Nonprofit · EIN 06-0890298
THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP
Tax-exempt · WALLINGFORD, CT 06492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $4,067,127 | $2,539,071 | $1,528,056 | $13,809,650 | $8,577,565 | $5,232,085 |
| April 30, 2024 | 990 | $3,784,433 | $2,542,143 | $1,242,290 | $14,903,207 | $10,938,363 | $3,964,844 |
| April 30, 2023 | 990 | $2,365,828 | $2,066,730 | $299,098 | $8,141,337 | $5,677,341 | $2,463,996 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $3,389,714
- of which government grants
- $23,589
- Program service revenue
- $677,413
- Investment income
- $49,980
- Net rental income
- -$49,980
- Net gain from sales of assets
- $49,980
- Other revenue
- -$49,980
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,013,504
- Salaries, compensation and benefits (total)
- $1,251,375
- Professional fundraising fees
- $0
- Legal fees
- $25,773
- Occupancy
- $32,308
- Travel
- $7,615
- Depreciation
- $2,399
- Program services (functional)
- $1,819,291
- Management and general (functional)
- $719,780
Balance sheet and other
- Total assets, start of year
- $14,903,207
- Total assets, end of year
- $13,809,650
- Total liabilities, end of year
- $8,577,565
- Net assets, end of year
- $5,232,085
- Land, buildings and equipment
- $13,694,968
- Net assets without donor restrictions
- $5,232,085
- Gross receipts
- $6,145,980
- Employees
- 0
- Volunteers
- 22
- Year formed
- 1966
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER JACKSON | PRESIDENT Trustee or director, Officer | 5 | $0 | $1,159,134 | $75,400 |
| JOHN J BRADY | CHIEF OPERATING OFFICER Officer | 5 | $0 | $616,640 | $81,898 |
| GRACE NAPOLITAN | SR. VP, ADMINISTRATION Key employee | 5 | $0 | $420,442 | $59,555 |
| ALISON VAIL | VP, QUALITY AND PATIENT SAFETY Key employee | 40 | $371,613 | $0 | $55,003 |
| ELLEN CROWE | DIRECTOR, CLINICAL EXCELLENCE AND CARE REDESIGN Highest-paid employee | 40 | $219,241 | $0 | $45,787 |
| CHRISTINE PRESTIANO | DIRECTOR, EDUCATION AND SPONSORSHIP Highest-paid employee | 36 | $136,366 | $0 | $41,672 |
| CHRISTOPHER M O'CONNOR | IMMEDIATE PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK A CHARMEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN M MURPHY MD | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCENT G CAPECE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY A FLAKS | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS J BALCEZAK MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KURT A BARWIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH A CAREY RSM PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANNE DIAMOND JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BIMAL PATEL | TRUSTEE Trustee or director | 1 | $0 |
| LYNN RICCI | TRUSTEE Trustee or director | 1 | $0 |
| JAMES SHMERLING DHA | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN SILARD | SECRETARY Trustee or director | 1 | $0 |
| DEBORAH K WEYMOUTH | TRUSTEE Trustee or director | 1 | $0 |
| DAVID A WHITEHEAD | TRUSTEE (RESIGNED 2024) Trustee or director | 1 | $0 |
| ENA WILLIAMS RN | TRUSTEE (RESIGNED 2024) Trustee or director | 1 | $0 |
| DONNA HANDLEY | TRUSTEE Trustee or director | 1 | $0 |
| SYED HUSSAIN MD | TRUSTEE Trustee or director | 1 | $0 |
| R KYLE KRAMER | TRUSTEE Trustee or director | 1 | $0 |
| D MONTEZ CARTER | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM JENNINGS | TRUSTEE Trustee or director | 1 | $0 |
| PAM SUTTON-WALLACE | TRUSTEE Trustee or director | 1 | $0 |
| KATHERINE KILPERN MD | TRUSTEE (JOINED 10/2024) Trustee or director | 1 | $0 |
| MARYELLEN KOSTURKO DNP | TRUSTEE (JOINED 10/2024) Trustee or director | 1 | $0 |
990 for the year ended April 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER JACKSON | PRESIDENT AND CEO Trustee or director, Officer | 5 | $0 | $861,072 | $79,135 |
| JOHN J BRADY | CFO/SVP, STRATEGIC PLANNING Officer | 5 | $0 | $469,090 | $79,135 |
| GRACE NAPOLITAN | SR. VP, ADMINISTRATION Key employee | 5 | $0 | $339,494 | $56,872 |
| MARY LYON | VP, INTEGRATED HEALTH INFO Highest-paid employee | 1 | $0 | $304,476 | $70,091 |
| ALISON VAIL | VP, QUALITY & PATIENT SAFETY Key employee | 40 | $0 | $307,089 | $50,310 |
| DOUGLAS CAYER | SR. DIR, ORG. PERFORMANCE Highest-paid employee | 5 | $0 | $285,105 | $60,204 |
| LISA DOUGLAS | SR. DIRECTOR, PERFORMANCE Highest-paid employee | 1 | $0 | $257,238 | $48,324 |
| ELLEN CROWE | SR. DIR, CHIMENET BUSINESS Highest-paid employee | 40 | $0 | $209,806 | $46,234 |
| RICHARD SCHUBACH | DIR., CLINICAL EXCELLENCE & CARE Highest-paid employee | 3 | $0 | $227,871 | $9,344 |
| CHRISTOPHER M O'CONNOR | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK A CHARMEL | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN M MURPHY MD | IMMEDIATE PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCENT G CAPECE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY A FLAKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS J BALCEZAK MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KURT A BARWIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH A CAREY RSM PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANNE DIAMOND JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK L GREEN | TRUSTEE (RESIGNED 11/2023) Trustee or director | 1 | $0 | $0 | $0 |
