2024-11-14T16:24:52-06:00 2023-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2023-01-01 161483069 NASCENTIA HEALTH INC NASC 3154779320 1050 W GENESEE STREET SYRACUSE NY 13204 JUNE CASTLE CFO 3154779320 2024-11-13 1 1 THOMAS J GIUFRE P00841958 3154463600 2024-11-13 2023 2024-10-15 13:58:12Z MARY KATE ROLF 1050 W GENESEE STREET SYRACUSE NY 13204 3387853 0 X WWW.NASCENTIAHEALTH.ORG X 1988 NY IT IS THE MISSION OF NASCENTIA HEALTH, INC. TO BE THE PREMIER HOME AND COMMUNITY-BASED CARE SYSTEM FOR THE REGIONS WE SERVE.NASCENTIA HEALTH, INC.'S GOAL OF MAINTAINING, RESTORING AND PROMOTING THE HEALTH AND INDEPENDENCE OF THOSE WE SERVE IS ACHIEVED BY UTILIZING OUR AGENCY AND COMMUNITY RESOURCES, BY WORKING COLLABORATIVELY, AND BY PROVIDING THE PROPER ENVIRONMENT FOR DEVELOPMENT AND RETENTION OF A CARING, COMPETENT STAFF. 16 16 8 18 0 0 0 0 3600417 3387853 0 0 0 0 3600417 3387853 0 0 0 0 3144327 2969796 0 0 0 456090 418057 3600417 3387853 0 0 43800287 45631134 952397 1178150 42847890 44452984 X IT IS THE MISSION OF NASCENTIA HEALTH, INC. TO BE THE PREMIER HOME AND COMMUNITY-BASED CARE SYSTEM FOR THE REGIONS WE SERVE.NASCENTIA HEALTH, INC.'S GOAL OF MAINTAINING, RESTORING AND PROMOTING THE HEALTH AND INDEPENDENCE OF THOSE WE SERVE IS ACHIEVED BY UTILIZING OUR AGENCY AND COMMUNITY RESOURCES, BY WORKING COLLABORATIVELY, AND BY PROVIDING THE PROPER ENVIRONMENT FOR DEVELOPMENT AND RETENTION OF A CARING, COMPETENT STAFF. 0 0 3387853 3387853 DEVELOP LONG RANGE STRATEGIC PLAN FOR ITS SUBSIDIARIES IN ORDER TO DIVERSIFY AND IMPROVE HOME HEALTH CARE SERVICES. 3387853 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 2 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JUNE CASTLE 3154779320 1050 W GENESEE ST SYRACUSE NY 132042215 KEVIN WADE 18-24 VICE CHAIR 0.50 X X 0 0 0 ROBERT GALUSHA 18-24 CHAIR 0.50 X X 0 0 0 DELL FORD JORDAN 18-20 21-24 DIRECTOR 0.50 X 0 0 0 SEAN BARRON 22-24 DIRECTOR 0.50 X 0 0 0 ROANN DESTITO 22-24 DIRECTOR 0.50 X 0 0 0 ANITA LOMBARDI 18-24 TREASURER 0.50 X X 0 0 0 MARION HANCOCK FISH 20-24 DIRECTOR 0.50 X 0 0 0 LAWRENCE WILLIAMS 20-24 DIRECTOR 0.50 X 0 0 0 THOMAS DENNISON 22-24 DIRECTOR 0.50 X 0 0 0 LOUIS FOURNIER 21-24 DIRECTOR 0.50 X 0 0 0 BARBARA MANIGAULT SPEARS 19-24 DIRECTOR 0.50 X 0 0 0 BARBARA JEAN DONOVAN 23-24 DIRECTOR 0.50 X 0 0 0 JOSEPH MALDONADO 21-24 DIRECTOR 0.50 X 0 0 0 COLIN LEONARD 19-24 SECRETARY 0.50 X X 0 0 0 KEVIN CONLEY 21-23 TREASURER 0.50 X X 0 0 0 LAURA SERWAY 21-23 DIRECTOR 0.50 X 0 0 0 KATHLEEN MURPHY 22-24 DIRECTOR 0.50 X 0 0 0 SUSAN CROSSETT 18-24 PAST CHAIR 0.50 