Civic Intelligence

Planetree International Inc.

990 • Fiscal year 2015 • EIN 06-1505284

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 11, 2016

Organization ProfileN/A
130 Division StreetDerby, CT 06418

(203) 732-1365

Siviq Scores

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

Liabilities / Assets

90th percentile

0.95x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

1.06x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

98th percentile

$514,494

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

50th percentile

0.5%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$3,827,431

Up $20,836 (+0.5%) from 2014

Net Assets

Up

$182,450

Up $24,608 (+16%) from 2014

Liabilities

Down

$3,644,981

Down $3,772 (-0.1%) from 2014

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin49th percentile

Revenue

Down

$3,450,450

Down $510,716 (-13%) from 2014

Expenses

Down

$3,366,782

Down $1,029,809 (-23%) from 2014

Net Income

Up

$83,668

Up $519,093 (+119%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,507,252Liabilities 2011: $4,089,562Net Assets 2011: $417,6902011Assets 2012: $4,025,935Liabilities 2012: $3,816,433Net Assets 2012: $209,5022012Assets 2013: $3,968,348Liabilities 2013: $3,430,553Net Assets 2013: $537,7952013Assets 2014: $3,806,595Liabilities 2014: $3,648,753Net Assets 2014: $157,8422014Assets 2015: $3,827,431Liabilities 2015: $3,644,981Net Assets 2015: $182,4502015Assets 2016: $3,892,970Liabilities 2016: $3,662,635Net Assets 2016: $230,3352016Assets 2017: $4,102,991Liabilities 2017: $3,818,028Net Assets 2017: $284,9632017Assets 2018: $3,735,619Liabilities 2018: $3,263,163Net Assets 2018: $472,4562018Assets 2019: $5,900,098Liabilities 2019: $5,668,610Net Assets 2019: $231,4882019Assets 2020: $5,109,366Liabilities 2020: $4,864,266Net Assets 2020: $245,1002020Assets 2021: $5,662,696Liabilities 2021: $5,587,777Net Assets 2021: $74,9192021Assets 2022: $5,591,287Liabilities 2022: $5,676,172Net Assets 2022: -$84,8852022Assets 2023: $5,450,655Liabilities 2023: $5,744,803Net Assets 2023: -$294,1482023Assets 2024: $3,424,518Liabilities 2024: $4,597,621Net Assets 2024: -$1,173,1032024

Highlighted filing

2015

Assets$3,827,431
Liabilities$3,644,981
Net Assets$182,450
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $6,499,0412011Expenses 2012: $7,872,3632012Revenue 2013: $6,560,242Expenses 2013: $6,250,608Net Income 2013: $309,6342013Revenue 2014: $3,961,166Expenses 2014: $4,396,591Net Income 2014: -$435,4252014Revenue 2015: $3,450,450Expenses 2015: $3,366,782Net Income 2015: $83,6682015Revenue 2016: $3,593,556Expenses 2016: $3,609,495Net Income 2016: -$15,9392016Revenue 2017: $3,285,803Expenses 2017: $3,329,721Net Income 2017: -$43,9182017Revenue 2018: $3,608,254Expenses 2018: $3,466,862Net Income 2018: $141,3922018Revenue 2019: $4,772,792Expenses 2019: $4,873,895Net Income 2019: -$101,1032019Revenue 2020: $4,595,052Expenses 2020: $4,605,935Net Income 2020: -$10,8832020Revenue 2021: $4,312,648Expenses 2021: $3,893,449Net Income 2021: $419,1992021Revenue 2022: $4,001,460Expenses 2022: $3,888,760Net Income 2022: $112,7002022Revenue 2023: $3,464,231Expenses 2023: $3,759,673Net Income 2023: -$295,4422023Revenue 2024: $1,923,264Expenses 2024: $3,011,698Net Income 2024: -$1,088,4342024

Highlighted filing

2015

Revenue$3,450,450
Expenses$3,366,782
Net Income$83,668
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 11, 2016
Return Version
2014v6.0
Gross Receipts
$3,450,450
Mission and Program Overview

