2025-11-14T13:02:01-06:00 2024-12-31 135565207 KPMG LLP 515 BROADWAY 4TH FLOOR ALBANY NY 122072974 990 2024-01-01 161579143 KALEIDA HEALTH FOUNDATION KALE 7168818260 726 EXCHANGE STREET BUFFALO NY 14210 HUGH CHISHOLM CFO 7168818260 2025-11-14 1 0 STEPHANIE LONCZAK P01880207 5184274600 2025-11-12 2024 2025-03-06 01:10:19Z ANDREW BENNETT 1028 MAIN STREET BUFFALO NY 14202 6486197 0 X HTTP://FOUNDATION.KALEIDAHEALTH.ORG X 1999 NY TO SOLICIT, MAINTAIN & ENHANCE THE VALUE OF PUBLIC CONTRIBUTIONS TO PROVIDE FINANCIAL SUPPORT TO KALEIDA HEALTH IN THEIR MISSION TO ADVANCE THE HEALTH OF THE COMMUNITY. 13 13 0 12 0 0 843749 2057227 0 0 482428 3492750 356131 326164 1682308 5876141 4396818 1408389 0 0 768518 670270 0 0 0 984708 640020 6150044 2718679 -4467736 3157462 41135409 32944870 17023929 9273730 24111480 23671140 X TO SOLICIT, MAINTAIN, & ENHANCE THE VALUE OF PUBLIC CONTRIBUTIONS TO PROVIDE FINANCIAL SUPPORT TO KALEIDA HEALTH IN THEIR MISSION TO ADVANCE THE HEALTH OF OUR COMMUNITY. 0 0 1810551 1408389 SEE SCHEDULE OTHE ORGANIZATION IS A NOT-FOR-PROFIT CHARITABLE FOUNDATION SUPPORTING THE FOLLOWING DIVISIONS UNDER KALEIDA HEALTH, A RELATED TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM: BUFFALO GENERAL MEDICAL CENTER DEGRAFF MEMORIAL HOSPITAL MILLARD FILLMORE SUBURBAN HOSPITAL GATES VASCULAR INSTITUTE HIGHPOINTE ON MICHIGAN THE ORGANIZATION ALSO SUPPORTS THE VISITING NURSES ASSOCIATION OF WNY, AN AFFILIATE HOME HEALTH CARE AGENCY.WITH SUPPORT FROM ITS' BOARD OF DIRECTORS AND THE MANY VOLUNTEERS, THE ORGANIZATION RAISES GIFTS IN THE FORM OF CASH, STOCKS, ESTATE GIFTS, CORPORATE GIFTS AND GRANTS FROM PRIVATE FOUNDATIONS.BY FOSTERING CHARITABLE RELATIONSHIPS AND INCREASING PHILANTHROPY, THE ORGANIZATION SUPPORTS KALEIDA HEALTH IN ITS' MISSION TO ADVANCE THE HEALTH OF OUR COMMUNITY EVERY DAY THROUGH EXCEPTIONAL CARE, EDUCATION AND RESEARCH.THE PRIMARY PROGRAMS AND ACTIVITIES OF THE ORGANIZATION INCLUDE:1. KALEIDA BALL - AN ANNUAL GALA THAT IS A PREMIER FUNDRAISER FOR KALEIDA HEALTH AND ITS AFFILIATES. THE FOUNDATION SOLICITS PATRONS AND ATTENDEES IN ADVANCE OF THE EVENT AS WELL AS CONDUCT OVERALL ACTIVITIES DURING THE EVENT INCLUDING DINNER AND ENTERTAINMENT. THE EVENT TOOK PLACE ON MARCH 2ND, 2024. THE EVENT RAISED A NET INCOME OF $174,430. 2. KALEIDA CLASSIC - AN ANNUAL GOLF TOURNAMENT TO RAISE FUNDS TO SUPPORT THE FOUNDATION AND KALEIDA HEALTH. THE FOUNDATION SOLICITS PATRONS AND PARTICIPANTS IN ADVANCE OF THE TOURNAMENT. THE 2024 EVENT WAS HELD ON SEPTEMBER 19TH AT WANAKAH COUNTRY. THE EVENT RAISED A NET INCOME OF $112,124.3. TEE OFF FOR TOTS GOLF TOURNAMENT - AN ANNUAL GOLF TOURNAMENT TO RAISE FUNDS TO SUPPORT THE CHILDREN WHO LIVE AT THE HIGHPOINTE ON MICHIGAN PEDIATRIC PAVILION. THE FOUNDATION SOLICITS PATRONS AND PARTICIPANTS IN ADVANCE OF THE TOURNAMENT AS WELL AS CONDUCT OVERALL ACTIVITIES DURING THE EVENT. ON SEPTEMBER 9, 2024 THEY WERE AT THE NIAGARA FALLS COUNTRY CLUB, THE EVENT RAISED A NET INCOME OF $39,610.A SIGNIFICANT PORTION OF THE OPERATING ACTIVITY REFLECTED BY THE ORGANIZATION OCCURS WITHIN THE SPECIAL PURPOSE FUNDS. IN MANY CASES THE USE OF THESE FUNDS IS EITHER PERMANENTLY OR TEMPORARILY RESTRICTED BY THE DONOR. SEE SCHEDULE D, PART V FOR FURTHER DETAIL REGARDING THESE FUNDS. 