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Nonprofiteer
← HEALTH QUEST HOME CARE INC -CERTIFIED-

Form 990 for tax year 2024

Filed by HEALTH QUEST HOME CARE INC -CERTIFIED-.

Totals

Total revenue
$10,347,411
Total expenses
$13,518,814
Contributions and grants received
$1,680
Grants paid
$0
Program service revenue
$10,272,344
Investment income
$66,522
Other revenue
$6,865
Total assets, end of year
$5,491,143
Total liabilities, end of year
$25,506,567
Net assets or fund balances, end of year
-$20,015,424
Program services expenses (Part IX)
$11,392,350
Management and general expenses
$2,126,464
Fundraising expenses
$0
Program service expenses (Part III)
$11,392,350

Program services were 84.3% 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.

  • 1d · Related organizations

    $1,680

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

    total $10,272,344 · related or exempt $10,272,344

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $66,522 · excluded $66,522

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: MEDICAL RECORDS

    total $5,120 · related or exempt $5,120

  • 11b · Other revenue: EMPLOYEE RETENTION CREDIT

    total $1,238 · related or exempt $1,238

  • 11c · Other revenue: PURCHASE DISCOUNT

    total $507 · related or exempt $507

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $6,865

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $242,151 · program services $203,215 · management and general $38,936

  • 7 · Other salaries and wages

    total $8,690,370 · program services $7,293,013 · management and general $1,397,357

  • 8 · Pension plan contributions

    total $347,197 · program services $291,370 · management and general $55,827

  • 9 · Other employee benefits

    total $1,819,579 · program services $1,527,002 · management and general $292,577

  • 10 · Payroll taxes

    total $607,405 · program services $509,738 · management and general $97,667

  • 11a · Fees: management

    total $0 · management and general $0

  • 11b · Fees: legal

    total $6,329 · management and general $6,329

  • 11c · Fees: accounting

    total $4,951 · management and general $4,951

  • 11d · Fees: lobbying

    total $0 · management and general $0

  • 11g · Fees: other

    total $250,146 · program services $209,924 · management and general $40,222 · fundraising $0

  • 12 · Advertising and promotion

    total $13,133 · program services $11,021 · management and general $2,112

  • 13 · Office expenses

    total $147,757 · program services $123,999 · management and general $23,758

  • 14 · Information technology

    total $253,979 · program services $213,141 · management and general $40,838

  • 16 · Occupancy

    total $268,873 · program services $225,640 · management and general $43,233

  • 17 · Travel

    total $283,637 · program services $238,030 · management and general $45,607

  • 19 · Conferences, conventions and meetings

    total $25 · program services $21 · management and general $4

  • 22 · Depreciation, depletion and amortization

    total $147,541 · program services $123,817 · management and general $23,724

  • 23 · Insurance

    total $8,289 · management and general $8,289

  • 24a · Other expenses: CLINICAL CODING

    total $247,347 · program services $247,347

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $148,808 · program services $148,808

  • 24c · Other expenses: DUES AND LICENSES

    total $30,855 · program services $25,894 · management and general $4,961

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $442 · program services $370 · management and general $72

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,000,843 · end of year $3,263,532

  • 4 · Accounts receivable

    beginning of year $1,361,797 · end of year $1,698,175

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $127,206 · end of year $119,759

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

    $245,036

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

    $20,329

  • 10c · Land, buildings and equipment, net

    beginning of year $196,200 · end of year $224,707

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $851,067

  • 15 · Other assets

    beginning of year $81,282 · end of year $184,970

  • 17 · Accounts payable and accrued expenses

    beginning of year $774,856 · end of year $959,632

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $18,152,196 · end of year $24,546,935

  • 27 · Net assets without donor restrictions

    beginning of year -$15,308,657 · end of year -$20,015,424

Mission and programs · 2024

Mission

IMPROVE THE HEALTH OF EVERY PERSON IN OUR COMMUNITY THROUGH THE EFFICIENT DELIVERY OF EXCELLENT, INNOVATIVE AND COMPASSIONATE CARE.

