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Nonprofiteer
← KALEIDA HEALTH

Form 990 for tax year 2022

Filed by KALEIDA HEALTH.

Totals

Total revenue
$1,502,415,886
Total expenses
$1,511,444,624
Contributions and grants received
$41,185,625
Grants paid
$326,927
Program service revenue
$1,437,808,000
Investment income
$956,274
Other revenue
$22,465,987
Total assets, end of year
$1,204,818,970
Total liabilities, end of year
$1,098,748,588
Net assets or fund balances, end of year
$106,070,382
Program services expenses (Part IX)
$1,310,266,823
Management and general expenses
$201,177,801
Fundraising expenses
$0
Program service expenses (Part III)
$1,310,266,823

Program services were 86.7% 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.

  • 1d · Related organizations

    $2,241,782

  • 1e · Government grants (contributions)

    $36,059,533

  • 1f · All other contributions, gifts and grants

    $2,884,310

  • 1g · Noncash contributions included above

    $1,702,626

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $1,432,396,107 · related or exempt $1,432,396,107

  • 2b · Program service revenue: LAB SERVICES

    total $5,301,893 · unrelated business $5,301,893

  • 2c · Program service revenue: MANAGEMENT FEES

    total $110,000 · unrelated business $110,000

  • 3 · Investment income

    total $5,671,469 · unrelated business $2,007,571 · excluded $3,663,898

  • 6a · Gross rents

    real property $2,959,034

  • 6b · Less rental expenses

    real property $581,812

  • 6c · Rental income or loss

    real property $2,377,222

  • 6d · Net rental income or loss

    total $2,377,222 · excluded $2,377,222

  • 7a · Gross sales of assets other than inventory

    securities $1,084,805

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

    securities $5,800,000

  • 7c · Gain or loss

    securities -$4,715,195

  • 7d · Net gain or loss

    total -$4,715,195 · excluded -$4,715,195

  • 11a · Other revenue: MANAGEMENT & CONSULTING FEES

    total $11,698,162 · excluded $11,698,162

  • 11b · Other revenue: REBATE REVENUE

    total $5,190,334 · excluded $5,190,334

  • 11c · Other revenue: ALL OTHER REVENUE

    total $1,861,020 · related or exempt $654,545 · excluded $1,206,475

  • 11d · All other revenue

    total $1,339,249 · related or exempt $1,162,059 · unrelated business $177,190

  • 11e · Other revenue, total

    $20,088,765

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $326,927 · program services $326,927

  • 5 · Compensation of officers, directors and key employees

    total $12,674,129 · management and general $12,674,129

  • 7 · Other salaries and wages

    total $552,558,164 · program services $516,319,933 · management and general $36,238,231

  • 8 · Pension plan contributions

    total $42,045,673 · program services $5,641,994 · management and general $36,403,679

  • 9 · Other employee benefits

    total $99,168,676 · program services $78,984,384 · management and general $20,184,292

  • 10 · Payroll taxes

    total $39,827,119 · program services $37,973,810 · management and general $1,853,309

  • 11b · Fees: legal

    total $2,532,824 · program services $1,033,763 · management and general $1,499,061

  • 11c · Fees: accounting

    total $566,844 · program services $30,456 · management and general $536,388

  • 11d · Fees: lobbying

    total $307,978 · management and general $307,978

  • 11g · Fees: other

    total $239,746,579 · program services $229,189,314 · management and general $10,557,265

  • 12 · Advertising and promotion

    total $3,338,154 · program services $2,655,069 · management and general $683,085

  • 13 · Office expenses

    total $1,444,022 · program services $1,172,249 · management and general $271,773

  • 16 · Occupancy

    total $21,519,927 · program services $6,016,218 · management and general $15,503,709

  • 17 · Travel

    total $825,636 · program services $785,336 · management and general $40,300

  • 20 · Interest

    total $15,406,931 · program services $12,325,539 · management and general $3,081,392

