YALE NEW HAVEN HEALTH SERVICES CORPORATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: YALE NEW HAVEN HEALTH SERVICES CORPORATION (EIN 22-2529464)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-13
IRS object ID: 202432269349301763
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
Form 990
Schedule A
Schedule D
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-13T13:11:39-05:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	345 PARK AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10154	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	222529464	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	YALE NEW HAVEN HEALTH SERVICES	BusinessNameLine1Txt
Business Name Line2	CORPORATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	YALE	BusinessNameControlTxt
Phone	2036882603	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	789 HOWARD AVENUE	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06519	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GAIL KOSYLA	PersonNm
Person Title	EVP, CFO	PersonTitleTxt
Phone	2036882603	PhoneNum
Signature	2024-08-12	SignatureDt
Discuss With Paid Preparer	0	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EVAN W SEEKAMP	PreparerPersonNm
PTIN	P01907071	PTIN
Phone	2127589700	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)
Principal Officer	GAIL KOSYLA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	789 HOWARD AVE	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06519	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,461,860,821	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.YNHHS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1983	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES.	ActivityOrMissionDesc
Voting Members Governing Body	21	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	4282	TotalEmployeeCnt
Total Volunteers	19	TotalVolunteersCnt
Total Gross UBI	$1,864,125	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$78,329	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$6,303,176	CYContributionsGrantsAmt
PY Program Service Revenue	$881,911,125	PYProgramServiceRevenueAmt
CY Program Service Revenue	$899,217,661	CYProgramServiceRevenueAmt
PY Investment Income	$30,963,316	PYInvestmentIncomeAmt
CY Investment Income	-$11,459,040	CYInvestmentIncomeAmt
PY Other Revenue	$8,458,522	PYOtherRevenueAmt
CY Other Revenue	$10,707,503	CYOtherRevenueAmt
PY Total Revenue	$921,332,963	PYTotalRevenueAmt
CY Total Revenue	$904,769,300	CYTotalRevenueAmt
PY Grants And Similar Paid	$441,976	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,108,669	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$500,469,453	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$446,152,679	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$405,425,028	PYOtherExpensesAmt
CY Other Expenses	$470,537,247	CYOtherExpensesAmt
PY Total Expenses	$906,336,457	PYTotalExpensesAmt
CY Total Expenses	$919,798,595	CYTotalExpensesAmt
PY Revenues Less Expenses	$14,996,506	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$15,029,295	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,444,977,032	TotalAssetsBOYAmt
Total Assets EOY	$2,816,591,144	TotalAssetsEOYAmt
Total Liabilities BOY	$2,024,993,474	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,376,833,245	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$419,983,558	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$439,757,899	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO SUPPORT ITS MEMBER HEALTHCARE ORGANIZATIONS FURTHER INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, AND RESEARCH.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$792,988,983	ExpenseAmt
Grant	$3,108,669	GrantAmt
Revenue	$908,061,039	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$792,988,983	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (1)	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	273	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	4282	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	21	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VERNETTE D GRAY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2036889585	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	789 HOWARD AVE	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06519	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MARNA BORGSTROM
FORMER (CURRENT YR COMP)	0.00	0.00	Yes (X)	$0	$6,519,359	$17,602
MARNA BORGSTROM
FORMER (VESTED DEFERRED)	0.00	0.00	Yes (X)	$0	$23,675,898	$0
VINCENT TAMMARO
FORMER (CURRENT YR COMP)	0.00	0.00	Yes (X)	$1,488,355	$0	$121,238
VINCENT TAMMARO
FORMER (VESTED DEFERRED)	0.00	0.00	Yes (X)	$8,362,596	$0	$0
WILLIAM ASELTYNE
ASSOC SEC (CURRENT YR COMP)	36.00	4.00		$1,367,048	$0	$200,005	Yes (X)
WILLIAM ASELTYNE
ASSOC SEC (VESTED DEFERRED)	36.00	4.00		$4,635,093	$0	$0	Yes (X)
VINCENT PETRINI
SVP (CURRENT YR COMP)	30.00	10.00		$644,350	$214,783	$141,612		Yes (X)
VINCENT PETRINI
SVP (VESTED DEFERRED)	30.00	10.00		$2,589,179	$863,059	$0		Yes (X)
JOHN SKELLY
VP (CURRENT YR COMP)	40.00	0.00		$746,214	$0	$133,897			Yes (X)
JOHN SKELLY
VP (VESTED DEFERRED)	40.00	0.00		$1,579,037	$0	$0			Yes (X)
CHRISTOPHER O'CONNOR
CEO/TRUSTEE	20.00	20.00		$1,184,295	$1,184,295	$681,334	Yes (X)			Yes (X)
KEVIN MYATT
FORMER OFFICER	0.00	0.00	Yes (X)	$1,188,992	$0	$0
THOMAS BALCEZAK
EVP & CCO	36.00	4.00		$1,575,875	$0	$522,756		Yes (X)
KEITH CHURCHWELL
EVP & PRESIDENT	4.00	36.00		$154,326	$1,388,932	$508,545		Yes (X)
PATRICK GREEN
EVP	12.00	28.00		$325,576	$759,676	$372,127		Yes (X)
LISA STUMP
SVP/CIO	39.00	1.00		$1,084,735	$0	$370,942		Yes (X)
ANNE DIAMOND
EVP	2.00	38.00		$989,744	$0	$381,269			Yes (X)
DIANE KELLY
EVP	2.00	38.00		$1,009,578	$0	$359,507			Yes (X)
RICHARD D'AQUILA
FORMER OFFICER	0.00	0.00	Yes (X)	$0	$680,688	$0
STEPHEN ALLEGRETTO
FORMER OFFICER	0.00	0.00	Yes (X)	$768,730	$0	$0
THOMAS NEWMAN
SVP	40.00	0.00		$866,769	$0	$300,543			Yes (X)
MATTHEW COMERFORD
SVP/CSO	40.00	0.00		$867,825	$0	$267,272			Yes (X)
PATRICK MCCABE
FORMER OFFICER	0.00	0.00	Yes (X)	$1,015,220	$0	$90,086
MELISSA TURNER
SVP/CHRO	16.00	24.00		$304,749	$457,125	$302,340		Yes (X)
MICHAEL ANGELINI
SVP, TREASURER, CIO	38.00	2.00		$757,775	$0	$246,139	Yes (X)
LORRAINE LEE
SVP	39.00	1.00		$686,765	$0	$237,136		Yes (X)
PAMELA SUTTON-WALLACE
COO	20.00	20.00		$298,232	$298,232	$238,120		Yes (X)
IAN SCHWARTZ
FORMER OFFICER	0.00	0.00	Yes (X)	$586,005	$0	$82,419
CAROLYN SALSGIVER
FORMER OFFICER	0.00	0.00	Yes (X)	$550,394	$0	$222,212
JAMES MORRIS
FORMER OFFICER	0.00	0.00	Yes (X)	$444,063	$0	$2,769
DENISE FIORE
FORMER OFFICER	0.00	0.00	Yes (X)	$593,810	$0	$22,507
PRATHIBHA VARKEY
FORMER OFFICER	0.00	0.00	Yes (X)	$361,875	$0	$0
DAVID WURCEL
FORMER OFFICER	0.00	0.00	Yes (X)	$264,755	$0	$0
GAIL KOSYLA
EVP/CFO/TREASURER	38.00	2.00		$55,575	$0	$11,167	Yes (X)
VINCENT CALARCO
CHAIR/TRUSTEE	1.00	1.00		$0	$0	$0	Yes (X)			Yes (X)
JOSEPH CRESPO
SECRETARY/TRUSTEE	1.00	0.00		$0	$0	$0	Yes (X)			Yes (X)
MARY FARRELL
VICE CHAIR/TRUSTEE	1.00	1.00		$0	$0	$0	Yes (X)			Yes (X)
W ROBERT BERKLEY JR
TRUSTEE	1.00	3.00		$0	$0	$0				Yes (X)
JACK CALLAHAN
TRUSTEE	1.00	0.00		$0	$0	$0				Yes (X)
JOCELYN CUNNINGHAM
TRUSTEE	1.00	0.00		$0	$0	$0				Yes (X)
JOHN FALCONI
TRUSTEE	1.00	2.00		$0	$0	$0				Yes (X)
CARLTON HIGHSMITH
TRUSTEE	1.00	0.00		$0	$0	$0				Yes (X)
AARON HOLLANDER
TRUSTEE	1.00	1.00		$0	$0	$0				Yes (X)
THOMAS KETCHUM
TRUSTEE	1.00	1.00		$0	$0	$0				Yes (X)
JOHN LAHEY
TRUSTEE	1.00	0.00		$0	$0	$0				Yes (X)
LINDA LORIMER
TRUSTEE	1.00	1.00		$0	$0	$0				Yes (X)
JAMES MITCHELL
TRUSTEE	1.00	4.00		$0	$0	$0				Yes (X)
B MICHAEL RAUH
TRUSTEE	1.00	1.00		$0	$0	$0				Yes (X)
MEREDITH REUBEN
TRUSTEE	1.00	1.00		$0	$0	$0				Yes (X)
PETER SALOVEY
TRUSTEE	1.00	1.00		$0	$0	$0				Yes (X)
SCOTT STROBEL
TRUSTEE	1.00	0.00		$0	$0	$0				Yes (X)
ELLIOT SUSSMAN
TRUSTEE	1.00	1.00		$0	$0	$0				Yes (X)
JAMES TORGERSON
TRUSTEE	1.00	1.00		$0	$0	$0				Yes (X)
ED RODRIGUEZ
TRUSTEE	1.00	2.00		$0	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$37,347,535	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$36,042,047	TotReportableCompRltdOrgAmt
Total Other Compensation	$5,833,544	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1421	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MCCARTHY MAMBRO BERTINO LLC
580 HARRISON AVE SUITE 102	BOSTON	MA	02118	MARKETING SERVICES	$10,968,843
TRIMEDX INC
5451 LAKEVIEW PKWY S DRIVE	INDIANAPOLIS	IN	46268	CONSULTING SERVICES	$8,227,426
ROBERT HALF INTERNATIONAL INC
100 PEARL STREET SUITE 15A	HARTFORD	CT	06473	STAFFING SERVICES	$5,649,837
AQUITY SOLUTIONS LLC
125 EDINBURGH SOUTH DRIVE SUITE 31	CARY	NC	27511	SCRIBING & CODING SERVICES	$4,208,534
MEDICALLY HOME GROUP AQUISITION LLC
133 BROOKLINE AVE	BOSTON	MA	02215	MEDICAL SERVICES	$3,759,806

