CHARTER OAK HEALTH CENTER INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHARTER OAK HEALTH CENTER INC (EIN 06-0986747)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201711359349302171
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:08:56-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060986747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTER OAK HEALTH CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 8605507500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GRAND STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHELLE A MULLINS | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8605507500 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL BALLASY | PreparerPersonNm |
| PTIN | P00852868 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NICHELLE A MULLINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GRAND STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,709,049 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECHARTEROAK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE HEALTHIER COMMUNITIES BY PROVIDING QUALITY, SAFE, PATIENT-CENTERED HEALTH CARE SERVICES IN MEDICALLY UNDERSERVED AREAS, REGARDLESS OF ABILITY TO PAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 222 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,048,656 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,919,570 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,760,071 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,773,554 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,350 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,925 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,839,077 | PYTotalRevenueAmt |
| CY Total Revenue | $17,709,049 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,979,572 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,678,843 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,718,083 | PYOtherExpensesAmt |
| CY Other Expenses | $6,738,325 | CYOtherExpensesAmt |
| PY Total Expenses | $18,697,655 | PYTotalExpensesAmt |
| CY Total Expenses | $17,417,168 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,858,578 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $291,881 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,722,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,413,341 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,157,077 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,682,965 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,565,575 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,730,376 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE COMPREHENSIVE PREVENTIVE AND PRIMARY HEALTH CARE SERVICES TO THE CITIZENS OF THE GREATER HARTFORD AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,404,731 | ExpenseAmt |
| Revenue | $7,524,783 | RevenueAmt |
| Desc | PROVIDE PRIMARY HEALTH CARE TO AREA RESIDENTS REGARDLESS OF THEIR CURRENT PERSONAL FINANCIAL SITUATION AND ABILITY TO REPAY BENEFITS PROVIDED TO THEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,333,202 | ExpenseAmt |
| Revenue | $915,716 | RevenueAmt |
| Desc | PROVIDE PRIMARY MENTAL HEALTH CARE & COUNSELING SERVICES, AS WELL AS PROVIDE PRESCRIPTION MEDICATIONS TO THE RESIDENTS OF THE SURROUNDING AREA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,463,604 | ExpenseAmt |
| Revenue | $1,333,055 | RevenueAmt |
| Desc | PROVIDE PRIMARY DENTAL CARE TO THE RESIDENTS OF THE SURROUNDING AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,201,537 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 222 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHELLE A MULLINS | PersonNm |
| Phone | 8605507500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GRAND STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ADRIAN RICARDO WOOD PHD | |||||||||
| VICE CHAIRPERSON | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANGEL MUNIZ JR | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETTY HARDY | |||||||||
| CHAIRPERSON | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRENDA BRADLEY | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | |||
| CARLOS VALINHO | |||||||||
| VICE TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| DR KELSON ETIENNE-MODESTE | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| EILEEN ALVARADO | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOAN CRUZ | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL CRUZ JR | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENDRA SHAKIR | |||||||||
| IMMEDIATE PAST CHAIRPERSON | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LESLIE ARROYO | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOURDES RIVERA | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LUIS A VALDEZ JD MBA | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN JOHN | |||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REV ANDRE L MCGUIRE | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| REV JAYSON HUGHES | |||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J DEMBINSKI ESQ | |||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | 3.00 | |||
| NICHELLE A MULLINS | |||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $202,787 | $0 | $0 | 1.00 | |||
| SHANNON DONAHUE | |||||||||
| INTERIM CFO | 40.00 | Yes (X) | $47,281 | $0 | $541 | ||||
| STEWART JOSLIN | |||||||||
| CHIEF FINANCIAL OFFICER 5/16 | 40.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIMAL PATEL | |||||||||
| INTERIM CMO 8/15 | 40.00 | $157,970 | $0 | $17,693 | Yes (X) | ||||
| JOHN MCDONAGH | |||||||||
| CMO THRU 7/15 | 40.00 | $162,182 | $0 | $15,097 | Yes (X) | ||||
| JODY NAVITSKY | |||||||||
| PHYSICIAN | 40.00 | $177,734 | $0 | $25,886 | Yes (X) | ||||
| LILLIAN QUESADA | |||||||||
| DENTIST | 40.00 | $129,884 | $0 | $0 | Yes (X) | ||||
| NIEVES HORNBECK | |||||||||
| PHYSICIAN | 40.00 | $156,145 | $0 | $5,586 | Yes (X) | ||||
| RAYMOND CASTRO | |||||||||
| PHYSICIAN | 40.00 | $150,270 | $0 | $0 | Yes (X) | ||||
