PLANETREE INTERNATIONAL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PLANETREE INTERNATIONAL INC (EIN 06-1505284)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202632269349300723
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T12:54:50-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGHWOOD DRIVE | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061505284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANETREE INTERNATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 2037321365 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 DIVISION STREET | AddressLine1Txt |
| City | DERBY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MURCKO | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 2037321365 | PhoneNum |
| Signature | 2026-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY-EVELYN ANTONETTI | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 9785575300 | PhoneNum |
| Preparation | 2026-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL L GIULIANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 DIVISION STREET | AddressLine1Txt |
| City | DERBY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,188,682 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | NONPROFIT MEMBERSHIP ORGANIZATIONS IMPLEMENTING PATIENT-CENTERED CARE (SEE SCHEDULE O)PLANETREE'S WORK IS GROUNDED IN THE BELIEF THAT EVERY PERSON RECEIVING CARE HAS A FUNDAMENTAL HUMAN NEED FOR RESPECT, DIGNITY, CHOICE, CONTROL, EMPATHY, AND SUPPORTIVE RELATIONSHIPS. THROUGH EVIDENCE-BASED FRAMEWORKS, EDUCATION, CONSULTING, AND RECOGNITION PROGRAMS, PLANETREE HELPS HEALTHCARE ORGANIZATIONS ENGAGE PATIENTS, FAMILIES, CAREGIVERS, AND STAFF IN THE DESIGN AND DELIVERY OF HIGH-QUALITY, VALUE-BASED CARE.THIS APPROACH IS SUPPORTED BY A GROWING BODY OF RESEARCH LINKING PATIENT AND FAMILY ENGAGEMENT WITH IMPROVED HEALTH OUTCOMES, REINFORCED BY THE QUALITY IMPERATIVE FOR HEALTHCARE ORGANIZATIONS TO TRANSFORM TRADITIONAL PRACTICES, AND RESPONSIVE TO CONSUMERS WHO ARE INCREASINGLY INFORMED, EXPECT MORE, AND DESERVE MORE FROM THEIR HEALTHCARE EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,133,359 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,795,129 | CYProgramServiceRevenueAmt |
| PY Investment Income | $47,068 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,106 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,257,163 | PYOtherRevenueAmt |
| CY Other Revenue | $74,682 | CYOtherRevenueAmt |
| PY Total Revenue | $1,923,264 | PYTotalRevenueAmt |
| CY Total Revenue | $2,926,917 | 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 | $1,539,091 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,482,326 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,472,607 | PYOtherExpensesAmt |
| CY Other Expenses | $2,967,855 | CYOtherExpensesAmt |
| PY Total Expenses | $3,011,698 | PYTotalExpensesAmt |
| CY Total Expenses | $4,450,181 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,088,434 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,523,264 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,424,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,121,779 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,597,621 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,388,890 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,173,103 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,267,111 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLANETREE ADVANCES PERSON-CENTERED CARE BY HELPING HEALTHCARE ORGANIZATIONS BUILD HUMAN-CENTERED CULTURES THAT IMPROVE EXPERIENCES, STRENGTHEN PERFORMANCE, AND DELIVER BETTER OUTCOMES FOR PATIENTS, FAMILIES, CAREGIVERS, AND STAFF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,012,073 | ExpenseAmt |
| Revenue | $2,795,129 | RevenueAmt |
| Desc | PLANETREE INTERNATIONAL, INC. IS A GLOBAL NONPROFIT ORGANIZATION ADVANCING PERSON-CENTERED CARE ACROSS THE CONTINUUM OF CARE. PLANETREE PARTNERS WITH HEALTHCARE ORGANIZATIONS TO STRENGTHEN ORGANIZATIONAL CULTURE, IMPROVE PATIENT, FAMILY, AND WORKFORCE EXPERIENCES, AND FOSTER COMPASSIONATE, EFFECTIVE COMMUNICATION, AND ORGANIZATIONAL CHANGE. PLANETREE PROVIDES EVIDENCE-BASED FRAMEWORKS, EDUCATION, CONSULTING, AND RECOGNITION PROGRAMS THAT HELP HEALTHCARE PROVIDERS DELIVER HIGH-QUALITY, VALUE-BASED CARE CENTERED ON THE NEEDS OF PATIENTS, FAMILIES, CAREGIVERS, AND STAFF. IN A HEALTHCARE ENVIRONMENT WHERE TECHNOLOGY AND SERVICES CAN BE REPLICATED, PLANETREE HELPS ORGANIZATIONS CREATE A DISTINCTLY HUMAN EXPERIENCE, ONE THAT STRENGTHENS TRUST, ENGAGEMENT, PERFORMANCE, AND LASTING ORGANIZATIONAL IMPACT. | Desc |
