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YALE NEW HAVEN HEALTH SERVICES CORPORATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
YALE NEW HAVEN HEALTH SERVICES CORPORATION (EIN 22-2529464)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-12
IRS object ID
202242249349300644
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-12T10:03:26-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222529464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YALE NEW HAVEN HEALTH SERVICESBusinessNameLine1Txt
Business Name Line2CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlYALEBusinessNameControlTxt
Phone2036689991PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL T ANGELINIPersonNm
Person TitleINT. CFO, SVP, TREASURERPersonTitleTxt
Phone2036889991PhoneNum
Signature2022-08-12SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastANGELINIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL T ANGELINIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1789 HOWARD AVEAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06519ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,157,297,975GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.YNHHS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee3752TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$416,666TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$734,999,316PYProgramServiceRevenueAmt
CY Program Service Revenue$785,970,874CYProgramServiceRevenueAmt
PY Investment Income$1,905,750PYInvestmentIncomeAmt
CY Investment Income$42,536,608CYInvestmentIncomeAmt
PY Other Revenue$5,425,076PYOtherRevenueAmt
CY Other Revenue$8,077,759CYOtherRevenueAmt
PY Total Revenue$742,330,142PYTotalRevenueAmt
CY Total Revenue$836,585,241CYTotalRevenueAmt
PY Grants And Similar Paid$396,619PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$310,265CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$407,797,880PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$419,113,622CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$335,494,256PYOtherExpensesAmt
CY Other Expenses$425,769,304CYOtherExpensesAmt
PY Total Expenses$743,688,755PYTotalExpensesAmt
CY Total Expenses$845,193,191CYTotalExpensesAmt
PY Revenues Less Expenses-$1,358,613PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$8,607,950CYRevenuesLessExpensesAmt
Total Assets BOY$2,616,043,894TotalAssetsBOYAmt
Total Assets EOY$2,533,997,745TotalAssetsEOYAmt
Total Liabilities BOY$2,164,002,064TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,070,803,743TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$452,041,830NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$463,194,002NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT ITS MEMBER HEALTHCARE ORGANIZATIONS FURTHER INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, AND RESEARCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$706,403,232ExpenseAmt
Grant$310,265GrantAmt
Revenue$793,631,967RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$706,403,232TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document327IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3752EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
PATRICK MCCABE
SR. VP (CURRENT YR COMP)38.002.00Yes (X)$861,056$0$142,148
PATRICK MCCABE
SR. VP (VESTED DEFERRED)38.002.00Yes (X)$4,278,619$0$0
MARNA BORGSTROM
CEO/TRUSTEE16.0024.00Yes (X)$1,425,272$2,137,906$1,255,890Yes (X)
RICHARD D'AQUILA
PRES. (CURRENT YR COMP)8.0032.00Yes (X)$602,542$2,410,167$257,046
RICHARD D'AQUILA
PRES. (VESTED DEFERRED)8.0032.00Yes (X)$140,800$563,198$0
CHRISTOPHER O'CONNOR
PRESIDENT37.003.00Yes (X)$1,687,615$0$758,246
VINCENT TAMMARO
SR. VP/CFO/TREASURER16.0024.00Yes (X)$600,908$901,362$684,039
THOMAS BALCEZAK
EXECUTIVE VP/CCO3.0037.00Yes (X)$109,776$1,297,605$666,340
WILLIAM ASELTYNE
SR. VP8.0032.00Yes (X)$239,141$1,019,495$576,952
PRATHIBHA VARKEY
SR. VP8.0032.00Yes (X)$225,281$901,128$477,353
LISA STUMP
SR. VP/CIO8.0032.00Yes (X)$213,647$854,587$485,879
NORMAN ROTH
EX. VP1.000.00Yes (X)$1,471,149$0$40,782
PATRICK GREEN
EX. VP8.0032.00Yes (X)$200,776$803,102$460,264
VINCENT PETRINI
SR. VP1.0039.00Yes (X)$0$861,092$391,601
KEVIN MYATT
SR. VP (CURRENT YR COMP)16.0024.00Yes (X)$438,602$657,905$151,274
KEVIN MYATT
SR. VP (VESTED DEFERRED)16.0024.00Yes (X)$133,875$200,812$0
THOMAS NEWMAN
SR. VP16.0024.00Yes (X)$322,370$483,556$379,564
PAMELA SCAGLIARINI
SR. VP1.0039.00Yes (X)$778,880$0$388,336
MICHAEL IVY
DEPUTY CMO40.000.00$943,341$0$119,647Yes (X)
JOHN SKELLY
VP1.0039.00Yes (X)$4,247$703,556$352,610
DIANE KELLY
EX. VP8.0032.00Yes (X)$158,034$632,137$231,997
ANNE DIAMOND
EXECUTIVE VP8.0032.00Yes (X)$140,427$561,708$314,063
IAN SCHWARTZ
SR. VP3.0037.00Yes (X)$54,787$647,618$237,761
STEPHEN ALLEGRETTO
VP4.0036.00Yes (X)$62,986$566,881$306,659
DAVID WURCEL
FORMER OFFICER0.000.00$635,950$0$0Yes (X)
MATTHEW COMERFORD
SR. VP1.0039.00Yes (X)$20,728$694,026$203,738
DENISE FIORE
SR. VP (CURRENT YR COMP)1.0039.00Yes (X)$0$742,393$130,325
DENISE FIORE
SR. VP (VESTED DEFERRED)1.0039.00Yes (X)$0$93,293$0
MELISSA TURNER
VP1.0039.00Yes (X)$0$583,618$268,814
CAROLYN SALSGIVER-KOBSA
VP1.0039.00Yes (X)$0$567,678$281,473
VICTOR MORRIS
SVP AND CMO40.000.00$736,892$0$110,339Yes (X)
ELIZABETH BECKMAN
SR. VP1.0039.00Yes (X)$3,788$627,722$196,751
STEVEN CHOI
VP/CQO40.000.00$724,403$0$37,772Yes (X)
MICHAEL ANGELINI
SR. VP1.0039.00Yes (X)$20,124$571,775$166,576
LORRAINE LEE
SR. VP4.0036.00Yes (X)$44,757$529,058$176,039
RICHARD GOLDSTEIN
INTERIM PRES NEMG1.0039.00Yes (X)$0$731,685$38,768
EUGENE COLUCCI
VP4.0036.00Yes (X)$68,212$613,910$45,349
JOSEPH BISSON
VP BUSINESS DEV40.000.00$617,077$0$99,938Yes (X)
DEREMIUS WILLIAMS
VP PAYER STRATEGY40.000.00$513,602$0$78,879Yes (X)
MICHAEL DIMENSTEIN
VP (CURRENT YR COMP)1.000.00Yes (X)$514,657$0$33,425
MICHAEL DIMENSTEIN
VP (VESTED DEFERRED)1.000.00Yes (X)$124,300$0$0
JAMES MORRIS
VP (CURRENT YR COMP)1.0039.00Yes (X)$18,173$482,620$42,831
JAMES MORRIS
VP (VESTED DEFERRED)1.0039.00Yes (X)$4,756$114,153$0
WILLIAM JENNINGS
FORMER OFFICER0.000.00$217,625$0$0Yes (X)
VINCENT CALARCO
CHAIR/TRUSTEE1.001.00Yes (X)$0$0$0Yes (X)
MARY FARRELL
VICE CHAIR/TRUSTEE1.001.00Yes (X)$0$0$0Yes (X)
JOSEPH CRESPO
SECRETARY/TRUSTEE1.000.00Yes (X)$0$0$0Yes (X)
JACK CALLAHAN
TRUSTEE1.000.00$0$0$0Yes (X)
CARLTON HIGHSMITH
TRUSTEE1.000.00$0$0$0Yes (X)
AARON HOLLANDER
TRUSTEE1.001.00$0$0$0Yes (X)
THOMAS KETCHUM
TRUSTEE1.001.00$0$0$0Yes (X)
JOHN LAHEY
TRUSTEE1.000.00$0$0$0Yes (X)
MARVIN LENDER
TRUSTEE1.001.00$0$0$0Yes (X)
JOHN FALCONI
TRUSTEE1.002.00$0$0$0Yes (X)
BENJAMIN POLAK
TRUSTEE1.000.00$0$0$0Yes (X)
B MICHAEL RAUH
TRUSTEE1.001.00$0$0$0Yes (X)
MEREDITH REUBEN
TRUSTEE1.001.00$0$0$0Yes (X)
PETER SALOVEY
TRUSTEE1.001.00$0$0$0Yes (X)
ELLIOT SUSSMAN
TRUSTEE1.001.00$0$0$0Yes (X)
JAMES TORGERSON
TRUSTEE1.001.00$0$0$0Yes (X)
W ROBERT BERKLEY JR
TRUSTEE1.003.00$0$0$0Yes (X)
LINDA LORIMER
TRUSTEE1.001.00$0$0$0Yes (X)
JAMES MITCHELL
TRUSTEE1.004.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$19,359,175TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$22,555,746TotReportableCompRltdOrgAmt