Mission

Nonprofit membership organizations working with hospitals and other healthcare organizations to develop and implement patient-centered care in healing environments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$683,685$1,462,878▲ $779,193
Investments in Publicly Traded Securities$1,224,563$1,188,465▼ $36,098
Prepaid Expenses and Deferred Charges$375,423$471,699▲ $96,276
Land, Buildings, and Equipment, Net$507,798$462,637▼ $45,161
Cash and Non-Interest-Bearing Accounts$1,015,126$241,752▼ $773,374
Total Assets$3,806,595$3,827,431▲ $20,836
Liabilities
Deferred Revenue$2,006,035$2,008,269▲ $2,234
Other Liabilities$1,505,823$1,518,117▲ $12,294
Accounts Payable and Accrued Expenses$136,895$118,595▼ $18,300
Total Liabilities$3,648,753$3,644,981▼ $3,772
Net Assets / Fund Balance
Unrestricted Net Assets$125,345$149,953▲ $24,608
Temporarily Rstr Net Assets$32,497$32,497→ $0
Total Net Assets Fund Balance$157,842$182,450▲ $24,608
Total Liabilities and Net Assets / Fund Balance$3,806,595$3,827,431▲ $20,836

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$404,930$230,477$635,407
Equipment$57,707$93,706$151,413
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan Frampton PhdPresident/bod Secretary/treasurerFT$241,974$24,366$266,340
Randall L CarterSVP, PlanetreeFT$160,182$12,880$173,062
Donal a ManningChief Operating OfficerFT$137,330$24,394$161,724
Karin JaySr Director Int Bus Dev & OpsFT$143,862$10,224$154,086
James KinseyDirector of CoachingFT$105,584$20,303$125,887
Lisa DonnarummaCHF Creative Off & Director OpFT$108,093$11,287$119,380
Gillian CappielloSr Field Operations SpecFT$100,620$10,474$111,094

Board Members and Trustees

NameTitle
Patrick a CharmelChairman
Barbra GoldDirector
Carol WahlDirector
Dael WaxmanDirector
Frank M OsakDirector
George S LoganDirector
Gerald T Weiner EsqDirector
Jean Crum Jones Mph RdDirector
Joel SeligmanDirector
John J ZaprzalkaDirector
John W Betkoski IiiDirector
Karen TimmonsDirector
Kenneth BaldygaDirector
Kenneth J Dobuler MdDirector
Philip J Wilner Md MbaDirector
Richard HankeDirector
Robert G ReissDirector
Steve Horowitz MdDirector
Susan StoneDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$152,792
Program Service Revenue
$3,272,837
Investment Income
$23,017
Other Revenue
$1,804
All Other Contributions
$152,792
Change in Net Assets
$83,668

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,450,450
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$154,395
Total Revenue per Audited Statements
$3,604,845
Total Revenue per Form 990
$3,450,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,238,575
Other Expenses$1,128,207
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,219,659$64,193-$1,283,852
Conferences and Meetings$513,941$27,050-$540,991
Current Officers, Directors, Trustees, and Key Employees$416,858$21,940-$438,798
Other Employee Benefits$314,868$16,572-$331,440
Fees for Services Other$56,568$185,941-$242,509
Payroll Taxes$116,037$6,107-$122,144
Information Technology$90,987$4,789-$95,776
Travel$51,068$13,922-$64,990
Pension Plan Contributions$59,224$3,117-$62,341
Office Expenses$52,257$2,750-$55,007
Depreciation Depletion$44,115$2,322-$46,437
Advertising$29,166$1,535-$30,701
Fees for Services Legal-$7,525-$7,525
Occupancy$2,503$132-$2,635
Other Expenses$1,230$65-$1,295
All Other Expenses$760$40-$800
Total Functional Expenses$3,008,646$358,136$0$3,366,782

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,580,237
Expenses per Audited Statements$3,366,782
Total Expenses per Form 990$3,366,782
Expenses Not Reported on Form 990$213,455
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$1,518,117
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The governing members of the organization are elected at the annual meeting.”

Form 990, Part VI, Section A, Line 8B

“Planetree, inc. Did not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by management prior to filing.”

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

“A questionnaire is sent annually and disclosed at the annual board meeting.”

Form 990, Part VI, Section B, Line 15

“Compensation of officers, board members, and key employees are reviewed annually. The ceo reviews with the compensation committee all officers and directors in the first quarter of the calendar year.”

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.”

Filing and Contact Details

Filer

Filer Name
Planetree Inc
EIN
06-1505284
Phone
2037321365
Address
130 DIVISION STREET, DERBY, CT 06418

Signing Officer

Name
James Downey
Title
Controller
Phone
2037321365
Signed
2016-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Frampton
Formed
1998
Legal Domicile
Ct
Voting Board Members
20
Independent Board Members
17
Employees
24
Volunteers
0

Preparer

Firm
Marcum Llp
Address
CITY PLACE II 185 ASYLUM STREET, HARTFORD, CT 06103
Preparer
Douglas Farrington
Phone
8607600600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for selecting an independent audit firm and for overseeing the financial statement preparation process.”

