Civic Intelligence

Western New York Clinical Information Exchange Inc

990 • Fiscal year 2023 • EIN 36-4594483

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization ProfileWWW.WNYHEALTHELINK.COM

View Organization Page

2475 George Urban Boulevard 202Depew, NY 14043

(716) 206-0993

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.18x

Higher debt load relative to assets than 36% of similar nonprofits.

2023 filings • NTEE E • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.20x

Higher debt load relative to revenue than 38% of similar nonprofits.

2023 filings • NTEE E • $10M-$25M nonprofits • Source year 2023

Net Margin

62nd percentile

2.4%

Higher net margin than 62% of similar nonprofits.

2023 filings • NTEE E • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$393,999

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2023 filings • NTEE E • $10M-$25M nonprofits • Source year 2023

Asset Growth

57th percentile

4.9%

Faster asset growth than 57% of similar nonprofits.

2023 filings • NTEE E • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

2.1%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • NTEE E • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$13,404,257

Up $627,397 (+4.9%) from 2022

Net Assets

Up

$10,963,525

Up $296,608 (+2.8%) from 2022

Liabilities

Up

$2,440,732

Up $330,789 (+16%) from 2022

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin62nd percentile

Revenue

Up

$12,468,116

Up $259,908 (+2.1%) from 2022

Expenses

Up

$12,171,508

Up $842,258 (+7.4%) from 2022

Net Income

Down

$296,608

Down $582,350 (-66%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $7,783,818Liabilities 2012: $4,946,941Net Assets 2012: $2,836,8772012Assets 2013: $9,331,133Liabilities 2013: $2,815,713Net Assets 2013: $6,515,4202013Assets 2014: $7,492,317Liabilities 2014: $1,828,004Net Assets 2014: $5,664,3132014Assets 2015: $6,781,487Liabilities 2015: $1,560,800Net Assets 2015: $5,220,6872015Assets 2016: $7,000,865Liabilities 2016: $1,749,843Net Assets 2016: $5,251,0222016Assets 2017: $6,578,986Liabilities 2017: $1,670,727Net Assets 2017: $4,908,2592017Assets 2018: $6,268,751Liabilities 2018: $713,859Net Assets 2018: $5,554,8922018Assets 2019: $7,596,675Liabilities 2019: $634,339Net Assets 2019: $6,962,3362019Assets 2020: $10,214,382Liabilities 2020: $1,619,019Net Assets 2020: $8,595,3632020Assets 2021: $10,718,220Liabilities 2021: $930,261Net Assets 2021: $9,787,9592021Assets 2022: $12,776,860Liabilities 2022: $2,109,943Net Assets 2022: $10,666,9172022Assets 2023: $13,404,257Liabilities 2023: $2,440,732Net Assets 2023: $10,963,5252023Assets 2024: $13,835,994Liabilities 2024: $2,333,299Net Assets 2024: $11,502,6952024

Highlighted filing

2023

Assets$13,404,257
Liabilities$2,440,732
Net Assets$10,963,525
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $16,287,5252012Revenue 2013: $13,756,639Expenses 2013: $10,078,096Net Income 2013: $3,678,5432013Revenue 2014: $6,759,373Expenses 2014: $7,610,480Net Income 2014: -$851,1072014Revenue 2015: $7,059,802Expenses 2015: $7,503,428Net Income 2015: -$443,6262015Revenue 2016: $6,932,140Expenses 2016: $6,901,805Net Income 2016: $30,3352016Revenue 2017: $7,736,097Expenses 2017: $8,078,860Net Income 2017: -$342,7632017Revenue 2018: $8,958,239Expenses 2018: $8,311,606Net Income 2018: $646,6332018Revenue 2019: $9,904,077Expenses 2019: $8,496,633Net Income 2019: $1,407,4442019Revenue 2020: $11,443,140Expenses 2020: $9,810,113Net Income 2020: $1,633,0272020Revenue 2021: $12,539,818Expenses 2021: $11,347,222Net Income 2021: $1,192,5962021Revenue 2022: $12,208,208Expenses 2022: $11,329,250Net Income 2022: $878,9582022Revenue 2023: $12,468,116Expenses 2023: $12,171,508Net Income 2023: $296,6082023Revenue 2024: $14,373,287Expenses 2024: $13,834,117Net Income 2024: $539,1702024

Highlighted filing

2023

Revenue$12,468,116
Expenses$12,171,508
Net Income$296,608
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$12,468,116
Mission and Program Overview

Mission

To create and maintain a secure and reliable infrastructure for the timely and accurate electronic exchange of clinical information among health care providers and others involved in the delivery of health care services in western new york and who are connected via the state health information network for new york (shin-ny). Healthelink will limit duplication, control health care costs, and improve the delivery of services, clinical outcomes, and patient safety.