  • PROVIDING QUALITY MEDICARE CERTIFIED HOME HEALTH CARE VISITS TO PATIENTS IN DUTCHESS COUNTY AND ULSTER COUNTY, NY.

    Expenses $11,392,350 · Revenue $10,279,209

As filed on the 2024 return.

Listed in Part VII

  • Alexander Delucia

    CHAIR (TO 04/25)

    Total calculated
    $0
    Hours/week
    3

  • Greg Williams

    VICE CHAIR (TO 04/25)

    Total calculated
    $0
    Hours/week
    2

  • John M Murphy MD

    NUVANCE PRESIDENT & CEO; DIRECTOR (FROM 05/25)

    Total calculated
    $5,305,723
    From this org
    $0
    From related orgs
    $5,258,348
    Other
    $47,375
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,667,301 related
    Bonus
    $0 + $3,140,334 related
    Other
    $0 + $450,713 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $26,675 related
    Filer's total
    $0 + $5,305,723 related

  • Mark Gudis

    VICE CHAIR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Mary Griffin

    SECRETARY; DIRECTOR (TO 04/25)

    Total calculated
    $0
    Hours/week
    2

  • Michael Dowling

    PRESIDENT/CEO OF NORTHWELL; DIRECTOR (FROM 05/25)

    Total calculated
    $5,943,362
    From this org
    $0
    From related orgs
    $5,867,706
    Other
    $75,656
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $4,647,647 related
    Bonus
    $0 + $1,158,500 related
    Other
    $0 + $61,559 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $37,706 related
    Filer's total
    $0 + $5,943,362 related

  • Steven V Lant

    CHAIR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 3 related

  • Anne Roby

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 3 related

  • Donald Jones

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Ervin R Shames

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Fabricio S Nunes

    DIRECTOR (TO 04/25)

    Total calculated
    $0
    Hours/week
    2

  • Francoise Dunefsky

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Gregory W Rakow

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Howard Gold

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Joseph Divestea

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Kathleen Gallo

    FORMER NORTHWELL EVP & CHIEF LEARNING OFFICER (TO 01/24); DIRECTOR (FROM 05/25)

    Total calculated
    $1,520,033
    From this org
    $0
    From related orgs
    $1,478,664
    Other
    $41,369
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $34,721 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $1,393,943 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $3,419 related
    Filer's total
    $0 + $1,520,033 related

  • Laura Garza

    DIRECTOR (TO 04/25)

    Total calculated
    $0
    Hours/week
    2

  • Lisa A Esneault

    DIRECTOR (TO 04/25)

    Total calculated
    $0
    Hours/week
    0 + 2.5 related

  • Margaret Crotty

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Mark Solazzo

    NORTHWELL PRES. STRATEGIC INITIATIVES & COO; DIRECTOR (FROM 05/25)

    Total calculated
    $3,816,311
    From this org
    $0
    From related orgs
    $3,747,876
    Other
    $68,435
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,951,467 related
    Bonus
    $0 + $744,750 related
    Other
    $0 + $51,659 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $30,485 related
    Filer's total
    $0 + $3,816,311 related

  • Michael Feldman

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Michael J Nesheiwat MD

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Michael Malone

    DIRECTOR (TO 04/25)

    Total calculated
    $0
    Hours/week
    2

  • Ramon Soto

    NORTHWELL SVP & CHIEF MARKETING & COMM OFFICER; DIRECTOR (FROM 05/25)

    Total calculated
    $1,366,237
    From this org
    $0
    From related orgs
    $1,312,673
    Other
    $53,564
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $971,654 related
    Bonus
    $0 + $317,782 related
    Other
    $0 + $23,237 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $15,614 related
    Filer's total
    $0 + $1,366,237 related

  • Richard G Jabara

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Robert R Dyson

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • S Javed Shahid MD

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 3 related

  • Salvatore Calta Jr

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Thomas Dubin

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Timothy Dean

    DIRECTOR (FROM 05/25)

