2026-07-20T10:40:52-05:00 2025-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2025-01-01 141633614 IROQUOIS HEALTHCARE ALLIANCE INC IROQ 5183835060 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 KEVIN KERWIN PRESIDENT & CEO 5183835060 2026-07-16 1 DESIREE M BENNETT P01263666 3154463600 2026-07-16 2025 2025-03-06 01:10:19Z KEVIN KERWIN 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 1199684 0 X WWW.IROQUOIS.ORG X 1981 NY TO SERVE AS A RESOURCE AND LEADER TO SUPPORT OUR MEMBERS AND THE COMMUNITIES THEY SERVE THROUGH ADVOCACY, EDUCATION, INFORMATION, COST-SAVING INITIATIVES AND BUSINESS SOLUTIONS. 34 34 12 34 0 0 0 0 842792 1088379 56757 69494 0 0 899549 1157873 0 0 0 0 773671 673916 0 0 0 281220 329293 1054891 1003209 -155342 154664 2636386 2985733 1316820 1391048 1319566 1594685 TO PROVIDE AN ORGANIZATION THROUGH WHICH INTERESTS OF HOSPITALS AND HEALTH CARE FACILITIES CAN BE EFFECTIVELY REPRESENTED AT REGIONAL, STATE AND FEDERAL LEVELS. 0 0 THE ALLIANCE REPRESENTS THE CONCERNS OF 40 TO 50 HOSPITALS AND HEALTH SYSTEMS AT THE REGIONAL, STATE AND FEDERAL LEVEL. 0 0 1 1 0 0 0 1 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 0 1 0 0 1 3 0 1 12 1 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THOMAS W HOSEY CPA CFOCOO 5183487442 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 RICH DUVALL DIRECTOR 0.50 0.50 X 0 0 0 ROBERT CORONA DIRECTOR 0.50 0.50 X 0 0 0 SEAN FADALE PAST CHAIR 0.50 0.50 X X 0 0 0 PAUL A MILTON DIRECTOR 0.50 0.50 X 0 0 0 DIERDRA SORRELL DIRECTOR 0.50 0.50 X 0 0 0 GERALD R CAYER DIRECTOR 0.50 0.50 X 0 0 0 KATHRYN CONNERTON DIRECTOR 0.50 0.50 X 0 0 0 MICHELLE LEBEAU VICE CHAIR 0.50 0.50 X X 0 0 0 THOMAS CARMAN DIRECTOR 0.50 0.50 X 0 0 0 JOHN CARRIGG DIRECTOR 0.50 0.50 X 0 0 0 AARON KRAMER DIRECTOR 0.50 0.50 X 0 0 0 PAUL SCIMECA CHAIR 0.50 0.50 X X 0 0 0 ROBERT ORTMYER DIRECTOR 0.50 0.50 X 0 0 0 JEFF COAKLEY DIRECTOR 0.50 0.50 X 0 0 0 ANNEMARIE WALKER-CZYZ TREASURER 0.50 0.50 X X 0 0 0 JENNIFER YARTYM DIRECTOR 0.50 0.50 X 0 0 0 DONNA MCGREGOR DIRECTOR 0.50 0.50 X 0 0 0 JILL VANKUREN DIRECTOR 0.50 0.50 X 0 0 0 SUSAN OAKES DIRECTOR 0.50 0.50 X 0 0 0 DOROTHY URSCHEL DIRECTOR 0.50 0.50 X 0 0 0 SETH KRONENBERG SECRETARY 0.50 0.50 X X 0 0 0 MICHAEL BACKUS DIRECTOR 0.50 0.50 X 0 0 0 JEFFREY METHVEN DIRECTOR 0.50 0.50 X 0 0 0 ROLLAND BOJO DIRECTOR 0.50 0.50 X 0 0 0 SCOTT BERLUCCHI DIRECTOR 0.50 0.50 X 0 0 0 JASON MOUZAKAS DIRECTOR 0.50 0.50 X 0 0 0 STACI THOMPSON DIRECTOR 0.50 0.50 X 0 0 0 HENRY WEIL DIRECTOR 0.50 0.50 X 0 0 0 MICHAEL HOCHMAN DIRECTOR 0.50 0.50 X 0 0 0 FELISSA KOERNIG DIRECTOR 0.50 0.50 X 0 0 0 KELLY TIERNAN DIRECTOR 0.50 0.50 X 0 0 0 ROBERT LAWLIS DIRECTOR 0.50 0.50 X 0 0 0 CECIL MILLER DIRECTOR 0.50 0.50 X 0 0 0 WILLIAM LECATES DIRECTOR 0.50 0.50 X 0 0 0 KEVIN KERWIN PRESIDENT & CEO 10.00 30.00 X 102664 301795 58306 THOMAS HOSEY CHIEF FINANCIAL OFFICER 4.00 36.00 X 31190 273902 51325 EILEEN MURPHY SR. DIRECTOR OF SPECIAL PR 0.00 40.00 X 0 188646 11401 DONNA GAMMARATO EXECUTIVE DIRECTOR -UISS 0.00 40.00 X 0 289938 15227 KATHLEEN KIRVIN VP MARKETING & COMMUNICATI 9.00 31.00 X 36131 122411 9457 FRANCINE FREISE ASSOC EXECUTIVE DIRECTOR - UISS 0.00 40.00 X 0 216185 14229 TOSHA GRIMMER EXECUTIVE DIRECTOR - CGHCP 0.00 40.00 X 0 187175 42558 ANDREW NAULT