Civic Intelligence

Chartercare Foundation

990 • Fiscal year 2021 • EIN 26-0236669

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 09, 2022

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

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

40th percentile

7.6%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$101,616

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

69th percentile

19%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

51%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,584,245

Up $1,063,749 (+19%) from 2020

Net Assets

Up

$6,584,245

Up $1,063,749 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin40th percentile

Revenue

Up

$428,363

Up $144,480 (+51%) from 2020

Expenses

Down

$395,834

Down $4,001,936 (-91%) from 2020

Net Income

Up

$32,529

Up $4,146,416 (+101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2021

Assets$6,584,245
Liabilities$0
Net Assets$6,584,245
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$428,363
Expenses$395,834
Net Income$32,529
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 9, 2022
Return Version
2020v4.2
Gross Receipts
$428,363
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$5,178,372$6,163,586▲ $985,214
Savings and Temporary Cash Investments$323,374$359,178▲ $35,804
Cash and Non-Interest-Bearing Accounts$18,750$61,481▲ $42,731
Total Assets$5,520,496$6,584,245▲ $1,063,749
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,237,804$6,278,370▲ $1,040,566
Net Assets Without Donor Restrictions$282,692$305,875▲ $23,183
Total Net Assets Fund Balance$5,520,496$6,584,245▲ $1,063,749
Total Liabilities and Net Assets / Fund Balance$5,520,496$6,584,245▲ $1,063,749

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$6,163,586--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Paula IaconoExecutive DirectorFT$101,616$101,616

