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← SB CLINICAL PRACTICE MANAGEMENT PLAN INC

Form 990 for tax year 2023

Filed by SB CLINICAL PRACTICE MANAGEMENT PLAN INC.

Totals

Total revenue
$290,150,525
Total expenses
$317,812,960
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$290,073,170
Investment income
$77,355
Other revenue
$0
Total assets, end of year
$304,259,792
Total liabilities, end of year
$331,830,322
Net assets or fund balances, end of year
-$27,570,530
Program services expenses (Part IX)
$310,301,499
Management and general expenses
$7,511,461
Fundraising expenses
$0
Program service expenses (Part III)
$310,301,499

Program services were 97.6% 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.

  • 2a · Program service revenue: MANAGEMENT FEES

    total $282,975,718 · related or exempt $282,975,718

  • 2b · Program service revenue: RENTAL

    total $1,891,159 · related or exempt $1,891,159

  • 2c · Program service revenue: MEDICARE SHARED SAVINGS PROGRAM

    total $5,206,293 · related or exempt $5,206,293

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $108,121 · other assets $31

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

    securities $30,797 · other assets $0

  • 7c · Gain or loss

    securities $77,324 · other assets $31

  • 7d · Net gain or loss

    total $77,355 · excluded $77,355

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $116,729,381 · program services $110,892,912 · management and general $5,836,469

  • 9 · Other employee benefits

    total $33,499,848 · program services $31,824,856 · management and general $1,674,992

  • 11b · Fees: legal

    total $659,053 · program services $659,053

  • 11c · Fees: accounting

    total $533,500 · program services $533,500

  • 11f · Fees: investment management

    total $13,012 · program services $13,012

  • 11g · Fees: other

    total $73,898,537 · program services $73,898,537 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $379,712 · program services $379,712

  • 13 · Office expenses

    total $1,108,524 · program services $1,108,524

  • 14 · Information technology

    total $4,746,737 · program services $4,746,737

  • 16 · Occupancy

    total $4,623,994 · program services $4,623,994

  • 17 · Travel

    total $1,476,827 · program services $1,476,827

  • 20 · Interest

    total $9,709,232 · program services $9,709,232

  • 22 · Depreciation, depletion and amortization

    total $3,728,093 · program services $3,728,093

  • 23 · Insurance

    total $34,601,052 · program services $34,601,052

  • 24a · Other expenses: MEDICAL EXPENSES

    total $18,487,295 · program services $18,487,295

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $8,711,679 · program services $8,711,679

  • 24c · Other expenses: CLINICAL PRACTICE RESEARCH

    total $2,561,316 · program services $2,561,316

  • 24d · Other expenses: DUES AND LICENSE FEES

    total $2,345,168 · program services $2,345,168

  • 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 $9,228,720 · end of year $7,942,233

  • 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 $13,380 · end of year $2,105,707

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

    $274,995,855

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

    $39,617,973

  • 10c · Land, buildings and equipment, net

    beginning of year $247,836,674 · end of year $235,377,882

  • 11 · Investments: publicly traded securities

    beginning of year $4,540,539 · end of year $4,729,182

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $75,129,070 · end of year $54,104,788

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,320,744 · end of year $6,684,792

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $326,774,041 · end of year $325,145,530

  • 27 · Net assets without donor restrictions

    beginning of year $1,653,598 · end of year -$27,570,530

Mission and programs · 2023

Mission

A CLINICAL PRACTICE MANAGEMENT PLAN FOR THE MANAGEMENT OF THE CLINICAL PRACTICE OF FACULTY MEMBERS AT THE MEDICAL SCHOOL AT THE STATE UNIVERSITY OF NEW YORK AT STONY BROOK.

Activities or mission (Part I)

RESPONSIBLE FOR THE COLLECTION AND DISBURSEMENT OF MEMBERS' CLINICAL PRACTICE INCOME.

  • COLLECTION AND DISBURSEMENT OF MEMBERS' CLINICAL PRACTICE INCOME.

    Expenses $310,301,499 · Revenue $290,073,170

As filed on the 2023 return.

Listed in Part VII

  • Carolyn Milana

    DIRECTOR/SECRETARY/TREASURER

    Total calculated
    $726,859
    From this org
    $0
    From related orgs
    $635,857
    Other
    $91,002
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $558,247 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $65,204 related
    Nontaxable benefits
    $0 + $25,798 related
    Filer's total
    $0 + $726,859 related

  • Raphael Davis

    President & DIrector

    Total calculated
    $1,737,394
    From this org
    $0
    From related orgs
    $1,627,842
    Other
    $109,552
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,455,203 related
    Bonus
    $0 + $170,029 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $83,210 related
    Nontaxable benefits
    $0 + $26,342 related
    Filer's total
    $0 + $1,737,394 related

  • Adam Singer

    Director

    Total calculated
    $821,069
    From this org
    $0
    From related orgs
    $740,138
    Other
    $80,931
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $661,310 related
    Bonus
    $0 + $76,218 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $56,160 related
    Nontaxable benefits
    $0 + $24,771 related
    Filer's total
    $0 + $821,069 related

  • Alan Turner

    Director

    Total calculated
    $170,706
    From this org
    $0
    From related orgs
    $170,706
    Other
    $0
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,706 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $170,706 related

  • Anissa Abi-Dargham

    Director

    Total calculated
    $870,650
    From this org
    $0
    From related orgs
    $814,068
    Other
    $56,582
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $756,513 related
    Bonus
    $0 + $56,250 related
    Other
    $0 + $1,305 related
    Deferred
    $0 + $33,750 related
    Nontaxable benefits
    $0 + $22,832 related
    Filer's total
    $0 + $870,650 related