Financial Statement Notes

PART X, LINE 2:

“Ghsc and its subsidiaries, with the exception of ghv, 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. Ghv has unused net operating loss carryforwards of approximately $4,675,000 and $4,881,000 available to offset future taxable income as of september 30, 2015 and 2014, respectively. These carryforwards expire in various years through 2028. Deferred tax assets relate primarily to the tax effects of this net operating loss carryforwards. Because there is no assurance that ghv will have taxable income in the future, the deferred tax assets have been fully offset by a valuation allowance. There is no current tax provision in fiscal 2015 and 2014. Haic, located in the cayman islands, is not subject to income, estate, corporation, capital gains or other taxes payable under current cayman islands law. Management has analyzed the tax positions taken and has concluded that as of septemeber 30, 2015, there are no uncertain tax positions taken or expected to be taken in that would require recognition of a liability (or asset) or disclosure in the financial statements. Ghsc and its subsidiaries are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes ghsc and its subsidiaries are no longer subject to income tax examinations prior to 2012.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenue / expense reclass 213,455.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Revenue / expense reclass 213,455.”

Raw XML AppendixShowing 400 of 829 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0136895
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0118595
IRS990/AccountsReceivableGrp/BOYAmt0683685
IRS990/AccountsReceivableGrp/EOYAmt01462878
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0NONPROFIT MEMBERSHIP ORGANIZATIONS WORKING WITH HOSPITALS AND OTHER HEALTHCARE ORGANIZATIONS TO DEVELOP AND IMPLEMENT PATIENT-CENTERED CARE IN HEALING ENVIRONMENTS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01535
IRS990/AdvertisingGrp/ProgramServicesAmt029166
IRS990/AdvertisingGrp/TotalAmt030701
IRS990/AllOtherContributionsAmt0152792
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt040
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0760
IRS990/AllOtherExpensesGrp/TotalAmt0800
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES DOWNEY
IRS990/BooksInCareOfDetail/PhoneNum02037327528
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0130 DIVISION STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DERBY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006418
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01015126
IRS990/CashNonInterestBearingGrp/EOYAmt0241752
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021940
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0416858
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0438798
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt027050
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0513941
IRS990/ConferencesMeetingsGrp/TotalAmt0540991
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0152792
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt023017
IRS990/CYOtherExpensesAmt01128207
IRS990/CYOtherRevenueAmt01804
IRS990/CYProgramServiceRevenueAmt03272837
IRS990/CYRevenuesLessExpensesAmt083668
IRS990/CYSalariesCompEmpBnftPaidAmt02238575
IRS990/CYTotalExpensesAmt03366782
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03450450
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02006035
IRS990/DeferredRevenueGrp/EOYAmt02008269
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02322
IRS990/DepreciationDepletionGrp/ProgramServicesAmt044115
IRS990/DepreciationDepletionGrp/TotalAmt046437
IRS990/Desc0PLANETREE'S GOAL IS TO SERVE AS A CATALYST IN THE DEVELOPMENT AND IMPLEMENTATION OF NEW MODELS OF HEALTHCARE WHICH ARE PATIENT-CENTERED, VALUE BASED AND HOLISTIC, INTEGRATE THE BEST OF WESTERN SCIENTIFIC MEDICINE WITH TIME HONORED HEALING PRACTICES, AND CULTIVATE THE HEALING OF THE MIND, BODY AND SPIRIT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt024
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03008646
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07525
IRS990/FeesForServicesLegalGrp/TotalAmt07525
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0185941
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt056568
IRS990/FeesForServicesOtherGrp/TotalAmt0242509
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt245.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt175.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt194.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt223884
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt34219
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt424366
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt207065
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt215071
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2219241
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2320303
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2411287
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2510474
IRS990/Form990PartVIISectionAGrp/PersonNm0KENNETH BALDYGA
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN W BETKOSKI III
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICK A CHARMEL
IRS990/Form990PartVIISectionAGrp/PersonNm3KENNETH J DOBULER MD
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN FRAMPTON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBRA GOLD
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD HANKE
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE HOROWITZ MD
IRS990/Form990PartVIISectionAGrp/PersonNm8JEAN CRUM JONES MPH RD
IRS990/Form990PartVIISectionAGrp/PersonNm9GEORGE S LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm10FRANK M OSAK
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT G REISS
IRS990/Form990PartVIISectionAGrp/PersonNm12JOEL SELIGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN STONE
IRS990/Form990PartVIISectionAGrp/PersonNm14KAREN TIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm15CAROL WAHL
