Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1d · Related organizations

  $2,327,030

• 1f · All other contributions, gifts and grants

  $798,881

• 1g · Noncash contributions included above

  $43,515

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

  total $56,489 · related or exempt $56,489

• 3 · Investment income

  total $20,319 · excluded $20,319

• 7a · Gross sales of assets other than inventory

  securities $491,037

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

  securities $450,774

• 7c · Gain or loss

  securities $40,263

• 7d · Net gain or loss

  total $40,263 · excluded $40,263

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $127,852 · program services $127,852

• 2 · Grants to domestic individuals

  total $7,000 · program services $7,000

• 5 · Compensation of officers, directors and key employees

  total $251,581 · program services $213,844 · management and general $27,674 · fundraising $10,063

• 7 · Other salaries and wages

  total $1,155,820 · program services $1,010,437 · management and general $106,614 · fundraising $38,769

• 8 · Pension plan contributions

  total $38,560 · program services $32,776 · management and general $4,242 · fundraising $1,542

• 9 · Other employee benefits

  total $189,577 · program services $161,523 · management and general $20,573 · fundraising $7,481

• 10 · Payroll taxes

  total $103,502 · program services $87,977 · management and general $11,385 · fundraising $4,140

• 11c · Fees: accounting

  total $22,250 · program services $18,912 · management and general $2,448 · fundraising $890

• 11f · Fees: investment management

  total $7,326 · management and general $7,326

• 11g · Fees: other

  total $438,972 · program services $438,555 · management and general $306 · fundraising $111

• 12 · Advertising and promotion

  total $100,210 · program services $97,950 · management and general $1,657 · fundraising $603

• 13 · Office expenses

  total $205,367 · program services $192,912 · management and general $11,873 · fundraising $582

• 14 · Information technology

  total $27,798 · program services $27,048 · management and general $550 · fundraising $200

• 17 · Travel

  total $31,167 · program services $30,703 · management and general $340 · fundraising $124

• 19 · Conferences, conventions and meetings

  total $3,720 · program services $3,386 · management and general $245 · fundraising $89

• 22 · Depreciation, depletion and amortization

  total $2,546 · program services $2,164 · management and general $280 · fundraising $102

• 23 · Insurance

  total $18,329 · program services $17,061 · management and general $930 · fundraising $338

• 24a · Other expenses: PROGRAM SUPPLIES

  total $351,407 · program services $351,407

• 24b · Other expenses: ARTISTS / SPEAKERS

  total $31,191 · program services $31,191

• 24c · Other expenses: CORPORATE DUES AND FEES

  total $9,159 · program services $8,753 · management and general $298 · fundraising $108

• 24d · Other expenses: RENTAL EVENT EXPENSE

  total $5,201 · program services $5,201

• 24e · All other expenses

  total $4,723 · program services $4,513 · management and general $154 · fundraising $56

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $94,637 · end of year $990,472

• 3 · Pledges and grants receivable

  beginning of year $721,030 · end of year $155,394

• 4 · Accounts receivable

  beginning of year $228,795 · end of year $339,140

• 9 · Prepaid expenses and deferred charges

  beginning of year $39,108 · end of year $18,231

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

  $50,914

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

  $5,091

• 10c · Land, buildings and equipment, net

  beginning of year $0 · end of year $45,823

• 11 · Investments: publicly traded securities

  beginning of year $904,668 · end of year $659,873

• 15 · Other assets

  beginning of year $63,000 · end of year $0

• 17 · Accounts payable and accrued expenses

  beginning of year $385,185 · end of year $359,627

• 25 · Other liabilities

  beginning of year $32,482 · end of year $43,839

• 27 · Net assets without donor restrictions

  beginning of year $808,751 · end of year $924,427

• 28 · Net assets with donor restrictions

  beginning of year $824,820 · end of year $881,040

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 ORGANIZATION'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), 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 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 W. CROPP, M.D. - $221,450 JOHN REID RODGERS - $88,838 PATRICIA C. CLABEAUX - $63,609 ROBERTA D. RIFKIN - $90,793

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

• INDEPENDENT HEALTH BENEFITS CORPORATION

  C · POS AND INDEMNITY PRODUCT ADMINISTRATION · NY

• MASON INSURANCE COMPANY LTD

  C · REINSURANCE · BD