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TO PROVIDE PERSONALIZED, HUMANISTIC, CONSUMER-DRIVEN HEALTH CARE IN A HEALING ENVIRONMENT.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$268.3M
Program Spending
84%
of total expenses go to program services
Total Contributions
$4.7M
Total Expenses
▼$293.1M
Total Assets
$209.3M
Total Liabilities
▼$138.1M
Net Assets
$71.1M
Officer Compensation
→$2.7M
Other Salaries
$100.9M
Investment Income
$1.9M
Fundraising
▼N/A
Tax Year 2023 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $564.1K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
TEAM INC | DERBY, CT | $312.2K | Cash | COMMUNITY ASSISTANCE |
BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY | SHELTON, CT | $127.2K | Cash | COMMUNITY ASSISTANCE |
VALLEY UNITED WAY INCORPORATED | SHELTON, CT | $77.5K | Cash | COMMUNITY ASSISTANCE |
CITY OF DERBY | MERIDEN, CT | $37.1K | Cash | AFFORDABLE HOUSING STUDY & ROAD REDESIGN FOR TOWN OF DERBY |
MASONIC CHARITY FOUNDATION OF CT | WALLINGFORD, CT | $10K | Cash | COMMUNITY ASSISTANCE |
| Total | $564.1K | |||
TEAM INC
DERBY, CT
$312.2K
BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY
SHELTON, CT
$127.2K
VALLEY UNITED WAY INCORPORATED
SHELTON, CT
$77.5K
CITY OF DERBY
MERIDEN, CT
$37.1K
MASONIC CHARITY FOUNDATION OF CT
WALLINGFORD, CT
$10K
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$13.7M
Awards Found
18
| Awarding Agency | Description | Amount | Fiscal Year | Period | Link |
|---|---|---|---|---|---|
| Department of Health and Human Services | ARRA - TRAINING IN PRIMARY CARE MEDICINE AND DENTISTRY: RESIDENCY TRAINING IN PRIMARY CARE | $2.1M | FY2010 | Sep 2010 – Aug 2015 | Open → |
| Department of Health and Human Services | PREVENTIVE MEDICINE RESIDENCIES | $1.9M | FY2014 | Jul 2014 – Jun 2018 | Open → |
| Department of Health and Human Services | PREVENTIVE MEDICINE RESIDENCIES | $1.6M | FY2018 | May 2018 – Apr 2024 | Open → |
| Department of Health and Human Services | PRIMARY CARE TRAINING AND ENHANCEMENT | $1.6M | FY2015 | Jul 2015 – Jun 2020 | Open → |
| Department of Health and Human Services | PREVENTIVE MEDICINE RESIDENCY | $1.5M | FY2023 | May 2023 – Apr 2027 | Open → |
| Department of Health and Human Services | ARRA - PREVENTIVE MEDICINE RESIDENCY PROGRAM | $1.4M | FY2010 | Jul 2010 – Jun 2013 | Open → |
| Department of Health and Human Services | PREVENTIVE MEDICINE RESIDENCIES | $933.5K | FY2015 | Sep 2015 – Aug 2018 | Open → |
| Department of Agriculture | **AWARDS ISSUED PRIOR TO JANUARY 20, 2025, WERE FUNDED UNDER PREVIOUS ADMINISTRATIONS AND MAY NOT REFLECT THE PRIORITIES AND POLICIES OF THE CURRENT ADMINISTRATION.** A PRESCRIPTION FOR HEALTH EQUITY: A HEALTHCARE PROVIDER-BASED PRODUCE PRESCRIPTION PROGRAM FOR PEOPLE WITH PRE-DIABETES AND TYPE 2 DIABETES | $500K | FY2022 | Sep 2022 – Sep 2026 | Open → |
| Department of Health and Human Services | PREVENTIVE MEDICINE RESIDENCIES | $400K | FY2018 | May 2018 – Apr 2023 | Open → |
| Department of Health and Human Services | HEALTH CARE AND OTHER FACILITIES | $379.4K | FY2008 | Sep 2008 – Aug 2009 | Open → |
| Department of Health and Human Services | HEALTH CARE AND OTHER FACILITIES | $346.5K | FY2010 | Aug 2010 – Sep 2011 | Open → |
| Department of Health and Human Services | ARRA - EQUIPMENT TO ENHANCE TRAINING FOR HEALTH PROFESSIONALS | $300K | FY2010 | Sep 2010 – Aug 2011 | Open → |
| Department of Health and Human Services | PRIMARY CARE TRAINING AND ENHANCEMENT | $287.1K | FY2015 | Jul 2015 – Jun 2021 | Open → |
| Department of Health and Human Services | HEALTH CARE AND OTHER FACILITIES | $282.1K | FY2009 | Sep 2009 – Dec 2010 | Open → |
| Department of Health and Human Services | INTEGRATIVE MEDICINE PROGRAM | $149.9K | FY2012 | Sep 2012 – Sep 2014 | Open → |
| Department of Health and Human Services | AFFORDABLE CARE ACT (ACA) GRANTS FOR SCHOOL-BASED HEALTH CENTERS CAPITAL PROGRAM | $26.8K | FY2013 | Dec 2012 – Nov 2014 | Open → |
| Department of Health and Human Services | PREVENTIVE MEDICINE RESIDENCIES | $0 | FY2015 | Sep 2015 – Aug 2018 | Open → |
| Department of Health and Human Services | PREVENTIVE MEDICINE RESIDENCIES | $0 | FY2014 | Jul 2014 – Jun 2018 | Open → |
