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Nonprofiteer
← INDEPENDENT HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by INDEPENDENT HEALTH FOUNDATION.

Totals

Total revenue
$438,725
Total expenses
$2,848,807
Contributions and grants received
$386,739
Grants paid
$169,616
Program service revenue
$34,383
Investment income
$17,603
Other revenue
$0
Total assets, end of year
$2,051,238
Total liabilities, end of year
$417,667
Net assets or fund balances, end of year
$1,633,571
Program services expenses (Part IX)
$2,616,994
Management and general expenses
$231,813
Fundraising expenses
$0
Program service expenses (Part III)
$2,616,994

Program services were 91.9% 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.

  • 1d · Related organizations

    $6,000

  • 1f · All other contributions, gifts and grants

    $380,739

  • 1g · Noncash contributions included above

    $36,385

  • 2a · Program service revenue: ADMISSION - P.S. EVENT

    total $34,383 · related or exempt $34,383

  • 3 · Investment income

    total $18,692 · excluded $18,692

  • 7a · Gross sales of assets other than inventory

    securities $53,307

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

    securities $54,396

  • 7c · Gain or loss

    securities -$1,089

  • 7d · Net gain or loss

    total -$1,089 · excluded -$1,089

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $169,616 · program services $169,616

  • 5 · Compensation of officers, directors and key employees

    total $250,723 · program services $218,129 · management and general $32,594

  • 7 · Other salaries and wages

    total $1,079,686 · program services $949,450 · management and general $130,236

  • 8 · Pension plan contributions

    total $29,394 · program services $25,573 · management and general $3,821

  • 9 · Other employee benefits

    total $169,151 · program services $147,440 · management and general $21,711

  • 10 · Payroll taxes

    total $86,030 · program services $74,869 · management and general $11,161

  • 11c · Fees: accounting

    total $20,545 · program services $17,945 · management and general $2,600

  • 11f · Fees: investment management

    total $9,868 · management and general $9,868

  • 11g · Fees: other

    total $261,643 · program services $261,491 · management and general $152

  • 12 · Advertising and promotion

    total $92,313 · program services $91,022 · management and general $1,291

  • 13 · Office expenses

    total $210,919 · program services $200,873 · management and general $10,046

  • 14 · Information technology

    total $25,147 · program services $24,198 · management and general $949

  • 17 · Travel

    total $25,451 · program services $25,301 · management and general $150

  • 19 · Conferences, conventions and meetings

    total $14,160 · program services $12,686 · management and general $1,474

  • 23 · Insurance

    total $11,423 · program services $10,708 · management and general $715

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $343,546 · program services $343,546 · management and general $0

  • 24b · Other expenses: ARTISTS / SPEAKERS

    total $27,381 · program services $27,297 · management and general $84

  • 24c · Other expenses: CORPORATE DUES AND FEES

    total $6,925 · program services $6,430 · management and general $495

  • 24d · Other expenses: ENTERTAINMENT

    total $5,379 · program services $5,379 · management and general $0

  • 24e · All other expenses

    total $9,507 · program services $5,041 · management and general $4,466

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $265,882 · end of year $94,637

  • 3 · Pledges and grants receivable

    beginning of year $2,981,030 · end of year $721,030

  • 4 · Accounts receivable

    beginning of year $332,094 · end of year $228,795

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,753 · end of year $39,108

  • 11 · Investments: publicly traded securities

    beginning of year $1,147,541 · end of year $904,668

  • 15 · Other assets

    beginning of year $30,000 · end of year $63,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $523,538 · end of year $385,185

  • 25 · Other liabilities

    beginning of year $25,222 · end of year $32,482

  • 27 · Net assets without donor restrictions

    beginning of year $974,866 · end of year $808,751

  • 28 · Net assets with donor restrictions

    beginning of year $3,251,674 · end of year $824,820

Mission and programs · 2022

Mission

TO IMPROVE THE HEALTH AND WELL BEING OF WESTERN NEW YORK RESIDENTS THROUGH AWARENESS, PREVENTION, WELLNESS, AND OTHER EDUCATION PROGRAMS FOCUSED ON COMMUNITY HEALTH PRIORITIES.

  • IN SUPPORT OF INDEPENDENT HEALTH ASSOCIATION'S PRIORITIES, THE PURPOSE OF THE FOUNDATION IS TO IMPROVE THE HEALTH AND WELL BEING OF WNY RESIDENTS THROUGH HEALTH AWARENESS, PREVENTION, WELLNESS EDUCATION AND OTHER PROGRAMS FOCUSED ON COMMUNITY HEALTH PRIORITIES. SEE SCHEDULE O FOR ADDITIONAL DETAILS.

    Expenses $2,616,994 · Grants $169,616 · Revenue $34,383

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Yvonne S Minor-Ragan PhD

    BOARD MEMBER

    Total calculated
    $54,911
    From this org
    $0
    From related orgs
    $54,500
    Other
    $411
    Hours/week
    2 + 5 related

  • Casimiro Rodriquez Sr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • John N Walsh III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Maggie Nichols

    BOARD MEMBER (BEGIN 04/22)

    Total calculated
    $0
    Hours/week
    2

  • Tanya Staples

    BOARD MEMBER (BEGIN 04/22)

    Total calculated
    $0
    Hours/week
    2

  • Oswaldo Mestre Jr

    BOARD MEMBER (BEGIN 04/22)

    Total calculated
    $0
    Hours/week
    2

  • Pastor Richard D Hague Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Patricia C Clabeaux

    BOARD MEMBER

    Total calculated
    $776,939
    From this org
    $0
    From related orgs
    $558,629
    Other
    $218,310
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,390 related
    Bonus
    $0 + $173,685 related
    Other
    $0 + $7,554 related
    Deferred
    $0 + $168,263 related
    Nontaxable benefits
    $0 + $50,047 related
    Filer's total
    $0 + $776,939 related

  • Roberta D Rifkin

    BOARD MEMBER

    Total calculated
    $516,960
    From this org
    $0
    From related orgs
    $371,777
    Other
    $145,183
    Hours/week
    2 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,339 related
    Bonus
    $0 + $93,677 related
    Other
    $0 + $3,761 related
    Deferred
    $0 + $117,504 related
    Nontaxable benefits
    $0 + $27,679 related
    Filer's total
    $0 + $516,960 related

  • Stephen Tucker MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dan Gagliardo

    BORD MEMBER (END 3/22)

    Total calculated
    $58,082
    From this org
    $0
    From related orgs
    $48,500
    Other
    $9,582
    Hours/week
    2 + 6 related

  • Stuart H Angert

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Michael W Cropp

    PRESIDENT

    Total calculated
    $3,555,842
    From this org
    $0
    From related orgs
    $2,934,036
    Other
    $621,806
    Hours/week
    2 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,103,351 related
    Bonus
    $0 + $1,793,179 related
    Other
    $0 + $37,506 related
    Deferred
    $0 + $609,510 related
    Nontaxable benefits
    $0 + $12,296 related
    Filer's total
    $0 + $3,555,842 related

  • Ann McCarthy

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Karen Brim

    TREASURER

    Total calculated
    $234,465
    From this org
    $0
    From related orgs
    $148,094
    Other
    $86,371
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,600 related
    Bonus
    $0 + $7,754 related
    Other
    $0 + $2,740 related
    Deferred
    $0 + $58,866 related
    Nontaxable benefits
    $0 + $27,505 related
    Filer's total
    $0 + $234,465 related

  • John Antkowiak MD

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • Steven Timmel

    DIRECTOR OF FINANCE

    Total calculated
    $261,339
    From this org
    $0
    From related orgs
    $221,983
    Other
    $39,356
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,888 related
    Bonus
    $0 + $39,213 related
    Other
    $0 + $1,882 related
    Deferred
    $0 + $13,513 related
    Nontaxable benefits
    $0 + $25,843 related
    Filer's total
    $0 + $261,339 related

  • Carrie Meyer

    EXECUTIVE DIRECTOR

    Total calculated
    $250,723
    From this org
    $185,151
    From related orgs
    $0
    Other
    $65,572
    Hours/week
    31 + 6 related

    Schedule J breakdown matched by us

    Base
    $145,871
    Bonus
    $37,398
    Other
    $1,882
    Deferred
    $41,213
    Nontaxable benefits
    $24,359
    Filer's total
    $250,723

  • April Gammp

    DIRECTOR OF OPERATIONS

    Total calculated
    $139,086
    From this org
    $108,689
    From related orgs
    $0
    Other
    $30,397
    Hours/week
    32 + 6 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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, LINE 3
INDEPENDENT HEALTH ASSOCIATION, INC., A RELATED TAX-EXEMPT ORGANIZATION OF INDEPENDENT HEALTH FOUNDATION USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGNIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION SURVEY OR STUDY
PART I, LINE 4B
ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457A AND 409A. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: MICHAEL CROPP - $1,156,096 JOHN REID RODGERS - $189,388

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

  • COMMUNITY FOUNDATION FOR GREATER BUFFALO INC

    $50,000

    CONTRIBUTION-BUFFALO TOGETHER COMMUNITY RESPONSE FUND

  • FOSTERING GREATNESS

    $25,000

    UNLEASH YOUR GREATNESS - TITLE SPONSOR YOUTH LEADERSHIP CONFERENCE

  • A TASTE OF BUFFALO INC

    $10,500

    07/22 SPONSORSHIP OF THE TASTE OF BUFFALO

  • ZOOLOGICAL SOCIETY OF BUFFALO INC

    $10,000

    2022 12/31/22 FIRST NIGHT (ZOO ADMISSION FOR PARTY PACKS)

  • BUFFALO PRENATAL-PERINATAL NETWORK INC

    $5,432

    ADULT BEDS & CHILDREN'S CRIBS

  • NIAGARA FALLS HOUSING AUTHORITY

    $5,250

    GFTN SPONSORED EVENTS.

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.

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

    C · THIRD PARTY CLAIMS ADMIN · NY · controlled entity

  • INDEPENDENT HEALTH BENEFITS CORPORATION

    C · POS AND INDEMNITY PRODUCT · NY · controlled entity

  • MASON INSURANCE COMPANY

    C · REINSURANCE · BD · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349314845

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