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Nonprofiteer
← INDEPENDENT HEALTH ASSOCIATION INC

Form 990 for tax year 2024

Filed by INDEPENDENT HEALTH ASSOCIATION INC.

Totals

Total revenue
$1,732,719,902
Total expenses
$1,747,815,329
Contributions and grants received
$0
Grants paid
$3,219,750
Program service revenue
$1,696,804,673
Investment income
$35,225,370
Other revenue
$689,859
Total assets, end of year
$776,718,863
Total liabilities, end of year
$351,262,992
Net assets or fund balances, end of year
$425,455,871
Program services expenses (Part IX)
$1,594,522,390
Management and general expenses
$153,292,939
Fundraising expenses
$0
Program service expenses (Part III)
$1,594,522,390

Program services were 91.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PREMIUMS,REINSURANCE,&

    total $1,696,804,673 · related or exempt $1,696,804,673

  • 3 · Investment income

    total $8,596,579 · excluded $8,596,579

  • 5 · Royalties

    total $551,480 · excluded $551,480

  • 6a · Gross rents

    real property $157,862

  • 6b · Less rental expenses

    real property $19,483

  • 6c · Rental income or loss

    real property $138,379

  • 6d · Net rental income or loss

    total $138,379 · excluded $138,379

  • 7a · Gross sales of assets other than inventory

    securities $265,336,938 · other assets $16,000

  • 7b · Less cost or other basis and sales expenses

    securities $238,471,185 · other assets $252,962

  • 7c · Gain or loss

    securities $26,865,753 · other assets -$236,962

  • 7d · Net gain or loss

    total $26,628,791 · excluded $26,628,791

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,219,750 · program services $3,219,750

  • 4 · Benefits paid to or for members

    total $1,538,084,777 · program services $1,538,084,777

  • 5 · Compensation of officers, directors and key employees

    total $17,431,059 · management and general $17,431,059

  • 7 · Other salaries and wages

    total $47,136,869 · program services $19,024,763 · management and general $28,112,106

  • 8 · Pension plan contributions

    total -$5,123,043 · program services $746,705 · management and general -$5,869,748

  • 9 · Other employee benefits

    total $21,792,321 · program services $4,412,329 · management and general $17,379,992

  • 10 · Payroll taxes

    total $9,365,561 · program services $1,497,544 · management and general $7,868,017

  • 11b · Fees: legal

    total $2,514,618 · management and general $2,514,618

  • 11c · Fees: accounting

    total $466,740 · management and general $466,740

  • 11d · Fees: lobbying

    total $90,265 · management and general $90,265

  • 11f · Fees: investment management

    total $579,629 · management and general $579,629

  • 11g · Fees: other

    total $35,285,822 · program services $54,726 · management and general $35,231,096

  • 12 · Advertising and promotion

    total $5,216,420 · program services $699 · management and general $5,215,721

  • 13 · Office expenses

    total $9,083,895 · program services $227,820 · management and general $8,856,075

  • 14 · Information technology

    total $19,666,265 · management and general $19,666,265

  • 16 · Occupancy

    total $1,584,889 · management and general $1,584,889

  • 17 · Travel

    total $147,370 · program services $14,995 · management and general $132,375

  • 19 · Conferences, conventions and meetings

    total $14,057 · program services $1,145 · management and general $12,912

  • 20 · Interest

    total -$1,811,227 · management and general -$1,811,227

  • 22 · Depreciation, depletion and amortization

    total $10,761,849 · management and general $10,761,849

  • 23 · Insurance

    total $1,853,489 · program services $717,875 · management and general $1,135,614

  • 24a · Other expenses: GME SURCHARGE

    total $24,025,037 · program services $24,025,037

  • 24b · Other expenses: NYS ASSESSMENT/ACA

    total $1,615,383 · management and general $1,615,383

  • 24c · Other expenses: WELLNESS REWARDS

    total $1,229,090 · program services $1,229,090

  • 24d · Other expenses: DUES

    total $587,744 · program services $24,555 · management and general $563,189

  • 24e · All other expenses

    total $2,996,700 · program services $1,240,580 · management and general $1,756,120

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,438,163 · end of year $12,443,218