Total Other Compensation$10,589,468TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1147IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TRIMEDX INC
5451 LAKEVIEW PKWY S DRIVEINDIANAPOLISIN46268CONSULTING SERVICES$11,409,464
MCCARTHY MAMBRO BERTINO LLC
580 HARRISON AVE SUITE 102BOSTONMA02118MARKETING SERVICES$8,402,859
EPIC SYSTEMS CORPORATION
1979 MILKY WAYVERONAWI53593CONSULTING SERVICES$8,095,983
CONNECTICUT HOSPITAL ASSOCIATES
110 BARNES ROADWALLINGFORDCT06492CONSULTING SERVICES$4,420,606
MASON INC
23 AMITY ROADBETHANYCT06524ADVERTISING SERVICES$4,337,639
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K178CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MANAGEMENT SERVICES900099$606,831,789$606,831,789
INSURANCE PREMIUMS900099$84,725,529$84,725,529
SYSTEM SUPPORT SERVICE900099$74,383,089$74,383,089
EMERGENCY PREPAREDNESS900099$20,030,467$20,030,467
FieldValueIRS element (for citing)
Total Program Service Revenue$785,970,874TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,044,701TotalRevenueColumnAmt
Exclusion$40,044,701ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$323,204,641SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$320,712,734SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,491,907SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,491,907TotalRevenueColumnAmt
Exclusion$2,491,907ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER ANCILLARY INCOME900099$4,098,391$4,105,238-$6,847
VENDOR REBATES900099$3,555,855$3,555,855
MANAGEMENT SERVICES RE900099$423,513$423,513
FieldValueIRS element (for citing)
Other Revenue Total$8,077,759OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$836,585,241TotalRevenueColumnAmt
Related Or Exempt Func Income$793,631,967RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$416,666UnrelatedBusinessRevenueAmt
Exclusion$42,536,608ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$310,265TotalAmt
Program Services$310,265ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$14,342,934TotalAmt
Program Services$1,434,293ProgramServicesAmt
Management And General$12,908,641ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$304,835,791TotalAmt
Program Services$270,665,570ProgramServicesAmt
Management And General$34,170,221ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,801,092TotalAmt
Program Services$18,585,431ProgramServicesAmt
Management And General$3,215,661ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$54,619,071TotalAmt
Program Services$46,562,758ProgramServicesAmt
Management And General$8,056,313ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,514,734TotalAmt
Program Services$20,046,311ProgramServicesAmt
Management And General$3,468,423ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,670,498TotalAmt
Management And General$4,670,498ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,955,801TotalAmt
Management And General$2,955,801ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,305,440TotalAmt
Management And General$26,305,440ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$121,243,309TotalAmt
Program Services$102,976,828ProgramServicesAmt
Management And General$18,266,481ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,268,095TotalAmt
Program Services$1,081,051ProgramServicesAmt
Management And General$187,044ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$104,007,324TotalAmt
Program Services$88,666,244ProgramServicesAmt
Management And General$15,341,080ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$609,533TotalAmt
Program Services$519,627ProgramServicesAmt
Management And General$89,906ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$22,668,927TotalAmt
Program Services$22,668,927ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$41,095,833TotalAmt
Program Services$35,034,198ProgramServicesAmt
Management And General$6,061,635ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$79,976,308TotalAmt
Program Services$79,976,308ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
UTILITIES$14,446,128$12,315,324$2,130,804
SUPPLIES$5,050,507$4,305,557$744,950
PROPERTY TAX$910,238$775,978$134,260
DUES, FEES & MEMBERSHIP$252,142$214,951$37,191

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$309,221TotalAmt
Program Services$263,611ProgramServicesAmt
Management And General$45,610ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$845,193,191TotalAmt
Program Services$706,403,232ProgramServicesAmt
Management And General$138,789,959ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$564,574,513BOYAmt
EOY$810,588,918EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,058,086,730BOYAmt
EOY$994,245,208EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,581,678BOYAmt
EOY$15,053,155EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,408,953BOYAmt
EOY$20,705,560EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$545,420,456LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$377,307,275LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$177,940,702BOYAmt
EOY$168,113,181EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$309,322,985BOYAmt
EOY$72,594,954EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$375,180,405BOYAmt
EOY$365,002,981EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$40,897,823BOYAmt
EOY$35,643,683EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,616,043,894BOYAmt
EOY$2,533,997,745EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$229,460,978BOYAmt
EOY$221,401,698EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$366,545,993BOYAmt
EOY$133,158,135EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,428,864,285BOYAmt
EOY$1,627,957,477EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$139,130,808BOYAmt
EOY$88,286,433EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,164,002,064BOYAmt
EOY$2,070,803,743EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$415,840,741BOYAmt
EOY$426,992,913EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$452,041,830BOYAmt
EOY$463,194,002EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,616,043,894BOYAmt
EOY$2,533,997,745EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$8,607,950ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19,760,122NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
YALE NEW HAVEN HOSPITALINC
0606466523Yes (1)$0$0
BRIDGEPORT HOSPITAL
0606465543Yes (1)$0$0
GREENWICH HOSPITAL
0606466593Yes (1)$0$0
NORTHEAST MEDICAL GROUP INC
06133099210Yes (1)$93,724,275$0
LAWRENCE MEMORIAL HOSPITAL INC
0606467043Yes (1)$0$0
LMW HEALTHCARE INC
4605432303Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Support Sum$93,724,275SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

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

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 1:IN ADDITION TO THE ORGANIZATIONS EXPRESSLY NAMED IN ITS CERTIFICATE OF INCORPORATION, THE ORGANIZATION'S CERTIFICATE OF INCORPORATION PROVIDES THAT IT SHALL SUPPORT SUCH OTHER ORGANIZATIONS AS MAY, FROM TIME TO TIME, BECOME AFFILIATED WITH THE ORGANIZATION.
