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
- Form 990
- Schedule A
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-11T06:14:26-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222529464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE NEW HAVEN HEALTH SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YALE | BusinessNameControlTxt |
| Phone | 2036682603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL KOSYLA | PersonNm |
| Person Title | EVP, CFO | PersonTitleTxt |
| Phone | 2036882603 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAIL | PersonFirstNm |
| Person Last | KOSYLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN W SEEKAMP | PreparerPersonNm |
| PTIN | P01907071 | PTIN |
| Phone | 2127589700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GAIL KOSYLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,381,759,571 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YNHHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 4094 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $1,653,499 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $785,970,874 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $881,911,125 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,536,608 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,963,316 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,077,759 | PYOtherRevenueAmt |
| CY Other Revenue | $8,458,522 | CYOtherRevenueAmt |
| PY Total Revenue | $836,585,241 | PYTotalRevenueAmt |
| CY Total Revenue | $921,332,963 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $310,265 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $441,976 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $419,113,622 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $500,469,453 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $425,769,304 | PYOtherExpensesAmt |
| CY Other Expenses | $405,425,028 | CYOtherExpensesAmt |
| PY Total Expenses | $845,193,191 | PYTotalExpensesAmt |
| CY Total Expenses | $906,336,457 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,607,950 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,996,506 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,533,997,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,444,977,032 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,070,803,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,024,993,474 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $463,194,002 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $419,983,558 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT ITS MEMBER HEALTHCARE ORGANIZATIONS FURTHER INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, AND RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $798,962,737 | ExpenseAmt |
| Grant | $441,976 | GrantAmt |
| Revenue | $888,716,148 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $798,962,737 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 272 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4094 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERNETTE D GRAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036889585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (67 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARNA BORGSTROM | |||||||||
| CEO/TRUSTEE | 16.00 | 24.00 | Yes (X) | Yes (X) | $1,689,019 | $2,533,528 | $1,296,415 | ||
| STEPHEN ALLEGRETTO | |||||||||
| FORMER OFFICER (CY2021 COMP) | 0.00 | 0.00 | $0 | $496,565 | $81,398 | Yes (X) | |||
| STEPHEN ALLEGRETTO | |||||||||
| FORMER OFFICER (VESTED DEFERRED) | 0.00 | 0.00 | $0 | $2,480,400 | $0 | Yes (X) | |||
| RICHARD D'AQUILA | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $2,742,045 | $0 | Yes (X) | |||
| CHRISTOPHER O'CONNOR | |||||||||
| CEO/TRUSTEE | 16.00 | 24.00 | Yes (X) | Yes (X) | $699,707 | $1,049,561 | $704,943 | ||
| THOMAS BALCEZAK | |||||||||
| EVP & CCO | 3.00 | 37.00 | Yes (X) | $108,407 | $1,337,024 | $614,539 | |||
| VINCENT TAMMARO | |||||||||
| TREASURER | 16.00 | 24.00 | Yes (X) | $575,839 | $863,760 | $604,620 | |||
| WILLIAM ASELTYNE | |||||||||
| ASSOCIATE SECRETARY | 8.00 | 32.00 | Yes (X) | $338,583 | $1,443,431 | $193,088 | |||
| KEITH CHURCHWELL | |||||||||
| EVP & PRESIDENT | 4.00 | 36.00 | Yes (X) | $128,142 | $1,153,286 | $571,431 | |||
| KEVIN MYATT | |||||||||
| FORMER OFFICER (CY2021 COMP) | 0.00 | 0.00 | $1,280,360 | $0 | $32,628 | Yes (X) | |||
| KEVIN MYATT | |||||||||
| FORMER OFFICER (VESTED DEFERRED) | 0.00 | 0.00 | $156,162 | $0 | $0 | Yes (X) | |||
| LISA STUMP | |||||||||
| SVP/CIO | 2.00 | 38.00 | Yes (X) | $410,680 | $616,022 | $442,438 | |||
| VINCENT PETRINI | |||||||||
| SVP | 1.00 | 39.00 | Yes (X) | $0 | $1,238,518 | $138,207 | |||
| PATRICK GREEN | |||||||||
| EVP | 12.00 | 28.00 | Yes (X) | $286,492 | $668,482 | $408,284 | |||
| ANNE DIAMOND | |||||||||
