WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES INC (EIN 22-2594968)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202302279349304180
- Schema version
- 2020v4.2
- 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 B
- Schedule D
- Schedule J
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T16:54:13-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222594968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN CONNECTICUT HEALTH NETWORK | BusinessNameLine1Txt |
| Business Name Line2 | AFFILIATES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 2037397000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RESERVE ROAD | AddressLine1Txt |
| City | DANBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL DEBARBA | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 2037397000 | PhoneNum |
| Signature | 2023-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | DEBARBA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE F PAGANO | PreparerPersonNm |
| PTIN | P01978122 | PTIN |
| Phone | 6172662000 | PhoneNum |
| Preparation | 2023-08-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL DEBARBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RESERVE ROAD | AddressLine1Txt |
| City | DANBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,388,490 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTERNCONNECTICUTHEALTHNETWORK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE OUTPATIENT HEALTH CARE AND AMBULANCE SERVICES TO DANBURY AND SURROUNDING TOWNS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 163 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,045 | PYContributionsGrantsAmt |
| CY Contributions Grants | $376,001 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,528,626 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,963,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | -$24,667 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,529,671 | PYTotalRevenueAmt |
| CY Total Revenue | $16,314,490 | 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 | $8,298,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,902,132 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,663,296 | PYOtherExpensesAmt |
| CY Other Expenses | $6,028,786 | CYOtherExpensesAmt |
| PY Total Expenses | $13,961,516 | PYTotalExpensesAmt |
| CY Total Expenses | $16,930,918 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,431,845 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$616,428 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,022,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,419,586 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,186,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,374,630 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $835,646 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,956 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BECOME THE PARTNER-IN-HEALTH FOR THE PEOPLE THROUGHOUT THE CORE REGIONS OF WESTERN CONNECTICUT AND THE HUDSON VALLEY OF NEW YORK THROUGH THE EFFICIENT DELIVERY OF EXCELLENT, INNOVATIVE AND COMPASSIONATE CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,087,487 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,651,006 | RevenueAmt |
| Desc | WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES, INC. PRINCIPAL PURPOSE IS TO PROVIDE MEDICAL CARE ON AN OUTPATIENT BASIS. THE ORGANIZATION INITIATES, DEVELOPS, OPERATES AND MAINTAINS PROGRAMS DIRECTED TOWARD IMPROVING THE EFFICIENCY OF HEALTH CARE FACILITIES AND REDUCING THE HIGH COST OF HEALTH CARE TO THE PUBLIC WHILE MAINTAINING HIGH QUALITY. WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES, INC. SERVES INDIVIDUALS OF ALL INCOME LEVELS AND FOLLOWS THE FINANCIAL ASSISTANCE POLICY ESTABLISHED BY ITS PARENT ORGANIZATION, WESTERN CONNECTICUT HEALTH NETWORK, INC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,500,585 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $9,312,150 | RevenueAmt |
| Desc | EMERGENCY MEDICAL SERVICES PROVIDES AMBULANCE SERVICES TO DANBURY AND SURROUNDING TOWNS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,588,072 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 163 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | 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 | KAREN DARCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037394593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RESERVE ROAD | AddressLine1Txt |
| City | DANBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN H ROSENBERG | ||||||||||
| TREASURER/CFO | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,701,396 | $642,496 | |||
| KERRY EATON | ||||||||||
| CHAIRMAN/CHIEF OPERATING OFFICER | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $936,200 | $96,246 | |||
| CAROLYN MCKENNA | ||||||||||
| SECRETARY/CHIEF LEGAL OFFICER | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $646,887 | $16,365 | |||
| JENNIFER L FILIPPONE | ||||||||||
| VP NETWORK OPERATIONS | 3.00 | 40.00 | $0 | $340,279 | $15,295 | Yes (X) | ||||
| MATTHEW G CASSAVECHIA | ||||||||||