  • Apostolos Tassiopoulos

    Director

    Total calculated
    $1,629,894
    From this org
    $0
    From related orgs
    $1,521,820
    Other
    $108,074
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,429,379 related
    Bonus
    $0 + $89,831 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $84,450 related
    Nontaxable benefits
    $0 + $23,624 related
    Filer's total
    $0 + $1,629,894 related

  • Elaine Gould

    Director

    Total calculated
    $887,004
    From this org
    $0
    From related orgs
    $808,923
    Other
    $78,081
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $731,313 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $52,768 related
    Nontaxable benefits
    $0 + $25,313 related
    Filer's total
    $0 + $887,004 related

  • Evan Jones

    Director

    Total calculated
    $1,191,506
    From this org
    $0
    From related orgs
    $1,100,730
    Other
    $90,776
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $807,245 related
    Bonus
    $0 + $290,875 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $66,534 related
    Nontaxable benefits
    $0 + $24,242 related
    Filer's total
    $0 + $1,191,506 related

  • James Penna

    Director

    Total calculated
    $1,434,306
    From this org
    $0
    From related orgs
    $1,350,917
    Other
    $83,389
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,268,307 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $59,153 related
    Nontaxable benefits
    $0 + $24,236 related
    Filer's total
    $0 + $1,434,306 related

  • Kenneth Shroyer

    Director

    Total calculated
    $779,631
    From this org
    $0
    From related orgs
    $670,986
    Other
    $108,645
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $582,007 related
    Bonus
    $0 + $86,369 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $78,478 related
    Nontaxable benefits
    $0 + $30,167 related
    Filer's total
    $0 + $779,631 related

  • Marc Halterman

    Director

    Total calculated
    $348,070
    From this org
    $0
    From related orgs
    $296,650
    Other
    $51,420
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,475 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $2,175 related
    Deferred
    $0 + $28,392 related
    Nontaxable benefits
    $0 + $23,028 related
    Filer's total
    $0 + $348,070 related

  • Robert Honkanen

    Director

    Total calculated
    $968,942
    From this org
    $0
    From related orgs
    $887,646
    Other
    $81,296
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $637,915 related
    Bonus
    $0 + $247,121 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $57,724 related
    Nontaxable benefits
    $0 + $23,572 related
    Filer's total
    $0 + $968,942 related

  • Samuel Ryu

    Director

    Total calculated
    $944,744
    From this org
    $0
    From related orgs
    $841,339
    Other
    $103,405
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,763 related
    Bonus
    $0 + $86,966 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $79,079 related
    Nontaxable benefits
    $0 + $24,326 related
    Filer's total
    $0 + $944,744 related

  • Sritha Rajupet

    Director

    Total calculated
    $367,088
    From this org
    $0
    From related orgs
    $317,461
    Other
    $49,627
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,617 related
    Bonus
    $0 + $4,500 related
    Other
    $0 + $2,344 related
    Deferred
    $0 + $26,501 related
    Nontaxable benefits
    $0 + $23,126 related
    Filer's total
    $0 + $367,088 related

  • Syed Shah

    Director

    Total calculated
    $868,835
    From this org
    $0
    From related orgs
    $780,426
    Other
    $88,409
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $742,062 related
    Bonus
    $0 + $35,754 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $63,920 related
    Nontaxable benefits
    $0 + $24,489 related
    Filer's total
    $0 + $868,835 related

  • Vincent Yang

    Director

    Total calculated
    $951,986
    From this org
    $0
    From related orgs
    $853,579
    Other
    $98,407
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $769,145 related
    Bonus
    $0 + $81,824 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $74,115 related
    Nontaxable benefits
    $0 + $24,292 related
    Filer's total
    $0 + $951,986 related

  • Wayne Waltzer

    DIRECTOR

    Total calculated
    $1,218,539
    From this org
    $0
    From related orgs
    $1,107,860
    Other
    $110,679
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $986,039 related
    Bonus
    $0 + $119,211 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $86,237 related
    Nontaxable benefits
    $0 + $24,442 related
    Filer's total
    $0 + $1,218,539 related

  • William Burke

    Director

    Total calculated
    $749,300
    From this org
    $0
    From related orgs
    $686,360
    Other
    $62,940
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $630,550 related
    Bonus
    $0 + $53,200 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $39,814 related
    Nontaxable benefits
    $0 + $23,126 related
    Filer's total
    $0 + $749,300 related

  • Todd Griffin

    FORMER

    Total calculated
    $1,196,782
    From this org
    $0
    From related orgs
    $1,087,998
    Other
    $108,784
    Hours/week
    0 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $919,488 related
    Bonus
    $0 + $165,900 related
    Other
    $0 + $2,610 related
    Deferred
    $0 + $85,212 related
    Nontaxable benefits
    $0 + $23,572 related
    Filer's total
    $0 + $1,196,782 related

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 · Compensation survey or study

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • STONY BROOK ACO LLC

    HEALTHCARE · NY · income $5,206,293 · assets $6,131,285

    Directly controlled by CPMP

Related partnerships

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

  • SB HLTHCARE IPA LLC

    Related · HEALTHCARE · NY · 100% owned · general or managing partner

    Directly controlled by SB CPMP

Related corporations and trusts

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

  • NICOLLS INDEMNITY SOLUTIONS SPC

    C Corporation · SELF-INSURANCE · CJ · 100% owned · share of income $20,032,208 · share of assets $139,631,252 · controlled entity

    Directly controlled by CPMP

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349307745

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