  • 22 · Depreciation, depletion and amortization

    total $72,213,686 · program services $51,090,595 · management and general $21,123,091

  • 23 · Insurance

    total $15,892,344 · program services $11,385,450 · management and general $4,506,894

  • 24a · Other expenses: HEALTH CARE SUPPLIES

    total $275,214,063 · program services $275,952,053 · management and general -$737,990

  • 24b · Other expenses: EQUIPMENT RENTAL & MAIN

    total $44,366,755 · program services $15,249,393 · management and general $29,117,362

  • 24c · Other expenses: OTHER

    total $29,404,192 · program services $32,025,017 · management and general -$2,620,825

  • 24d · Other expenses: SERVICE CONTRACTS

    total $22,938,241 · program services $16,777,782 · management and general $6,160,459

  • 24e · All other expenses

    total $19,125,760 · program services $15,331,541 · management and general $3,794,219

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,128,710 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $9,566,264 · end of year $47,844,949

  • 3 · Pledges and grants receivable

    beginning of year $925,000 · end of year $925,000

  • 4 · Accounts receivable

    beginning of year $122,508,432 · end of year $118,637,658

  • 8 · Inventories for sale or use

    beginning of year $44,619,757 · end of year $44,933,961

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,273,658 · end of year $14,636,718

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

    $2,124,653,130

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

    $1,534,040,341

  • 10c · Land, buildings and equipment, net

    beginning of year $621,989,564 · end of year $590,612,789

  • 11 · Investments: publicly traded securities

    beginning of year $89,191,534 · end of year $92,274,118

  • 12 · Investments: other securities

    beginning of year $42,044,127 · end of year $35,318,997

  • 15 · Other assets

    beginning of year $235,061,694 · end of year $259,634,780

  • 17 · Accounts payable and accrued expenses

    beginning of year $208,178,968 · end of year $227,702,546

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,038,878 · end of year $1,912,031

  • 23 · Secured mortgages and notes payable

    beginning of year $282,668,611 · end of year $264,392,229

  • 25 · Other liabilities

    beginning of year $637,057,719 · end of year $604,741,782

  • 27 · Net assets without donor restrictions

    beginning of year $30,996,000 · end of year $76,962,000

  • 28 · Net assets with donor restrictions

    beginning of year $30,368,564 · end of year $29,108,382

Mission and programs · 2022

Mission

KALEIDA HEALTH IS THE LARGEST HEALTHCARE PROVIDER IN WNY, SERVING THE AREA'S EIGHT COUNTIES WITH COMPREHENSIVE SERVICES & PROGRAMS PROVIDED AT FOUR ACUTE CARE, TWO LONG TERM CARE, AS WELL AS OUTPATIENT & PRIMARY CARE SITES.

Activities or mission (Part I)

KALEIDA HEALTH PROVIDES HEALTHCARE SERVICES FOR THE EIGHT COUNTIES OF WNY AT FOUR ACUTE CARE, TWO LT CARE, AND OTHER OUTPATIENT AND PRIMARY CARE SITES.