PART IV, SECTION B, LINE 1AS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM, THE ORGANIZATION IS RESPONSIVE TO THE NEEDS AND DEMANDS OF ITS MEMBER HOSPITALS AND OTHER HEALTH CARE PROVIDERS (REFERRED TO AS DELIVERY NETWORKS). THE ORGANIZATION CREATES VALUE FOR THE DELIVERY NETWORKS AND SUPPORTS THEIR OPERATIONS BY CENTRALIZING CERTAIN ADMINISTRATIVE SERVICES WITHIN THE ORGANIZATION AND SPREADING THE COSTS OF THESE SERVICES ACROSS ALL OF THE DELIVERY NETWORKS. IN THIS WAY, THE DELIVERY NETWORKS OBTAIN THE SERVICES, EXPERTISE, INFRASTRUCTURE AND ECONOMIES OF SCALE OF A MUCH LARGER HEALTH SYSTEM. SYSTEM-WIDE SERVICES INCLUDE, IN PART, POPULATION HEALTH TECHNOLOGY, BILLING, INFORMATION TECHNOLOGY INFRASTRUCTURE, COMPLIANCE AND LEGAL AND RISK MANAGEMENT. SUPPORTING THESE "BACK OFFICE" SERVICES AND OTHER VALUE-CREATING ATTRIBUTES ALLOW THE DELIVERY NETWORKS TO FREE UP MEASURABLE RESOURCES, GENERATE NEW REVENUE FOR INVESTMENT IN THEIR RESPECTIVE LOCAL AND REGIONAL MISSIONS AND FOCUS ON PATIENT OUTCOMES AND THE HEALTH OF THE COMMUNITIES THEY SERVE. THE CHAIRS OF YALE NEW HAVEN HOSPITAL, BRIDGEPORT HOSPITAL, GREENWICH HOSPITAL AND LAWRENCE + MEMORIAL HOSPITAL SERVE AS VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FURTHER, A NUMBER OF THE ORGANIZATION'S SENIOR EXECUTIVES HAVE DELIVERY NETWORK SPECIFIC ROLES AND RESPONSIBILITIES AND REPRESENT THE INTERESTS OF THOSE DELIVERY NETWORKS. THE DELIVERY NETWORKS HAVE APPROVAL RIGHTS WITH RESPECT TO, IN PART, ARTICULATING THE LOCAL DIMENSIONS OF THE SYSTEM MISSION, VISION AND VALUES AND STRATEGY, OVERSEEING AND ASSURING PERFORMANCE IN CLINICAL QUALITY AND PATIENT SAFETY, DEVELOPING THE OPERATING AND CAPITAL BUDGETS AND OVERSEEING THEM IN THE CONTEXT OF THE OVERALL SYSTEM BUDGET, OVERSEEING PUBLIC RELATIONS, COMMUNITY ENGAGEMENT, AND LOCAL GOVERNMENT RELATIONS AND APPROVING THE LOCAL COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN.

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,790,162OtherCostOrOtherBasisAmt
Book Value$8,790,162BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,475,373OtherCostOrOtherBasisAmt
Depreciation$811,885DepreciationAmt
Book Value$31,663,488BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,951,139OtherCostOrOtherBasisAmt
Depreciation$1,387,356DepreciationAmt
Book Value$14,563,783BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$474,191,094OtherCostOrOtherBasisAmt
Depreciation$375,108,034DepreciationAmt
Book Value$99,083,060BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,012,688OtherCostOrOtherBasisAmt
Book Value$14,012,688BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$168,113,181TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (10 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVEST. IN L+M CORP$277,307,150C
INVEST. IN NEPC/VHA$262,192C
INVEST. IN PATIENT WISDOM$162,067C
INVEST. IN MCIC VERMONT$1,000,000C
INVEST. IN N. SHORE LIJ$673,395C
MCIC EQUITY$79,059,253C
INVEST. IN PHYSICIAN ONE URGENT CARE$4,070,859C
INVEST. IN SILVER HILL HOSPITAL$1,121,703C
INVEST. IN PROTON THERAPY$346,362C
INVEST. IN PANDA HEALTH$1,000,000C
FieldValueIRS element (for citing)
Total Book Value Program Rltd$365,002,981TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
PROFESSIONAL LIABILITY INSURANCE$11,775,175
ACCRUED SUPPLEMENTAL RETIREMENT$6,952,024
RETRO INSURANCE CREDIT$8,146,162
INTEREST RATE SWAP$37,748,198
CURRENT PORTION OF LONG TERM DEBT$23,664,874
FieldValueIRS element (for citing)
Total Liability$88,286,433TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationYALE NEW HAVEN HOSPITAL 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 YEAR ENDED SEPTEMBER 30, 2021 AND 2020.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BEULAH HEIGHTS CHURCH
782 ORCHARD STREETNEW HAVENCT06511061290930501(C)(3)$5,500SUPPORT MISSION
NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS
195 CHURCH STREET 12TH FLOORNEW HAVENCT06510061444222501(C)(3)$20,000SUPPORT MISSION
ST MARTIN DE PORRES ACADEMY
208 COLUMBUS AVENUENEW HAVENCT06519810666655501(C)(3)$5,500SUPPORT MISSION
UNITED WAY OF GREATER NEW HAVEN INC
370 JAMES STREET NO 403NEW HAVENCT06513060646761501(C)(3)$6,000SUPPORT MISSION
THE BRIDGEPORT REGIONAL
10 MIDDLE STREET 14TH FLOORBRIDGEPORTCT06601060271980501(C)(6)$7,250SUPPORT MISSION