| STEPHENIE C THURBUR | |||||||||
| PHYSICIAN | 40.00 | $145,361 | $0 | $8,247 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,329,614 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,050 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOCUMTENENSCOM LLC | |||||
| 2655 NORTHWINDS PARKWAY | ALPHARETTA | GA | 30009 | STAFFING AGENCY | $282,970 |
| SHIPMAN AND GOODWIN | |||||
| ONE CONSTITUTION PLAZA | HARTFORD | CT | 061031919 | LEGAL COUNSELORS AT LAW | $170,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,189,612 | GovernmentGrantsAmt |
| All Other Contributions | $729,958 | AllOtherContributionsAmt |
| Noncash Contributions | $292,858 | NoncashContributionsAmt |
| Total Contributions | $7,919,570 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE FEES | 621400 | $9,106,866 | $9,106,866 |
| PHARMACY REVENUE | 621400 | $666,688 | $666,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,773,554 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,925 | TotalRevenueColumnAmt |
| Exclusion | $15,925 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,709,049 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,773,554 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,666 | TotalAmt |
| Program Services | $490,930 | ProgramServicesAmt |
| Management And General | $128,736 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,419,083 | TotalAmt |
| Program Services | $6,670,011 | ProgramServicesAmt |
| Management And General | $1,749,072 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,534 | TotalAmt |
| Program Services | $724,539 | ProgramServicesAmt |
| Management And General | $189,995 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,560 | TotalAmt |
| Program Services | $574,824 | ProgramServicesAmt |
| Management And General | $150,736 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,338 | TotalAmt |
| Management And General | $178,338 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,250 | TotalAmt |
| Management And General | $66,250 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Management And General | $60,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,196,392 | TotalAmt |
| Program Services | $2,100,206 | ProgramServicesAmt |
| Management And General | $96,186 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,083 | TotalAmt |
| Program Services | $2,253 | ProgramServicesAmt |
| Management And General | $11,830 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,858 | TotalAmt |
| Program Services | $175,988 | ProgramServicesAmt |
| Management And General | $54,870 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,657 | TotalAmt |
| Program Services | $481,048 | ProgramServicesAmt |
| Management And General | $104,609 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,808 | TotalAmt |
| Program Services | $3,456 | ProgramServicesAmt |
| Management And General | $11,352 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,394 | TotalAmt |
| Program Services | $2,394 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,837 | TotalAmt |
| Program Services | $14,903 | ProgramServicesAmt |
| Management And General | $56,934 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,128 | TotalAmt |
| Program Services | $1,087,169 | ProgramServicesAmt |
| Management And General | $50,959 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,269 | TotalAmt |
| Program Services | $41,756 | ProgramServicesAmt |
| Management And General | $27,513 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROVISION FOR UNCOLLECT | $667,933 | $667,933 | |
| MEDICAL SUPPLIES | $494,407 | $494,407 | |
| REPAIRS AND MAINTENANCE | $377,972 | $282,368 | $95,604 |
| IN-KIND VACCINES | $292,858 | $292,858 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,141 | TotalAmt |
| Program Services | $94,494 | ProgramServicesAmt |
| Management And General | $182,647 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,417,168 | TotalAmt |
| Program Services | $14,201,537 | ProgramServicesAmt |
| Management And General | $3,215,631 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,535,243 | BOYAmt |
| EOY | $2,157,667 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,043 | BOYAmt |
| EOY | $235,827 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,802 | BOYAmt |
| EOY | $873,900 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,596 | BOYAmt |
| EOY | $69,924 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,825 | BOYAmt |
| EOY | $82,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,155,738 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,591,490 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,007,167 | BOYAmt |
| EOY | $16,564,248 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,306 | BOYAmt |
| EOY | $329,872 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,670 | BOYAmt |
| EOY | $98,964 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,722,652 | BOYAmt |
| EOY | $20,413,341 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,693,642 | BOYAmt |
| EOY | $1,397,363 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,471 | BOYAmt |
| EOY | $257,152 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,381,316 | BOYAmt |
| EOY | $9,392,559 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,824,648 | BOYAmt |
| EOY | $1,635,891 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,157,077 | BOYAmt |
| EOY | $12,682,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,314,502 | BOYAmt |
| EOY | $3,606,379 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,251,073 | BOYAmt |
| EOY | $4,123,997 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,565,575 | BOYAmt |
| EOY | $7,730,376 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,722,652 | BOYAmt |