DIRECTOR, BUSINESS DEVELOP 0.00 40.00 X 0 147990 32878 LAUREN FORD VP STRATEGY AND ANALYTICS 12.00 28.00 X 41618 92196 22052 GRAZIA YAEGER ASSOC EXECUTIVE DIRECTOR - CGHCP 0.00 40.00 X 0 133168 42633 CRAIG TYNAN EDUCATIONAL PARTNERSHIP MANAGER 0.00 40.00 X 0 113866 2934 MARY VAUGHAN DIRECTOR OF CUSTOMER SERVICE 0.00 40.00 X 0 106464 9582 GARY FITZGERALD FORMER RETIRED PRESIDENT & CEO 20.00 20.00 X 301250 292652 50990 512853 2466388 363572 2 1 1 0 0 MEMBERSHIP DUES 812900 1088379 1088379 1088379 48695 48695 62610 41811 20799 20799 20799 1157873 1088379 0 69494 192187 405027 21401 28999 26302 5000 6048 16517 4000 6807 13360 11000 27134 2140 CONSULTANT SERVICES 174962 CREDIT LOSS EXPENSE 46759 DUES & SUBSCRIPTIONS 12514 MISCELLANEOUS 3052 1003209 21926 47363 146192 150960 118894 94449 10492 11195 4856 4856 0 0 2338882 2681766 2636386 2985733 107280 59088 1111301 1276069 98239 55891 1316820 1391048 X 1319566 1594685 1319566 1594685 2636386 2985733 154664 120455 0 X X 0 1 X 1 0 5000 0 UHAP PAC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 5000 0 1 0 0 PART I-A, LINE 1: CONTRIBUTIONS TO POLITICAL ACTION CAMPAIGN 0 1 X 4856 4856 0 0 DUE TO AFFLIATES 55891 55891 X PART IV, LINE 2B: THE ALLIANCE HAS A 457(B) DEFERRED COMPENSATION PLAN ON BEHALF OF CERTAIN EXECUTIVES WHICH PROVIDE FOR A FIXED AMOUNT OF THEIR SALARIES TO BE DEPOSITED UNDER THE ALLIANCE'S CONTROL INTO MUTUAL FUNDS SELECTED BY THE EMPLOYEES UNTIL THE EMPLOYEES ELECT TO DISCONTINUE THE AGREEMENT OR WITHDRAW THE FUNDS IN ACCORDANCE WITH THE PLAN PROVISIONS. PART X, LINE 2: THE IROQUOIS ALLIANCE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ALLIANCE IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. THE TAX RETURN IS PREPARED AND FILED BASED ON INTERPRETATIONS OF TAX LAWS AND REGULATIONS. THE TAX RETURN IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES IN THE NORMAL COURSE OF BUSINESS. SUCH EXAMINATIONS MAY RESULT IN FUTURE TAX, INTEREST AND PENALTY ASSESSMENTS BY THESE TAXING AUTHORITIES. IN DETERMINING TAX EXPENSE FOR FINANCIAL REPORTING PURPOSES, A RESERVE IS ESTABLISHED FOR UNCERTAIN INCOME TAX POSITIONS UNLESS IT IS DETERMINED TO BE "MORE LIKELY THAN NOT" THAT SUCH TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION, BASED ON THEIR TECHNICAL MERITS. THAT IS, FOR FINANCIAL REPORTING PURPOSES, TAX BENEFITS TAKEN ON THE TAX RETURN ARE RECOGNIZED ONLY IF MANAGEMENT BELIEVES IT IS "MORE LIKELY THAN NOT" THAT SUCH TAX POSITIONS WOULD BE SUSTAINED. TAX RESERVE ESTIMATES ARE ADJUSTED PERIODICALLY BECAUSE OF CHANGES IN TAX LAWS, REGULATIONS AND INTERPRETATIONS. THE CONSOLIDATED TAX EXPENSE OF ANY GIVEN YEAR INCLUDES ADJUSTMENTS TO PRIOR YEAR INCOME TAX RESERVE AND RELATED ESTIMATED INTEREST CHARGES THAT ARE CONSIDERED APPROPRIATE. POLICY IS TO RECOGNIZE, WHEN APPLICABLE, INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS PART OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2025 AND 2024, THERE WERE NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS NOR ANY RELATED ACCRUED INTEREST OR PENALTIES. 