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	187	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$6,303,176	AllOtherContributionsAmt
Total Contributions	$6,303,176	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT SERVICES	561499	$789,248,323	$789,248,323
INSURANCE PREMIUMS	900099	$85,683,963	$85,683,963
EMERGENCY PREPAREDNESS	900099	$24,285,375	$24,285,375

Field	Value	IRS element (for citing)
Total Program Service Revenue	$899,217,661	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,279,023	TotalRevenueColumnAmt
Exclusion	$7,279,023	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$68,274	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$52,518	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$15,756	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,756	TotalRevenueColumnAmt
Related Or Exempt Func Income	$15,756	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$538,272,500	SecuritiesAmt
Other	$28,440	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$557,039,003	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$18,766,503	SecuritiesAmt
Other	$28,440	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$18,738,063	TotalRevenueColumnAmt
Exclusion	-$18,738,063	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
VENDOR REBATES	900099	$4,571,709	$4,571,709
OTHER ANCILLARY INCOME	900099	$4,255,913	$4,255,913
MANAGEMENT SERVICES	561499	$1,864,125		$1,864,125

Field	Value	IRS element (for citing)
Other Revenue Total	$10,691,747	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$904,769,300	TotalRevenueColumnAmt
Related Or Exempt Func Income	$908,061,039	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,864,125	UnrelatedBusinessRevenueAmt
Exclusion	-$11,459,040	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,108,669	TotalAmt
Program Services	$3,108,669	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$18,101,084	TotalAmt
Management And General	$18,101,084	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$345,988,181	TotalAmt
Program Services	$305,853,552	ProgramServicesAmt
Management And General	$40,134,629	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$19,053,997	TotalAmt
Program Services	$16,843,733	ProgramServicesAmt
Management And General	$2,210,264	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$35,408,657	TotalAmt
Program Services	$31,301,253	ProgramServicesAmt
Management And General	$4,107,404	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$27,600,760	TotalAmt
Program Services	$24,399,072	ProgramServicesAmt
Management And General	$3,201,688	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$16,481,408	TotalAmt
Management And General	$16,481,408	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,584,000	TotalAmt
Management And General	$1,584,000	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$135,147	TotalAmt
Management And General	$135,147	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$144,449,375	TotalAmt
Program Services	$127,693,247	ProgramServicesAmt
Management And General	$16,756,128	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$25,165,194	TotalAmt
Program Services	$22,246,032	ProgramServicesAmt
Management And General	$2,919,162	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$132,366,321	TotalAmt
Program Services	$117,011,828	ProgramServicesAmt
Management And General	$15,354,493	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$989,312	TotalAmt
Program Services	$874,552	ProgramServicesAmt
Management And General	$114,760	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$119,465	TotalAmt
Program Services	$119,465	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$47,896,759	TotalAmt
Program Services	$42,340,735	ProgramServicesAmt
Management And General	$5,556,024	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$100,027,671	TotalAmt
Program Services	$100,027,671	ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
DUES, FEES & MEMBERSHIP	$690,415	$610,327	$80,088
BOOKS & SUBSCRIPTIONS	$503,663	$445,238	$58,425
PARKING TAX	$128,517	$113,609	$14,908

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$919,798,595	TotalAmt
Program Services	$792,988,983	ProgramServicesAmt
Management And General	$126,809,612	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$697,174,196	BOYAmt
EOY	$379,585,043	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$983,648	BOYAmt
EOY	$846,863	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$928,499,315	BOYAmt
EOY	$1,037,276,936	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$14,165,651	BOYAmt
EOY	$11,776,497	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$28,254,708	BOYAmt
EOY	$17,249,686	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$645,792,833	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$457,172,390	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$196,861,020	BOYAmt
EOY	$188,620,443	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$112,345,414	BOYAmt
EOY	$510,243,807	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$383,206,894	BOYAmt
EOY	$383,322,657	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$52,050,105	BOYAmt
EOY	$52,050,105	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$31,436,081	BOYAmt
EOY	$235,619,107	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,444,977,032	BOYAmt
EOY	$2,816,591,144	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$238,725,325	BOYAmt
EOY	$416,790,757	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$160,415,487	BOYAmt
EOY	$76,801,805	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,595,429,392	BOYAmt
EOY	$1,553,443,587	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$30,423,270	BOYAmt
EOY	$329,797,096	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,024,993,474	BOYAmt
EOY	$2,376,833,245	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	$383,782,469	BOYAmt
EOY	$403,556,810	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$36,201,089	BOYAmt
EOY	$36,201,089	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$419,983,558	BOYAmt
EOY	$439,757,899	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,444,977,032	BOYAmt
EOY	$2,816,591,144	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$15,029,295	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$42,998,728	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$8,195,092	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	6	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
YALE NEW HAVEN HOSPITALINC
060646652	3	Yes (1)	$0	$0
BRIDGEPORT HOSPITAL
060646554	3	Yes (1)	$0	$0
GREENWICH HOSPITAL
060646659	3	Yes (1)	$0	$0
NORTHEAST MEDICAL GROUP INC
061330992	10	Yes (1)	$119,059,929	$0
LAWRENCE MEMORIAL HOSPITAL INC
060646704	3	Yes (1)	$0	$0
LMW HEALTHCARE INC
460543230	3	Yes (1)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	6	SupportedOrganizationsTotalCnt
Support Sum	$119,059,929	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	0	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	0	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	0	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART IV, SECTION A, LINE 1:

IN ADDITION TO THE ORGANIZATIONS EXPRESSLY NAMED IN ITS CERTIFICATE OF INCORPORATION, THE ORGANIZATION'S CERTIFICATE OF INCORPORATION PROVIDES THAT IT SHALL SUPPORT SUCH OTHER ORGANIZATIONS AS MAY, FROM TIME TO TIME, BECOME AFFILIATED WITH THE ORGANIZATION.

PART IV, SECTION B, LINE 1

AS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM, THE ORGANIZATION IS RESPONSIVE TO THE NEEDS AND DEMANDS OF ITS MEMBER HOSPITALS AND OTHER HEALTH CARE PROVIDERS (REFERRED TO AS DELIVERY NETWORKS). THE ORGANIZATION CREATES VALUE FOR THE DELIVERY NETWORKS AND SUPPORTS THEIR OPERATIONS BY CENTRALIZING CERTAIN ADMINISTRATIVE SERVICES WITHIN THE ORGANIZATION AND SPREADING THE COSTS OF THESE SERVICES ACROSS ALL OF THE DELIVERY NETWORKS. IN THIS WAY, THE DELIVERY NETWORKS OBTAIN THE SERVICES, EXPERTISE, INFRASTRUCTURE AND ECONOMIES OF SCALE OF A MUCH LARGER HEALTH SYSTEM. SYSTEM-WIDE SERVICES INCLUDE, IN PART, POPULATION HEALTH TECHNOLOGY, BILLING, INFORMATION TECHNOLOGY INFRASTRUCTURE, COMPLIANCE AND LEGAL AND RISK MANAGEMENT. SUPPORTING THESE "BACK OFFICE" SERVICES AND OTHER VALUE-CREATING ATTRIBUTES ALLOW THE DELIVERY NETWORKS TO FREE UP MEASURABLE RESOURCES, GENERATE NEW REVENUE FOR INVESTMENT IN THEIR RESPECTIVE LOCAL AND REGIONAL MISSIONS AND FOCUS ON PATIENT OUTCOMES AND THE HEALTH OF THE COMMUNITIES THEY SERVE. THE CHAIRS OF YALE NEW HAVEN HOSPITAL, BRIDGEPORT HOSPITAL, GREENWICH HOSPITAL AND LAWRENCE + MEMORIAL HOSPITAL SERVE AS VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FURTHER, A NUMBER OF THE ORGANIZATION'S SENIOR EXECUTIVES HAVE DELIVERY NETWORK SPECIFIC ROLES AND RESPONSIBILITIES AND REPRESENT THE INTERESTS OF THOSE DELIVERY NETWORKS. THE DELIVERY NETWORKS HAVE APPROVAL RIGHTS WITH RESPECT TO, IN PART, ARTICULATING THE LOCAL DIMENSIONS OF THE SYSTEM MISSION, VISION AND VALUES AND STRATEGY, OVERSEEING AND ASSURING PERFORMANCE IN CLINICAL QUALITY AND PATIENT SAFETY, DEVELOPING THE OPERATING AND CAPITAL BUDGETS AND OVERSEEING THEM IN THE CONTEXT OF THE OVERALL SYSTEM BUDGET, OVERSEEING PUBLIC RELATIONS, COMMUNITY ENGAGEMENT, AND LOCAL GOVERNMENT RELATIONS AND APPROVING THE LOCAL COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN.

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,980,000	OtherCostOrOtherBasisAmt
Book Value	$7,980,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$32,831,182	OtherCostOrOtherBasisAmt
Depreciation	$2,448,996	DepreciationAmt
Book Value	$30,382,186	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$15,993,991	OtherCostOrOtherBasisAmt
Depreciation	$1,514,334	DepreciationAmt
Book Value	$14,479,657	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$580,631,754	OtherCostOrOtherBasisAmt
Depreciation	$453,209,060	DepreciationAmt
Book Value	$127,422,694	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,355,906	OtherCostOrOtherBasisAmt
Book Value	$8,355,906	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$188,620,443	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVEST. YALE ENDOWMENT FUND	$195,249,887	F
SURRENDER VALUE LIFE INS.	$2,395,949	F
ALTERNATIVE INVESTMENTS	$80,288,034	F
UNRESTRICTED INVESTMENTS	$232,309,937	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$510,243,807	TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (13 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVEST. IN L+M CORP	$277,307,150	C
INVEST. IN NEPC/VHA	$262,192	C
INVEST. IN PATIENT WISDOM	$138,411	C
INVEST. IN MCIC VERMONT	$1,000,000	C
INVEST. IN N. SHORE LIJ	$639,496	C
MCIC EQUITY	$89,414,716	C
INVEST. IN PHYSICIAN ONE URGENT CARE	$3,947,708	C
INVEST. IN SILVER HILL HOSPITAL	$2,003,964	C
INVEST. IN PROTON THERAPY	$346,362	C
INVEST. IN PANDA HEALTH	$1,000,000	C
HSC INNOVATIONS INVESTMENT	$4,392,375	C
OTHER INVESTMENTS	$870,281	C
INVEST. IN STAG PARMA	$2,000,002	C

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$383,322,657	TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
RIGHT OF USE ASSET	$26,071,633
PROFESSIONAL LIABILITIES INSURANCE RECOVERIES	$193,992,348
LM NOVATED CAPITAL	$3,780,126
DEP IN HSC MCIC TAIL LIAB	$11,775,000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$235,619,107	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
ACCRUED SUPPLEMENTAL RETIREMENT	$16,089,842
CURRENT PORTION OF LONG TERM DEBT	$40,615,020
INTEREST RATE SWAP	-$42,366,291
PROFESSIONAL LIABILITY INSURANCE	$312,477,191
RETRO INSURANCE CREDIT	$2,981,334

Field	Value	IRS element (for citing)
Total Liability	$329,797,096	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	YALE NEW HAVEN HEALTH SERVICES CORPORATION IS INCLUDED IN THE CONSOLIDATED YALE NEW HAVEN HEALTH SYSTEM AND SUBSIDIARIES AUDITED FINANCIAL STATEMENTS. FOLLOWING IS THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS: MOST ENTITIES WITHIN THE SYSTEM ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. PROVISIONS FOR INCOME TAXES AND DEFERRED TAXES, WHERE APPLICABLE, HAVE BEEN MADE FOR THE TAXABLE ENTITIES LISTED ABOVE UNDER THE DESCRIPTION OF THE SYSTEM. GAAP REQUIRES THE SYSTEM TO EVALUATE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SYSTEM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE SYSTEM RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THIS EVALUATION HAD NO IMPACT ON THE OPERATIONS OF THE SYSTEM AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
CHRISTIAN COMMUNITY COMMISSION INC
681 DIXWELL AVENUE	NEW HAVEN	CT	06519	311609929	501(C)(3)	$7,500	$0	SUPPORT MISSION
FAIRFIELD UNIVERSITY
1073 NORTH BENSON ROAD	FAIRFIELD	CT	06824	060646623	501(C)(3)	$130,500	$0	SUPPORT MISSION
GATEWAY COMMUNITY COLLEGE FOUNDATION INC
20 CHURCH STREET	NEW HAVEN	CT	06510	223135128	501(C)(3)	$96,000	$0	SUPPORT MISSION
GOVERNORS PARTNERSHIP TO PROTECT CONNECTICUT'S WORKFORCE INC
1077 SILAS DEAN HIGHWAY UNIT 333	WETHERSFIELD	CT	06109	061275193	501(C)(3)	$10,000	$0	SUPPORT MISSION
QUINNIPIAC UNIVERSITY
275 MOUNT CARMEL AVENUE	HAMDEN	CT	065191908	060646701	501(C)(3)	$71,500	$0	SUPPORT MISSION
NAACP OF GREATER NEW HAVEN
545 WHALLEY AVE	NEW HAVEN	CT	06511	131084135	501(C)(3)	$15,500	$0	SUPPORT MISSION
NEW HAVEN PROMISE
28 LINCOLN WAY	NEW HAVEN	CT	06510	811267064	501(C)(3)	$500,000	$0	SUPPORT MISSION
SOUTHERN CONNECTICUT STATE UNIVERSITY FOUNDATION INC
501 CRESCENT STREET	NEW HAVEN	CT	06515	237208882	501(C)(3)	$1,099,520	$0	SUPPORT MISSION
DOWNTOWN EVENING SOUP KITCHEN INC
PO BOX 1478	NEW HAVEN	CT	065061478	222985448	501(C)(3)	$102,500	$0	SUPPORT MISSION

Field	Value	IRS element (for citing)
Total501c3 Org	9	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	NONE OF THE AMOUNTS REPORTED ON SCHEDULE I, PART II ARE GRANTS. THESE AMOUNTS ARE DONATIONS AND SPONSORSHIPS GIVEN TO ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF THEIR CHARITABLE MISSION. YALE NEW HAVEN HEALTHCARE SERVICES CORPORATION ("HSC") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)(3) OR ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR SUPPORT THE GREATER GOOD IN THE COMMUNITIES SERVED. HSC VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO HSC. ASSISTANCE DONATED BY HSC TO THESE QUALIFYING ORGANIZATIONS IS NOT OUTCOMES-BASED AND IS GIVEN IN SUPPORT OF AN INDIVIDUAL ORGANIZATION'S FUNDRAISING EVENTS OR IN SUPPORT OF DIRECT SERVICES. HSC MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED, HOWEVER DOES NOT MONITOR SPECIFIC FUNDS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 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
MARNA BORGSTROM
FORMER (CURRENT YR COMP)	$0	$660,409	$0	$5,858,950	$0	$0	$0	$12,130	$0	$5,472	$0	$6,536,961	$0	$0
MARNA BORGSTROM
FORMER (VESTED DEFERRED)	$0	$0	$0	$0	$0	$23,675,898	$0	$0	$0	$0	$0	$23,675,898	$0	$10,450,866
VINCENT TAMMARO
FORMER (CURRENT YR COMP)	$553,782	$0	$352,400	$0	$582,173	$0	$109,160	$0	$12,078	$0	$1,609,593	$0	$0	$0
VINCENT TAMMARO
FORMER (VESTED DEFERRED)	$0	$0	$0	$0	$8,362,596	$0	$0	$0	$0	$0	$8,362,596	$0	$2,900,115	$0
WILLIAM ASELTYNE
ASSOC SEC (CURRENT YR COMP)	$977,723	$0	$268,691	$0	$120,634	$0	$175,550	$0	$24,455	$0	$1,567,053	$0	$0	$0
WILLIAM ASELTYNE
ASSOC SEC (VESTED DEFERRED)	$0	$0	$0	$0	$4,635,093	$0	$0	$0	$0	$0	$4,635,093	$0	$2,023,692	$0
VINCENT PETRINI
SVP (CURRENT YR COMP)	$443,059	$147,686	$132,563	$44,188	$68,728	$22,909	$92,662	$30,887	$13,547	$4,516	$750,559	$250,186	$0	$0
VINCENT PETRINI
SVP (VESTED DEFERRED)	$0	$0	$0	$0	$2,589,179	$863,059	$0	$0	$0	$0	$2,589,179	$863,059	$1,189,613	$396,537
JOHN SKELLY
VP (CURRENT YR COMP)	$536,045	$0	$135,555	$0	$74,614	$0	$110,372	$0	$23,525	$0	$880,111	$0	$0	$0
JOHN SKELLY
VP (VESTED DEFERRED)	$0	$0	$0	$0	$1,579,037	$0	$0	$0	$0	$0	$1,579,037	$0	$1,579,037	$0
CHRISTOPHER O'CONNOR
CEO/TRUSTEE	$876,960	$876,960	$233,934	$233,934	$73,401	$73,401	$328,339	$328,339	$12,328	$12,328	$1,524,962	$1,524,962	$0	$0
KEVIN MYATT
FORMER OFFICER	$0	$0	$210,605	$0	$978,387	$0	$0	$0	$0	$0	$1,188,992	$0	$930,000	$0
THOMAS BALCEZAK
EVP & CCO	$1,090,565	$0	$322,400	$0	$162,910	$0	$498,101	$0	$24,655	$0	$2,098,631	$0	$0	$0
KEITH CHURCHWELL
EVP & PRESIDENT	$109,230	$983,067	$32,240	$290,160	$12,856	$115,705	$48,946	$440,517	$1,908	$17,174	$205,180	$1,846,623	$0	$0
PATRICK GREEN
EVP	$234,863	$548,014	$69,155	$161,361	$21,558	$50,301	$104,391	$243,580	$7,247	$16,909	$437,214	$1,020,165	$0	$0
LISA STUMP
SVP/CIO	$760,086	$0	$219,040	$0	$105,609	$0	$347,185	$0	$23,757	$0	$1,455,677	$0	$0	$0
ANNE DIAMOND
EVP	$737,564	$0	$225,680	$0	$26,500	$0	$357,930	$0	$23,339	$0	$1,371,013	$0	$0	$0
DIANE KELLY
EVP	$692,909	$0	$259,560	$0	$57,109	$0	$341,487	$0	$18,020	$0	$1,369,085	$0	$0	$0
RICHARD D'AQUILA
FORMER OFFICER	$0	$0	$0	$0	$0	$680,688	$0	$0	$0	$0	$0	$680,688	$0	$533,688
STEPHEN ALLEGRETTO
FORMER OFFICER	$0	$0	$115,188	$0	$653,542	$0	$0	$0	$0	$0	$768,730	$0	$444,188	$0
THOMAS NEWMAN
SVP	$633,299	$0	$174,900	$0	$58,570	$0	$281,263	$0	$19,280	$0	$1,167,312	$0	$0	$0
MATTHEW COMERFORD
SVP/CSO	$646,184	$0	$170,940	$0	$50,701	$0	$243,641	$0	$23,631	$0	$1,135,097	$0	$0	$0
PATRICK MCCABE
FORMER OFFICER	$365,024	$0	$220,126	$0	$430,070	$0	$79,958	$0	$10,128	$0	$1,105,306	$0	$0	$0
MELISSA TURNER
SVP/CHRO	$236,166	$354,249	$41,830	$62,746	$26,753	$40,130	$111,274	$166,911	$9,662	$14,493	$425,685	$638,529	$0	$0
MICHAEL ANGELINI
SVP, TREASURER, CIO	$507,664	$0	$212,650	$0	$37,461	$0	$221,647	$0	$24,492	$0	$1,003,914	$0	$0	$0
LORRAINE LEE
SVP	$489,214	$0	$143,450	$0	$54,101	$0	$212,687	$0	$24,449	$0	$923,901	$0	$0	$0
PAMELA SUTTON-WALLACE
COO	$285,127	$285,127	$12,500	$12,500	$605	$605	$115,935	$115,935	$3,125	$3,125	$417,292	$417,292	$0	$0
IAN SCHWARTZ
FORMER OFFICER	$387,573	$0	$164,230	$0	$34,202	$0	$66,045	$0	$16,374	$0	$668,424	$0	$0	$0
CAROLYN SALSGIVER
FORMER OFFICER	$397,715	$0	$100,532	$0	$52,147	$0	$197,942	$0	$24,270	$0	$772,606	$0	$0	$0
JAMES MORRIS
FORMER OFFICER	$13,921	$0	$86,336	$0	$343,806	$0	$2,769	$0	$0	$0	$446,832	$0	$296,250	$0
DENISE FIORE
FORMER OFFICER	$244,952	$0	$143,170	$0	$205,688	$0	$17,756	$0	$4,751	$0	$616,317	$0	$106,000	$0
PRATHIBHA VARKEY
FORMER OFFICER	$0	$0	$0	$0	$361,875	$0	$0	$0	$0	$0	$361,875	$0	$319,500	$0
DAVID WURCEL
FORMER OFFICER	$0	$0	$0	$0	$264,755	$0	$0	$0	$0	$0	$264,755	$0	$264,755	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINES 4A-B

LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED CHRISTOPHER O'CONNOR - $ 451,787 - THOMAS J. BALCEZAK - 287,752 - KEITH CHURCHWELL - 287,752 - PATRICK GREEN - 207,474 - LISA STUMP - 200,002 - ANNE DIAMOND - 195,136 - DIANE KELLY - 191,912 - THOMAS NEWMAN - 165,413 - MELISSA TURNER - 142,536 - MATTHEW COMERFORD - 123,891 - PAMELA SUTTON-WALLACE - 120,000 - MICHAEL ANGELINI - 109,898 - CAROLYN SALSGIVER - 103,281 - LORRAINE LEE - 96,338 - GAIL KOSYLA - 10,962 - VINCENT TAMMARO 480,000 - - PATRICK MCCABE 307,200 - - THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS SENIOR LEADERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). THE INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) ARE AMOUNTS VESTED DURING THE 2022 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2022 CALENDAR YEAR FORM W-2. SRIP EDCAP MARNA BORGSTROM $ 21,401,958 - VINCENT TAMMARO 7,361,833 1,000,763 WILLIAM ASELTYNE 4,635,093 - VINCENT PETRINI 3,452,238 - JOHN SKELLY 1,283,814 295,223 THE FOLLOWING REPORTED INDIVIDUAL(S) RECEIVED A PAYMENT FROM A NONQUALIFIED PLAN. THE PAYMENT WAS MADE DIRECTLY TO THE INDIVIDUAL(S) FROM THE RABBI TRUST AND REPORTED IN THE INDIVIDUALS' 2022 FORM W-2 ISSUED BY THE RABBI TRUST. MARNA BORGSTROM $ 1,615,537 RICHARD D'AQUILA 196,168 GAYLE CAPOZZALO 113,613 VINCENT TAMMARO 78,763 KEVIN MYATT 69,589 DAVID WURCEL 60,324 STEPHEN ALLEGRETTO 58,565 PATRICK MCCABE 48,524 JAMES MORRIS 25,881 DENISE FIORE 24,807

