2025-11-05T15:17:10-06:00 2024-12-31 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990 2024-01-01 150532288 HELIO HEALTH INC HELI 3154745506 518 JAMES STREET SYRACUSE NY 13203 KATHLEEN GAFFNEY-BABB PRESIDENT/CEO 3154745506 2025-11-05 1 1 BETTINA LIPPHARDT P00956232 3154227109 2025-11-05 2024 2025-03-06 01:10:19Z KATHLEEN GAFFNEY-BABB 518 JAMES STREET SYRACUSE NY 13203 108857733 0 X WWW.HELIO.HEALTH X 1920 NY TO TRANSFORM THE LIVES OF THOSE STRUGGLING WITH SUBSTANCE USE AND MENTAL HEALTH DISORDERS. 15 15 1449 33 0 0 31489594 34765296 68143147 73327825 -1814 445243 1129817 296386 100760744 108834750 0 0 0 0 65221755 74750775 0 0 0 35195163 35988316 100416918 110739091 343826 -1904341 100671388 102000901 80248305 81873804 20423083 20127097 X TO PROMOTE RECOVERY FROM SUBSTANCE USE AND MENTAL HEALTH DISORDERS AND OTHER HEALTH ISSUES. WE TREAT THE WHOLE PERSON BY PROVIDING COMPREHENSIVE SERVICES INCLUDING HEALTHCARE, HOUSING, TRAINING AND FAMILY SUPPORT FOR IMPROVED HEALTH. 0 0 25575148 24336353 OUTPATIENT SERVICES - OUR CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC (CCBHC) PROVIDED A COMPREHENSIVE ARRAY OF SERVICES NECESSARY TO CREATE ACCESS, STABILIZE PEOPLE IN CRISIS, AND PROVIDE THE APPROPRIATE TREATMENT FOR THOSE WITH SUBSTANCE USE AND MENTAL HEALTH DISORDERS. THESE SERVICES FOCUSED ON ADDITIONAL INTEGRATION THAT EMPHASIZES RECOVERY, WELLNESS, TRAUMA-INFORMED CARE AND OTHER PHYSICAL-BEHAVIORAL HEALTH NEEDS. AS ONE OF ONLY 39 CCBHCS IN NEW YORK, THE PROGRAMS GOAL IS TO PROVIDE COMPREHENSIVE OUTPATIENT MENTAL HEALTH AND SUBSTANCE USE SERVICES THAT ARE PERSON-CENTERED, TRAUMA-INFORMED AND EVIDENCE-BASED. HELIO HEALTH IS COMMITTED TO DELIVERING SERVICES THAT ARE FLEXIBLE AND MOBILE TO ADAPT TO THE SPECIFIC AND CHANGING NEEDS OF EVERY INDIVIDUAL. THIS PROGRAM PROVIDED 120,169 UNITS OF SERVICE DURING THE YEAR. 12090184 8164978 MEDICALLY SUPERVISED SERVICES AND INPATIENT REHABILITATION - HELIO HEALTH OFFERS MEDICALLY SUPERVISED WITHDRAWAL AND STABILIZATION SERVICES AND INPATIENT REHABILITATION SERVICES IN SYRACUSE, ROCHESTER AND BINGHAMTON, NEW YORK. THESE NYS OASAS CERTIFIED FACILITIES THAT OFFER TREATMENT SERVICES TO THOSE THAT ARE TEMPORARILY INCAPACITATED FROM ALCOHOL AND OTHER SUBSTANCES. MEDICAL AND CLINICAL STAFF ARE ON-SITE 24 HOURS A DAY TO ASSIST PATIENTS IN MANAGING THEIR MILD TO MODERATE WITHDRAWAL SYMPTOMS WITHIN A MEDICALLY STRUCTURED SETTING, PROVIDING A SAFE PLACE TO BEGIN THE RECOVERY PROCESS. INDIVIDUAL AND GROUP COUNSELING ARE COMBINED WITH MEDICAL CARE AND BED REST IN A SAFE AND COMFORTABLE ENVIRONMENT. THE AVERAGE LENGTH OF STAY IS THREE TO FIVE DAYS BUT MAY VARY BASED ON THE SPECIFIC NEEDS OF THE INDIVIDUAL. THESE PROGRAMS SERVED 4,453 INDIVIDUALS DURING THE YEAR. 10587473 10596317 RESIDENTIAL TREATMENT SERVICES - HELIO HEALTH OFFERS SEVERAL RESIDENTIAL TREATMENT SERVICES INCLUDING SUPPORTIVE HOUSING AND SINGLE ROOM OCCUPANCY (SRO) SERVICES. SUPPORTIVE HOUSING PROGRAMS ASSIST INDIVIDUALS WITH A SERIOUS PSYCHIATRIC DISABILITY AND HIGH PRIORITY STATUS TO OBTAIN INDEPENDENT APARTMENT LIVING WITHIN THE COMMUNITY BY PROVIDING INDIVIDUALIZED LEVELS OF SUPPORT BASED ON CLIENT NEED. SUPPORTS INCLUDE ASSISTANCE WITH HOUSING SET UP, AND COMMUNICATION WITH PROPERTY OWNERS, FINANCIAL SOURCES, AND TREATMENT TEAMS. PARTICIPANTS ARE ENCOURAGED TO ENGAGE WITH OUTPATIENT TREATMENT AND WELLNESS SELF-MANAGEMENT. SRO'S PROVIDE LONG-TERM, DORMITORY-STYLE HOUSING FOR ADULTS WHO MEET THE CRITERIA FOR SERIOUS MENTAL ILLNESS (SMI). RESIDENCES STAFFED 24/7 WITH SECURE RECEPTION AREAS. ON-SITE STAFF PROVIDES SERVICES INCLUDING MEDICATION SELF-ADMINISTRATION ASSISTANCE, CRISIS INTERVENTION, SKILLS COACHING TO BUILD ACTIVITIES FOR DAILY LIVING, PERSON-CENTERED RECOVERY OPPORTUNITIES, AND SOCIAL AND RECREATIONAL EVENTS. THE SRO'S PROVIDED 51,753 DAYS OF SERVICE IN THE CURRENT YEAR. 48822260 30407204 48822260 30407204 97075065 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 290 0 1 1449 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JEFFREY JUSTICE 3154745506 518 JAMES STREET SYRACUSE NY 13203 SHANE MCCROHAN ESQ CHAIRPERSON 4.00 X X 0 0 0 MARTIN MCDERMOTT VICE CHAIRPERSON 4.00 X X 0 0 0 LISA MORROW-WHITTAKER SECRETARY 4.00 1.00 X X 0 0 0 TRAVIS SMITH TREASURER 4.00 X X 0 0 0 ROBERT JOHNSON BOARD MEMBER 2.00 X 0 0 0 SCOTT LICKSTEIN ESQ BOARD MEMBER 2.00 X 0 0 0 JAMES ANTONACCI BOARD MEMBER 2.00 X 0 0 0 SCOTT MCGUINNESS PHD BOARD MEMBER 2.00 X 0 0 0 JOSEPH ZIKUSKI BOARD MEMBER 2.00 X 0 0 0 CHERYL PUSZTAI BOARD MEMBER 2.00 X 0 0 0 JOHN BALZANO ESQ BOARD MEMBER 2.00 X 0 0 0 DAVID MATHIS BOARD MEMBER 2.00 X 0 0 0 JAMES D'ONOFRIO BOARD MEMBER 2.00 X 0 0 0 HELEN LOPEZ BOARD MEMBER 2.00 X 0 0 0 PATRICIA BUELL BOARD MEMBER 2.00 X 0 0 0 KATHLEEN GAFFNEY-BABB PRESIDENT/CEO 40.00 1.00 X 399787 0 41519 JEFFREY JUSTICE CFO 40.00 1.00 X 191786 0 37563 ROSS SULLIVAN MEDICAL DIRECTOR 40.00 X 366054 0 32879 FREDERICK SENGSTACKE II PHYSICIAN 40.00 X 287147 0 27610 MOHAMMED AHMER SIDDIQUI PHYSICIAN 40.00 X 313960 0 17056 ARCHANA KATHPAL PHYSICIAN 40.00 X 265934 0 4645 LISA MANCINI COO/EXECUTIVE VP 40.00 X 283152 0 15516 SHEILA R SKURPSKI PHYSICIAN 40.00 X 250277 0 31133 2358097 0 207921 75 0 1 0 PAULA ZEBROWSKI MD 375 W ONONDAGA ST SYRACUSE NY 13202 PSYCHIATRIST 398000 MIHAI T SIMIONESCU MD 98 N 2ND ST FULTON NY 13069 PSYCHIATRIST 384020 GEORGE A KOZMINSKI MD 18 JORDAN RD NEW HARTFORD NY 13413 MEDICAL 230750 TIMOTHY WIEGAND MD 11 BEECHBROOK LANE ROCHESTER NY 14625 MEDICAL 226374 ELIJAH STEVENS 3650 JAMES ST SUITE 204 SYRACUSE NY 13206 MEDICAL 205770 8 39850 34148891 576555 34765296 MEDICAID AND MEDICARE 624100 62043787 62043787 FEES AND GOVERNMENT AGENCIES 624100 3939495 3939495 OTHER THIRD PARTY PROVIDERS 624100 3382945 3382945 CLIENT FEES 624100 2320871 2320871 AMORTIZATION OF MORTGAGES PAYABLE 624100 965417 965417 675310 675310 73327825 45150 45150 119359 0 119359 119359 119359 423076 22983 400093 400093 400093 MISCELLANEOUS