| EOY | $20,413,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $291,881 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$127,078 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,983,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,874,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,654,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,048,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,919,570 | CurrentTaxYearAmt |
| Total | $37,481,540 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,983,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,874,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,654,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,048,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,919,570 | CurrentTaxYearAmt |
| Total | $37,481,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $37,481,540 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,925 | CurrentTaxYearAmt |
| Total | $171,488 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,653,028 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $57,923,984 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $60,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING EXPENSES PAID TO CAMILLIERE, CLOUD AND KENNEDY | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,000 | OtherCostOrOtherBasisAmt |
| Book Value | $121,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,146,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,991,770 | DepreciationAmt |
| Book Value | $14,154,570 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,320,984 | OtherCostOrOtherBasisAmt |
| Depreciation | $351,905 | DepreciationAmt |
| Book Value | $969,079 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,567,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,247,815 | DepreciationAmt |
| Book Value | $1,319,599 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,564,248 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED GAIN ON RESTRUCTURED PAYABLE TO CCMC | Desc |
| Amt | $1,635,891 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,635,891 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,041,116 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$667,933 | OtherRevenueAmt |
| Revenue Not Reported | -$667,933 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,709,049 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,709,049 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,749,235 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,749,235 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $667,933 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $667,933 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,417,168 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE CENTER AND CHARTER OAK REALTY HAVE NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2016. THE CENTER AND CHARTER OAK REALTY'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO FISCAL YEAR 2013 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE CENTER AND CHARTER OAK REALTY HAVE UNRELATED BUSINESS INCOME TAXES, THE ENTITIES WILL RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTIBLE ACCOUNTS -667,933. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTIBLE ACCOUNTS 667,933. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICHELLE A MULLINS | ||||||||||||||
| PRESIDENT/CEO | $202,787 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $208 | $0 | $202,995 | $0 | $0 | $0 |
| BRIMAL PATEL | ||||||||||||||
| INTERIM CMO 8/15 | $157,970 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,901 | $0 | $175,871 | $0 | $0 | $0 |
| JOHN MCDONAGH | ||||||||||||||
| CMO THRU 7/15 | $162,182 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $15,235 | $0 | $177,417 | $0 | $0 | $0 |
| JODY NAVITSKY | ||||||||||||||
| PHYSICIAN | $177,734 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,094 | $0 | $203,828 | $0 | $0 | $0 |
| NIEVES HORNBECK | ||||||||||||||
| PHYSICIAN | $156,145 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,742 | $0 | $161,887 | $0 | $0 | $0 |
| RAYMOND CASTRO | ||||||||||||||
| PHYSICIAN | $150,270 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $208 | $0 | $150,478 | $0 | $0 | $0 |
| STEPHENIE C THURBUR | ||||||||||||||
| PHYSICIAN | $145,361 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,455 | $0 | $153,816 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $292,858 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE CFO AFTER IT HAS BEEN PREPARED BY AN OUTSIDE CPA FIRM. IT IS THEN SHARED WITH THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ALL DIRECTORS AND OFFICERS TO DISCLOSE HIS OR HER MATERIAL FINANCIAL AND PERSONAL INTERESTS, AND TO EXECUTE A STATEMENT CONFIRMING, TO THE BEST OF HIS OR HER KNOWLEDGE, COMPLIANCE WITH THE POLICY. WRITTEN DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST SHALL BE MADE AT THE EARLIEST APPROPRIATE TIME, AND SPECIFICALLY, PRIOR TO COMMENCEMENT OF DUTIES. DIRECTORS AND OFFICERS HAVE AN OBLIGATION TO DISCLOSE POTENTIAL AND ACTUAL CONFLICTS OF INTEREST AS APPROPRIATE FOR THE REMAINDER OF THEIR PARTICIPATION ON THE BOARD THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION UTILIZES THE SERVICES OF A COMPENSATION CONSULTING COMPANY TO REVIEW THE SALARY LEVELS OF THE EXECUTIVES OF THE ORGANIZATION. BY UTILIZING INDUSTRY STANDARDS THE SALARY RANGES FOR EMPLOYEES OF THE ORGANIZATION ARE DETERMINED BASED UPON INDUSTRY AVERAGES. COMPENSATION IS ADJUSTED ANNUALLY BASED UPON PERFORMANCE REVIEWS PREPARED BY SUPERVISORS AND REVIEWED BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,100,206. MANAGEMENT AND GENERAL EXPENSES 96,186. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,196,392. |
| FORM 990, PART XI, LINE 9: | DEPRECIATION OF PERMANENTLY RESTRICTED FIXED ASSETS -127,078. |
| FORM 990, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTER OAK HEALTH CENTER REALTY CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GRAND STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274896758 | EIN |
| Primary Activities | HANDLE REAL ESTATE ISSUES | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTER OAK HEALTH CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments