2025-10-30T13:49:04-05:00 2024-12-31 201317788 Bowers & Company CPAS PLLC 1120 Commerce Park Drive East Watertown NY 13601 990 2024-01-01 160973194 Monroe Plan For Medical Care Inc MONR 5852568462 1120 Pittsford-Victor Road Pittsford NY 14534 Michael Messier CFO/EVP 5852568462 2025-10-29 0 Elizabeth Bush P01264627 3157774901 2024 2025-03-06 01:10:19Z MICHAEL MESSIER 1120 Pittsford-Victor Road Pittsford NY 14534 40669815 0 X www.monroeplan.com X 1970 NY Support low-income individuals, working poor and other populations served by government sponsored programs. 10 10 224 0 0 0 0 0 18337813 18840159 2091410 2896748 87076 81345 20516299 21818252 0 0 0 0 17436937 17032884 0 0 0 6039797 6046301 23476734 23079185 -2960435 -1260933 114874413 117514353 5925000 7553328 108949413 109961025 Support low-income individuals, working poor and other populations served by government sponsored programs to improve their health status and that of their family. 0 0 Provide health care support services to government program eligible adults and children. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 24 0 1 224 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 X MICHAEL MESSIER 5852568462 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 SUSAN H MCDANIEL PHD Director 1.00 X 0 5000 0 GABY RAZZOUK MD DIRECTOR 1.00 X 0 0 0 EDITH GRANNUM Secretary 1.00 X 0 5000 0 STEPHANIE FRETZ MD Director 1.00 X 0 0 0 ARTHUR D PELLITTIERI MD Director 1.00 X 0 5000 0 LARRY DENK MD Director 1.00 X 0 5000 0 ELIZABETH NAUMBURG MD Director 1.00 X 0 5000 0 MARDY SANDLER LMSW VICE CHAIRWOMAN 1.00 X X 0 6000 0 RIJAD KARABEGOVIC Treasurer 1.00 X X 0 7500 0 KEVIN PICKHARDT Chairman 1.00 X X 0 10000 0 KIM HESS COO 40.00 X 336984 0 56169 DENNIS GRAZIANO President & CEO 40.00 X 256893 0 40627 MICHAEL MESSIER CFO/EVP 40.00 X 341211 0 62310 George Matthews Chief Medical officer 40.00 X 175000 0 0 CHRISTOPHER LOMBARD DIR OF FINANCE 1.00 40.00 X 0 177664 49295 LESLIE TREZISE DIR CASE DISEASE 1.00 40.00 X 0 205763 50054 JANINE BARRY SVP HR & MARKETING 1.00 40.00 X 0 213272 53422 GEORGE HUGHES SR VP OF FISCAL OPS & VEND 1.00 40.00 X 0 233023 51973 JILL PARKER MANAGER OF HR 1.00 40.00 X 0 135503 45750 Donna Crane Manager of Case Management Services 1.00 40.00 X 0 133775 38917 Jon Bidwell Manager IT/Business Suppor 1.00 40.00 X 0 144051 24896 HOWARD BRILL SR VP OF QUALITY & POP HEA 1.00 40.00 X 0 119328 26157 TODD GLANTON MGR BUSINESS APP 1.00 40.00 X 0 206409 52031 1110088 1617288 551601 4 0 1 0 BASIN TECH CENTRE LLC PO BOX 700 FISHERS NY 14453 RENTAL 147184 SYR OFFICE LLC 747 THIRD AVENUE 37TH FLOOR NEW YORK NY 10017 RENTAL 135748 2 PROGRAM REVENUES 524114 18840159 18840159 18840159 2714686 2714686 19033625 18851563 182062 182062 182062 EMPLOYEE LEASING 621300 76849 76849 MISCELLANEOUS 621300 3080 3080 INTERCO AGREE REVENUE 621300 1416 1416 81345 21818252 18921504 0 2896748 2727376 10045357 861053 2408845 990253 1797289 109062 77273 376668 160742 102950 1677739 96490 212237 45305 22625 163769 Temporary help 466365 TELEPHONE 195952 Operating Lease Expense 182442 MISCELLANEOUS 102327 257066 23079185 421 559 9599629 6346690 2663286 1946890 51435920 51905998 432953 580781 112915 63728 70660 49187 45906690 51814102 4764854 4870146 114874413 117514353 3551433 3644582 1409099 66390 51820 2307177 2447827 5925000 7553328 X 108949413 109961025 108949413 109961025 114874413 117514353 -1260933 2272545 0 X X 0 1 X 1 0 85869 37456 48413 27046 26272 774 49187 LIABILITIES HELD IN TRUST 2061947 Operating Lease Liability 385880 2447827 X Part X, Line 2: Management evaluates any significant tax implications that may effect the financial statements and does not believe that it has taken any positions that would affect the audited statements. X X X X 0 1 0 MICHAEL MESSIER CFO/EVP 254302 0 56000 0 30909 0 20491 0 41819 0 403521 0 0 0 KIM HESS COO 251996 0 54425 0 30563 0 20969 0 35200 0 393153 0 0 0 DENNIS GRAZIANO President & CEO 190122 0 40197 0 26574 0 13500 0 27127 0 297520 0 0 0 GEORGE HUGHES SR VP OF FISCAL OPS & VEND 0 177831 0 34468 0 20724 0 15039 0 36934 0 284996 0 0 JANINE BARRY SVP HR & MARKETING 0 160393 0 32718 0 20161 0 15957 0 37465 0 266694 0 0 TODD GLANTON MGR BUSINESS APP 0 153835 0 32218 0 20356 0 15264 0 36767 0 258440 0 0 LESLIE TREZISE DIR CASE DISEASE 0 152309 0 32218 0 21236 0 13180 0 36874 0 255817 0 0 CHRISTOPHER LOMBARD DIR OF FINANCE 0 133367 0 23132 0 21165 0 12751 0 36544 0 226959 0 0 JILL PARKER MANAGER OF HR 0 99403 0 15321 0 20779 0 9977 0 35773 0 181253 0 0 George Matthews Chief Medical officer 175000 0 0 0 0 0 0 0 0 0 175000 0 0 0 Donna Crane Manager of Case Management Services 0 101723 0 12670 0 19382 0 9573 0 29344 0 172692 0 0 Jon Bidwell Manager IT/Business Suppor 0 107982 0 14952 0 21117 0 10250 0 14646 0 168947 0 0 Part I, Line 4b DENNIS GRAZIANO 457B $20,000 MICHAEL MESSIER 457B $20,000 KIM HESS 457B $20,000 GEORGE HUGHES 457B $20,000 JANINE BARRY 457B $20,000 JILL PARKER 457B $20,000 TODD GLANTON 457B $20,000 LESLIE TREZISE 457B $20,000 CHRISTOPHER LOMBARD 457B $20,000 JON BIDWELL 457B $20,000 DONNA CRANE 457B $20,000 Form 990, Part VI, Section B, line 11b THE CEO/CFO/COO & CHIEF COMPLIANCE OFFICER REVIEW THE 990 BEFORE IT IS FILED WITH THE IRS. IN ADDITION, THE 990 IS PROVIDED TO THE FINANCE/AUDIT COMMITTEE FOR REVIEW AND COMMENT. Form 990, Part VI, Section B, line 12c The Organization requires annual disclosures from Directors, Key Employees and Officers concerning conflicts of interest. The Chief Compliance Officer is responsible for ensuring compliance with this policy. Form 990, Part VI, Section B, line 15 THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION FOR THE PRESIDENT & CEO AND REVIEWS COMPENSATION FOR OTHER KEY EXECUTIVE POSITIONS. Form 990, Part VI, Section C, line 19 FINANCIAL STATEMENTS,TAX RETURNS AND GOVERNING DOCUMENTS are AVAILABLE UPON REQUEST. OTHER policies are available on the organization's website. Form 990, Part XII, Line 2c: The organization has not changed its oversight process from the prior year. YOURCARE IPA LLC 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 454058523 HEALTHCARE NY 25 9727 MONROE PLAN FOR MEDICAL CARE INC YOURCARE HEALTH PLAN INC 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 161500379 HEALTHCARE NY 501(C)(3) Line_10_Organization MONROE PLAN FOR MEDICAL CARE INC 0 MONROE PLAN HOLDINGS INC 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 472080982 HOLDING COMPANY DE MONROE PLAN FOR MED C 9260470 1237729 1.00000 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 YourCare Health Plan Inc E 49418769 YourCare Health Plan Inc J 1416 YourCare Health Plan Inc O 76648 Monroe Plan Holdings Inc E 15886729 Monroe Plan Holdings Inc J 94932 Monroe Plan Holdings Inc O 287832 Monroe Plan Holdings Inc P 4059297