2025-08-13T16:20:26+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP ONE MANHATTAN WEST NEW YORK NY 100018604 990 2023-10-01 815056290 Vassar Health Connecticut Inc VASS 8454759500 50 HOSPITAL HILL ROAD SHARON CT 06069 Christina McCulloch PRESIDENT 8454759500 2025-08-13 true Laura Mayo P01962945 2127733000 2025-08-08 2023 2025-03-06 01:10:19Z SHARON HOSPITAL Christina McCulloch Pres 50 HOSPITAL HILL ROAD SHARON CT 06069 53066954 false X WWW.NUVANCEHEALTH.ORG X 2016 CT Improve the health of every person in our community through the efficient delivery of excellent, innovative and compassionate care. 12 11 346 20 0 0 253313 103473 48664072 52819305 208244 1991 474015 142185 49599644 53066954 2500 2500 0 36125677 36374722 0 0 37555727 37227794 73683904 73605016 -24084260 -20538062 42057121 43688300 103922399 111980162 -61865278 -68291862 Improve the health of every person in our community through the efficient delivery of excellent, innovative and compassionate care. false false 65264671 2500 52873653 SHARON HOSPITAL IS A 78-BED HOSPITAL LOCATED IN NORTHWESTERN CONNECTICUT. THE TEAM IS COMMITTED TO PROVIDING COMPASSIONATE HEALTHCARE THAT MEETS THE NEEDS OF THE COMMUNITY IT SERVES. SHARON HOSPITAL IS PART OF NUVANCE HEALTH, WHICH IS A SIX-HOSPITAL SYSTEM, ON 7 CAMPUSES, WITH NUMEROUS OUTPATIENT FACILITIES THROUGHOUT THE HUDSON VALLEY AND ACROSS WESTERN CONNECTICUT. THE NUVANCE HEALTH SYSTEM GIVES THE COMMUNITY ACCESS TO A VARIETY OF SERVICES INCLUDING, BUT NOT LIMITED TO, BARIATRIC SURGERY AND MEDICAL WEIGHT LOSS, BLOOD DRAW, CRITICAL CARE, DIABETES EDUCATION, EMERGENCY SERVICES, HEART AND VASCULAR, IMAGING AND RADIOLOGY, INFUSION THERAPY, NEUROLOGY AND NEUROSURGERY, ORTHOPEDIC CARE, PHYSICAL REHABILITATION, PRIMARY CARE, RHEUMATOLOGY, SLEEP DISORDERS, URGENT CARE, WOMEN'S HEALTH, BEHAVIORAL HEALTH, CANCER CARE, DENTISTRY, DIGESTIVE HEALTH, ENDOCRINOLOGY, GENETIC COUNSELING, HOME HEALTH CARE, INFECTIOUS DISEASE, KIDNEY DISEASE AND NEPHROLOGY, OCCUPATIONAL MEDICINE, PATIENT BLOOD MANAGEMENTS AND BLOODLESS MEDICINE, PEDIATRICS, PODIATRY, PULMONARY CARE, SENIOR CARE AND GERIATRIC MEDICINE, SURGICAL SERVICES, UROLOGY, WOUND CARE AND HYPERBARIC MEDICINE. SHARON HOSPITAL PROVIDES A FULL RANGE OF SERVICES INCLUDING BARIATRIC SURGERY, CARDIOLOGY SERVICES, EMERGENCY CARE, NEUROSCIENCES, ORTHOPEDICS, STROKE CARE, SURGICAL SERVICES, AND WOMEN'S SERVICES. Sharon Hospital takes pride in its numerous awards and accreditations, which reflect our unwavering commitment to delivering compassionate, high-quality care tailored to each patient's needs. As a hospital located in northwestern Connecticut and a proud member of Nuvance Health, we combine the personalized touch of a community hospital with the advanced resources of a comprehensive health system. Our dedication to excellence is evident in the range of services we provide, ensuring that our patients receive exceptional care close to home. THE CENTERS FOR MEDICARE AND MEDICAID SERVICES HAVE ONCE AGAIN AWARDED SHARON HOSPITAL A FIVE-STAR RATING FOR THE LAST FOUR YEARS IN A ROW. THE HOSPITAL HAS ALSO RECEIVED THE GET WITH THE GUIDELINES STROKE GOLD PLUS BY THE AMERICAN HEART ASSOCIATION AND AMERICAN STROKE ASSOCIATION. LEAPFROG HAS SCORED SHARON HOSPITAL WITH AN 'A' GRADE FOR PATIENT SAFETY, ONE MORE ACCOLADE FOR HIGH QUALITY CARE. AND, US NEWS AND WORLD REPORT HAS RANKED SHARON HOSPITAL AS HIGH-PERFORMING FOR MATERNITY CARE. VIZIENT HAS AWARDED SHARON HOSPITAL FOR OUTSTANDING CLINICAL QUALITY AND PERFORMANCE. EVERY THREE YEARS, WE ALIGN HEALTH PRIORITIES WITH THE AREAS OF GREATEST IDENTIFIED NEED AND CONSIDER WHERE OUR RESOURCES WILL GENERATE THE GREATEST IMPACT. OUR COMMITMENT TO IMPROVING THE HEALTH AND WELL-BEING OF OUR COMMUNITY IS DEMONSTRATED THROUGH THE ACTIVITIES OUTLINED IN OUR COMMUNITY HEALTH IMPROVEMENT PLAN. SHARON HOSPITAL FOCUSED THEIR COMMUNITY BENEFIT ACTIVITIES ON THE FOLLOWING TWO PRIORITIES: * PREVENT CHRONIC DISEASES * ADDRESSING BEHAVIORAL HEALTH NEEDS WORKGROUPS DEVELOPED GOALS, OBJECTIVES, STRATEGIES, ACTION STEPS, AND SUCCESS METRICS FOR THESE PRIORITY AREAS. BELOW ARE KEY HIGHLIGHTS SHOWCASING THE IMPACT OF OUR STRATEGIES IN ADDRESSING HEALTH NEEDS IDENTIFIED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE 2023-2025 CHIP: RECOGNIZING THE LINK BETWEEN POOR NUTRITION AND CHRONIC DISEASES, NUTRITION WAS A FOCUS ACROSS ALL HOSPITALS. SHARON HOSPITAL HIRED A CLINICAL DIETICIAN TO SUPPORT NUTRITIONAL EDUCATION IN THE COMMUNITY AND CONTINUED ITS WORK WITH THE LION'S CLUB AND THEIR LET'S IMPROVE OUR NUTRITION (LION) PROGRAM TO SUPPORT THE PROVISION OF HEALTHY EATING EDUCATION AND FOOD TASTINGS AT LOCAL ELEMENTARY SCHOOLS. SHARON HOSPITAL ALSO IMPLEMENTED A SENIOR MEALS PROGRAM IN MAY 2024 AND HAS BEEN PROVIDING APPROXIMATELY 100 DISCOUNTED MEALS A MONTH SINCE THAT TIME. MENTAL HEALTH FIRST AID CLASSES, A NATIONAL EVIDENCE-BASED PROGRAM DESIGNED TO TEACH SKILLS FOR RECOGNIZING AND RESPONDING TO SIGNS OF MENTAL ILLNESS AND SUBSTANCE USE IS NOW AVAILABLE ACROSS ALL HOSPITAL COMMUNITIES IN BOTH NEW YORK AND CONNECTICUT, ENSURING BROADER ACCESS TO THIS VITAL RESOURCE. SHARON HOSPITAL FOCUSED ON PROMOTING REFERRALS FROM THE HOSPITAL EMERGENCY DEPARTMENTS TO PEER RECOVERY SPECIALISTS AT CONNECTICUT COMMUNITY FOR ADDICTION RECOVERY (CCAR), RESULTING IN OVER 200 REFERRALS A YEAR. CCAR HELPS PEOPLE NAVIGATE THE RECOVERY COMMUNITY BY CONNECTING THEM WITH OTHERS IN RECOVERY AND PROVIDING ACCESS TO AREA TREATMENT AND SUPPORT SERVICES. OTHER CHIP ACTIVITIES INCLUDED TRANSPORTATION ASSISTANCE, THE GET FIT FITNESS PROGRAM, HEALTH RELATED SOCIAL NEEDS SCREENINGS, DISTRIBUTION OF NARCAN AND FENTANYL TEST STRIPS, AND DIAPER DISTRIBUTION PROGRAMS. COMMUNITY EDUCATION SESSIONS THAT FOCUSED ON HEALTHY LIFESTYLE BEHAVIORS, STROKE PREVENTION, CANCER SCREENINGS AND PREVENTION, SMOKING CESSATION COUNSELING, CHRONIC DISEASE SELF-MANAGEMENT AND STRESS MANAGEMENT WERE OFFERED THROUGHOUT THE COMMUNITY, OFTEN IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS, SENIOR CENTERS AND SCHOOLS. OVER THE LAST YEAR, STAFF HAVE ALSO CONTRIBUTED TIME AND EXPERTISE TO MANY COMMUNITY ORGANIZATIONS AND TASK FORCES THROUGHOUT THE COMMUNITIES. IN FY24, SHARON HOSPITAL HAD 8,380 PATIENT DAYS AND 1,566 DISCHARGES IN ACUTE CARE. THERE WERE 11,729 IN EMERGENCY ROOM VISITS AND 46,394 IN OTHER OUTPATIENT VISITS/PROCEDURES. THE HOSPITAL PROVIDED APPROXIMATELY $2.1M IN CHARITY CARE TO THE REGIONS UN-INSURED AND UNDER-INSURED POPULATION. 