| DIRECTOR OF EMS | 40.00 | 0.00 | $252,896 | $0 | $51,970 | Yes (X) | ||||
| JOLEEN DENNISON | ||||||||||
| OPERATIONS MANAGER-DDI | 40.00 | 0.00 | $149,447 | $0 | $25,034 | Yes (X) | ||||
| ANDREW J MATTURRO | ||||||||||
| EMS SUPERVISOR | 40.00 | 0.00 | $161,463 | $0 | $20,718 | Yes (X) | ||||
| WAYNE B WOODTKE | ||||||||||
| EMS OPERATIONS COORDINATOR | 40.00 | 0.00 | $136,368 | $0 | $30,358 | Yes (X) | ||||
| JAMES E STEAD | ||||||||||
| EMS OPERATIONS COORDINATOR | 40.00 | 0.00 | $141,924 | $0 | $45,594 | Yes (X) | ||||
| GORDON K MACCALLA | ||||||||||
| EMS SUPERVISOR | 40.00 | 0.00 | $127,349 | $0 | $41,723 | Yes (X) | ||||
| SHARON ADAMS | ||||||||||
| FORMER DIR./PRES. DANBURY HOSPITAL | 0.00 | 43.00 | $0 | $715,748 | $19,120 | Yes (X) | ||||
| JOHN M MURPHY MD | ||||||||||
| FORMER PRESIDENT/CEO | 0.00 | 40.00 | $0 | $25,534,010 | $4,526,905 | Yes (X) | ||||
| COLLEEN M SCOTT | ||||||||||
| FORMER SECRETARY/VP FINANCE WCHN | 0.00 | 0.00 | $0 | $321,692 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $969,447 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $30,196,212 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,531,824 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DANBURY RADIOLOGY ASSOC PC | |||||
| 60 NEWTOWN ROAD 45 | DANBURY | CT | 06810 | IMAGE READING | $1,071,754 |
| ZOLL MEDICAL CORP | |||||
| 11802 RIDGE PARKWAY STE 400 | BROOMFIELD | CO | 80021 | ELECTRONIC MEDICAL TRACKING | $118,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $376,001 | RelatedOrganizationsAmt |
| Total Contributions | $376,001 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMS SERVICES | 621910 | $9,312,150 | $9,312,150 |
| MEDICAL SERVICES | 621400 | $6,561,369 | $6,561,369 |
| CAREGIVERS AT HM SVCS. | 621610 | $89,637 | $89,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,963,156 | TotalProgramServiceRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $49,333 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $74,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$24,667 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,667 | TotalRevenueColumnAmt |
| Exclusion | -$24,667 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,314,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,963,156 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$24,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,325 | TotalAmt |
| Program Services | $292,001 | ProgramServicesAmt |
| Management And General | $43,324 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,129,822 | TotalAmt |
| Program Services | $7,950,249 | ProgramServicesAmt |
| Management And General | $1,179,573 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,596 | TotalAmt |
| Program Services | $120,689 | ProgramServicesAmt |
| Management And General | $17,907 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,628 | TotalAmt |
| Program Services | $579,629 | ProgramServicesAmt |
| Management And General | $85,999 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,761 | TotalAmt |
| Program Services | $551,008 | ProgramServicesAmt |
| Management And General | $81,753 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,151 | TotalAmt |
| Management And General | $15,151 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,706 | TotalAmt |
| Management And General | $14,706 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,266,639 | TotalAmt |
| Program Services | $1,973,789 | ProgramServicesAmt |
| Management And General | $292,850 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,148 | TotalAmt |
| Program Services | $12,320 | ProgramServicesAmt |
| Management And General | $1,828 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,322 | TotalAmt |
| Program Services | $103,906 | ProgramServicesAmt |
| Management And General | $15,416 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,718 | TotalAmt |
| Program Services | $180,881 | ProgramServicesAmt |
| Management And General | $26,837 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,492 | TotalAmt |
| Program Services | $1,207,307 | ProgramServicesAmt |
| Management And General | $185,185 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,885 | TotalAmt |
| Program Services | $73,047 | ProgramServicesAmt |
| Management And General | $10,838 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149 | TotalAmt |
| Program Services | $130 | ProgramServicesAmt |
| Management And General | $19 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,941 | TotalAmt |
| Program Services | $512,850 | ProgramServicesAmt |
| Management And General | $76,091 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,866 | TotalAmt |
| Program Services | $94,896 | ProgramServicesAmt |
| Management And General | $231,970 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $508,060 | $508,060 | |
| RENTAL AND MAINTENANCE | $485,303 | $422,602 | $62,701 |
| PROFESSIONAL MEMBERSHIP | $5,406 | $4,708 | $698 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,930,918 | TotalAmt |
| Program Services | $14,588,072 | ProgramServicesAmt |