X X 0 0 0 MARY KATE ROLF PRESIDENT & CEO 24.00 16.00 X 480356 0 172794 JUNE CASTLE CAO/CFO 8.00 32.00 X 285393 0 47076 BASIL ARIGLIO CFO 8.00 32.00 X 255556 0 9447 DR JOEL AMIDON DIR MED SVCS 8.00 32.00 X 389139 0 38749 JOSEPH TWARDY CTO (CH TRANSFORM OFF/EVP) 8.00 32.00 X 326079 0 60356 ANDREA LAZAREK-LAQUAY CCO 8.00 32.00 X 270748 0 14733 CHERYL MANNA COO 8.00 32.00 X 251458 0 42485 TAMMY LINDSAY COS (CHIEF STAFF) 8.00 32.00 X 223949 0 28300 2482678 0 413940 8 0 1 0 0 CONTRACT SUPPORT SERVI 900099 3387853 3387853 3387853 3387853 3387853 0 0 2644369 2644369 22500 22500 187767 187767 115160 115160 28925 28925 24391 24391 31612 31612 1642 1642 83725 83725 161328 161328 2 2 16013 16013 ALL OTHER EXPENSES 21865 21865 DUES 20503 20503 STAFF RELATIONS 14126 14126 TRAINING 13576 13576 349 349 3387853 3387853 0 0 190950 252533 24521 16034 43584816 45362567 43800287 45631134 384810 439636 567587 738514 952397 1178150 X 42457141 43997839 390749 455145 42847890 44452984 43800287 45631134 X 0 1605094 X X 0 1 X 1 0 X X 6 VISITING NURSES ASSOCIATION OF CENTRAL NEW YORK 150536614 10 1 0 3387853 HOME AIDES OF CENTRAL NEW YORK INC 160916474 10 1 0 0 CCH HOME CARE AND PALLIATIVE SERVICES 161575169 10 1 0 0 COMPANION HOME CARE SERVICES INC 161202480 10 1 0 0 ELDERCARE FOUNDATION INC 161579671 7 1 0 0 THE VNA FOUNDATION OF CENTRAL NEW YORK 161494283 7 1 0 0 6 0 3387853 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X X 1 0 1 1 SCHEDULE A (990), SECTION A, LINE 1 THE OWNERSHIP OF THE LISTED CORPORATIONS HAS BEEN IDENTIFIED IN VARIOUS DOCUMENTS AS PART OF NASCENTIA HEALTH, INC. SCHEDULE A (990), PAGE 5, SECTION E LINE 2A THE CORPORATION FULLY SUPPORTED EACH OF THE NAMED ORGANIZATIONS WHOLLY. NO OTHER ACTIVITIES WERE CARRIED ON BY THE PARENT SCHEDULE A (990), PAGE 5, SECTION E LINE 3A YES-AS THE BOARD OF DIRECTORS FOR EACH CORPORATION IS VIRTUALLY THE SAME, THEY PLAY A SIGNIFICANT ROLE IN THE POLICIES AND PROCEDURES OF ALL CORPORATIONS. EVEN THOUGH THE FOUNDATIONS HAVE A DIFFERENT BOARD MAKEUP, THERE ARE SEVERAL MEMBERS OF THE PARENT CORPORATION AND FORMER MEMBERS OF THE PARENT CORPORATION THAT ARE ON THE FOUNDATION BOARDS, SO THERE IS SIGNIFICANT INFLUENCE BY THE PARENT. SCHEDULE A (990), PAGE 5, SECTION E LINE 3B YES-AS THE BOARD OF DIRECTORS FOR EACH CORPORATION IS VIRTUALLY THE SAME, THEY PLAY A SIGNIFICANT ROLE IN THE POLICIES AND PROCEDURES OF ALL CORPORATIONS. EVEN THOUGH THE FOUNDATIONS HAVE A DIFFERENT BOARD MAKEUP, THERE ARE SEVERAL MEMBERS OF THE PARENT CORPORATION AND FORMER MEMBERS OF THE PARENT CORPORATION