| EVP/PRESIDENT BH | 6.00 | 34.00 | Yes (X) | $139,757 | $791,953 | $363,056 | |||
| NORMAN ROTH | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $1,236,441 | $0 | $0 | Yes (X) | |||
| DIANE KELLY | |||||||||
| EVP/PRESIDENT GH | 6.00 | 34.00 | Yes (X) | $132,576 | $751,265 | $332,076 | |||
| CYNTHIA SPARER | |||||||||
| EVP (CURRENT YR COMP) | 1.00 | 39.00 | Yes (X) | $0 | $1,006,002 | $36,825 | |||
| CYNTHIA SPARER | |||||||||
| EVP (VESTED DEFERRED) | 1.00 | 39.00 | Yes (X) | $0 | $171,538 | $0 | |||
| THOMAS NEWMAN | |||||||||
| SVP | 16.00 | 24.00 | Yes (X) | $321,998 | $482,996 | $350,992 | |||
| PAMELA SCAGLIARINI | |||||||||
| SVP | 1.00 | 39.00 | Yes (X) | $0 | $744,122 | $348,330 | |||
| PATRICK MCCABE | |||||||||
| SVP (CURRENT YR COMP) | 38.00 | 2.00 | Yes (X) | $822,930 | $0 | $164,755 | |||
| PATRICK MCCABE | |||||||||
| SVP (VESTED DEFERRED) | 38.00 | 2.00 | Yes (X) | $4,462 | $0 | $0 | |||
| MATTHEW COMERFORD | |||||||||
| SVP/CSO | 1.00 | 39.00 | Yes (X) | $21,951 | $709,753 | $242,427 | |||
| MICHAEL IVY | |||||||||
| DEPUTY CMO | 40.00 | 0.00 | $842,816 | $0 | $128,535 | Yes (X) | |||
| ELIZABETH BECKMAN | |||||||||
| SVP/CNE | 1.00 | 39.00 | Yes (X) | $5,002 | $828,758 | $100,436 | |||
| JOHN SKELLY | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $4,165 | $690,059 | $317,291 | |||
| IAN SCHWARTZ | |||||||||
| SVP/CCOO | 3.00 | 37.00 | Yes (X) | $60,096 | $691,104 | $136,967 | |||
| MELISSA TURNER | |||||||||
| SVP/CHRO | 16.00 | 24.00 | Yes (X) | $236,104 | $354,156 | $286,874 | |||
| DENISE FIORE | |||||||||
| SVP | 4.00 | 36.00 | Yes (X) | $73,349 | $660,144 | $130,351 | |||
| MICHAEL ANGELINI | |||||||||
| SVP/TREASURER/CIO, INT CFO | 1.00 | 39.00 | Yes (X) | $18,506 | $598,367 | $220,914 | |||
| LORRAINE LEE | |||||||||
| SVP | 3.00 | 37.00 | Yes (X) | $48,400 | $556,603 | $220,932 | |||
| PRATHIBHA VARKEY | |||||||||
| FORMER OFFICER (CY2021 COMP) | 0.00 | 0.00 | $0 | $806,022 | $13,113 | Yes (X) | |||
| CAROLYN SALSGIVER-KOBSA | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $0 | $542,844 | $248,918 | |||
| RICHARD GOLDSTEIN | |||||||||
| INTERIM PRESIDENT NEMG | 1.00 | 39.00 | Yes (X) | $0 | $751,783 | $38,071 | |||
| STEVEN CHOI | |||||||||
| VP/CQO | 40.00 | 0.00 | $699,659 | $0 | $38,330 | Yes (X) | |||
| MARC KOSAK | |||||||||
| SVP/COO GH | 1.00 | 39.00 | Yes (X) | $0 | $533,006 | $191,679 | |||
| JOSEPH BISSON | |||||||||
| SVP BUSINESS DEV | 40.00 | 0.00 | $588,699 | $0 | $108,934 | Yes (X) | |||
| EUGENE COLUCCI | |||||||||
| VP | 4.00 | 36.00 | Yes (X) | $65,014 | $585,128 | $45,324 | |||
| JAMES MORRIS | |||||||||
| VP (CURRENT YR COMP) | 1.00 | 39.00 | Yes (X) | $19,494 | $461,340 | $37,763 | |||
| JAMES MORRIS | |||||||||
| VP (VESTED DEFERRED) | 1.00 | 39.00 | Yes (X) | $0 | $76,127 | $0 | |||
| DEREMIUS WILLIAMS | |||||||||
| SVP/PS&I | 1.00 | 39.00 | Yes (X) | $0 | $480,508 | $81,583 | |||
| STEPHEN JONES | |||||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $475,344 | $0 | $50,450 | Yes (X) | |||
| MARK RUSSI | |||||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $458,940 | $0 | $56,756 | Yes (X) | |||
| MICHAEL DIMENSTEIN | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $328,252 | $0 | $0 | Yes (X) | |||
| DAVID WURCEL | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $257,695 | $0 | $0 | Yes (X) | |||
| WILLIAM JENNINGS | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $118,770 | $0 | $0 | Yes (X) | |||
| MARY FARRELL | |||||||||
| VICE CHAIR/TRUSTEE | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VINCENT CALARCO | |||||||||
| CHAIR/TRUSTEE | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CRESPO | |||||||||
| SECRETARY/TRUSTEE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH REUBEN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| W ROBERT BERKLEY JR | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK CALLAHAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOCELYN CUNNINGHAM | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FALCONI | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLTON HIGHSMITH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AARON HOLLANDER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS KETCHUM | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LAHEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA LORIMER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES MITCHELL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| B MICHAEL RAUH | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SALOVEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT STROBEL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLIOT SUSSMAN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES TORGERSON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA SUTTON-WALLACE | |||||||||