| Total Program Service Expenses | $1,012,073 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MURCKO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037321447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 DIVISION STREET | AddressLine1Txt |
| City | DERBY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06418 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL L GIULIANO | |||||||||
| PRESIDENT,BOD SECRETARY | 40.00 | 0.00 | Yes (X) | Yes (X) | $275,201 | $0 | $106,879 | ||
| PATRICK A CHARMEL | |||||||||
| CHAIRMAN | 1.00 | 50.15 | Yes (X) | Yes (X) | $0 | $709,405 | $227,602 | ||
| KENNETH BALDYGA | |||||||||
| DIRECTOR | 0.23 | 0.38 | Yes (X) | $0 | $0 | $0 | |||
| THEMIS KLARIDES | |||||||||
| DIRECTOR | 0.23 | 0.38 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT G REISS | |||||||||
| DIRECTOR | 0.23 | 0.15 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA DUNLEY | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY DINARDO | |||||||||
| DIRECTOR | 0.23 | 0.53 | Yes (X) | $0 | $0 | $0 | |||
| MARIA HALE | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MALEK ALMOOSA | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUNO PETRUCCI | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W BETKOSKI III | |||||||||
| DIRECTOR | 0.23 | 0.53 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN HOCH | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J ZAPRZALKA | |||||||||
| DIRECTOR | 0.23 | 0.38 | Yes (X) | $0 | $0 | $0 | |||
| HENRY GALLARDO MD | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD T WEINER ESQ | |||||||||
| DIRECTOR | 0.23 | 0.38 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE S LOGAN | |||||||||
| DIRECTOR | 0.23 | 0.38 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS FINEFROCK DO | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEREK RAGHAVAN MD | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL RADOSTA | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH ANDREANA | |||||||||
| DIRECTOR (UNTIL 5/2025) | 0.23 | 0.38 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN STONE | |||||||||
| DIRECTOR | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE ADLER YUAN | |||||||||
| VP ENGAGEMENT | 40.00 | 0.00 | $139,281 | $0 | $3,710 | Yes (X) | |||
| KATHLEEN BENEDETTO | |||||||||
| FINANCE DIRECTOR | 40.00 | 0.00 | $103,948 | $0 | $32,274 | Yes (X) | |||
| KAREN ANDAZOLA | |||||||||
| DIRECTOR GLOBAL CONSULTING NETWORK | 40.00 | 0.00 | $101,462 | $0 | $17,717 | Yes (X) | |||
| SUSAN FRAMPTON PHD | |||||||||
| PRESIDENT/BOD SECRETARY(TIL 11/23) | 40.00 | 0.00 | $915,427 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,535,319 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $709,405 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $388,182 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OYSTER HR | |||||
| 1521 CONCORD PIKE SUITE 201 | WILMINGTON | DE | 19803 | PAYROLL SERVICES | $410,406 |
| WISDOMICS | |||||
| 49 MADISON AVE | MADISON | CT | 06443 | HEALTHCARE DELIVERY SERVICES | $188,000 |
| MINDLANCE | |||||
| 1095 MORRIS AVENUE UNIT 101A | UNION | NJ | 07083 | STAFFING SERVICES | $168,998 |
| DEEL INC | |||||
| 425 1ST STREET SUITE 150 | SAN FRANCISCO | CA | 94105 | PAYROLL SERVICES | $106,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 561499 | $860,538 | $860,538 |
| CONSULTING FEES | 541610 | $742,693 | $742,693 |
| CERTIFICATION REVENUE | 561499 | $612,119 | $612,119 |
| INT'L LICENSING & CONSULTING | 541610 | $108,229 | $108,229 |
| PRODUCTS REVENUE | 561499 | $45,862 | $45,862 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $425,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $425,688 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,795,129 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,563 | TotalRevenueColumnAmt |
| Exclusion | $53,563 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,682 | TotalRevenueColumnAmt |
| Exclusion | $74,682 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $265,308 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $261,765 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,543 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,543 | TotalRevenueColumnAmt |