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Alyson Blanck

    VP OF HOME CARE OPERATIONS

    Total calculated
    $437,089
    From this org
    $0
    From related orgs
    $383,011
    Other
    $54,078
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,842 related
    Bonus
    $0 + $85,000 related
    Other
    $0 + $12,169 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $33,378 related
    Filer's total
    $0 + $437,089 related

  • Brian Wyatt

    CHIEF LEGAL OFFICER; SECRETARY

    Total calculated
    $1,279,777
    From this org
    $0
    From related orgs
    $1,140,456
    Other
    $139,321
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,522 related
    Bonus
    $0 + $603,332 related
    Other
    $0 + $3,602 related
    Deferred
    $0 + $91,200 related
    Nontaxable benefits
    $0 + $48,121 related
    Filer's total
    $0 + $1,279,777 related

  • Daniel Debarba

    CHIEF FINANCIAL OFFICER; TREASURER

    Total calculated
    $2,336,530
    From this org
    $0
    From related orgs
    $2,147,602
    Other
    $188,928
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $840,166 related
    Bonus
    $0 + $1,231,547 related
    Other
    $0 + $75,889 related
    Deferred
    $0 + $159,180 related
    Nontaxable benefits
    $0 + $29,748 related
    Filer's total
    $0 + $2,336,530 related

  • Laurence Kraemer

    NORTHWELL EVP, GENERAL COUNSEL & CLO & ASSISTANT SECRETARY (FROM 05/25)

    Total calculated
    $1,677,461
    From this org
    $0
    From related orgs
    $1,607,684
    Other
    $69,777
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,188,209 related
    Bonus
    $0 + $372,900 related
    Other
    $0 + $46,575 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $31,827 related
    Filer's total
    $0 + $1,677,461 related

  • Michele Cusack

    NORTHWELL EVP & CFO & ASSISTANT TREASURER (FROM 05/25)

    Total calculated
    $1,990,193
    From this org
    $0
    From related orgs
    $1,904,871
    Other
    $85,322
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,422,922 related
    Bonus
    $0 + $397,550 related
    Other
    $0 + $84,399 related
    Deferred
    $0 + $37,950 related
    Nontaxable benefits
    $0 + $47,372 related
    Filer's total
    $0 + $1,990,193 related

  • Donna Fisher

    HQ HOME CARE ADMINISTRATOR

    Total calculated
    $232,725
    From this org
    $199,489
    From related orgs
    $0
    Other
    $33,236
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $197,344
    Bonus
    $0
    Other
    $2,145
    Deferred
    $12,149
    Nontaxable benefits
    $21,087
    Filer's total
    $232,725

  • Amy Hess

    MANAGER THERAPY SERVICES

    Total calculated
    $156,851
    From this org
    $147,683
    From related orgs
    $0
    Other
    $9,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,831
    Bonus
    $0
    Other
    $2,852
    Deferred
    $8,817
    Nontaxable benefits
    $351
    Filer's total
    $156,851

  • Beth A Miller

    RN CASE MANAGER

    Total calculated
    $161,038
    From this org
    $149,634
    From related orgs
    $0
    Other
    $11,404
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,222
    Bonus
    $12,500
    Other
    $912
    Deferred
    $9,044
    Nontaxable benefits
    $2,360
    Filer's total
    $161,038

  • Huda T Scheidelman

    RN CASE MANAGER- HOME HEALTH

    Total calculated
    $205,918
    From this org
    $159,520
    From related orgs
    $0
    Other
    $46,398
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,391
    Bonus
    $0
    Other
    $1,129
    Deferred
    $9,861
    Nontaxable benefits
    $36,537
    Filer's total
    $205,918

  • Lori Danalis

    PHYSICAL THERAPIST

    Total calculated
    $169,659
    From this org
    $137,275
    From related orgs
    $0
    Other
    $32,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,943
    Bonus
    $0
    Other
    $3,332
    Deferred
    $8,637
    Nontaxable benefits
    $23,747
    Filer's total
    $169,659

