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Nonprofit · EIN 82-2588423

INCLUSIVE ALLIANCE IPA INC

Tax-exempt · ROCHESTER, NY 14604

Financials

$898K$763K2023$316K$491K2024$404K$429K2025
Revenue Expenses · by fiscal year end
Financials of INCLUSIVE ALLIANCE IPA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$403,698$428,701-$25,003$151,329$93,008$58,321
December 31, 2024990$316,452$491,197-$174,745$147,331$64,007$83,324
December 31, 2023990$897,785$762,653$135,132$285,583$27,514$258,069
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$373,249
Program service revenue
$30,126
Investment income
$323
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$92,351
Other salaries and wages
$141,515
Salaries, compensation and benefits (total)
$271,739
Professional fundraising fees
$0
Legal fees
$1,487
Accounting fees
$10,183
Travel
$6,051
Program services (functional)
$368,683
Management and general (functional)
$60,018

Balance sheet and other

Total assets, start of year
$147,331
Total assets, end of year
$151,329
Total liabilities, end of year
$93,008
Net assets, end of year
$58,321
Net assets without donor restrictions
$28,508
Net assets with donor restrictions
$29,813
Gross receipts
$403,698
Employees
5
Volunteers
34
Year formed
2016
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ELIZABETH GCROCKETTEXECUTIVE DIRECTOR (CURRENT)
Officer
40$51,314$2,179
TANIA ANDERSONPRESIDENT (CURRENT)
Trustee or director, Officer
1$0$0
LISA DUNN ALFORDDIRECTOR
Trustee or director
1$0$0
JOAN ROYLEDIRECTOR (FORMER)
Trustee or director
1$0$0
STEVEN BULGERDIRECTOR
Trustee or director
1$0$0
KATE WEIDMANVICE PRESIDENT
Trustee or director, Officer
1$0$0
KARI JOHNSONSECRETARY
Trustee or director, Officer
1$0$0
AMY EELLSDIRECTOR
Trustee or director
1$0$0
BETH HENDERSONTREASURER (CURRENT)
Trustee or director, Officer
1$0$0
KATHLEEN GAETANODIRECTOR
Trustee or director
1$0$0
WILLIAM NICHOLSONDIRECTOR
Trustee or director
1$0$0
BETH HURNY-FRICANODIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2024: 12 people
NameTitleHours / weekCompensationOther / benefits
LAUREN WETTERHAHNEXECUTIVE DIRECTOR
Officer
40$99,636$11,612
TANIA ANDERSONPRESIDENT
Trustee or director, Officer
1$0$0
ELIZABETH GCROCKETTSECRETARY
Trustee or director, Officer
1$0$0
BRIAN FAYTREASURER
Trustee or director, Officer
1$0$0
LISA DUNN ALFORDDIRECTOR
Trustee or director
1$0$0
JOAN ROYLEDIRECTOR
Trustee or director
1$0$0
DIANE COOPER-CURRIERVICE PRESIDENT
Trustee or director, Officer
1$0$0
STEVEN BULGERDIRECTOR
Trustee or director
1$0$0
KATE WEIDMANDIRECTOR
Trustee or director
1$0$0
KARI JOHNSONDIRECTOR
Trustee or director
1$0$0
AMY EELLSDIRECTOR
Trustee or director
1$0$0
BETH HENDERSONDIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
LAUREN WETTERHAHBEXECUTIVE DIRECTOR
Officer
40$94,653$11,231
TANIA ANDERSONPRESIDENT
Trustee or director, Officer
1$0$0
ELIZABETH GCROCKETTSECRETARY
Trustee or director, Officer
1$0$0
BRIAN FAYTREASURER
Trustee or director, Officer
1$0$0
LISA DUNN ALFORDDIRECTOR
Trustee or director
1$0$0
MASON KAUFMANDIRECTOR
Trustee or director
1$0$0
PAULETTE PURDYDIRECTOR
Trustee or director
1$0$0
JOAN ROYLEDIRECTOR
Trustee or director
1$0$0
DIANE COOPER-CURRIERVICE PRESIDENT
Trustee or director, Officer
1$0$0
SHARI WEISSDIRECTOR
Trustee or director
1$0$0
STEFANIE SAVORYDIRECTOR
Trustee or director
1$0$0
KRISTIAN PETERSONDIRECTOR
Trustee or director
1$0$0
STEVEN BULGERDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1600 BAUSCH AND LOMB PL, ROCHESTER, NY 14604-2711
In care of
% ELIZABETH G CROCKETT
Principal officer (990 for 2025)
TANIA ANDERSON, 1010 JAMES STREET, SYRACUSE, NY 13203
Signed the 990
TANIA ANDERSON, PRESIDENT
Phone
(315) 899-1043
Return prepared by
GROSSMAN ST AMOUR CPAS PLLC

Mission

THE OVERARCHING PURPOSE OF THE INCLUSIVE ALLIANCE IS TO CLINICALLY INTEGRATE A DIVERSE,INNOVATIVE NETWORK OF PROVIDERS. IN THE CHANGING HEALTHCARE LANDSCAPE, THE ABILITY TO WORK COLLECTIVELY WILL ENABLE ALL MEMBERS TO CONTINUE TO PROVIDE THE HIGHEST QUALITY OF CARE, DECREASE ADMINISTRATIVE COSTS, AND ASSIST AGENCIES IN THE PREPARATION OF TRANSITION TO MANAGED CARE.

990 for the year ended December 31, 2025

Program accomplishments

  • TO PREPARE MEMBERS FOR MANAGED CARE AND THE TRANSITION TO VALUE-BASED PAYMENT (VBP) BY DEFINING QUALITY IMPROVEMENT STANDARDS, COORDINATE AND ENHANCE ADVOCACY EFFORTS AND INCREASE ADMINISTRATIVE EFFICIENCIES.
    Expenses $368,683 · revenue $30,126

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-2588423
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E12)
Assets (IRS master file)
$151,329
Income (IRS master file)
$403,698

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$403,698$428,701$151,329XML
990December 2024$316,452$491,197$147,331IRS
990December 2023$897,785$762,653$285,583XML
990December 2022$939,870$936,128$1,060,396IRS
990December 2021–––IRS
990-EZDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-2588423).

Questions about INCLUSIVE ALLIANCE IPA INC

What is the EIN of INCLUSIVE ALLIANCE IPA INC?
The employer identification number (EIN) of INCLUSIVE ALLIANCE IPA INC is 82-2588423.
Is INCLUSIVE ALLIANCE IPA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to INCLUSIVE ALLIANCE IPA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does INCLUSIVE ALLIANCE IPA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of INCLUSIVE ALLIANCE IPA INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INCLUSIVE ALLIANCE IPA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of INCLUSIVE ALLIANCE IPA INC?
The 990 for the year ended December 31, 2025 names TANIA ANDERSON.
Who are the officers and directors of INCLUSIVE ALLIANCE IPA INC?
The 990 for the year ended December 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $51,314 (ELIZABETH GCROCKETT, EXECUTIVE DIRECTOR (CURRENT)).
How much revenue does INCLUSIVE ALLIANCE IPA INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $403,698, expenses of $428,701 and total assets of $151,329 at year end.

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