To provide a secure and reliable infrastructure for the electronic exchange of clinical information that benefits patients, patient care, health care providers and the health of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,772,844$6,674,574▼ $1,098,270
Pledges and Grants Receivable$2,478,187$2,562,383▲ $84,196
Prepaid Expenses and Deferred Charges$733,289$1,211,616▲ $478,327
Savings and Temporary Cash Investments-$1,026,315-
Land, Buildings, and Equipment, Net$786,965$946,467▲ $159,502
Accounts Receivable$95,300$214,825▲ $119,525
Total Assets$12,776,860$13,404,257▲ $627,397
Other Assets Total$910,275$768,077▼ $142,198
Liabilities
Accounts Payable and Accrued Expenses$1,025,306$1,436,275▲ $410,969
Other Liabilities$908,539$775,084▼ $133,455
Deferred Revenue$176,098$229,373▲ $53,275
Total Liabilities$2,109,943$2,440,732▲ $330,789
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,666,917$10,963,525▲ $296,608
Total Net Assets Fund Balance$10,666,917$10,963,525▲ $296,608
Total Liabilities and Net Assets / Fund Balance$12,776,860$13,404,257▲ $627,397

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$946,467$2,593,962$3,540,429
Leasehold Improvements$0$18,875$18,875
Other Assets Org$768,077--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel PorrecaPresident & CEOFT$268,613$125,386$393,999
Anthony McnicholSpecial Advisor to CEOFT$251,786$37,260$289,046
Jacqueline WelschVice President & COOPT$132,000$20,000$152,000
Jillian GreenbaumAssistant Vice President, Population HealthFT$141,088$8,219$149,307
Jennifer LaneVice President, TechnologyFT$145,446-$145,446
Geoffrey AllenSr. Manager, Data QualityFT$141,830-$141,830
Michael UtzIntegration Team LeadFT$138,308-$138,308

Board Members and Trustees

NameTitle
Anthony Billittier Md FacepChair
Art WingerterVice Chair
Allison Brashear Md MbaDirector
Andrew Davis MbaDirector
Ann Marie OdrobinaDirector
Eileen MorganDirector
George F NicholasDirector
Michael Edbauer Do MbaDirector
Michael F Galang DoDirector
Michael Mineo Md Facep MmmDirector
Paul PettitDirector
Sourav Sengupta Md MphDirector
Lauren Bruckner Md PhdDirector Beginning Dec. 2023
Raghu Ram MdDirector Through Nov. 2023

Highest Paid Contractors

ContractorServicesLocationCompensation
George Urban Associates LLCRent2721 TRANSIT ROAD SUITE 114, Elma, NY 14059$159,800
Globalization Partners LLCTechnology Services175 FEDERAL STREET 17TH FLOOR, Boston, MA 02110$149,551
National Committee For Quality AssuranceCertification ServicesPO BOX 424038, Washington, DC 20042$100,963
Revenue and Support

Revenue Composition

Contributions and Grants
$10,823,622
Program Service Revenue
$1,060,882
Investment Income
$217,612
Other Revenue
$366,000
All Other Contributions
$4,091,691
Change in Net Assets
$296,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,468,116
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,468,116
Total Revenue per Form 990
$12,468,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,979,034
Other Expenses$5,192,474
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,767,201$562,260-$5,329,461
Fees for Services Other$975,185$174,509-$1,149,694
Current Officers, Directors, Trustees, and Key Employees$350,597$193,544-$544,141
Payroll Taxes$419,951$62,019-$481,970
Other Employee Benefits$358,782$52,985-$411,767
Depreciation Depletion$233,110$82,122-$315,232
Occupancy$201,798$29,802-$231,600
Pension Plan Contributions$184,454$27,241-$211,695
Office Expenses-$171,601-$171,601
Insurance$46,742$77,129-$123,871
Advertising-$111,603-$111,603
Other Expenses$2,956,278$55,534-$55,534
Fees for Services Legal-$30,228-$30,228
Travel$711$25,622-$26,333
Fees for Services Accounting-$20,500-$20,500
Total Functional Expenses$10,494,809$1,676,699$0$12,171,508

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,171,508
Total Expenses per Audited Statements$12,171,508
Total Expenses per Form 990$12,171,508
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$775,084
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“One class of members; all members of the organization are also members of the governing body.”

