2026-07-27T15:26:00-05:00 2025-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2025-01-01 150530217 IROQUOIS HEALTHCARE ASSOCIATION INC IROQ 5183835060 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 THOMAS W HOSEY CPA, CFO/COO 5183835060 2026-07-21 1 THOMAS J GIUFRE P00841958 3154463600 2026-07-21 2025 2025-03-06 01:10:19Z KEVIN M KERWIN 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 1471846 0 X WWW.IROQUOIS.ORG X 1950 NY TO SEEK OUT, FOSTER, DEVELOP, COORDINATE AND DIRECT COOPERATIVE ACTIVITIES, JOINT CENTRAL SERVICES AND PROGRAMS OF A MUTALLY BENEFICIAL NATURE AMONG MEMBERS CONSISTING OF HOSPITALS AND HEALTHCARE FACILITIES. 34 34 13 34 0 0 840758 530945 523299 424686 99560 223578 29651 23151 1493268 1202360 500000 0 0 0 683809 700313 0 0 0 319285 493505 1503094 1193818 -9826 8542 10639895 11836825 412475 464794 10227420 11372031 TO SERVE AS A RESOURCE AND LEADER TO SUPPORT OUR MEMBERS AND THE COMMUNITIES THEY SERVE THROUGH EDUCATION, INFORMATION, COST SAVING INITIATIVES AND BUSINESS SOLUTIONS. 0 0 402537 EXPAND A HEALTHCARE CAREER PIPELINE PROGRAM IN OSWEGO COUNTY AND DEVELOP PILOT PROGRAMS IN TWO OTHER AREAS IN UPSTATE NEW YORK. WORK WITH HOSPITALS, HOME CARE AGENCIES, AND OTHERS TO PROMOTE COLLABORATIVE MODELS OF COMMUNITY MEDICINE AND PARAMEDICINE. 339237 439115 SEEK OUT, FOSTER, DEVELOP, COORDINATE AND DIRECT COOPERATIVE ACTIVITIES, JOINT CENTRAL SERVICES AND PROGRAMS OF A MUTUALLY BENEFICIAL NATURE AMONG MEMBERS CONSISTING OF HOSPITALS AND HEALTH CARE FACILITIES. INCLUDES EDUCATIONAL WORKSHOPS, SEMINARS, SURVEYS AND COMMUNICATIONS. 82309 HOSPITAL PREPAREDNESS PROGRAM INCLUDING 1) HEALTH EMERGENCY PREPAREDNESS COALITION, 2) ENGAGE COMMUNITIES AND HEALTH CARE SYSTEMS, 3) STRENGTHEN SURGE MANAGEMENT, AND 4) CRITICAL ASSET SURVEY CONTENT REVIEW. 824083 1 1 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 17 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X X THOMAS W HOSEY CPA CFO 5183187442 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 RICHARD DUVALL DIRECTOR 0.50 0.50 X 0 0 0 ROBERT CORONA DIRECTOR 0.50 0.50 X 0 0 0 SEAN FADALE PAST CHAIR 0.50 0.50 X X 0 0 0 PAUL A MILTON DIRECTOR 0.50 0.50 X 0 0 0 DIERDRA SORRELL DIRECTOR 0.50 0.50 X 0 0 0 GERALD R CAYER DIRECTOR 0.50 0.50 X 0 0 0 KATHRYN CONNERTON DIRECTOR 0.50 0.50 X 0 0 0 MICHELLE LEBEAU VICE CHAIR 0.50 0.50 X X 0 0 0 THOMAS CARMAN DIRECTOR 0.50 0.50 X 0 0 0 JOHN CARRIGG DIRECTOR 0.50 0.50 X 0 0 0 AARON KRAMER DIRECTOR 0.50 0.50 X 0 0 0 PAUL SCIMECA CHAIR 0.50 0.50 X X 0 0 0 ROBERT ORTMYER DIRECTOR 0.50 0.50 X 0 0 0 JEFF COAKLEY DIRECTOR 0.50 0.50 X 0 0 0 ANNEMARIE WALKER-CZYZ TREASURER 0.50 0.50 X X 0 0 0 JENNIFER YARTYM DIRECTOR 0.50 0.50 X 0 0 0 DONNA MCGREGOR DIRECTOR 0.50 0.50 X 0 0 0 JILL VANKUREN DIRECTOR 0.50 0.50 X 0 0 0 SUSAN OAKES DIRECTOR 0.50 0.50 X 0 0 0 DOROTHY URSCHEL DIRECTOR 0.50 0.50 X 0 0 0 SETH KRONENBERG SECRETARY 0.50 0.50 X X 0 0 0 MICHAEL BACKUS DIRECTOR 0.50 0.50 X 0 0 0 JEFFREY METHVEN DIRECTOR 0.50 0.50 X 0 0 0 ROLLAND BOJO DIRECTOR 0.50 0.50 X 0 0 0 SCOTT BERLUCCHI DIRECTOR 0.50 0.50 X 0 0 0 JASON MOUZAKAS DIRECTOR 0.50 0.50 X 0 0 0 STACI THOMPSON DIRECTOR 0.50 0.50 X 0 0 0 HENRY WEIL DIRECTOR 0.50 