Civic Intelligence

Finger Lakes Ipa Inc

EIN 82-4271469 • 501(c)3 • Syracuse, NY

Profile

The mission of finger lakes ipa, inc. (flipa), through the efforts of its members, is to create a collaborative, clinically integrated model to address the changes required by health care reform. The model will be developed through regional member initiatives. Collaboration will be necessary in order to achieve the maximum benefits for the members and the individuals to whom they provide care. The cornerstone of the new model is the ability to collect and analyze data relating to patient populations, the cost of care delivered, and how such care is delivered. With such information, the members will be able to design and implement initiatives that will result in cost-effective, quality care, and the members will be better able to address the economic risks of the future reimbursement model.

PO Box 15644Syracuse, NY 13215

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.19x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.27x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

178%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

218%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,842,864

Up $13,346,588 (+178%) from 2023

Liabilities

Up

$4,019,320

Up $3,601,771 (+863%) from 2023

Net Assets

Up

$16,823,544

Up $9,744,817 (+138%) from 2023

Revenue

Up

$14,648,012

Up $10,045,193 (+218%) from 2023

Expenses

Up

$4,957,358

Up $1,552,298 (+46%) from 2023

Net Income

Up

$9,690,654

Up $8,492,895 (+709%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2018: $1,164,860Liabilities 2018: $1,143,874Net Assets 2018: $20,9862018Assets 2019: $1,349,326Liabilities 2019: $812,940Net Assets 2019: $536,3862019Assets 2020: $1,656,691Liabilities 2020: $557,832Net Assets 2020: $1,098,8592020Assets 2021: $1,567,715Liabilities 2021: $468,856Net Assets 2021: $1,098,8592021Assets 2022: $6,305,474Liabilities 2022: $491,665Net Assets 2022: $5,813,8092022Assets 2023: $7,496,276Liabilities 2023: $417,549Net Assets 2023: $7,078,7272023Assets 2024: $20,842,864Liabilities 2024: $4,019,320Net Assets 2024: $16,823,5442024

Highlighted filing

2024

Assets$20,842,864
Liabilities$4,019,320
Net Assets$16,823,544

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2018: $606,182Expenses 2018: $606,200Net Income 2018: -$182018Revenue 2019: $3,178,730Expenses 2019: $2,663,330Net Income 2019: $515,4002019Revenue 2020: $902,733Expenses 2020: $805,916Net Income 2020: $96,8172020Revenue 2021: $1,377,028Expenses 2021: $1,377,028Net Income 2021: $02021Revenue 2022: $8,568,237Expenses 2022: $3,829,762Net Income 2022: $4,738,4752022Revenue 2023: $4,602,819Expenses 2023: $3,405,060Net Income 2023: $1,197,7592023Revenue 2024: $14,648,012Expenses 2024: $4,957,358Net Income 2024: $9,690,6542024

Highlighted filing

2024

Revenue$14,648,012
Expenses$4,957,358
Net Income$9,690,654

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$14,648,012
Mission and Program Overview

Mission

The mission of finger lakes ipa, inc. (flipa), through the efforts of its members, is to create a collaborative, clinically integrated model to address the changes required by health care reform. The model will be developed through regional member initiatives. Collaboration will be necessary in order to achieve the maximum benefits for the members and the individuals to whom they provide care. The cornerstone of the new model is the ability to collect and analyze data relating to patient populations, the cost of care delivered, and how such care is delivered. With such information, the members will be able to design and implement initiatives that will result in cost-effective, quality care, and the members will be better able to address the economic risks of the future reimbursement model.

Create a collaborative, clinically integrated model to address the changes required by health care reform.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,942,437$8,784,859▲ $1,842,422
Accounts Receivable-$6,233,059-
Cash and Non-Interest-Bearing Accounts$292,128$5,374,876▲ $5,082,748
Prepaid Expenses and Deferred Charges-$231,860-
Pledges and Grants Receivable$261,711$218,210▼ $43,501
Total Assets$7,496,276$20,842,864▲ $13,346,588
Liabilities
Deferred Revenue$17,515$2,921,534▲ $2,904,019
Accounts Payable and Accrued Expenses$400,034$1,097,786▲ $697,752
Total Liabilities$417,549$4,019,320▲ $3,601,771
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,078,727$16,823,544▲ $9,744,817
Total Net Assets Fund Balance$7,078,727$16,823,544▲ $9,744,817
Total Liabilities and Net Assets / Fund Balance$7,496,276$20,842,864▲ $13,346,588
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIANNON O'CONNORChief Clinical OfficerFT$182,917$7,320$190,237
Patricia Mcmahon MphChief Executive OfficerFT$173,580$8,420$182,000
Lynette ThelenChief Strategy OfficerFT$118,748$5,287$124,035
Danielle TildenChief Operating OfficerFT$104,358$10,550$114,908
Tabitha GerwitzProject DirectorFT$101,800$8,266$110,066
Tara BarbatoChief Financial OfficerFT$45,238-$45,238

