Civic Intelligence

Saint Francis Pho Foundation Inc

EIN 20-8176133 • 501(c)3 • Windsor, CT

Profile

The foundation was formed to focus on improving the quality of care delivered to patients through research initiatives based on evidence-based practice guidelines and the use of informational technology tools.

200 Day Hill Road 3rd FloorWindsor, CT 06095

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

0.43x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

49.77x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

43rd percentile

0.8%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$663,234

Up $5,584 (+0.8%) from 2023

Liabilities

Flat

$287,142

Flat from 2023

Net Assets

Up

$376,092

Up $5,584 (+1.5%) from 2023

Revenue

Down

$5,769

Down $607,374 (-99%) from 2023

Expenses

Down

$185

Down $613,162 (-100%) from 2023

Net Income

Up

$5,584

Up $5,788 (+2837%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $7,643Liabilities 2010: $0Net Assets 2010: $7,6432010Assets 2011: $22,433Liabilities 2011: $0Net Assets 2011: $22,4332011Assets 2012: $20,058Liabilities 2012: $0Net Assets 2012: $20,0582012Assets 2013: $13,399Liabilities 2013: $0Net Assets 2013: $13,3992013Assets 2014: $26,016Liabilities 2014: $0Net Assets 2014: $26,0162014Assets 2015: $20,078Liabilities 2015: $0Net Assets 2015: $20,0782015Assets 2016: $20,641Liabilities 2016: $0Net Assets 2016: $20,6412016Assets 2017: $21,683Liabilities 2017: $0Net Assets 2017: $21,6832017Assets 2021: $2,070,574Liabilities 2021: $0Net Assets 2021: $2,070,5742021Assets 2022: $2,820,024Liabilities 2022: $521,060Net Assets 2022: $2,298,9642022Assets 2023: $657,650Liabilities 2023: $287,142Net Assets 2023: $370,5082023Assets 2024: $663,234Liabilities 2024: $287,142Net Assets 2024: $376,0922024

Highlighted filing

2024

Assets$663,234
Liabilities$287,142
Net Assets$376,092

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $78,710Expenses 2010: $88,077Net Income 2010: -$9,3672010Revenue 2011: $46,588Expenses 2011: $31,798Net Income 2011: $14,7902011Revenue 2012: $950Expenses 2012: $3,325Net Income 2012: -$2,3752012Revenue 2013: $42,320Expenses 2013: $48,979Net Income 2013: -$6,6592013Revenue 2014: $60,004Expenses 2014: $47,387Net Income 2014: $12,6172014Revenue 2015: $39,943Expenses 2015: $45,881Net Income 2015: -$5,9382015Revenue 2016: $19,501Expenses 2016: $18,938Net Income 2016: $5632016Revenue 2017: $1,042Expenses 2017: $0Net Income 2017: $1,0422017Revenue 2021: $2,050,000Expenses 2021: $150,687Net Income 2021: $1,899,3132021Revenue 2022: $278,890Expenses 2022: $29,440Net Income 2022: $249,4502022Revenue 2023: $613,143Expenses 2023: $613,347Net Income 2023: -$2042023Revenue 2024: $5,769Expenses 2024: $185Net Income 2024: $5,5842024

Highlighted filing

2024

Revenue$5,769
Expenses$185
Net Income$5,584

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$5,769
Mission and Program Overview

Mission

The purposes of the corporation are to assess and improve the quality and safety of health care delivered to patients, and to implement change to improve the efficiency and cost effectiveness of the health care delivery system. The corporation may achieve its purposes by engaging in (i) research, (ii) practitioner, provider and patient education, and (iii) community outreach programs.

The foundation was formed to focus on improving the quality of care delivered to patients through research initiatives based on evidence-based practice guidelines and the use of informational technology tools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$370,508$376,092▲ $5,584
Cash and Non-Interest-Bearing Accounts$57,450$63,034▲ $5,584
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$657,650$663,234▲ $5,584
Other Assets Total$600,200$600,200→ $0
Liabilities
Accounts Payable and Accrued Expenses$287,142$287,142→ $0
Total Liabilities$287,142$287,142→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$370,508$376,092▲ $5,584
Total Liabilities and Net Assets / Fund Balance$657,650$663,234▲ $5,584

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$600,200--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anthony Posteraro MdChairman of Board
Lisa Trumble MbaPresident/CEO/director
James Uberti MdVice Chair of Board
David HowlettDirector
Erik Carlson MdDirector
Francine YorkDirector
James Brakoniecki MdDirector
Jackie Garrett MdSecretary
Ari Geller DoTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$769
Other Revenue
$0
Change in Net Assets
$5,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$185-$185
Total Functional Expenses$0$185$0$185
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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 2

All board members and officers are sone helath employees.

Form 990, Part VI, Section B, Line 11B

The full copy of 990 will be provided to board members for review before filing.

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

The foundation is related to sone and utilizes the policies of the parent company. Sone has a conflict of interest policy in place. All sone board members, officers and leadership team to sign the coi annually.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Saint Francis Pho Foundation Inc
EIN
20-8176133
Phone
8607145606
Address
200 DAY HILL ROAD 3RD FLOOR, WINDSOR, CT 06095

Signing Officer

Name
Lisa Trumble
Title
President & CEO
Phone
8607145606
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Trumble
Formed
2006
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Karen S Ng
Phone
6174399700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There was no change in the oversight process or selection process during the tax year.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0600200
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERCOMPANY ASSETS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0600200
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0142500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0495553
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06466
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt08628
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA TRUMBLE MBA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0653147
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS AND OFFICERS ARE SONE HELATH EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FULL COPY OF 990 WILL BE PROVIDED TO BOARD MEMBERS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION IS RELATED TO SONE AND UTILIZES THE POLICIES OF THE PARENT COMPANY. SONE HAS A CONFLICT OF INTEREST POLICY IN PLACE. ALL SONE BOARD MEMBERS, OFFICERS AND LEADERSHIP TEAM TO SIGN THE COI ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HEALTHCARE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SONE HEALTHCARE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt095 WOODLAND STREET 4TH FLOOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HARTFORD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd006105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt05000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SONE HEALTHCARE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0657650
IRS990/TotalAssetsEOYAmt0663234
IRS990/TotalAssetsGrp/BOYAmt0657650
IRS990/TotalAssetsGrp/EOYAmt0663234
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0185
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0185
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0287142
IRS990/TotalLiabilitiesEOYAmt0287142
IRS990/TotalLiabilitiesGrp/BOYAmt0287142
IRS990/TotalLiabilitiesGrp/EOYAmt0287142
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370508
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0376092
IRS990/TotalOtherCompensationAmt06466
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0769
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05769
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0657650
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IRS990/TotReportableCompRltdOrgAmt0646681
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 DAY HILL ROAD 3RD FLOOR
IRS990/USAddress/CityNm0WINDSOR
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006095
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA TRUMBLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08607145606
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT FRANCIS PHO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0208176133
ReturnHeader/Filer/PhoneNum08607145606
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 DAY HILL ROAD 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0WINDSOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042689883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOLF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA

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