2025-08-11T11:37:39-05:00 2024-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2024-01-01 993019895 CARING GENE HEALTHCARE CAREER PATHWAYS INC CARI 5182901700 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 THOMAS W HOSEY CPA, CFO 5182901700 2025-08-07 1 1 THOMAS J GIUFRE P00841958 3154463600 2025-08-07 2024 2025-03-06 01:10:19Z X KEVIN M KERWIN 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 1752451 0 X WWW.CARINGGENE.ORG X 2024 NY THE PRIMARY PURPOSE OF CARING GENE IS TO FACILITATE THE STATE OF NEW YORK DEPARTMENT OF HEALTH'S CAREER PATHWAYS TRAINING PROGRAM GRANT TO PROVIDE COMPREHENSIVE SUPPORT, INCLUDING CAREER EXPLORATION, COMPLETE COVERAGE OF TUITION, AND JOB PREPARATION FOR INDIVIDUALS WITH INTERESTS IN BEHAVIORAL HEALTH AND SOCIAL CARE AS WELL AS HEALTHCARE. 3 0 17 0 0 0 1752451 0 0 0 1752451 0 0 743627 0 0 1008824 1752451 0 7666276 7666276 0 X THE PRIMARY PURPOSE OF CARING GENE IS TO FACILITATE THE STATE OF NEW YORK DEPARTMENT OF HEALTH'S CAREER PATHWAYS TRAINING PROGRAM GRANT TO PROVIDE COMPREHENSIVE SUPPORT, INCLUDING CAREER EXPLORATION, COMPLETE COVERAGE OF TUITION, AND JOB PREPARATION FOR INDIVIDUALS WITH INTERESTS IN BEHAVIORAL HEALTH AND SOCIAL CARE AS WELL AS HEALTHCARE. 1 0 1463897 THE STATE OF NEW YORK DEPARTMENT OF HEALTH CREATED THE CAREER PATHWAYS TRAINING (CPT) PROGRAM. THE CPT PROGRAM COVERS THE COST OF EDUCATION AND SUPPORT SERVICES FOR STUDENTS ACROSS THIRTEEN HEALTHCARE TITLES. CARING GENE HEALTHCARE CAREER PATHWAYS, INC. IS ONE OF THREE NYS ORGANIZATIONS ADMINISTERING THE PROGRAM. IN RETURN FOR PROVIDING EDUCATION AND SUPPORT, STUDENT PARTICIPANTS IN THE CPT PROGRAM ARE REQUIRED TO GIVE A THREE-YEAR COMMITMENT TO CERTAIN HEALTHCARE PROVIDERS. AS OF DECEMBER 31, 2024, THERE WERE 8 STUDENTS PARTICIPATING IN THE CPT PROGRAM. AS OF JULY 31, 2025, THERE WERE 1,531 STUDENTS PARTICIPATING IN THE CPT PROGRAM. 1463897 1 1 0 0 0 0 0 0 0 0 0 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 5 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 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 5183487442 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 KEVIN KERWIN CHAIR & ACTING CEO 8.00 32.00 X X 49162 186023 43639 THOMAS HOSEY TREASURER & CFO 9.00 31.00 X X 60633 198328 44268 EILEEN MURPHY VICE CHAIR/SECRETARY/SR. DIRECTOR 18.00 22.00 X X 72689 84946 9458 GARY FITZGERALD PRESIDENT & CEO 1.00 39.00 X 11088 697744 45370 TOSHA GRIMMER EXECUTIVE DIRECTOR 30.00 10.00 X 76858 24869 19885 DONNA GAMMARATO EXECUTIVE DIRECTOR - UISS 0.00 40.00 X 0 266149 13764 FRANCINE FREISE SENIOR REGIONAL DIRECTOR 0.00 40.00 X 0 202206 13351 KATHLEEN KIRVIN VP MARKETING & COMMUNICATIONS 6.00 34.00 X 20738 129541 8902 LAUREN FORD VP STRATEGY AND ANALYTICS 6.00 34.00 X 20270 123016 19785 ANDREW NAULT DIR HOSP PREP & BUSINESS DEV 5.00 35.00 X 16710 123343 29997 328148 2036165 248419 0 0 1 0 HEALTHSTREAM INC 500 11TH AVENUE NORTH STE 1000 NASHVILLE TN 37203 LEARNING MANAGEMENT SYSTEM 648500 1 1752451 1752451 1752451 0 0 0 331979 209813 122166 340420 286883 53537 8086 6466 1620 21147 16555 4592 41995 31496 10499 110471 64442 46029 13645 13645 82545 61909 20636 30407 22805 7602 11400 8550 2850 4732 3549 1183 14014 10511 3503 EXPENDABLE SYS. & LIC. 738838 738838 MISCELLANEOUS 1458 1094 364 EQUIPMENT AND RENTAL 1314 986 328 1752451 1463897 288554 0 9517 6820280 836479 0 7666276 212337 7294615 