INDEPENDENT HEALTH ASSOCIATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT HEALTH ASSOCIATION INC (EIN 16-1080163)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201313169349302216
- Schema version
- 2012v2.1
- 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 | 2013-11-11T13:03:13-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
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 | 200 RENAISSANCE CENTER SUITE 3900 | 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 | 2012-01-01 | 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 | MICHAEL CROPP MD | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 7166313001 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI BOYCE | Name |
| PTIN | P00121981 | PTIN |
| Phone | 3133963000 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 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 | 1542720435 | 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 HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1240 | TotalNbrEmployees |
| Total Nbr Volunteers | 197 | TotalNbrVolunteers |
| Total Gross UBI | 58173828 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1207031999 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1355311963 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12576768 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12788782 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 63208988 | OtherRevenuePriorYear |
| Other Revenue Current Year | 58176913 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1282817755 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1426277658 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 543850 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 653465 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 1047641195 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 1254827966 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 116261330 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 105295614 | 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 | 105832903 | OtherExpensePriorYear |
| Other Expenses Current Year | 119294801 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1270279278 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1480071846 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12538477 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -53794188 | RevenuesLessExpensesCY |
| Total Assets BOY | 672797157 | TotalAssetsBOY |
| Total Assets EOY | 678726747 | TotalAssetsEOY |
| Total Liabilities BOY | 126927851 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 182454368 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 545869306 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 496272379 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1289575245 | Expense |
| Grants | 653465 | Grants |
| Revenue | 1355311963 | Revenue |
| Description | SEE SCHEDULE O.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 8 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. IHA OFFERS ITS MEMBERS HEALTH RISK MANAGEMENT TOOLS INCLUDING AN ONLINE HEALTH RISK ASSESSMENT AND USES INFORMATION OBTAINED FROM ITS DATA WAREHOUSE TO ANALYZE AND PREDICT POTENTIAL RISK AND DEVELOP SOLUTIONS TO HELP CONTROL PROBLEMS FOR MEMBERS. 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. IHA ALSO ESTABLISHED AN ADVANCED PATIENT CENTERED MEDICAL HOME (PCMH) PILOT PROGRAM IN JANUARY 2009. THE PCMH PROGRAM INCLUDED 18 DIVERSE PRIMARY CARE PRACTICES ACROSS WNY, 130 PHYSICIANS AND NEARLY 50,000 IHA MEMBERS. THE PRACTICES WORKED 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 WAS ALSO PROVIDED TO HELP IMPLEMENT NEW OFFICE PROCEDURES. ANOTHER IMPORTANT ASPECT OF THE PCMH MODEL WAS THAT IT ALSO INCLUDED 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 DEVOTED TIME AND FINANCIAL RESOURCES THAT ENABLED THE 130 PHYSICIANS IN THIS PROGRAM TO REDESIGN THEIR PRACTICES. IHA ALSO PROVIDED DETAILED MEMBER INFORMATION TO ENABLE OUR PHYSICIANS TO MANAGE CARE OPPORTUNITIES FOR IHA MEMBERS. THE 18 PRIMARY CARE PRACTICES INVOLVED IN THE PILOT PROGRAM ACHIEVED THE HIGHEST RECOGNITION BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA). THE PATIENT CENTRIC MODEL IS A VIABLE WAY TO ACHIEVE THE "TRIPLE AIM": BETTER CARE, IMPROVED SATISFACTION AND BENDING THE MEDICAL TREND. HEALTH CARE REFORM INITIATIVES ENCOURAGE THIS TYPE OF CARE DELIVERY AND IHA AND THESE PROGRESSIVE PRIMARY CARE PHYSICIAN PRACTICES ARE AT THE FOREFRONT OF WHAT THE NATION WILL BE DOING. IN 2012, IHA EVOLVED ITS SUCCESSFUL PCMH CARE MODEL FOR PRIMARY CARE(ESTABLISHED IN 2009) INTO A MORE COMPREHENSIVE PROGRAM FOR OUR COMMERCIAL AND MEDICARE ADVANTAGE LINES OF BUSINESS CALLED THE PRIMARY CONNECTION, WHICH OFFICIALLY BEGAN JULY 1, 2012. THE INITIATIVE CONNECTS A STRONG, COLLABORATIVE GROUP OF PRIMARY CARE PHYSICIAN PRACTICES WITH SPECIALISTS AND OTHER HEALTH CARE PROVIDERS. PRACTICES ARE UNDERGOING TRANSFORMATION TO IMPROVE CARE COORDINATION, ACCESS AND AVAILABILITY. THE PRIMARY CONNECTION FOSTERS INTERDEPENDENCY AND INTENSE COLLABORATION AMONG THE PRACTICES TO CREATE AND IMPLEMENT SPECIFIC CARE COORDINATION PROGRAMS (SUCH AS HOSPITAL ALTERNATIVE PROGRAMS, CARE TRANSITION PROGRAMS FROM HOSPITAL TO HOME), DESIGNATED PRACTICE RESOURCES (SUCH AS PHARMACISTS PROVIDING MEDICATION THERAPY MANAGEMENT, IMBEDDED BEHAVIORAL COUNSELORS WITHIN PRACTICES), AND CARE COORDINATION CONTRACTS BETWEEN PRIMARY AND SPECIALTY CARE PHYSICIANS. THE PRIMARY CONNECTION PRACTICES ARE CLOSELY MONITORED FOR PERFORMANCE AND ADHERENCE TO THE TENETS OF THE TRIPLE AIM. THESE PRACTICES ARE REIMBURSED UNDER AN INNOVATIVE HYBRID REIMBURSEMENT METHODOLOGY THAT RETAINS ELEMENTS OF FEE-FOR-SERVICE PAYMENT, BUT INCLUDES A RISK-ADJUSTED POPULATION-BASED CARE COORDINATION FEE AND A SHARED SAVINGS COMPONENT. THE HYBRID PAYMENT SYSTEM ALLOWS PRIMARY CARE PRACTICES TO MORE FULLY UTILIZE ANCILLARY NURSING AND MIDLEVEL STAFF, RECOGNIZES THE PRACTICE'S EFFORTS TO IMPLEMENT E-COMMUNICATION STRATEGIES, AND REWARDS EFFORTS TO WORK COOPERATIVELY AND EFFECTIVELY WITH HOSPITALS AND SPECIALTY PHYSICIANS TO REDUCE MEDICALLY UNNECESSARY SERVICES AND POTENTIALLY AVOIDABLE ADMISSIONS. THIS PROGRESSIVE APPROACH INITIALLY INVOLVED 21 PRACTICES, THEIR 140 PHYSICIANS AND MORE THAN 54,000 PATIENTS. AS PART OF IHA'S EFFORTS TO IMPROVE THE QUALITY, ACCESS AND AFFORDABILITY OF HEALTH CARE, THE HEALTH CARE INSURER IS ATTEMPTING TO REDUCE UNNECESSARY EMERGENCY ROOM VISITS AND PREVENT HOSPITAL ADMISSIONS AND READMISSIONS THROUGH VARIOUS INITIATIVES. IHA RECOGNIZES CARE COORDINATION AMONG PHYSICIANS AND OTHER HEALTH PROVIDERS INCLUDING HOSPITALS, NURSING HOMES AND OTHERS IMPROVES EFFICIENCY AND PATIENT OUTCOMES. IHA PROVIDES PRACTICE CARE