABLISHED HEALTH AND COMMUNITY ORGANIZATIONS. IHA FURTHER COLLABORATES WITH THE WESTERN NEW YORK COMMUNITY IN ITS AFFILIATIONS WITH THE HEALTH SCIENCES CHARTER SCHOOL WHICH WAS DEVELOPED TO PROVIDE OPPORTUNITIES FOR HIGH SCHOOL STUDENTS FOR CAREERS IN THE MEDICAL FIELD; WNYHEALTHENET, TO FURTHER IHA'S COMMITMENT TO REDUCING THE COST OF AND IMPROVING THE QUALITY OF HEATH CARE IN THE WESTERN NEW YORK COMMUNITY, AND THE WESTERN NEW YORK CLINICAL INFORMATION EXCHANGE ("HEALTHELINK") - A 501(C)(3) ORGANIZATION THAT OPERATES AN INFORMATION EXCHANGE TO FACILITATE THE ACCESS TO CLINICAL INFORMATION AMONG HEALTH CARE PROVIDERS AND HEALTH INSURERS. DURING 2010, HEALTHELINK WAS AWARDED $16.1 MILLION FROM THE FEDERAL STIMULUS GRANT TO SUPPORT THE USE OF ELECTRONIC MEDICAL RECORDS IN THE WESTERN NEW YORK REGION. THE GRANT WILL PROVIDE SIGNIFICANT OPPORTUNITIES TO ELIMINATE WASTE, DUPLICATION OF SERVICE, AND INEFFICIENCIES ACROSS THE SYSTEM. IT WILL ALSO IMPROVE THE QUALITY AND SAFETY OF CARE, WHICH ARE ALSO IMPORTANT FOR REDUCING COSTS. FOR EXAMPLE, HEALTHELINK FOSTERS E-PRESCRIBING, WHICH COULD REDUCE HOSPITAL ADMISSIONS BY UP TO 5 PERCENT BY IMPROVING THE READABILITY OF PRESCRIPTIONS AND IDENTIFYING POSSIBLE DRUG INTERACTIONS. IHA COORDINATES THE DELIVERY OF HEALTH CARE SERVICES FOR APPROXIMATELY 162,397 SUBSCRIBERS OF IHA'S COMMERCIAL PRODUCTS UNDER ARTICLE 44 OF THE NEW YORK PUBLIC HEALTH LAW, MEDICAID MANAGED CARE PRODUCTS AS ADMINISTERED BY THE STATE OF NEW YORK, AND MEDICARE MANAGED CARE PRODUCTS AS ADMINISTERED BY CMS. COMBINED, THE COMPANY PROVIDES HEALTH BENEFITS AND SERVICES TO NEARLY 350,000 INDIVIDUALS IN WESTERN NEW YORK AND THROUGHOUT THE COUNTRY. THE QUALITY OF SERVICES IS EVIDENCED BY INDEPENDENT HEALTH BEING NAMED, FOR THE SECOND YEAR IN A ROW, THE HIGHEST RATED HEALTH PLAN IN THE NATION FOR CUSTOMER SERVICE, ACCORDING TO THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) QUALITY COMPASS 2010. FOR THE SIXTH CONSECUTIVE YEAR, INDEPENDENT HEALTH IS RANKED AMONG THE BEST HEALTH PLANS IN THE NATION BY NCQA IN THEIR 2010 RANKINGS OF AMERICA'S BEST HEALTH INSURANCE PLANS 2010-11. IT CONTINUES TO RANK AMONG THE TOP 10 PERCENT OF PLANS IN THE COUNTRY FOR THE COMMERCIAL AND MEDICAID LINES OF BUSINESS. THE RANKINGS ARE BASED ON DATA COMPILED THROUGH SURVEY RESULTS FROM A RANDOM SAMPLE OF THE INDIVIDUAL HEALTH PLAN MEMBERS, CLINICAL QUALITY, MEMBER SATISFACTION, AND NCQA ACCREDITATION STANDARDS. INDEPENDENT HEALTH ALSO RECEIVED THE TOP HEALTH INSURANCE PLAN RANKING IN THE NEW YORK/NEW JERSEY REGION AND THE SECOND HIGHEST RANKING IN THE NATION BY J.D. POWER & ASSOCIATES FOR 2009 AND 2010. | ||
| OTHER ADJUSTMENTS TO NET ASSETS OR FUND BALANCES: | OTHER CHANGES IN NET ASSETS INCLUDES UNREALIZED GAINS (LOSSES) IN INVESTMENTS & IMPAIRMENT LOSSES ON INVESTMENTS TOTALLING $5,661,710. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT HEALTH FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 INTERNATIONAL DRIVE | AddressLine1 |
| City | WILLIAMSVILLE | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161417199 | EIN |
