2024-11-11T15:30:52-06:00 2023-12-31 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990 2023-01-01 150532288 HELIO HEALTH INC HELI 3154745506 518 JAMES STREET SYRACUSE NY 13203 KATHLEEN GAFFNEY-BABB PRESIDENT/ CEO 3154745506 2024-11-11 1 1 BENJAMIN NOVAK P01946532 3154227109 2024-11-11 2023 2024-10-15 13:58:12Z X KATHLEEN GAFFNEY-BABB 518 JAMES STREET SYRACUSE NY 13203 100783137 0 X WWW.HELIO.HEALTH X 1920 NY TO TRANSFORM THE LIVES OF THOSE STRUGGLING WITH SUBSTANCE USE AND MENTAL HEALTH DISORDERS. 16 16 1388 38 0 0 25998491 31489594 62095153 68143147 35948 -1814 1334655 1129817 89464247 100760744 0 0 0 0 58022480 65221755 0 0 0 32627458 35195163 90649938 100416918 -1185691 343826 84717470 100671388 64691290 80248305 20026180 20423083 X TO PROMOTE RECOVERY FROM SUBSTANCE USE AND MENTAL HEALTH DISORDERS AND OTHER HEALTH ISSUES. WE TREAT THE WHOLE PERSON BY PROVIDING COMPREHENSIVE SERVICES INCLUDING HEALTHCARE, HOUSING, TRAINING AND FAMILY SUPPORT FOR IMPROVED HEALTH. 0 0 23913173 22956561 OUTPATIENT SERVICES - OUR CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINIC (CCBHC) PROVIDED A COMPREHENSIVE ARRAY OF SERVICES NECESSARY TO CREATE ACCESS, STABILIZE PEOPLE IN CRISIS, AND PROVIDE THE APPROPRIATE TREATMENT FOR THOSE WITH SUBSTANCE USE AND MENTAL HEALTH DISORDERS. THESE SERVICES FOCUSED ON ADDITIONAL INTEGRATION THAT EMPHASIZES RECOVERY, WELLNESS, TRAUMA-INFORMED CARE AND OTHER PHYSICAL-BEHAVIORAL HEALTH NEEDS. AS ONE OF ONLY 13 CCBHCS IN NEW YORK, THE PROGRAMS GOAL IS TO PROVIDE COMPREHENSIVE OUTPATIENT MENTAL HEALTH AND SUBSTANCE USE SERVICES THAT ARE PERSON-CENTERED, TRAUMA-INFORMED AND EVIDENCE-BASED. HELIO HEALTH IS COMMITTED TO DELIVERING SERVICES THAT ARE FLEXIBLE AND MOBILE TO ADAPT TO THE SPECIFIC AND CHANGING NEEDS OF EVERY INDIVIDUAL. THIS PROGRAM PROVIDED 120,789 UNITS OF SERVICE DURING THE YEAR. 12152493 10107513 MEDICALLY SUPERVISED SERVICES AND INPATIENT REHABILITATION - HELIO HEALTH OFFERS MEDICALLY SUPERVISED WITHDRAWAL AND STABILIZATION SERVICES AND INPATIENT REHABILITATION SERVICES IN SYRACUSE, ROCHESTER AND BINGHAMTON, NEW YORK. THESE NYS OASAS CERTIFIED FACILITIES THAT OFFER TREATMENT SERVICES TO THOSE THAT ARE TEMPORARILY INCAPACITATED FROM ALCOHOL AND OTHER SUBSTANCES. MEDICAL AND CLINICAL STAFF ARE ON-SITE 24 HOURS A DAY TO ASSIST PATIENTS IN MANAGING THEIR MILD TO MODERATE WITHDRAWAL SYMPTOMS WITHIN A MEDICALLY STRUCTURED SETTING, PROVIDING A SAFE PLACE TO BEGIN THE RECOVERY PROCESS. INDIVIDUAL AND GROUP COUNSELING ARE COMBINED WITH MEDICAL CARE AND BED REST IN A SAFE AND COMFORTABLE ENVIRONMENT. THE AVERAGE LENGTH OF STAY IS THREE TO FIVE DAYS BUT MAY VARY BASED ON THE SPECIFIC NEEDS OF THE INDIVIDUAL. THESE PROGRAMS SERVED 2,717 INDIVIDUALS IN 2023. 