Civic Intelligence

Saint Francis Pho Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-8176133

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

95 Woodland Street 4th FloorHartford, CT 06105

(860) 714-5606

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-95%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$21,683

Up $1,042 (+5.0%) from 2016

Net Assets

Up

$21,683

Up $1,042 (+5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$1,042

Down $18,459 (-95%) from 2016

Expenses

Down

$0

Down $18,938 (-100%) from 2016

Net Income

Up

$1,042

Up $479 (+85%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$21,683
Liabilities$0
Net Assets$21,683

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$1,042
Expenses$0
Net Income$1,042
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$32,283
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.

Program Services

DescriptionGrantsExpenses
2017 WAS OUR FIFTH YEAR OF OPERATIONS AFTER ACCEPTANCE INTO THE MSSP ACO PROGRAM. IN 2017 WE FOCUSED ON EDUCATING THE PROVIDERS ON THE IMPORTANCE OF HCC CODING AND REVALIDATION OF THE DIAGNOSIS CODING FOR ALL PATIENTS. THIS HELPED TO ALIGN CARE COORDINATION SERVICES MORE APPROPRIATELY FOR MODERATE TO HIGH RISK PATIENTS. NO ANNUAL CONFERENCE WAS HELD BUT A COMMUNITY OUTREACH EVENT WAS HELD IN 2017 THAT RAISED MONEY FOR LOCAL CHARITABLE COMMUNITY ORGANIZATIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS DADLEZVice Chairman-$0--
DAVID BITTNERTreasurer-$0--
ROY ZAGIEBOYLO MDSecretary-$0--
JESS KUPECPresident-$0--
ELLISON BERNS MDChairman-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Toast to Katie$32,283$26,858$491$26,367
Total Events$32,283$26,858$31,241$-4,383
Filing and Contact Details

Filer

Filer Name
Saint Francis Pho Foundation Inc
EIN
20-8176133
Phone
8607145606
Address
95 WOODLAND STREET 4TH FLOOR, HARTFORD, CT 06105

Signing Officer

Name
Jess Kupec
Title
President
Phone
8607145606
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
350 CHURCH STREET 12TH FLOOR, HARTFORD, CT 06103
Preparer
Alan Larkin
Phone
9592007000
Raw XML Appendix176 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02017 WAS OUR FIFTH YEAR OF OPERATIONS AFTER ACCEPTANCE INTO THE MSSP ACO PROGRAM. IN 2017 WE FOCUSED ON EDUCATING THE PROVIDERS ON THE IMPORTANCE OF HCC CODING AND REVALIDATION OF THE DIAGNOSIS CODING FOR ALL PATIENTS. THIS HELPED TO ALIGN CARE COORDINATION SERVICES MORE APPROPRIATELY FOR MODERATE TO HIGH RISK PATIENTS. NO ANNUAL CONFERENCE WAS HELD BUT A COMMUNITY OUTREACH EVENT WAS HELD IN 2017 THAT RAISED MONEY FOR LOCAL CHARITABLE COMMUNITY ORGANIZATIONS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME - 2017 AMOUNT: $ 26,858.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESS KUPEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08607145606
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT FRANCIS PHO FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0208176133
ReturnHeader/Filer/PhoneNum08607145606
ReturnHeader/Filer/USAddress/AddressLine1Txt095 WOODLAND STREET 4TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006105
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ReturnHeader/FilingSecurityInformation/IPTm015:35:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 CHURCH STREET 12TH FLOOR
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum09592007000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN LARKIN
ReturnHeader/ReturnTs02018-11-05T10:58:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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