  • 4 · Accounts receivable

    beginning of year $267,492,258 · end of year $242,582,100

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,174,596 · end of year $50,324,472

  • 10a · Land, buildings and equipment: cost or other basis

    $137,963,974

  • 10b · Land, buildings and equipment: accumulated depreciation

    $90,219,144

  • 10c · Land, buildings and equipment, net

    beginning of year $55,270,662 · end of year $47,744,830

  • 11 · Investments: publicly traded securities

    beginning of year $284,780,010 · end of year $135,078,927

  • 14 · Intangible assets

    beginning of year $1,563,750 · end of year $1,520,000

  • 15 · Other assets

    beginning of year $189,776,303 · end of year $287,025,316

  • 17 · Accounts payable and accrued expenses

    beginning of year $107,704,389 · end of year $86,730,573

  • 19 · Deferred revenue

    beginning of year $8,247,971 · end of year $13,017,230

  • 21 · Escrow or custodial account liability

    beginning of year $4,599,506 · end of year $5,023,191

  • 24 · Unsecured notes and loans payable

    beginning of year $78,850,000 · end of year $85,900,000

  • 25 · Other liabilities

    beginning of year $183,011,755 · end of year $160,591,998

  • 27 · Net assets without donor restrictions

    beginning of year $284,473,061 · end of year $238,209,656

  • 28 · Net assets with donor restrictions

    beginning of year $173,609,060 · end of year $187,246,215

Mission and programs · 2024

Mission

PROVIDES HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.

  • INDEPENDENT HEALTH ASSOCIATION (IHA) COORDINATES THE DELIVERY OF QUALITY HEALTH CARE COVERAGE THROUGH CONTRACTS WITH THE INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK (IPAWNY), A TAXABLE NON-PROFIT, FOR ITS COMMERCIAL AND MEDICARE HMO PRODUCTS WITHIN THE EIGHT COUNTIES OF WESTERN NEW YORK (WNY). IHA ALSO PROVIDES COVERAGE AND COORDINATES SERVICES TO ITS MEDICAID HMO PRODUCT (WHICH INCLUDES TRADITIONAL MEDICAID (MA) OFFERINGS, THE CHILD HEALTH PLUS (CHP) PROGRAM, AS WELL AS THE ESSENTIAL PLAN (EFFECTIVE JANUARY 1, 2016), AND THE HEALTH AND RECOVERY PLAN (HARP) (EFFECTIVE JULY 1, 2016) FOR THE ARRANGEMENT OF PHYSICIAN, HOSPITAL, MEDICALLY NECESSARY HEALTH SERVICES, DIAGNOSTIC AND PREVENTIVE HEALTH SERVICES TO THE COMMUNITIES LOCATED IN ERIE AND NIAGARA COUNTY. (SEE SCH O FOR ADDITIONAL DETAIL).

    Expenses $1,594,522,390 · Grants $3,219,750 · Revenue $1,696,804,673

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael W Cropp MD

    PRESIDENT (END 02/24) & CEO

    Total calculated
    $2,491,986
    From this org
    $1,908,011
    From related orgs
    $0
    Other
    $583,975
    Hours/week
    32 + 20 related

    Schedule J breakdown matched by us

    Base
    $1,174,601
    Bonus
    $701,649
    Other
    $31,761
    Deferred
    $569,958
    Nontaxable benefits
    $14,017
    Filer's total
    $2,491,986

  • Kathleen Mylotte MD

    CHAIRPERSON

    Total calculated
    $115,100
    From this org
    $115,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Daniel B Weintraub CPA

    BOARD MEMBER

    Total calculated
    $91,530
    From this org
    $83,500
    From related orgs
    $0
    Other
    $8,030
    Hours/week
    4

  • Donald K Boswell

    VICE CHAIRPERSON

    Total calculated
    $67,911
    From this org
    $67,500
    From related orgs
    $0
    Other
    $411
    Hours/week
    4

  • Patricia Smith

    BOARD MEMBER

    Total calculated
    $65,161
    From this org
    $64,750
    From related orgs
    $0
    Other
    $411
    Hours/week
    4

  • David J McNamara Esq

    BOARD MEMBER

    Total calculated
    $60,347
    From this org
    $56,750
    From related orgs
    $0
    Other
    $3,597
    Hours/week
    4

