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Caregroup Inc

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Community Health Systems (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$14.1M (2019)

Expenses
$6.86M (2019)

Total Assets
$0 (2019)

Total Liabilities
$0 (2019)

Source: Form 990 tax filings from 2011 to 2019

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,079,802
Expenses
$6,855,924
Net Income
$7,223,878
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,765,650
26.7%
Investment Income $18,289
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,295,863
73.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,247,143
18.2%
Professional Fundraising Fees $0
Other Salaries and Wages $825,744
12.0%
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Clough Jeanette (Pres/Ceo Mt Auburn Hosp) $827,248 $197,852 $58,114
Szum John (Cfo, Evp, Treasurer) $619,485 $0 $62,928
Donovan Shawn (Vp Marketable Securities) $619,442 $0 $68,426
Schwab Valbona (Vp Marketable Securities) $493,076 $0 $62,831
Antonas Julie (Vp Marketable Securities) $452,020 $0 $36,767
Roble Daniel (Vp, General Counsel, Clerk) $403,106 $0 $56,041
Bell James (Svp Chief Investment Officer) $291,551 $0 $18,999
Moncreiff Jane (Former Svp & Chf Invsmt Off) $240,385 $0 $0
Appleyard Joseph (Corp Dir Financial Planning) $212,596 $0 $53,605
Wolfson Karen (Program Dir Tax) $201,712 $0 $53,426
Barker Esq Thomas R (Director) $0 $0 $0
Canepa John J (Director) $0 $0 $0
Jick Daniel J (Director) $0 $0 $0
Nichols Peter B (Director) $0 $0 $0
Norkus Michael (Director & Board Chair) $0 $0 $0
Strieder Helen R (Director) $0 $0 $0
Wilkins John P (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,229,018
Expenses
$21,494,448
Net Income
-$8,265,430
Net Assets
$2,870,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,200,121
62.0%
Investment Income $31,481
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $251,409
1.9%
Net Inventory Sales $0
Other Revenue $4,746,007
35.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,764,010
8.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,577,900
12.0%
Assets/Debt
Total Assets $5,477,262
Total Liabilities $2,606,690
Net Assets $2,870,572
Compensation
Key Employees and Officers Compensation Related Other
Clough Jeanette (Pres/Ceo Mt Auburn Hosp) $1,301,164 $243,963 $61,981
Moncreiff Jane (Fmr Svp & Chf Invt Off) $860,020 $0 $344,293
Donovan Shawn (Int Chf Inv Off/Vp Market Sec.) $606,179 $0 $96,146
Szum John (Cfo, Evp, Treasurer) $511,166 $0 $105,400
Schwab Valbona (Vp Marketable Securities) $483,745 $0 $67,436
Roble Daniel (Vp, General Counsel, Clerk) $395,093 $0 $50,025
Antonas Julie (Vp Marketable Securities) $369,784 $0 $32,283
Bowes Geoffrey (Investment Associate) $276,927 $0 $22,279
Appleyard Joseph (Corp Dir Financial Planning) $186,254 $0 $57,500
Barker Esq Thomas R (Director) $0 $0 $0
Canepa John J (Director) $0 $0 $0
Jick Daniel J (Director) $0 $0 $0
Nichols Peter B (Director) $0 $0 $0
Norkus Michael (Director & Board Chair) $0 $0 $0
Wilkins John P (Director) $0 $0 $0
Strieder Helen R (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,501,694
Expenses
$16,441,083
Net Income
-$2,939,389
Net Assets
$10,941,014
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,966,669
59.0%
Investment Income $46,996
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $136,696
1.0%
Net Inventory Sales $0
Other Revenue $5,351,333
39.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,911,958
17.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,135,715
19.1%
Assets/Debt
Total Assets $13,828,930
Total Liabilities $2,887,916
Net Assets $10,941,014
Compensation
Key Employees and Officers Compensation Related Other
Szum John (Cfo, Evp, Treasurer) $1,360,745 $0 $59,047
Clough Jeanette G (Pres/Ceo Mount Auburn Hospital) $826,375 $201,797 $313,465
Moncreiff Jane (Svp & Cio) $813,142 $0 $83,366