| COO - HIRE DATE 7/11/2022 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,653,811 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $29,896,200 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,379,673 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1263 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCCARTHY MAMBRO BERTINO LLC | |||||
| 580 HARRISON AVE SUITE 102 | BOSTON | MA | 02118 | MARKETING SERVICES | $14,191,878 |
| TRIMEDX INC | |||||
| 5451 LAKEVIEW PKWY S DRIVE | INDIANAPOLIS | IN | 46268 | CONSULTING SERVICES | $8,199,061 |
| ROBERT HALF INTERNATIONAL INC | |||||
| 100 PEARL STREET SUITE 15A | HARTFORD | CT | 06473 | STAFFING SERVICES | $5,558,229 |
| CENTURY FINANCIAL SERVICES INC | |||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 53593 | COLLECTION SERVICES | $5,147,945 |
| CLOUDMED SOLUTIONS LLC | |||||
| 5700 GRANIT PARKWAY SUITE 940 | PLANO | TX | 75024 | COLLECTION SERVICES | $3,314,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 187 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | 561499 | $684,496,271 | $684,496,271 |
| INSURANCE PREMIUMS | 900099 | $85,681,366 | $85,681,366 |
| SYSTEM SUPPORT SERVICE | 900099 | $82,205,349 | $82,205,349 |
| EMERGENCY PREPAREDNESS | 900099 | $29,528,139 | $29,528,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $881,911,125 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,008,988 | TotalRevenueColumnAmt |
| Exclusion | $31,008,988 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $460,380,936 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $460,426,608 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$45,672 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$45,672 | TotalRevenueColumnAmt |
| Exclusion | -$45,672 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| VENDOR REBATES | 900099 | $3,965,345 | $3,965,345 | |
| OTHER ANCILLARY INCOME | 900099 | $2,839,678 | $2,839,678 | |
| MANAGEMENT SERVICES | 561499 | $1,653,499 | $1,653,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,458,522 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $921,332,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $888,716,148 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,653,499 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,963,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,976 | TotalAmt |
| Program Services | $441,976 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,025,082 | TotalAmt |
| Program Services | $1,002,508 | ProgramServicesAmt |
| Management And General | $9,022,574 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,647,445 | TotalAmt |
| Program Services | $324,904,005 | ProgramServicesAmt |
| Management And General | $33,743,440 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,198,111 | TotalAmt |
| Program Services | $30,231,130 | ProgramServicesAmt |
| Management And General | $3,966,981 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,443,946 | TotalAmt |
| Program Services | $63,156,448 | ProgramServicesAmt |
| Management And General | $8,287,498 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,154,869 | TotalAmt |
| Program Services | $23,120,904 | ProgramServicesAmt |
| Management And General | $3,033,965 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,221,509 | TotalAmt |
| Management And General | $8,221,509 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,802,269 | TotalAmt |
| Management And General | $4,802,269 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,250 | TotalAmt |
| Management And General | $141,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,773,005 | TotalAmt |
| Program Services | $121,791,336 | ProgramServicesAmt |
| Management And General | $15,981,669 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,275,978 | TotalAmt |
| Program Services | $14,387,967 | ProgramServicesAmt |
| Management And General | $1,888,011 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,343,167 | TotalAmt |
| Program Services | $100,195,360 | ProgramServicesAmt |
| Management And General | $13,147,807 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,985 | TotalAmt |
| Program Services | $815,919 | ProgramServicesAmt |
| Management And General | $107,066 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,213 | TotalAmt |
| Program Services | $118,213 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,811,257 | TotalAmt |
| Program Services | $30,773,151 | ProgramServicesAmt |
| Management And General | $4,038,106 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,467,338 | TotalAmt |
| Program Services | $80,467,338 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,372 | TotalAmt |
| Program Services | $377,797 | ProgramServicesAmt |
| Management And General | $49,575 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,336,457 | TotalAmt |
| Program Services | $798,962,737 | ProgramServicesAmt |
