2025-11-14T11:56:24-06:00 2024-12-31 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990 2024-01-01 161363413 ONONDAGA CASE MANAGEMENT SERVICES INC D/B/A CIRCARE ONON 3154727363 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 KATHLEEN GAFFNEY-BABB PRESIDENT/CEO 3154745506 2025-11-13 1 1 BETTINA LIPPHARDT P00956232 3154227109 2025-11-13 2024 2025-03-06 01:10:19Z KATHLEEN GAFFNEY-BABB 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 5246704 0 X WWW.CIR.CARE X 1990 NY ONONDAGA CASE MANAGEMENT, INC. DBA CIRCARE (HERE IN AFTER REFERRED TO AS "CIRCARE") SUPPORTS INDIVIDUALS AND THEIR FAMILIES WHO HAVE ENCOUNTERED OBSTACLES DEVELOP THE RESOURCES AND SUPPORTS TO LIVE A SATISFYING AND NATURALLY INTERDEPENDENT LIFE. CIRCARE'S TEAM OF CARE MANAGERS, CLINICIANS, VOCATIONAL SPECIALISTS, PEER SPECIALISTS, AND MEDICAL PROFESSIONALS ARE TRAINED IN A MULTITUDE OF EVIDENCE-BASED PRACTICES PROVEN TO HELP PEOPLE ATTAIN THEIR DESIRED GOALS AND TO SUSTAIN RECOVERY AND BUILD RESILIENCE. CIRCARE'S TEAM PROVIDES PERSON-CENTERED SERVICES AND PROMOTES PERSONAL CHOICE, RESPECT FOR DIVERSITY, INDIVIDUALITY AND COMMUNITY INCLUSIVENESS. 18 18 133 24 0 0 3375292 2606936 3377285 2442189 128277 180734 17102 3899 6897956 5233758 0 0 0 0 6194790 5441638 0 0 0 2518860 2447427 8713650 7889065 -1815694 -2655307 8689496 6243862 3669981 3796992 5019515 2446870 X ONONDAGA CASE MANAGEMENT SERVICES, INC. ASSISTS PEOPLE WITH DIFFICULT LIFE CHALLENGES TO DEVELOP PERSONALLY MEANINGFUL LIVES. 0 0 4167139 1824919 CARE MANAGEMENT SERVICES SEE SCHEDULE O FOR FUTHER DETAILS. CIRCARE IS A NEW YORK STATE DESIGNATED LEAD HEALTH HOME COVERING 12 COUNTIES IN CENTRAL NEW YORK. HEALTH HOME IS THE NEW YORK STATE DEPARTMENT OF HEALTH'S PREFERRED CARE COORDINATION MODEL. IT IS NOT A PLACE BUT A NETWORK OF PROVIDERS WORKING TOGETHER TO ENHANCE AN INDIVIDUAL'S HEALTH AND OVERALL QUALITY OF LIFE. HEALTH HOME CARE MANAGEMENT IS A SERVICE MODEL DESIGNED FOR MEDICAID BENEFICIARIES TO ENSURE EFFECTIVE COORDINATION AND MANAGEMENT OF CARE, LEADING TO POSITIVE HEALTH OUTCOMES FOR INDIVIDUALS. CIRCARE WAS CONTRACTED WITH 28 DIFFERENT CARE MANAGEMENT AGENCIES ACROSS THE 12 COUNTIES. CIRCARE'S HEALTH HOME FUTURE INCLUDES ADDING ADDITIONAL HEALTH HOME CARE MANAGEMENT AGENCIES AND EXPANDING THE CURRENT CIRCARE HEALTH HOME COVERAGE AREA INTO ADDITIONAL COUNTIES. AS WELL AS BEING A LEAD HEALTH HOME, CIRCARE IS A HEALTH HOME CARE MANAGEMENT AGENCY WITHIN THE CIRCARE HEALTH HOME NETWORK. THROUGH HEALTH HOME CARE MANAGEMENT, CIRCARE CARE MANAGERS PROVIDE CARE COORDINATION