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YALE NEW HAVEN HEALTH SERVICES CORPORATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
YALE NEW HAVEN HEALTH SERVICES CORPORATION (EIN 22-2529464)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-11
IRS object ID
202342239349300209
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-11T06:14:26-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222529464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YALE NEW HAVEN HEALTH SERVICESBusinessNameLine1Txt
Business Name Line2CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlYALEBusinessNameControlTxt
Phone2036682603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1789 HOWARD AVENUEAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06519ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAIL KOSYLAPersonNm
Person TitleEVP, CFOPersonTitleTxt
Phone2036882603PhoneNum
Signature2023-08-10SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGAILPersonFirstNm
Person LastKOSYLAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVAN W SEEKAMPPreparerPersonNm
PTINP01907071PTIN
Phone2127589700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGAIL KOSYLAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1789 HOWARD AVEAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06519ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,381,759,571GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.YNHHS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee4094TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$1,653,499TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$785,970,874PYProgramServiceRevenueAmt
CY Program Service Revenue$881,911,125CYProgramServiceRevenueAmt
PY Investment Income$42,536,608PYInvestmentIncomeAmt
CY Investment Income$30,963,316CYInvestmentIncomeAmt
PY Other Revenue$8,077,759PYOtherRevenueAmt
CY Other Revenue$8,458,522CYOtherRevenueAmt
PY Total Revenue$836,585,241PYTotalRevenueAmt
CY Total Revenue$921,332,963CYTotalRevenueAmt
PY Grants And Similar Paid$310,265PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$441,976CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$419,113,622PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$500,469,453CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$425,769,304PYOtherExpensesAmt
CY Other Expenses$405,425,028CYOtherExpensesAmt
PY Total Expenses$845,193,191PYTotalExpensesAmt
CY Total Expenses$906,336,457CYTotalExpensesAmt
PY Revenues Less Expenses-$8,607,950PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,996,506CYRevenuesLessExpensesAmt
Total Assets BOY$2,533,997,745TotalAssetsBOYAmt
Total Assets EOY$2,444,977,032TotalAssetsEOYAmt
Total Liabilities BOY$2,070,803,743TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,024,993,474TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$463,194,002NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$419,983,558NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT ITS MEMBER HEALTHCARE ORGANIZATIONS FURTHER INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, AND RESEARCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$798,962,737ExpenseAmt
Grant$441,976GrantAmt
Revenue$888,716,148RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$798,962,737TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document272IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4094EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERNETTE D GRAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2036889585PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1789 HOWARD AVEAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06519ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (67 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARNA BORGSTROM
CEO/TRUSTEE16.0024.00Yes (X)Yes (X)$1,689,019$2,533,528$1,296,415
STEPHEN ALLEGRETTO
FORMER OFFICER (CY2021 COMP)0.000.00$0$496,565$81,398Yes (X)
STEPHEN ALLEGRETTO
FORMER OFFICER (VESTED DEFERRED)0.000.00$0$2,480,400$0Yes (X)
RICHARD D'AQUILA
FORMER OFFICER0.000.00$0$2,742,045$0Yes (X)
CHRISTOPHER O'CONNOR
CEO/TRUSTEE16.0024.00Yes (X)Yes (X)$699,707$1,049,561$704,943
THOMAS BALCEZAK
EVP & CCO3.0037.00Yes (X)$108,407$1,337,024$614,539
VINCENT TAMMARO
TREASURER16.0024.00Yes (X)$575,839$863,760$604,620
WILLIAM ASELTYNE
ASSOCIATE SECRETARY8.0032.00Yes (X)$338,583$1,443,431$193,088
KEITH CHURCHWELL
EVP & PRESIDENT4.0036.00Yes (X)$128,142$1,153,286$571,431
KEVIN MYATT
FORMER OFFICER (CY2021 COMP)0.000.00$1,280,360$0$32,628Yes (X)
KEVIN MYATT
FORMER OFFICER (VESTED DEFERRED)0.000.00$156,162$0$0Yes (X)
LISA STUMP
SVP/CIO2.0038.00Yes (X)$410,680$616,022$442,438
VINCENT PETRINI
SVP1.0039.00Yes (X)$0$1,238,518$138,207
PATRICK GREEN
EVP12.0028.00Yes (X)$286,492$668,482$408,284
ANNE DIAMOND
EVP/PRESIDENT BH6.0034.00Yes (X)$139,757$791,953$363,056
NORMAN ROTH
FORMER OFFICER0.000.00$1,236,441$0$0Yes (X)
DIANE KELLY
EVP/PRESIDENT GH6.0034.00Yes (X)$132,576$751,265$332,076
CYNTHIA SPARER
EVP (CURRENT YR COMP)1.0039.00Yes (X)$0$1,006,002$36,825
CYNTHIA SPARER
EVP (VESTED DEFERRED)1.0039.00Yes (X)$0$171,538$0
THOMAS NEWMAN
SVP16.0024.00Yes (X)$321,998$482,996$350,992
PAMELA SCAGLIARINI
SVP1.0039.00Yes (X)$0$744,122$348,330
PATRICK MCCABE
SVP (CURRENT YR COMP)38.002.00Yes (X)$822,930$0$164,755
PATRICK MCCABE
SVP (VESTED DEFERRED)38.002.00Yes (X)$4,462$0$0
MATTHEW COMERFORD
SVP/CSO1.0039.00Yes (X)$21,951$709,753$242,427
MICHAEL IVY
DEPUTY CMO40.000.00$842,816$0$128,535Yes (X)
ELIZABETH BECKMAN
SVP/CNE1.0039.00Yes (X)$5,002$828,758$100,436
JOHN SKELLY
VP1.0039.00Yes (X)$4,165$690,059$317,291
IAN SCHWARTZ
SVP/CCOO3.0037.00Yes (X)$60,096$691,104$136,967
MELISSA TURNER
SVP/CHRO16.0024.00Yes (X)$236,104$354,156$286,874
DENISE FIORE
SVP4.0036.00Yes (X)$73,349$660,144$130,351
MICHAEL ANGELINI
SVP/TREASURER/CIO, INT CFO1.0039.00Yes (X)$18,506$598,367$220,914
LORRAINE LEE
SVP3.0037.00Yes (X)$48,400$556,603$220,932
PRATHIBHA VARKEY
FORMER OFFICER (CY2021 COMP)0.000.00$0$806,022$13,113Yes (X)
CAROLYN SALSGIVER-KOBSA
