Totals
- Total revenue
- $3,464,231
- Total expenses
- $3,759,673
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,328,163
- Investment income
- $47,059
- Other revenue
- $89,009
- Total assets, end of year
- $5,450,655
- Total liabilities, end of year
- $5,744,803
- Net assets or fund balances, end of year
- -$294,148
- Program services expenses (Part IX)
- $2,931,850
- Management and general expenses
- $827,823
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,931,850
Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $1,149,269 · related or exempt $1,149,269
-
2b · Program service revenue: CONSULTING FEES
total $1,000,715 · related or exempt $1,000,715
-
2c · Program service revenue: CERTIFICATION REVENUE
total $705,469 · related or exempt $705,469
-
2d · Program service revenue: INT'L LICENSING & CONSULTING
total $101,795 · related or exempt $101,795
-
2e · Program service revenue: PRODUCTS REVENUE
total $72,800 · related or exempt $72,800
-
2f · All other program service revenue
total $298,115 · related or exempt $298,115
-
3 · Investment income
total $48,993 · excluded $48,993
-
5 · Royalties
total $89,009 · excluded $89,009
-
7a · Gross sales of assets other than inventory
securities $221,858
-
7b · Less cost or other basis and sales expenses
securities $223,792
-
7c · Gain or loss
securities -$1,934
-
7d · Net gain or loss
total -$1,934 · excluded -$1,934
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $258,691 · program services $181,083 · management and general $77,608
-
7 · Other salaries and wages
total $1,495,687 · program services $1,201,599 · management and general $294,088
-
8 · Pension plan contributions
total $43,202 · program services $34,603 · management and general $8,599
-
9 · Other employee benefits
total $400,749 · program services $319,395 · management and general $81,354
-
10 · Payroll taxes
total $121,761 · program services $96,191 · management and general $25,570
-
11b · Fees: legal
total $524 · management and general $524
-
11f · Fees: investment management
total $3,691 · management and general $3,691
-
11g · Fees: other
total $432,393 · program services $198,680 · management and general $233,713
-
12 · Advertising and promotion
total $37,953 · management and general $37,953
-
13 · Office expenses
total $63,894 · program services $16,433 · management and general $47,461
-
14 · Information technology
total $318,088 · program services $318,088
-
17 · Travel
total $47,537 · program services $47,537
-
19 · Conferences, conventions and meetings
total $339,429 · program services $339,429
-
22 · Depreciation, depletion and amortization
total $140,828 · program services $126,745 · management and general $14,083
-
24a · Other expenses: BAD DEBTS
total $52,000 · program services $52,000
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $1,877 · management and general $1,877
-
24c · Other expenses: STAFF/AFFILIATE RECOG.
total $1,369 · program services $67 · management and general $1,302
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $410,058 · end of year $333,677
-
4 · Accounts receivable
beginning of year $1,466,516 · end of year $1,144,747
-
9 · Prepaid expenses and deferred charges
beginning of year $923,425 · end of year $1,179,164
-
10a · Land, buildings and equipment: cost or other basis
$859,348
-
10b · Land, buildings and equipment: accumulated depreciation
$664,827
-
10c · Land, buildings and equipment, net
beginning of year $214,841 · end of year $194,521
-
11 · Investments: publicly traded securities
beginning of year $1,145,308 · end of year $1,271,164
-
14 · Intangible assets
beginning of year $1,431,139 · end of year $1,327,382
-
17 · Accounts payable and accrued expenses
beginning of year $235,072 · end of year $1,017,857
-
19 · Deferred revenue
beginning of year $1,465,469 · end of year $1,537,228
-
25 · Other liabilities
beginning of year $3,975,631 · end of year $3,189,718
-
27 · Net assets without donor restrictions
beginning of year -$117,382 · end of year -$326,645
-
28 · Net assets with donor restrictions
beginning of year $32,497 · end of year $32,497
Mission and programs · 2022
Mission
PLANETREE CONNECTS THOSE WHO RECEIVE AND PROVIDE CARE TO CREATE A HUMANIZED HEALTHCARE EXPERIENCE THAT WORKS FOR ALL.
