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← PLANETREE INTERNATIONAL INC

Form 990 for tax year 2023

Filed by PLANETREE INTERNATIONAL INC.

Totals

Total revenue
$1,923,264
Total expenses
$3,011,698
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,133,359
Investment income
$47,068
Other revenue
-$1,257,163
Total assets, end of year
$3,424,518
Total liabilities, end of year
$4,597,621
Net assets or fund balances, end of year
-$1,173,103
Program services expenses (Part IX)
$2,239,810
Management and general expenses
$771,888
Fundraising expenses
$0
Program service expenses (Part III)
$2,239,810

Program services were 74.4% 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: CONSULTING FEES

    total $1,062,241 · related or exempt $1,062,241

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $991,003 · related or exempt $991,003

  • 2c · Program service revenue: CERTIFICATION REVENUE

    total $507,213 · related or exempt $507,213

  • 2d · Program service revenue: INT'L LICENSING & CONSULTING

    total $117,399 · related or exempt $117,399

  • 2e · Program service revenue: PRODUCTS REVENUE

    total $35,241 · related or exempt $35,241

  • 2f · All other program service revenue

    total $420,262 · related or exempt $420,262

  • 3 · Investment income

    total $41,543 · excluded $41,543

  • 5 · Royalties

    total $70,219 · excluded $70,219

  • 7a · Gross sales of assets other than inventory

    securities $133,023

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

    securities $127,498

  • 7c · Gain or loss

    securities $5,525

  • 7d · Net gain or loss

    total $5,525 · excluded $5,525

  • 11a · Other revenue: GOODWILL IMPAIRMENT CHARGE

    total -$1,327,382 · excluded -$1,327,382

  • 11e · Other revenue, total

    -$1,327,382

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $364,587 · program services $255,211 · management and general $109,376

  • 7 · Other salaries and wages

    total $805,706 · program services $529,600 · management and general $276,106

  • 8 · Pension plan contributions

    total $21,438 · program services $14,123 · management and general $7,315

  • 9 · Other employee benefits

    total $260,609 · program services $174,134 · management and general $86,475

  • 10 · Payroll taxes

    total $86,751 · program services $58,123 · management and general $28,628

  • 11b · Fees: legal

    total $721 · management and general $721

  • 11f · Fees: investment management

    total $4,013 · management and general $4,013

  • 11g · Fees: other

    total $478,395 · program services $297,717 · management and general $180,678

  • 12 · Advertising and promotion

    total $13,349 · management and general $13,349

  • 13 · Office expenses

    total $327,640 · program services $280,207 · management and general $47,433

  • 17 · Travel

    total $64,995 · program services $64,995

  • 19 · Conferences, conventions and meetings

    total $473,465 · program services $473,120 · management and general $345

  • 22 · Depreciation, depletion and amortization

    total $36,936 · program services $33,242 · management and general $3,694

  • 24a · Other expenses: BAD DEBTS

    total $52,000 · program services $52,000

  • 24b · Other expenses: STAFF/AFFILIATE RECOG.

    total $17,192 · program services $7,338 · management and general $9,854

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $3,901 · management and general $3,901

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $333,677 · end of year $316,830

  • 4 · Accounts receivable

    beginning of year $1,144,747 · end of year $1,110,503

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,179,164 · end of year $319,263

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

    $859,997

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

    $701,762

  • 10c · Land, buildings and equipment, net

    beginning of year $194,521 · end of year $158,235

  • 11 · Investments: publicly traded securities

    beginning of year $1,271,164 · end of year $1,519,687

  • 14 · Intangible assets

    beginning of year $1,327,382 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,017,857 · end of year $128,600

  • 19 · Deferred revenue

    beginning of year $1,537,228 · end of year $1,429,438

  • 25 · Other liabilities

    beginning of year $3,189,718 · end of year $3,039,583

  • 27 · Net assets without donor restrictions

    beginning of year -$326,645 · end of year -$1,205,600

  • 28 · Net assets with donor restrictions

    beginning of year $32,497 · end of year $32,497

Mission and programs · 2023

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 PATIENTS THAT HEALTHCARE ORGANIZATIONS MEET INDIVIDUAL'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 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 $2,239,810 · Revenue $3,133,359

As filed on the 2023 return.

