2024-11-11T08:55:32-06:00 2023-12-31 010723685 DERMODY BURKE & BROWN CPAS LLC 443 N FRANKLIN ST STE 100 SYRACUSE NY 132041441 990 2023-01-01 161363413 ONONDAGA CASE MANAGEMENT SERVICES INC ONON 3154727363 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 DANIEL KELLEY PRESIDENT 3154727363 2024-11-04 1 0 CAROLYN S STURICK CPA P01278448 3154719171 2024-11-04 2023 2024-10-15 13:58:12Z CIRCARE DANIEL KELLEY 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 6897956 0 X WWW.CIR.CARE X 1990 NY ONONDAGA CASE MANAGEMENT, INC. DBA CIRCARE (HEREINAFTER REFERRED TO AS "CIRCARE") SUPPORTS INDIVIDUALS AND THEIR FAMILIES WHO HAVE ENCOUNTERED OBSTACLES DEVELOP THE RESOURCES AND SUPPORTS TO LIVE A SATISFYING AND NATURALLY INTERDEPENDENT LIFE. CIRCARE'S TEAM OF CARE MANAGERS, CLINICIANS, VOCATIONAL SPECIALISTS, PEER SPECIALISTS, AND MEDICAL PROFESSIONALS ARE TRAINED IN A MULTITUDE OF EVIDENCE-BASED PRACTICES PROVEN TO HELP PEOPLE ATTAIN THEIR DESIRED GOALS AND TO SUSTAIN RECOVERY AND BUILD RESILIENCE. CIRCARE'S TEAM PROVIDES PERSON-CENTERED SERVICES AND PROMOTES PERSONAL CHOICE, RESPECT FOR DIVERSITY, INDIVIDUALITY AND COMMUNITY INCLUSIVENESS. 6 7 138 0 0 0 4644927 3375292 4682454 3377285 54931 128277 767 17102 9383079 6897956 0 0 0 0 6536946 6194790 0 0 0 2582482 2518860 9119428 8713650 263651 -1815694 9398354 8689496 2755646 3669981 6642708 5019515 X ONONDAGA CASE MANAGEMENT SERVICES, INC. ASSISTS PEOPLE WITH DIFFICULT LIFE CHALLENGES TO DEVELOP PERSONALLY MEANINGFUL LIVES. 0 0 5509590 2680283 CARE MANAGEMENT SERVICES SEE SCHEDULE O FOR FUTHER DETAILS. CIRCARE IS A NEW YORK STATE DESIGNATED LEAD HEALTH HOME COVERING 12 COUNTIES IN CENTRAL NEW YORK. HEALTH HOME IS THE NEW YORK STATE DEPARTMENT OF HEALTH'S PREFERRED CARE COORDINATION MODEL. IT IS NOT A PLACE BUT A NETWORK OF PROVIDERS WORKING TOGETHER TO ENHANCE AN INDIVIDUAL'S HEALTH AND OVERALL QUALITY OF LIFE. HEALTH HOME CARE MANAGEMENT IS A SERVICE MODEL DESIGNED FOR MEDICAID BENEFICIARIES TO ENSURE EFFECTIVE COORDINATION AND MANAGEMENT OF CARE, LEADING TO POSITIVE HEALTH OUTCOMES FOR INDIVIDUALS. BY 2023, CIRCARE WAS CONTRACTED WITH 28 DIFFERENT CARE MANAGEMENT AGENCIES ACROSS THE 12 COUNTIES AND HAD A TOTAL OF 5,570 UNIQUE MEDICAID BENEFICIARIES ENROLLED AND PROVIDED SERVICES TO A TOTAL OF 7,701 MEMBERS. CIRCARE'S HEALTH HOME FUTURE INCLUDES ADDING ADDITIONAL HEALTH HOME CARE MANAGEMENT AGENCIES AND EXPANDING THE CURRENT CIRCARE HEALTH HOME COVERAGE AREA INTO ADDITIONAL COUNTIES.AS WELL AS BEING A LEAD HEALTH HOME, CIRCARE IS A HEALTH HOME CARE MANAGEMENT AGENCY WITHIN THE CIRCARE HEALTH