BRIDGEPORT HOSPITAL FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRIDGEPORT HOSPITAL FOUNDATION INC (EIN 22-2908698)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-12
- IRS object ID
- 202212249349301606
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T10:03:25-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222908698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGEPORT HOSPITAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRID | BusinessNameControlTxt |
| Phone | 2036880580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 267 GRANT STREET | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN JAKAB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2036880580 | PhoneNum |
| Signature | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | JAKAB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN JAKAB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 267 GRANT ST | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $81,994,633 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://FOUNDATION.BRIDGEPORTHOSPITAL.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | FUNDRAISING FOR BRIDGEPORT HOSPITAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | -$1,314 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,667,097 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,630,774 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,061,196 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,333,255 | CYInvestmentIncomeAmt |
| PY Other Revenue | $299,099 | PYOtherRevenueAmt |
| CY Other Revenue | $208,653 | CYOtherRevenueAmt |
| PY Total Revenue | $9,027,392 | PYTotalRevenueAmt |
| CY Total Revenue | $11,172,682 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,825,122 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,690,187 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,355,313 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,340,445 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $545,838 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,725,885 | PYOtherExpensesAmt |
| CY Other Expenses | $1,635,559 | CYOtherExpensesAmt |
| PY Total Expenses | $7,906,320 | PYTotalExpensesAmt |
| CY Total Expenses | $7,666,191 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,121,072 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,506,491 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,482,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,171,501 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,282,723 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,538,841 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,199,320 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $124,632,660 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT BRIDGEPORT HOSPITAL BY, IN LARGE PART, FUNDRAISING, AND FURTHER, TO FUND AND PROMOTE ACTIVITIES OF THE YALE NEW HAVEN HEALTH SYSTEM, THE INTEGRATED HEALTH CARE DELIVERY SYSTEM OF WHICH IT IS A PART. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,259,963 | ExpenseAmt |
| Grant | $4,690,187 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHEDULE OTHE BRIDGEPORT HOSPITAL FOUNDATION RECEIVED MORE THAN $5.6 MILLION IN PHILANTHROPIC GIFTS IN FY 2021. THE COVID-19 PANDEMIC LIMITED MANY ROUTINE FUNDRAISING ACTIVITIES EARLY IN THE YEAR; HOWEVER, IN THE SPRING AND SUMMER OF 2021 BOTH THE ROSE OF HOPE LUMINARY EVENT AND THE KAULBACH MEMORIAL GOLF CLASSIC ALLOWED FOR LONG-AWAITED AND SUCCESSFUL IN-PERSON CONNECTIONS WITH DONORS.DONORS CONTRIBUTED MORE THAN $840,000 THROUGH WILLS AND ESTATES, A SIGNIFICANTLY HIGHER FIGURE THAN IN RECENT YEARS. THE INCREASE REFLECTS THE STRONG AFFINITY THE COMMUNITY FEELS TOWARDS BRIDGEPORT HOSPITAL, WHICH HAS BEEN PROVIDING CARE TO INDIVIDUALS AND FAMILIES OF SOUTHWESTERN FAIRFIELD COUNTY FOR 138 YEARS.ONCE AGAIN, THE NORMA PFRIEM BREAST CENTER WAS THE MOST POPULAR DESIGNATION FOR DONORS. THE BREAST CENTER HOSTED ITS 20TH ANNUAL ROSE OF HOPE EVENT IN JUNE TO HONOR ITS MOST LOYAL AND GENEROUS SPONSORS. THE EVENT RAISED MORE THAN $450,000 AFTER EXPENSES TO SUPPORT PROGRAMS FOR UNDERSERVED WOMEN. ALSO IN OCTOBER, THE BREAST CENTER'S "PINK PLEDGE" INITIATIVE