VP1.0039.00Yes (X)$0$542,844$248,918
RICHARD GOLDSTEIN
INTERIM PRESIDENT NEMG1.0039.00Yes (X)$0$751,783$38,071
STEVEN CHOI
VP/CQO40.000.00$699,659$0$38,330Yes (X)
MARC KOSAK
SVP/COO GH1.0039.00Yes (X)$0$533,006$191,679
JOSEPH BISSON
SVP BUSINESS DEV40.000.00$588,699$0$108,934Yes (X)
EUGENE COLUCCI
VP4.0036.00Yes (X)$65,014$585,128$45,324
JAMES MORRIS
VP (CURRENT YR COMP)1.0039.00Yes (X)$19,494$461,340$37,763
JAMES MORRIS
VP (VESTED DEFERRED)1.0039.00Yes (X)$0$76,127$0
DEREMIUS WILLIAMS
SVP/PS&I1.0039.00Yes (X)$0$480,508$81,583
STEPHEN JONES
MEDICAL DIRECTOR40.000.00$475,344$0$50,450Yes (X)
MARK RUSSI
MEDICAL DIRECTOR40.000.00$458,940$0$56,756Yes (X)
MICHAEL DIMENSTEIN
FORMER OFFICER0.000.00$328,252$0$0Yes (X)
DAVID WURCEL
FORMER OFFICER0.000.00$257,695$0$0Yes (X)
WILLIAM JENNINGS
FORMER OFFICER0.000.00$118,770$0$0Yes (X)
MARY FARRELL
VICE CHAIR/TRUSTEE1.001.00Yes (X)Yes (X)$0$0$0
VINCENT CALARCO
CHAIR/TRUSTEE1.001.00Yes (X)Yes (X)$0$0$0
JOSEPH CRESPO
SECRETARY/TRUSTEE1.000.00Yes (X)Yes (X)$0$0$0
MEREDITH REUBEN
TRUSTEE1.001.00Yes (X)$0$0$0
W ROBERT BERKLEY JR
TRUSTEE1.003.00Yes (X)$0$0$0
JACK CALLAHAN
TRUSTEE1.000.00Yes (X)$0$0$0
JOCELYN CUNNINGHAM
TRUSTEE1.000.00Yes (X)$0$0$0
JOHN FALCONI
TRUSTEE1.002.00Yes (X)$0$0$0
CARLTON HIGHSMITH
TRUSTEE1.000.00Yes (X)$0$0$0
AARON HOLLANDER
TRUSTEE1.001.00Yes (X)$0$0$0
THOMAS KETCHUM
TRUSTEE1.001.00Yes (X)$0$0$0
JOHN LAHEY
TRUSTEE1.000.00Yes (X)$0$0$0
LINDA LORIMER
TRUSTEE1.001.00Yes (X)$0$0$0
JAMES MITCHELL
TRUSTEE1.000.00Yes (X)$0$0$0
B MICHAEL RAUH
TRUSTEE1.001.00Yes (X)$0$0$0
PETER SALOVEY
TRUSTEE1.001.00Yes (X)$0$0$0
SCOTT STROBEL
TRUSTEE1.000.00Yes (X)$0$0$0
ELLIOT SUSSMAN
TRUSTEE1.001.00Yes (X)$0$0$0
JAMES TORGERSON
TRUSTEE1.001.00Yes (X)$0$0$0
PAMELA SUTTON-WALLACE
COO - HIRE DATE 7/11/202240.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,653,811TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$29,896,200TotReportableCompRltdOrgAmt
Total Other Compensation$9,379,673TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1263IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MCCARTHY MAMBRO BERTINO LLC
580 HARRISON AVE SUITE 102BOSTONMA02118MARKETING SERVICES$14,191,878
TRIMEDX INC
5451 LAKEVIEW PKWY S DRIVEINDIANAPOLISIN46268CONSULTING SERVICES$8,199,061
ROBERT HALF INTERNATIONAL INC
100 PEARL STREET SUITE 15AHARTFORDCT06473STAFFING SERVICES$5,558,229
CENTURY FINANCIAL SERVICES INC
23 MAIDEN LANENORTH HAVENCT53593COLLECTION SERVICES$5,147,945
CLOUDMED SOLUTIONS LLC
5700 GRANIT PARKWAY SUITE 940PLANOTX75024COLLECTION SERVICES$3,314,564
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K187CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT SERVICES561499$684,496,271$684,496,271
INSURANCE PREMIUMS900099$85,681,366$85,681,366
SYSTEM SUPPORT SERVICE900099$82,205,349$82,205,349
EMERGENCY PREPAREDNESS900099$29,528,139$29,528,139
FieldValueIRS element (for citing)
Total Program Service Revenue$881,911,125TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,008,988TotalRevenueColumnAmt
Exclusion$31,008,988ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$460,380,936SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$460,426,608SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$45,672SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$45,672TotalRevenueColumnAmt
Exclusion-$45,672ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
VENDOR REBATES900099$3,965,345$3,965,345
OTHER ANCILLARY INCOME900099$2,839,678$2,839,678
MANAGEMENT SERVICES561499$1,653,499$1,653,499
FieldValueIRS element (for citing)
Other Revenue Total$8,458,522OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$921,332,963TotalRevenueColumnAmt
Related Or Exempt Func Income$888,716,148RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,653,499UnrelatedBusinessRevenueAmt
Exclusion$30,963,316ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$441,976TotalAmt
Program Services$441,976ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,025,082TotalAmt
Program Services$1,002,508ProgramServicesAmt
Management And General$9,022,574ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$358,647,445TotalAmt
Program Services$324,904,005ProgramServicesAmt
Management And General$33,743,440ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$34,198,111TotalAmt
Program Services$30,231,130ProgramServicesAmt
Management And General$3,966,981ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$71,443,946TotalAmt
Program Services$63,156,448ProgramServicesAmt
Management And General$8,287,498ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,154,869TotalAmt
Program Services$23,120,904ProgramServicesAmt
Management And General$3,033,965ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,221,509TotalAmt
Management And General$8,221,509ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,802,269TotalAmt
Management And General$4,802,269ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$141,250TotalAmt
Management And General$141,250ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$137,773,005TotalAmt
Program Services$121,791,336ProgramServicesAmt
Management And General$15,981,669ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,275,978TotalAmt
Program Services$14,387,967ProgramServicesAmt
Management And General$1,888,011ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$113,343,167TotalAmt
Program Services$100,195,360ProgramServicesAmt
Management And General$13,147,807ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$922,985TotalAmt
Program Services$815,919ProgramServicesAmt
Management And General$107,066ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$118,213TotalAmt
Program Services$118,213ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$34,811,257TotalAmt
Program Services$30,773,151ProgramServicesAmt
Management And General$4,038,106ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$80,467,338TotalAmt
Program Services$80,467,338ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$3,563,419$3,150,062$413,357
BANK CHARGES$3,241,020$2,865,062$375,958
