LAWRENCE AND MEMORIAL CORPORATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE AND MEMORIAL CORPORATION (EIN 22-2553028)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201722269349301467
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T10:57:00-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222553028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE MEMORIAL CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 2036886088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 MONTAUK AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SETH VAN ESSENDELFT | PersonNm |
| Person Title | SR VP FINANCE | PersonTitleTxt |
| Phone | 2036886088 | PhoneNum |
| Signature | 2017-08-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP E GROFF | PreparerPersonNm |
| PTIN | P01247783 | PTIN |
| Phone | 2672561756 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SETH VAN ESSENDELFT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 MONTAUK AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,803,951 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LMHOSPITAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | UPHOLDS, PROMOTES, AND FURTHERS THE WELFARE, PROGRAMS, AND ACTIVITIES OF ITS RELATED ENTITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,964,959 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,117,585 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,175,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $456,008 | CYInvestmentIncomeAmt |
| PY Other Revenue | $106,912 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,476 | CYOtherRevenueAmt |
| PY Total Revenue | $7,246,940 | PYTotalRevenueAmt |
| CY Total Revenue | $2,564,117 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,015,386 | PYOtherExpensesAmt |
| CY Other Expenses | $1,279,473 | CYOtherExpensesAmt |
| PY Total Expenses | $2,015,386 | PYTotalExpensesAmt |
| CY Total Expenses | $1,279,473 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,231,554 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,284,644 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,797,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,501,772 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,030,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,984,948 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,766,800 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,516,824 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LAWRENCE & MEMORIAL CORPORATION UPHOLDS, PROMOTES, AND FUTHERS THE WELFARE, PROGRAMS, AND ACTIVITIES OF LAWRENCE & MEMORIAL HOSPITAL, LMW HEALTHCARE (WESTERLY HOSPITAL), AND L&M PHYSICIAN ASSOCIATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,021,107 | ExpenseAmt |
| Desc | LAWRENCE + MEMORIAL CORPORATION UPHOLDS, PROMOTES, AND FURTHERS THE WELFARE, PROGRAMS, AND ACTIVITIES OF LAWRENCE + MEMORIAL HOSPITAL, INC., LMW HEALTHCARE, INC., AND L&M PHYSICIAN ASSOCIATION, LAWRENCE + MEMORIAL CORPORATION ALSO PROVIDES OVERALL DIRECTION AND CONTROL TO LAWRENCE AND MEMORIAL FOUNDATION, INC., L & M SYSTEMS, INC., L&M INDEMNITY COMPANY, LTD., AND TO L & M HEALTH CARE, INC. ITS PRINCIPAL ACTIVITIES INCLUDE SUPERVISING THE DEVELOPMENT AND INVESTMENT ACTIVITIES OF THESE ENTITIES. THROUGH AN AFFILIATION TRANSACTION THAT CLOSED ON SEPTEMBER 8, 2017, LAWRENCE + MEMORIAL CORPORATION AND ITS AFFILIATED ENTITIES BECAME MEMBERS OF THE YALE NEW HAVEN HEALTH SYSTEM. | Desc |
| Total Program Service Expenses | $1,021,107 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENIS DONEGAN | PersonNm |
| Phone | 2036886088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| R ALAN HUNTER | ||||||||
| CHAIRMAN/TRUSTEE | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN STEAMER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE D CUMMINGS | ||||||||
| PRESIDENT/CEO/TRUSTEE | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $639,099 | $50,765 | |
| KATHLEEN CROOK | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER R JALBERT MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON T KODAMA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA KONICKI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| R PRESTON LAMBERTON-END 1215 | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $188,067 | $28,326 | ||
| ROBERT NARDONE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSS J SANFILIPPO DMD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN M GREENE | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV CATHERINE ZALL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| B MICHAEL RAUH | ||||||||