9961192 9700523 RESIDENTIAL TREATMENT SERVICES - HELIO HEALTH OFFERS SEVERAL RESIDENTIAL TREATMENT SERVICES INCLUDING SUPPORTIVE HOUSING AND SINGLE ROOM OCCUPANCY (SRO) SERVICES. SUPPORTIVE HOUSING PROGRAMS ASSIST INDIVIDUALS WITH A SERIOUS PSYCHIATRIC DISABILITY AND HIGH PRIORITY STATUS TO OBTAIN INDEPENDENT APARTMENT LIVING WITHIN THE COMMUNITY BY PROVIDING INDIVIDUALIZED LEVELS OF SUPPORT BASED ON CLIENT NEED. SUPPORTS INCLUDE ASSISTANCE WITH HOUSING SET UP, AND COMMUNICATION WITH PROPERTY OWNERS, FINANCIAL SOURCES, AND TREATMENT TEAMS. PARTICIPANTS ARE ENCOURAGED TO ENGAGE WITH OUTPATIENT TREATMENT AND WELLNESS SELF-MANAGEMENT. SRO'S PROVIDE LONG-TERM, DORMITORY-STYLE HOUSING FOR ADULTS WHO MEET THE CRITERIA FOR SERIOUS MENTAL ILLNESS (SMI). RESIDENCES STAFFED 24/7 WITH SECURE RECEPTION AREAS. ON-SITE STAFF PROVIDES SERVICES INCLUDING MEDICATION SELF-ADMINISTRATION ASSISTANCE, CRISIS INTERVENTION, SKILLS COACHING TO BUILD ACTIVITIES FOR DAILY LIVING, PERSON-CENTERED RECOVERY OPPORTUNITIES, AND SOCIAL AND RECREATIONAL EVENTS. THE SRO'S PROVIDED 53,067 DAYS OF SERVICE IN 2023. 42611688 26358523 42611688 26358523 88638546 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 298 0 1 1388 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JEFFREY JUSTICE 3154745506 518 JAMES STREET SYRACUSE NY 13203 SHANE MCCROHAN ESQ CHAIRPERSON 4.00 X X 0 0 0 MARTIN MCDERMOTT VICE CHAIRPERSON 4.00 X X 0 0 0 LISA MORROW-WHITTAKER SECRETARY 4.00 X X 0 0 0 TRAVIS SMITH TREASURER 4.00 X X 0 0 0 ROBERT JOHNSON BOARD MEMBER 2.00 X 0 0 0 SCOTT LICKSTEIN ESQ BOARD MEMBER 2.00 X 0 0 0 JAMES ANTONACCI BOARD MEMBER 2.00 X 0 0 0 SCOTT MCGUINNESS PHD BOARD MEMBER 2.00 X 0 0 0 JOSEPH ZIKUSKI BOARD MEMBER 2.00 X 0 0 0 CHERYL PUSZTAI BOARD MEMBER 2.00 X 0 0 0 JOHN BALZANO ESQ BOARD MEMBER 2.00 X 0 0 0 DAVID MATHIS BOARD MEMBER 2.00 X 0 0 0 JAMES D'ONOFRIO BOARD MEMBER 2.00 X 0 0 0 HELEN LOPEZ BOARD MEMBER 2.00 X 0 0 0 PATRICIA BUELL BOARD MEMBER 2.00 X 0 0 0 SHANE ATTLEE BOARD MEMBER 2.00 X 0 0 0 KATHLEEN GAFFNEY-BABB PRESIDENT/CEO 40.00 X 367588 0 27249 JEFFREY JUSTICE VP FINANCE AND OPERATIONS 40.00 X 188622 0 33364 ROSS SULLIVAN MEDICAL DIRECTOR 40.00 X 350227 0 29739 FREDERICK SENGSTACKE II PHYSICIAN 40.00 X 287442 0 23537 MOHAMMED AHMER SIDDIQUI PHYSICIAN 40.00 X 276394 0 36525 ARCHANA KATHPAL PHYSICIAN 40.00 X 266016 0 4821 CHRISTINA YAMBO PHYSICIAN 40.00 X 256674 0 26521 SHEILA R SKURPSKI PHYSICIAN 40.00 X 250780 0 12216 2243743 0 193972 52 0 1 0 PAULA ZEBROWSKI MD 375 W ONONDAGA ST SYRACUSE NY 13202 PSYCHIATRIST 350625 MIHAI T SIMIONESCU MD 98 N 2ND ST FULTON NY 13069 PSYCHIATRIST 333385 TIMOTHY WIEGAND MD 11 BEECHBROOK LANE ROCHESTER NY 14625 MEDICAL 227016 GEORGE A KOZMINSKI MD 18 JORDAN RD NEW HARTFORD NY 13413 MEDICAL 222125 PSYCHIATRIC NP HEALTHCARE OF CNY PC PO BOX 2153 LIVERPOOL NY 13089 MEDICAL 214725 11 31199635 289959 31489594 MEDICAID AND MEDICARE 624100 57082344 57082344 CLIENT FEES 624100 5070988 5070988 FEES AND GOVERNMENT AGENCIES 624100 2826530 2826530 OTHER THIRD PARTY PROVIDERS 624100 2613855 2613855 FOOD