65264671 true true false true false false false false false true false false false true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false true true true false false true 55 0 true 346 true false false false false false false false false false false false false X 12 11 false false false false true true true true true false false true true true true true false false true false X KAREN DARCY 2037394593 100 RESERVE ROAD DANBURY CT 06810 CHRISTINA MCCULLOCH PRESIDENT SHARON HOSPITAL 46.0 0 X X 442862 0 56187 PARI FOROOD VICE CHAIR 3.0 0 X X 0 0 0 RICHARD CANTELE CHAIR 3.0 0 X X 0 0 0 HUGH HILL DIRECTOR 2.0 0 X 0 0 0 JAMES QUELLA DIRECTOR 2.0 0 X 0 0 0 JOHN CHARDE MD DIRECTOR 2.0 0 X 0 0 0 KATHRYN PALMER-HOUSE DIRECTOR 2.0 0 X 0 0 0 KENNETH SCHECHTER DIRECTOR (TO 12/18) 2.0 0 X 0 0 0 MARGARET COUCHLAN MD DIRECTOR 2.0 0 X 0 0 0 MARK HOCHBERG MD DIRECTOR (FROM 1/1) 2.0 0 X 0 0 0 MEHRDAD NOORANI DIRECTOR 2.0 0 X 0 0 0 MIRIAM TANNEN RN NP-C DIRECTOR 2.0 0 X 0 0 0 RANDALL R DWENGER MD DIRECTOR 2.0 0 X 0 0 0 BRIAN WYATT SECRETARY & CHIEF LEGAL OFFICER 2.0 48.0 X 0 634212 124638 DANIEL DEBARBA CHIEF FINANCIAL OFFICER; TREASURER 2.0 48.0 X 0 1474165 175627 JEAN AHN CHIEF STRATEGY OFFICER 5.0 45.0 X 0 981131 98768 KATHRYN D CULLINAN CHIEF HUMAN RESOURCES OFFICER 5.0 45.0 X 0 716393 111060 MICHELLE ROBERTSON CHIEF OPERATING OFFICER 5.0 45.0 X 0 1338248 187713 WAYNE MCNULTY CHIEF COMPLIANCE OFFICER 5.0 45.0 X 0 535402 33749 ANN MEACH REGISTERED NURSE 40.0 0 X 184104 0 23890 ANNA T VISCHIO PHYSICIAN-CLINICAL 40.0 0 X 267337 0 63064 DAWN WOODRUFF CHIEF NURSING OFFICER 40.0 0 X 273955 0 45626 IRINA PRISHCHEPOVA REGISTERED NURSE 40.0 0 X 187636 0 38028 KATHERINE BENSON HOUSE SUPERVISOR 40.0 0 X 263199 0 30091 DONALD SOUCIER MD FORMER PRESIDENT OF MEDICAL STAFF 0.0 40.0 X 1233 549154 53845 MARK K HIRKO MD FORMER PRESIDENT SHARON HOSPITAL; PRESIDENT PHC 0.0 46.0 X 0 705054 45894 PETER CORDEAU FORMER PRESIDENT SHARON HOSPITAL; PRESIDENT NHA 0.0 46.0 X 0 775400 63284 1620326 7709159 1151464 75 true true false PHYSICIANS FOR WOMEN'S HEALTH LLC 22 WATERVILLE ROAD AVON CT 06001 OB/GYN ON-CALL 479418 TODD BLANCHETTE CLASSIC PAINTING REMODELING TERRYVILLE CT 06786 RENOVATIONS/REPAIRS 442504 HUGHS MECHANCIAL EQUIPMENT LLC 304 JOBS HILL RD ELLINGTON CT 06029 RENOVATIONS/REPAIRS 332830 WITHERLY ELECTRIC 14 SUMMIT RD PROSPECT CT 06712 INSTALLATIONS/REPAIRS 314065 ADVANTAGE HEATING AND AIR CONDITIONING LLC 12 VALLEY VIEW LANE NEW MILFORD CT 06776 INSTALLATIONS/REPAIRS 300219 12 101873 1600 103473 NET PATIENT SERVICE REVENUE 621110 47507261 47507261 PSYCHIATRIC SERVICE REVENUE 621110 5214920 5214920 AFFILIATE RENTAL INCOME 531120 97124 97124 0 0 0 0 52819305 1991 1991 87837 87837 0 87837 87837 0 0 PAYOR INCENTIVES 900099 18983 18983 MEDICAL STAFF APPLICATIONS 900099 14000 14000 LAB QUALITY CONTROL TESTING 900099 10088 10088 11277 11277 0 0 54348 53066954 52873653 0 89828 X 2500 2500 512844 440604 72240 28897121 24826622 4070499 953339 819050 134289 4352772 3739633 613139 1658646 1425006 233640 7797 7797 107112 107112 121578 121578 26516 22781 3735 81200 81200 8656404 7437047 1219357 0 143883 123615 20268 572124 491534 80590 1148301 986549 161752 1946119 1671985 274134 37156 31922 5234 1946 1672 274 32615 32615 0 4160195 3574183 586012 979431 894881 84550 PHYSICIAN FEES 10375236 10375236 0 MEDICAL SUPPLIES 5543660 5543660 0 EQUIP RENTAL/MAINTENANCE 3008763 2584943 423820 LICENSES & DUES 277758 238633 39125 0 0 0 0 73605016 65264671 8340345 0 2063193 1260457 4978396 5764216 0 0 0 0 1124584 1302993 480716 507599 46227899 18773297 24449742 27454602 0 0 6604850 5509450 2355640 1888983 42057121 43688300 5136144 5557353 0 0 98786255 106422809 103922399 111980162 X -61899392 -68325976 34114 34114 -61865278 -68291862 42057121 43688300 X -20538062 14111478 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 26516 false false false 26516 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY A PORTION OF THE CHA DUES, AND THE GREATER NEW YORK HOSPITAL ASSOCIATION DUES, PAID BY SHARON HOSPITAL, WAS USED FOR LOBBYING EXPENDITURES ON BEHALF OF THE HOSPITAL INDUSTRY. 835000 835000 26029432 7316275 18713157 16109253 11457022 4652231 3254214 3254214 27454602 DUE TO RELATED PARTIES 102664058 ESTIMATED INSURANCE CLAIMS RECOVERY LIABILITY 1598502 ASSET RETIREMENT OBLIGATION 1559700 DUE TO THIRD PARTY PAYORS 600549 DEFERRED COMPENSATION OTHER LIABILITIES 106422809 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote AS OF SEPTEMBER 30, 2024, THERE ARE NO UNRECOGNIZED TAX BENEFITS RESULTING FROM UNCERTAIN TAX POSITIONS. true true X true X 300 true X true true false true false 761569 1600 759969 0.0103 11920982 4990547 6930435 0.0942 0 0.0 0 0 12682551 4992147 7690404 0.1045 177278 177278 0.0024 254343 92773 161570 0.0022 34397099 18151110 16245989 0.2207 0 0.0 141123 141123 0.0019 0 0 34969843 18243883 16725960 0.2272 0 0 47652394 23236030 24416364 0.3317 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 401 401 0.0000 2185 2185 0.0000 0 0.0 0 0.0 0 0 2586 0 2586 0.0000 true 799762 0 13897594 17524533 -3626939 X true true 1 1 VASSAR HEALTH CONNECTICUT INC 50 HOSPITAL HILL ROAD SHARON CT 06069 WWW.NUVANCEHEALTH.ORG 0076 X X X X VASSAR HEALTH CONNECTICUT INC 1 false false true X X X X X X X X X 22 true false false true X WWW.NUVANCEHEALTH.ORG/COMMUNITY X X true 23 true WWW.NUVANCEHEALTH.ORG/COMMUNITY false true X 300.0 400.0 X X X X X X X true true X X X X true X WWW.NUVANCEHEALTH.ORG/FINANCIALASSISTANCE X WWW.NUVANCEHEALTH.ORG/FINANCIALASSISTANCE X WWW.NUVANCEHEALTH.ORG/FINANCIALASSISTANCE X X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - VASSAR HEALTH CONNECTICUT, INC.. SHARON HOSPITAL HAS A COMMUNITY HEALTH COMMITTEE THAT INCLUDES REPRESENTATIVES FROM THE HOSPITAL COMMUNITIES, THE HOSPITAL BOARD LEADERSHIP, ADMINISTRATIVE LEADERSHIP FROM THE NUVANCE HEALTH NETWORK, LOCAL HEALTH DIEPARTMENT DIRECTORS, COMMUNITY STAKEHOLDERS, AND OTHER KEY HOSPITAL STAKEHOLDERS. THE SHARON HOSPITAL BOARD OVERSAW THE DEVELOPMENT OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE IMPLEMENTATION OF THE COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), INCLUDING PRIORITY AREAS TO INFORM THE COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP), WAS DEVELOPED THROUGHOUT FY2022; THROUGH VARIOUS STEERING COMMITTEES, AND WAS APPROVED BY THE SHARON HOSPITAL BOARD OF TRUSTEES ON DECEMBER 5, 2022. THE CHIP WAS SUBSEQUENTLY APPROVED ON FEBRURY 6, 2023 BY THE NUVANCE HEALTH BOARD. THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROVIDED LOCAL LEVEL QUALITATIVE AND QUANTITATIVE HEALTH RELATED DATA FOR BOTH THE CONNECTICUT AND NEW YORK HOSPITAL SERVICE AREAS. IN THE CHNA, THE CONNECTICUT HOSPITAL SERVICE AREA IS PRESENTED BY TOWN, INCLUDING SHARON AND THE SURROUNDING COMMUNITIES OF CANAAN, CORNWALL, GOSHEN, KENT, NORTH CANAAN, SALISBURY, AND WARREN. NEW YORK HOSPTIAL SERVICE AREA DATA IS PRESENTED BY ZIP CODE FOR THE COMMUNITIES OF AMENIA, ANCRAM, ANCRAMDALE, COPAKE, DOVER PLAINS, MILLBROOK, MILLERTON, PINE PLAINS, STANFORDVILLE, WASSAIC, AND WINGDALE. ONE SOURCE OF DATA INFORMING THE 2023 - 2025 CHIP WAS THE CHNA COMMUNITY SURVEY, DEPLOYED IN THE GREATER SHARON HOSPITAL SERVICE AREA, UTLIZING THE GNYHA SURVEY TOOL. THIS SURVEY COLLECTED INFORMATION FROM ADULTS AGED 18 AND OVER WHO LIVED IN A ZIP CODE OR COUNTY SERVED BY THE HOSPITAL. THE SURVEY WAS DEPLOYED TO GARNER RESIDENT INPUT REGARDING HEALTH PRIORITIES BASED ON PERCEIVED IMPORTANCE AND SATISFACTION WITH SERVICES PROVIDED. THE WEB AND PAPER - BASED TOOL WAS MADE AVAILABLE IN A VARIETY OF LANGUAGES, SUCH AS ENGLISH, SPANISH, RUSSIAN, CHINESE, YIDDISH, BENGALI, KOREAN, HAITIAN CREOLE, ITALIAN, POLISH, AND ARABIC. IN ADDITION TO DEPLOYING THE GNYHA'S COMMUNITY HEALTH NEEDS ASSESSMENT SURVEY, QUALITATIVE AND QUANTITATIVE DATA WAS ALSO COLLECTED, ANALYZED AND REPORTED BY DATAHAVEN IN THE FAIRFIELD COUNTY COMMUNITY WELLBEING SURVEY (CWS). FOR THIS REPORT, THE QUALITATIVE DATA COLLECTION INCLUDED KEY INFORMANT SURVEYS (KIS) INCLUDING FOCUS GROUPS, INDIVIDUAL INTERVIEWS AND AN ONLINE SURVEY. SECONDARY DATA SOURCES INCLUDED, BUT WERE NOT LIMITED TO, THE U.S. CENSUS, U.S. BUREAU OF LABOR STATISTICS, CENTERS FOR DISEASE CONTROL AND PREVENTION, STATE