Nonprofit · EIN 06-0986747
CHARTER OAK HEALTH CENTER INC
Tax-exempt · HARTFORD, CT 06106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $22,572,241 | $26,622,965 | -$4,050,724 | $23,979,245 | $2,983,313 | $20,995,932 |
| June 30, 2024 | 990 | $24,002,604 | $24,663,494 | -$660,890 | $27,863,459 | $2,904,391 | $24,959,068 |
| June 30, 2023 | 990 | $22,265,059 | $22,237,732 | $27,327 | $28,304,287 | $2,684,329 | $25,619,958 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,962,169
- of which government grants
- $7,290,350
- Program service revenue
- $14,306,928
- Investment income
- $240,173
- Net gain from sales of assets
- -$34,207
- Other revenue
- $62,971
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,440,877
- Other salaries and wages
- $14,107,148
- Salaries, compensation and benefits (total)
- $17,743,379
- Professional fundraising fees
- $0
- Legal fees
- $136,566
- Accounting fees
- $99,676
- Occupancy
- $1,173,236
- Travel
- $27,510
- Depreciation
- $1,072,110
- Program services (functional)
- $21,063,802
- Management and general (functional)
- $5,559,163
Balance sheet and other
- Total assets, start of year
- $27,863,459
- Total assets, end of year
- $23,979,245
- Total liabilities, end of year
- $2,983,313
- Net assets, end of year
- $20,995,932
- Land, buildings and equipment
- $13,857,095
- Net assets without donor restrictions
- $20,995,932
- Gross receipts
- $22,606,448
- Employees
- 252
- Volunteers
- 14
- Year formed
- 1978
- 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 |
|---|---|---|---|---|
| THEDDEUS IHEANACHO | PSYCHIATRIST Highest-paid employee | 40 | $287,404 | $30,500 |
| RICARDO RUIZ | PHYSICIAN Highest-paid employee | 40 | $259,499 | $0 |
| LUIS DIEZ-MORALES | CHIEF MEDICAL OFFICER Key employee | 40 | $255,451 | $0 |
| TIMOTHY POWERS | CHIEF OF COMPLIANCE Key employee | 40 | $218,497 | $27,679 |
| AMINA A AHMED | OB/GYN Highest-paid employee | 24 | $230,020 | $0 |
| KIM EVANS | GENERAL COUNSEL Key employee | 40 | $197,012 | $14,250 |
| VERNETTE TOWNSEND | PRESIDENT & CEO Officer | 40 | $186,600 | $24,100 |
| MARK DADDIO | PHYSICIAN Highest-paid employee | 32 | $186,191 | $0 |
| WILLIAM GILLESPIE | PHYSICIAN Highest-paid employee | 40 | $173,376 | $0 |
| DAVID CONLEY | CONTROLLER Officer | 40 | $125,939 | $11,100 |
| ANITA VARUNES | OUTGOING VICE CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| BRIAN LYNCH | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| BRITA CHAMBERS | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DAVID KENNA | VICE CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| DIANE MENDEZ | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR RAMON VEGA DE JESUS | DIRECTOR Trustee or director | 3 | $0 |
| DR RAYE MUTCHERSON | DIRECTOR Trustee or director | 3 | $0 |
| ELISA VALENZUELA CAPELLAN | DIRECTOR Trustee or director | 3 | $0 |
| JOY-LYNN HARDY | DIRECTOR Trustee or director | 3 | $0 |
| LAURA SHERIDAN | DIRECTOR Trustee or director | 3 | $0 |
| LOLITA YOUNG | OUTGOING DIRECTOR Trustee or director | 3 | $0 |
| NADINE NIEVES | DIRECTOR Trustee or director | 3 | $0 |
| NICOLE GOMEZ | DIRECTOR Trustee or director | 3 | $0 |
| VERONICA BARCELONA PHD | CHAIRPERSON Trustee or director, Officer | 3 | $0 |
| YOLANDA POTTER | DIRECTOR Trustee or director | 3 | $0 |
| WENDY PALACIOS | OUTGOING TREASURER Officer | 3 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICHELLE MULLINS | OUTGOING PRESIDENT & CEO Officer | 40 | $385,890 | $4,662 |
| LUIS F DIEZ-MORALES | CHIEF MEDICAL OFFICER Key employee | 40 | $241,235 | $30,168 |
| RICARDO RUIZ | PHYSICIAN Highest-paid employee | 40 | $243,307 | $2,234 |
| AMINA A AHMED | OB/GYN Highest-paid employee | 24 | $206,828 | $0 |
| JAPETH O MONGARE | PODIATRIST Highest-paid employee | 40 | $186,415 | $3,403 |
| RAYMOND CASTRO | PHYSICIAN Highest-paid employee | 32 | $184,857 | $2,775 |
| LILIAN QUESADA | DENTIST Highest-paid employee | 40 | $161,732 | $2,321 |
| TIMOTHY POWERS | INTERIM PRESIDENT & CEO Officer | 40 | $135,774 | $2,186 |
| DAVID CONLEY | CONTROLLER Officer | 40 | $108,128 | $15,928 |
| RICK MAKELLO | OUTGOING INTERIM PRESIDENT & CEO Officer | 40 | $112,299 | $0 |
| ADRIAN RICARDO WOOD PHD | OUTGOING CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| ANITA VARUNES | VICE CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| CLADIUS MCNISH | DIRECTOR Trustee or director | 3 | $0 | $0 |
| EILEEN ALVARADO | OUTGOING DIRECTOR Trustee or director | 3 | $0 | $0 |
| JOEL CRUZ JR | OUTGOING VICE CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| JOY-LYNN HARDY | DIRECTOR Trustee or director | 3 | $0 | $0 |