Listed in Part VII

  • SUSAN FRAMPTON PHD

    PRESIDENT/BOD SECRETARY(TILL 11/23)

    Total calculated
    $214,162
    From this org
    $182,771
    From related orgs
    $0
    Other
    $31,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,582
    Bonus
    $0
    Other
    $1,189
    Deferred
    $4,966
    Nontaxable benefits
    $26,425
    Filer's total
    $214,162

  • MICHAEL L GIULIANO

    PRESIDENT,BOD SECRETARY(AS OF 11/23)

    Total calculated
    $250,005
    From this org
    $230,359
    From related orgs
    $0
    Other
    $19,646
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,688
    Bonus
    $0
    Other
    $1,671
    Deferred
    $6,389
    Nontaxable benefits
    $13,257
    Filer's total
    $250,005

  • PATRICK A CHARMEL

    CHAIRMAN

    Total calculated
    $1,010,141
    From this org
    $0
    From related orgs
    $969,626
    Other
    $40,515
    Hours/week
    1 + 49.15 related

    Schedule J breakdown matched by us

    Base
    $0 + $607,624 related
    Bonus
    $0 + $360,280 related
    Other
    $0 + $1,722 related
    Deferred
    $0 + $8,438 related
    Nontaxable benefits
    $0 + $32,077 related
    Filer's total
    $0 + $1,010,141 related

  • KENNETH BALDYGA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.38 related

  • THEMIS KLARIDES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.38 related

  • ROBERT G REISS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.15 related

  • PAMELA DUNLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • NANCY DINARDO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.53 related

  • MARIA HALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • MALEK ALMOOSA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • BRUNO PETRUCCI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • 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

  • JOHN J ZAPRZALKA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.38 related

  • JEANNETTE PHILLIPS

    DIRECTOR (TILL 1/1/24)

    Total calculated
    $0
    Hours/week
    0.23 + 0.38 related

  • HENRY GALLARDO MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • GERALD T WEINER ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.38 related

  • GEORGE S LOGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.38 related

  • DOUGLAS FINEFROCK DO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • DEREK RAGHAVAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23

  • MICHAEL RADOSTA

    DIRECTOR (JOINED 1/1/24)

    Total calculated
    $0
    Hours/week
    0.23

  • JOSEPH ANDREANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.23 + 0.38 related

  • SUSAN STONE

    DIRECTOR (JOINED 1/1/24)

    Total calculated
    $0
    Hours/week
    0.23

  • SARA GUASTELLO

    SVP,PERSON & CENTERED CARE

    Total calculated
    $187,065
    From this org
    $149,025
    From related orgs
    $0
    Other
    $38,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,955
    Bonus
    $0
    Other
    $1,070
    Deferred
    $4,577
    Nontaxable benefits
    $33,463
    Filer's total
    $187,065

  • KARIN JAY

    SENIOR VP, GLOBAL SERVICES

    Total calculated
    $155,067
    From this org
    $149,120
    From related orgs
    $0
    Other
    $5,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,033
    Bonus
    $0
    Other
    $1,087
    Deferred
    $4,479
    Nontaxable benefits
    $1,468
    Filer's total
    $155,067

  • JAMES KINSEY

    VP CONTINUUM OF CARE SERVICES

    Total calculated
    $155,340
    From this org
    $131,879
    From related orgs
    $0
    Other
    $23,461
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,820
    Bonus
    $0
    Other
    $1,059
    Deferred
    $4,181
    Nontaxable benefits
    $19,280
    Filer's total
    $155,340

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

None.

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

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'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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202542259349302489

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