Civic Intelligence

Chartercare Foundation

990 • Fiscal year 2016 • EIN 26-0236669

Oct 01, 2015 to Sep 30, 2016 • Filed on May 08, 2017

Organization ProfileWWW.CHARTERCAREFOUNDATION.ORG
7 Waterman AvenueNorth Providence, RI 02911

(401) 349-4602

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

99th percentile

244%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2016

Revenue Growth

94th percentile

99%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$8,920,155

Up $8,166,917 (+1084%) from 2014

Net Assets

Up

$8,913,365

Up $8,196,542 (+1143%) from 2014

Liabilities

Down

$6,790

Down $29,625 (-81%) from 2014

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin89th percentile

Revenue

Up

$554,367

Up $413,764 (+294%) from 2014

Expenses

Up

$329,871

Up $77,686 (+31%) from 2014

Net Income

Up

$224,496

Up $336,078 (+301%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $622,829Liabilities 2010: $653,211Net Assets 2010: -$30,3822010Assets 2012: $372,053Liabilities 2012: $313,591Net Assets 2012: $58,4622012Assets 2013: $450,630Liabilities 2013: $569,557Net Assets 2013: -$118,9272013Assets 2014: $753,238Liabilities 2014: $36,415Net Assets 2014: $716,8232014Assets 2016: $8,920,155Liabilities 2016: $6,790Net Assets 2016: $8,913,3652016Assets 2017: $9,478,656Liabilities 2017: $211,405Net Assets 2017: $9,267,2512017Assets 2018: $9,516,348Liabilities 2018: $0Net Assets 2018: $9,516,3482018Assets 2019: $9,339,645Liabilities 2019: $0Net Assets 2019: $9,339,6452019Assets 2020: $5,520,496Liabilities 2020: $0Net Assets 2020: $5,520,4962020Assets 2021: $6,584,245Liabilities 2021: $0Net Assets 2021: $6,584,2452021Assets 2022: $5,773,213Liabilities 2022: $0Net Assets 2022: $5,773,2132022Assets 2023: $6,008,338Liabilities 2023: $0Net Assets 2023: $6,008,3382023Assets 2024: $6,785,792Liabilities 2024: $0Net Assets 2024: $6,785,7922024

Highlighted filing

2016

Assets$8,920,155
Liabilities$6,790
Net Assets$8,913,365
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$5.0M$0-$5.0MExpenses 2010: $398,1502010Expenses 2012: $311,0602012Expenses 2013: $329,5862013Revenue 2014: $140,603Expenses 2014: $252,185Net Income 2014: -$111,5822014Revenue 2016: $554,367Expenses 2016: $329,871Net Income 2016: $224,4962016Revenue 2017: $316,578Expenses 2017: $342,169Net Income 2017: -$25,5912017Revenue 2018: $669,659Expenses 2018: $577,549Net Income 2018: $92,1102018Revenue 2019: $470,788Expenses 2019: $431,182Net Income 2019: $39,6062019Revenue 2020: $283,883Expenses 2020: $4,397,770Net Income 2020: -$4,113,8872020Revenue 2021: $428,363Expenses 2021: $395,834Net Income 2021: $32,5292021Revenue 2022: $591,561Expenses 2022: $457,010Net Income 2022: $134,5512022Revenue 2023: $245,530Expenses 2023: $422,504Net Income 2023: -$176,9742023Revenue 2024: $341,589Expenses 2024: $346,671Net Income 2024: -$5,0822024

Highlighted filing

2016

Revenue$554,367
Expenses$329,871
Net Income$224,496
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 8, 2017
Return Version
2015v3.0
Gross Receipts
$554,367
Mission and Program Overview

Mission

To serve as a community resource for accessible, affordable and responsive health care and related services- include disease prevention, education and research grants, scholarships, clinics and related activities to benefit the greater rhode island community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$7,999,266$8,507,388▲ $508,122
Savings and Temporary Cash Investments$677,431$412,767▼ $264,664
Total Assets$8,676,697$8,920,155▲ $243,458
Liabilities
Accounts Payable and Accrued Expenses$6,790$6,790→ $0
Total Liabilities$6,790$6,790→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,316,721$8,518,236▲ $201,515
Unrestricted Net Assets$353,186$395,129▲ $41,943
Total Net Assets Fund Balance$8,669,907$8,913,365▲ $243,458
Total Liabilities and Net Assets / Fund Balance$8,676,697$8,920,155▲ $243,458

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$8,507,388--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Donald C McqueenPresident
Paula IaconoExecutive Director
Abby Maizel Md PhdMember
Ellen Mccarty Rn PhdMember
Richard Beretta EsquireMember
Peter F Deblasio Jr MdSecretary
Patricia Wegzryn McgreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,356
Program Service Revenue
$0
Investment Income
$482,637
Other Revenue
$3,374
All Other Contributions
$68,356
Change in Net Assets
$224,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$230,953
Salaries, Compensation, and Employee Benefits$98,918
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$65,057$27,881-$92,938
Occupancy$6,720$2,880-$9,600
Office Expenses-$9,043-$9,043
Insurance-$6,590-$6,590
Payroll Taxes$4,186$1,794-$5,980
Fees for Services Legal-$5,357-$5,357
Fees for Services Other-$2,383-$2,383
Fees for Services Accounting-$2,200-$2,200
Other Expenses$885$1,209-$885
All Other Expenses$246$43-$289
Travel-$50-$50
Total Functional Expenses$270,441$59,430$0$329,871
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board president review and approve the form 990 before the return is issued.”

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

“The conflict of interest policy included in the by-laws is to protect the corporation's interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or trustee of the corporation. In connection with any actual or possible confflicts of interest, and interested person must disclose the existence of his or her financial interest and all material facts to the officers, trustees, and members of any committees with board-designated powers considering the proposed transaction or arrangement. On an annual basis, each member of the board is required to complete a conflict of interest statement and all responses are submitted and reviewed by legal counsel. Any actual and possible conflicts of interest are reviewed with the board of trustees.”

Form 990, Part VI, Section C, Line 19

“Chartercare health partners foundation makes its tax return, governing documents, conflict of interest policy, and financial statements available to the public upon request. Its tax return is also available on www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Chartercare Foundation
EIN
26-0236669
Phone
4013494602
Address
7 WATERMAN AVENUE, NORTH PROVIDENCE, RI 02911

Signing Officer

Name
Donald Mcqueen
Title
President
Phone
4013494602
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald C Mcqueen
Formed
2007
Legal Domicile
Ri
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
0

Preparer

Firm
Mullen Scorpio & Cerilli
Address
67 CEDAR STREET, PROVIDENCE, RI 02903
Preparer
Patricia M Cerilli
Phone
4017513860
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD PRESIDENT REVIEW AND APPROVE THE FORM 990 BEFORE THE RETURN IS ISSUED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY INCLUDED IN THE BY-LAWS IS TO PROTECT THE CORPORATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR TRUSTEE OF THE CORPORATION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFFLICTS OF INTEREST, AND INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE OFFICERS, TRUSTEES, AND MEMBERS OF ANY COMMITTEES WITH BOARD-DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT AND ALL RESPONSES ARE SUBMITTED AND REVIEWED BY LEGAL COUNSEL. ANY ACTUAL AND POSSIBLE CONFLICTS OF INTEREST ARE REVIEWED WITH THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHARTERCARE HEALTH PARTNERS FOUNDATION MAKES ITS TAX RETURN, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ITS TAX RETURN IS ALSO AVAILABLE ON WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt08316721
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt08518236
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08676697
IRS990/TotalAssetsEOYAmt08920155
IRS990/TotalAssetsGrp/BOYAmt08676697
IRS990/TotalAssetsGrp/EOYAmt08920155
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt068356
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt059430
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0270441
IRS990/TotalFunctionalExpensesGrp/TotalAmt0329871
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06790
IRS990/TotalLiabilitiesEOYAmt06790
IRS990/TotalLiabilitiesGrp/BOYAmt06790
IRS990/TotalLiabilitiesGrp/EOYAmt06790
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08669907
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08913365
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0270441
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0482637
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03374
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0554367
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08676697
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08920155
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt050
IRS990/TravelGrp/TotalAmt050
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0353186
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0395129
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07 WATERMAN AVENUE
IRS990/USAddress/CityNm0NORTH PROVIDENCE
IRS990/USAddress/StateAbbreviationCd0RI
IRS990/USAddress/ZIPCd002911
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.CHARTERCAREFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD MCQUEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04013494602
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTERCARE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0260236669
ReturnHeader/Filer/PhoneNum04013494602
ReturnHeader/Filer/USAddress/AddressLine1Txt07 WATERMAN AVENUE
ReturnHeader/Filer/USAddress/CityNm0NORTH PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002911
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050392605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MULLEN SCORPIO & CERILLI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt067 CEDAR STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04017513860
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA M CERILLI
ReturnHeader/ReturnTs02017-05-08T14:46:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,920,155
Liabilities
$6,790
Net assets
$8,913,365
Revenue
$554,367
Expenses
$329,871
Net income
$224,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.34$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.25$0.42$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.00$5.77$0.59$0.46$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.43$0.40$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.28$4.40$4.11
2019Detailed filing. Detailed filing data is available for this year.$9.34$0.00$9.34$0.47$0.43$0.04
2018Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.67$0.58$0.09
2017Detailed filing. Detailed filing data is available for this year.$9.48$0.21$9.27$0.32$0.34$0.03
2016Detailed filing. Detailed filing data is available for this year.$8.92$0.01$8.91$0.55$0.33$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.04$0.72$0.14$0.25$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.57$0.12$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.31$0.06$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.65$0.03$0.40
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits