HARTFORD HEALTHCARE ENDOWMENT LLC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HARTFORD HEALTHCARE ENDOWMENT LLC (EIN 45-4181103)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-14
- IRS object ID
- 202432279349300638
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T10:25:50+00:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454181103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hartford HealthCare Endowment LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HART | BusinessNameControlTxt |
| Phone | 8606966232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PEARL ST 2ND FLOOR CLO | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK KEISE | PersonNm |
| Person Title | TAX DIRECTOR | PersonTitleTxt |
| Phone | 8606966232 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | April Arnold | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD STYS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PEARL ST 2ND FLOOR CLO | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $85,609,852 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION IS ORGANIZED AND OPERATED TO HOLD AND INVEST THE ENDOWMENT FUNDS EXCLUSIVELY FOR CERTAIN CHARITABLE HEALTH CARE ORGANIZATIONS IN THE HARTFORD HEALTHCARE CORPORATION INTEGRATED SYSTEM: WINDHAM COMMUNITY MEMORIAL HOSPITAL, INC., MIDSTATE MEDICAL CENTER, HARTFORD HOSPITAL, THE HOSPITAL OF CENTRAL CONNECTICUT AT NEW BRITAIN GENERAL AND BRADLEY MEMORIAL, THE WILLIAM W. BACKUS HOSPITAL, RUSHFORD CENTER, INC., RUSHFORD FOUNDATION, INC., HARTFORD HEALTHCARE AT HOME, INC., THE CHARLOTTE HUNGERFORD HOSPITAL, HARTFORD HEALTHCARE SENIOR SERVICES INC. AND HARTFORD HEALTHCARE CORPORATION, ALL OF WHICH ARE SECTION 501(C)(3) ORGANIZATIONS UNDER COMMON CONTROL AND RECOGNIZED AS PUBLIC CHARITIES WITHIN THE MEANING OF SECTION 509(A)(1) OR 509(A)(2). | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $473,598 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $103,605 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $82,489,042 | PYInvestmentIncomeAmt |
| CY Investment Income | $85,609,852 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $82,489,042 | PYTotalRevenueAmt |
| CY Total Revenue | $85,609,852 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,621,700 | PYOtherExpensesAmt |
| CY Other Expenses | $14,891,245 | CYOtherExpensesAmt |
| PY Total Expenses | $16,621,700 | PYTotalExpensesAmt |
| CY Total Expenses | $14,891,245 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $65,867,342 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $70,718,607 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,938,113,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,005,367,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,938,113,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,005,367,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,891,245 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION'S SOLE ACTIVITY CONSISTS OF HOLDING POOLED ENDOWMENT FUNDS OF CERTAIN TAX EXEMPT AFFILIATES OF HARTFORD HEALTHCARE CORPORATION (HHC) AND INVESTING SUCH POOLED FUNDS. MORE SPECIFICALLY, THE FOUNDATION'S ACTIVITIES SUPPORTING THESE TAX EXEMPT AFFILIATES CONSISTS OF (A) INVESTING AND MANAGING THE TAX EXEMPT AFFILIATES' ENDOWMENT FUNDS; (B) DISTRIBUTING INCOME EARNED FROM THE ENDOWMENT FUNDS TO THE TAX EXEMPT AFFILIATES; AND (C) POTENTIALLY HOLDING AND MANAGING OTHER ASSETS OWNED BY THE TAX EXEMPT AFFILIATES. THE FOUNDATION DOES NOT RAISE, MANAGE OR INVEST ON BEHALF OF ANY ENTITY OTHER THAN THESE HHC TAX EXEMPT AFFILIATES. | Desc |