Board Members and Trustees

NameTitle
Mary ZelaznyBoard Chair
Ann DomingosBoard Vice Chair
April MilesBoard Member
David ShippeeBoard Member
John BennettBoard Member
Karen KinterBoard Member
Kim OsborneBoard Member
Linda ClarkBoard Member
Lori VanaukenBoard Member
Michael LearyBoard Member
Michele FosterBoard Member
Tricia Peter-clarkBoard Member
Jennifer CarlsonBoard Secretary
Naomi GleasonBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Garage Solutions LLCPopulation Health Software1 SOUTH ORANGE AVE SUITE 506, Orlando, FL 32801$266,529
Eagles Wings Consulting LLCConsulting1372 RUSH HENRIETTA TOWNLINE ROAD, Rush, NY 14543$102,000
Revenue and Support

Revenue Composition

Contributions and Grants
$11,869,213
Program Service Revenue
$151,252
Investment Income
$295,651
Other Revenue
$2,331,896
All Other Contributions
$2,814,756
Change in Net Assets
$9,690,654

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,648,012
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$54,163
Total Revenue per Audited Statements
$14,702,175
Total Revenue per Form 990
$14,648,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,539,187
Salaries, Compensation, and Employee Benefits$1,418,171
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$797,937$236,334-$1,034,271
Fees for Services Other$781,635$226,858-$1,008,493
Other Expenses$889,626--$889,626
Current Officers, Directors, Trustees, and Key Employees-$183,842-$183,842
Fees for Services Legal$93,169$34,930-$128,099
Information Technology$84,710$38,719-$123,429
Payroll Taxes$77,683$31,423-$109,106
Advertising$90,472$7,868-$98,340
Office Expenses$40,682$43,238-$83,920
Other Employee Benefits$39,012$25,691-$64,703
Fees for Services Accounting$8,711$52,869-$61,580
Conferences and Meetings$14,799$35,869-$50,668
All Other Expenses$43,710$2,189-$45,899
Travel$19,932$17,002-$36,934
Pension Plan Contributions$21,894$4,355-$26,249
Insurance-$17,426-$17,426
Total Functional Expenses$3,998,745$958,613$0$4,957,358

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,957,358
Total Expenses per Audited Statements$4,957,358
Total Expenses per Form 990$4,957,358
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Tricia Peter-clarkBoard Director and President and CEO of ConnextcareVbp Revenue and Member Distributions to ConnextcareNo$159,230
April MilesBoard Director and President and CEO of East Hill Medical CenterVbp Revenue and Member Distributions to East Hill Medical CenterNo$103,707
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 B, Line 11B

Form 990 is distributed to the board of directors before filing.

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

The organization requires and monitors conflicts of interest by each board member on an annual basis.

Form 990, Part VI, Section B, Line 15A

The board approves the compensation of the executive director through consideration of roles and responsiblities of the executive director to comparable positions. Compensation to all contractors was approved after discussion by the board of directors and approved through the annual budget process.

Form 990, Part VI, Section C, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Finger Lakes Ipa Inc
EIN
82-4271469
Phone
3159246064
Address
PO BOX 15644, SYRACUSE, NY 13215
Doing Business As
Forward Leading Ipa

Signing Officer

Name
Patricia Mcmahon
Title
Chief Executive Officer
Phone
3159246064
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Mcmahon
Formed
2017
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
0
Employees
20
Volunteers
14

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Chelsey Wyant
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

In 2024, flipa was designated as the social care network (scn) lead entity for the finger lakes region of new york state under new york health equity reform (nyher) 1115 waiver amendment a statewide approach to improve the health of medicaid members. In this role, flipa is responsible for a regional network of community based and other organizations to deliver health-related social needs (hrsn) services and coordinating with health care providers (inclusive of behavioral health and primary care), managed care and other organization types in the community ecosystem. The program facilitates standardized processes for screening, navigation, and delivery of hrsn services, supported by a shared people, data and technology infrastructure.

