2024-08-07T16:44:47-05:00 2023-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2023-01-01 141633614 IROQUOIS HEALTHCARE ALLIANCE INC IROQ 5183835060 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 THOMAS W HOSEY CFO 5183835060 2024-07-24 1 1 THOMAS J GIUFRE P00841958 3154463600 2024-07-23 2023 2024-08-08 14:25:15Z GARY J FITZGERALD 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 1374350 0 X WWW.IROQUOIS.ORG X 1981 NY TO SERVE AS A RESOURCE AND LEADER TO SUPPORT OUR MEMBERS AND THE COMMUNITIES THEY SERVE THROUGH ADVOCACY, EDUCATION, INFORMATION, COST-SAVING INITIATIVES AND BUSINESS SOLUTIONS. 38 38 12 38 0 0 0 0 732319 792365 28207 51543 0 0 760526 843908 0 0 0 0 497604 671375 0 0 0 141397 139125 639001 810500 121525 33408 2280889 2662936 1005498 1236778 1275391 1426158 TO PROVIDE AN ORGANIZATION THROUGH WHICH INTERESTS OF HOSPITALS AND HEALTH CARE FACILITIES CAN BE EFFECTIVELY REPRESENTED AT REGIONAL, STATE AND FEDERAL LEVELS. 0 0 THE ALLIANCE REPRESENTS THE CONCERNS OF 40 TO 50 HOSPITALS AND HEALTH SYSTEMS AT THE REGIONAL, STATE AND FEDERAL LEVEL. 0 0 1 1 0 0 0 1 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 1 0 0 1 2 0 1 12 1 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THOMAS W HOSEY CPA CFO 5183487442 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 JEFF JOYNER DIRECTOR 0.50 0.50 X 0 0 0 DARLENE STROMSTAD VICE CHAIR 0.50 0.50 X X 0 0 0 RICH DUVALL DIRECTOR 0.50 0.50 X 0 0 0 ROBERT CORONA DIRECTOR 0.50 0.50 X 0 0 0 SEAN FADALE 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 DAVID BENDER 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 SECRETARY 0.50 0.50 X X 0 0 0 THOMAS CARMAN PAST CHAIR 0.50 0.50 X X 0 0 0 MARTIN STALLONE TREASURER 0.50 0.50 X X 0 0 0 DRAKE LAMEN MD 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 JON SCHILLER DIRECTOR 0.50 0.50 X 0 0 0 TOMMY IBRAHIM DIRECTOR 0.50 0.50 X 0 0 0 PAUL SCIMECA DIRECTOR 0.50 0.50 X 0 0 0 REBECCA GOULD DIRECTOR 0.50 0.50 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 DIRECTOR 0.50 0.50 X 0 0 0 DENNIS MCKENNA DIRECTOR 0.50 0.50 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 EMILY MASTALER DIRECTOR 0.50 0.50 X 0 0 0 JILL VANKUREN DIRECTOR 0.50 0.50 X 0 0 0 ED MCNAMARA 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 DIRECTOR 0.50 0.50 X 0 0 0 KATHY SCHLEIDER DIRECTOR 0.50 0.50 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 GARY FITZGERALD PRESIDENT & CEO 20.00 20.00 X 315575 314029 46289 KEVIN KERWIN EXECUTIVE VICE PRESIDENT AND LEGISLATIVE COUNSEL 17.00 23.00 X 69309 93734 36804 THOMAS HOSEY CHIEF FINANCIAL OFFICER 6.00 34.00 X 27113 156103 28356 EILEEN MURPHY SR. DIRECTOR OF SPECIAL PROJECTS 0.00 40.00 X 0 149344 8056 DONNA GAMMARATO EXECUTIVE DIRECTOR -UISS 0.00 40.00 X 0 232202 12176 FRANCINE FREISE SENIOR REGIONAL DIRECTOR - UISS 0.00 40.00 X 0 161460 4675 KATHLEEN KIRVIN SENIOR DIRECTOR, MARKETING AND COMMUNICATIONS 12.00 28.00 X 42534 95006 8200 ANDREW NAULT DIRECTOR, BUSINESS DEVELOPMENT 0.00 40.00 X 0 116059 26428 LAUREN FORD SENIOR DIRECTOR OF DATA ANALYTICS 6.00 34.00 X 18932 107926 17542 ANDREW JEWETT DIRECTOR HOSPITAL PREPAREDNESS 0.00 40.00 X 0 104742 8646 473463 1530605 197172 10 0 1 0 0 MEMBERSHIP DUES 812900 792365 792365 