CHARTERCARE COMMUNITY BOARD: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARTERCARE COMMUNITY BOARD (EIN 26-4235815)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-13
- IRS object ID
- 201422259349300902
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-13T08:04:07-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264235815 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTERCARE HEALTH PARTNERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KATHLEEN MOORE | InCareOfName |
| Name Control | CHAR | NameControl |
| Phone | 4014563312 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 CHALKSTONE AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02908 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL CONKLIN JR | Name |
| Title | CFO/TREASURER | Title |
| Date Signed | 2014-08-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENNETH BELCHER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 CHALKSTONE AVENUE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02908 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22628530 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHARTERCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF CHARTERCARE HEALTH PARTNERS IS TO PROVIDE HIGH QUALITY, PATIENT-FOCUSED, AND ACCESSIBLE CARE THROUGH COLLABORATION AMONG PARTNERS, MEDICAL STAFF AND EMPLOYEES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 245 | TotalNbrEmployees |
| Total Nbr Volunteers | 2 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 200930 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20514637 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22617271 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 185 | InvestmentIncomePriorYear |
| Investment Income Current Year | 24 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -117001 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11235 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20598751 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22628530 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17479976 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19051107 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3417108 | OtherExpensePriorYear |
| Other Expenses Current Year | 3701928 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20897084 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22753035 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -298333 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -124505 | RevenuesLessExpensesCY |
| Total Assets BOY | 5211385 | TotalAssetsBOY |
| Total Assets EOY | 5666068 | TotalAssetsEOY |
| Total Liabilities BOY | 5086880 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5666068 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 124505 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF CHARTERCARE HEALTH PARTNERS IS TO PROVIDE HIGH QUALITY, PATIENT-FOCUSED, AND ACCESSIBLE CARE THROUGH COLLABORATION AMONG PARTNERS, MEDICAL STAFF AND EMPLOYEES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 22753035 | Expense |
| Revenue | 22628506 | Revenue |
| Description | CHARTERCARE PROVIDES MANAGEMENT SERVICES TO ROGER WILLIAMS MEDICAL CENTER (RWMC), ST. JOSEPH HEALTH SERVICES OF RHODE ISLAND (SJHSRI), ELMHURST EXTENDED CARE FACILITIES, INC. (ELMHURST), ROGER WILLIAMS MEDICAL ASSOCIATES (RWMA) AND OTHER AFFILIATES. RWMC IS A 220 BED ACUTE CARE GENERAL HOSPITAL PROVIDING HEALTHCARE SERVICES IN PROVIDENCE AND SURROUNDING COMMUNITIES. SJHSRI IS A 359 BED ACCUTE CARE INTEGRATED HEALTHCARE DELIVERY SYSTEM ESTABLISHED TO PROVIDE HEALTHCARE SERVICES IN NORTH PROVIDENCE AND SURROUNDING COMMUNITIES. ELMHURST IS A 206 BED SKILLED NURSING HOME AND INTERMEDIATE CARE FACILITY AND PROVIDER OF OTHER ELDER CARE SERVICES. | Description |