PART I, LINE 7

THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CHEFA - SERIES A
A	060806186	20774YQY6	2014-06-23	$102,300,000	REFUND - J-1	0	0	Yes (1)
CHEFA - SERIES B
B	060806186	20774YQP5	2014-06-23	$168,275,000	REFUND - M	0	0	Yes (1)
CHEFA - SERIES C
C	060806186	20774YQM2	2014-06-23	$83,625,000	REFUND - K-1,K-2	0	0	Yes (1)
CHEFA - SERIES D
D	060806186	20774YQN0	2014-06-23	$108,275,000	REFUND - L-1,L-2	0	0	Yes (1)

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt	Credit EnhancementCreditEnhancementAmt
A	$122,999,458	$1,465,826	$121,533,632	2014	0	Yes (1)	Yes (1)	Yes (1)
B	$176,852,421	$1,474,421	$175,378,000	2014	0	Yes (1)	Yes (1)	Yes (1)
C	$90,442,157	$680,898	$89,725,000	2014	Yes (1)	0	Yes (1)	Yes (1)	$66,040,000	$36,261
D	$109,094,865	$771,839	$108,279,287	2014	Yes (1)	0	Yes (1)	Yes (1)		$43,739

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)	0.00020	0.00020	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	0.00000	0.00000	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	0.00300	0.00300	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	0.00020	0.00020	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: CHEFA - SERIES A DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2020 ISSUER NAME: CHEFA - SERIES B DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2020 ISSUER NAME: CHEFA - SERIES C DATE THE REBATE COMPUTATION WAS PERFORMED: 06/23/2019 ISSUER NAME: CHEFA - SERIES D DATE THE REBATE COMPUTATION WAS PERFORMED: 06/23/2019 ISSUER NAME: CHEFA - SERIES E DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2020
PART II LINE 3	THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART II, LINE 3 IS DUE TO EITHER INVESTMENT EARNINGS OR PREMIUM RECEIVED FROM PURCHASER.
PART III LINE 3B	THE ORGANIZATION IS A MEMBER OF THE YALE NEW HAVEN HEALTH OBLIGATED GROUP ("YNHHS"). YNHHS HAS IN-HOUSE LEGAL COUNSEL STAFF WHO REVIEW MANAGEMENT, OR SERVICE CONTRACTS AND RESEARCH AGREEMENTS RELATING TO THE FINANCED PROPERTY TO ENSURE THAT SUCH AGREEMENTS ARE COMPLIANT WITH APPLICABLE SAFE HARBORS. IN-HOUSE COUNSEL CONSULTS WITH THE ORGANIZATION'S OUTSIDE BOND COUNSEL AS NEEDED, INCLUDING ON NON-ROUTINE ISSUES.
PART III, LINE 9 & PART V	AS PART OF THE YALE NEW HAVEN HEALTH OBLIGATED GROUP, THE ORGANIZATION HAS POLICIES AND PROCEDURES IN PLACE TO ENSURE COMPLIANCE WITH FEDERAL TAX LAW, AND TO TIMELY IDENTIFY NONCOMPLIANCE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	CHEFA - SERIES E	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	060806186	BondIssuerEIN
CUSIP	20774YRV1	CUSIPNum
Bond Issued	2014-06-23	BondIssuedDt
Issue Price	$80,935,000	IssuePriceAmt
Purpose	CONSTRUCTION/EQUIP	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	Yes (1)	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$24,540,000	RetiredAmt
Total Proceeds	$92,315,918	TotalProceedsAmt
Issuance Costs From Proceeds	$1,157,121	IssuanceCostsFromProceedsAmt
Capital Expenditures	$91,158,797	CapitalExpendituresAmt
Substantial Completion	2015	SubstantialCompletionYr
Refunding Tax Exempt Bonds	0	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	Yes (1)	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (1)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (1)	EngageBondCounselContractsInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00210	PrivateBusUseByOthersPct
Total Private Business Use	0.00210	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	Yes (1)	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	MARY-JANE CALLAHAN	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SEE PART V - COLUMN D	RelationshipDescriptionTxt
Transaction	$179,303	TransactionAmt
Transaction	SEE PART V	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART IV, COLUMN (D)	FormAndLineReferenceDesc
Explanation	BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS NAME OF INTERESTED PERSON: MARY-JANE CALLAHAN TRUSTEE JACK CALLAHAN'S SISTER, MARY-JANE CALLAHAN, IS EMPLOYED BY YALE NEW HAVEN HEALTH SERVICES CORPORATION AND RECEIVED COMPENSATION OVER $10,000.00 DURING THE TAX YEAR BY THE ORGANIZATION.AMOUNT OF TRANSACTION: $179,303	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A	YALE NEW HAVEN HEALTH SYSTEM (YNHHS) IS A NONPROFIT HEALTH SYSTEM THAT INCLUDES FIVE ACUTE-CARE HOSPITALS (BRIDGEPORT, GREENWICH, LAWRENCE + MEMORIAL, WESTERLY AND YALE NEW HAVEN HOSPITALS), A MULTISPECIALTY MEDICAL GROUP (NORTHEAST MEDICAL GROUP) AND DOZENS OF OUTPATIENT LOCATIONS STRETCHING FROM WESTCHESTER COUNTY, NEW YORK, TO WESTERLY, RHODE ISLAND. YNHHS HAS A FORMAL CLINICAL AFFILIATION AGREEMENT WITH YALE UNIVERSITY SCHOOL OF MEDICINE ("YSM"), A DIVISION OF YALE UNIVERSITY, TO SUPPORT PATIENT CARE, FACULTY, MEDICAL EDUCATION AND CLINICAL RESEARCH. YNHHS IS ALSO CLINICALLY AFFILIATED WITH YSM'S CLINICAL PRACTICE YALE MEDICINE ("YM"), WHICH IS A DIVISION OF YALE UNIVERSITY. YNHHS, WITH ITS ALIGNED PARTNER YALE SCHOOL OF MEDICINE, IS COMMITTED TO INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, RESEARCH AND SERVICE TO ITS COMMUNITIES. BY LEVERAGING ITS COLLECTIVE EXPERTISE TO IMPROVE PROCESSES, TO EMPOWER EMPLOYEES, AND TO ENHANCE ACCESSIBILITY, YNHHS IS ENSURING THE DELIVERY OF COMPASSIONATE, SAFE, HIGH-QUALITY CARE TO PATIENTS. YALE NEW HAVEN HOSPITAL WAS THE FIRST IN CONNECTICUT TO OFFER THE ION ROBOTIC BRONCHOSCOPY SYSTEM HELPING PHYSICIANS DIAGNOSE LUNG CANCER EARLIER AND MORE ACCURATELY, ESTABLISHING A FIRST-IN-CLASS ROBOTIC BRONCHOSCOPY PROGRAM. FOCUSING ON EARLY DIAGNOSIS OF ACUTE MYOCARDIAL INFARCTION, YNHHS HEART AND VASCULAR CENTER ADOPTED THE HIGH SENSITIVITY TROPONIN ASSAY TEST THAT CAN ACCURATELY AND QUICKLY RULE OUT HEART ATTACKS IN PATIENTS WITH SYMPTOMS, PREVENTING UNNECESSARY PROCEDURES AND SHORTENING LENGTH OF STAY. THE CENTER ALSO ADDED A SINGLE-PLANE ANGIOGRAPHY UNIT FOR COMPLEX INTERVENTIONAL RADIOLOGY PROCEDURES, WHICH SUPPORTS IMAGE-GUIDED, NON-SURGICAL TREATMENTS, OFTEN REDUCING THE NEED FOR SURGERY. BRIDGEPORT HOSPITAL PERFORMED ITS 500TH TRANSAORTIC VALVE REPLACEMENT (TAVR). THE BENEFITS OF TAVR, A