  • SEE SCHEDULE OKALEIDA HEALTH IS A VOLUNTARY, NOT-FOR-PROFIT; NEW YORK STATE DEPARTMENT OF HEALTH ARTICLE 28 LICENSED HOSPITAL-BASED HEALTHCARE DELIVERY SYSTEM SERVICING THE COMMUNITIES OF WESTERN NEW YORK STATE AT VARIOUS LEVELS AND WITH FACILITIES IN MULTIPLE LOCATIONS THROUGHOUT THE REGION. KALEIDA HEALTH INCLUDES THE BUFFALO GENERAL MEDICAL CENTER (BUFFALO GENERAL), MILLARD FILLMORE SUBURBAN HOSPITAL (MILLARD SUBURBAN), JOHN R. OISHEI CHILDREN'S HOSPITAL (OISHEI CHILDREN'S HOSPITAL, FORMERLY THE WOMEN & CHILDREN'S HOSPITAL OF BUFFALO), AND DEGRAFF MEMORIAL HOSPITAL (DEGRAFF). IN ADDITION TO THE FOUR KALEIDA HEALTH (KALEIDA) HOSPITALS, KALEIDA OPERATES TWO SKILLED NURSING FACILITIES, AND NUMEROUS OUTPATIENT CLINICS. THE ABOVE FACILITIES OPERATE UNDER ONE TAX IDENTIFICATION NUMBER.OUR FAMILY OF HEALTH CARE ORGANIZATIONS IS BLENDED TOGETHER INTO ONE FRAMEWORK FOR LEADERSHIP, GOVERNANCE, SHARED SERVICES, FINANCIAL INFRASTRUCTURE AND INFORMATION TECHNOLOGY PLATFORMS. COLLECTIVELY, KALEIDA HEALTH'S MARKET SHARE IS 32.9% IN WESTERN NEW YORK, 41.39% IN ERIE COUNTY AND 34.37% IN NIAGARA COUNTY. ANNUALLY $1.2 MILLION COMBINED INPATIENT, EMERGENCY DEPARTMENT AND OUTPATIENT VISITS OCCUR AT THE HEALTH CARE FACILITIES IN THE KALEIDA HEALTH SYSTEM, WHICH EMPLOYS APPROXIMATELY 8,500 STAFF AND HAVE APPROXIMATELY 2,300 MEDICAL STAFF MEMBERS. DURING 2022, THERE WERE 53,569 INPATIENT DISCHARGES, OF WHICH 27% WERE MEDICAID AND MEDICAID MANAGED, 41% MEDICARE AND MEDICARE MANAGED CARE, 1% WERE UNINSURED, AND 36% WERE OTHER. KALEIDA HEALTH'S MISSION IS TO ADVANCE THE HEALTH OF OUR COMMUNITY. OUR VISION IS TO PROVIDE COMPASSIONATE, HIGH-VALUE, QUALITY CARE, IMPROVING HEALTH IN WESTERN NEW YORK AND BEYOND, EDUCATING FUTURE HEALTH CARE LEADERS AND DISCOVERING INNOVATIVE WAYS TO ADVANCE MEDICINE. OUR VALUES CLEARLY STATE WHO WE ARE AND HOW WE PERFORM OUR WORK:CENTERED: REMAIN CENTERED AROUND THE PATIENT AND FAMILY.ACCOUNTABLE: BE ACCOUNTABLE TO PATIENTS AND EACH OTHER.RESPECT: SHOW RESPECT AND INTEGRITY.EXCELLENCE: PROVIDE EXCELLENCE IN ALL WE DO.KALEIDA HEALTH'S PROGRAMS AND AFFILIATES ARE LICENSED BY THE STATE OF NEW YORK DEPARTMENT OF HEALTH AND ACCREDITED BY DNV. KALEIDA IS CERTIFIED BY THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES FOR PARTICIPATION IN MEDICARE AND MEDICAID. THE ACCREDITATION COUNSEL FOR GRADUATE MEDICAL EDUCATION APPROVES ALL RESIDENCY PROGRAMS FOR PHYSICIANS, AND THE AMERICAN DENTAL ASSOCIATION APPROVES ITS DENTAL AND ORAL SURGERY PROGRAMS. KALEIDA IS ALSO A MEMBER OF THE COUNCIL OF TEACHING HOSPITALS, THE AMERICAN DENTAL ASSOCATION, THE AMERICAN MEDICAL ASSOCATION AND THE GREATER NEW YORK HOSPITAL ASSOCATION.OPERATION OF EMERGENCY ROOMS:KALEIDA HEALTH OPERATES FOUR EMERGENCY ROOMS, ONE IN EACH OF THE ACUTE CARE HOSPITALS, GENERATING A TOTAL OF 162,635 PATIENT VISITS DURING 2022. THE EMERGENCY DEPARTMENTS, WHICH OPERATE 24 HOURS A DAY, SEVEN DAYS EACH WEEK, ARE OPEN TO ANYONE, REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES.BOARD OF DIRECTORS AND COMMUNITY GUIDANCE:KALEIDA HEALTH MAINTAINS COMMUNITY CONTROL OVER THE CORPORATION THROUGH ITS BOARD OF DIRECTORS, COMPRISED OF COMMUNITY AND FAITH LEADERS, AND LEADERS IN BUSINESS AND INDUSTRY, HEALTHCARE AND PHYSICIANS REPRESENTING THE MEDICAL STAFF OF KALEIDA HEALTH. THE MAJORITY OF THE DIRECTORS RESIDE IN