2024-11-14T15:21:31-06:00 2023-12-31 160929175 DOPKINS & COMPANY LLP 200 INTERNATIONAL DR BUFFALO NY 142215794 990 2023-01-01 461066844 KALOS HEALTH INC KALO 8008942464 4675 SUNSET DRIVE LOCKPORT NY 14094 CARLO FIGLIOMENI PRESIDENT & CEO 8008942464 2024-10-14 1 0 MICHAEL ORLOWSKI P00956557 7166348800 2024-09-18 2023 2024-10-15 13:58:12Z CARLO FIGLIOMENI 4675 SUNSET DRIVE LOCKPORT NY 14094 29901857 0 X WWW.KALOSHEALTH.ORG X 2013 NY KALOS HEALTH, INC.'S MISSION IS TO PROMOTE THE HEALTH AND WELL-BEING OF THE POOR, DISTRESSED AND UNDER PRIVILEGED PEOPLE IN THE WESTERN NEW YORK AREA AS AN APPROVED NEW YORK STATE DEPARTMENT OF HEALTH MANAGED LONG TERM CARE PLAN BY DEVELOPING A NETWORK OF CARE PROVIDERS AND WORKING CLOSELY WITH PROVIDERS TO PROVIDE QUALITY HEALTH CARE. CURRENTLY, THE ORGANIZATION IS SERVICING INDIVIDUALS LOCATED IN ERIE, NIAGARA, ORLEANS, GENESEE, CHAUTAUQUA, AND MONROE COUNTIES WHO ARE AGE 18 AND OLDER AND HAVE A CHRONIC ILLNESS AND/OR HEALTH DISABILITY. 6 6 46 0 0 0 0 0 22116574 29377084 20838 524773 604 0 22138016 29901857 0 0 0 0 2420773 2711248 0 0 0 17865714 24694466 20286487 27405714 1851529 2496143 16545998 18924847 10967937 10850643 5578061 8074204 X KALOS HEALTH, INC.'S MISSION IS TO PROMOTE THE HEALTH AND WELL-BEING OF THE POOR, DISTRESSED AND UNDER PRIVILEGED PEOPLE IN THE WESTERN NEW YORK AREA AS AN APPROVED NEW YORK STATE DEPARTMENT OF HEALTH MANAGED LONG TERM CARE PLAN BY DEVELOPING A NETWORK OF CARE PROVIDERS AND WORKING CLOSELY WITH PROVIDERS TO PROVIDE QUALITY HEALTH CARE. CURRENTLY, THE ORGANIZATION IS SERVICING INDIVIDUALS LOCATED IN ERIE, NIAGARA, ORLEANS, GENESEE, CHAUTAUQUA, AND MONROE COUNTIES WHO ARE AGE 18 AND OLDER AND HAVE A CHRONIC ILLNESS AND/OR HEALTH DISABILITY. 0 0 25237323 29377084 MANAGED LONG TERM CARE PLAN HEALTH BENEFITS. 25237323 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 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 0 0 0 0 1 0 0 46 1 0 0 0 0 0 0 0 0 1468889 8074204 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X CARLO FIGLIOMENI PRESIDENT CEO 7164394417 4675 SUNSET DRIVE LOCKPORT NY 14094 X BARBARA SMITH BOARD MEMBER 0.50 X 0 0 0 DAVID SCHLEIN TREASURER 0.50 X X 0 0 0 JOHN CIPOLLITTI CHAIRMAN 0.50 X X 0 0 0 PAUL C COLLINS BOARD MEMBER 0.50 X 0 0 0 RICHARD COLE ESQ SECRETARY 0.50 X X 0 0 0 STEVEN M SINCLAIR BOARD MEMBER 0.50 X 0 0 0 CARLO FIGLIOMENI PRESIDENT & CEO 17.00 X 0 0 0 JOHN LOMEO CHIEF EXECUTIVE OFFICER (RETIRED) 19.00 X 0 0 0 RICHARD S CASTALDO MEDICAL DIRECTOR 40.00 X 136425 0 6139 CYNTHIA HENNINGS DIRECTOR OF CLINICAL OPERATIONS 40.00 X 134611 0 24859 ERIC S ADAMSKI DIRECTOR OF QUALITY 40.00 X 112037 0 18195 383073 0 49193 3 0 1 0 0 PREMIUM REVENUE 624100 29377084 29377084 29377084 524773 524773 29901857 29377084 0 524773 X 2146682 2055755 90927 74247 73973 274 314575 