  • Maryellen Monteiro

    PHYSICAL THERAPIST

    Total calculated
    $179,298
    From this org
    $168,843
    From related orgs
    $0
    Other
    $10,455
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,664
    Bonus
    $25,000
    Other
    $1,179
    Deferred
    $10,105
    Nontaxable benefits
    $350
    Filer's total
    $179,298

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 · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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)

SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS
FOR THE FOLLOWING BENEFITS REPORTED IN PART VII INCLUDES GROSS-UP PAYMENTS FOR A TAXABLE TRAVEL STIPEND AND/OR EMPLOYEE RECOGNITION PROGRAM AWARD: 1 KEY EMPLOYEE 5 HIGHEST-COMPENSATED EMPLOYEES
SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
HEALTH QUEST HOME CARE (CERTIFIED) RELIED ON NUVANCE HEALTH, A RELATED TAX EXEMPT ORGANIZATION, TO APPROVE AND DETERMINE COMPENSATION FOR THE CEO AND TOP MANAGEMENT, WHICH USED A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO GATHER COMPARABLE DATA ON OTHER KEY EMPLOYEES.
SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
DURING THE YEAR ENDING DECEMBER 31, 2024, KATHLEEN GALLO RECEIVED $1,200,000 IN SEVERANCE PAYMENTS SUBSEQUENT TO HER TERMINATION DATE OF 1/1/2024. PART VII OF THE CURRENT YEAR'S TAX RETURN REFLECTS THIS AMOUNT.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
EFFECTIVE OCTOBER 1, 2020, NUVANCE HEALTH ESTABLISHED AN EXECUTIVE RETIREMENT PLAN IN ORDER TO PROVIDE NONQUALIFIED DEFINED CONTRIBUTION RETIREMENT BENEFITS TO DESIGNATED KEY MEMBERS OF ITS EXECUTIVE MANAGEMENT TEAM, SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 OR TIER 2 EXECUTIVE POSITIONS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN CALENDAR YEAR 2024, THE FOLLOWING AMOUNTS EARNED BY THE PARTICIPANTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION: DANIEL DEBARBA - $138,480 BRIAN WYATT - $70,500 FOR CALENDAR YEAR 2024, THE FOLLOWING AMOUNTS EARNED AND PAID TO THE PARTICIPANTS WERE REPORTED ON SCHEDULE J, PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION: JOHN M. MURPHY, MD - $319,876 DANIEL DEBARBA - $32,749
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS
NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN (ALIP)(EXCERPTS FROM) THE PURPOSE OF THE NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO ENGAGE AND MOTIVATE THE ORGANIZATION'S LEADERS TO FURTHER THE CHARITABLE MISSION OF NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES, BY PROMOTING EFFECTIVE MANAGEMENT OF OPERATIONS, DELIVERY OF HIGH-QUALITY CARE AND SERVICE, AND RESPONSIBLE USE OF RESOURCES TO MEET COMMUNITY NEEDS. THE PLAN IS INTENDED TO ASSIST NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES TO ATTRACT AND RETAIN LEADERSHIP WITH THE TALENT AND EXPERIENCE NEEDED TO BE SUCCESSFUL BY PROVIDING MEANINGFUL INCENTIVES AND REWARDS FOR OUTSTANDING PERFORMANCE. INDIVIDUALS MUST BE AN ELIGIBLE EMPLOYEE TO BE CONSIDERED AS A PARTICIPANT IN THIS PLAN. AN ELIGIBLE EMPLOYEE IS AN INDIVIDUAL EMPLOYED BY NUVANCE HEALTH AND HOLDS