| Total Program Service Expenses | $14,891,245 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL WARDELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8606966237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 Farm Springs Road | AddressLine1Txt |
| City | Farmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| BIMAL PATEL | |||||||
| DIRECTOR | 1.0 | 59.0 | Yes (X) | $0 | $1,334,381 | $144,062 | |
| CHIBUEZE AGBA | |||||||
| DIRECTOR | 1.0 | 59.0 | Yes (X) | $0 | $1,533,173 | $190,199 | |
| DONNA HANDLEY | |||||||
| DIRECTOR | 1.0 | 59.0 | Yes (X) | $0 | $850,885 | $65,046 | |
| ERIC SMULLEN | |||||||
| DIRECTOR | 1.0 | 59.0 | Yes (X) | $0 | $482,672 | $104,904 | |
| GARY HAVICAN | |||||||
| DIRECTOR | 1.0 | 59.0 | Yes (X) | $0 | $680,223 | $121,519 | |
| JAMES O'DEA | |||||||
| DIRECTOR | 1.0 | 59.0 | Yes (X) | $0 | $533,272 | $54,780 | |
| DAVID HOLMGREN | |||||||
| FMR CIO | 60.0 | 0.0 | $0 | $773,996 | $41,344 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,188,602 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $721,854 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SIMPLEX VALUE UP MASTER COMPANY JPY | ||||||||||
| 27TH FLOOR SHIN-MARUNOUCHI BUILDI | MARUNOUCHI | CHIYODA-KU, TOKYO | JA | 1006527 | INVESTMENT MANAGEMENT | $751,000 | ||||
| Garda Fixed Income Relative Value Opportunity Fund Ltd | ||||||||||
| INVESTMENT MANAGEMENT | $569,808 | 777 South Flagler Drive Suite 1410 | West Palm Beach | FL | 33401 | |||||
| BALYASNY ATLAS ENHANCED FUND LTD | ||||||||||
| INVESTMENT MANAGEMENT | $418,299 | 44 WEST LAKE STREET 50TH FLOOR | CHICAGO | IL | 60606 | |||||
| SSgA Active Emerging Markets Small Cap | ||||||||||
| INVESTMENT MANAGEMENT | $384,023 | One Iron Street | Boston | MA | 00210 | |||||
| NUMERIC EMERGING MARKETS | ||||||||||
| INVESTMENT MANAGEMENT | $371,120 | 200 PIER 4 BOULEVARD FIFTH FLOOR | BOSTON | MA | 02210 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 56 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,893,651 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $473,598 | UnrelatedBusinessRevenueAmt |
| Exclusion | $43,420,053 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,716,201 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,716,201 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,716,201 | TotalRevenueColumnAmt |
| Exclusion | $41,716,201 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,609,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $473,598 | UnrelatedBusinessRevenueAmt |
| Exclusion | $85,136,254 | ExclusionAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,680,000 | TotalAmt |
| Program Services | $13,680,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MISCELLANEOUS EXPENSES | $886,422 | $886,422 |
| PURCHASED SERVICES | $324,823 | $324,823 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,891,245 | TotalAmt |
| Program Services | $14,891,245 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,578,403,568 | BOYAmt |
| EOY | $1,809,330,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,709,432 | BOYAmt |
| EOY | $196,037,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,938,113,000 | BOYAmt |
| EOY | $2,005,367,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,524,387,000 | BOYAmt |
| EOY | $1,583,867,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,726,000 | BOYAmt |
| EOY | $421,500,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,938,113,000 | BOYAmt |
| EOY | $2,005,367,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,938,113,000 | BOYAmt |
| EOY | $2,005,367,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $70,718,607 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,266,393 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$23,731,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 9 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (9 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WINDHAM COMMUNITY MEMORIAL HOSPITAL | ||||
