2023-11-14T16:08:43-06:00 2022-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2022-01-01 161417199 INDEPENDENT HEALTH FOUNDATION INDE 7166313001 777 INTERNATIONAL DRIVE BUFFALO NY 14221 MICHAEL W CROPP MD PRESIDENT 7166313001 2023-11-14 1 MICHAEL CROPP MD 999009999 0 SHAWNA M JANSONS P01222873 3174648600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL W CROPP MD 777 INTERNATIONAL DRIVE BUFFALO NY 14221 493121 0 X WWW.INDEPENDENTHEALTH.COM/FOUNDATION X 1992 NY TO IMPROVE THE HEALTH AND WELL BEING OF WESTERN NEW YORK RESIDENTS THROUGH AWARENESS, PREVENTION, WELLNESS, AND OTHER EDUCATION PROGRAMS FOCUSED ON COMMUNITY HEALTH PRIORITIES. 15 11 83 157 0 0 3104996 386739 41305 34383 47173 17603 0 0 3193474 438725 206120 169616 0 0 1330519 1614984 0 0 0 1162195 1064207 2698834 2848807 494640 -2410082 4775300 2051238 548760 417667 4226540 1633571 X TO IMPROVE THE HEALTH AND WELL BEING OF WESTERN NEW YORK RESIDENTS THROUGH AWARENESS, PREVENTION, WELLNESS, AND OTHER EDUCATION PROGRAMS FOCUSED ON COMMUNITY HEALTH PRIORITIES. 0 0 2616994 169616 34383 IN SUPPORT OF INDEPENDENT HEALTH ASSOCIATION'S PRIORITIES, THE PURPOSE OF THE FOUNDATION IS TO IMPROVE THE HEALTH AND WELL BEING OF WNY RESIDENTS THROUGH HEALTH AWARENESS, PREVENTION, WELLNESS EDUCATION AND OTHER PROGRAMS FOCUSED ON COMMUNITY HEALTH PRIORITIES. SEE SCHEDULE O FOR ADDITIONAL DETAILS. 2616994 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 21 0 1 83 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 11 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY X JAMES DUNLOP - EVP CFO 7166313001 511 FARBER LAKES DRIVE BUFFALO NY 14221 YVONNE S MINOR-RAGAN PHD BOARD MEMBER 2.00 5.00 X 0 54500 411 CASIMIRO RODRIQUEZ SR BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN N WALSH III BOARD MEMBER 2.00 0.00 X 0 0 0 MAGGIE NICHOLS BOARD MEMBER (BEGIN 04/22) 2.00 0.00 X 0 0 0 TANYA STAPLES BOARD MEMBER (BEGIN 04/22) 2.00 0.00 X 0 0 0 OSWALDO MESTRE JR BOARD MEMBER (BEGIN 04/22) 2.00 0.00 X 0 0 0 PASTOR RICHARD D HAGUE JR BOARD MEMBER 2.00 0.00 X 0 0 0 PATRICIA C CLABEAUX BOARD MEMBER 2.00 44.00 X 0 558629 218310 ROBERTA D RIFKIN BOARD MEMBER 2.00 41.00 X 0 371777 145183 STEPHEN TUCKER MBA BOARD MEMBER 2.00 0.00 X 0 0 0 DAN GAGLIARDO BORD MEMBER (END 3/22) 2.00 6.00 X 0 48500 9582 STUART H ANGERT CHAIRPERSON 2.00 1.00 X 0 0 0 MICHAEL W CROPP PRESIDENT 2.00 49.00 X X 0 2934036 621806 ANN MCCARTHY SECRETARY 2.00 0.00 X X 0 0 0 KAREN BRIM TREASURER 2.00 35.00 X X 0 148094 86371 JOHN ANTKOWIAK MD VICE CHAIRPERSON 2.00 0.00 X X 0 0 0 STEVEN TIMMEL DIRECTOR OF FINANCE 2.00 45.00 X 0 221983 39356 CARRIE MEYER EXECUTIVE DIRECTOR 31.00 6.00 X 185151 0 65572 APRIL GAMMP DIRECTOR OF OPERATIONS 32.00 6.00 X 108689 0 30397 293840 4337519 1216988 2 0 1 0 AP PROFESSIONALS WNY LLC PO BOX 8000 DEPT 291 BUFFALO NY 14267 EVENT PERSONNEL 173419 KPC-NY LLC DBA DUAL PRINT AND MAIL 340 NAGEL