| Total Program Service Expense | 22753035 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 245 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHLEEN MOORE | NamePerson |
| Telephone Number | 4014563322 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HIGH SERVICE AVENUE | AddressLine1 |
| City | NORTH PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH H BELCHER | ||||||||||
| PRESIDENT AND CEO | 40.0 | X | X | 428652 | 0 | 25282 | ||||
| CHRISTOPHER N CHIHLAS MD | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| PETER F DEBLASIO JR MD | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| JOSEPH R DISTEFANO ESQ | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| ELAINE C JONES MD | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| DONALD C MCQUEEN | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| CHARLES E MAYNARD | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| MARSHALL RAUCCI JR | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| REVEREND TIMOTHY REILLY | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| DANIEL J RYAN CPA | ||||||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||||
| EDWIN J SANTOS | ||||||||||
| CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||||
| REV BRIAN J SHANLEY OP | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| SHERI L SMITH PHD | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| KEVIN P STILES | ||||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||||
| MICHAEL CONKLIN JR | ||||||||||
| CFO/TREASURER | 40.0 | X | 328671 | 0 | 24393 | |||||
| KIMBERLY O'CONNELL | ||||||||||
| SENIOR VP | 40.0 | X | 266785 | 0 | 22713 | |||||
| ADOZINDA KANE | ||||||||||
| EXECUTIVE DIRECTOR OF FINANCE | 40.0 | 264678 | 0 | 24334 | X | |||||
| SUSAN CERRONE-ABELY | ||||||||||
| CIO | 40.0 | 242888 | 0 | 24719 | X | |||||
| DARLEEN SOUZA | ||||||||||
| VP HUMAN RESOURCES | 40.0 | 201342 | 0 | 19849 | X | |||||
| JOANNE DOOLEY | ||||||||||
| VP CNO RWMC | 0 | 243688 | 38251 | X | 40.0 | |||||
| PATRICIA NADLE | ||||||||||
| CNO SJHSRI | 0 | 250758 | 19296 | X | 40.0 | |||||
| JOSEPH P D'ALESSANDRO | ||||||||||
| HUMAN RESOURCES | 40.0 | 159053 | 0 | 10880 | X | |||||
| ROBERT OTIS BROWN | ||||||||||
| VP EXTERNAL AFFAIRS | 26.0 | 195804 | 0 | 26762 | 14.0 | X | ||||
| CHERYL PERRY | ||||||||||
| HUMAN RESOURCES | 40.0 | 167437 | 0 | 10640 | X | |||||
| MICHAEL SIPALA | ||||||||||
| EXECUTIVE DIRECTOR | 40.0 | 179489 | 0 | 23166 | X | |||||
| RICHARD GAMACHE | ||||||||||
| VICE PRESIDENT | 40.0 | 181198 | 0 | 20891 | X | |||||
| JOHN M FOGARTY | ||||||||||
| FORMER COO | 0.0 | 0 | 152304 | 0 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2615997 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 646750 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 291176 | TotalOtherCompensation |
| Number Individuals GT100 K | 30 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FTI CONSULTING INC | |||||
| 777 SOUTH FLAGLER DR STE 1500 | WEST PALM BEACH | FL | 33401 | CONSULTING | 646221 |
| THE CAMDEN GROUP | |||||
| 155 N WACKER DR STE 3660 | CHICAGO | IL | 60606 | CONSULTING | 294539 |
| PROVIDENCE CENTER INC | |||||
| 528 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | BEHAVIORAL HEALTH | 205492 |
| THE IDEA FARM | |||||
| PO BOX 1457 | DANVILLE | KY | 404231457 | PUBLIC RELATIONS | 106875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEE REVENUE | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 22617271 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22617271 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22617271 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24 | TotalRevenueColumn |
