Civic Intelligence

Chartercare Foundation

990 • Fiscal year 2016 • EIN 26-0236669

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 09, 2018

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

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

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

Net Margin

11th percentile

-28%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

99th percentile

235%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

89th percentile

45%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$8,478,131

Up $7,724,893 (+1026%) from 2014

Net Assets

Up

$8,471,341

Up $7,754,518 (+1082%) from 2014

Liabilities

Down

$6,790

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

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin11th percentile

Revenue

Up

$296,048

Up $155,445 (+111%) from 2014

Expenses

Up

$379,239

Up $127,054 (+50%) from 2014

Net Income

Up

-$83,191

Up $28,391 (+25%) 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 2016: $8,478,131Liabilities 2016: $6,790Net Assets 2016: $8,471,3412016Assets 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$8,478,131
Liabilities$6,790
Net Assets$8,471,341
Open 2016 Filing

Operations Trend

Revenue Growth89th 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 2016: $296,048Expenses 2016: $379,239Net Income 2016: -$83,1912016Revenue 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$296,048
Expenses$379,239
Net Income-$83,191
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 9, 2018
Return Version
2015v3.0
Gross Receipts
$296,048
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$7,390,954$8,065,364▲ $674,410
Savings and Temporary Cash Investments$677,431$412,767▼ $264,664
Total Assets$8,068,385$8,478,131▲ $409,746
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$7,708,409$8,076,212▲ $367,803
Unrestricted Net Assets$353,186$395,129▲ $41,943
Total Net Assets Fund Balance$8,061,595$8,471,341▲ $409,746
Total Liabilities and Net Assets / Fund Balance$8,068,385$8,478,131▲ $409,746

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$8,065,364--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Paula IaconoExecutive DirectorFT$88,046$88,046

Board Members and Trustees

NameTitle
Donald C McqueenPresident
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
$224,318
Other Revenue
$3,374
All Other Contributions
$68,356
Change in Net Assets
$-83,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,224
Grants and Similar Amounts Paid$135,097
Salaries, Compensation, and Employee Benefits$98,918
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$135,097--$135,097
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$108,798$0$379,239
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Clare NewportNewport, RI-Rehab Unit Equipment$28,195
Capital Community CentersProvidence, RI-Health Zone$25,000
Clince EsperanzaProvidence, RI-Vida Sana Program$25,000
ST MARY'S HOME FOR CHILDRENNorth Providence, RI-Building Bridges/ Hope Houses$24,302
Family Service of RiProvidence, RI-Walking School Bus$12,500
The Autism ProjectJohnston, RI-Social Skills Program$12,000
American Diabetes AssociationFramingham, MA-Camp Carefree$8,100
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
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
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 C Mcqueen
Title
President
Phone
4013494602
Signed
2018-08-09
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
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Box B

“The form was amended to reflect the investment detail earnings and the recording of grants . The changes were made on page 9, line 3 and line 7d; page 10 line 2 and line 24 a; page 11, line 13 and line 28; page 12, part xi lines 1 to 10; schedule a, part ii, line 8; schedule i was added for grant awards.”