792365 41674 41674 540311 530442 9869 9869 9869 843908 792365 0 51543 453551 173826 6153 7403 30442 5000 5378 19341 818 5477 11000 1134 4515 CONSULTANT SERVICES 72000 DUES & SUBSCRIPTIONS 7144 MISCELLANEOUS 3864 EQUIPMENT AND RENTALS 3454 810500 69240 9325 254061 335960 111519 129120 5659 11523 4856 4856 0 0 1840410 2177008 2280889 2662936 230476 131578 775022 949995 0 155205 1005498 1236778 X 1275391 1426158 1275391 1426158 2280889 2662936 33408 117359 0 X X 0 1 X 1 0 5000 0 0 0 1 UHAP PAC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 5000 0 1 0 0 PART I-A, LINE 1: CONTRIBUTIONS TO POLITICAL ACTION CAMPAIGN 0 1 X 4856 4856 0 0 DUE TO AFFLIATES 155205 155205 X PART IV, LINE 2B: THE ALLIANCE HAS A 457(B) DEFERRED COMPENSATION PLAN ON BEHALF OF CERTAIN EXECUTIVES WHICH PROVIDE FOR A FIXED AMOUNT OF THEIR SALARIES TO BE DEPOSITED UNDER THE ALLIANCE'S CONTROL INTO MUTUAL FUNDS SELECTED BY THE EMPLOYEES UNTIL THE EMPLOYEES ELECT TO DISCONTINUE THE AGREEMENT OR WITHDRAW THE FUNDS IN ACCORDANCE WITH THE PLAN PROVISIONS. PART X, LINE 2: THE IROQUOIS ALLIANCE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. 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, 2023 AND 2022, THERE WERE NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS NOR ANY RELATED ACCRUED INTEREST OR PENALTIES. 0 0 0 GARY FITZGERALD PRESIDENT & CEO 244295 242749 71280 71280 0 0 11550 11550 11646 11543 338771 337122 0 0 DONNA GAMMARATO EXECUTIVE DIRECTOR -UISS 0 179393 0 52809 0 0 0 12176 0 0 0 244378 0 0 THOMAS HOSEY CHIEF FINANCIAL OFFICER 25613 147603 1500 8500 0 0 409 1227 3668 23052 31190 180382 0 0 KEVIN KERWIN EXECUTIVE VICE PRESIDENT AND LEGISLA 59197 78567 10112 15167 0 0 4142 5942 10139 16581 83590 116257 0 0 FRANCINE FREISE SENIOR REGIONAL DIRECTOR - UISS 0 151491 0 9969 0 0 0 3054 0 1621 0 166135 0 0 EILEEN MURPHY SR. DIRECTOR OF SPECIAL PROJECTS 0 115092 0 34252 0 0 0 8056 0 0 0 157400 0 0 PART I, LINE 3: THE ALLIANCE IS AN AFFILIATE OF IROQUOIS HEATHCARE ASSOCIATION, INC. (ASSOCIATION). THE ASSOCIATION USED THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY/STUDY 5. APPROVAL BY COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS VOTING 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 THE 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 CEO AND/OR CFO) 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 ALLIANCE. 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. ALLIANCE 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. AN INDEPENDENT CONSULTANT EVALUATES AND RECOMMENDS SALARY RANGES. SEE FORM 990, SCHEDULE J, PART III FOR ADDITIONAL DETAILS. THE PRESIDENT/CEO EVALUATES OTHER OFFICER AND KEY EMPLOYEE SALARIES BASED ON COMPARABLE DATA FROM COMPENSATION SURVEYS AND STUDIES OF SIMILAR ORGANIZATIONS. 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IROQUOIS HEALTHCARE ASSOCIATION INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 150530217 SERVE MEMBER HOSPITALS BY DEVELOPING AND COORDINATING PROGRAMS NY 501(C)(3) LINE 10 N/A 0 UNITED IROQUIOS SHARED SERVICES INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 161204933 PROVIDE CENTRALIZED PURCHASING SERVICES TO ITS MEMBERS NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0