| 060646966 | 3 | Yes (true) | $0 | $0 |
| MIDSTATE MEDICAL CENTER | ||||
| 060646715 | 3 | Yes (true) | $0 | $0 |
| HARTFORD HOSPITAL | ||||
| 060646668 | 3 | Yes (true) | $0 | $0 |
| THE HOSPITAL OF CENTRAL CONNECTICUT | ||||
| 060646768 | 3 | Yes (true) | $0 | $0 |
| HARTFORD HEALTHCARE AT HOME INC | ||||
| 060646938 | 9 | Yes (true) | $0 | $0 |
| THE WILLIAM W BACKUS HOSPITAL | ||||
| 060250773 | 3 | Yes (true) | $0 | $0 |
| THE CHARLOTTE HUNGERFORD HOSPITAL | ||||
| 060646678 | 3 | Yes (true) | $0 | $0 |
| RUSHFORD CENTER INC | ||||
| 060932875 | 7 | Yes (true) | $0 | $0 |
| HARTFORD HEALTHCARE SENIOR SERVICES INC | ||||
| 222635676 | 9 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 9 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CURRENT PORTION OF ASSET | $39,104,000 | F |
| OTHER INVESTMENTS | $156,933,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $196,037,000 | TotalBookValueSecuritiesAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $33,292,886 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $93,240,326 |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $30,174,438 |
| South America | 0 | 0 | Investments | $5,833,920 |
| Sub-Saharan Africa | 0 | 0 | Investments | $7,058,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $169,599,726 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $169,599,726 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; SOUTH AMERICA-Accrual; SUB-SAHARAN AFRICA-Cash | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BIMAL PATEL | ||||||||||||||
| DIRECTOR | $0 | $848,231 | $0 | $480,078 | $0 | $6,072 | $0 | $133,836 | $0 | $10,226 | $0 | $1,478,443 | $0 | $0 |
| DONNA HANDLEY | ||||||||||||||
| DIRECTOR | $0 | $510,285 | $0 | $248,265 | $0 | $92,335 | $0 | $21,350 | $0 | $43,696 | $0 | $915,931 | $0 | $0 |
| GARY HAVICAN | ||||||||||||||
| DIRECTOR | $0 | $463,732 | $0 | $212,702 | $0 | $3,789 | $0 | $84,416 | $0 | $37,103 | $0 | $801,742 | $0 | $0 |
| ERIC SMULLEN | ||||||||||||||
| DIRECTOR | $0 | $327,503 | $0 | $152,483 | $0 | $2,686 | $0 | $66,477 | $0 | $38,427 | $0 | $587,576 | $0 | $0 |
| JAMES O'DEA | ||||||||||||||
| DIRECTOR | $0 | $331,627 | $0 | $148,968 | $0 | $52,677 | $0 | $21,350 | $0 | $33,430 | $0 | $588,052 | $0 | $0 |
| CHIBUEZE AGBA | ||||||||||||||
| DIRECTOR | $0 | $990,224 | $0 | $531,597 | $0 | $11,352 | $0 | $158,999 | $0 | $31,200 | $0 | $1,723,372 | $0 | $0 |
| DAVID HOLMGREN | ||||||||||||||
| FMR CIO | $0 | $528,822 | $0 | $179,202 | $0 | $65,972 | $0 | $15,250 | $0 | $26,094 | $0 | $815,340 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4a Severance or change-of-control payment | IN 2022, A FORMER OFFICER, DAVID HOLMGREN, RECEIVED A LUMP SUM SEVERANCE PAYMENT IN THE AMOUNT OF $60,802. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | HARTFORD HEALTHCARE CORPORATION, A RELATED ORGANIZATION, MAINTAINS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). PARTICIPANTS INCLUDE CERTAIN OFFICERS AND KEY EMPLOYEES AT THE PRESIDENT & CEO, EXECUTIVE VICE PRESIDENT AND SENIOR VICE PRESIDENT LEVELS THAT ARE REPORTED BY HARTFORD HEALTHCARE ENDOWMENT LLC ON ITS FORM 990, PART VII. CONTRIBUTIONS ARE MADE BY HARTFORD HEALTHCARE CORPORATION TO THE PLAN BASED ON A PERCENTAGE OF THE PARTICIPANT'S COMPENSATION. PARTICIPANTS VEST IN THE PLAN AT THE EARLIER OF REACHING AGE 55 AND HAVING 5 YEARS OF SERVICE, DEATH, DISABILITY, INVOLUNTARY SEPARATION WITHOUT REASONABLE CAUSE, UPON REACHING AGE 65 OR THE OCCURRENCE OF A CHANGE IN CONTROL. EACH PARTICIPANT CEASES TO BE ELIGIBLE FOR FURTHER CONTRIBUTIONS BY HARTFORD HEALTHCARE CORPORATION ON THE DATE OF THE PARTICIPANT'S SEPARATION FROM SERVICE. PARTICIPANTS RECEIVE A ONE-TIME LUMP SUM PAYMENT OF THE ACCUMULATED AMOUNT DURING THE 30-DAY PERIOD FOLLOWING THE PARTICIPANT'S SEPARATION FROM SERVICE. 