TO MEDICAID BENEFICIARIES WHO HAVE A SERIOUS MENTAL ILLNESS, WHO ARE LIVING WITH HIV/AIDS, OR WHO HAVE TWO OR MORE CHRONIC HEALTH CONDITIONS. CIRCARE CARE MANAGERS WORK WITH INDIVIDUALS TO DEVELOP AND MAINTAIN A COMPREHENSIVE PLAN FOR ACCESSING AND USING SERVICES AND SUPPORTS NECESSARY FOR THE PERSON'S HEALTH. AS A HEALTH HOME CARE MANAGEMENT AGENCY, CIRCARE PROVIDED CARE 5,845 MANAGEMENT SERVICES IN 2024. IN ADDITION, CIRCARE IS A STATE DESIGNATED ENTITY, ALLOWING THE AGENCY TO HELP CONNECT INDIVIDUALS TO CRITICAL HOME AND COMMUNITY BASED SERVICES. CIRCARE HAS PROVIDED THESE SERVICES TO SEVERAL HEALTH AND RECOVERY PLAN (HARP) MEMBERS AND IS CONTRACTED AS A PARTICIPATING PROVIDER WITH MANAGED CARE ORGANIZATIONS IN CENTRAL NEW YORK INCLUDING FIDELIS CARE, UNITED BEHAVIORAL HEALTHCARE, AND MOLINA HEALTHCARE. 526628 357446 ASSERTIVE COMMUNITY TREATMENT TEAM YOUTH (YACT) SEE SCHEDULE O FOR FURTHER DETAILS. THE YOUTH ASSERTIVE COMMUNITY TREATMENT TEAM (YACT) IS A MULTIDISCIPLINARY TEAM THAT INCLUDES PSYCHIATRY, SOCIAL WORK, VOCATIONAL, EDUCATIONAL AND FAMILY FOCUSED, COMMUNITY BASED SERVICES. THE TEAM SERVES YOUTH AGED 10 TO 21 IN THE COMMUNITY WHO ARE DIAGNOSED WITH A MENTAL HEALTH CONDITION AND MEET CRITERIA FOR SERIOUS EMOTIONAL DISTRUBANCE. THE ACT SERVICE MODEL IS AN EVIDENCED BASED PRACTICE DESIGNED SPECIFICALLY TO ASSIST INDIVIDUALS WHO ARE NOT WELL ENGAGED BY TRADITIONAL SERVICES. THE YOUTH ACT TEAM HAS BEEN OPERATIONAL ALMOST ALL YACT SERVICES ARE PROVIDED IN THE COMMUNITY, AT A PERSON'S HOME, A SHELTER, THE HOME OF FAMILY AND/OR FRIENDS, IN SCHOOL, AT MEDICAL SERVICE PROVIDERS, AND OTHER APPOINTMENTS. THE TEAM PROVIDED 849 SERVICES TO CLIENTS IN 2024. 1385554 184320 ASSERTIVE COMMUNITY TREATMENT TEAM (ACT) SEE SCHEDULE O FOR FURTHER DETAILS. THE ASSERTIVE COMMUNITY TREATMENT TEAM (ACT) IS A MULTIDISCIPLINARY TEAM THAT INCLUDES PSYCHIATRY, NURSING, SOCIAL WORK, VOCATIONAL, SUBSTANCE USE REHABILITATION AND A PEER SPECIALIST. THE TEAM SERVES INDIVIDUALS IN THE COMMUNITY WHO ARE DIAGNOSED WITH AND IMPAIRED BY A MENTAL HEALTH CONDITION. THE ACT SERVICE MODEL IS AN EVIDENCED BASED PRACTICE DESIGNED SPECIFICALLY TO ASSIST INDIVIDUALS WHO ARE NOT WELL ENGAGED BY TRADITIONAL SERVICES. IN 2024, THE ACT TEAM SERVED AN AVERAGE OF 60 INDIVIDUAL CLIENTS PER MONTH. THE MAJORITY OF ACT SERVICES ARE PROVIDED IN THE COMMUNITY, AT A PERSON'S HOME, A SHELTER, THE HOME OF FAMILY AND/OR FRIENDS, AT MEDICAL, AND OTHER APPOINTMENTS. THE TEAM PROVIDED 650 SERVICES TO CLIENTS IN A COMBINATION OF METHODS INCLUDING, INPERSON, TELEHEALTH, AND COLLATERAL CONTACT. 