WESTERN NEW YORK AND EACH DIRECTOR SERVES A THREE-YEAR TERM. OPEN MEDICAL STAFF:AS CONFERRED BY THE BOARD OF DIRECTORS, MEDICAL STAFF MEMBERSHIP IS OFFERED TO PROFESSIONALLY COMPETENT PHYSICIANS, DENTISTS, PODIATRISTS AND OTHER SPECIFIED INDIVIDUALS, WHO CONTINUOUSLY MEET THE QUALIFICATIONS, STANDARDS AND REQUIREMENTS OUTLINED IN THE BYLAWS, RULES AND REGULATIONS, POLICIES OF THE MEDICAL STAFF AND KALEIDA HEALTH, CONSISTENT WITH THE NEEDS OF KALEIDA HEALTH'S PATIENTS. STAFF MEMBERSHIP OR PARTICULAR CLINICAL PRIVILEGES SHALL NOT BE DENIED ON THE BASIS OF AGE, SEX, SEXUAL ORIENTATON, RACE, COLOR, CREED, NATIONAL ORIGIN, A DISABILITY UNRELATED TO THE ABILITY TO FULFILL PATIENT CARE AND MEDICAL STAFF RESPONSIBILITIES OR ANY OTHER CRITERION UNRELATED TO THE EFFICIENT DELIVERY OF QUALITY PATIENT CARE, TO PROFESSIONAL QUALIFICATIONS OR TO THE NEEDS OF THE COMMUNITY, OR TO THE PURPOSES, NEEDS AND CAPABILITIES OF KALEIDA HEALTH. EVERY MEMBER OF THE MEDICAL STAFF ASSISTS THE HOSPITALS IN FULFILLING OUR MISSION AND RESPONSIBILITY TO PROVIDE EMERGENCY AND UNCOMPENSATED CARE FOR THOSE IN NEED.USE OF SURPLUS FUNDS:SURPLUS FUNDS ARE USED TO FURTHER THE MISSION AND OPERATIONS OF KALEIDA HEALTH, SUCH AS REINVESTING IN COMMUNITY BENEFIT PROGRAMS, AND MAKING IMPROVEMENTS IN FACILITIES, PATIENT CARE, MEDICAL, NURSING AND ALLIED HEALTH TRAINING, EDUCATION AND RESEARCH IN SUPPORT OF THE HEALTH NEEDS OF THE COMMUNITY.COMMUNITY BENEFIT PROGRAMS AND SERVICES:KALEIDA HEALTH OFFERS NUMEROUS COMMUNITY BENEFIT PROGRAMS AND SERVICES IN RESPONSE TO THE COMMUNITY'S NEEDS, BY IMPROVING ACCESS TO CARE, IMPROVE PUBLIC HEALTH, ADVANCE KNOWLEDGE AND RELIEVE GOVERNMENT PROGRAMS. THESE PROGRAMS ARE CONDUCTED IN COMMUNITY-BASED SETTINGS SUCH AS SCHOOLS, CHURCHES, COMMUNITY CENTERS, SENIOR CENTERS AND PROGRAMS ARE ALSO OFFERED AT KALEIDA'S HOSPITAL CAMPUSES AND FACILITIES. COMMUNITY BENEFIT PROGRAMS AND SERVICES INCLUDE HEALTH FAIRS, HEALTH SCREENINGS, HEALTH EDUCATION LECTURES AND WORKSHOPS FOR COMMUNITY GROUPS AND THE GENERAL PUBLIC, SCHOOL HEALTH EDUCATION PROGRAMS, AND CONSUMER HEALTH INFORMATION IN THE KALEIDA HEALTH LIBRARIES. KALEIDA ALSO OFFERS A NUMBER OF SUBSIDIZED HEALTH SERVICES SUCH AS OUTPATIENT CLINICS, LONG-TERM CARE SERVICES, WOMEN'S HEALTH CENTERS, DIALYSIS SERVICES, BEHAVIORAL HEALTH SERVICES, SCHOOL-BASED HEALTH CENTERS, EARLY CHILDHOOD PROGRAM, EARLY INTERVENTION SERVICES, FAMILY PLANNING SERVICES, WESTERN NEW YORK CLINICAL INFORMATION EXCHANGE AND HEALTH-E-LINK AND DIAGNOSTIC, THERAPEUTIC AND REHABILITATION SERVICES FOR CHILDREN WITH SPECIAL NEEDS. KALEIDA'S HOSPITALS SERVE AS A MAJOR TEACHING AFFILIATE OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO'S SCHOOL OF MEDICINE AND BIOMEDICAL SCIENCES AND DENTAL MEDICINE, WITH TRAINING TO 400 MEDICAL AND DENTAL RESIDENTS EACH YEAR. KALEIDA IS INVOLVED IN AND SPONSORS RESEARCH PROJECTS, AND WE PROVIDE LOAN FORGIVENESS FOR PHYSICIANS TO ESTABLISH OR JOIN EXISTING PRACTICES THAT SERVE THE UNDERSERVED COMMUNITIES OF BUFFALO AND WESTERN NEW YORK. KALEIDA OFFERS CLINICAL TRAINING FACILITIES AND SUPPORT FOR NURSING AND A NUMBER OF ALLIED HEALTH PROFESSIONAL TRAINING PROGRAMS AT LOCAL COLLEGES AND UNIVERSITIES, AND OTHER PROFESSIONAL DEVELOPMENT/CONTINUING EDUCATION TRAINING PROGRAMS FOR COLLEAGUES FROM HEALTH CARE ORGANIZATIONS ACROSS THE REGION.