OF CONNECTICUT DEPARTMENT OF PUBLIC HEALTH, CONNECTICUT HEALTH INFORMATION MANAGEMENT EXCHANGE (CHIME), COUNTY HEALTH RANKINGS, AS WELL AS LOCAL ORGANIZATIONS AND AGENCIES. TYPES OF DATA INCLUDED VITAL STATISTICS BASED ON BIRTH AND DEATH RECORDS. IN ADDITION TO SHARON HOSPITAL CONDUCTING INTERNAL DATA ANALYSIS ON INPATIENT ADMISSIONS, EMERGENCY DEPARTMENT VISITS AND QUALITY MEASURES., DATA WAS ALSO SUPPLEMENTED BY A SIENA COLLEGE RESEARCH INSTITUTE COMMUNITY HEALTH SURVEY, HIGHLIGHTING OPPORTUNITIES FOR THE COMMUNITY. THE GOAL OF THIS SURVEY WAS TO LEARN MORE ABOUT THE HEALTH NEEDS AND CONCERNS OF THE COMMUNITY SHARON HOSPITAL SERVES. SIENA COLLEGE RESEARCH INSTITUTE CONDUCTED A RANDOM-DIGIT REGIONAL COMMUNITY HEALTH SURVEY, WHICH WAS DESIGNED TO SUPPLEMENT THE REGIONAL CHNA AND GAUGE RESIDENT'S PERCEPTION OF THE HEALTH AND RESOURCES IN THEIR COMMUNITIES. FOUNDED IN 1980 AT SIENA COLLEGE IN NEW YORK'S CAPITAL DISTRICT, THE SIENA COLLEGE RESEARCH INSTITUTE CONDUCTS REGIONAL, STATEWIDE, AND NATIONAL SURVEYS ON BUSINESS, ECONOMIC, POLITICAL, VOTER, SOCIAL, ACADEMIC, AND HISTORICAL ISSUES. THE SURVEY INCLUDED BOTH EXPERT AND PUBLIC OPINION POLLS. Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - VASSAR HEALTH CONNECTICUT, INC.. A PRINTED COPY OF THE CHNA IS AVAILABLE BY REQUEST IN THE NUVANCE HEALTH ADMINISTRATIVE OFFICES. THE CHNA WAS SHARED WITH THE HOSPITAL BOARD AND THE COMMUNITY HEALTH COMMITTEE FOR ADDITIONAL DISTRIBUTION THROUGHOUT THEIR NETWORKS. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - VASSAR HEALTH CONNECTICUT, INC.. TO THE BEST OF THE HOSPITAL'S KNOWLEDGE, ALL PRIORITY HEALTH ISSUES IN THE COMMUNITY WERE BEING ADDRESSED BY THE 2023-2025 CHIP. WITH THE COMPREHENSIVE 2022 COMMUNITY HEALTH ASSESSMENT, ALL PRIOR COMMUNITY BASED INITIATIVES WERE REEVALUATED AND ADDITIONAL PROGRAMS WERE DEVELOPED AS PART OF THE 2023 - 2025 CHIP. IN ORDER TO ADDRESS THE SIGNIFICANT NEEDS IDENTIFIED IN THE 2022 CHNA, THE SHARON HOSPITAL COMMUNITY HEALTH COMMITTEE, COMPRISED OF HEALTH CARE PROVIDERS, COMMUNITY-BASED PROVIDERS, THE LOCAL HEALTH DEPARTMENT, AND LOCAL GOVERNMENT AGENCIES, ANALYZED THE WIDE RANGE OF DATA RESOURCES AND THEY IDENTIFIED CHRONIC DISEASE PREVENTION, AND PROMOTION OF WELL-BEING AND PREVENTION OF MENTAL HEALTH ISSUES AND SUBSTANCE USE DISORDERS AS MAIN PRIORITIES TO BE ADDRESSED IN THE 2023- 2025 CHIP. WITH THE NUVANCE HEALTH 2023 - 2025 CHIP, NUVANCE HEALTH WILL PRIORITIZE EVIDENCE-BASED STRATEGIES TO ADDRESS EXISTING DISPARITIES AND WILL PROMOTE OPTIMAL HEALTH AND POSITIVE OUTCOMES. KEY INITIATIVES, ADDRESSING BOTH FOCUS AREAS INCLUDE: * ASSIGNING LCSWS TO PRIMARY CARE PRACTICES TO PROVIDE MENTAL HEALTH SERVICES TO COMMUNITY MEMBERS * PARTICIPATING IN LITCHFIELD COUNTY OPIOID TASK FORCE EFFORTS TO DISTRIBUTE NARCAN KITS TO COMMUNITY MEMBERS * DEVELOPING AN EXPANDED COMMUNITY RESOURCE PAMPHLET * PARTNERING WITH THE ALZHEIMER'S ASSOCIATION IN PROVIDING EDUCATION TO NUVANCE HEALTH PROVIDERS ON EARLY RECOGNITION OF DEMENTIA AND ON SERVICES MADE AVAILABLE BY THE ALZHEIMER'S ASSOCIATION TO IMPROVE QUALITY OF LIFE * OFFERING MENTAL HEALTH FIRST AID TRAINING * INCREASING ACCESS TO SPECIALTY SERVICES BY PROVIDING A VIRTUAL HEALTH OFFICE FOR SPECIALTY TELEHEALTH SERVICES * HIRING A DIETICIAN TO SUPPORT NUTRITIONAL EDUCATION IN THE COMMUNITY * PROVIDING OVER 100 CHRONIC CONDITION MANAGEMENT, WELLNESS, AND PREVENTION RESOURCE VIDEOS ON THE NUVANCEHEALTH.ORG WEBSITE (IN ENGLISH AND SPANISH) * CONTINUING PARTICIPATION IN THE DOVER LION'S FOOD PROGRAM, PROVIDING EDUCATION ON HEALTH EATING TO SCHOOL-AGED CHILDREN * INITIATING A DISCOUNTED MEALS PROGRAM FOR SENIORS * PROVIDING HEALTH INFORMATION AND HEALTH SCREENING AT COMMUNITY HEALTH FAIRS * OFFERING STROKE AND POST-PARTUM SUPPORT GROUPS TO PROMOTE MENTAL HEALTH AND WELL BEING * IMPLEMENTING THE CT DIAPER CONNECTIONS PROGRAM TO IMPACT CHILD HEALTH AND MATERNAL DEPRESSION PLACING REFERRALS FROM THE SHARON HOSPITAL EMERGENCY DEPARTMENT TO CCAR'S EMERGENCY DEPARTMENT COACHING PROGRAM TO PROVIDE ADDICTION SUPPORT SERVICES Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - VASSAR HEALTH CONNECTICUT, INC.. NUVANCE'S FINANCIAL ASSISTANCE POLICY PROVIDES FOR A 75% DISCOUNT FOR PATIENTS WITH INCOME BETWEEN 301% AND 350% OF THE FEDERAL POVERTY GUIDELINES AND A 59.25% DISCOUNT FOR PATIENTS WITH INCOME BETWEEN 351% AND 400% OF THE FEDERAL POVERTY GUIDELINES. THE 59.25% IS THE AMOUNTS GENERALLY BILLED (AGB) UTILIZING THE "LOOK BACK METHOD" BASED ON COMMERCIAL AND MEDICARE FEE-FOR-SERVICE RATES. Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - VASSAR HEALTH CONNECTICUT, INC.. A PATIENT MAY QUALIFY FOR "MEDICAL HARDSHIP" EVEN IF THEIR INCOME EXCEEDS 400% OF THE FEDERAL POVERTY GUIDELINES. A PATIENT'S UNPAID MEDICAL DEBT IS FACTORED IN WHEN DETERMINING MEDICAL HARDSHIP. MEDICAL HARDSHIP IS DETERMINED BY COMBINING A PATIENT'S AVAILABLE INCOME WITH THEIR COUNTABLE ASSETS AND IS GRANTED WHEN THEIR UNPAID MEDICAL DEBT EXCEEDS THIS FIGURE. Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - VASSAR HEALTH CONNECTICUT, INC.. SHARON HOSPITAL HAS MESSAGES ON ALL BILLING STATEMENTS PROVIDING INFORMATION REGARDING HOW A PATIENT CAN OBTAIN ASSISTANCE WITH THEIR MEDICAL BILLS. FINANCIAL COUNSELORS ARE ALSO AVAILABLE ON-SITE AT SHARON HOSPITAL TO PROVIDE FURTHER ASSISTANCE. 0 Schedule H, Part I, Line 3c FACTORS OTHER THAN FPG IN DETERMINING ELIGIBILITY SHARON HOSPITAL PROVIDES CHARITY CARE TO PATIENTS BELOW 400% OF THE FEDERAL POVERTY LEVEL; THIS IS KNOWN AS "FINANCIAL HARDSHIP". PATIENTS UNDER 300% OF THE FEDERAL POVERTY LEVEL RECEIVE FREE CARE AND PATIENTS BETWEEN 300%-400% OF THE POVERTY LEVEL RECEIVE PARTIAL CHARITY CARE. SHARON HOSPITAL, HOWEVER, ALSO HELPS PATIENTS' WHO'S INCOME EXCEEDS 400% OF THE FEDERAL POVERTY GUIDELINES WHEN FACED WITH INSURMOUNTABLE MEDICAL DEBT. THIS TYPE OF CHARITY CARE IS KNOWN AS "MEDICAL HARDSHIP". MEDICAL HARDSHIP COMBINES AVAILABLE INCOME WITH COUNTABLE ASSETS AND IS GRANTED AT 100% FREE CARE WHEN THE UNPAID MEDICAL BILLS EXCEED THIS FIGURE. Schedule H, Part I, Line 7 CHARITY CARE AT COST PERCENTAGE A COST TO CHARGE RATIO WAS CALCULATED USING WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES, AND USED TO DETERMINE FINANCIAL ASSISTANCE AT COST. COST ACCOUNTING WAS USED TO DETERMINE MEDICARE COST, MEDICAID COST, AND THE COST FOR SUBSIDIZED HEALTH SERVICES. Schedule H, Part I, Line 7e COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SHARON HOSPITAL PROVIDED COMMUNITY BENEFIT THROUGH VARIOUS PROGRAMS, GRANTS/SPONSORSHIPS AND EVENTS THAT WERE MADE AVAILABLE TO THE COMMUNITY AT LARGE AND TO TARGETED POPULATIONS. BELOW IS A LIST OF SOME OF THE PROGRAMS OFFERED/SUPPORTED. *ADVOCACY FOR LEGISLATION, PROGRAMS, SERVICES AND FUNDING THAT ADDRESS COMMUNITY NEEDS AND HEALTH DISPARITIES *ADDRESSING GENERAL HEALTH AND WELLNESS THROUGH HEALTH FAIRS *ADDRESSING CANCER THROUGH BREAST CANCER SCREENING LECTURES, THE NURSE NAVIGATOR SPEAKER SERIES, AND LUNG CANCER PREVENTION Q & A. *ADDRESSING HEART DISEASE THROUGH EDUCATION AND LECTURE CHANNELS *ADRESSING OBESITY AND HEALTHY WEIGHT THROUGH THE NEW MILFORD WALKING PROJECT AND THE GET FIT CHALLENGE. *ADDRESSING BEHAVIORAL HEALTH NEEDS ADVOCACY THROUGH VIRTUAL MEETINGS INCLUDING CHA MENTAL HEALTH WORK GROUP and the COMMUNITY CARE TEAM *PROVIDING SUPPORT GROUPS *SENIORS HEALTH AND