| Exclusion | $24 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| PURCHASING DISCOUNTS | 10921 | 10921 | ||
| PURCHASING REBATES | 314 | 314 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11235 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22628530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22628506 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $24 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1063684 | Total |
| Program Services | 1063684 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14173561 | Total |
| Program Services | 14173561 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2715968 | Total |
| Program Services | 2715968 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1097894 | Total |
| Program Services | 1097894 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342661 | Total |
| Program Services | 342661 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31700 | Total |
| Program Services | 31700 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62928 | Total |
| Program Services | 62928 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831144 | Total |
| Program Services | 831144 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173335 | Total |
| Program Services | 173335 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163879 | Total |
| Program Services | 163879 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 705107 | Total |
| Program Services | 705107 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186967 | Total |
| Program Services | 186967 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63194 | Total |
| Program Services | 63194 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153912 | Total |
| Program Services | 153912 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136090 | Total |
| Program Services | 136090 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MEMBERSHIP DUES | 133473 | 133473 |
| RECRUITMENT | 191194 | 191194 |
| SUPPLIES | 44190 | 44190 |
| SERVICES | 350269 | 350269 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131885 | Total |
| Program Services | 131885 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22753035 | Total |
| Program Services | 22753035 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202454 | BOY |
| EOY | 14851 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307896 | BOY |
| EOY | 2 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237313 | BOY |
| EOY | 322935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 995920 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 269464 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 453414 | BOY |
| EOY | 726456 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4010308 | BOY |
| EOY | 4601824 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5211385 | BOY |
| EOY | 5666068 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3552457 | BOY |
| EOY | 3929473 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1534423 | BOY |
| EOY | 1736595 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5086880 | BOY |
| EOY | 5666068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124505 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124505 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5211385 | BOY |
| EOY | 5666068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -124505 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| ROGER WILLIAMS MEDICAL CENTER | |||
| 050258959 | 03 | true | $0 |
| SAINT JOSEPH HEALTH SERVICES OF RI | |||
| 050259026 | 03 | true | $2,720 |