| Exclusion | $3,543 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,926,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,795,129 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $131,788 | 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 | $306,383 | TotalAmt |
| Program Services | $214,468 | ProgramServicesAmt |
| Management And General | $91,915 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,482 | TotalAmt |
| Program Services | $5,237 | ProgramServicesAmt |
| Management And General | $2,245 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,506 | TotalAmt |
| Program Services | $312,769 | ProgramServicesAmt |
| Management And General | $475,737 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,734 | TotalAmt |
| Program Services | $1,870 | ProgramServicesAmt |
| Management And General | $9,864 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,265 | TotalAmt |
| Program Services | $136,651 | ProgramServicesAmt |
| Management And General | $152,614 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,956 | TotalAmt |
| Program Services | $37,751 | ProgramServicesAmt |
| Management And General | $41,205 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,977 | TotalAmt |
| Management And General | $26,977 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,304 | TotalAmt |
| Management And General | $4,304 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,306,566 | TotalAmt |
| Program Services | $96,978 | ProgramServicesAmt |
| Management And General | $1,209,588 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,339 | TotalAmt |
| Management And General | $89,339 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,175 | TotalAmt |
| Program Services | $4,830 | ProgramServicesAmt |
| Management And General | $41,345 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,675 | TotalAmt |
| Management And General | $302,675 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,146 | TotalAmt |
| Management And General | $30,146 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,818 | TotalAmt |
| Management And General | $927,818 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,013 | TotalAmt |
| Program Services | $149,519 | ProgramServicesAmt |
| Management And General | $3,494 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBTS | $52,000 | $52,000 | |
| STAFF/AFFILIATE RECOG. | $26,710 | $26,710 | |
| DUES AND SUBSCRIPTIONS | $2,132 | $2,132 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,450,181 | TotalAmt |
| Program Services | $1,012,073 | ProgramServicesAmt |
| Management And General | $3,438,108 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,830 | BOYAmt |
| EOY | $324,349 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,503 | BOYAmt |
| EOY | $655,377 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,263 | BOYAmt |
| EOY | $340,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $867,885 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $736,708 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,235 | BOYAmt |
| EOY | $131,177 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,687 | BOYAmt |
| EOY | $1,670,032 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,424,518 | BOYAmt |
| EOY | $3,121,779 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,600 | BOYAmt |
| EOY | $406,019 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,429,438 | BOYAmt |
| EOY | $1,253,902 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,039,583 | BOYAmt |
| EOY | $2,728,969 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,597,621 | BOYAmt |
| EOY | $4,388,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,205,600 | BOYAmt |
| EOY | -$1,299,608 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,497 | BOYAmt |
| EOY | $32,497 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,173,103 | BOYAmt |
| EOY | -$1,267,111 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,424,518 | BOYAmt |
| EOY | $3,121,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,523,264 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $101,847 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,327,409 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,265,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,910,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,328,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,133,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,795,129 | CurrentTaxYearAmt |