REVENUE 900099 177027 177027 177027 108834750 73504852 0 564602 1069588 398933 670655 59179318 52125518 7053800 1453495 1393753 59742 7230174 6119969 1110205 5818200 5184251 633949 26508 26508 146011 54301 91710 143634 10593 133041 5732553 5352002 380551 290011 172505 117506 2292720 1964431 328289 1212028 1145828 66200 1193268 1050397 142871 567971 420278 147693 1247424 603699 643725 3187086 3025747 161339 1480112 1300081 180031 EQUIPMENT RENTAL & LEAS 7910331 7201127 709204 PROGRAM EXPENSE 6672255 6470343 201912 MAINTENANCE AND REPAIRS 2880696 2607446 273250 BAD DEBTS, UNCOMPENSATE 911218 404989 506229 94490 42366 52124 110739091 97075065 13664026 0 1097815 1061276 1673 40661 7696108 4862163 5721499 6575464 704370 545617 104742774 24011242 76622195 80731532 614305 520802 579669 8306926 6990214 100671388 102000901 8443070 6762469 8687096 14670164 3049959 3311470 41859016 40944156 3103458 15105706 16185545 80248305 81873804 X 19821198 19462570 601885 664527 20423083 20127097 100671388 102000901 X -1904341 102360 1505995 X 0 1 X 1 1 1 X 13469245 29906736 25998491 31489594 34765296 135629362 13469245 29906736 25998491 31489594 34765296 135629362 135629362 8494 15719 99182 170423 164509 458327 136087689 301671663 0.99660 0.99710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 81083 3775 84858 81265 -182 81083 55269 25996 81265 51494 3775 55269 47719 3775 51494 1.00000 1 0 1426016 1426016 76797257 21027634 55769623 6855007 2983608 3871399 19664494 19664494 80731532 BENEFICIAL INTEREST IN PERPETUAL TRUST 84858 DUE FROM AFFILIATE 139187 RESTRICTED CASH 1396524 CASH HELD FOR REPRESENTATIVE PAYEE PROGRAM 3311470 OPERATING LEASE RIGHT-OF-USE-ASSET 2058175 6990214 OASAS PROJECT ADVANCES 14127370 OPERATING LEASE LIABILITIES 2058175 16185545 110787653 102360 175000 1675543 1952903 108834750 0 108834750 110973753 175000 59662 234662 110739091 0 110739091 PART IV, LINE 2B: THE REPRESENTATIVE PAYEE PROGRAM INVOLVES THE FINANCIAL MANAGEMENT OF PERSONAL FINANCES ON BEHALF OF CERTIAN PROGRAM PARTICIPANTS WHO ARE DEEMED UNABLE TO MANAGE THEIR FINANCIAL AFFAIRS. THE ORGRANIZATION RECEIVES VARIOUS FUNDS, WHICH ARE DEPOSITED INTO ESCROWED CHECKING AND SAVINGS ACCOUNTS. PART V, LINE 4: THE ENDOWMENT FUNDS INTENDED USE IS TO SUPPORT PROGRAMMATIC ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 3,775. HELIO HEALTH FOUNDATION, INC. REVENUE 169,548. CONTRIBUTION OF NET ASSETS FROM FULTON FRIENDSHIP HOUSE, INC. 1,502,220. PART XII, LINE 2D - OTHER ADJUSTMENTS: HELIO HEALTH FOUNDATION, INC. EXPENSE 59,662. 