EXPANDED BEYOND FAIRFIELD TO RAISE FUNDS AND AWARENESS FOR BREAST CANCER IN BRIDGEPORT, STRATFORD, TRUMBULL AND MILFORD. DONORS CONTRIBUTED MORE THAN $170,000, MAINLY TO LOCAL BUSINESSES WHO IN TURN GAVE A PORTION OF THEIR SALES TO THIS GREAT CAUSE.DONORS ALSO GAVE MORE THAN $430,000 TO LAUNCH A NEW PREVENTIVE CARE PROGRAM IN THE HOSPITAL'S PRIMARY CARE CENTER (PCC). THE GOAL OF THE PROGRAM IS TO ADDRESS HEALTH CARE DISPARITIES ESPECIALLY IN CANCER SCREENING. FOR EXAMPLE, THE STATE OF CT HAS A 75% COLORECTAL CANCER SCREENING RATE, WHILE THE PCC IS AT 48%. SIMILARLY FOR BREAST CANCER SCREENING, CT IS AT 84% AND THE PCC IS AT 59% AS EXTRACTED FROM CDC WEBSITE. PHILANTHROPIC GIFTS WILL SUPPORT SALARIES OF OUTREACH STAFF AND MEDICAL ASSISTANTS TO EMPHASIZE AND CLOSE THESE GAPS IN CARE FOR PCC PATIENTS, ESPECIALLY THOSE WHO CHRONIC MEDICAL CONDITIONS AND FREQUENTLY THE VISIT THE HOSPITAL'S EMERGENCY DEPARTMENT.FINALLY, AFTER PAUSING A YEAR DUE TO COVID, THE KAULBACH MEMORIAL GOLF CLASSIC RETURNED IN SEPTEMBER TO CELEBRATE ITS 40TH ANNIVERSARY. MORE THAN 125 GOLFERS AND SPONSORS CONTRIBUTED MORE THAN $125,000 TO SUPPORT AN OUTPATIENT PALLIATIVE CARE CLINIC FOR PATIENTS LIVING WITH ADVANCED CANCER, AS WELL AS AN ONCOLOGY CHAPLAINCY PROGRAM.THE FOUNDATION ACHIEVED GUIDESTAR'S PLATINUM SEAL OF TRANSPARENCY IN 2021. GUIDESTAR GATHERS, ORGANIZES, AND DISTRIBUTES INFORMATION ABOUT MORE THAN 2.7 MILLION U.S. NONPROFITS. LAST YEAR, THERE WERE MORE THAN 10.8 MILLION UNIQUE VISITORS TO GUIDESTAR'S WEBSITE AS PEOPLE SOUGHT TRUSTWORTHY INFORMATION TO MAKE DECISIONS ABOUT NONPROFITS AND THE WORK THEY DO.THE FOUNDATION HAS ADVANCED BEYOND THE BRONZE, SILVER AND GOLD AWARDS BY ADDING IN-DEPTH FINANCIAL INFORMATION AND QUANTITATIVE METRICS ABOUT OUR COMMUNITY HEALTH INITIATIVES, AS AN EXAMPLE OF HOW OUR DONORS ARE IMPACTING THE PATIENTS SERVED BY BRIDGEPORT HOSPITAL. | Desc |
| Total Program Service Expenses | $6,259,963 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 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 AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ANNE DIAMOND | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $702,135 | $314,063 | ||
| STEPHEN JAKAB | ||||||||
| PRESIDENT/TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $406,221 | $36,816 | Yes (X) | |
| WILLIAM JENNINGS | ||||||||
| FORMER TRUSTEE | 0.00 | 0.00 | $0 | $217,625 | $0 | Yes (X) | ||
| EMIL MESHBERG | ||||||||
| CHAIR/TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARLA KLEIN | ||||||||
| VICE CHAIRMAN/TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT STANTON | ||||||||
| TREASURER/TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LESLEY O'CONNELL | ||||||||
| SECRETARY/TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN FALCONI | ||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| IVY MCKINNEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MOSKOWITZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON MUDD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA LONGOBARDI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,325,981 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $350,879 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $647,106 | FundraisingAmt |
| Related Organizations | $225,468 | RelatedOrganizationsAmt |
| Government Grants | $1,283,854 | GovernmentGrantsAmt |
| All Other Contributions | $3,474,346 | AllOtherContributionsAmt |
| Noncash Contributions | $265,306 | NoncashContributionsAmt |
| Total Contributions | $5,630,774 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,993,121 | TotalRevenueColumnAmt |
| Exclusion | $1,993,121 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,093,852 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,753,718 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,340,134 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,340,134 | TotalRevenueColumnAmt |
| Exclusion | $3,340,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $73,763 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $647,106 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,233 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,530 | TotalRevenueColumnAmt |