HOME NETWORK. THROUGH HEALTH HOME CARE MANAGEMENT, CIRCARE CARE MANAGERS PROVIDE CARE COORDINATION TO MEDICAID BENEFICIARIES WHO HAVE A SERIOUS MENTAL ILLNESS, WHO ARE LIVING WITH HIV/AIDS, OR WHO HAVE TWO OR MORE CHRONIC HEALTH CONDITIONS. CIRCARE CARE MANAGERS WORK WITH INDIVIDUALS TO DEVELOP AND MAINTAIN A COMPREHENSIVE PLAN FOR ACCESSING AND USING SERVICES AND SUPPORTS NECESSARY FOR THE PERSON'S HEALTH. AS A HEALTH HOME CARE MANAGEMENT AGENCY, CIRCARE PROVIDED CARE MANAGEMENT 6,681 SERVICES TO UNIQUE ADULT MEDICAID BENEFICIARIES IN 2023.IN ADDITION, CIRCARE IS A STATE DESIGNATED ENTITY, ALLOWING THE AGENCY TO HELP CONNECT INDIVIDUALS TO CRITICAL HOME AND COMMUNITY BASED SERVICES. CIRCARE HAS PROVIDED THESE SERVICES TO SEVERAL HEALTH AND RECOVERY PLAN (HARP) MEMBERS AND IS CONTRACTED AS A PARTICIPATING PROVIDER WITH MANAGED CARE ORGANIZATIONS IN CENTRAL NEW YORK INCLUDING FIDELIS CARE, UNITED BEHAVIORAL HEALTHCARE, AND MOLINA HEALTHCARE. 563463 8704 ASSERTIVE COMMUNITY TREATMENT TEAM YOUTH (YACT)SEE SCHEDULE O FOR FURTHER DETAILS. THE YOUTH ASSERTIVE COMMUNITY TREATMENT TEAM (YACT) IS A MULTIDISCIPLINARY TEAM THAT INCLUDES PSYCHIATRY, SOCIAL WORK, VOCATIONAL, EDUCATIONAL AND FAMILY FOCUSED, COMMUNITY BASED SERVICES. THE TEAM SERVES YOUTH AGED 10 - 21 IN THE COMMUNITY WHO ARE DIAGNOSED WITH A MENTAL HEALTH CONDITION AND MEET CRITERIA FOR SERIOUS EMOTIONAL DISTRUBANCE. THE ACT SERVICE MODEL IS AN EVIDENCED BASED PRACTICE DESIGNED SPECIFICALLY TO ASSIST INDIVIDUALS WHO ARE NOT WELL ENGAGED BY TRADITIONAL SERVICES. THE YOUTH ACT TEAM HAS BEEN OPERATIONAL SINCE AUGUST 2023 AND HAS SERVED A TOTAL OF 13 CLIENTS. ALMOST ALL YACT SERVICES ARE PROVIDED IN THE COMMUNITY, AT A PERSON'S HOME, A SHELTER, THE HOME OF FAMILY AND/OR FRIENDS, IN SCHOOL, AT MEDICAL SERVICE PROVIDERS, AND OTHER APPOINTMENTS. OVER THE FIRST 9 MONTHS OF THE PROGRAM BEING OPERATIONAL THE TEAM PROVIDED 542 SERVICES TO CLIENTS. OF THESE OVER 90% WERE PROVIDED FACE TO FACE. 43 OF THESE SERVICES INVOLVED CRISIS INTERVENTION INCLUDING 6 WHICH CAME THROUGH THE AFTER HOURS ON CALL SYSTEM. APPROXIMATELY 25% OF SERVICES ARE WITH COLLATERALS WITH OR WITHOUT THE CLIENT PRESENT. 1039553 701268 ASSERTIVE COMMUNITY TREATMENT TEAM (ACT)SEE SCHEDULE O FOR FURTHER DETAILS. THE ASSERTIVE COMMUNITY TREATMENT TEAM (ACT) IS A MULTIDISCIPLINARY TEAM THAT INCLUDES PSYCHIATRY, NURSING, SOCIAL WORK, VOCATIONAL, SUBSTANCE USE REHABILITATION AND A PEER SPECIALIST. THE TEAM SERVES INDIVIDUALS IN THE COMMUNITY WHO ARE DIAGNOSED WITH AND IMPAIRED BY A MENTAL HEALTH CONDITION. THE ACT SERVICE