2024-11-14T10:37:03-06:00 2023-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2023-01-01 161080163 INDEPENDENT HEALTH ASSOCIATION INC INDE 7166313001 511 FARBER LAKES DRIVE BUFFALO NY 14221 MICHAEL W CROPP MD CEO 7166313001 2024-11-14 1 0 SHAWNA M JANSONS P01222873 3174648600 2023 2024-10-15 13:58:12Z MICHAEL W CROPP MD 511 FARBER LAKES DRIVE BUFFALO NY 14221 2027004816 0 X WWW.INDEPENDENTHEALTH.COM X 1980 NY PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE. 15 14 1476 344 0 0 0 0 1563806495 1595103340 8035183 4776817 429498 538143 1572271176 1600418300 2489100 4588733 1351805706 1455999102 83093699 93907275 0 0 0 121289337 121707425 1558677842 1676202535 13593334 -75784235 920173815 840495742 414595830 382413621 505577985 458082121 X PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE. 0 0 1508753422 4588733 1595103340 INDEPENDENT HEALTH ASSOCIATION (IHA) COORDINATES THE DELIVERY OF QUALITY HEALTH CARE COVERAGE THROUGH CONTRACTS WITH THE INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK (IPAWNY), A TAXABLE NON-PROFIT, FOR ITS COMMERCIAL AND MEDICARE HMO PRODUCTS WITHIN THE EIGHT COUNTIES OF WESTERN NEW YORK (WNY). IHA ALSO PROVIDES COVERAGE AND COORDINATES SERVICES TO 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 COMMUNITIES LOCATED IN ERIE AND NIAGARA COUNTY. (SEE SCHEDULE O FOR ADDITIONAL DETAIL). 1508753422 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 1 161 0 1 1476 1 0 1 BD 0 0 0 0 1 0 X 15 14 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 1 0 NY X JARED GROSS 7166313001 511 FARBER LAKES DRIVE BUFFALO NY 14221 MICHAEL CROPP MD PRESIDENT & CEO 32.00 19.00 X X 1955270 0 640981 KATHLEEN MYLOTTE MD CHAIRPERSON 10.00 0.00 X X 106100 0 0 DANIEL B WEINTRAUB CPA BOARD MEMBER 5.00 2.00 X 70500 0 7449 ANTHONY J BAYNES BOARD MEMBER 5.00 0.00 X 54500 0 10682 DANIEL GAGLIARDO BOARD MEMBER 5.00 1.00 X 48500 0 10682 DONALD K BOSWELL VICE CHAIRPERSON 5.00 0.00 X X 58500 0 411 PATRICIA SMITH BOARD MEMBER 5.00 0.00 X 56500 0 411 LISA MENDONZA MD BOARD MEMBER 5.00 0.00 X 44500 0 10682 DAVID PAWLOWSKI MD BOARD MEMBER 5.00 0.00 X 42500 0 10682 FUAD SHERIFF MD BOARD MEMBER 5.00 0.00 X 44500 0 7449 GERARD T MAZURKIEWICZ CPA BOARD MEMBER 5.00 0.00 X 49500 0 411 DAVID J MCNAMARA ESQ BOARD MEMBER 5.00 0.00 X 47500 0 0 YVONNE S MINOR-RAGAN PHD BOARD MEMBER 5.00 2.00 X 46500 0 411 PAMELA D REED MD BOARD MEMBER 5.00 0.00 X 46500 0 0 MANSI DEMIA BOARD MEMBER 5.00 0.00 X 44500 0 0 THOMAS J FOELS MD BOARD MEMBER 5.00 0.00 X 44500 0 0 COLLEEN C DIPIRRO BOARD MEMBER (END 04/23) 5.00 1.00 X 1200 0 1780 ANTHONY BILLITTIER EVP - CHF MEDICAL OFCR 21.00 20.00 X 999731 0 280787 JAMES DUNLOP TREASURER & EVP CFO 36.00 16.00 X 813448 0 314422 JOHN MINEO SEC - EVP GEN COUNSEL (END 04/23) 8.00 6.00 X 1054444 0 25280 KENNETH SODARO SEC -EVP GENERAL COUNSEL (BEG 05/23) 17.00 10.00 X 254269 0 45159 NICOLE BRITTON VP - CHF COMPLIANCE OFCR 32.00 11.00 X 206419 0 31865 JOHN REID RODGERS EVP - COO 33.00 16.00 X 988928 0 455333 PATRICIA C CLABEAUX EVP - CHF HR OFCR 27.00 18.00 X 611877 0 241218 ERIC J DECKER SVP - INFORMATION TECHNOLOGY CIO 32.00 14.00 X 533987 0 125336 ROBERTA D RIFKIN SVP-GOVT AFFAIRS & STRAT PRTNRSHPS 27.00 17.00 X 457493 0 172967 MARGARET STEFFAN SVP - FINANCE & CAO 31.00 20.00 X 436765 0 183993 RICHARD M ARGENTIERI SVP - CHF SALES & MARKT OFCR 31.00 16.00 X 437677 0 147552 CHERYL FRIEDMAN SVP - HEALTH CARE SERVICES 37.00 20.00 X 456773 0 67786 AMIN M SEREHALI SVP - CHF DATA & ANALYTICS OFCR 36.00 13.00 X 419165 0 77814 MIKE REILLY SVP-CHF HEALTHCARE INNV & STRAT. OFCR 27.00 19.00 X 427500 0 57000 ANNE O'NEILL SVP - CHF RISK OFCR 32.00 12.00 X 337485 0 146559 ANTHONY MONTAGNA SVP - CHF NETWORK OFCR 29.00 20.00 X 354945 0 122733 ROBERT TRACY SVP - GOVT PROGRAMS 33.00 12.00 X 351867 0 81583 DAVID SHUTE SVP - OPERATIONS 32.00 10.00 X 356102 0 68124 DAVE MIKA SVP -BUSINESS OPERATIONS (BEG 05/23) 30.00 16.00 X 302956 0 58259 PETER GHIL SVP - CHF ACTUARIAL OFCR (BEG 04/23) 43.00 18.00 X 287477 0 42426 GEORGE WANDS VP - CHF AUDIT OFCR 31.00 11.00 X 206750 0 40594 TIMOTHY HALEY MED DIR MED POLICY & UM 10.00 32.00 X 368287 0 43271 DEIDRE WHEAT MED DIR QUALITY DISEASE POP HEALTH 19.00 29.00 X 356468 0 48240 JONATHAN BUROW VP - CUST EXP & DIGITAL 31.00 16.00 X 310411 0 42028 JOSHUA ZALEN VP - IT SERVICE OPEARATIONS 29.00 26.00 X 305366 0 41377 JENNIFER WALSH ASSOCIATED MED DIR UM 10.00 30.00 X 301859 0 15815 MARK I JOHNSON FORMER OFFICER (END 05/18) 7.00 4.00 X 227630 0 18 14927649 0 3679570 357 1 1 0 INDEPENDENT PRACTICE ASSOCIATION OF WNY 511 FARBER LAKES DRIVE BUFFALO NY 14221 MEDICAL & PHARMACY BENEFIT SERVICES 937147789 LIBERTY DENTAL NEW YORK IPA LLC 340 COMMERCE STE 100 IRVINE CA 92602 DENTAL BENEFITS COMPANY 22461488 SIRIUS COMPUTER SOLUTIONS PO BOX 202289 DALLAS TX 753202289 INFORMATION TECHNOLOGY SERVICES 13623844 ATOS SYNTEL INC 4851 REGENT BLVD IRVING TX 75063 INFORMATION TECHNOLOGY SERVICES 13111845 WNY COORDINATED MEDICAL CARE PC 511 FARBER LAKES DRIVE BUFFALO NY 14221 MEDICAL SERVICES 13000000 186 PREMIUMS,REINSURANCE,& 524114 1595103340 1595103340 1595103340 13320919 13320919 457453 457453 102006 21316 80690 80690 80690 418021098 426288032 277168 -8266934 -277168 -8544102 -8544102 1600418300 1595103340 0 5314960 4588733 4588733 1455999102 1455999102 16546447 16546447 45492058 17802614 27689444 3005971 717055 2288916 19814854 4082617 15732237 9047945 1412056 7635889 1643737 1643737 424235 424235 121760 121760 1010264 1010264 36215786 78681 36137105 5073661 2177 5071484 8737142 340281 8396861 18933234 122 18933112 1647437 1647437 160484 27121 133363 101323 101323 6177454 6177454 12322149 12322149 1667188 40568 1626620 GME SURCHARGE 18528311 18528311 WELLNESS REWARDS 1332788 1321255 11533 MHPAEA PENALTY 1126000 1126000 NYS ASSESSMENT/ACA 977918 977918 5506554 3812729 1693825 1676202535 1508753422 167449113 0 5654819 6438163 297549558 267492258 35289920 35174596 176278714 121008052 45651595 55270662 348619839 284780010 1608750 1563750 185799334 189776303 920173815 840495742 84261644 107704389 5907663 8247971 3985657 4599506 78500000 78850000 241940866 183011755 414595830 382413621 X 338337166 284473061 167240819 173609060 505577985 458082121 920173815 840495742 -75784235 28288371 0 X 0 1 X 1 1 1 0 1 X 542713 542713 23772167 10597818 13174349 18860904 14512530 4348374 41949797 24390099 17559698 91153133 71507605 19645528 55270662 