STAMPS 624100 298353 298353 251077 251077 68143147 20579 20579 149844 0 149844 149844 149844 7242 15151 -7242 -15151 -22393 -22393 MISCELLANEOUS REVENUE 900099 979973 979973 979973 100760744 69123120 0 148030 996789 379966 616823 51594822 45609291 5985531 1202238 1001833 200405 6105860 5238393 867467 5322046 4795354 526692 20241 20241 165568 33234 132334 117117 10000 107117 6644725 5875901 768824 303133 231743 71390 1194969 1021124 173845 1399108 1315764 83344 900032 827059 72973 1042714 784636 258078 1039521 627064 412457 2795176 2660865 134311 1175799 957654 218145 EQUIPMENT RENTAL & LEAS 7289220 6717654 571566 PROGRAM EXPENSE 6414265 6204845 209420 MAINTENANCE AND REPAIRS 2457715 2141209 316506 BAD DEBTS, UNCOMPENSATE 2150941 2150941 84919 33775 51144 100416918 88638546 11778372 0 672969 1097815 29109 1673 4386488 7696108 6857283 5721499 2351323 704370 97125020 20502825 64614196 76622195 467543 520802 5338559 8306926 84717470 100671388 7125228 8443070 7838206 8687096 2820491 3049959 35218115 41859016 1300000 3103458 10389250 15105706 64691290 80248305 X 19477372 19821198 548808 601885 20026180 20423083 84717470 100671388 X 343826 53259 -182 X 0 1 X 1 1 1 X 11700186 13469245 29906736 25998491 31489594 112564252 11700186 13469245 29906736 25998491 31489594 112564252 112564252 36043 8494 15719 99182 170423 329861 112894113 262947817 0.99710 0.99700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 81265 -182 81083 55269 25996 81265 51494 3775 55269 47719 3775 51494 40602 7117 47719 1.00000 1 0 1413016 1413016 65371846 17818893 47552953 6526303 2683932 3842371 23813855 23813855 76622195 BENEFICIAL INTEREST IN PERPETUAL TRUST 81083 DUE FROM AFFILIATE 128718 RESTRICTED CASH 2869460 CASH HELD FOR REPRESENTATIVE PAYEE PROGRAM 3049959 OPERATING LEASE RIGHT-OF-USE-ASSET 2177706 8306926 OASAS PROJECT ADVANCES 12928000 OPERATING LEASE LIABILITIES 2177706 15105706 100947622 53259 175000 103247 331506 100616116 144628 144628 100760744 100478838 175000 31548 206548 100272290 144628 144628 100416918 PART IV, LINE 2B: THE REPRESENTATIVE PAYEE PROGRAM INVOLVES THE FINANCIAL MANAGEMENT OF PERSONAL FINANCES ON BEHALF OF CERTIAN PROGRAM PARTICIPANTS WHO ARE DEEMED UNABLE TO MANAGE THEIR FINANCIAL AFFAIRS. THE ORGRANIZATION RECEIVES VARIOUS FUNDS, WHICH ARE DEPOSITED INTO ESCROWED CHECKING AND SAVINGS ACCOUNTS. PART V, LINE 4: THE ENDOWMENT FUNDS INTENDED USE IS TO SUPPORT PROGRAMMATIC ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -182. HELIO HEALTH FOUNDATION, INC. REVENUE 103,429. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS 144,628. PART XII, LINE 2D - OTHER ADJUSTMENTS: HELIO HEALTH FOUNDATION, INC. EXPENSE 31,548. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS 144,628. 