CATHETER-BASED APPROACH, INCLUDES SMALLER INCISIONS, FASTER RECOVERY AND SHORTER HOSPITAL STAYS. A SIMILAR PROCEDURE CAN BE USED TO REPAIR OR REPLACE FAULTY MITRAL VALVES IN THE HEART AS WELL. USHERING A NEW ERA IN PERSONALIZED ORTHOPEDIC CARE, GREENWICH HOSPITAL CONDUCTED ITS FIRST TOTAL KNEE REPLACEMENT SURGERIES USING ROBOTIC ASSISTANCE. THE ROBOT'S PRECISION REDUCES ERRORS, OPTIMIZES ALIGNMENT AND POSITIONING OF THE PROSTHETIC COMPONENTS, AND HELPS TO PRESERVE HEALTHY TISSUE FOR QUICKER RECOVERY AND REDUCED POSTOPERATIVE PAIN. LAWRENCE + MEMORIAL HOSPITAL ADDED A SOPHISTICATED BRAIN MONITORING DEVICE THAT PROVIDES EARLY IDENTIFICATION OF SILENT SEIZURES IN CRITICALLY ILL PATIENTS BEING TREATED IN THE HOSPITAL'S INTENSIVE CARE OR CRITICAL CARE UNITS. THE MONITOR CONSISTS OF A HEADBAND AND A POCKET-SIZE DATA RECORDER. STAFF VIEW THE PATIENT'S NEUROLOGIC ACTIVITY REMOTELY VIA AN ONLINE PORTAL TO DETERMINE IF THE PATIENT REQUIRES IMMEDIATE INTERVENTION. WORKING WITH YALE SCHOOL OF MEDICINE, YNHHS DEVELOPED HUNDREDS OF CARE SIGNATURE PATHWAYS, TOOLS USED TO PROVIDE THE SAFEST, HIGHEST-QUALITY, EVIDENCE-BASED HEALTH CARE CONSISTENTLY THROUGHOUT THE HEALTH SYSTEM. YNHHS WAS ONE OF 10 RECIPIENTS AWARDED FUNDS FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION TO DEVELOP INNOVATIVE INFECTION PREVENTION AND CONTROL APPROACHES NATIONWIDE. THE FOCUS IS TO CREATE SAFER, HEALTHIER SPACES FOR PATIENTS AND STAFF BY IMPROVING THE ABILITY TO PREVENT THE TRANSMISSION OF INFECTIOUS PATHOGENS. YALE NEW HAVEN CHILDREN'S HOSPITAL PARTNERED WITH AMERICAN MEDICAL RESPONSE TO PURCHASE TWO NEW AMBULANCES FOR THE PEDIATRIC AND NEONATAL CRITICAL CARE TEAMS. THE AMBULANCES ARE OUTFITTED WITH ADVANCED TECHNOLOGY AND EQUIPMENT TO STABILIZE, TREAT AND TRANSPORT PEDIATRIC PATIENTS ACROSS THE STATE AND NORTHEAST. YALE NEW HAVEN HEALTH EXPANDED CRITICAL CARE TRANSPORT CAPABILITIES WITH ITS SECOND SKYHEALTH CRITICAL CARE TRANSPORT HELICOPTER. SKYHEALTH FLIES TO REFERRING HOSPITALS THROUGHOUT THE NORTHEAST AND BRINGS PATIENTS TO THE MOST APPROPRIATE YNHHS HOSPITAL FOR SPECIALIZED CARE. COMMITTED TO PROVIDING EQUITABLE PATIENT CARE, FREE OF RACIAL BIAS AND DISPARITY, YNHHS ADOPTED RECOMMENDATIONS TO REMOVE RACE AND ETHNICITY FROM PULMONARY FUNCTION TESTING, KIDNEY FUNCTION TESTS AND IN PREDICTING JAUNDICE IN NEWBORNS. THE TESTING CHANGES REPRESENT ONGOING EFFORTS TO IDENTIFY AND MITIGATE RACIAL AND ETHNIC BIAS IN LAB AND DIAGNOSTIC TESTING ACROSS YNHHS. STUDIES SHOW THAT RACIAL AND ETHNIC MINORITY PATIENTS OFTEN FACE BARRIERS TO HEALTH CARE EXACERBATED BY CHALLENGES RELATED TO INSURANCE, TRANSPORTATION, EDUCATION AND SOCIOECONOMICS. THE HISPANIC BREAST CANCER PROGRAM AT BRIDGEPORT HOSPITAL FOCUSES ON EDUCATION, PREVENTION AND OUTREACH TO THE HISPANIC POPULATION WHILE BREAKING DOWN MISCONCEPTIONS ABOUT TREATMENT AND MISTRUST OF PROVIDERS TO IMPROVE ACCESS TO CARE. PRESS GANEY RECOGNIZED THREE HEALTH SYSTEM DELIVERY NETWORKS WITH ITS HUMAN EXPERIENCE GUARDIAN OF EXCELLENCE AWARDS. GREENWICH HOSPITAL WAS RECOGNIZED AS A HUMAN EXPERIENCE GUARDIAN OF EXCELLENCE AWARD WINNER AND A HUMAN EXPERIENCE PINNACLE OF EXCELLENCE AWARD WINNER. WESTERLY HOSPITAL RECEIVED THE GUARDIAN OF EXCELLENCE - PATIENT EXPERIENCE - MEDICAL PRACTICE SERVICE AWARD, SPECIFICALLY FOR THE CLINICIANS AT SMILOW CANCER HOSPITAL AT WESTERLY. THE PEQUOT HEALTH CENTER EMERGENCY DEPARTMENT WAS RECOGNIZED WITH THE HUMAN EXPERIENCE GUARDIAN OF EXCELLENCE AWARD FOR CONSISTENTLY SETTING HIGH STANDARDS OF PATIENT CARE. THE GUARDIAN OF EXCELLENCE AWARD IS GIVEN TO ORGANIZATIONS THAT HAVE ACHIEVED THE 95TH PERCENTILE OR HIGHER FOR PERFORMANCE IN PATIENT EXPERIENCE. PRESS GANEY WORKS WITH MORE THAN 41,000 HEALTHCARE FACILITIES IN ITS MISSION TO ENHANCE CAREGIVER RESILIENCE AND TO IMPROVE THE OVERALL SAFETY, QUALITY AND EXPERIENCE OF CARE. YNHHS RELEASED THE RESULTS OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), WHICH NOTED FOOD INSECURITY AS AN ISSUE WITHIN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM. EMPLOYEES ACROSS YNHHS DONATED MORE THAN 8,650 POUNDS OF FOOD TO HELP COMBAT FOOD INSECURITY DURING THE 2023 GIVEHEALTHY FOOD DRIVE. THE DONATED FOOD TRANSLATED INTO NEARLY 7,215 MEALS FOR PEOPLE IN NEED THROUGHOUT CONNECTICUT AND IN WESTERLY, RHODE ISLAND. ACCESS ALSO TIES INTO PATIENT THROUGHPUT, MOVING PATIENTS THROUGH THE APPROPRIATE LEVELS OF CARE IN THEIR RECOVERY. THE HOME HOSPITAL PROGRAM, IN ITS SECOND YEAR, PROVIDES ACUTE, INPATIENT-LEVEL CARE IN THE PATIENT'S HOME WITH PHYSICIAN OVERSIGHT, IN-PERSON NURSE VISITS AND TELEHEALTH MONITORING. THE PROGRAM EARNED HIGH PATIENT SATISFACTION SCORES AND CONTRIBUTED TO IMPROVING INPATIENT THROUGHPUT. ACADEMIC HEALTH SYSTEMS, SUCH AS YNHHS, FOCUS ON CLINICAL CARE, TEACHING AND RESEARCH TO CREATE A HEALTHCARE ENVIRONMENT WITH THE BEST POSSIBLE OUTCOMES, CUTTING-EDGE TECHNOLOGIES, RESOURCES AND THERAPIES FOR PATIENTS. YNHHS REMAINS COMMITTED TO SAFETY AND QUALITY OF CARE, THE PATIENT EXPERIENCE, AND EXCEPTIONAL, VALUE-BASED CARE TO EVERY PATIENT, IN EVERY SETTING, EVERY TIME.
FORM 990, PART III, LINE 4A	PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. IN THE EVENT THAT THE ORGANIZATION DOES NOT RECEIVE A RESPONSE FROM ANY SUCH VOTING MEMBER, THE ORGANIZATION REVIEWS OTHER INFORMATION KNOWN TO IT REGARDING THE VOTING MEMBER AND MAKES A REASONABLE ASSESSMENT OF INDEPENDENCE BASED ON THAT INFORMATION.