1810551 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 45 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X HUGH CHISHOLM 7168598836 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 TIMOTHY VAETH CHAIR (UNTIL 4/24) 1.00 0.00 X 0 0 0 MARC ROSENTHAL SEC. (THRU 8/24), CHAIR (AS OF 8/24) 1.00 0.00 X 0 0 0 NICOLE TZETZO VICE CHAIR 1.00 0.00 X 0 0 0 BRIAN CONNOLLY DIR., SEC. (AS OF 8/24) 1.00 0.00 X 0 0 0 RACHEL CAPPELLINO DIR., TREAS. (AS OF 8/24) 1.00 0.00 X 0 0 0 PAUL BROWN TREAS. (THRU 8/24), DIR. 1.00 0.00 X 0 0 0 MARK COLLARD DIRECTOR 1.00 0.00 X 0 0 0 JOE MANZELLA DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA MERTZ DIRECTOR 1.00 0.00 X 0 0 0 TOM MCMANUS DIRECTOR (AS OF 6/24) 1.00 0.00 X 0 0 0 PHILIP PANTANO DIRECTOR 1.00 0.00 X 0 0 0 JAMES ROONEY DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA SABUDA DIRECTOR 1.00 0.00 X 0 0 0 SARAH TANBAKUCHI DIRECTOR 1.00 0.00 X 0 0 0 ANDREW BENNETT CHIEF DEVELOPMENT OFFICER 16.00 24.00 X 164118 246179 19612 ANDREW LASHUA CHIEF OPERATING OFFICER FDNS 16.00 24.00 X 92824 139237 37072 CHRISTOPHER JORDAN DIR DEV GRATEFUL PATIENT & FAMILY GIVING 16.00 24.00 X 72383 108575 44667 ERIN HARTNETT DIR OF DEV PRIN. & MAJ. GIFTS & ANNUAL 16.00 24.00 X 55598 83397 27453 CAROL HORTON FORMER VICE PRESIDENT 0.00 40.00 X 0 313449 45555 384923 890837 174359 1 1 1 0 0 188501 44340 1824386 51564 2057227 2169212 2169212 1323538 0 1323538 1323538 1323538 936220 188501 610056 326164 326164 5876141 0 0 3818914 1408389 1408389 164118 98471 65647 364509 218705 145804 98553 59132 39421 43090 25854 17236 9762 9762 1850 1850 74322 74322 115075 115075 3024 3024 5763 5763 CONTR. EXPENSE 342680 342680 EQUIPMENT 31310 31310 BANK FEES 26963 26963 OTHER PURCHASES SERVICE 21370 21370 7901 7901 2718679 1810551 908128 0 735395 1808648 1971192 2240609 371391 330605 135187 56923 75719 59578 21678 16141 12982040 9874003 24109504 18337434 809022 280507 41135409 32944870 661721 306410 16362208 8967320 17023929 9273730 X 1480675 1192049 22630805 22479091 24111480 23671140 41135409 32944870 X 3157462 -210224 -3387578 X 0 1 X 1 0 X 1299306 2552565 2175017 843749 2057227 8927864 1299306 2552565 2175017 843749 2057227 8927864 1435875 7491989 1612003 1874591 1566328 745866 2169212 7968000 88198 370163 439467 908835 936220 2742883 19638747 0.38150 0.37600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 9,758. REVENUE FROM SPECIAL EVENTS - 2020 AMOUNT: $ 78,440. 2021 AMOUNT: $ 370,163. 2022 AMOUNT: $ 439,467. 2023 AMOUNT: $ 908,835. 2024 AMOUNT: $ 936,220. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4753552 134750 1202631 3411844 2679089 7037023 169683 3304964 5758118 4753552 13409566 1173523 -2968697 4577369 7037023 13813959 5963 2045087 2455443 13409566 13388944 295048 762481 632514 13813959 1.00000 0 0 62650 46509 16141 13069 13069 0 16141 OTHER SECURITIES 18337434 F 18337434 DUE TO AFFILIATES 8967320 8967320 X PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS THE FOLLOWING ARE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: 1.) ADVANCEMENT OF CLINICAL PROGRAMS, MEDICAL EDUCATION AND RESEARCH 2.) SUPPORT OF GENERAL HEALTH CARE SERVICES 3.) PURCHASES OF MEDICAL EQUIPMENT 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. PART V, LINE 1C PRIOR PERIOD ADJUSTMENT