CHARTER OAK HEALTH CENTER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARTER OAK HEALTH CENTER INC (EIN 06-0986747)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201341309349303079
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T16:28:40-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061533253 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SASLOW LUFKIN & BUGGY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN TOWER LANE | AddressLine1 |
| City | AVON | City |
| State | CT | State |
| ZIP Code | 06001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060986747 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTER OAK HEALTH CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 8605507500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GRAND STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH SAVIDGE | Name |
| Title | CFO | Title |
| Phone | 8605507500 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN J STRANIERI | Name |
| PTIN | P00348090 | PTIN |
| Phone | 8606789200 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH SAVIDGE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GRAND STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19917419 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THECHARTEROAK.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HIGH QUALITY, SAFE, CULTURALLY APPROPRIATE, FINANCIALLY AND PHYSICALLY ACCESSIBLE HEALTH SERVICES TO THE MEDICALLY UNDERSERVED AND PERSONS OF ALL AGES WHO COME TO US FOR CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 182 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16916689 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7983718 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12305859 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11884182 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 81304 | InvestmentIncomePriorYear |
| Investment Income Current Year | 49519 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29303852 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19917419 | 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 | 12852073 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13680039 | 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 | 7461060 | OtherExpensePriorYear |
| Other Expenses Current Year | 11596325 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20313133 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25276364 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8990719 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5358945 | RevenuesLessExpensesCY |
| Total Assets BOY | 27838355 | TotalAssetsBOY |
| Total Assets EOY | 24973221 | TotalAssetsEOY |
| Total Liabilities BOY | 1794330 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10849949 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 26044025 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14123272 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE COMPREHENSIVE PREVENTIVE AND PRIMARY HEALTH CARE SERVICES TO THE CITIZENS OF THE GREATER HARTFORD AREA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12212670 | Expense |
| Revenue | 8262714 | Revenue |
| Description | PROVIDE PRIMARY HEALTH CARE TO AREA RESIDENTS REGARDLESS OF THEIR CURRENT PERSONAL FINANCIAL SITUATION AND ABILITY TO REPAY BENEFITS PROVIDED TO THEM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2598437 | Expense |
| Revenue | 2739728 | Revenue |
| Description | PROVIDE PRIMARY MENTAL HEALTH CARE & COUNSELING SERVICES, AS WELL AS PROVIDE PRESCRIPTION MEDICATIONS TO THE RESIDENTS OF THE SURROUNDING AREA. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1430203 | Expense |
| Revenue | 881740 | Revenue |
| Description | PROVIDE PRIMARY DENTAL CARE TO THE RESIDENTS OF THE SURROUNDING AREA. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 586144 | Expense |
| Description | PROVIDE PRIMARY CARE TO THE HOMELESS INDIVIDUALS LIVING IN THE SURROUNDING AREA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 586144 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 16827454 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 182 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTER OAK HEALTH CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8605507500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GRAND STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BETTY HARDY | ||||||||
| CHAIRPERSON | 3.00 | X | X | 0 | 0 | 0 | ||
| GARY HUSMER | ||||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | ||
| KENDRA SHAKIR | ||||||||
| VICE CHAIRPERSON | 3.00 | X | X | 0 | 0 | 0 | ||
| ETHEL BAGWELL | ||||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | ||
