Civic Intelligence

Planetree International Inc.

990 • Fiscal year 2017 • EIN 06-1505284

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 13, 2018

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

0.93x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

1.16x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

35th percentile

-1.3%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

98th percentile

$548,805

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

57th percentile

5.4%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-8.6%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$4,102,991

Up $210,021 (+5.4%) from 2016

Net Assets

Up

$284,963

Up $54,628 (+24%) from 2016

Liabilities

Up

$3,818,028

Up $155,393 (+4.2%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin35th percentile

Revenue

Down

$3,285,803

Down $307,753 (-8.6%) from 2016

Expenses

Down

$3,329,721

Down $279,774 (-7.8%) from 2016

Net Income

Down

-$43,918

Down $27,979 (-176%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2017

Assets$4,102,991
Liabilities$3,818,028
Net Assets$284,963
Open 2017 Filing

Operations Trend

Revenue Growth22nd 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

2017

Revenue$3,285,803
Expenses$3,329,721
Net Income-$43,918
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 13, 2018
Return Version
2016v3.0
Gross Receipts
$3,285,803
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$1,597,058$1,604,445▲ $7,387
Investments in Publicly Traded Securities$1,273,573$1,321,998▲ $48,425
Prepaid Expenses and Deferred Charges$487,700$583,773▲ $96,073
Land, Buildings, and Equipment, Net$417,942$374,556▼ $43,386
Cash and Non-Interest-Bearing Accounts$116,697$218,219▲ $101,522
Total Assets$3,892,970$4,102,991▲ $210,021
Liabilities
Deferred Revenue$2,021,901$2,000,489▼ $21,412
Other Liabilities$1,520,939$1,675,114▲ $154,175
Accounts Payable and Accrued Expenses$119,795$142,425▲ $22,630
Total Liabilities$3,662,635$3,818,028▲ $155,393
Net Assets / Fund Balance
Unrestricted Net Assets$197,838$252,466▲ $54,628
Temporarily Rstr Net Assets$32,497$32,497→ $0
Total Net Assets Fund Balance$230,335$284,963▲ $54,628
Total Liabilities and Net Assets / Fund Balance$3,892,970$4,102,991▲ $210,021

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$338,653$296,754$635,407
Equipment$35,903$115,511$151,414
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan Frampton PhdPresident/bod Secretary/treasurerFT$240,096$21,863$261,959
Donal ManningControllerFT$153,919$19,527$173,446
Karin JaySenior Director of InternationalFT$157,481$4,051$161,532
Randall L CarterSVP, PlanetreeFT$134,943$2,171$137,114
James KinseyDirector of CoachingFT$107,394$19,271$126,665
Lisa DonnarummaDirector of OperationsFT$109,815$7,836$117,651

Board Members and Trustees

NameTitle
Patrick a CharmelChairman
Dael WaxmanDirector
George S LoganDirector
Gerald T Weiner EsqDirector
Jean Crum Jones Mph RdDirector
John J ZaprzalkaDirector
John W Betkoski IiiDirector
Kenneth BaldygaDirector
Kenneth J Dobuler MdDirector
Philip J Wilner Md MbaDirector
Richard HankeDirector
Robert G ReissDirector
Susan StoneDirector
anne l rooney rn msn mphdirECTOR
cor calisDirector
james atty FACHEDirector
jason jonesDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,262,628
Investment Income
$21,496
Other Revenue
$1,679
Change in Net Assets
$-43,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,285,803
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$391,767
Total Revenue per Audited Statements
$3,677,570
Total Revenue per Form 990
$3,285,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,168,253
Other Expenses$1,161,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,313,931$69,154-$1,383,085
Conferences and Meetings$538,352$26,514-$564,866
Current Officers, Directors, Trustees, and Key Employees$271,245$14,276-$285,521
Other Employee Benefits$269,236$14,170-$283,406
Fees for Services Other$45,906$122,417-$168,323
Payroll Taxes$115,825$6,096-$121,921
Advertising$95,988$5,052-$101,040
Pension Plan Contributions$89,604$4,716-$94,320
Travel$77,009$4,053-$81,062
Information Technology$76,897$4,047-$80,944
Depreciation Depletion$41,217$2,169-$43,386
Office Expenses$24,410$1,285-$25,695
Occupancy$8,466$446-$8,912
Fees for Services Legal-$3,734-$3,734
Other Expenses$2,695$142-$2,837
All Other Expenses$544$29-$573
Total Functional Expenses$3,050,606$279,115$0$3,329,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,622,942
Expenses per Audited Statements$3,329,721
Total Expenses per Form 990$3,329,721
Expenses Not Reported on Form 990$293,221
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$1,675,114
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 11B

“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
2018-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Frampton
Formed
1998
Legal Domicile
Ct
Voting Board Members
18
Independent Board Members
15
Employees
16
Volunteers
0

Preparer

Firm
Marcum LLP
Address
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 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. GHV has unused net operating loss carryforwards of approximately $5.6 million and $5.4 million available to offset future taxable income as of September 30, 2017 and 2016, respectively. These carryforwards expire in various years through 2029. Deferred tax assets relate primarily to the tax effects of the 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 2017 and 2016. 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, 2017 and 2016, 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 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.”

Part XI, Line 2D - Other Adjustments:

“revenue / expense reclass - expense reimbursement 293,221.”

Part XII, Line 2D - Other Adjustments:

“revenue / expense reclass - expense reimbursement 293,221.”

Raw XML AppendixShowing 400 of 786 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN FRAMPTON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD HANKE
IRS990/Form990PartVIISectionAGrp/PersonNm8jason jones
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IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN J ZAPRZALKA
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IRS990/Form990PartVIISectionAGrp/PersonNm19KARIN JAY
IRS990/Form990PartVIISectionAGrp/PersonNm20DONAL MANNING
IRS990/Form990PartVIISectionAGrp/PersonNm21JAMES KINSEY
IRS990/Form990PartVIISectionAGrp/PersonNm22LISA DONNARUMMA
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT/BOD SECRETARY/TREASURER
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/TitleTxt18SVP, PLANETREE
IRS990/Form990PartVIISectionAGrp/TitleTxt19SENIOR DIRECTOR OF INTERNATIONAL
IRS990/Form990PartVIISectionAGrp/TitleTxt20CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF COACHING
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF OPERATIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2493386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt352776
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,102,991
Liabilities
$3,818,028
Net assets
$284,963
Revenue
$3,285,803
Expenses
$3,329,721
Net income
-$43,918
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. 2017 filings • 501(c)3 • $1M-$5M nonprofits