  • Daniel Gagliardo

    BOARD MEMBER

    Total calculated
    $59,290
    From this org
    $48,500
    From related orgs
    $0
    Other
    $10,790
    Hours/week
    4

  • Lisa Mendonza MD

    BOARD MEMBER

    Total calculated
    $55,290
    From this org
    $44,500
    From related orgs
    $0
    Other
    $10,790
    Hours/week
    4

  • Gerard T Mazurkiewicz CPA

    BOARD MEMBER

    Total calculated
    $54,911
    From this org
    $54,500
    From related orgs
    $0
    Other
    $411
    Hours/week
    4

  • Pamela D Reed MD

    BOARD MEMBER

    Total calculated
    $54,500
    From this org
    $54,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • David Pawlowski MD

    BOARD MEMBER

    Total calculated
    $53,290
    From this org
    $42,500
    From related orgs
    $0
    Other
    $10,790
    Hours/week
    4

  • Fuad Sheriff MD

    BOARD MEMBER

    Total calculated
    $51,530
    From this org
    $43,500
    From related orgs
    $0
    Other
    $8,030
    Hours/week
    4

  • Andrew Dorn Jr

    BOARD MEMBER (BEG 04/24)

    Total calculated
    $48,750
    From this org
    $48,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Yvonne S Minor-Ragan PhD

    BOARD MEMBER

    Total calculated
    $46,911
    From this org
    $46,500
    From related orgs
    $0
    Other
    $411
    Hours/week
    4 + 1 related

  • Mansi Demla

    BOARD MEMBER

    Total calculated
    $44,500
    From this org
    $44,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Thomas J Foels MD

    BOARD MEMBER

    Total calculated
    $44,500
    From this org
    $44,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Anthony Baynes

    BOARD MEMBER (END 4/24)

    Total calculated
    $10,790
    From this org
    $0
    From related orgs
    $0
    Other
    $10,790
    Hours/week
    4

  • James Dunlop

    TREAS, EVP CFO/PRES. (END/BEG 02/24)

    Total calculated
    $1,249,899
    From this org
    $914,891
    From related orgs
    $0
    Other
    $335,008
    Hours/week
    33 + 14 related

    Schedule J breakdown matched by us

    Base
    $713,997
    Bonus
    $194,229
    Other
    $6,665
    Deferred
    $261,676
    Nontaxable benefits
    $73,332
    Filer's total
    $1,249,899

  • Anthony Billittier

    EVP-CHF MEDICAL OFCR

    Total calculated
    $1,155,162
    From this org
    $718,300
    From related orgs
    $0
    Other
    $436,862
    Hours/week
    22 + 21 related

    Schedule J breakdown matched by us

    Base
    $477,750
    Bonus
    $230,496
    Other
    $10,054
    Deferred
    $369,907
    Nontaxable benefits
    $66,955
    Filer's total
    $1,155,162

  • Kenneth Sodaro

    SEC -EVP-GENERAL COUNSEL

    Total calculated
    $628,656
    From this org
    $508,805
    From related orgs
    $0
    Other
    $119,851
    Hours/week
    26 + 15 related

    Schedule J breakdown matched by us

    Base
    $401,696
    Bonus
    $84,502
    Other
    $22,607
    Deferred
    $87,795
    Nontaxable benefits
    $32,056
    Filer's total
    $628,656

  • Jared Gross

    EVP-CFO/TREASURER (BEG 02/24)

    Total calculated
    $458,298
    From this org
    $439,427
    From related orgs
    $0
    Other
    $18,871
    Hours/week
    27 + 10 related

    Schedule J breakdown matched by us

    Base
    $387,293
    Bonus
    $50,000
    Other
    $2,134
    Deferred
    $0
    Nontaxable benefits
    $18,871
    Filer's total
    $458,298

  • Nicole Britton

    VP-CHIEF COMPLIANCE OFFICER

    Total calculated
    $243,328
    From this org
    $211,405
    From related orgs
    $0
    Other
    $31,923
    Hours/week
    32 + 11 related

    Schedule J breakdown matched by us

    Base
    $184,023
    Bonus
    $27,105
    Other
    $277
    Deferred
    $4,113
    Nontaxable benefits
    $27,810
    Filer's total
    $243,328

