2026-01-30T11:26:58-06:00 2025-06-30 060903326 WHITTLESEY PC ONE HAMDEN CTR 2319 WHITNEY AVE STE 3G HAMDEN CT 06518 990 2024-07-01 060972166 OPTIMUS HEALTH CARE INC OPTI 2036963260 305 BOSTON AVENUE STRATFORD CT 06614 KAREN DALEY CEO 2036963260 2026-01-29 1 1 LISA WILLS P01828548 2033972525 2024 2025-03-06 01:10:19Z KAREN DALEY 305 BOSTON AVENUE STRATFORD CT 06614 56481747 0 X WWW.OPTIMUSHEALTHCARE.ORG X 1976 CT TO PROVIDE A BROAD RANGE OF PRIMARY CARE SERVICES, INCLUDING MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES TO MARGINALIZED COMMUNITIES IN BRIDGEPORT, STRATFORD, MILFORD, STAMFORD AND WEST HAVEN. 11 11 471 0 -129412 0 15642770 15739407 40242241 40347545 20743 107021 90425 15582 55996179 56209555 0 0 0 0 35783158 34703065 0 0 0 18537892 19336798 54321050 54039863 1675129 2169692 34497957 39066188 13781156 15940703 20716801 23125485 TO PROVIDE A BROAD RANGE OF PRIMARY CARE SERVICES, INCLUDING MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES TO MARGINALIZED COMMUNITIES IN BRIDGEPORT, STRATFORD, MILFORD, STAMFORD AND WEST HAVEN. 0 0 40164942 40492539 TO PROVIDE A BROAD RANGE OF PRIMARY CARE SERVICES, INCLUDING MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES TO MARGINALIZED COMMUNITIES IN BRIDGEPORT, STRATFORD, MILFORD,STAMFORD AND WEST HAVEN. 40164942 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 90 0 1 471 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X THE ORGANIZATION 2036963260 305 BOSTON AVENUE STRATFORD CT 06614 JESSICA M MCCAULEY CHAIRMAN 2.00 X X 0 0 0 CARLOS T DE LA IGLESIA VICE CHARIMAN 2.00 X X 0 0 0 BRENDA BURTON-SELDON SECRETARY 2.00 X X 0 0 0 GARY R SMART TREASURER 2.00 X X 0 0 0 HENRY H YOON DIRECTOR 2.00 X 0 0 0 BERTCELIS MORALES DIRECTOR 2.00 X 0 0 0 COLLEEN EBANKS-SHIPPEY DIRECTOR 2.00 X 0 0 0 CASEY D PARKER DIRECTOR 2.00 X 0 0 0 EZECHIEL DOMINIQUE DIRECTOR 2.00 X 0 0 0 SHANICE MAXWELL DIRECTOR 2.00 X 0 0 0 PAULINE JONES-HATTON DIRECTOR 2.00 X 0 0 0 KAREN DALEY CHIEF EXECUTIVE OFFICER 40.00 X 316094 0 34099 KATHERINE A GOLAR CHIEF MEDICAL OFFICER 40.00 X 255349 0 41386 MARIA XAVIER-DOWSKI CHIEF HUMAN RESOURCES/ADMI 40.00 X 178502 0 19689 ALIX POSE-SUSSMAN CHIEF QUALITY & TRANSFORMA 40.00 X 163849 0 37678 CARI ANN ROSE BULZONE CHIEF OPERATING OFFICER 40.00 X 168396 0 37880 MICHELLE RODRIGUEZ CHIEF NURSING OFFICER 40.00 X 147701 0 18470 1229891 0 189202 6 0 1 0 CARDINAL HEALTH PHARMACY 5303 COLLECTION CENTER DRIVE CHICAGO IL 60693 PHARMACY 2657998 OLSEN CONSTRUCTION SERVICES 21 DEMING ROAD KENSINGTON CT 06037 CONSTRUCTION 1391692 DP 26 LLC & ALBRIGHT PROPERTIES 333 NORTH BEDFORD RD SUITE 145 MOUNT KISCO NY 10549 OCCUPANCY 1208922 MANKIN CONSULTING 1515 HUNTERS CIRCLE SEDALIA MO 65301 ACCOUNTING SERVICES 736011 STAMFORD HOSPITAL 1351 WASHINGTON BLVD 7TH FLOOR STAMFORD CT 06902 MEDICAL 