Raw XML AppendixShowing 400 of 426 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/BOYAmt06790
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06790
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt068356
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt043
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0246
IRS990/AllOtherExpensesGrp/TotalAmt0289
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAULA IACONO
IRS990/BooksInCareOfDetail/PhoneNum04013494602
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07 WATERMAN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH PROVIDENCE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002911
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt068356
IRS990/CYGrantsAndSimilarPaidAmt0135097
IRS990/CYInvestmentIncomeAmt0224318
IRS990/CYOtherExpensesAmt0145224
IRS990/CYOtherRevenueAmt03374
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-83191
IRS990/CYSalariesCompEmpBnftPaidAmt098918
IRS990/CYTotalExpensesAmt0379239
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0296048
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0270441
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02200
IRS990/FeesForServicesAccountingGrp/TotalAmt02200
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05357
IRS990/FeesForServicesLegalGrp/TotalAmt05357
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02383
IRS990/FeesForServicesOtherGrp/TotalAmt02383
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD C MCQUEEN
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER F DEBLASIO JR MD
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA WEGZRYN MCGREEN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD BERETTA ESQUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm4ABBY MAIZEL MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm5ELLEN MCCARTY RN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm6PAULA IACONO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt688046
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0194599
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0135097
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0135097
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0135097
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0296048
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06590
IRS990/InsuranceGrp/TotalAmt06590
IRS990/InvestmentExpenseAmt0-23788
IRS990/InvestmentIncomeGrp/ExclusionAmt029719
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029719
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt07390954
IRS990/InvestmentsProgramRelatedGrp/EOYAmt08065364
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0RI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08061595
IRS990/NetAssetsOrFundBalancesEOYAmt08471341
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0194599
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0194599
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0497765
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02880
IRS990/OccupancyGrp/ProgramServicesAmt06720
IRS990/OccupancyGrp/TotalAmt09600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09043
IRS990/OfficeExpensesGrp/TotalAmt09043
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIP
IRS990/OtherExpensesGrp/Desc1INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc2EQUIP, RENTAL, MAINT
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11209
IRS990/OtherExpensesGrp/ProgramServicesAmt058250
IRS990/OtherExpensesGrp/ProgramServicesAmt1885
IRS990/OtherExpensesGrp/TotalAmt058250
IRS990/OtherExpensesGrp/TotalAmt149368
IRS990/OtherExpensesGrp/TotalAmt21209
IRS990/OtherExpensesGrp/TotalAmt3885
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03374
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03374
IRS990/OtherRevenueTotalAmt03374
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027881
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065057
IRS990/OtherSalariesAndWagesGrp/TotalAmt092938
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01794
IRS990/PayrollTaxesGrp/ProgramServicesAmt04186
IRS990/PayrollTaxesGrp/TotalAmt05980
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD C MCQUEEN
IRS990/PriorPeriodAdjustmentsAmt018960
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0166295
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt046942
IRS990/PYOtherExpensesAmt056163
IRS990/PYOtherRevenueAmt03500
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt087033
IRS990/PYSalariesCompEmpBnftPaidAmt073541
IRS990/PYTotalExpensesAmt0129704
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0216737
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-83191
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt03374
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0677431
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0412767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0166295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0217810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0369484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0444242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01266187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040463
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96900
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt01266187
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0166295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0217810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0369484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0444242
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01266187
IRS990ScheduleA/TotalSupportAmt01306650
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt08065364
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0POOLED INVESTMENTS-HELD BY RI FDN
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt08065364
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt112500
IRS990ScheduleI/RecipientTable/CashGrantAmt224302
IRS990ScheduleI/RecipientTable/CashGrantAmt312000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt58100
IRS990ScheduleI/RecipientTable/CashGrantAmt628195
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEALTH ZONE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1WALKING SCHOOL BUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2BUILDING BRIDGES/ HOPE HOUSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SOCIAL SKILLS PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4VIDA SANA PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CAMP CAREFREE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6REHAB UNIT EQUIPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAPITAL COMMUNITY CENTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FAMILY SERVICE OF RI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST MARY'S HOME FOR CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE AUTISM PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CLINCE ESPERANZA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5AMERICAN DIABETES ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ST CLARE NEWPORT
IRS990ScheduleI/RecipientTable/RecipientEIN0050259090
IRS990ScheduleI/RecipientTable/RecipientEIN1050258858
IRS990ScheduleI/RecipientTable/RecipientEIN2540505952
IRS990ScheduleI/RecipientTable/RecipientEIN3050512037
IRS990ScheduleI/RecipientTable/RecipientEIN4261714340
IRS990ScheduleI/RecipientTable/RecipientEIN5131623888
IRS990ScheduleI/RecipientTable/RecipientEIN6050258990
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt025 DANFORTH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 6688
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2420 FRUIT HILL SVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31516 ATWOOD AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt460 VALLEY STREET 104
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5260 COCHITUATE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6309 SPRING STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NORTH PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3JOHNSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5FRAMINGHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm6NEWPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6RI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002903
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102940
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd202911
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd302919
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd402909
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd501701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd602840
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/ExplanationTxt3THE FORM WAS AMENDED TO REFLECT THE INVESTMENT DETAIL EARNINGS AND THE RECORDING OF GRANTS . THE CHANGES WERE MADE ON PAGE 9, LINE 3 AND LINE 7D; PAGE 10 LINE 2 AND LINE 24 A; PAGE 11, LINE 13 AND LINE 28; PAGE 12, PART XI LINES 1 TO 10; SCHEDULE A, PART II, LINE 8; SCHEDULE I WAS ADDED FOR GRANT AWARDS.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 1, BOX B
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt07708409
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt08076212
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08068385
IRS990/TotalAssetsEOYAmt08478131
IRS990/TotalAssetsGrp/BOYAmt08068385
IRS990/TotalAssetsGrp/EOYAmt08478131
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt068356
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0108798
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0270441
IRS990/TotalFunctionalExpensesGrp/TotalAmt0379239
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06790
IRS990/TotalLiabilitiesEOYAmt06790
IRS990/TotalLiabilitiesGrp/BOYAmt06790
IRS990/TotalLiabilitiesGrp/EOYAmt06790
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08061595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08471341
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0270441
IRS990/TotalReportableCompFromOrgAmt088046
IRS990/TotalRevenueGrp/ExclusionAmt0224318
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03374
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0296048
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08068385
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08478131
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/BuildTS02018-06-14 16:35:46Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,478,131
Liabilities
$6,790
Net assets
$8,471,341
Revenue
$296,048
Expenses
$379,239
Net income
-$83,191
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
2016Detailed filing. Detailed filing data is available for this year.$8.48$0.01$8.47$0.30$0.38$0.08
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