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Nonprofiteer
← ISLAND PEER REVIEW ORGANIZATION INC

Form 990 for tax year 2022

Filed by ISLAND PEER REVIEW ORGANIZATION INC.

Totals

Total revenue
$83,195,802
Total expenses
$79,889,347
Contributions and grants received
$0
Grants paid
$16,933
Program service revenue
$81,955,132
Investment income
$865,320
Other revenue
$375,350
Total assets, end of year
$74,844,323
Total liabilities, end of year
$24,597,814
Net assets or fund balances, end of year
$50,246,509
Program services expenses (Part IX)
$64,437,822
Management and general expenses
$15,451,525
Fundraising expenses
$0
Program service expenses (Part III)
$64,437,822

Program services were 80.7% 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: MEDICAID QUALITY CONTROL

    total $30,391,305 · related or exempt $30,391,305

  • 2b · Program service revenue: MEDICARE REVIEW SERVICES

    total $27,147,444 · related or exempt $27,147,444

  • 2c · Program service revenue: OTHER PROGRAM REVENUE

    total $24,416,383 · related or exempt $18,658,713 · unrelated business $5,757,670

  • 3 · Investment income

    total $865,320 · excluded $865,320

  • 11a · Other revenue: REIMBURSED EXPENSES

    total $270,896 · excluded $270,896

  • 11b · Other revenue: OTHER REVENUE

    total $104,454 · excluded $104,454

  • 11e · Other revenue, total

    $375,350

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,933 · program services $16,933

  • 5 · Compensation of officers, directors and key employees

    total $5,087,296 · program services $3,570,025 · management and general $1,517,271

  • 7 · Other salaries and wages

    total $29,810,028 · program services $21,201,277 · management and general $8,608,751

  • 8 · Pension plan contributions

    total $1,554,446 · program services $1,128,550 · management and general $425,896

  • 9 · Other employee benefits

    total $5,173,650 · program services $3,756,143 · management and general $1,417,507

  • 10 · Payroll taxes

    total $2,360,655 · program services $1,713,869 · management and general $646,786

  • 11b · Fees: legal

    total $427,479 · management and general $427,479

  • 11c · Fees: accounting

    total $141,444 · management and general $141,444

  • 11d · Fees: lobbying

    total $90,654 · management and general $90,654

  • 11g · Fees: other

    total $26,530,155 · program services $26,210,713 · management and general $319,442

  • 12 · Advertising and promotion

    total $192,809 · program services $136,750 · management and general $56,059

  • 13 · Office expenses

    total $1,047,499 · program services $768,000 · management and general $279,499

  • 14 · Information technology

    total $2,211,272 · program services $1,925,412 · management and general $285,860

  • 16 · Occupancy

    total $2,402,870 · program services $1,704,245 · management and general $698,625

  • 17 · Travel

    total $577,595 · program services $503,607 · management and general $73,988

  • 19 · Conferences, conventions and meetings

    total $81,116 · program services $61,570 · management and general $19,546

  • 22 · Depreciation, depletion and amortization

    total $370,090 · program services $262,488 · management and general $107,602

  • 23 · Insurance

    total $343,437 · program services $243,584 · management and general $99,853

  • 24a · Other expenses: TEMPORARY HELP

    total $551,346 · program services $547,282 · management and general $4,064

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $415,101 · program services $294,412 · management and general $120,689

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $248,719 · program services $197,009 · management and general $51,710

  • 24d · Other expenses: B&P OTHER DIRECT COSTS

    total $10,263 · program services $7,279 · management and general $2,984

  • 24e · All other expenses

    total $244,490 · program services $188,674 · management and general $55,816

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,736,779 · end of year $15,057,507

  • 2 · Savings and temporary cash investments

    beginning of year $23,769,283 · end of year $18,552,814

  • 4 · Accounts receivable

    beginning of year $24,555,648 · end of year $26,619,995

  • 9 · Prepaid expenses and deferred charges

    beginning of year $934,954 · end of year $1,032,312

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

    $1,502,371

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

    $606,192

  • 10c · Land, buildings and equipment, net

    beginning of year $680,014 · end of year $896,179

  • 11 · Investments: publicly traded securities

    beginning of year $2,123,181 · end of year $2,834,922

  • 12 · Investments: other securities

    beginning of year $504,026 · end of year $55,997

  • 15 · Other assets

    beginning of year $4,617,227 · end of year $9,794,597

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,367,617 · end of year $10,551,519

  • 19 · Deferred revenue

    beginning of year $0 · end of year $5,738,067

  • 25 · Other liabilities

    beginning of year $4,613,441 · end of year $8,308,228

  • 27 · Net assets without donor restrictions

    beginning of year $46,940,054 · end of year $50,246,509

Mission and programs · 2022

Mission

IPRO'S MISSION IS TO IMPROVE HEALTH CARE QUALITY AND VALUE BY ENGAGING IN HEALTHCARE ASSESSMENT AND QUALITY IMPROVEMENT ACTIVITIES.