PROPERTY TAX$1,023,180$904,491$118,689
BOOKS & SUBSCRIPTIONS$293,066$259,070$33,996

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$427,372TotalAmt
Program Services$377,797ProgramServicesAmt
Management And General$49,575ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$906,336,457TotalAmt
Program Services$798,962,737ProgramServicesAmt
Management And General$107,373,720ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$810,588,918BOYAmt
EOY$697,174,196EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$994,245,208BOYAmt
EOY$929,482,963EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$15,053,155BOYAmt
EOY$14,165,651EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,705,560BOYAmt
EOY$28,254,708EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$608,979,552LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$412,118,532LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$168,113,181BOYAmt
EOY$196,861,020EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$72,594,954BOYAmt
EOY$112,345,414EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$365,002,981BOYAmt
EOY$383,206,894EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$52,050,105BOYAmt
EOY$52,050,105EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$35,643,683BOYAmt
EOY$31,436,081EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,533,997,745BOYAmt
EOY$2,444,977,032EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$221,401,698BOYAmt
EOY$238,725,325EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$133,158,135BOYAmt
EOY$160,415,487EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,627,957,477BOYAmt
EOY$1,595,429,392EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$88,286,433BOYAmt
EOY$30,423,270EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,070,803,743BOYAmt
EOY$2,024,993,474EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$426,992,913BOYAmt
EOY$383,782,469EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,201,089BOYAmt
EOY$36,201,089EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$463,194,002BOYAmt
EOY$419,983,558EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,533,997,745BOYAmt
EOY$2,444,977,032EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,996,506ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$58,206,950NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations6SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
YALE NEW HAVEN HOSPITALINC
0606466523Yes (1)$0$0
BRIDGEPORT HOSPITAL
0606465543Yes (1)$0$0
GREENWICH HOSPITAL
0606466593Yes (1)$0$0
NORTHEAST MEDICAL GROUP INC
06133099210Yes (1)$92,477,241$0
LAWRENCE MEMORIAL HOSPITAL INC
0606467043Yes (1)$0$0
LMW HEALTHCARE INC
4605432303Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Support Sum$92,477,241SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir Trst0PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 1AS 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

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,831,182OtherCostOrOtherBasisAmt
Depreciation$1,628,217DepreciationAmt
Book Value$31,202,965BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,951,140OtherCostOrOtherBasisAmt
Depreciation$1,449,963DepreciationAmt
Book Value$14,501,177BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$527,985,028OtherCostOrOtherBasisAmt
Depreciation$409,040,352DepreciationAmt
Book Value$118,944,676BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,232,202OtherCostOrOtherBasisAmt
Book Value$24,232,202BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$196,861,020TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (12 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVEST. IN L+M CORP$277,307,150C
INVEST. IN NEPC/VHA$262,192C
INVEST. IN PATIENT WISDOM$162,067C
INVEST. IN MCIC VERMONT$1,000,000C
INVEST. IN N. SHORE LIJ$644,113C
MCIC EQUITY$91,012,251C
INVEST. IN PHYSICIAN ONE URGENT CARE$4,081,207C
INVEST. IN SILVER HILL HOSPITAL$1,987,938C
INVEST. IN PROTON THERAPY$346,362C
INVEST. IN PANDA HEALTH$1,000,000C
HSC INNOVATIONS INVESTMENT$4,032,779C
OTHER INVESTMENTS$1,370,835C
FieldValueIRS element (for citing)
Total Book Value Program Rltd$383,206,894TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
PROFESSIONAL LIABILITY INSURANCE$11,775,175
ACCRUED SUPPLEMENTAL RETIREMENT$6,318,000
RETRO INSURANCE CREDIT$8,146,162
INTEREST RATE SWAP-$16,256,087
CURRENT PORTION OF LONG TERM DEBT$20,440,020
FieldValueIRS element (for citing)
Total Liability$30,423,270TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationYALE NEW HAVEN CARE CONTINUUM 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. U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (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, 2022 AND 2021.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ACHIEVEMENT FIRST
370 JAMES STREET SUITE 404NEW HAVENCT06513651203744501(C)(3)$15,000$0SUPPORT MISSION
B'NAI B'RITH INTERNATIONAL
1120 20TH ST NW SUITE 300WASHINGTONDC20236530179971501(C)(3)$12,500$0SUPPORT MISSION
BC SPORTS INC
84 W PARK PLACESTAMFORDCT06901841878535501(C)(3)$10,000$0SUPPORT MISSION
CAROL EMMOTT FOUNDATION
4931 SW 76TH AVE 229PORTLANDOR97225841882898501(C)(3)$30,000$0SUPPORT MISSION
CHRISTIAN COMMUNITY COMMISSION INC
681 DIXWELL AVENUENEW HAVENCT06519311609929501(C)(3)$7,500$0SUPPORT MISSION
COLUMBUS HOUSE
586 ELLA T GRASSO BOULEVARDNEW HAVENCT06519222511873501(C)(3)$5,040$0SUPPORT MISSION
FELLOWSHIP PLACE
44 ELM STREETNEW HAVENCT06511060947027501(C)(3)$9,240$0SUPPORT MISSION
GREATER BRIDGEPORT OIC INC
510 BARNUM AVENUEBRIDGEPORTCT06608061493753501(C)(3)$10,500$0SUPPORT MISSION
MARKET NEW HAVEN INC
900 CHAPEL STREETNEW HAVENCT06510061578847501(C)(6)$275,000$0SUPPORT MISSION
NAACP OF GREATER NEW HAVEN
545 WHALLEY AVENEW HAVENCT06511131084135501(C)(3)$15,000$0SUPPORT MISSION
NEW FINANCIAL LIFE
900 CHAPEL STREET 10TH FLOORNEW HAVENCT06511061443579501(C)(3)$10,000$0SUPPORT MISSION
NEW HAVEN PRIDE CENTER
84 ORANGE STREETNEW HAVENCT06510061458869501(C)(3)$7,000$0SUPPORT MISSION
PARADIGM FOR PARITY