AN ADJUSTMENT TO THE BEGINNING OF YEAR BALANCE OF $21,513 IN INCLUDED IN ADDITION TO THE $1,181,118 OF INVESTMENT EARNINGS REPORTED. KALEIDA BALL 756480 170200 586280 120000 228 6549 285073 KALEIDA CLASSIC 286000 8500 277500 85173 7135 73068 1 82241 9801 72440 26593 2700 3537 1124721 188501 936220 231766 10063 6549 361678 610056 326164 1 KALEIDA HEALTH 726 EXCHANGE STREET BUFFALO NY 14210 161533232 501(C)3 1408389 0 NA NA DIRECT PAYMENT OF INVOICES 1 0 PART I, LINE 2: KALEIDA HEALTH FOUNDATION IS ORGANIZED AND OPERATED TO PROMOTE PHILANTHROPIC SUPPORT OF PATIENT CARE, EDUCATION, AND RESEARCH ACTIVITIES OF KALEIDA HEALTH (A NOT-FOR-PROFIT ORGANIZATION, EIN: 16-1533232) AND ITS NOT-FOR-PROFIT AFFILIATES. THEREFORE, AS REQUIRED BY THE GOVERNING DOCUMENTS, THE GRANT FUNDS ARE PAID TO KALEIDA HEALTH FOR USE AS EITHER DESIGNATED BY THE DONOR OR FOR THE CHARITABLE PURPOSE OF KALEIDA HEALTH. X X X X X 0 0 0 0 0 0 0 1 0 ANDREW BENNETT CHIEF DEVELOPMENT OFFICER 136091 204137 26615 39923 1412 2119 5189 7783 2656 3984 171963 257946 0 0 CAROL HORTON FORMER VICE PRESIDENT 0 311412 0 0 0 2037 0 42727 0 2828 0 359004 0 0 ANDREW LASHUA CHIEF OPERATING OFFICER FDNS 75923 113885 16848 25272 53 80 7342 11012 7487 11231 107653 161480 0 0 CHRISTOPHER JORDAN DIR DEV GRATEFUL PATIENT & FAMILY GIVING 63456 95184 8873 13310 54 81 10378 15567 7489 11233 90250 135375 0 0 ERIN HARTNETT DIR OF DEV PRIN. & MAJ. GIFTS & ANNUAL 48235 72353 7308 10961 55 83 3512 5268 7469 11204 66579 99869 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS QUALIFIED TO RECEIVE BONUS/INCENTIVE COMPENSATION PAYMENTS BASED ON CERTAIN PERFORMANCE METRICS BEING MET. THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). X MERCHANDISE 7 46939 FMV X TICKETS 1 4625 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNTS LISTED IN COLUMN (B) OF SCHEDULE M PART I REPRESENT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP (NOT A STOCK) CORPORATION UNDER NEW YORK STATE LAW. THE ORGANIZATION'S SOLE CORPORATE MEMBER IS KALEIDA HEALTH, A RELATED NOT-FOR-PROFIT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORDANCE WITH THE TERMS AND REQUIRMENTS OF ITS GOVERNING DOCUMENTS (IE BYLAWS), ON AN ANNUAL BASIS THE ORGANIZATION'S CURRENT BOARD MEMBERS RECOMMEND THE LIST OF CANDIDATES FOR MEMBERSHIP TO THE GOVERNING BODY FOR THE SUBSEQUENT TERM TO THE KALEIDA HEALTH BOARD OF DIRECTORS. THE KALEIDA HEALTH BOARD OF DIRECTORS APPROVE AND ELECT THESE CANDIDATES TO SERVE AS THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B KALEIDA HEALTH, AS THE SOLE CORPORATE MEMBER, ALSO HAS THE RIGHT TO APPROVE OR RATIFY SIGNIFICANT DECISIONS OF THE ORGANIZATION'S GOVERNING BODY INCLUDING THE AMENDMENT OF BYLAWS AND CHARTERS, REMOVAL OF MEMBERS OF THE GOVERNING BODY, AND THE DECISION TO DISSOLVE THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS FOR FORM 990 THE ORGANIZATION'S MANAGEMENT, IN CONSULTATION WITH THE ORGANIZATION'S TAX ADVISORS, KPMG LLP, REVIEWS THE FORM 990. THE FINANCIAL REVIEW IS BASED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE RELEVANT TIME PERIOD. BEFORE THE 990 IS FILED WITH THE IRS, THE EXECUTIVE COMMITTEE OF THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE FORM 990 AND PROVIDES A COPY OF THE SAME TO THE ORGANIZATION'S FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY UPON EMPLOYMENT AND ANNUALLY THEREAFTER EACH BOARD MEMBER AND OFFICER OF THE ORGANIZATION IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST AND DISCLOSURE FORM, PROVIDING SUFFICIENT INFORMATION ABOUT HIS/HER PERSONAL INTERESTS AND RELATIONSHIPS SO THE ORGANIZATION CAN (1) DETERMINE WHETHER ANY POTENTIAL OR ACTUAL CONFLICTS OF INTERESTS MAY EXIST, AND (2) MONITOR WORK OR SERVICE ASSIGNMENTS TO AVOID PLACING A KEY EMPLOYEE, OFFICER OR DIRECTOR IN A POSITION WHERE THERE MAY BE AN APPEARANCE, POTENTIAL OR ACTUAL, OF A CONFLICT OF INTEREST OR A QUESTION OF OBJECTIVITY. THE COMPLETED CONFLICT OF INTEREST FORMS ARE RETURNED TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION APPROVAL PROCESS ON A REGULAR BASIS, THE ORGANIZATION PROVIDES DOCUMENTATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF KALEIDA HEALTH WITH RESPECT TO THE COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEE FOR REVIEW AND APPROVAL. SUCH INFORMATION INCLUDES COMPARABLE DATA FROM SIMILAR SIZE TAX EXEMPT ORGANIZATIONS IN THE WESTERN NEW YORK COMMUNITY AS WELL AS COMPENSATION FOR THIS POSITION WITHIN OTHER FOUNDATIONS THAT ARE SIMILAR IN SIZE, DEMOGRAPHICS, AND GEOGRAPHY. FORM 990, PART VI, SECTION C, LINE 19 ACCESS TO ORGANIZATIONAL DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICE AT 726 EXCHANGE STREET, SUITE 200, BUFFALO, NY 14210. A NOMINAL FEE IS CHARGED IF COPIES ARE REQUESTED. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO PARENT -2,923,095. OTHER CHANGES -464,483. 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 14210 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 DORMANT NY 501 (C) (3) 10 KH 0 THE CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 161332044 FUNDRAISING NY 501 (C) (3) 7 KH 0 CHILDREN'S HEALTH HOME OF WNY INC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 814086046 HOME HLTHCARE NY 501 (C) (3) 10 KH 0 UPPER ALLEGHENY HEALTH SYSTEM INC 515 MAIN STREET OLEAN NY 14760 371255425 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 HEALTH SYSTEM PHYSICIAN PC 130 SOUTH UNION STREET OLEAN NY 14760 464304317 PHYS. GROUP NY 501 (C) (3) 10 OGH 0 HARLEM ROAD LEASING LLC 3435 MAIN STREET BUFFALO NY 14214 205588135 EQUIPMENT LEASING NY N/A 0 0 AMTON IMAGING LLC 199 PARK CLUB LANE SUITE 300 WILLIAMSVILLE NY 14221 262925470 HEALTH CARE NY N/A 0 0 SITE E LLC 726 EXCHANGE STREET SUITE 200 REAL ESTATE MGMNT NY 14210 272124795 REAL ESTATE MGMT NY N/A 0 0 SOUTHTOWNS IMAGING LLC 5959 BIG TREE RD SUITE 105 ORCHARD PARK NY 14127 471123230 EQUIPMENT LEASING NY N/A 0 0 COLLABORATIVE CARE VENTURES LLC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 472365690 HEALTH CARE NY N/A 0 0 GREAT LAKES MED BILLING SERVICES LLC 199 PARK CLUB LANE SUITE 300 WILLIAMSVILLE NY 14221 461668448 MEDICAL BILLING NY N/A 0 0 SOUTHTOWNS SURGERY CENTER LLC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 464742028 HEALTH CARE NY N/A 0 0 KALEIDA PROPERTIES INC 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 222738483 PROP MGMT SERV NY N/A C 0 WESTLINK CORPORATION 726 EXCHANGE STREET SUITE 200 BUFFALO NY 14210 161354421 MED & DIAG SE 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 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0