0 0 0 GARY FITZGERALD FORMER RETIRED PRESIDENT & CEO 239621 232781 61629 59871 0 0 12427 12073 13437 13053 327114 317778 0 0 KEVIN KERWIN PRESIDENT & CEO 87028 255831 15636 45964 0 0 6054 17798 8745 25709 117463 345302 0 0 THOMAS HOSEY CHIEF FINANCIAL OFFICER 25133 220709 6057 53193 0 0 1765 15501 3482 30577 36437 319980 0 0 DONNA GAMMARATO EXECUTIVE DIRECTOR -UISS 0 222932 0 67006 0 0 0 15227 0 0 0 305165 0 0 FRANCINE FREISE ASSOC EXECUTIVE DIRECTOR - UISS 0 183044 0 33141 0 0 0 12833 0 1396 0 230414 0 0 TOSHA GRIMMER EXECUTIVE DIRECTOR - CGHCP 0 155030 0 32145 0 0 0 8104 0 34454 0 229733 0 0 EILEEN MURPHY SR. DIRECTOR OF SPECIAL PR 0 162866 0 25780 0 0 0 11401 0 0 0 200047 0 0 ANDREW NAULT DIRECTOR, BUSINESS DEVELOP 0 123944 0 24046 0 0 0 9100 0 23778 0 180868 0 0 GRAZIA YAEGER ASSOC EXECUTIVE DIRECTOR - CGHCP 0 127897 0 5271 0 0 0 2928 0 39705 0 175801 0 0 KATHLEEN KIRVIN VP MARKETING & COMMUNICATI 30788 104308 5343 18103 0 0 2155 7302 0 0 38286 129713 0 0 LAUREN FORD VP STRATEGY AND ANALYTICS 34297 75978 7321 16218 0 0 2508 5555 4351 9638 48477 107389 0 0 PART I, LINE 3: THE ALLIANCE IS AN AFFILIATE OF IROQUOIS HEATHCARE ASSOCIATION, INC. (ASSOCIATION). THE ASSOCIATION USED THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY/STUDY 5. APPROVAL BY COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE CEO OF EACH MEMBER ORGANIZATION IS AUTOMATICALLY A BOARD MEMBER. THE BOARD MEMBERS ELECT THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B AS PART OF THE ANNUAL AUDIT, OUR INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES THE FORM 990 AND RELATED SUPPORTING SCHEDULES FROM OUR INTERNAL RECORDS. WE DESIGNATE AN INDIVIDUAL(S) WITH SUITABLE SKILL, KNOWLEDGE OR EXPERIENCE TO OVERSEE THESE SERVICES (I.E. THE CEO, CFO/COO AND/OR VP FINANCE) AND WE MAKE ALL MANAGEMENT DECISIONS AND PERFORM ALL MANAGEMENT FUNCTIONS. WE HAVE REVIEWED, APPROVED, AND ACCEPTED RESPONSIBILITY FOR FORM 990 AND THE RELATED SUPPORTING SCHEDULES AND BELIEVE THEY ARE ADEQUATELY SUPPORTED BY THE BOOKS AND RECORDS OF IROQUOIS HEALTHCARE ALLIANCE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE BOARD MEMBERS ARE ASKED TO COMPLETE A CONFLICT OF INTEREST STATEMENT TO DOCUMENT ANY POTENTIAL CONFLICTS OF INTEREST. ALLIANCE STAFF MEMBERS REVIEW THE STATEMENTS TO IDENTIFY ANY CONFLICTS OF INTEREST THAT NEED TO BE DISCLOSED BEFORE THE BOARD VOTES ON RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND APPROVES ALL COMPENSATION ADJUSTMENTS FOR THE CEO. IF NECESSARY, AN INDEPENDENT CONSULTANT EVALUATES AND RECOMMENDS SALARY RANGES. SEE FORM 990, SCHEDULE J, PART III FOR ADDITIONAL DETAILS. THE PRESIDENT/CEO EVALUATES OTHER OFFICER AND KEY EMPLOYEE SALARIES BASED ON COMPARABLE DATA FROM COMPENSATION SURVEYS AND STUDIES OF SIMILAR ORGANIZATIONS. APPROPRIATE PUBLISHED SALARY GUIDES ARE ALSO UTILIZED. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IROQUOIS HEALTHCARE ASSOCIATION INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 150530217 SERVE MEMBER HOSPITALS BY DEVELOPING AND COORDINATING PROGRAMS NY 501(C)(3) LINE 10 N/A 0 CARING GENE HEALTHCARE CAREER PATHWAYS INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 993019895 FACILITATE NYSDOH'S CAREER PATHWAYS TRAINING PROGRAM NY 501(C)(3) LINE 7 IROQUOIS HEALTHCARE ASSOCIATION INC 0 UNITED IROQUIOS SHARED SERVICES INC 15 EXECUTIVE PARK DRIVE CLIFTON PARK NY 12065 161204933 PROVIDE CENTRALIZED PURCHASING SERVICES TO ITS MEMBERS NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0