    Expenses $1,310,266,823 · Grants $326,927 · Revenue $1,439,624,604

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

Listed in Part VII

  • Robert Nesselbush

    CHIEF EXECUTIVE OFFICER (UNTIL 9/22)

    Total calculated
    $3,705,674
    From this org
    $3,694,133
    From related orgs
    $0
    Other
    $11,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $933,192
    Bonus
    $927,083
    Other
    $1,833,858
    Deferred
    $11,045
    Nontaxable benefits
    $496
    Filer's total
    $3,705,674

  • Donald Boyd

    PRESIDENT AND CEO (AS OF 7/22)

    Total calculated
    $2,046,938
    From this org
    $2,075,977
    From related orgs
    $0
    Other
    -$29,039
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,002,946
    Bonus
    $280,000
    Other
    $793,031
    Deferred
    -$47,000
    Nontaxable benefits
    $17,961
    Filer's total
    $2,046,938

  • Nicholas J Aquino MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Beauford

    DIRECTOR (AS OF 5/22)

    Total calculated
    $0
    Hours/week
    1

  • Lorrie A Clemo PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary M Crosby

    CHAIRMAN (AS OF 5/22)

    Total calculated
    $0
    Hours/week
    1

  • Abeer Eddib MD

    DIRECTOR

    Total calculated
    $23,597
    From this org
    $23,282
    From related orgs
    $0
    Other
    $315
    Hours/week
    1