COORDINATORS (PCC) TO THE 21 PHYSICIAN OFFICES OF THE PRIMARY CONNECTION. THE PCCS ARE WORKING RIGHT WITHIN PRIMARY CARE PRACTICES AS EXTENDED CASE MANAGERS TO ENSURE THE DELIVERY OF QUALITY, EFFICIENT AND COORDINATED HEALTH CARE SERVICES. USING A TEAM APPROACH WITH THE OFFICE PRACTICES TO OPTIMIZE A MEMBER'S CARE, THE PCC PLANS, COORDINATES AND EVALUATES ALL OPTIONS AND SERVICES AVAILABLE TO DEVELOP AN INDIVIDUALIZED PLAN FOR THE PATIENT.OTHER MEMBERSHIP SERVICES INCLUDE PREVENTIVE CARE WITH ACTIVE PARTICIPATION BY COMMUNITY ORGANIZATIONS IN INITIATIVES SUCH AS THE P2 COLLABORATIVE OF WESTERN NEW YORK (P2), 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 SHARING OF CLINICAL INFORMATION, AS WELL AS THE ADOPTION OF HEALTH INFORMATION TECHNOLOGY AND ELECTRONIC MEDICAL RECORDS, THROUGH ORGANIZATIONS SUCH AS HEALTHELINK.THE IHA HEALTH COACH PROGRAM OFFERS A BROAD RANGE OF SERVICES, INCLUDING EDUCATION AND CARE COORDINATION, TO IMPROVE THE HEALTH OF IHA MEMBERS AND EMPLOYEES. HEALTH COACHES ARE LICENSED REGISTERED NURSES, DIETITIANS, 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 TO HELP MEMBERS MAKE LASTING CHANGES TO ACHIEVE BETTER HEALTH AND WELL-BEING. EXAMPLES OF THEIR SUPPORT INCLUDE HELPING DEVELOP A DIET PLAN TO ASSIST WITH WEIGHT LOSS, ASSISTANCE WITH A SPECIFIC MEDICAL CONDITION OR COMPILING A LIST OF QUESTIONS FOR THE MEMBER TO ASK HIS/HER DOCTOR. OUR HEALTH COACHES AND DISEASE MANAGERS FREQUENTLY ENGAGE IN ON-SITE WORKPLACE WELLNESS ACTIVITIES, SUCH AS EMPLOYEE HEALTH FAIRS. THEY ALSO REGULARLY REACH OUT TO SUPPORT MEMBERS IDENTIFIED AS HAVING A CHRONIC DISEASE OR CARE OPPORTUNITY. IHA IS COMMITTED TO IMPROVING THE QUALITY, ACCESS AND AFFORDABILITY OF HEALTH CARE THROUGH MANY COMMUNITY OUTREACH PROGRAMS. IHA COMMUNITY HEALTH OUTREACH WORKERS (CHOWS) ARE BASED IN THE COMMUNITY, MAKING HOME VISITS TO MEDISOURCE MEMBERS IN NEED THROUGHOUT ERIE AND NIAGARA COUNTIES AND BUILDING RELATIONSHIPS IN TARGETED NEIGHBORHOODS TO PROMOTE HEALTH AND WELLNESS BEHAVIORS AND BELIEFS. CHOWS SPECIFICALLY WORK WITH HIGH-COST MEMBERS OR THOSE WHO INAPPROPRIATELY UTILIZE SERVICES, AS WELL AS HIGH-RISK PATIENTS WHO HAVE UNMANAGED OR END-STAGE CHRONIC DISEASES. THESE DEDICATED WORKERS ALSO PROVIDE CARE COORDINATION SERVICES TO MEMBERS IN NEED OF PREVENTIVE SERVICES, SCREENINGS OR A PRIMARY CARE PROVIDER, AND OFFER SPECIAL OUTREACH PROGRAMS SUCH AS THE MAMMOGRAPHY BUS. CHOWS COLLABORATE WITH IHA'S CASE MANAGEMENT DEPARTMENT TO BRING MEMBERS HOPE AND AN UNDERSTANDING OF COMPLEX ISSUES. 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. HEALTH HOMES ALSO REPORT QUALITY INDICATORS TO IHA. | Description |
| Total Program Service Expense | 1289575245 | 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 | 1 | 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 | 0 | 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 | 180 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1240 | 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 1 | 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 | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14221 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| ANTKOWIAK JOHN | |||||||||
| CHAIRPERSON | 12.00 | 1.00 | X | 63000 | 0 | 6188 | |||
| HEIMERL MICHAEL | |||||||||
| VICE CHAIRPERSON | 3.00 | X | 32300 | 0 | 6188 | ||||
| ANGERT STUART H | |||||||||
| SECOND VICE CHAIRPERSON | 3.00 | 1.00 | X | 31000 | 0 | 2076 | |||
| SULLIVAN NORA B | |||||||||
| SECRETARY | 3.00 | X | 31000 | 0 | 6188 | ||||
| COLANTUONO FRANK J | |||||||||
| BOARD MEMBER | 3.00 | X | 38000 | 0 | 6188 | ||||
| COTTON SHAWN | |||||||||
| BOARD MEMBER | 3.00 | X | 32700 | 0 | 6188 | ||||
| CULKIN JOHN J | |||||||||
| BOARD MEMBER | 3.00 | X | 31000 | 0 | 6188 | ||||
| KELSCH DONNA M | |||||||||
| BOARD MEMBER | 3.00 | X | 31000 | 0 | 6188 | ||||
| MARTINO ANTHONY B | |||||||||
| BOARD MEMBER | 3.00 | X | 31000 | 0 | 3609 | ||||
| MCDUFFIE BRENDA W | |||||||||
| BOARD MEMBER | 3.00 | 1.00 | X | 31000 | 0 | 6188 | |||
| ROBINSON DONALD | |||||||||
| BOARD MEMBER | 3.00 | X | 42738 | 0 | 6188 | ||||
| STEHLIK EDWARD | |||||||||
| BOARD MEMBER | 3.00 | X | 39300 | 0 | 6188 | ||||
| SUDIT MOISES | |||||||||
| BOARD MEMBER | 3.00 | X | 38000 | 0 | 0 | ||||
| SUNDELL DUANE J | |||||||||
| BOARD MEMBER | 3.00 | X | 31000 | 0 | 0 | ||||
| TILLOTSON JR RICHARD T | |||||||||
| BOARD MEMBER | 3.00 | 1.00 | X | 31000 | 0 | 6188 | |||
| WALSH III JOHN N | |||||||||
| BOARD MEMBER | 3.00 | 1.00 | X | 31000 | 0 | 0 | |||
| WEISS SIDNEY N | |||||||||
| BOARD MEMBER | 3.00 | X | 38000 | 0 | 6188 | ||||
| WINGATE R MARSHALL | |||||||||
| BOARD MEMBER | 3.00 | X | 31000 | 0 | 6188 | ||||
| CROPP MICHAEL W | |||||||||
| PRESIDENT & CEO | 33.00 | 21.00 | X | 1508361 | 0 | 373154 | X | ||
| JOHNSON MARK | |||||||||
| EVP & CFO | 36.00 | 16.00 | 1623883 | 0 | 344911 | X | |||
| FOELS THOMAS J | |||||||||
| EVP-CHIEF MED. OFFICER | 42.00 | 14.00 | 544810 | 0 | 115011 | X | |||
| DIGIULIO LAWRENCE C | |||||||||
| VP & GENERAL COUNSEL | 5.00 | 7.00 | 416182 | 0 | 35983 | X | |||
| MINEO JOHN ESQ | |||||||||
| SECRETARY, GENERAL COUNSEL | 27.00 | 11.00 | 219939 | 0 | 12910 | X | |||
| DUNNE CARLEEN A | |||||||||
| GOVT PRG COMPLIANCE OFF | 40.00 | 10.00 | 94351 | 0 | 33870 | X | |||
| TULYK-ROSSI LAURA | |||||||||
| COMPLIANCE OFFICER | 7.00 | 44.00 | 88796 | 0 | 17670 | X | |||
| MCDONALD AMY R | |||||||||
| GOVT PRG COMPLIANCE OFF | 11.00 | 38174 | 0 | -4408 | X | ||||
| RODGERS JOHN R | |||||||||
| EVP-CHIEF OPERATING OFF | 37.00 | 16.00 | 625970 | 0 | 229392 | X | |||
| SYRACUSE JILL | |||||||||
| EVP-CHIEF SERVICING OFF | 22.00 | 30.00 | 532415 | 0 | 220921 | X | |||
| PENTKOWSKI ANN M | |||||||||
| SVP-CHIEF ACT & UNDERWRI | 35.00 | 16.00 | 461231 | 0 | 160790 | X | |||
| FASO MICHAEL J | |||||||||
| SVP-FINANCE & BUS DEVEL | 25.00 | 22.00 | 345159 | 0 | 267105 | X | |||
| CUMMING GORDON B | |||||||||
| SVP-CHIEF ADMIN OFFICER | 27.00 | 1.00 | 464775 | 0 | 77211 | X | |||
| FELDMAN JUDITH ANN | |||||||||
| SVP-INFORMATION TECHNOLO | 35.00 | 20.00 | 343635 | 0 | 102404 | X | |||
| DISERAFINO LOUIS | |||||||||
| CHIEF RISK OFFICER | 45.00 | 9.00 | 355601 | 0 | 36950 | X | |||
| MCGUIRE NORA K | |||||||||
| SVP-CHIEF MARKETING OFF | 32.00 | 20.00 | 343472 | 0 | 7507 | X | |||
| WALLESHAUSER JAMES B | |||||||||
| VP - OFFICE STRATEGY | 27.00 | 28.00 | 263667 | 0 | 46428 | X | |||
| MENARD PAMELA | |||||||||
| SVP-HEALTHCARE DELIVERY INNOVATION | 32.00 | 17.00 | 273075 | 0 | 110248 | X | |||
| DONOVAN DAVID W | |||||||||
| VP - SALES | 33.00 | 19.00 | 336288 | 0 | 31452 | X | |||
| SAME J BRIAN | |||||||||
| ASSOC. MED DIRECTOR | 29.00 | 12.00 | 267249 | 0 | 57112 | X | |||
| BASILE WILLIAM R | |||||||||