A POSITION ASSIGNED TO ONE OF THE FOLLOWING TIERS, AS OF APRIL 30TH OF THE PLAN YEAR; - TIER I, PRESIDENT, CEO, SENIOR EXECUTIVE - TIER II, EXECUTIVE - TIER II, PHYSICIAN EXECUTIVES (B) - TIER III, SENIOR LEADER (A) - TIER III, SENIOR LEADER (B) - TIER IV, LEADER (A) ORGANIZATIONAL GOALS ARE GENERALLY BASED ON THE FOLLOWING CATEGORIES AND ARE WEIGHTED THROUGH A SPLIT BETWEEN ORGANIZATIONAL AND INDIVIDUAL: - QUALITY AND SERVICE - PEOPLE AND CULTURE - PATIENT EXPERIENCE - FINANCIAL STRENGTH EACH PLAN YEAR, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD ("THE COMMITTEE"), IN ITS SOLE DISCRETION AND UNLESS OTHERWISE APPROPRIATELY DELEGATED, SELECTS PARTICIPANTS FROM A LIST OF ELIGIBLE EMPLOYEES NOMINATED BY THE CEO. THE CEO, EX OFFICIO, IS AN ELIGIBLE EMPLOYEE FOR PURPOSES OF SELECTION TO PARTICIPATE IN THE PLAN. EACH PLAN YEAR, THE COMMITTEE, BASED ON INPUT FROM THE CEO, MAY ESTABLISH A THRESHOLD AWARD, A TARGET AWARD AND/OR A MAXIMUM AWARD FOR EACH PARTICIPANT. AWARD OPPORTUNITIES ARE ESTABLISHED BASED ON COMPETITIVE MARKET PRACTICES AND ON NUVANCE HEALTH'S COMPENSATION PHILOSOPHY. AWARD OPPORTUNITIES MAY BE BASED ON ADDITIONAL FACTORS, INCLUDING NUVANCE HEALTH'S FINANCIAL AND OPERATIONAL PERFORMANCE, REFLECTING MARKET PAY PRACTICES AND BENCHMARKING FOR COMPARABLE POSITIONS, AND ANY OTHER FACTORS DEEMED RELEVANT BY THE COMMITTEE. EACH PLAN YEAR, THE COMMITTEE, AND UNLESS OTHERWISE APPROPRIATELY DELEGATED FOR ANY PLAN YEAR, SHALL ESTABLISH PERFORMANCE GOALS TO EVALUATE THE PERFORMANCE OF EACH PARTICIPANT. AFTER COMPLETION OF EACH PLAN YEAR, THE COMMITTEE MAY EVALUATE WHETHER THE PERFORMANCE OF NUVANCE HEALTH AND PARTICIPANT MEETS OR EXCEEDS THE PERFORMANCE GOALS ESTABLISHED FOR THE PLAN YEAR. IF PERFORMANCE WARRANTS, THE COMMITTEE MAY APPROVE A FINAL AWARD AMOUNT FOR EACH PARTICIPANT AND APPROVE ANY ADDITIONAL CONDITION ON PAYMENT OF THE AWARD. NUVANCE HEALTH EXECUTIVE LONG TERM INCENTIVE PLAN (EXCERPTS FROM) ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 AND SELECT TIER II EXECUTIVE POSITIONS SHALL BE ELIGIBLE EMPLOYEES TO PARTICIPATE IN THE PLAN. UNDER THE PLAN, PARTICIPANTS WILL BE ELIGIBLE TO RECEIVE INCENTIVE AWARD PAYMENTS BASED UPON THE ACHIEVEMENT OF SELECTED AND STRATEGICALLY IMPORTANT PERFORMANCE GOALS IDENTIFIED FOR EACH PERFORMANCE PERIOD. THE AWARD OPPORTUNITIES FOR AN ELIGIBLE EMPLOYEE WITH RESPECT TO A PERFORMANCE PERIOD SHALL BE EXPRESSED AS A PERCENTAGE OF HIS OR HER AVERAGE BASE SALARY IN EFFECT DURING THE APPLICABLE PERFORMANCE PERIOD. PRIOR TO THE BEGINNING OF EACH PERFORMANCE PERIOD, THE COMMITTEE MAY ESTABLISH A MINIMUM PERFORMANCE REQUIREMENT FOR NUVANCE HEALTH. NO FINAL AWARDS MAY BE GRANTED TO ANY PARTICIPANT FOR A PERFORMANCE PERIOD IN WHICH MINIMUM PERFORMANCE REQUIRMENTS, IF ANY, WERE NOT MET. THE FINAL AWARD PAYABLE TO EACH PARTICIPANT WILL BE DETERMINED WITHIN 60 DAYS FOLLOWING THE END OF THE PERFORMANCE PERIOD. AWARDS FOR A GIVEN PERFORMANCE PERIOD WILL BE PAID IN A SINGLE LUMP-SUM ON THE PAYMENT DATE PROVIDED HOWEVER, THAT NO PAYMENT WILL BE MADE UNTIL THE RESULTS ARE VERIFIED AND AUDITED.