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationNONE OF THE AMOUNTS REPORTED ON SCHEDULE I, PART II ARE GRANTS. THESE AMOUNTS ARE DONATIONS AND SPONSORSHIPS GIVEN TO ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF THEIR CHARITABLE MISSION. YALE NEW HAVEN HEALTHCARE SERVICES CORPORATION ("HSC") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)(3) OR ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR SUPPORT THE GREATER GOOD IN THE COMMUNITIES SERVED. HSC VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO HSC. ASSISTANCE DONATED BY HSC TO THESE QUALIFYING ORGANIZATIONS IS NOT OUTCOMES-BASED AND IS GIVEN IN SUPPORT OF AN INDIVIDUAL ORGANIZATION'S FUNDRAISING EVENTS OR IN SUPPORT OF DIRECT SERVICES. HSC MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED, HOWEVER DOES NOT MONITOR SPECIFIC FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (44 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PATRICK MCCABE
SR. VP (CURRENT YR COMP)$631,602$0$191,818$0$37,636$0$127,350$0$14,798$0$1,003,204$0$0$0
PATRICK MCCABE
SR. VP (VESTED DEFERRED)$0$0$0$0$4,278,619$0$0$0$0$0$4,278,619$0$1,655,999$0
MARNA BORGSTROM
CEO/TRUSTEE$883,794$1,325,690$535,729$803,593$5,749$8,623$496,479$744,718$5,877$8,816$1,927,628$2,891,440$0$0
RICHARD D'AQUILA
PRES. (CURRENT YR COMP)$285,801$1,143,203$261,855$1,047,420$54,886$219,544$48,665$194,662$2,744$10,975$653,951$2,615,804$0$0
RICHARD D'AQUILA
PRES. (VESTED DEFERRED)$0$0$0$0$140,800$563,198$0$0$0$0$140,800$563,198$0$0
CHRISTOPHER O'CONNOR
PRESIDENT$1,172,437$0$384,720$0$130,458$0$737,057$0$21,189$0$2,445,861$0$0$0
VINCENT TAMMARO
SR. VP/CFO/TREASURER$394,762$592,143$151,232$226,848$54,914$82,371$265,180$397,770$8,436$12,653$874,524$1,311,785$0$0
THOMAS BALCEZAK
EXECUTIVE VP/CCO$76,752$907,243$22,310$263,722$10,714$126,640$50,306$594,645$1,668$19,721$161,750$1,911,971$0$0
WILLIAM ASELTYNE
SR. VP$167,162$712,640$50,387$214,807$21,592$92,048$105,652$450,411$3,969$16,920$348,762$1,486,826$0$0
PRATHIBHA VARKEY
SR. VP$157,613$630,453$51,406$205,626$16,262$65,049$93,775$375,101$1,695$6,782$320,751$1,283,011$0$0
LISA STUMP
SR. VP/CIO$145,961$583,842$45,682$182,728$22,004$88,017$92,908$371,632$4,268$17,071$310,823$1,243,290$0$0
NORMAN ROTH
EX. VP$699,482$0$663,248$0$108,419$0$29,284$0$11,498$0$1,511,931$0$0$0
PATRICK GREEN
EX. VP$140,411$561,642$43,888$175,550$16,477$65,910$87,788$351,151$4,265$17,060$292,829$1,171,313$0$0
VINCENT PETRINI
SR. VP$0$567,122$0$211,355$0$82,615$0$375,947$0$15,654$0$1,252,693$0$0
KEVIN MYATT
SR. VP (CURRENT YR COMP)$288,249$432,374$99,771$149,657$50,582$75,874$54,139$81,209$6,370$9,556$499,111$748,670$0$0
KEVIN MYATT
SR. VP (VESTED DEFERRED)$0$0$0$0$133,875$200,812$0$0$0$0$133,875$200,812$0$0
THOMAS NEWMAN
SR. VP$241,690$362,535$62,104$93,157$18,576$27,864$143,192$214,787$8,634$12,951$474,196$711,294$0$0
PAMELA SCAGLIARINI
SR. VP$538,156$0$161,482$0$79,242$0$367,067$0$21,269$0$1,167,216$0$0$0
MICHAEL IVY
DEPUTY CMO$634,862$0$242,886$0$65,593$0$98,592$0$21,055$0$1,062,988$0$0$0
JOHN SKELLY
VP$3,078$509,954$773$127,995$396$65,607$1,991$329,760$125$20,734$6,363$1,054,050$0$0
DIANE KELLY
EX. VP$108,373$433,492$43,055$172,222$6,606$26,423$43,031$172,125$3,368$13,473$204,433$817,735$0$0
ANNE DIAMOND
EXECUTIVE VP$137,381$549,525$0$0$3,046$12,183$58,827$235,307$3,986$15,943$203,240$812,958$0$0
IAN SCHWARTZ
SR. VP$41,569$491,368$10,129$119,736$3,089$36,514$16,834$198,984$1,711$20,232$73,332$866,834$0$0
STEPHEN ALLEGRETTO
VP$47,733$429,601$12,218$109,963$3,035$27,317$29,221$262,990$1,445$13,003$93,652$842,874$0$0
DAVID WURCEL
FORMER OFFICER$0$0$0$0$635,950$0$0$0$0$0$635,950$0$298,873$0
MATTHEW COMERFORD
SR. VP$14,802$495,612$4,572$153,078$1,354$45,336$5,319$178,079$590$19,750$26,637$891,855$0$0
DENISE FIORE
SR. VP (CURRENT YR COMP)$0$509,215$0$148,550$0$84,628$0$121,950$0$8,375$0$872,718$0$0
DENISE FIORE
SR. VP (VESTED DEFERRED)$0$0$0$0$0$93,293$0$0$0$0$0$93,293$0$0
MELISSA TURNER
VP$0$418,656$0$111,492$0$53,470$0$247,833$0$20,981$0$852,432$0$0
CAROLYN SALSGIVER-KOBSA
VP$0$399,070$0$118,238$0$50,370$0$259,381$0$22,092$0$849,151$0$0
VICTOR MORRIS
SVP AND CMO$540,425$0$133,920$0$62,547$0$88,950$0$21,389$0$847,231$0$0$0
ELIZABETH BECKMAN
SR. VP$2,728$451,994$826$136,895$234$38,833$1,088$180,270$92$15,301$4,968$823,293$0$0
STEVEN CHOI
VP/CQO$561,656$0$146,410$0$16,337$0$16,950$0$20,822$0$762,175$0$0$0
MICHAEL ANGELINI
SR. VP$14,949$424,725$3,992$113,432$1,183$33,618$4,913$139,575$751$21,337$25,788$732,687$0$0
LORRAINE LEE
SR. VP$32,733$386,922$8,116$95,936$3,908$46,200$12,095$142,963$1,637$19,344$58,489$691,365$0$0
RICHARD GOLDSTEIN
INTERIM PRES NEMG$0$548,128$0$150,773$0$32,784$0$16,950$0$21,818$0$770,453$0$0
EUGENE COLUCCI
VP$50,937$458,435$13,742$123,679$3,533$31,796$3,056$27,500$1,479$13,314$72,747$654,724$0$0
JOSEPH BISSON
VP BUSINESS DEV$441,820$0$134,002$0$41,255$0$77,750$0$22,188$0$717,015$0$0$0
