2026-07-20T10:34:47-05:00 2025-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2025-01-01 993019895 CARING GENE HEALTHCARE CAREER PATHWAYS INC CARI 5182901700 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 KEVIN M KERWIN PRESIDENT & CEO 5182901700 2026-07-14 1 DESIREE M BENNETT P01263666 3154463600 2026-07-14 2025 2025-03-06 01:10:19Z KEVIN M KERWIN 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 21257881 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, SOCIAL CARE, AND OTHER HEALTHCARE CAREERS. 3 0 28 0 0 0 1752451 21257881 0 0 0 0 0 0 1752451 21257881 0 16833561 0 0 743627 2482964 0 0 0 1008824 1941356 1752451 21257881 0 0 7666276 12263324 7666276 12263324 0 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, SOCIAL CARE, AND OTHER HEALTHCARE CAREERS. 0 0 19919483 16833561 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 PROGRAM 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 SERVICE COMMITMENT TO CERTAIN HEALTHCARE PROVIDERS. AS OF DECEMBER 31, 2025, THERE WERE 2,434 STUDENTS PARTICIPATING IN THE CPT PROGRAM. 19919483 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 28 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 CFOCOO 5183487442 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 KEVIN KERWIN BOARD CHAIR, PRESIDENT & CEO 14.00 26.00 X X 143730 260729 58306 THOMAS HOSEY TREASURER & CFO 20.00 20.00 X X 155952 149140 51325 EILEEN MURPHY BOARD VP/SEC, SENIOR DIR-SPEC PROJ 26.00 14.00 X X 122620 66026 11401 TOSHA GRIMMER EXECUTIVE DIRECTOR - CGHCP 40.00 0.00 X 187175 0 42558 DONNA GAMMARATO EXECUTIVE DIRECTOR - UISS 0.00 40.00 X 0 289938 15227 FRANCINE FREISE ASSOC EXECUTIVE DIRECTOR - UISS 0.00 40.00 X 0 216185 14229 KATHLEEN KIRVIN VP MARKETING & COMMUNICATIONS 13.00 27.00 X 51067 107475 9457 LAUREN FORD VP STRATEGY AND ANALYTICS 11.00 29.00 X 35391 98423 22052 ANDREW NAULT DIR HOSP PREP & BUSINESS DEVELOP 11.00 29.00 X 42321 105669 32878 GRAZIA YAEGAR ASSOC EXECUTIVE DIRECTOR - CGHCP 40.00 0.00 X 133168 0 42633 CRAIG TYNAN EDUCATIONAL PARTNERSHIP MANAGER 40.00 0.00 X 113866 0 2934 MARY VAUGHAN DIRECTOR OF CUSTOMER SERVICE 0.00 40.00 X 0 106464 9582 GARY FITZGERALD FORMER PRESIDENT & CEO 0.00 0.00 X 0 593902 50990 985290 1993951 363572 7 1 1 0 THE MARTIN GROUP LLC 620 MAIN ST BUFFALO NY 14202 INTEGRATED MARKETING SERVICES 638081 DOCUMENTATION STRATEGIES INC 15 SECOND AVE RENSSELAER NY 12144 WEBSITE DEVELOPMENT 215490 KATHLEEN CICCONE 429 DANNA JOELLE DR SCHENECTADY NY 12303 EDUCATIONAL CASE MANAGEMENT 157401 3 21257881 21257881 21257881 0 0 0 16833561 16833561 760515 456291 304224 1405990 961150 444840 18841 13431 5410 154105 115209 38896 143513 94719 48794 1124829 718662 406167 215630 205948 9682 35197 23230 11967 94738 62527 32211 24467 16148 8319 21359 14097 7262 17781 11735 6046 EXPENDABLE SYS. & LIC. 184470 184470 PROFESSIONAL TRAINING 180000 180000 EQUIPMENT AND RENTAL 36618 24168 12450 MISCELLANEOUS 6267 4137 2130 21257881 19919483 1338398 0 9517 85537 6820280 8027008 836479 4150779 7666276 12263324 212337 1239204 7294615 10772133 159324 251987 7666276 12263324 X 0 0 7666276 12263324 0 0 X X 0 1 X 1 1 1 X 1752451 21257881 23010332 1752451 21257881 23010332 23010332 23010332 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 251987 251987 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 YEARS ENDED DECEMBER 31, 2025 AND 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, 2025 AND 2024, THERE WERE NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS NOR ANY RELATED ACCRUED INTEREST OR PENALTIES. 