150347 79403 OTHER SERVICES 150347 79403 6229668 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 23 0 1 133 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JEFF JUSTICE 3154745506 518 JAMES STREET SYRACUSE NY 13203 X DANIEL KELLEY PRESIDENT 1.00 X 0 0 0 ERIC CHASE SECRETARY 1.00 X 0 0 0 KATHLEEN GAFFNEY-BABB PRESIDENT/CEO 1.00 40.00 X 0 399787 41519 DEBORAH DONAHUE BOARD MEMBER 1.00 X 0 0 0 MICHAEL VOLL BOARD MEMBER 1.00 X 0 0 0 JANICE JAMES BOARD MEMBER 1.00 X 0 0 0 STACY KEEFE BOARD MEMBER 1.00 X 0 0 0 SHANE MCCROHAN ESQ CHAIRPERSON 1.00 X X 0 0 0 MARTIN MCDERMOTT VICE CHAIRPERSON 1.00 X X 0 0 0 LISA MORROW-WHITTAKER SECRETARY 1.00 X X 0 0 0 TRAVIS SMITH TREASURER 1.00 X X 0 0 0 ROBERT JOHNSON BOARD MEMBER 1.00 X 0 0 0 SCOTT LICKSTEIN ESQ BOARD MEMBER 1.00 X 0 0 0 JAMES ANTONACCI BOARD MEMBER 1.00 X 0 0 0 SCOTT MCGUINNESS PHD BOARD MEMBER 1.00 X 0 0 0 JOSEPH ZIKUSKI BOARD MEMBER 1.00 X 0 0 0 CHERYL PUSZTAI BOARD MEMBER 1.00 X 0 0 0 JOHN BALZANO ESQ BOARD MEMBER 1.00 X 0 0 0 DAVID MATHIS BOARD MEMBER 1.00 X 0 0 0 JAMES D'ONOFRIO BOARD MEMBER 1.00 X 0 0 0 HELEN LOPEZ BOARD MEMBER 1.00 X 0 0 0 PATRICIA BUELL BOARD MEMBER 1.00 X 0 0 0 SCOTT EBNER THRU APRIL 2024 EXECUTIVE DIRECTOR 40.00 X 43685 0 4585 DAVID ZELLINGER THRU JULY 2024 CFO 40.00 X 59740 0 13 RUTH ANN RIPOSA SEE SCH O CEO 40.00 X 0 0 0 JENNIFER HARTER SEE SCH O CFO 40.00 X 0 0 0 103425 399787 46117 0 0 1 0 PRONEXUS LLC 115 SULLYS TRAIL SUITE 11 PITTSFORD NY 14534 MANAGMENT SERVICES 260018 1 2455015 151921 2606936 MEDICAID CASE MANAGEME 624100 2311118 2311118 PROGRAM SERVICE FEES 624100 131071 131071 2442189 109022 109022 84658 12946 71712 71712 71712 MISCELLANEOUS 900099 3899 3899 3899 5233758 2446088 0 180734 108023 108023 4136558 3607001 529557 69453 51251 18202 726952 591081 135871 400652 323564 77088 260018 260018 18603 18603 9800 9800 16855 16855 393490 228675 164815 58677 52816 5861 290671 241998 48673 506111 338990 167121 306220 242872 63348 116974 115359 1615 21364 13442 7922 44006 33823 10183 37144 23032 14112 SPECIFIC ASSISTANCE 367494 365764 1730 7889065 6229668 1659397 0 1105442 419392 2934425 1444087 1186247 1439730 397383 125822 235944 90142 1429477 1370945 103618 58532 1586443 1743990 1139994 922167 8689496 6243862 742078 1003574 1377877 988415 1550026 1805003 3669981 3796992 X 5019515 2446870 5019515 2446870 8689496 6243862 -2655307 82662 0 X X 0 1 X 1 0 X 3752160 4798616 4644927 3375292 2442189 19013184 7007402 6652684 4682454 3377285 2382647 24102472 10759562 11451300 9327381 6752577 