2024-11-15T09:31:17-06:00 2023-12-31 135565207 KPMG LLP 515 BROADWAY 4TH FLOOR ALBANY NY 122072974 990 2023-01-01 464304317 HEALTH SYSTEM PHYSICIAN PC HEAL 7163756190 UPPER ALLEGHENY HEALTH SYSTEM OLEAN NY 14760 HUGH CHISHOLM CFO 7163756190 2024-11-14 1 0 STEPHANIE LONCZAK P01880207 5184274600 2023 2024-10-15 13:58:12Z CHERYL KLASS 515 MAIN STREET OLEAN NY 14670 709618 0 X N/A X 2011 NY TO PROVIDE EXCELLENT CARE IN RESPONSE TO THE HEALTH CARE NEEDS OF THE COMMUNITY. 0 0 13 0 0 0 0 0 1001880 701256 0 0 97053 8362 1098933 709618 0 0 0 0 1618755 1119037 0 0 0 1099341 964757 2718096 2083794 -1619163 -1374176 134589 199606 11829410 13268603 -11694821 -13068997 X TO PROVIDE EXCELLENT CARE IN RESPONSE TO THE HEALTH CARE NEEDS OF THE COMMUNITY. 0 0 1646110 701256 CURRENTLY THE CENTER'S SERVICES INCLUDE: LOCAL RESIDENTS EXPECT COMPREHENSIVE, AFFORDABLE HEALTH CARE AT LOCALLY OWNED OMEGA FAMILY MEDICINE AND CUBA FAMILY HEALTH CARE. LOCALLY OWNED AND OPERATED, KNOWLEDGEABLE PHYSICIANS, PHYSICIAN ASSISTANTS, DOCTORS AND NURSES PROVIDE SAFE, PRECISE AND COMPASSIONATE CARE, FROM DIAGNOSIS TO TREATMENT FOR CHILDREN, ADOLESCENTS, AND ADULTS. A FULL SERVICE FACILITY, WE OFFER SERVICES IN A VARIETY OF HEALTH SPECIALTIES, INCLUDING FAMILY MEDICINE AND GENERAL ORTHOPEDICS. 1646110 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 NY X TANNYAH CHAPMAN 7163756190 515 MAIN STREET OLEAN NY 14760 JILL OWENS PRESIDENT 40.00 X 0 420884 25210 ZIA M SHEIKH PHYSICIAN 40.00 X 469739 0 64832 469739 420884 90042 1 0 1 0 0 NET PATIENT SERVICE RE 621110 701256 701256 701256 8100 0 8100 8100 8100 MISCELLANEOUS 900099 262 262 262 709618 701256 0 8362 1022174 796269 225905 36899 26567 10332 59964 43174 16790 147025 147025 27427 27427 605366 522280 83086 1181 1181 9 9 15923 15923 129774 56820 72954 MEDICAL EQUIPMENT RENTA 19118 19118 SUPPLIES 18934 18934 2083794 1646110 437684 0 96433 67940 -119721 83200 72913 1042671 983918 74677 58753 134589 199606 307089 768042 11522321 12500561 11829410 13268603 X -11694821 -13068997 -11694821 -13068997 134589 199606 -1374176 0 X X 0 1 X 1 0 X 55747 66067 121814 2367982 1480711 1472469 1001880 701256 7024298 2367982 1536458 1538536 1001880 701256 7146112 0 0 0 7146112 35375 58350 17550 6750 8100 126125 35375 58350 17550 6750 8100 126125 27015 43344 73493 90303 262 234417 2430372 1638152 1629579 1098933 709618 7506654 0.95200 0.95460 0.01680 0.01810 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 27,015. 2020 AMOUNT: $ 43,344. 2021 AMOUNT: $ 73,493. 2022 AMOUNT: $ 90,303. 2023 AMOUNT: $ 262. 37025 26135 10890 1005646 957783 47863 58753 DUE TO AFFILIATES 12500561 12500561 X PART X, LINE 2: FIN 48 FOOTNOTE FORM 990 KALEIDA AND SUBSTANTIALLY ALL OF ITS AFFILIATES HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. KALEIDA RECOGNIZES INCOME TAX POSITIONS WHEN IT IS MORE-LIKELY THAN-NOT THAT THE POSITION WILL BE SUSTAINABLE BASED ON THE MERITS OF THE POSITION. MANAGEMENT HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT NEED TO BE RECORDED. X X 0 0 0 0 0 0 0 0 0 ZIA M SHEIKH PHYSICIAN 469739 0 0 0 0 0 0 0 64832 0 534571 0 0 0 JILL OWENS PRESIDENT 0 395386 0 0 0 25498 0 8699 0 16511 0 446094 0 0 FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: AN ON CAMPUS LAB AS WELL AS IMMUNIZATIONS AND OFFICE TESTING ENSURE YOU ARE AFFORDED ABSOLUTE CONVENIENCE. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS OF UPPER ALLEGHENY HEALTH SYSTEM ("UAHS") MAINTAINS THE OPERATIONS AND HAS RESPONSIBILITY OVER THE ORGANIZATION. ALL MANAGEMENT DUTIES OF THE ORGANIZATION ARE DONE BY THE UAHS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8A THE ORGANIZATION DOES NOT RETAIN ITS OWN GOVERNING BODY. THE BOARD OF DIRECTORS OF UPPER ALLEGHENY HEALTH SYSTEM ("UAHS") MAINTAINS THE OPERATIONS AND HAS RESPONSIBILITY OVER THE ORGANIZATION. DISCUSSIONS AND FINANCIALS WERE PRESENTED AS A PART OF THE UAHS FINANCE AND BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT RETAIN ITS OWN GOVERNING BODY. THE BOARD OF DIRECTORS OF UPPER ALLEGHENY HEALTH SYSTEM ("UAHS") MAINTAINS THE OPERATIONS AND HAS RESPONSIBILITY OVER THE ORGANIZATION. DISCUSSIONS AND FINANCIALS WERE PRESENTED AS A PART OF THE UAHS FINANCE AND BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION DOES NOT HAVE A BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED BY MANAGEMENT FOR UPPER ALLEGHENY HEALTH SYSTEM IN CONSULTATION WITH THE ORGANIZATION'S TAX ADVISORS. THE PRESIDENT OF THE ORGANIZATION REVIEWS AND SIGNS THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PRESENTED AND REVIEWED ANNUALLY. OFFICERS OF THE ORGANIZATION SHALL SUBMIT IN WRITING A LIST OF ALL BUSINESS OR OTHER ORGANIZATIONS OF WHICH HE/SHE IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, HOWEVER (EITHER AS SOLE PROPRIETOR OR PARTNER), SHAREHOLDER WITH 5% OR GREATER INTEREST IN ALL OUTSTANDING VOTING SHARE, EMPLOYEE OR AGENT, WITH WHICH THE CORPORATION HAS, OR MIGHT BE REASONABLY IN THE FUTURE ENTER INTO, A RELATIONSHIP OR A TRANSACTION IN WHICH THERE WOULD BE CONFLICTING INTERESTS. EACH WRITTEN STATEMENT WILL BE RESUBMITTED WITH ANY NECESSARY CHANGES EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A AND 15B ARE CHECKED NO BECAUSE THE ORGANIZATION DOES NOT COMPENSATE ITS PRESIDENT. THE PRESIDENT'S SALARY IS DETERMINED AND PAID FOR BY A RELATED ORGANIZATION. THE PROCESS FOR COMPENSATION SETTING BY THE RELATED ORGANIZATION IS AS FOLLOWS: ON A REGULAR BASIS, THE ORGANIZATION PROVIDES DOCUMENTATION TO THE COMPENSATION COMMITTEE OF THE BOARD WITH RESPECT TO THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES FOR REVIEW AND APPROVAL. SUCH INFORMATION IS COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT AND INCLUDES COMPARABLE DATA FROM SIMILAR SIZE TAX-EXEMPT ORGANIZATIONS IN THE WESTERN NEW YORK COMMUNITY AS WELL AS COMPENSATION FOR THESE POSITIONS (AS DISCLOSED ON FORM 990) WITH OTHER ORGANIZATIONS IN THE HEALTH CARE INDUSTRY THAT ARE OF SIMILAR SIZE, DEMOGRAPHICS AND