| Management And General | $2,342,846 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,302 | BOYAmt |
| EOY | $64,534 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,913,285 | BOYAmt |
| EOY | $2,370,826 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,669 | BOYAmt |
| EOY | $746,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,969,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,700,357 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,742,955 | BOYAmt |
| EOY | $4,268,901 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,060,252 | BOYAmt |
| EOY | $1,842,250 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,558 | BOYAmt |
| EOY | $126,184 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,022,021 | BOYAmt |
| EOY | $9,419,586 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,569 | BOYAmt |
| EOY | $1,606,295 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,992,806 | BOYAmt |
| EOY | $7,768,335 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,186,375 | BOYAmt |
| EOY | $9,374,630 | 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 | $835,646 | BOYAmt |
| EOY | $44,956 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,646 | BOYAmt |
| EOY | $44,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,022,021 | BOYAmt |
| EOY | $9,419,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$616,428 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$174,262 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376,001 | CurrentTaxYearAmt |
| Total | $379,089 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,363,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,742,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,401,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,528,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,963,156 | CurrentTaxYearAmt |
| Total | $60,999,211 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,363,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,742,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,403,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,529,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,339,157 | CurrentTaxYearAmt |
| Total | $61,378,300 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $61,378,300 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,363,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,742,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,403,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,529,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,339,157 | CurrentTaxYearAmt |
| Total | $61,378,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,349,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,321,241 | DepreciationAmt |
| Book Value | $28,104 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,084,824 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,119,615 | DepreciationAmt |
| Book Value | $965,209 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,535,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $259,501 | DepreciationAmt |
| Book Value | $3,275,588 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,268,901 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTIES | $5,635,137 |
| OPERATING LEASE LIABILITY, LESS CURRENT PORTION | $1,887,945 |
| OPERATING LEASE LIABILITY, CURRENT PORTION | $245,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,768,335 | 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 | AS OF SEPTEMBER 30, 2021, THERE ARE NO UNRECOGNIZED TAX BENEFITS RESULTING FROM UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN M MURPHY MD | ||||||||||||||
| FORMER PRESIDENT/CEO | $0 | $1,557,384 | $0 | $0 | $0 | $23,976,626 | $0 | $4,497,706 | $0 | $29,199 | $0 | $30,060,915 | $0 | $19,319,394 |
| STEVEN H ROSENBERG | ||||||||||||||
| TREASURER/CFO | $0 | $725,983 | $0 | $0 | $0 | $975,413 | $0 | $601,834 | $0 | $40,662 | $0 | $2,343,892 | $0 | $279,293 |
| KERRY EATON | ||||||||||||||
| CHAIRMAN/CHIEF OPERATING OFFICER | $0 | $756,173 | $0 | $60,000 | $0 | $120,027 | $0 | $94,667 | $0 | $1,579 | $0 | $1,032,446 | $0 | $0 |
| SHARON ADAMS | ||||||||||||||
| FORMER DIR./PRES. DANBURY HOSPITAL | $0 | $622,933 | $0 | $0 | $0 | $92,815 | $0 | $14,250 | $0 | $4,870 | $0 | $734,868 | $0 | $0 |
| CAROLYN MCKENNA | ||||||||||||||
| SECRETARY/CHIEF LEGAL OFFICER | $0 | $584,841 | $0 | $0 | $0 | $62,046 | $0 | $14,250 | $0 | $2,115 | $0 | $663,252 | $0 | $0 |
| JENNIFER L FILIPPONE | ||||||||||||||
| VP NETWORK OPERATIONS | $0 | $287,069 | $0 | $30,500 | $0 | $22,710 | $0 | $14,250 | $0 | $1,045 | $0 | $355,574 | $0 | $0 |
| COLLEEN M SCOTT | ||||||||||||||
| FORMER SECRETARY/VP FINANCE WCHN | $0 | $0 | $0 | $0 | $0 | $321,692 | $0 | $0 | $0 | $0 | $0 | $321,692 | $0 | $0 |
| MATTHEW G CASSAVECHIA | ||||||||||||||
| DIRECTOR OF EMS | $251,202 | $0 | $0 | $0 | $1,694 | $0 | $18,113 | $0 | $33,857 | $0 | $304,866 | $0 | $0 | $0 |
| JAMES E STEAD | ||||||||||||||
| EMS OPERATIONS COORDINATOR | $136,019 | $0 | $3,000 | $0 | $2,905 | $0 | $10,509 | $0 | $35,085 | $0 | $187,518 | $0 | $0 | $0 |