DEREMIUS WILLIAMS
VP PAYER STRATEGY$396,673$0$102,648$0$14,281$0$57,643$0$21,236$0$592,481$0$0$0
MICHAEL DIMENSTEIN
VP (CURRENT YR COMP)$331,421$0$121,761$0$61,475$0$20,825$0$12,600$0$548,082$0$0$0
MICHAEL DIMENSTEIN
VP (VESTED DEFERRED)$0$0$0$0$124,300$0$0$0$0$0$124,300$0$0$0
JAMES MORRIS
VP (CURRENT YR COMP)$12,837$334,096$3,691$96,065$1,645$52,459$834$21,716$750$19,531$19,757$523,867$0$0
JAMES MORRIS
VP (VESTED DEFERRED)$0$0$0$0$4,756$114,153$0$0$0$0$4,756$114,153$0$0
WILLIAM JENNINGS
FORMER OFFICER$0$0$0$0$217,625$0$0$0$0$0$217,625$0$217,625$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4BLINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENT BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED MARNA P. BORGSTROM - $1,210,312 - CHRISTOPHER O'CONNOR - 534,307 - VINCENT TAMMARO - 468,961 - THOMAS BALCEZAK - 436,001 - WILLIAM J. ASELTYNE - 393,112 - PRATHIBHA VARKEY - 358,006 - LISA STUMP - 329,550 - PATRICK GREEN - 317,989 - VINCENT PETRINI - 267,597 - THOMAS NEWMAN - 257,015 - PAMELA SCAGLIARINI - 242,117 - JOHN SKELLY - 222,477 - STEPHEN ALLEGRETTO - 206,624 - MELISSA TURNER - 184,270 - CAROLYN SALSGIVER-KOBSA - 179,759 - DIANE KELLY - 142,671 - ANNE DIAMOND - 140,000 - MATTHEW COMERFORD - 101,648 - IAN SCHWARTZ - 100,826 - ELIZABETH BECKMAN - 90,408 - MICHAEL ANGELINI - 85,114 - LORRAINE LEE - 80,108 - 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 2020 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2020 CALENDAR YEAR FORM W-2. SEVERANCE NONQUALIFIED EQUITY-BASED PATRICK MCCABE - $4,278,619 - RICHARD D'AQUILA - 703,998 - KEVIN MYATT - 334,686 - MICHAEL DIMENSTEIN - 124,300 - JAMES B. MORRIS - 118,909 - DENISE FIORE - 93,293 - NORMAN ROTH - 23,775 - 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: FRANK CORVINO $139,574 GAYLE CAPOZZALO 113,613 WILLIAM GEDGE 85,700 PETER HERBERT 78,071 DAVID WURCEL 60,324 NANCY LEVITT-ROSENTAL 41,876 RICHARD D'AQUILA 32,695 NORMAN ROTH 15,835 MICHAEL DIMENSTEIN 7,209 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS CORPORATE OFFICERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA).
PART I, LINE 7THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CHEFA - SERIES A
A06080618620774YQY62014-06-23$102,300,000REFUND - J-100Yes (1)
CHEFA - SERIES B
B06080618620774YQP52014-06-23$168,275,000REFUND - M00Yes (1)
CHEFA - SERIES C
C06080618620774YQM22014-06-23$83,625,000REFUND - K-1,K-200Yes (1)
CHEFA - SERIES D
D06080618620774YQN02014-06-23$108,275,000REFUND - L-1,L-200Yes (1)

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtCredit EnhancementCreditEnhancementAmt
A$122,999,458$1,465,826$121,533,63220140Yes (1)Yes (1)Yes (1)
B$176,852,421$1,474,421$175,378,00020140Yes (1)Yes (1)Yes (1)
C$90,442,157$680,898$89,725,0002014Yes (1)0Yes (1)Yes (1)$49,595,000$36,261
D$109,094,865$771,839$108,279,2872014Yes (1)0Yes (1)Yes (1)$43,739

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$18,140,000RetiredAmt
Total Proceeds$92,315,918TotalProceedsAmt
Issuance Costs From Proceeds$1,157,121IssuanceCostsFromProceedsAmt
Capital Expenditures$91,158,797CapitalExpendituresAmt
Substantial Completion2015SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMARY-JANE CALLAHANPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSEE PART V - COLUMN DRelationshipDescriptionTxt
Transaction$177,238TransactionAmt
TransactionSEE PART VTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IV, COLUMN (D)FormAndLineReferenceDesc
ExplanationBUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS NAME OF INTERESTED PERSON: MARY-JANE CALLAHAN TRUSTEE JACK CALLAHAN'S SISTER, MARY-JANE CALLAHAN, IS EMPLOYED BY YALE NEW HAVEN HEALTH SERVICES CORPORATION AND RECEIVED COMPENSATION OVER $10,000.00 DURING THE TAX YEAR BY THE ORGANIZATION.AMOUNT OF TRANSACTION: $177,237.62ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4AYALE NEW HAVEN HEALTH SERVICES CORPORATION, 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. SURGEONS AT YALE NEW HAVEN CHILDREN'S HOSPITAL (YNHCH) PERFORMED THE FIRST SUCCESSFUL UNITED NETWORK OF ORGAN SHARING-SANCTIONED PEDIATRIC HEART TRANSPLANT IN CONNECTICUT AND RHODE ISLAND, BECOMING THE ONLY DESTINATION FOR COMPREHENSIVE PEDIATRIC HEART CARE ACROSS THE TWO STATES. SMILOW CANCER HOSPITAL CARE CENTER AT WATERFORD INTRODUCED THE POSITRON EMISSION TOMOGRAPHY NUCLEAR MEDICINE IMAGING AGENT TO DETECT CERTAIN TYPES OF RECURRENT OR METASTATIC BREAST CANCER. LOCATING ESTROGEN RECEPTOR POSITIVE LESIONS HELPS DETERMINE TREATMENT PROTOCOLS, YIELDING MORE PERSONALIZED, OUTCOMES-ORIENTED PLANS FOR PATIENTS. THE