960 5TH AVENUENEW YORKNY10075852840852501(C)(3)$10,000$0SUPPORT MISSION
RONALD MCDONALD HOUSE CHARITIES OF CT
860 HOWARD AVENUENEW HAVENCT06519042971480501(C)(3)$7,696$0SUPPORT MISSION
SPECIAL OLYMPICS CONNECTICUT
2666 STATE STREET 1HAMDENCT06517237099756501(C)(3)$7,000$0SUPPORT MISSION
ST MARTIN DE PORRES ACADEMY
208 COLUMBUS AVENUENEW HAVENCT06519810666655501(C)(3)$10,500$0SUPPORT MISSION
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationNONE 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

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (47 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARNA BORGSTROM
CEO/TRUSTEE$889,132$1,333,698$798,221$1,197,331$1,666$2,499$512,866$769,299$5,700$8,550$2,207,585$3,311,377$0$0
STEPHEN ALLEGRETTO
FORMER OFFICER (CY2021 COMP)$0$376,721$0$91,600$0$28,244$0$69,122$0$12,276$0$577,963$0$0
STEPHEN ALLEGRETTO
FORMER OFFICER (VESTED DEFERRED)$0$0$0$0$0$2,480,400$0$0$0$0$0$2,480,400$0$1,539,016
RICHARD D'AQUILA
FORMER OFFICER$0$0$0$567,500$0$2,174,545$0$0$0$0$0$2,742,045$0$1,601,063
CHRISTOPHER O'CONNOR
CEO/TRUSTEE$509,128$763,693$135,600$203,400$54,979$82,468$273,522$410,283$8,455$12,683$981,684$1,472,527$0$0
THOMAS BALCEZAK
EVP & CCO$75,083$926,028$21,450$264,550$11,874$146,446$44,505$548,897$1,585$19,552$154,497$1,905,473$0$0
VINCENT TAMMARO
TREASURER$398,016$597,025$123,400$185,100$54,423$81,635$233,393$350,089$8,455$12,683$817,687$1,226,532$0$0
WILLIAM ASELTYNE
ASSOCIATE SECRETARY$168,675$719,086$38,285$163,215$131,623$561,130$32,671$139,280$4,016$17,121$375,270$1,599,832$0$0
KEITH CHURCHWELL
EVP & PRESIDENT$100,196$901,768$16,600$149,400$11,346$102,118$55,029$495,264$2,114$19,024$185,285$1,667,574$0$0
KEVIN MYATT
FORMER OFFICER (CY2021 COMP)$570,253$0$611,000$0$99,107$0$19,755$0$12,873$0$1,312,988$0$0$0
KEVIN MYATT
FORMER OFFICER (VESTED DEFERRED)$0$0$0$0$156,162$0$0$0$0$0$156,162$0$0$0
LISA STUMP
SVP/CIO$293,536$440,305$74,000$111,000$43,144$64,717$168,520$252,780$8,455$12,683$587,655$881,485$0$0
VINCENT PETRINI
SVP$0$570,405$0$212,200$0$455,913$0$122,800$0$15,407$0$1,376,725$0$0
PATRICK GREEN
EVP$211,912$494,461$54,000$126,000$20,580$48,021$116,144$271,003$6,341$14,796$408,977$954,281$0$0
ANNE DIAMOND
EVP/PRESIDENT BH$104,017$589,428$29,250$165,750$6,490$36,775$51,410$291,325$3,048$17,273$194,215$1,100,551$0$0
NORMAN ROTH
FORMER OFFICER$0$0$265,000$0$971,441$0$0$0$0$0$1,236,441$0$390,000$0
DIANE KELLY
EVP/PRESIDENT GH$97,302$551,380$27,750$157,250$7,524$42,635$47,550$269,452$2,261$12,813$182,387$1,033,530$0$0
CYNTHIA SPARER
EVP (CURRENT YR COMP)$0$701,218$0$176,300$0$128,484$0$21,612$0$15,213$0$1,042,827$0$0
CYNTHIA SPARER
EVP (VESTED DEFERRED)$0$0$0$0$0$171,538$0$0$0$0$0$171,538$0$0
THOMAS NEWMAN
SVP$243,598$365,397$50,000$75,000$28,400$42,599$132,268$198,402$8,129$12,193$462,395$693,591$0$0
PAMELA SCAGLIARINI
SVP$0$541,464$0$129,200$0$73,458$0$327,295$0$21,035$0$1,092,452$0$0
PATRICK MCCABE
SVP (CURRENT YR COMP)$635,705$0$154,000$0$33,225$0$150,500$0$14,255$0$987,685$0$0$0
PATRICK MCCABE
SVP (VESTED DEFERRED)$0$0$0$0$4,462$0$0$0$0$0$4,462$0$0$0
MATTHEW COMERFORD
SVP/CSO$16,651$538,379$3,750$121,250$1,550$50,124$6,673$215,754$600$19,400$29,224$944,907$0$0
MICHAEL IVY
DEPUTY CMO$635,485$0$135,000$0$72,331$0$107,918$0$20,617$0$971,351$0$0$0
ELIZABETH BECKMAN
SVP/CNE$2,760$457,284$661$109,539$1,581$261,935$512$84,739$91$15,094$5,605$928,591$1,013$167,885
JOHN SKELLY
VP$3,100$513,625$618$102,382$447$74,052$1,778$294,528$126$20,859$6,069$1,005,446$0$0
IAN SCHWARTZ
SVP/CCOO$43,858$504,368$13,200$151,800$3,038$34,936$3,478$112,452$631$20,406$64,205$823,962$0$0
MELISSA TURNER
SVP/CHRO$180,293$270,440$35,600$53,400$20,211$30,316$106,434$159,650$8,316$12,474$350,854$526,280$0$0
DENISE FIORE
SVP$51,214$460,926$12,080$108,720$10,055$90,498$12,250$110,250$785$7,066$86,384$777,460$0$0
MICHAEL ANGELINI
SVP/TREASURER/CIO, INT CFO$14,584$471,553$2,850$92,150$1,072$34,664$6,002$194,078$625$20,209$25,133$812,654$0$0
LORRAINE LEE
SVP$37,177$427,534$7,200$82,800$4,023$46,269$16,011$184,131$1,663$19,127$66,074$759,861$0$0
PRATHIBHA VARKEY
FORMER OFFICER (CY2021 COMP)$0$421,716$0$210,000$0$174,306$0$8,485$0$4,628$0$819,135$0$106,500
CAROLYN SALSGIVER-KOBSA
VP$0$397,823$0$90,000$0$55,021$0$228,166$0$20,752$0$791,762$0$0
RICHARD GOLDSTEIN
INTERIM PRESIDENT NEMG$0$550,465$0$159,600$0$41,718$0$17,250$0$20,821$0$789,854$0$0
STEVEN CHOI
VP/CQO$563,741$0$120,900$0$15,018$0$17,250$0$21,080$0$737,989$0$0$0
MARC KOSAK
SVP/COO GH$0$429,707$0$98,400$0$4,899$0$169,765$0$21,914$0$724,685$0$0
JOSEPH BISSON
SVP BUSINESS DEV$442,650$0$105,000$0$41,049$0$88,100$0$20,834$0$697,633$0$0$0
EUGENE COLUCCI
VP$51,240$461,162$10,310$92,790$3,464$31,176$3,107$27,966$1,425$12,826$69,546$625,920$0$0
JAMES MORRIS
VP (CURRENT YR COMP)$12,229$337,161$2,800$77,200$4,465$46,979$803$22,147$518$14,295$20,815$497,782$0$0
JAMES MORRIS
VP (VESTED DEFERRED)$0$0$0$0$0$76,127$0$0$0$0$0$76,127$0$0
DEREMIUS WILLIAMS
SVP/PS&I$0$408,595$0$61,000$0$10,913$0$59,250$0$22,333$0$562,091$0$0
STEPHEN JONES
MEDICAL DIRECTOR$433,509$0$24,472$0$17,363$0$29,451$0$20,999$0$525,794$0$0$0
MARK RUSSI
MEDICAL DIRECTOR$399,902$0$31,000$0$28,038$0$35,619$0$21,137$0$515,696$0$0$0
MICHAEL DIMENSTEIN
FORMER OFFICER$0$0$95,500$0$232,752$0$0$0$0$0$328,252$0$222,000$0
DAVID WURCEL
FORMER OFFICER$0$0$0$0$257,695$0$0$0$0$0$257,695$0$257,695$0
WILLIAM JENNINGS