| ANDREW J MATTURRO | ||||||||||||||
| EMS SUPERVISOR | $158,097 | $0 | $3,000 | $0 | $366 | $0 | $9,814 | $0 | $10,904 | $0 | $182,181 | $0 | $0 | $0 |
| JOLEEN DENNISON | ||||||||||||||
| OPERATIONS MANAGER-DDI | $148,472 | $0 | $0 | $0 | $975 | $0 | $7,242 | $0 | $17,792 | $0 | $174,481 | $0 | $0 | $0 |
| GORDON K MACCALLA | ||||||||||||||
| EMS SUPERVISOR | $121,652 | $0 | $4,000 | $0 | $1,697 | $0 | $8,044 | $0 | $33,679 | $0 | $169,072 | $0 | $0 | $0 |
| WAYNE B WOODTKE | ||||||||||||||
| EMS OPERATIONS COORDINATOR | $131,449 | $0 | $3,000 | $0 | $1,919 | $0 | $7,052 | $0 | $23,306 | $0 | $166,726 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | WCHNA RELIED ON NUVANCE HEALTH, A RELATED TAX EXEMPT ORGANIZATION, TO APPROVE AND DETERMINE COMPENSATION FOR THE CEO AND TOP MANAGEMENT, WHICH USED A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO GATHER COMPARABLE DATA ON OTHER KEY EMPLOYEES. |
| PART I, LINE 4A: | DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2020, COLLEEN M. SCOTT RECEIVED $321,692 IN SEVERANCE PAYMENTS, SUBSEQUENT TO HER TERMINATION DATE OF NOVEMBER 1, 2019. PART VII OF THE CURRENT YEAR'S TAX RETURN REFLECTS THIS AMOUNT. |
| PART I, LINE 4B: | WESTERN CONNECTICUT HEALTH NETWORK (WCHN), A RELATED ORGANIZATION, PREVIOUSLY ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WHICH PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO KEY MEMBERS OF THE EXECUTIVE GROUP. UNDER THE AGREEMENTS FOR THE SERP, AMOUNTS PROMISED TO ELIGIBLE EXECUTIVES ARE BASED ON TARGETED RETIREMENT BENEFITS AND THE PAYMENT OF BENEFITS IS SUBJECT TO VESTING. THE BENEFITS AT THE VESTED AGE ARE PROVIDED IN THE FORM OF AN ACTUARIAL EQUIVALENT LUMP SUM PLUS A TAX GROSS-UP AMOUNT TO THE PARTICIPANTS. WCHN MAINTAINS AN ACCRUAL ON ITS BOOKS FOR THE PARTICIPANTS OF THE SERP. THE ACCRUALS ARE MAINTAINED SOLELY FOR ACCOUNTING PURPOSES AND ARE UNFUNDED. JOHN M. MURPHY, MD, AND STEVEN H. ROSENBERG PARTICIPATED IN THE SERP AND ACCRUED BENEFITS AS OF SEPTEMBER 30, 2021. FOR CALENDAR YEAR 2020, JOHN M. MURPHY, MD, AND STEVEN H. ROSENBERG RECEIVED A PAYOUT OF $23,800,000, AND $866,877 RESPECTIVELY WHICH IS REFLECTED AS COMPENSATION ON SCHEDULE J, PART II ON THE FORM 990, FOR THE CURRENT YEAR. KERRY EATON PARTICIPATES IN A SERP PLAN WITH HEALTH QUEST SYSTEMS, INC. (HEALTH QUEST), A RELATED ORGANIZATION. HEALTH QUEST MADE THE FOLLOWING CONTRIBUTIONS TO THE PARTICIPANTS, WHICH ARE REPORTED ON SCHEDULE J, PART II: KERRY EATON - $77,567 EFFECTIVE OCTOBER 1, 2020, NUVANCE HEALTH ESTABLISHED AN EXECUTIVE RETIREMENT PLAN IN ORDER TO PROVIDE NONQUALIFIED DEFINED CONTRIBUTION RETIREMENT BENEFITS TO DESIGNATED KEY MEMBERS OF ITS EXECUTIVE MANAGEMENT TEAM, SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 OR TIER 2 EXECUTIVE POSITIONS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN CALENDAR YEAR 2020, CONTRIBUTIONS RELATED TO THIS PLAN ARE INCLUDED IN EACH PARTICIPANT'S WAGES AND ARE REFLECTED IN THE AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III) - OTHER REPORTABLE INCOME. |
| PART I, LINE 7: | NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN (EXCERPTS FROM) THE PURPOSE OF THE NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIIVE PLAN ("PLAN") IS TO ENGAGE AND MOTIVATE THE ORGANIZATION'S LEADERS TO FURTHER THE CHARITABLE MISSION OF NUVANCE HEALTH AND ITS AFFILIATES AND SUBSIDIARIES, BY PROMOTING EFFECTIVE MANAGEMENT OF OPERATIONS, DELIVERY OF HIGH QUALITY CARE AND SERVICE, AND RESPONSIBLE USE OF RESOURCES TO MEET COMMUNITY NEEDS. THIS PLAN IS INTENDED TO ASSIST NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES TO ATTRACT AND RETAIN LEADERSHIP WITH THE TALENT AND EXPERIENCE NEEDED TO BE SUCCESSFUL BY PROVIDING MEANINGFUL INCENTIVES AND REWARDS FOR OUTSTANDING PERFORMANCE. INDIVIDUALS MUST BE AN ELIGIBLE EMPLOYEE TO BE CONSIDERED AS A PARTICIPANT IN THIS PLAN. AN ELIGIBLE EMPLOYEE IS AN INDIVIDUAL EMPLOYED BY NUVANCE HEALTH AND HOLDS A POSITION ASSIGED TO ONE OF THE FOLLOWING TIERS, AS OF APRIL 30TH OF THE PLAN YEAR: -TIER I, CEO, SENIOR EXECUTIVE -TIER II, EXECUTIVE -TIER III, SENIOR LEADER (A) -TIER III, SENIOR LEADER (B) -TIER IV, LEADER (A) ORGANIZATIONAL GOALS ARE GENERALLY BASED ON THE FOLLOWING CATEGORIES AND ARE WEIGHTED THROUGH A SPLIT BETWEEN ORGANIZATIONAL AND INDIVIDUAL: -QUALITY AND SERVICE -PEOPLE AND CULTURE -PATIENT EXPERIENCE -FINANCIAL STRENGTH EACH PLAN YEAR, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD ("THE COMMITTEE"), IN ITS SOLE DISCRETION AND UNLESS OTHERWISE APPROPRIATELY DELEGATED, SELECTS PARTICIPANTS FROM A LIST OF ELIGIBLE EMPLOYEES NOMINATED BY THE CEO. THE CEO, EX OFFICIO, IS AN ELIGIBLE EMPLOYEE FOR PURPOSES OF SELECTION TO PARTICIPATE IN THE PLAN. EACH PLAN YEAR, THE COMMITTEE, BASED ON INPUT FROM THE CEO, MAY ESTABLISH A THRESHOLD AWARD, A TARGET AWARD AND/OR A MAXIMUM AWARD FOR EACH PARTICIPANT. AWARD OPPORTUNITIES ARE ESTABLISED BASED ON COMPETITIVE MARKET PRACTICES AND ON NUVANCE HEALTH'S COMPENSATION PHILOSOPHY. AWARD OPPORTUNITIES MAY BE BASED ON ADDITIONAL FACTORS, INCLUDING NUVANCE HEALTH'S FINANCIAL AND OPERATIONAL