| CHARTERCARE HEALTH PARTNERS FOUNDATION INC | |||
| 260236669 | 09 | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 2720 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $62,928 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 62928 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY | Identifier |
| Return Reference | PART II-B LINE 1 | ReturnReference |
| Explanation | 1I: CHARTERCARE HIRED ADVOCACY SOLUTIONS TO REPRESENT OUR INTERESTS AND ACHIEVE OUR LEGISLATIVE GOALS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 995920 | OtherCostOrOtherBasis |
| Depreciation | 269464 | Depreciation |
| Book Value | 726456 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 726456 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM RELATED PARTIES | 3720198 |
| FLEX BENEFIT PLAN INVESTMENT | 861472 |
| EMPLOYEE PAYROLL RECEIVABLE | 20154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4601824 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RETIREMENT BENEFIT PAYABLE | $1,426,595 |
| ACCRUED RETIREMENT PLAN | $310,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1736595 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INTENDED USES OF ENDOWMENT FUNDS | Identifier |
| Return Reference | FORM 990, SCHEDULE D, PART V, LINE 4 | ReturnReference |
| Explanation | CHARTERCARE HEALTH PARTNERS RAISED ENDOWMENT FUNDS THROUGH THREE FUNDRAISING EVENTS IN FISCAL YEAR 2011: 2011 GOLF CLASSIC, 2011 GALA, AND THE 2011 ANNUAL CAMPAIGN. THE 2011 GOLF CLASSIC RAISED FUNDS FOR THE CHARTERCARE SYSTEM FOR THE PURPOSE OF CANCER CARE. THE 2011 GALA RAISED FUNDS FOR THE CHARTERCARE SYSTEM FOR THE PURPOSE OF ELDERCARE SERVICES. THE 2011 ANNUAL CAMPAIGN RAISED FUNDS FOR THE CHARTERCARE SYSTEM AT THE DONOR'S DISCRETION. IN FISCAL YEAR 2013, CHARTERCARE NO LONGER COLLECTED FUNDS FOR THESE EVENTS AND ALL REMAINING FUNDS WERE DISBURSED FOR THE AFOREMENTIONED PURPOSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH H BELCHER | ||||||||||||||
| PRESIDENT AND CEO | 401895 | 0 | 0 | 0 | 26757 | 0 | 6406 | 0 | 18876 | 0 | 453934 | 0 | 0 | 0 |
| MICHAEL CONKLIN JR | ||||||||||||||
| CFO/TREASURER | 328435 | 0 | 0 | 0 | 236 | 0 | 4900 | 0 | 19493 | 0 | 353064 | 0 | 0 | 0 |
| KIMBERLY O'CONNELL | ||||||||||||||
| SENIOR VP | 244844 | 0 | 0 | 0 | 21941 | 0 | 5106 | 0 | 17607 | 0 | 289498 | 0 | 0 | 0 |
| JOSEPH P D'ALESSANDRO | ||||||||||||||
| HUMAN RESOURCES | 152894 | 0 | 0 | 0 | 6159 | 0 | 3311 | 0 | 7569 | 0 | 169933 | 0 | 0 | 0 |
| ROBERT OTIS BROWN | ||||||||||||||
| VP EXTERNAL AFFAIRS | 191637 | 0 | 0 | 0 | 4167 | 0 | 7528 | 0 | 19234 | 0 | 222566 | 0 | 0 | 0 |
| ADOZINDA KANE | ||||||||||||||
| EXECUTIVE DIRECTOR OF FINANCE | 242045 | 0 | 0 | 0 | 22633 | 0 | 4966 | 0 | 19368 | 0 | 289012 | 0 | 0 | 0 |
| CHERYL PERRY | ||||||||||||||
| HUMAN RESOURCES | 166650 | 0 | 0 | 0 | 787 | 0 | 2375 | 0 | 8265 | 0 | 178077 | 0 | 0 | 0 |
| MICHAEL SIPALA | ||||||||||||||
| EXECUTIVE DIRECTOR | 172486 | 0 | 0 | 0 | 7003 | 0 | 8721 | 0 | 14445 | 0 | 202655 | 0 | 0 | 0 |
| SUSAN CERRONE-ABELY | ||||||||||||||
| CIO | 218589 | 0 | 0 | 0 | 24299 | 0 | 5441 | 0 | 19278 | 0 | 267607 | 0 | 0 | 0 |
| DARLEEN SOUZA | ||||||||||||||
| VP HUMAN RESOURCES | 197316 | 0 | 0 | 0 | 4026 | 0 | 5277 | 0 | 14572 | 0 | 221191 | 0 | 0 | 0 |
| JOANNE DOOLEY | ||||||||||||||
| VP CNO RWMC | 0 | 243688 | 0 | 0 | 0 | 0 | 0 | 23617 | 0 | 14634 | 0 | 281939 | 0 | 0 |
| PATRICIA NADLE | ||||||||||||||
| CNO SJHSRI | 0 | 248730 | 0 | 0 | 0 | 2028 | 0 | 0 | 0 | 19296 | 0 | 270054 | 0 | 0 |
| JOHN M FOGARTY | ||||||||||||||
| FORMER COO | 0 | 0 | 0 | 0 | 0 | 152304 | 0 | 0 | 0 | 0 | 0 | 152304 | 0 | 0 |
| RICHARD GAMACHE | ||||||||||||||
