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Nonprofiteer
← KALEIDA HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by KALEIDA HEALTH FOUNDATION.

Totals

Total revenue
$4,426,025
Total expenses
$8,775,976
Contributions and grants received
$2,175,017
Grants paid
$6,717,137
Program service revenue
$0
Investment income
$1,979,664
Other revenue
$271,344
Total assets, end of year
$44,474,725
Total liabilities, end of year
$16,615,145
Net assets or fund balances, end of year
$27,859,580
Program services expenses (Part IX)
$7,484,243
Management and general expenses
$1,291,733
Fundraising expenses
$0
Program service expenses (Part III)
$7,484,243

Program services were 85.3% 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.

  • 1c · Fundraising events

    $40,820

  • 1f · All other contributions, gifts and grants

    $2,134,197

  • 1g · Noncash contributions included above

    $17,610

  • 3 · Investment income

    total $1,566,328 · excluded $1,566,328

  • 7a · Gross sales of assets other than inventory

    securities $413,336

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

    securities $0

  • 7c · Gain or loss

    securities $413,336

  • 7d · Net gain or loss

    total $413,336 · excluded $413,336

  • 8a · Fundraising events: gross income

    $439,467

  • 8a · Fundraising events: contributions included on line 1c

    $40,820

  • 8b · Fundraising events: direct expenses

    $168,123

  • 8c · Net income from fundraising events

    total $271,344 · excluded $271,344

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,717,137 · program services $6,717,137

  • 5 · Compensation of officers, directors and key employees

    total $329,733 · program services $197,840 · management and general $131,893

  • 7 · Other salaries and wages

    total $611,668 · program services $367,001 · management and general $244,667

  • 9 · Other employee benefits

    total $274,960 · program services $164,976 · management and general $109,984

  • 10 · Payroll taxes

    total $62,148 · program services $37,289 · management and general $24,859

  • 11c · Fees: accounting

    total $66,583 · management and general $66,583

  • 13 · Office expenses

    total $70,064 · management and general $70,064

  • 16 · Occupancy

    total $102,764 · management and general $102,764

  • 17 · Travel

    total $120,004 · management and general $120,004

  • 22 · Depreciation, depletion and amortization

    total $21,306 · management and general $21,306

  • 24a · Other expenses: ALL OTHER EXPENSES

    total $314,517 · management and general $314,517

  • 24b · Other expenses: OTHER PURCHASED SERVICE

    total $39,831 · management and general $39,831

  • 24c · Other expenses: PRINTING PUBLICATIONS

    total $29,105 · management and general $29,105

  • 24d · Other expenses: OTHER BANK FEES

    total $16,156 · management and general $16,156

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,596,762 · end of year $1,016,945

  • 2 · Savings and temporary cash investments

    beginning of year $2,358,058 · end of year $1,376,563

  • 3 · Pledges and grants receivable

    beginning of year $992,163 · end of year $1,643,479

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,725 · end of year $639,443

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

    $75,492

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

    $46,524

  • 10c · Land, buildings and equipment, net

    beginning of year $46,075 · end of year $28,968

  • 11 · Investments: publicly traded securities

    beginning of year $16,059,610 · end of year $13,779,264

  • 12 · Investments: other securities

    beginning of year $30,183,446 · end of year $25,590,063

  • 15 · Other assets

    beginning of year $392,835 · end of year $400,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $360,350 · end of year $334,187

  • 25 · Other liabilities

    beginning of year $11,728,707 · end of year $16,280,958

  • 27 · Net assets without donor restrictions

    beginning of year $5,011,889 · end of year $2,439,564

  • 28 · Net assets with donor restrictions

    beginning of year $34,534,728 · end of year $25,420,016

Mission and programs · 2022

Mission

TO SOLICIT, MAINTAIN, & ENHANCE THE VALUE OF PUBLIC CONTRIBUTIONS TO PROVIDE FINANCIAL SUPPORT TO KALEIDA HEALTH IN THEIR MISSION TO ADVANCE THE HEALTH OF OUR COMMUNITY.

Activities or mission (Part I)

TO SOLICIT, MAINTAIN & ENHANCE THE VALUE OF PUBLIC CONTRIBUTIONS TO PROVIDE FINANCIAL SUPPORT TO KALEIDA HEALTH IN THEIR MISSION TO ADVANCE THE HEALTH OF THE COMMUNITY.