WELLNESS VIA OUTREACH AND EDUCATION *ADDRESSING WOMENS HEALTH THROUGH LECTURE SERIES AVAILABLE TO THE COMMUNITY GRANTS AND IN-KIND SUPPORT WERE PROVIDED TO THE FOLLOWING ORGANIZATIONS: * ALZHEIMER'S ASSOCIATION * AMERICAN CANCER SOCIETY * AMERICAN HEART ASSOCIATION * AMERICAN LUNG ASSOCIATION * ARTHRITIS FOUNDATION * NW CT CHAMBER OF COMMERCE * KIDS PLAY MUSEUM * UNITED WAY OF WESTERN CONNECTICUT * CATHOLIC CHARITIES * JANE LLOYD FOUNDATION * HOTCHKISS LIBRARY OF SHARON * HOUSATONIC HABITAT FOR HUMANITY * HOUSATONIC YOUTH SERVICE BUREAU * KENT CHAMBER OF COMMERCE * SALISBURY VOLUNTEER AMBULANCE SERVICE * SHARON AUDUBON CENTER * SHARON DAY CARE Schedule H, Part I, Line 7g Subsidized health services THE AMOUNTS REPORTED AS SUBSIDIZED HEALTH SERVICES DO NOT INCLUDE PHYSICIAN CLINIC COSTS. Schedule H, Part II Community Building Activities COALITION BUILDING $401 SHARON HOSPITAL IS COMMITTED TO CONTINUING ITS COLLABORATION WITH THE COMMUNITY HEALTH COMMITTEES AND OTHER STAKEHOLDERS TO FURTHER REFINE FOCUS AREAS WITHIN THE IDENTIFIED HEALTH PRIORITIES. AS PART OF ITS 2022-2024 COMMUNITY SERVICE PLAN, WE WILL FOCUS EFFORTS ON PREVENTING CHRONIC DISEASES AND PROMOTING WELL-BEING AND PREVENTING MENTAL AND SUBSTANCE USE DISORDERS. PARTICIPATION IN COLLABORATIVE RACE, ETHNICITY, LANGUAGE (REL) MEETINGS HELP TO ADDRESS HEALTH CONCERNS. COMMUNITY HEALTH IMPROVEMENT ADVOCACY $2,185 THE PATIENT FAMILY ADVISORY COMMITTEE (PFAC) IS AN EFFORT MADE MY SHARON HOSPITAL TO SAFEGUARD AND IMPROVE ACCESS TO HEALTH CARE SERVICES AND IMPROVE PUBLIC HEALTH. THE PFAC WAS CREATED AS A WAY TO INCLUDE THE PATIENTS' PERSPECTIVE IN ALL STRATEGIC INITIATIVES. THE CONNECTICUT COMMUNITY FOR ADDICTION RECOVERY (CCAR) IS ALSO SUPPORTED BY SHARON HOSPITAL'S EFFORTS, FACULTY AND STAFF. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount SHARON HOSPITAL FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN ITS RECOGNITION OF BAD DEBT EXPENSE. PATIENT ACCOUNT BALANCES WERE ONLY CONSIDERED FOR BAD DEBT AFTER APPLYING ALL CONTRACTUAL DISCOUNTS AND PAYMENTS, AND SCREENING FOR CHARITY ELIGIBILITY. Schedule H, Part III, Line 3 Bad Debt Expense Methodology SHARON HOSPITAL DOES RECOGNIZE THAT THERE WAS SOME BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO WERE ELIGIBLE UNDER THE ORGANIZATION'S CHARITY POLICY. WE DID NOT HAVE A REASONABLE BASIS FOR ESTIMATING THE AMOUNT OF BAD DEBT ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY. PATIENTS WHO WERE ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY WERE ACCOUNTED FOR UNDER CHARITY CARE RATHER THAN BAD DEBT. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSE CAN BE FOUND ON PAGES 17-22 OF NUVANCE HEALTH AND SUBSIDIARIES CONSOLIDATED AUDITED FINANCIAL STATEMENTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs SHARON HOSPITAL'S MEDICARE SHORTFALL SHOULD BE TREATED AS A COMMUNITY BENEFIT AS THE ORGANIZATION STRIVES TO PROVIDE 24/7 COVERAGE, IMPROVED PATIENT ACCESS, HIGHEST CLINICAL QUALITY AS WELL AS ADDRESSING THE NEEDS OF THE COMMUNITY BY OFFERING CRITICAL SERVICES TO OUR GEOGRAPHIC AREA. AS A RESULT, THE ORGANIZATION MUST BALANCE THE COST OF THESE PROGRAMS AGAINST THE CONTINUED DECREASING GOVERNMENT REIMBURSEMENT LEVELS, UNINSURED POPULATION AND COMMUNITY NEEDS. A COST ACCOUNTING SYSTEM IS USED TO CALCULATE THE SHORTFALL, WHICH IS MEDICARE NET PATIENT REVENUE LESS APPLICABLE COSTS. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance IT IS THE POLICY OF SHARON HOSPITAL TO PROVIDE "FINANCIAL ASSISTANCE" (EITHER FREE CARE OR REDUCED PATIENT OBLIGATIONS) TO PERSONS OR FAMILIES WHERE: (I) THERE IS LIMITED OR NO HEALTH INSURANCE AVAILABLE; (II) THE PATIENT FAILS TO QUALIFY FOR GOVERNMENTAL ASSISTANCE (FOR EXAMPLE MEDICARE OR MEDICAID); (III) THE PATIENT COOPERATES WITH THE HOSPITAL IN PROVIDING THE REQUESTED INFORMATION; (IV) THE PATIENT DEMONSTRATES FINANCIAL NEED; AND (V) SHARON HOSPITAL MAKES AN ADMINISTRATIVE DETERMINATION THAT FINANCIAL ASSISTANCE IS APPROPRIATE. AFTER THE HOSPITAL DETERMINES THAT A PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL WILL DETERMINE THE AMOUNT OF FINANCIAL ASSISTANCE AVAILABLE TO THE PATIENT BY UTILIZING THE CHARITABLE ASSISTANCE GUIDELINES, WHICH ARE BASED UPON THE MOST RECENT FEDERAL POVERTY GUIDELINES. SHARON HOSPITAL SHALL REGULARLY REVIEW THIS FINANCIAL ASSISTANCE POLICY TO ENSURE THAT AT ALL TIMES IT: (I) REFLECTS THE PHILOSOPHY AND MISSION OF THE HOSPITAL; (II) EXPLAINS THE DECISION PROCESSES OF WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE AND IN WHAT AMOUNTS; AND (III) COMPLIES WITH ALL APPLICABLE STATE AND FEDERAL LAWS, RULES, AND REGULATIONS CONCERNING THE PROVISION OF FINANCIAL ASSISTANCE TO INDIGENT PATIENTS. CONSISTENT WITH THIS MISSION, SHARON HOSPITAL RECOGNIZES ITS OBLIGATION TO THE COMMUNITY IT SERVES TO PROVIDE FINANCIAL ASSISTANCE TO INDIGENT PERSONS WITHIN THE COMMUNITY. IN FURTHERANCE OF ITS CHARITABLE MISSION, SHARON HOSPITAL WILL PROVIDE BOTH (I) EMERGENCY TREATMENT TO ANY PERSON REQUIRING SUCH CARE; AND (II) ESSENTIAL, NON-EMERGENT CARE TO PATIENTS WHO ARE PERMANENT RESIDENTS OF ITS PRIMARY SERVICE AREA WHO MEET THE CONDITIONS AND CRITERIA SET FORTH IN THIS POLICY, WITHOUT REGARD TO THE PATIENTS' ABILITY TO PAY FOR SUCH CARE. ELECTIVE PROCEDURES GENERALLY WILL NOT BE CONSIDERED ESSENTIAL, NON-EMERGENT CARE AND USUALLY WILL NOT BE ELIGIBLE FOR FINANCIAL ASSISTANCE. SHARON HOSPITAL WOULD COLLECT FROM INDIVIDUALS ON FINANCIAL ASSISTANCE IF THEY RECEIVED A PARTIAL CHARITABLE DISCOUNT. ALL PATIENTS CAN APPLY FOR CHARITABLE CARE ON BALANCES THEY FEEL THAT THEY CANNOT AFFORD. Schedule H, Part V, Section B, Line 16a FAP website - VASSAR HEALTH CONNECTICUT, INC.: Line 16a URL: WWW.NUVANCEHEALTH.ORG/FINANCIALASSISTANCE; Schedule H, Part V, Section B, Line 16b FAP Application website - VASSAR HEALTH CONNECTICUT, INC.: Line 16b URL: WWW.NUVANCEHEALTH.ORG/FINANCIALASSISTANCE; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - VASSAR HEALTH CONNECTICUT, INC.: Line 16c URL: WWW.NUVANCEHEALTH.ORG/FINANCIALASSISTANCE; Schedule H, Part VI, Line 2 Needs assessment IN ADDITION TO THE CHNAS CONDUCTED EVERY THREE YEARS, THE HOSPITAL HAS A COMMUNITY HEALTH COMMITTEE THAT MEETS REGULARLY TO ASSESS ANY ADDITIONAL HEALTH CARE NEEDS IN THE COMMUNITY. THE COMMITTEE PROVIDES OVERSIGHT TO THE HOSPITAL'S COMMUNITY HEALTH PRIORITIES, INCLUDING NEEDS ASSESSMENTS, COMMUNITY HEALTH IMPROVEMENT PLANS AND OTHER POPULATION HEALTH INITIATIVES. THEY HELP GUIDE PRIORITY ISSUES FOR ACTION TO IMPROVE COMMUNITY HEALTH AND HELP INFORM, GUIDE AND SHARE SUCCESSFUL PROGRAMS AND STRATEGIES THAT ADDRESS HEALTH AND WELLNESS THROUGHOUT THE COMMUNITY. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance THE HOSPITAL HAS MESSAGES ON ALL STATEMENTS PROVIDING INFORMATION REGARDING HOW THE PATIENT CAN GET ASSISTANCE WITH THEIR HOSPITAL BILL. ALSO, SIGNS ARE POSTED THROUGHOUT THE HOSPITAL AND COUNSELORS ARE AVAILABLE TO PROVIDE FURTHER ASSISTANCE. ALL UNINSURED INPATIENTS ARE INTERVIEWED BY FINANCIAL COUNSELORS AND ASSESSED FOR ELIGIBILITY FOR ASSISTANCE PROGRAMS. THE HOSPITAL PROVIDES INFORMATIONAL HANDOUTS TO ALL UNINSURED PATIENTS AT THE TIME OF REGISTRATION WHICH REFERS THEM TO FINANCIAL COUNSELING IF THEY WOULD LIKE ASSISTANCE WITH THEIR BILLS. FURTHER, THE HOSPITAL MAILS NOTICES TO ALL SELF-PAY ACCOUNTS REFERRING THEM TO FINANCIAL COUNSELING IF THEY NEED ASSISTANCE. THE COLLECTION DEPARTMENT WILL ALSO REFER PATIENTS TO FINANCIAL COUNSELING WHEN A PATIENT INDICATES THAT THEY CANNOT AFFORD THEIR BALANCES; AND FINALLY, SCHEDULERS REFER UNINSURED PATIENTS TO FINANCIAL COUNSELING PRIOR TO THEIR TEST OR PROCEDURE. THE POLICY AND APPLICATIONS FOR ASSISTANCE ARE ALSO AVAILABLE ONLINE, AS WELL AS UPON REQUEST AT THE HOSPITAL. Schedule H, Part VI, Line 4 Community information SHARON HOSPITAL IS A 78-BED FACILITY THAT HAS SERVED NORTHWESTERN CONNECTICUT SINCE 1909. SHARON IS LOCATED IN THE NORTHWEST CORNER OF THE STATE AND HAS A PRIMARY SERVICE AREA (PSA) THAT INCLUDES THE NORTHEASTERN AREA OF DUTCHESS COUNTY IN NEW YORK, AS WELL AS THE WESTERN PARTS OF LITCHFIELD COUNTY IN CONNECTICUT. IT IS ONE OF THREE HOSPITALS IN LITCHFIELD COUNTY, CT. THE SHARON HOSPITAL SERVICE AREA POPULATION IS PROJECTED TO SEE MINIMAL GROWTH OF .53% OR 300 PEOPLE FROM 2024 TO 2029. THE MOST SIGNIFICANT GROWTH WILL OCCUR IN THE POPULATION AGED 65 OR OLDER, WHICH WILL INCREASE BY 1,955 PEOPLE OR 12.33% FROM 2024 TO 2029, WHILE THE POPULATION UNDER AGE 18 WILL DECLINE BY 685 PEOPLE OR 7.7%. THE HISPANIC POPULATION WILL SEE THE LARGEST GROWTH OF 24.5% DURING THE SAME PERIOD, WHILE THE WHITE/NON-HISPANIC POPULATIONS WILL DECLINE BY 3%. LITCHFIELD COUNTY HAS A LOWER UNEMPLOYMENT RATE THAN THE STATE. AS OF DECEMBER 2024, UNEMPLOYMENT RATES STATEWIDE AND IN LITCHFIELD WERE 3.2% AND 2.5% RESPECTIVELY (BUREAU OF LABOR STATISTICS). APPROXIMATELY 7.8% OF THE POPULATION IN LITCHFIELD COUNTY ARE LIVING IN POVERTY (DATA USA). APPROXIMATELY 4.9% OF SHARON'S MARKET ARE UNINSURED, WHILE MEDICAID (20%), MEDICARE (29%) AND PRIVATE DIRECT OR EXCHANGE MAKE UP THE REST OF THE MARKET (46%). (SOURCE: THE CLARITAS COMPANY). ACCORDING TO THE HEALTH RESOURCES & SERVICES ADMINISTRATION (HRSA.GOV), THE EASTERN PART OF DUTCHESS COUNTY THAT FALLS WITHIN SHARON'S SERVICE AREA HAS BEEN IDENTIFIED AS MEDICALLY UNDERSERVED POPULATIONS (MUP) FOR PRIMARY CARE FOR LOW INCOME POPULATIONS. THERE ARE NO MEDICALLY UNDERSERVED POPULATIONS IDENTIFIED ON THE CT SIDE OF SHARON'S SERVICE AREA. Schedule H, Part VI, Line 5 Promotion of community health SHARON HOSPITAL IS A RURAL COMMUNITY 78-BED ACUTE CARE HOSPITAL THAT OFFERS AWARD-WINNING PATIENT CARE. FOR MORE THAN 125 YEARS, THE HOSPITAL HAS DELIVERED MISSION-DRIVEN SERVICES TO THE COMMUNITY. WE ARE COMMITTED TO PROVIDING SAFE, CONVENIENT CARE TO MEET YOUR PERSONAL HEALTHCARE NEEDS. WE ARE PART OF NUVANCE HEALTH, A NETWORK OF SEVEN COMMUNITY HOSPITAL LOCATIONS AND NUMEROUS OUTPATIENT FACILITIES IN THE HUDSON VALLEY AND WESTERN CONNECTICUT. OUR PATIENTS BENEFIT FROM THE VARIOUS MULTISPECIALTY GROUPS AND SERVICES ACROSS THE SYSTEM. OUR FEATURED SERVICES INCLUDE A CANCER INSTITUTE, HEART AND VASCULAR INSTITUTE, NEUROSCIENCES INSTITUTE, AND OUR DIGESTIVE HEALTH INSTITUTE. OUR FEATURED SERVICE LINES INCLUDE: * PRIMARY CARE AND PEDIATRICS * GENERAL AND ORTHOPEDIC SURGERY * SENIOR BEHAVIORAL HEALTH * REHABILITATION SERVICES * LABORATORY TESTING, IMAGING AND RADIOLOGY * WOUND CARE OUR EFFORT TO IMPROVE THE HEALTH OF OUR COMMUNITITES IS A LONG-TERM AND VERY COLLABORATIVE ONE TO ADDRESS PUBLIC HEALTH ISSUES AND OPPORTUNITIES IN OUR REGION. OUR ROLE IN IMPROVING HEALTH MAY BE AS A LEADER, PARTNER, FACILITATOR, FUNDER, ADVOCATE, CHAMPION, OR OBSERVER. IN THESE ROLES, WE EMBRACE THE SOCIAL DETERMINANTS OF HEALTH AND APPLY STRATEGIES AND TACTICS INCLUDING HEALTH EDUCATION, OUTREACH AND SCREENINGS VIA COLLABORATIONS, DATA COLLECTION AND RESEARCH, HEALTH CLINICS AND FAIRS, SPONSORSHIPS, AND SUBJECT MATTER EXPERT SPEAKER PRESENTATIONS. FOR MORE DETAILED INFORMATION AND EXAMPLES, SEE SCHEDULE H, PART I, LINE 7E. ITS BOARD OF TRUSTEES IS COMPOSED OF PROMINENT CITIZENS WHO LIVE AND WORK IN THE COMMUNITY. MEDICAL STAFF PRIVILEGES IN THE HOSPITAL ARE AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA, CONSISTENT WITH THE SIZE AND NATURE OF THE FACILITY. IN ADDITION, ANY SURPLUS REVENUE IS REINVESTED INTO THE HOSPITAL, ITS STAFF AND THE COMMUNITY. SHARON REALIZES THIS IS NECESSARY TO ACHIEVE AND MAINTAIN HIGH-QUALITY STANDARDS, KEEP UP WITH THE RAPID ADVANCEMENT IN TECHNOLOGY, PROVIDE START-UP CAPITAL FOR NEW PROGRAMS, AND EXPAND EXISTING FACILITIES AND PROGRAMS IN ORDER TO PROVIDE QUALITY CARE TO THE COMMUNITY. Schedule H, Part VI, Line 6 Affiliated health care system NUVANCE HEALTH IS AN INTEGRATED HEALTH SYSTEM OFFERING CONVENIENT, ACCESSIBLE AND AFFORDABLE CARE TO OUR COMMUNITY MEMBERS. OUR TALENTED TEAM OF MORE THAN 15,000 COMPASSIONATE CAREGIVERS PROVIDE HIGH-QUALITY CARE THROUGH: COMMUNITY HOSPITALS, PRIMARY CARE AND SPECIALTY PRACTICE LOCATIONS, OUTPATIENT SETTINGS, HOME CARE SERVICES, AND TELEHEALTH VISITS. SHARON HOSPITAL HAS PROVIDED $7,815,395 WORTH OF CARE THROUGH FINANCIAL ASSISTANCE AT COST AND ITS MEDICAID SHORTFALL. NUVANCE HEALTH HAS SEVEN HOSPITALS (DANBURY HOSPITAL, NEW MILFORD HOSPITAL, NORWALK HOSPITAL, SHARON HOSPITAL, VASSAR BROTHERS MEDICAL CENTER, NORTHERN DUTCHESS HOSPITAL AND PUTNAM HOSPITAL) THAT PROVIDE A FULL RANGE OF MEDICAL SERVICES TO THE COMMUNITY REGARDLESS OF THE INDIVIDUAL'S ABILITY TO PAY. SERVICES INCLUDE ROUTINE INPATIENT ANCILLARY AND OUTPATIENT CARE IN SUPPORT OF THE SYSTEM'S MISSION STATEMENT. ALL OF OUR HOSPITALS HAVE OPEN MEDICAL STAFFS. IF AN INDIVIDUAL MEETS THE EDUCATIONAL, EXPERIENTIAL AND LICENSOR REQUIREMENTS, THEY CAN JOIN THE MEDICAL STAFF. THERE ARE FIVE FOUNDATIONS THAT HELP SUPPORT OUR HOSPITALS AND AFFILIATES (DANBURY HOSPITAL AND NEW MILFORD HOSPITAL FOUNDATION, INC., NORWALK HOSPITAL FOUNDATION, VASSAR BROTHERS HOSPITAL FOUNDATION, NDH FOUNDATION AND PUTNAM HOSPITAL CENTER FOUNDATION). EACH FOUNDATION'S MISSION IS TO RAISE FUNDS, REINVEST, ADMINISTER FUNDS AND MAKE DISTRIBUTIONS TO THE HOSPITALS AND THEIR NOT-FOR-PROFIT HEALTH CARE AFFILIATES. NUVANCE HEALTH HAS FOUR MEDICAL GROUPS (NUVANCE HEALTH MEDICAL PRACTICE CT, INC., NUVANCE HEALTH MEDICAL PRACTICE, P.C., EASTERN NEW YORK MEDICAL SERVICES, P.C. AND HUDSON VALLEY CARDIOVASCULAR PRACTICE, P.C.). THE MEDICAL PRACTICES PROVIDE A FULL RANGE OF HOSPITAL-BASED AND OUTPATIENT SERVICES TO RESIDENTS IN THEIR COMMUNITIES AND SURROUNDING AREAS. THEY PROVIDE SAFE, INNOVATIVE, CONVENIENT AND COORDINATED PRIMARY AND SPECIALTY HEALTH CARE IN THE CUMMUNITIES THEY SERVE AND STRIVE TO BE AWARE OF AND RESPOND THE THEIR PATIENTS' NEEDS. WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES, INC.'S PRINCIPAL PURPOSE IS TO PROVIDE OUTPATIENT HEALTH CARE SERVICES IN VARIOUS LOCATIONS AND ALSO PROVIDE AMBULANCE SERVICES TO DANBURY AND SURROUNDING TOWNS, WHILE SERVING THOSE THAT CANNOT AFFORD THE CARE. NUVANCE HEALTH HAS THREE HOME CARE ENTITIES (WESTERN CONNECTICUT HOME CARE, INC., HEALTH QUEST HOME CARE, INC. (CERTIFIED) AND HEALTH QUEST HOME CARE, INC. (LICENSED). OUR HOME CARE PROGRAMS PROVIDE COMPREHENSIVE HEALTH SERVICES TO SELECTED PATIENTS WHO CAN BE CARED FOR AT HOME, THUS REDUCING THE EXPENSE ASSOCIATED WITH HOSPITALIZATION AND ALLOWING PATIENTS TO BE TREATED IN THE COMFORT AND FAMILIARITY OF THEIR HOMES. THESE SERVICES INCLUDE SKILLED NURSING, THERAPIES (PHYSICAL, OPERATIONAL AND SPEECH), MEDICAL SOCIAL SERVICES, AND HOME HEALTH AIDS. ALAMO AMBULANCE SERVICES, INC. IS A LICENSED AMBULANCE TRANSPORT SERVICE WITHIN DUTCHESS, ORANGE, ULSTER AND PUTNAM COUNTIES IN NEW YORK. Schedule