IRS990/Form990PartVIISectionAGrp/PersonNm16DAEL WAXMAN
IRS990/Form990PartVIISectionAGrp/PersonNm17GERALD T WEINER ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm18PHILIP J WILNER MD MBA
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN J ZAPRZALKA
IRS990/Form990PartVIISectionAGrp/PersonNm20RANDALL L CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm21KARIN JAY
IRS990/Form990PartVIISectionAGrp/PersonNm22DONAL A MANNING
IRS990/Form990PartVIISectionAGrp/PersonNm23JAMES KINSEY
IRS990/Form990PartVIISectionAGrp/PersonNm24LISA DONNARUMMA
IRS990/Form990PartVIISectionAGrp/PersonNm25GILLIAN CAPPIELLO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4241974
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20165997
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21149015
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22142483
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23105584
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24108093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25100620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2490610
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3240430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT/BOD SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20SVP, PLANETREE
IRS990/Form990PartVIISectionAGrp/TitleTxt21SR DIR INT BUS DEV & OPS
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF COACHING
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHF CREATIVE OFF & DIR OP
IRS990/Form990PartVIISectionAGrp/TitleTxt25SR FIELD OPERATIONS SPEC
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03450450
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04789
IRS990/InformationTechnologyGrp/ProgramServicesAmt090987
IRS990/InformationTechnologyGrp/TotalAmt095776
IRS990/InvestmentIncomeGrp/ExclusionAmt023017
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023017
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01224563
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01188465
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0324183
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0507798
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0462637
IRS990/LandBldgEquipCostOrOtherBssAmt0786820
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONPROFIT MEMBERSHIP ORGANIZATIONS WORKING WITH HOSPITALS AND OTHER HEALTHCARE ORGANIZATIONS TO DEVELOP AND IMPLEMENT PATIENT-CENTERED CARE IN HEALING ENVIRONMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0157842
IRS990/NetAssetsOrFundBalancesEOYAmt0182450
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-59060
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0132
IRS990/OccupancyGrp/ProgramServicesAmt02503
IRS990/OccupancyGrp/TotalAmt02635
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02750
IRS990/OfficeExpensesGrp/ProgramServicesAmt052257
IRS990/OfficeExpensesGrp/TotalAmt055007
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016572
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0314868
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0331440
IRS990/OtherExpensesGrp/Desc0GRANT EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2STAFF/AFFILIATE RECOGNI
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0136
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt165
IRS990/OtherExpensesGrp/ProgramServicesAmt031812
IRS990/OtherExpensesGrp/ProgramServicesAmt15004
IRS990/OtherExpensesGrp/ProgramServicesAmt22589
IRS990/OtherExpensesGrp/ProgramServicesAmt31230
IRS990/OtherExpensesGrp/TotalAmt031812
IRS990/OtherExpensesGrp/TotalAmt15004
IRS990/OtherExpensesGrp/TotalAmt22725
IRS990/OtherExpensesGrp/TotalAmt31295
IRS990/OtherLiabilitiesGrp/BOYAmt01505823
IRS990/OtherLiabilitiesGrp/EOYAmt01518117
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt064193
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01219659
IRS990/OtherSalariesAndWagesGrp/TotalAmt01283852
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06107
IRS990/PayrollTaxesGrp/ProgramServicesAmt0116037
IRS990/PayrollTaxesGrp/TotalAmt0122144
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03117
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt059224
IRS990/PensionPlanContributionsGrp/TotalAmt062341
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0375423
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0471699
IRS990/PrincipalOfficerNm0SUSAN FRAMPTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1561499
IRS990/ProgramServiceRevenueGrp/BusinessCd2561499
IRS990/ProgramServiceRevenueGrp/BusinessCd3541610
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3INT'L LICENSING & CONS
IRS990/ProgramServiceRevenueGrp/Desc4SPEAKER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01363499
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11157769

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,827,431
Liabilities
$3,644,981
Net assets
$182,450
Revenue
$3,450,450
Expenses
$3,366,782
Net income
$83,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.42$4.60$1.17$1.92$3.01$1.09
2023Detailed filing. Detailed filing data is available for this year.$5.45$5.74$0.29$3.46$3.76$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$5.68$0.08$4.00$3.89$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.66$5.59$0.07$4.31$3.89$0.42
2020Detailed filing. Detailed filing data is available for this year.$5.11$4.86$0.25$4.60$4.61$0.01
2019Detailed filing. Detailed filing data is available for this year.$5.90$5.67$0.23$4.77$4.87$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.74$3.26$0.47$3.61$3.47$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.10$3.82$0.28$3.29$3.33$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.89$3.66$0.23$3.59$3.61$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.83$3.64$0.18$3.45$3.37$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.81$3.65$0.16$3.96$4.40$0.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$3.43$0.54$6.56$6.25$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$3.82$0.21$7.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$4.09$0.42$6.50
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits