COPLEY HEALTH SYSTEMS INC Charity Report

Public IRS 990 nonprofit record

COPLEY HEALTH SYSTEMS INC

EIN 03-0301457 · Health Care (E21Z)

What they do

COPLEY HEALTH SYSTEMS, INC. is THE PARENT COMPANY of SEVERAL ENTITIES THAT IT CONTROLS THROUGH SOLE CORPORATE MEMBERSHIP. IT PROVIDES STRATEGIC and FIDUCIARY LEADERSHIP for THE PHILANTHROPIC ENDEAVORS of COPLEY HEALTH SYSTEMS, INC. and ITS SUBSIDIARIES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

78.91%of revenue went to mission work83.1% of expenses · Program services

15.92%of revenue went to fundraising16.8% of expenses

$95.01spent for every $100 of revenueRevenue covered expenses this year.

0.18%of revenue went to management and office costs0.2% of expenses

$12.84in assets for every $1 spent this yearSome assets cannot be spent right away.

67.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $53,221 for TRAVIS KNAPP (TRUSTEE BEG 02/24). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,557,338

Mission workProgram services$1,228,82478.91% of revenue83.1% of expenses

ManagementOffice and general costs$2,7790.18% of revenue0.2% of expenses

FundraisingAsking for donations$247,96815.92% of revenue16.8% of expenses

Revenue left after expensesReported annual surplus$77,7674.99% of revenueShown in gray on the chart

Total expenses$1,479,57195.01% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 83.1% mission · 0.2% management · 16.8% fundraisingTotal expenses: 95.01% of revenue

2022Expense mix: 78.7% mission · 0.2% management · 21.1% fundraisingTotal expenses: 47.07% of revenue

2021Expense mix: 73.9% mission · 0.3% management · 25.7% fundraisingTotal expenses: 20.94% of revenue

2020Expense mix: 60.5% mission · 14.4% management · 25.1% fundraisingTotal expenses: 12.27% of revenue

2019Expense mix: 79.9% mission · 9.8% management · 10.3% fundraisingTotal expenses: 74.31% of revenue

2018Expense mix: 65.6% mission · 14.7% management · 19.7% fundraisingTotal expenses: 55.41% of revenue

2017Expense mix: 72.9% mission · 12.2% management · 14.9% fundraisingTotal expenses: 89.53% of revenue

2016Expense mix: 93.6% mission · 2.6% management · 3.8% fundraisingTotal expenses: 294.29% of revenue

Money in and money out

Revenue$1,557,338

Expenses$1,479,571

Annual surplus $77,767 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,228,824 · 83.1% of expenses

Management and office costs$2,779 · 0.2% of expenses

Fundraising$247,968 · 16.8% of expenses

See all reported dollar amounts

Revenue$1,557,338

Expenses$1,479,571

Assets$19,004,959

Income$2,728,507

Contributions$1,052,028

Mission work (program services)$1,228,824

Fundraising$247,968

Grants given$2,383,239

Average grant$397,207

Management and general$2,779

Stocks and bonds$12,870,237

Investing fees$2,779

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TRAVIS KNAPPTRUSTEE BEG 02/24 $53,221Base · Other $53,221

J MARTIN LINSEISEN MDTRUSTEE END 02/24 $52,647Base · Other $52,647

WAYNE STOCKBRIDGECHIEF ADMIN & HR OFFICER · 1 hrs/week $50,539Base · Other $50,539

SAMANTHA ALLAIRENURSE MGR / INTERIM CNO BEG 07/23 · 1 hrs/week $41,057Base · Other $41,057

LORI PROFOTACNO END 02/24 · 1 hrs/week $38,976Base · Other $38,976

JOSEPH WOODINCEO · 1 hrs/week $21,957Base · Other $21,957

JEFFREY HEBERTCFO · 1 hrs/week $11,409Base · Other $11,409

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

TRAVIS KNAPPTRUSTEE BEG 02/24

J MARTIN LINSEISEN MDTRUSTEE END 02/24

WAYNE STOCKBRIDGECHIEF ADMIN & HR OFFICER

SAMANTHA ALLAIRENURSE MGR / INTERIM CNO BEG 07/23

LORI PROFOTACNO END 02/24

JOSEPH WOODINCEO

JEFFREY HEBERTCFO

JAMES HODGETRUSTEE BEG 02/24

WALTER FRAMETRUSTEE END 02/24

PAMELA STANYONTRUSTEE

NANCY BANKSCHAIR END 02/24

NAN CARLE BEAUREGARDTRUSTEE

MIKE FEULNERTRUSTEE

KRISTEN SHARPLESSTRUSTEE END 06/24

KATHY DEMARSTRUSTEE / CHAIR BEG 02/24

ALDEN LAUNERTRUSTEE

FRANCIS LANDREYTRUSTEE BEG 02/24

DIANE COTETRUSTEE

DEBORAH POMEROYSECRETARY

DAVID SILVERMANTRUSTEE END 02/24

DAN NOYESTRUSTEE

CHRISTOPHER TOWNETRUSTEE

CARL SZLACHETKATRUSTEE

CAMERON PAGETRUSTEE

BOB BLEIMEISTERTREASURER

BETHANY SALVASTRUSTEE BEG 02/24

ANNE BONGIORNOVICE CHAIR

About this charity

Recognized since: January 1992
Location: 528 WASHINGTON HIGHWAY, MORRISVILLE, VT 05661
County: Lamoille
In care of: JOSEPH WOODIN
Primary officer: JOSEPH WOODIN, CEO

How to reach them

WebsiteVisit the charity’s website Phone(802) 888-8888

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Health Care (E21Z)
IRS tax category: General Medical and Surgical Hospitals
Grant-giving organization: Yes