2025-11-17T12:32:44-06:00 2024-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2024-01-01 161417199 INDEPENDENT HEALTH FOUNDATION INDE 7166313001 777 INTERNATIONAL DRIVE BUFFALO NY 14221 MICHAEL W CROPP MD PRESIDENT 7166313001 2025-11-17 1 0 SHAWNA M JANSONS P01222873 3174648600 2024 2025-03-06 01:10:19Z MICHAEL W CROPP MD 777 INTERNATIONAL DRIVE BUFFALO NY 14221 2869299 0 X WWW.INDEPENDENTHEALTH.COM/FOUNDATION X 1992 NY TO IMPROVE THE HEALTH AND WELL BEING OF WESTERN NEW YORK RESIDENTS THROUGH AWARENESS, PREVENTION, WELLNESS, AND OTHER EDUCATION PROGRAMS FOCUSED ON COMMUNITY HEALTH PRIORITIES. 14 11 125 155 0 0 3125911 2437810 56489 40592 60582 92402 0 0 3242982 2570804 134852 92184 0 0 1739040 1714259 0 0 47409 1259366 1230954 3133258 3037397 109724 -466593 2208933 1617562 403466 281553 1805467 1336009 X TO IMPROVE THE HEALTH AND WELL BEING OF WESTERN NEW YORK RESIDENTS THROUGH AWARENESS, PREVENTION, WELLNESS, AND OTHER EDUCATION PROGRAMS FOCUSED ON COMMUNITY HEALTH PRIORITIES. 0 0 2750903 92184 40592 IN SUPPORT OF INDEPENDENT HEALTH ASSOCIATION'S PRIORITIES, THE PURPOSE OF THE FOUNDATION IS TO IMPROVE THE HEALTH AND WELL BEING OF WNY RESIDENTS THROUGH HEALTH AWARENESS, PREVENTION, WELLNESS EDUCATION AND OTHER PROGRAMS FOCUSED ON COMMUNITY HEALTH PRIORITIES. SEE SCHEDULE O FOR ADDITIONAL DETAILS. 2750903 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 57 0 1 125 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 11 1 0 0 0 1 1 0 1 0 1 0 1 1 1 1 1 1 0 0 0 NY X JARED GROSS - CFO 7166313001 511 FARBER LAKES DRIVE BUFFALO NY 14221 MICHAEL W CROPP MD PRESIDENT 1.00 51.00 X X 0 1908011 583975 JOHN REID RODGERS VICE CHAIRPERSON 1.00 50.00 X X 0 1455354 497886 PATRICIA C CLABEAUX BOARD MEMBER 1.00 45.00 X 0 898576 377220 KAREN BRIM TREASURER (END 10/24) 1.00 20.00 X X 0 157966 73790 YVONNE S MINOR-RAGAN PHD BOARD MEMBER 1.00 4.00 X 0 46500 411 STUART H ANGERT CHAIRPERSON 3.00 0.00 X X 0 0 0 ANN MCCARTHY SECRETARY 1.00 0.00 X X 0 0 0 CASMIRO RODRIQUEZ SR BOARD MEMBER (END 04/24) 1.00 0.00 X 0 0 0 DINORAH BAINES BOARD MEMBER (BEG 04/24) 1.00 0.00 X 0 0 0 JOHN ANTKOWIAK MD BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN N WALSH III BOARD MEMBER 1.00 0.00 X 0 0 0 MAGGIE NICHOLS BOARD MEMBER 1.00 0.00 X 0 0 0 OSWALDO MESTRE JR BOARD MEMBER 1.00 0.00 X 0 0 0 PASTOR RICHARD D HAGUE JR BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN TUCKER MBA BOARD MEMBER 1.00 0.00 X 0 0 0 TANYA STAPLES BOARD MEMBER 1.00 0.00 X 0 0 0 SHERRYL PEZZINO DIR. OF FINANCE (BEG 07/24) 1.00 54.00 X 0 234311 126343 STEVEN TIMMEL DIR. OF FINANCE (END 06/24) 1.00 19.00 X 0 221983 39356 