  • SEE SCHEDULE OTHE ORGANIZATION IS A NOT-FOR-PROFIT CHARITABLE FOUNDATION SUPPORTING THE FOLLOWING DIVISIONS UNDER KALEIDA HEALTH, A RELATED TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM: BUFFALO GENERAL MEDICAL CENTER DEGRAFF MEMORIAL HOSPITAL MILLARD FILLMORE SUBURBAN HOSPITAL GATES VASCULAR INSTITUTE HIGHPOINTE ON MICHIGAN THE ORGANIZATION ALSO SUPPORTS THE VISITING NURSES ASSOCIATION OF WNY, AN AFFILIATE HOME HEALTH CARE AGENCY.WITH SUPPORT FROM ITS' BOARD OF DIRECTORS AND THE MANY VOLUNTEERS, THE ORGANIZATION RAISES GIFTS IN THE FORM OF CASH, STOCKS, ESTATE GIFTS, CORPORATE GIFTS AND GRANTS FROM PRIVATE FOUNDATIONS.BY FOSTERING CHARITABLE RELATIONSHIPS AND INCREASING PHILANTHROPY, THE ORGANIZATION SUPPORTS KALEIDA HEALTH IN ITS' MISSION TO ADVANCE THE HEALTH OF OUR COMMUNITY EVERY DAY THROUGH EXCEPTIONAL CARE, EDUCATION AND RESEARCH.THE PRIMARY PROGRAMS AND ACTIVITIES OF THE ORGANIZATION INCLUDE:1. KALEIDA BALL - AN ANNUAL DINNER THAT IS A PREMIER FUNDRAISER FOR KALEIDA HEALTH AND ITS AFFILIATES. THE FOUNDATION SOLICITS PATRONS AND ATTENDEES IN ADVANCE OF THE EVENT AS WELL AS CONDUCT OVERALL ACTIVITIES DURING THE EVENT INCLUDING DINNER AND ENTERTAINMENT. THE HIGHLIGHT OF THE EVENING INCLUDES THE PRESENTATION OF THE SPIRIT AWARD WHICH RECOGNIZES LOCAL INDIVIDUALS FOR THEIR SIGNIFICANT AND SPIRITED SUPPORT OF KALEIDA HEALTH AND FOR THEIR DEDICATION TO IMPROVE THE HEALTH OF THE WESTERN NEW YORK COMMUNITY. THE 2022 EVENT WAS CANCELLED DUE TO COVID BUT WAS HELD IN EARLY 2023. FUNDRAISING FOR THIS EVENT TOOK PLACE IN THE LATTER HALF OF 2022 WITH PROCEEDS BENEFITTING THE GATES VASCULAR INSTITUTE.2. KALEIDA CLASSIC - AN ANNUAL GOLF TOURNAMENT TO RAISE FUNDS TO SUPPORT THE FOUNDATION AND KALEIDA HEALTH. THE FOUNDATION SOLICITS PATRONS AND PARTICIPANTS IN ADVANCE OF THE TOURNAMENT AS WELL AS CONDUCT OVERALL ACTIVITIES DURING THE EVENT. THE 2022 EVENT WAS HELD ON JULY 11TH AT WANAKAH COUNTRY CLUB AND PROCEEDS TO BENEFIT THE GREAT LAKES CANCER CARE COLLABORATIVE. THE EVENT RAISED A NET INCOME OF $184,786 FOR GLCCC.3. TEE OFF FOR TOTS GOLF TOURNAMENT - AN ANNUAL GOLF TOURNAMENT TO RAISE FUNDS TO SUPPORT THE CHILDREN WHO LIVE AT THE HIGHPOINTE ON MICHIGAN PEDIATRIC PAVILION. THE FOUNDATION SOLICITS PATRONS AND PARTICIPANTS IN ADVANCE OF THE TOURNAMENT AS WELL AS CONDUCT OVERALL ACTIVITIES DURING THE EVENT. TENNIS FOR TOTS WAS INCLUDED FOR A SECOND YEAR TO INCLUDE SPOUSES, PARTNERS AND FRIENDS WHO DON'T GOLF BUT WOULD LIKE A FUN WAY TO BE INVOLVED. THEY ALSO HAVE A RAFFLE TO WIN A $4,000 VISA GIFT CARD TO RAISE ADDITIONAL FUNDS. IN SEPTEMBER 2022, THE 28TH YEAR, ON SEPTEMBER 12TH, THEY WERE AT THE NIAGARA FALLS COUNTRY CLUB, THE EVENT RAISED A NET OF $38,869 TO HELP THE RENOVATION EFFORTS OF THE SOFT PLAYROOM.4. MEAT RAFFLE BENEFITTING HIGHPOINTE - THE PURPOSE OF THIS EVENT IS TO HELP RAISE MONEY FOR THE PEDIATRIC PAVILION AT HIGHPOINTE ON MICHIGAN. THESE FUNDS HELPED TO BENEFIT CHILDREN WHO ARE DEPENDENT ON MEDICAL AND TECHNOLOGICAL ADVANCES IN THE AREA. AS THE ONLY LONG-TERM CARE FACILITY FOR CHILDREN IN WNY, THESE FUNDS FROM THIS EVENT HELP ALLOW FAMILIES TO STAY CLOSE TO THEIR CHILDREN THAT NEED THE EXTRA CARE. THIS EVENT WAS HELD ON APRIL 1ST, AND RAISED A NET OF $47,689.A SIGNIFICANT PORTION OF THE OPERATING ACTIVITY REFLECTED BY THE ORGANIZATION OCCURS WITHIN THE SPECIAL PURPOSE FUNDS. IN MANY CASES THE USE OF THESE FUNDS IS EITHER PERMANENTLY OR TEMPORARILY RESTRICTED BY THE DONOR. SEE SCHEDULE D, PART V FOR FURTHER DETAIL REGARDING THESE FUNDS.

