Nonprofit · EIN 06-1505284
PLANETREE INTERNATIONAL INC
Tax-exempt · DERBY, CT 06418
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $2,926,917 | $4,450,181 | -$1,523,264 | $3,121,779 | $4,388,890 | -$1,267,111 |
| September 30, 2024 | 990 | $1,923,264 | $3,011,698 | -$1,088,434 | $3,424,518 | $4,597,621 | -$1,173,103 |
| September 30, 2023 | 990 | $3,464,231 | $3,759,673 | -$295,442 | $5,450,655 | $5,744,803 | -$294,148 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,795,129
- Investment income
- $57,106
- Royalties
- $74,682
- Net gain from sales of assets
- $3,543
- Other revenue
- $74,682
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $306,383
- Other salaries and wages
- $788,506
- Salaries, compensation and benefits (total)
- $1,482,326
- Professional fundraising fees
- $0
- Legal fees
- $26,977
- Travel
- $30,146
- Depreciation
- $153,013
- Program services (functional)
- $1,012,073
- Management and general (functional)
- $3,438,108
Balance sheet and other
- Total assets, start of year
- $3,424,518
- Total assets, end of year
- $3,121,779
- Total liabilities, end of year
- $4,388,890
- Net assets, end of year
- -$1,267,111
- Land, buildings and equipment
- $131,177
- Publicly traded securities
- $1,670,032
- Net assets without donor restrictions
- -$1,299,608
- Net assets with donor restrictions
- $32,497
- Gross receipts
- $3,188,682
- Employees
- 13
- Volunteers
- 19
- Year formed
- 1998
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK A CHARMEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $709,405 | $227,602 |
| SUSAN FRAMPTON PHD | PRESIDENT/BOD SECRETARY(TIL 11/23) Former | 40 | $915,427 | $0 | $0 |
| MICHAEL L GIULIANO | PRESIDENT,BOD SECRETARY Trustee or director, Officer | 40 | $275,201 | $0 | $106,879 |
| STEPHANIE ADLER YUAN | VP ENGAGEMENT Highest-paid employee | 40 | $139,281 | $0 | $3,710 |
| KATHLEEN BENEDETTO | FINANCE DIRECTOR Highest-paid employee | 40 | $103,948 | $0 | $32,274 |
| KAREN ANDAZOLA | DIRECTOR GLOBAL CONSULTING NETWORK Highest-paid employee | 40 | $101,462 | $0 | $17,717 |
| KENNETH BALDYGA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| THEMIS KLARIDES | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| ROBERT G REISS | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| PAMELA DUNLEY | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| NANCY DINARDO | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| MARIA HALE | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| MALEK ALMOOSA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| BRUNO PETRUCCI | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JOHN W BETKOSKI III | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN HOCH | DIRECTOR Trustee or director | 0.23 | $0 |
| JOHN J ZAPRZALKA | DIRECTOR Trustee or director | 0.23 | $0 |
| HENRY GALLARDO MD | DIRECTOR Trustee or director | 0.23 | $0 |
| GERALD T WEINER ESQ | DIRECTOR Trustee or director | 0.23 | $0 |
| GEORGE S LOGAN | DIRECTOR Trustee or director | 0.23 | $0 |
| DOUGLAS FINEFROCK DO | DIRECTOR Trustee or director | 0.23 | $0 |
| DEREK RAGHAVAN MD | DIRECTOR Trustee or director | 0.23 | $0 |
| MICHAEL RADOSTA | DIRECTOR Trustee or director | 0.23 | $0 |
| JOSEPH ANDREANA | DIRECTOR (UNTIL 5/2025) Trustee or director | 0.23 | $0 |
| SUSAN STONE | DIRECTOR Trustee or director | 0.23 | $0 |
990 for the year ended September 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK A CHARMEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $969,626 | $40,515 |
| MICHAEL L GIULIANO | PRESIDENT,BOD SECRETARY(AS OF 11/23) Trustee or director, Officer | 40 | $230,359 | $0 | $19,646 |
| SUSAN FRAMPTON PHD | PRESIDENT/BOD SECRETARY(TILL 11/23) Trustee or director, Officer | 40 | $182,771 | $0 | $31,391 |
| SARA GUASTELLO | SVP,PERSON & CENTERED CARE Highest-paid employee | 40 | $149,025 | $0 | $38,040 |
| JAMES KINSEY | VP CONTINUUM OF CARE SERVICES Highest-paid employee | 40 | $131,879 | $0 | $23,461 |
| KARIN JAY | SENIOR VP, GLOBAL SERVICES Highest-paid employee | 40 | $149,120 | $0 | $5,947 |
| KENNETH BALDYGA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| THEMIS KLARIDES | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| ROBERT G REISS | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| PAMELA DUNLEY | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| NANCY DINARDO | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| MARIA HALE | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| MALEK ALMOOSA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| BRUNO PETRUCCI | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JOHN W BETKOSKI III | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JONATHAN HOCH | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JOHN J ZAPRZALKA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JEANNETTE PHILLIPS | DIRECTOR (TILL 1/1/24) Trustee or director | 0.23 | $0 | $0 | $0 |
| HENRY GALLARDO MD | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| GERALD T WEINER ESQ | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| GEORGE S LOGAN | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| DOUGLAS FINEFROCK DO | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| DEREK RAGHAVAN MD | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| MICHAEL RADOSTA | DIRECTOR (JOINED 1/1/24) Trustee or director | 0.23 | $0 | $0 | $0 |
| JOSEPH ANDREANA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| SUSAN STONE | DIRECTOR (JOINED 1/1/24) Trustee or director | 0.23 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK A CHARMEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $4,409,084 | $40,516 |
| SUSAN FRAMPTON PHD | PRESIDENT/BOD SECRETARY/TR Trustee or director, Officer | 40 | $325,616 | $0 | $37,391 |
| KARIN JAY | SENIOR VP, GLOBAL SERVICES Highest-paid employee | 40 | $226,825 | $0 | $9,281 |
| RHONDA WILLIAMS | VP ENGAGEMENT STRATEGIES Highest-paid employee | 40 | $186,503 | $0 | $15,446 |
| SARA GUASTELLO | SVP,PERSON & CENTERED CARE Highest-paid employee | 40 | $162,999 | $0 | $35,412 |
| JAMES KINSEY | VP CONTINUUM OF CARE SERVICES Highest-paid employee | 40 | $132,897 | $0 | $21,271 |
| MICHAEL L GIULIANO | COO Highest-paid employee | 40 | $128,777 | $0 | $10,671 |
| DEREK RAGHAVAN MD | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| DOUGLAS FINEFROCK DO | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| GEORGE S LOGAN | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| GERALD T WEINER ESQ | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| HENRY GALLARDO MD | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JACQUES COUILLARD | DIRECTOR (LEFT 1/1/23) Trustee or director | 0.23 | $0 | $0 | $0 |
| JEANNETTE PHILLIPS | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JOEP VERBUGT | DIRECTOR (LEFT 1/1/23) Trustee or director | 0.23 | $0 | $0 | $0 |
| JOHN J ZAPRZALKA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JOHN W BETKOSKI III | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JONATHAN HOCH | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| JOSEPH ANDREANA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| KENNETH BALDYGA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| MALEK ALMOOSA | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| MARIA HALE | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| NANCY DINARDO | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| PAMELA DUNLEY | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| ROBERT G REISS | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| THEMIS KLARIDES | DIRECTOR Trustee or director | 0.23 | $0 | $0 | $0 |
| BRUNO PETRUCCI | DIRECTOR (JOINED 1/1/23) Trustee or director | 0.23 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 130 DIVISION ST, DERBY, CT 06418-1326
- In care of
- % OONA BURKE
- Principal officer (990 for 2024)
- MICHAEL L GIULIANO, 130 DIVISION STREET, DERBY, CT 06418
- Signed the 990
- DAVID MURCKO, CONTROLLER
- Phone
- (203) 732-1365
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
PLANETREE ADVANCES PERSON-CENTERED CARE BY HELPING HEALTHCARE ORGANIZATIONS BUILD HUMAN-CENTERED CULTURES THAT IMPROVE EXPERIENCES, STRENGTHEN PERFORMANCE, AND DELIVER BETTER OUTCOMES FOR PATIENTS, FAMILIES, CAREGIVERS, AND STAFF.