Board Members and Trustees

NameTitle
Patricia Wegzryn McgreenPresident
Shannon Shallcross MsVice President/treasurer
Angella FranklinMember
Carmen R Diaz-jusinoMember
Carolyn Young MdMember
Peter F Deblasio Jr MdSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$56,759
Program Service Revenue
$0
Investment Income
$371,604
Other Revenue
$0
All Other Contributions
$56,759
Change in Net Assets
$32,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,142
Other Expenses$115,495
Salaries, Compensation, and Employee Benefits$110,197
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,142--$170,142
Other Salaries and Wages$71,131$30,485-$101,616
Occupancy$6,720$2,880-$9,600
Payroll Taxes$6,007$2,574-$8,581
Insurance-$7,449-$7,449
Office Expenses-$4,888-$4,888
Fees for Services Other-$2,863-$2,863
Fees for Services Accounting-$2,300-$2,300
Other Expenses$39,000$50-$50
Total Functional Expenses$293,000$102,834$0$395,834
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Newport County Community Mental Health Center IncMiddletown, RI-Childrens Mental Health Expension$38,802
A Wish Come True IncWarwick, RI-Wish for Wellness for Families$30,000
Thundermist HealthWarwick, RI-Dental Equipment for Woonsocket$24,400
Bradley HospitalRiverside, RI-Covid19 Mental Health Wave$20,000
CHILDREN'S FRIEND AND SERVICEProvidence, RI-Pregnant Women & Children$16,940
Community Care AllianceWoonsocket, RI-No Walls Grant$15,000
Family Service of RiProvidence, RI-Be Safe Kit Expansion$12,500
Ri CaresProvidence, RI-Welcome to Recovery Program$12,500
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 35% controlled entity
No
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 reviews and approves 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
Patricia Wegrzyn Mcgreen
Title
President
Phone
4013494602
Signed
2022-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Wegrzyn Mcgreen
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
Raw XML AppendixShowing 400 of 424 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/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/AllOtherContributionsAmt056759
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt018750
IRS990/CashNonInterestBearingGrp/EOYAmt061481
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt056759
IRS990/CYGrantsAndSimilarPaidAmt0170142
IRS990/CYInvestmentIncomeAmt0371604
IRS990/CYOtherExpensesAmt0115495
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt032529
IRS990/CYSalariesCompEmpBnftPaidAmt0110197
IRS990/CYTotalExpensesAmt0395834
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0428363
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/DonorRestrictionNetAssetsGrp/BOYAmt05237804
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06278370
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0293000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02300
IRS990/FeesForServicesAccountingGrp/TotalAmt02300
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02863
IRS990/FeesForServicesOtherGrp/TotalAmt02863
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
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/PersonNm0PATRICIA WEGZRYN MCGREEN
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER F DEBLASIO JR MD
IRS990/Form990PartVIISectionAGrp/PersonNm2SHANNON SHALLCROSS MS
IRS990/Form990PartVIISectionAGrp/PersonNm3PAULA IACONO
IRS990/Form990PartVIISectionAGrp/PersonNm4ANGELLA FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROLYN YOUNG MD
IRS990/Form990PartVIISectionAGrp/PersonNm6CARMEN R DIAZ-JUSINO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3101616
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0306575
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0170142
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0170142
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0170142
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0428363
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07449
IRS990/InsuranceGrp/TotalAmt07449
IRS990/InvestmentIncomeGrp/ExclusionAmt065029
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065029
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt05178372
IRS990/InvestmentsProgramRelatedGrp/EOYAmt06163586
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/NetAssetsOrFundBalancesBOYAmt05520496
IRS990/NetAssetsOrFundBalancesEOYAmt06584245
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0306575
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0306575
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01031220
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0282692
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0305875
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02880
IRS990/OccupancyGrp/ProgramServicesAmt06720
IRS990/OccupancyGrp/TotalAmt09600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04888
IRS990/OfficeExpensesGrp/TotalAmt04888
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOUNDATION SUPPORT FEES
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP
IRS990/OtherExpensesGrp/Desc2EQUIP, RENTAL, MAINT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1190
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt250
IRS990/OtherExpensesGrp/ProgramServicesAmt039000
IRS990/OtherExpensesGrp/TotalAmt049155
IRS990/OtherExpensesGrp/TotalAmt139000
IRS990/OtherExpensesGrp/TotalAmt2190
IRS990/OtherExpensesGrp/TotalAmt350
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030485
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt071131
IRS990/OtherSalariesAndWagesGrp/TotalAmt0101616
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02574
IRS990/PayrollTaxesGrp/ProgramServicesAmt06007
IRS990/PayrollTaxesGrp/TotalAmt08581
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICIA WEGRZYN MCGREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt055102
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0200314
IRS990/PYInvestmentIncomeAmt0228781
IRS990/PYOtherExpensesAmt04098312
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4113887
IRS990/PYSalariesCompEmpBnftPaidAmt099144
IRS990/PYTotalExpensesAmt04397770
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0283883
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt032529
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0323374
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0359178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt056759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt057961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0289419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt065029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt079247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0109707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0102537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051456
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0407976
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41500
IRS990ScheduleA/PublicSupportPY170Pct00.44680
IRS990ScheduleA/PublicSupportTotal170Amt0289419
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt056759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt053997
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt057961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt065656
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0289419
IRS990ScheduleA/TotalSupportAmt0697395
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/BookValueAmt06163586
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0POOLED INVESTMENTS-HELD BY RI FDN
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt06163586
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt124400
IRS990ScheduleI/RecipientTable/CashGrantAmt212500
IRS990ScheduleI/RecipientTable/CashGrantAmt316940
IRS990ScheduleI/RecipientTable/CashGrantAmt412500
IRS990ScheduleI/RecipientTable/CashGrantAmt530000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt738802
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COVID19 MENTAL HEALTH WAVE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DENTAL EQUIPMENT FOR WOONSOCKET
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2BE SAFE KIT EXPANSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PREGNANT WOMEN & CHILDREN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4WELCOME TO RECOVERY PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5WISH FOR WELLNESS FOR FAMILIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6NO WALLS GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7CHILDRENS MENTAL HEALTH EXPENSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BRADLEY HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THUNDERMIST HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FAMILY SERVICE OF RI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHILDREN'S FRIEND AND SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4RI CARES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5A WISH COME TRUE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6COMMUNITY CARE ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0050500688
IRS990ScheduleI/RecipientTable/RecipientEIN1050355097
IRS990ScheduleI/RecipientTable/RecipientEIN2050258858
IRS990ScheduleI/RecipientTable/RecipientEIN3050258819
IRS990ScheduleI/RecipientTable/RecipientEIN4900613502
IRS990ScheduleI/RecipientTable/RecipientEIN5050398808
IRS990ScheduleI/RecipientTable/RecipientEIN6050312278
IRS990ScheduleI/RecipientTable/RecipientEIN7050374759
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01011 VETERANS MEMORIAL PKWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1171 SERVICE AVENUE BLD 2
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 6688
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3153 SUMMER STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4134 MATHEWSON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51010 WARWICK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6800 CLINTON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7127 JOHNNY CAKE HILL RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RIVERSIDE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WARWICK
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5WARWICK
IRS990ScheduleI/RecipientTable/USAddress/CityNm6WOONSOCKET
IRS990ScheduleI/RecipientTable/USAddress/CityNm7MIDDLETOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6RI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7RI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002915
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102886
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd202940
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd302903
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd402903
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd502888
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd602895
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd702842
IRS990ScheduleI/Total501c3OrgCnt08
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD PRESIDENT REVIEWS AND APPROVES 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
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05520496
IRS990/TotalAssetsEOYAmt06584245
IRS990/TotalAssetsGrp/BOYAmt05520496
IRS990/TotalAssetsGrp/EOYAmt06584245
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt056759
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0102834
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0293000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0395834
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05520496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06584245
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0293000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0371604
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0428363
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05520496
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06584245
IRS990/TotReportableCompRltdOrgAmt0101616
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA WEGRZYN MCGREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04013494602
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-09

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,584,245
Liabilities
$0
Net assets
$6,584,245
Revenue
$428,363
Expenses
$395,834
Net income
$32,529
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