| VP-ACTUARIAL/UNDERWRITING/INFORMATICS | 18.00 | 32.00 | 259875 | 0 | 43719 | X | |||
| MYLOTTE KATHLEEN MARIE | |||||||||
| ASSOC. MED DIRECTOR | 31.00 | 10.00 | 272546 | 0 | 25990 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10313492 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2432459 | TotalOtherCompensation |
| Number Individuals GT100 K | 148 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 DRIVE | BUFFALO | NY | 14221 | MEDICAL & PHARMACY BENEFIT SERVICES | 972304891 |
| COMPUTER TASK GROUP | |||||
| PO BOX 711778 | CINICINNATI | OH | 452711778 | PRODUCTION & PROJECT SUPPORT SERVICES | 16068930 |
| HEALTHEDGE SOFTWARE INC | |||||
| PO BOX 347589 | PITTSBURGH | PA | 152514589 | PRODUCTION & PROJECT SUPPORT SERVICES | 7934838 |
| SIRIUS COMPUTER SOLUTIONS | |||||
| 4810 KIRKWOOD ROAD | COHOCTON | NY | 14826 | SALE & MAINTENANCE OF SERVERS | 7878986 |
| HEALTHPLEX IPA | |||||
| 333 EARLE OVINGTON BLVD | UNIONDALE | NY | 115533608 | DENTAL BENEFITS COMPANY | 5671431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 194 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREMIUMS, COB & REINS | Description |
| Business Code | 524114 | BusinessCode |
| Total Revenue Column | 1355311963 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1355311963 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1355311963 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11651834 | TotalRevenueColumn |
| Exclusion | $11,651,834 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3900 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 815 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3085 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3085 | TotalRevenueColumn |
| Exclusion | $3,085 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 117578910 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 116346054 | Securities |
| Other | 95908 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1232856 | Securities |
| Other | -95908 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1136948 | TotalRevenueColumn |
| Exclusion | $1,136,948 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSULTING | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 58173828 | TotalRevenueColumn |
| Unrelated Business Revenue | 58173828 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 58173828 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1426277658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1355311963 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 58173828 | UnrelatedBusinessRevenue |
| Exclusion | $12,791,867 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509500 | Total |
| Program Services | 509500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143965 | Total |
| Program Services | 143965 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1254827966 | Total |
| Program Services | 1254827966 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11068392 | Total |
| Management And General | 11068392 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65247032 | Total |
| Program Services | 10029152 | ProgramServices |
| Management And General | 55217880 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10722637 | Total |
| Program Services | 921000 | ProgramServices |
| Management And General | 9801637 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12619230 | Total |
| Program Services | 1916324 | ProgramServices |
| Management And General | 10702906 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5638323 | Total |
| Program Services | 823102 | ProgramServices |
| Management And General | 4815221 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278727 | Total |
| Management And General | 278727 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248366 | Total |
| Management And General | 248366 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174816 | Total |
| Management And General | 174816 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967437 | Total |
| Management And General | 967437 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30052597 | Total |
| Program Services | 546434 | ProgramServices |
| Management And General | 29506163 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5708421 | Total |
| Program Services | 175433 | ProgramServices |
| Management And General | 5532988 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9292274 | Total |
| Program Services | 432655 | ProgramServices |
| Management And General | 8859619 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21179896 | Total |
| Program Services | 2776472 | ProgramServices |
| Management And General | 18403424 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7911662 | Total |
| Management And General | 7911662 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388957 | Total |
| Program Services | 62216 | ProgramServices |
| Management And General | 326741 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64436 | Total |
| Program Services | 40309 | ProgramServices |
| Management And General | 24127 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15752388 | Total |
| Management And General | 15752388 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2234724 | Total |
| Program Services | 1350726 | ProgramServices |
| Management And General | 883998 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT & CHARITY, GME | 13636774 | 13636774 | 0 | 0 |
| FAMLIY CHOICE | 4124372 | 0 | 4124372 | 0 |
| MISCELLANEOUS | 3633818 | 1383217 | 2250601 | 0 |
| NYS ASSESSMENT | 2064787 | 0 | 2064787 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1580349 | Total |
| Management And General | 1580349 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1480071846 | Total |
| Program Services | 1289575245 | ProgramServices |
| Management And General | 190496601 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60536178 | BOY |
| EOY | 24619375 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86424404 | BOY |
| EOY | 101490542 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11871620 | BOY |
| EOY | 15079818 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 148247875 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 93830345 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44510971 | BOY |
| EOY | 54417530 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299108574 | BOY |
| EOY | 307001651 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 601001 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2396667 | BOY |
| EOY | 2394668 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167948743 | BOY |
| EOY | 173122162 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672797157 | BOY |