| Management And General | $107,373,720 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $810,588,918 | BOYAmt |
| EOY | $697,174,196 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,245,208 | BOYAmt |
| EOY | $929,482,963 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,053,155 | BOYAmt |
| EOY | $14,165,651 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,705,560 | BOYAmt |
| EOY | $28,254,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $608,979,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $412,118,532 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,113,181 | BOYAmt |
| EOY | $196,861,020 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,594,954 | BOYAmt |
| EOY | $112,345,414 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,002,981 | BOYAmt |
| EOY | $383,206,894 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,050,105 | BOYAmt |
| EOY | $52,050,105 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,643,683 | BOYAmt |
| EOY | $31,436,081 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,533,997,745 | BOYAmt |
| EOY | $2,444,977,032 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,401,698 | BOYAmt |
| EOY | $238,725,325 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,158,135 | BOYAmt |
| EOY | $160,415,487 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,627,957,477 | BOYAmt |
| EOY | $1,595,429,392 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,286,433 | BOYAmt |
| EOY | $30,423,270 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,070,803,743 | BOYAmt |
| EOY | $2,024,993,474 | 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 | $426,992,913 | BOYAmt |
| EOY | $383,782,469 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,201,089 | BOYAmt |
| EOY | $36,201,089 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,194,002 | BOYAmt |
| EOY | $419,983,558 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,533,997,745 | BOYAmt |
| EOY | $2,444,977,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,996,506 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$58,206,950 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| YALE NEW HAVEN HOSPITALINC | ||||
| 060646652 | 3 | Yes (1) | $0 | $0 |
| BRIDGEPORT HOSPITAL | ||||
| 060646554 | 3 | Yes (1) | $0 | $0 |
| GREENWICH HOSPITAL | ||||
| 060646659 | 3 | Yes (1) | $0 | $0 |
| NORTHEAST MEDICAL GROUP INC | ||||
| 061330992 | 10 | Yes (1) | $92,477,241 | $0 |
| LAWRENCE MEMORIAL HOSPITAL INC | ||||
| 060646704 | 3 | Yes (1) | $0 | $0 |
| LMW HEALTHCARE INC | ||||
| 460543230 | 3 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $92,477,241 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | 0 | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1: | IN ADDITION TO THE ORGANIZATIONS EXPRESSLY NAMED IN ITS CERTIFICATE OF INCORPORATION, THE ORGANIZATION'S CERTIFICATE OF INCORPORATION PROVIDES THAT IT SHALL SUPPORT SUCH OTHER ORGANIZATIONS AS MAY, FROM TIME TO TIME, BECOME AFFILIATED WITH THE ORGANIZATION. |
| PART IV, SECTION B, LINE 1 | AS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM, THE ORGANIZATION IS RESPONSIVE TO THE NEEDS AND DEMANDS OF ITS MEMBER HOSPITALS AND OTHER HEALTH CARE PROVIDERS (REFERRED TO AS DELIVERY NETWORKS). THE ORGANIZATION CREATES VALUE FOR THE DELIVERY NETWORKS AND SUPPORTS THEIR OPERATIONS BY CENTRALIZING CERTAIN ADMINISTRATIVE SERVICES WITHIN THE ORGANIZATION AND SPREADING THE COSTS OF THESE SERVICES ACROSS ALL OF THE DELIVERY NETWORKS. IN THIS WAY, THE DELIVERY NETWORKS OBTAIN THE SERVICES, EXPERTISE, INFRASTRUCTURE AND ECONOMIES OF SCALE OF A MUCH LARGER HEALTH SYSTEM. SYSTEM-WIDE SERVICES INCLUDE, IN PART, POPULATION HEALTH TECHNOLOGY, BILLING, INFORMATION TECHNOLOGY INFRASTRUCTURE, COMPLIANCE AND LEGAL AND RISK MANAGEMENT. SUPPORTING THESE "BACK OFFICE" SERVICES AND OTHER VALUE-CREATING ATTRIBUTES ALLOW THE DELIVERY NETWORKS TO FREE UP MEASURABLE RESOURCES, GENERATE NEW REVENUE FOR INVESTMENT IN THEIR RESPECTIVE LOCAL AND REGIONAL MISSIONS AND FOCUS ON PATIENT OUTCOMES AND THE HEALTH OF THE COMMUNITIES THEY SERVE. THE CHAIRS OF YALE NEW HAVEN HOSPITAL, BRIDGEPORT HOSPITAL, GREENWICH HOSPITAL AND LAWRENCE + MEMORIAL HOSPITAL SERVE AS VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FURTHER, A NUMBER OF THE ORGANIZATION'S SENIOR EXECUTIVES HAVE DELIVERY NETWORK SPECIFIC ROLES AND RESPONSIBILITIES AND REPRESENT THE INTERESTS OF THOSE DELIVERY NETWORKS. THE DELIVERY NETWORKS HAVE APPROVAL RIGHTS WITH RESPECT TO, IN PART, ARTICULATING THE LOCAL DIMENSIONS OF THE SYSTEM MISSION, VISION AND VALUES AND STRATEGY, OVERSEEING AND ASSURING PERFORMANCE IN CLINICAL QUALITY AND PATIENT SAFETY, DEVELOPING THE OPERATING AND CAPITAL BUDGETS AND OVERSEEING THEM IN THE CONTEXT OF THE OVERALL SYSTEM BUDGET, OVERSEEING PUBLIC RELATIONS, COMMUNITY ENGAGEMENT, AND LOCAL GOVERNMENT RELATIONS AND APPROVING THE LOCAL COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,980,000 | OtherCostOrOtherBasisAmt |
| Book Value | $7,980,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,831,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,628,217 | DepreciationAmt |
| Book Value | $31,202,965 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,951,140 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,449,963 | DepreciationAmt |
| Book Value | $14,501,177 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $527,985,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $409,040,352 | DepreciationAmt |
| Book Value | $118,944,676 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,232,202 | OtherCostOrOtherBasisAmt |
| Book Value | $24,232,202 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $196,861,020 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (12 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVEST. IN L+M CORP | $277,307,150 | C |
| INVEST. IN NEPC/VHA | $262,192 | C |
| INVEST. IN PATIENT WISDOM | $162,067 | C |
| INVEST. IN MCIC VERMONT | $1,000,000 | C |
| INVEST. IN N. SHORE LIJ | $644,113 | C |
| MCIC EQUITY | $91,012,251 | C |
| INVEST. IN PHYSICIAN ONE URGENT CARE | $4,081,207 | C |
| INVEST. IN SILVER HILL HOSPITAL | $1,987,938 | C |
| INVEST. IN PROTON THERAPY | $346,362 | C |
| INVEST. IN PANDA HEALTH | $1,000,000 | C |
| HSC INNOVATIONS INVESTMENT | $4,032,779 | C |
| OTHER INVESTMENTS | $1,370,835 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $383,206,894 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,423,270 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | YALE NEW HAVEN 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST | ||||||||
| 370 JAMES STREET SUITE 404 | NEW HAVEN | CT | 06513 | 651203744 | 501(C)(3) | $15,000 | $0 | SUPPORT MISSION |
| B'NAI B'RITH INTERNATIONAL | ||||||||
| 1120 20TH ST NW SUITE 300 | WASHINGTON | DC | 20236 | 530179971 | 501(C)(3) | $12,500 | $0 | SUPPORT MISSION |
| BC SPORTS INC | ||||||||
| 84 W PARK PLACE | STAMFORD | CT | 06901 | 841878535 | 501(C)(3) | $10,000 | $0 | SUPPORT MISSION |
| CAROL EMMOTT FOUNDATION | ||||||||
| 4931 SW 76TH AVE 229 | PORTLAND | OR | 97225 | 841882898 | 501(C)(3) | $30,000 | $0 | SUPPORT MISSION |
| CHRISTIAN COMMUNITY COMMISSION INC | ||||||||
| 681 DIXWELL AVENUE | NEW HAVEN | CT | 06519 | 311609929 | 501(C)(3) | $7,500 | $0 | SUPPORT MISSION |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BOULEVARD | NEW HAVEN | CT | 06519 | 222511873 | 501(C)(3) | $5,040 | $0 | SUPPORT MISSION |
| FELLOWSHIP PLACE | ||||||||
| 44 ELM STREET | NEW HAVEN | CT | 06511 | 060947027 | 501(C)(3) | $9,240 | $0 | SUPPORT MISSION |
| GREATER BRIDGEPORT OIC INC | ||||||||
| 510 BARNUM AVENUE | BRIDGEPORT | CT | 06608 | 061493753 | 501(C)(3) | $10,500 | $0 | SUPPORT MISSION |
| MARKET NEW HAVEN INC | ||||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | 061578847 | 501(C)(6) | $275,000 | $0 | SUPPORT MISSION |
| NAACP OF GREATER NEW HAVEN | ||||||||
| 545 WHALLEY AVE | NEW HAVEN | CT | 06511 | 131084135 | 501(C)(3) | $15,000 | $0 | SUPPORT MISSION |
| NEW FINANCIAL LIFE | ||||||||
| 900 CHAPEL STREET 10TH FLOOR | NEW HAVEN | CT | 06511 | 061443579 | 501(C)(3) | $10,000 | $0 | SUPPORT MISSION |
| NEW HAVEN PRIDE CENTER | ||||||||
| 84 ORANGE STREET | NEW HAVEN | CT | 06510 | 061458869 | 501(C)(3) | $7,000 | $0 | SUPPORT MISSION |
| PARADIGM FOR PARITY | ||||||||
| 960 5TH AVENUE | NEW YORK | NY | 10075 | 852840852 | 501(C)(3) | $10,000 | $0 | SUPPORT MISSION |
| RONALD MCDONALD HOUSE CHARITIES OF CT | ||||||||
| 860 HOWARD AVENUE | NEW HAVEN | CT | 06519 | 042971480 | 501(C)(3) | $7,696 | $0 | SUPPORT MISSION |
| SPECIAL OLYMPICS CONNECTICUT | ||||||||
| 2666 STATE STREET 1 | HAMDEN | CT | 06517 | 237099756 | 501(C)(3) | $7,000 | $0 | SUPPORT MISSION |
| ST MARTIN DE PORRES ACADEMY | ||||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | 810666655 | 501(C)(3) | $10,500 | $0 | SUPPORT MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NONE OF THE AMOUNTS REPORTED ON SCHEDULE I, PART II ARE GRANTS. THESE AMOUNTS ARE DONATIONS AND SPONSORSHIPS GIVEN TO ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF THEIR CHARITABLE MISSION. YALE NEW HAVEN HEALTHCARE SERVICES CORPORATION ("HSC") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)(3) OR ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR SUPPORT THE GREATER GOOD IN THE COMMUNITIES SERVED. HSC VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO HSC.. ASSISTANCE DONATED BY HSC TO THESE QUALIFYING ORGANIZATIONS IS NOT OUTCOMES-BASED AND IS GIVEN IN SUPPORT OF AN INDIVIDUAL ORGANIZATION'S FUNDRAISING EVENTS OR IN SUPPORT OF DIRECT SERVICES. HSC MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED, HOWEVER DOES NOT MONITOR SPECIFIC FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (47 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARNA BORGSTROM | ||||||||||||||