Activities or mission (Part I)
NONPROFIT MEMBERSHIP ORGANIZATIONS IMPLEMENTING PATIENT-CENTERED CARE (SEE SCHEDULE O)PLANETREE INTERNATION INC., WORKS WITH HOSPITALS AND OTHER HEALTHCARE ORGANIZATIONS TO DEVELOP AND IMPLEMENT PATIENT-CENTERED CARE IN HEALING ENVIRONMENTS. THE PATIENT-CENTERED REVOLUTION THAT DEMANDS ON BEHALF OF ALL PATEINTS THAT HEALTHCARE ORGANIZATION MEET INDIVDIUAL'S HUMAN NEED FOR RESPECT, CONTROL AND WARM AND SUPPORTIVE CARE IS:EVIDENCE BASED - SUBSTANTIATED BY A GROWING BODY OF SCIENTIFIC RESEARCH CONNECTING PATIENT AND FAMILY ENGAGEMENT TO IMPROVED HEALTH OUTCOMES.QUALITY IMPERATIVE - SUPPORTED BY POWERFUL INDUSTRY FORCES REQUIRING HEALTHCARE ORGANIZATIONS TO CHANGE BUSINESS AS USUAL.RESPONSIVE - DRIVEN BY CONSUMERS WHO KNOW MORE, EXPECT MORE AND DESERVE MORE FROM THEIR THEIR HEALTHCARE EXPERIENCES.
-
PLANETREE INTERNATIONAL, INC IS A PASSIONATE NOT-FOR-PROFIT GLOBAL HEALTHCARE LEADER SETTING THE GLOBAL STANDARD FOR PERSON-CENTERED EXCELLENCE ACROSS THE CONTINUUM OF CARE. USING ITS THEMATIC PLATFORMS OF BOTH PLANETREE AND LANGUAGE OF CARING NEW DYNAMIC MODELS ARE AVAILABLE TO FIT THE NEEDS OF HEALTHCARE ORGANIZATIONS TO PROVIDE PATIENT-CENTERED, VALUE BASED AND HOLISTIC CARE, AS WELL AS ENSURE COMPASSION AND POWERFULLY EFFECTIVE COMMUNICATION THAT PERMEATE THE ORGANIZATION'S CULTURE AND ALL INTERACTIONS WITH PATIENTS, FAMILIES, AND COWORKERS.
Expenses $2,931,850 · Revenue $3,328,163
As filed on the 2022 return.
Listed in Part VII
-
DEREK RAGHAVAN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
DOUGLAS FINEFROCK DO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
GEORGE S LOGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.38 related
-
GERALD T WEINER ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.38 related
-
HENRY GALLARDO MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
JACQUES COUILLARD
DIRECTOR (LEFT 1/1/23)
- Total calculated
- $0
- Hours/week
- 0.23
-
JEANNETTE PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
JOEP VERBUGT
DIRECTOR (LEFT 1/1/23)
- Total calculated
- $0
- Hours/week
- 0.23
-
JOHN J ZAPRZALKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.38 related
-
JOHN W BETKOSKI III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.53 related
-
JONATHAN HOCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
JOSEPH ANDREANA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.38 related
-
KENNETH BALDYGA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.53 related
-
MALEK ALMOOSA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
MARIA HALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
NANCY DINARDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.53 related
-
PAMELA DUNLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23
-
PATRICK A CHARMEL
CHAIRMAN
- Total calculated
- $4,449,600
- From this org
- $0
- From related orgs
- $4,409,084
- Other
- $40,516
- Hours/week
- 1 + 49.15 related
Schedule J breakdown matched by us
- Base
- $0 + $597,585 related
- Bonus
- $0 + $591,435 related
- Other
- $0 + $3,220,064 related
- Deferred
- $0 + $8,439 related
- Nontaxable benefits
- $0 + $32,077 related
- Filer's total
- $0 + $4,449,600 related
-
ROBERT G REISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.38 related
-
SUSAN FRAMPTON PHD
PRESIDENT/BOD SECRETARY/TR
- Total calculated
- $363,007
- From this org
- $325,616
- From related orgs
- $0
- Other
- $37,391