Form 990, Part IX, Line 11G

Vendor consulting: program service expenses 274,910. Management and general expenses 92,731. Fundraising expenses 0. Total expenses 367,641. Data systems: program service expenses 505,273. Management and general expenses 0. Fundraising expenses 0. Total expenses 505,273. Staff consulting: program service expenses 0. Management and general expenses 93,500. Fundraising expenses 0. Total expenses 93,500. Other: program service expenses 1,452. Management and general expenses 40,627. Fundraising expenses 0. Total expenses 42,079.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF CLINICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF STRATEGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PROJECT DIRECTOR
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IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt014648012
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt017426
IRS990/InsuranceGrp/TotalAmt017426
IRS990/InvestmentIncomeGrp/ExclusionAmt0295651
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0295651
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt06942437
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08784859
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE MISSION OF FINGER LAKES IPA, INC. (FLIPA), THROUGH THE EFFORTS OF ITS MEMBERS, IS TO CREATE A COLLABORATIVE, CLINICALLY INTEGRATED MODEL TO ADDRESS THE CHANGES REQUIRED BY HEALTH CARE REFORM. THE MODEL WILL BE DEVELOPED THROUGH REGIONAL MEMBER INITIATIVES. COLLABORATION WILL BE NECESSARY IN ORDER TO ACHIEVE THE MAXIMUM BENEFITS FOR THE MEMBERS AND THE INDIVIDUALS TO WHOM THEY PROVIDE CARE. THE CORNERSTONE OF THE NEW MODEL IS THE ABILITY TO COLLECT AND ANALYZE DATA RELATING TO PATIENT POPULATIONS, THE COST OF CARE DELIVERED, AND HOW SUCH CARE IS DELIVERED. WITH SUCH INFORMATION, THE MEMBERS WILL BE ABLE TO DESIGN AND IMPLEMENT INITIATIVES THAT WILL RESULT IN COST-EFFECTIVE, QUALITY CARE, AND THE MEMBERS WILL BE BETTER ABLE TO ADDRESS THE ECONOMIC RISKS OF THE FUTURE REIMBURSEMENT MODEL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07078727
IRS990/NetAssetsOrFundBalancesEOYAmt016823544
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
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IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1856105
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATIONS ADDED DURING THE YEAR ARE: TRILLIUM HEALTH - EIN 16-1356734 HIS BRANCHES COMMUNITY HEALTH CENTER- EIN 23-7060337
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DURING THE YEAR THE ORGANIZATION ADDED SUPPORTED ORGANIZATIONS FOR WHICH APPROVAL IS INCLUDED IN THE ORGANIZATION'S BOARD OF DIRECTOR'S MINUTES. AS OF THE END OF THE YEAR, THE ORGANIZATION HAD NOT UPDATED ITS GOVERNING DOCUMENTS FOR INCLUSION OF THE NEW SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION HAS MORE THAN ONE SUPPORTED ORGANIZATION. A CANDIDATE FOR MEMBERSHIP ON THE BOARD OF DIRECTORS SHALL BE NOMINATED BY THE MEMBER TO BE REPRESENTED BY SUCH DIRECTOR. AT EACH ANNUAL MEETING OF THE MEMBERS, EACH DIRECTOR SO NOMINATED SHALL BE ELECTED BY THE MEMBERS, AND SHALL HOLD OFFICE UNTIL HIS/HER SUCCESSOR IS ELECTED AND QUALIFIED, OR UNTIL THE DIRECTOR'S EARLIER DEATH, RESIGNATION, DISQUALIFICATION OR REMOVAL. A DIRECTOR MAY RESIGN AT ANY TIME BY GIVING WRITTEN NOTICE TO THE BOARD OF DIRECTORS. SUCH RESIGNATION SHALL TAKE EFFECT AT THE TIME SPECIFIED THEREIN OR, IF NO TIME IS SPECIFIED, THEN ON DELIVERY AND, UNLESS OTHERWISE SPECIFIED THEREIN, THE ACCEPTANCE OF SUCH RESIGNATION BY THE BOARD OF DIRECTORS SHALL NOT BE NEEDED TO MAKE IT EFFECTIVE. A DIRECTOR MAY BE REMOVED AT ANY TIME, WITH OR WITHOUT CAUSE, BY A SUPERMAJORITY VOTE OF THE MEMBERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 5A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 1:

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