| TREASURER/SECRETARY/TRUSTEE | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN HOLT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON C GAUDIO MD - EFF 2116 | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $615,938 | $70,551 | ||
| CHRISTOPHER O'CONNOR | ||||||||
| TRUSTEE - EFF 9/26/16 | 1.00 | 39.00 | Yes (X) | $0 | $1,210,574 | $388,215 | ||
| FRED CONTI - END 123115 | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN ANDERSON | ||||||||
| ASSISTANT SECRETARY | 1.00 | 39.00 | Yes (X) | $0 | $285,844 | $74,161 | ||
| SETH VAN ESSENDELFT-EFF 10115 | ||||||||
| VP/CFO | 1.00 | 39.00 | Yes (X) | $0 | $374,982 | $48,016 | ||
| HENRY AMDUR MD - END 121212 | ||||||||
| EX-EFFICIO | 0.00 | 0.00 | $0 | $302,897 | $51,545 | Yes (X) | ||
| DAVID REISFELDMD -END 121212 | ||||||||
| EX-EFFICIO | 0.00 | 0.00 | $0 | $317,862 | $63,398 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,935,263 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $774,977 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE CHARTIS GROUP | |||||
| DEPARTMENT 5925 | CAROL STREAM | IL | 601225925 | CONSULTING | $718,735 |
| SHIPMAN & GOODWIN LLP | |||||
| ONE AMERICAN ROW | HARTFORD | CT | 061032819 | LEGAL SERVICES | $414,769 |
| NIXON PEABODY LLP | |||||
| 100 SUMMER ST | BOSTON | MA | 021102131 | LEGAL SERVICES | $402,630 |
| GLOBAL STRATEGY GROUP LLC | |||||
| 215 PARK AVE SOUTH 15TH FL | NEW YORK | NY | 10003 | CONSULTING | $122,754 |
| DELOITTE | |||||
| 1633 BROADWAY | NEW YORK | NY | 100196754 | CONSULTING | $106,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $128,142 | FundraisingAmt |
| All Other Contributions | $1,989,443 | AllOtherContributionsAmt |
| Noncash Contributions | $24,334 | NoncashContributionsAmt |
| Total Contributions | $2,117,585 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $424,780 | TotalRevenueColumnAmt |
| Exclusion | $424,780 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $202,306 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $171,078 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,228 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,228 | TotalRevenueColumnAmt |
| Exclusion | $31,228 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $59,280 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $128,142 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,756 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,476 | TotalRevenueColumnAmt |
| Exclusion | -$9,476 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,564,117 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $446,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,317 | TotalAmt |
| Program Services | $390,053 | ProgramServicesAmt |
| Management And General | $134,264 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,321 | TotalAmt |
| Management And General | $16,321 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,123 | TotalAmt |
| Program Services | $106,123 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,068 | TotalAmt |
| Program Services | $161,482 | ProgramServicesAmt |
| Management And General | $55,586 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,866 | TotalAmt |
| Program Services | $16,152 | ProgramServicesAmt |
| Management And General | $1,714 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,692 | TotalAmt |
| Program Services | $45,894 | ProgramServicesAmt |
| Management And General | $15,798 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASED SERVICES | $216,591 | $216,591 | $0 |
| SUPPLIES | $112,516 | $83,703 | $28,813 |
| BANK/CREDIT CARD FEES | $5,519 | $0 | $5,519 |
| MISCELLANEOUS | $1,460 | $1,109 | $351 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,473 | TotalAmt |
| Program Services | $1,021,107 | ProgramServicesAmt |
| Management And General | $258,366 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,593 | BOYAmt |
| EOY | $265,920 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,141,117 | BOYAmt |
| EOY | $1,818,782 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $23,690 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,803 | BOYAmt |
| EOY | $24,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,347,645 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $228,068 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,181,269 | BOYAmt |