PERFORMANCE, REFLECTING MARKET PAY PRACTICES AND BENCHMARKING FOR COMPARABLE POSITIONS, AND ANY OTHER FACTORS DEEMED RELEVANT BY THE COMMITTEE. EACH PLAN YEAR, THE COMMITTEE, AND UNLESS OTHERWISE APPROPRIATELY DELEGATED FOR ANY PLAN YEAR, SHALL ESTABLISH PERFORMANCE GOALS TO EVALUATE THE PERFORMANCE OF EACH PARTICIPANT. AFTER COMPLETION OF EACH PLAN YEAR, THE COMMITTEE MAY EVELUATE WHETHER THE PERFORMANCE OF NUVANCE HEALTH AND PARTICIPANT MEETS OR EXCEEDS THE PERFORMANCE GOALS ESTABLISHED FOR THE PLAN YEAR. IF PERFORMANCE WARRANTS, THE COMMITTEE MAY APPROVE A FINAL AWARD AMOUNT FOR EACH PARTICIPANT AND APPROVE ANY ADDITIONAL CONDITION ON PAYMENT OF THE AWARD. NUVANCE HEALTH EXECUTIVE LONG TERM INCENTIVE PLAN (EXCERPTS FROM) ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 EXECUTIVE POSITIONS SHALL BE ELIGIBLE EMPLOYEES TO PARTICIPATE IN THE PLAN. UNDER THE PLAN, PARTICIPANTS WILL BE ELIGIBLE TO RECEIVE INCENTIVE AWARD PAYMENTS BASED UPON THE ACHIEVEMENT OF SELECTED AND STRATEGICALLY-IMPORTANT PERFORMANCE GOALS IDENTIFIED FOR EACH PERFORMANCE PERIOD. THE AWARD OPPORTUNITIES FOR AN ELIGIBLE EMPLOYEE WITH RESPECT TO A PERFORMANCE PERIOD SHALL BE EXPRESSED AS A PERCENTAGE OF HIS OR HER AVERAGE BASE SALARY IN EFFECT DURING THE APPLICABLE PERFORMANCE PERIOD. PRIOR TO THE BEGINNING OF EACH PERFORMANCE PERIOD, THE COMMITTEE MAY ESTABLISH A MINIMUM PERFORMANCE REQUIREMENT FOR NUVANCE HEALTH. NO FINAL AWARDS MAY BE GRANTED TO ANY PARTICIPANT FOR A PERFORMANCE PERIOD IN WHICH MINIMUM PERFORMANCE REQUIREMENTS, IN ANY, WERE NOT MET. THE FINAL AWARD PAYABLE TO EACH PARTICIPANT WILL BE DETERMINED WITHIN 60 DAYS FOLLOWING THE END OF THE PERFORMANCE PERIOD. AWARDS FOR A GIVEN PERFORMANCE PERIOD WILL BE PAID IN A SINGLE LUMP-SUM ON THE PAYMENT DATE PROVIDED HOWEVER, THAT NO PAYMENT WILL BE MADE UNTIL THE RESULTS ARE VERIFIED AND AUDITED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THERE ARE NO INDEPENDENT GOVERNING BOARD MEMBERS BECAUSE ALL MEMBERS OF THE GOVERNING BOARD ARE COMPENSATED BY A RELATED ORGANIZATION. HOWEVER, WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES, INC. (WCHNA) IS PART OF AN INTEGRATED DELIVERY SYSTEM THAT DOES HAVE A MORE THAN MAJORITY INDEPENDENT BOARD. FURTHER THIS GOVERNANCE STRUCTURE HAS NOT CHANGED RELATIVE TO INDEPENDENCE SINCE IT WAS RECOGNIZED AS EXEMPT BY THE IRS AFTER IT WAS ORGANIZED. |
| FORM 990, PART VI, SECTION A, LINE 6 | WESTERN CONNECTICUT HEALTH NETWORK, INC. IS THE SOLE MEMBER OF WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES. NUVANCE HEALTH IS THE SOLE MEMBER OF WESTERN CONNECTICUT HEALTH NETWORK, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER SHALL BE RESPONSIBLE FOR ELECTING, AT THE ANNUAL MEETING OF THE MEMBERSHIP, THE MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION TO SERVE FOR THREE YEAR TERMS AND UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN FUNDAMENTAL DECISIONS TO BE UNDERTAKEN BY THE CORPORATION REQUIRE THE APPROVAL OF THE MEMBER, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: 1) ELECTION OR REMOVAL OF A DIRECTOR OR AN OFFICER WHO IS NOT AN EMPLOYEE OR CONTRACTOR 2) AMENDMENT OF THE CORPORATION'S ORGANIZATIONAL DOCUMENTS 3) ADOPTION OF OR REVISIONS TO POLICY RELATING TO THE CONTROL AND SUPERVISION OF THE INVESTMENT OF THE CORPORATION'S FUNDS. 4) ADOPTION OF OR AMENDMENT TO ANY OF THE CORPORATION'S QUALIFIED OR NON-QUALIFIED BENEFIT PLAN. 5) ADOPTION OF OR REVISIONS OF SYSTEM-WIDE QUALITY, PERFORMANCE, AND CREDENTIALING STANDARDS AND PROCEDURES. 6) APPROVAL OF ALL AUDIATED FINANCIAL STATEMENTS, WHICH INCLUDES REVIEW OF THE SYSTEM-WIDE ACCOUNTING POLICIES AND CONTROLS AND THE SELECTION OF INFEPENDENT AUDITORS. 7) ADOPTION OF OR ANY MATERIAL REVISIONS TO THE CAPITAL BUDGET AND OPERATING BUDGET. 8) ADOPTION OF, REVISIONS TO, AND OVERSIGHT OF ANY SYSTEM-WIDE POLICIES AND PRACTICES RELATING TO REGULATORY COMPLIANCE. 9) ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, FILING OF ANY PETITION IN VOLUNTARY BANKRUPTCY, FILING OF ANY PETITION ANSWER SEEKING REORGANIZATION, OR AN ARRANGMENT WITH CREDITORS UNDER FEDERAL BANKRUPTCY LAW. 10) ANY CHANGE IN THE TAX STATUS OF OR REVISION OF THE CHARITY CARE POLICIES. 11) ANY MERGER, CONSOLIDATION OR SIMILAR TRANSACTION 12) ANY INCURRENCE, ASSUMPTION, OR GUARANTEE OF ANY DEBT THE ACTIONS LISTED BELOW WHICH REQUIE APPROVAL OF THE BOARD, MUST ALSO BE APPROVED BY THE MEMBER: 1) AMENDMENT OF CERTIFICATE OF INCORPORATION OF THE CORPORATION. 2) ANY SALE, LEASE, EXHANGE OR OTHER DISPOSITON OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION, OR THE PURCHASE, SALE, MORTGAGE, LEASE, EXCHANGE OR OTHER DISPOSITION OF REAL PROPERTY OF OR FOR THE CORPORATION. 