NEONATAL INTENSIVE CARE UNIT AT YNHCH TOOK DELIVERY OF A NEONATAL EMBRACE MRI MACHINE. ONE OF ONLY TWO IN THE UNITED STATES, THE MRI PROVIDES FASTER, SAFER IMAGING TO BETTER DETECT BRAIN ISSUES IN PREMATURE INFANTS. WESTERLY HOSPITAL WAS THE FIRST HOSPITAL IN NEW ENGLAND TO USE EXACTVU, A MICRO-ULTRASOUND DEVICE TO VISUALIZE PROSTATE TUMORS MORE PRECISELY FOR PATIENTS UNDERGOING PROSTATE-SPECIFIC ANTIGEN SCREENING AND PROSTATE BIOPSIES. THE HEART AND VASCULAR CENTER AT YALE NEW HAVEN HOSPITAL PERFORMED ITS 500TH HEART TRANSPLANT. THE CENTER'S STRUCTURAL HEART PROGRAM RECEIVED TRANSCATHETER VALVE CERTIFICATION FROM THE AMERICAN COLLEGE OF CARDIOLOGY THE FIRST AND ONLY PROGRAM IN CONNECTICUT RECOGNIZED FOR QUALITY OF CARE AND OUTSTANDING OUTCOMES. THE CENTERS FOR MEDICARE AND MEDICAID SERVICES AWARDED GREENWICH HOSPITAL A FIVE-STAR RATING IN SEVERAL CATEGORIES INCLUDING TREATMENT OF HEART ATTACKS AND PNEUMONIA, READMISSION RATES AND SAFETY OF CARE. BRIDGEPORT HOSPITAL LAUNCHED A POSTPARTUM CARDIAC RISK REDUCTION CLINIC TO REDUCE THE RISK OF CARDIOVASCULAR DISEASE IN WOMEN WHO DEVELOPED CERTAIN COMMON PREGNANCY COMPLICATIONS. THE CLINIC OFFERS LONG-TERM POSTPARTUM CARE, LIFESTYLE MANAGEMENT, CARE COORDINATION, NUTRITION CONSULTATIONS, MEDICATION MANAGEMENT AND COMMUNITY RESOURCES. THE ACQUISITION OF THE DA VINCI XI SURGICAL SYSTEM AT WESTERLY HOSPITAL EXPANDED THE HOSPITAL'S OPERATING ROOM CAPABILITIES BY OFFERING A MINIMALLY INVASIVE ALTERNATIVE TO TRADITIONAL OPEN SURGERIES. THE DEVICE HELPS TREAT CONDITIONS SUCH AS UROLOGIC CANCERS AND RECONSTRUCTION, HYSTERECTOMIES AND MANY GENERAL SURGICAL PROCEDURES. TO DELIVER LIFESAVING STROKE CARE FASTER, BRIDGEPORT HOSPITAL INTRODUCED THROMBECTOMY -- AN EMERGENCY SURGICAL PROCEDURE FOR PATIENTS WITH ISCHEMIC STROKE TO IMPROVE THEIR CHANCES OF RECOVERY. THE HEART AND VASCULAR CENTER AT BRIDGEPORT HOSPITAL COMPLETED ITS 300TH TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR). THE MINIMALLY-INVASIVE PROCEDURE REPLACES DAMAGED AORTIC VALVES WITHOUT THE NEED FOR OPEN-HEART SURGERY. FOCUSING ON REDUCING HOSPITAL-ACQUIRED INFECTIONS, LAWRENCE + MEMORIAL AND WESTERLY HOSPITALS MARKED MORE THAN ONE YEAR WITHOUT A SINGLE CATHETER ACQUIRED URINARY TRACT INFECTION AMONG PATIENTS. LAWRENCE + MEMORIAL HOSPITAL ALSO DRAMATICALLY REDUCED THE NUMBER OF COLON SURGICAL SITE INFECTIONS. ROLLING UP THEIR SHIRTSLEEVES, STAFF ATTESTED TO THE SAFETY AND NECESSITY OF THE VACCINES LAUNCHING THE HEALTH SYSTEM'S CRUSH COVID-19 COMMUNITY CAMPAIGN. WITHIN WEEKS, YNHHS OPENED 12 VACCINATION SITES ACROSS THE STATE, QUICKLY ADMINISTERING 100,000 VACCINE DOSES TO THOSE WHO MET ELIGIBILITY REQUIREMENTS. HUNDREDS OF VOLUNTEERS, DUBBED THE "CRUSH COVID CREW," HELPED STAFF THE SITES. BY THE END OF THE FISCAL YEAR, YNHHS HAD ADMINISTERED MORE THAN 450,000 DOSES. THE HEALTH SYSTEM'S ROBUST TESTING ENTERPRISE SURPASSED OVER 1 MILLION PCR TESTS. OVER 95 PERCENT OF THESE TESTS WERE COLLECTED BY YNHHS PERSONNEL AND TESTED BY ITS LABS, MAKING YNHHS UNIQUE IN CONNECTICUT FOR OFFERING COMPLETE LARGE-SCALE COVID-19 TESTING SERVICES WITH 97 PERCENT OF PATIENTS RECEIVING RESULTS WITHIN TWO DAYS. MONOCLONAL ANTIBODY THERAPY BECAME THE GO-TO TREATMENT FOR PEOPLE WHO TESTED POSITIVE AND WERE AT RISK OF HOSPITALIZATION. BRIDGEPORT HOSPITAL WAS AN EARLY ADOPTER OF THE ONE-DOSE IV INFUSION WHICH STIMULATES THE BODY'S IMMUNE SYSTEM TO FIGHT VIRUSES LIKE COVID-19, REDUCING THE NEED FOR INPATIENT CARE AMONG THOSE WITH MILD TO MODERATE SYMPTOMS. PATIENT CARE ACROSS YNHHS BENEFITED FROM THE CONSISTENCY OF SHARED TREATMENT ALGORITHMS AND PROTOCOLS, INCLUDING THE USE OF VENTILATORS, HIGH FLOW OXYGEN AND PRONING TO IMPROVE OVERALL OXYGENATION. RESEARCHING NEW WAYS TO COUNTER THE EFFECTS OF COVID-19, GREENWICH HOSPITAL WAS SELECTED AS ONE OF SIX MEDICAL FACILITIES NATIONWIDE AND THE ONLY ONE IN CONNECTICUT TO PARTICIPATE IN A YEARLONG TRIAL TO TREAT COVID-19 PATIENTS WITH HYPERBARIC OXYGEN THERAPY. YALE NEW HAVEN HEALTH OPENED THE UNCASVILLE MEDICAL CENTER AT MOHEGAN SUN. STAFFED BY NORTHEAST MEDICAL GROUP, THE CENTER OFFERS THE COMMUNITY WALK-IN CARE, PRIMARY CARE, ENDOCRINOLOGY, OB-GYN, CARDIOVASCULAR PROGRAMS FOR WOMEN AND PHYSIATRY. A NEW SCREENING 3-D MAMMOGRAPHY AND BREAST ULTRASOUND VAN DELIVERS THE HIGHEST QUALITY BREAST IMAGING EXPERTISE TO WOMEN THROUGHOUT CONNECTICUT, INCLUDING WOMEN IN UNDERSERVED NEIGHBORHOODS WHO MIGHT NOT BE ABLE TO ACCESS OTHER SCREENING LOCATIONS BECAUSE OF WORK SCHEDULES, LACK OF TRANSPORTATION OR LANGUAGE BARRIERS. NORTHEAST MEDICAL GROUP AND WESTERLY HOSPITAL