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND 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 7 | THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHEFA - SERIES A | ||||||||
| A | 060806186 | 20774YQY6 | 2014-06-23 | $102,300,000 | REFUND - J-1 | 0 | 0 | Yes (1) |
| CHEFA - SERIES B | ||||||||
| B | 060806186 | 20774YQP5 | 2014-06-23 | $168,275,000 | REFUND - M | 0 | 0 | Yes (1) |
| CHEFA - SERIES C | ||||||||
| C | 060806186 | 20774YQM2 | 2014-06-23 | $83,625,000 | REFUND - K-1,K-2 | 0 | 0 | Yes (1) |
| CHEFA - SERIES D | ||||||||
| D | 060806186 | 20774YQN0 | 2014-06-23 | $108,275,000 | REFUND - L-1,L-2 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $122,999,458 | $1,465,826 | $121,533,632 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $176,852,421 | $1,474,421 | $175,378,000 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| C | $90,442,157 | $680,898 | $89,725,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $57,680,000 | $36,261 |
| D | $109,094,865 | $771,839 | $108,279,287 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $43,739 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00020 | 0.00020 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00300 | 0.00300 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00020 | 0.00020 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CHEFA - SERIES A DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2020 ISSUER NAME: CHEFA - SERIES B DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2020 ISSUER NAME: CHEFA - SERIES C DATE THE REBATE COMPUTATION WAS PERFORMED: 06/23/2019 ISSUER NAME: CHEFA - SERIES D DATE THE REBATE COMPUTATION WAS PERFORMED: 06/23/2019 ISSUER NAME: CHEFA - SERIES E DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2020 |
| PART II LINE 3 | THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART II, LINE 3 IS DUE TO EITHER INVESTMENT EARNINGS OR PREMIUM RECEIVED FROM PURCHASER. |
| PART III LINE 3B | THE ORGANIZATION IS A MEMBER OF THE YALE NEW HAVEN HEALTH OBLIGATED GROUP ("YNHHS"). YNHHS HAS IN-HOUSE LEGAL COUNSEL STAFF WHO REVIEW MANAGEMENT, OR SERVICE CONTRACTS AND RESEARCH AGREEMENTS RELATING TO THE FINANCED PROPERTY TO ENSURE THAT SUCH AGREEMENTS ARE COMPLIANT WITH APPLICABLE SAFE HARBORS. IN-HOUSE COUNSEL CONSULTS WITH THE ORGANIZATION'S OUTSIDE BOND COUNSEL AS NEEDED, INCLUDING ON NON-ROUTINE ISSUES. |
| PART III, LINE 9 & PART V | AS PART OF THE YALE NEW HAVEN HEALTH OBLIGATED GROUP, THE ORGANIZATION HAS POLICIES AND PROCEDURES IN PLACE TO ENSURE COMPLIANCE WITH FEDERAL TAX LAW, AND TO TIMELY IDENTIFY NONCOMPLIANCE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA - SERIES E | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20774YRV1 | CUSIPNum |
| Bond Issued | 2014-06-23 | BondIssuedDt |
| Issue Price | $80,935,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION/EQUIP | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | Yes (1) | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $21,260,000 | RetiredAmt |
| Total Proceeds | $92,315,918 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,157,121 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $91,158,797 | CapitalExpendituresAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00040 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00040 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY-JANE CALLAHAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V - COLUMN D | RelationshipDescriptionTxt |
| Transaction | $180,511 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, COLUMN (D) | FormAndLineReferenceDesc |
| Explanation | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS NAME OF INTERESTED PERSON: MARY-JANE CALLAHAN TRUSTEE JACK CALLAHAN'S SISTER, MARY-JANE CALLAHAN, IS EMPLOYED BY YALE NEW HAVEN HEALTH SERVICES CORPORATION AND RECEIVED COMPENSATION OVER $10,000.00 DURING THE TAX YEAR BY THE ORGANIZATION.AMOUNT OF TRANSACTION: $180,511 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | YALE 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 4A | QUALITY 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 2 | PART 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 11B | THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE YNHHS TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE DIRECTOR AND VP OF CORPORATE FINANCE. SUBSEQUENTLY IT IS SENT TO KPMG LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUP ARE CLEARED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MAKES AVAILABLE A COMPLETE COPY OF THE RETURN TO ITS BOARD OF TRUSTEES. A SECURE WEB PORTAL IS AVAILABLE TO BOARD MEMBERS TO ACCESS THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO PROMPTLY REPORT CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT TO DEVELOP A PLAN TO MITIGATE ANY ACTUAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED WITH WHICH SHE OR HE HAD AN ACTUAL OR POTENTIAL CONFLICT AND THE ACTUAL OR POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE 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 19 | COPIES OF ALL AVAILABLE DOCUMENTS ARE ACCESSIBLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,039,241. 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BRIDGEPORT HOSPITAL | ||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 060646554 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) |