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

No itemized grants to organizations 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.

  • NEW MILFORD MRI LLC

    N/A · INACTIVE · CT

    Directly controlled by NA

  • NORWALK SURGERY CENTER LLC

    N/A · SURGERY CENTER · CT

    Directly controlled by NA

  • BROOKLYN AMBULATORY SERVICES LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by HEALTHCARE

  • DHCH LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by ENDOSCOPY VENTURES

  • ENDO GROUP LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by VENTURES GCSC

  • ENDOSCOPY CENTER OF LONG ISLAND

    N/A · MEDICAL SVCS · NY

    Directly controlled by NS-LIJ VENTURES

  • FORMATIV HEALTH INTERMEDIATE LLC

    N/A · HOLDING CO · DE

    Directly controlled by FORMATIV HEALTH HOLD

  • FORMATIV HEALTH LLC

    N/A · HOLDING CO · DE

    Directly controlled by TN HEALTH SVCS

  • HOSPITAL CITY LLC

    N/A · INACTIVE · DE

    Directly controlled by NORTHWELL HEALTH

  • LONG ISLAND CENTER FOR DIGESTIVE HEALTH LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by LICDH VENTURES

  • MELVILLE SC LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by MELVILLE ASC

  • NORTH SHORE-LIJ AND YALE NEW HAVEN HEALTH MEDICAL AIR TRANSPORT LLC

    N/A · AIR TRANSPORT · NY

    Directly controlled by NSUH

  • NORTH SHORE-LIJ CONTRACT RESEARCH ORGANIZATION LLC

    N/A · RESEARCH · NY

    Directly controlled by HEALTHCARE

  • NORTHWELL GENOMICS ALLIANCE LLC

    N/A · INACTIVE · DE

    Directly controlled by NWH LABS

  • NORTHWELL HEALTH SLEEP LAB LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by SLEEP HOLDINGS

  • SOUTH SHORE SURGERY CENTER LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by MULTISPECIALTY

  • SRO HEALTH LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by TN HEALTH SVCS

  • START NORTHWELL LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by RESEARCH VENTURES

  • SURGICAL SPECIALTY CENTER OF WESTCHESTER LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by MULTISPECIALTY

  • TRUE NORTH II DC LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by DC HOLDING

  • TRUE NORTH III DC LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by DC HOLDING

  • TRUE NORTH IV DC LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by DC HOLDING

  • TRUE NORTH MEDICAL AT NORTH SUFFOLK PLLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by TN MED GROUP

  • TRUE NORTH REVENUE CYCLE MANAGEMENT SERVICES LLC

    N/A · HOLDING CO · NY

    Directly controlled by NSENT

  • TRUE NORTH URGENT CARE LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by NSLIJ URGENT CARE

  • TRUE NORTH V DC LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by DC HOLDING

  • TRUE NORTH VI DC LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by DC HOLDING

  • TRUVANCE GO-HEALTH URGENT CARE LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by TRUVANCE HOLDINGS

  • TRUVANCE HOLDINGS LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by TRUVANCE VENTURES