| Exclusion | $5,530 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ANCILLARY INCOME | 900099 | $204,437 | $204,437 | |
| PARTNERSHIP INCOME | 900099 | -$1,314 | -$1,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $203,123 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,172,682 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,314 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,543,222 | 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 | $4,690,187 | TotalAmt |
| Program Services | $4,690,187 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,822 | TotalAmt |
| Program Services | $537,406 | ProgramServicesAmt |
| Management And General | $294,551 | ManagementAndGeneralAmt |
| Fundraising | $186,865 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,623 | TotalAmt |
| Program Services | $169,649 | ProgramServicesAmt |
| Management And General | $92,984 | ManagementAndGeneralAmt |
| Fundraising | $58,990 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,736 | TotalAmt |
| Program Services | $200,830 | ProgramServicesAmt |
| Management And General | $110,074 | ManagementAndGeneralAmt |
| Fundraising | $69,832 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,143 | TotalAmt |
| Program Services | $3,240 | ProgramServicesAmt |
| Management And General | $1,776 | ManagementAndGeneralAmt |
| Fundraising | $1,127 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,220 | TotalAmt |
| Program Services | $438,978 | ProgramServicesAmt |
| Management And General | $240,602 | ManagementAndGeneralAmt |
| Fundraising | $152,640 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,411 | TotalAmt |
| Program Services | $23,953 | ProgramServicesAmt |
| Management And General | $13,129 | ManagementAndGeneralAmt |
| Fundraising | $8,329 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,891 | TotalAmt |
| Program Services | $48,470 | ProgramServicesAmt |
| Management And General | $26,567 | ManagementAndGeneralAmt |
| Fundraising | $16,854 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,956 | TotalAmt |
| Program Services | $27,933 | ProgramServicesAmt |
| Management And General | $15,310 | ManagementAndGeneralAmt |
| Fundraising | $9,713 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,655 | TotalAmt |
| Program Services | $47,291 | ProgramServicesAmt |
| Management And General | $25,920 | ManagementAndGeneralAmt |
| Fundraising | $16,444 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $108,217 | $57,083 | $31,286 | $19,848 |
| DUES,FEES & MEMBERSHIP | $28,330 | $14,943 | $8,191 | $5,196 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,666,191 | TotalAmt |
| Program Services | $6,259,963 | ProgramServicesAmt |
| Management And General | $860,390 | ManagementAndGeneralAmt |
| Fundraising | $545,838 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,984 | BOYAmt |
| EOY | $1,180,139 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,847 | BOYAmt |
| EOY | $2,312,794 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,638 | BOYAmt |
| EOY | $272,679 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,801 | BOYAmt |
| EOY | $56,954 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $70,512 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,257,892 | BOYAmt |
| EOY | $87,413,814 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,509,881 | BOYAmt |
| EOY | $34,714,549 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,000 | BOYAmt |
| EOY | $150,060 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,482,043 | BOYAmt |
| EOY | $126,171,501 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,599 | BOYAmt |
| EOY | $55,632 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,769 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,076,355 | BOYAmt |
| EOY | $1,483,209 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,282,723 | BOYAmt |
| EOY | $1,538,841 | 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 | $56,485,069 | BOYAmt |
| EOY | $57,742,446 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,714,251 | BOYAmt |
| EOY | $66,890,214 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,199,320 | BOYAmt |
