Skip to content
Nonprofiteer
← OPTIMUS HEALTH CARE INC

Form 990 for tax year 2023

Filed by OPTIMUS HEALTH CARE INC.

Totals

Total revenue
$55,996,179
Total expenses
$54,321,050
Contributions and grants received
$15,642,770
Grants paid
$0
Program service revenue
$40,242,241
Investment income
$20,743
Other revenue
$90,425
Total assets, end of year
$34,497,957
Total liabilities, end of year
$13,781,156
Net assets or fund balances, end of year
$20,716,801
Program services expenses (Part IX)
$38,884,817
Management and general expenses
$15,436,233
Fundraising expenses
$0
Program service expenses (Part III)
$38,884,817

Program services were 71.6% 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.

  • 1e · Government grants (contributions)

    $14,406,562

  • 1f · All other contributions, gifts and grants

    $1,236,208

  • 2a · Program service revenue: PATIENT FEES

    total $32,952,636 · related or exempt $32,952,636

  • 2b · Program service revenue: PHARMACY INCOME

    total $5,289,605 · related or exempt $5,289,605

  • 2c · Program service revenue: CONTRACTED SERVICES

    total $2,000,000 · related or exempt $2,000,000

  • 3 · Investment income

    total $20,743 · excluded $20,743

  • 6a · Gross rents

    real property $119,544

  • 6b · Less rental expenses

    real property $266,509

  • 6c · Rental income or loss

    real property -$146,965

  • 6d · Net rental income or loss

    total -$146,965 · unrelated business -$146,965

  • 7a · Gross sales of assets other than inventory

    securities $1,500,000

  • 7b · Less cost or other basis and sales expenses

    securities $1,500,000

  • 7c · Gain or loss

    securities $0

  • 11a · Other revenue: OTHER INCOME

    total $237,390 · related or exempt $237,390

  • 11e · Other revenue, total

    $237,390

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,349,739 · program services $1,066,294 · management and general $283,445

  • 7 · Other salaries and wages

    total $27,330,263 · program services $21,517,540 · management and general $5,812,723

  • 9 · Other employee benefits

    total $7,103,156 · program services $6,053,114 · management and general $1,050,042

  • 12 · Advertising and promotion

    total $299,198 · program services $42,117 · management and general $257,081

  • 13 · Office expenses

    total $149,425 · program services $10,873 · management and general $138,552

  • 16 · Occupancy

    total $4,128,074 · program services $320,287 · management and general $3,807,787

  • 17 · Travel

    total $102,002 · program services $72,206 · management and general $29,796

  • 22 · Depreciation, depletion and amortization

    total $2,025,363 · program services $889,395 · management and general $1,135,968

  • 23 · Insurance

    total $382,909 · program services $615 · management and general $382,294

  • 24a · Other expenses: CONTRACTUAL SERVICES

    total $4,591,247 · program services $3,309,633 · management and general $1,281,614

  • 24b · Other expenses: MATERIALS & SUPPLIES

    total $4,164,937 · program services $3,989,459 · management and general $175,478

  • 24c · Other expenses: PROVISION FOR CREDIT LO

    total $1,520,899 · program services $1,520,899

  • 24d · Other expenses: EQUIPMENT LEASING

    total $1,173,838 · program services $92,385 · management and general $1,081,453

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,814,185 · end of year $4,083,557

  • 3 · Pledges and grants receivable

    beginning of year $3,047,112 · end of year $5,302,158

  • 4 · Accounts receivable

    beginning of year $1,524,114 · end of year $806,572

  • 9 · Prepaid expenses and deferred charges

    beginning of year $385,640 · end of year $402,926

  • 10a · Land, buildings and equipment: cost or other basis

    $36,189,156

  • 10b · Land, buildings and equipment: accumulated depreciation

    $17,914,561

  • 10c · Land, buildings and equipment, net

    beginning of year $18,217,262 · end of year $18,274,595

  • 11 · Investments: publicly traded securities

    beginning of year $3,591,270 · end of year $4,271,965

  • 12 · Investments: other securities

    beginning of year $83,333 · end of year $83,333

  • 15 · Other assets

    beginning of year $591,236 · end of year $1,272,851

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,961,307 · end of year $5,647,579

  • 19 · Deferred revenue

    beginning of year $460,770 · end of year $1,641,103

  • 23 · Secured mortgages and notes payable

    beginning of year $5,372,590 · end of year $5,190,587

  • 25 · Other liabilities

    beginning of year $596,562 · end of year $1,301,887

  • 27 · Net assets without donor restrictions

    beginning of year $18,862,923 · end of year $20,716,801

Mission and programs · 2023

Mission

TO PROVIDE A BROAD RANGE OF PRIMARY CARE SERVICES, INCLUDING MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES TO MARGINALIZED COMMUNITIES IN BRIDGEPORT, STRATFORD, MILFORD, STAMFORD AND WEST HAVEN.

  • TO PROVIDE A BROAD RANGE OF PRIMARY CARE SERVICES, INCLUDING MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES TO MARGINALIZED COMMUNITIES IN BRIDGEPORT, STRATFORD, MILFORD,STAMFORD AND WEST HAVEN.

    Expenses $38,884,817 · Revenue $40,479,631

As filed on the 2023 return.

Listed in Part VII

  • KAREN DALEY

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $335,411
    From this org
    $335,411
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,931
    Bonus
    $0
    Other
    $23,480
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $335,411

  • JESSICA M MCCAULEY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • CARLOS T DE LA IGLESIA

    VICE CHARIMAN

    Total calculated
    $0
    Hours/week
    2

  • BRENDA BURTON-SELDON

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • GARY R SMART

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • YOON HENRY H

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BERTCELIS MORALES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • COLLEEN EBANKS-SHIPPEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CASEY D PARKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DOMINIQUE EZECHIEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KATHERINE A GOLAR

    CHIEF MEDICAL OFFICER

    Total calculated
    $290,819
    From this org
    $290,819
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,290
    Bonus
    $0
    Other
    $34,529
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $290,819

  • ELIZABETH RIVERA-RODRIGUEZ

    CHIEF OPERATING OFFICER

    Total calculated
    $0
    Hours/week
    40

  • MARIA XAVIER-DOWSKI

    CHIEF HUMAN RESOURCES/ADMI

    Total calculated
    $190,220
    From this org
    $190,220
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,408
    Bonus
    $0
    Other
    $13,812
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $190,220

  • ALIX POSE-SUSSMAN

    CHIEF QUALITY & TRANSFORMA

    Total calculated
    $200,157
    From this org
    $200,157
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,628
    Bonus
    $0
    Other
    $34,529
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $200,157

  • CARI ANN ROSE BULZONE

    CHIEF COMPLIANCE & RISK MA

    Total calculated
    $186,916
    From this org
    $186,916
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,387
    Bonus
    $0
    Other
    $34,529
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $186,916

  • MICHELLE RODRIGUEZ

    DIRECTOR NURSING

    Total calculated
    $147,012
    From this org
    $147,012
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • GRACE AUSTIN

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $174,319
    From this org
    $174,319
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,356
    Bonus
    $0
    Other
    $6,963
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $174,319

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202531349349307588

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.