  • PORT JEFFERSON ASC LLC

    N/A · MEDICAL SVCS · NY

    Directly controlled by MATHER

Related corporations and trusts

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

  • NUVANCE HEALTH INSURANCE COMPANY LTD

    C CORPORATION · MALPRACTICE · CJ

    Directly controlled by NUVANCE HEALTH

  • SWC CORPORATION

    C CORPORATION · PHARMACY · CT

    Directly controlled by NA

  • TACONIC IPA INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by HEALTH QUEST

  • VASSAR HEALTH QUEST MEDICAL PRACTICE OF CONNECTICUT INC

    C CORPORATION · INACTIVE · CT

    Directly controlled by VASSAR HEALTH CONNECTICUT INC

  • AUTOIMMUNE RESEARCH THERAPEUTICS

    C CORPORATION · INACTIVE · NY

    Directly controlled by FEINSTEIN

  • BLACK HALL ORAL MAXILLOFACIAL SURGERY PC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • CARECONNECT GROUP HOLDING COMPANY INC

    C CORPORATION · HOLDING CO · NY

    Directly controlled by HPLAN HOLDING

  • CARECONNECT INSURANCE AGENCY INC

    C CORPORATION · INSURANCE AGENCY · NY

    Directly controlled by GROUP HOLDING

  • CARECONNECT INSURANCE CO

    C CORPORATION · INSURANCE · NY

    Directly controlled by GROUP HOLDING

  • EVIDENCEPOINT INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NORTHWELL HOLDINGS

  • FEINSTEIN CENTER FOR BIOELECTRONIC MEDICINE INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by FEINSTEIN

  • FORMATIV HEALTH MANAGEMENT INC

    C CORPORATION · HOLDING CO · DE

    Directly controlled by FORMATIV HEALTH INTERME

  • FORMATIV HEALTH NEWCO INC

    C CORPORATION · HOLDING CO · DE

    Directly controlled by FORMATIV HEALTH HOLDCO

  • MEDICAL SERVICES OF MOUNT SINAI PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by NSUH

  • MEDICAL SERVICES OF NEW HYDE PARK PC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • MONTAUK RISK RETENTION GROUP INC

    C CORPORATION · INSURANCE · NY

    Directly controlled by HEALTHCARE

  • NORTH SHORE HEALTH SYSTEM ENTERPRISES INC

    C CORPORATION · HOLDING COMP · NY

    Directly controlled by NORTHWELL HEALTH

  • NORTH SHORE IPA 5 INC

    C CORPORATION · BUSINESS SERVICES · NY

    Directly controlled by HEALTHCARE

  • NORTH SHORE MEDICAL ACCELERATOR PC

    S CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by NSUH

  • NORTH SHORE-LIJ NETWORK INC

    C CORPORATION · SUPPORT SERVICES · NY

    Directly controlled by HEALTHCARE

  • NORTH SHORE-LIJ OPHTHALMOLOGY INSTITUTE INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by HEALTHCARE

  • NORTH SHORE-LIJ URGENT CARE PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by NSUH

  • NORTHWELL DIRECT INC

    C CORPORATION · BUSINESS SERVICES · NY

    Directly controlled by NW HOLDINGS

  • NORTHWELL DIRECT ADMINISTRATIVE SERVICES ORGANIZATION INC

    C CORPORATION · ADMIN · NY

    Directly controlled by NW HOLDINGS

  • NORTHWELL DIRECT MEDICAL OF PENNSYLVANIA PC

    C CORPORATION · BUSINESS SERVICES · NY

    Directly controlled by NSUH

  • NORTHWELL FLEXSTAFF INC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by NSH ENTERPRISE

  • NORTHWELL HEALTH GASTROENTEROLOGY INSTITUTE INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by HEALTHCARE

  • NORTHWELL HEALTH MEDICAL SURGICAL PC

    C CORPORATION · MEDICAL SERVICES · NJ

    Directly controlled by SIUH

  • NORTHWELL HEALTH REGIONAL ALLIANCE INC

    C CORPORATION · SUPPORT SERVICES · NY

    Directly controlled by NA

  • NORTHWELL HOLDINGS INC

    C CORPORATION · BUSINESS SERVICES · NY

    Directly controlled by NSHS ENTERPRISE

  • NORTHWELL STUDIOS INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NW HOLDINGS