3) A MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION. 4) ANY DISSOLUTION OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM USING INFORMATION PROVIDED BY THE ORGANIZATION AND A DRAFT FORM 990 IS REVIEWED BY INTERNAL MANAGEMENT. A COMPLETE DRAFT IS THEN POSTED TO AN INTRANET SITE FOR NUVANCE BOARD MEMBERS, THE ULTIMATE PARENT OF THE ORGANIZATION, TO REVIEW PRIOR TO FILING. THE FORM 990 IS THEN SIGNED AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, TRUSTEES/DIRECTORS, KEY EMPLOYEES AND OTHER DISQUALIFIED PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. RESPONSES ARE REVIEWED BY THE CHIEF COMPLIANCE, AUDIT & PRIVACY OFFICER. ALSO, THEY ARE REQUIRED TO DISCOSE ANY CONFLICT TO THE BOARD OR DIRECTLY TO THE CHAIRMAN PRIOR TO ANY MEETING. AFTER A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED ALONG WITH ALL RELATED MATERIAL FACTS, THE BOARD PROCEEDS TO DISCUSS AND DETERMINE THROUGH A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER AN ACTUAL CONFLICT OR DUALITY OF INTEREST EXISTS. IF THE INTERESTED PERSON IS PRESENT AT THE START OF THE DISCUSSION, HE OR SHE MAY ANSWER QUESTIONS RELATED TO THE MATTER AND PROVIDE ADDITIONAL, RELEVANT FACTS BUT IS REQUIRED TO LEAVE THE MEETING DURING DELIBERATIONS REGARDING WHETHER AN ACTUAL CONFLICT OR DUALITY OF INTEREST EXISTS. FORM 990, PART VI, LINES 13 & 14: THE POLICIES EXIST AT THE PARENT LEVEL, WHICH ARE FOLLOWED BY EACH ENTITY AND ARE APPROVED BY THE PARENT BOARD, BUT NOT EACH INDIVIDUAL BOARD. THIS EXCLUDES THE RECORD RETENTION POLICY, WHICH IS APPROVED ONLY BY THE PARENT AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15B | COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES: NUVANCE HEALTH'S EXECUTIVE TOTAL REWARDS PHILOSOPHY IS DESIGNED TO ALIGN WITH THE COMPANY'S STRATEGIC DIRECTION, AND TO REINFORCE ITS CORE MISSION, VISION AND VALUES. IN ORDER TO ACHIEVE ITS OVERALL PERFORMANCE OBJECTIVES, NUVANCE HEALTH PROVIDES TOTAL REWARDS PROGRAMS THAT RECOGNIZE EXECUTIVES FOR PERFORMING WORK WELL TO ENSURE THE ACHIEVEMENT OF COMPANY GOALS. THESE PROGRAMS SERVE TO PROMOTE THE ATTRACTION, ENGAGEMENT, AND RETENTION OF TALENTED EXECUTIVES THROUGHOUT THEIR CAREERS WITH NUVANCE HEALTH. THE TOTAL REWARDS PROGRAMS ARE DESIGNED TO BE MARKET COMPETITIVE, COMPLIANT WITH REGULATORY GUIDELINES REFLECTIVE OF BEST PRACTICES, AND DIFFERENTIATED TO CREATE STRONG COMPETITIVE ADVANTAGE. TOTAL REWARDS PROGRAMS ARE REVIEWED ON AN ONGOING BASIS TO ENSURE CONTINUED MARKET COMPETITIVENESS, RELEVANT VALUE TO EXECUTIVES, AND FISCAL RESPONSIBILITY. TOTAL REWARDS FOR NUVANCE HEALTH EXECUTIVES CONSISTS OF KEY COMPONENTS OF COMPENSATION AND BENEFITS. OVERALL EXECUTIVE REWARDS PROGRAM WILL EMPHASIZE PERFORMANCE-BASED ELEMENTS, WHEREBY TARGETED LEVELS OF COMPENSATION WILL ONLY BE ACHIEVED IF THE ORGANIZATION AND INDIVIDUAL ACHIEVE "STRETCH" GOALS AND OBJECTIVES. BASED ON THE LABOR MARKETS FOR TALENT FOR EXECUTIVE ROLES, NUVANCE HEALTH WILL UTILIZE A WEIGHTED BLEND OF BOTH NATIONAL COMPARABLY-SIZED HEALTH CARE PROVIDER MARKET DATA WITH A +30% GEOGRAPHIC DIFFERENTIAL APPLIED (DIFFERENTIAL TO BE VALIDATED ON A PERIODIC BASIS) AT TWO-THIRDS WEIGHT AND NATIONAL COMPARABLY-SIZED GENERAL INDUSTRY DATA, FOR IDENTIFIED ROLES WHERE SKILL SETS OVERLAP AT ONE-THIRD WEIGHT. GEOGRAPHIC DIFFERENTIAL REFLECTS THE OBSERVED AND REPORTED COMPENSATION DIFFERENTIAL BETWEEN NUVANCE HEALTH'S OPERATING REGION AND THE BROADER NATIONAL HEALTH CARE PROVIDER MARKET. NUVANCE HEALTH'S TOTAL REWARDS PHILOSOPHY AND PRACTICES ARE TARGETED AT THE 50TH PERCENTILE OF THE RELEVANT MARKET FOR BASE SALARY, AND 75TH PERCENTILE FOR TOTAL CASH AND TOTAL DIRECT (WHERE AVAILABLE) COMPENSATION ELEMENTS IF TARGET PERFORMANCE IS ACHIEVED UNDER VARIABLE COMPENSATION PROGRAMS. NUVANCE HEALTH'S COMMITTEE HAS DISCRETION TO POSITION INDIVIDUAL LEVELS ABOVE OR BELOW THIS TARGETED COMPETITIVE POSITIONING, BASED ON SUCH FACTORS AS POSITIONING TO MARKET, HIGH DEMAND SKILLSETS AND DIFFICULT TO FILL OR CRITICAL TO THE ORGANIZATION'S STRATEGY AND SUCCESS. OUR GOVERNANCE PROMOTES CONSISTENCY AND EQUITY; PROVIDES CLARITY AND GUIDANCE TO DECISION-MAKERS; ENSURES STANDARD PROCESSES AND PROCEDURES FOR ASSESSING, CALIBRATING, ADMINISTERING, AND DELIVERING EFFECTIVE TOTAL REWARDS THROUGHOUT THE NUVANCE HEALTH SYSTEM. OVERSIGHT AND GOVERNANCE OF THE EXECUTIVE COMPENSATION PHILOSOPHY AND PROGRAMS FOR ELIGIBLE EXECUTIVES/DISQUALIFIED INDIVIDUALS (CURRENTLY CEO, PRESIDENT AND TIERS 1 AND 2) WILL BE AT THE COMPENSATION COMMITTEE OF THE BOARD LEVEL, AND WILL FOLLOW A STRUCTURED AND RIGOROUS PROCESS TO ENSURE COMPLIANCE WITH INTERMEDIATE SANCTIONS UNDER IRS GUIDELINES. |
| FORM 990, PART VI, SECTION C, LINE 19 | POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE DOCUMENTS ARE PROVIDED EITHER ELECTRONICALLY OR PAPER COPIES. IN ADDITION, CERTAIN FINANCIAL INFORMATION IS AVAILABLE ON VARIOUS WEBSITES DUE TO REGULATORY FILING SUCH AS THE 990 AND BOND HOLDER REQUIREMENTS. |
| FORM 990, PART VII (ADDT'L INFORMATION) | FOR THOSE OFFICERS AND TOP 5 EMPLOYEES, FOR WHICH ONLY 40 HOURS IS NOTED TO REFLECT PAID HOURS, ACTUAL HOURS WORKED EXCEEDED THIS AMOUNT. NOTE: ALL AMOUNTS IN COLUMN F, OF PART VII, "ESTIMATED AMOUNT OF OTHER COMPENSATION," REPRESENTS BENEFITS, AND DO NOT REFLECT ANY COMPENSATION FOR WHICH THE AVERAGE AMOUNT OF TIME WORKED CAN BE REFLECTED. |
| FORM 990, PART IX, LINE 11G | HEALTHCARE PROFESSIONALS: PROGRAM SERVICE EXPENSES 1,185,250. MANAGEMENT AND GENERAL EXPENSES 175,855. TOTAL EXPENSES 1,361,105. PURCHASE SERVICES: PROGRAM SERVICE EXPENSES 788,539. MANAGEMENT AND GENERAL EXPENSES 116,995. TOTAL EXPENSES 905,534. |