H, Part VI, Line 7 State filing of community benefit report CT, NY X true true false true false false false false false true false CHRISTINA MCCULLOCH PRESIDENT SHARON HOSPITAL 336860 0 100000 0 6002 0 52950 0 3237 0 499049 0 0 0 MARK K HIRKO MD FORMER PRESIDENT SHARON HOSPITAL; PRESIDENT PHC 0 500932 0 125000 0 79122 0 19800 0 26094 0 750948 0 0 DANIEL DEBARBA CHIEF FINANCIAL OFFICER; TREASURER 0 810684 0 623143 0 40338 0 146400 0 29227 0 1649792 0 0 BRIAN WYATT SECRETARY & CHIEF LEGAL OFFICER 0 480215 0 150000 0 3997 0 77562 0 47076 0 758850 0 0 PETER CORDEAU FORMER PRESIDENT SHARON HOSPITAL; PRESIDENT NHA 0 517434 0 160000 0 97966 0 19800 0 43484 0 838684 0 0 DONALD SOUCIER MD FORMER PRESIDENT OF MEDICAL STAFF 1233 495610 0 0 0 53544 0 19800 0 34045 1233 602999 0 0 JEAN AHN CHIEF STRATEGY OFFICER 0 492851 0 458046 0 30234 0 95760 0 3008 0 1079899 0 0 KATHRYN D CULLINAN CHIEF HUMAN RESOURCES OFFICER 0 407193 0 275000 0 34200 0 86100 0 24960 0 827453 0 0 WAYNE MCNULTY CHIEF COMPLIANCE OFFICER 0 352913 0 100000 0 82489 0 19800 0 13949 0 569151 0 33360 MICHELLE ROBERTSON CHIEF OPERATING OFFICER 0 808556 0 486914 0 42778 0 145200 0 42513 0 1525961 0 0 KATHERINE BENSON HOUSE SUPERVISOR 248415 0 10450 0 4334 0 15955 0 14136 0 293290 0 0 0 ANN MEACH REGISTERED NURSE 171226 0 8850 0 4028 0 11133 0 12757 0 207994 0 0 0 IRINA PRISHCHEPOVA REGISTERED NURSE 172997 0 13050 0 1589 0 11505 0 26523 0 225664 0 0 0 ANNA T VISCHIO PHYSICIAN-CLINICAL 215633 0 28476 0 23228 0 17114 0 45950 0 330401 0 0 0 DAWN WOODRUFF CHIEF NURSING OFFICER 218496 0 52500 0 2959 0 16770 0 28856 0 319581 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments FOR THE FOLLOWING, BENEFITS REPORTED IN PART VII INCLUDES GROSS-UP PAYMENTS FOR A TAXABLE TRAVEL STIPEND AND/OR AN EMPLOYEE RECOGNITION AWARD: 4 HIGHEST COMPENSATED EMPLOYEES 1 OFFICER/DIRECTOR Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation VASSAR HEALTH CONNECTICUT, INC. RELIED ON NUVANCE HEALTH, A RELATED TAX-EXEMPT ORGANIZATION, TO APPROVE AND DETERMINE COMPENSATION FOR THE CEO AND TOP MANAGEMENT, WHICH USED A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO GATHER COMPARABLE DATA ON OTHER KEY EMPLOYEES. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan EFFECTIVE OCTOBER 1, 2020, NUVANCE HEALTH ESTABLISHED AN EXECUTIVE RETIREMENT PLAN IN ORDER TO PROVIDE NONQUALIFIED DEFINED CONTRIBUTION RETIREMENT BENEFITS TO DESIGNATED KEY MEMBERS OF ITS EXECUTIVE MANAGEMENT TEAM, SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 OF TIER 2 EXECUTIVE POSITIONS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN CALENDAR YEAR 2023, THE FOLLOWING AMOUNTS EARNED BY THE PARTICIPANTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN C RETIREMENT AND OTHER DEFERRED COMPENSATION: DANIEL DEBARBA $126,600 MICHELLE ROBERTSON $125,400 JEAN AHN $ 75,960 KATHERINE CULLINAN $ 66,300 BRIAN WYATT $ 57,763 CHRISTINA MCCULLOCH $ 33,150 FOR CALENDAR YEAR 2023, THE FOLLOWING AMOUNTS EARNED AND PAID TO PARTICIPANTS WERE REPORTED ON SCHEDULE J, PART II, COLUMN B(iii) OTHER REPORTABLE COMPENSATION: WAYNE MCNULTY $ 72,355 PETER CORDEAU $ 65,880 MARK HIRKO, MD $ 56,640 Schedule J, Part I, Line 7 Non-fixed payments NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN (ALIP) (EXCERPTS FROM) THE PURPOSE OF THE NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO ENGAGE AND MOTIVATE THE ORGANIZATION'S LEADERS TO FURTHER THE CHARITABLE MISSION OF NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES, BY PROMOTING EFFECTIVE MANAGEMENT OF OPERATIONS, DELIVERY OF HIGH-QUALITY CARE AND SERVICE, AND RESPONSIBLE USE OF RESOURCES TO MEET COMMUNITY NEEDS. THE PLAN IS INTENDED TO ASSIST NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES TO ATTRACT AND RETAIN LEADERSHIP WITH THE TALENT AND EXPERIENCE NEEDED TO BE SUCCESSFUL BY PROVIDING MEANINGFUL INCENTIVES AND REWARDS FOR OUTSTANDING PERFORMANCE. INDIVIDUALS MUST BE AN ELIGIBLE EMPLOYEE TO BE CONSIDERED AS A PARTICIPANT IN THIS PLAN. AN ELIGIBLE EMPLOYEE IS AN INDIVIDUAL EMPLOYED BY NUVANCE HEALTH AND HOLDS A POSITION ASSIGNED TO ONE OF THE FOLLOWING TIERS, AS OF APRIL 30TH OF THE PLAN YEAR. - TIER I, PRESIDENT, CEO, SENIOR EXECUTIVE - TIER II, EXECUTIVE (A) - TIER II, PHYSICIAN EXECUTIVES (B) - TIER III, SENIOR LEADER (A) - TIER III, SENIOR LEADER (B) - TIER IV, LEADER (A) ORGANIZATIONAL GOALS ARE GENERALLY BASED ON THE FOLLOWING CATEGORIES AND ARE WEIGHTED THROUGH A SPLIT BETWEEN ORGANIZATIONAL AND INDIVIDUAL: - QUALITY AND SERVICE - PEOPLE AND CULTURE - PATIENT EXPERIENCE - FINANCIAL STRENGTH EACH PLAN YEAR, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD ("THE COMMITTEE"), IN ITS SOLE DISCRETION AND UNLESS OTHERWISE APPROPRIATELY DELEGATED, SELECTS PARTICIPANTS FROM A LIST OF ELIGIBLE EMPLOYEES NOMINATED BY THE CEO. THE CEO, EX OFFICIO, IS AN ELIGIBLE EMPLOYEE FOR PURPOSES OF SELECTION TO PARTICIPATE IN THE PLAN. EACH PLAN YEAR, THE COMMITTEE, BASED ON INPUT FROM THE CEO, MAY ESTABLISH A THRESHOLD AWARD, A TARGET AWARD AND/OR A MAXIMUM AWARD FOR EACH PARTICIPANT. AWARD OPPORTUNITIES ARE ESTABLISHED BASED ON COMPETITIVE MARKET PRACTICES AND ON NUVANCE HEALTH'S COMPENSATION PHILOSOPHY. AWARD OPPORTUNITIES MAY BE BASED ON ADDITIONAL FACTORS, INCLUDING NUVANCE HEALTH'S FINANCIAL AND OPERATIONAL PERFORMANCE, REFLECTING MARKET PAY PRACTICES AND BENCHMARKING FOR COMPARABLE POSITIONS, AND ANY OTHER FACTORS DEEMED RELEVANT BY THE COMMITTEE. EACH PLAN YEAR, THE COMMITTEE, AND UNLESS OTHERWISE APPROPRIATELY DELEGATED FOR ANY PLAN YEAR, SHALL ESTABLISH PERFORMANCE GOALS TO EVALUATE THE PERFORMANCE OF EACH PARTICIPANT. AFTER COMPLETION OF EACH PLAN YEAR, THE COMMITTEE MAY EVALUATE WHETHER THE PERFORMANCE OF NUVANCE HEALTH AND PARTICIPANT MEETS OR EXCEEDS THE PERFORMANCE GOALS ESTABLISHED FOR THE PLAN YEAR. IF PERFORMANCE WARRANTS, THE COMMITTEE MAY APPROVE A FINAL AWARD AMOUNT FOR EACH PARTICIPANT AND APPROVE ANY ADDITIONAL CONDITION ON PAYMENT OF THE AWARD. NUVANCE HEALTH EXECUTIVE LONG TERM INCENTIVE PLAN (EXCERPTS FROM) ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 AND TIER II (A) EXECUTIVE POSITIONS SHALL BE ELIGIBLE EMPLOYEES TO PARTICIPATE IN THE PLAN. UNDER THE PLAN, PARTICIPANTS WILL BE ELIGIBLE TO RECEIVE INCENTIVE AWARD PAYMENTS BASED UPON THE ACHIEVEMENT OF SELECTED AND STRATEGICALLY IMPORTANT PERFORMANCE GOALS IDENTIFIED FOR EACH PERFORMANCE PERIOD. THE AWARD OPPORTUNITIES FOR AN ELIGIBLE EMPLOYEE WITH RESPECT TO A PERFORMANCE PERIOD SHALL BE EXPRESSED AS A PERCENTAGE OF HIS OR HER AVERAGE BASE SALARY IN EFFECT DURING THE APPLICABLE PERFORMANCE PERIOD. PRIOR TO THE BEGINNING OF EACH PERFORMANCE PERIOD, THE COMMITTEE MAY ESTABLISH A MINIMUM PERFORMANCE REQUIREMENT FOR NUVANCE HEALTH. NO FINAL AWARDS MAY BE GRANTED TO ANY PARTICIPANT FOR A PERFORMANCE PERIOD IN WHICH MINIMUM PERFORMANCE REQUIRMENTS, IF ANY, WERE NOT MET. THE FINAL AWARD PAYABLE TO EACH PARTICIPANT WILL BE DETERMINED WITHIN 60 DAYS FOLLOWING THE END OF THE PERFORMANCE PERIOD. AWARDS FOR A GIVEN PERFORMANCE PERIOD WILL BE PAID IN A SINGLE LUMP-SUM ON THE PAYMENT DATE PROVIDED HOWEVER, THAT NO PAYMENT WILL BE MADE UNTIL THE RESULTS ARE VERIFIED AND AUDITED. Form 990, Part VI, Line 13 AND 14 THE POLICIES EXIST AT THE PARENT LEVEL, WHICH ARE FOLLOWED BY EACH ENTITY AND ARE APPROVED BY THE PARENT BOARD, BUT NOT THE BOARD OF SHARON HOSPITAL. THIS EXCLUDES THE RECORD RETENTION POLICY, WHICH IS APPROVED ONLY BY THE PARENT AUDIT COMMITTEE. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF VASSAR HEALTH CONNECTICUT INC ("SHARON HOSPITAL") IS HEALTH QUEST SYSTEMS, INC. NUVANCE HEALTH IS THE SOLE MEMBER OF HEALTH QUEST SYSTEMS, INC. ON FEBRUARY 28, 2024, NUVANCE HEALTH ENTERED INTO AN AFFILIATION AGREEMENT WITH NORTHWELL HEALTH, INC. ("NORTHWELL"), PURSUANT TO WHICH NORTHWELL OR AN AFFILIATED ENTITY WOULD BECOME THE ACTIVE PARENT AND SOLE CORPORATE MEMBER OF NUVANCE HEALTH. THIS TRANSACTION WAS SUBJECT TO THE RECEIPT OF REGULATORY APPROVALS AND THE SATISFACTION OF CLOSING CONDITIONS. EFFECTIVE MAY 1, 2025, THE PARTIES CLOSED THE TRANSACTION AND NORTHWELL, INC. (WHICH IS THE ULTIMATE SOLE CORPORATE MEMBER OF NORTHWELL) BECAME THE SOLE CORPORATE MEMBER OF NORTHWELL HEALTH SYSTEM, INC., WHICH BECAME THE PARENT ENTITY OF NUVANCE HEALTH. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBER (HEALTH QUEST SYSTEM, INC.) SHALL ELECT SHARON HOSPITAL'S OFFICERS. SUBJECT TO THE APPROVAL OF THE MEMBER, ANY VACANCY OR VACANCIES OCCURRING IN ANY OFFICE OF THE CORPORATION MAY BE FILLED UNTIL THE NEXT MEETING AT WHICH OFFICERS ARE ELECTED BY THE AFFIRMATIVE VOTE OF THE REMAINING DIRECTORS IN OFFICE AT ANY MEETING OF THE BOARD, THOUGH SUCH REMAINING DIRECTORS MAY CONSTITUTE LESS THAN A QUORUM. ANY OFFICER OF THE CORPORATION MAY BE REMOVED AT ANY TIME WITH OR WITHOUT CAUSE BY THE MEMBER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CERTAIN FUNDAMENTAL DECISIONS TO BE UNDERTAKEN BY SHARON HOSPITAL REQUIRE THE APPROVAL OF THE MEMBER, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: (I) ELECTION OR REMOVAL OF AN OFFICER OR A DIRECTOR WHO IS NOT AN EMPLOYEE OR CONTRACTOR; (II) AMENDMENT OF SHARON HOSPITAL'S ORGANIZATIONAL DOCUMENTS; (III) ADOPTION OF OR REVISIONS TO POLICIES RELATING TO THE CONTROL AND SUPERVISION OF THE INVESTMENT OF SHARON HOSPITAL'S FUNDS; (IV) ADOPTION OF OR AMENDMENT TO ANY OF SHARON HOSPITAL'S QUALIFIED OR NONQUALIFIED BENEFIT PLANS; (V) ADOPTION OF OR REVISIONS TO ANY SYSTEMWIDE QUALITY, PERFORMANCE AND CREDENTIALING STANDARDS AND PROCEDURES; (VI) APPROVAL OF ALL AUDITED FINANCIAL STATEMENTS, WHICH INCLUDES REVIEW OF THE SYSTEM WIDE ACCOUNTING POLICIES AND CONTROLS AND THE SELECTION OF THE INDEPENDENT AUDITORS; (VII) ADOPTION OF OR ANY MATERIAL REVISIONS TO THE CAPITAL BUDGET AND OPERATING BUDGET; (VIII) ADOPTION OF, REVISIONS TO AND OVERSIGHT OF ANY SYSTEMWIDE POLICIES AND PRACTICES RELATING TO REGULATORY COMPLIANCE; (IX) ANY CESSATION OF ANY SERVICE LINE OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY; (X) ANY CLOSURE, SALE OR TRANSFER OF A HOSPITAL; (XI) ANY ASSIGNMENT FOR THE BENEFIT OF CREDITORS, THE FILING OF ANY PETITION IN VOLUNTARY BANKRUPTCY, THE FILING OF ANY PETITION OR ANSWER SEEKING REORGANIZATION, OR AN ARRANGEMENT WITH CREDITORS UNDER THE FEDERAL BANKRUPTCY LAW; (XII) ANY CHANGE IN THE TAX STATUS OF OR REVISION OF, THE CHARITY CARE POLICIES; (XIII) ANY MERGER, CONSOLIDATION OR SIMILAR TRANSACTION; (XIV) ANY INCURRENCE, ASSUMPTION, OR GUARANTEE OF ANY DEBT. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORMS 990 FOR NUVANCE HEALTH AND AFFILIATED ENTITIES ARE PREPARED BY THE NUVANCE HEALTH TAX DEPARTMENT WITH ASSISTANCE FROM VARIOUS DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE RETURNS ARE REVIEWED BY MANAGEMENT AND AN INDEPENDENT ACCOUNTING FIRM. A COMPLETE DRAFT IS THEN POSTED TO AN INTRANET SITE FOR NUVANCE HEALTH BOARD MEMBERS, THE ULTIMATE PARENT OF THE ORGANIZATION, TO REVIEW THE RETURNS PRIOR TO FILING. THE FORMS 990 ARE THEN SIGNED AND FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS, TRUSTEES/DIRECTORS, KEY EMPLOYEES AND OTHER DISQUALIFIED PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. RESPONSES ARE REVIEWED BY THE CHIEF COMPLIANCE, AUDIT & PRIVACY OFFICER. ALSO, THEY ARE REQUIRED TO DISCLOSE ANY CONFLICT TO THE BOARD OR DIRECTLY TO THE CHAIRMAN PRIOR TO ANY MEETING. AFTER A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED ALONG WITH ALL RELATED MATERIAL FACTS, THE BOARD PROCEEDS TO DISCUSS AND DETERMINE THROUGH A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER AN ACTUAL CONFLICT OR DUALITY OF INTEREST EXISTS. IF THE INTERESTED PERSON IS PRESENT AT THE START OF THE DISCUSSION, HE OR SHE MAY ANSWER QUESTIONS RELATED TO THE MATTER AND PROVIDE ADDITIONAL, RELEVANT FACTS BUT IS REQUIRED TO LEAVE THE MEETING DURING DELIBERATIONS REGARDING WHETHER AN ACTUAL CONFLICT OR DUALITY OF INTEREST EXISTS. Form 990, Part VI, Line 15b Process to establish compensation of other employees NUVANCE HEALTH'S EXECUTIVE TOTAL REWARDS PHILOSOPHY IS DESIGNED TO ALIGN WITH THE COMPANY'S STRATEGIC DIRECTION, AND TO REINFORCE ITS CORE MISSION, VISION AND VALUES. IN ORDER TO ACHIEVE ITS OVERALL PERFORMANCE OBJECTIVES, NUVANCE HEALTH PROVIDES TOTAL REWARDS PROGRAMS THAT RECOGNIZE EXECUTIVES FOR PERFORMING WORK WELL TO ENSURE THE ACHIEVEMENT OF COMPANY GOALS. THESE PROGRAMS SERVE TO PROMOTE THE ATTRACTION, ENGAGEMENT, AND RETENTION OF TALENTED EXECUTIVES THROUGHOUT THEIR CAREERS WITH NUVANCE HEALTH. THE TOTAL REWARDS PROGRAMS ARE DESIGNED TO BE MARKET COMPETITIVE, COMPLIANT WITH REGULATORY GUIDELINES REFLECTIVE OF BEST PRACTICES, AND DIFFERENTIATED TO CREATE STRONG COMPETITIVE ADVANTAGE. TOTAL REWARDS PROGRAMS ARE REVIEWED ON AN ONGOING BASIS TO ENSURE CONTINUED MARKET COMPETITIVENESS, RELEVANT VALUE TO EXECUTIVES, AND FISCAL RESPONSIBILITY. TOTAL REWARDS FOR NUVANCE HEALTH EXECUTIVES CONSISTS OF KEY COMPONENTS OF COMPENSATION AND BENEFITS. OVERALL EXECUTIVE REWARDS PROGRAM WILL EMPHASIZE PERFORMANCE-BASED ELEMENTS, WHEREBY TARGETED LEVELS OF COMPENSATION WILL ONLY BE ACHIEVED IF THE ORGANIZATION AND INDIVIDUAL ACHIEVE STRETCH GOALS AND OBJECTIVES. BASED ON THE LABOR MARKETS FOR TALENT FOR EXECUTIVE ROLES, NUVANCE HEALTH WILL UTILIZE A WEIGHTED BLEND OF BOTH NATIONAL COMPARABLY-SIZED HEALTH CARE PROVIDER MARKET DATA WITH A +25% GEOGRAPHIC DIFFERENTIAL APPLIED (DIFFERENTIAL TO BE VALIDATED ON A PERIODIC BASIS) AT TWO-THIRDS WEIGHT AND NATIONAL COMPARABLY-SIZED GENERAL INDUSTRY DATA, FOR IDENTIFIED ROLES WHERE SKILL SETS OVERLAP AT ONE-THIRD WEIGHT. GEOGRAPHIC DIFFERENTIAL REFLECTS THE OBSERVED AND REPORTED EXECUTIVE COMPENSATION DIFFERENTIAL BETWEEN NUVANCE HEALTH'S OPERATING REGION AND THE BROADER NATIONAL HEALTH CARE PROVIDER MARKET. NUVANCE HEALTH'S TOTAL REWARDS PHILOSOPHY AND PRACTICES ARE TARGETED AT THE 50TH PERCENTILE OF THE RELEVANT MARKET FOR BASE SALARY, AND 62.5TH PERCENTILE FOR TOTAL CASH AND TOTAL DIRECT (WHERE AVAILABLE) COMPENSATION ELEMENTS IF TARGET PERFORMANCE IS ACHIEVED UNDER VARIABLE COMPENSATION PROGRAMS. NUVANCE HEALTH'S COMMITTEE HAS DISCRETION TO POSITION INDIVIDUAL LEVELS ABOVE OR BELOW THIS TARGETED COMPETITIVE POSITIONING, BASED ON SUCH FACTORS AS POSITIONING TO MARKET, HIGH DEMAND SKILLSETS AND DIFFICULT TO FILL OR CRITICAL TO THE ORGANIZATION'S STRATEGY AND SUCCESS. OUR GOVERNANCE PROMOTES CONSISTENCY AND EQUITY; PROVIDES CLARITY AND GUIDANCE TO DECISION-MAKERS; ENSURES STANDARD PROCESSES AND PROCEDURES FOR ASSESSING, CALIBRATING, ADMINISTERING, AND DELIVERING EFFECTIVE TOTAL REWARDS THROUGHOUT THE NUVANCE HEALTH SYSTEM. OVERSIGHT AND GOVERNANCE OF THE EXECUTIVE COMPENSATION PHILOSOPHY AND PROGRAMS FOR ELIGIBLE EXECUTIVES/DISQUALIFIED INDIVIDUALS (CURRENTLY