Nonprofit · EIN 06-0972166
OPTIMUS HEALTH CARE INC
Tax-exempt · STRATFORD, CT 06614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $56,209,555 | $54,039,863 | $2,169,692 | $39,066,188 | $15,940,703 | $23,125,485 |
| June 30, 2024 | 990 | $55,996,179 | $54,321,050 | $1,675,129 | $34,497,957 | $13,781,156 | $20,716,801 |
| June 30, 2023 | 990 | $58,015,018 | $56,680,886 | $1,334,132 | $32,254,152 | $13,391,229 | $18,862,923 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,739,407
- of which government grants
- $14,950,851
- Program service revenue
- $40,347,545
- Investment income
- $107,021
- Net rental income
- -$129,412
- Other revenue
- $15,582
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,275,348
- Other salaries and wages
- $26,520,631
- Salaries, compensation and benefits (total)
- $34,703,065
- Professional fundraising fees
- $0
- Occupancy
- $4,252,685
- Travel
- $84,614
- Depreciation
- $2,096,077
- Program services (functional)
- $40,164,942
- Management and general (functional)
- $13,874,921
Balance sheet and other
- Total assets, start of year
- $34,497,957
- Total assets, end of year
- $39,066,188
- Total liabilities, end of year
- $15,940,703
- Net assets, end of year
- $23,125,485
- Land, buildings and equipment
- $16,876,719
- Publicly traded securities
- $4,487,532
- Net assets without donor restrictions
- $23,125,485
- Gross unrelated business income
- -$129,412
- Gross receipts
- $56,481,747
- Employees
- 471
- Volunteers
- 0
- Year formed
- 1976
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN DALEY | CHIEF EXECUTIVE OFFICER Officer | 40 | $316,094 | $34,099 |
| KATHERINE A GOLAR | CHIEF MEDICAL OFFICER Officer | 40 | $255,349 | $41,386 |
| CARI ANN ROSE BULZONE | CHIEF OPERATING OFFICER Officer | 40 | $168,396 | $37,880 |
| ALIX POSE-SUSSMAN | CHIEF QUALITY & TRANSFORMA Officer | 40 | $163,849 | $37,678 |
| MARIA XAVIER-DOWSKI | CHIEF HUMAN RESOURCES/ADMI Officer | 40 | $178,502 | $19,689 |
| MICHELLE RODRIGUEZ | CHIEF NURSING OFFICER Officer | 40 | $147,701 | $18,470 |
| JESSICA M MCCAULEY | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| CARLOS T DE LA IGLESIA | VICE CHARIMAN Trustee or director, Officer | 2 | $0 | $0 |
| BRENDA BURTON-SELDON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| GARY R SMART | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HENRY H YOON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BERTCELIS MORALES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLLEEN EBANKS-SHIPPEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CASEY D PARKER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EZECHIEL DOMINIQUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANICE MAXWELL | DIRECTOR Trustee or director | 2 | $0 |
| PAULINE JONES-HATTON | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN DALEY | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $335,411 |
| KATHERINE A GOLAR | CHIEF MEDICAL OFFICER Officer | 40 | $290,819 |
| ALIX POSE-SUSSMAN | CHIEF QUALITY & TRANSFORMA Officer | 40 | $200,157 |
| MARIA XAVIER-DOWSKI | CHIEF HUMAN RESOURCES/ADMI Officer | 40 | $190,220 |
| CARI ANN ROSE BULZONE | CHIEF COMPLIANCE & RISK MA Officer | 40 | $186,916 |
| GRACE AUSTIN | FORMER CHIEF FINANCIAL OFFICER Former | 40 | $174,319 |
| MICHELLE RODRIGUEZ | DIRECTOR NURSING Highest-paid employee | 40 | $147,012 |
| JESSICA M MCCAULEY | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| CARLOS T DE LA IGLESIA | VICE CHARIMAN Trustee or director, Officer | 2 | $0 |
| BRENDA BURTON-SELDON | SECRETARY Trustee or director, Officer | 2 | $0 |
| GARY R SMART | TREASURER Trustee or director, Officer | 2 | $0 |
| YOON HENRY H | DIRECTOR Trustee or director | 2 | $0 |
| BERTCELIS MORALES | DIRECTOR Trustee or director | 2 | $0 |
| COLLEEN EBANKS-SHIPPEY | DIRECTOR Trustee or director | 2 | $0 |
