Civic Intelligence

Chartercare Foundation

990 • Fiscal year 2017 • EIN 26-0236669

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 02, 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

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.67x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

20th percentile

-8.1%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$92,938

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 29.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-43%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$9,478,656

Up $558,501 (+6.3%) from 2016

Net Assets

Up

$9,267,251

Up $353,886 (+4.0%) from 2016

Liabilities

Up

$211,405

Up $204,615 (+3013%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin20th percentile

Revenue

Down

$316,578

Down $237,789 (-43%) from 2016

Expenses

Up

$342,169

Up $12,298 (+3.7%) from 2016

Net Income

Down

-$25,591

Down $250,087 (-111%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2017

Assets$9,478,656
Liabilities$211,405
Net Assets$9,267,251
Open 2017 Filing

Operations Trend

Revenue Growth5th 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

2017

Revenue$316,578
Expenses$342,169
Net Income-$25,591
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 2, 2018
Return Version
2016v3.0
Gross Receipts
$316,578
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$8,065,364$8,736,491▲ $671,127
Savings and Temporary Cash Investments$412,767$742,165▲ $329,398
Total Assets$8,478,131$9,478,656▲ $1,000,525
Liabilities
Accounts Payable and Accrued Expenses$6,790$169,405▲ $162,615
Grants Payable-$42,000-
Total Liabilities$6,790$211,405▲ $204,615
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,076,212$9,001,648▲ $925,436
Unrestricted Net Assets$395,129$265,603▼ $129,526
Total Net Assets Fund Balance$8,471,341$9,267,251▲ $795,910
Total Liabilities and Net Assets / Fund Balance$8,478,131$9,478,656▲ $1,000,525

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$8,736,491--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paula IaconoExecutive DirectorFT$92,938$92,938

Board Members and Trustees

NameTitle
Donald C McqueenPresident
Angella FranklinMember
Carolyn Young MdMember
Ellen Mccarty Rn PhdMember
Kevin P StilesMember
Richard Beretta EsquireMember
Shannon Shallcross MsMember
Peter F Deblasio Jr MdSecretary
Patricia Wegzryn McgreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,676
Program Service Revenue
$0
Investment Income
$241,535
Other Revenue
$9,367
All Other Contributions
$65,676
Change in Net Assets
$-25,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,811
Other Expenses$117,154
Salaries, Compensation, and Employee Benefits$101,204
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$123,811--$123,811
Other Salaries and Wages$65,745$28,176-$93,921
Occupancy$6,720$2,880-$9,600
Payroll Taxes$5,098$2,185-$7,283
Insurance-$6,550-$6,550
Office Expenses-$4,326-$4,326
Other Expenses$2,114$1,336-$3,450
Fees for Services Other-$2,769-$2,769
Fees for Services Legal-$919-$919
Travel-$190-$190
Total Functional Expenses$238,488$103,681$0$342,169
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ri Quality InstituteProvidence, RI-Adp Dashboard to Connect 5 Opioid Treatment Centers$50,000
Thundermist Health CenterWoonsocket, RI-Pilot Program-pedi Mental Health$25,595
ST MARY'S HOME FOR CHILDRENNorth Providence, RI-Building Bridges Aftercare Program$25,000
Well One Primary & DentalN Scituate, RI-Panoramic Tray Machine for Pedi Patients$23,216
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 11B

“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
2018-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald C Mcqueen
Formed
2007
Legal Domicile
Ri
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Mullen Scorpio & Cerilli
Address
67 CEDAR STREET, PROVIDENCE, RI 02903
Preparer
Patricia M Cerilli
Phone
4017513860
Raw XML AppendixShowing 400 of 423 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/EOYAmt0169405
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/AllOtherContributionsAmt065676
IRS990/AnnualDisclosureCoveredPrsnInd01
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/CYContributionsGrantsAmt065676
IRS990/CYGrantsAndSimilarPaidAmt0123811
IRS990/CYInvestmentIncomeAmt0241535
IRS990/CYOtherExpensesAmt0117154
IRS990/CYOtherRevenueAmt09367
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-25591
IRS990/CYSalariesCompEmpBnftPaidAmt0101204
IRS990/CYTotalExpensesAmt0342169
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0316578
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/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0238488
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0919
IRS990/FeesForServicesLegalGrp/TotalAmt0919
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02769
IRS990/FeesForServicesOtherGrp/TotalAmt02769
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/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD C MCQUEEN
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER F DEBLASIO JR MD
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA WEGZRYN MCGREEN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD BERETTA ESQUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm4ANGELLA FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm5ELLEN MCCARTY RN PHD
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN P STILES
IRS990/Form990PartVIISectionAGrp/PersonNm7CAROLYN YOUNG MD
IRS990/Form990PartVIISectionAGrp/PersonNm8SHANNON SHALLCROSS MS
IRS990/Form990PartVIISectionAGrp/PersonNm9PAULA IACONO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt992938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0190079
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0123811
IRS990/GrantsPayableGrp/EOYAmt042000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0123811
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0123811
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0316578
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06550
IRS990/InsuranceGrp/TotalAmt06550
IRS990/InvestmentExpenseAmt0-19506
IRS990/InvestmentIncomeGrp/ExclusionAmt051456
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051456
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt08065364
IRS990/InvestmentsProgramRelatedGrp/EOYAmt08736491
IRS990/IRPDocumentCnt00
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/NetAssetsOrFundBalancesBOYAmt08471341
IRS990/NetAssetsOrFundBalancesEOYAmt09267251
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0190079
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0190079
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0841007
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02880
IRS990/OccupancyGrp/ProgramServicesAmt06720
IRS990/OccupancyGrp/TotalAmt09600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04326
IRS990/OfficeExpensesGrp/TotalAmt04326
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc2EQUIP, RENTAL, MAINT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049964
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14386
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21336
IRS990/OtherExpensesGrp/ProgramServicesAmt035000
IRS990/OtherExpensesGrp/ProgramServicesAmt12114
IRS990/OtherExpensesGrp/TotalAmt049964
IRS990/OtherExpensesGrp/TotalAmt135000
IRS990/OtherExpensesGrp/TotalAmt24386
IRS990/OtherExpensesGrp/TotalAmt33450
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09367
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09367
IRS990/OtherRevenueTotalAmt09367
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028176
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065745
IRS990/OtherSalariesAndWagesGrp/TotalAmt093921
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02185
IRS990/PayrollTaxesGrp/ProgramServicesAmt05098
IRS990/PayrollTaxesGrp/TotalAmt07283
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD C MCQUEEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt068356
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0135097
IRS990/PYInvestmentIncomeAmt0224318
IRS990/PYOtherExpensesAmt0145224
IRS990/PYOtherRevenueAmt03374
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-83191
IRS990/PYSalariesCompEmpBnftPaidAmt098918
IRS990/PYTotalExpensesAmt0379239
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0296048
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-25591
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt09367
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0412767
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0742165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt068356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0166295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0217810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0369484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0887601
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt051456
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091917
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90620
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0887601
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt068356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0166295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0217810
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0369484
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0887601
IRS990ScheduleA/TotalSupportAmt0979518
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/BookValueAmt08736491
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0POOLED INVESTMENTS-HELD BY RI FDN
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt08736491
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt125595
IRS990ScheduleI/RecipientTable/CashGrantAmt223216
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BUILDING BRIDGES AFTERCARE PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PILOT PROGRAM-PEDI MENTAL HEALTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PANORAMIC TRAY MACHINE FOR PEDI PATIENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ADP DASHBOARD TO CONNECT 5 OPIOID TREATMENT CENTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MARY'S HOME FOR CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THUNDERMIST HEALTH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WELL ONE PRIMARY & DENTAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3RI QUALITY INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientEIN0540505952
IRS990ScheduleI/RecipientTable/RecipientEIN1050355097
IRS990ScheduleI/RecipientTable/RecipientEIN2050258811
IRS990ScheduleI/RecipientTable/RecipientEIN3753059336
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0420 FRUIT HILL AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1450 CLINTON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt235 VILLAGE PLAZA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt350 HOLDEN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORTH PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WOONSOCKET
IRS990ScheduleI/RecipientTable/USAddress/CityNm2N SCITUATE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3RI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002911
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102895
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd202857
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd302906
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt04
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/BOYAmt08076212
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt09001648
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08478131
IRS990/TotalAssetsEOYAmt09478656
IRS990/TotalAssetsGrp/BOYAmt08478131
IRS990/TotalAssetsGrp/EOYAmt09478656
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt065676
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0103681
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0238488
IRS990/TotalFunctionalExpensesGrp/TotalAmt0342169
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06790
IRS990/TotalLiabilitiesEOYAmt0211405
IRS990/TotalLiabilitiesGrp/BOYAmt06790
IRS990/TotalLiabilitiesGrp/EOYAmt0211405
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08471341
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09267251
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0238488
IRS990/TotalReportableCompFromOrgAmt092938
IRS990/TotalRevenueGrp/ExclusionAmt0241535
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09367
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0316578
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08478131
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09478656
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0190
IRS990/TravelGrp/TotalAmt0190
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0395129
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0265603
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07 WATERMAN AVENUE
IRS990/USAddress/CityNm0NORTH PROVIDENCE
IRS990/USAddress/StateAbbreviationCd0RI
IRS990/USAddress/ZIPCd002911
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CHARTERCAREFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD C MCQUEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04013494602
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARTERCARE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0260236669
ReturnHeader/Filer/PhoneNum04013494602
ReturnHeader/Filer/USAddress/AddressLine1Txt07 WATERMAN AVENUE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,478,656
Liabilities
$211,405
Net assets
$9,267,251
Revenue
$316,578
Expenses
$342,169
Net income
-$25,591
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