  • Muhammed Javed MD

    DIRECTOR

    Total calculated
    $147,167
    From this org
    $0
    From related orgs
    $147,167
    Other
    $0
    Hours/week
    1

  • William J Maggio Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • George E Matthews MD

    DIRECTOR

    Total calculated
    $181,839
    From this org
    $0
    From related orgs
    $181,839
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $181,839 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $181,839 related

  • Timothy G McEvoy Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul O'Leary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Persons

    DIRECTOR (AS OF 5/22)

    Total calculated
    $0
    Hours/week
    1

  • Christopher Ross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Lou Rusin Rd EdD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frank Curci

    CHAIRMAN (UNTIL 5/22)

    Total calculated
    $0
    Hours/week
    1

  • David Hughes MD

    EVP, CMO (UNTIL 5/22)

    Total calculated
    $522,109
    From this org
    $515,677
    From related orgs
    $0
    Other
    $6,432
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $260,316
    Bonus
    $224,588
    Other
    $30,773
    Deferred
    $5,800
    Nontaxable benefits
    $632
    Filer's total
    $522,109

  • Cheryl Klass

    EVP, CHIEF NURSE EXECUTIVE

    Total calculated
    $748,696
    From this org
    $749,148
    From related orgs
    $0
    Other
    -$452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $526,897
    Bonus
    $192,500
    Other
    $29,751
    Deferred
    -$5,161
    Nontaxable benefits
    $4,709
    Filer's total
    $748,696

  • Alyson Spaulding

    GENERAL COUNSEL

    Total calculated
    $850,645
    From this org
    $838,665
    From related orgs
    $0
    Other
    $11,980
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $486,300
    Bonus
    $148,200
    Other
    $204,165
    Deferred
    -$5,315
    Nontaxable benefits
    $17,295
    Filer's total
    $850,645

  • Thomas Hull

    SVP, CHIEF INFO OFFICER (AS OF 1/22)

    Total calculated
    $521,699
    From this org
    $508,118
    From related orgs
    $0
    Other
    $13,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,516
    Bonus
    $103,125
    Other
    $29,477
    Deferred
    $5,304
    Nontaxable benefits
    $8,277
    Filer's total
    $521,699

  • Michael Mineo MD

    EVP, CHIEF MED OFFICER (AS OF 7/22)

    Total calculated
    $662,489
    From this org
    $640,616
    From related orgs
    $0
    Other
    $21,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $518,202
    Bonus
    $93,000
    Other
    $29,414
    Deferred
    $4,540
    Nontaxable benefits
    $17,333
    Filer's total
    $662,489

  • Ian Barret As Of 1022

    EVP, CHIEF HUMAN RES OFF

    Total calculated
    $204,888
    From this org
    $203,263
    From related orgs
    $0
    Other
    $1,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $77,543
    Bonus
    $125,000
    Other
    $720
    Deferred
    $692
    Nontaxable benefits
    $933
    Filer's total
    $204,888

  • Matthew Drake

    EVP, CHIEF FIN OFFICER (AS OF 4/22)

    Total calculated
    $675,747
    From this org
    $662,608
    From related orgs
    $0
    Other
    $13,139
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $489,991
    Bonus
    $148,750
    Other
    $23,867
    Deferred
    $5,420
    Nontaxable benefits
    $7,719
    Filer's total
    $675,747

  • Christopher Lane

    PRESIDENT BGMC AND GVI (UNTIL 3/22)

    Total calculated
    $259,081
    From this org
    $295,020
    From related orgs
    $0
    Other
    -$35,939
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,747
    Bonus
    $143,000
    Other
    $21,273
    Deferred
    -$36,442
    Nontaxable benefits
    $503
    Filer's total
    $259,081

  • Allegra Jaros

    PRESIDENT WCHOB

    Total calculated
    $599,253
    From this org
    $625,737
    From related orgs
    $0
    Other
    -$26,484
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $481,877
    Bonus
    $117,500
    Other
    $26,360
    Deferred
    -$43,768
    Nontaxable benefits
    $17,284
    Filer's total
    $599,253