| CASEY D PARKER | DIRECTOR Trustee or director | 2 | $0 |
| DOMINIQUE EZECHIEL | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH RIVERA-RODRIGUEZ | CHIEF OPERATING OFFICER Officer | 40 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN DALEY | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $303,028 | $19,808 |
| KATHERINE A GOLAR | CHIEF MEDICAL OFFICER Officer | 40 | $247,463 | $29,262 |
| CHARLES ROSE | CHIEF FINANCIAL OFFICER Officer | 40 | $193,881 | $18,957 |
| MARIA XAVIER-DOWSKI | CHIEF HUMAN RESOURCES/ADMINISTRATIVE OFFICER Officer | 40 | $173,859 | $11,589 |
| ALIX POSE-SUSSMAN | CHIEF QUALITY & TRANSFORMATION Officer | 40 | $152,574 | $29,262 |
| ELIZABETH RIVERA-RODRIGUEZ | CHIEF OPERATING OFFICER Officer | 40 | $177,423 | $0 |
| MICHELLE RODRIGUEZ | DIRECTOR NURSING Highest-paid employee | 40 | $128,133 | $11,588 |
| CARI ANN ROSE BULZONE | CHIEF COMPLIANCE & RISK MANAGEMENT OFFICER Officer | 40 | $128,217 | $7,981 |
| JESSICA M MCCAULEY | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| CARLOS T DE LA IGLESIA | VICE CHARIMAN Trustee or director, Officer | 2 | $0 | $0 |
| BRENDA BURTON-SELDON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| GARY R SMART | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| YOON HENRY H | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MACK H ALLEN JR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BERTCELIS MORALES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLLEEN EBANKS-SHIPPEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CASEY D PARKER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARGARET GILMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 305 BOSTON AVE, STRATFORD, CT 06614-5256
- In care of
- % KISHORE SOLANKI - CFO
- Principal officer (990 for 2024)
- KAREN DALEY, 305 BOSTON AVENUE, STRATFORD, CT 06614
- Signed the 990
- KAREN DALEY, CEO
- Phone
- (203) 696-3260
- Website
- WWW.OPTIMUSHEALTHCARE.ORG
- Return prepared by
- WHITTLESEY PC
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.
Program accomplishments
- 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 $40,164,942 · revenue $40,492,539
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0972166
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30Z)
- Assets (IRS master file)
- $39,066,188
- Income (IRS master file)
- $56,481,747
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $56,209,555 | $54,039,863 | $39,066,188 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $55,996,179 | $54,321,050 | $34,497,957 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $58,015,018 | $56,680,886 | $32,254,152 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $68,910,280 | $66,150,237 | $30,877,865 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0972166).
Questions about OPTIMUS HEALTH CARE INC
- What is the EIN of OPTIMUS HEALTH CARE INC?
- The employer identification number (EIN) of OPTIMUS HEALTH CARE INC is 06-0972166.
- Is OPTIMUS HEALTH CARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to OPTIMUS HEALTH CARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OPTIMUS HEALTH CARE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OPTIMUS HEALTH CARE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPTIMUS HEALTH CARE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OPTIMUS HEALTH CARE INC?
- The 990 for the year ended June 30, 2025 names KAREN DALEY.
- Who are the officers and directors of OPTIMUS HEALTH CARE INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 6 received compensation from the organization, the highest $316,094 (KAREN DALEY, CHIEF EXECUTIVE OFFICER).
- How much revenue does OPTIMUS HEALTH CARE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $56,209,555, expenses of $54,039,863 and total assets of $39,066,188 at year end.
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