2023-11-13T14:08:05-06:00 2022-12-31 390859910 BAKER TILLY US LLP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2022-01-01 465489816 ADVANCE CARE ALLIANCE OF NY INC ADVA 8336922269 300 MOTOR PARKWAY 105 HAUPPAUGE NY 11788 GERARD JOSEPH CFO 8336922269 2023-11-13 1 GERARD JOSEPH XXX-XX-XXXX 1 X PATRICK YU CPA P00675982 2126976900 X 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X NICHOLAS CAPPOLETTI 300 MOTOR PARKWAY 105 HAUPPAUGE NY 11788 110553660 0 X WWW.ACANY.ORG X 2014 NY ACANY OFFERS COMPREHENSIVE CARE COORDINATION TO PEOPLE WITH INTELLECTUAL AND/OR DEV. DISABILITIES. 10 10 1176 10 0 0 1891891 10001021 93403947 99943661 38527 -88047 -76623 67431 95257742 109924066 0 0 0 0 68532285 76336786 0 0 0 15443279 12467819 83975564 88804605 11282178 21119461 47978523 61322022 17694406 10437648 30284117 50884374 X ADVANCE CARE ALLIANCE OF NEW YORK, INC. (ACANY) IS DEDICATED TO PROVIDING THE SUPPORT AND SERVICES FOR YOU OR YOUR LOVED ONE WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY NEED TO LEAD AN ACTIVE, HEALTHY, AND FULFILLING LIFE. ACANY WAS FORMED BY THREE PROVIDER NETWORKS- ALLIANCE CARE NETWORK, ADVANCE OF GREATER NEW YORK, AND LONG ISLAND ALLIANCE- WHO TOGETHER REPRESENT MORE THAN 100 WELL-ESTABLISHED, NOT-FOR-PROFIT AGENCIES OPERATING IN NEW YORK CITY, LONG ISLAND, AND THE HUDSON VALLEY. ACANY'S AGENCIES PROVIDE HIGH-QUALITY SERVICES TO OVER 25,000 PEOPLE WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES, FUNDED AND OVERSEEN BY NEW YORK STATE'S OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES (OPWDD). 0 0 80425605 99943661 ACANY IS A CARE COORDINATION ORGANIZATION/HEALTH HOME, WHICH IS A TYPE OF HEALTHCARE PROVIDER RESPONSIBLE FOR COORDINATING THE SERVICES AND SUPPORTS THAT INDIVIDUALS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES MIGHT NEED TO LIVE IN THE COMMUNITY. ACANY WORKS WITH INDIVIDUALS AND THEIR FAMILIES TO DEVELOP AN INTEGRATED, COMPREHENSIVE CARE PLAN THAT ENCOMPASSES HEALTHCARE, BEHAVIORAL HEALTH SERVICES, COMMUNITY AND SOCIAL SUPPORTS WHILE ENSURING ALIGNMENT OF OBJECTIVES ACROSS HEALTHCARE AND DEVELOPMENTAL DISABILITIES SERVICE PROVIDERS. ACANY ASSISTS INDIVIDUALS AND FAMILIES WITH ACCESSING THE SUPPORTS AND SERVICES THAT PROMOTE WELL-ROUNDED AND FULFILLING LIVES. 80425605 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1176 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X GERARD JOSEPH CFO 6469162597 300 MOTOR PARKWAY 105 HAUPPAUGE NY 11788 STEVEN VERNIKOFF CHAIR 5.00 0.00 X X 0 0 0 JILL GENTILE SECRETARY 5.00 0.00 X X 0 0 0 WALTER W STOCKTON TREASURER 5.00 0.00 X X 0 0 0 SCOTT L BARKIN PHD DIRECTOR 1.00 0.00 X 0 0 0 ARTHUR PALEVSKY DIRECTOR 1.00 0.00 X 0 0 0 DAVID MANDEL