  • John Reid Rodgers

    EVP-CHIEF OPERATING OFFICER

    Total calculated
    $1,953,240
    From this org
    $1,455,354
    From related orgs
    $0
    Other
    $497,886
    Hours/week
    34 + 17 related

    Schedule J breakdown matched by us

    Base
    $627,206
    Bonus
    $792,305
    Other
    $35,843
    Deferred
    $464,090
    Nontaxable benefits
    $33,796
    Filer's total
    $1,953,240

  • Patricia C Clabeaux

    EVP-CHIEF HR OFFICER

    Total calculated
    $1,275,796
    From this org
    $898,576
    From related orgs
    $0
    Other
    $377,220
    Hours/week
    28 + 18 related

    Schedule J breakdown matched by us

    Base
    $411,367
    Bonus
    $479,381
    Other
    $7,828
    Deferred
    $322,472
    Nontaxable benefits
    $54,748
    Filer's total
    $1,275,796

  • Eric J Decker

    SVP-INFORMATION TECHNOLOGY CIO

    Total calculated
    $623,711
    From this org
    $535,298
    From related orgs
    $0
    Other
    $88,413
    Hours/week
    33 + 14 related

    Schedule J breakdown matched by us

    Base
    $397,742
    Bonus
    $135,508
    Other
    $2,048
    Deferred
    $57,186
    Nontaxable benefits
    $31,227
    Filer's total
    $623,711

  • Richard M Argentieri

    SVP-CHIEF SALES & MARKETING OFFICER

    Total calculated
    $607,710
    From this org
    $442,461
    From related orgs
    $0
    Other
    $165,249
    Hours/week
    33 + 15 related

    Schedule J breakdown matched by us

    Base
    $330,713
    Bonus
    $108,421
    Other
    $3,327
    Deferred
    $135,403
    Nontaxable benefits
    $29,846
    Filer's total
    $607,710

  • Roberta D Rifkin

    SVP-GOVT AFFAIRS & STRAT PRTNRSHPS

    Total calculated
    $593,206
    From this org
    $392,814
    From related orgs
    $0
    Other
    $200,392
    Hours/week
    27 + 16 related

    Schedule J breakdown matched by us

    Base
    $291,001
    Bonus
    $97,786
    Other
    $4,027
    Deferred
    $168,291
    Nontaxable benefits
    $32,101
    Filer's total
    $593,206

  • Cheryl Friedman

    SVP-HEALTH CARE SRVCS. (END 9/24)

    Total calculated
    $569,395
    From this org
    $541,665
    From related orgs
    $0
    Other
    $27,730
    Hours/week
    21 + 13 related

    Schedule J breakdown matched by us

    Base
    $250,289
    Bonus
    $113,042
    Other
    $178,334
    Deferred
    $6,432
    Nontaxable benefits
    $21,298
    Filer's total
    $569,395

  • Margaret Steffan

    SVP-FINANCE & CAO (END 11/24)

    Total calculated
    $567,467
    From this org
    $402,320
    From related orgs
    $0
    Other
    $165,147
    Hours/week
    20 + 14 related

    Schedule J breakdown matched by us

    Base
    $291,854
    Bonus
    $107,998
    Other
    $2,468
    Deferred
    $146,379
    Nontaxable benefits
    $18,768
    Filer's total
    $567,467

  • Amin M Serehali

    SVP-CHIEF DATA & ANALYTICS OFFICER

    Total calculated
    $531,679
    From this org
    $455,836
    From related orgs
    $0
    Other
    $75,843
    Hours/week
    38 + 14 related

    Schedule J breakdown matched by us

    Base
    $337,524
    Bonus
    $115,998
    Other
    $2,314
    Deferred
    $48,392
    Nontaxable benefits
    $27,451
    Filer's total
    $531,679

  • Anthony Montagna

    SVP-CHIEF NETWORK OFFICER

    Total calculated
    $499,378
    From this org
    $361,799
    From related orgs
    $0
    Other
    $137,579
    Hours/week
    29 + 19 related

    Schedule J breakdown matched by us

    Base
    $270,417
    Bonus
    $90,393
    Other
    $989
    Deferred
    $111,225
    Nontaxable benefits
    $26,354
    Filer's total
    $499,378