| VICE PRESIDENT | 181024 | 0 | 0 | 0 | 174 | 0 | 1803 | 0 | 19088 | 0 | 202089 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| GROSS-UP PAYMENT AND HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | SCHEDULE J, PART I, LINE 1A | PATRICIA NADLE IS A CHARTERCARE HEALTH PARTNERS EMPLOYEE WHO IS THE CNO FOR ST. JOSEPH HEALTH SERVICES OF RHODE ISLAND. SHE BEGAN HER EMPLOYMENT IN OCTOBER 2010 AND RESIDES AT ONE OF THE PROPERTIES OWNED BY THE ST. JOSEPH HEALTH SERVICES OF RI. SHE RECEIVES IN HER PAY CHECK A GROSS-UP AMOUNT OF $1,779 IN ORDER FOR HER TO PAY THE RENT FOR THE PROPERTY. IN CALENDAR YEAR 2013, SHE RECEIVED A TOTAL GROSS-UP FOR RENT OF $21,346. |
| ESTABLISH COMPENSATION | SCHEDULE J, PART I, LINE 3 | EMPLOYEE SALARIES FOR CALENDAR YEAR 2012 ARE DETERMINED UNDER THE COMPENSATION POLICIES OF CHARTERCARE HEALTH PARTNERS. SEVERANCE PAYMENT SCHEDULE J, PART i, LINE 4A JOHN M FOGARTY RECEIVED A SEVERANCE PAYMENT OF $152,304. |
| NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN AND RECEIVED THE FOLLOWING DISTRIBUTIONS UNDER THE 457(F) PLAN: KENNETH BELCHER - $21,809 MICHAEL CONKLIN - $0 KIMBERLY O'CONNELL - $19,388 JOANNE DOOLEY - $23,601 SUSAN CERRONE-ABELY - $15,329 ADOZINDA KANE - $22,633 CHERYL PERRY - $10,597 THE FOLLOWING INDIVIDUALS PARTICIPATE IN A SPLIT DOLLAR LIFE INSURANCE PLAN AND INCLUDED THE FOLLOWING IMPUTED INCOME IN TAXABLE WAGES IN CALENDAR YEAR 2012: KENNETH BELCHER - $4,947 MICHAEL CONKLIN - $236 KIMBERLY O'CONNELL - $129 SUSAN CERRONE-ABELY - $239 DARLEEN SOUZA - $64 ROBERT OTIS BROWN - $91 PATRICIA NADLE - $124 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BUSINESS RELATIONSHIPS | PART VI, SECTION A, LINE 2 | KENNETH BELCHER, MICHAEL CONKLIN, AND DONALD MCQUEEN HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS OR DIRECTORS OF CHARTERCARE HEALTH PARTNERS AND OFFICERS/DIRECTORS OF A RELATED FOR PROFIT ENTITY ROSEBANK CORPORATION. KENNETH BELCHER AND MICHAEL CONKLIN ARE ALSO OFFICERS OF RELATED FOR PROFIT ENTITIES ELMHURST HEALTH ASSOCIATES AND OUR LADY OF FATIMA ANCILLARY SERVICES. |
| FORM 990 REVIEW PROCESS | PART VI, SECTION B, LINE 11 | THE COMPLETION OF THE FORM 990 BEGINS WITH AN OPENING MEETING ATTENDED BY CHARTERCARE'S CONTROLLER AND KPMG LLP, AN INDEPENDENT TAX CONSULTANT. THE MEETING CONSISTS OF A REVIEW OF THE ORGANIZATIONAL STRUCTURE, SIGNIFICANT CHANGES IN OPERATIONS OR PROGRAM ACTIVITIES FROM THE PRIOR YEAR, AND OVERVIEW OF CHANGES IN THE FORM 990. THE FINANCE DEPARTMENT GATHERS THE REQUIRED INFORMATION AND POPULATES THE FORM 990 IN CONJUNCTION WITH KPMG LLP. ONCE COMPLETED, THE DRAFT FORM 990 IS REVIEWED WITH SENIOR MANAGEMENT TO ENSURE INDIVIDUALS ARE PROVIDED TIME TO REVIEW AND APPROVE THE FORM 990 PRIOR TO THE DEADLINE. AFTER THE INTERNAL REVIEW IS COMPLETED, THE FORM 990 IS PROVIDED TO CHARTERCARE'S FINANCE COMMITTEE FOR THEIR REVIEW AND COMMENTS. A MEETING IS HELD TO REVIEW THE FORM 990 AND DISCUSS ANY QUESTIONS AND COMMENTS. UPON FINANCE COMMITTEE APPROVAL, A FINAL COPY OF THE FORM 990 IS DISTRIBUTED TO EACH VOTING BOARD MEMBER AND FILED WITH THE TAXING AUTHORITY. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, LINE 12 | 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 CONFLICTS OF INTEREST, AN 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-DELEGATED 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. |