DIRECTOR 1.00 0.00 X 0 0 0 ELLIOT BROWNSTEIN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT C GOLDSMITH DIRECTOR 1.00 0.00 X 0 0 0 JANET KOCH DIRECTOR 1.00 0.00 X 0 0 0 LAURA DELIN DIRECTOR 1.00 0.00 X 0 0 0 GERARD JOSEPH CHIEF FINANCIAL OFFICER 37.50 0.00 X 287922 0 300 JAIME S MADDEN CHIEF ADMINISTRATIVE OFFICER 37.50 0.00 X 262111 0 20473 NICHOLAS CAPPOLETTI CEO 37.50 0.00 X 45000 0 0 KIMBERLY JAYNES VP REGIONAL CARE MANAGEMENT 37.50 0.00 X 139381 0 22106 MARK STEVEN KANTER VP OF HUMAN RESOURCES 37.50 0.00 X 143065 0 5679 ELIZABETH PETERSON SVP OF POLICY AND PLANNING 37.50 0.00 X 138243 0 6408 CAROLYN LEARY SVP OF CARE MANAGEMENT 37.50 0.00 X 140599 0 1937 RENEE MANZA REGIONAL VP OF CARE MANAGMENT 37.50 0.00 X 132588 0 4537 1288909 0 61440 27 0 1 1 MEDISKED LLC 850 UNIVERSITY AVENUE ROCHESTER NY 14607 PROJECT MGMT & CONSULTING FOR MEDIC 2431949 CLEAN ROYAL SERVICES 63 HILTON AVENUE HEMPSTEAD NY 11550 CLEANING SERVICES 347438 BURCHMAN TERRIO QUIST LLC DBA BTQ FINA 80 BROAD ST 15TH FL NEW YORK NY 10004 OUTSOURCED FISCAL SERVICES 329515 LIFEPLAN CCO NY 258 GENESEE STREET UTICA NY 13502 MANAGEMENT SERVICES 248012 ULTATEL 13873 PARK CENTER RD SUITE 450 HERNDON VA 20171 CLOUD COMMUNICATION SERVICES 154910 11 10000000 1021 10001021 CARE COORDINATION REVENUE 623990 99943661 99943661 99943661 141393 141393 400154 432482 197112 -32328 -197112 -229440 -229440 VACCINE AWARENESS FUNDS 900099 64000 64000 MISC INCOME 900099 3431 3431 67431 109924066 99943661 0 -20616 570806 570806 61247953 58436682 2811271 1638222 1549116 89106 7624784 7229702 395082 5255021 4969191 285830 259781 259781 394455 394455 35864 35864 494213 123908 370305 278231 278231 664093 642878 21215 4204392 4161208 43184 4346952 1604229 2742723 135591 109462 26129 32496 31458 1038 3530 113 3417 623357 603443 19914 339304 269734 69570 MINOR EQUIPMENT AND REL 235538 228014 7524 MISCELLANEOUS 231685 10672 221013 STAFF DEV AND EDUCATION 126003 121978 4025 RECRUITING 55224 53460 1764 7110 2126 4984 88804605 80425605 8379000 0 24518562 36368627 5981172 5978234 4541662 5463718 1292236 659444 3335150 2797748 1357870 537402 4034759 3591696 5264661 5264661 987601 3458240 47978523 61322022 7694406 8106819 10000000 0 2330829 17694406 10437648 X 30284117 50884374 30284117 50884374 47978523 61322022 21119461 -519204 0 X 0 1 X 1 0 X 472827 1891891 10001021 12365739 472827 1891891 10001021 12365739 12365739 276 5279 39164 141393 186112 20 42 2117 46537 67431 116147 12667998 460626999 0.97610 0.98220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 20. 2019 AMOUNT: $ 42. 2020 AMOUNT: $ 2,117. 2022 AMOUNT: $ 67,431. INSURANCE REIMBURSEMENT - 2021 AMOUNT: $ 46,537. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3038802 2501400 537402 296348 296348 0 537402 INVESTMENT IN TRIADD, LLC 5264661 C 5264661 SECURITY DEPOSITS 1163453 FINANCE LEASE ASSET 257030 RIGHT OF USE ASSET, OPERATING LEASES 2037757 3458240 FINANCE LEASE LIABILITY 258360 OPERATING LEASE LIABILITIES 2072469 2330829 X 109404862 -519204 -519204 109924066 0 109924066 88804605 0 88804605 0 88804605 PART X, LINE 2: MANAGEMENT HAS EVALUATED ACANY'S TAX POSITIONS AND CONCLUDED THAT ACANY HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION 740. X 0 0 0 0 0 0 0 0 0 GERARD JOSEPH CHIEF FINANCIAL OFFICER 287922 0 0 0 0 0 0 0 300 0 288222 0 0 0 JAIME S MADDEN CHIEF ADMINISTRATIVE OFFICER 262111 0 0 0 0 0 0 0 20473 0 282584 0 0 0 KIMBERLY JAYNES VP REGIONAL CARE MANAGEMENT 139381 0 0 0 0 0 0 0 22106 0 161487 0 0 0 UNRELATED ORGANIZATION COMPENSATION NICHOLAS CAPPOLETTI'S COMPENSATION AMOUNT OF $45,000 WAS PAID BY AN UNRELATED ORGANIZATION FOR HIS SERVICES AS CEO OF ADVANCE CARE ALLIANCE OF NY. FORM 990, PART VI, SECTION A, LINE 6 ACANY MEMBERS INCLUDE THE INDIVIDUAL MEMBER AGENCIES OF ALLIANCE CARE NETWORK ("ACN"), ADVANCE OF GREATER NEW YORK ("AGNY"), AND LONG ISLAND ALLIANCE ("LIA"). FORM 990, PART VI, SECTION A, LINE 7A THERE ARE 3 CLASSES OF MEMBERS: CLASS A MEMBER(S)-ACN, CLASS B MEMBER(S) - AGNY, & CLASS C MEMBER(S) - LIA. EACH CLASS OF MEMBERS SHALL ELECT 3 INDIVIDUALS TO SERVE AS DIRECTORS. IN ADDITION TO THE INDIVIDUALS ELECTED BY EACH OF THE CLASS A, B AND C MEMBERS, THE CORPORATE MEMBERS MAY, AT THE ANNUAL MEETING OF THE CORPORATE MEMBERS, ELECT UP TO FOUR (4) AT LARGE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE AUDIT COMMITTEE IN ACCORDANCE WITH THE ORGANIZATIONAL STRUCTURE, BY-LAWS, FINANCIAL ACTIVITY FOR THE YEAR, AND CONSIDERATION IS GIVEN TO ANY CHANGES IN THE ORGANIZATION FROM PRIOR YEAR THAT MAY AFFECT THE RESPONSES TO THE CURRENT RETURN. THIS PROCESS IS DONE PRIOR TO CIRCULATION TO THE BOARD. THE 990 IS FILED WITH THE IRS AFTER IT IS CIRCULATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED YEARLY TO ALL MEMBERS OF THE BOARD AND REQUIRES ANY MEMBER OF THE BOARD THAT MAY POSSIBLY HAVE A CONFLICT OF INTEREST IN FACT OR APPEARANCE TO REPORT IT IMMEDIATELY. THIS POLICY COVERS BOTH BUSINESS & PERSONAL RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO HAS AN EMPLOYMENT CONTRACT THAT IS REVIEWED EVERY 3 YEARS OR WHEN DESIRED BY THE BOARD. THE BOARD UTILIZES A 3RD PARTY CONSULTING FIRM TO DO A COMPENSATION STUDY TO DETERMINE THE OTHER EXECUTIVE PAY. FORM 990, PART VI, SECTION C, LINE 19 ACANY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN THE FUTURE, IT MAY POST SOME OF ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ON ITS WEBSITE.