INVESTMENTS HELD IN ESCROW PER NYSDOH REGULATION 98-1.11CF 78164259 INVESTMENT IN AFFILIATES 111612044 189776303 BENEFITS PAYABLE 58300099 CAPITATION PAYABLE 7398542 INTERCOMPANY PAYABLE 83264970 MEDICAL LOSS RATIO REBATES 2808144 LEGAL SETTLEMENT PAYABLE 31240000 183011755 X 1609333472 28288371 -9650969 18637402 1590696070 9722230 9722230 1600418300 1658482305 -9722230 -9722230 1668204535 7998000 7998000 1676202535 PART IV, LINE 2B: LONG TERM INCENTIVE DEFERRED COMPENSATION PLAN(S) ARE OFFERED TO KEY EXECUTIVES. FUTURE PAYMENT IS BASED ON PERFORMANCE AND HISTORICAL COMPENSATION, ASSETS ARE UNDER CUSTODIAL ARRANGEMENT WITH M&T BANK. PART X, LINE 2: INDEPENDENT HEALTH ASSOCIATION & AFFILIATES (THE ASSOCIATION) RECOGNIZED NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS AT DECEMBER 31, 2023 AND 2022. THE ASSOCIATION DID NOT RECORD INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2023 AND 2022. THE ASSOCIATION IS SUBJECT TO U.S. FEDERAL INCOME TAX AND INCOME TAX IN VARIOUS STATE JURISDICTIONS. AS OF DECEMBER 31, 2023, THE ASSOCIATION'S TAX YEARS FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATIONS BY FEDERAL TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME -7,462,617. NON-SERVICE NET PERIODIC PENSION COSTS NETTED AGAINST INCOME 1,628,459. ENCOUNTER PENALTY NETTED AGAINST INCOME -369,781. MHPAEA PENALTY NETTED AGAINST INCOME -1,126,000. OPERATING GRANT NETTED AGAINST INCOME -2,321,030. PART XI, LINE 4B - OTHER ADJUSTMENTS: REINSURANCE RECOVERIES 5,294,483. RX REBATE 4,449,064. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B -21,317. PART XII, LINE 2D - OTHER ADJUSTMENTS: REINSURANCE RECOVERIES -5,294,483. RX REBATE -4,449,064. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B 21,317. PART XII, LINE 4B - OTHER ADJUSTMENTS: BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME 3,202,616. PENSION RELATED CHARGES AND NON-SERVICE NET PERIODIC PENSION COST -3,281,428. ENCOUNTER PENALTY NETTED AGAINST OTHER INCOME 369,782. MHPAEA PENALTY NETTED AGAINST OTHER INCOME 1,126,000. LEGAL SETTLEMENT INTEREST EXPENSE NETTED AGAINST OTHER INCOME 4,260,000. OPERATING GRANT EXPENSE NETTED AGAINST OTHER INCOME 2,321,030. CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES REINSURANCE 396567 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 32602132 0 0 0 0 0 0 32998699 0 32998699 0 0 1 0 0 0 1 AMERICAN LUNG ASSOCIATION 45 ASH STREET EAST HARTFORD CT 06108 060646594 501(C)(3) 5115 0 SPONSORSHIP FOR HEALTHY LIVING AMHERST CHAMBER OF COMMERCE 400 ESSJAY ROAD SUITE 150 AMHERST NY 14221 160959485 501(C)(6) 24488 0 SPONSORSHIP BACK TO BASICS PEACEKEEPERS 1370 WILLIAM ST SUITE 100 BUFFALO NY 14206 161509888 501(C)(3) 9049 0 SPONSORSHIP FOR HEALTHY LIVING BISONS BASEBALL INC ONE JAMES D GRIFFIN PLAZA BUFFALO NY 142032729 161193569 17403 0 SPONSORSHIP BUFFALO BILLS LLC ONE BILLS DRIVE ORCHARD PARK NY 14127 471762470 595563 0 SPONSORSHIP FOR HEALTHY LIVING BUFFALO NIAGARA PARTNERSHIP INC 257 WEST GENESEE STREET SUITE 600 BUFFALO NY 14202 160365700 501(C)(3) 10093 0 SPONSORSHIP BUFFALO NIAGARA PARTNERSHIP FOUNDATION INC 257 WEST GENESEE STREET SUITE 600 BUFFALO NY 14202 160761958 501(C)(3) 34109 0 SPONSORSHIP BUFFALO RIVERWORKS LLC 359 GANSON ST BUFFALO NY 14203 463720236 226233 0 SPONSORSHIP FOR HEALTHY LIVING BUFFALO URBAN LEAGUE INC 15 GENESEE ST BUFFALO NY 14203 160743940 501(C)(3) 20883 0 SPONSORSHIP FOR HEALTHY LIVING CANISIUS UNIVERSITY 2001 MAIN STREET BUFFALO NY 14208 160743209 501(C)(3) 27374 0 SPONSORSHIP CATHOLIC CHARITIES OF BUFFALO NEW YORK 741 DELAWARE AVENUE BUFFALO NY 14209 160743251 501(C)(3) 11138 0 SPONSORSHIP FOR HEALTHY LIVING CENTER FOR HOSPICE AND PALLIATIVE CARE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 142271416 223141532 501(C)(3) 5221 0 SPONSORSHIP CHILD & FAMILY SERVICES 330 DELAWARE AVE BUFFALO NY 14202 161004825 501(C)(3) 6961 0 SPONSORSHIP ECMC FOUNDATION 462 GRIDER ST STE G1 BUFFALO NY 14215 223283946 501(C)(3) 76919 0 SPONSORSHIP ENDEAVOR WESTERN NEW YORK INC 211 RUSKIN ROAD AMHERST NY 14226 842898352 501(C)(3) 13922 0 SPONSORSHIP GATEWAY LONGVIEW FOUNDATION 6350 MAIN STREET WILLIAMSVILLE NY 14221 161559402 501(C)(6) 5221 0 SPONSORSHIP GREEN OPTIONS BUFFALO (GOBIKESLOW ROLL) 640 ELLICOTT ST SUITE 447 BUFFALO NY 14203 272501533 501(C)(3) 38286 0 SPONSORSHIP FOR HEALTHY LIVING HISPANIC HERITAGE COUNCIL OF WNY INC PO BOX 361 BUFFALO NY 14201 800719778 501(C)(3) 14148 0 SPONSORSHIP HORIZON HEALTH SERVICES INC 55 DODGE ROAD GETZVILLE NY 14068 166198498 501(C)(3) 8701 0 SPONSORSHIP FOR HEALTHY LIVING INVEST BUFFALO NIAGARA INC 257 WEST GENESEE STREET SUITE 600 BUFFALO NY 142031425 161579523 501(C)(3) 34805 0 SPONSORSHIP INDEPENDENT HEALTH FOUNDATION 777 INTERNATIONAL DRIVE BUFFALO NY 14221 161417199 501(C)(3) 2327030 0 SPONSORSHIP JERICHO ROAD COMMUNITY HEALTH CENTER 184 BARTON ST BUFFALO NY 14213 451571876 501(C)(3) 63372 0 SPONSORSHIP FOR HEALTHY LIVING KALEIDA HEALTH FOUNDATION 1028 MAIN ST 4TH FL BUFFALO NY 14202 161579143 501(C)(3) 6961 0 SPONSORSHIP LARKIN SQUARE LLC 726 EXCHANGE ST SUITE 825 BUFFALO NY 14210 454273897 59169 0 SPONSORSHIP LEADERSHIP BUFFALO 237 MAIN STREET SUITE 1500 BUFFALO NY 142032720 161363536 501(C)(3) 6961 0 SPONSORSHIP LMHF STRIVE TO THRIVE PROGRAM INC 3786 BROADWAY STREET CHEEKTOWAGA NY 14227 815207846 501(C)(3) 121818 0 SPONSORSHIP FOR HEALTHY LIVING NATIONAL FEDERATION OF JUST COMMUNITIES OF WNY 360 DELAWARE AVENUE BUFFALO NY 14202 203185568 501(C)(3) 6961 0 SPONSORSHIP NIAGARA FRONTIER AUTOMOBILE DEALERS ASSOCIATION (NFADA) 1144 WEHRLE DRIVE WILLIAMSVILLE NY 14221 161194880 501(C)(3) 30628 0 SPONSORSHIP PEOPLE INC 1219 NORTH FOREST ROAD BUFFALO NY 14221 161450321 501(C)(3) 41766 0 SPONSORSHIP POLICE ATHLETIC LEAGUE 65 NIAGARA SQUARE 21ST FLOOR BUFFALO NY 14202 161468698 501(C)(3) 17403 0 SPONSORSHIP FOR HEALTHY LIVING RICH PRODUCTS CORPORATION 1150 NIAGARA ST PO BOX 245 BUFFALO NY 14240 311387980 69610 0 SPONSORSHIP SENECA DIABETES FOUNDATION PO BOX 309 IRVING NY 140810309 203214056 501(C)(3) 27844 0 SPONSORSHIP SHARED MOBILITY 640 ELLICOTT ST 441 BUFFALO NY 14203 465072814 501(C)(3) 462210 0 SPONSORSHIP FOR HEALTHY LIVING TASTE OF BUFFALO INC 276 GREENWOOD COURT EAST AURORA NY 14052 161390601 501(C)(6) 12530 0 SPONSORSHIP FOR HEALTHY LIVING UNITED WAY OF BUFFALO & ERIE COUNTY - ENDOWMENT CAMPAIGN 742 DELAWARE AVENUE BUFFALO NY 14209 160743969 501(C)(3) 6961 0 SPONSORSHIP