1 X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN GAFFNEY-BABB PRESIDENT/CEO 399787 0 0 0 0 0 11748 0 29771 0 441306 0 0 0 ROSS SULLIVAN MEDICAL DIRECTOR 366054 0 0 0 0 0 16450 0 16429 0 398933 0 0 0 MOHAMMED AHMER SIDDIQUI PHYSICIAN 313960 0 0 0 0 0 15698 0 1358 0 331016 0 0 0 FREDERICK SENGSTACKE II PHYSICIAN 287147 0 0 0 0 0 0 0 27610 0 314757 0 0 0 LISA MANCINI COO/EXECUTIVE VP 283152 0 0 0 0 0 14158 0 1358 0 298668 0 0 0 SHEILA R SKURPSKI PHYSICIAN 250277 0 0 0 0 0 7910 0 23223 0 281410 0 0 0 ARCHANA KATHPAL PHYSICIAN 265934 0 0 0 0 0 4645 0 0 0 270579 0 0 0 JEFFREY JUSTICE CFO 191786 0 0 0 0 0 9904 0 27659 0 229349 0 0 0 CONNIE LICKSTEIN CONNIE IS CHIEF LEGAL AND COMPLIANCE OFFICER & IS RELATED TO A BOARD MEMBER 156471 COMPENSATION FOR SERVICES PROVIDED AS CHIEF LEGAL AND COMPLIANCE OFFICER 0 FORM 990, PART VI, SECTION A, LINE 2 CHIEF LEGAL AND COMPLIANCE OFFICER CONNIE LICKSTEIN IS THE DAUGHTER-IN-LAW OF BOARD MEMBER SCOTT LICKSTEIN. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PROVIDED TO AND REVIEWED BY THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS PERFORMS A REVIEW OF THE CHIEF EXECUTIVE OFFICER (PRESIDENT) ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS USES THE ORGANIZATION'S STRATEGIC EXECUTION PLAN IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL AND PROGRAM OUTCOMES TO EVALUATE THE PRESIDENT'S PERFORMANCE. THE PRESIDENT'S SALARY IS DETERMINED BY, AND VOTED ON, BY THE BOARD OF DIRECTORS. EVERY FEW YEARS THE BOARD OF DIRECTORS' SECURES A COMPENSATION STUDY WITH INDEPENDENT CONSULTANT TO HELP DETERMINE THE PRESIDENT'S COMPENSATION. ANNUAL EVALUATIONS ARE PERFORMED FOR ALL OTHER EMPLOYEES BY THE EMPLOYEE'S DIRECT SUPERVISOR. RAISES ARE GIVEN AS A PERCENTAGE OF WAGES BASED ON BUDGET AND FUNDING AND INDIVIDUAL, PROGRAM, AND AGENCY PERFORMANCE. THE ORIGINAL COPIES OF ALL EMPLOYEES' ANNUAL REVIEWS ARE MAINTAINED IN THE EMPLOYEES PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 3,775. CONTRIBUTION OF NET ASSETS FROM FULTON FRIENDSHIP HOUSE, INC. 1,502,220. CATHERINE STREET MANAGING MEMBER LLC 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 821390810 LOW INCOME HOUSING NY 0 0 HELIO HEALTH INC STAR PARK APARTMENTS LLC 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 833461344 LOW INCOME HOUSING NY 1060846 13342146 HELIO HEALTH INC THE HELIO HEALTH FOUNDATION INC 518 JAMES STREET SUITE 240 SYRACUSE NY 13202 474502278 FUNDRAISING FOR HELIO HEALTH NY 501 (C)(3) LINE 12B, II HELIO HEALTH INC 1 STAR PARK APARTMENT HOUSING DEVELOPMENT FUND INC 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 821414521 LOW INCOME HOUSING NY 501 (C)(3) LINE 12A, I HELIO HEALTH INC 1 CNY CATHERINE STREET HOUSING DEVELOPMENT FUND CORPORATION 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 814594779 LOW INCOME HOUSING NY 501 (C)(3) LINE 12A, I HELIO HEALTH INC 1 200 COURT STREET APARTMENTS HOUSING DEVELOPMENT FUND COMPANY 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 881901031 LOW INCOME HOUSING NY 501 (C)(3) LINE 12A, I HELIO HEALTH INC 1 FULTON FRIENDSHIP HOUSING DEVELOPMENT FUND COMPANY 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 222327741 LOW INCOME HOUSING NY 501 (C)(3) LINE 12A, I HELIO HEALTH INC 1 RIVERVIEW AVENUE APARTMENTS INC 990 JAMES STREET SYRACUSE NY 13203 474817987 LOW INCOME HOUSING NY C 0.22000 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0