| EOY | 678726747 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58805445 | BOY |
| EOY | 73889799 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6324 | BOY |
| EOY | 6098 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12608512 | BOY |
| EOY | 17184761 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1260068 | BOY |
| EOY | 1604472 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54247502 | BOY |
| EOY | 89769238 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126927851 | BOY |
| EOY | 182454368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419149742 | BOY |
| EOY | 340663407 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126719564 | BOY |
| EOY | 155608972 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545869306 | BOY |
| EOY | 496272379 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672797157 | BOY |
| EOY | 678726747 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -53794188 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4197261 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
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 | 18316583 | OtherCostOrOtherBasis |
| Depreciation | 5157472 | Depreciation |
| Book Value | 13159111 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10484667 | OtherCostOrOtherBasis |
| Depreciation | 3407265 | Depreciation |
| Book Value | 7077402 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31170494 | OtherCostOrOtherBasis |
| Depreciation | 26086429 | Depreciation |
| Book Value | 5084065 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87733418 | OtherCostOrOtherBasis |
| Depreciation | 59179179 | Depreciation |
| Book Value | 28554239 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 54417530 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENTS RESTRICTED AS TO USE | 62926845 |
| INVESTMENTS IN AFFILIATES | 110195317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 173122162 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BENEFITS PAYABLE | $15,937,461 |
| CAPITATION PAYABLE | $64,901,047 |
| PLEDGE TO IHF | $820,000 |
| PENSION LIABILITY OBLIGATION | $8,110,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 89769238 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1425209220 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4197261 | NetUnrealizedGainsInvestments |
| Other Revenues | -1344806 | OtherRevenues |
| Revenue Not Rptd F990 | 2852455 | RevenueNotRptdF990 |
| Revenue Subtotal | 1422356765 | RevenueSubtotal |
| Other Revenues Not Included | 3920893 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3920893 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1426277658 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1470952216 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -3920893 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -3920893 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1474873109 | ExpensesSubtotal |
| Other Expenses Not Included | 5198737 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5198737 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1480071846 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | LONG TERM INCENTIVE DEFERRED COMPENSATION PLAN IS 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) 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 & PENALITES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2012. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME -1,344,580. P4P GRANT EXPENSES NETTED AGAINST OTHER INCOME -226. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| COB REVENUE 884,082. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B -815. MASON & NYS REINSURANCE 1,775,738. REINSURANCE ADJUSTMENT 61,062. RX REBATE 1,200,826. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| COB REVENUE -884,082. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B 815. MASON & NYS REINSURANCE -1,775,738. REINSURANCE ADJUSTMENT -61,062. RX REBATE -1,200,826. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME 1,344,580. P4P GRANT EXPENSE 226. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 3,853,932. ROUNDING -1. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICE | REINSURANCE | 62997 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENT | 3810000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3872997 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 3872997 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| THEATRE OF YOUTH | |||||||||
| 203 ALLEN STREET | BUFFALO | NY | 14201 | 237286004 | 501(C)(3) | 100000 | 0 | TO IMPACT THE HEALTH OF YOUTH THROUGH LIVE THEATRE. STRATEGIC TRANSFORMATION SPONSORSHIP | |
| SENECA DIABETES FOUNDATION | |||||||||
| PO BOX 309 | IRVING | NY | 140810309 | 203214056 | 501(C)(3) | 40000 | 0 | SUPPORT THE MISSION TO PROVIDE EDUCATION OUTREACH, PREVENTION AWARENESS, AND FUND RESEARCH TO IMPROVE THE LIVES OF THOSE AFFECTED WITH DIABETES | |
| BUFFALO NIAGARA PARTNERSHIP | |||||||||
| PO BOX 53 | BUFFALO | NY | 14205 | 160365700 | 501(C)(3) | 30000 | 0 | STRATEGIC SUPPORT FOR COMMUNITY | |
| P2 COLLABORATIVE | |||||||||
| 6225 SHERIDAN DRIVE SUITE 206 | WILLIAMSVILLE | NY | 14221 | 421604185 | 501(C)(3) | 30000 | 0 | SUPPORT THE ORGANIZATION'S COMMITMENT TO COLLABORATION AND IMPROVING THE HEALTH OF ALL INDIVIDUALS IN WNY. STRATEGIC TRANSFORMATION SPONSORSHIP | |
| SHEA'S PERFORMING ARTS CENTER | |||||||||
| 646 MAIN STREET | BUFFALO | NY | 142021978 | 161158412 | 501(C)(3) | 35000 | CORPORATE SPONSORSHIP TO SUPPORT THE ARTS AND IMPROVE INDIVIDUALS' WELL-BEING AND QUALITY OF LIFE | ||
| CANISIUS COLLEGE | |||||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | 160743942 | 501(C)(3) | 20000 | GENERAL SUPPORT - 2012 REGENTS SCHOLARSHIP BALL & CONFERENCE | ||
| JAMES P WILMOT CANCER CENTER | |||||||||
| ADVANCEMENT CENTER 300 E RIVER RD | ROCHESTER | NY | 14627 | 160743209 | 501(C)(3) | 75000 | GENERAL SUPPORT FOR RPCI-WILMOT CANCER CENTER COLLABORATION | BOX 278996 | |
| BUFFALO URBAN LEAGUE | |||||||||
| 15 E GENESEE ST | BUFFALO | NY | 14203 | 160743940 | 501(C)(3) | 25000 | SUPPORT TO EMPOWER MINORITIES AND DISADVANTAGE INDIVDIUALS, SPECIFICALLY IN THE AREAS OF HEALTH AND QUALITY OF LIFE | ||
| UNIVERSITY AT BUFFALO FOUNDATION | |||||||||
| BOX 900 | BUFFALO | NY | 14226 | 160865182 | 501(C)(3) | 25000 | STRATEGIC SUPPORT FOR COMMUNITY | ||
| LEADERSHIP BUFFALO | |||||||||
| 237 MAIN STREET - SUITE 1500 | BUFFALO | NY | 142032720 | 161363536 | 501(C)(3) | 22000 | STRATEGIC SUPPORT COMBINING COMMUNITY SUPPORT, VISIBILIY AND ALIGNMENT WITH OUR MISSION | ||
| CATHOLIC CHARITIES OF BUFFALO NEW YORK | |||||||||
| 741 DELAWARE AVENUE | BUFFALO | NY | 14209 | 160743251 | 501(C)(3) | 10000 | GENERAL SUPPORT - 2012 CORPORATE APPEAL | ||