| FORM 990, PART XI, LINE 9: | REALLOCATION OF COVID STIMULUS FUNDS TO OTHER NUVANCE ENTITIES -114,472. CUMULATIVE EFFECT ADJUSTMENT UPON THE ADOPTION OF ASC 842 LEASES -59,792. ROUNDING 2. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAMO AMBULANCE SERVICES INC | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141745417 | TRANSPORTATION | NY | 501(C)(3) | 12, TYPE III-FI | HQ | Yes (1) | |
| DANBURY HOSP & NEW MILFORD HOSP FDN INC | |||||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | 237425557 | FUNDRAISING | CT | 501(C)(3) | 7 | WCHN | Yes (1) | |
| DANBURY HOSPITAL | |||||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | 060646597 | ACUTE CARE | CT | 501(C)(3) | 3 | WCHN | Yes (1) | |
| EASTERN NEW YORK MEDICAL SERVICES PC | |||||||||||
| 100 RESERVE ROAD | DANBURY | CT | 06810 | 455431389 | PHYSICIAN SERVICES | NY | 501(C)(3) | 10 | WCHN | Yes (1) | |
| HEALTH QUEST HOME CARE (CERTIFIED) | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141788412 | HOME HEALTH | NY | 501(C)(3) | 10 | HQ | Yes (1) | |
| HEALTH QUEST HOME CARE (LICENSED) | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141788410 | HOME HEALTH | NY | 501(C)(3) | 10 | HQ | Yes (1) | |
| NUVANCE HEALTH MEDICAL PRACTICE PC | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 562669185 | MEDICAL CARE | NY | 501(C)(3) | 10 | HQ | Yes (1) | |
| HEALTH QUEST SYSTEMS INC | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141678068 | MANAGEMENT | NY | 501(C)(3) | 10 | NUVANCE | Yes (1) | |
| HEALTH QUEST URGENT MEDICAL PRACTICE PC | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 800152047 | MEDICAL CARE | NY | 501(C)(3) | 10 | HQ | Yes (1) | |
| HUDSON VALLEY CARDIOVASCULAR PRACTICE PC | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 463756713 | MEDICAL CARE | NY | 501(C)(3) | 10 | HQ | Yes (1) | |
| NDH FOUNDATION | |||||||||||
| 6531 SPRINGBROOK AVENUE | RHINEBECK | NY | 12572 | 141776208 | FUNDRAISING | NY | 501(C)(3) | 7 | HQ | Yes (1) | |
| NORTHERN DUTCHESS HOSPITAL | |||||||||||
| 6511 SPRINGBROOK AVENUE | RHINEBECK | NY | 12572 | 141338467 | HOSPITAL | NY | 501(C)(3) | 3 | HQ | Yes (1) | |
| NORTHERN DUTCHESS RES HEALTHCARE FACILITY | |||||||||||
| 6526 SPRINGBROOK AVENUE | RHINEBECK | NY | 12572 | 223129608 | NURSING HOME | NY | 501(C)(3) | 10 | HQ | Yes (1) | |
| NORWALK HOSPITAL FOUNDATION | |||||||||||
| 34 MAPLE STREET | NORWALK | CT | 06856 | 222577707 | FUNDRAISING | CT | 501(C)(3) | 7 | WCHN | Yes (1) | |
| NUVANCE HEALTH | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 834214573 | SUPPORT | NY | 501(C)(3) | 12, TYPE III-FI | 0 | N/A | |
| NUVANCE HEALTH MEDICAL PRACTICE CT INC | |||||||||||
| 100 RESERVE ROAD | DANBURY | CT | 06810 | 061137531 | PHYSICIAN SERVICES | CT | 501(C)(3) | 10 | WCHN | Yes (1) | |
| PUTNAM HOSPITAL CENTER | |||||||||||
| 670 STONELEIGH AVENUE | CARMEL | NY | 10512 | 146019179 | HOSPITAL | NY | 501(C)(3) | 3 | HQ | Yes (1) | |
| PUTNAM HOSPITAL CENTER FOUNDATION | |||||||||||
| 670 STONELEIGH AVENUE | CARMEL | NY | 10512 | 061399319 | FUNDRAISING | NY | 501(C)(3) | 12, TYPE I | HQ | Yes (1) | |
| THE NORWALK HOSPITAL ASSOCIATION | |||||||||||
| 24 STEVENS STREET | NORWALK | CT | 06850 | 066068853 | HEALTH SERVICES | CT | 501(C)(3) | 3 | WCHN | Yes (1) | |
| VASSAR BROTHERS HOSPITAL FOUNDATION | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141736429 | FUNDRAISING | NY | 501(C)(3) | 7 | HQ | Yes (1) | |
| VASSAR BROTHERS MEDICAL CENTER | |||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | 141338586 | HOSPITAL | NY | 501(C)(3) | 3 | HQ | Yes (1) | |
| VASSAR HEALTH CONNECTICUT INC | |||||||||||
| 50 HOSPITAL HILL ROAD | SHARON | CT | 06069 | 815056290 | HOSPITAL | CT | 501(C)(3) | 3 | HQ | Yes (1) | |
| WELLS MANOR HOUSING DEVELOPMENT FUND CORP | |||||||||||
| 56 ASTOR DRIVE | RHINEBECK | NY | 12572 | 112611902 | LOW INCOME | NY | 501(C)(3) | PRIVATE FOUNDATION | HQ | Yes (1) | |
| WESTERN CONNECTICUT HOME CARE INC | |||||||||||
| 100 SAW MILL ROAD | DANBURY | CT | 06810 | 060655138 | HOME HEALTHCARE | CT | 501(C)(3) | 10 | WCHN | Yes (1) | |
| WESTERN CT HEALTH NETWORK INC | |||||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | 222594977 | PROGRAM DEVELOPMENT | CT | 501(C)(3) | 12, TYPE II | NUVANCE | 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 | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW MILFORD MRI LLC | ||||||||||
| 21 ELM STREET | NEW MILFORD | CT | 06776 | 271877801 | INACTIVE | CT | N/A | N/A | 0 | 0 |
| NORWALK SURGERY CENTER LLC | ||||||||||
| 40 CROSS STREET STE 120 | NORWALK | CT | 06851 | 272394942 | SURGERY CENTER | CT | N/A | N/A | 0 | 0 |
| WCHN INVESTMENTS LLC | ||||||||||
| 24 HOSPITAL AVE | DANBURY | CT | 06810 | 475523212 | INVESTMENTS | CT | N/A | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NUVANCE HEALTH INSURANCE COMPANY LTD | |||||||||||||
| 23 LIME TREE BAY PO BOX 105 | GRAND CAYMAN | CJ | 980438151 | MALPRACTICE | CJ | N/A | C | 0 | |||||
| SWC CORPORATION | |||||||||||||