| BRIDGEPORT HOSPITAL FOUNDATION INC | ||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 222908698 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 7 | BRIDGEPORT HOSPITAL | Yes (1) |
| BRIDGEPORT HOSPITAL FRIENDS OF PEDIATRICS INC | ||||||||||
| 120 COLUMBINE DRIVE | TRUMBULL | CT | 06611 | 066048427 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 12A, I | YALE NEW HAVEN HOSPITAL | Yes (1) |
| GREENWICH HOSPITAL | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 060646659 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) |
| HOME CARE PLUS INC | ||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061044331 | HOME HEALTHCARE SERVICES | CT | 501C3 | LINE 10 | YALE NEW HAVEN CARE CONTINUUM CORP | Yes (1) |
| LAWRENCE MEMORIAL CORPORATION | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553028 | PROMOTE HEALTHCARE | CT | 501C3 | LINE 12A, I | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) |
| LAWRENCE MEMORIAL HOSPITAL INC | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 060646704 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | LAWRENCE MEMORIAL CORPORATION | Yes (1) |
| LMW HEALTHCARE INC | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 460543230 | HEALTHCARE SERVICES | RI | 501C3 | LINE 3 | LAWRENCE MEMORIAL CORPORATION | Yes (1) |
| NORTHEAST MEDICAL GROUP INC | ||||||||||
| 99 HAWLEY LANE | STRATFORD | CT | 06614 | 061330992 | HEALTHCARE SERVICES | CT | 501C3 | LINE 10 | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) |
| NORTHEAST MEDICAL GROUP PLLC | ||||||||||
| 99 HAWLEY LANE | STRATFORD | CT | 06614 | 352380180 | HEALTHCARE SERVICES | NY | 501C3 | LINE 12A, I | NORTHEAST MEDICAL GROUP INC | Yes (1) |
| PERRYRIDGE CORPORATION | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061207316 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 10 | GREENWICH HOSPITAL | Yes (1) |
| SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC | ||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 061297708 | TITLE HOLDING | CT | 501C2 | BRIDGEPORT HOSPITAL | Yes (1) | |
| THE GREENWICH HOSPITAL ENDOWMENT FUND INC | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061526642 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 12C, III-FI | GREENWICH HOSPITAL | Yes (1) |
| THE WESTERLY HOSPITAL FOUNDATION INC | ||||||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | 050508064 | FUNDRAISING SERVICES | RI | 501C3 | LINE 12A, I | LMW HEALTHCARE INC | Yes (1) |
| VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC | ||||||||||
| 403 NORTH FRONTAGE ROAD | WATERFORD | CT | 06385 | 060646616 | HOME HEALTHCARE SERVICES | CT | 501C3 | LINE 10 | LAWRENCE MEMORIAL CORPORATION | Yes (1) |
| WESTERLY HOSPITAL AUXILIARY INC | ||||||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | 222507181 | FUNDRAISING ACTIVITIES | RI | 501C3 | LINE 12A, I | LMW HEALTHCARE INC | Yes (1) |
| YALE NEW HAVEN CARE CONTINUUM CORP | ||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 455235566 | NURSING HOME | CT | 501C3 | LINE 3 | YALE NEW HAVEN HOSPITAL | Yes (1) |
| YALE NEW HAVEN HOSPITAL | ||||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06504 | 060646652 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHORELINE ENDOSCOPY CENTER LLC | ||||||||||||||
| 800 BOSTON POST ROAD | GUILFORD | CT | 06437 | 900110459 | HEALTHCARE SERVICES | CT | N/A | 0 | 0 | |||||
| YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST | ||||||||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | 271374301 | INVESTMENT | DE | 0 | 0 | YALE NEW HAVEN HEALTH SERVICES CORPORATION | RELATED | $30,219,482 | $885,570,410 | 0.24500 | |
| YNHHSCUSP SURGERY CENTERS LLC | ||||||||||||||
| 15305 DALLAS PKWY STE 1600 | ADDISON | TX | 75001 | 384021595 | HEALTHCARE SERVICES | CT | 0 | 0 | YALE NEW HAVEN HEALTH SERVICES CORPORATION | RELATED | 0.51000 | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTURY FINANCIAL SERVICES INC - DISSOLVED 91222 | |||||||||||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 06473 | 061110797 | DEBT COLLECTION SERVICES | CT | YALE NEW HAVEN HOSPITAL | C | $1,160,790 | 1.00000 | Yes (1) | ||
| CORPORATE PROFESSIONAL BUSINESS SERVICES INC | |||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061467717 | MANAGEMENT SERVICES | CT | C | $11,343,159 | 1.00000 | Yes (1) | N/A | $2,636,207 | |