| BUFFALO ZOO (ZOOLOGICAL SOCITY OF BUFFALO INC) | |||||||||
| 300 PARKSIDE AVENUE | BUFFALO | NY | 14214 | 160911204 | 501(C)(3) | 20000 | GENERAL SUPPORT TO INCOPORATE FUN FAMILY FITNESS ACTIVITIES AT BUFFALO ZOO TO SUPPORT COMMUNITY HEALTH ENGAGEMENT | ||
| TASTE OF BUFFALO INC | |||||||||
| 276 GREENWOOD COURT | EAST AURORA | NY | 14052 | 161390601 | 501(C)(6) | 15500 | GENERAL SUPPORT FOR THE 2012 TASTE OF BUFFALO | ||
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | 135644916 | 501(C)(3) | 8000 | GENERAL SUPPORT TO ORGANIZATION ALIGNED WITH OUR MISSION | ||
| BUFFALO PHILHARMONIC ORCHESTRA | |||||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | 160755739 | 501(C)(3) | 12500 | CORPORATE SPONSORHIP TO SUPPORT THE ARTS AND IMPROVE INDIVIDUALS' WELL BEING AND QUALITY OF LIFE | ||
| 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 | ||
| HERITAGE CENTERS ERIE COUNTY | |||||||||
| 101 OAK STREET | BUFFALO | NY | 14203 | 160769044 | 501(C)(3) | 7500 | GENERAL SUPPORT - STRIDE WITH PRIDE RUN/WALK | ||
| CANISIUS COLLEGE ATHLETICS | |||||||||
| 2001 MAIN STREET | BUFFALO | NY | 14208 | 160743942 | 501(C)(3) | 6000 | GENERAL SUPPORT - COPORATE SPONSORSHIP | ||
| SUMMIT EDUCATIONAL RESOURCES INC | |||||||||
| 150 STAHL ROAD | GETZVILLE | NY | 14068 | 161095750 | 501(C)(3) | 5000 | GENERAL SUPPORT - 2012 AUTISM AWARENESS WALK | ||
| NFJC | |||||||||
| 360 DELAWARE AVENUE ROOM 106 | BUFFALO | NY | 14202 | 203185568 | 501(C)(3) | 5500 | GENERAL SUPPORT - ORGANIZATION ALIGNED WITH OUR MISSION | ||
| OPPORTUNITIES UNLIMITED OF NIAGARA | |||||||||
| 1555 FACTORY OUTLET BLVD | NIAGARA FALLS | NY | 14304 | 222221343 | 501(C)(3) | 5000 | GENERAL SUPPORT - CORPORATE SPONSORSHIP | ||
| AMERICAN HEART ASSOCIATION | |||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | 5000 | SUPPORT THE ENCOURAGEMENT OF HEALTHY LIFESTYLES TO PREVENT CARDIOVASCULAR DISEASES AND STROKES | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 21 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | 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 THE GENERAL LEDGER, PRIMARILY UNDER 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 |
| 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 (19 entries)
| TitleTitle | 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 | ||||||||||||||
| PRESIDENT & CEO | 863202 | 0 | 631742 | 0 | 13417 | 0 | 321976 | 0 | 51178 | 0 | 1881515 | 0 | 0 | 0 |
| JOHNSON MARK | ||||||||||||||
| EVP & CFO | 595738 | 0 | 1000056 | 0 | 28089 | 0 | 297662 | 0 | 47249 | 0 | 1968794 | 0 | 510512 | 0 |
| FOELS THOMAS J | ||||||||||||||
| EVP-CHIEF MED. OFFICER | 345692 | 0 | 174015 | 0 | 25103 | 0 | 75170 | 0 | 39841 | 0 | 659821 | 0 | 15965 | 0 |
| DIGIULIO LAWRENCE C | ||||||||||||||
| VP & GENERAL COUNSEL | 110206 | 0 | 52500 | 0 | 253476 | 0 | 22900 | 0 | 13083 | 0 | 452165 | 0 | 0 | 0 |
| MINEO JOHN ESQ | ||||||||||||||
| SECRETARY, GENERAL COUNSEL | 209890 | 0 | 0 | 0 | 10049 | 0 | 0 | 0 | 12910 | 0 | 232849 | 0 | 0 | 0 |
| RODGERS JOHN R | ||||||||||||||
| EVP-CHIEF OPERATING OFF | 371007 | 0 | 241996 | 0 | 12967 | 0 | 172547 | 0 | 56845 | 0 | 855362 | 0 | 0 | 0 |
| SYRACUSE JILL | ||||||||||||||
| EVP-CHIEF SERVICING OFF | 305586 | 0 | 223452 | 0 | 3377 | 0 | 187961 | 0 | 32960 | 0 | 753336 | 0 | 0 | 0 |
| PENTKOWSKI ANN M | ||||||||||||||
| SVP-CHIEF ACT & UNDERWRI | 307750 | 0 | 130500 | 0 | 22981 | 0 | 135231 | 0 | 25559 | 0 | 622021 | 0 | 0 | 0 |
| FASO MICHAEL J | ||||||||||||||
| SVP-FINANCE & BUS DEVEL | 242738 | 0 | 80500 | 0 | 21921 | 0 | 249569 | 0 | 17536 | 0 | 612264 | 0 | 0 | 0 |
| CUMMING GORDON B | ||||||||||||||
| SVP-CHIEF ADMIN OFFICER | 194938 | 0 | 130500 | 0 | 139337 | 0 | 65657 | 0 | 11554 | 0 | 541986 | 0 | 0 | 0 |
| FELDMAN JUDITH ANN | ||||||||||||||
| SVP-INFORMATION TECHNOLO | 235642 | 0 | 94000 | 0 | 13993 | 0 | 82931 | 0 | 19473 | 0 | 446039 | 0 | 0 | 0 |
| DISERAFINO LOUIS | ||||||||||||||
| CHIEF RISK OFFICER | 251193 | 0 | 82110 | 0 | 22298 | 0 | 17118 | 0 | 19832 | 0 | 392551 | 0 | 0 | 0 |
| MCGUIRE NORA K | ||||||||||||||
| SVP-CHIEF MARKETING OFF | 234470 | 0 | 90000 | 0 | 19002 | 0 | 0 | 0 | 7507 | 0 | 350979 | 0 | 0 | 0 |
| WALLESHAUSER JAMES B | ||||||||||||||
| VP - OFFICE STRATEGY | 180884 | 0 | 63000 | 0 | 19783 | 0 | 28645 | 0 | 17783 | 0 | 310095 | 0 | 0 | 0 |
| MENARD PAMELA | ||||||||||||||
| SVP-HEALTHCARE DELIVERY INNOVATION | 212385 | 0 | 58436 | 0 | 2254 | 0 | 101874 | 0 | 8374 | 0 | 383323 | 0 | 0 | 0 |
| DONOVAN DAVID W | ||||||||||||||
| VP - SALES | 222256 | 0 | 112114 | 0 | 1918 | 0 | 29789 | 0 | 1663 | 0 | 367740 | 0 | 0 | 0 |
| SAME J BRIAN | ||||||||||||||
| ASSOC. MED DIRECTOR | 249828 | 0 | 11127 | 0 | 6294 | 0 | 39982 | 0 | 17130 | 0 | 324361 | 0 | 0 | 0 |
| BASILE WILLIAM R | ||||||||||||||
| VP-ACTUARIAL/UNDERWRITING/INFORMATIC | 190660 | 0 | 51408 | 0 | 17807 | 0 | 25743 | 0 | 17976 | 0 | 303594 | 0 | 0 | 0 |
| MYLOTTE KATHLEEN MARIE | ||||||||||||||
| ASSOC. MED DIRECTOR | 258373 | 0 | 11621 | 0 | 2552 | 0 | 16415 | 0 | 9575 | 0 | 298536 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | 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. $296,183 WAS RECEIVED IN 2012 AND $196,876 WAS REPORTED AS TAXABLE COMPENSATION. | |
| PART III | THE FOLLOWING LISTED PERSONS FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH. 2012 AMOUNTS RECEIVED AND ACCRUED INCLUDED: SALARY AND HEALTH BENEFIT COMPONENTS. 1) GORDON CUMMING - RECEIVED $130,212 DURING 2012 WITH $177,323 ACCRUED AT 12/31/12 WITH AN END DATE OF 07/13; AND 2) LAWRENCE DIGIULIO - RECEIVED $247,692 DURING 2012 WITH $103,183 ACCRUED AT 12/31/12 WITH AN END DATE OF 04/13. | SUPPLEMENTAL INFORMATION |
| 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 VII, SECTION A, COLUMN F: $226,573 MARK JOHNSON: AMOUNT RECEIVED: $663,420; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $152,908. JOHN RODGERS: AMOUNT RECEIVED: $0; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $98,712. ANN PENTKOWSKI: AMOUNT RECEIVED $0; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $71,618. JILL SYRACUSE: AMOUNT RECEIVED $0; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $86,341. THOMAS J. FOELS: AMOUNT RECEIVED $0; VALUE DECREASE INCLUDED IN PART VII, SECTION A, COLUMN F: ($15,965). JUDITH FELDMAN: AMOUNT RECEIVED $0; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $52,384. GORDON CUMMING: AMOUNT RECEIVED $0; VALUE INCREASE INLCUDED IN PART VII, SECTION A, COLUMN F: $47,978. MICHAEL J. FASO: AMOUNT RECEIVED $0; VALUE INCREASE INCLUDED IN PART VII, SECTION A, COLUMN F: $179,755. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (9 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| EAST AURORA FAMILY PRACTICE | |||
