Planetree International Inc

Nonprofit profile at a glance

EIN
061505284
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Derby, CT, USA
Phone
2037321365
Rating
44
Verdict
MIXED
Rating confidence
Moderate
Sector
Hospitals and Related Primary Medical Care Facilities

Reported finances

Revenue
$2,926,917
Expenses
$4,450,181
Assets
$3,121,779
Liabilities
$4,388,890

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

25 people listed

Executive titles in this filing

  • MICHAEL L GIULIANO (PRESIDENT,BOD SECRETARY)
  • SUSAN FRAMPTON PHD (PRESIDENT/BOD SECRETARY(TIL 11/23))

Highest reported compensation

  • PATRICK A CHARMEL (CHAIRMAN): $937,007 total reported compensation
  • SUSAN FRAMPTON PHD (PRESIDENT/BOD SECRETARY(TIL 11/23)): $915,427 total reported compensation
  • MICHAEL L GIULIANO (PRESIDENT,BOD SECRETARY): $382,080 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Other-operating. 84% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - Most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 28
  • Transparency & Controls: 43
  • Accountability: 90
  • Sustainability: 9
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 35.8%; rating input score 36
  • Program expense ratio: 22.7%; rating input score 23
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: Scored; rating input score 0
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 90.5%; rating input score 90; 21st percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -52%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 0.7; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 1.41; rating input score 2; 2nd percentile among comparable filings
  • Officer compensation ratio: 43.2%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: -4.7% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -6.3% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: 0.9% per year; rating input score 100; 15th percentile among comparable filings

Details

  • Where the money goes: 35.8% of revenue deployed · 22.7% of spending went to programs
  • Governance: 19 of 21 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $1M in reported program spending
  • Leadership: top reported pay $937K · 25 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $874K reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 6 filed schedules · includes foreign activity and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 8 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 36/100.
  • High — Financial Efficiency: Program expense ratio scored 23/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 26/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Sustainability: Liabilities to assets ratio scored 2/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.