  • NURSE HEROES OF NORTHWELL HEALTH FOUNDATION INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by FOUNDATION

  • NWHC HEALTH MANAGEMENT SERVICES INC

    C CORPORATION · HEALTH MGMT · NY

    Directly controlled by NSHS ENTERPRISE

  • PECONIC BAY MEDICAL SERVICES PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by CENTRAL SUFFOLK

  • PECONIC BAY PRIMARY MEDICAL CARE PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by CENTRAL SUFFOLK

  • REGIONAL INSURANCE COMPANY LTD

    C CORPORATION · INSURANCE

    Directly controlled by HEALTHCARE

  • REGIONCARE INC

    C CORPORATION · HOMECARE · NY

    Directly controlled by NSHS ENTERPRISE

  • STATEN ISLAND UNIVERSITY HOSPITAL PERINATOLOGY PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by SIUH

  • TRUE NORTH 3D INC

    C CORPORATION · BUSINESS SERVICES · NY

    Directly controlled by TRUE NORTH HEALTH

  • TRUE NORTH ENTERPRISES INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by HEALTHCARE

  • TRUE NORTH HEALTH PHARMACY INC

    C CORPORATION · PHARMACY · NY

    Directly controlled by NSHS ENTERPRISE

  • TRUE NORTH HEALTH INC

    C CORPORATION · MEDICAL SERVICES · DE

    Directly controlled by NORTHWELL HEALTH

  • TRUE NORTH MEDICAL AT WORK PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by NSUH

  • TRUE NORTH MEDICAL OF LENOX HILL PC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • TRUE NORTH MEDICAL OF MANHASSET PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by NSUH

  • TRUE NORTH MEDICAL OF NASSAU PC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • TRUE NORTH MEDICAL OF SOUTH NASSAU PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by NSUH

  • TRUE NORTH MEDICAL OF SUFFOLK PC

    C CORPORATION · MEDICAL SERVICES · NY

    Directly controlled by NSUH

  • TRUE NORTH WORKFORCE SAFETY CONSULTING INC

    C CORPORATION · BUSINESS SERVICES · NY

    Directly controlled by TRUE NORTH HEALTH

  • VIVOHEALTH PLAN INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by HEALTHCARE

  • VIVOHEALTH INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSH ENTERPRISE

  • WAYFIELD GLOBAL SOLUTIONS INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NW HOLDINGS

  • MARCUS AVENUE REAL PROPERTY MANAGEMENT INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • NORTHWELL INSTITUTE FOR HEALTH & WELLNESS INC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NORTHWELL HEALTHCARE

  • NSUH GREENWICH VILLAGE PHYSICIANS UFP CORPORATION

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • NSUH NEW HYDE PARK PHYSICIANS UFP CORPORATION

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • NSUH PRINCES BAY PHYSICIANS UFP CORPORATION

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • NSUH QUEENS PHYSICIANS UFP CORPORATION

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • NSUH RIVERHEAD PHYSICIANS UFP CORPORATION

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • NSUH WESTCHESTER PHYSICIANS UFP CORPORATION

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • SPEECH THERAPY REHABILITATION SERVICES PLLC

    C CORPORATION · INACTIVE · NY

    Directly controlled by LIJ MEDICAL CENTER

  • NORTH SHORE ENT & ALLERGY MEDICAL AFFILIATES UNIVERSITY FACULTY PRACTICE CO RPORATION

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • NORTHWELL HEALTH MEDICAL PC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • TRUE NORTH TELEMEDICINE PC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • TRUE NORTH URGENT CARE OF PENNSYLVANIA PC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

  • TRUE NORTH VIRTUAL HEALTH MEDICINE PC

    C CORPORATION · INACTIVE · NY

    Directly controlled by NSUH

Provenance

Return type
form_990
Tax year
2024
Filed
12 August 2026
IRS schema version
2024v5.1
Source object
202622249349301857

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