0 159324 0 7666276 X 0 0 0 0 0 0 0 7666276 0 0 X X 0 1 X 1 1 1 X 1752451 1752451 1752451 1752451 1752451 1752451 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 159324 159324 X PART X, LINE 2: CARING GENE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. HOWEVER, CARING GENE IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 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, 2024, THERE WERE NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS NOR ANY RELATED ACCRUED INTEREST OR PENALTIES. X X X X X 0 0 0 0 0 0 0 0 0 GARY FITZGERALD PRESIDENT & CEO 11088 535744 0 162000 0 0 378 23772 332 20888 11798 742404 0 0 THOMAS HOSEY TREASURER & CFO 60633 136171 0 62157 0 0 3244 10611 7121 23292 70998 232231 0 0 DONNA GAMMARATO EXECUTIVE DIRECTOR - UISS 0 202035 0 64114 0 0 0 13764 0 0 0 279913 0 0 KEVIN KERWIN CHAIR & ACTING CEO 49162 133697 0 52326 0 0 2765 10461 6357 24056 58284 220540 0 0 FRANCINE FREISE SENIOR REGIONAL DIRECTOR 0 167309 0 34897 0 0 0 11955 0 1396 0 215557 0 0 ANDREW NAULT DIR HOSP PREP & BUSINESS DEV 16710 103431 0 19912 0 0 1047 7730 2532 18688 20289 149761 0 0 EILEEN MURPHY VICE CHAIR/SECRETARY/SR. DIRECTOR 72689 62427 0 22519 0 0 4361 5097 0 0 77050 90043 0 0 LAUREN FORD VP STRATEGY AND ANALYTICS 20270 101001 0 22015 0 0 1224 7428 1575 9558 23069 140002 0 0 KATHLEEN KIRVIN VP MARKETING & COMMUNICATIONS 20738 106434 0 23107 0 0 1228 7674 0 0 21966 137215 0 0 PART I, LINE 3: THE CARING GENE HEALTHCARE CAREER PATHWAYS, INC. IS AN AFFILIATE OF IROQUOIS HEALTHCARE 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 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. FORM 990, PART III, LINE 2 THE STATE OF NEW YORK DEPARTMENT OF HEALTH CREATED THE CAREER PATHWAYS TRAINING (CPT) PROGRAM. THE CPT PROGRAM COVERS THE COST OF EDUCATION AND SUPPORT SERVICES FOR STUDENTS ACROSS THIRTEEN HEALTHCARE TITLES. CARING GENE HEALTHCARE CAREER PATHWAYS, INC. IS ONE OF THREE NYS ORGANIZATIONS ADMINISTERING THE PROGRAM. IN RETURN FOR PROVIDING EDUCATION AND SUPPORT, STUDENT PARTICIPANTS IN THE CPT PROGRAM ARE REQUIRED TO GIVE A THREE-YEAR COMMITMENT TO CERTAIN HEALTHCARE PROVIDERS. AS OF DECEMBER 31, 2024, THERE WERE 8 STUDENTS PARTICIPATING IN THE CPT PROGRAM. AS OF JULY 31, 2025, THERE WERE 1,531 STUDENTS PARTICIPATING IN THE CPT PROGRAM. FORM 990, PART VI, SECTION A, LINE 6 IROQUOIS HEALTHCARE ASSOCIATION, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A IROQUOIS HEALTHCARE ASSOCIATION, INC., AS SOLE MEMBER, SHALL ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. 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 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 CARING GENE HEALTHCARE CAREER PATHWAYS, 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. CARING GENE 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 IROQUOIS HEALTHCARE ASSOCIATION, INC. 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 BOARD OF DIRECTORS, UNDER DIRECTION OF THE SOLE MEMBER, IROQUOIS HEALTHCARE ASSOCIATION, INC., ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 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 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 0 UNITED IROQUIOS SHARED SERVICES INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 161204933 PROVIDE CENTRALIZED PURCHASING SERVICES TO ITS MEMBERS NY C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0