Donovan Shawn (Interim Cio) $542,526 $0 $48,261
Samuels Aliza (Vp, Marketable Securities) $453,736 $0 $33,305
Schwab Valbona (Vp, Marketable Securities) $448,786 $0 $35,819
Roble Daniel (Vp, General Counsel, Clerk) $332,996 $0 $35,451
Bowes Geoffrey (Investment Associate) $214,399 $0 $282
Appleyard Joseph (Corp Dir Financial Planning) $203,381 $0 $34,927
Barker Esq Thomas R (Director) $0 $0 $0
Canepa John J (Director (Ex Officio)) $0 $0 $0
Green Esq Karen F (Director) $0 $0 $0
Jick Daniel J (Director (Ex Officio)) $0 $0 $0
Nichols Peter B (Director (Ex Officio)) $0 $0 $0
Norkus Michael (Director & Board Chair) $0 $0 $0
Strieder Helen R (Director) $0 $0 $0
Wilkins John P (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,729,793
Expenses
$16,790,029
Net Income
-$60,236
Net Assets
$13,019,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,559,866
63.1%
Investment Income -$14,819
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $525,764
3.1%
Net Inventory Sales $0
Other Revenue $5,658,982
33.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,090,582
12.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,983,236
23.7%
Assets/Debt
Total Assets $16,485,365
Total Liabilities $3,465,891
Net Assets $13,019,474
Compensation
Key Employees and Officers Compensation Related Other
Clough Jeanette (President/Ceo, Mt Auburn Hosp) $1,274,811 $4,965,904 $233,299
Moncreiff Jane (Svp & Chief Investment Officer) $918,739 $0 $87,099
Szum John (Evp, Cfo, Treasurer) $576,716 $0 $142,827
Donovan Shawn (Vp Marketable Securities) $523,281 $0 $49,456
Samuels Aliza (Vp Marketable Securities) $434,359 $0 $45,169
Schwab Valbona (Vp Marketable Securities) $367,919 $0 $39,289
Roble Daniel (Vp, General Counsel, Clerk) $319,082 $0 $45,118
Appleyard Joseph (Director Of Finance) $239,074 $0 $47,269
Barker Esq Thomas R (Director) $0 $0 $0
Bufferd Allan (Director) $0 $0 $0
Canepa John J (Director (Ex Officio)) $0 $0 $0
Down James W (Director) $0 $0 $0
Green Esq Karen F (Director) $0 $0 $0
Hestnes Esq Harold (Director) $0 $0 $0
Jick Daniel J (Director (Ex Officio)) $0 $0 $0
Maloney Richard J (Director (Ex Officio)) $0 $0 $0
Nichols Peter B (Director (Ex Officio)) $0 $0 $0
Norkus Michael (Director & Board Chair) $0 $0 $0
Spivak Md Barbara (Director) $0 $239,920 $26,979
Stevenson Howard H (Director) $0 $0 $0
Stevenson Md Phd Mary Ann (Director (Ex Officio)) $0 $665,958 $82,720
Strieder Helen R (Director) $0 $0 $0
Wilkins John P (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,918,389
Expenses
$17,050,274
Net Income
-$131,885
Net Assets
$12,899,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,585,463
68.5%
Investment Income -$6,978
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $462,412
2.7%
Net Inventory Sales $0
Other Revenue $4,877,492
28.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,073,786
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,522,858
20.7%
Assets/Debt
Total Assets $87,700,576
Total Liabilities $74,801,499
Net Assets $12,899,077
Compensation
Key Employees and Officers Compensation Related Other
Clough Jeanette G (President & Ceo, Mah) $983,393 $42,716 $945,775
Moncreiff Jane (Svp, Chief Invest Offcr) $929,092 $0 $49,278
Szum John (Evp, Cfo & Treasurer) $560,219 $0 $147,851
Donovan Shawn (Vp Marketable Securities) $536,704 $0 $49,008
Samuels Aliza (Vp Marketable Securities) $405,297 $0 $47,860
Roble Esq Daniel (Vp, Gen Counsel & Clerk) $345,624 $0 $41,721
Appleyard Joseph (Finance Director) $182,913 $0 $50,432
Wolfson Karen (Dir Tax/Bond Comp Offcr) $155,113 $0 $56,201
Barker Esq Thomas R (Director) $0 $0 $0
Bufferd Allan (Director) $0 $0 $0
Canepa John J (Director (Ex Officio)) $0 $0 $0
Down James W (Director) $0 $0 $0
Gebhardt Md Mark C (Director (Ex Officio)) $0 $764,767 $82,756
Green Esq Karen F (Director) $0 $0 $0
Hestnes Esq Harold (Director) $0 $0 $0
Jick Daniel J (Director (Ex Officio)) $0 $0 $0
Maloney Richard J (Director (Ex Officio)) $0 $0 $0
Norkus Michael (Director) $0 $0 $0
Saal Md A Kim (Director) $0 $74,334 $0
Simons Thomas (Director (Ex Officio)) $0 $0 $0
Spivak Md Barbara (Director) $0 $285,433 $28,682
Stevenson Howard H (Director) $0 $0 $0
Strieder Helen R (Director & Board Chair) $0 $0 $0
Wilkins John P (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,390,426
Expenses
$17,150,485
Net Income
$239,941
Net Assets
$13,740,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,860,986
74.0%
Investment Income $28,770
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $739,943
4.3%
Net Inventory Sales $0
Other Revenue $3,760,727
21.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,039,893
11.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,566,367
15.0%
Assets/Debt
Total Assets $88,212,852
Total Liabilities $74,472,326
Net Assets $13,740,526
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Clough Jeanette G (President & Ceo, Mah) $1,015,135 $61,402 $1,131,208
Moncreiff Jane (Svp, Chief Invest Offcr) $892,796 $0 $46,069
Szum John (Evp, Cfo & Treasurer) $536,376 $0 $198,012
Donovan Shawn (Vp Marketable Securities) $492,428 $0 $45,604
Roble Esq Daniel (Vp, Gen Counsel & Clerk) $335,435 $0 $31,207
Samuels Aliza (Vp Marketable Securities) $266,329 $0 $16,773
Wolfson Karen (Dir Tax/Bond Comp Offcr) $163,291 $0 $24,987
Appleyard Joseph (Finance Director) $158,128 $0 $45,539
Barker Esq Thomas R (Director) $0 $0 $0
Bufferd Allan (Director) $0 $0 $0
Down James W (Director) $0 $0 $0
Gebhardt Md Mark C (Director (Ex Officio)) $0 $748,985 $81,490
Green Esq Karen F (Director) $0 $0 $0
Hestnes Esq Harold (Director) $0 $0 $0
Jick Daniel J (Director (Ex Officio)) $0 $0 $0
Maloney Richard J (Director (Ex Officio)) $0 $0 $0
Norkus Michael (Director) $0 $0 $0
Saal Md A Kim (Director) $0 $64,531 $0
Simons Thomas (Director (Ex Officio)) $0 $0 $0
Stevenson Howard H (Director (Ex Officio)) $0 $0 $0
Strieder Helen R (Director & Board Chair) $0 $0 $0
Wilkins John P (Director) $0 $0 $0
Richlin Esq Dean (Clerk) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,372,606
Expenses
$16,191,996
Net Income
-$819,390
Net Assets
$13,459,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,877,516
77.3%
Investment Income -$5,929
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $534,856
3.5%
Net Inventory Sales $0
Other Revenue $2,966,163
19.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,731,481
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,356,774
14.6%
Assets/Debt
Total Assets $87,250,456
Total Liabilities $73,790,792
Net Assets $13,459,664

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,799,763
Expenses
$14,795,542
Net Income
$4,221
Net Assets
$13,336,265
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,919,654
80.5%
Investment Income $9,469
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $312,099
2.1%
Net Inventory Sales $0
Other Revenue $2,558,541
17.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,389,963
9.4%
Professional Fundraising Fees $0
Other Salaries and Wages $2,635,492
17.8%
Assets/Debt
Total Assets $86,975,019
Total Liabilities $73,638,754
Net Assets $13,336,265

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,521,705
Expenses
$13,517,775
Net Income
$3,930
Net Assets
$12,477,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,087,976
82.0%
Investment Income $13,071
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $338,708
2.5%
Net Inventory Sales $0
Other Revenue $2,081,950
15.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,201,832
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,631,440
19.5%
Assets/Debt
Total Assets $86,384,943
Total Liabilities $73,907,030
Net Assets $12,477,913

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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