CEO, PRESIDENT AND TIERS 1 AND 2) WILL BE AT THE COMPENSATION COMMITTEE OF THE BOARD LEVEL, AND WILL FOLLOW A STRUCTURED AND RIGOROUS PROCESS TO ENSURE COMPLIANCE WITH INTERMEDIATE SANCTIONS UNDER IRS GUIDELINES. COMPENSATION REVIEW AND APPROVAL PROCESS IS IDENTICAL TO THE PROCESS FOR THE CEO. AN ANNUAL LETTER OF REASONABLENESS IS PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS BY WILLIS TOWERS WATSON AS CONSULTANT TO THE BOARD. IN THIS ANNUAL ASSESSMENT OF THE REASONABLENESS OF THE TOTAL REMUNERATION PACKAGES PROVIDED TO SELECT EXECUTIVES, AN OPINION IS RENDERED WITH RESPECT TO THE REASONABLENESS OF POTENTIAL TARGET AND MAXIMUM TOTAL REMUNERATION PROVIDED TO THE INCLUDED EXECUTIVES FOR EACH FISCAL YEAR. A BI-ANNUAL LETTER OF REASONABLENESS FOR PHYSICIAN COMPENSATION IS ALSO PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE BY KORN FERRY HAY AS A CONSULTANT TO THE BOARD. THIS ASSESSMENT OF THE REASONABLENESS OF THE TOTAL REMUNERATION PACKAGES PROVIDED TO PHYSICIANS IS RENDERED WITH RESPECT TO THE REASONABLENESS OF POTENTIAL TARGET AND MAXIMUM TOTAL REMUNERATION PROVIDED TO EACH PHYSICIAN. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE DOCUMENTS ARE PROVIDED EITHER ELECTRONICALLY OR AS PAPER COPIES. IN ADDITION, CERTAIN FINANCIAL INFORMATION IS AVAILABLE ON VARIOUS WEBSITES DUE TO REGULATORY FILINGS SUCH AS THE 990 AND BOND HOLDER AGREEMENTS. Form 990, Part VII, Section A ADDITIONAL INFORMATION FOR THOSE OFFICERS AND TOP 5 EMPLOYEES, FOR WHICH ONLY 40 HOURS IS NOTED TO REFLECT PAID HOURS, ACTUAL HOURS WORKED EXCEEDED THIS AMOUNT. NOTE: ALL AMOUNTS IN COLUMN F, OF PART VII, "ESTIMATED AMOUNT OF OTHER COMPENSATION", REPRESENT BENEFITS, AND DO NOT REFLECT ANY COMPENSATION FOR WHICH THE AVERAGE AMOUNT OF TIME WORKED CAN BE REFLECTED. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue ALL OTHER REVENUE - Total Revenue: 11277, Related or Exempt Function Revenue: 11277, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Healthcare Professionals - Total Expense: 2031414, Program Service Expense: 1745265, Management and General Expenses: 286149, Fundraising Expenses: ; Purchased Services - Total Expense: 6624990, Program Service Expense: 5691782, Management and General Expenses: 933208, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances INTERCOMPANY FORGIVENESS - 14111478; Alamo Ambulance Service Inc 45 READE PLACE POUGHKEEPSIE NY 12601 141745417 Transportation NY 501(c)(3) Type III-FI HQ true Danbury Hospital & New Milford Hospital Foundation Inc 24 HOSPITAL AVENUE DANBURY CT 06810 237425557 Fundraising CT 501(c)(3) 7 WCHN true The Danbury Hospital 24 HOSPITAL AVENUE DANBURY CT 06810 060646597 Hospital CT 501(c)(3) 3 WCHN true Eastern New York Medical Services PC 3423 Danbury Road Brewster NY 10509 455431389 Physician Services NY 501(c)(3) 10 WCHN true Health Quest Home Care Inc (Certified) 2649 South Road Suite 220 Poughkeepsie NY 12601 141788412 Home Health NY 501(c)(3) 10 HQ true Health Quest Home Care Inc (Licensed) 2649 South Road Suite 220 Poughkeepsie NY 12601 141788410 Home Health NY 501(c)(3) 10 HQ true Nuvance Health Medical Practice PC 45 READE PLACE POUGHKEEPSIE NY 12601 562669185 Physician Services NY 501(c)(3) 10 HQ true Health Quest Systems Inc 45 READE PLACE POUGHKEEPSIE NY 12601 141678068 Support/Management NY 501(c)(3) 10 NUVANCE true Health Quest Urgent Medical Care Practice PC 45 READE PLACE POUGHKEEPSIE NY 12601 800152047 Physician Services NY 501(c)(3) 10 HQ true Hudson Valley Cardiovascular Practice PC 1 Columbia Poughkeepsie NY 12601 463756713 Physician Services NY 501(c)(3) 10 HQ true NDH Foundation 6531 SPRINGBROOK AVENUE RHINEBECK NY 12572 141776208 Fundraising NY 501(c)(3) 7 HQ true Northern Dutchess Hospital 6511 SPRINGBROOK AVENUE RHINEBECK NY 12572 141338467 Hospital NY 501(c)(3) 3 HQ true Northern Dutchess Residential Healthcare Facility Inc 6525 SPRINGBROOK AVENUE RHINEBECK NY 12572 223129608 Nursing Home NY 501(c)(3) 10 HQ true Norwalk Hospital Foundation Inc 34 MAPLE STREET NORWALK CT 06856 222577707 Fundraising CT 501(c)(3) 7 WCHN true Nuvance Health 45 READE PLACE POUGHKEEPSIE NY 12601 834214573 Support/Management NY 501(c)(3) Type III-FI NA false Nuvance Health Medical Practice CT Inc 100 RESERVE ROAD DANBURY CT 06810 061137531 Physician Services CT 501(c)(3) 10 WCHN true Putnam Hospital 670 STONELEIGH AVENUE CARMEL NY 10512 146019179 Hospital NY 501(c)(3) 3 HQ true Putnam Hospital Center Foundation Inc 670 STONELEIGH AVENUE CARMEL NY 10512 061399319 Fundraising NY 501(c)(3) Type I HQ true The Norwalk Hospital Association 34 MAPLE STREET NORWALK CT 06850 066068853 Hospital CT 501(c)(3) 3 WCHN true Vassar Brothers Hospital Foundation 45 READE PLACE POUGHKEEPSIE NY 12601 141736429 Fundraising NY 501(c)(3) 7 HQ true Vassar Brothers Medical Center 45 READE PLACE POUGHKEEPSIE NY 12601 141338586 Hospital CT 501(c)(3) 3 HQ true Wells Manor Housing Development Fund Corp 56 ASTOR DRIVE RHINEBECK NY 12572 112611902 Low Income NY 501(c)(3) PF HQ true Western Connecticut Home Care Inc 100 SAW MILL ROAD DANBURY CT 06810 060655138 Home Healthcare CT 501(c)(3) 10 WCHN true Western Connecticut Health Network Affiliates Inc 100 RESERVE ROAD DANBURY CT 06810 222594968 Outpatient Health Care Services CT 501(c)(3) 10 WCHN true Western Connecticut Health Network Inc 100 RESERVE ROAD DANBURY CT 06810 222594977 Support/Management CT 501(c)(3) Type II NUVANCE true Western Connecticut Health Network Investments LLC 100 Reserve Road Danbury CT 06810 475523212 Investments CT 501(c)(3) Type I NA false New Milford MRI LLC 100 Reserve Road Danbury CT 06810 271877801 INACTIVE CT NA N/A false false Norwalk Surgery Center LLC 40 CROSS STREET STE 120 NORWALK CT 06851 272394942 SURGERY CENTER CT NA N/A false false Nuvance Health Insurance Company Ltd PO BOX 1159 GRAND CAYMAN CJ KY11102 980438151 MALPRACTICE CJ NUVANCE HEALTH C Corporation false SWC Corporation 24 STEVENS STREET NORWALK CT 06850 222577718 PHARMACY CT NA C Corporation false Taconic IPA Inc 45 Reade Place Poughkeepsie NY 12601 223007320 MEDICAL CARE NY NA C Corporation false Vassar Health Quest Medical Practice of Connecticut Inc 100 RESERVE ROAD DANBURY CT 06810 821466583 MEDICAL CARE CT NA C Corporation 5642 360639 false false false true false false false false false false true false true true false false true true false true Vassar Brothers Hospital Foundation C 98536 Cost Method Nuvance Health Medical Practice PC J 79356 Cost Method Hudson Valley Cardiovascular Practice M 451290 Cost Method Nuvance Health M 6489195 Cost Method Nuvance Health Medical Practice CT Inc M 1528500 Cost Method Nuvance Health Medical Practice PC M 2240112 Cost Method Hudson Valley Cardiovascular Practice P 640325 Cost Method Nuvance Health P 1124096 Cost Method Vassar Brothers Hospital Foundation P 95443 Cost Method Nuvance Health Medical Practice CT Inc Q 1530127 Cost Method Nuvance Health Medical Practice PC Q 2157462 Cost Method Vassar Health Quest Medical Practice of Connecticut Inc S 14111478 Cost Method Danbury Hospital L 93076 Cost Method Danbury Hospital Q 93076 Cost Method Health Quest Systems Inc M 954980 Cost Method Health Quest Systems Inc Q 4814376 Cost Method Vassar Brothers Medical Center P 99009 Cost Method Vassar Brothers Medical Center S 99009 Cost Method Western Connecticut Health Network Inc P 17043634 Cost Method