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $280,583
- Bonus
- $43,333
- Other
- $1,700
- Deferred
- $7,289
- Nontaxable benefits
- $30,102
- Filer's total
- $363,007
-
THEMIS KLARIDES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.23 + 0.38 related
-
BRUNO PETRUCCI
DIRECTOR (JOINED 1/1/23)
- Total calculated
- $0
- Hours/week
- 0.23
-
KARIN JAY
SENIOR VP, GLOBAL SERVICES
- Total calculated
- $236,106
- From this org
- $226,825
- From related orgs
- $0
- Other
- $9,281
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,300
- Bonus
- $0
- Other
- $1,525
- Deferred
- $6,143
- Nontaxable benefits
- $3,138
- Filer's total
- $236,106
-
MICHAEL L GIULIANO
COO
- Total calculated
- $139,448
- From this org
- $128,777
- From related orgs
- $0
- Other
- $10,671
- Hours/week
- 40
-
RHONDA WILLIAMS
VP ENGAGEMENT STRATEGIES
- Total calculated
- $201,949
- From this org
- $186,503
- From related orgs
- $0
- Other
- $15,446
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,226
- Bonus
- $0
- Other
- $1,277
- Deferred
- $3,398
- Nontaxable benefits
- $12,048
- Filer's total
- $201,949
-
SARA GUASTELLO
SVP,PERSON & CENTERED CARE
- Total calculated
- $198,411
- From this org
- $162,999
- From related orgs
- $0
- Other
- $35,412
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,405
- Bonus
- $15,532
- Other
- $1,062
- Deferred
- $4,524
- Nontaxable benefits
- $30,888
- Filer's total
- $198,411
-
JAMES KINSEY
VP CONTINUUM OF CARE SERVICES
- Total calculated
- $154,168
- From this org
- $132,897
- From related orgs
- $0
- Other
- $21,271
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,836
- Bonus
- $0
- Other
- $1,061
- Deferred
- $3,741
- Nontaxable benefits
- $17,530
- Filer's total
- $154,168
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE COMPENSATION OF THE PRESIDENT IS PAID BY GRIFFIN HOSPITAL. GRIFFIN HOSPITAL USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- PART I, LINE 4B
- PATRICK CHARMEL RECEIVED A PAYMENT FROM GRIFFIN HOSPITAL IN THE AMOUNT OF $3,218,342 IN LIEU OF A GRANDFATHER SPLIT-DOLLAR LIFE INSURANCE PLAN. THIS GRANDFATHER SPLIT-DOLLAR LIFE INSURANCE POLICY COMMENCED IN 2007 AND WAS DEVELOPED AS RESULT OF THE HOSPITAL'S DEFINED BENEFIT PENSION PLAN CAP OF EARNINGS AT THIS TIME. THE POLICY WAS CONSTRUCTED TO PROVIDE MR. CHARMEL WITH THE EQUIVALENT PENSION PLAN BENEFIT PAYMENTS AS COMPARED TO ALL OTHER DEFINED BENEFIT PLAN PARTICIPANTS.
- PART I, LINE 7
- AT THE END OF THE YEAR, THE COMPENSATION COMMITTEE REVIEWS PERFORMANCE OF EACH INDIVIDUAL IN LINE WITH CERTAIN CRITERIA. BASED ON AN OVERALL REVIEW OF THEIR PERFORMANCE AND THEIR COMPENSATION, THE COMMITTEE RECOMMENDS A BONUS AMOUNT WHICH IS APPROVED BY THE BOARD OF DIRECTORS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HOSPITAL · CT
Directly controlled by GRIFFIN HEALTH SERVICES CORPORATION
-
GRIFFIN HEALTH SERVICES CORPORATION
501(C)(3) · HOLDING COMPANY · CT
-
GRIFFIN FACULTY PHYSICIANS INC
501(C)(3) · MEDICAL SERVICES · CT
Directly controlled by GRIFFIN HOSPITAL
-
GRIFFIN HOSPITAL DEVELOPMENT FUND
501(C)(3) · FUNDRAISING · CT
Directly controlled by GRIFFIN HEALTH SERVICES CORPORATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · RENTAL REAL ESTATE · CT
-
HEALTHCARE ALLIANCE INSURANCE CO LTD
C · OFFSHORE CAPTIVE INSURANCE · CJ
-
C · INACTIVE · CT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202432289349300218
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