| JAYSON HUGHES | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| DR KELSON ETIENNE-MODESTE | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| CHERYL THOMAS | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| LILIANA SANCHEZ | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| ELLIS G SIMPSON JR | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| L RAQUEL RIVERA | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| JAHAIRA CARRILLO | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| GEORGE MICHNA | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| ALFREDA TURNER | ||||||||
| PRESIDENT & CEO | 40.00 | X | 284508 | 0 | 15936 | |||
| JOHN MCDONAGH | ||||||||
| MD | 40.00 | 177683 | 0 | 17712 | X | |||
| THOMAS MORRISON | ||||||||
| SR VP OF FINANCE | 40.00 | 162768 | 0 | 7126 | X | |||
| CRISTINA ELENA DINICU | ||||||||
| OBGYN | 40.00 | 179858 | 0 | 17370 | X | |||
| DEBORA MIHALE-SOBELMAN | ||||||||
| PEDIATRITIAN | 40.00 | 153847 | 0 | 16845 | X | |||
| DOREEN COBURN | ||||||||
| EXECUTIVE | 40.00 | 124711 | 0 | 2117 | X | |||
| MAYBELLE MERCADO-MARTINEZ | ||||||||
| BH DIRECTOR | 40.00 | 110900 | 0 | 14585 | X | |||
| CHARLENE BROWN | ||||||||
| FAMILY DOCTOR | 40.00 | 117567 | 0 | 7222 | X | |||
| TOSHA WHITFIELD | ||||||||
| DENTIST | 40.00 | 124460 | 0 | 8825 | X | |||
| LILLIAN QUESADA | ||||||||
| DENTIST | 40.00 | 122565 | 0 | 2197 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1558867 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 109935 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ENTERPRISE BUILDERS INC | |||||
| 46 SHEPARD DRIVE | NEWINGTON | CT | 06111 | CONSTRUCTION | 8223537 |
| CONNECTICUT CHILDRENS SPECIALTY GROUP | |||||
| 282 WASHINGTON STREET | HARTFORD | CT | 061063322 | COHC AT CCMC | 2799590 |
| CARDINAL HEALTH PHARMACEUTICAL DISTRIBUT | |||||
| 11 CENTENNIAL DRIVE | PEABODY | MA | 01960 | PHARMACY MEDICATION | 706192 |
| STIRLING BENEFITS - MEHIP | |||||
| 20 ARMONY LANE | MILFORD | CT | 06460 | MEDICAL INSURANCE | 672457 |
| HENRY SCHEIN INC | |||||
| PO BOX 371952 | PITTSBURGH | PA | 15250 | DENTAL AND MEDICAL SUPPLIES | 375448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Government Grants | 7151634 | GovernmentGrants |
| All Other Contributions | 832084 | AllOtherContributions |
| Noncash Contributions | 1531757 | NoncashContributions |
| Total Contributions | 7983718 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE FEES | Description |
| Business Code | 621400 | BusinessCode |
| Total Revenue Column | 11884182 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11884182 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11884182 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49519 | TotalRevenueColumn |
| Exclusion | $49,519 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19917419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11884182 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $49,519 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 669188 | Total |
| Management And General | 669188 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10675214 | Total |
| Program Services | 10074721 | ProgramServices |
| Management And General | 600493 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2335637 | Total |
| Program Services | 1610840 | ProgramServices |
| Management And General | 724797 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1098111 | Total |
| Management And General | 1098111 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445177 | Total |
| Management And General | 445177 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1670276 | Total |
| Program Services | 1095896 | ProgramServices |
| Management And General | 574380 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37589 | Total |
| Program Services | 25121 | ProgramServices |
| Management And General | 12468 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336292 | Total |
| Program Services | 223469 | ProgramServices |
| Management And General | 112823 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1324468 | Total |
| Program Services | 959339 | ProgramServices |
| Management And General | 365129 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21735 | Total |
| Program Services | 16115 | ProgramServices |
| Management And General | 5620 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86918 | Total |
| Program Services | 23524 | ProgramServices |
| Management And General | 63394 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56617 | Total |
| Management And General | 56617 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1957972 | Total |
| Program Services | 56000 | ProgramServices |
| Management And General | 1901972 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152672 | Total |
| Program Services | 108919 | ProgramServices |
| Management And General | 43753 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 2547824 | 2547824 | |
| BAD DEBTS | 1732256 | 1732256 | |
| DUES & SUBSCRIPTIONS | 61484 | 38845 | 22639 |