| PARTNERSHIP MORE THAN 5% OWNED BY SHAWN COTTON, CURRENT BOARD MEMBER | 598919 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE | 0 |
| TONAWANDA PEDIATRICS | |||
| PARTNERSHIP MORE THAN 5% OWNED BY MICHAEL HEIMERL, CURRENT BOARD MEMBER | 2142782 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE | 0 |
| BUFFALO GERIATRIC AND REHABILITATION MEDICINE LLP | |||
| PARTNERSHIP MORE THAN 5% OWNED BY KATHLEEN MYLOTTE, CURRENT KEY EMPLOYEE | 350111 | PAYMENTS TO PROVIDER FOR HEALTHCARE SERVICES RENDERED TO IHA MEMBERS | 0 |
| WALSH DUFFIELD COMPANIES | |||
| ENTITY INDIRECTLY OWNED BY MORE THAN 35% BY JOHN WALSH,CURRENT BOARD MEMBER | 478932 | BROKER OF IHA PRODUCTS | 0 |
| DONALD W ROBINSON MD | |||
| 100% OWNERSHIP IN MEDICAL PRACTICE BY DR.DONALD ROBINSON, CURRENT BOARD MEM | 473806 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE | 0 |
| AMERICA'S HEATH INSURANCE PLANS | |||
| SHARED BOARD MEMBER, DR. MICHAEL CROPP | 207351 | SERVICE PROVIDER (MEMBERSHIP DUES, LOBBYING ACTIVITIES) | 0 |
| NORTHTOWNS MEDICAL GROUP | |||
| PARTNERSHIP MORE THAN 5% OWNED BY EDWARD STEHLIK, CURRENT BOARD MEMBER | 384897 | INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE | 0 |
| WESTERN NEW YORK HEALTHENET | |||
| SHARED INTERESTED PERSON, JUDITH FELDMAN | 120000 | FUNDING OF OPERATIONS | 0 |
| ALDEN PHARMACY INC | |||
| 40% OWNED BY JOHN RODGERS, CURRENT KEY EMPLOYEE | 887050 | PROVIDING PHARMACY SERVICES TO INDEPENDENT HEALTH | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| ExplanationExplanation | Return ReferenceReturnReference |
|---|---|
| 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. OUR 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 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 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 COMMUNITY WELLNESS AWARENESS PROGRAMS, AND PRACTICE EXCELLENCE, THE NATIONALLY RECOGNIZED PAY FOR PERFORMANCE PROGRAM. IHA ALSO 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 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 P2'S DESIGNATED DATA MANAGEMENT VENDOR, VIPS, WHO PERFORMS DATA AGGREGATION AND ANALYSIS. THE P2 COLLABORATIVE THEN 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. THERE IS ALSO THE COMMUNITY ELECTRONIC MEDICAL RECORDS (EMR) PROGRAM THAT 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 EMRS 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, HAS BEEN DEVOTED TOWARD IMPLEMENTATION OF EMRS 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 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 $14 MILLION DURING 2012. IHA IS THE PRIMARY DEVELOPER OF MY ONLINE RECORD TO ACCESS RESOURCES (MORTAR), A SOFTWARE PROGRAM DESIGNED SPECIFICALLY FOR UNDERSERVED COMMUNITY POPULATIONS TO IDENTIFY HEALTH AND SOCIAL CONCERNS AND THEN ASSIST PEOPLE IN CONNECTING WITH SERVICES TO ADDRESS THESE ISSUES. 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 SOCIAL AND ENVIRONMENTAL BARRIERS THESE POPULATIONS OFTEN ENCOUNTER IN ACCESSING HEALTH CARE. MORTAR 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, AS WELL AS ADDRESSING OTHER SOCIAL DETERMINANTS OF HEALTH, FOR EXAMPLE HEATING SUPPORT AND OBTAINING PERSONAL HYGIENE ITEMS. IHA CONTRIBUTED MORE THAN 57 HOURS OF PERSONNEL SUPPORT TO THIS INITIATIVE AND INVESTED MORE THAN $94,000 IN 2012. IT IS OUR HOPE THE PROGRAM WILL PROVIDE SUPPORT TO HEALTH AND HUMAN RESOURCE ORGANIZATIONS, SOCIAL SERVICE AGENCIES, COMMUNITY HEALTH WORKERS, HEALTH CARE PROVIDERS, AND OTHERS, AS WE ATTEMPT TO BRIDGE THE GAP BETWEEN SOCIAL AND MEDICAL PROBLEMS. MORTAR WILL SUPPORT THESE ORGANIZATIONS AS THEY ATTEMPT TO IMPROVE THEIR CLIENTS' LIVES AND ADDRESS SOCIAL PROBLEMS WITH SOCIAL SOLUTIONS, RATHER THAN MEDICAL SOLUTIONS. THERE IS AN EXPECTATION THAT THIS PROGRAM CAN BE BROUGHT TO OTHERS 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 EXHIBIT 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 2012, 184 IHA EMPLOYEES SERVED AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 30 COMMUNITY EVENTS, WHICH REPRESENTED 552 HOURS OF VOLUNTEER TIME. IHA ENCOURAGES ITS MANAGEMENT TEAM AND EMPLOYEES TO SUPPORT THE LOCAL COMMUNITY. TO THIS END, WE ARE PROUD TO SAY THAT 125 OF OUR MANAGEMENT TEAM ARE VOLUNTEERS OR ACTIVE PARTICIPANTS AS DIRECTORS ON COMMUNITY BOARDS. THE IHA 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 IHA EMPLOYEES. THE PROGRAM IS EMPLOYEE-DRIVEN WITH A GOAL TO BROADLY SUPPORT MANY 501(C)(3) ORGANIZATIONS THROUGHOUT WESTERN NEW YORK. IN 2012, IHA RAISED MORE THAN $150,000 FOR NON-PROFIT ORGANIZATIONS IN OUR COMMUNITY. IN ADDITION, IHA EMPLOYEES 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. THE 2012-2013 CAMPAIGN RAISED $90,591. THE COMMUNITY ALSO BENEFITS FROM IHA'S SPONSORSHIPS THAT PROMOTE HEALTH AND WELLNESS. ONE EXAMPLE IS IHA'S 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. | |
| THERE IS ALSO A UNIQUE PARTNERSHIP WITH THE YMCA BUFFALO NIAGARA AND IHA THAT INTEGRATES PERSONAL AND FAMILY FITNESS OPPORTUNITIES WITH ONSITE MEDICAL SERVICES IN A NEW STATE-OF-THE-ART, 92,000-SQUARE-FOOT FACILITY THAT OPENED IN EARLY 2013. IHA HAS PROVIDED $2 MILLION TOWARDS THIS INITIATIVE. THE CLINICIANS FROM OUR CASE AND DISEASE MANAGEMENT DEPARTMENT WORK COLLABORATIVELY WITH THE YMCA AND INDEPENDENT HEALTH FOUNDATION TO OFFER CLASSES IN AN INDEPENDENT HEALTH INFORMATION CENTER ONSITE AT THE YMCA BRANCH. PROGRAMS COVER TOPICS INCLUDING HOW TO MANAGE CHRONIC DISEASES SUCH AS DIABETES AND DEPRESSION, AS WELL HEALTH AND WELLNESS PROGRAMS AND CUSTOMIZED FITNESS PROGRAMS TARGETING OBESITY. YMCA BUFFALO NIAGARA AND IHA ALSO TEAMED UP WITH LOCAL PARKS IN THE SUMMER OF 2012 TO PROMOTE THE VALUE OF A HEALTHY LIFESTYLE AND ENCOURAGE WESTERN NEW YORK RESIDENTS TO PARTICIPATE IN PHYSICAL ACTIVITY. THROUGHOUT THE MONTHS OF JUNE, JULY AND AUGUST THE WNY COMMUNITY WAS ABLE TO PARTICIPATE IN FREE 60-MINUTE FITNESS CLASSES WITH YMCA-CERTIFIED INSTRUCTORS AT SIX AREA PARKS. IHA AND THE YMCA ALSO DEVELOPED THE FITNESS PROGRAM FITSTART, A STRUCTURED, EVIDENCE-BASED, 12-WEEK EXERCISE PROGRAM DESIGNED AROUND THE CONCEPT OF SMALL GROUP PERSONAL TRAINING (8-10 PARTICIPANTS TO TWO PERSONAL TRAINERS) TO INDIVIDUALS HOW TO SAFELY AND EFFECTIVELY EXERCISE. PARTICIPANTS LEARN HOW TO DESIGN AN EXERCISE PROGRAM, AS WELL AS DEVELOP A SENSE OF BELONGING AND BUILD RELATIONSHIPS WITH OTHER PARTICIPANTS TO GIVE A FOUNDATION OF SUPPORT TO IMPROVE THEIR HEALTH. THIS COLLABORATIVE EFFORT IS A VISIBLE SHOW OF SUPPORT FOR THE HEALTH OF PEOPLE IN OUR COMMUNITY, AN INITIATIVE THAT IS IN LINE WITH IHA'S EFFORTS TO TRANSFORM HEALTH CARE AND DEVELOP WESTERN NEW YORK AS A HIGH-QUALITY, HIGH-PERFORMING PLACE TO LIVE. IN AN EFFORT TO FURTHER PROMOTE HEALTHIER LIFESTYLES IN OUR COMMUNITY, IHA JOINED FORCES WITH SNYDER CORPORATION AND FITNESS