| EOY | $124,632,660 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,482,043 | BOYAmt |
| EOY | $126,171,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,506,491 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,936,849 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$10,000 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,563,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,960,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,003,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,667,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,630,774 | CurrentTaxYearAmt |
| Total | $28,826,053 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,563,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,960,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,003,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,667,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,630,774 | CurrentTaxYearAmt |
| Total | $28,826,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,374,921 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,451,132 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,722,588 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,392,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,993,121 | CurrentTaxYearAmt |
| Total | $6,423,096 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $438,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,200 | CurrentTaxYearAmt |
| Total | $1,362,382 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,611,531 | TotalSupportAmt |
| Public Support CY170 | 0.74980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ANCILLARY INCOME, AND GROSS INCOME FROM FUNDRAISING EVENTS: 2016 AMOUNT: $ 201,610 2017 AMOUNT: $ 84,329 2018 AMOUNT: $ 438,575 2019 AMOUNT: $ 359,668 2020 AMOUNT: $ 278,200 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,236,155 | BeginningYearBalanceAmt |
| Contributions | $9,215 | ContributionsAmt |
| Investment Earnings Or Losses | $7,913,951 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,021,530 | OtherExpendituresAmt |
| End Year Balance | $33,137,791 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,314,742 | BeginningYearBalanceAmt |
| Contributions | -$69,516 | ContributionsAmt |
| Investment Earnings Or Losses | $2,030,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,039,224 | OtherExpendituresAmt |
| End Year Balance | $26,236,155 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,006,000 | BeginningYearBalanceAmt |
| Contributions | $17,494 | ContributionsAmt |
| Investment Earnings Or Losses | $558,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,267,485 | OtherExpendituresAmt |
| End Year Balance | $25,314,742 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,359,000 | BeginningYearBalanceAmt |
| Contributions | $16,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,132,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,501,000 | OtherExpendituresAmt |
| End Year Balance | $26,006,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,748,000 | BeginningYearBalanceAmt |
| Contributions | $378,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,827,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,594,000 | OtherExpendituresAmt |
| End Year Balance | $25,359,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.53780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ENDOWMENT POOL | $33,255,843 | F |
| PERPETUAL TRUST | $892,862 | F |
| PRIVATE EQUITY | $565,844 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $34,714,549 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| P.V. OF FUTURE ANNUITY-YURKSAITIS | $115,361 |
| P.V. OF FUTURE ANNUITY-MACDONALD | $146,166 |
| P.V. OF FUTURE ANNUITY-BODINE | $684 |
| DUE TO BRIDGEPORT HOSPITAL | $1,201,259 |
| DUE TO YALE NEW HAVEN HOSPITAL | $3,425 |
| DUE TO NORTHEAST MEDICAL GROUP INC. | $667 |
| DUE TO YALE NEW HAVEN HEALTH SERVICES CORP. | $15,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,483,209 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWED FUNDS' INTENDED USE IS TO GENERATE INCOME TO SUPPORT BRIDGEPORT HOSPITAL PROGRAM SERVICE FUNCTIONS AND OTHER OPERATIONS IN ACCORDANCE WITH THE BRIDGEPORT HOSPITAL POOLED INVESTMENT POLICY. |