FORMER OFFICER$0$0$0$0$118,770$0$0$0$0$0$118,770$0$118,770$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BLINE 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 REPRESENT 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 MARNA P. BORGSTROM - $1,250,787 - CHRISTOPHER O'CONNOR - 480,704 - VINCENT TAMMARO - 388,682 - THOMAS BALCEZAK - 384,071 - KEITH CHURCHWELL - 348,551 - LISA STUMP - 274,811 - PATRICK GREEN - 265,897 - THOMAS NEWMAN - 215,420 - PAMELA SCAGLIARINI - 201,795 - JOHN SKELLY - 186,605 - ANNE DIAMOND - 180,154 - DIANE KELLY - 168,154 - MELISSA TURNER - 163,187 - CAROLYN SALSGIVER-KOBSA - 148,000 - MATTHEW COMERFORD - 103,327 - MICHAEL ANGELINI - 89,019 - LORRAINE LEE - 84,643 - MARK KOSAK - 81,065 - THE INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNTS RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) ARE AMOUNTS VESTED DURING THE 2021 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2021 CALENDAR YEAR FORM W-2. SEVERANCE NONQUALIFIED EQUITY-BASED STEPHEN ALLEGRETTO - $2,480,400 - CYNTHIA SPARER - 171,538 - KEVIN MYATT - 156,162 - JAMES B. MORRIS - 76,127 - PATRICK MCCABE - 4,462 - THE FORMER OFFICERS BELOW RECEIVED PAYMENTS THROUGHOUT THE YEAR FROM THE NONQUALIFIED PLAN. THE FOLLOWING PAYMENTS WERE MADE DIRECTLY TO THEM FROM THE RABBI TRUST: RICHARD D'AQUILA $196,168 GAYLE CAPOZZALO 113,613 NORMAN ROTH 95,009 DAVID WURCEL 60,324 MICHAEL DIMENSTEIN 43,252 NANCY LEVITT-ROSENTAL 41,876 KEVIN MYATT 17,397 STEPHEN ALLEGRETTO 14,641 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF SERVING AS CORPORATE OFFICERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES 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 THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE (ERISA). WILLIAM J. ASELTYNE - 579,064 - VINCENT PETRINI - 376,294 - ELIZABETH BECKMAN - 232,221 -
PART I, LINE 7THE 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CHEFA - SERIES A
A06080618620774YQY62014-06-23$102,300,000REFUND - J-100Yes (1)
CHEFA - SERIES B
B06080618620774YQP52014-06-23$168,275,000REFUND - M00Yes (1)
CHEFA - SERIES C
C06080618620774YQM22014-06-23$83,625,000REFUND - K-1,K-200Yes (1)
CHEFA - SERIES D
D06080618620774YQN02014-06-23$108,275,000REFUND - L-1,L-200Yes (1)

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtCredit EnhancementCreditEnhancementAmt
A$122,999,458$1,465,826$121,533,63220140Yes (1)Yes (1)Yes (1)
B$176,852,421$1,474,421$175,378,00020140Yes (1)Yes (1)Yes (1)
C$90,442,157$680,898$89,725,0002014Yes (1)0Yes (1)Yes (1)$57,680,000$36,261
D$109,094,865$771,839$108,279,2872014Yes (1)0Yes (1)Yes (1)$43,739

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)00.000200.0002000Yes (1)
B0Yes (1)Yes (1)Yes (1)00.000000.0000000Yes (1)
C0Yes (1)Yes (1)Yes (1)00.003000.0030000Yes (1)
D0Yes (1)Yes (1)Yes (1)00.000200.0002000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)Yes (1)000Yes (1)
C000Yes (1)Yes (1)000Yes (1)
D000Yes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER 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 3THE 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 3BTHE 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 VAS 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

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CHEFA - SERIES EBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN060806186BondIssuerEIN
CUSIP20774YRV1CUSIPNum
Bond Issued2014-06-23BondIssuedDt
Issue Price$80,935,000IssuePriceAmt
PurposeCONSTRUCTION/EQUIPPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool FinancingYes (1)PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$21,260,000RetiredAmt
Total Proceeds$92,315,918TotalProceedsAmt
Issuance Costs From Proceeds$1,157,121IssuanceCostsFromProceedsAmt
Capital Expenditures$91,158,797CapitalExpendituresAmt
Substantial Completion2015SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease ArrangementsYes (1)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00040PrivateBusUseByOthersPct
Total Private Business Use0.00040TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMARY-JANE CALLAHANPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSEE PART V - COLUMN DRelationshipDescriptionTxt
Transaction$180,511TransactionAmt
TransactionSEE PART VTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, COLUMN (D)FormAndLineReferenceDesc
ExplanationBUSINESS 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: $180,511ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4AYALE NEW HAVEN HEALTH SERVICES CORPORATION (HSC), THE PARENT OF THE INTEGRATED HEALTHCARE DELIVERY SYSTEM KNOWN AS YALE NEW HAVEN HEALTH SYSTEM (YNHHS, YALE NEW HAVEN HEALTH OR THE SYSTEM), CONSISTS OF FIVE DELIVERY NETWORKS: BRIDGEPORT, GREENWICH, NEW LONDON/WESTERLY, NEW HAVEN AND NORTHEAST MEDICAL GROUP. THE NONPROFIT HEALTH SYSTEM STARTED THE FISCAL YEAR WITH STRATEGIC INITIATIVES TO RECOUP SURGICAL AND AMBULATORY VOLUMES IMPACTED THE PREVIOUS YEAR BY THE CORONAVIRUS PANDEMIC, WHICH DIVERTED RESOURCES TO THE IMMEDIATE CARE OF PATIENTS, STAFF AND COMMUNITIES. YNHHS CONTINUED TO SEE COVID INFECTION RATES SPIKE WITH THE OMICRON VARIANT, YET THE HOSPITALS AND STAFF WERE BETTER PREPARED TO MANAGE AND TREAT PATIENTS GIVEN HIGH VACCINATION RATES IN THE NORTHEAST, IMPROVED AVAILABILITY OF RESOURCES AND STANDARDIZED BEST PRACTICES. YNHHS ACHIEVED A LOWER OVERALL MORTALITY RATE THAN THE STATE'S AVERAGE DURING THE FIRST YEAR OF THE PANDEMIC. BASED ON CMS DATA REPORTED BY HEALTHGRADES, YALE NEW HAVEN HOSPITAL WAS NAMED AMONG 24 STAND-OUT HOSPITALS THAT TREATED THE HIGHEST VOLUME OF COVID PATIENTS AND REPORTED LOWER THAN AVERAGE MORTALITY RATES. INNOVATIVE STAFFING SOLUTIONS ADDRESSING THE NURSING SHORTAGE, YNHHS AND FOUR LOCAL UNIVERSITIES AGREED TO HELP MORE QUALIFIED NURSING STUDENT CANDIDATES ENROLL IN NURSING PROGRAMS, PROMISING TO GRADUATE AT LEAST 557 NURSES OVER FOUR YEARS, IN ADDITION TO THOSE ALREADY ENROLLED. YNHHS COMMITTED $1.7 MILLION FOR SCHOLARSHIPS AND BOOKS TO STUDENTS WHO OTHERWISE WOULDN'T BE ABLE TO ATTEND SCHOOL. IN A PRIOR YEAR, THE HEALTH SYSTEM WAS AWARDED A $7.3 MILLION PLEDGE TO REIMBURSE EXPENSES FOR THE ESTABLISHMENT OF A REGISTERED APPRENTICESHIP PROGRAM THAT WILL TRAIN 1,250 PATIENT CARE ASSOCIATES/PATIENT CARE TECHNICIANS SPANNING FOUR YEARS. DURING THEIR TRAINING, THE PROGRAM PARTICIPANTS ARE FULL-TIME EMPLOYEES RECEIVING PAY AND BENEFITS. IN FY22, THE HEALTH SYSTEM RECEIVED $663K IN REIMBURSED EXPENSES. TO ADDRESS THE ONGOING PARAMEDIC SHORTAGE, BRIDGEPORT HOSPITAL PARTNERED WITH SHELTON-BASED ECHO HOSE AMBULANCE AND YALE CENTER OF EMERGENCY MEDICAL SERVICES ON A NEW PARAMEDIC TRAINING PROGRAM. CLINICAL CARE ADVANCEMENTS THE HEART AND VASCULAR CENTER AT BRIDGEPORT HOSPITAL ACHIEVED