0.50 X 0 0 0 MICHAEL HOCHMAN DIRECTOR 0.50 0.50 X 0 0 0 FELISSA KOERNIG DIRECTOR 0.50 0.50 X 0 0 0 KELLEY TIERNAN DIRECTOR 0.50 0.50 X 0 0 0 ROBERT LAWLIS DIRECTOR 0.50 0.50 X 0 0 0 WILLIAM LECATES DIRECTOR 0.50 0.50 X 0 0 0 CECIL MILLER DIRECTOR 0.50 0.50 X 0 0 0 KEVIN KERWIN PRESIDENT & CEO 6.00 34.00 X 62291 342168 58306 THOMAS HOSEY CHIEF FINANCIAL OFFICER 6.00 34.00 X 46786 258306 51325 EILEEN MURPHY SR. DIRECTOR OF SPECIAL PR 14.00 26.00 X 66026 122620 11401 DONNA GAMMARATO EXECUTIVE DIRECTOR -UISS 0.00 40.00 X 0 289938 15227 KATHLEEN KIRVIN VP MARKETING & COMMUNICATI 6.00 34.00 X 23781 134761 9457 FRANCINE FREISE ASSOC. EXEC. DIRECTOR - UISS 0.00 40.00 X 0 216185 14229 TOSHA GRIMMER EXECUTIVE DIRECTOR - CGHCP 0.00 40.00 X 0 187175 42558 ANDREW NAULT DIRECTOR HOSP PREP & BUS. 28.00 12.00 X 104877 43113 32878 LAUREN FORD VP STRATEGY AND ANALYTICS 14.00 26.00 X 47846 85968 22052 GRAZIA YAEGER ASSOC EXECUTIVE DIRECTOR - CGHCP 0.00 40.00 X 0 133168 42633 CRAIG TYNAN EDUCATIONAL PARTNERSHIP MANAGER 0.00 40.00 X 0 113866 2934 MARY VAUGHAN DIRECTOR OF CUSTOMER SERVICE 0.00 40.00 X 0 106464 9582 GARY FITZGERALD FORMER PRESIDENT & CEO 4.00 36.00 X 60250 533652 50990 411857 2567384 363572 1 1 1 0 WITTKIEFFER INC 2015 SPRING ROAD SUITE 510 OAK BROOK IL 60523 CEO EXECUTIVE SEARCH 140215 1 46100 82309 402536 530945 CONTRACT SERVICE FEES 623000 321233 321233 MEMBERSHIP DUES 623000 103453 103453 424686 143056 143056 71467 0 71467 71467 71467 273096 192574 80522 80522 80522 14167 46100 76912 -62745 -62745 OTHER INCOME 623000 14429 14429 14429 1202360 439115 0 232300 221143 157907 63236 384049 240948 143101 2784 1837 947 54899 36233 18666 37438 24709 12729 17695 17695 25435 6359 19076 1257 1257 12964 8556 4408 6534 4312 2222 58684 38731 19953 63600 41976 21624 36368 24003 12365 3255 2148 1107 CONSULTANT SERVICES 223051 204976 18075 DATA PROCESSING 26717 17633 9084 MISCELLANEOUS 11578 7643 3935 PROFESSIONAL TRAINING 5617 5617 750 495 255 1193818 824083 369735 0 266216 543399 451536 475010 26179 33057 78220 75810 88 13698 8418 1191732 637559 590541 554173 3692131 4122723 4780314 5281362 740972 742873 10639895 11836825 98475 130711 314000 334083 412475 464794 X 10227420 11372031 10227420 11372031 10639895 11836825 X 8542 342166 793903 X X 0 1 X 1 0 X 8078000 1651264 914709 840758 530945 12015676 350674 341696 438314 555146 439115 2124945 8428674 1992960 1353023 1395904 970060 14140621 0 0 0 14140621 100789 127760 154392 191350 214523 788814 100789 127760 154392 191350 214523 788814 65742 65742 8595205 2120720 1507415 1587254 1184583 14995177 0.94300 0.96150 0.05260 0.03350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1193818 1193818 194382 48596 0 0 225155 194382 419537 629306 56289 48596 104885 157328 1029879 475941 553938 161853 161618 235 554173 INVESTMENT IN SUBSIDIARIES 5281362 F 5281362 DUE TO/FROM AFFILIATES 742873 742873 X PART X, LINE 2: IROQUOIS HEALTHCARE ASSOCIATION, INC., IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. HOWEVER,THE ASSOCIATION IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. THE TAX RETURN IS PREPARED AND FILED BASED ON INTERPRETATIONS OF TAX LAWS AND REGULATIONS. THE TAX RETURN IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES IN THE NORMAL COURSE OF BUSINESS. SUCH EXAMINATIONS MAY RESULT IN FUTURE TAX, INTEREST AND PENALTY ASSESSMENTS BY THESE TAXING AUTHORITIES. IN DETERMINING TAX EXPENSE FOR FINANCIAL REPORTING PURPOSES, A RESERVE IS ESTABLISHED FOR UNCERTAIN INCOME TAX POSITIONS UNLESS IT IS DETERMINED TO BE "MORE LIKELY THAN NOT" THAT SUCH TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION, BASED ON THEIR TECHNICAL MERITS. THAT IS, FOR FINANCIAL REPORTING PURPOSES, TAX BENEFITS TAKEN ON THE TAX RETURN ARE RECOGNIZED ONLY IF MANAGEMENT BELIEVES IT IS "MORE LIKELY THAN NOT" THAT SUCH TAX POSITIONS WOULD BE SUSTAINED. TAX RESERVE ESTIMATES ARE ADJUSTED PERIODICALLY BECAUSE OF CHANGES IN TAX LAWS, REGULATIONS AND INTERPRETATIONS. THE CONSOLIDATED TAX EXPENSE OF ANY GIVEN YEAR INCLUDES ADJUSTMENTS TO PRIOR YEAR INCOME TAX RESERVE AND RELATED ESTIMATED INTEREST CHARGES THAT ARE CONSIDERED APPROPRIATE. POLICY IS TO RECOGNIZE, WHEN APPLICABLE, INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS PART OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2025 AND 2024, THERE WERE NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS NOR ANY RELATED ACCRUED INTEREST OR PENALTIES. GOLF TOURNAMENT 39485 28250 11235 1530 7204 16609 25550 3946 ANNUAL BOARD MEETING DINNER 12850 12850 1710 6893 3420 1 7932 5000 2932 4842 5208 60267 46100 14167 1530 7204 23161 37651 7366 76912 -62745 X X X X X 0 0 0 0 0 0 0 0 0 GARY FITZGERALD FORMER PRESIDENT & CEO 47924 424478 12326 109174 0 0 2485 22015 2687 23803 65422 579470 0 0 KEVIN KERWIN PRESIDENT & CEO 52804 290055 9487 52113 0 0 3673 20179 5306 29148 71270 391495 0 0 THOMAS HOSEY CHIEF FINANCIAL OFFICER 37700 208142 9086 50164 0 0 2648 14618 5223 28836 54657 301760 0 0 DONNA GAMMARATO EXECUTIVE DIRECTOR -UISS 0 222932 0 67006 0 0 0 15227 0 0 0 305165 0 0 FRANCINE FREISE ASSOC. EXEC. DIRECTOR - UISS 0 183044 0 33141 0 0 0 12833 0 1396 0 230414 0 0 TOSHA GRIMMER EXECUTIVE DIRECTOR - CGHCP 0 155030 0 32145 0 0 0 8104 0 34454 0 229733 0 0 EILEEN MURPHY SR. DIRECTOR OF SPECIAL PR 57003 105863 9023 16757 0 0 3990 7411 0 0 70016 130031 0 0 ANDREW NAULT DIRECTOR HOSP PREP & BUS. 87836 36108 17041 7005 0 0 16851 2651 6449 6927 128177 52691 0 0 GRAZIA YAEGER ASSOC EXECUTIVE DIRECTOR - CGHCP 0 127897 0 5271 0 0 0 2928 0 39705 0 175801 0 0 KATHLEEN KIRVIN VP MARKETING & COMMUNICATI 20264 114832 3517 19929 0 0 1419 8038 0 0 25200 142799 0 0 LAUREN FORD VP STRATEGY AND ANALYTICS 39429 70846 8417 15122 0 0 2883 5180 0 13989 50729 105137 0 0 PART I, LINE 5: ALL EMPLOYEES RECEIVE ANNUAL PERFORMANCE EVALUATIONS BASED ON PRE-DETERMINED CORPORATE AND INDIVIDUAL GOALS AND OBJECTIVES. CORPORATE PERFORMANCE OBJECTIVES THAT REFLECT THE STRATEGIC GOALS OF ALL THE IROQUOIS ENTITIES ARE ESTABLISHED BY THE MANAGEMENT TEAM. THESE ORGANIZATIONAL AND STRATEGIC OBJECTIVES ARE ASSIGNED AS PERFORMANCE OBJECTIVES FOR SPECIFIC IROQUOIS EMPLOYEES BASED ON THEIR AREA OF JOB RESPONSIBILITY. A WEIGHTING SYSTEM IS USED TO REFLECT AREAS OF EMPHASIS FOR EMPLOYEES' COMPENSATION. THIS ALLOWS THE CHIEF EXECUTIVE OFFICER TO ESTABLISH CLEAR CORPORATE RESPONSIBILITIES FOR THE MANAGEMENT TEAM AND IT