2025-11-12T13:26:47-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2024-01-01 141698269 ADIRONDACK HEALTH INSTITUTE INC ADIR 5184800111 21 PLATTSBURGH PLAZA PLATTSBURGH NY 12901 KAREN ASHLINE CHIEF EXECUTIVE OFFICER 5184800111 2025-11-04 1 0 X LORI ROTHE YOKOBOSKY P01273422 2122970400 2025-10-31 2024 2025-03-06 01:10:19Z KAREN ASHLINE 21 PLATTSBURGH PLAZA PLATTSBURGH NY 12901 28779902 0 X WWW.AHIHEALTH.ORG X 1987 NY TO LEAD AND WORK COLLABORATIVELY WITH COMMUNITY PARTNERS ON INNOVATIVE INITIATIVES THAT ADVANCE QUALITY, IMPROVE ACCESS AND AFFORDABILITY, AND TRANSFORM HEALTH CARE DELIVERY IN THE ADIRONDACK REGION.IN MARCH 2021, CVPH AND HHHN TRANSFERRED THEIR OWNERSHIP INTEREST IN ADIRONDACKS ACO TO AHI IN EXCHANGE FOR $1. AS A RESULT OF THE TRANSFER, AHI BECAME THE SOLE HOLDER OF THE MEMBERSHIP INTEREST IN THE ADIRONDACKS ACO. 24 24 72 29 0 0 5031276 4828591 24323358 23105916 530462 845395 0 0 29885096 28779902 0 0 0 0 5250373 5598770 0 0 0 23624532 22473469 28874905 28072239 1010191 707663 30844260 25801394 25675195 19924666 5169065 5876728 X TO LEAD AND WORK COLLABORATIVELY WITH COMMUNITY PARTNERS ON INNOVATIVE INITIATIVES THAT ADVANCE QUALITY, IMPROVE ACCESS AND AFFORDABILITY, AND TRANSFORM HEALTH CARE DELIVERY IN THE ADIRONDACK REGION.IN MARCH 2021, CVPH AND HHHN TRANSFERRED THEIR OWNERSHIP INTEREST IN ADIRONDACKS ACO TO AHI IN EXCHANGE FOR $1. AS A RESULT OF THE TRANSFER, AHI BECAME THE SOLE HOLDER OF THE MEMBERSHIP INTEREST IN THE ADIRONDACKS ACO. 0 0 12754674 12654185 AHI IS A NY STATE-DESIGNATED LEAD HEALTH HOME WITH TWENTY-THREE CARE MANAGEMENT AGENCIES WHICH PROVIDE OUTREACH AND CARE MANAGEMENT TO MEDICAID RECIPIENTS WITH HIV/AIDS, SERIOUS PERSISTENT MENTAL ILLNESS, OR TWO OR MORE OTHER CHRONIC CONDITIONS. THE HEALTH HOME MODEL EXPANDS ON THE TRADITIONAL MEDICAL HOME MODEL BY PLACING A GREATER EMPHASIS ON LINKING COMMUNITY AND SOCIAL SUPPORTS WITH HEALTH CARE, AND PROVIDING ENHANCED COORDINATION OF MEDICAL AND BEHAVIORAL HEALTH CARE. AHI'S HEALTH HOME SERVES PATIENTS IN CLINTON, ESSEX, FRANKLIN, HAMILTON, SARATOGA, ST. LAWRENCE, WARREN, AND WASHINGTON COUNTIES. 10106258 10106258 THE ADIRONDACKS ACO (ADK ACO) IS AN ACCOUNTABLE CARE ORGANIZATION IN PARTNERSHIP WITH NORTHERN NEW YORK AND ADIRONDACK'S DEDICATED HEALTH CARE PROFESSIONALS THAT STRIVES TO ENSURE A FUTURE OF EXPANDED MEDICAL ACCESS WITH LOWER COSTS, IMPROVED EFFICIENCY AND OUTCOMES, INCREASED PATIENT AND PROVIDER SATISFACTION, AND OVERALL HIGH QUALITY OF CARE. 2069068 THE AHI PPS IS A PARTNERSHIP OF MORE THAN 100 ORGANIZATIONS FORMED TO PLAN FOR AND MANAGE DELIVERY SYSTEM REFORM INCENTIVE PAYMENT (DSRIP) HEALTH CARE RESTRUCTURING IN THE NORTHERN NEW YORK/ ADIRONDACK REGION. PARTNERS INCLUDE HOSPITALS, PRIMARY CARE PROVIDERS, MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT PROVIDERS, SKILLED NURSING FACILITIES, HOME AND COMMUNITY PROVIDERS, AND OTHERS. THE DSRIP PROJECT WILL ADDRESS SOCIAL FACTORS THAT IMPACT HEALTH, REQUIRING ENGAGEMENT AND COLLABORATION WITH MANY STAKEHOLDERS, INCLUDING COMMUNITY-BASED ORGANIZATIONS, FROM DIVERSE SECTORS. 