2024-06-26T12:57:56-05:00 2023-12-31 460475780 GROSSMAN ST AMOUR CPAS PLLC 110 WEST FAYETTE STREET SUITE 900 SYRACUSE NY 13202 990 2023-01-01 822588423 INCLUSIVE ALLIANCE IPA INC INCL 3158991043 PO BOX 12167 SYRACUSE NY 13218 TANIA ANDERSON PRESIDENT 3158991043 2024-06-06 1 TANIA ANDERSON 999009999 0 JAIMIE P GALANTE CPA P01649366 3154241120 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z TANIA ANDERSON PO BOX 12167 SYRACUSE NY 13218 897785 0 X INCLUSIVEALLIANCE.ORG X 2016 NY THE OVERARCHING PURPOSE OF THE INCLUSIVE ALLIANCE IS TO CLINICALLY INTEGRATE A DIVERSE,INNOVATIVE NETWORK OF PROVIDERS. IN THE CHANGING HEALTHCARE LANDSCAPE, THE ABILITY TO WORK COLLECTIVELY WILL ENABLE ALL MEMBERS TO CONTINUE TO PROVIDE THE HIGHEST QUALITY OF CARE, DECREASE ADMINISTRATIVE COSTS, AND ASSIST AGENCIES IN THE PREPARATION OF TRANSITION TO MANAGED CARE. 12 12 3 36 0 0 858154 719089 74186 161032 7530 7664 0 10000 939870 897785 0 0 0 0 218150 294426 0 0 0 717978 468227 936128 762653 3742 135132 1060396 285583 937459 27514 122937 258069 X THE OVERARCHING PURPOSE OF THE INCLUSIVE ALLIANCE IS TO CLINICALLY INTEGRATE A DIVERSE,INNOVATIVE NETWORK OF PROVIDERS. IN THE CHANGING HEALTHCARE LANDSCAPE, THE ABILITY TO WORK COLLECTIVELY WILL ENABLE ALL MEMBERS TO CONTINUE TO PROVIDE THE HIGHEST QUALITY OF CARE, DECREASE ADMINISTRATIVE COSTS, AND ASSIST AGENCIES IN THE PREPARATION OF TRANSITION TO MANAGED CARE. 0 0 655883 161032 TO PREPARE MEMBERS FOR MANAGED CARE AND THE TRANSITION TO VALUE-BASED PAYMENT (VBP) BY DEFINING QUALITY IMPROVEMENT STANDARDS, COORDINATE AND ENHANCE ADVOCACY EFFORTS AND INCREASE ADMINISTRATIVE EFFICIENCIES. 655883 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X LAUREN WETTERHAHN 3158991043 PO BOX 12167 SYRACUSE NY 13218 TANIA ANDERSON PRESIDENT 1.00 X X 0 0 0 ELIZABETH GCROCKETT SECRETARY 1.00 X X 0 0 0 BRIAN FAY TREASURER 1.00 X X 0 0 0 LISA DUNN ALFORD DIRECTOR 1.00 X 0 0 0 MASON KAUFMAN DIRECTOR 1.00 X 0 0 0 PAULETTE PURDY DIRECTOR 1.00 X 0 0 0 JOAN ROYLE DIRECTOR 1.00 X 0 0 0 DIANE COOPER-CURRIER VICE PRESIDENT 1.00 X X 0 0 0 SHARI WEISS DIRECTOR 1.00 X 0 0 0 STEFANIE SAVORY DIRECTOR 1.00 X 0 0 0 KRISTIAN PETERSON DIRECTOR 1.00 X 0 0 0 STEVEN BULGER DIRECTOR 1.00 X 0 0 0 LAUREN WETTERHAHB EXECUTIVE DIRECTOR 40.00 X 94653 0 11231 94653 0 11231 0 0 0 0 0 719089 719089 MEMBERSHIP DUES 900099 134412 134412 JOINING FEE REVENUE 900099 26620 26620 161032 7664 7664 SERVICE FEE INCOME 900099 10000 10000 10000 897785 171032 0 7664 X 105884 91060 14824 150741 129637 21104 6019 5176 843 13088 11256 1832 18694 16077 2617 5514 4742 772 18366 15795 2571 325635 280047 45588 66108 56853 9255 45209 38880 6329 2852 2453 399 4543 3907 636 762653 655883 106770 0 5363 4096 1051491 98565 180000 3542 2922 1060396 285583 398370 27514 539089 0 937459 27514 X 122937 88069 170000 122937 258069 1060396 285583 135132 0 X X 0 1 X 1 0 X 26628 60324 1143014 917040 853501 3000507 15300 26620 41920 26628 60324 1143014 932340 880121 3042427 0 0 0 3042427 5806 7530 7664 21000 5806 7530 7664 21000 10000 10000 26628 60324 1148820 939870 897785 3073427 0.98990 0.00680 X 0 X 897785 0 897785 0 897785 762653 0 762653 0 762653 PART X, LINE 2: THE INCOME TAX ACCOUNTING STANDARDS REQUIRE THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURN (FORM 990), INCLUDING MAINTAINING TAX EXEMPT STATUS. THE ORGANIZATION BELIEVES ITS FINANCIAL STATEMENTS DO NOT INCLUDE ANY UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION A, LINE 1A UNDER THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE HAS THE POWER TO EXERCISE BETWEEN MEETINGS OF THE BOARD OF DIRECTORS ALL OF THE POWERS OF THE BOARD OF DIRECTORS, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO FILL ANY VACANCIES, OR AMEND OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS, OR TAKE ANY ACTION THAT REQUIRES A SUPERMAJORITY VOTE OF THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS AN INDEPENDENT PRACTICE ASSOCIATION ORGANIZED TO ARRANGE BY CONTRACT WITH PAYORS FOR THE DELIVERY OF HEALTH CARE SERVICES BY ITS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A UNDER THE ORGANIZATION'S BYLAWS, THE MEMBERS HAVE THE POWER TO ELECT DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B UNDER THE ORGANIZATION'S BYLAWS, IN ADDITION TO THE POWER TO ELECT DIRECTORS, THE MEMBERS HAVE THE FOLLOWING RESERVE POWERS: 1) TO ADOPT, AMEND OR REPEAL THESE BYLAWS BY A SUPERMAJORITY VOTE OF THE MEMEBERS, 2) TO AMEND THE COMPANY'S CERTIFICATE OF INCORPORATION BY A SUPERMAJORITY VOTE OF THE MEMBERS, 3) TO DISSOLVE THE COMPANY AND WIND UP ITS AFFAIRS UPON A RECOMMENDATION OF THE BOARD OF DIRECTORS AND A SUPERMAJORITY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS SHARED WITH THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEE AND BOARD OF DIRECTORS AT THEIR REGULAR MEETINGS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY INCLUDES AN ANNUAL CERTIFICATION PROCESS THROUGH WHICH OFFICERS, DIRECTORS & KEY EMPLOYEES CERTIFY THEIR COMPLIANCE WITH THE POLICY, INCLUDING DISCLOSING ANY POTENTIAL CONFLICTS WHENEVER THEY EMERGE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS DETERMINED FOLLOWING REVIEW AND APPROVAL BY THE BOARD, WHO ARE ALL THEMSELVES NON-PROFIT EXECUTIVE DIRECTORS WHICH ENABLES THEM TO EVALUATE THE COMPARABILITY OF THE PROPOSED COMPENSATION. THE DELIBERATION AND DECISION WERE CONTEMPORANEOUSLY SUBSTANTIATED IN THE FORM OF AN ADOPTED BOARD RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC DURING THE TAX YEAR UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 11,169. MANAGEMENT AND GENERAL EXPENSES 1,818. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,987. RFI PROJECT FEES: PROGRAM SERVICE EXPENSES 187,316. MANAGEMENT AND GENERAL EXPENSES 30,493. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 217,809. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 1,905. MANAGEMENT AND GENERAL EXPENSES 310. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,215. STRATEGIC PLANNING SERVICES: PROGRAM SERVICE EXPENSES 79,657. MANAGEMENT AND GENERAL EXPENSES 12,967. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,624. FORM 990, PART XII, LINE 2C: THE FINANCE & AUDIT COMMITTEE OVERSEE THE SELECTION OF THE INDEPENDENT ACCOUNTANT, WITH THE APPROVAL OF THE BOARD. THE AUDIT COMMITTEE MEMBERS WILL VOTE TO RECOMMEND THE AUDITOR REPORT TO THE BOARD FOR APPROVAL.