Department of Health and Human Services
$2.1M
ARRA - TRAINING IN PRIMARY CARE MEDICINE AND DENTISTRY: RESIDENCY TRAINING IN PRIMARY CARE
Department of Health and Human Services
$1.9M
PREVENTIVE MEDICINE RESIDENCIES
Department of Health and Human Services
$1.6M
PREVENTIVE MEDICINE RESIDENCIES
Department of Health and Human Services
$1.6M
PRIMARY CARE TRAINING AND ENHANCEMENT
Department of Health and Human Services
$1.5M
PREVENTIVE MEDICINE RESIDENCY
Department of Health and Human Services
$1.4M
ARRA - PREVENTIVE MEDICINE RESIDENCY PROGRAM
Department of Health and Human Services
$933.5K
PREVENTIVE MEDICINE RESIDENCIES
Department of Agriculture
$500K
**AWARDS ISSUED PRIOR TO JANUARY 20, 2025, WERE FUNDED UNDER PREVIOUS ADMINISTRATIONS AND MAY NOT REFLECT THE PRIORITIES AND POLICIES OF THE CURRENT ADMINISTRATION.** A PRESCRIPTION FOR HEALTH EQUITY: A HEALTHCARE PROVIDER-BASED PRODUCE PRESCRIPTION PROGRAM FOR PEOPLE WITH PRE-DIABETES AND TYPE 2 DIABETES
Department of Health and Human Services
$400K
PREVENTIVE MEDICINE RESIDENCIES
Department of Health and Human Services
$379.4K
HEALTH CARE AND OTHER FACILITIES
Department of Health and Human Services
$346.5K
HEALTH CARE AND OTHER FACILITIES
Department of Health and Human Services
$300K
ARRA - EQUIPMENT TO ENHANCE TRAINING FOR HEALTH PROFESSIONALS
Department of Health and Human Services
$287.1K
PRIMARY CARE TRAINING AND ENHANCEMENT
Department of Health and Human Services
$282.1K
HEALTH CARE AND OTHER FACILITIES
Department of Health and Human Services
$149.9K
INTEGRATIVE MEDICINE PROGRAM
Department of Health and Human Services
$26.8K
AFFORDABLE CARE ACT (ACA) GRANTS FOR SCHOOL-BASED HEALTH CENTERS CAPITAL PROGRAM
Department of Health and Human Services
$0
PREVENTIVE MEDICINE RESIDENCIES
Department of Health and Human Services
$0
PREVENTIVE MEDICINE RESIDENCIES
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
5
Clean Audits
5
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2020 | Clean | Unmodified (Clean) | $996.5K | Yes | 2021-06-29 |
| 2019 | Clean | Unmodified (Clean) | $1.3M | Yes | 2020-07-01 |
| 2018 | Clean | Unmodified (Clean) | $2.1M | Yes | 2019-06-20 |
| 2017 | Clean | Unmodified (Clean) | $2.1M | Yes | 2018-06-26 |
| 2016 | Clean | Unmodified (Clean) | $1.7M | Yes | 2017-06-28 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$996.5K
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.3M
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.7M
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $268.3M | $4.7M | $293.1M | $209.3M | $71.1M |
| 2022IRS e-File | $260.5M | $1.8M | $243.7M | $207.2M | $53.6M |
| 2021 | $272.1M | $8.3M | $243.4M | $219M | $28.8M |
| 2020 | $208.6M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Patrick A Charmel | Ceo/president, Bod Secretary | 45 | $969.6K | $0 | $40.5K | $1M |
| Alexander S Balko | Cfo/vp Finance | 40 | $436K | $0 | $42.2K | $478.2K |
| Phillip White | Chairman | 0.2 | $0 | $0 | $0 | $0 |
Patrick A Charmel
Ceo/president, Bod Secretary
$1M
Hrs/Wk
45
Compensation
$969.6K
Related Orgs
$0
Other
$40.5K
Alexander S Balko
Cfo/vp Finance
$478.2K
Hrs/Wk
40
Compensation
$436K
Related Orgs
$0
Other
$42.2K
Phillip White
Chairman
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Karen O'Flynn Md | Director | 40 | $400.7K | $0 | $41.9K | $442.6K |
| Todd Liu | Chief Operating Officer/evp | 40 | $288.1K | $0 | $40.1K | $328.2K |
| Kimberlee E Richard | VP | 40 | $297.1K | $0 | $8,846 |
Karen O'Flynn Md
Director
$442.6K
Hrs/Wk
40
Compensation
$400.7K
Related Orgs
$0
Other
$41.9K
Todd Liu
Chief Operating Officer/evp
$328.2K
Hrs/Wk
40
Compensation
$288.1K
Related Orgs
$0
Other
$40.1K
Kimberlee E Richard
VP
$305.9K
Hrs/Wk
40
Compensation
$297.1K
Related Orgs
$0
Other
$8,846
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Donna Digianvittorio | Trustee (till 1/1/24) | 0.2 | $0 | $0 | $0 | $0 |
| Edward J Mccreery Iii Esq | Trustee (till 1/1/24) | 0.2 | $0 | $0 | $0 | $0 |
| Frederick Browne Md | Trustee | 0.2 | $0 | $453.2K | $47.2K | $500.4K |
| Frederick Stanek Esq | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| George Mitchell Jr | Trustee |
Donna Digianvittorio
Trustee (till 1/1/24)