| 222577718 | PHARMACY | N/A | C | 0 | 24 STEVENS STREET | NORWALK | CT | 06850 | CT | ||||
| TACONIC IPA INC | |||||||||||||
| 223007320 | MEDICAL CARE | N/A | C | 0 | 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | NY | ||||
| VASSAR HQ MED PRACTICE OF CT INC | |||||||||||||
| 821466583 | MEDICAL CARE | N/A | C | 0 | 100 RESERVE ROAD | DANBURY | CT | 06810 | CT | ||||
| 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 | Yes (1) | 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 | 0 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WESTERN CONNECTICUT HEALTH NETWORK INC | ||
| M | $14,384,552 | COST |
| WESTERN CONNECTICUT HEALTH NETWORK INC | ||
| P | $12,651,027 | COST |
| DANBURY HOSPITAL | ||
| P | $1,800,535 | COST |
| DANBURY HOSPITAL | ||
| M | $1,066,955 | COST |
| NUVANCE HEALTH | ||
| P | $934,100 | COST |
| NUVANCE HEALTH | ||
| L | $923,820 | COST |
| DANBURY HOSPITAL | ||
| L | $495,341 | COST |
| DANBURY AND NEW MILFORD HOSPITAL FOUNDATION | ||
| C | $376,001 | COST |
| DANBURY AND NEW MILFORD HOSPITAL FOUNDATION | ||
| L | $375,451 | COST |
| WESTERN CONNECTICUT HEALTH NETWORK INC | ||
| L | $276,603 | COST |
| DANBURY HOSPITAL | ||
| K | $181,573 | COST |
| ALAMO AMBULANCE SERVICES INC | ||
| Q | $100,000 | COST |
| THE NORWALK HOSPITAL ASSOCIATION | ||
| M | $52,570 | COST |
| THE NORWALK HOSPITAL ASSOCIATION | ||
| P | $52,570 | COST |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES EIN: 22-2594968 ("TAXPAYER") IS FILING THIS STATEMENT WITH ITS DELINQUENT FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) FOR THE TAXABLE YEAR ENDED SEPTEMBER 30, 2021 ("2020 TAXABLE YEAR") IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. THE TAXPAYER IS A MEMBER OF THE NUVANCE HEALTH SYSTEM ("NUVANCE"). NUVANCE WAS FORMED IN APRIL 2019 FROM THE MERGER OF TWO SMALLER HEALTH SYSTEMS, HEALTH QUEST ("HQ") AND WESTERN CONNECTICUT HEALTH NETWORK ("WCHN"). THE COMBINED SYSTEM PROVIDES PRIMARY AND SPECIALTY CARE TO THE COMMUNITIES IN WESTERN CONNECTICUT AND THE HUDSON VALLEY. AS A RESULT OF THE MERGER, MANY KEY PERSONNEL WHO WERE RESPONSIBLE FOR TAX AND FINANCIAL REPORTING LEFT THE NUVANCE SYSTEM, LEAVING ITS TAX AND FINANCIAL DEPARTMENTS UNDERSTAFFED AND UNABLE TO MANAGE THE EXTENSIVE INFORMATION GATHERING REQUIRED TO FILE COMPLETE AND ACCURATE RETURNS TIMELY. DUE TO THE STAFF SHORTAGE, MANY OF THE ADMINISTRATIVE FUNCTIONS OF THE ORGANIZATION WERE DELAYED, INCLUDING THE ISSUANCE OF FINANCIAL STATEMENTS FOR FY19 AND FY20 WHICH OCCURRED ON OCTOBER 30, 2020 AND JUNE 30, 2021, RESPECTIVELY, AND THE FILING OF TAX RETURNS FOR THE FISCAL YEARS ENDED 9/30/20 AND 9/30/21. IN ADDITION TO THE ORGANIZATIONAL CHALLENGES ASSOCIATED WITH THE MERGER, NUVANCE AND THE TAXPAYER WERE SIGNIFICANTLY IMPACTED, AS MANY HEALTH PROVIDERS WERE, BY THE COVID19 PANDEMIC. RIGHTFULLY SO, THE FOCUS OF NUVANCE AND THE TAXPAYER WAS LOCKED INTO NAVIGATING THE PANDEMIC AND CARING FOR THE HEALTH NEEDS OF THE LOCAL COMMUNITIES AND ITS EMPLOYEES. TO DATE, NUVANCE AND THE TAXPAYER HAVE HIRED ADDITIONAL STAFF IN ITS ACCOUNTING DEPARTMENT, TIMELY ISSUED ITS FISCAL YEAR 2021 FINANCIAL STATEMENTS AND HAVE BEEN WORKING TO FILE ANY PAST DUE TAX RETURNS. UNDERSTANDING AND ATTEMPTING TO MEET ITS U.S. TAX FILING OBLIGATIONS, THE TAXPAYER ENGAGED QUALIFIED AND EXPERIENCED THIRDPARTY TAX ADVISORS TO HELP MEET ITS FILING REQUIREMENTS BY PREPARING THE TAXPAYER'S RETURNS. EVEN WITH THE THIRDPARTY ASSISTANCE AND DESPITE ITS BEST EFFORTS, THE TAXPAYER STILL WAS NOT ABLE TO TIMELY FILE ITS 2020 TAX RETURN. TO DATE, THE TAXPAYER HAS MADE REASONABLE EFFORTS TO FILE ITS FORM 990 FOR THE YEAR ENDED 9/30/21 AS QUICKLY AS POSSIBLE. TO ENSURE THAT THE FAILURE TO TIMELY FILE THE RETURNS DOES NOT OCCUR AGAIN IN THE FUTURE, NUVANCE AND THE TAXPAYER INTEND TO CONTINUE ENGAGING THIRD PARTY PREPARERS TO PREPARE AND FILE RETURNS ON THEIR BEHALF, IN ADDITION TO HIRING ADDITIONAL PERSONNEL WHO AS PART OF THEIR RESPONSIBILITIES, WILL BE MONITORING TAX FILING COMPLIANCE ON A CONSISTENT BASIS. THE FOREGOING FACTS DEMONSTRATE THAT TAXPAYER EXERCISED REASONABLE BUSINESS CARE AND PRUDENCE IN ENGAGING EXPERIENCED TAX ADVISORS TO ASSURE THAT IT WAS COMPLYING WITH ALL ITS TAX OBLIGATIONS. TAXPAYER RESPECTFULLY REQUESTS ABATEMENT OF ANY PENALTY ASSESSED UNDER SECTION 6652(C) OF THE INTERNAL REVENUE CODE ("IRC") FOR THE 2020 TAXABLE YEAR FOR THE LATE FILING OF ITS FORM 990. THE LATE FILING OF FORM 990 WAS DUE TO REASONABLE CAUSE AND NOT WILLFUL NEGLECT. TAXPAYER MADE EVERY EFFORT TO TIMELY MEET ITS OBLIGATIONS AND UNFORTUNATELY WAS NOT ABLE TO OBTAIN THE INFORMATION QUICKLY ENOUGH. ASSESSING THE PENALTY DOES NOT FURTHER THE IRS'S PENALTY PHILOSOPHY OF USING PENALTIES TO SUPPORT AND ENCOURAGE VOLUNTARY COMPLIANCE. SEE, E.G., IRM 20.1.1.2. IMPOSING PENALTIES AGAINST TAXPAYER WOULD BE UNDULY PUNITIVE AND WOULD REDUCE THE FUNDS AVAILABLE FOR FURTHERING TAXPAYER'S TAXEXEMPT AND CHARITABLE PURPOSE. ACCORDINGLY, WE RESPECTFULLY REQUEST THAT ANY LATE FILING PENALTY ASSESSED BE ABATED IN FULL. THANK YOU VERY MUCH FOR YOUR CONSIDERATION. | ExplanationTxt |