RIDGE WORLDWIDE TO BRING THE BIGGEST LOSER RESORT NIAGARA TO WNY AT THE BEAVER HOLLOW CONFERENCE CENTER IN WYOMING COUNTY. THE RESORT FOCUSES ON EXERCISE, HEALTH NUTRITION AND EDUCATION. THE PROGRAM ENGAGES PARTICIPANTS IN THEIR OWN HEALTH AND GIVES THEM THE TOOLS THEY NEED TO ADOPT LIFESTYLE CHANGES TO STAY HEALTHY AND REDUCE THEIR RISK OF CHRONIC DISEASE LIKE DIABETES AND HEART DISEASE. IHA SPONSORSHIP IS EXPECTED TO PROVIDE $3 MILLION TOWARDS THIS INITIATIVE. IN ANOTHER PARTNERSHIP THAT SUPPORTS THE HEALTH OF THE COMMUNITY, IHA AND THE BUFFALO MUSEUM OF SCIENCE HAVE TEAMED UP TO PROVIDE INNOVATIVE OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO BECOME BETTER INFORMED AND ENGAGED IN THEIR HEALTH. IHA AND THE BUFFALO MUSEUM OF SCIENCE PARTNERED TO DEVELOP A HEALTH SCIENCES STUDIO CALLED "EXPLORE YOU PRESENTED BY INDEPENDENT HEALTH." OUR HEALTH COACHES AND DISEASE MANAGERS HAVE A MONTHLY PRESENCE AT THE INTERACTIVE STUDIO. THEY ARE ALSO REGULARLY ON HAND TO SPEAK TO PATRONS AND ANSWER ANY QUESTIONS AT THE MUSEUM'S BODY WORLDS VITAL TRAVELING EXHIBIT, CO-SPONSORED BY INDEPENDENT HEALTH. THIS EXHIBIT TELLS THE FASCINATING STORY OF HOW TO MANAGE AND PREVENT LIFE-THREATENING DISEASES SUCH AS CANCER, DIABETES AND HEART DISEASE THROUGH HEALTHY CHOICES AND LIFESTYLE CHANGES. IHA FURTHER COLLABORATES WITH THE WESTERN NEW YORK COMMUNITY IN ITS AFFILIATION WITH THE HEALTH SCIENCES CHARTER SCHOOL THAT WAS DEVELOPED TO PROVIDE OPPORTUNITIES FOR HIGH SCHOOL STUDENTS FOR CAREERS IN THE MEDICAL FIELD. 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 THE WESTERN NEW YORK 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 NEARING COMPLETION OF A THREE-YEAR FEDERAL BEACON COMMUNITY GRANT TO SUPPORT THE USE OF HEALTH INFORMATION TECHNOLOGY TO IMPROVE CLINICAL OUTCOMES AND PATIENT SAFETY IN DIABETES CARE MANAGEMENT IN THE WESTERN NEW YORK REGION. HEALTHELINK IS ONE OF ONLY 17 COMMUNITIES SELECTED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PARTICIPATE IN THE BEACON COMMUNITY PROGRAM AND RECEIVED A $16.1 MILLION FEDERAL GRANT IN 2010. THE GRANT HAS PROVIDED SIGNIFICANT OPPORTUNITIES TO BUILD HEALTH INFORMATION TECHNOLOGY INFRASTRUCTURE, IMPROVE HEALTH, CARE AND COSTS, AND TEST INNOVATIVE APPROACHES. THE WORK OF THE BEACON COMMUNITY GRANT IS INCREASING AND ENHANCING THE QUALITY OF DATA AVAILABLE TO PARTICIPATING PHYSICIANS THROUGH HEALTHELINK. FOR EXAMPLE, FOUR LONG-TERM CARE FACILITIES TO DATE HAVE CONNECTED TO THE HEALTH INFORMATION EXCHANGE TO ENABLE BETTER TRANSITIONS OF CARE COORDINATION AMONG PATIENTS. APPROXIMATELY 105 DIABETIC PATIENTS ARE CURRENTLY PARTICIPATING IN A TELEMONITORING PILOT, WITH A GOAL OF REDUCING PREVENTABLE EMERGENCY ROOM VISITS AND FUTURE HOSPITAL RE-ADMISSIONS. THROUGH THE USE OF MOBILE DEVICES, CRITICAL DATA SUCH AS BLOOD PRESSURE, GLUCOSE READINGS AND OTHER VITAL SIGNS ARE REPORTED ELECTRONICALLY TO HEALTH CARE PROVIDERS THROUGH HEALTHELINK. HEALTHELINK WAS ALSO SELECTED BY THE DEPARTMENT OF VETERANS AFFAIRS (VA) TO PARTICIPATE IN THE VIRTUAL LIFETIME ELECTRONIC RECORD (VLER) HEALTH COMMUNITIES PROGRAM, A PILOT PROJECT TO IMPROVE THE DELIVERY OF CARE AND SERVICES TO VETERANS IN BOTH THE PUBLIC AND PRIVATE HEALTH CARE SECTORS THROUGH HEALTH INFORMATION TECHNOLOGY. THE WESTERN NEW YORK REGION IS SETTING AN EXAMPLE FOR THE NATION BY LINKING DOCTORS, HOSPITALS AND OTHER PROVIDERS ELECTRONICALLY TO IMPROVE THE CARE THAT PATIENTS RECEIVE AND HELP AVOID UNNECESSARY COSTS. CURRENTLY, THE MAJORITY OF WESTERN NEW YORK PROVIDERS HAVE SIGNED PARTICIPATION AGREEMENTS; MORE THAN 95 MILLION RESULTS (LAB, RADIOLOGY AND TRANSCRIBED REPORTS, WITH APPROXIMATELY 2 MILLION NEW RESULTS ADDED PER MONTH), AND MORE THAN 500,000 COMMUNITY-WIDE CONSENTS HAVE BEEN SIGNED BY PATIENTS AUTHORIZING TREATING PHYSICIANS TO ACCESS THEIR ELECTRONIC MEDICAL RECORDS THROUGH HEALTHELINK. PATIENTS DO NOT HAVE TO HAVE INSURANCE COVERAGE TO BE ELIGIBLE TO PARTICIPATE IN THIS COMMUNITY WIDE PROGRAM. WITH THIS CONSENT, 324,500 QUERIES FOR PATIENT INFORMATION OCCURRED IN 2012, REPRESENTING A 197 PERCENT INCREASE OVER 2011! THROUGH JUNE 2013, THE SIGNIFICANT UPWARD TREND CONTINUES. IHA HAS PROVIDED ALMOST $8.5 MILLION TO SUPPORT THESE INITIATIVES SINCE THEIR INCEPTION ($3.5 MILLION IN 2012). ADDITIONALLY, DURING 2012, NIAGARA FAMILY MEDICINE ASSOCIATES PARTNERED WITH IHA IN AN ONSITE HEALTH OFFICE, WHICH PROVIDES 3,700 EMPLOYEES THROUGHOUT WESTERN NEW YORK ACCESS TO IMMEDIATE AND PREVENTIVE HEALTH CARE SERVICES AT NO COST. THE 865-SQUARE-FOOT FACILITY INCLUDES TWO EXAM ROOMS, A NURSE'S STATION A CONSULTATION AREA AND A HEALTH COACH, WITH HOURS EVERY TUESDAY SATURDAY FROM 11 AM TO 7 PM. A FULL-TIME NURSE PRACTITIONER FROM NIAGARA FAMILY MEDICINE ASSOCIATES EVALUATES AND TREATS COMMON AILMENTS. OTHER SERVICES ARE AVAILABLE, SUCH AS SPOT TESTS FOR CHOLESTEROL LEVELS OR STREP THROAT, BLOOD PRESSURE SCREENING, BLOOD SUGAR MONITORING AND FLU VACCINES. IN ADDITION, A HEALTH COACH AND WELLNESS SPECIALIST FROM IHA PROVIDE EMPLOYEES WITH SERVICES SUCH AS STRESS MANAGEMENT AND CHRONIC CARE EDUCATION SERVICES FOR DIABETES, HEART DISEASE, ASTHMA AND OBESITY. SERVICES OF THE HEALTH OFFICE ARE PROVIDED FREE-OF-CHARGE, AND THERE ARE NO CO-PAYMENTS OR ANY OTHER COSTS TO EMPLOYEES REGARDLESS OF WHETHER OR NOT THEY PARTICIPATE IN THE SENECA GAMING CORPORATION HEALTH PLAN (IHA) OR HAVE COVERAGE THROUGH ANOTHER SOURCE. THE HEALTH OFFICE HAS HAD MORE THAN 1,000 VISITS SINCE ITS INSTITUTION IN 2011. | |
| IHA COORDINATES THE DELIVERY OF HEALTH CARE SERVICES FOR APPROXIMATELY 179,939 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. COMBINED, THE COMPANY PROVIDES HEALTH BENEFITS AND SERVICES TO NEARLY 377,291 INDIVIDUALS IN WESTERN NEW YORK AND THROUGHOUT THE COUNTRY. THE QUALITY OF SERVICES IS EVIDENCED BY IHA BEING NAMED, FOR THE FOURTH CONSECUTIVE YEAR, THE TOP HEALTH INSURANCE PLAN IN THE NEW YORK/NEW JERSEY REGION, ACCORDING TO J.D. POWER AND ASSOCIATES 2013 MEMBER HEALTH INSURANCE PLAN STUDYSM. THE ANNUAL STUDY RANKS MEMBERS' EXPERIENCES IN SEVEN CATEGORIES, INCLUDING COVERAGE AND BENEFITS, INFORMATION AND COMMUNICATION, PROVIDER CHOICE, CUSTOMER SERVICE, CLAIMS PROCESSING, APPROVAL PROCESS AND STATEMENTS. WITHIN THE NEW YORK/NEW JERSEY REGION, IHA ACHIEVED THE HIGHEST MEMBER SATISFACTION SCORES IN EACH OF THE CATEGORIES SURVEYED. THE STUDY, CONDUCTED THROUGH AN ONLINE SURVEY, WAS BASED ON THE RESPONSES OF 32,868 MEMBERS IN 141 HEALTH PLANS THROUGHOUT THE UNITED STATES. FOR THE 16TH CONSECUTIVE YEAR, IHA ALSO RECEIVED THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE'S (NCQA) HIGHEST ACCREDITATION STATUS OF "EXCELLENT" FOR OUR COMMERCIAL HMO/POS AND MEDICARE LINES OF BUSINESS, AS WELL AS THE 2ND HIGHEST ACCREDITATION STATUS OF "COMMENDABLE" FOR OUR COMMERCIAL PPO AND MEDICAID LINES OF BUSINESS. IHA IS AGAIN THE ONLY LOCAL PLAN IN WESTERN NEW YORK TO RECEIVE THIS RECOGNITION, WHICH IS PROOF THAT ITS PROGRAMS AND INITIATIVES TO ACHIEVE IMPROVED PATIENT CARE AND SATISFACTION ARE WORKING. 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. RECENTLY, THE COMMONWEALTH FUND REPORT RANKED BUFFALO 54TH BEST AMONG 306 MEDICARE SERVICE AREAS FOR QUALITY, ACCESSIBILITY AND AFFORDABILITY OF CARE. 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. THE REPORT ALSO DEMONSTRATES THAT IMPROVED ACCESS HAS A STRONG CORRELATION TO BETTER CARE AND LOWER COSTS, AND UNDERSCORES THE NEED FOR LOCAL SOLUTIONS AND COLLABORATIVE EFFORTS TO ACHIEVE THESE GOALS. | |