CARRIE MEYER EXECUTIVE DIRECTOR 30.00 7.00 X 199972 0 60943 APRIL GAMPP DIRECTOR OF OPERATIONS, IHF 32.00 6.00 X 114824 0 36772 314796 4922701 1796696 2 0 1 0 CHILDREN'S HOSPITAL OF BUFFALO FOUNDATIO 1028 MAIN ST FL 4 BUFFALO NY 14202 PROGRAM SERVICES 172000 1 2000000 437810 38596 2437810 ADMISSION - P.S. EVENT 900099 40592 40592 40592 22242 22242 368655 298495 70160 70160 70160 2570804 40592 0 92402 X 92184 92184 260915 216560 36528 7827 1132301 969945 133704 28652 35212 29226 4930 1056 179883 149387 25114 5382 105948 91936 11539 2473 2625 2179 367 79 20000 16600 2800 600 6191 6191 411574 411264 255 55 73421 73379 35 7 224113 209854 13800 459 23181 22313 715 153 16527 16195 273 59 1301 1295 5 1 10183 8452 1426 305 21536 20489 862 185 PROGRAM SUPPLIES 374624 374624 ARTISTS / SPEAKERS 31230 31230 CORPORATE DUES AND FEES 7907 7673 193 41 RENTAL EVENT EXPENSE 3721 3721 2820 2397 348 75 3037397 2750903 239085 47409 990472 757441 155394 346462 339140 0 18231 13063 50914 15274 45823 35640 659873 464956 0 0 2208933 1617562 359627 257905 43839 23648 403466 281553 X 924427 955790 881040 380219 1805467 1336009 2208933 1617562 X -466593 -9189 1232 5092 X 0 1 X 1 0 X X X 1 INDEPENDENT HEALTH ASSOCIATION INC 161080163 10 1 0 2750903 1 0 2750903 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART 1, LINE 12G, COLUMN VI IN SUPPORT OF INDEPENDENT HEATLH ASSOCIATION, INC.'S MISSION TO PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE, INDEPENDENT HEALTH FOUNDATION HAS SUPPORTED PROGRAMS TOTALING $2,750,903 DURING 2024. SEE SCHEDULE O (PART III) FOR ADDITIONAL DETAIL REGARDING THE PROGRAMS THAT WERE FUNDED. SCHEDULE A, PART IV, SECTION A, LINE 3B: INDEPENDENT HEALTH FOUNDATION KEEPS A COPY OF THE INDEPENDENT HEALTH ASSOCIATION, INC.'S IRS DETERMINATION LETTER ON FILE. IN ADDITION, INDEPENDENT HEALTH FOUNDATION REQUESTED THAT INDEPENDENT HEALTH ASSOCIATION, INC. PROVIDES MANAGEMENT A COMPLETED PUBLIC SUPPORT TEST FOR SCHEDULE A, PART III ON AN ANNUAL BASIS SHOWING THAT THE 509(A)(2) PUBLIC SUPPORT TEST HAS BEEN PASSED. SCHEDULE A, PART IV, SECTION A, LINE 3C: INDEPENDENT HEALTH FOUNDATION DOES NOT PROVIDE ANY DIRECT SUPPORT/GRANTS TO ITS SUPPORTED ORGANIZATION; THEREFORE, NO CONTROLS ARE REQUIRED. SCHEDULE A, PART IV, SECTION A, LINE 6: INDEPENDENT HEALTH FOUNDATION PROVIDES LIMITED SUPPORT TO ORGANIZATIONS ON BEHALF OF AND AT THE DIRECTION OF ITS SUPPORTED ORGANIZATION, INDEPENDENT HEALTH ASSOCIATION. ALL GRANTS THAT ARE MADE THROUGH INDEPENDENT HEALTH FOUNDATION ARE DONE SO TO CARRY OUT THE ACTIVITIES AND PURPOSES OF INDEPENDENT HEALTH ASSOCIATION. GRANTS PROVIDED TO OTHER ORGANIZATIONS MUST ALIGN WITH INDEPENDENT HEALTH FOUNDATION AND INDEPENDENT HEALTH ASSOCIATION, INC.'S MISSIONS. GRANTS ARE MONITORED BY CONDUCTING MONTHLY/QUARTERLY MEETINGS AND/OR REQUESTING UPDATED REPORTS FROM THE GRANTEES TO ENSURE THE FUNDS ARE USED CONSISTENT WITH THE 501(C)(3) PURPOSES AS DESCRIBED IN SECTION 170(C)(2)(B). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50914 15274 35640 35640 INTERCOMPANY PAYABLE - IND. HEALTH 23648 23648 3188382 -9189 624388 18993 634192 2554190 17846 17846 2572036 3657840 624388 624388 3033452 17846 -13901 3945 3037397 PART XI, LINE 2D - OTHER ADJUSTMENTS: NON-SERVICE COST NPPC 13,901. IN-KIND DEPRECIATION -RELEASE 5,092. PART XII, LINE 4B - OTHER ADJUSTMENTS: NON SERVICE COST NPPC -13,901. 1 CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION CO KALEIDA HEALTH 726 EXCHANGE ST BUFFALO NY 14210 161332044 501(C)(3) 12000 0 FIRST NIGHT DONATION, RUBY SPONSORSHIP AND GUS SURVEY PARTICIPATION THE TEACHERS DESK 22 NORTHAMPTON ST BUFFALO NY 14209 472033964 501(C)(3) 25000 0 DONATION TO THE TEACHER'S DESK IN SUPPORT OF PANCHOPACK 2024 NIAGARA FALLS HOUSING AUTHORITY 744 TENTH ST NIAGARA FALLS NY 14301 160874434 GOVERNMENT ENTITY 5250 0 GOOD FOR THE NEIGHBORHOOD, EVENT EXPENSES RURAL OUTREACH CENTER INC 730 OLEAN RD EAST AURORA NY 14052 460817544 501(C)(3) 5250 0 GOOD FOR THE NEIGHBORHOOD, EVENT EXPENSES 4 0 PART I, LINE 2: DONATIONS/CONTRIBUTIONS: ONLY REMIT TO COLLABORATING COMMUNITY PARTNERS WHO ALIGN WITH OUR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF THE WNY COMMUNITY. THE GRANTS OR SPONSORSHIPS ARE RECORDED IN THE FINANCIAL SYSTEM'S GENERAL LEDGER AS COMMUNITY PROGRAMS AND COPIES OF ALL PAYMENTS ARE KEPT ON FILE. 0 1 0 0 0 0 0 0 0 MICHAEL W CROPP MD PRESIDENT 0 1174601 0 701649 0 31761 0 569958 0 14017 0 2491986 0 221450 JOHN REID RODGERS VICE CHAIRPERSON 0 627206 0 792305 0 35843 0 464090 0 33796 0 1953240 0 562013 PATRICIA C CLABEAUX BOARD MEMBER 0 411367 0 479381 0 7828 0 322472 0 54748 0 1275796 0 348467 SHERRYL PEZZINO DIR. OF FINANCE (BEG 07/24) 0 201600 0 29729 0 2982 0 95350 0 30993 0 360654 0 0 STEVEN TIMMEL DIR. OF FINANCE (END 06/24) 0 180888 0 39213 0 1882 0 13513 0 25843 0 261339 0 0 CARRIE MEYER EXECUTIVE DIRECTOR 159619 0 39294 0 1059 0 49859 0 11084 0 260915 0 0 0 KAREN BRIM TREASURER (END 10/24) 0 122542 0 5089 0 30335 0 44058 0 29732 0 231756 0 0 APRIL GAMPP DIRECTOR OF OPERATIONS, IHF 103926 0 10248 0 650 0 11101 0 25671 0 151596 0 0 0 PART I, LINE 3 INDEPENDENT HEALTH ASSOCIATION, INC., A RELATED TAX-EXEMPT ORGANIZATION OF INDEPENDENT HEALTH FOUNDATION USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION SURVEY OR STUDY PART I, LINE 4B ELIGIBLE ASSOCIATES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457(A) AND 409(A). ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE ASSOCIATE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: MICHAEL W. CROPP, M.D. - $221,450 JOHN REID RODGERS - $562,013 PATRICIA C. CLABEAUX - $348,467 X ADS & MARKETING 13 22396 FMV X SUPPLIES 5230 11300 FMV X FOOD DONATION 130 4000 FMV X GIFT CARDS 30 900 FMV 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF ITEMS CONTRIBUTED. PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: KIDS RUN (YEARLY) SERVES APPROXIMATELY 11,000 PEOPLE. KIDS RUN WAS CREATED OVER 30 YEARS AGO TO ENCOURAGE FAMILIES TO EXERCISE AND STAY ACTIVE TOGETHER. THIS FREE EVENT HAS GROWN CONTINUALLY EACH YEAR. THIS YEAR THE EVENT WAS HELD IN PERSON AT DELAWARE PARK. WE OPTED TO KEEP THE AT-SCHOOL VERSION OF THE PROGRAM THAT WAS CREATED AS A RESPONSE TO COVID-19 WHERE PARTICIPANTS WERE ABLE TO RUN AT THEIR SCHOOLS AND WERE SENT THE NECESSARY RACE SUPPLIES. ADDITIONALLY, WE KEPT THE AT-HOME OPTION IF FAMILIES WERE UNABLE TO RUN AT DELAWARE PARK. WE MAILED OUT RACE NUMBERS, INSTRUCTIONS, AND MEDALS TO PARTICIPANTS. THIS EVENT TARGETS OVER 8,000 UNDERSERVED FAMILIES THAT ARE OFTEN LACKING THE OPPORTUNITY TO PARTICIPATE IN PHYSICAL ACTIVITIES. KIDS RUN DEMONSTRATES THE IMPORTANCE OF LIVING A HEALTHY LIFESTYLE. KID'S RUN IS A JUNE EVENT FUNDED BY MULTIPLE SOURCES. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. GOOD FOR THE NEIGHBORHOOD (YEAR-LONG) SERVES APPROXIMATELY 3,300 PEOPLE, APPROXIMATELY 100 VOLUNTEERS ASSISTED WITH THIS PROGRAM. GOOD FOR THE NEIGHBORHOOD IS A COMMUNITY-BASED WELLNESS INITIATIVE THAT BRINGS HEALTHY LIVING TRAINING AND LEARNING TOOLS TO AT-RISK NEIGHBORHOODS WHERE ACCESS TO HEALTHCARE IS LIMITED DUE TO SOCIAL AND ECONOMIC BARRIERS. OUR CURRENT AREAS OF FOCUS INCLUDE THE EAST AND WEST BUFFALO, NIAGARA FALLS, LACKAWANNA, AKRON, AND THE RURAL OUTREACH CENTER. THIS PROGRAM ENCOURAGES FAMILIES TO MANAGE AND IMPROVE THEIR HEALTH MORE EFFECTIVELY. GOOD FOR THE NEIGHBORHOOD IS A YEAR-LONG EVENT WITH MULTIPLE SITE VISITS REGULARLY THROUGHOUT THE YEAR. THE PROGRAM IS FUNDED BY THE IHA GRANT AND SMALL SPONSORSHIPS. THE FITNESS FOR KIDS CHALLENGE (SCHOOL YEAR) SERVES APPROXIMATELY: 11,000 CHILDREN. THE FITNESS FOR KIDS CHALLENGE IS A FREE COMMUNITY-WIDE INITIATIVE OFFERED TO ELEMENTARY-AGED CHILDREN IN SCHOOLS THROUGHOUT WESTERN NEW YORK SINCE 2008. THE FITNESS FOR KIDS CHALLENGE PROMOTES HEALTHY HABITS SUCH AS GOOD NUTRITION AND PHYSICAL ACTIVITY BY FOLLOWING THE 9-5-2-1-0+YOU GOALS. THE TOP PARTICIPATING SCHOOLS AND CLASSROOMS CAN WIN REWARDS, INCENTIVES AND EVEN FUNDING TO PURCHASE FITNESS EQUIPMENT OR ENHANCE HEALTH AND WELLNESS PROGRAMMING FOR THEIR SCHOOL THIS INITIATIVE REACHES OVER 11,000 STUDENTS ANNUALLY, IN OVER 45 DIFFERENT SCHOOLS. FITNESS FOR KIDS CHALLENGE IS FUNDED BY MULTIPLE SOURCES. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. FIRST NIGHT BUFFALO (DECEMBER 31) SERVES APPROXIMATELY 133,000 PEOPLE. FIRST NIGHT BUFFALO HAS BEEN A COMMUNITY-WIDE TRADITION IN WESTERN NEW YORK FOR MORE THAN 30 YEARS. FIRST NIGHT BUFFALO IS A FAMILY-FRIENDLY BASH FILLED WITH FUN AND HEALTHY ACTIVITIES FOR ALL TO ENJOY. FAMILIES COULD START EACH YEAR OFF RIGHT BY MAKING FIRST NIGHT BUFFALO PART OF THEIR NEW YEAR'S EVEN TRADITION. THE 2024 EVENT WAS VIRTUAL WITH A FREE ONLINE VIDEO COMPONENT FEATURING LOCAL ENTERTAINMENT, WITH AN OPTION TO PURCHASE A PARTY PACK TO CELEBRATE AT HOME AT AN AFFORDABLE COST. THE PROGRAM IS FUNDED BY MULTIPLE SOURCES, INCLUDING PARTY PACK SALES TO THE PUBLIC. REMAINING FUNDS ARE USED FOR THE FOLLOWING YEAR. SOCCER FOR SUCCESS (85 & 86) & WILSON SERVES APPROXIMATELY 2,500 YOUTH. SOCCER FOR SUCCESS IS A FREE AFTERSCHOOL SOCCER PROGRAM THAT IS PROVIDED IN THE WESTERN NEW YORK REGION TO STUDENTS IN GRADES K-8. THE PROGRAM FOCUSES ON THE ESSENTIALS OF SOCCER, SOCIAL-EMOTIONAL LEARNING, AND COACH MENTORSHIP TO THE STUDENTS, USING A CURRICULUM DEVELOPED BY THE U.S. SOCCER FOUNDATION. FUNDING IS SECURED THROUGH U.S. SOCCER FOUNDATION AND UNITED WAY OF BUFFALO AND ERIE COUNTY, AS WELL AS IHA SUPPORT. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. GROWING UP STRONG (YEAR-LONG) SERVES APPROXIMATELY 4,000 0-3 YEAR OLD CHILDREN. THE GROWING UP STRONG PROGRAM PARTNERS WITH WESTERN NEW YORK PEDIATRIC HEALTH CARE PROVIDERS TO BETTER SUPPORT CHILDREN AGES 0-5 AND PROVIDE THESE CHILDREN AND THEIR FAMILIES THE APPROPRIATE TOOLS AND RESOURCES TO FULLY THRIVE. THE GOALS OF THIS PROJECT ARE TO ENCOURAGE PARENTS AND CAREGIVERS TO ATTEND EARLY CHILDHOOD WELL VISITS, EDUCATE CAREGIVERS ABOUT CHILDHOOD DEVELOPMENT AND MILESTONES, BETTER LINK FAMILIES TO NEEDED SERVICES AND RESOURCES, AND SUPPORT PEDIATRICIANS THROUGH INCREASED ENGAGEMENT. OVERALL, THE PROGRAM SEEKS TO PROVIDE CHILDREN AND CAREGIVERS WITH THE SUPPORT AND RESOURCES TO CREATE A STRONGER DEVELOPMENTAL FOUNDATION, MITIGATING THE POTENTIAL NEED FOR ADDITIONAL INTERVENTIONS IN THE FUTURE. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. WELLNESS PROGRAMS: HEALTHY OPTIONS (YEAR-LONG) SERVES APPROXIMATELY: 45,000. THE HEALTHY OPTIONS PROGRAM AIMS TO EDUCATE OUR COMMUNITY TO MAKE MORE INFORMED DECISIONS WHEN DINING OUT AND WHILE COOKING AT HOME. IT WORKS WITH LOCAL RESTAURANTS AND FOOD TRUCKS TO ANALYZE AND MODIFY MENU ITEMS INTO HEALTHY ALTERNATIVES. THE HEALTHY OPTIONS WEBSITE HAS AN ONLINE DINING GUIDE MAKING IT EASY TO CHOOSE A HEALTHY OPTION WHEREVER YOU ARE. THIS PROGRAM IS FUNDED BY MULTIPLE SOURCES. HEALTHY OPTIONS IS PARTIALLY A WEB-BASED PROGRAM AT WWW.HEALTHYOPTIONSBUFFALO.COM. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. HEALTHY OPTIONS AT HOME (YEAR-LONG) SERVES APPROXIMATELY: 3,000. HEALTHY OPTIONS AT HOME PROVIDES CHILDREN AND THEIR FAMILIES WITH FREE HEALTHY MEAL KITS DELIVERED TO THEIR DOOR TO ENCOURAGE HEALTHY EATING, INCREASE CONFIDENCE IN COOKING HEALTHY MEALS ON A BUDGET AND FAMILY ENGAGEMENT. FAMILIES WHO ENROLL HAVE 4 MEALS DELIVERED (1 PER WEEK FOR 1 MONTH), WHICH INCLUDES ALL THE KITCHEN SUPPLIES NEEDED TO COOK THE MEAL, ALL INGREDIENTS, RECIPE CARDS AND SHOPPING LISTS FOR FUTURE USE. FAMILIES ALSO HAVE ACCESS TO A COOKING DEMONSTRATION VIDEO WITH A LOCAL CHEF TO FOLLOW ALONG WITH, AS WELL AS ACCESS TO OUR REGISTERED DIETITIAN WITH ANY NUTRITION RELATED QUESTIONS. NUTRITION E-NEWSLETTERS ARE SENT WEEKLY WITH ADDITIONAL RECIPES, TIPS AND COMMUNITY RESOURCES. FUNDING IS PROVIDED BY KEYBANK/FIRST NIAGARA FOUNDATION. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. COLON CANCER ALLIANCE GRANT (OPEN-ENDED) THIS PROGRAM WAS FUNDED THROUGH GRANTS FROM THE COLON CANCER ALLIANCE AND IS AN ONGOING EDUCATION AND SCREENING PROGRAM. NOTE: FUNDS ARE NOT REQUIRED TO BE USED BY A CERTAIN DATE-THIS APPLIES TO PAST GRANTS AS WELL. WE CONTINUED TO RUN THE PROGRAM USING PAST FUNDING BY PROMOTING COLON CANCER AWARENESS THROUGH GOOD FOR THE NEIGHBORHOOD EVENTS. ANY REMAINING FUNDS ARE USED THE FOLLOWING YEAR. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL W. CROPP, M.D. AND YVONNE MINOR-RAGAN, PH.D. HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF AN AFFILIATED TAXABLE ENTITY). FORM 990, PART VI, SECTION A, LINE 6 INDEPENDENT HEALTH ASSOCIATION, INC. IS THE SOLE CORPORATE MEMBER OF INDEPENDENT HEALTH FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A INDEPENDENT HEALTH ASSOCIATION, INC. IS THE SOLE CORPORATE MEMBER OF INDEPENDENT HEALTH FOUNDATION AND APPOINTS THE BOARD OF DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B INDEPENDENT HEALTH FOUNDATION DOES NOT HAVE COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. AS SUCH, THERE ARE NO MEETINGS OR WRITTEN ACTIONS TO DOCUMENT. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO THE FILING OF THE IRS FORM 990, IT WAS REVIEWED BY MANAGEMENT & MADE AVAILABLE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C INDEPENDENT HEALTH FOUNDATION (IHF) FOLLOWS INDEPENDENT HEALTH ASSOCIATION, INC.'S (A RELATED TAX-EXEMPT ORGANIZATION OF INDEPENDENT HEALTH FOUNDATION) CORPORATE CONFLICT OF INTEREST REPORTING POLICY. THIS POLICY ENCOMPASSES ALL CURRENT IHF OFFICERS/EMPLOYEES (INCLUDING KEY EMPLOYEES) OF THE ORGANIZATION. EMPLOYEES ARE REQUIRED AS PART OF THEIR EMPLOYMENT WITH IHF TO IMMEDIATELY REPORT CONFLICTS OF INTEREST THAT THEY ARE PARTY TO OR THAT THEY OBSERVED, TO THE MANAGEMENT OR INDEPENDENT HEALTH'S CORPORATE COMPLIANCE OFFICER FOR REVIEW BY THE CONFLICT OF INTEREST COMMITTEE OF INDEPENDENT HEALTH. CONFLICTS ARE ALSO IDENTIFIED ANNUALLY WHEN THE SIGNED EMPLOYEE ATTESTATIONS, CONFIDENTIAL QUESTIONNAIRES & PLEDGE OF CONFIDENTIALITY AND CONTINUING DISCLOSURE FORM (FOR BOD MEMBERS) ARE RECEIVED. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS OR DECISIONS RELATED TO THIS TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE: A COPY OF ITS 990, ITS AUDITED FINANCIAL STATEMENTS, AND ANY OTHER DOCUMENTS AS REQUIRED. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC KAREN BRIM - 114 BAKOS BLVD., BUFFALO, NY 14221. FORM 990, PART IX, LINE 11G RECRUITMENT: PROGRAM SERVICE EXPENSES 7,462. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,462. EVENT PERSONNEL: PROGRAM SERVICE EXPENSES 62,434. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,434. EXTERNAL CONSULTING: PROGRAM SERVICE EXPENSES 312,700. MANAGEMENT AND GENERAL EXPENSES 244. FUNDRAISING EXPENSES 52. TOTAL EXPENSES 312,996. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 28,668. MANAGEMENT AND GENERAL EXPENSES 11. FUNDRAISING EXPENSES 3. TOTAL EXPENSES 28,682. FORM 990, PART XI, LINE 9: IN-KIND DEPRECIATION -RELEASE 5,092. INDEPENDENT HEALTH ASSOCIATION 511 FARBER LAKES DRIVE BUFFALO NY 14221 161080163 SEE SUPPLEMENTAL NY 501(C)(4) N/A 0 INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY 511 FARBER LAKES DRIVE BUFFALO NY 14221 161237733 THIRD PARTY CLAIMS ADMINISTRATION NY N/A C 0 INDEPENDENT HEALTH BENEFITS CORPORATION 511 FARBER LAKES DRIVE BUFFALO NY 14221 161483784 POS AND INDEMNITY PRODUCT ADMINISTRATION NY N/A C 0 MASON INSURANCE COMPANY LTD 16 CHURCH STREET HAMILTON HM-HX BD REINSURANCE BD N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 INDEPENDENT HEALTH ASSOCIATION C 2000000 FMV INDEPENDENT HEALTH ASSOCIATION M 196324 FMV INDEPENDENT HEALTH ASSOCIATION O 305906 FMV INDEPENDENT HEALTH ASSOCIATION Q 194382 FMV INDEPENDENT HEALTH ASSOCIATION P 214572 FMV PART II, COLUMN (B) PRIMARY ACTIVITY - PROVIDE HEALTH RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.