2022 SERP ACCRUALS WERE MADE ON BEHALF OF THE FOLLOWING INDIVIDUALS: BITMAL PATEL $112,486 CHIBUEZE AGBA $137,649 GARY HAVICAN $63,066 ERIC SMULLEN $45,127 2022 SERP PAYOUTS WERE MADE ON BEHALF OF THE FOLLOWING INDIVIDUALS: DONNA HADLEY $48,307* JAMES O'DEA $30,895* *FOR THESE INDIVIDUALS, VESTING OCCURRED, CAUSING TAXABLE INCOME. THIS PORTION OF THE VESTED AMOUNT WAS USED TO PAY THE ASSOCIATED TAX LIABILITY. THE REMAINING BALANCE WAS DEPOSITED INTO THE EMPLOYEE SERP ACCOUNT. |
| Schedule J, Part I, Line 7 Non-fixed payments | HARTFORD HEALTHCARE CORPORATION, A RELATED ORGANIZATION, HAS A COMPENSATION AT RISK PLAN THAT ENCOURAGES AND REWARDS ACHIEVEMENTS OF SIGNIFICANT FUNCTIONAL GOALS. THESE GOALS CONTRIBUTE TO THE ORGANIZATION'S STRATEGIC AND FINANCIAL DIRECTION. THE PLAN UTILIZES MARKET PRACTICE ALIGNMENT TO ENSURE COMPETITIVE RECRUITMENT AND RETENTION. AWARDS ARE BASED ON CEO AND/OR HARTFORD HEALTHCARE CORPORATION'S COMPENSATION COMMITTEE DISCRETIONARY ASSESSMENT OF OVERALL ORGANIZATION PERFORMANCE AND INDIVIDUAL CONTRIBUTION TO RESULTS. |
| Schedule J, Part I, Line 3 RELATED ORGANIZATION METHODS TO ESTABLISH COMPENSATION | THE INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE (COMMITTEE) OF THE BOARD ENDOWMENT LLC, HIRES AN OUTSIDE CONSULTANT, HUMAN RESOURCES AND IN GOVERNING EXECUTIVE COMPENSATION. PLEASE REFER TO COMPENSATION NARRATIVE OF DIRECTORS OF HARTFORD HEALTHCARE ON BEHALF OF HARTFORD HEALTHCARE COMPENSATION CONSULTING PRACTICE OF GALLAGHER, TO DETERMINE BEST PRACTICES REPORTED ON SCHEDULE O. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE FOUNDATION IS ORGANIZED AS AN LLC THAT ELECTED TO BE TAXED AS A CORPORATION AND APPLIED FOR AND RECEIVED TAXEXEMPT STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. IT IS A MEMBER OF THE HARTFORD HEALTHCARE CORPORATION SYSTEM (HHC) OF WHICH HHC IS THE PARENT CORPORATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | HHC HAS THE AUTHORITY TO APPROVE/REMOVE MEMBERS OF THE GOVERNING BODY. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | HHC HAS THE RIGHT TO REVIEW, APPROVE, DISAPPROVE AND DENY SIGNIFICANT TRANSACTIONS SUCH AS MERGERS, ACQUISITIONS, DISSOLUTIONS ETC. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 WAS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE 990 WAS THEN REVIEWED BY HARTFORD HEALTHCARE'S TAX DEPARTMENT. THE FINAL FORM WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE (IRS). ONCE THE ENTIRE REVIEW PROCESS WAS COMPLETED, THE FORM WAS SIGNED BY THE TAX DIRECTOR (WHO IS THE AUTHORIZED SIGNER) AND THEN FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The hospital's board has adopted the policy of the member, Hartford HealthCare Corporation (HHC). HHC's Conflict of Interest Policy (Policy) requires all covered individuals, including board members and officers, to provide a disclosure of relationships that create or have the appearance of creating a conflict of interest or commitment. The Policy requires updates if changes in circumstances arise during the year that either (a) create a new potential conflict of interest or commitment or (b) change or eliminate a conflict of interest or commitment previously disclosed. Conflict of interest disclosure statements are maintained by the HHC Office of Compliance and Integrity (OCI). Employee and physician disclosures are reviewed by OCI in collaboration with the Covered Individuals' supervisor, when