| COMPENSATION POLICY | PART VI, SECTION B, LINE 15 | EFFECTIVE JANUARY 1, 2012, CHARTERCARE HAD ITS OWN PAYROLL AND PAID THE SALARIES AND BENEFITS DIRECTLY. EACH EMPLOYEE DEVOTES A PORTION OF HIS OR HER TIME TO VARIOUS CHARTERCARE AFFILIATES. SALARY EXPENSES ARE THEN APPROPRIATELY ALLOCATED AND CHARGED TO CHARTERCARE'S RELATED ENTITIES. EFFECTIVE FOR THE CALENDAR YEAR BEGINNING JANUARY 2010, CCHP ESTABLISHED A CHARTERCARE COMPENSATION POLICY AND CHARTERCARE EXECUTIVE INCENTIVE PLAN. EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT: THE DEVELOPMENT AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAM ARE GUIDED BY CHARTERCARE'S MISSION, STRATEGIC PLANS, AND STATUS AS A CHARITABLE TAX-EXEMPT ORGANIZATION AND THE FIDUCIARY RESPONSIBILITY OF ENSURING THAT COMPENSATION AND BENEFITS PAID TO EMPLOYEES ARE WITHIN THE FINANCIAL RESOURCES AVAILABLE, ARE REASONABLE AND COMMENSURATE WITH THE PRODUCTIVITY, SERVICES AND VALUE RECEIVED. THE FIDUCIARY RESPONSIBILITY IS TO COMPENSATE EXECUTIVES REASONABLY AND COMPETITIVELY WITHIN THE FINANCIAL RESOURCES OF THE ORGANIZATION AND COMMENSURATE WITH FAIR VALUE FOR SERVICES RECEIVED, IN ACCORDANCE WITH BOARD GOVERNANCE BEST PRACTICES AND APPLICABLE LAWS AND REGULATIONS. THE BOARD OF DIRECTORS OF CHARTERCARE INTENDS THAT ITS ANNUAL SALARY AND INCENTIVE COMPENSATION DECISIONS WILL BE MADE IN SUCH A WAY AS TO QUALIFY UNDER THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS DEFINED BY SECTION 4958 OF THE INTERNAL REVENUE CODE ON INTERMEDIATE SANCTIONS. CONSISTENT WITH THE STATED COMMITMENTS BY CHARTERCARE AND/OR ITS AFFILIATES, COMPENSATION AND BENEFITS POLICIES, PROCESSES AND GUIDELINES ARE DESIGNED AND ADMINISTERED IN SUCH A WAY AS TO COMPLY WITH ALL LAWS AND TO PROVIDE FAIR TREATMENT FOR ALL EMPLOYEES REGARDLESS OF RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, AGE, DISABILITY OR ANY OTHER CATEGORY PROTECTED BY LAW. FACTORS DETERMINING INDIVIDUAL EXECUTIVES' SALARIES INCLUDE: SPECIFIC SKILL SETS OF THE EXECUTIVES SUCH AS EDUCATION, EXPERIENCE, SPECIALTY SKILLS AND COMPETENCIES RELATED TO EACH EXECUTIVE POSITION; THE SALARY RELATIONSHIP WITH SIMILARLY SITUATED EXECUTIVES IN COMPARABLE ORGANIZATIONS AND THE FINANCIAL STATUS OF THE INSTITUTION. THE BOARD HAS DELEGATED RESPONSIBILITY OF EXECUTIVE COMPENSATION REVIEW TO THE EXECUTIVE COMMITTEE. BASE SALARY STRUCTURE AND SALARY ADMINISTRATION: CHARTERCARE AND/OR ITS AFFILIATES ESTABLISHED ITS EXECUTIVE SALARY STRUCTURE AND RANGES USING MARKET DATA FOR EXECUTIVE POSITIONS WITH COMPARABLE RESPONSIBILITIES AT LIKE ORGANIZATIONS UNDER LIKE CIRCUMSTANCES (THE "PEER GROUP"). CHARTERCARE AND/OR ITS AFFILIATES REGULARLY CONDUCTS A CUSTOM PEER GROUP STUDY CONDUCTED BY AN OUTSIDE FIRM AND OR ACCESSES COMPENSATION MARKET DATA FROM REPUTABLE, COMMERCIALLY-AVAILABLE SURVEYS PREPARED BY INDEPENDENT FIRMS. USING THE "MARKET PRICING" APPROACH, CHARTERCARE'S AND/OR ITS AFFILIATES EXECUTIVE SALARY RANGES ARE ESTABLISHED WITH SALARY RANGE MIDPOINTS POSITIONED APPROXIMATING THE 50TH PERCENTILE (MEDIAN) OF THE PEER GROUP MARKET DATA FOR BASE SALARIES. SINCE CHARTERCARE AND/OR ITS AFFILIATES SETS THE SALARY RANGE MIDPOINTS AT THE MARKET MEDIAN OF BASE SALARIES, IT STRIVES FOR INDIVIDUAL SALARIES TO BE MANAGED IN THE FOLLOWING MANNER: 1. NEWLY HIRED OR INEXPERIENCED EXECUTIVES WILL BE PAID BETWEEN THE MINIMUM AND MIDPOINT OF THEIR SALARY RANGES. 2. EXECUTIVES WHO CONSISTENTLY MEET THE EXPECTATIONS OF THEIR POSITION WILL BE PAID AT OR NEAR THE MIDPOINT OF THEIR SALARY RANGES. 3. EXECUTIVES WHO CONSISTENTLY EXCEED THE EXPECTATIONS OF THEIR POSITION WILL BE PAID BETWEEN THE MIDPOINT AND THE 75TH PERCENTILE OF THEIR SALARY RANGES. IN RARE CASES WHERE RECRUITMENT OF NEW EXECUTIVES DICTATES, AN EXECUTIVE MAY BE PAID BETWEEN THE 75TH PERCENTILE AND MAXIMUM OF HIS OR HER SALARY RANGE. IN SUCH CASES, JUSTIFICATION FOR ADDITIONAL INCENTIVE COMPENSATION PAYOUT SHALL BE REVIEWED IN ADVANCE BY THE BOARD AND MAINTAINED IN THE OFFICIAL RECORDS OF THE EXECUTIVE COMMITTEE OF CHARTERCARE FUNCTIONING AS THE COMPENSATION COMMITTEE. NO EXECUTIVE IS PAID ABOVE THE MAXIMUM OF THE PAY RANGE. GIVEN PRESENT STRATEGIC PLANS BY CHARTERCARE TO OPERATIONALIZE THE INTEGRATION OF ROGER WILLIAMS MEDICAL CENTER AND ST. JOSEPH HEALTH SERVICES AND EXPAND AND DIVERSIFY ITS SERVICES, THE ORGANIZATION RECOGNIZES THAT RETENTION AND RECRUITMENT OF PERSONNEL MAY NEED TO OCCUR IN THE BROADER HEALTH CARE SERVICES. |