THAT ARE ON THE FOUNDATION BOARDS, SO THERE IS SIGNIFICANT INFLUENCE BY THE PARENT. SCHEDULE A (990), PAGE 4, SECTION A LINE 1 THE OWNERSHIP OF THE LISTED CORPORATIONS HAS BEEN IDENTIFIED IN VARIOUS DOCUMENTS (990, ETC.) AS PART OF NASCENTIA HEALTH, INC. SCHEDULE A (990), PAGE 1, PART I, LINE 12G, COLUMN (VI): NASCENTIA HEALTH PROVIDES GENERAL MANAGEMENT SERVICES FOR THEIR VARIOUS AFFILIATED COMPANIES BY DEVELOPING STRATEGIC OVERSIGHT IN ORDER TO DIVERSIFY AND IMPROVE HOME HEALTH CARE SERVICES. 0 0 0 0 0 0 0 0 1 24391 24391 0 PART I-A, LINE 1: THE CORPORATION PROVIDES INFORMATION AND EDUCATION IN THE HEALTHCARE FIELD PART II-B, LINE 1, LOBBYING ACTIVITIES: NASCENTIA HEALTH, INC. CONSULTS WITH EMPIRE ASSOCIATES TO PROVIDE INFORMATION TO LEGISLATORS AS TO ISSUES RELEVANT TO ITS MISSION 0 DUE FROM AFFILIATES 604264 457B PLAN 475379 BENEFICIAL INTEREST IN VNA FOUNDATION 926365 INVESTMENT IN VNA OF CNY 40466591 INVESTMENT IN CHS 22483 INVESTMENT IN IHCS 2867485 45362567 457B LIABILITY 478514 LIABILITY FOR EXEC COMP 260000 738514 X PART X, LINE 2: THE COMPANY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE COMPANY ACCOUNTS FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS INTEREST EXPENSE AND OFFICE AND GENERAL EXPENSE, RESPECTIVELY. AS OF DECEMBER 31, 2023 AND 2022, THE COMPANY DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND NEW YORK STATE TAXING AUTHORITIES ARE 2020 THROUGH 2023. X X X X X 0 0 0 0 0 0 0 0 0 MARY KATE ROLF PRESIDENT & CEO 405356 0 75000 0 0 0 127727 0 45067 0 653150 0 15000 0 DR JOEL AMIDON DIR MED SVCS 384139 0 5000 0 0 0 5841 0 32908 0 427888 0 14423 0 JOSEPH TWARDY CTO (CH TRANSFORM OFF/EVP) 316079 0 10000 0 0 0 20866 0 39490 0 386435 0 11538 0 JUNE CASTLE CAO/CFO 275393 0 10000 0 0 0 26291 0 20785 0 332469 0 9477 0 CHERYL MANNA COO 243958 0 7500 0 0 0 13704 0 28781 0 293943 0 9423 0 ANDREA LAZAREK-LAQUAY CCO 263248 0 7500 0 0 0 12473 0 2260 0 285481 0 9477 0 BASIL ARIGLIO CFO 255556 0 0 0 0 0 -12979 0 22426 0 265003 0 11154 0 TAMMY LINDSAY COS (CHIEF STAFF) 216449 0 7500 0 0 0 12519 0 15781 0 252249 0 7692 0 PART I, LINE 3 NASCENTIA HEALTH, INC. IS THE EMPLOYER OF THE CEO. THE ORGANIZATION'S EXECUTIVE COMMITTEE IS THE COMPENSATION COMMITTEE AND THEY APPROVE THE COMPENSATION OF THE CEO. THE COMMITTEE USES THE ANNUAL BENCHMARK HOMECARE SALARY AND BENEFITS REPORT, AND ALSO LOOKS AT EXECUTIVE COMPENSATION OF SIMILAR SIZE ORGANIZATIONS AS WELL AND EVALUATES HER PERFORMANCE FOR THE YEAR. THE CEO USES THE SAME METHOD FOR THE COMPENSATION OF THE OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS FORM 990, THEN SENDS ENCRYPTED E-MAIL TO THE BOARD MEMBERS NOTIFYING THEM THAT THE FORM IS AVAILABLE FOR THEM TO REVIEW PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED ON AN ANNUAL BASIS. SIGNATURES FROM THE BOARD MEMBERS DISCLOSING CONFLICTS OF INTEREST ARE UPDATED ON AN ANNUAL BASIS AS WELL. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE COMMITTEE IS THE COMPENSATION COMMITTEE AND THEY APPROVE THE COMPENSATION OF THE CEO. THE COMMITTEE USES THE ANNUAL BENCHMARK HOMECARE SALARY AND BENEFITS REPORT, AND ALSO LOOKS AT EXECUTIVE COMPENSATION OF SIMILAR SIZE ORGANIZATIONS AS WELL. THE CEO USES THE SAME METHOD FOR THE COMPENSATION OF THE OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS SUCH AS BYLAWS AND CONFLICT OF INTEREST POLICIES MAY BE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS PER 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY GAIN (LOSS) ON INVESTMENT IN NASCENTIA HEALTH AT HOME 1,358,951. EQUITY LOSS ON INVESTMENT IN CCH HOME CARE & PALLATIVE SERVICES -43,940. EQUITY GAIN (LOSS) ON INVESTMENT IN NASCENTIA CHARITABLE FOUNDATION 1,669. EQUITY GAIN ON INVESTMENT IN IHCS 288,414. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. VISITING NURSE ASSOCIATION OF CENTRAL NEW YORK INC (DBA NASCENTIA HLTH HM) 1050 WEST GENESEE ST SYRACUSE NY 13204 150536614 HOME HEALTH CARE NY 501(C)3 10 NASCENTIA HEALTH INC 1 THE VNA FOUNDATION OF CENTRAL NEW YORK 1050 WEST GENESEE ST SYRACUSE NY 13204 161494283 SUPPORT/PROMOTE THE PROVISION OF HOME HEALTHCARE SERVICES NY 501(C)3 7 NASCENTIA HEALTH INC 1 CCH HOME CARE & PALLIATIVE SERVICES INC 1050 WEST GENESEE ST SYRACUSE NY 13204 161575169 HOME HEALTH CARE AND PALLIATIVE SERVICES NY 501(C)3 10 NASCENTIA HEALTH INC 1 HOME AIDES OF CNY INC (DBA NASCENTIA HOME AIDES) 1050 WEST GENESEE ST SYRACUSE NY 13204 160916474 ENABLE AGING, ILL AND FRAIL INDIVIDUALS TO REMAIN AT HOME NY 501(C)3 10 NASCENTIA HEALTH INC 1 COMPANION HOME SERVICES INC 1050 WEST GENESEE ST SYRACUSE NY 13204 161202480 TO PROVIDE HOUSEKEEPING & COMPANIONSHIP TO FAMILIES NY 501(C)3 10 NASCENTIA HEALTH INC 1 INDEPENDENT HEALTH CARE SERVICES INC (DBA NASCENTIA INDEPENDENT CARE) 1050 WEST GENESEE ST SYRACUSE NY 13204 161373437 HOME CARE SERVICES NY NASCENTIA HEALTH INC C 9199003 3319856 1.00000 1 NASCENTIA HOSPITALITY LLC 1050 WEST GENESEE ST SYRACUSE NY 13204 882911746 HOSPITALITY NY VISITING NURSE ASSOCIATION OF CENTRAL NEW YORK C 349963 8399673 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 VISITING NURSE ASSOCIATION OF CNY INC L 3387853 FMV