Form 990, Part VI, Section A, Line 7A

“Each member appoints one board member.”

Form 990, Part VI, Section B, Line 11B

“Presented to audit and finance committee for review then sent to the entire board of directors for review.”

Form 990, Part VI, Section B, Line 12C

“1.) legal counsel attends all meetings; 2.) all board members are required to complete conflict survey form annually; 3.) any potential conflicts are reviewed by senior management and legal counsel; 4.) any persons with a conflict are prohibited from participating in related deliberations and decisions.”

Form 990, Part VI, Section B, Line 15

“Executive director compensation set by the executive committee of the board of directors, which obtains a report from an outside consulting group to determine an acceptable range of compensation and benefits and which includes comparability data. There is a written employment contract in effect from 2020-2023 with annual review of business objectives. Compensation of other officers is based on job description, comparable to other similar non-profit organizations.”

Form 990, Part VI, Section C, Line 19

“Form 990 and audited financial statements are available from guidestar and the nys charities bureau. Other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Healthelink Inc
EIN
36-4594483
Phone
7162060993
Address
2475 GEORGE URBAN BOULEVARD 202, DEPEW, NY 14043

Signing Officer

Name
Daniel Porreca
Title
President and CEO
Phone
7162060993
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Porreca
Formed
2006
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
86
Volunteers
13

Preparer

Firm
Lumsden & Mccormick Llp
Address
369 FRANKLIN STREET, BUFFALO, NY 14202
Preparer
Jill M Johnson CPA
Phone
7168563300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracted services: program service expenses 975,185. Management and general expenses 0. Fundraising expenses 0. Total expenses 975,185. Other: program service expenses 0. Management and general expenses 174,509. Fundraising expenses 0. Total expenses 174,509.”

Form 990, Part XII, Line 2C

“The process has not changed during the tax year.”