269921 44654 175744 168671 7073 1581144 1581144 83903 83903 43250 43250 21890828 21874902 15926 10637 5495 5142 59576 24483 35093 296940 288295 8645 257980 139355 118625 42727 29143 13584 2385 164 2221 107635 54888 52747 6650 3994 2656 95527 52540 42987 BAD DEBT EXPENSE 187771 187771 0 DUES AND FEES 25171 6375 18796 STAFF DEVELOPMENT & REC 2342 1598 744 27405714 25237323 2168391 0 12515495 13759970 829210 1918187 22001 45288 161350 129261 9979 32089 3169313 3169313 16545998 18924847 1937034 3596786 9030903 7253857 10967937 10850643 X 5578061 8074204 5578061 8074204 16545998 18924847 2496143 0 X X 0 1 X 1 0 X 85564282 70106261 29416155 22116574 29377084 236580356 85564282 70106261 29416155 22116574 29377084 236580356 0 0 0 236580356 85564282 70106261 29416155 22116574 29377084 236580356 1.00000 1.00000 0.00000 X 161350 129261 32089 32089 INVESTMENTS RESTRICTED AS TO USE 3169313 3169313 DUE TO NIAGARA HOSPICE INC 1233 DUE TO LIBERTY 4128 DUE TO GROUP 25500 NOTE PAYABLE TO NIAGARA HOSPICE INC 1085140 RATE ADJUSTMENTS 6137856 7253857 X 29901857 0 29901857 0 29901857 27405714 0 27405714 0 27405714 PART X, LINE 2: THE ORGANIZATION IS AN ORGANIZATION EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN FOR INCOME TAX PURPOSES WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. THE TAX RETURN FOR THE 2020-2023 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR U.S. FEDERAL TAX PURPOSES AND ALSO BY NEW YORK STATE FOR STATE TAX PURPOSES. X X X X X X 0 0 0 0 0 0 0 0 0 CYNTHIA HENNINGS DIRECTOR OF CLINICAL OPERATIONS 134611 0 0 0 0 0 6490 0 18369 0 159470 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE HOSPICE AND PALLIATIVE CARE GROUP, INC. (AN AFFILIATED 501C3 ORGANIZATION - EIN 56-2298553) PERFORMS SOME MANAGEMENT, FUND-RAISING AND ADMINISTRATIVE SERVICES KALOS HEALTH, INC. THE HOSPICE AND PALLIATIVE CARE GROUP, INC. CHARGES KALOS HEALTH, INC. A MANAGEMENT FEE FOR THESE SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED IN DRAFT FORM TO THE MEMBERS OF THE GOVERNING BODY OF KALOS HEALTH, INC. AFTER IT HAS BEEN REVIEWED BY AGENCY FISCAL PERSONNEL. EACH MEMBER OF THE BOARD HAS THE OPPORTUNITY TO REVIEW THE RETURN AND SUGGEST ANY CHANGES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C KALOS HEALTH, INC. IS COMMITTED TO IDENTIFY AND DISCLOSE ALL INDIVIDUALS THAT MAY HAVE A POTENTIAL TO INFLUENCE OR DIRECT DECISIONS TO HIS/HER OWN GAIN. ALL BOARD MEMBERS AND EMPLOYEES PARTICIPATING IN THE ACTIVITIES AND/OR OPERATIONS OF THE KALOS HEALTH, INC. MUST SIGN A CONFLICT OF INTEREST FORM, AND DISCLOSE ANY DIRECT OR INDIRECT RELATIONSHIP, INVESTMENT OR INTEREST WHICH MAY REQUIRE HIS/HER EXCLUSION FROM PARTICIPATING IN CERTAIN DECISION - MAKING PROCESSES. IN ADDITION, EACH MEMBER OF THE BOARD OF DIRECTORS MUST COMPLETE A DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST FORM. NO EMPLOYEE OF KALOS HEALTH, INC. MAY HAVE EMPLOYMENT, CONSULTING OR OTHER BUSINESS RELATIONSHIP WITH A COMPETITOR, PATIENT/FAMILY, SUPPLIER, OR INVEST IN ANY COMPETITOR OR SUPPLIER (EXCEPT FOR MODERATE HOLDINGS OF PUBLICLY TRADED SECURITIES) UNLESS WRITTEN PERMISSION IS GRANTED BY THE CEO AND CHIEF OPERATING AND FINANCIAL OFFICER IN ADVANCE. OUTSIDE EMPLOYMENT MAY CONSTITUTE A CONFLICT OF INTEREST IF IT PLACES AN EMPLOYEE IN THE POSITION OF APPEARING TO REPRESENT THE AGENCY, INVOLVES SERVICES SIMILAR TO THOSE THE AGENCY PROVIDES OR LESSENS THE EFFICIENCY, ALERTNESS OR PRODUCTIVITY NORMALLY EXPECTED OF EMPLOYEES ON THEIR JOBS. OUTSIDE EMPLOYMENT MAY ALSO CONSTITUTE A CONFLICT OF INTEREST IF EMPLOYEES PERFORM SERVICES EITHER FOR INDIVIDUALS OR ENTITIES THAT MAKE REFERRALS. ALL OUTSIDE EMPLOYMENT THAT IS IN QUESTION MUST BE DISCLOSED TO THE AGENCY AND BE EVALUATED BY THE CHIEF OPERATING AND FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS CHARGED BY THE BOARD OF DIRECTORS WITH THE RESPONSIBILITY TO DETERMINE THE COMPENSATION OF THE CHIEF EXECUTIVE & CHIEF OPERATING AND FINANCIAL OFFICER. THE PURPOSE OF THIS COMMITTEE IS TO: APPROVE THE ANNUAL PERFORMANCE STANDARDS OF THE EXECUTIVE DIRECTOR. DETERMINE APPROPRIATE PERFORMANCE MEASURES AND ESTABLISH CRITERIA FOR ANY INCENTIVE BASED COMPENSATION. CONDUCT THE ANNUAL PERFORMANCE APPRAISAL. DETERMINE THE TOTAL COMPENSATION PACKAGE. ANNUALLY REVIEW, AND APPROVE ANY CHANGE TO, THE TOTAL COMPENSATION OF THE CHIEF EXECUTIVE & CHIEF OPERATING AND FINANCIAL OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST OVER THE PHONE, IN WRITING, AND VIA E-MAIL. THE 990 IS ALSO AVAILABLE TO THE PUBLIC THROUGH THE GUIDESTAR AND NY AGS WEBSITES. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A THE HOSPICE AND PALLIATIVE CARE GROUP, INC. (THE GROUP) PERFORMS SOME MANAGEMENT, FUNDRAISING AND ADMINISTRATIVE SERVICES FOR KALOS HEALTH, INC. THE GROUP CHARGES KALOS HEALTH, INC. A MANAGEMENT FEE FOR THESE SERVICES WHICH INCLUDES THE PAYROLL RELATED EXPENSES OF THE CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING AND FINANCIAL OFFICER. THESE INDIVIDUALS MEET THE DEFINITION OF OFFICERS OF KALOS HEALTH, INC. ACCORDING TO THE IRS 990 INSTRUCTIONS. HOWEVER, KALOS HEALTH, INC.'S AND THE GROUP'S RELATIONSHIP DOES NOT MEET THE DEFINITION OF RELATED PARTIES PER THE IRS 990 INSTRUCTIONS, AND THEREFORE THEIR WAGE INFORMATION HAS NOT BEEN REPORTED ON PART VII,SECTION A NOR ON SCHEDULE J. FORM 990, PART IX, LINE 11G PROVIDER EXPENSES: PROGRAM SERVICE EXPENSES 21,874,902. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,874,902. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,926. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,926. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.