| GREENWICH FERTILITY & IVF PC | |||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 300145464 | HEALTHCARE SERVICES | CT | GREENWICH HEALTH SERVICES INC | C | $5,521,317 | 1.00000 | Yes (1) | $3,150,807 | |
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY | |||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 453833883 | HEALTHCARE SERVICES | NJ | GREENWICH HOSPITAL | C | $50,363 | 1.00000 | Yes (1) | $307,928 | |
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC | |||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061540101 | HEALTHCARE SERVICES | NY | GREENWICH HEALTH SERVICES INC | C | 1.00000 | Yes (1) | $48,532 | ||
| L & M SYSTEMS INC | |||||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553037 | HEALTHCARE RELATED SERVICES | CT | LAWRENCE MEMORIAL CORPORATION | C | 1.00000 | Yes (1) | |||
| L&M HOME CARE SERVICES INC | |||||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 061389272 | HOME THERAPY | CT | L & M SYSTEMS INC | C | $640,511 | 1.00000 | Yes (1) | $5,935,099 | |
| MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC | |||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061087673 | PHARMACY | CT | YORK ENTERPRISES INC | C | $41,897,683 | 1.00000 | Yes (1) | $56,554,464 | |
| YALE NEW HAVEN AMBULATORY SERVICES | |||||||||||||
| 40 TEMPLE STREET | NEW HAVEN | CT | 06510 | 061398526 | HEALTHCARE SERVICES | CT | YALE NEW HAVEN HOSPITAL | C | $2,025,826 | 1.00000 | Yes (1) | $21,989,093 | |
| YNHH PHYSICIANS CORP | |||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061202305 | ADMINISTRATIVE SERVICES | CT | C | 1.00000 | Yes (1) | N/A | $73,012 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (50 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRIDGEPORT HOSPITAL | ||
| I | $57,375 | COST |
| BRIDGEPORT HOSPITAL | ||
| L | $120,509,526 | COST |
| BRIDGEPORT HOSPITAL | ||
| M | $1,736,705 | COST |
| BRIDGEPORT HOSPITAL | ||
| P | $76,193,947 | COST |
| BRIDGEPORT HOSPITAL | ||
| R | $8,889,394 | COST |
| BRIDGEPORT HOSPITAL | ||
| S | $195,801,500 | COST |
| CORPORATE PROFESSIONAL BUSINESS SERVICES INC | ||
| L | $10,524,809 | FAIR MARKET VALUE |
| CORPORATE PROFESSIONAL BUSINESS SERVICES INC | ||
| Q | $889,191 | FAIR MARKET VALUE |
| CORPORATE PROFESSIONAL BUSINESS SERVICES INC | ||
| S | $8,878,304 | FAIR MARKET VALUE |
| GREENWICH HOSPITAL | ||
| I | $60,782 | COST |
| GREENWICH HOSPITAL | ||
| L | $81,510,400 | COST |
| GREENWICH HOSPITAL | ||
| O | $1,311,203 | COST |
| GREENWICH HOSPITAL | ||
| P | $65,989,267 | COST |
| GREENWICH HOSPITAL | ||
| R | $6,846,891 | COST |
| GREENWICH HOSPITAL | ||
| S | $153,012,878 | COST |
| HOME CARE PLUS INC | ||
| M | $3,972,743 | COST |
| HOME CARE PLUS INC | ||
| O | $374,348 | COST |
| HOME CARE PLUS INC | ||
| S | $342,594 | COST |
| LAWRENCE MEMORIAL HOSPITAL INC | ||
| I | $106,794 | COST |
| LAWRENCE MEMORIAL HOSPITAL INC | ||
| L | $51,284,160 | COST |
| LAWRENCE MEMORIAL HOSPITAL INC | ||
| O | $340,495 | COST |
| LAWRENCE MEMORIAL HOSPITAL INC | ||
| P | $47,848,005 | COST |
| LAWRENCE MEMORIAL HOSPITAL INC | ||
| Q | $292,064 | COST |
| LAWRENCE MEMORIAL HOSPITAL INC | ||
| R | $7,713,630 | COST |
| LAWRENCE MEMORIAL HOSPITAL INC | ||
| S | $109,671,664 | COST |
| MEDICAL CENTER PHARMACY & HOME CARE CENTER INC | ||
| M | $7,708,779 | FAIR MARKET VALUE |
| MEDICAL CENTER PHARMACY & HOME CARE CENTER INC | ||
| R | $7,594,813 | FAIR MARKET VALUE |
| NORTHEAST MEDICAL GROUP INC | ||
| K | $184,878 | COST |
| NORTHEAST MEDICAL GROUP INC | ||
| L | $94,478,183 | COST |
| NORTHEAST MEDICAL GROUP INC | ||
| M | $32,754,074 | COST |
| NORTHEAST MEDICAL GROUP INC | ||
| O | $295,018 | COST |
| NORTHEAST MEDICAL GROUP INC | ||
| Q | $106,479,833 | COST |
| NORTHEAST MEDICAL GROUP INC | ||
| R | $38,035,936 | COST |
| NORTHEAST MEDICAL GROUP INC | ||
| S | $9,117,465 | COST |
| SHORELINE ENDOSCOPY CENTER | ||
| M | $435,374 | FAIR MARKET VALUE |
| SHORELINE ENDOSCOPY CENTER | ||
| Q | $88,826 | FAIR MARKET VALUE |
| SHORELINE ENDOSCOPY CENTER | ||
| R | $860,383 | FAIR MARKET VALUE |
| SHORELINE ENDOSCOPY CENTER | ||
| S | $321,081 | FAIR MARKET VALUE |
| YALE NEW HAVEN CARE CONTINUUM CORP | ||
| L | $518,450 | COST |
| YALE NEW HAVEN CARE CONTINUUM CORP | ||
| O | $100,729 | COST |
| YALE NEW HAVEN CARE CONTINUUM CORP | ||
| P | $3,063,218 | COST |
| YALE NEW HAVEN CARE CONTINUUM CORP | ||
| Q | $163,649 | COST |
| YALE NEW HAVEN HOSPITAL | ||
| I | $672,321 | COST |
| YALE NEW HAVEN HOSPITAL | ||
| K | $4,024,129 | COST |
| YALE NEW HAVEN HOSPITAL | ||
| L | $443,603,920 | COST |
| YALE NEW HAVEN HOSPITAL | ||
| M | $1,248,235 | COST |
| YALE NEW HAVEN HOSPITAL | ||
| O | $7,833,440 | COST |
| YALE NEW HAVEN HOSPITAL | ||
| Q | $242,190,622 | COST |
| YALE NEW HAVEN HOSPITAL | ||
| R | $474,295,378 | COST |
| YALE NEW HAVEN HOSPITAL | ||
| S | $666,191,401 | COST |