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Edward J Mccreery Iii Esq
Trustee (till 1/1/24)
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Frederick Browne Md
Trustee
$500.4K
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$453.2K
Other
$47.2K
| $1.5M |
| $195.5M |
| $197.4M |
| -$8.8M |
| 2019 | $203.6M | $1.9M | $194M | $139.4M | -$6.4M |
| 2018 | $202.1M | $2.5M | $186.1M | $134.6M | $7.4M |
| 2017 | $182.4M | $2.5M | $166.6M | $125.4M | -$15.1M |
| 2016 | $172M | $2.1M | $156.8M | $117.1M | -$30.1M |
| 2015 | $153.1M | $2.3M | $145M | $115.9M | -$29.6M |
| 2014 | $141.5M | $1.9M | $132.2M | $119.1M | -$16.7M |
| 2013 | $132M | $2.2M | $129.7M | $119.9M | -$13.7M |
| 2012 | $129.5M | $2.2M | $133.9M | $129.9M | -$30M |
| 2011 | $130.9M | $2.4M | $130.8M | $122.6M | -$34.7M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $305.9K |
| Richard Daigle | Chief Information Officer | 40 | $290.6K | $0 | $8,612 | $299.2K |
| Mihaela Boran Md | Physician | 40 | $231.2K | $0 | $39.6K | $270.8K |
| Stephen Mordecai | Chief Human Resource Officer | 40 | $227.6K | $0 | $40.3K | $267.9K |
| Myra Odenwaelder | VP | 40 | $213.1K | $0 | $39.6K | $252.7K |
| Adam Dworkin | VP | 40 | $193.3K | $0 | $35.8K | $229.1K |
Richard Daigle
Chief Information Officer
$299.2K
Hrs/Wk
40
Compensation
$290.6K
Related Orgs
$0
Other
$8,612
Mihaela Boran Md
Physician
$270.8K
Hrs/Wk
40
Compensation
$231.2K
Related Orgs
$0
Other
$39.6K
Stephen Mordecai
Chief Human Resource Officer
$267.9K
Hrs/Wk
40
Compensation
$227.6K
Related Orgs
$0
Other
$40.3K
Myra Odenwaelder
VP
$252.7K
Hrs/Wk
40
Compensation
$213.1K
Related Orgs
$0
Other
$39.6K
Adam Dworkin
VP
$229.1K
Hrs/Wk
40
Compensation
$193.3K
Related Orgs
$0
Other
$35.8K
| 0.2 |
| $0 |
| $0 |
| $0 |
| $0 |
| George S Logan | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Gerald T Weiner Esq | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| James Tickey | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Jean Crum Jones Mph Rd | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| John J Zaprzalka | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| John W Betkowski Iii | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Joseph Andreana | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Joseph Sokol Md | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Kenneth Baldyga | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Laura Marasco | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Maria Dawe Md | Trustee/physician | 40 | $462K | $0 | $41.5K | $503.5K |
| Mark Peterson | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Nancy Dinardo | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Robert G Reiss | Trustee | 0.2 | $0 | $0 | $0 | $0 |
| Roman Spivak Md | Trustee | 0.2 | $0 | $367.5K | $30.8K | $398.3K |
| Themis Klarides | Trustee | 0.2 | $0 | $0 | $0 | $0 |
Frederick Stanek Esq
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
George Mitchell Jr
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
George S Logan
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Gerald T Weiner Esq
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
James Tickey
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Jean Crum Jones Mph Rd
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
John J Zaprzalka
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
John W Betkowski Iii
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Joseph Andreana
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Joseph Sokol Md
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Kenneth Baldyga
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Laura Marasco
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Maria Dawe Md
Trustee/physician
$503.5K
Hrs/Wk
40
Compensation
$462K
Related Orgs
$0
Other
$41.5K
Mark Peterson
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Nancy Dinardo
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Robert G Reiss
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0
Roman Spivak Md
Trustee
$398.3K
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$367.5K
Other
$30.8K
Themis Klarides
Trustee
$0
Hrs/Wk
0.2
Compensation
$0
Related Orgs
$0
Other
$0