WESTMINSTER ECONOMIC DEVELOPMENT INITIATIVE INC 436 GRANT STREET BUFFALO NY 14213 204230463 501(C)(3) 6497 0 SPONSORSHIP 28 8 PART I, LINE 2: DONATIONS/CONTRIBUTION: SUPPORT IS PROVIDED TO COLLABORATING COMMUNITY PARTNERS WHO ALIGN WITH OUR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF THE WNY COMMUNITY. THE GRANTS OR SPONSORSHIPS ARE RECORDED IN THE FINANCIAL SYSTEM'S GENERAL LEDGER AS COMMUNITY PROGRAMS AND COPIES OF ALL PAYMENTS ARE KEPT ON FILE. X X X X X 1 1 0 0 0 0 0 0 0 MICHAEL CROPP MD PRESIDENT & CEO 1131471 0 786293 0 37506 0 627783 0 13198 0 2596251 0 221450 0 JOHN REID RODGERS EVP - COO 604398 0 353793 0 30737 0 423532 0 31801 0 1444261 0 88838 0 ANTHONY BILLITTIER EVP - CHF MEDICAL OFCR 454260 0 535861 0 9610 0 215953 0 64834 0 1280518 0 355503 0 JAMES DUNLOP TREASURER & EVP CFO 578329 0 228454 0 6665 0 243180 0 71242 0 1127870 0 0 0 JOHN MINEO SEC - EVP GEN COUNSEL (END 04/23) 137960 0 506692 0 409792 0 7817 0 17463 0 1079724 0 353285 0 PATRICIA C CLABEAUX EVP - CHF HR OFCR 386767 0 217591 0 7519 0 188592 0 52626 0 853095 0 63609 0 ERIC J DECKER SVP - INFORMATION TECHNOLOGY CIO 383311 0 148991 0 1685 0 96219 0 29117 0 659323 0 38529 0 ROBERTA D RIFKIN SVP-GOVT AFFAIRS & STRAT PRTNRSHPS 281080 0 172543 0 3870 0 142970 0 29997 0 630460 0 90793 0 MARGARET STEFFAN SVP - FINANCE & CAO 311192 0 121256 0 4317 0 153959 0 30034 0 620758 0 30968 0 RICHARD M ARGENTIERI SVP - CHF SALES & MARKT OFCR 314538 0 119510 0 3629 0 121379 0 26173 0 585229 0 29367 0 CHERYL FRIEDMAN SVP - HEALTH CARE SERVICES 330313 0 122168 0 4292 0 41158 0 26628 0 524559 0 27664 0 AMIN M SEREHALI SVP - CHF DATA & ANALYTICS OFCR 323995 0 92997 0 2173 0 51020 0 26794 0 496979 0 0 0 MIKE REILLY SVP-CHF HEALTHCARE INNV & STRAT. OFC 331753 0 94504 0 1243 0 53974 0 3026 0 484500 0 0 0 ANNE O'NEILL SVP - CHF RISK OFCR 263771 0 71105 0 2609 0 117824 0 28735 0 484044 0 0 0 ANTHONY MONTAGNA SVP - CHF NETWORK OFCR 254894 0 99126 0 925 0 97779 0 24954 0 477678 0 26430 0 ROBERT TRACY SVP - GOVT PROGRAMS 251894 0 97499 0 2474 0 54373 0 27210 0 433450 0 24803 0 DAVID SHUTE SVP - OPERATIONS 280833 0 72524 0 2745 0 44185 0 23939 0 424226 0 0 0 TIMOTHY HALEY MED DIR MED POLICY & UM 330118 0 35679 0 2490 0 13483 0 29788 0 411558 0 0 0 DEIDRE WHEAT MED DIR QUALITY DISEASE POP HEALTH 319291 0 34894 0 2283 0 15033 0 33207 0 404708 0 0 0 DAVE MIKA SVP -BUSINESS OPERATIONS (BEG 05/23) 255656 0 43804 0 3496 0 28291 0 29968 0 361215 0 0 0 JONATHAN BUROW VP - CUST EXP & DIGITAL 262777 0 47252 0 382 0 12273 0 29755 0 352439 0 0 0 JOSHUA ZALEN VP - IT SERVICE OPEARATIONS 257280 0 46699 0 1387 0 12409 0 28968 0 346743 0 0 0 PETER GHIL SVP - CHF ACTUARIAL OFCR (BEG 04/23) 233993 0 52126 0 1358 0 13542 0 28884 0 329903 0 0 0 JENNIFER WALSH ASSOCIATED MED DIR UM 280920 0 19912 0 1027 0 13470 0 2345 0 317674 0 0 0 KENNETH SODARO SEC -EVP GENERAL COUNSEL (BEG 05/23) 234043 0 0 0 20226 0 0 0 45159 0 299428 0 0 0 GEORGE WANDS VP - CHF AUDIT OFCR 174677 0 30907 0 1166 0 13176 0 27418 0 247344 0 0 0 NICOLE BRITTON VP - CHF COMPLIANCE OFCR 175476 0 30679 0 264 0 4726 0 27139 0 238284 0 0 0 MARK I JOHNSON FORMER OFFICER (END 05/18) 227630 0 0 0 0 0 0 0 18 0 227648 0 0 0 PART I, LINES 4A-B PART I, LINES 4A THE FOLLOWING LISTED PERSON FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH DURING 2023: JOHN MINEO - $330,832 PART I, LINES 4B ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457(A) AND 409(A). ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART VII: MICHAEL CROPP, M.D. - $221,450 JOHN RODGERS - $88,838 PATRICIA CLABEAUX -$63,609 ANTHONY BILLITTIER - $355,503 JOHN MINEO - $353,285 ERIC DECKER - $38,529 MARGARET STEFFAN - $30,968 CHERYL FRIEDMAN - $27,664 ROBERTA RIFKIN - $90,793 RICHARD ARGENTIERI - $29,367 ANTHONY MONTAGNA - $26,430 ROBERT TRACY -$24,803 WNY COORDINATED MEDICAL CARE PC SEE PART V 13000000 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIES: (A) NAME OF INTERESTED PERSON: WNY COORDINATED CARE PC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: GREATER THAN 35% CONTROLLED ENTITY BY ANTHONY BILLITTIER, CURRENT OFFICER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACT ARRANGEMENT, DELIVERY OF HEALTHCARE FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: HEADQUARTERED IN BUFFALO, INDEPENDENT HEALTH BEGAN OPERATIONS IN 1980 AND HAS CONSISTENTLY BEEN RATED AMONG THE TOP HEALTH PLANS IN THE COUNTRY FOR CUSTOMER SERVICE AND MEMBER SATISFACTION. INDEPENDENT HEALTH'S COMPREHENSIVE PORTFOLIO OF PROGRESSIVE PRODUCTS INCLUDE HMO, POS, PPO AND EPO PRODUCTS, MEDICARE AND MEDICAID PLANS, TRADITIONAL INDEMNITY INSURANCE, INDIVIDUAL AND SMALL GROUP EXCHANGE PRODUCTS, AND CONSUMER-DIRECTED PLANS, PLUS COVERAGE FOR SELF-FUNDED EMPLOYERS. INDEPENDENT HEALTH'S SUBSIDIARY COMPANIES INCLUDE PHARMACY BENEFIT DIMENSIONS, RELIANCE RX AND NOVA HEALTHCARE ADMINISTRATORS, INC. IHA OFFERS ITS MEMBERS HEALTH RISK MANAGEMENT TOOLS INCLUDING AN ONLINE HEALTH RISK ASSESSMENT TO GIVE THEM THE INFORMATION THEY NEED 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 TO HELP MEMBERS EXPLORE TREATMENT OPTIONS, DETERMINE APPROPRIATE CARE AND DISCUSS NEEDED HEALTH SCREENINGS. OTHER MEMBERSHIP SERVICES INCLUDE PREVENTIVE CARE WITH ACTIVE PARTICIPATION BY COMMUNITY ORGANIZATIONS IN INITIATIVES SUCH AS THE POPULATION HEALTH COLLABORATIVE OF WESTERN NEW YORK, A NOT-FOR-PROFIT DEDICATED TO IMPROVING THE HEALTH OF PEOPLE IN WESTERN NEW YORK. IT DEPENDS ON UNPRECEDENTED COLLABORATION AMONG KEY STAKEHOLDERS AND THE SECURE SHARING OF CLINICAL INFORMATION, AS WELL AS THE ADOPTION OF HEALTH INFORMATION TECHNOLOGY AND ELECTRONIC MEDICAL RECORDS, THROUGH ORGANIZATIONS SUCH AS HEALTHELINK. IN THE PAST, THE IHA HEALTH COACH PROGRAM OFFERED A BROAD RANGE OF SERVICES, INCLUDING EDUCATION AND CARE COORDINATION, TO IMPROVE THE HEALTH OF IHA MEMBERS AND EMPLOYEES. AS A CURRENT RESOURCE TO ENGAGE WITH MEMBERS AT ANY POINT IN THEIR DAY OR ANY STAGE OF HEALTH, BROOK DIGITAL HEALTH COMPANION IS AN AVAILABLE RESOURCE. BROOK IS AN INNOVATIVE COMPANY THAT HAS DEVELOPED A DIGITAL PERSONAL ASSISTANT TO HELP PEOPLE WITH CHRONIC CONDITIONS, AS WELL AS PEOPLE LOOKING TO MAINTAIN THEIR GENERAL WELL-BEING, BETTER MANAGE THEIR HEALTH VIA THEIR SMARTPHONE. THE FIRST CHRONIC CONDITION BROOK ADDRESSED WAS DIABETES. FOR MEMBERS DIAGNOSED WITH THE DISEASE, BROOK CAN HELP USERS TRACK THEIR DAILY BLOOD GLUCOSE LEVELS, MEALS, MEDICATIONS, SLEEPING PATTERNS AND EXERCISE. BASED ON A USER'S DATA INPUT AND ACTIVITY, BROOK CAN PROVIDE INSIGHT ON WHAT IS WORKING ALONG WITH RECOMMENDATIONS TO KEEP BLOOD SUGAR LEVELS IN A SAFE ZONE, ALLOWING MEMBERS TO TAKE THE GUESSWORK OUT OF UNDERSTANDING HOW DAILY DECISIONS AFFECT THEIR HEALTH. USERS CAN ACCESS BROOK 24 HOURS A DAY, SEVEN DAYS A WEEK, WHETHER THEY ARE IN BETWEEN DOCTOR VISITS, AT THE GROCERY STORE OR TRAVELING. BROOK BLENDS INTELLIGENT, TECHNOLOGY-BASED RESPONSES WITH THE INTERACTION AND HUMAN-TOUCH THAT CAN ONLY COME FROM COMPASSIONATE, UNDERSTANDING EXPERTS. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: IHA'S MEDICARE FAMILY CHOICE PLAN IS A MEDICARE ADVANTAGE SPECIAL NEEDS PLAN OFFERED IN NURSING FACILITIES IN WESTERN NEW YORK. FAMILY CHOICE OF NEW YORK IS A CARE MANAGEMENT COMPANY THAT WORKS IN PARTNERSHIP WITH AREA NURSING HOMES, PHYSICIANS AND HOSPITALS TO BRING ADDITIONAL CARE - INCLUDING ENHANCED HEALTH CARE AND SOCIAL SERVICES - TO THE PATIENTS WHO NEED SPECIALIZED MEDICAL AND NURSE MANAGEMENT. THE PROGRAM ACCOMPLISHES THIS BY ASSIGNING A NURSE PRACTITIONER WHO IS SPECIALLY TRAINED IN GERIATRICS TO NURSING HOME RESIDENTS. THE GOAL IS TO IMPROVE NOT ONLY THE MEMBER'S QUALITY OF CARE, BUT ALSO THEIR QUALITY OF LIFE. FAMILY CHOICE'S SPECIALLY TRAINED NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS ARE ON CALL 24 HOURS A DAY, SEVEN DAYS A WEEK TO PROVIDE CARE AND SUPPORT AS NEEDED. THEY WORK IN COLLABORATION WITH THE MEMBER'S PHYSICIANS AND THE NURSING FACILITY'S STAFF TO IDENTIFY POTENTIAL PROBLEMS BEFORE THEY BECOME SERIOUS AND MINIMIZE UNNECESSARY AND DISRUPTIVE EMERGENCY ROOM VISITS AND HOSPITAL STAYS WHENEVER IT IS SAFE AND APPROPRIATE. IHA ALSO OFFERS ASSURE ADVANTAGE HMO C-SNP. THIS IS A MEDICARE ADVANTAGE CHRONIC SPECIAL NEEDS PLAN SPECIFICALLY DEVELOPED FOR ELIGIBLE MEDICARE BENEFICIARIES WHO HAVE BEEN DIAGNOSED WITH BOTH DIABETES AND CHRONIC HEART FAILURE AND RESIDE IN ERIE COUNTY. THIS PLAN INCLUDES PROVIDERS WHO SPECIALIZE IN TREATING CHRONIC HEART FAILURE AND DIABETES. IT INCLUDES BENEFITS, HEALTH PROGRAMS, AND CARE COORDINATION SERVICES DESIGNED TO SERVE THE SPECIALIZED NEEDS OF PEOPLE WITH THESE CONDITIONS. IN ADDITION, ASSURE ADVANTAGE COVERS PRESCRIPTION DRUGS TO TREAT MOST MEDICAL CONDITIONS, INCLUDING THE DRUGS THAT ARE NORMALLY USED TO TREAT CHRONIC HEART FAILURE AND DIABETES. PART OF THE AFFORDABLE CARE ACT AND MEDICAID REFORM EFFORTS, HEALTH HOMES ARE COMMUNITY NETWORKS OF PROVIDERS DESIGNATED BY THE STATE TO COORDINATE CARE AND SOCIAL NEEDS FOR MEDICAID MEMBERS WITH CHRONIC CONDITIONS, SUCH AS HIV/AIDS, SERIOUS MENTAL ILLNESS OR MULTIPLE CHRONIC HEALTH PROBLEMS. IHA ASSIGNS MEMBERS TO HEALTH HOMES AND SUPPORTS THESE NETWORKS ADMINISTRATIVELY, BILLING FOR SERVICES RENDERED AND REIMBURSING THEM. FOR FRAIL ELDERLY MEMBERS AND THEIR CAREGIVERS, THE CAREPARTNERS PROGRAM IS AVAILABLE AT NO ADDITIONAL COST. THIS HOME-BASED PROGRAM FACILITATES THE RIGHT CARE AND LIVING ENVIRONMENT AND IS DESIGNED TO PREVENT EMERGENCY ROOM VISITS AND HOSPITALIZATIONS. THROUGH HOME VISITS AND PHONE CALLS, REGISTERED NURSES AND SOCIAL WORKERS HELP COORDINATE CARE AND OFFER PSYCHO-SOCIAL SUPPORT, INCLUDING LINKING MEMBERS AND CAREGIVERS TO COMMUNITY AND FINANCIAL RESOURCES, ASSESSING THE SAFETY OF THE MEMBER AND HELPING COMPLETE ADVANCE DIRECTIVES IN ACCORDANCE WITH THE MEMBER'S WISHES. MEMBERS ALSO HAVE 24-HOUR ACCESS TO A REGISTERED NURSE THROUGH THIS PROGRAM. IHA OFFERS AN ADDITIONAL LEVEL OF SUPPORT AT NO COST TO MEMBERS FACING SERIOUS ILLNESS AND THEIR FAMILIES THROUGH OUR PALLIATIVE CARE PROGRAM. THE PALLIATIVE CARE TEAM, WHICH INCLUDES A REGISTERED NURSE, SOCIAL WORKER AND MEDICAL DIRECTOR, PARTNERS WITH THE MEMBER'S PHYSICIAN TO COORDINATE CARE AND REDUCE AVOIDABLE HOSPITAL VISITS AND ADMISSIONS. THE PALLIATIVE CARE PROFESSIONALS HAVE OPEN AND SUPPORTIVE DISCUSSIONS ABOUT TREATMENT CHOICES WITH THE MEMBER AND PROVIDE THE SAME OUTREACH AND SERVICES AS CAREPARTNERS WITH THE GOAL OF HELPING MEMBERS LIVE MORE COMFORTABLY BY MANAGING SYMPTOMS IN ACCORDANCE WITH THEIR HEALTH CARE WISHES TO PROVIDE A BETTER QUALITY OF LIFE. IN ADDITION, IHA DEVELOPS AND CONDUCTS EXTENSIVE COMMUNITY WELLNESS AND BENEFIT INITIATIVES THAT HELP MEMBERS LEAD HEALTHIER LIVES AND HELP EMPLOYERS CONTROL HEALTH CARE COSTS. INCLUDED AMONG THESE INITIATIVES ARE PREVIOUS COMMUNITY WELLNESS AWARENESS PROGRAMS: PRACTICE EXCELLENCE, THE NATIONALLY RECOGNIZED PAY FOR PERFORMANCE PROGRAM, AND THE IDEALIZED DESIGN OF CLINICAL OFFICE PRACTICE, A MULTI-FACETED APPROACH TO RE-DESIGN PHYSICIAN OFFICES TO BE MORE PATIENT-CENTRIC. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: THROUGH ITS PARTNERSHIP WITH JERICHO ROAD COMMUNITY HEALTH CENTER, IN 2019 THE INDEPENDENT HEALTH MEDICALLY ORIENTED GYM (MOG) AT JERICHO ROAD WAS CREATED TO PROVIDE PHYSICAL THERAPY AND EXERCISE PROGRAMMING FOR COMMUNITY MEMBERS, ESPECIALLY INDIVIDUALS SUFFERING FROM CHRONIC DISEASES LIKE DIABETES AND CARDIOVASCULAR DISEASE. DESIGNED TO FOCUS ON MEDICAL OUTCOMES IN ADDITION TO FITNESS, THE MOG IS LOCATED IN A ZIP CODE WITH SOME OF THE HIGHEST RATES OF DIABETES AND HIGH BLOOD PRESSURE IN THE REGION. IN EARLY 2021, INDEPENDENT HEALTH BEGAN A REFRESH OF ITS FIVE-YEAR STRATEGIC PLAN, ENTITLED IH2025: DESTINATION EXCELLENCE, TO HELP ENVISION WHAT THE FUTURE OF HEALTH CARE LOOKS LIKE AND THE CAPABILITIES THAT ARE NEEDED TO BE SUCCESSFUL. IH2025: DESTINATION EXCELLENCE WILL FOCUS ON SEVERAL AREAS INCLUDING ADVANCED CARE MODELS, THE ENHANCED DIGITAL EXPERIENCE FOR MEMBERS THROUGH REDSHIRT 2.0 AND OPERATIONAL EXCELLENCE. THE HOPE IS IH2025: DESTINATION EXCELLENCE WILL IMPROVE THE HEALTH OF OUR MEMBERS, STRENGTHEN OUR POSITION AS THE LEADING HEALTH PLAN IN OUR COMMUNITY AND EMPOWER ASSOCIATES TO CONTINUE PROVIDING THE BEST REDSHIRT EXPERIENCE FOR OUR MEMBERS. IHA ALSO CONTRACTED WITH THE NEW YORK STATE DEPARTMENT OF HEALTH IN A HEALTH CARE REFORM ACT (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 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. THE PLANS CONTINUE TO PROVIDE REGULAR DATA EXTRACTS TO POPULATION HEALTH COLLABORATIVE'S DESIGNATED DATA MANAGEMENT VENDOR, VIPS, WHO PERFORMS DATA AGGREGATION AND ANALYSIS. POPULATION HEALTH COLLABORATIVE REPORTS THIS PERFORMANCE DATA TO PROVIDERS VIA A SECURE INTERNET-BASED PORTAL. EACH PLAN PROVIDES ONGOING FUNDING FOR THE QUALITY MEASURES COLLABORATIVE PROPORTIONATE TO ITS RESPECTIVE MARKET SHARE. IHA ALSO SUBSIDIZES INDIGENT CARE AND HEALTH CARE INITIATIVES UNDER HCRA AND CONTRIBUTES TO A PROFESSIONAL EDUCATION POOL, LARGELY TO FUND GRADUATE MEDICAL EDUCATION EXPENSES. IHA IS ALSO RESPONSIBLE FOR THE COVERED LIVES ASSESSMENT BASED ON THE REGION IN WHICH THE MEMBER RESIDES AND HIS/HER ENROLLMENT STATUS (FAMILY OR INDIVIDUAL). SURCHARGES AND COVERED LIVES REMITTANCES ARE REQUIRED MONTHLY AND TOTALED APPROXIMATELY $18.5 MILLION DURING 2023. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: IHA'S REDSHIRT VOLUNTEER PROGRAM PROVIDES IHA ASSOCIATES AN OPPORTUNITY TO VOLUNTEER IN THEIR COMMUNITY, WHILE PROMOTING IHA AS A COMPANY THAT GIVES BACK TO WNY. REDSHIRT ASSOCIATE VOLUNTEERS PROVIDE THE REDSHIRT TREATMENT TO THE COMMUNITY THROUGH DIRECT ASSOCIATE INTERACTION AND EXHIBIT IHA'S MESSAGE OF QUALITY CARE THROUGHOUT WESTERN NEW YORK. THE REDSHIRT TREATMENT IS A COMPANY-WIDE COMMITMENT TO DEMONSTRATE OUR CORE VALUES OF BEING PASSIONATE, CARING, RESPECTFUL, COLLABORATIVE AND ACCOUNTABLE. IN 2023, 361 IHA ASSOCIATES SERVED AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 68 COMMUNITY EVENTS, WHICH REPRESENTED MORE THAN 1,000 HOURS OF VOLUNTEER TIME. IHA ENCOURAGES ITS MANAGEMENT TEAM AND ASSOCIATES TO SUPPORT THE LOCAL COMMUNITY. TO THIS END, WE ARE PROUD TO SAY MORE THAN 60 MEMBERS OF OUR LEADERSHIP FORUM AND JOINT LEADERSHIP TEAMS ARE VOLUNTEERS OR ACTIVE PARTICIPANTS AS DIRECTORS ON COMMUNITY BOARDS. THE INDEPENDENT HEALTH ASSOCIATES SUPPORTING THE COMMUNITY PROGRAM, FORMERLY KNOWN AS THE DRESS DOWN PROGRAM, ALLOWS ASSOCIATES TO MAKE A CHARITABLE CONTRIBUTION TO COMMUNITY ORGANIZATIONS. THIS PROGRAM HAS RESULTED IN SUBSTANTIAL SUPPORT FOR THE CHARITABLE ORGANIZATIONS IN OUR COMMUNITY AND DEMONSTRATES THE GOODWILL OF IHA ASSOCIATES. THE PROGRAM IS ASSOCIATE DRIVEN WITH A GOAL TO BROADLY SUPPORT MANY 501(C)(3) ORGANIZATIONS THROUGHOUT WESTERN NEW YORK. IN 2023, IHA HAS RAISED $14,350 FOR NON-PROFIT ORGANIZATIONS IN OUR COMMUNITY. IN ADDITION, IHA ASSOCIATES SUPPORT THE UNITED WAY OF BUFFALO AND ERIE COUNTY'S COMMUNITY CARE CAMPAIGN. THE UNITED WAY OF BUFFALO AND ERIE COUNTY WORKS 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. IHA 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 WE SERVE. TO DATE THE 2023 CAMPAIGN RAISED MORE THAN $63,700. THE COMMUNITY ALSO BENEFITS FROM IHA'S SPONSORSHIPS THAT PROMOTE HEALTH AND WELLNESS. SINCE 2014, INDEPENDENT HEALTH HAS SUPPORTED GOBIKE BUFFALO IN ITS EFFORTS TO BRING GREATER AWARENESS TO THE HEALTH AND SOCIOECONOMIC BENEFITS OF BICYCLING IN OUR COMMUNITY. THIS SUPPORT INCLUDES PRESENTING SPONSORSHIP OF THE ANNUAL SKYRIDE EVENT, WHICH UNITED NEARLY 1,200 RIDERS AND VOLUNTEERS AT LAKESIDE BIKE PARK, OUTER HARBOR BUFFALO, ON JULY 16, 2023. INDEPENDENT HEALTH SPONSORED THE DISTRIBUTION OF MORE THAN 200 BIKE HELMETS (ADULT AND YOUTH SIZES) THAT GOBIKE OFFERED TO COMMUNITY GROUPS AND AT COMMUNITY EVENTS LEADING UP TO SKYRIDE. NEW THIS YEAR, INDEPENDENT HEALTH ALSO SPONSORED GOBIKE'S BIKE MONTH INITIATIVES DURING THE MONTH OF MAY, WHICH CREATED GREATER BRAND AWARENESS AND VISIBILITY FOR INDEPENDENT HEALTH'S COMMUNITY ENGAGEMENT INITIATIVES. THIS SPONSORSHIP LED TO GREATER INTERNAL EFFORTS BY INDEPENDENT HEALTH TO CAPITALIZE ON THE MONTH-LONG CELEBRATION, WHICH SPURRED A NEW COMMUNITY-WIDE CONTEST. ENTRANTS WERE ASKED TO SUBMIT SHORT STORIES ON WHY THEY LOVE BIKING IN WNY. DOZENS OF STORIES WERE COLLECTED WITH THE WINNER RECEIVING A $200 GIFT CARD TO DICK'S SPORTING GOODS ALONG WITH COMPLIMENTARY SKYRIDE REGISTRATIONS, TWO FREE REDDY BIKESHARE MEMBERSHIPS AND A PRIZE PACK FROM INDEPENDENT HEALTH. THE CONTEST WAS PRIMARILY PROMOTED AT COMMUNITY EVENTS AND ON SOCIAL MEDIA, WHICH WAS SHARED SEVERAL TIMES BY SUCH PARTNERS AS GOBIKE AND REDDY BIKESHARE. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: TO PROVIDE THE COMMUNITY WITH GREATER ACCESS TO BIKES, IHA ENTERED INTO A PARTNERSHIP WITH SHARED MOBILITY, INC. IN 2016 TO ESTABLISH REDDY BIKESHARE. THIS BIKE-SHARING PROGRAM FIRST BROUGHT 200 GPS-ENABLED BIKES TO BUFFALO AND YIELDED SUCH SUCCESS THAT IT EXPANDED INTO THE CITY OF NIAGARA FALLS IN 2019, OFFERING AN ADDITIONAL 150 BIKES TO THE COMMUNITY FOR SHORT-TERM, SHARED USE. REDDY BIKESHARE ALLOWS USERS TO EXPLORE THEIR COMMUNITY WHILE SUPPORTING THEIR HEALTH, LOCAL BUSINESSES, AND THE ENVIRONMENT BY ENHANCING ALTERNATIVE TRANSPORTATION OPTIONS. IN 2023, REDDY BIKESHARE REPORTED MORE THAN 12,000 RIDERS WHO COLLECTIVELY BURNED 3.6 MILLION CALORIES BY TRAVELING NEARLY 91,000 MILES ACROSS WESTERN NEW YORK. THIS RESULTED IN AN AVERAGE OF 231 REDDY BIKE TRIPS PER DAY LAST YEAR, WITH 812 RIDERS LOGGING MORE THAN 10 TRIPS THROUGHOUT THE SEASON A 159% INCREASE OVER THE LAST THREE YEARS. SINCE INCEPTION, REDDY BIKESHARE IS RESPONSIBLE FOR HELPING NEARLY 83,000 RIDERS BURN MORE THAN 22.6 MILLION CALORIES BY TRAVELING A TOTAL OF MORE THAN 569,000 MILES. THE PHYSICAL ACTIVITY BY RIDERS OVER THE LAST EIGHT YEARS ALSO LED TO A TOTAL OF 501,680 POUNDS OF CARBON OFFSET. THROUGH THE PARTNERSHIP WITH SHARED MOBILITY, INDEPENDENT HEALTH BECAME A LARGE INVESTOR IN THE WNY E-BIKE LIBRARY PROGRAM EARLIER THIS YEAR. THIS UNIQUE PROGRAM AIMS TO PROVIDE UNDERSERVED NEIGHBORHOODS IN BUFFALO AND NIAGARA FALLS WITH REFURBISHED E-BIKES FOR EASY AND FREE ACCESS TO A HEALTHY TRANSPORTATION OPTION. SHARED MOBILITY ACQUIRED NEARLY 3,000 E-BIKES FROM UBER TECHNOLOGIES IN 2020 AND PLANS TO INTEGRATE AT LEAST 250 E-BIKES INTO THE REGION BY 2025. SHARED MOBILITY IS RESPONSIBLE FOR FINDING AND WORKING WITH INDIVIDUAL COMMUNITY GROUPS - KNOWN AS COMMUNITY BUSINESS ORGANIZATIONS, OR CBOS - TO ESTABLISH THEIR OWN E-BIKE LIBRARIES. SO FAR, TWO CBOS WERE ESTABLISHED IN 2023: THE EAST SIDE BIKE CLUB AND CREATE A HEALTHIER NIAGARA FALLS COLLABORATIVE. THE 2023 YEAR-END REPORT FOR THE WNY E-BIKE LIBRARY PROGRAM HAS NOT BEEN RECEIVED. THROUGH A UNIQUE PARTNERSHIP WITH YMCA BUFFALO-NIAGARA, A STATE-OF-THE-ART FACILITY OPENED ITS DOORS IN 2013 TO OFFER PERSONAL AND FAMILY FITNESS OPPORTUNITIES TO THE AMHERST COMMUNITY. THE INDEPENDENT HEALTH FAMILY BRANCH YMCA IS A 92,000-SQUARE-FOOT FACILITY OFFERING A VARIETY OF HEALTH AND WELLNESS PROGRAMS THAT TARGET OBESITY AND OTHER HEALTH CONDITIONS. FURTHERMORE, IHA AND THE YMCA OF BUFFALO-NIAGARA AS WELL AS THE JAMESTOWN YMCA