  • Anne O'Neill

    SVP-CHIEF RISK OFFICER

    Total calculated
    $467,070
    From this org
    $339,011
    From related orgs
    $0
    Other
    $128,059
    Hours/week
    32 + 12 related

    Schedule J breakdown matched by us

    Base
    $271,799
    Bonus
    $65,053
    Other
    $2,159
    Deferred
    $95,171
    Nontaxable benefits
    $32,888
    Filer's total
    $467,070

  • David Shute

    SVP-OPERATIONS - (END 11/24)

    Total calculated
    $446,164
    From this org
    $406,083
    From related orgs
    $0
    Other
    $40,081
    Hours/week
    22 + 9 related

    Schedule J breakdown matched by us

    Base
    $272,053
    Bonus
    $98,151
    Other
    $35,879
    Deferred
    $14,291
    Nontaxable benefits
    $25,790
    Filer's total
    $446,164

  • Robert Tracy

    SVP-GOVERNMENT PROGRAMS

    Total calculated
    $439,029
    From this org
    $361,109
    From related orgs
    $0
    Other
    $77,920
    Hours/week
    33 + 13 related

    Schedule J breakdown matched by us

    Base
    $268,940
    Bonus
    $89,511
    Other
    $2,658
    Deferred
    $49,348
    Nontaxable benefits
    $28,572
    Filer's total
    $439,029

  • Dave Mika

    SVP-BUSINESS SERVICES & OPERATIONS

    Total calculated
    $415,068
    From this org
    $353,712
    From related orgs
    $0
    Other
    $61,356
    Hours/week
    32 + 16 related

    Schedule J breakdown matched by us

    Base
    $293,250
    Bonus
    $56,341
    Other
    $4,121
    Deferred
    $29,248
    Nontaxable benefits
    $32,108
    Filer's total
    $415,068

  • Peter Ghil

    SVP-CHIEF ACTUARIAL OFFICER

    Total calculated
    $390,028
    From this org
    $314,272
    From related orgs
    $0
    Other
    $75,756
    Hours/week
    42 + 16 related

    Schedule J breakdown matched by us

    Base
    $260,774
    Bonus
    $52,087
    Other
    $1,411
    Deferred
    $14,463
    Nontaxable benefits
    $61,293
    Filer's total
    $390,028

  • Mike Reilly

    SVP-CHF HC INNV. & STRAT. (END 7/24)

    Total calculated
    $360,364
    From this org
    $341,893
    From related orgs
    $0
    Other
    $18,471
    Hours/week
    14 + 11 related

    Schedule J breakdown matched by us

    Base
    $204,807
    Bonus
    $80,542
    Other
    $56,544
    Deferred
    $16,608
    Nontaxable benefits
    $1,863
    Filer's total
    $360,364

  • Peter Jabrucki

    VP-CHIEF INFORMATION SECURITY OFFICER

    Total calculated
    $287,313
    From this org
    $242,501
    From related orgs
    $0
    Other
    $44,812
    Hours/week
    32 + 13 related

    Schedule J breakdown matched by us

    Base
    $210,344
    Bonus
    $30,978
    Other
    $1,179
    Deferred
    $13,907
    Nontaxable benefits
    $30,905
    Filer's total
    $287,313

  • George Wands

    VP-CHIEF AUDIT OFFICER

    Total calculated
    $252,801
    From this org
    $210,287
    From related orgs
    $0
    Other
    $42,514
    Hours/week
    31 + 11 related

    Schedule J breakdown matched by us

    Base
    $182,222
    Bonus
    $27,105
    Other
    $960
    Deferred
    $13,446
    Nontaxable benefits
    $29,068
    Filer's total
    $252,801

  • Timothy Haley

    MEDICAL DIRECTOR-MEDICAL POLICY & UM

    Total calculated
    $419,384
    From this org
    $377,089
    From related orgs
    $0
    Other
    $42,295
    Hours/week
    12 + 29 related

    Schedule J breakdown matched by us

    Base
    $342,880
    Bonus
    $30,407
    Other
    $3,802
    Deferred
    $12,171
    Nontaxable benefits
    $30,124
    Filer's total
    $419,384