| TRAINING & EDUCATION | 44393 | 39844 | 4549 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22541 | Total |
| Program Services | 6997 | ProgramServices |
| Management And General | 15544 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25276364 | Total |
| Program Services | 16827454 | ProgramServices |
| Management And General | 8448910 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7051489 | BOY |
| EOY | 754061 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1712739 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34294 | BOY |
| EOY | 38385 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1014959 | BOY |
| EOY | 926112 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 13786 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124215 | BOY |
| EOY | 126099 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22211 | BOY |
| EOY | 354076 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 25517107 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5626265 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17460900 | BOY |
| EOY | 19890842 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2130287 | BOY |
| EOY | 1157121 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27838355 | BOY |
| EOY | 24973221 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1651518 | BOY |
| EOY | 2481301 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 688648 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 7680000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142812 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1794330 | BOY |
| EOY | 10849949 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21241491 | BOY |
| EOY | 9490971 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4802534 | BOY |
| EOY | 4632301 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26044025 | BOY |
| EOY | 14123272 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27838355 | BOY |
| EOY | 24973221 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5358945 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6561808 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4488851 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6709559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7361283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16916689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7983718 | CurrentTaxYear |
| Total | 43460100 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4488851 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6709559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7361283 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16916689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7983718 | CurrentTaxYear |
| Total | 43460100 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 43460100 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 294143 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 115673 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65332 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81304 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49519 | CurrentTaxYear |
| Total | 605971 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 44066071 | TotalSupport |
| Gross Receipts From Admissions Etc | 57002988 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 121000 | OtherCostOrOtherBasis |
| Book Value | 121000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20124472 | OtherCostOrOtherBasis |
| Depreciation | 3628302 | Depreciation |
| Book Value | 16496170 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5271635 | OtherCostOrOtherBasis |
| Depreciation | 1997963 | Depreciation |
| Book Value | 3273672 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19890842 | TotalOfBookValueLandBuildings |
| Total Revenue | 19917419 | TotalRevenue |
| Total Expenses | 25276364 | TotalExpenses |
| Excess Or Deficit For Year | -5358945 | ExcessOrDeficitForYear |
| Prior Period Adjustments | -648349 | PriorPeriodAdjustments |
| Other | -$5,913,459 | OtherAmount |
| Total Adjustments | -6561808 | TotalAdjustments |
| Excess Or Deficit Per FS | -11920753 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19917419 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 19917419 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19917419 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25276364 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25276364 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25276364 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CENTER AND CHARTER OAK REALTY ACCOUNT FOR INCOME TAXES IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, "INCOME TAXES", WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. UNDER FASB ASC 740, THE CENTER AND CHARTER OAK REALTY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE CENTER AND CHARTER OAK REALTY DO NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012 AND 2011. AS OF JUNE 30, 2012 AND 2011, THE CENTER AND CHARTER OAK REALTY DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS. ALL TAX YEARS FROM 2008 FORWARD ARE OPEN AND SUBJECT TO EXAMINATION FOR THE CENTER. IN ADDITION, ALL TAX YEARS FROM 2011 FORWARD ARE OPEN AND SUBJECT TO EXAMINATION FOR CHARTER OAK REALTY. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | DEPRECIATION OF PERMANENTLY RESTRICTED ASSETS -170,233. EQUITY TRANSFER TO CHARTER OAK HEALTH CENTER REALTY CORP. -5,743,226. TOTAL TO SCHEDULE D, PART XI, LINE 8: -5,913,459. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALFREDA TURNER | |||||||||||||
| 284508 | 0 | 0 | 0 | 0 | 0 | 8553 | 0 | 7383 | 0 | 300444 | 0 | 0 | 0 |
| JOHN MCDONAGH | |||||||||||||
| 177683 | 0 | 0 | 0 | 0 | 0 | 4922 | 0 | 12790 | 0 | 195395 | 0 | 0 | 0 |
| THOMAS MORRISON | |||||||||||||
| 162768 | 0 | 0 | 0 | 0 | 0 | 5022 | 0 | 2104 | 0 | 169894 | 0 | 0 | 0 |
| CRISTINA ELENA DINICU | |||||||||||||
| 179858 | 0 | 0 | 0 | 0 | 0 | 4589 | 0 | 12781 | 0 | 197228 | 0 | 0 | 0 |
| DEBORA MIHALE-SOBELMAN | |||||||||||||
| 153847 | 0 | 0 | 0 | 0 | 0 | 4346 | 0 | 12499 | 0 | 170692 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ALFREDA TURNER | |||
| PRESIDENT & CEO | 111596 | THE CENTER'S PRESIDENT AND CHIEF EXECUTIVE OFFICER SERVES ON THE BOARD OF DIRECTORS OF THE COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT (CHCACT), WHOSE BOARD OF DIRECTORS IS COMPOSED OF THE CHIEF EXECUTIVES FROM CERTAIN CONNECTICUT COMMUNITY HEALTH CENTERS. GRANT AND CONTRACT REVENUE PROVIDED BY CHCACT TO THE ORGANIZATION TOTALED $111,596 FOR THE YEAR ENDED JUNE 30, 2012. | 0 |
| ALFREDA TURNER | |||
| PRESIDENT & CEO | 1541179 | THE CENTER'S PRESIDENT AND CHIEF EXECUTIVE OFFICER ALSO SERVES ON THE BOARD OF DIRECTORS OF COMMUNITY HEALTH NETWORK OF CT, INC. (CHN). THE CENTER HAS AN INVESTMENT IN CHN, WHICH TOTALED $83,333 AS OF JUNE 30, 2012. CONTRACT REVENUE PROVIDED BY CHN TO THE CENTER TOTALED $1,541,179 FOR THE YEAR ENDED JUNE 30, 2012. AMOUNTS DUE FROM CHN AMOUNTED TO APPROXIMATELY $144,200 AS OF JUNE 30, 2012. | 0 |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33810 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1531757 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPORT FROM DPH | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE CFO AFTER IT HAS BEEN PREPARED BY AN OUTSIDE CPA FIRM. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR OR OFFICER OF THE ORGANIZATION WHO HAS AN OWNERSHIP INTEREST IN AN ENTITY, OR WHO HAS FINANCIAL INTEREST IN A CONTRACT, THAT IS PRESENTED TO THE BOARD OR COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL OR RATIFICATION, SHALL DISCLOSE SUCH PERSON'S INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON ANY MATTER INVOLVING SUCH ENTITY OR CONTRACT. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE ORGANIZATION'S INTEREST. THE PERSON'S ABSTENTION FROM THE VOTE AND THE REASON FOR IT WILL BE RECORDED IN THE MINUTES OF ANY MEETING AT WHICH SUCH MATTERS ARE DISCUSSED. FURTHER, NO DIRECTOR OR OFFICER OF THE ORGANIZATION SHALL HAVE ANY OBLIGATIONS TO ANY EMPLOYER, OTHER PERSON OR ORGANIZATION THAT WILL INTERFERE WITH THE DIRECTOR'S OR OFFICER'S PERFORMANCE AS A MEMBER OF THE BOARD OF DIRECTORS OF THE ORGANIZATION OR WHICH WILL RESULT IN ANY CONFLICT OF INTEREST WITH THE ORGANIZATION'S INTEREST. WHILE SERVING AS A MEMBER OF THE BOARD OF DIRECTORS, DIRECTORS OR OFFICERS AGREE NOT TO ENGAGE IN ANY ACTIVITY INCONSISTENT WITH THE DIRECTOR'S OR OFFICER'S OBLIGATIONS TO THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION UTILIZES THE SERVICES OF A COMPENSATION CONSULTING COMPANY TO REVIEW THE SALARY LEVELS OF THE EXECUTIVES OF THE ORGANIZATION, BY UTILIZING INDUSTRY STANDARDS. THE SALARY RANGES FOR EMPLOYEES OF THE ORGANIZATION ARE DETERMINED BASED UPON INDUSTRY AVERAGES. COMPENSATION IS ADJUSTED ANNUALLY BASED ON PERFORMANCE REVIEWS PREPARED BY SUPERVISORS AND REVIEWED BY THE CEO. THE LAST PERFORMANCE REVIEW OCCURRED DURING THE SPRING OF 2010. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | PRIOR PERIOD ADJUSTMENTS: -648,349. DEPRECIATION OF PERMANENTLY RESTRICTED ASSETS -170,233. EQUITY TRANSFER TO CHARTER OAK HEALTH CENTER REALTY CORP. -5,743,226. TOTAL TO FORM 990, PART XI, LINE 5: -6,561,808. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTER OAK HEALTH CENTER REALTY CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 GRAND STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274896758 | EIN |
| Primary Activities | TO HANDLE REAL ESTATE ISSUES ON BEHALF OF CHARTER OAK HEALTH CENTER, INC. | PrimaryActivities |
| Legal Domicile State | CT | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTER OAK HEALTH CENTER REALTY CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 5743226 | AmountInvolved |
| Method Of Amt Determination | ACTUAL COST | MethodOfAmtDetermination |