640500 5 14950851 788556 15739407 PATIENT FEES 621400 32617384 32617384 PHARMACY INCOME 621400 5730161 5730161 CONTRACTED SERVICES 621400 2000000 2000000 40347545 107021 107021 142780 272192 -129412 -129412 -129412 OTHER INCOME 621400 144994 144994 144994 56209555 40492539 -129412 107021 1275348 1013550 261798 26520631 21076584 5444047 6907086 5431911 1475175 258042 33286 224756 220588 8149 212439 4252685 3747410 505275 84614 43110 41504 2096077 753890 1342187 418000 22369 395631 CONTRACTUAL SERVICES 6051741 3166215 2885526 MATERIALS & SUPPLIES 4587106 4379606 207500 EQUIPMENT LEASING 1117945 238862 879083 PROVISION FOR CREDIT LO 250000 250000 54039863 40164942 13874921 0 4083557 7569401 5302158 3092039 806572 1033705 402926 358758 36887357 20010638 18274595 16876719 4271965 4487532 83333 83333 1272851 5564701 34497957 39066188 5647579 4823759 1641103 506101 5190587 5020473 1301887 5590370 13781156 15940703 X 20716801 23125485 20716801 23125485 34497957 39066188 2169692 238992 0 X X 0 1 X 1 1 1 X 21221837 28302964 18585748 15642770 14448986 98202305 21221837 28302964 18585748 15642770 14448986 98202305 98202305 57420 -19836 20912 20743 107021 186260 476600 208187 336029 237390 144994 1403200 99791765 0.98410 0.98510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 15000 15000 54024196 54039196 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 31000 28500 32500 15000 107000 250000 250000 250000 250000 1000000 1500000 959019 959019 28676303 13970766 14705537 7252035 6039872 1212163 16876719 RIGHT OF USE ASSET 5564701 5564701 LEASE OBLIGATION - SHORT TERM 1119438 LEASE OBLIGATION - LONG TERM 4457057 SECURITY DEPOSIT LIABILITY 13875 5590370 X X X 0 0 0 0 0 0 0 0 0 KAREN DALEY CHIEF EXECUTIVE OFFICER 315494 0 0 0 600 0 12831 0 21268 0 350193 0 0 0 KATHERINE A GOLAR CHIEF MEDICAL OFFICER 255349 0 0 0 0 0 10538 0 30848 0 296735 0 0 0 CARI ANN ROSE BULZONE CHIEF OPERATING OFFICER 168396 0 0 0 0 0 7032 0 30848 0 206276 0 0 0 ALIX POSE-SUSSMAN CHIEF QUALITY & TRANSFORMA 163369 0 0 0 480 0 6830 0 30848 0 201527 0 0 0 MARIA XAVIER-DOWSKI CHIEF HUMAN RESOURCES/ADMI 178502 0 0 0 0 0 7247 0 12442 0 198191 0 0 0 MICHELLE RODRIGUEZ CHIEF NURSING OFFICER 147701 0 0 0 0 0 6028 0 12442 0 166171 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FINANCE COMMITTEE ALONG WITH THE CFO REVIEW THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS PERFORMS A SALARY ANALYSIS TO DETERMINE THE CHIEF EXECUTIVE OFFICER'S SALARY. FORM 990, PART VI, SECTION C, LINE 18 THEY ARE MADE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THEY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.V OPTIMUS FOUNDATION INC 305 BOSTON AVENUE STRATFORD CT 06614 273415722 TO SUPPORT OPTIMUS HEALTHCARE INC CT 501(C)(3) 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0