  • Michael Hughes

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $632,807
    From this org
    $659,493
    From related orgs
    $0
    Other
    -$26,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $413,812
    Bonus
    $103,750
    Other
    $141,931
    Deferred
    -$27,549
    Nontaxable benefits
    $863
    Filer's total
    $632,807

  • Judy Baumgartner

    PRESIDENT MFS AND DEGRAFF

    Total calculated
    $600,344
    From this org
    $594,391
    From related orgs
    $0
    Other
    $5,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $456,923
    Bonus
    $110,000
    Other
    $27,468
    Deferred
    $5,638
    Nontaxable benefits
    $315
    Filer's total
    $600,344

  • Stephen Hardy

    VP FINANCE

    Total calculated
    $391,273
    From this org
    $366,909
    From related orgs
    $0
    Other
    $24,364
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,842
    Bonus
    $61,200
    Other
    $3,867
    Deferred
    $7,013
    Nontaxable benefits
    $17,351
    Filer's total
    $391,273

  • Beth Hughes

    PRESIDENT BGMC AND GVI (AS OF 10/22)

    Total calculated
    $248,716
    From this org
    $244,372
    From related orgs
    $0
    Other
    $4,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,266
    Bonus
    $35,000
    Other
    $1,106
    Deferred
    $2,669
    Nontaxable benefits
    $1,675
    Filer's total
    $248,716

  • Christopher Mallavarapu MD

    EMPLOYED PHYSICIAN

    Total calculated
    $866,569
    From this org
    $834,888
    From related orgs
    $0
    Other
    $31,681
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $830,413
    Bonus
    $0
    Other
    $4,475
    Deferred
    $14,227
    Nontaxable benefits
    $17,454
    Filer's total
    $866,569

  • Kaveh Vali MD

    EMPLOYED PHYSICIAN

    Total calculated
    $765,749
    From this org
    $781,370
    From related orgs
    $0
    Other
    -$15,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $755,755
    Bonus
    $25,000
    Other
    $615
    Deferred
    -$16,680
    Nontaxable benefits
    $1,059
    Filer's total
    $765,749

  • Carroll Harmon MD

    EMPLOYED PHYSICIAN

    Total calculated
    $722,296
    From this org
    $714,793
    From related orgs
    $0
    Other
    $7,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $681,475
    Bonus
    $25,000
    Other
    $8,318
    Deferred
    $6,389
    Nontaxable benefits
    $1,114
    Filer's total
    $722,296

  • Lucy Campbell MD

    EMPLOYED PHYSICIAN

    Total calculated
    $489,690
    From this org
    $500,226
    From related orgs
    $0
    Other
    -$10,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $495,883
    Bonus
    $0
    Other
    $4,343
    Deferred
    -$27,621
    Nontaxable benefits
    $17,085
    Filer's total
    $489,690

  • Victor Filadora II

    PRESIDENT GREAT LAKES CANCER CARE

    Total calculated
    $685,539
    From this org
    $678,876
    From related orgs
    $0
    Other
    $6,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $522,732
    Bonus
    $130,683
    Other
    $25,461
    Deferred
    $5,658
    Nontaxable benefits
    $1,005
    Filer's total
    $685,539

  • Jody Lomeo

    FMR PRES/CEO

    Total calculated
    $1,247,226
    From this org
    $1,258,511
    From related orgs
    $0
    Other
    -$11,285
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,258,511
    Deferred
    -$11,600
    Nontaxable benefits
    $315
    Filer's total
    $1,247,226

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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 1A
HEALTH OR SOCIAL CLUB DUES AS PART OF THEIR COMPENSATION PACKAGE, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE ENTITLED TO CHOOSE AS AN EXECUTIVE PERK THE BENEFIT OF BUSINESS RELATED SOCIAL DUES OR INITIATION FEES.
PART I, LINE 4A
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). - JODY LOMEO - $1,258,511 - ROBERT NESSELBUSH - $498,519
PART I, LINE 7
CERTAIN INDIVIDUALS QUALIFIED TO RECEIVE BONUS/INCENTIVE COMPENSATION PAYMENTS BASED ON CERTAIN PERFORMANCE METRICS BEING MET. THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN(B)(II).