| LESLIE ARROYO | OUTGOING DIRECTOR Trustee or director | 3 | $0 | $0 |
| LOLITA YOUNG | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MARTIN JOHN | OUTGOING TREASURER Trustee or director | 3 | $0 | $0 |
| NADINE NIEVES | DIRECTOR Trustee or director | 3 | $0 | $0 |
| RAMON VEGA DE JESUS PHD | DIRECTOR Trustee or director | 3 | $0 | $0 |
| RAYE MUTCHERSON PHD | DIRECTOR Trustee or director | 3 | $0 | $0 |
| VERONICA BARCELONA PHD | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| WENDY PALACIOS | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICHELLE A MULLINS | OUTGOING PRESIDENT/CEO Officer | 40 | $331,466 | $3,098 |
| VALERIA CALDWELL-GAINES | OUTGOING EVP - GENERAL COUNSEL Key employee | 40 | $196,055 | $2,026 |
| KATHLEEN HALLAHAN | OUTGOING CHIEF FINANCIAL OFFICER Officer | 40 | $173,496 | $19,400 |
| JAPHETH MONGARE | PHYSICIAN Highest-paid employee | 40 | $178,376 | $3,219 |
| RAYMOND CASTRO | PHYSICIAN Highest-paid employee | 40 | $176,937 | $1,906 |
| ANN PATTERSON | OUTGOING CHIEF OF QUALITY Highest-paid employee | 40 | $158,064 | $12,897 |
| RICARDO RUIZ | PHYSICIAN Highest-paid employee | 40 | $169,304 | $0 |
| MARK DADDIO | PHYSICIAN Highest-paid employee | 40 | $156,336 | $0 |
| ADRIAN RICARDO WOOD PHD | CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| BETTY HARDY | OUTGOING IMMEDIATE PAST CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| BRENDA BRADLEY | OUTGOING DIRECTOR Trustee or director | 3 | $0 | $0 |
| CLADIUS MCNISH | DIRECTOR Trustee or director | 3 | $0 | $0 |
| EILEEN ALVARADO | DIRECTOR Trustee or director | 3 | $0 | $0 |
| JOAN CRUZ | OUTGOING DIRECTOR Trustee or director, Officer | 3 | $0 | $0 |
| JOEL CRUZ JR | VICE CHAIRPERSON Trustee or director, Officer | 3 | $0 | $0 |
| LESLIE ARROYO | DIRECTOR Trustee or director | 3 | $0 | $0 |
| LOLITA YOUNG | DIRECTOR Trustee or director | 3 | $0 | $0 |
| LOURDES RIVERA | OUTGOING DIRECTOR Trustee or director | 3 | $0 | $0 |
| MARTIN JOHN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 21 GRAND ST STE 1, HARTFORD, CT 06106-1541
- Principal officer (990 for 2024)
- VERNETTE M TOWNSEND, 21 GRAND STREET, HARTFORD, CT 06106
- Signed the 990
- VERNETTE M TOWNSEND, PRESIDENT & CEO
- Phone
- (860) 550-7500
- Website
- WWW.THECHARTEROAK.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
TO PROVIDE COMPREHENSIVE PREVENTIVE AND PRIMARY HEALTH CARE SERVICES TO THE CITIZENS OF THE GREATER HARTFORD AREA.
Program accomplishments
- PROVIDE PRIMARY HEALTH CARE TO AREA RESIDENTS REGARDLESS OF THEIR CURRENT PERSONAL FINANCIAL SITUATION AND ABILITY TO REPAY BENEFITS PROVIDED TO THEM.Expenses $17,917,919 · revenue $11,578,792
- PROVIDE PRIMARY MENTAL HEALTH CARE & COUNSELING SERVICES, AS WELL AS PROVIDE PRESCRIPTION MEDICATIONS TO THE RESIDENTS OF THE SURROUNDING AREA.Expenses $1,546,624 · revenue $1,926,455
- PROVIDE PRIMARY DENTAL CARE TO THE RESIDENTS OF THE SURROUNDING AREA.Expenses $1,599,259 · revenue $864,652
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
- 06-0986747
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E320)
- Assets (IRS master file)
- $23,979,245
- Income (IRS master file)
- $22,606,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $22,572,241 | $26,622,965 | $23,979,245 | IRS |
| 990 | June 2024 | $24,002,604 | $24,663,494 | $27,863,459 | XML |
| 990 | June 2023 | $22,265,059 | $22,237,732 | $28,304,287 | XML |
| 990 | June 2022 | $22,445,095 | $21,923,878 | $28,914,563 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 06-0986747).
Questions about CHARTER OAK HEALTH CENTER INC
- What is the EIN of CHARTER OAK HEALTH CENTER INC?
- The employer identification number (EIN) of CHARTER OAK HEALTH CENTER INC is 06-0986747.
- Is CHARTER OAK HEALTH CENTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to CHARTER OAK HEALTH CENTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARTER OAK HEALTH CENTER 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 CHARTER OAK HEALTH CENTER 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 CHARTER OAK HEALTH CENTER 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 CHARTER OAK HEALTH CENTER INC?
- The 990 for the year ended June 30, 2025 names VERNETTE M TOWNSEND.
- Who are the officers and directors of CHARTER OAK HEALTH CENTER INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 10 received compensation from the organization, the highest $287,404 (THEDDEUS IHEANACHO, PSYCHIATRIST).
- How much revenue does CHARTER OAK HEALTH CENTER INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $22,572,241, expenses of $26,622,965 and total assets of $23,979,245 at year end.
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