ALLOWS MANAGERS TO SET CLEAR GOALS AND OBJECTIVES FOR EACH OF THEIR DIRECT REPORTS. VARIABLE PAYMENTS ARE AWARDED BASED ON THE OVERALL RATING OF THE PERFORMANCE EVALUATION AND THE GOALS ACHIEVED. VARIABLE PAYMENTS DO NOT ADJUST EMPLOYEE'S ANNUAL BASE PAY. THE BASE SALARIES FOR EMPLOYEES ARE ONLY ADJUSTED BY MANAGEMENT BASED ON MARKET ANALYSIS. DONNA GAMMARATO EXECUTIVE DIRECTOR - UISS PERSONAL EXPENSES X 88 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS VOTING MEMBERS AND ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE CEO OF EACH MEMBER ORGANIZATION IS AUTOMATICALLY A BOARD MEMBER. THE BOARD MEMBERS ELECT THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B AS PART OF THE ANNUAL AUDIT, OUR INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES FORM 990 AND RELATED SUPPORTING SCHEDULES FROM OUR INTERNAL RECORDS. WE DESIGNATE AN INDIVIDUAL(S) WITH SUITABLE SKILL, KNOWLEDGE OR EXPERIENCE TO OVERSEE THESE SERVICES (I.E. THE CFO/COO) AND WE MAKE ALL MANAGEMENT DECISIONS AND PERFORM ALL MANAGEMENT FUNCTIONS. WE HAVE REVIEWED, APPROVED, AND ACCEPTED RESPONSIBILITY FOR FORM 990 AND THE RELATED SUPPORTING SCHEDULES AND BELIEVE THEY ARE ADEQUATELY SUPPORTED BY THE BOOKS AND RECORDS OF IROQUOIS HEALTHCARE ASSOCIATION, INC. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST STATEMENT TO DOCUMENT ANY POTENTIAL CONFLICTS OF INTEREST. ASSOCIATION STAFF MEMBERS REVIEW THE STATEMENTS TO IDENTIFY ANY CONFLICTS OF INTEREST THAT NEED TO BE DISCLOSED BEFORE THE BOARD VOTES ON RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND APPROVES ALL COMPENSATION ADJUSTMENTS FOR THE CEO. IF NECESSARY, AN INDEPENDENT CONSULTANT EVALUATES AND RECOMMENDS SALARY RANGES. SEE FORM 900 SCHEDULE J PART I FOR ADDITIONAL DETAILS. THE PRESIDENT/CEO EVALUATES OTHER OFFICER AND KEY EMPLOYEE SALARIES BASED ON COMPARABILITY DATA FROM COMPENSATION SURVEYS AND STUDIES OF SIMILAR ORGANIZATIONS. APPROPRIATE PUBLISHED SALARY GUIDES ARE ALSO UTILIZED. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY IN NET EARNINGS FROM SUBSIDIARIES 793,903. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. IROQUOIS HEALTHCARE ALLIANCE INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 141633614 INTERESTS OF HOSPITALS/HEALTH CARE FACILITIES REPRESENTED AT VARIOUS LEVELS NY 501(C)(6) IROQUOIS HEALTHCARE ASSOCIATION INC 1 CARING GENE HEALTHCARE CAREER PATHWAYS INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 993019895 PROVIDE SUPPORT TO INDIVIDUALS WITH INTERESTS IN HEALTHCARE NY 501(C)(3) LINE 3 IROQUOIS HEALTHCARE ASSOCIATION INC 1 UNITED IROQUOIS SHARED SERVICES INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 161204933 CENTRALIZED PURCHASING SERVICES TO MEMBERS NY C 6448928 9784891 1.00000 1 1 0 0 0 0 1 0 0 0 1 0 1 0 1 1 0 1 0 0 UNITED IROQUOIS SHARED SERVICES A 36000 COST IROQUOIS HEALTHCARE ALLIANCE INC O 673916 COST - SALARIES & BENEFITS UNITED IROQUOIS SHARED SERVICES O 1672260 COST - SALARIES & BENEFITS UNITED IROQUOIS SHARED SERVICES F 292855 COST IROQUOIS HEALTHCARE ALLIANCE INC A 11000 COST CARING GENE HEALTHCARE CAREER PATHWAYS INC A 24467 COST CARING GENE HEALTHCARE CAREER PATHWAYS INC O 2482964 COST - SALARIES & BENEFITS