| Total | $17,432,397 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,265,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,910,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,328,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,133,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,795,129 | CurrentTaxYearAmt |
| Total | $17,432,397 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,710,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $752,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $887,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $884,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $881,006 | CurrentTaxYearAmt |
| Total | $5,115,351 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,710,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $752,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $887,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $884,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $881,006 | CurrentTaxYearAmt |
| Total | $5,115,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,317,046 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,245 | CurrentTaxYearAmt |
| Total | $488,274 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,245 | CurrentTaxYearAmt |
| Total | $488,274 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,300,145 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,985,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,466,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,245,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,923,374 | CurrentTaxYearAmt |
| Total | $17,920,671 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.68730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76440 | PublicSupportPY509Pct |
| Investment Income CY | 0.02720 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01970 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $686,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $560,614 | DepreciationAmt |
| Book Value | $125,418 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,094 | DepreciationAmt |
| Book Value | $5,759 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $131,177 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $2,728,969 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,728,969 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BELOW IS AN EXCERPT FROM FOOTNOTE 1 OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR GRIFFIN HEALTH SERVICES CORPORATION AND SUBSIDIARIES. GHSC AND ITS SUBSIDIARIES, WITH THE EXCEPTION OF GHV AND HAIC, ARE NOT-FOR-PROFIT ORGANIZATIONS AND ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GHSC AND ITS SUBSIDIARIES ACCOUNT FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GHSC AND ITS SUBSIDIARIES ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CONSULTING & TRAINING | $279 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONSULTING & TRAINING | $4,897 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | CONSULTING & TRAINING | $159,588 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | CONSULTING & TRAINING | $15,384 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | INVESTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $180,148 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $180,148 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3, COLUMN (F): | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING METHOD FOR EXPENSES - ACCRUAL ACCOUNTING METHOD FOR INVESTMENTS - EQUITY METHOD | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK A CHARMEL | ||||||||||||||
| CHAIRMAN | $0 | $704,833 | $0 | $0 | $0 | $4,572 | $0 | $197,605 | $0 | $29,997 | $0 | $937,007 | $0 | $0 |
| SUSAN FRAMPTON PHD | ||||||||||||||
| PRESIDENT/BOD SECRETARY(TIL 11/23) | $42,000 | $0 | $0 | $0 | $873,427 | $0 | $0 | $0 | $0 | $0 | $915,427 | $0 | $0 | $0 |
| MICHAEL L GIULIANO | ||||||||||||||