MODEL IS AN EVIDENCED BASED PRACTICE DESIGNED SPECIFICALLY TO ASSIST INDIVIDUALS WHO ARE NOT WELL ENGAGED BY TRADITIONAL SERVICES. IN 2022, THE ACT TEAM SERVED AN AVERAGE OF 60 INDIVIDUAL CLIENTS PER MONTH. NINETY-FIVE PERCENT OF ACT SERVICES ARE PROVIDED IN THE COMMUNITY, AT A PERSON'S HOME, A SHELTER, THE HOME OF FAMILY AND/OR FRIENDS, AT MEDICAL, AND OTHER APPOINTMENTS. SERVICES WERE RENDERED IN A COMBINATION OF METHODS INCLUDING, IN-PERSON (2,818 SERVICES), TELEHEALTH (75 SERVICES), AND COLLATERAL CONTACTS (49 SERVICES). 82910 4132 82910 4132 7195516 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 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 1 0 0 0 0 1 34 0 1 138 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X DAVID ZELLINGER CHIEF FISCAL OFFICER 3154727363 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 STACEY KEEFE BOARD MEMBER 1.00 X 0 0 0 ERIC CHASE SECRETARY 1.00 X X 0 0 0 DANIEL KELLEY PRESIDENT 1.00 X X 0 0 0 JANICE JAMES BOARD MEMBER 1.00 X 0 0 0 MICHAEL VOLL BOARD MEMBER 1.00 X 0 0 0 DEBORAH DONAHUE BOARD MEMBER 1.00 X 0 0 0 ZACHARY PATRIE BOARD MEMBER 1.00 X 0 0 0 SCOTT EBNER EXECUTIVE DIRECTOR 40.00 X 90177 0 9466 RUTH WELLS CFO TILL JAN 2023 40.00 X 16294 0 1241 DAVID ZELLINGER CFO MAY 2023 TO PRESENT 40.00 X 51923 0 0 158394 0 10707 0 0 0 0 600 ERIE PLACE LLC 620 ERIE BOULEVARD WEST SUITE 111 SYRACUSE NY 13204 RENT 442022 1 3268463 106829 3375292 MEDICAID CASE MANAGEME 624100 3273722 3273722 PROGRAM SERVICE FEES 624100 103563 103563 3377285 128277 128277 MISC. INCOME 900099 17102 17102 17102 6897956 3394387 0 128277 169101 169101 4725247 4090536 634711 95995 78451 17544 771583 693201 78382 432864 361039 71825 56224 56224 135861 84721 51140 14708 14708 221054 141561 79493 116613 97330 19283 191245 147413 43832 751619 604808 146811 415902 340629 75273 95222 93438 1784 30226 13976 16250 111413 84458 26955 50310 35792 14518 PRACTICAL ASSISTANCE 328463 328163 300 8713650 7195516 1518134 0 483944 1105442 3589699 2934425 2188237 1186247 649027 397383 273189 235944 1460316 1356698 208025 103618 1358912 1586443 647321 1139994 9398354 8689496 918315 742078 886731 1377877 950600 1550026 2755646 3669981 X 6642708 5019515 6642708 5019515 9398354 8689496 -1815694 192501 0 X X 0 1 X 1 0 X 2768374 3752160 4798616 4644927 3375292 19339369 7510871 7007402 6652684 4682454 3377285 29230696 10279245 10759562 11451300 9327381 6752577 48570065 0 0 0 48570065 69119 51771 104663 54931 128277 408761 69119 51771 104663 54931 128277 408761 6727 1803 2629 767 17102 29028 10355091 10813136 11558592 9383079 6897956 49007854 