Activities or mission (Part I)

IPRO IS A NOT-FOR-PROFIT ORGANIZATION THAT ENGAGES IN HEALTH CARE REVIEW, ASSESSMENT, AND QUALITY IMPROVEMENT ACTIVITIES UNDER CONTRACT TO FEDERAL, STATE, AND PRIVATE PAYERS.

  • IN IPRO'S HEALTH CARE ASSESSMENT ACTIVITIES, UNDER CONTRACT WITH FEDERAL AND STATE GOVERNMENTS, IPRO REVIEWED AND ANALYZED PATIENT CASES TO DETERMINE WHETHER (A) THE HEALTH CARE SERVICES PROVIDED WERE MEDICALLY NECESSARY AND APPROPRIATE, AND (B) THE HEALTH CARE SERVICES DELIVERED MET QUALITY STANDARDS, AND ASSISTED STATES IN THE OVERSIGHT OF HEALTH CARE PROVIDERS AND DATA ANALYTICAL SERVICES. IN IPRO'S HEALTH CARE QUALITY IMPROVEMENT ACTIVITIES, UNDER CONTRACT WITH FEDERAL AND STATE GOVERNMENTS, IPRO WORKED WITH HEALTH CARE PROVIDERS IN HOSPITAL, NURSING HOME, HOME HEALTH, AND PHYSICIAN OFFICE SETTINGS TO IDENTIFY PROBLEMS AND PROPOSE SOLUTIONS TO BE IMPLEMENTED TO IMPROVE THE QUALITY OF HEALTH CARE IN DIVERSE CLINICAL AREAS SUCH AS (BUT NOT LIMITED TO) HEART FAILURE, HEART ATTACK, PNEUMONIA, DIABETES, ASTHMA, PRESSURE ULCERS, SURGICAL CARE INFECTION PREVENTION, CHRONIC KIDNEY DISEASE, CARE TRANSITIONS, AND DRUG SAFETY. WITH RESPECT TO MANAGED CARE PLANS, UNDER CONTRACT WITH STATE GOVERNMENTS, IPRO PROVIDED QUALITY OVERSIGHT TO MEDICAID MANAGED CARE PROGRAMS TO ASSESS WHETHER SUCH PROGRAMS MET REGULATORY AND QUALITY REQUIREMENTS.

    Expenses $64,437,822 · Grants $16,933 · Revenue $76,197,462

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

Listed in Part VII

  • JOHN A FRIEDMAN MD

    PRESIDENT

    Total calculated
    $10,850
    From this org
    $10,100
    From related orgs
    $750
    Other
    $0
    Hours/week
    0.43 + 0.1 related

  • PAUL J ROWLAND

    TREASURER

    Total calculated
    $6,500
    From this org
    $5,750
    From related orgs
    $750
    Other
    $0
    Hours/week
    0.31 + 0.1 related

  • ROBERT J PANZER MD

    SECRETARY

    Total calculated
    $6,100
    From this org
    $6,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.24

  • RAYMOND D SWEENEY

    VICE PRESIDENT

    Total calculated
    $4,925
    From this org
    $4,925
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.23

  • STUART B ALMER

    DIRECTOR

    Total calculated
    $5,100
    From this org
    $5,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.16

  • BARBARA J BRECKENRIDGE

    DIRECTOR

    Total calculated
    $2,100
    From this org
    $2,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.16

  • BRUCE A CHERNOF MD

    DIRECTOR

    Total calculated
    $1,800
    From this org
    $1,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.11

  • DAWN P EDWARDS

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1

  • HEEKYEONG MA

    DIRECTOR

    Total calculated
    $2,150
    From this org
    $2,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1

  • PAUL F MACIELAK ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.22

  • NIESHA NEAL

    DIRECTOR

    Total calculated
    $2,300
    From this org
    $2,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1