CONTINUE TO PARTNER TOGETHER ON FITNESS IN THE PARKS. THIS WAS THE 12TH YEAR OF OFFERING FREE OUTDOOR FITNESS CLASSES TO THE COMMUNITY, DESIGNED TO ENCOURAGE ALL AGES AND ABILITIES TO TAKE A MORE ACTIVE ROLE IN THEIR HEALTH. THE 2023 PROGRAM RAN JUNE 1 THROUGH AUGUST 31, WHICH OFFERED MORE THAN 500 CLASSES THROUGHOUT THE SUMMER AT 26 LOCATIONS ACROSS WNY THE LARGEST OFFERING TO-DATE. POPULAR LOCATIONS INCLUDE BUFFALO'S DELAWARE PARK, LARKIN SQUARE AND WILKESON POINTE AT OUTER HARBOR; ORCHARD PARK'S ADPRO SPORTS TRAINING CENTER AND CHESTNUT RIDGE PARK; WESTWOOD PARK IN LANCASTER; AND LOSSON PARK IN CHEEKTOWAGA. UNFORTUNATELY, DUE TO INCLEMENT WEATHER AND OUTDOOR EFFECTS OF CANADIAN WILDFIRES, MANY CLASSES WERE CANCELLED THIS SEASON. STILL, MORE THAN 5,600 PEOPLE ATTENDED FITNESS IN THE PARKS THIS YEAR. UNDERSTANDING HEALTHY HABITS MUST BE NURTURED FROM A YOUNG AGE, IHA JOINED TOGETHER WITH THE BUFFALO MUSEUM OF SCIENCE TO OPEN THE FIRST PERMANENT HEALTH-SCIENCE STUDIO IN 2012. "EXPLORE YOU PRESENTED BY INDEPENDENT HEALTH" ALLOWS VISITORS OF ALL AGES TO EXPLORE ANATOMY AND LEARN ABOUT IMPORTANT CHOICES THAT CAN BE MADE TO IMPROVE AND MAINTAIN ONE'S HEALTH. IN CONNECTION WITH THE EXHIBIT, IHA SPONSORS THE MUSEUM'S ANNUAL COMMUNITY HEALTH DAY EVENT, OFFERING FAMILIES A FREE DAY OF FUN AND INTERACTIVE ACTIVITIES THAT PROMOTE THE IMPORTANCE OF HEALTHY LIVING. IN 2022, COMMUNITY HEALTH DAY SHIFTED TO A SUMMERTIME EVENT THAT ALLOWED FOR A VARIETY OF INDOOR AND OUTDOOR ACTIVITIES THE COMMUNITY COULD TAKE PART IN, MANY OF WHICH WERE PROVIDED BY INDEPENDENT HEALTH AND ITS COMMUNITY PARTNERS. THE 2023 EVENT WAS HELD JUNE 19 AND FEATURED FREE FITNESS ACTIVITIES LED BY YMCA BUFFALO NIAGARA, REDDY BIKESHARE DEMONSTRATIONS AND DISCOUNTED ANNUAL MEMBERSHIPS, A FOOTBALL TOSS COURTESY OF THE BUFFALO BILLS, AND PLAYSTREETS PROGRAMMING FROM THE POLICE ATHLETIC LEAGUE OF BUFFALO. INDEPENDENT HEALTH'S PARTICIPATION ALSO INCLUDED A PRIZE WHEEL OFFERED BY THE STATE PRODUCT TEAM FROM SALES, AND AN OUTDOOR OBSTACLE COURSE FOR YOUTH WITH PRIZES LED BY THE WELLNESS TEAM. INDEPENDENT HEALTH DISTRIBUTED A VARIETY OF FREE BRANDED GIVEAWAYS TO THE NEARLY 1,000 GUESTS WHO ATTENDED THIS YEAR'S EVENT, WHICH IS NOW ANNUALLY HELD MID-JUNE TO COINCIDE WITH THE OBSERVANCE AND CELEBRATIONS OF JUNETEENTH. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: FOR THE FOURTH YEAR IN A ROW, INDEPENDENT HEALTH CONTINUED ITS PRESENTING SPONSORSHIP OF WELLNESS WALKS AT TIFFT NATURE PRESERVE. THIS WEEKLY WALK, HELD EVERY THURSDAY MORNING (WEATHER PENDING), IS FREE AND OPEN TO THE PUBLIC YEAR-ROUND. KNOWLEDGEABLE VOLUNTEERS FROM TIFFT GUIDE PARTICIPANTS ON UNIQUE ROUTES THROUGH THE PRESERVE, OFFERING AN OPPORTUNITY TO GET HEALTHY WHILE TAKING IN THE SIGHTS AND SOUNDS OF NATURE. AN AVERAGE OF 50 PEOPLE FROM BUFFALO AND BEYOND TAKE PART IN WELLNESS WALKS EACH YEAR. PARTICIPANTS HAVE EXPRESSED GRATITUDE FOR THE NO-COST NATURE OF THE WALKS, COURTESY OF IHA'S SPONSORSHIP, IN ADDITION TO HAVING A GUIDED GROUP WALK VERSUS NAVIGATING THE TRAILS ALONE. IHA IS ALSO PROUD TO PARTNER WITH LARKIN SQUARE TO SPONSOR MANY COMMUNITY EVENTS AND BRING HEALTHY INITIATIVES TO ITS REVITALIZED PUBLIC GATHERING SPACE ALL YEAR LONG. THROUGH THIS PARTNERSHIP, THE INDEPENDENT HEALTH FOUNDATION WAS ABLE TO IMPLEMENT THE HEALTHY OPTIONS BUFFALO PROGRAM INTO FOOD TRUCK TUESDAYS, REQUIRING EACH PARTICIPATING FOOD TRUCK TO OFFER AT LEAST ONE PRE-APPROVED HEALTHY MENU ITEM CONSIDERED TO BE LOWER IN FAT, SATURATED FAT, CHOLESTEROL AND SODIUM. ORIGINALLY THE PROGRAM RAN FROM APRIL THROUGH OCTOBER, BUT SINCE COVID, AN ABBREVIATED SEASON HAS ANNUALLY BEEN HELD JUNE THROUGH AUGUST. IN 2023, INDEPENDENT HEALTH ATTENDED FOUR EVENTS WITH REDSHIRTS WHO DISTRIBUTED APPROXIMATELY 2,000 BRANDED GIVEAWAYS EACH NIGHT (TOTALING APPROXIMATELY 8,000 ITEMS). ADDITIONAL GIVEAWAYS WERE DISTRIBUTED AT THE INDEPENDENT HEALTH TABLE, ALONG WITH COLLATERAL ON DIFFERENT HEALTH AND WELLNESS PROGRAMMING AND AN ENTER-TO-WIN CONTEST THAT OFFERED FOUR BUFFALO BILLS GAMEDAY TICKETS, BRINGING GREATER EXPOSURE TO INDEPENDENT HEALTH'S WIDE-RANGING COMMUNITY PARTNERSHIPS. SINCE 2014, IHA HAS BEEN PROUD TO SERVE AS THE OFFICIAL HEALTH AND WELLNESS PARTNER OF THE BUFFALO BILLS, WORKING TOGETHER TO IMPROVE THE HEALTH AND WELL-BEING OF WESTERN NEW YORK THROUGH A VARIETY OF INITIATIVES. THIS INCLUDES THE SIX-WEEK HEALTH & WELLNESS CHALLENGE, A COMMUNITY-WIDE FITNESS AND NUTRITION PROGRAM DESIGNED TO ENCOURAGE SMALL CHANGES TOWARD A HEALTHIER LIFESTYLE. THE FINAL CHALLENGE OCCURRED IN FALL 2023, WITH NEARLY 8,500 PEOPLE REGISTERED TO PARTICIPATE. OF THOSE REGISTERED, APPROXIMATELY 5,000 PEOPLE (OR 60 PRECENT) WERE CONSIDERED ACTIVE USERS (I.E., THOSE WHO EARNED AT LEAST 25 POINTS DURING THE CHALLENGE) THIS WAS THE HIGHEST NUMBER OF ACTIVE PARTICIPANTS EVER IN A CHALLENGE. A TOTAL OF 26 PRIZES WERE AWARDED TO ELIGIBLE PARTICIPANTS, INCLUDING A GRAND PRIZE: FOUR TICKETS TO THE BUFFALO BILLS VS. NEW ENGLAND PATRIOTS GAME ON DECEMBER 31, 2023, ALONG WITH PRIZE PACKS FROM THE BILLS AND INDEPENDENT HEALTH, A $1,000 VISA GIFT CARD AND MORE. ELIGIBLE PARTICIPANTS ARE THOSE WHO EARN A MINIMUM OF 25 POINTS IN THE CHALLENGE. PRIZES WERE RANDOMLY AWARDED AT THE END OF THE CHALLENGE USING A WEIGHTED-RAFFLE SYSTEM. THE BUFFALO BILLS AND IHA ALSO CONCLUDED ITS WORK TOGETHER ON ENGAGING OUR COMMUNITY'S YOUTH THROUGH THE INDEPENDENT HEALTH FOUNDATION'S FITNESS FOR KIDS CHALLENGE IN COLLABORATION WITH THE BUFFALO BILLS PLAY 60 CHALLENGE. DURING THE FINAL YEAR TOGETHER, 2022-2023, THE FOUNDATION REPORTED 10,729 STUDENTS FROM 575 CLASSROOMS PARTICIPATED ACROSS 44 WNY SCHOOLS. THAT INCLUDED SEVEN NEW SCHOOLS ACROSS FIVE WNY COUNTIES. MORE THAN $28,000 WAS AWARDED TO DIFFERENT SCHOOLS FOR THEIR PARTICIPATION, AND NEARLY 3,500 STUDENTS HAD THE OPPORTUNITY TO TRY NEW, HEALTHY FOODS THROUGH IN-CLASSROOM TASTINGS. IHA ALSO SPONSORED THE BILLS ANNUAL 50-YARD FINISH FOR THE LAST TIME IN 2023, WHICH ATTRACTED 1,500 RUNNERS AS WELL AS 500 YOUTH WHO PARTICIPATED IN THE KIDS FUN RUN ON THE SAME DAY. INDEPENDENT HEALTH WAS PRESENT AT THE EVENT TO WELCOME RUNNERS ACROSS THE FINISH LINE AND DISTRIBUTE HUNDREDS OF FREE THERMAL TOTES AND OTHER GIVEAWAYS DURING THE POST-RACE PARTY. INDEPENDENT HEALTH'S PARTNERSHIP WITH BUFFALO RIVERWORKS LAUNCHED IN 2015, OFFERING A WIDE VARIETY OF SEASONAL ACTIVITIES FOR INDIVIDUALS