DR CHEEKTOWAGA NY 14225 PROGRAM SUPPLIES 168452 RAB BUSINESS SOLUTIONS 1074 CRESTWOOD LN WILLIAMSVILLE NY 14225 PROGRAM SUPPLIES 161102 3 6000 380739 36385 386739 ADMISSION - P.S. EVENT 900099 34383 34383 34383 18692 18692 53307 54396 -1089 -1089 -1089 438725 34383 0 17603 169616 169616 250723 218129 32594 1079686 949450 130236 29394 25573 3821 169151 147440 21711 86030 74869 11161 20545 17945 2600 9868 9868 261643 261491 152 92313 91022 1291 210919 200873 10046 25147 24198 949 25451 25301 150 14160 12686 1474 11423 10708 715 PROGRAM SUPPLIES 343546 343546 0 ARTISTS / SPEAKERS 27381 27297 84 CORPORATE DUES AND FEES 6925 6430 495 ENTERTAINMENT 5379 5379 0 9507 5041 4466 2848807 2616994 231813 0 265882 94637 2981030 721030 332094 228795 18753 39108 1147541 904668 30000 63000 4775300 2051238 523538 385185 25222 32482 548760 417667 X 974866 808751 3251674 824820 4226540 1633571 4775300 2051238 -2410082 -182887 0 X 0 1 X 1 0 X X X 1 INDEPENDENT HEALTH ASSOCIATION INC 161080163 10 1 0 2616994 1 0 2616994 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART 1, SCHEDULE A, LINE 12G, COLUMN VI IN SUPPORT OF INDEPENDENT HEATLH ASSOCIATION, INC'S MISSION TO PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE, INDEPENDENT HEALTH FOUNDATION HAS SUPPORTED PROGRAMS TOTALING $2,616,994 DURING 2022. SEE SCHEDULE O (PART III) FOR ADDITIONAL DETAIL REGARDING THE PROGRAMS THAT WERE FUNDED. SCHEDULE A, PART IV, SECTION A, LINE 3B: INDEPENDENT HEALTH FOUNDATION KEEPS A COPY OF THE INDEPENDENT HEALTH ASSOCIATION, INC.'S IRS DETERMINATION LETTER ON FILE. IN ADDITION, INDEPENDENT HEALTH FOUNDATION REQUESTED THAT INDEPENDENT HEALTH ASSOCIATION, INC. PROVIDES MANAGEMENT A COMPLETED PUBLIC SUPPORT TEST FOR SCHEDULE A, PART III ON AN ANNUAL BASIS SHOWING THAT THE 509(A)(2) PUBLIC SUPPORT TEST HAS BEEN PASSED. SCHEDULE A, PART IV, SECTION A, LINE 3C: INDEPENDENT HEALTH FOUNDATION DOES NOT PROVIDE ANY DIRECT SUPPORT/GRANTS TO ITS SUPPORTED ORGANIZATION; THEREFORE, NO CONTROLS ARE REQUIRED. SCHEDULE A, PART IV, SECTION A, LINE 6: GRANTS PROVIDED TO OTHER ORGANIZATIONS MUST ALIGN WITH INDEPENDENT HEALTH FOUNDATION AND INDEPENDENT HEALTH ASSOCIATION, INC.'S MISSIONS. GRANTS ARE MONITORED BY CONDUCTING MONTHLY/QUARTERLY MEETINGS AND/OR REQUESTING UPDATED REPORTS FROM THE GRANTEES TO ENSURE THE FUNDS ARE USED CONSISTENT WITH THE 501(C)(3) PURPOSES AS DESCRIBED IN SECTION 170(C)(2)(B). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INTERCOMPANY PAYABLE - IND. HEALTH 32482 32482 856016 -182887 601009 16882 435004 421012 17713 17713 438725 3448985 601009 601009 2847976 17713 -16882 831 2848807 PART XI, LINE 2D - OTHER ADJUSTMENTS: IMPAIRMENT LOSS ON INVESTMENT -4,466. NON-SERVICE COST NPPC 21,348. PART XII, LINE 4B - OTHER ADJUSTMENTS: IMPAIRMENT LOSS ON INVESTMENT 4,466. NON-SERVICE NPPC -21,348. 