| BIMAL PATEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LYNN RICCI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES SHMERLING DHA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN SILARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH K WEYMOUTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID A WHITEHEAD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ENA WILLIAMS RN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DONNA HANDLEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SYED HUSSAIN MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| R KYLE KRAMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| D MONTEZ CARTER | TRUSTEE (JOINED 6/2023) Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM JENNINGS | TRUSTEE (JOINED 6/2023) Trustee or director | 1 | $0 | $0 | $0 |
| PAM SUTTON-WALLACE | TRUSTEE (JOINED 6/2023) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER JACKSON | PRESIDENT AND CEO Trustee or director, Officer | 4 | $0 | $921,407 | $74,698 |
| JOHN J BRADY | CFO/SVP, STRATEGIC PLANNING Officer | 4 | $0 | $439,242 | $74,699 |
| GRACE NAPOLITAN | SR. VP, ADMINISTRATION Key employee | 4 | $0 | $350,693 | $52,496 |
| MARY LYON | VP, INTEGRATED HEALTH INFORMATION Highest-paid employee | 2 | $0 | $286,416 | $66,632 |
| DOUGLAS CAYER | SR. DIR, ORGANIZATIONAL PERFORMANCE Highest-paid employee | 4 | $0 | $267,082 | $67,083 |
| LISA DOUGLAS | SR. DIRECTOR, PERFORMANCE ANALYTICS Highest-paid employee | 2 | $0 | $243,540 | $36,831 |
| ELLEN CROWE | DIR, CLINICAL EXCELLENCE AND CARE Highest-paid employee | 40 | $0 | $203,855 | $44,719 |
| RICHARD SCHUBACH | SENIOR DIR, CHIMENET BUSINESS Highest-paid employee | 3 | $0 | $218,067 | $8,986 |
| ALISON VAIL | VP, QUALITY AND PATIENT SAFETY Key employee | 40 | $0 | $173,737 | $24,730 |
| CHRISTOPHER M O'CONNOR | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK A CHARMEL | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN M MURPHY MD | IMMEDIATE PAST CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCENT G CAPECE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY A FLAKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS J BALCEZAK MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KURT A BARWIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUDITH A CAREY RSM PHD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANNE DIAMOND JD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REGINALD J EADIE MD | TRUSTEE (RESIGNED 10/2022) Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK L GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BIMAL PATEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LYNN RICCI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES SHMERLING DHA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN SILARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH K WEYMOUTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID A WHITEHEAD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ENA WILLIAMS RN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DONNA HANDLEY | TRUSTEE (JOINED 6.23.22) Trustee or director | 1 | $0 | $0 | $0 |
| SYED HUSSAIN MD | TRUSTEE (JOINED 6.23.22) Trustee or director | 1 | $0 | $0 | $0 |
| KYLE KRAMER | TRUSTEE (JOINED 6.23.22) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 90, WALLINGFORD, CT 06492-0090
- Principal officer (990 for 2024)
- JENNIFER JACKSON, 110 BARNES ROAD, WALLINGFORD, CT 06492
- Signed the 990
- JENNIFER JACKSON, PRESIDENT & CEO
- Phone
- (203) 265-7611
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PROVIDE, SPONSOR AND CONDUCT EDUCATIONAL PROGRAMS AND RESEARCH TO FOSTER AND IMPROVE HOSPITAL OPERATION AND ADMINISTRATION.
Program accomplishments
- PATIENT SAFETY ORGANIZATION (PSO) - A PROGRAM WHICH ASSISTS 24 HOSPITALS IN IMPROVING PATIENT SAFETY THROUGH INFORMATION SHARING AND COLLABORATION.Expenses $1,819,291 · revenue $567,328
- EDUCATION PROGRAMS - 2,829 INDIVIDUALS ATTENDED 50 PROGRAMS CONDUCTED IN THE TOPIC AREAS OF LEADERSHIP, MANAGEMENT, POLICY, PATIENT SAFETY, QUALITY, ACCREDITATION, REGULATORY AND CODING.revenue $110,085
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 06-0890298
- 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
- 1966
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,809,650
- Income (IRS master file)
- $6,145,980
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $4,067,127 | $2,539,071 | $13,809,650 | XML |
| 990 | April 2024 | $3,784,433 | $2,542,143 | $14,903,207 | XML |
| 990 | April 2023 | $2,365,828 | $2,066,730 | $8,141,337 | XML |
| 990 | April 2022 | $2,254,090 | $2,176,804 | $2,528,210 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | 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 06-0890298).
Questions about THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP
- What is the EIN of THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP?
- The employer identification number (EIN) of THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP is 06-0890298.
- Is THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP 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 THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP?
- The 990 for the year ended April 30, 2025 names JENNIFER JACKSON.
- Who are the officers and directors of THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP?
- The 990 for the year ended April 30, 2025 lists 30 people; 3 received compensation from the organization.
- How much revenue does THE CONNECTICUT HEALTHCARE RESEARCH & EDUCATION FOUNDATION INCORP have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $4,067,127, expenses of $2,539,071 and total assets of $13,809,650 at year end.
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