0.99110 0.99140 0.00830 0.00650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 305058 305058 0 1155258 1051640 103618 103618 RIGHT OF USE ASSET - OPERATING LEASES 1139994 1139994 DUE TO FUNDING SOURCES 425773 OPERATING LEASE LIABILITIES 1124253 1550026 X 7070749 192501 192501 6878248 14708 5000 19708 6897956 8693942 0 8693942 14708 5000 19708 8713650 PART X, LINE 2: ONONDAGA CASE MANAGEMENT SERVICES, INC. D/B/A CIRCARE HAS BEEN DETERMINED TO EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). ADMINISTRATIVE SERVICES OF UPSTATE NY, LLC WITH THE CONSENT OF ITS MEMBER, HAS ELECTED UNDER THE INTERNAL REVENUE CODE TO BE A LIMITED LIABILITY COMPANY. THE LLC MEMBER, ONONDAGA CASE MANAGEMENT SERVICES, INC. D/B/A CIRCARE, WILL REPORT THE INCOME FROM THE LLC ON ITS TAX RETURN. MANAGEMENT IS UNAWARE OF ANY UNRELATED BUSINESS ACTIVITIES THAT MAY BE SUBJECT TO UNRELATED BUSINESS INCOME TAX OR ANY ACTIVITIES THAT WOULD JEOPARDIZE THE CORPORATION'S EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT CONSULTING FEES 5,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT CONSULTING FEES 5,000. SCHEDULE D, PAGE 4, PART XI, LINE 4B CONSULTING FEE THAT WAS USED FOR EMPLOYEE RETENTION CREDIT. SCHEDULE D, PAGE 4, PART XII, LINE 4B CONSULTING FEE THAT WAS USED FOR EMPLOYEE RETENTION CREDIT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD IN DRAFT FORM DURING THE ANNUAL AUDIT REVIEW. THE SUPPLEMENTAL NARRATIVE IS FINALIZED AND PRESENTED TO THE BOARD FOR FINAL APPROVAL DURING A SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND ANSWER A QUESTIONNAIRE TO DETERMINE IF ANY CONFLICTS EXIST. THE BOARD CHAIR WILL REVIEW THIS DOCUMENTATION AND DETERMINE IF ANY CONFLICT EXISTS. IN THE EVENT THAT A CONFLICT DOES EXIST, THE BOARD CHAIR WOULD THEN POINT THIS OUT AND/OR THE INDIVIDUAL WOULD NOT PARTICIPATE IN THE VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS SIMILIAR NOT FOR PROFIT ORGANIZATION USING GUIDESTAR.ORG WHEN DETERMINING APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG OR UPON REQUEST IN THE ACCOUNTING DEPARTMENT. CURRENTLY, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE. FORM 990, PART XII, LINE 2C: THE INDEPENDENT ACCOUNTANT REVIEWS THE DRAFT AUDIT WITH MANAGEMENT THEN THE APPROVED DRAFT IS PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL. THIS HAS NOT CHANGED FROM PRIOR YEAR. ADMINISTRATIVE SERVICES OF UPSTATE NY LLC 620 ERIE BOULEVARD W SUITE 302 SYRACUSE NY 13204 473985952 CONSOLIDATE ADMIN FUNCTIONS AND OTHER SERVICES WITH OTHER NOT-FOR-PROFITS NY 25000 ONONDAGA CASE MANAGEMENT SERVICES INC