  • JOHN SARDELIS PHD

    DIRECTOR

    Total calculated
    $3,200
    From this org
    $3,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.27

  • NAUMAN SHAHID MD

    DIRECTOR

    Total calculated
    $2,300
    From this org
    $2,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1

  • WILLIAM E SHANAHAN

    DIRECTOR

    Total calculated
    $2,425
    From this org
    $2,425
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.36

  • LOIS WAGH

    DIRECTOR

    Total calculated
    $4,800
    From this org
    $4,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.18

  • THEODORE O WILL

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $797,077
    From this org
    $710,906
    From related orgs
    $0
    Other
    $86,171
    Hours/week
    42 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $444,756
    Bonus
    $197,464
    Other
    $68,686
    Deferred
    $48,060
    Nontaxable benefits
    $38,111
    Filer's total
    $797,077

  • HARRY M FEDER

    SR. VICE PRESIDENT & COO

    Total calculated
    $675,930
    From this org
    $603,715
    From related orgs
    $0
    Other
    $72,215
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $457,236
    Bonus
    $94,160
    Other
    $52,319
    Deferred
    $48,060
    Nontaxable benefits
    $24,155
    Filer's total
    $675,930

  • CLARE BRADLEY POLLET MD

    SR. VICE PRESIDENT & CMO

    Total calculated
    $520,129
    From this org
    $483,354
    From related orgs
    $0
    Other
    $36,775
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $326,984
    Bonus
    $133,437
    Other
    $22,933
    Deferred
    $34,046
    Nontaxable benefits
    $2,729
    Filer's total
    $520,129

  • EDISON A MACHADO JR MD

    SR. VICE PRESIDENT & CSO

    Total calculated
    $430,669
    From this org
    $370,692
    From related orgs
    $0
    Other
    $59,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,470
    Bonus
    $109,375
    Other
    $16,847
    Deferred
    $26,986
    Nontaxable benefits
    $32,991
    Filer's total
    $430,669

  • ALAN WOGHIN

    SR. VICE PRESIDENT & CFO

    Total calculated
    $407,460
    From this org
    $350,827
    From related orgs
    $0
    Other
    $56,633
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $223,388
    Bonus
    $101,722
    Other
    $25,717
    Deferred
    $18,126
    Nontaxable benefits
    $38,507
    Filer's total
    $407,460

  • HERMAN A JENICH

    SR. VICE PRESIDENT & CD & AD

    Total calculated
    $318,140
    From this org
    $282,660
    From related orgs
    $0
    Other
    $35,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,768
    Bonus
    $39,429
    Other
    $12,463
    Deferred
    $20,155
    Nontaxable benefits
    $15,325
    Filer's total
    $318,140

  • VIRGINIA A HILL

    VICE PRESIDENT, MANAGED CARE

    Total calculated
    $340,537
    From this org
    $296,904
    From related orgs
    $0
    Other
    $43,633
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,133
    Bonus
    $50,079
    Other
    $6,692
    Deferred
    $26,670
    Nontaxable benefits
    $16,963
    Filer's total
    $340,537

  • RICHARD A ALFIERI

    VICE PRESIDENT & CIO

    Total calculated
    $354,775
    From this org
    $287,581
    From related orgs
    $0
    Other
    $67,194
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,754
    Bonus
    $45,144
    Other
    $6,683
    Deferred
    $26,144
    Nontaxable benefits
    $41,050
    Filer's total
    $354,775

  • PATRICIA J GAGLIANO MD

    VICE PRESIDENT, HEALTHCARE

    Total calculated
    $292,166
    From this org
    $260,887
    From related orgs
    $0
    Other
    $31,279
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,423
    Bonus
    $40,464
    Other
    $0
    Deferred
    $13,027
    Nontaxable benefits
    $18,252
    Filer's total
    $292,166

  • SUSAN E CAPONI

    VICE PRESIDENT, ESRD

    Total calculated
    $282,726
    From this org
    $257,639
    From related orgs
    $0
    Other
    $25,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,268
    Bonus
    $44,415
    Other
    $1,956
    Deferred
    $17,873
    Nontaxable benefits
    $7,214
    Filer's total
    $282,726