EXPANDED THE UROLOGY PROGRAM BY OPENING A NEW PRACTICE IN WARWICK, RHODE ISLAND, AND OFFERING ADVANCED MINIMALLY INVASIVE PROCEDURES AT WESTERLY HOSPITAL. YALE NEW HAVEN HOSPITAL, FAIR HAVEN COMMUNITY HEALTH CARE AND CORNELL SCOTT HILL HEALTH CENTER, AS PART OF THE NEW HAVEN PRIMARY CARE CONSORTIUM, OPENED A PRIMARY CARE HUB IN NEW HAVEN. THE SITE HOSTS ADULT MEDICINE, WOMEN'S CARE AND PEDIATRICS, RADIOLOGY AND BLOOD DRAW SERVICES TO BRING MUCH-NEEDED CARE TO VULNERABLE PATIENT POPULATIONS AFFECTED BY POVERTY, FOOD INSECURITY AND HOUSING INSTABILITY. CONTINUING TO GROW MEDICAL AND CLINICAL SERVICES TO MEET THE PUBLIC'S HEALTHCARE NEEDS, NORTHEAST MEDICAL GROUP ADDED MORE THAN 860 PHYSICIANS AND 470 ADVANCED PRACTICE PROVIDERS AS WELL AS PRACTICES IN RHODE ISLAND AND CONNECTICUT. PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. IN THE EVENT THAT THE ORGANIZATION DOES NOT RECEIVE A RESPONSE FROM ANY SUCH VOTING MEMBER, THE ORGANIZATION REVIEWS OTHER INFORMATION KNOWN TO IT REGARDING THE VOTING MEMBER AND MAKES A REASONABLE ASSESSMENT OF INDEPENDENCE BASED ON THAT INFORMATION.
FORM 990, PART VI, SECTION A, LINE 2PART VI, LINE 2 - BUSINESS RELATIONSHIPS BETWEEN OFFICERS, TRUSTEES, OR KEY EMPLOYEES CERTAIN OF THE ORGANIZATION'S CURRENT OFFICERS AND/OR TRUSTEES MAY SERVE AS OFFICERS AND/OR DIRECTORS OF TAX-EXEMPT AND TAXABLE AFFILIATES WITHIN THE ORGANIZATION'S CORPORATE SYSTEM OR JOINT VENTURES IN WHICH THE ORGANIZATION'S CORPORATE SYSTEM HAS AN OWNERSHIP INTEREST. THE INDIVIDUAL OFFICERS AND/OR TRUSTEES DO NOT HAVE PERSONAL FINANCIAL INTERESTS IN SUCH AFFILIATES AND SERVE ONLY AS A FUNCTION OF THEIR ROLES WITH THE ORGANIZATION OR WITHIN THE ORGANIZATION'S CORPORATE SYSTEM.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE YNHHS TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE DIRECTOR AND VP OF CORPORATE FINANCE. SUBSEQUENTLY IT IS SENT TO KPMG LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUP ARE CLEARED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MAKES AVAILABLE A COMPLETE COPY OF THE RETURN TO ITS BOARD OF TRUSTEES. A SECURE WEB PORTAL IS AVAILABLE TO BOARD MEMBERS TO ACCESS THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CTHE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO PROMPTLY REPORT CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT TO DEVELOP A PLAN TO MITIGATE ANY ACTUAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED WITH WHICH SHE OR HE HAD AN ACTUAL OR POTENTIAL CONFLICT AND THE ACTUAL OR POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE OF YNHHS STRIVES TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE IS AUTHORIZED UNDER THE YNHHS BYLAWS AND IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ALL CORPORATE OFFICERS, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR CORPORATE OFFICERS, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD ON AN ANNUAL BASIS. IN ADDITION, THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, AND ASSURES THAT ALL OFFICER COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE EXECUTIVES IN COMPARABLE ORGANIZATIONS. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE CONSISTS OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE IN ITS COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE, AND PROVIDED TO THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19COPIES OF ALL AVAILABLE DOCUMENTS ARE ACCESSIBLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTING FEES: PROGRAM SERVICE EXPENSES 2,883,906. MANAGEMENT AND GENERAL EXPENSES 948,351. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,832,257. PERSONNEL SUPPORT/OUTSIDE CONTRACTUAL: PROGRAM SERVICE EXPENSES 80,592,784. MANAGEMENT AND GENERAL EXPENSES 13,944,206. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,536,990. TEMPORARY HELP/TRAINING/DEVELOPMENT: PROGRAM SERVICE EXPENSES 2,345,521. MANAGEMENT AND GENERAL EXPENSES 405,823. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,751,344. SYSTEM SUPPORT: PROGRAM SERVICE EXPENSES 17,154,617. MANAGEMENT AND GENERAL EXPENSES 2,968,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,122,718.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
SHORELINE ENDOSCOPY CENTER LLC
800 BOSTON POST ROADGUILFORDCT06437900110459HEALTHCARE SERVICESCTN/A00
YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST
20 YORK STREETNEW HAVENCT06510271374301INVESTMENTDE00YALE NEW HAVEN HEALTH SERVICES CORPORATIONRELATED-$12,373,958$810,590,6260.29840
YNHHSCUSP SURGERY CENTERS LLC
15305 DALLAS PKWY STE 1600ADDISONTX75001384021595HEALTHCARE SERVICESCT00YALE NEW HAVEN HEALTH SERVICES CORPORATIONRELATED0.51000