1358857 345473 OTHER PROGRAM SERVICE EXPENSE INCLUDES EXPENSES RELATED TO BOTH MANAGEMENT SERVICE CONTRACTS AND ADDITIONAL GRANT AND CONTRACT SERVICE. 1358857 345473 26288857 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 48 0 1 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X SARAH WRIGHT 5184800111 21 PLATTSBURGH PLAZA PLATTSBURGH NY 12901 DANIEL BURKE CHAIRMAN 1.00 X X 0 0 0 JEANNIE CROSS SECRETARY 1.00 X X 0 0 0 CHRISTOPHER HICKEY DIRECTOR/ACO BOARD CONSTITUENT 1.00 X 0 0 0 DAVID KAISER TREASURER 1.00 X X 0 0 0 AARON KRAMER DIRECTOR 1.00 X 0 0 0 MICHELLE LEBEAU DIRECTOR 1.00 X 0 0 0 DONNA MCGREGOR DIRECTOR 1.00 X 0 0 0 GEOFF PECK VICE CHAIR 1.00 X X 0 0 0 REBECCA PREVE DIRECTOR 1.00 X 0 0 0 ROBERT ROSS DIRECTOR 1.00 X 0 0 0 JOHN RUGGE MD DIRECTOR EMERITUS 1.00 X 0 0 0 PAUL SCIMECA DIRECTOR 1.00 X 0 0 0 TUCKER SLINGERLAND MD DIRECTOR 1.00 X 0 0 0 DAVID BEGUIN MD ACO BOARD CHAIR 1.00 X X 0 0 0 ANNE MARIE HATCH ACO VICE CHAIR 1.00 X X 0 0 0 KEVIN GALLAGHER MD ACO BOARD CONSTITUENT 1.00 X 0 0 0 KRIS AMBLER MD ACO BOARD CONSTITUENT 1.00 X 0 0 0 CRAIG LETOURNEAU ACO BOARD CONSTITUENT 1.00 X 0 0 0 PAUL FILION MD ACO BOARD CONSTITUENT 1.00 X 0 0 0 PAUL WILKE ACO REPRESENTATIVE - MEDICARE 1.00 X 0 0 0 KELLY CHAMPNEY ACO BOARD CONSTITUENT 1.00 X 0 0 0 MICHELLE MANNION ACO BOARD CONSTITUENT 1.00 X 0 0 0 DAN HILL ACO BOARD CONSTITUENT 1.00 X 0 0 0 BRITTANY SILVESTRI ACO BOARD CONSTITUENT 1.00 X 0 0 0 KAREN ASHLINE CHIEF EXECUTIVE OFFICER 40.00 X 268598 0 77107 SARAH WRIGHT CHIEF FINANCIAL OFFICER 40.00 X 167783 0 72780 ERIC BURTON OUTGOING CHIEF EXECUTIVE OFFICER 40.00 X 59112 0 0 JEFFREY HISCOX CHIEF OPERATING & COMPLIANCE OFFICER 40.00 X 142503 0 46447 JEREMY POWERS DIR. OF CLINICAL QUALITY IMPROVEMENT 40.00 X 102681 0 6407 KATIE PUSTOLKA DIRECTOR OF HUMAN RESOURCE 40.00 X 109689 0 32905 LAURA MORRIS DIRECTOR OF DATA ANALYTICS 40.00 X 119148 0 10062 969514 0 245708 6 0 1 0 IDEABOX ENTERPRISES LLC 48 HEWITT AVENUE BRONXVILLE NY 10708 COMPUTER SERVICES 127440 COHNREZNICK LLP PO BOX 1699 ALBANY NY 122011699 AUDITING AND TAX SERVICES 121000 2 4243653 584938 4828591 CARE MANAGEMENT 900099 12654185 12654185 ACO NONGRANT CONTRACT REVENUE 900099 10106258 10106258 MANAGEMENT SERVICE 900099 345473 345473 23105916 845395 845395 28779902 23105916 0 845395 645380 479639 165741 3944953 2931846 1013107 142106 105612 36494 530409 394194 136215 335922 249654 86268 362322 362322 74563 45759 28804 194815 62153 132662 2020517 1944218 76299 120047 90556 29491 221656 221656 113837 95739 18098 58648 58229 419 70787 70751 36 47347 47347 165488 130985 34503 CARE MANAGEMENT 10356494 10356494 ACO POPULATION HEALTH M 8561300 8561300 DUES AND SUBSCRIPTIONS 37292 25934 11358 REPAIRS AND MAINTENANCE 13159 13159 55197 54469 728 28072239 26288857 1783382 0 400 400 19678547 18058080 2603621 4185205 7524504 2619459 273803 280045 344173 253255 118866 90918 644519 567287 30844260 25801394 12272674 8827976 11253064 8998966 1505000 1505000 644457 592724 25675195 19924666 X 5169065 5876728 5169065 5876728 30844260 25801394 707663 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150476 105333 45143 193697 147922 45775 90918 OPERATING LEASE LIABILITIES 568274 DEFERRED COMPENSATION 24450 592724 X 19236625 0 19236625 9543277 9543277 28779902 18528962 0 18528962 9543277 9543277 28072239 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY AHI AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AHI'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADIRONDACKS ACO, LLC 10,107,491. ELIMINATIONS -564,214. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADIRONDACKS ACO, LLC 10,107,491. ELIMINATIONS -564,214. X X 0 0 0 0 0 0 0 1 0 KAREN ASHLINE CHIEF EXECUTIVE OFFICER 268598 0 0 0 0 0 35986 0 41121 0 345705 0 0 0 SARAH WRIGHT CHIEF FINANCIAL OFFICER 143958 0 23825 0 0 0 10261 0 62519 0 240563 0 0 0 JEFFREY HISCOX CHIEF OPERATING & COMPLIANCE OFFICER 142503 0 0 0 0 0 8164 0 38283 0 188950 0 0 0 PART I, LINE 7 THE AMOUNT INCLUDED ON PART II, B(II), REPRESENTS BONUSES THAT WERE APPROVED BY THE BOARD. THE AMOUNT WAS INCLUDED IN THE INDIVIDUAL'S W-2. FORM 990, PART IV, LINE 20A: THE ORGANIZATION IS LICENSED UNDER ARTICLE 28 OF NEW YORK STATE PUBLIC HEALTH LAW. HOWEVER, SUBSECTION 10 OF ARTICLE 28 EXCLUDES CERTAIN HEALTHCARE FACILITIES FROM THE DEFINITION OF GENERAL HOSPITAL. THEREFORE, THE ORGANIZATION IS NOT INCLUDING SCHEDULE H IN THE CURRENT YEAR FORM 990 AS THEY DO NOT MEET THIS DEFINITION. FORM 990, PART VI, SECTION A, LINE 6 ADIRONDACK HEALTH INSTITUTE INC. IS A MEMBERSHIP CORPORATION. THE MEMBERS ARE AS FOLLOWS: HUDSON HEADWATERS HEALTH NETWORK 23.2% ADIRONDACK MEDICAL CENTER 13.3% CHAMPLAIN VALLEY PHYSICIANS HOSPITAL 29.9% GLENS FALLS HOSPITAL 18.3% ST. LAWRENCE HEALTH SYSTEM 15.3% FORM 990, PART VI, SECTION A, LINE 7A ADIRONDACK HEALTH INSTITUTE INC. IS A MEMBERSHIP CORPORATION. THE MEMBERS ARE AS FOLLOWS: HUDSON HEADWATERS HEALTH NETWORK 23.2% ADIRONDACK MEDICAL CENTER 13.3% CHAMPLAIN VALLEY PHYSICIANS HOSPITAL 29.9% GLENS FALLS HOSPITAL 18.3% ST. LAWRENCE HEALTH SYSTEM 15.3% EACH MEMBER IS ENTITLED TO ONE VOTE FOR THE PURPOSES OF ACTIONS TAKEN BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT. A COPY OF THE RETURN IS THEN SENT TO THE FINANCE COMMITTEE FOR THEIR REVIEW OF THE RETURN. THE RETURN IS THEN MADE AVAILABLE TO ALL BOD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, ANNUAL CONFLICT OF INTEREST REVIEWS SHALL BE CONDUCTED. THE ANNUAL REVIEW SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARMS LENGTH BARGAINING. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATIONS WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. WHEN CONDUCTING THE PERIODIC REVIEWS AS PROVIDED FOR HEREIN, THE ORGANIZATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR CEO INCLUDES A PROCESS WHEREIN OBJECTIVE AND INDEPENDENT REVIEW PROCESS OF THE CEO'S COMPENSATION IS CONDUCTED WHICH INCLUDES BENCHMARKING AGAINST COMPARABLE ORGANIZATIONS. IT IS THEN VOTED ON BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. ADIRONDACKS ACO LLC 75 BEEKMAN ST PLATTSBURGH NY 12901 462840926 ACCOUNTABLE CARE ORGANIZATION NY 10107491 6562509 ADIRONDACK HEALTH INSTITUTE INC