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Nonprofiteer
← HEALTHECONNECTIONS INC

Form 990 for tax year 2023

Filed by HEALTHECONNECTIONS INC.

Totals

Total revenue
$13,152,575
Total expenses
$11,418,113
Contributions and grants received
$12,233,570
Grants paid
$19,010
Program service revenue
$794,693
Investment income
$124,312
Other revenue
$0
Total assets, end of year
$20,543,592
Total liabilities, end of year
$3,232,721
Net assets or fund balances, end of year
$17,310,871
Program services expenses (Part IX)
$9,965,334
Management and general expenses
$1,452,779
Fundraising expenses
$0
Program service expenses (Part III)
$9,965,334

Program services were 87.3% 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.

  • 1f · All other contributions, gifts and grants

    $12,233,570

  • 2a · Program service revenue: HEALTH INFORMATION EXCHANGE

    total $794,693 · related or exempt $794,693

  • 3 · Investment income

    total $141,106 · excluded $141,106

  • 7a · Gross sales of assets other than inventory

    securities $25,000

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

    securities $41,794

  • 7c · Gain or loss

    securities -$16,794

  • 7d · Net gain or loss

    total -$16,794 · excluded -$16,794

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $19,010 · program services $19,010

  • 5 · Compensation of officers, directors and key employees

    total $681,183 · program services $553,403 · management and general $127,780

  • 7 · Other salaries and wages

    total $4,991,377 · program services $4,944,790 · management and general $46,587

  • 11b · Fees: legal

    total $107,160 · program services $22,860 · management and general $84,300

  • 11c · Fees: accounting

    total $22,500 · management and general $22,500

  • 11f · Fees: investment management

    total $47,004 · management and general $47,004

  • 11g · Fees: other

    total $4,414,420 · program services $4,152,221 · management and general $262,199

  • 12 · Advertising and promotion

    total $93,920 · program services $36,997 · management and general $56,923

  • 13 · Office expenses

    total $382,292 · program services $42,601 · management and general $339,691

  • 16 · Occupancy

    total $323,850 · program services $79,005 · management and general $244,845

  • 17 · Travel

    total $71,052 · program services $8,669 · management and general $62,383

  • 22 · Depreciation, depletion and amortization

    total $32,154 · management and general $32,154

  • 23 · Insurance

    total $214,841 · program services $105,778 · management and general $109,063

  • 24a · Other expenses: SUBSCRIPTIONS & MEMBERS

    total $17,350 · management and general $17,350

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,872,810 · end of year $5,101,787

  • 2 · Savings and temporary cash investments

    beginning of year $973,631 · end of year $974,536

  • 3 · Pledges and grants receivable

    beginning of year $2,816,680 · end of year $5,356,582

  • 9 · Prepaid expenses and deferred charges

    beginning of year $242,886 · end of year $289,976

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

    $2,214,157

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

    $167,847

  • 10c · Land, buildings and equipment, net

    beginning of year $78,866 · end of year $2,046,310

  • 11 · Investments: publicly traded securities

    beginning of year $4,863,743 · end of year $5,493,166

  • 15 · Other assets

    beginning of year $690,142 · end of year $1,281,235

  • 17 · Accounts payable and accrued expenses

    beginning of year $500,983 · end of year $694,068

  • 19 · Deferred revenue

    beginning of year $1,051,551 · end of year $1,035,420

  • 25 · Other liabilities

    beginning of year $860,322 · end of year $1,503,233

  • 27 · Net assets without donor restrictions

    beginning of year $15,125,902 · end of year $17,310,871

Mission and programs · 2023

Mission

THE COLLABORATIVE'S MISSION IS TO ADVANCE HIGH QUALITY HEALTH CARE, ACCESS AND SAFETY IN CENTRAL NEW YORK WHILE DECREASING OR MAINTAINING COSTS.

Activities or mission (Part I)

THE COLLABORATIVE'S MISSION IS TO SUPPORT THE MEANINGFUL USE OF HEALTH INFORMATION EXCHANGE AND TECHNOLOGY ADOPTION, AND THE USE OF COMMUNITY HEALTH DATA AND BEST PRACTICES, TO ENABLE CENTRAL NEW YORK STAKEHOLDERS TO TRANSFORM AND IMPROVE PATIENT CARE, IMPROVE THE HEALTH OF POPULATIONS AND LOWER HEALTH CARE COSTS.