TOTAL HEALTH CONNECTICUT LLC - DISSOLVED 122220
789 HOWARD AVENEW HAVENCT06519474070024HEALTHCARE SERVICESCT00YALE NEW HAVEN HEALTH SERVICES CORPORATIONRELATED

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
CENTURY FINANCIAL SERVICES INC
23 MAIDEN LANENORTH HAVENCT06473061110797DEBT COLLECTION SERVICESCTYALE NEW HAVEN HOSPITALC$4,364,045$2,817,0151.00000Yes (1)
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
789 HOWARD AVENEW HAVENCT06519061467717MANAGEMENT SERVICESCTC$10,933,593$2,193,1171.00000Yes (1)N/A
GREENWICH FERTILITY & IVF PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARE SERVICESCTGREENWICH HEALTH SERVICES INCC$5,339,005$2,091,4171.00000Yes (1)
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY
5 PERRYRIDGE ROADGREENWICHCT06830453833883HEALTHCARE SERVICESNJGREENWICH HOSPITALC$164,106$266,8381.00000Yes (1)
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARE SERVICESNYGREENWICH HEALTH SERVICES INCC$59,3211.00000Yes (1)
L & M SYSTEMS INC
365 MONTAUK AVENUENEW LONDONCT06320222553037HEALTHCARE RELATED SERVICESCTLAWRENCE MEMORIAL CORPORATIONC1.00000Yes (1)
L&M HOME CARE SERVICES INC
365 MONTAUK AVENUENEW LONDONCT06320061389272HOME THERAPYCTL & M SYSTEMS INCC$512,652$5,549,9331.00000Yes (1)
MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTYORK ENTERPRISES INCC$33,493,513$41,326,4691.00000Yes (1)
YALE NEW HAVEN AMBULATORY SERVICES
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARE SERVICESCTYALE NEW HAVEN HOSPITALC$3,451,003$21,004,8081.00000Yes (1)
YNHH PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMINISTRATIVE SERVICESCTC$73,0121.00000Yes (1)N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (49 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BRIDGEPORT HOSPITAL
I$751,864TRANSACTION REVIEW
BRIDGEPORT HOSPITAL
L$113,746,561COMPARABLE MARKET VALUE
BRIDGEPORT HOSPITAL
P$51,724,856TRANSACTION REVIEW
BRIDGEPORT HOSPITAL
S$174,991,951CASH
CENTURY FINANCIAL SERVICES INC
L$973,093COMPARABLE MARKET VALUE
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
M$10,412,946COMPARABLE MARKET VALUE
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
P$803,707TRANSACTION REVIEW
CORPORATE PROFESSIONAL BUSINESS SERVICES INC
R$8,704,575CASH
GREENWICH HOSPITAL
I$421,290TRANSACTION REVIEW
GREENWICH HOSPITAL
L$61,584,299COMPARABLE MARKET VALUE
GREENWICH HOSPITAL
M$383,812COMPARABLE MARKET VALUE
GREENWICH HOSPITAL
O$243,812TRANSACTION REVIEW
GREENWICH HOSPITAL
P$24,544,066TRANSACTION REVIEW
GREENWICH HOSPITAL
Q$795,734TRANSACTION REVIEW
GREENWICH HOSPITAL
R$3,075,792CASH
GREENWICH HOSPITAL
S$93,721,268CASH
HOME CARE PLUS INC
L$1,694,033COMPARABLE MARKET VALUE
HOME CARE PLUS INC
P$150,705TRANSACTION REVIEW
HOME CARE PLUS INC
R$158,760CASH
LAWRENCE MEMORIAL HOSPITAL INC
I$595,198TRANSACTION REVIEW
LAWRENCE MEMORIAL HOSPITAL INC
L$48,025,330COMPARABLE MARKET VALUE
LAWRENCE MEMORIAL HOSPITAL INC
O$365,406TRANSACTION REVIEW
LAWRENCE MEMORIAL HOSPITAL INC
P$21,525,806TRANSACTION REVIEW
LAWRENCE MEMORIAL HOSPITAL INC
Q$284,689TRANSACTION REVIEW
LAWRENCE MEMORIAL HOSPITAL INC
R$4,946,706CASH
LAWRENCE MEMORIAL HOSPITAL INC
S$72,647,825CASH
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
L$6,894,532COMPARABLE MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
P$56,686TRANSACTION REVIEW
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
S$9,644,220CASH
NORTHEAST MEDICAL GROUP INC
K$187,820COMPARABLE MARKET VALUE
NORTHEAST MEDICAL GROUP INC
L$95,954,276COMPARABLE MARKET VALUE
NORTHEAST MEDICAL GROUP INC
M$131,649,526COMPARABLE MARKET VALUE
NORTHEAST MEDICAL GROUP INC
O$84,095TRANSACTION REVIEW
NORTHEAST MEDICAL GROUP INC
Q$6,345,384TRANSACTION REVIEW
NORTHEAST MEDICAL GROUP INC
R$96,066,387TRANSACTION REVIEW
NORTHEAST MEDICAL GROUP INC
S$73,125,363CASH
YALE NEW HAVEN AMBULATORY SERVICES CORP
L$288,525COMPARABLE MARKET VALUE
YALE NEW HAVEN CARE CONTINUUM CORP
L$471,021COMPARABLE MARKET VALUE
YALE NEW HAVEN CARE CONTINUUM CORP
O$97,106TRANSACTION REVIEW
YALE NEW HAVEN CARE CONTINUUM CORP
P$146,178TRANSACTION REVIEW
YALE NEW HAVEN HOSPITAL
I$2,470,356TRANSACTION REVIEW
YALE NEW HAVEN HOSPITAL
K$3,890,104COMPARABLE MARKET VALUE
YALE NEW HAVEN HOSPITAL
L$378,141,672COMPARABLE MARKET VALUE
YALE NEW HAVEN HOSPITAL
M$2,720,208COMPARABLE MARKET VALUE
YALE NEW HAVEN HOSPITAL
O$2,440,780TRANSACTION REVIEW
YALE NEW HAVEN HOSPITAL
P$169,098,158TRANSACTION REVIEW
YALE NEW HAVEN HOSPITAL
Q$35,254,376TRANSACTION REVIEW
YALE NEW HAVEN HOSPITAL
R$5,600,000CASH
YALE NEW HAVEN HOSPITAL
S$518,468,422CASH