1 SCHOLARSHIPS AND TUITION ASSISTANCE 1750 16833561 PART I, QUESTION 2 CARING GENE FACILITATES THE STATE OF NEW YORK DEPARTMENT OF HEALTH'S CAREER PATHWAYS TRAINING (CPT) PROGRAM GRANT TO PROVIDE COMPREHENSIVE SUPPORT, INCLUDING CAREER EXPLORATION, COMPLETE COVERAGE OF TUITION, AND JOB PREPARATION FOR INDIVIDUALS WITH INTERESTS IN BEHAVIORAL HEALTH, SOCIAL CARE AND OTHER HEALTHCARE CAREERS. THE CPT PROGRAM COVERS THE COST OF EDUCATION AND SUPPORT SERVICES FOR STUDENTS ACROSS THIRTEEN HEALTHCARE PROGRAM TITLES. CARING GENE IS RESPONSIBLE FOR IMPLEMENTING, MANAGING AND OVERSEEING THE CPT PROGRAM. AS PART OF ADMINISTERING THE CPT PROGRAM, CARING GENE IS RESPONSIBLE FOR RECRUITING PARTICIPANTS INTO THE CPT PROGRAM, PARTNERING WITH EDUCATIONAL INSTITUTIONS, PROVIDING FINANCIAL SUPPORT TO EDUCATIONAL INSTITUTIONS ON BEHALF OF QUALIFIED APPLICANTS, PROVIDING CAREER COUNSELING AND JOB PLACEMENT, AND MONITORING ELIGIBILITY COMPLIANCE AND SERVICE COMMITMENTS. CARING GENE MAINTAINS COMPREHENSIVE PROCEDURES TO MONITOR AND OVERSEE THE USE OF SCHOLARSHIP AND TUITION ASSISTANCE FUNDS. PRIOR TO AWARD APPROVAL, APPLICANTS ARE EVALUATED FOR ELIGIBILITY IN ACCORDANCE WITH PROGRAM REQUIREMENTS ESTABLISHED BY THE NEW YORK STATE DEPARTMENT OF HEALTH AND ORGANIZATIONAL POLICIES. FUNDS ARE DISBURSED DIRECTLY TO APPROVED EDUCATIONAL INSTITUTIONS FOR ELIGIBLE TUITION, FEES, BOOKS, AND RELATED EDUCATIONAL EXPENSES. RECIPIENT ELIGIBILITY IS VERIFIED AT REGULAR INTERVALS THROUGH DOCUMENTATION REVIEWS, ENROLLMENT CONFIRMATIONS, ACADEMIC PROGRESS MONITORING, AND COORDINATION WITH PARTICIPATING EDUCATIONAL INSTITUTIONS. CARING GENE MAINTAINS DETAILED RECORDS OF ALL AWARDS AND EXPENDITURES AND EMPLOYS INTERNAL CONTROLS TO ENSURE THAT FUNDS ARE USED SOLELY FOR APPROVED EDUCATIONAL PURPOSES. PROGRAM PARTICIPANTS ARE ALSO REQUIRED TO SATISFY ONGOING PROGRAM OBLIGATIONS, INCLUDING ACADEMIC, REPORTING, AND SERVICE COMMITMENT REQUIREMENTS, AND ARE SUBJECT TO CORRECTIVE ACTION OR REPAYMENT PROVISIONS WHEN PROGRAM TERMS ARE NOT MET. THESE MONITORING PROCEDURES HELP ENSURE ACCOUNTABILITY, COMPLIANCE, AND THE RESPONSIBLE STEWARDSHIP OF CHARITABLE RESOURCES. X X X X X 0 0 0 0 0 0 0 0 0 GARY FITZGERALD FORMER PRESIDENT & CEO 0 472402 0 121500 0 0 0 24500 0 26490 0 644892 0 0 KEVIN KERWIN BOARD CHAIR, PRESIDENT & CEO 121840 221019 21890 39710 0 0 8476 15376 12244 22210 164450 298315 0 0 THOMAS HOSEY TREASURER & CFO 125666 120176 30286 28964 0 0 8826 8440 17410 16649 182188 174229 0 0 DONNA GAMMARATO EXECUTIVE DIRECTOR - UISS 0 222932 0 67006 0 0 0 15227 0 0 0 305165 0 0 FRANCINE FREISE ASSOC EXECUTIVE DIRECTOR - UISS 0 183044 0 33141 0 0 0 12833 0 1396 0 230414 0 0 TOSHA GRIMMER EXECUTIVE DIRECTOR - CGHCP 155030 0 32145 0 0 0 8104 0 34454 0 229733 0 0 0 EILEEN MURPHY BOARD VP/SEC, SENIOR DIR-SPEC PROJ 105863 57003 16757 9023 0 0 7411 3990 0 0 130031 70016 0 0 ANDREW NAULT DIR HOSP PREP & BUSINESS DEVELOP 35445 88499 6876 17170 0 0 2602 6498 6800 16978 51723 129145 0 0 GRAZIA YAEGAR ASSOC EXECUTIVE DIRECTOR - CGHCP 127897 0 5271 0 0 0 2928 0 39705 0 175801 0 0 0 KATHLEEN KIRVIN VP MARKETING & COMMUNICATIONS 43515 91581 7552 15894 0 0 3046 6411 0 0 54113 113886 0 0 LAUREN FORD VP STRATEGY AND ANALYTICS 29165 81110 6226 17313 0 0 2132 5931 3700 10289 41223 114643 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 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. IF NECESSARY, 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. APPROPRIATE PUBLISHED SALARY GUIDES ARE ALSO UTILIZED. 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