| PRESIDENT,BOD SECRETARY | $274,877 | $0 | $0 | $0 | $324 | $0 | $91,339 | $0 | $15,540 | $0 | $382,080 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATION OF THE PRESIDENT IS PAID BY GRIFFIN HOSPITAL. GRIFFIN HOSPITAL USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS FROM A 457(F) PLAN AND ARE INCLUDED IN PART II, COLUMN C: PATRICK CHARMEL - $190,000 MICHAEL GIULIANO - $84,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER IS GRIFFIN HEALTH SERVICES CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER SHALL HAVE THE EXCLUSIVE RIGHT (I) TO ELECT THE CORPORATION'S BOARD OF DIRECTORS AND TO APPOINT INDIVIDUALS TO FILL VACANCIES ON THE BOARD OF DIRECTORS; (II) TO AMEND THE BYLAWS OF THE CORPORATION; AND (III) TO REMOVE ANY DIRECTOR WITH OR WITHOUT CASE. THE MEMBER SHALL ALSO HAVE OTHER RIGHTS AND APPROVE FUNDAMENTAL CHANGES SUCH AS AMENDMENT OF THE CERTIFICATE OF INCORPORATION; MERGER OR SUBSTANTIAL TRANSFER OF ASSETS; SELL OR MORTGAGE SUBSTANTIALLY ALL OF THE ASSETS; OR DISSOLVE THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | PLANETREE INTERNATIONAL, INC. DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY MANAGEMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ANNUALLY AND DISCLOSED AT THE ANNUAL BOARD MEETING. THE QUESTIONNAIRE IS REVIEWED BY THE VICE PRESIDENT OF ACCOUNTABLE CARE AND GENERAL COUNSEL. IF A CONFLICT IS FOUND, THE INDIVIDUAL WILL RECUSE THEMSELVES FROM THE DISCUSSION OF THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE WHICH IS A SUBCOMMITTEE OF THE BOARD OF DIRECTORS REVIEWS INDIVIDUAL COMPENSATION OF THE CEO, OFFICERS, AND OTHER MEMBERS OF SENIOR STAFF, WHOSE COMPENSATION IS REPORTABLE ON FORM 990 ON AN ANNUAL BASIS. COMPENSATION OF OTHER MEMBERS OF THE ORGANIZATION ARE APPROVED AS A PART OF THE ANNUAL BUDGET PROCESS. THE PROCESS INCLUDES THE PROCUREMENT OF COMPARABILITY DATA FROM EXTERNAL INDEPENDENT SOURCES AND OTHER INDUSTRY SPECIFIC COMPENSATION DATA. THE COMPENSATION COMMITTEE THEN MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 96,978. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,978. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,027,642. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,027,642. OVERHEAD: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 181,946. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,946. |
| FORM 990, PART XI, LINE 9: | TRANSFER BETWEEN AFFILIATES 1,350,000. NON-CONSOLIDATED SUBSIDIARY -22,591. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF TRUSTEES OF GRIFFIN HEALTH SERVICE CORPORATION IS RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDIT FIRM AND FOR OVERSEEING THE FINANCIAL STATEMENT PREPARATION PROCESS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GRIFFIN HOSPITAL | |||||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 060647014 | HOSPITAL | CT | 501(C)(3) | LINE 3 | GRIFFIN HEALTH SERVICES CORPORATION | Yes (1) | |
| GRIFFIN HEALTH SERVICES CORPORATION | |||||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 222560257 | HOLDING COMPANY | CT | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| GRIFFIN FACULTY PHYSICIANS INC | |||||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 061463147 | MEDICAL SERVICES | CT | 501(C)(3) | LINE 10 | GRIFFIN HOSPITAL | Yes (1) | |
| GRIFFIN HOSPITAL DEVELOPMENT FUND | |||||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 222560254 | FUNDRAISING | CT | 501(C)(3) | LINE 7 | GRIFFIN HEALTH SERVICES CORPORATION | Yes (1) | |
| GRIFFIN HEALTHCARE INC | |||||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 222560248 | BILLING SERVICES | CT | 501(C)(3) | LINE 10 | GRIFFIN HEALTH SERVICES CORPORATION | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GH VENTURES INC | |||||||||||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 222560247 | RENTAL REAL ESTATE | CT | N/A | C | 0 | ||||||||
| HEALTHCARE ALLIANCE INSURANCE CO LTD | |||||||||||||||||
| OFFSHORE CAPTIVE INSURANCE | N/A | C | 0 | 171 ELGIN AVENUE | GEORGETOWN | GRAND CAYMAN | CJ | CJ | |||||||||
| CT PRACTICE MANAGEMENT INC | |||||||||||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 061152819 | INACTIVE | CT | N/A | C | 0 | ||||||||
| GRIFFIN PHO INC | |||||||||||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 473552299 | HEALTHCARE SERVICES | CT | N/A | C | 0 | ||||||||
| PLANETREE DOHA LLC | |||||||||||||||||
| EDUCATION | C | Yes (1) | PO BOX 3050 | DOHA | QA | QA | PLANETREE INTERNATIONAL INC | $14,895 | 1.00000 | ||||||||
| 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFIN HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $181,946 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL | MethodOfAmountDeterminationTxt |
Comments