Civic Intelligence

Chartercare Foundation

990 • Fiscal year 2019 • EIN 26-0236669

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 14, 2020

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

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

64th percentile

8.4%

Higher net margin than 64% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

39th percentile

$99,653

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

28th percentile

-1.9%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$9,339,645

Down $176,703 (-1.9%) from 2018

Net Assets

Down

$9,339,645

Down $176,703 (-1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin64th percentile

Revenue

Down

$470,788

Down $198,871 (-30%) from 2018

Expenses

Down

$431,182

Down $146,367 (-25%) from 2018

Net Income

Down

$39,606

Down $52,504 (-57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2019

Assets$9,339,645
Liabilities$0
Net Assets$9,339,645
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$470,788
Expenses$431,182
Net Income$39,606
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Gross Receipts
$470,788
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$9,102,171$8,932,483▼ $169,688
Savings and Temporary Cash Investments$371,388$337,717▼ $33,671
Cash and Non-Interest-Bearing Accounts$42,789$69,445▲ $26,656
Total Assets$9,516,348$9,339,645▼ $176,703
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,219,576$9,012,234▼ $207,342
Unrestricted Net Assets$296,772$327,411▲ $30,639
Total Net Assets Fund Balance$9,516,348$9,339,645▼ $176,703
Total Liabilities and Net Assets / Fund Balance$9,516,348$9,339,645▼ $176,703

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$8,932,483--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Paula IaconoExecutive Director$99,653$99,653

Board Members and Trustees

NameTitle
Donald C McqueenPresident
Angella FranklinMember
Carolyn Young MdMember
Kevin P StilesMember
Shannon Shallcross MsMember
Peter F Deblasio Jr MdSecretary
Patricia Wegzryn McgreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$53,997
Program Service Revenue
$0
Investment Income
$415,326
Other Revenue
$1,465
All Other Contributions
$53,997
Change in Net Assets
$39,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,275
Grants and Similar Amounts Paid$141,917
Salaries, Compensation, and Employee Benefits$119,990
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$141,917--$141,917
Other Salaries and Wages$77,548$33,235-$110,783
Fees for Services Legal-$54,962-$54,962
Insurance-$10,315-$10,315
Occupancy$6,720$2,880-$9,600
Payroll Taxes$6,445$2,762-$9,207
Fees for Services Other-$3,948-$3,948
Office Expenses-$3,020-$3,020
Fees for Services Accounting-$2,200-$2,200
Other Expenses$1,000$1,773-$1,000
All Other Expenses-$415-$415
Travel-$127-$127
Total Functional Expenses$262,769$168,413$0$431,182
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sojourner House IncProvidence, RI-Sojourner House$40,000
Capital City Community Centers IncPawtucket, RI-Lillian Feinstein Senior Center$34,213
Adoption RiProvidence, RI-Capacity Building Grant$25,000
Bradley HospitalRiverside, RI-Healing Arts at Cadd Residential Ages 9-21$17,144
Rhode Island Oral Health FoundationWoonsocket, RI-Mission of Mercy Dental Clinic$15,000
CHILDREN'S FRIEND AND SERVICEProvidence, RI-Portable Hearing Screening Equipment, Pre-k and Head Start Behavioral Tools$10,560
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
2020-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald C Mcqueen
Formed
2007
Legal Domicile
Ri
Voting Board Members
7
Independent Board Members
7
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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053997
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt065656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt068356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0166295
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0412265
IRS990ScheduleA/TotalSupportAmt0716377
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt08932483
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0POOLED INVESTMENTS-HELD BY RI FDN
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt08932483
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010560
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt317144
IRS990ScheduleI/RecipientTable/CashGrantAmt440000
IRS990ScheduleI/RecipientTable/CashGrantAmt534213
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PORTABLE HEARING SCREENING EQUIPMENT, PRE-K AND HEAD START BEHAVIORAL TOOLS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MISSION OF MERCY DENTAL CLINIC
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CAPACITY BUILDING GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3HEALING ARTS AT CADD RESIDENTIAL AGES 9-21
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SOJOURNER HOUSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5LILLIAN FEINSTEIN SENIOR CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S FRIEND AND SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1RHODE ISLAND ORAL HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ADOPTION RI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BRADLEY HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SOJOURNER HOUSE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5CAPITAL CITY COMMUNITY CENTERS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0050258819
IRS990ScheduleI/RecipientTable/RecipientEIN1452447214
IRS990ScheduleI/RecipientTable/RecipientEIN2222543833
IRS990ScheduleI/RecipientTable/RecipientEIN3050500688
IRS990ScheduleI/RecipientTable/RecipientEIN4050370419
IRS990ScheduleI/RecipientTable/RecipientEIN5050259090
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0153 SUMMER STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11438 PARK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2290 W EXCHANGE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31011 VETERANS MEMORIAL PKWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4386 SMITH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5249 ROOSEVELT AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WOONSOCKET
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3RIVERSIDE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5PAWTUCKET
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5RI
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd402908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd502860
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IRS990ScheduleI/TotalOtherOrgCnt00
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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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt09339645
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IRS990/TotalEmployeeCnt01
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0168413
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0262769
IRS990/TotalFunctionalExpensesGrp/TotalAmt0431182
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09339645
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0262769
IRS990/TotalReportableCompFromOrgAmt099653
IRS990/TotalRevenueGrp/ExclusionAmt0415326
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01465
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0470788
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09516348
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09339645
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0127
IRS990/TravelGrp/TotalAmt0127
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0296772
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0327411
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07 WATERMAN AVENUE
IRS990/USAddress/CityNm0NORTH PROVIDENCE
IRS990/USAddress/StateAbbreviationCd0RI
IRS990/USAddress/ZIPCd002911
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CHARTERCAREFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD C MCQUEEN

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,339,645
Liabilities
$0
Net assets
$9,339,645
Revenue
$470,788
Expenses
$431,182
Net income
$39,606
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