deemed appropriate, to determine if there is a potential conflict. Conflict mitigation plans are developed by OCI. Other individuals who may review potential conflicts of interest and approve conflict management plans include: the SVP/EVP of the department/area in which the individual works, the Institute Physician-In-Chief, the Medical Group Physician-In-Chief, the Regional Vice President of Medical Affairs, and/or the HHC Legal Department. Board member disclosures are reported to the HHC Nominating and Governance Committee for determinations of conflicts and the management of them, where applicable. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE (COMMITTEE) OF THE BOARD OF DIRECTORS OF HARTFORD HEALTHCARE ON BEHALF OF HARTFORD HEALTHCARE ENDOWMENT, HIRES AN OUTSIDE CONSULTANT, HUMAN RESOURCES AND COMPENSATION CONSULTING PRACTICE OF GALLAGHER, TO DETERMINE BEST PRACTICES IN GOVERNING EXECUTIVE COMPENSATION. THE FOLLOWING STEPS WERE TAKEN: - THE USE OF AN INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE (COMMITTEE) OF THE BOARD OF DIRECTORS OF HARTFORD HEALTHCARE, ON BEHALF OF HARTFORD HEALTHCARE ENDOWMENT, ESTABLISHED AND REGULARLY REVIEWS EXECUTIVE COMPENSATION PHILOSOPHY; - THE COMMITTEE REGULARLY REVIEWS SCOPE AND DEPTH OF POSITIONS TAKING INTO ACCOUNT COMPLEXITY AND THE FINANCIAL IMPACT AND ACCOUNTABILITY OF ALL "DISQUALIFIED PERSONS - NATIONAL PEER GROUPS ARE SELECTED FOR COMPARATIVE PURPOSES BASED ON ORGANIZATIONAL SIZE, OPERATING REVENUE, GEOGRAPHY AND OTHER RELEVANT FACTORS; - ANALYSIS OF CURRENT TOTAL COMPENSATION VERSUS MARKET IS PERFORMED BY INDEPENDENT THIRD PARTY COMPENSATION CONSULTING FIRM AND IS THEN REVIEWED BY THE COMMITTEE; - RECOMMENDATIONS ARE MADE BASED ON MARKET DATA ANALYSIS TO ENSURE APPROPRIATE COMPETITIVE POSITIONING WITHIN PARAMETERS OF COMPENSATION PHILOSOPHY; -THE PRESIDENT & CEO COMPENSATION IS REVIEWED BY THE COMMITTEE AND IS BASED ON COMPARATIVE MARKET INFORMATION AND ORGANIZATIONAL PERFORMANCE; - ALL CHANGES ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE; THE COMPENSATION DETERMINATION PROCESS FOR THE PRESIDENT & CEO IS REVIEWED ON AN ANNUAL BASIS. ALL OTHER EXECUTIVE COMPENSATION IS REGULARLY REVIEWED FOR SCOPE AND DEPTH OF POSITIONS TAKING INTO ACCOUNT COMPLEXITY AND THE FINANCIAL IMPACT AND ACCOUNTABILITY. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE ORGANIZATION'S ADDRESS. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | TRANSFER TO AFFILIATED ENTITY - -23731000; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Backus HealthCare Inc | ||||||||||
| 326 Washington Street | Norwich | CT | 06360 | 222481794 | Supporting Organization | CT | 501(c)(3) | Type I | Hartford HealthCare Corporation | Yes (true) |
| Connecticut Health System Inc | ||||||||||
| 80 Seymour Street | Hartford | CT | 06102 | 222779421 | Coordination of Health Care Delivery | CT | 501(c)(3) | Type III-FI | Hartford HealthCare Corporation | Yes (true) |
| Hartford HealthCare ACO Inc | ||||||||||
| 1290 Silas Deane Hwy 2nd Floor | Wethersfield | CT | 06109 | 460886367 | Government Contracts | CT | 501(c)(3) | 7 | Hartford HealthCare Medical Group Inc | Yes (true) |
| Hartford HealthCare at Home Inc | ||||||||||
| 1290 Silas Deane Hwy Suite 4B | Wethersfield | CT | 06109 | 060646938 | Home Healthcare | CT | 501(c)(3) | 10 | Hartford HealthCare Corporation | Yes (true) |
| Hartford HealthCare Corporation | ||||||||||
| 100 Pearl Street | Hartford | CT | 06102 | 222672834 | Support & Management Svcs. To HH and Affiliates | CT | 501(c)(3) | Type III-FI | NA | false |
| Hartford HealthCare Independence at Home Inc | ||||||||||