| PUBLIC DISCLOSURE | PART VI, SECTION C, LINE 19 | CHARTERCARE HEALTH PARTNERS AND AFFILIATES MAKE THEIR TAX RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THEIR TAX RETURNS ARE ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SJH ENERGY LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HIGH SERVICE AVENUE | AddressLine1 |
| City | NORTH PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208591473 | EIN |
| Primary Activities | PROCUREMENT | PrimaryActivities |
| Legal Domicile State | RI | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCHP | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARTERCARE HEALTH PARTNERS FOUNDATION | ||||||||||
| 200 HIGH SERVICE AVENUE | NORTH PROVIDENCE | RI | 02904 | 260236669 | FUNDRAISING | RI | 501(C)(3) | 7 | CCHP | true |
| ROGER WILLIAMS REALTY CORPORATION | ||||||||||
| 825 CHALKSTONE AVENUE | PROVIDENCE | RI | 02908 | 050423855 | RENTAL MGMT | RI | 501(C)(3) | 11 | CCHP | true |
| RWGH PHYSICIANS OFFICE BUILDING | ||||||||||
| 825 CHALKSTONE AVENUE | PROVIDENCE | RI | 02908 | 050398588 | RENTAL MGMT | RI | 501(C)(3) | 11 | CCHP | true |
| ELMHURST EXTENDED CARE FACILITIES | ||||||||||
| 50 MAUDE STREET | PROVIDENCE | RI | 02908 | 222723407 | NURSING HOME | RI | 501(C)(3) | 3 | CCHP | true |
| ROGER WILLIAMS MEDICAL ASSOCIATES | ||||||||||
| 825 CHALKSTONE AVENUE | PROVIDENCE | RI | 02908 | 203346936 | PHY. PRACTICE | RI | 501(C)(3) | 11 | CCHP | true |
| ST JOSEPH HEALTH SERVICES OF RI | ||||||||||
| 200 HIGH SERVICE AVENUE | NORTH PROVIDENCE | RI | 02904 | 050259026 | HEALTHCARE | RI | 501(C)(3) | 3 | CCHP | true |
| ROGER WILLIAMS MEDICAL CENTER | ||||||||||
| 825 CHALKSTONE AVENUE | PROVIDENCE | RI | 02908 | 050258959 | HEALTHCARE | RI | 501(C)(3) | 3 | CCHP | true |
| ST JOSEPH HOSPITAL WORKERS COMP TRUST | ||||||||||
| 200 HIGH SERVICE AVENUE | NORTH PROVIDENCE | RI | 02904 | 056106574 | TRUST | RI | 501(C)(3) | 11 | SJHSRI | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELMHURST HEALTH ASSOCIATES | ||||||||||||
| 825 CHALKSTONE AVENUE | PROVIDENCE | RI | 02908 | 050437610 | LABORATORY | RI | NA | C Corp | -5050 | 600 | 1.00000 | false |
| ROSEBANK CORPORATION | ||||||||||||
| 825 CHALKSTONE AVENUE | PROVIDENCE | RI | 02908 | 050342046 | REAL ESTATE | RI | NA | C Corp | -30672 | 340632 | 1.00000 | false |
| OUR LADY OF FATIMA ANCILLARY SERVICES | ||||||||||||
| 200 HIGH SERVICE AVENUE | NORTH PROVIDENCE | RI | 02904 | 050519862 | LABORATORY | RI | NA | C Corp | 216339 | 739843 | 1.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ROGER WILLIAMS MEDICAL CENTER | ||
| L | 11153822 | MANAGEMENT FEE |
| ST JOSEPH HEALTH SERVICES OF RI | ||
| L | 11172895 | MANAGEMENT FEE |
| ELMHURST EXTENDED CARE | ||
| L | 135000 | MANAGEMENT FEE |
| ROGER WILLIAMS MEDICAL ASSOCIATES | ||
| L | 60000 | MANAGEMENT FEE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSACTIONS WITH RELATED ORGANIZATIONS | Identifier |
| Return Reference | PART V | ReturnReference |
| Explanation | ROGER WILLIAMS MEDICAL CENTER, ST JOSEPH HEALTH SERVICES OF RI, ELHURST EXTENDED CARE AND ROGER WILLIAMS MEDICAL ASSOCIATES PAY CHARTERCARE MANAGEMENT FEES TO PERFORM SERVICES ON THEIR BEHALF, SHARE FACILITIES AND EMPLOYEES, AND TO REIMBURSE FOR EXPENSES. | Explanation |