  • IMPLEMENTING A REGIONAL HEALTH INFORMATION ORGANIZATION (RHIO) THAT OVERSEES THE GOVERNANCE AND OPERATIONS OF THE CENTRAL NEW YORK HEALTH INFORMATION EXCHANGE (HIE) WHICH:(1) FACILITATES AND ENABLES THE AGGREGATION, VIEWING AND EXCHANGE OF PATIENT CLINICAL HEALTH INFORMATION AMOUNG PARTICIPATING ORGANIZATIONS(2) PROMOTES THE ADOPTION AND MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS, FOR THE PURPOSE OF IMPROVING PATIENT EXPERIENCE OF CARE(3) IMPROVES THE CARE AND HEALTH OF REGIONAL POPULATIONS(4) CONTRIBUTES TO HEALTHCARE COST EFFICIENCIES

    Expenses $9,965,334 · Grants $19,010 · Revenue $794,693

As filed on the 2023 return.

Listed in Part VII

  • DAVID PAGE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN STALLONE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RONALD FISH

    BOARD CO-VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RAJESH DAVE

    BOARD CO-VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA HALE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • PAUL KRONENBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • INDU GUPTA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SETH KRONENBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JACKIE LEAF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ORRIN MACMURRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH MALDONADO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT WEISENTHAL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRUCE WOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARISA BARBIERI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL KAYE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK MATHUMBI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT HACK

    PRESIDENT/CEO

    Total calculated
    $533,335
    From this org
    $435,404
    From related orgs
    $0
    Other
    $97,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,404
    Bonus
    $66,000
    Other
    $0
    Deferred
    $95,532
    Nontaxable benefits
    $2,399
    Filer's total
    $533,335

  • LIANA PROSONIC

    ASSOCIATE VP, FINANCE AND

    Total calculated
    $147,849
    From this org
    $132,416
    From related orgs
    $0
    Other
    $15,433
    Hours/week
    40

  • RACHEL KRAMER

    SENIOR VP, POPULATION AND

    Total calculated
    $200,576
    From this org
    $184,359
    From related orgs
    $0
    Other
    $16,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,000
    Bonus
    $14,359
    Other
    $0
    Deferred
    $4,658
    Nontaxable benefits
    $11,559
    Filer's total
    $200,576

  • JEREMY SMELSKI

    DIRECTOR, HIE SERVICES AND

    Total calculated
    $165,232
    From this org
    $148,104
    From related orgs
    $0
    Other
    $17,128
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,104
    Bonus
    $0
    Other
    $0
    Deferred
    $5,708
    Nontaxable benefits
    $11,420
    Filer's total
    $165,232

  • RICHARD TRAVERS

    CHIEF INFORMATION SECURITY

    Total calculated
    $212,345
    From this org
    $193,556
    From related orgs
    $0
    Other
    $18,789
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,112
    Bonus
    $13,444
    Other
    $0
    Deferred
    $7,204
    Nontaxable benefits
    $11,585
    Filer's total
    $212,345

  • ELIZABETH AMATO

    SENIOR VP, HIE OPERATIONS

    Total calculated
    $251,000
    From this org
    $242,200
    From related orgs
    $0
    Other
    $8,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,000
    Bonus
    $22,200
    Other
    $0
    Deferred
    $8,800
    Nontaxable benefits
    $0
    Filer's total
    $251,000

  • BRAD HESSLER

    ASSOCIATE VP, HIE OPERATIONS

    Total calculated
    $174,033
    From this org
    $165,880
    From related orgs
    $0
    Other
    $8,153
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,000
    Bonus
    $10,880
    Other
    $0
    Deferred
    $6,635
    Nontaxable benefits
    $1,518
    Filer's total
    $174,033

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 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 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 4B
THE COLLABORATIVE ESTABLISHED A 457(F) PLAN FOR ROBERT HACK, PRESIDENT/CEO. THE EMPLOYEE CANNOT CONTRIBUTE TO THIS PLAN. EMPLOYER CONTRIBUTIONS ARE DEFINED WITHIN THE EMPLOYEE'S EMPLOYMENT CONTRACT. THE PLAN SHALL PROVIDE FOR THE EMPLOYEE TO BE FULLY VESTED AFTER MARCH 29, 2024 OR TERMINATION DUE TO DEATH, DISABILITY OR INVOLUNTARY TERMINATION WITHOUT CAUSE PRIOR TO THE VESTING DATE. CONTRIBUTIONS TO THIS PLAN WAS $87,500 FOR THE YEAR ENDED DECEMBER 31, 2023. NO PAYMENTS WERE MADE TO ROBERT HACK IN 2023.

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

  • AMERICAN CANCER SOCIETY

    $10,000

    CONTRIBUTIONS WERE MADE TO PROVIDE ASSISTANCE FOR THE MAKING STRIDES AGAINST BREAST CANCER EVENT.

Provenance

Return type
form_990
Tax year
2023
Filed
2 May 2024
IRS schema version
2023v5.0
Source object
202441249349302179

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