1 COMMUNITY FOUNDATION FOR GREATER BUFFALO INC 726 EXCHANGE ST SUITE 525 BUFFALO NY 14210 50000 0 CONTRIBUTION-BUFFALO TOGETHER COMMUNITY RESPONSE FUND FOSTERING GREATNESS 1200 WILLIAM STREET 1844 BUFFALO NY 14240 25000 0 UNLEASH YOUR GREATNESS - TITLE SPONSOR YOUTH LEADERSHIP CONFERENCE A TASTE OF BUFFALO INC PO BOX 410 LANCASTER NY 14086 10500 0 07/22 SPONSORSHIP OF THE TASTE OF BUFFALO BUFFALO PRENATAL-PERINATAL NETWORK INC ATTN MICHAEL ALOIAN 625 DELAWARE AVE STE 410 BUFFALO NY 14202 5432 0 ADULT BEDS & CHILDREN'S CRIBS ZOOLOGICAL SOCIETY OF BUFFALO INC 300 PARKSIDE AVENUE BUFFALO NY 14214 10000 0 2022 12/31/22 FIRST NIGHT (ZOO ADMISSION FOR PARTY PACKS) NIAGARA FALLS HOUSING AUTHORITY 744 TENTH ST NIAGARA FALLS NY 14301 5250 0 GFTN SPONSORED EVENTS. 0 6 PART I, LINE 2: DONATIONS/CONTRIBUTIONS: ONLY REMIT TO COLLABORATING COMMUNITY PARTNERS WHO ALIGN WITH OUR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF THE WNY COMMUNITY. THE GRANTS OR SPONSORSHIPS ARE RECORDED IN THE FINANCIAL SYSTEM'S GENERAL LEDGER AS COMMUNITY PROGRAMS AND COPIES OF ALL PAYMENTS ARE KEPT ON FILE. 0 1 0 0 0 0 0 0 0 MICHAEL W CROPP PRESIDENT 0 1103351 0 1793179 0 37506 0 609510 0 12296 0 3555842 0 1156096 PATRICIA C CLABEAUX BOARD MEMBER 0 377390 0 173685 0 7554 0 168263 0 50047 0 776939 0 0 ROBERTA D RIFKIN BOARD MEMBER 0 274339 0 93677 0 3761 0 117504 0 27679 0 516960 0 0 STEVEN TIMMEL DIRECTOR OF FINANCE 0 180888 0 39213 0 1882 0 13513 0 25843 0 261339 0 0 CARRIE MEYER EXECUTIVE DIRECTOR 145871 0 37398 0 1882 0 41213 0 24359 0 250723 0 0 0 KAREN BRIM TREASURER 0 137600 0 7754 0 2740 0 58866 0 27505 0 234465 0 0 PART I, LINE 3 INDEPENDENT HEALTH ASSOCIATION, INC., A RELATED TAX-EXEMPT ORGANIZATION OF INDEPENDENT HEALTH FOUNDATION USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGNIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION SURVEY OR STUDY PART I, LINE 4B ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457A AND 409A. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: MICHAEL CROPP - $1,156,096 JOHN REID RODGERS - $189,388 X EQUIPMENT 3500 23385 FMV X ADS & MARKETING 6 9000 FMV X FOOD DONATION 225 4000 FMV 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF ITEMS CONTRIBUTED. PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: KIDS RUN- #315 (YEARLY) KIDS RUN WAS CREATED OVER 30 YEARS AGO TO ENCOURAGE FAMILIES TO EXERCISE AND STAY ACTIVE TOGETHER. THIS FREE EVENT HAS GROWN CONTINUALLY EACH YEAR. THIS YEAR WE WERE ABLE TO COME BACK TOGETHER AND HOLD THIS EVENT IN PERSON AT DELAWARE PARK SINCE COVID-19. WE OPTED TO KEEP THE AT-SCHOOL VERSION OF THE PROGRAM THAT WAS CREATED AS A RESPONSE TO COVID-19 WHERE PARTICIPANTS WERE ABLE TO RUN AT THEIR SCHOOLS AND WERE SENT THE NECESSARY RACE SUPPLIES. ADDITIONALLY, WE KEPT THE AT-HOME OPTION IF FAMILIES WERE UNABLE TO RUN AT DELAWARE PARK. THE FOUNDATION MAILED OUT RACE NUMBERS, INSTRUCTIONS, AND MEDALS TO PARTICIPANTS. THIS EVENT TARGETS OVER 8,000 UNDERSERVED FAMILIES THAT ARE OFTEN LACKING THE OPPORTUNITY TO PARTICIPATE IN PHYSICAL ACTIVITIES. KIDS RUN DEMONSTRATES THE IMPORTANCE OF LIVING A HEALTHY LIFESTYLE. KID'S RUN IS A JUNE EVENT FUNDED BY MULTIPLE SOURCES. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. GOOD FOR THE NEIGHBORHOOD #301 (YEAR-LONG) THIS PROGRAM SERVES APPROXIMATELY 2,000 PEOPLE, APPROXIMATELY 30 VOLUNTEERS ASSISTED WITH THIS PROGRAM. GOOD FOR THE NEIGHBORHOOD IS A COMMUNITY-BASED WELLNESS INITIATIVE THAT BRINGS HEALTHY LIVING TRAINING AND LEARNING TOOLS TO AT-RISK NEIGHBORHOODS WHERE ACCESS TO HEALTHCARE IS LIMITED DUE TO SOCIAL AND ECONOMIC BARRIERS. OUR CURRENT AREAS OF FOCUS INCLUDE THE EAST AND WEST BUFFALO, NIAGARA FALLS, LACKAWANNA, AKRON, AND THE RURAL OUTREACH CENTER. THIS PROGRAM ENCOURAGES FAMILIES TO MANAGE AND IMPROVE THEIR HEALTH MORE EFFECTIVELY. GOOD FOR THE NEIGHBORHOOD IS A YEAR-LONG EVENT WITH MULTIPLE SITE VISITS REGULARLY THROUGHOUT THE YEAR. THE PROGRAM IS FUNDED BY THE IHA GRANT. THE FITNESS FOR KIDS CHALLENGE #320(CURRENT SCHOOL YEAR) SERVES APPROXIMATELY: 9,000 CHILDREN THE FITNESS FOR KIDS CHALLENGE IS A FREE COMMUNITY-WIDE INITIATIVE OFFERED TO ELEMENTARY-AGED CHILDREN IN SCHOOLS THROUGHOUT WESTERN NEW YORK SINCE 2008. THE FITNESS FOR KIDS CHALLENGE PROMOTES HEALTHY HABITS SUCH AS GOOD NUTRITION AND PHYSICAL ACTIVITY BY FOLLOWING THE 9-5-2-1-0+YOU GOALS. THE TOP PARTICIPATING SCHOOLS AND CLASSROOMS CAN WIN REWARDS, INCENTIVES AND EVEN FUNDING TO PURCHASE FITNESS EQUIPMENT OR ENHANCE HEALTH AND WELLNESS PROGRAMMING FOR THEIR SCHOOL THIS INITIATIVE REACHES OVER 9,000 STUDENTS ANNUALLY, IN OVER 40 DIFFERENT SCHOOLS. FITNESS FOR KIDS CHALLENGE IS FUNDED BY MULTIPLE SOURCES. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. FIRST NIGHT BUFFALO #113/114 (DECEMBER 31) SERVES APPROXIMATELY 92,000 PEOPLE FIRST NIGHT BUFFALO HAS BEEN A COMMUNITY-WIDE TRADITION IN WESTERN NEW YORK FOR MORE THAN 30 YEARS. FIRST NIGHT BUFFALO IS A FAMILY-FRIENDLY BASH FILLED WITH FUN AND HEALTHY ACTIVITIES FOR ALL TO ENJOY. FAMILIES HAVE THE OPPORTUNITY TO START EACH YEAR OFF RIGHT BY MAKING FIRST NIGHT BUFFALO PART OF THEIR NEW YEAR'S EVEN TRADITION. THE 2023 EVENT WAS VIRTUAL WITH A FREE ONLINE VIDEO COMPONENT FEATURING LOCAL ENTERTAINMENT, WITH AN OPTION TO PURCHASE A PARTY PACK TO CELEBRATE AT HOME AT AN AFFORDABLE COST. THE PROGRAM IS FUNDED BY MULTIPLE SOURCES, INCLUDING PARTY PACK SALES TO THE PUBLIC. REMAINING FUNDS ARE USED FOR THE FOLLOWING YEAR. SOCCER FOR SUCCESS (85 & 86) SOCCER FOR SUCCESS IS A FREE AFTERSCHOOL SOCCER PROGRAM THAT IS PROVIDED IN THE WESTERN NEW YORK REGION TO STUDENTS IN GRADES K-8. THE PROGRAM FOCUSES ON THE ESSENTIALS OF SOCCER, SOCIAL-EMOTIONAL LEARNING, AND COACH MENTORSHIP TO THE STUDENTS, USING A CURRICULUM DEVELOPED BY THE U.S. SOCCER FOUNDATION. FUNDING IS SECURED THROUGH U.S. SOCCER FOUNDATION AND UNITED WAY OF BUFFALO AND ERIE COUNTY, AS WELL AS IHA SUPPORT. THIS PROGRAM SERVES APPROXIMATELY 2,300 YOUTH. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. STUDENT PEER ADVOCATE (YEAR-LONG) SERVES APPROXIMATELY: 17 THE FOUNDATION WAS AWARDED A MULTI-YEAR $100,000 FROM THE OISHEI FOUNDATION ($40,0000 IN 2019, $30,000 IN 2020, AND $30,000 IN 2021). THIS IS A MULTI-PHASED PROGRAM, WHICH WILL WORK TO REDUCE THE IMPACT OF ADVERSE CHILDHOOD EXPERIENCES (ACES) ON THE YOUTH OF WNY. THE STUDENT PEER ADVOCATE PROGRAM, CREATES A HEALTH ADVOCATE/MENTORSHIP OPPORTUNITY IN THE BUFFALO PUBLIC HIGH SCHOOLS. FUNDING NOT UTILIZED DURING THE PANDEMIC WAS APPROVED TO SUPPORT THE PROGRAM THROUGH MAY OF 2023. GROWING UP STRONG (YEAR-LONG) THE GROWING UP STRONG PROGRAM WILL PARTNER WITH WESTERN NEW YORK PEDIATRIC HEALTH CARE PROVIDERS TO BETTER SUPPORT CHILDREN AGES 0-5 AND PROVIDE THESE CHILDREN AND THEIR FAMILIES THE APPROPRIATE TOOLS AND RESOURCES TO FULLY THRIVE. THE GOALS OF THIS PROJECT ARE TO ENCOURAGE PARENTS AND CAREGIVERS TO ATTEND EARLY CHILDHOOD WELL VISITS, EDUCATE CAREGIVERS ABOUT CHILDHOOD DEVELOPMENT AND MILESTONES, BETTER LINK FAMILIES TO NEEDED SERVICES AND RESOURCES, AND SUPPORT PEDIATRICIANS THROUGH INCREASED ENGAGEMENT. OVERALL, THE PROGRAM SEEKS TO PROVIDE CHILDREN AND CAREGIVERS WITH THE SUPPORT AND RESOURCES TO CREATE A STRONGER DEVELOPMENTAL FOUNDATION, MITIGATING THE POTENTIAL NEED FOR ADDITIONAL INTERVENTIONS IN THE FUTURE. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. WELLNESS PROGRAMS: HEALTHY OPTIONS #323 (YEAR-LONG) THE HEALTHY OPTIONS PROGRAM WORKS WITH OVER 250 LOCAL RESTAURANTS AND FOOD TRUCKS TO ANALYZE AND MODIFY MENU ITEMS INTO HEALTHY ALTERNATIVES. THROUGH THIS, THE PROGRAM AIMS TO EDUCATE OUR COMMUNITY TO MAKE MORE INFORMED DECISIONS WHEN DINING OUT AND WHILE COOKING AT HOME. HEALTHY OPTIONS PARTNERS WITH FOOD FESTIVALS AROUND WNY TO SHOWCASE GREAT-TASTING, HEALTHY OPTIONS ITEMS AS WELL AS LOCAL RESTAURANT CHEFS TO HOST HEALTHY COOKING CLASSES FOR THE COMMUNITY. THIS PROGRAM SERVES APPROXIMATELY 45,000 AND IS FUNDED BY MULTIPLE SOURCES. HEALTHY OPTIONS IS PARTIALLY A WEB-BASED PROGRAM AT WWW.HEALTHYOPTIONSBUFFALO.COM. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. HEALTHY OPTIONS AT HOME #323 (YEAR-LONG) HEALTHY OPTIONS AT HOME PROVIDES CHILDREN AND THEIR FAMILIES WITH FREE HEALTHY MEAL KITS DELIVERED TO THEIR DOOR TO ENCOURAGE HEALTHY EATING AND FAMILY ENGAGEMENT. FAMILIES WHO ENROLL HAVE MEALS 4 MEALS DELIVERED (1 PER WEEK FOR 1 MONTH), WHICH INCLUDES ALL THE KITCHEN SUPPLIES NEEDED TO COOK THE MEAL, ALL INGREDIENTS, AND RECIPE CARDS. THEY ALSO HAVE ACCESS TO A VIDEO TO COOK THE RECIPE AND ACCESS TO OUR REGISTERED DIETICIAN WITH ANY QUESTIONS. FUNDING IS PROVIDED BY KEYBANK/FIRST NIAGARA FOUNDATION AS WELL AS DONATIONS FROM BOARD MEMBERS. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. SERVES APPROXIMATELY 1,700 PEOPLE PER YEAR. COLON CANCER ALLIANCE GRANT #228 (OPEN-ENDED) THIS PROGRAM IS FUNDED THROUGH GRANTS FROM THE COLON CANCER ALLIANCE AND IS AN ONGOING EDUCATION AND SCREENING PROGRAM. NOTE: FUNDS ARE NOT REQUIRED TO BE USED BY A CERTAIN DATE-THIS APPLIES TO PAST GRANTS AS WELL. WE CONTINUED TO RUN THE PROGRAM USING PAST FUNDING. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL W. CROPP AND DAN GAGLIARDO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AN AFFILIATED TAXABLE ENTITY). FORM 990, PART VI, SECTION A, LINE 6 INDEPENDENT HEALTH ASSOCIATION, INC. IS THE SOLE CORPORATE MEMBER OF INDEPENDENT HEALTH FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A INDEPENDENT HEALTH ASSOCIATION, INC. IS THE SOLE CORPORATE MEMBER OF INDEPENDENT HEALTH FOUNDATION AND APPOINTS THE BOARD OF DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B INDEPENDENT HEALTH FOUNDATION DOES NOT HAVE COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. AS SUCH, THERE ARE NO MEETINGS OR WRITTEN ACTIONS TO DOCUMENT. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FILING OF THE IRS FORM 990, IT WAS REVIEWED BY MANAGEMENT & MADE AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C INDEPENDENT HEALTH FOUNDATION (IHF) FOLLOWS INDEPENDENT HEALTH ASSOCIATION, INC.'S (A RELATED TAX-EXEMPT ORGANIZATION OF INDEPENDENT HEALTH FOUNDATION) CORPORATE CONFLICT OF INTEREST REPORTING POLICY. THIS POLICY ENCOMPASSES ALL CURRENT IHF OFFICERS/EMPLOYEES (INCLUDING KEY EMPLOYEES) OF THE ORGANIZATION. EMPLOYEES ARE REQUIRED AS PART OF THEIR EMPLOYMENT WITH IHF TO IMMEDIATELY REPORT CONFLICTS OF INTEREST THAT THEY ARE PARTY TO OR THAT THEY OBSERVED, TO THE MANAGEMENT OR INDEPENDENT HEALTH'S CORPORATE COMPLIANCE OFFICER FOR REVIEW BY THE CONFLICT OF INTEREST COMMITTEE OF INDEPENDENT HEALTH. 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 C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE: A COPY OF ITS 990, ITS AUDITED FINANCIAL STATEMENTS, AND ANY OTHER DOCUMENTS AS REQUIRED. INDEPENDENT HEALTH ASSOCIATION 511 FARBER LAKES DRIVE BUFFALO NY 14221 161080163 SEE SUPPLEMENTAL NY 501(C)(4) N/A 0 INDEPENDENT HEALTH CORPORATION 511 FARBER LAKES DRIVE BUFFALO NY 14221 161237733 THIRD PARTY CLAIMS ADMIN NY N/A C 1 INDEPENDENT HEALTH BENEFITS CORPORATION 511 FARBER LAKES DRIVE BUFFALO NY 14221 161483784 POS AND INDEMNITY PRODUCT NY N/A C 1 MASON INSURANCE COMPANY FB FERRY BUILDING 40 CHURCH PO BOX HM HAMILTON BD REINSURANCE BD N/A C 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 INDEPENDENT HEALTH ASSOCIATION M 154590 FMV INDEPENDENT HEALTH ASSOCIATION P 339115 FMV INDEPENDENT HEALTH ASSOCIATION Q 346375 FMV INDEPENDENT HEALTH ASSOCIATION S 2260000 FMV INDEPENDENT HEALTH ASSOCIATION O 334753 FMV PART II, COLUMN (B): PRIMARY ACTIVITY - PROVIDE HEALTH RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.