| 1290 Silas Deane Hwy Suite 4B | Wethersfield | CT | 06109 | 061161422 | Home Healthcare | CT | 501(c)(3) | 10 | Hartford HealthCare at Home Inc | Yes (true) |
| Hartford Healthcare Medical Group Specialists PLLC | ||||||||||
| 1290 Silas Deane Highway 2nd Floor | Wethersfield | CT | 06109 | 371911194 | Medical Services | CT | 501(c)(3) | 10 | Hartford HealthCare Medical Group Inc | Yes (true) |
| Hartford HealthCare Medical Group Inc | ||||||||||
| 1290 Silas Deane Highway 2nd Floor | Wethersfield | CT | 06109 | 454456939 | Medical Services | CT | 501(c)(3) | 10 | Hartford HealthCare Corporation | Yes (true) |
| Hartford HealthCare Senior Services Inc | ||||||||||
| 45 Meriden Avenue | Southington | CT | 06489 | 222635676 | Sub-Acute & Long Term Healthcare | CT | 501(c)(3) | 10 | Hartford HealthCare Corporation | Yes (true) |
| Hartford Hospital | ||||||||||
| 80 Seymour Street | Hartford | CT | 06102 | 060646668 | Healthcare Services | CT | 501(c)(3) | 3 | Hartford HealthCare Corporation | Yes (true) |
| Hartford Hospital Auxiliary co Hartford Hospital | ||||||||||
| 80 Seymour Street | Hartford | CT | 06102 | 066040747 | Fundraising | CT | 501(c)(3) | 10 | Hartford Hospital | Yes (true) |
| Midstate Medical Center | ||||||||||
| 435 Lewis Avenue | Meriden | CT | 06451 | 060646715 | Healthcare Services | CT | 501(c)(3) | 3 | Hartford HealthCare Corporation | Yes (true) |
| Midstate Medical Center Auxiliary | ||||||||||
| 435 Lewis Avenue | Meriden | CT | 06451 | 066063082 | Fundraising | CT | 501(c)(3) | Type I | Midstate Medical Center | Yes (true) |
| Mulberry Gardens of Southington LLC | ||||||||||
| 58 Mulberry Street | Plantsville | CT | 06479 | 820586577 | Assisted Living & Adult Day Care Facility | CT | 501(c)(3) | 10 | Hartford HealthCare Senior Services Inc | Yes (true) |
| Natchaug Hospital Inc | ||||||||||
| 189 Storrs Road | Mansfield Center | CT | 06226 | 060966963 | Behavioral Health | CT | 501(c)(3) | 3 | Hartford HealthCare Corporation | Yes (true) |
| Rushford Center Inc | ||||||||||
| 883 Paddock Avenue | Meriden | CT | 06450 | 060932875 | Substance Abuse Healthcare Services | CT | 501(c)(3) | 7 | Hartford HealthCare Corporation | Yes (true) |
| Rushford Foundation Inc | ||||||||||
| 883 Paddock Avenue | Meriden | CT | 06450 | 061432692 | Supporting Organization | CT | 501(c)(3) | Type I | Rushford Center Inc | Yes (true) |
| St Vincent's Development Inc | ||||||||||
| 95 Merritt Boulevard | Trumbull | CT | 06611 | 222554128 | Holding Company | CT | 501(c)(25) | St Vincent's Health Services Corp | Yes (true) | |
| St Vincent's Health Services Corp | ||||||||||
| 2800 Main Street | Bridgeport | CT | 06606 | 222558134 | Supporting Organization | CT | 501(c)(3) | Type I | SVMC Holdings Inc dba St Vincent's Medical Center | Yes (true) |
| St Vincent's Multispecialty Group Inc | ||||||||||
| 2800 Main Street | Bridgeport | CT | 06606 | 800458769 | Healthcare Services | CT | 501(c)(3) | Type I | SVMC Holdings Inc dba St Vincent's Medical Center | Yes (true) |
| St Vincent's Medical Center Foundation Inc | ||||||||||
| 2800 Main Street | Bridgeport | CT | 06606 | 222558132 | Fundraising | CT | 501(c)(3) | 7 | SVMC Holdings Inc dba St Vincent's Medical Center | Yes (true) |
| St Vincent's Special Needs Center Inc | ||||||||||
| 95 Merritt Boulevard | Trumbull | CT | 06611 | 060702617 | Residential Services for Handicapped | CT | 501(c)(3) | 10 | St Vincent's Health Services Corp | Yes (true) |
| SVMC Holdings Inc dba St Vincent's Medical Center | ||||||||||
| 2800 Main Street | Bridgeport | CT | 06606 | 832550272 | Hospital | CT | 501(c)(3) | 3 | Hartford HealthCare Corporation | Yes (true) |
| The Charlotte Hungerford Hospital | ||||||||||
