SAINT FRANCIS PHO FOUNDATION INC

EIN: 208176133 501(c)(3) Health Care

WINDSOR, CT

Total Revenue
$613,143
Total Expenses
$613,347
Total Assets
$657,650
Net Assets
$370,508
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
CT
Principal Officer
LISA TRUMBLE
Phone
8607145606
Tax Period
2023-01-01 to 2023-12-31

SAINT FRANCIS PHO FOUNDATION INC, founded in 2006, is a small nonprofit in the Health Care sector that reported $613K in total revenue in fiscal year 2023. Revenue surged 120% from the prior year, signaling strong growth momentum.

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 Service Accomplishments

Program 1
Expenses: $613,143 Revenue: $613,143

THE 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...

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THE 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.

Program 2

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $613,143
Investment Income $0
Other Revenue $0
TOTAL REVENUE $613,143

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $613,143
Other Expenses $613,347
TOTAL EXPENSES $613,347

Year-over-Year Comparison

2023 2022 Change
Revenue $613,143 $278,890 +1.2%
Expenses $613,347 $29,440 +19.8%
Net Income $-204 $249,450 -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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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
8
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
4
$643,198
Total Directors
9
$643,198
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANTHONY POSTERARO MD CHAIRMAN OF BOARD 1.00
Officer Director
$0 $0 $0
ARI GELLER DO TRESURER 1.00
Director
$0 $0 $0
ERIK CARLSON MD DIRECTOR 1.00
Director
$0 $0 $0
JACKIE GARRETT MD SECRETARY 1.00
Officer Director
$0 $0 $0
JAMES UBERTI MD VICE CHAIR OF BOARD 1.00
Officer Director
$0 $0 $0
LISA TRUMBLE MBA PRESIDENT/CEO/DIRECTOR 1.00
Officer Director
$0 $25,698 $643,198
JAMES BRAKONIECKI MD DIRECTOR 1.00
Director
$0 $0 $0
DAVID HOWLETT DIRECTOR 1.00
Director
$0 $0 $0
FRANCINE YORK DIRECTOR 1.00
Director
$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
2024 No data No data No data No data
2023 $613,143 $613,347 $657,650 $-204
2022 $278,890 $29,440 $2,820,024 $249,450
2021 $2,050,000 $150,687 $2,070,574 $1,899,313
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