OF ALL AGES AND FITNESS LEVELS. BUILT AROUND PROMOTING HEALTH AND EXERCISE, PARTICIPANTS CAN TRY THEIR HAND AT KAYAKING, WATER BIKES, PADDLE BOARDING, ZIP LINING AND MORE WHEN THE WEATHER IS WARM, AND THEN LACE UP THEIR ICE SKATES OR PARTAKE IN A FRIENDLY GAME OF CURLING WHEN THE COLD WEATHER SETS IN. ADVENTURE-SEEKERS CAN ALSO TEST THEIR AGILITY AND STRENGTH ON THE TWO-LEVEL ROPES COURSE, OPEN YEAR-ROUND (WEATHER PENDING). AS THE OFFICIAL HEALTH AND WELLNESS PARTNER OF BUFFALO RIVERWORKS, IHA MEMBERS CAN SHOW THEIR ID CARD AND RECEIVE DISCOUNTS FOR ANY HEALTH AND WELLNESS ACTIVITY. ADDITIONALLY, THERE ARE SEVERAL HEALTHY OPTIONS ITEMS ON THE MENU AT RIVERWORKS, MAKING IT EASY TO EAT HEALTHY WHILE DINING OUT. LAST YEAR, RIVERWORKS BEGAN OFFERING OPEN ROLLER SKATING SPONSORED BY INDEPENDENT HEALTH ON SELECT DATES. IN EARLY 2023, INDEPENDENT HEALTH AND RIVERWORKS WORKED TOGETHER TO HOST WINTER RECESS AND SPRING RECESS ACTIVITIES FOR WNY FAMILIES ON BREAK FROM SCHOOL. THE EVENTS FEATURED FREE ICE SKATING AND ROLLER SKATING ALONG WITH DISCOUNTED SKATE RENTALS, AS WELL AS A DISCOUNT ON THE ROPES COURSE. BOTH EVENTS WERE SUCCESSFUL AND WILL BE HELD ANNUALLY MOVING FORWARD. SIMILARLY, FOR THE SECOND YEAR IN A ROW, INDEPENDENT HEALTH HAS SPONSORED A "SUMMER SENDOFF" EVENT THAT INVITES THE PUBLIC TO TAKE ADVANTAGE OF SUMMER ACTIVITIES AT A DISCOUNTED RATE SUCH AS BUY ONE, GET ONE FREE KAYAK RENTALS. THIS YEAR'S EVENT FEATURED AN ENTER-TO-WIN CONTEST THAT OFFERED A PAIR OF BUFFALO BILLS TICKETS TO INDEPENDENT HEALTH'S SPONSORED GAME ON NOVEMBER 13. ADDITIONALLY, RIVERWORKS CONTINUES TO SERVE AS A POPULAR FITNESS IN THE PARKS LOCATION EACH YEAR. FURTHER CAPITALIZING ON THE OUTDOOR HEALTH AND WELLNESS OPPORTUNITIES AVAILABLE IN OUR COMMUNITY, IHA BECAME THE OFFICIAL HEALTH AND WELLNESS PARTNER OF OUTER HARBOR BUFFALO IN 2016. APPROXIMATELY 350,000 PEOPLE VISIT OUTER HARBOR EACH YEAR. GUESTS CAN VENTURE TO WILKESON POINTE TO RENT KAYAKS, BIKES, PADDLE BOARDS AND HYDRO BIKES; TAKE PART IN FREE OUTDOOR FITNESS CLASSES; AND EXPLORE THE 3-MILE INDEPENDENT HEALTH WELLNESS TRAIL CONNECTING THE POINTE TO LAKESIDE BIKE PARK. THE PARK OFFERS A VARIETY OF TRAILS FOR BIKE AND NATURE ENTHUSIASTS ALIKE, AND HAS A QUANTITY OF RED BIKES AVAILABLE TO RENT COURTESY OF IHA AS THE PRESENTING SPONSOR. IHA MEMBERS CAN SHOW THEIR ID CARD TO RECEIVE DISCOUNTS ON ALL OUTER HARBOR OUTDOOR ACTIVITY RENTALS. FOR THE SECOND YEAR IN A ROW, INDEPENDENT HEALTH SPONSORED THE OUTER HARBOR'S "START UP THE SUMMER" EVENT AT WILKESON POINTE, WHICH WAS MOST RECENTLY HELD ON JUNE 10, 2023. THE EVENT OFFERS THE INDEPENDENT HEALTH MEMBER DISCOUNT ON BIKE AND KAYAK RENTALS TO EVERYONE IN THE COMMUNITY, AS WELL AS A VARIETY OF FREE FITNESS CLASSES AND OTHER HEALTH-FOCUSED PROGRAMMING THROUGHOUT THE DAY. IT IS A GREAT WAY TO ENGAGE THE COMMUNITY IN ITS HEALTH AND ENCOURAGE OUTDOOR ACTIVITY WITH THE CHANGE IN SEASON. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: INDEPENDENT HEALTH BEGAN SPONSORING THE POLICE ATHLETIC LEAGUE (PAL) OF BUFFALO'S PLAYSTREETS PROGRAM ANNUALLY IN 2021, WHICH OFFERS SEASONAL PROGRAMMING THROUGHOUT THE YEAR TO YOUTH IN UNDERSERVED COMMUNITIES. PLAYSTREETS PROVIDES OPPORTUNITIES FOR CHILDREN TO ENGAGE IN ORGANIZED PHYSICAL ACTIVITIES, TO LEARN VALUABLE LESSONS ABOUT POSITIVE LIFE CHOICES AND TO ACCESS HELPFUL RESOURCES IN THEIR COMMUNITIES. EVERY CHILD RECEIVES A FREE SPORTS EQUIPMENT KIT, ALONG WITH A SNACK AND BOTTLED DRINK, TO INSPIRE THEM TO STAY ACTIVE AND HEALTHY AT HOME. PAL REPORTED SERVING AN UNDUPLICATED 2,758 YOUTH FROM 2021-2023 WHO EACH RECEIVED A FREE SPORTS EQUIPMENT KIT, WITH 100% OF THOSE YOUTH SELF-REPORTING THEY USE THE EQUIPMENT KITS AT HOME. THE INDEPENDENT HEALTH MARKETING TEAM IS CONTINUING TO PROMOTE IHA'S COMMUNITY ENGAGEMENT ACTIVITIES UNDER THE "BRINGING HEALTHY TO YOU" THEME THAT WAS DEVELOPED IN 2021. THIS CAMPAIGN HELPS SUPPORT THE STRATEGY TO POSITION INDEPENDENT HEALTH AS WNY'S LOCAL HEALTH PLAN THAT PROVIDES OPPORTUNITIES FOR EVERYONE TO GET AND STAY HEALTHY. THE CAMPAIGN SHOWCASES THE NUMEROUS PARTNERSHIPS, EVENTS AND PROGRAMS THAT INDEPENDENT HEALTH AND THE INDEPENDENT HEALTH FOUNDATION SPONSOR AND/OR OFFER TO THE COMMUNITY. IN ADDITION TO VARIOUS ADVERTISING AND PROMOTIONAL TACTICS (E.G., PRINT ADS, BILLBOARDS, MEMBER EBLASTS, WEBSITE PROMOS, INCLUSION IN DIRECT MAIL), MARKETING ALSO INTEGRATED THIS CAMPAIGN THEMATIC INTO SEVERAL ENTER-TO-WIN CONTESTS. IN 2023, INDEPENDENT HEALTH CONTINUED ITS PRESENCE AT THE TASTE OF BUFFALO AND LEVERAGED THIS SPONSORSHIP BY HAVING EVENT ORGANIZERS PROMOTE OUR BHTY ENTER-TO-WIN CONTEST ON ITS SOCIAL MEDIA CHANNELS. THIS BROUGHT GREATER AWARENESS TO INDEPENDENT HEALTH, ITS COMMUNITY PARTNERS AND SPONSORED PROGRAMS. ADDITIONALLY, INDEPENDENT HEALTH ONCE AGAIN DISTRIBUTED 10,000 THERMAL TOTES TO ATTENDEES OF THE JULY EVENT TO INCREASE BRAND AWARENESS. WNYHEALTHENET FURTHERS IHA'S COMMITMENT TO REDUCING THE COST OF AND IMPROVING THE QUALITY OF HEALTH CARE IN THE WESTERN NEW YORK COMMUNITY. WNYHEALTHENET OPTIMIZES THE DELIVERY OF PATIENT INFORMATION THAT SPEEDS THE DELIVERY AND ACCURACY OF VITAL ELIGIBILITY, CLAIM STATUS, REFERRAL AND AUTHORIZATION INFORMATION TO THE PROVIDER COMMUNITY, AND WESTERN NEW YORK'S CLINICAL INFORMATION EXCHANGE ("HEALTHELINK") - A 501(C) (3) ORGANIZATION THAT OPERATES AN INFORMATION EXCHANGE TO FACILITATE ACCESS TO CLINICAL INFORMATION AMONG HEALTH CARE PROVIDERS AND HEALTH INSURERS. HEALTHELINK IS PART OF THE STATEWIDE HEALTH INFORMATION NETWORK OF NEW YORK (SHIN-NY), A TECHNOLOGY FRAMEWORK SPANNING THE ENTIRE STATE THAT ALLOWS HEALTH CARE PROVIDERS EFFICIENT ACCESS TO THEIR PATIENTS' DATA. HEALTHELINK HAS BEEN RECOGNIZED FOR ITS WORK IN BUILDING A REGIONAL HEALTH INFORMATION TECHNOLOGY INFRASTRUCTURE AND FOR TESTING INNOVATIVE APPROACHES BY BOTH STATE AND FEDERAL AGENCIES, INCLUDING BEING NAMED A BEACON COMMUNITY, AN EFFORT FUNDED BY THE OFFICE OF THE NATIONAL COORDINATOR FOR HEALTH INFORMATION TECHNOLOGY. FOR ALL OF 2023, MORE THAN 90 PERCENT OF WESTERN NEW YORK PROVIDER PRACTICES PARTICIPATE WITH HEALTHELINK, MORE THAN 550 DATA SOURCES ARE CONNECTED, APPROXIMATELY 350 MILLION RESULTS (LAB, RADIOLOGY AND TRANSCRIBED REPORTS) ARE AVAILABLE AND MORE THAN 1.5 MILLION COMMUNITY-WIDE CONSENTS HAVE BEEN SIGNED BY PATIENTS AUTHORIZING TREATING PHYSICIANS TO ACCESS THEIR ELECTRONIC MEDICAL RECORDS THROUGH HEALTHELINK. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: IHA COORDINATES THE DELIVERY OF HEALTH CARE SERVICES FOR 173,900 MEMBERS 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 AT THE CONCLUSION OF 2023. INDEPENDENT HEALTH PROVIDES HEALTH BENEFITS AND SERVICES TO INDIVIDUALS IN WESTERN NEW YORK AND THROUGHOUT THE COUNTRY. THE COMPANY HAS CONSISTENTLY BEEN RATED AMONG THE TOP HEALTH PLANS IN THE COUNTRY FOR CUSTOMER SERVICE AND MEMBER SATISFACTION. IN 2023, INDEPENDENT HEALTH RECEIVED THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE'S (NCQA) HIGHEST POSSIBLE RATING FOR ITS COMMERCIAL HMO/POS AND MEDICARE LINES OF BUSINESS. "EXCELLENT" ACCREDITATION IS GRANTED ONLY TO THOSE HEALTH PLANS THAT EXHIBIT LEVELS OF SERVICE AND CLINICAL QUALITY THAT MEET OR EXCEED NCQA'S RIGOROUS REQUIREMENTS FOR CONSUMER PROTECTION AND QUALITY IMPROVEMENT. PREVIOUSLY, INDEPENDENT HEALTH HAD BEEN RATED 4.5 OUT OF 5 NATIONALLY FROM 2015-2022. SINCE 2022, AND CONTINUING INTO 2023, INDEPENDENT HEALTH HAS BEEN RECOGNIZED AS A 5-STAR RATED MEDICARE ADVANTAGE PLAN BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS). INDEPENDENT HEALTH WAS ALSO RANKED AS THE TOP HEALTH INSURANCE PLAN IN THE NEW YORK/NEW JERSEY REGION, ACCORDING TO J.D. POWER'S 2010, 2011, 2012, 2013, 2016, 2018 AND 2020 U.S. MEMBER HEALTH INSURANCE PLAN STUDIES, AND RANKED SECOND IN THE NEW YORK/NEW JERSEY REGION IN THE J.D. POWER 2014, 2015 AND 2017 U.S. MEMBER HEALTH PLAN STUDIES. IN ADDITION, INDEPENDENT HEALTH WAS RANKED AMONG THE HIGHEST-RANKED HEALTH PLANS IN THE NATION FOR ALL LINES OF BUSINESS COMMERCIAL, MEDICARE AND MEDICAID ACCORDING TO THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) IN ITS HEALTH INSURANCE PLAN RANKINGS 2018-2019. THE RANKINGS ARE BASED ON CLINICAL QUALITY, MEMBER SATISFACTION AND NCQA ACCREDITATION STANDARDS. LONG BEFORE THE ENACTMENT OF THE AFFORDABLE CARE ACT (ACA), IHA WAS TAKING STEPS TO TRANSFORM HEALTH CARE IN WESTERN NEW YORK, PROVIDING OUR MEMBERS WITH MANY OF THE QUALITY COVERAGE AND MARKET REFORM PROVISIONS CONTAINED IN THE LAW ($0 COPAY FOR PREVENTIVE SERVICES, AGE-EXTENSION RIDERS UP TO AGE 26, NO LIFETIME LIMITS ON MEMBERS' COVERAGE, AND COMPREHENSIVE INTERNAL AND EXTERNAL REVIEW PROCESSES TO ENSURE OUR MEMBERS RECEIVED NEEDED HEALTH CARE SERVICES). IHA CONTINUES TO LOOK FOR OPPORTUNITIES TO IMPROVE THE QUALITY AND AFFORDABILITY OF HEALTH CARE FOR OUR REGION, AS ACHIEVING HEALTH CARE REFORM WILL REQUIRE COMMUNITY OWNERSHIP, WIDE-RANGING PARTNERSHIPS AND RENEWED COLLABORATION AMONG DIVERSE STAKEHOLDERS. BY FOCUSING ON COLLABORATION AND HEALTH ENGAGEMENT, IHA CAN HELP BUILD A CULTURE OF HEALTH IN OUR REGION. AS A COMMUNITY, WE MUST CONTINUE TO DEVELOP PROGRAMS THAT ENHANCE FITNESS, FOSTER PREVENTION AND ENGAGE PEOPLE IN BETTER HEALTH. THESE EFFORTS WILL HELP PEOPLE MAKE POSITIVE LIFESTYLE CHANGES AND REDUCE CHRONIC DISEASE ESSENTIAL ELEMENTS FOR LOWERING HEALTH CARE COSTS AND IMPROVING THE OVERALL HEALTH STATUS OF OUR COMMUNITY. IHA'S COLLABORATIVE EFFORTS ARE HAVING AN IMPACT. THE 2012 COMMONWEALTH FUND REPORT RANKED BUFFALO 54TH BEST AMONG 306 MEDICARE SERVICE AREAS FOR QUALITY, ACCESSIBILITY AND AFFORDABILITY OF CARE AND IN 2016 IHA WAS RANKED 62 OUT OF 306 MEDICARE SERVICE AREAS. IHA WAS IN THE TOP 10 PERCENT FOR ACCESS AND AFFORDABILITY AND IN THE TOP QUARTILE FOR PREVENTION, TREATMENT AND OVERALL PERFORMANCE. THIS RANKING IS EVEN MORE IMPRESSIVE GIVEN THAT BUFFALO IS CITED AS THE THIRD-POOREST CITY IN THE U.S. AND THE STUDY REVEALED A STRONG CORRELATION BETWEEN POVERTY AND A POOR SCORE AMONG THE RANKED AREAS. ADDITIONALLY, THE COLLABORATIVE WORK UNDER WAY IN WESTERN NEW YORK WAS RECOGNIZED IN A RECENTLY RELEASED CASE STUDY ON REGIONAL HEALTH CARE IMPROVEMENT BY THE COMMONWEALTH FUND, "BUFFALO AND WESTERN NEW YORK: COLLABORATING TO IMPROVE HEALTH SYSTEM PERFORMANCE BY LEVERAGING SOCIAL CAPITAL," WHICH TAKES A CLOSER LOOK AT THE REASONS FOR OUR REGION'S SUCCESS. THESE REPORTS EMPHASIZE THE NEED FOR LOCAL SOLUTIONS AND WIDESPREAD ENGAGEMENT AND COLLABORATION TO ACHIEVE THE QUADRUPLE AIM OF BETTER HEALTH, BETTER CARE, LOWER COSTS AND PROVIDER VITALITY. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL W. CROPP, M.D., KENNETH SODARO, ANTHONY BAYNES, COLLEEN DIPIRRO, DANIEL WEINTRAUB, JAMES DUNLOP, AND JOHN MINEO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). MICHAEL W. CROPP, M.D., JAMES DUNLOP, KENNETH SODARO, DANIEL WEINTRAUB, DAN GAGLIARDO, AND JOHN MINEO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). THOMAS J. FOELS & DAVID PAWLOWSKI HAVE A BUSINESS RELATIONSHIP (PRIVATE ENTERPRISE). IHA DOES NOT DO BUSINESS WITH THEIR PRIVATE ENTERPRISE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FILING OF THE IRS FORM 990, THE FINAL RETURN WAS REVIEWED WITH THE CHAIR OF THE AUDIT AND FINANCE COMMITTEES, MANAGEMENT, AND MADE AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C INDEPENDENT HEALTH ASSOCIATION, INC'S (IHA) CONFLICT OF INTEREST REPORTING POLICY ENCOMPASSES ALL CURRENT IHA OFFICERS AND EMPLOYEES (INCLUDING HIGHEST COMPENSATED KEY EMPLOYEES) OF THE ORGANIZATION. EMPLOYEES ARE REQUIRED AS PART OF THEIR EMPLOYMENT WITH IHA TO IMMEDIATELY REPORT CONFLICTS OF INTEREST THAT THEY ARE PARTY TO OR THAT THEY OBSERVE, TO MANAGEMENT OR INDEPENDENT HEALTH'S CHIEF COMPLIANCE OFFICER FOR REVIEW BY THE CONFLICT OF INTEREST COMMITTEE OF INDENDEPENT HEALTH. CONFLICTS ARE ALSO IDENTIFIED ANNUALLY WHEN EMPLOYEES COMPLETE ATTESTATIONS, CONFIDENTIAL QUESTIONAIRES & PLEDGE OF CONFIDENTIALITY AND CONTINUING DISCLOSURES FORM (FORM HIGHEST COMPENSATED EMPLOYEES, KEY EMPLOYEES, OFFICERS, DIRECTORS, AND MEMBERS OF THE BOARD) ARE RECEIVED. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS OR DECISIONS RELATED TO THIS TRANSACTION. THE RESOLUTION OF CONFLICT REVIEW WILL BE DOCUMENTED IN MEETING MINUTES MAINTAINED BY THE CONFLICT OF INTEREST COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD OF DIRECTORS OF INDEPENDENT HEALTH ASSOCIATION, INC. (IHA) 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. FORM 990, PART VI, SECTION C, LINE 19 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 VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JOHN MINEO - 28 CANTERBURY LN., EAST AURORA, NY 14052. MARK I. JOHNSON - 10604 KINGS CROWN DRIVE, PROSPECT, KY 40059. 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