| 540 Litchfield Street PO Box 988 | Torrington | CT | 06790 | 060646678 | Healthcare Services | CT | 501(c)(3) | 3 | Hartford HealthCare Corporation | Yes (true) |
| The Hospital of Central CT and Bradley Memorial | ||||||||||
| 100 Grand Street | New Britian | CT | 06052 | 060646768 | Healthcare Services | CT | 501(c)(3) | 3 | Hartford HealthCare Corporation | Yes (true) |
| The Orchards of Southington | ||||||||||
| 34 Hobart Street | Southington | CT | 06489 | 061490803 | Residential Services for Senior Citizens | CT | 501(c)(3) | 10 | Hartford HealthCare Senior Services Inc | Yes (true) |
| The William W Backus Hospital | ||||||||||
| 326 Washington Street | Norwich | CT | 06360 | 060250773 | Hospital | CT | 501(c)(3) | 3 | Hartford HealthCare Corporation | Yes (true) |
| WCMH Women's Auxiliary Inc | ||||||||||
| 112 Mansfield Avenue | Willimantic | CT | 06226 | 060677728 | Fundraising | CT | 501(c)(3) | Type I | Windham Community Memorial Hospital | Yes (true) |
| Windham Community Memorial Hospital | ||||||||||
| 112 Mansfield Avenue | Willimantic | CT | 06226 | 060646966 | Healthcare Services | CT | 501(c)(3) | 3 | Hartford HealthCare Corporation | Yes (true) |
| Windham Hospital Foundation Inc | ||||||||||
| 112 Mansfield Avenue | Willimantic | CT | 06226 | 562546632 | Supporting Organization | CT | 501(c)(3) | Type I | Windham Community Memorial Hospital | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Advanced Medical Imaging of NW CT LLC | ||||||||||
| 57 Commercial Blvd | Torrington | CT | 06790 | 061594854 | Magnetic Resonance Imaging | CT | NA | N/A | false | false |
| Ambulance Service of Manchester LLC | ||||||||||
| PO Box 300 | Manchester | CT | 06450 | 061557358 | Ambulatory Service | CT | NA | N/A | false | false |
| Central Connecticut Endoscopy Center | ||||||||||
| 440 New Britain Avenue | Plainville | CT | 06062 | 141855010 | Endoscopy Svcs | CT | NA | N/A | false | false |
| Connecticut Imaging Partners LLC Jefferson Radiology | ||||||||||
| 1500 Concord Terrace | Sunrise | FL | 33323 | 134298940 | Imaging Services | CT | NA | N/A | false | false |
| Connecticut Orthopaedic Surgery Center LLC | ||||||||||
| 100 Avon Meadow Lane | Avon | CT | 06001 | 832570191 | Surgery Svcs | CT | NA | N/A | false | false |
| Connecticut Proton Therapy Center LLC | ||||||||||
| 789 Howard Ave Suite CB 230 | New Haven | CT | 06519 | Proton Therapy Services | CT | NA | N/A | false | false | |
| Constitution Surgery Center East LLC | ||||||||||
| 174 Cross Road | Waterford | CT | 06385 | 061574704 | Surgery Svcs | CT | NA | N/A | false | false |
| CT GI Endoscopy Center LLC ( Bloomfield) | ||||||||||
| 4 Northwestern Drive | Bloomfield | CT | 06002 | 061573358 | GI Services | CT | NA | N/A | false | false |
| Glastonbury Endoscopy Center LLC | ||||||||||
| 300 Western Blvd Suite B | Glastonbury | CT | 06033 | 261721234 | Endoscopy Svcs | CT | NA | N/A | false | false |
| Glastonbury Surgery Center | ||||||||||
| 195 Eastern Boulevard | Glastonbury | CT | 06033 | 262600828 | Surgery Svcs | CT | NA | N/A | false | false |
| HartfordMiddlesex Clinical System LLC | ||||||||||
| 80 Seymour Street | Hartford | CT | 06110 | 061543605 | Affiliate Support Services | CT | NA | N/A | false | false |
| HHC Hartford Surgery Center LLC | ||||||||||
| 100 Avon Meadow Lane | Avon | CT | 06001 | 812637261 | Surgery Svcs | CT | NA | N/A | false | false |
| HHC Southington Surgery Center LLC | ||||||||||
| 100 Avon Meadow Lane | Avon | CT | 06001 | 465500829 | Surgery Svcs | CT | NA | N/A | false | false |
| Hartford HealthCareGoHealth Urgent Care LLC | ||||||||||
| 5555 Glenridge Connector Suite 700 | ATLANTA | GA | 30342 | 815112698 | Urgent Care Services | DE | NA | N/A | false | false |