Raw XML AppendixShowing 400 of 658 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1ANTHONY MCNICHOL
IRS990/Form990PartVIISectionAGrp/PersonNm2JACQUELINE WELSCH
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNIFER LANE
IRS990/Form990PartVIISectionAGrp/PersonNm4GEOFFREY ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm5JILLIAN GREENBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL UTZ
IRS990/Form990PartVIISectionAGrp/PersonNm7ANTHONY BILLITTIER MD FACEP
IRS990/Form990PartVIISectionAGrp/PersonNm8ART WINGERTER
IRS990/Form990PartVIISectionAGrp/PersonNm9ALLISON BRASHEAR MD MBA
IRS990/Form990PartVIISectionAGrp/PersonNm10LAUREN BRUCKNER MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREW DAVIS MBA
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL EDBAUER DO MBA
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL F GALANG DO
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL MINEO MD FACEP MMM
IRS990/Form990PartVIISectionAGrp/PersonNm15EILEEN MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm16GEORGE F NICHOLAS
IRS990/Form990PartVIISectionAGrp/PersonNm17ANN MARIE ODROBINA
IRS990/Form990PartVIISectionAGrp/PersonNm18PAUL PETTIT
IRS990/Form990PartVIISectionAGrp/PersonNm19RAGHU RAM MD
IRS990/Form990PartVIISectionAGrp/PersonNm20SOURAV SENGUPTA MD MPH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0373133
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1273786
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2152000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3145446
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4141830
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5141088
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6138308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1SPECIAL ADVISOR TO CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT, TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SR. MANAGER, DATA QUALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT VICE PRESIDENT, POPULATION HEALTH
IRS990/Form990PartVIISectionAGrp/TitleTxt6INTEGRATION TEAM LEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR BEGINNING DEC. 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR THROUGH NOV. 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt06731931
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012468116
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt077129
IRS990/InsuranceGrp/ProgramServicesAmt046742
IRS990/InsuranceGrp/TotalAmt0123871
IRS990/InvestmentIncomeGrp/ExclusionAmt0217612
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0217612
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt039
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02612837
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0786965
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0946467
IRS990/LandBldgEquipCostOrOtherBssAmt03559304
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE AS A RESOURCE FOR BROAD HEALTH SYSTEM TRANSFORMATION THROUGH SECURE DATA-INFORMED DECISION MAKING FOR INDIVIDUAL PATIENT CARE AND TO SUPPORT COMMUNITY INVESTMENTS WITH A PURPOSE OF IMPROVING HEALTH, HEALTH CARE, AND COLLABORATION WITH LOCAL HEALTH CARE PROVIDERS AND THOSE WHO ARE CONNECTED VIA THE STATEWIDE HEALTH INFORMATION NETWORK FOR NEW YORK (SHIN-NY) TO IMPROVE HEALTH OUTCOMES AND HEALTH CARE DELIVERY, CONTROL COSTS, INCREASE ACCESS TO CARE, AND IMPROVE HEALTH EQUITY IN WESTERN NEW YORK.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt010666917
IRS990/NetAssetsOrFundBalancesEOYAmt010963525
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010666917
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010963525
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt029802
IRS990/OccupancyGrp/ProgramServicesAmt0201798
IRS990/OccupancyGrp/TotalAmt0231600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0171601
IRS990/OfficeExpensesGrp/TotalAmt0171601
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0910275
IRS990/OtherAssetsTotalGrp/EOYAmt0768077
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt052985
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0358782
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0411767
IRS990/OtherExpensesGrp/Desc0TECHNOLOGY
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt055534
IRS990/OtherExpensesGrp/ProgramServicesAmt02956278
IRS990/OtherExpensesGrp/TotalAmt02956278
IRS990/OtherExpensesGrp/TotalAmt155534
IRS990/OtherLiabilitiesGrp/BOYAmt0908539
IRS990/OtherLiabilitiesGrp/EOYAmt0775084
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0366000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0366000
IRS990/OtherRevenueTotalAmt0366000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0562260
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04767201
IRS990/OtherSalariesAndWagesGrp/TotalAmt05329461
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt062019
IRS990/PayrollTaxesGrp/ProgramServicesAmt0419951
IRS990/PayrollTaxesGrp/TotalAmt0481970
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027241
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0184454
IRS990/PensionPlanContributionsGrp/TotalAmt0211695
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02478187
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02562383
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0733289
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01211616
IRS990/PrincipalOfficerNm0DANIEL PORRECA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0518210
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01060882
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01060882
IRS990/ProgSrvcAccomActy2Grp/Desc0TO SUPPORT THE REGIONAL HEALTH IMPROVEMENT MISSION AND COMMUNITY-BASED ORGANIZATIONS IN PROMOTING HEALTH EQUITY INITIATIVES IN THE WESTERN NEW YORK COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt091691
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt091691
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011146348
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0850
IRS990/PYOtherExpensesAmt05190094
IRS990/PYOtherRevenueAmt0480305
IRS990/PYProgramServiceRevenueAmt0580705
IRS990/PYRevenuesLessExpensesAmt0878958
IRS990/PYSalariesCompEmpBnftPaidAmt06139156
IRS990/PYTotalExpensesAmt011329250
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012208208
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0296608
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011792813
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01026315
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ADMINISTRATIVE SUPPORT REVENUE - 2019 AMOUNT: $ 240,000. 2020 AMOUNT: $ 240,000. 2021 AMOUNT: $ 345,000. 2022 AMOUNT: $ 366,000. 2023 AMOUNT: $ 366,000. OTHER INCOME - 2019 AMOUNT: $ 1,131. 2021 AMOUNT: $ 32,501. 2022 AMOUNT: $ 114,305.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ADMINISTRATIVE SUPPORT REVENUE - $366,000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990, SCHEDULE A, PART II, SECTION B, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010823622

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,404,257
Liabilities
$2,440,732
Net assets
$10,963,525
Revenue
$12,468,116
Expenses
$12,171,508
Net income
$296,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$2.33$11.5$14.4$13.8$0.54
2023Detailed filing. Detailed filing data is available for this year.$13.4$2.44$11.0$12.5$12.2$0.30
2022Detailed filing. Detailed filing data is available for this year.$12.8$2.11$10.7$12.2$11.3$0.88
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.93$9.79$12.5$11.3$1.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$1.62$8.60$11.4$9.81$1.63
2019Detailed filing. Detailed filing data is available for this year.$7.60$0.63$6.96$9.90$8.50$1.41
2018Detailed filing. Detailed filing data is available for this year.$6.27$0.71$5.55$8.96$8.31$0.65
2017Detailed filing. Detailed filing data is available for this year.$6.58$1.67$4.91$7.74$8.08$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$1.75$5.25$6.93$6.90$0.03
2015Detailed filing. Detailed filing data is available for this year.$6.78$1.56$5.22$7.06$7.50$0.44
2014Detailed filing. Detailed filing data is available for this year.$7.49$1.83$5.66$6.76$7.61$0.85
2013Detailed filing. Detailed filing data is available for this year.$9.33$2.82$6.52$13.8$10.1$3.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.78$4.95$2.84$16.3