ITS 400TH TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR) PROCEDURE SINCE ITS FIRST IN 2016. A MINIMALLY INVASIVE TREATMENT, APPROVED BY THE FDA FOR LOW-RISK PATIENTS WITH SEVERE AORTIC STENOSIS, TAVR REPLACES THE VALVE WITHOUT OPEN-HEART SURGERY, WHICH MEANS LESS TIME IN THE HOSPITAL AND A FASTER RECOVERY. BRIDGEPORT HOSPITAL WAS THE FIRST FACILITY IN CONNECTICUT TO USE LAPAROSCOPIC RADIOFREQUENCY ABLATION, A MINIMALLY INVASIVE TREATMENT, FOR SYMPTOMATIC NON-CANCEROUS UTERINE FIBROIDS. THE TREATMENT, APPROVED BY THE FDA TO TREAT FIBROIDS, REDUCES THE SIZE OF FIBROIDS FROM ABOUT 40-70 PERCENT. YALE NEW HAVEN TRANSPLANTATION CENTER PERFORMED THE FIRST LIVER TRANSPLANT IN CONNECTICUT FROM A DECEASED DONOR THAT TESTED HIV-POSITIVE TO AN HIV-POSITIVE PATIENT. THE CASE ALSO WAS THE FIRST LIVER TRANSPLANT AS PART OF A NATIONAL CLINICAL TRIAL, SPONSORED BY THE NATIONAL INSTITUTES OF HEALTH, UNDER THE 2015 FEDERAL HIV ORGAN POLICY EQUITY ACT. SURGEONS WITH YALE NEW HAVEN'S HEART AND VASCULAR CENTER USED A DEVICE CALLED THE ORGAN CARE SYSTEM (OCS) TO TRANSPORT A HEART FROM A DONOR HUNDREDS OF MILES AWAY TO NEW HAVEN, WHERE THEY TRANSPLANTED IT INTO PATIENT. YALE NEW HAVEN HOSPITAL IS THE FIRST HOSPITAL IN CONNECTICUT AND ONE OF ONLY A HANDFUL NATIONWIDE TO USE THE OCS. THE HEART AND VASCULAR CENTER AT YALE NEW HAVEN HOSPITAL WAS AMONG 25 SITES SELECTED TO PARTICIPATE IN A CLINICAL TRIAL EVALUATING OUTCOMES FOR DONATION AFTER CIRCULATORY DEATH, A METHOD OF HEART TRANSPLANTATION NEW TO THE UNITED STATES. THE U.S. FOOD AND DRUG ADMINISTRATION GRANTED THE HOSPITAL APPROVAL TO USE THE METHOD UNDER CONTINUED ACCESS, A PATHWAY FOR TREATMENT OUTSIDE OF THE CLINICAL TRIAL. WESTERLY HOSPITAL WAS THE FIRST HOSPITAL IN NEW ENGLAND TO USE A STATE-OF-THE-ART MICRO-ULTRASOUND DEVICE THAT MORE PRECISELY VISUALIZES PROSTATE TUMORS FOR PATIENTS UNDERGOING PROSTATE-SPECIFIC ANTIGEN SCREENING AND PROSTATE BIOPSIES. THE NEW SYSTEM ALLOWS FOR REAL-TIME, HIGH-RESOLUTION IMAGING THAT ALLOWS THE UROLOGIST TO BETTER DISTINGUISH CANCEROUS TISSUE FROM NORMAL TISSUE, ENHANCING THE QUALITY OF THE BIOPSY. A NEW IMAGING AGENT, DESIGNED SPECIFICALLY TO DETECT CERTAIN TYPES OF RECURRENT OR METASTATIC BREAST CANCER, WAS INTRODUCED AT LAWRENCE + MEMORIAL HOSPITAL. THE POSITRON EMISSION TOMOGRAPHY (PET) NUCLEAR MEDICINE IMAGING AGENT, CERIANNA, DETECTS ESTROGEN RECEPTOR POSITIVE LESIONS TO HELP DETERMINE TREATMENT PROTOCOLS FOR PATIENTS WITH RECURRENT OR METASTATIC BREAST CANCER. THIS NEW ADVANCED IMAGING TECHNIQUE PROVIDES A MORE SPECIFIC UNDERSTANDING OF THE EXTENT OF DISEASE IN A SUBSET OF PATIENTS WITH BREAST CANCER. SMILOW CANCER HOSPITAL AT YALE NEW HAVEN INSTALLED THE NEW VARIAN TRUEBEAM LINEAR ACCELERATOR WHICH DELIVERS ADVANCED RADIATION THERAPY TREATMENTS QUICKLY AND WITH PINPOINT ACCURACY. THE ACCELERATOR PRECISELY TARGETS TUMORS, AVOIDS SURROUNDING HEALTHY TISSUES AND DELIVERS RADIATION DOSES MORE QUICKLY. YNHHS LAUNCHED THE HOME HOSPITAL PROGRAM WHICH PROVIDES HIGH-ACUITY, HOSPITAL-LEVEL CARE TO PATIENTS IN COMFORT OF THEIR HOMES. THE PROGRAM SERVES MEDICARE PATIENTS MEETING CERTAIN CLINICAL AND SOCIAL STABILITY CRITERIA. THROUGH IN-PERSON VISITS AND TELEHEALTH TECHNOLOGY, THE PROGRAM BRINGS A RANGE OF HOSPITAL SERVICES TO THE HOMES OF PATIENTS WITH HEART FAILURE, PNEUMONIA, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, CELLULITIS AND OTHER CONDITIONS. ADDITIONALLY, YNHHS STARTED A HOME INFUSION PROGRAM SO ELIGIBLE PATIENTS COULD RECEIVE INFUSION TREATMENTS AT HOME FOR CONDITIONS THAT MAY HAVE PREVIOUSLY REQUIRED A HOSPITAL OR INFUSION CLINIC VISIT. THE HEALTH SYSTEM'S INFUSION PHARMACY PREPARES THE INFUSIONS, AND AN INFUSION NURSE PROVIDES PATIENT EDUCATION AND ADMINISTRATION. SERVICES RANGE FROM ROUTINE INTRAVENOUS HYDRATION, PARENTERAL NUTRITION, ANTIBIOTIC THERAPY AND IMMUNE AND MONOCLONAL THERAPIES. ACCESS TO CARE ADVANCING THE DELIVERY OF CUTTING-EDGE NEUROSCIENCES RESEARCH AND CARE, YALE NEW HAVEN HOSPITAL STARTED CONSTRUCTION OF A NEW NEUROSCIENCES CENTER ON THE SAINT RAPHAEL CAMPUS. THE CENTER WILL PROVIDE INNOVATIVE CARE FOR PATIENTS FROM MOVEMENT DISORDERS TO NEURO-REGENERATION. VISITING NURSE ASSOCIATION COMMUNITY HEALTHCARE & HOSPICE AND ITS COMMUNITY-BASED, HOME-HEALTH AGENCY, HOME CARE PLUS INC., OFFICIALLY JOINED YNHHS IN MAY. THE PARTNERSHIP ENHANCES THE HEALTH SYSTEM'S ABILITY TO PROVIDE COORDINATED, HIGH-QUALITY HOME HEALTH SERVICES TO PEOPLE THROUGHOUT THE SHORELINE REGION. YNHHS, YALE MEDICINE AND MASONICARE OPENED COMPREHENSIVE ORTHOPEDIC SERVICES ON MASONICARE'S WALLINGFORD CAMPUS. THE 7,688-SQUARE-FOOT FACILITY OFFERS AREA RESIDENTS ACCESS TO YALE MEDICINE PHYSICIAN SPECIALISTS IN BOTH SURGICAL AND NON-SURGICAL INTERVENTIONS, SPORTS MEDICINE AND IN TREATING CONDITIONS AFFECTING THE HAND, WRIST, SHOULDER, HIP, KNEE, ANKLE, FOOT AND SPINE. YNHHS ALSO OPENED A NEW DIGESTIVE HEALTH CENTER IN WESTPORT, WHICH PROVIDES COORDINATED CARE AT ONE LOCATION FOR MEDICAL AND SURGICAL PATIENTS INCLUDING BARIATRIC, COLORECTAL AND HERNIA SURGERIES. WHILE MOST SURGERIES ARE PERFORMED AT BRIDGEPORT HOSPITAL OR PARK AVENUE MEDICAL CENTER IN TRUMBULL, PATIENTS HAVE THE CONVENIENCE OF ATTENDING PRE- AND POST-SURGERY APPOINTMENTS IN WESTPORT. TO REDUCE BREAST CANCER DISPARITIES IN AT-RISK POPULATIONS, BANK OF AMERICA AWARDED A $50,000 GRANT TO YALE NEW HAVEN HOSPITAL FOR A NEW MOBILE HEALTHCARE VAN THAT PROVIDES CULTURALLY COMPETENT, TARGETED EDUCATION AND MAMMOGRAM SERVICES TO LATINA WOMEN LIVING IN NEW HAVEN. THE 36-FOOT VAN FEATURES A RECEPTION AREA, 3-D MAMMOGRAPHY UNIT AND BREAST ULTRASOUND IMAGING UNIT. THE VAN IS EQUIPPED TO ALLOW IMAGING TRANSMITTAL TO RADIOLOGISTS' WORKSTATIONS FOR INTERPRETATION IN REAL-TIME. NORTHEAST MEDICAL GROUP PARTNERED WITH TWO CONNECTICUT UNIVERSITIES TO PROVIDE STUDENTS WITH GREATER ACCESS TO EXPANDED HEALTH SERVICES. WORKING WITH SACRED HEART UNIVERSITY AND THE UNIVERSITY OF NEW HAVEN, NEMG PROVIDERS OFFER STUDENTS COORDINATED HEALTHCARE SERVICES, ADDRESSING THEIR PRIMARY CARE NEEDS.