| Med East Assoc LLC | ||||||||||
| 1703 West Main Street | Willimantic | CT | 06226 | 061469575 | Outpatient Care Clinic | CT | NA | N/A | false | false |
| New Britain MRI Limited Partnership | ||||||||||
| 100 Grand Street | New Britain | CT | 06050 | 061271349 | Magnetic resonance imaging | CT | NA | N/A | false | false |
| Rocky Hill Surgery Center LLC | ||||||||||
| 1111 Cromwell Avenue Building 1 | Rocky Hill | CT | 06067 | 833096156 | Surgery Svcs | CT | NA | N/A | false | false |
| The Endoscopy Center of Northwest Connecticut LLC | ||||||||||
| 245 Alvord Park Road | Torrington | CT | 06790 | 061609993 | Endoscopy Svcs | CT | NA | N/A | false | false |
| Wallingford Endoscopy Center LLC | ||||||||||
| 863 North Main Street Ext Suite 30 | Wallingford | CT | 06492 | 824601730 | Endoscopy Svcs | CT | NA | N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aetna Ambulance Service Inc | |||||||||||||
| PO Box 1150 | Manchester | CT | 06045 | 060795431 | Ambulance Services | CT | NA | C Corporation | Yes (true) | ||||
| American Ambulance Services Inc | |||||||||||||
| One American Way | Norwich | CT | 06360 | 061028857 | Ambulance Services | CT | NA | S Corporation | Yes (true) | ||||
| American Professional Educational Services Inc | |||||||||||||
| One American Way | Norwich | CT | 06360 | 061459930 | Educational Services | CT | NA | S Corporation | Yes (true) | ||||
| Backus Medical Center Condo Assoc Inc | |||||||||||||
| 330 Washington Street | Norwich | CT | 06360 | 061542647 | Condo Association | CT | NA | C Corporation | Yes (true) | ||||
| CenConn Services Inc | |||||||||||||
| 100 Grand Street | NEW BRITAIN | CT | 06050 | 222836001 | Billing Services | CT | NA | C Corporation | Yes (true) | ||||
| ConnCare Inc | |||||||||||||
| 326 Washington Street | Norwich | CT | 06360 | 061387598 | Health Care Services | CT | NA | C Corporation | Yes (true) | ||||
| HHMOB Corporation | |||||||||||||
| 80 Seymour Street PO Box 5037 | Hartford | CT | 06102 | 061140244 | Real Estate & Parking | CT | NA | C Corporation | Yes (true) | ||||
| Hartford HealthCare Indemnity Services Ltd | |||||||||||||
| Captive Insurance | NA | C Corporation | Yes (true) | FB Perry Bld 40 Church Street Ha | HAMILTON | BD | BD | ||||||
| Hartford Physician Services PC | |||||||||||||
| 80 Seymour Street | Hartford | CT | 06102 | 061254082 | Medical Services | CT | NA | C Corporation | Yes (true) | ||||
| Hunter's Ambulance Service Inc | |||||||||||||
| 450 West Main Street | Meriden | CT | 06451 | 060789464 | Ambulance Services | CT | NA | S Corporation | Yes (true) | ||||
| Meriden Imaging Center Inc | |||||||||||||
| 101 North Plains Industrial Road | Meriden | CT | 06429 | 061541468 | Imaging | CT | NA | S Corporation | Yes (true) | ||||
| Metro Wheelchair Service Inc | |||||||||||||
| PO Box 300 | Manchester | CT | 06045 | 060878432 | Wheelchair Services | CT | NA | C Corporation | Yes (true) | ||||
| The Cancer Care Fund Of The Litchfield Hills Inc | |||||||||||||
| 200 Kennedy Drive | Torrington | CT | 06790 | 510474072 | Cancer Care Fund | CT | NA | C Corporation | Yes (true) | ||||
| Windham Professional Office Condo Assoc | |||||||||||||
| 112 Mansfield Avenue | Willimantic | CT | 06226 | 061090041 | Condo Association | CT | NA | C Corporation | Yes (true) | ||||
| WWB Corporation | |||||||||||||
| 326 Washington Street | Norwich | CT | 06360 | 061094838 | Holding Company | CT | NA | C Corporation | Yes (true) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HARTFORD HOSPITAL | ||
| R | $22,657,183 | FMV |
| WINDHAM FOUNDATION | ||
| C | $847,022 | FMV |
| BACKUS HOSPITAL | ||
| C | $63,467 | FMV |