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.

  • KALEIDA MCO LLC

    DORMANT · NY · income $0 · assets $0

    Directly controlled by KH

  • KALEIDA IPA LLC

    DORMANT · NY · income $0 · assets $0

    Directly controlled by KH

  • KALEIDA WNYI LLC

    HEALTH CARE · NY · income $1,505,208 · assets $616,339

    Directly controlled by KH

  • KALEIDA SERVICES LLC

    ADULT DAYCARE · NY · income -$82,006 · assets $167,622

    Directly controlled by KH

  • MFSC LLC

    HEALTH CARE · NY · income $103,702 · assets $3,662,960

    Directly controlled by KH

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • HARLEM ROAD LEASING LLC

    UNRELATED · EQUIPMENT LEASING · NY · 50% owned · share of income $18,512 · share of assets $239,741 · general or managing partner

    Directly controlled by KALEIDA HEALTH

  • AMTON IMAGING LLC

    RELATED · HEALTH CARE · NY · 50% owned · share of income $950,014 · share of assets -$2,814,069 · general or managing partner

    Directly controlled by KALEIDA WNYI

  • SITE E LLC

    EXCLUDED · REAL ESTATE MGMT · NY · 50.15% owned · share of income $90,945 · share of assets $1,687,488

    Directly controlled by KPI

  • SOUTHTOWNS IMAGING LLC

    UNRELATED · EQUIPMENT LEASING · NY · 70% owned · share of income $416,126 · share of assets $3,243,639 · general or managing partner

    Directly controlled by KALEIDA WNYI

  • COLLABORATIVE CARE VENTURES LLC

    EXCLUDED · HEALTH CARE · NY · 60% owned · share of income -$2,356 · share of assets -$221,538

    Directly controlled by KALEIDA HEALTH

  • GREAT LAKES MEDICAL BILLING SVCS LLC

    UNRELATED · MEDICAL BILLING · NY · 50% owned · share of income $139,068 · share of assets $186,769

    Directly controlled by KALEIDA WNYI

  • ALTUS MANAGEMENT LLC

    EXCLUDED · GROUP PURCHASING · NY · 59.19% owned · share of income $180,271 · share of assets $3,116,017

    Directly controlled by KALEIDA HEALTH

  • SOUTHTOWNS SURGERY CENTER LLC

    EXCLUDED · HEALTH CARE · NY · 63.17% owned · share of income $660,631 · share of assets $2,777,227 · general or managing partner

    Directly controlled by KALEIDA HEALTH

Related corporations and trusts

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

  • KALEIDA PROPERTIES INC

    C · PROP MGMT SVCS · NY · 100% owned · share of income -$685,923 · share of assets $4,758,503 · controlled entity

    Directly controlled by KALEIDA HEALTH

  • WESTLINK CORPORATION

    C · MED & DIAGN SVCS · NY · 100% owned · share of income -$25 · controlled entity

    Directly controlled by KALEIDA HEALTH

  • GREAT LAKES INTEGRATED NETWORK INC

    C · HEALTH CARE · NY · 50% owned · share of income -$9,717,972 · share of assets $536,563

    Directly controlled by KALEIDA HEALTH

  • KHBC INC

    C · HEALTH CARE · NY · 50% owned · share of income -$597,430 · share of assets $14,185,889

    Directly controlled by KALEIDA HEALTH

  • OLEAN MEDICAL PRACTICE PLLC

    C · HEALTH CARE · NY · 100% owned · share of income -$3,149,276 · share of assets $1,967,941 · controlled entity

    Directly controlled by KALEIDA HEALTH

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349305969

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