Nonprofit · EIN 20-8176133
SAINT FRANCIS PHO FOUNDATION INC
Tax-exempt · WINDSOR, CT 06095
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,769 | $185 | $5,584 | $663,234 | $287,142 | $376,092 |
| December 31, 2023 | 990 | $613,143 | $613,347 | -$204 | $657,650 | $287,142 | $370,508 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,000
- Program service revenue
- $0
- Investment income
- $769
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $185
Balance sheet and other
- Total assets, start of year
- $657,650
- Total assets, end of year
- $663,234
- Total liabilities, end of year
- $287,142
- Net assets, end of year
- $376,092
- Gross receipts
- $5,769
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA TRUMBLE MBA | PRESIDENT/CEO/DIRECTOR Trustee or director, Officer | 1 | $0 | $646,681 | $6,466 |
| ANTHONY POSTERARO MD | CHAIRMAN OF BOARD Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ARI GELLER DO | TRESURER Trustee or director | 1 | $0 | $0 | $0 |
| ERIK CARLSON MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACKIE GARRETT MD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES UBERTI MD | VICE CHAIR OF BOARD Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES BRAKONIECKI MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HOWLETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRANCINE YORK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA TRUMBLE MBA | PRESIDENT/CEO/DIRECTOR Trustee or director, Officer | 1 | $0 | $617,500 | $25,698 |
| ANTHONY POSTERARO MD | CHAIRMAN OF BOARD Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ARI GELLER DO | TRESURER Trustee or director | 1 | $0 | $0 | $0 |
| ERIK CARLSON MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACKIE GARRETT MD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES UBERTI MD | VICE CHAIR OF BOARD Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES BRAKONIECKI MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HOWLETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRANCINE YORK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 DAY HILL ROAD 3RD FLOOR, WINDSOR, CT 06095-1779
- In care of
- % JESS KUPEC
- Mailing address (990-N for 2020)
- 95 Woodland Street, HARTFORD CT 06105
- Principal officer (990 for 2024)
- LISA TRUMBLE, 200 DAY HILL ROAD 3RD FLOOR, WINDSOR, CT 06095
- Principal officer (990-N for 2020)
- Southern New England Healthcare Org, 95 Woodland Street, HARTFORD CT 06105
- Signed the 990
- LISA TRUMBLE, PRESIDENT & CEO
- Phone
- (860) 714-5606
- Return prepared by
- WOLF & COMPANY PC
Mission
THE FOUNDATION WAS FORMED TO FOCUS ON IMPROVING THE QUALITY OF CARE DELIVERED TO PATIENTS THROUGH RESEARCH INITIATIVES BASED ON EVIDENCE-BASED PRACTICE GUIDELINES AND THE USE OF INFORMATIONAL TECHNOLOGY TOOLS.
Program accomplishments
- SEE SCHEDULE OTHE IDEAL CARE MODEL-AN INNOVATIVE, PATIENTCENTERED APPROACH TO THE MANAGEMENT OF TYPE 2 DIABETES: MULTI-YEAR FUNDING FROM INSTITUTE FOR HEALTHCARE IMPROVEMENT TO DESIGN AND IMPLEMENT A QUALITY IMPROVEMENT INTERVENTION TO ADDRESS RACIAL AND ETHNIC DISPARITIES IN KEY MARKERS OF DIABETES MANAGEMENT IN THE SAINT FRANCIS HEALTH CARE PARTNERS ACCOUNTABLE CARE ORGANIZATION. GRANT OBJECTIVES INCLUDE: 1) SUCCESSFUL ENGAGEMENT/ENROLLMENT OF PARTICIPANTS, AS EVIDENCED BY ENROLLMENT RATE OF >50% OF ELIGIBLE POPULATION; SUCCESSFUL COLLECTION OF RACE/ETHNICITY DATA FROM ENROLLED PARTICIPANTS AT RATE OF >90%; INTEGRATION OF EPIC EHR DATA AND AMYSIS CLAIMS DATA; 2) MEANINGFUL IMPROVEMENT IN THE HEALTH STATUS OF PATIENTS - 50% OF PATIENT COMPLETE ALL CDC PREVENTATIVE ACTIVITIES; 80% COMPLETE AT LEAST 1; POSITIVE MOVEMENT TOWARD ADA BENCHMARKS (HBALC, BLOOD PRESSURE, TRIGLYCERIDES, VACCINES); MONITOR EPIC DATA COLLECT; AND 3) ACHIEVEMENT OF PROGRAM OBJECTIVES - ICM CARE COORDINATOR HIRED, AND ENGAGED IN EDUCATION (50% OF ENROLLED PARTICIPANTS WILL COMPLETE ALL 7 EDUCATIONAL MODULES; 90% COMPLETE AT LEAST 1) AND PATIENT CONTACT (75% OF PATIENTS HAVE AT LEAST 3 PHONE CONTACTS). GRANT FUNDING WILL PRIMARILY SUPPORT THE STAFF TIME OF THE CARE COORDINATOR AND REIMBURSEMENT FOR SOCIAL NEEDS RELATED TO TRANSPORTATION AND FOOD INSECURITY.
- PROVIDED ONGOING EDUCATION SESSIONS TO OUR PROVIDER NETWORK REGARDING APPROPRIATE HIERARCHICAL CODING, IMPORTANCE OF ANNUAL WELLNESS VISITS AND DEVELOPMENT OF CARE PATHWAYS FOR HIGH RISK PATIENTS.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8176133
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $663,234
- Income (IRS master file)
- $5,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,769 | $185 | $663,234 | IRS |
| 990 | December 2023 | $613,143 | $613,347 | $657,650 | XML |
| 990 | December 2022 | $278,890 | $29,440 | $2,820,024 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Southern New England Healthcare Org | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Trudi McKenna | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Jess Kupec | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-8176133).
Questions about SAINT FRANCIS PHO FOUNDATION INC
- What is the EIN of SAINT FRANCIS PHO FOUNDATION INC?
- The employer identification number (EIN) of SAINT FRANCIS PHO FOUNDATION INC is 20-8176133.
- Is SAINT FRANCIS PHO FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SAINT FRANCIS PHO FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAINT FRANCIS PHO FOUNDATION INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SAINT FRANCIS PHO FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAINT FRANCIS PHO FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAINT FRANCIS PHO FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names LISA TRUMBLE.
- Who are the officers and directors of SAINT FRANCIS PHO FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does SAINT FRANCIS PHO FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,769, expenses of $185 and total assets of $663,234 at year end.
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