    Expenses $7,484,243 · Grants $6,717,137

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

Listed in Part VII

  • Carol Horton

    VICE PRESIDENT

    Total calculated
    $350,108
    From this org
    $329,733
    From related orgs
    $0
    Other
    $20,375
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,632
    Bonus
    $54,672
    Other
    $3,429
    Deferred
    $12,826
    Nontaxable benefits
    $7,549
    Filer's total
    $350,108

  • Robert J Beck

    CHAIR (THRU MARCH 2022)

    Total calculated
    $0
    Hours/week
    1

  • Timothy Vaeth

    CHAIR (AS OF MARCH 2022)

    Total calculated
    $0
    Hours/week
    1

  • Mark P Collard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian J Connolly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sean Keenan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael P McMahon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ja'Nay Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia H Mertz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Philip Pantano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Reilly

    DIRECTOR (THRU MARCH 2022)

    Total calculated
    $0
    Hours/week
    1

  • James Rooney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christine Sabuda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Walter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Tanbakuchi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Brown

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Mark Rosenthal

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Callie Johnson

    DIRECTOR (THRU MAY 2022)

    Total calculated
    $0
    Hours/week
    1

  • Nicole Tzetzo

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stephen Mercurio

    DIRECTOR (THRU OCTOBER 2022)

    Total calculated
    $0
    Hours/week
    1

  • Rachel Cappellino

    DIRECTOR (AS OF MARCH 2022)

    Total calculated
    $0
    Hours/week
    1

  • Joe Manzella

    DIRECTOR (AS OF SEPTEMBER 2022)

    Total calculated
    $0
    Hours/week
    1

  • Christopher Jordan

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $176,592
    From this org
    $160,050
    From related orgs
    $0
    Other
    $16,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,513
    Bonus
    $11,426
    Other
    $111
    Deferred
    $0
    Nontaxable benefits
    $16,542
    Filer's total
    $176,592

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
CAROL HORTON, AS THE VICE PRESIDENT OF THE KALEIDA HEALTH FOUNDATION, HAS A MEMBERSHIP AT THE BUFFALO CLUB, THE DUES OF WHICH ARE PAID BY THE FOUNDATION. THE USE OF THE CLUB IS LIMITED TO BUSINESS PURPOSES OF THE FOUNDATION, THEREFORE THERE IS NO PERSONAL USE INCLUDED IN HER COMPENSATION.
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.

Related partnerships

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

  • HARLEM ROAD LEASING LLC

    EQUIPMENT LEASING · NY

  • AMTON IMAGING LLC

    HEALTH CARE · NY

  • SITE E LLC

    REAL ESTATE MGMT · NY

  • SOUTHTOWNS IMAGING LLC

    EQUIPMENT LEASING · NY

  • COLLABORATIVE CARE VENTURES LLC

    HEALTH CARE · NY

  • GREAT LAKES MED BILLING SERVICES LLC

    MEDICAL BILLING · NY

  • ALTUS MANAGEMENT LLC

    GROUP PURCH ORG · NY

  • SOUTHTOWNS SURGERY CENTER LLC

    HEALTH CARE · NY

Related corporations and trusts

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

  • KALEIDA PROPERTIES INC

    C · PROP MGMT SERV · NY

  • WESTLINK CORPORATION

    C · MED & DIAG SE · NY

  • KHBC INC

    C · HEALTH CARE · NY

  • GREAT LAKES INTEGRATED NETWORK INC

    C · HEALTH CARE · NY

  • OLEAN MEDICAL PRACTICE PLLC

    C · HEALTH CARE · NY

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349306794

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