CHARTER OAK STATE COLLEGE FOUNDATION INC

EIN: 060969831 501(c)(3)

NEW BRITAIN, CT

Total Revenue
$414,810
Total Expenses
$413,554
Total Assets
$2,642,214
Net Assets
$2,642,214
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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
CT
Principal Officer
JOYCE PETRELLA
Phone
8605153889
Tax Period
2022-07-01 to 2023-06-30

CHARTER OAK STATE COLLEGE FOUNDATION INC, founded in 1977, is a small nonprofit that reported $415K in total revenue in fiscal year 2022. Revenue surged 69% from the prior year, signaling strong growth momentum. Net assets of $2.6M represent 76 months of operating reserves.

Mission

THE FOUNDATION IS THE VEHICLE FOR ACCEPTING PRIVATE GIFTS, DONATIONS AND BEQUESTS IN ORDER TO AWARD SCHOLARSHIPS, GRANTS, AND FINANCIAL ASSISTANCE TO DESERVING, LOW-INCOME, OR UNDEREMPLOYED ADULT STUDENTS; AND ENCOURAGE TECHNOLOGICAL INITIATIVES THAT ENABLE THE COLLEGE TO BE A LEADER IN HIGHER EDUCATION.

Program Service Accomplishments

Program 1
Expenses: $137,113

THE FOUNDATION SCHOLARSHIPS AND GRANTS PROGRAMS GIVES STUDENTS THE OPPORTUNITY TO APPLY FOR FINANCIAL HELP THROUGH THE AWARDING OF SCHOLARSHIP, GRANTS, EMERGENCY FUNDING, AND CREDIT FOR PRIOR...

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THE FOUNDATION SCHOLARSHIPS AND GRANTS PROGRAMS GIVES STUDENTS THE OPPORTUNITY TO APPLY FOR FINANCIAL HELP THROUGH THE AWARDING OF SCHOLARSHIP, GRANTS, EMERGENCY FUNDING, AND CREDIT FOR PRIOR LEARNING AWARDS. THE AWARDS ARE GIVEN TO RELIEVE FINANCIAL BARRIERS THAT OFTEN PREVENT OUR MOTIVATED ADULT LEARNERS FROM PURSUING AND COMPLETING A HIGHER EDUCATION DEGREE; TO PROVIDE FINANCIAL ASSISTANCE TO VERIFY CREDITS EARNED FOR PRIOR LEARNING, THROUGH TESTING AND PORTFOLIO EVALUATIONS; AND ALSO TO PROVIDE FUNDING TO STUDENTS THAT ARE EXPERIENCING AN UNEXPECTED FINANCIAL CRISIS. ADDITIONALLY, GENEROUS DONORS HAVE ESTABLISHED NAMED ENDOWMENT FUNDS, IN PERPETUITY, WITH THE INTENT OF AWARDING SCHOLARSHIPS SPECIFIC TO THE CRITERIA OUTLINED FOR EACH FUND. THE FOUNDATION AWARDS FUNDING TO APPROXIMATELY 75 STUDENTS.

Program 2
Expenses: $130,100

PATHWAYS

Program 3
Expenses: $39,501

WOMEN IN TRANSITION PROGRAM (WIT) - ESTABLISHED IN 2000 TO BREAK THE CYCLE OF POVERTY, THE WIT PROGRAM IS A PROVEN FORMULA THAT HELPS LOW-INCOME SINGLE MOTHERS EARN A COLLEGE DEGREE WITH NO TO...

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WOMEN IN TRANSITION PROGRAM (WIT) - ESTABLISHED IN 2000 TO BREAK THE CYCLE OF POVERTY, THE WIT PROGRAM IS A PROVEN FORMULA THAT HELPS LOW-INCOME SINGLE MOTHERS EARN A COLLEGE DEGREE WITH NO TO MINIMAL DEBT. THE PROGRAM ELIMINATES BARRIERS SUCH AS, COVERS THE COST OF TUITION, FEES, AND BOOKS; AND PROVIDES THE NECESSARY TECHNOLOGY AND ACCESS. WHILE THE COLLEGE PLATFORM ADDRESSES HOME FRONT, CHILDCARE, AND TRANSPORTATION CHALLENGES; PLUS OFFERS ACADEMIC SUPPORT, TUTORING, AND COACHING. THE SUPPORT AND RESOURCES STRATEGICALLY REMOVE HINDRANCES, ENABLING STUDENTS TO FOCUS ON THEIR STUDIES AND REACH DEGREE COMPLETION. THE PROGRAM AWARDS ASSISTANCE TO APPROXIMATELY 35 WOMEN EACH ACADEMIC YEAR.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $356,388
Program Service Revenue $0
Investment Income $64,903
Other Revenue $-6,481
TOTAL REVENUE $414,810

Expense Breakdown

Grants Paid $342,299
Salaries & Benefits $0
Fundraising Expenses $12,710
Program Expenses $342,299
Other Expenses $71,255
TOTAL EXPENSES $413,554

Year-over-Year Comparison

2022 2021 Change
Revenue $414,810 $245,523 +0.7%
Expenses $413,554 $172,621 +1.4%
Net Income $1,256 $72,902 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NEAL CUNNINGHAM PRESIDENT 0.00
Officer Director
$0 $0 $0
JOYCE PETRELLA VICE PRESIDENT 0.00
Officer Director
$0 $0 $0
GLENN DAVIS TREASURER 0.00
Officer Director
$0 $0 $0
JOE WAXMAN SECRETARY 0.00
Officer Director
$0 $0 $0
TRACY ALLEN DIRECTOR 0.00
Director
$0 $0 $0
MARCIA ANDERSON-ESSON DIRECTOR 0.00
Director
$0 $0 $0
DAVID CALIBEY DIRECTOR 0.00
Director
$0 $0 $0
JULIO CASIANO DIRECTOR 0.00
Director
$0 $0 $0
ANNE ELWELL DIRECTOR 0.00
Director
$0 $0 $0
JASON JAKUBOWSKI DIRECTOR 0.00
Director
$0 $0 $0
CECILIA KOZLOWSKI DIRECTOR 0.00
Director
$0 $0 $0
SUSAN LEWIS DIRECTOR 0.00
Director
$0 $0 $0
DANIEL PURUSHOTHAM DIRECTOR 0.00
Director
$0 $0 $0
STEVEN TAYLOR DIRECTOR 0.00
Director
$0 $0 $0
BETSY UDAL DIRECTOR 0.00
Director
$0 $0 $0
CAROL HALL EXECUTIVE DIRECTOR 0.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $414,810 $413,554 $2,642,214 $1,256
2022 $245,523 $172,621 $2,434,416 $72,902
2021 $488,544 $151,081 $2,804,751 $337,463
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