Skip to content
Nonprofiteer
← ADIRONDACK HEALTH INSTITUTE INC

Form 990 for tax year 2023

Filed by ADIRONDACK HEALTH INSTITUTE INC.

Totals

Total revenue
$29,885,096
Total expenses
$28,874,905
Contributions and grants received
$5,031,276
Grants paid
$0
Program service revenue
$24,323,358
Investment income
$530,462
Other revenue
$0
Total assets, end of year
$30,844,260
Total liabilities, end of year
$25,675,195
Net assets or fund balances, end of year
$5,169,065
Program services expenses (Part IX)
$27,361,841
Management and general expenses
$1,513,064
Fundraising expenses
$0
Program service expenses (Part III)
$27,361,841

Program services were 94.8% 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.

  • 1e · Government grants (contributions)

    $4,623,039

  • 1f · All other contributions, gifts and grants

    $408,237

  • 2a · Program service revenue: CARE MANAGEMENT

    total $14,485,065 · related or exempt $14,485,065

  • 2b · Program service revenue: ACO NONGRANT CONTRACT REVENUE

    total $9,453,203 · related or exempt $9,453,203

  • 2c · Program service revenue: MANAGEMENT SERVICE

    total $385,090 · related or exempt $385,090

  • 3 · Investment income

    total $530,462 · excluded $530,462

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $558,358 · program services $429,203 · management and general $129,155

  • 7 · Other salaries and wages

    total $3,732,536 · program services $2,870,310 · management and general $862,226

  • 8 · Pension plan contributions

    total $126,202 · program services $96,676 · management and general $29,526

  • 9 · Other employee benefits

    total $523,962 · program services $401,376 · management and general $122,586

  • 10 · Payroll taxes

    total $309,315 · program services $236,948 · management and general $72,367

  • 11a · Fees: management

    total $582,366 · program services $582,366

  • 11b · Fees: legal

    total $59,092 · program services $27,525 · management and general $31,567

  • 11c · Fees: accounting

    total $137,943 · program services $57,377 · management and general $80,566

  • 11g · Fees: other

    total $1,977,650 · program services $1,911,770 · management and general $65,880

  • 13 · Office expenses

    total $133,399 · program services $107,277 · management and general $26,122

  • 14 · Information technology

    total $226,227 · program services $226,227

  • 16 · Occupancy

    total $120,152 · program services $103,562 · management and general $16,590

  • 17 · Travel

    total $59,049 · program services $59,049

  • 19 · Conferences, conventions and meetings

    total $51,218 · program services $51,218

  • 22 · Depreciation, depletion and amortization

    total $52,695 · program services $52,695

  • 23 · Insurance

    total $194,425 · program services $145,200 · management and general $49,225

  • 24a · Other expenses: CARE MANAGEMENT

    total $12,095,110 · program services $12,095,110

  • 24b · Other expenses: ACO POPULATION HEALTH M

    total $7,871,442 · program services $7,871,442

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $33,580 · program services $20,393 · management and general $13,187

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $13,924 · management and general $13,924

  • 24e · All other expenses

    total $16,260 · program services $16,117 · management and general $143

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $400 · end of year $400

  • 2 · Savings and temporary cash investments

    beginning of year $20,740,183 · end of year $19,678,547

  • 3 · Pledges and grants receivable

    beginning of year $2,195,563 · end of year $2,603,621

  • 4 · Accounts receivable

    beginning of year $5,465,665 · end of year $7,524,504

  • 9 · Prepaid expenses and deferred charges

    beginning of year $184,964 · end of year $273,803

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

    $327,613

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

    $208,747

  • 10c · Land, buildings and equipment, net

    beginning of year $171,562 · end of year $118,866

  • 14 · Intangible assets

    beginning of year $724,274 · end of year $644,519

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,969,189 · end of year $12,272,674

  • 19 · Deferred revenue

    beginning of year $14,072,365 · end of year $11,253,064

  • 23 · Secured mortgages and notes payable

    beginning of year $1,505,000 · end of year $1,505,000

  • 25 · Other liabilities

    beginning of year $1,777,183 · end of year $644,457

  • 27 · Net assets without donor restrictions

    beginning of year $4,158,874 · end of year $5,169,065

Mission and programs · 2023

Mission

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.

  • 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.

    Expenses $14,237,866 · Revenue $14,485,065

  • 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.

    Expenses $9,453,203 · Revenue $9,453,203

  • 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.

    Expenses $2,639,518

  • OTHER PROGRAM SERVICE EXPENSE INCLUDES EXPENSES RELATED TO BOTH MANAGEMENT SERVICE CONTRACTS AND ADDITIONAL GRANT AND CONTRACT SERVICE.

    Expenses $1,031,254 · Revenue $385,090

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DANIEL BURKE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JEANNIE CROSS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAVID KAISER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • AARON KRAMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONNA MCGREGOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE LEBEAU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEOFF PECK

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA PREVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT ROSS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN RUGGE MD

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • PAUL SCIMECA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TUCKER SLINGERLAND MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WOUTER RIETSEMA MD

    OUTGOING SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DIANE WILDEY

    OUTGOING DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID BEGUIN MD

    ACO BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANNE MARIE HATCH

    ACO VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT LABA

    OUTGOING ACO BOARD CONSTITUENT/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS TOURNIER MD

    ACO BOARD CONSTITUENT

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER HICKEY

    ACO TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KEVIN GALLAGHER MD

    ACO BOARD CONSTITUENT

    Total calculated
    $0
    Hours/week
    1

  • KRIS AMBLER MD

    ACO BOARD CONSTITUENT

    Total calculated
    $0
    Hours/week
    1

  • CRAIG LETOURNEAU

    ACO BOARD CONSTITUENT

    Total calculated
    $0
    Hours/week
    1

  • PAUL FILION MD

    ACO BOARD CONSTITUENT

    Total calculated
    $0
    Hours/week
    1

  • TESS BARKER

    ACO APPOINTED MANAGER

    Total calculated
    $0
    Hours/week
    1

  • PAUL WILKE

    ACO APPOINTED MANAGER

    Total calculated
    $0
    Hours/week
    1

  • AMANDA BULRIS-ALLEN

    OUTGOING ACO APPOINTED MANAGER

    Total calculated
    $0
    Hours/week
    1

  • KELLY LANGECHAMPNEY

    ACO BOARD CONSTITUENT

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE MANNION

    ACO BOARD CONSTITUENT

    Total calculated
    $0
    Hours/week
    1

  • ERIC BURTON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $366,782
    From this org
    $348,118
    From related orgs
    $0
    Other
    $18,664
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,066
    Bonus
    $70,052
    Other
    $5,000
    Deferred
    $16,500
    Nontaxable benefits
    $2,164
    Filer's total
    $366,782

  • SARAH WRIGHT

    CHIEF FINANCIAL OFFICER

    Total calculated
    $191,576
    From this org
    $151,900
    From related orgs
    $0
    Other
    $39,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,386
    Bonus
    $15,453
    Other
    $22,061
    Deferred
    $9,131
    Nontaxable benefits
    $30,545
    Filer's total
    $191,576

  • JEFFREY HISCOX

    CHIEF OPERATING & COMPLIANCE OFFICER

    Total calculated
    $163,277
    From this org
    $133,836
    From related orgs
    $0
    Other
    $29,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,217
    Bonus
    $0
    Other
    $18,619
    Deferred
    $7,851
    Nontaxable benefits
    $21,590
    Filer's total
    $163,277

  • JEREMY POWERS

    DIR. OF CLINICAL QUALITY IMPROVEMENT

    Total calculated
    $105,000
    From this org
    $103,078
    From related orgs
    $0
    Other
    $1,922
    Hours/week
    40

  • KATIE PUSTOLKA

    DIRECTOR OF HUMAN RESOURCE

    Total calculated
    $125,999
    From this org
    $106,576
    From related orgs
    $0
    Other
    $19,423
    Hours/week
    40

  • LAURA MORRIS

    DIRECTOR OF DATA ANALYTICS

    Total calculated
    $123,910
    From this org
    $114,326
    From related orgs
    $0
    Other
    $9,584
    Hours/week
    40

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 survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

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

No itemized grants to organizations on this return.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ADIRONDACKS ACO LLC

    ACCOUNTABLE CARE ORGANIZATION · NY · income $9,532,066 · assets $9,629,981

    Directly controlled by ADIRONDACK HEALTH INSTITUTE INC

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349308001

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

The source document this was parsed from is served over the API, which is where bulk and document access live.