  • Deirdre Wheat

    MED DIR-QUALITY & POP. HEALTH MGMT

    Total calculated
    $412,873
    From this org
    $366,192
    From related orgs
    $0
    Other
    $46,681
    Hours/week
    19 + 26 related

    Schedule J breakdown matched by us

    Base
    $334,021
    Bonus
    $29,738
    Other
    $2,433
    Deferred
    $15,388
    Nontaxable benefits
    $31,293
    Filer's total
    $412,873

  • Joshua Zalen

    VP-IT SERVICE OPERATIONS

    Total calculated
    $382,948
    From this org
    $338,141
    From related orgs
    $0
    Other
    $44,807
    Hours/week
    29 + 24 related

    Schedule J breakdown matched by us

    Base
    $266,897
    Bonus
    $69,800
    Other
    $1,444
    Deferred
    $13,736
    Nontaxable benefits
    $31,071
    Filer's total
    $382,948

  • Jonathan Burow

    VP-CUST EXPERIENCE & DIGITAL TRANS

    Total calculated
    $379,523
    From this org
    $338,627
    From related orgs
    $0
    Other
    $40,896
    Hours/week
    33 + 13 related

    Schedule J breakdown matched by us

    Base
    $293,300
    Bonus
    $44,895
    Other
    $432
    Deferred
    $8,924
    Nontaxable benefits
    $31,972
    Filer's total
    $379,523

  • Lesley Haak

    VP-IT APPLICATION DELIVERY

    Total calculated
    $349,164
    From this org
    $330,441
    From related orgs
    $0
    Other
    $18,723
    Hours/week
    30 + 17 related

    Schedule J breakdown matched by us

    Base
    $262,661
    Bonus
    $67,152
    Other
    $628
    Deferred
    $14,241
    Nontaxable benefits
    $4,482
    Filer's total
    $349,164

  • John Mineo

    FORMER OFFICER (END 04/23)

    Total calculated
    $597,955
    From this org
    $597,516
    From related orgs
    $0
    Other
    $439
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $57,629
    Other
    $539,887
    Deferred
    $0
    Nontaxable benefits
    $439
    Filer's total
    $597,955

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
PART 1, LINES 4A THE FOLLOWING LISTED PERSON FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH DURING 2024: JOHN MINEO - $537,602 CHERYL FRIEDMAN - $112,245 DAVID SHUTE - $13,568 PART I, LINES 4B ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457(A) AND 409(A). ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART VII: MICHAEL CROPP, M.D. - $221,450 JOHN RODGERS - $473,175 PATRICIA CLABEAUX - $279,945 ANTHONY BILLITTIER - $77,157 JOHN MINEO - $57,629 ERIC DECKER - $41,375 AMIN SEREHALI - $36,741 MARGARET STEFFAN - $31,050 CHERYL FRIEDMAN - $32,500 ROBERTA RIFKIN - $28,114 RICHARD ARGENTIERI - $31,597 ANTHONY MONTAGNA - $28,438 ROBERT TRACY - $27,556 DAVID SHUTE - $30,000

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • INDEPENDENT HEALTH FOUNDATION

    501(C)(3) · TO PROMOTE GOOD HEALTH IN WESTERN NEW YORK & SUPPORT THE ACTIVITIES OF IHA · NY · controlled entity

    Directly controlled by INDEPENDENT HEALTH ASSOCIATION INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY

    C · THIRD PARTY CLAIMS ADMINISTRATION · NY · 100% owned · share of income -$9,737,381 · share of assets $227,757,561 · controlled entity

    Directly controlled by INDEPENDENT HEALTH ASSOCIATION INC

  • INDEPENDENT HEALTH BENEFITS CORPORATION

    C · POS AND INDEMNITY PRODUCT ADMINISTRATION · NY · 100% owned · share of income -$61,807,057 · share of assets $304,741,822 · controlled entity

    Directly controlled by INDEPENDENT HEALTH ASSOCIATION INC

  • MASON INSURANCE COMPANY LTD

    C · REINSURANCE · BD · 100% owned · share of income $5,277,769 · share of assets $46,006,220 · controlled entity

    Directly controlled by INDEPENDENT HEALTH ASSOCIATION INC

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349311350

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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