Program accomplishments
- PLANETREE INTERNATIONAL, INC. IS A GLOBAL NONPROFIT ORGANIZATION ADVANCING PERSON-CENTERED CARE ACROSS THE CONTINUUM OF CARE. PLANETREE PARTNERS WITH HEALTHCARE ORGANIZATIONS TO STRENGTHEN ORGANIZATIONAL CULTURE, IMPROVE PATIENT, FAMILY, AND WORKFORCE EXPERIENCES, AND FOSTER COMPASSIONATE, EFFECTIVE COMMUNICATION, AND ORGANIZATIONAL CHANGE. PLANETREE PROVIDES EVIDENCE-BASED FRAMEWORKS, EDUCATION, CONSULTING, AND RECOGNITION PROGRAMS THAT HELP HEALTHCARE PROVIDERS DELIVER HIGH-QUALITY, VALUE-BASED CARE CENTERED ON THE NEEDS OF PATIENTS, FAMILIES, CAREGIVERS, AND STAFF. IN A HEALTHCARE ENVIRONMENT WHERE TECHNOLOGY AND SERVICES CAN BE REPLICATED, PLANETREE HELPS ORGANIZATIONS CREATE A DISTINCTLY HUMAN EXPERIENCE, ONE THAT STRENGTHENS TRUST, ENGAGEMENT, PERFORMANCE, AND LASTING ORGANIZATIONAL IMPACT.Expenses $1,012,073 · revenue $2,795,129
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 06-1505284
- 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
- 1998
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E20)
- Assets (IRS master file)
- $3,121,779
- Income (IRS master file)
- $3,188,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $2,926,917 | $4,450,181 | $3,121,779 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $1,923,264 | $3,011,698 | $3,424,518 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $3,464,231 | $3,759,673 | $5,450,655 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $4,001,460 | $3,888,760 | $5,591,287 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 06-1505284).
Questions about PLANETREE INTERNATIONAL INC
- What is the EIN of PLANETREE INTERNATIONAL INC?
- The employer identification number (EIN) of PLANETREE INTERNATIONAL INC is 06-1505284.
- Is PLANETREE INTERNATIONAL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to PLANETREE INTERNATIONAL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANETREE INTERNATIONAL INC 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 PLANETREE INTERNATIONAL INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLANETREE INTERNATIONAL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of PLANETREE INTERNATIONAL INC?
- The 990 for the year ended September 30, 2025 names MICHAEL L GIULIANO.
- Who are the officers and directors of PLANETREE INTERNATIONAL INC?
- The 990 for the year ended September 30, 2025 lists 25 people; 5 received compensation from the organization.
- How much revenue does PLANETREE INTERNATIONAL INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $2,926,917, expenses of $4,450,181 and total assets of $3,121,779 at year end.
Other nonprofits in DERBY
- THE GRIFFIN HOSPITAL EIN 06-0647014 · last filed 990 for 2025
- GRIFFIN FACULTY PHYSICIANS INC EIN 06-1463147 · last filed 990 for 2025
- STORM ENGINE COMPANY AMBULANCE CORPS EIN 06-6078118 · last filed 990 for 2024
- IN-HOME ANGELS FOUNDATION INC EIN 93-1483684 · last filed 990-N for 2025
- GRIFFIN HEALTH SERVICES CORPORATION EIN 22-2560257 · last filed 990 for 2025
- TEAM INC EIN 06-0835182 · last filed 990 for 2025
- GRIFFIN HOSPITAL DEVELOPMENT FUND INC EIN 22-2560254 · last filed 990 for 2025
- ST VINCENT DEPAUL OF THE VALLEY INC EIN 06-1315760 · last filed 990 for 2024