1 X X X X 0 0 0 0 0 0 0 0 0 KATHLEEN GAFFNEY-BABB PRESIDENT/CEO 367588 0 0 0 0 0 11044 0 16205 0 394837 0 0 0 ROSS SULLIVAN MEDICAL DIRECTOR 350227 0 0 0 0 0 16244 0 13495 0 379966 0 0 0 MOHAMMED AHMER SIDDIQUI PHYSICIAN 276394 0 0 0 0 0 13865 0 22660 0 312919 0 0 0 FREDERICK SENGSTACKE II PHYSICIAN 287442 0 0 0 0 0 0 0 23537 0 310979 0 0 0 CHRISTINA YAMBO PHYSICIAN 256674 0 0 0 0 0 13059 0 13462 0 283195 0 0 0 ARCHANA KATHPAL PHYSICIAN 266016 0 0 0 0 0 4821 0 0 0 270837 0 0 0 SHEILA R SKURPSKI PHYSICIAN 250780 0 0 0 0 0 3955 0 8261 0 262996 0 0 0 JEFFREY JUSTICE VP FINANCE AND OPERATIONS 188622 0 0 0 0 0 9827 0 23537 0 221986 0 0 0 CONNIE LICKSTEIN CONNIE IS CHIEF LEGAL AND COMPLIANCE OFFICER & IS RELATED TO A BOARD MEMBER 152450 COMPENSATION FOR SERVICES PROVIDED AS CHIEF LEGAL AND COMPLIANCE OFFICER 0 ERIN MUNCY ERIN IS AN IT SPECIALIST AND IS RELATED TO AN OFFICER OF THE COMPANY 64206 COMPENSATION FOR SERVICES PROVIDED AS IT SPECIALIST 0 FORM 990, PART VI, SECTION A, LINE 2 CHIEF LEGAL AND COMPLIANCE OFFICER CONNIE LICKSTEIN IS THE DAUGHTER-IN-LAW OF BOARD MEMBER SCOTT LICKSTEIN. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PROVIDED TO AND REVIEWED BY THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS PERFORMS A REVIEW OF THE CHIEF EXECUTIVE OFFICER (PRESIDENT) ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS USES THE ORGANIZATION'S STRATEGIC EXECUTION PLAN IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL AND PROGRAM OUTCOMES TO EVALUATE THE PRESIDENT'S PERFORMANCE. THE PRESIDENT'S SALARY IS DETERMINED BY, AND VOTED ON, BY THE BOARD OF DIRECTORS. EVERY FEW YEARS THE BOARD OF DIRECTORS' SECURES A COMPENSATION STUDY WITH INDEPENDENT CONSULTANT TO HELP DETERMINE THE PRESIDENT'S COMPENSATION. ANNUAL EVALUATIONS ARE PERFORMED FOR ALL OTHER EMPLOYEES BY THE EMPLOYEE'S DIRECT SUPERVISOR. RAISES ARE GIVEN AS A PERCENTAGE OF WAGES BASED ON BUDGET AND FUNDING AND INDIVIDUAL, PROGRAM, AND AGENCY PERFORMANCE. THE ORIGINAL COPIES OF ALL EMPLOYEES' ANNUAL REVIEWS ARE MAINTAINED IN THE EMPLOYEES PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -182. CATHERINE STREET MANAGING MEMBER LLC 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 821390810 LOW INCOME HOUSING NY 0 0 HELIO HEALTH INC STAR PARK APARTMENTS LLC 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 833461344 LOW INCOME HOUSING NY 1065746 13746752 HELIO HEALTH INC THE HELIO HEALTH FOUNDATION INC 555 EAST GENESEE STREET SYRACUSE NY 13202 474502278 FUNDRAISING FOR HELIO HEALTH NY 501 (C)(3) LINE 12B, II HELIO HEALTH INC 1 STAR PARK APARTMENT HOUSING DEVELOPMENT FUND INC 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 821414521 LOW INCOME HOUSING NY 501 (C)(3) LINE 12A, I HELIO HEALTH INC 1 CNY CATHERINE STREET HOUSING DEVELOPMENT FUND CORPORATION 518 JAMES STREET SUITE 240 SYRACUSE NY 13203 814594779 LOW INCOME HOUSING NY 501 (C)(3) LINE 12A, I HELIO HEALTH INC 1 RIVERVIEW AVENUE APARTMENTS INC 990 JAMES STREET SYRACUSE NY 13203 474817987 LOW INCOME HOUSING NY C 0.22000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0