FORM 990, PART VI, SECTION A, LINE 2	PART VI, LINE 2 - BUSINESS RELATIONSHIPS BETWEEN OFFICERS, TRUSTEES, OR KEY EMPLOYEES TWO OF THE TRUSTEES OF THE YALE NEW HAVEN HEALTH SERVICES CORPORATION BOARD ALSO SERVE AS TRUSTEES OF A FOR-PROFIT BOARD, IN WHICH ONE OF THE TRUSTEES HAS A FINANCIAL INTEREST.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE YNHHS TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE DIRECTOR AND VP OF CORPORATE FINANCE. SUBSEQUENTLY IT IS SENT TO KPMG LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUP ARE CLEARED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MAKES AVAILABLE A COMPLETE COPY OF THE RETURN TO ITS BOARD OF TRUSTEES. A SECURE WEB PORTAL IS AVAILABLE TO BOARD MEMBERS TO ACCESS THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO PROMPTLY REPORT CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT TO DEVELOP A PLAN TO MITIGATE ANY ACTUAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED WITH WHICH SHE OR HE HAD AN ACTUAL OR POTENTIAL CONFLICT AND THE ACTUAL OR POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION PROCESS FOR CEO/TOP OFFICIAL: COMPENSATION PROCESS FOR CEO/TOP OFFICIALS: THE TOP HSC OFFICIAL IS AN EMPLOYEE OF YNHHS. THE YNHHS COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (THE "YNHHS COMPENSATION COMMITTEE"), WHICH INCLUDES A REPRESENTATIVE OF THE ORGANIZATION, IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR YNHHS OFFICERLEVEL EXECUTIVES, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR YNHHS OFFICERLEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD OF TRUSTEES ON AN ANNUAL BASIS. IN ADDITION, THE YNHHS COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL YNHHS OFFICERLEVEL EXECUTIVES, AND ASSURES THAT ALL OFFICERLEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE YNHHS COMPENSATION COMMITTEE CONSISTS OF TRUSTEES WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICERLEVEL EXECUTIVE COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMMITTEES IN ITS COMPENSATION DELIBERATIONS IS COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE YNHHS COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE YNHHS COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE COMMITTEE, AND PROVIDED TO THE BOARD OF TRUSTEES OF YNHHS AND HSC. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OTHER OFFICERS COMPENSATION PROCESS FOR OFFICERS: CERTAIN OFFICERS ARE EMPLOYEES OF YNHHS, OTHER OFFICERS ARE EMPLOYED DIRECTLY BY THE ORGANIZTION. COMPENSATION DETERMINATIONS OF YNHHS EMPLOYED OFFICERS ARE MADE BY THE YNHHS COMPENSATION COMMITTEE. COMPENSATION DETERMINATIONS OF CERTAIN EMPLOYED OFFICERS ARE ALSO REVIEWED AND APPROVED BY THE YNHHS COMPENSATION COMMITTEE AND SHARED WITH THE COMPENSATION COMMITTEE OR BOARD. THE COMPENSATION COMMITTEES OF YNHHS AND HSC STRIVE TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE YNHHS EXECUTIVE COMPENSATION COMMITTEES ARE RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ALL THEIR RESPECTIVE CORPORATE OFFICERS, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR CORPORATE OFFICERS, AND (3) REPORTING SUCH ACTIONS TO THE FULL NEW HAVEN HOSPITAL AND YNHHS BOARD ON AN ANNUAL BASIS, AS APPLICABLE. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEES, AS APPLICABLE, EXPRESSLY DETERMINE THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, AND ASSURES THAT ALL OFFICER COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED NOTFORPROFIT HEALTHCARE EXECUTIVES IN COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEES CONSIST OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER COMPENSATION DECISIONS MADE BY THE COMMITTEES. THE COMPARABILITY DATA USED TO ASSIST THE EXECUTIVE COMPENSATION COMMITTEES IN THEIR COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEES. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED NOTFORPROFIT HEALTHCARE ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMPENSATION COMMITTEES ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEES, AND PROVIDED TO THE BOARDS OF YNHHS AND/OR HSC, AS APPLICABLE.
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF ALL AVAILABLE DOCUMENTS ARE ACCESSIBLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,744,384. MANAGEMENT AND GENERAL EXPENSES 360,123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,104,507. PERSONNEL SUPPORT/OUTSIDE CONTRACTUAL: PROGRAM SERVICE EXPENSES 120,644,417. MANAGEMENT AND GENERAL EXPENSES 15,831,168. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,475,585. TEMPORARY HELP/TRAINING/DEVELOPMENT: PROGRAM SERVICE EXPENSES 4,304,446. MANAGEMENT AND GENERAL EXPENSES 564,837. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,869,283.
FORM 990, PART XI, LINE 9:	TRANSFER TO HSC 161,519,750. PENSION & POST RETIREMENT CHANGES -169,714,842.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 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
BRIDGEPORT HOSPITAL
267 GRANT STREET	BRIDGEPORT	CT	06610	060646554	HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORP	Yes (1)
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STREET	BRIDGEPORT	CT	06610	222908698	SYSTEM SUPPORT SERVICES	CT	501C3	LINE 7	BRIDGEPORT HOSPITAL	Yes (1)
GREENWICH HOSPITAL
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	060646659	HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORP	Yes (1)
HOME CARE PLUS INC
789 HOWARD AVE	NEW HAVEN	CT	06519	061044331	HOME HEALTHCARE SERVICES	CT	501C3	LINE 10	YALE NEW HAVEN CARE CONTINUUM CORP	Yes (1)
LAWRENCE MEMORIAL CORPORATION
365 MONTAUK AVENUE	NEW LONDON	CT	06320	222553028	PROMOTE HEALTHCARE	CT	501C3	LINE 12A, I	YALE NEW HAVEN HEALTH SERVICES CORP	Yes (1)
LAWRENCE MEMORIAL HOSPITAL INC
365 MONTAUK AVENUE	NEW LONDON	CT	06320	060646704	HEALTHCARE SERVICES	CT	501C3	LINE 3	LAWRENCE MEMORIAL CORPORATION	Yes (1)
LMW HEALTHCARE INC
365 MONTAUK AVENUE	NEW LONDON	CT	06320	460543230	HEALTHCARE SERVICES	RI	501C3	LINE 3	LAWRENCE MEMORIAL CORPORATION	Yes (1)
NORTHEAST MEDICAL GROUP INC
99 HAWLEY LANE	STRATFORD	CT	06614	061330992	HEALTHCARE SERVICES	CT	501C3	LINE 10	YALE NEW HAVEN HEALTH SERVICES CORP	Yes (1)
NORTHEAST MEDICAL GROUP PLLC
99 HAWLEY LANE	STRATFORD	CT	06614	352380180	HEALTHCARE SERVICES	NY	501C3	LINE 12A, I	NORTHEAST MEDICAL GROUP INC	Yes (1)
PERRYRIDGE CORPORATION
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	061207316	SYSTEM SUPPORT SERVICES	CT	501C3	LINE 10	GREENWICH HOSPITAL	Yes (1)
SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
267 GRANT STREET	BRIDGEPORT	CT	06610	061297708	TITLE HOLDING	CT	501C2		BRIDGEPORT HOSPITAL	Yes (1)
THE WESTERLY HOSPITAL FOUNDATION INC
25 WELLS STREET	WESTERLY	RI	02891	050508064	FUNDRAISING SERVICES	RI	501C3	LINE 12A, I	LMW HEALTHCARE INC	Yes (1)
VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC
403 NORTH FRONTAGE ROAD	WATERFORD	CT	06385	060646616	HOME HEALTHCARE SERVICES	CT	501C3	LINE 10	LAWRENCE MEMORIAL CORPORATION	Yes (1)
WESTERLY HOSPITAL AUXILIARY INC
25 WELLS STREET	WESTERLY	RI	02891	222507181	FUNDRAISING ACTIVITIES	RI	501C3	LINE 12A, I	LMW HEALTHCARE INC	Yes (1)
YALE NEW HAVEN CARE CONTINUUM CORP
789 HOWARD AVE	NEW HAVEN	CT	06519	455235566	NURSING HOME	CT	501C3	LINE 3	YALE NEW HAVEN HOSPITAL	Yes (1)
YALE NEW HAVEN HOSPITAL
20 YORK STREET	NEW HAVEN	CT	06504	060646652	HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORP	Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
SHORELINE ENDOSCOPY CENTER LLC (SEE PART VII)
800 BOSTON POST ROAD	GUILFORD	CT	06437	900110459	HEALTHCARE SERVICES	CT	N/A	0	0
YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST
20 YORK STREET	NEW HAVEN	CT	06510	271374301	INVESTMENT	DE		0	0	YALE NEW HAVEN HEALTH SERVICES CORPORATION	RELATED	-$11,863,940	$525,785,941	0.16710
YNHHSCUSP SURGERY CENTERS LLC
15305 DALLAS PKWY STE 1600	ADDISON	TX	75001	384021595	HEALTHCARE SERVICES	CT		0	0	YALE NEW HAVEN HEALTH SERVICES CORPORATION	RELATED			0.51000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
789 HOWARD AVE	NEW HAVEN	CT	06519	061467717	MANAGEMENT SERVICES	CT	N/A	C	$10,317,762	$3,179,276	1.00000	Yes (1)
GREENWICH FERTILITY & IVF PC
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	300145464	HEALTHCARE SERVICES	CT		C	$4,955,268	$2,286,589	1.00000	Yes (1)	GREENWICH HEALTH SERVICES INC
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	453833883	HEALTHCARE SERVICES	NJ		C	$110,138	$419,310	1.00000	Yes (1)	GREENWICH HOSPITAL
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	061540101	HEALTHCARE SERVICES	NY		C	$94	$51,490	1.00000	Yes (1)	GREENWICH HEALTH SERVICES INC
L & M SYSTEMS INC
365 MONTAUK AVENUE	NEW LONDON	CT	06320	222553037	HEALTHCARE RELATED SERVICES	CT		C			1.00000	Yes (1)	LAWRENCE MEMORIAL CORPORATION
L&M HOME CARE SERVICES INC
365 MONTAUK AVENUE	NEW LONDON	CT	06320	061389272	HOME THERAPY	CT		C	$485,261	$6,413,099	1.00000	Yes (1)	L & M SYSTEMS INC
MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC
50 YORK STREET	NEW HAVEN	CT	06511	061087673	PHARMACY	CT		C	$47,396,040	$79,966,189	1.00000	Yes (1)	YORK ENTERPRISES INC
YALE NEW HAVEN AMBULATORY SERVICES
40 TEMPLE STREET	NEW HAVEN	CT	06510	061398526	HEALTHCARE SERVICES	CT		C	$7,019,315	$22,063,186	1.00000	Yes (1)	YALE NEW HAVEN HOSPITAL
YNHH PHYSICIANS CORP
789 HOWARD AVE	NEW HAVEN	CT	06519	061202305	ADMINISTRATIVE SERVICES	CT	N/A	C		$73,012	1.00000	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (1)	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (53 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BRIDGEPORT HOSPITAL
I	$213,743	COST
BRIDGEPORT HOSPITAL
K	$516,955	COST
BRIDGEPORT HOSPITAL
L	$155,002,980	COST
BRIDGEPORT HOSPITAL
P	$153,763,672	COST
BRIDGEPORT HOSPITAL
Q	$115,427,274	COST
BRIDGEPORT HOSPITAL
S	$207,571,885	COST
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
L	$10,317,762	FAIR MARKET VALUE
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
Q	$3,734,368	FAIR MARKET VALUE
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
S	$6,037,411	FAIR MARKET VALUE
GREENWICH HOSPITAL
I	$198,315	COST
GREENWICH HOSPITAL
K	$593,713	COST
GREENWICH HOSPITAL
L	$70,000,142	COST
GREENWICH HOSPITAL
O	$27,182,835	COST
GREENWICH HOSPITAL
P	$117,608,247	COST
GREENWICH HOSPITAL
Q	$95,209,341	COST
GREENWICH HOSPITAL
R	$207,454	COST
GREENWICH HOSPITAL
S	$126,945,431	COST
HOME CARE PLUS INC
M	$6,405,540	COST
HOME CARE PLUS INC
Q	$5,475,558	COST
HOME CARE PLUS INC
R	$4,195,856	COST
LAWRENCE MEMORIAL HOSPITAL INC
L	$54,138,824	COST
LAWRENCE MEMORIAL HOSPITAL INC
M	$14,856,781	COST
LAWRENCE MEMORIAL HOSPITAL INC
O	$27,138,970	COST
LAWRENCE MEMORIAL HOSPITAL INC
P	$160,861,273	COST
LAWRENCE MEMORIAL HOSPITAL INC
Q	$626,683	COST
LAWRENCE MEMORIAL HOSPITAL INC
S	$239,078,745	COST
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
I	$6,884,406	FAIR MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
K	$216,746	FAIR MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
M	$9,465,851	FAIR MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
Q	$126,676	FAIR MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
R	$17,343,357	FAIR MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
S	$989,933	FAIR MARKET VALUE
NORTHEAST MEDICAL GROUP INC
K	$326,503	COST
NORTHEAST MEDICAL GROUP INC
L	$120,564,380	COST
NORTHEAST MEDICAL GROUP INC
M	$37,091,763	COST
NORTHEAST MEDICAL GROUP INC
P	$45,589,550	COST
NORTHEAST MEDICAL GROUP INC
Q	$146,296,842	COST
NORTHEAST MEDICAL GROUP INC
R	$239,254,905	COST
NORTHEAST MEDICAL GROUP INC
S	$123,589,316	COST
SHORELINE ENDOSCOPY CENTER
M	$448,382	FAIR MARKET VALUE
SHORELINE ENDOSCOPY CENTER
R	$914,383	FAIR MARKET VALUE
SHORELINE ENDOSCOPY CENTER
S	$478,177	FAIR MARKET VALUE
YALE NEW HAVEN CARE CONTINUUM CORP
M	$802,325	COST
YALE NEW HAVEN CARE CONTINUUM CORP
Q	$1,963,007	COST
YALE NEW HAVEN CARE CONTINUUM CORP
R	$1,783,633	COST
YALE NEW HAVEN HOSPITAL
I	$995,345	COST
YALE NEW HAVEN HOSPITAL
K	$6,063,669	COST
YALE NEW HAVEN HOSPITAL
L	$445,700,448	COST
YALE NEW HAVEN HOSPITAL
M	$56,084,966	COST
YALE NEW HAVEN HOSPITAL
O	$224,151,122	COST
YALE NEW HAVEN HOSPITAL
P	$1,478,123,923	COST
YALE NEW HAVEN HOSPITAL
Q	$1,376,233,751	COST
YALE NEW HAVEN HOSPITAL
S	$776,941,028	COST

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, RELATED TAX-EXEMPT ORGANIZATIONS	THE GREENWICH HOSPITAL ENDOWMENT FUND INC - AS OF 9/30/2022, GREENWICH HOSPITAL ENDOWMENT FUND NO LONGER HAS 50% OF BOARD OVERLAP WITH GREENWICH HOSPITAL AND IS NOT A RELATED ORGANIZATION. AS SUCH, IT HAS BEEN REMOVED FROM SCHEDULE R, PART II.
PART III, RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP	SHORELINE ENDOSCOPY CENTER LLC - AS OF 10/31/2022, SHORELINE ENDOSCOPY CENTER, LLC (SEC) BECAME A SINGLE-MEMBER LLC, DISREGARDED FOR FEDERAL TAX PURPOSES OWNED BY YALE NEW HAVEN AMBULATORY SERVICES CORPORATION.