| Primary Activities | TO PROMOTE GOOD HEALTH IN WESTERN NY & TO SUPPORT THE ACTIVITIES OF IHA, INC | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C) (3) | ExemptCodeSection |
| Public Charity Status | 509(A)(2) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT HEALTH ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIGHTHOUSE NATURALS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 HIGHWAY 1 SUITE 200 | AddressLine1 |
| City | NORTH PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262015851 | EIN |
| Primary Activity | RETAIL SALES OF FOOD-BASED NUTRITIONAL SUPPLEMENTS | PrimaryActivity |
| Legal Domicile State | FL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT HEALTH CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -534935 | ShareOfTotalIncome |
| Share Of EOY Assets | 127581 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.00000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY | ||||||||||||||||
| 511 FARBER LAKES DRIVE | WILLIAMSVILLE | NY | 14221 | 161237733 | THIRD PARTY CLAIMS ADMINISTRATION | NY | INDEPENDENT HEALTH ASSOCIATION | C | 19583781 | 36435534 | 1.00000 | |||||
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||||||||||||||||
| 511 FARBER LAKES DRIVE | WILLIAMSVILLE | NY | 14221 | 161483784 | POS AND INDEMNITY PRODUCT ADMINISTRATION | NY | INDEPENDENT HEALTH ASSOCIATION | C | 490938691 | 156621086 | 1.00000 | |||||
| NOVA INC | ||||||||||||||||
| 511 FARBER LAKES DRIVE | WILLIAMSVILLE | NY | 14221 | 166443379 | THIRD PARTY CLAIMS ADMINISTRATION | NY | INDEPENDENT HEALTH CORPORATION | C | 1.00000 | |||||||
| MASON INSURANCE COMPANY LTD | ||||||||||||||||
| REINSURANCE | INDEPENDENT HEALTH ASSOCIATION | C | 12943132 | 11097479 | 1.00000 | 16 CHURCH STREET | HAMILTON | BERMUDA | BD | BD | ||||||
| AZEROS HEALTH PLANS INC | ||||||||||||||||
| 6215 SHERIDAN DRIVE SUITE 100 | WILLIAMSVILLE | NY | 14221 | 270722677 | PROVIDING SFS ADMINISTRATION | NY | NOVA INC | C | 1.00000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 1 | 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 | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| INDEPENDENT HEALTH FOUNDATION | ||
| B | 71000 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| L | 10117484 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| M | 13305139 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH CORPORATION INC | ||
| M | 3303537 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| N | 25521210 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH CORPORATION INC | ||
| N | 10584857 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| O | 27342674 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH CORPORATION INC | ||
| O | 41407082 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH FOUNDATION | ||
| P | 124576 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH FOUNDATION | ||
| P | 53885 | FAIR MARKET VALUE |
| INDEPENDENT HEALTH FOUNDATION | ||
| R | 260249 | FAIR MARKET VALUE |
| MASON INSURANCE COMPANY LTD | ||
| Q | 6144663 | FAIR MARKET VALUE |
| MASON INSURANCE COMPANY LTD | ||
| R | 15623046 | FAIR MARKET VALUE |