  • MATTHEW W ROBERTS

    VICE PRESIDENT, STATE HEALTH

    Total calculated
    $265,394
    From this org
    $247,270
    From related orgs
    $0
    Other
    $18,124
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,102
    Bonus
    $42,730
    Other
    $438
    Deferred
    $12,148
    Nontaxable benefits
    $5,976
    Filer's total
    $265,394

  • JAZ-MICHAEL KING

    VICE PRESIDENT & CTO

    Total calculated
    $217,083
    From this org
    $199,210
    From related orgs
    $0
    Other
    $17,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,122
    Bonus
    $44,770
    Other
    $318
    Deferred
    $16,949
    Nontaxable benefits
    $924
    Filer's total
    $217,083

  • JENNIFER N EDWARDS

    ASSOC. VICE PRESIDENT

    Total calculated
    $272,668
    From this org
    $245,810
    From related orgs
    $0
    Other
    $26,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,189
    Bonus
    $42,730
    Other
    $1,891
    Deferred
    $12,149
    Nontaxable benefits
    $14,709
    Filer's total
    $272,668

  • TIERRE A JEANNE-PORTER

    ASSOC. VICE PRESIDENT

    Total calculated
    $282,967
    From this org
    $234,776
    From related orgs
    $0
    Other
    $48,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,356
    Bonus
    $31,556
    Other
    $2,864
    Deferred
    $11,397
    Nontaxable benefits
    $36,794
    Filer's total
    $282,967

  • FRANK N MATTHES

    ASSISTANT VICE PRESIDENT

    Total calculated
    $244,088
    From this org
    $230,493
    From related orgs
    $0
    Other
    $13,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,128
    Bonus
    $21,365
    Other
    $0
    Deferred
    $10,980
    Nontaxable benefits
    $2,615
    Filer's total
    $244,088

  • MONTY M BODENHEIMER MD

    MEDICAL DIRECTOR

    Total calculated
    $262,659
    From this org
    $209,492
    From related orgs
    $0
    Other
    $53,167
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $205,734
    Bonus
    $0
    Other
    $3,758
    Deferred
    $13,269
    Nontaxable benefits
    $39,898
    Filer's total
    $262,659

  • WENDY P FERGUSON

    ASSISTANT VICE PRESIDENT

    Total calculated
    $227,903
    From this org
    $208,276
    From related orgs
    $0
    Other
    $19,627
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,647
    Bonus
    $19,035
    Other
    $2,594
    Deferred
    $12,525
    Nontaxable benefits
    $7,102
    Filer's total
    $227,903

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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
IPRO MAINTAINS A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER IRC SECTION 457(F) FOR SELECT AND HIGHLY COMPENSATED INDIVIDUALS. THE AMOUNTS CONTRIBUTED BY IPRO ON THEIR BEHALF IN CALENDAR YEAR 2022 ARE: THEODORE O. WILL: $20,500; HARRY M. FEDER: $20,500; CLARE B. BRADELY POLLET, MD: $12,586; EDISON A. MACHADO, JR., MD: $5,528; ALAN WOGHIN: $2,766. THESE AMOUNTS ARE INCLUDED IN THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (C). THE AMOUNT OF DISTRIBUTION RECEIVED FROM THE NONQUALIFIED RETIREMENT PLAN IN CALENDAR YEAR 2022 ARE: THEODORE O. WILL: $38,716; HARRY FEDER: $33,073. THESE AMOUNTS ARE INCLUDED IN THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 7
AMOUNTS INCLUDED IN PART II, COLUMN B(II) REFLECT NON-FIXED PAYMENTS RECEIVED IN THE FORM OF AN ANNUAL INCENTIVE DURING THE 2022 CALENDAR YEAR. INCENTIVES ARE BASED ON VARIOUS PERFORMANCE MEASURES.

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

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.

Disregarded entities

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

  • LOGIQUAL LLC

    HEALTHCARE EFFECTIVENESS DATA AND INFORMATION SET AUDITS · NY · income $0 · assets $271,965

    Directly controlled by ISLAND PEER REVIEW ORGANIZATION INC

Related corporations and trusts

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

  • IPRO NATIONAL MEDICAL REVIEW LTD

    C · INACTIVE · NY · 100% owned · share of assets $3,000 · controlled entity

    Directly controlled by ISLAND PEER REVIEW ORGANIZATION

Provenance

Return type
form_990
Tax year
2022
Filed
12 June 2024
IRS schema version
2022v5.0
Source object
202421659349301857

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