| PART X, LINE 2: | BRIDGEPORT HOSPITAL FOUNDATION 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. 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, 2021 AND 2020. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROH LUNCH | Event1Nm |
| Gross Receipts Event1 | $453,675 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $439,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,175 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $35,954 | OtherDirectExpensesEvent1Amt |
| Event2 | KAULBACH | Event2Nm |
| Gross Receipts Event2 | $149,962 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $104,830 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $45,132 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $379 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $117,232 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $102,776 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $14,456 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $31,900 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $720,869 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $647,106 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $73,763 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $68,233 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $68,233 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,530 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGEPORT HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 267 GRANT STREET | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 060646554 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $4,690,187 | CashGrantAmt |
| Purpose Of Grant | TO SUPPORT THE HOSPITAL IN ACCORDANCE WITH THE ORGANIZATION MISSION. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE GRANT WRITER IN THE BRIDGEPORT HOSPITAL FOUNDATION SUPPORTS CLINICAL AND PROGRAM STAFF GRANTEES IN COMPLYING WITH THE VARIOUS REQUIREMENTS ASSOCIATED WITH STATE, FEDERAL, AND PRIVATE GRANTS, INCLUDING THE FOLLOWING: -MAINTAINING FILES FOR EACH GRANT THAT CONTAIN THE GRANT APPLICATION AND PROGRAM GUIDANCE, THE NOTICE OF GRANT AWARD, ANY ASSOCIATED CONTRACTS OR MEMORANDA OF AGREEMENT/UNDERSTANDING, COPIES OF CHECKS, AND CORRESPONDENCE RELATED TO THE GRANT; -PREPARING PROGRAM AND FINANCIAL REPORTS IN COMPLIANCE WITH THE DEADLINES SPECIFIED; -MAINTAINING VARIOUS REGISTRATIONS REQUIRE BY STATE AND FEDERAL FUNDING SOURCES; -ASSISTING IN DRAWING DOWN FUNDS ACCESSED THROUGH ACH DEPOSITS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE DIAMOND | ||||||||||||||
| TRUSTEE | $0 | $686,906 | $0 | $0 | $0 | $15,229 | $0 | $294,134 | $0 | $19,929 | $0 | $1,016,198 | $0 | $0 |
| STEPHEN JAKAB | ||||||||||||||
| PRESIDENT/TRUSTEE | $0 | $326,187 | $0 | $75,094 | $0 | $4,940 | $0 | $26,143 | $0 | $10,673 | $0 | $443,037 | $0 | $0 |
| WILLIAM JENNINGS | ||||||||||||||
| FORMER TRUSTEE | $0 | $0 | $0 | $0 | $0 | $217,625 | $0 | $0 | $0 | $0 | $0 | $217,625 | $0 | $217,625 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE FILING ORGANIZATION DOES NOT HAVE AND/OR COMPENSATE ITS OWN CEO/EXECUTIVE DIRECTOR. THESE POSITIONS ARE FILLED BY EMPLOYEES OF A RELATED ORGANIZATION(S) AND COMPENSATED THROUGH THE RESPECTIVE RELATED ORGANIZATION(S). THE METHOD(S) USED BY THE RELATED ORGANIZATION(S) FOR DETERMINING COMPENSATION FOR THESE INDIVIDUALS ARE: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | THE INDIVIDUAL LISTED BELOW IS A PARTICIPANT IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE ACCRUAL IS INCLUDED IN THE AMOUNT REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS CONSISTENT WITH THE COMPENSATION REPORTING PER IRS INSTRUCTIONS. SEVERANCE NONQUALIFIED EQUITY-BASED ANNE DIAMOND - 140,000 - |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $250,664 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE QUOTES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER REPORTED IS BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| SCHEDULE M, PART I, LINE 31: | WHILE THE ORGANIZATION DOES NOT CURRENTLY HAVE A BOARD-APPROVED GIFT ACCEPTANCE POLICY, NONSTANDARD CONTRIBUTIONS ARE REVIEWED BY THE SENIOR VICE PRESIDENT OF DEVELOPMENT IN CONSULTATION WITH THE PRESIDENT AND OTHER STAKEHOLDERS AS APPROPRIATE DEPENDING ON THE NATURE OF THE PROPOSED GIFT (E.G., TAX AND REAL ESTATE DEPARTMENTS). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | 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 | BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS, 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 A, LINE 6 | CLASSES OF MEMBERS OR STOCKHOLDERS: THE SOLE MEMBER OF BRIDGEPORT HOSPITAL FOUNDATION, INC. IS BRIDGEPORT HOSPITAL, ITSELF A CONNECTICUT NON-STOCK CORPORATION EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, SECTION A, LINE 7A | BRIDGEPORT HOSPITAL HAS THE RIGHT TO ELECT THE BOARD OF TRUSTEES OF THE FOUNDATION IN CONSULTATION WITH AND WITH THE CONSENT OF YALE NEW HAVEN HEALTH SERVICES CORPORATION AND OFFICERS OF THE FOUNDATION ARE ELECTED BY THE FOUNDATION BOARD OR AS OTHERWISE SET FORTH IN ACCORDANCE WITH THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER AND YALE NEW HAVEN HEALTH SERVICES CORPORATION HAVE THE RIGHT TO ELECT THE BOARD OF TRUSTEES OF THE FOUNDATION, AND (ON THE RECOMMENDATION OF THE BOARD OF TRUSTEES) THE FOLLOWING ADDITIONAL RIGHTS: TO APPROVE OPERATING, CASH FLOW AND CAPITAL BUDGETS; TO APPROVE GRADUATE AND UNDERGRADUATE MEDICAL EDUCATION ARRANGEMENTS; TO APPROVE MAJOR NEW CLINICAL PROGRAMS AND SERVICES AND CONTINUATION OF SAME; APPROVAL OF STRATEGIC PLANS; AND ADOPTION OF SAFETY AND QUALITY ASSESSMENT POLICIES THAT DO NOT CONFORM WITH SYSTEM POLICIES; TO APPROVE THE MERGER, CONSOLIDATION, DISSOLUTION OR THE SALE OF ALL OR SUBSTANTIALLY ALL THE ORGANIZATION'S ASSETS; TO AMEND THE CERTIFICATE OF INCORPORATION AND BYLAWS OF THE ORGANIZATION, TO APPROVE THE EXECUTION OF LONG-TERM OR MATERIAL AGREEMENTS. ADDITIONALLY, YALE NEW HAVEN HEALTH SERVICES CORPORATION RETAINS THE FOLLOWING DIRECT AUTHORITY: ADOPTION OF BUDGETARY TARGETS, INDEBTEDNESS, MANAGEMENT AND CONTROL OF LIQUID ASSETS, APPOINTMENT OF THE INDEPENDENT AUDITOR AND APPOINTMENT OF THE PRESIDENT, WITH THE APPROVAL OF THE FOUNDATION AND ITS SOLE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE SYSTEM TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR/DIRECTOR OF 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 PRESIDENT OF THE FOUNDATION AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE FOUNDATION MADE AVAILABLE A COMPLETE COPY OF THE RETURN TO THE BOARD OF TRUSTEES VIA A WEB PORTAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BRIDGEPORT HOSPITAL FOUNDATION, INC IS COVERED UNDER THE YNHHS CONFLICT OF INTEREST POLICY APPROVED AND ADOPTED BY THE SYSTEM COMPLIANCE COMMITTEE, WHICH HAS BEEN DELEGATED THE AUTHORITY TO APPROVE AND ADOPT COMPLIANCE POLICIES ON BEHALF OF THE ENTITIES IN THE SYSTEM. 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 IMMEDIATELY REPORT MATERIAL 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 OF THE FOUNDATION WOULD CONSULT WITH THE FOUNDATION'S BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT AND TAKE ANY ACTIONS THAT SHE DEEMS REQUIRED OR APPROPRIATE TO MANAGE OR RESOLVE A POTENTIAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED TO THE POTENTIAL CONFLICT AND THE POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINE 15A: COMPENSATION PROCESS FOR CEO/TOP OFFICIAL: THE TOP BHF OFFICIAL IS AN EMPLOYEE OF BH. THE BH MANAGEMENT AFFAIRS COMMITTEE IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR BH OFFICER-LEVEL EXECUTIVES, INCLUDING THE BHF PRESIDENT, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR BH OFFICER-LEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL BH BOARD OF TRUSTEES ON AN ANNUAL BASIS. IN ADDITION, THE BH MANAGEMENT AFFAIRS COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL BH OFFICER-LEVEL EXECUTIVES, AND ASSURES THAT ALL OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE BH MANAGEMENT AFFAIRS COMMITTEE CONSISTS OF TRUSTEES WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMMITTEES IN ITS COMPENSATION DELIBERATIONS IS COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE BH MANAGEMENT AFFAIRS COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE BH MANAGEMENT AFFAIRS COMMITTEE IS CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE COMMITTEE, AND PROVIDED TO THE BOARD OF TRUSTEES OF BH AND BHF. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OTHER OFFICERS THE EXECUTIVE COMPENSATION COMMITTEE OF THE YNHHS STRIVES TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE EXECUTIVE COMPENSATION 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 EXECUTIVE COMPENSATION 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 EXECUTIVE COMPENSATION 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 EXECUTIVE COMPENSATION COMMITTEE IN ITS COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION 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 EXECUTIVE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE, AND PROVIDED TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OUTSIDE CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 436,075. MANAGEMENT AND GENERAL EXPENSES 239,011. FUNDRAISING EXPENSES 151,631. TOTAL EXPENSES 826,717. CONSULTING FEE: PROGRAM SERVICE EXPENSES 2,903. MANAGEMENT AND GENERAL EXPENSES 1,591. FUNDRAISING EXPENSES 1,009. TOTAL EXPENSES 5,503. |
| FORM 990, PART XI, LINE 9: | PLEDGE RECEIVABLE WRITE OFF -10,000. |
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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIDGEPORT HOSPITAL | |||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 060646554 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | YALE NEW HAVEN HEALTH SERVICES CORP | 0 | |
| 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 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 HEALTH SERVICES CORP | |||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 222529464 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 12A, I | 0 | N/A | |
| 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) | |
| 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) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| 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 | N/A | 0 | 0 |
| YNHHSCUSP SURGERY CENTERS LLC | |||||||||
| 15305 DALLAS PKWY STE 1600 | ADDISON | TX | 75001 | 384021595 | HEALTHCARE SERVICES | CT | N/A | 0 | 0 |
| TOTAL HEALTH CONNECTICUT LLC - DISSOLVED 122220 | |||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06510 | 474070024 | HEALTHCARE SERVICES | CT | N/A | 0 | 0 |
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 | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CENTURY FINANCIAL SERVICES INC | |||||||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 06473 | 061110797 | DEBT COLLECTION SERVICES | CT | N/A | C | Yes (1) |
| CORPORATE PROFESSIONAL BUSINESS SERVICESINC | |||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061467717 | MANAGEMENT SERVICES | CT | N/A | C | Yes (1) |
| GREENWICH FERTILITY & IVF PC | |||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 300145464 | HEALTHCARE SERVICES | CT | N/A | C | Yes (1) |
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY | |||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 453833883 | HEALTHCARE SERVICES | NJ | N/A | C | Yes (1) |
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC | |||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061540101 | HEALTHCARE SERVICES | NY | N/A | C | Yes (1) |
| L & M SYSTEMS INC | |||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553037 | HEALTHCARE RELATED SERVICES | CT | N/A | C | Yes (1) |
| L&M HOME CARE SERVICES INC | |||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 061389272 | HOME THERAPY | CT | N/A | C | Yes (1) |
| MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC | |||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061087673 | PHARMACY | CT | N/A | C | Yes (1) |
| YALE NEW HAVEN AMBULATORY SERVICES | |||||||||
| 40 TEMPLE STREET | NEW HAVEN | CT | 06510 | 061398526 | HEALTHCARE SERVICES | CT | N/A | C | Yes (1) |
| YNHH-PHYSICIANS CORP | |||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061202305 | ADMINISTRATIVE SERVICES | CT | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRIDGEPORT HOSPITAL | ||
| M | $7,273,335 | COMPARABLE MARKET VALUE |
| BRIDGEPORT HOSPITAL | ||
| S | $149,420 | CASH |
| BRIDGEPORT HOSPITAL | ||
| R | $8,929,560 | CASH |