| THOMAS J. FOELS, KATHLEEN MARIE MYLOTTE, AND BRIAN SAME HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AN AFFILIATED ENTITY) . MICHAEL CROPP, MARK JOHNSON, JOHN RODGERS, THOMAS J. FOELS, JOHN MINEO, AND MICHAEL FASO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AN AFFILIATED ENTITY). SIDNEY N. WEISS, R. MARSHAL WINGATE, STUART ANGERT, JAMES COPPOLA, FRANK COLANTUONO, MICHAEL CROPP, MOISES SUDIT, NORA SULLIVAN, MARK JOHNSON, JOHN MINEO, JOHN RODGERS 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). | FORM 990, PART VI, SECTION A, LINE 2 |
| THE FOLLOWING CHANGES WERE MADE TO IHA'S BY-LAWS DURING 2012: ONE OF THE QUALIFICATIONS OF IHA DIRECTORS/BOARD COMPOSITION WAS MODIFIED: SPECIFICALLY, THE BY-LAWS NOW STATE AT LEAST FIVE (5) SHALL BE INDEPENDENT PHYSICIANS, FOUR (4) (PREVIOUSLY (5) OF WHOM MUST BE PERSONS WHO SHALL BE A PARTY TO A SERVICE CONTRACT WITH INDEPENDENT HEALTH ASSOCIATION, INC. (IHA) OR THE INDIVDIUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK, INC. (IPA/WNY) OF WHICH TWO (2) IN NUMBER SHALL BE PHYSICIANS CHOSEN BY THE BOARD OF DIRECTORS FROM A LIST OF AT LEAST FOUR (4) NOMINEES SUBMITTED BY THE BOARD OF DIRECTORS OF IPA/WNY AND TWO (2) IN NUMBER SHALL BE PHYSICIANS NOMINATED BY THE GOVERNANCE AND NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 9: GORDON CUMMING - 210 LORD BYRON LN, WILLIAMSVILLE, NY 14221; LAWRENCE DIGIULIO - 385 MT. VERNON ROAD, SNYDER NY 14226; CARLEEN DUNNE - 58 CARPENTER AVE, BUFFALO NY 14223; AMY MCDONALD - 600 YOUNGS RD, UNIT H, WILLIAMSVILLE, NY 14221; AND LAURA TULYK-ROSSI - 233 WARDMAN RD, KENMORE, NY 14217 | FORM 990, PART VI, SECTION A, LINE 4 |
| FORM 990 WAS REVIEWED WITH THE EXECUTIVE COMMITTEE OF IHA'S BOARD OF DIRECTORS AND THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE. THE FINAL FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS AT THE BOARD MEETING PRIOR TO THE FILING OF THE RETURN. | FORM 990, PART VI, SECTION B, LINE 11 |
| 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 FUNCTIONALLY 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 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 2012) AND WAS USED TO ESTABLISH COMPENSATION FOR THE FOLLOWING POSITIONS: EXECUTIVE VICE PRESIDENT - CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT - CHIEF SERVICING OFFICER; EXECUTIVE VICE PRESIDENT - CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT - CHIEF ADMINISTRATIVE OFFICER; EXECUTIVE VICE PRESIDENT CHIEF MEDICAL OFFICER; VICE PRESIDENT & GENERAL COUNSEL, SENIOR VICE PRESIDENT - HUMAN RESOURCES & ORGANIZATIONAL DEVELOPMENT; SENIOR VICE PRESIDENT- GENERAL COUNSEL; VICE PRESIDENT - CHIEF AUDIT EXECUTIVE; AND VICE PRESIDENT - GOVERNMENT AFFAIRS. THE CEO EXCLUDES HIMSELF/HERSELF FROM DELIBERATIONS WHEN DISCUSSING HIS/HER COMPENSATION. | 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 |
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 | LINE 11,TYPE I: 509( | 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 (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LIGHTHOUSE NATURALS LLC | ||||||||||||
| 525 OVERLOOK DRIVE | N PALM BEACH | FL | 33408 | 262015851 | RETAIL SALES OF FOOD-BASED NUTRITIONAL SUPPLEMENTS | FL | INDEPENDENT HEALTH CORPORATION | RELATED | 91453 | 5907 | 0 | 0 |
| SPECIALTY PHARMACY MANAGEMENT LLC | ||||||||||||
| 511 FARBER LAKES DRIVE | WILLIAMSVILLE | NY | 14221 | 272204019 | SPECIALTY PHARMACEUTICAL MANAGEMENT | NY | INDEPENDENT HEALTH CORPORATION | RELATED | 2274052 | 13373998 | 0 | 0 |
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 | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT HEATH CORPORATION AND SUBSIDIARY | ||||||||||||||||
| 511 FARBER LAKES DRIVE | BUFFALO | NY | 14221 | 161237733 | THIRD PARTY CLAIMS ADMINISTRATION | NY | INDEPENDENT HEALTH ASSOCIATION | C | 31672876 | 24398586 | 1.00000 | 0 | ||||
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||||||||||||||||
| 511 FARBER LAKES DRIVE | BUFFALO | NY | 14221 | 161483784 | POS AND INDEMNITY PRODUCT ADMINISTRATION | NY | INDEPENDENT HEALTH ASSOCIATION | C | 515918706 | 172857979 | 1.00000 | 0 | ||||
| NOVA INC | ||||||||||||||||
| 511 FARBER LAKES DRIVE | BUFFALO | NY | 14221 | 166443379 | THIRD PARTY CLAIMS ADMINISTRATION | NY | INDEPENDENT HEALTH ASSOCIATION | C | 1.00000 | 0 | ||||||
| MASON INSURANCE COMPANY LTD | ||||||||||||||||
| REINSURANCE | INDEPENDENT HEALTH ASSOCIATION | C | 2971425 | 17045163 | 1.00000 | 0 | 16 CHURCH STREET | HAMILTON | BD | BD | ||||||
| AZEROS HEALTH PLANS INC | ||||||||||||||||
| 6125 SHERIDAN DRIVE | WILLIAMSVILLE | NY | 14221 | 270722677 | PROVIDING SFS ADMINISTRATION | NY | NOVA INC | C | 1.00000 | 0 | ||||||
| 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 |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | 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 (17 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| INDEPENDENT HEALTH FOUNDATION | ||
| B | 826000 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| M | 12293366 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| N | 22200628 | FMV |
| INDEPENDENT HEALTH CORPORATION | ||
| N | 900624 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| O | 27119896 | FMV |
| INDEPENDENT HEALTH CORPORATION | ||
| O | 5985600 | FMV |
| INDEPENDENT HEALTH FOUNDATION | ||
| P | 259524 | FMV |
| INDEPENDENT HEALTH FOUNDATION | ||
| Q | 248602 | FMV |
| INDEPENDENT HEALTH FOUNDATION | ||
| R | 583233 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| P | 35724564 | FMV |
| INDEPENDENT HEALTH CORPORATION | ||
| P | 178466624 | FMV |
| INDEPENDENT HEALTH CORPORATION | ||
| Q | 7948414 | FMV |
| MASON INSURANCE CORPORATION | ||
| R | 10502451 | FMV |
| MASON INSURANCE CORPORATION | ||
| S | 5880982 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| S | 7799782 | FMV |
| INDEPENDENT HEALTH CORPORATION | ||
| S | 176844299 | FMV |
| INDEPENDENT HEALTH BENEFITS CORPORATION | ||
| Q | 56237758 | FMV |
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