FORM 990, PART III, LINE 4AQUALITY CARE YNHHS RECEIVED THE UNITED HEALTH FUND 2022 EXCELLENCE IN HEALTH CARE AWARD FOR QUALITY IMPROVEMENT CHAMPIONS. THE AWARD HONORS EXTRAORDINARY LEADERSHIP IN IMPROVING QUALITY OF CARE, PATIENT SAFETY AND PATIENT EXPERIENCE. YNHHS WAS AMONG ONLY 13 HEALTH SYSTEMS NATIONWIDE TO RECEIVE THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS (ACEP) ELITE HEALTH SYSTEM GERIATRIC EMERGENCY DEPARTMENT ACCREDITATION, DESIGNATING EIGHT YNHHS FACILITIES AS WELL AS THE EMERGENCY DEPARTMENTS AT PEQUOT HEALTH CENTER IN GROTON AND SHORELINE MEDICAL CENTER IN GUILFORD SENIOR FRIENDLY. THE AMERICAN NURSES CREDENTIALING CENTER (ANCC) RECOGNIZED YNHHS' NURSE RESIDENCY PROGRAM, WHICH HELPS NURSING SCHOOL GRADUATES TRANSITION INTO THEIR ROLES AS PROFESSIONAL, ACUTE-CARE NURSES. THE HEALTH SYSTEM EARNED ACCREDITATION WITH DISTINCTION THE HIGHEST LEVEL FROM THE ANCC'S PRACTICE TRANSITION ACCREDITATION PROGRAM. COMMUNITY YNHHS RANKED NINTH IN A NATIONWIDE RANKING OF HOSPITALS THAT COMPARED THE AMOUNT THEY SPEND ON CHARITY CARE AND COMMUNITY INVESTMENT TO THE VALUE OF THEIR NONPROFIT TAX EXEMPTION. THE LOWN INSTITUTE HOSPITALS INDEX, WHICH EXAMINES MEANINGFUL COMMUNITY BENEFIT SPENDING FOR NONPROFIT HOSPITAL SYSTEMS NATIONWIDE, CALCULATED THAT YNHHS' SURPLUS WAS $56 MILLION, MEANING THE HEALTH SYSTEM'S SPENDING ON CHARITY CARE AND COMMUNITY INVESTMENT EXCEEDED THE VALUE OF THE TAX EXEMPTION. THE INSTITUTE LOOKS AT FINANCIAL-ASSISTANCE POLICIES, SUPPORT FOR THOSE THAT NEED ACCESS TO CARE AND WHO ARE UNINSURED OR UNDERINSURED. YNHHS COMMITTED TO DONATE $1 MILLION IN MEDICAL SUPPLIES TO THE PEOPLE OF UKRAINE THROUGH THE U.S. COOPERATIVE FOR INTERNATIONAL PATIENT PROGRAMS. PERSONAL PROTECTIVE GEAR LIKE SURGICAL MASKS, GOWNS, GLOVES AND N95 MASKS WERE INCLUDED IN THE SUPPLY SHIPMENTS. EMPLOYEES ACROSS YNHHS DONATED 17,850 DIAPERS FOR DISTRIBUTION TO FAMILIES IN NEED THROUGH ORGANIZATIONS IN THE COMMUNITIES THEY SERVE. TO BETTER ADDRESS FOOD INSECURITY ACROSS COMMUNITIES SERVED BY YNHHS, EMPLOYEES AND MEDICAL STAFF DONATED 19,156 POUNDS OF FOOD TO HUNGER-RELIEF ORGANIZATIONS DURING THE SECOND #GIVEHEALTHY ONLINE FOOD DRIVE. THE DONATED FOOD REPRESENTED NEARLY 16,000 MEALS FOR PEOPLE IN NEED THROUGHOUT CONNECTICUT AND IN WESTERLY, RHODE ISLAND. 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 2PART VI, LINE 2 - BUSINESS RELATIONSHIPS BETWEEN OFFICERS, TRUSTEES, OR KEY EMPLOYEES CERTAIN OF THE ORGANIZATION'S CURRENT OFFICERS AND/OR TRUSTEES MAY SERVE AS OFFICERS AND/OR DIRECTORS OF TAX-EXEMPT AND TAXABLE AFFILIATES WITHIN THE ORGANIZATION'S CORPORATE SYSTEM OR JOINT VENTURES IN WHICH THE ORGANIZATION'S CORPORATE SYSTEM HAS AN OWNERSHIP INTEREST. THE INDIVIDUAL OFFICERS AND/OR TRUSTEES DO NOT HAVE PERSONAL FINANCIAL INTERESTS IN SUCH AFFILIATES AND SERVE ONLY AS A FUNCTION OF THEIR ROLES WITH THE ORGANIZATION OR WITHIN THE ORGANIZATION'S CORPORATE SYSTEM.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE OF YNHHS STRIVES TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE IS AUTHORIZED UNDER THE YNHHS BYLAWS AND IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ALL CORPORATE OFFICERS, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR CORPORATE OFFICERS, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD ON AN ANNUAL BASIS. IN ADDITION, THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE EXPRESSLY DETERMINES 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 NOT-FOR-PROFIT HEALTHCARE EXECUTIVES IN COMPARABLE ORGANIZATIONS. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE CONSISTS OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE IN ITS COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE, AND PROVIDED TO THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19COPIES OF ALL AVAILABLE DOCUMENTS ARE ACCESSIBLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTING FEES: PROGRAM SERVICE EXPENSES 2,039,241. MANAGEMENT AND GENERAL EXPENSES 267,593. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,306,834. PERSONNEL SUPPORT/OUTSIDE CONTRACTUAL: PROGRAM SERVICE EXPENSES 111,141,711. MANAGEMENT AND GENERAL EXPENSES 14,584,206. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,725,917. TEMPORARY HELP/TRAINING/DEVELOPMENT: PROGRAM SERVICE EXPENSES 3,744,592. MANAGEMENT AND GENERAL EXPENSES 491,372. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,235,964. SYSTEM SUPPORT: PROGRAM SERVICE EXPENSES 4,865,792. MANAGEMENT AND GENERAL EXPENSES 638,498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,504,290.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554HEALTHCARE SERVICESCT501C3LINE 3YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STREETBRIDGEPORTCT06610222908698SYSTEM SUPPORT SERVICESCT501C3LINE 7BRIDGEPORT HOSPITALYes (1)
BRIDGEPORT HOSPITAL FRIENDS OF PEDIATRICS INC
120 COLUMBINE DRIVETRUMBULLCT06611066048427SYSTEM SUPPORT SERVICESCT501C3LINE 12A, IYALE NEW HAVEN HOSPITALYes (1)
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830060646659HEALTHCARE SERVICESCT501C3LINE 3YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
HOME CARE PLUS INC
789 HOWARD AVENEW HAVENCT06519061044331HOME HEALTHCARE SERVICESCT501C3LINE 10YALE NEW HAVEN CARE CONTINUUM CORPYes (1)
LAWRENCE MEMORIAL CORPORATION
365 MONTAUK AVENUENEW LONDONCT06320222553028PROMOTE HEALTHCARECT501C3LINE 12A, IYALE NEW HAVEN HEALTH SERVICES CORPYes (1)
LAWRENCE MEMORIAL HOSPITAL INC
365 MONTAUK AVENUENEW LONDONCT06320060646704HEALTHCARE SERVICESCT501C3LINE 3LAWRENCE MEMORIAL CORPORATIONYes (1)
LMW HEALTHCARE INC
365 MONTAUK AVENUENEW LONDONCT06320460543230HEALTHCARE SERVICESRI501C3LINE 3LAWRENCE MEMORIAL CORPORATIONYes (1)
NORTHEAST MEDICAL GROUP INC
99 HAWLEY LANESTRATFORDCT06614061330992HEALTHCARE SERVICESCT501C3LINE 10YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