4824836 43115656 0 0 0 43115656 51771 104663 54931 128277 109022 448664 51771 104663 54931 128277 109022 448664 1803 2629 767 17102 3899 26200 10813136 11558592 9383079 6897956 4937757 43590520 0.98910 0.99110 0.01030 0.00830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 305058 305058 0 1124419 1065887 58532 58532 RIGHT OF USE ASSETS - OPERATING LEASES 922167 922167 RIGHT OF USE ASSETS - OPERATING LEASES 917077 DUE TO FUNDING SOURCES 887926 1805003 5299565 82662 82662 5216903 16855 16855 5233758 7872210 0 7872210 16855 16855 7889065 1 X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN GAFFNEY-BABB PRESIDENT/CEO 0 399787 0 0 0 0 0 11748 0 29771 0 441306 0 0 FORM 990, PART VI, SECTION A, LINE 3 CIRCARE DELEGATED MANAGEMENT DUTIES TO PRONEXUS, LLC, AN UNRELATED ORGANIZATION, THAT PROVIDED CEO AND CFO SERVICES FOR A PORTION OF 2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD IN DRAFT FORM DURING THE ANNUAL AUDIT REVIEW. THE SUPPLEMENTAL NARRATIVE IS FINALIZED AND PRESENTED TO THE BOARD FOR FINAL APPROVAL DURING A SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND ANSWER A QUESTIONNAIRE TO DETERMINE IF ANY CONFLICTS EXIST. THE BOARD CHAIR WILL REVIEW THIS DOCUMENTATION AND DETERMINE IF ANY CONFLICT EXISTS. IN THE EVENT THAT A CONFLICT DOES EXIST, THE BOARD CHAIR WOULD THEN POINT THIS OUT AND/OR THE INDIVIDUAL WOULD NOT PARTICIPATE IN THE VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS SIMILIAR NOT FOR PROFIT ORGANIZATION USING GUIDESTAR.ORG WHEN DETERMINING APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG OR UPON REQUEST IN THE ACCOUNTING DEPARTMENT. CURRENTLY, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE. 990 PAGE 7, PART VII RUTH ANN RIPOSA, CEO AND JENNIFER HARTER, CFO WERE PROVIDED UNDER MANAGEMENT AGREEMENT WITH PRONEXUS, LLC; ALL AMOUNTS WERE PAID DIRECTLY TO PRONEXUS, LLC. FORM 990, PART XII, LINE 2C THE INDEPENDENT ACCOUNTANT REVIEWS THE DRAFT AUDIT WITH MANAGEMENT THEN THE APPROVED DRAFT IS PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL. THIS HAS NOT CHANGED FROM PRIOR YEAR. ADMINISTRATIVE SERVICES OF UPSTATE NY LLC 620 ERIE BLVD W SUITE 302 SYRACUSE NY 13204 473985952 CONSOLIDATE ADMIN FUNCTIONS AND OTHER SERVICES WITH OTHER NOT-FOR-PROFITS NY 0 25000 ONONDAGA CASE MANAGEMENT SERVICES INC HELIO HEALTH INC 518 JAMES STREET SUITE 240 SYRACUSE NY 13202 150532288 SERVICES TO INDIVIDUALS WITH SUBSTANCE USE AND MENTAL HEALTH DISORDERS NY 501 (C)(3) LINE 7 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 HELIO HEALTH INC M 96591 COSTS INCURRED