GEOGRAPHY. REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT BY THE COMPENSATION COMMITTEE IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PAGE 1, BOX J: ADDITIONAL WEBSITES FOR THE ORGANIZATION INCLUDE WWW.OMEGAFAMILYMEDICINE.NET AND WWW.CUBAFAMILYHEALTHCARE.COM KALEIDA HEALTH 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 161533232 HOSPITAL NY 501(C)(3) 3 N/A 0 MILLARD FILLMORE AMBULATORY SURG CENTER 726 EXCHANGE STREET SUITE 200 BUFFALO NY 12410 161307129 SUPPORT ORG NY 501(C)(3) 12A KH 0 VNA HOME CARE SERVICES 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 161491203 HOME HLTHCARE NY 501(C)(3) 10 KH 0 VNA OF WESTERN NEW YORK 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 160743214 HOME HLTHCARE NY 501(C)(3) 10 KH 0 VISK INC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 222738425 SUPPORT ORG NY 501(C)(3) 10 KH 0 THE WOMEN & CHILDRENS HOSP OF BFLO FDN 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 161332044 FUNDRAISING NY 501(C)(3) 7 KH 0 KALEIDA HEALTH FOUNDATION 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 161579143 FUNDRAISING NY 501(C)(3) 7 KH 0 UPPER ALLEGHENY HEALTH SYSTEM INC 515 MAIN STREET OLEAN NY 14760 271255425 SUPPORT ORG NY 501(C)(3) 12A KH 0 OLEAN GENERAL HOSPITAL 515 MAIN STREET OLEAN NY 14760 160743102 HOSPITAL NY 501(C)(3) 3 UAHS 0 BRADFORD REGIONAL MED SVCS 116 INTERSTATE PARKWAY BRADFORD PA 16701 232875157 PHYS. GROUP PA 501(C)(3) 3 OGH 0 CHILDREN'S HEALTH HOME OF WNY INC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 814086046 PED HOME HEALTH NY 501(C)(3) 10 KH 0 HARLEM ROAD LEASING LLC 3435 MAIN STREET BUFFALO NY 14214 205588135 EQUIPMENT LEASING NY KALEIDA HEALTH 0 0 AMTON IMAGING LLC 199 PARK CLUB LANE SUITE 300 WILLIAMSVILLE NY 14221 262925470 HEALTH CARE NY KALEIDA WNYI 0 0 SITE E LLC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 272124795 REAL ESTATE MGMT NY KPI 0 0 SOUTHTOWNS IMAGING LLC 5959 BIG TREE ROAD SUITE 105 ORCHARD PARK NY 14127 471123230 EQUIPMENT LEASING NY KALEIDA WNYI 0 0 COLLABORATIVE CARE VENTURES L 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 472365690 HEALTH CARE NY KALEIDA HEALTH 0 0 GREAT LAKES MED BILLING SVCS 199 PARK CLUB LANE WILLIAMSVILLE NY 14221 461668448 MEDICAL BILLING NY KALEIDA WNYI 0 0 SOUTHTOWNS SURGERY CENTER LLC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 464742028 HEALTH CARE NY KALEIDA HEALTH 0 0 KALEIDA PROPERTIES INC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 222738483 PROP MGMT SER NY N/A C 0 WESTLINK CORPORATION 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 161354421 MED & DIAG SV NY N/A C 0 KHBC INC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 462164089 HEALTH CARE NY N/A C 0 GREAT LAKES INTEGRATED NETWORK INC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 823184375 HEALTH CARE NY N/A C 0 OLEAN MEDICAL PRACTICE PLLC 726 EXCHANGE STREET SUITE 515 BUFFALO NY 14210 881324896 HEALTH CARE NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0