NORTHEAST MEDICAL GROUP PLLC
99 HAWLEY LANESTRATFORDCT06614352380180HEALTHCARE SERVICESNY501C3LINE 12A, INORTHEAST MEDICAL GROUP INCYes (1)
PERRYRIDGE CORPORATION
5 PERRYRIDGE ROADGREENWICHCT06830061207316SYSTEM SUPPORT SERVICESCT501C3LINE 10GREENWICH HOSPITALYes (1)
SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
267 GRANT STREETBRIDGEPORTCT06610061297708TITLE HOLDINGCT501C2BRIDGEPORT HOSPITALYes (1)
THE GREENWICH HOSPITAL ENDOWMENT FUND INC
5 PERRYRIDGE ROADGREENWICHCT06830061526642SYSTEM SUPPORT SERVICESCT501C3LINE 12C, III-FIGREENWICH HOSPITALYes (1)
THE WESTERLY HOSPITAL FOUNDATION INC
25 WELLS STREETWESTERLYRI02891050508064FUNDRAISING SERVICESRI501C3LINE 12A, ILMW HEALTHCARE INCYes (1)
VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC
403 NORTH FRONTAGE ROADWATERFORDCT06385060646616HOME HEALTHCARE SERVICESCT501C3LINE 10LAWRENCE MEMORIAL CORPORATIONYes (1)
WESTERLY HOSPITAL AUXILIARY INC
25 WELLS STREETWESTERLYRI02891222507181FUNDRAISING ACTIVITIESRI501C3LINE 12A, ILMW HEALTHCARE INCYes (1)
YALE NEW HAVEN CARE CONTINUUM CORP
789 HOWARD AVENEW HAVENCT06519455235566NURSING HOMECT501C3LINE 3YALE NEW HAVEN HOSPITALYes (1)
YALE NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06504060646652HEALTHCARE SERVICESCT501C3LINE 3YALE NEW HAVEN HEALTH SERVICES CORPYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
SHORELINE ENDOSCOPY CENTER LLC
800 BOSTON POST ROADGUILFORDCT06437900110459HEALTHCARE SERVICESCTN/A00
YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST
20 YORK STREETNEW HAVENCT06510271374301INVESTMENTDE00YALE NEW HAVEN HEALTH SERVICES CORPORATIONRELATED$30,219,482$885,570,4100.24500
YNHHSCUSP SURGERY CENTERS LLC
15305 DALLAS PKWY STE 1600ADDISONTX75001384021595HEALTHCARE SERVICESCT00YALE NEW HAVEN HEALTH SERVICES CORPORATIONRELATED0.51000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdShare Of EOY AssetsShareOfEOYAssetsAmt
CENTURY FINANCIAL SERVICES INC - DISSOLVED 91222
23 MAIDEN LANENORTH HAVENCT06473061110797DEBT COLLECTION SERVICESCTYALE NEW HAVEN HOSPITALC$1,160,7901.00000Yes (1)
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
789 HOWARD AVENEW HAVENCT06519061467717MANAGEMENT SERVICESCTC$11,343,1591.00000Yes (1)N/A$2,636,207
GREENWICH FERTILITY & IVF PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARE SERVICESCTGREENWICH HEALTH SERVICES INCC$5,521,3171.00000Yes (1)$3,150,807
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY
5 PERRYRIDGE ROADGREENWICHCT06830453833883HEALTHCARE SERVICESNJGREENWICH HOSPITALC$50,3631.00000Yes (1)$307,928
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARE SERVICESNYGREENWICH HEALTH SERVICES INCC1.00000Yes (1)$48,532
L & M SYSTEMS INC
365 MONTAUK AVENUENEW LONDONCT06320222553037HEALTHCARE RELATED SERVICESCTLAWRENCE MEMORIAL CORPORATIONC1.00000Yes (1)
L&M HOME CARE SERVICES INC
365 MONTAUK AVENUENEW LONDONCT06320061389272HOME THERAPYCTL & M SYSTEMS INCC$640,5111.00000Yes (1)$5,935,099
MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTYORK ENTERPRISES INCC$41,897,6831.00000Yes (1)$56,554,464
YALE NEW HAVEN AMBULATORY SERVICES
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARE SERVICESCTYALE NEW HAVEN HOSPITALC$2,025,8261.00000Yes (1)$21,989,093
YNHH PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMINISTRATIVE SERVICESCTC1.00000Yes (1)N/A$73,012
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (50 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BRIDGEPORT HOSPITAL
I$57,375COST
BRIDGEPORT HOSPITAL
L$120,509,526COST
BRIDGEPORT HOSPITAL
M$1,736,705COST
BRIDGEPORT HOSPITAL
P$76,193,947COST
BRIDGEPORT HOSPITAL
R$8,889,394COST
BRIDGEPORT HOSPITAL
S$195,801,500COST
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
L$10,524,809FAIR MARKET VALUE
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
Q$889,191FAIR MARKET VALUE
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
S$8,878,304FAIR MARKET VALUE
GREENWICH HOSPITAL
I$60,782COST
GREENWICH HOSPITAL
L$81,510,400COST
GREENWICH HOSPITAL
O$1,311,203COST
GREENWICH HOSPITAL
P$65,989,267COST
GREENWICH HOSPITAL
R$6,846,891COST
GREENWICH HOSPITAL
S$153,012,878COST
HOME CARE PLUS INC
M$3,972,743COST
HOME CARE PLUS INC
O$374,348COST
HOME CARE PLUS INC
S$342,594COST
LAWRENCE MEMORIAL HOSPITAL INC
I$106,794COST
LAWRENCE MEMORIAL HOSPITAL INC
L$51,284,160COST
LAWRENCE MEMORIAL HOSPITAL INC
O$340,495COST
LAWRENCE MEMORIAL HOSPITAL INC
P$47,848,005COST
LAWRENCE MEMORIAL HOSPITAL INC
Q$292,064COST
LAWRENCE MEMORIAL HOSPITAL INC
R$7,713,630COST
LAWRENCE MEMORIAL HOSPITAL INC
S$109,671,664COST
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
M$7,708,779FAIR MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
R$7,594,813FAIR MARKET VALUE
NORTHEAST MEDICAL GROUP INC
K$184,878COST
NORTHEAST MEDICAL GROUP INC
L$94,478,183COST
NORTHEAST MEDICAL GROUP INC
M$32,754,074COST
NORTHEAST MEDICAL GROUP INC
O$295,018COST
NORTHEAST MEDICAL GROUP INC
Q$106,479,833COST
NORTHEAST MEDICAL GROUP INC
R$38,035,936COST
NORTHEAST MEDICAL GROUP INC
S$9,117,465COST
SHORELINE ENDOSCOPY CENTER
M$435,374FAIR MARKET VALUE
SHORELINE ENDOSCOPY CENTER
Q$88,826FAIR MARKET VALUE
SHORELINE ENDOSCOPY CENTER
R$860,383FAIR MARKET VALUE
SHORELINE ENDOSCOPY CENTER
S$321,081FAIR MARKET VALUE
YALE NEW HAVEN CARE CONTINUUM CORP
L$518,450COST
YALE NEW HAVEN CARE CONTINUUM CORP
O$100,729COST
YALE NEW HAVEN CARE CONTINUUM CORP
P$3,063,218COST
YALE NEW HAVEN CARE CONTINUUM CORP
Q$163,649COST
YALE NEW HAVEN HOSPITAL
I$672,321COST
YALE NEW HAVEN HOSPITAL
K$4,024,129COST
YALE NEW HAVEN HOSPITAL
L$443,603,920COST
YALE NEW HAVEN HOSPITAL
M$1,248,235COST
YALE NEW HAVEN HOSPITAL
O$7,833,440COST
YALE NEW HAVEN HOSPITAL
Q$242,190,622COST
YALE NEW HAVEN HOSPITAL
R$474,295,378COST
YALE NEW HAVEN HOSPITAL
S$666,191,401COST