| EOY | $12,119,577 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,938,455 | BOYAmt |
| EOY | $35,967,856 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,281,447 | BOYAmt |
| EOY | $19,281,447 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,797,684 | BOYAmt |
| EOY | $69,501,772 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $49,339 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,884 | BOYAmt |
| EOY | $1,935,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,884 | BOYAmt |
| EOY | $1,984,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,657,520 | BOYAmt |
| EOY | $67,297,321 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,280 | BOYAmt |
| EOY | $219,503 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,766,800 | BOYAmt |
| EOY | $67,516,824 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,797,684 | BOYAmt |
| EOY | $69,501,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,284,644 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,275,789 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $189,589 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| LAWRENCE MEMORIAL HOSPITAL | ||||
| 060646704 | 3 | Yes (1) | $0 | $0 |
| LMW HEALTHCARE INC | ||||
| 460543230 | 3 | Yes (1) | $0 | $0 |
| L&M PHYSICIAN ASSOCIATION INC | ||||
| 271094375 | 9 | Yes (1) | $0 | $0 |
| VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC | ||||
| 060646616 | 9 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1 | PRIOR TO SEPTEMBER 8, 2016, THE MEMBERS OF LAWRENCE + MEMORIAL CORPORATION WERE SPECIFICALLY NAMED. ON SEPTEMBER 8, 2016, THE AFFILIATION DATE, THE PARENT CHANGED TO YALE NEW HAVEN HEALTH SERVICES CORPORATION. LAWRENCE + MEMORIAL CORPORATION HAS CONTINUED THE HISTORIC RELATIONSHIP WITH ITS MEMBERS AS IT WAS PRE-AFFILIATION. |
| PART IV, SECTION B, LINE 1 | LAWRENCE + MEMORIAL HOSPITAL, WESTERLY HOSPITAL, VISITING NURSES ASSOCIATION OF SOUTHEASTERN CONNECTICUT, AND LAWRENCE AND MEMORIAL PHYSICIANS ASSOCIATION ARE THE SUPPORTED ORGANIZATIONS OF LAWRENCE + MEMORIAL CORPORATION. BY VIRTUE OF THE TITLE OF EX-EFFICIOS LAWRENCE + MEMORIAL HOSPITAL, WESTERLY HOSPITAL, AND VISITING NURSES ASSOCIATION OF SOUTHEASTERN CONNECTICUT SHALL AUTOMATICALLY SERVE ON THE BOARD OF LAWRENCE + MEMORIAL CORPORATION. THESE POSITIONS IN PART, ARTICULATE THE LOCAL DIMENSIONS OF LAWRENCE + MEMORIAL CORPORATION'S MISSION, VISION, VALUES AND STRATEGY. AMONG OTHER FUNCTIONS, HAVE OVERSIGHT OF THE OVERALL STRATEGIC DECISION MAKING PROCESS OF OPERATIONS AND FINANCIAL OUTCOMES OF LAWRENCE + MEMORIAL CORPORATION. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,387,752 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $298,487 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,859 | OtherExpendituresAmt |
| Administrative Expenses | $9,559 | AdministrativeExpensesAmt |
| End Year Balance | $3,690,538 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,565,741 | BeginningYearBalanceAmt |
| Contributions | $25,159 | ContributionsAmt |
| Investment Earnings Or Losses | -$194,063 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,085 | AdministrativeExpensesAmt |
| End Year Balance | $3,387,752 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,300,081 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $264,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$8,775 | OtherExpendituresAmt |
| Administrative Expenses | $7,140 | AdministrativeExpensesAmt |
| End Year Balance | $3,565,741 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,947,028 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $387,154 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,996 | OtherExpendituresAmt |
| Administrative Expenses | $7,105 | AdministrativeExpensesAmt |
| End Year Balance | $3,300,081 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,598,925 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $385,153 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,652 | OtherExpendituresAmt |
| Administrative Expenses | $3,398 | AdministrativeExpensesAmt |
| End Year Balance | $2,947,028 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,096,790 | OtherCostOrOtherBasisAmt |
| Book Value | $11,096,790 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,146 | DepreciationAmt |
| Book Value | $4,864 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,233,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,922 | DepreciationAmt |
| Book Value | $1,017,923 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,119,577 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN SUBSIDIARIES | Desc |
| Book Value | $19,281,447 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,281,447 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO L&M HOSPITAL | Desc |
| Amt | $1,935,609 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,935,609 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS PROVIDE UNRESTRICTED FUNDS FOR LAWRENCE + MEMORIAL HOSPITAL. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,290,160 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,290,160 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,290,160 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | L+M GOLF CLASSIC AT FISHERS ISLAND | Event1Nm |
| Gross Receipts Event1 | $166,350 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $112,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $54,000 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $13,010 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $636 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $36,720 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,954 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,478 | OtherDirectExpensesEvent1Amt |
| Event2 | BENTLEY GOLF | Event2Nm |
| Gross Receipts Event2 | $21,072 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,792 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,280 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,030 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,928 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $187,422 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $128,142 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $59,280 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $13,010 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $636 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $40,750 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,882 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,478 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $68,756 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,476 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRUCE D CUMMINGS | ||||||||||||||
| PRESIDENT/CEO/TRUSTEE | $0 | $505,747 | $0 | $0 | $0 | $133,352 | $0 | $10,600 | $0 | $40,165 | $0 | $689,864 | $0 | $0 |
| R PRESTON LAMBERTON-END 1215 | ||||||||||||||
| TRUSTEE | $0 | $131,219 | $0 | $46,318 | $0 | $10,530 | $0 | $5,150 | $0 | $23,176 | $0 | $216,393 | $0 | $0 |
| JON C GAUDIO MD - EFF 2116 | ||||||||||||||
| TRUSTEE | $0 | $324,334 | $0 | $276,226 | $0 | $15,378 | $0 | $10,600 | $0 | $59,951 | $0 | $686,489 | $0 | $0 |
| CHRISTOPHER O'CONNOR | ||||||||||||||
| TRUSTEE - EFF 9/26/16 | $0 | $822,935 | $0 | $283,340 | $0 | $104,299 | $0 | $358,561 | $0 | $29,654 | $0 | $1,598,789 | $0 | $0 |
| MAUREEN ANDERSON | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $269,134 | $0 | $0 | $0 | $16,710 | $0 | $10,600 | $0 | $63,561 | $0 | $360,005 | $0 | $0 |
| SETH VAN ESSENDELFT-EFF 10115 | ||||||||||||||
| VP/CFO | $0 | $356,172 | $0 | $0 | $0 | $18,810 | $0 | $10,600 | $0 | $37,416 | $0 | $422,998 | $0 | $0 |
| HENRY AMDUR MD - END 121212 | ||||||||||||||
| EX-EFFICIO | $0 | $189,867 | $0 | $69,050 | $0 | $43,980 | $0 | $10,600 | $0 | $40,945 | $0 | $354,442 | $0 | $0 |
| DAVID REISFELDMD -END 121212 | ||||||||||||||
| EX-EFFICIO | $0 | $287,338 | $0 | $8,194 | $0 | $22,330 | $0 | $10,600 | $0 | $52,798 | $0 | $381,260 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE PRESIDENT/CEO OF LAWRENCE + MEMORIAL CORPORATION RECEIVES NO COMPENSATION FROM THE ORGANIZATION. HE IS AN EMPLOYEE AT LAWRENCE + MEMORIAL HOSPITAL, A RELATED ORGANIZATION, AND HIS COMPENSATION IS SET BY THE HOSPITAL. THE HOSPITAL, IN DETERMINING COMPENSATION RELIES UPON A COMPENSATION COMMITTEE; AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY ITS BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4B | LAWRENCE + MEMORIAL HOSPITAL, A RELATED ORGANIZATION, ESTABLISHED A SECTION 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR THE HOSPITAL'S SENIOR MANAGEMENT. AMOUNTS FOR BRUCE CUMMINGS ARE CREDITED TO THE RETIREMENT ACCOUNT IN MONTHLY INSTALLMENTS THROUGHOUT EACH PLAN YEAR, AND AMOUNTS FOR ALL OTHER MEMBERS OF SENIOR MANAGEMENT ARE CREDITED ANNUALLY. PLAN AMOUNTS ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET, INCLUDING REMAINING EMPLOYED BY THE HOSPITAL THROUGH AGE 65, AS OUTLINED IN THE PLAN AGREEMENT. SECTION 457(F) CONTRIBUTIONS ARE REPORTED ON SCHEDULE J PART II COLUMN C. SECTION 457(F) CONTRIBUTIONS FOR THE CALENDAR YEAR 2015 WERE CREDITED AS FOLLOWS TOWARDS THE PLAN: BRUCE D. CUMMINGS $86,945 THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A RELATED ORGANIZATION SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION)AND REPRESENTS 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 CHRISTOPHER O'CONNOR - 198,811 - THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) IS 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). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. BASED ON RESPONSES TO THE QUESTIONNAIRES RECEIVED BY THE ORGANIZATION AND ANNUAL CONFLICTS OF INTEREST DISCLOSURES, THE ORGANIZATION WAS ABLE TO CONFIRM THAT TWELVE (12) VOTING MEMBERS ARE INDEPENDENT. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE BYLAWS GRANT THE EXECUTIVE COMMITTEE OF THE BOARD (MADE UP OF BOARD OFFICERS) THE RIGHT TO EXERCISE THE POWER OF THE BOARD IF A TIME-SENSITIVE MATTER EXISTS THAT IS CONTRARY TO THE ORGANIZATION'S INTEREST IF NOT ADDRESSED BEFORE THE NEXT REGULAR MEETING. ALL ACTS OF THE EXECUTIVE COMMITTEE MUST BE RATIFIED BY THE BOARD AT THE NEXT REGULAR BOARD MEETING. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE ORGANIZATION'S CURRENT OFFICERS AND/OR TRUSTEES SERVE AS OFFICERS AND/OR DIRECTORS OF 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 DO NOT HAVE PERSONAL FINANCIAL INTERESTS IN THE TAXABLE AFFILIATE AND SERVE ONLY AS A FUNCTION OF THEIR ROLES WITH THE ORGANIZATION OR WITHIN THE ORGANIZATION'S CORPORATE SYSTEM. BOARD MEMBER R. ALAN HUNTER AND OFFICERS SETH VAN ESSENDELFT AND MAUREEN ANDERSON ARE ALSO MEMBERS OF LAWRENCE & MEMORIAL INDEMNITY COMPANY, LTD. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE SEPTEMBER 8, 2016, LAWRENCE + MEMORIAL CORPORATION ("LMC") AND ITS RELATED ORGANIZATIONS BECAME AFFILIATED WITH THE YALE NEW HAVEN HEALTH SYSTEM PURSUANT TO THE TERMS OF AN AFFILIATION AGREEMENT BETWEEN LMC AND YALE NEW HAVEN HEALTH SERVICES CORPORATION ("YNHHSC") DATED AS OF JULY 17, 2015 (THE "AFFILIATION AGREEMENT"). AS A RESULT OF THE CLOSING OF THE AFFILIATION TRANSACTION, YNHHSC BECAME THE SOLE MEMBER OF LMC. ADDITIONALLY, THE CERTIFICATES OF INCORPORATION AND BYLAWS OF LMC AND ITS SUBSIDIARIES LAWRENCE + MEMORIAL HOSPITAL, LMW HEALTHCARE, INC., L+M PHYSICIAN ASSOCIATION, INC. AND VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT, INC. WERE REVISED AS AGREED UPON IN THE AFFILIATION AGREEMENT TO REFLECT YNHHSC AS THE ULTIMATE CORPORATE PARENT AND DESCRIBE THE RETAINED POWERS AND OF YNHHSC CONSISTENT WITH ITS OTHER AFFILIATED ENTITIES. |
| FORM 990, PART VI, SECTION A, LINE 6 | PRIOR TO THE SEPTEMBER 8, 2016 CLOSING OF THE AFFILIATION TRANSACTION WITH YNHHSC, MEMBERS OF THE BOARD WERE ELECTED BY THE CORPORATORS OF LAWRENCE + MEMORIAL CORPORATION. EFFECTIVE AS OF SEPTEMBER 8, 2016, THE SOLE MEMBER OF LAWRENCE + MEMORIAL CORPORATION IS NOW YALE NEW HAVEN HEALTH SERVICES CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | YALE NEW HAVEN HEALTH SERVICES CORPORATION, AS SOLE MEMBER OF LAWRENCE + MEMORIAL CORPORATION, ELECTS THE BOARD OF TRUSTEES OF LAWRENCE + MEMORIAL CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS OF SEPTEMBER 8, 2016, THE ORGANIZATION'S SOLE MEMBER, YALE NEW HAVEN HEALTH SERVICES CORPORATION, HAS THE RIGHT TO ELECT THE BOARD OF TRUSTEES OF THE ORGANIZATION AND APPOINT THE PRESIDENT, AND HAS THE FOLLOWING ADDITIONAL RIGHTS (WITH APPROVAL OF THE LAWRENCE + MEMORIAL CORPORATION BOARD) : TO APPROVE OPERATING, CASH FLOW AND CAPITAL BUDGETS; TO APPROVE GRADUATE AND UNDERGRADUATE MEDICAL EDUCATION ARRANGEMENTS; TO APPROVE MAJOR NEW CLINICAL PROGRAMS AND SERVICES AND CONTINUATION OF SAME; APPROVAL OF STRATEGIC PLANS; AND ADOPTION OF SAFETY AND QUALITY ASSESSMENT POLICIES; TO APPROVE THE MERGER, CONSOLIDATION, DISSOLUTION OR THE SALE OF ALL OR SUBSTANTIALLY ALL THE ORGANIZATION'S ASSETS; TO AMEND THE CERTIFICATE OF INCORPORATION AND BYLAWS OF THE ORGANIZATION, TO APPROVE THE EXECUTION OF LONG-TERM OR MATERIAL AGREEMENTS, AND TO AUTHORIZE THE EXECUTION OF CONTRACTS WITH AN UNRELATED THIRD PARTY FOR MANAGEMENT OF THE ASSETS OR OPERATIONS OF THE ORGANIZATION. YALE-NEW HAVEN HEALTH SERVICES CORPORATION RETAINS THE FOLLOWING AUTHORITY: ADOPTION OF BUDGETARY TARGETS, INDEBTEDNESS, MANAGEMENT AND CONTROL OF LIQUID ASSETS, AND APPOINTMENT OF THE INDEPENDENT AUDITOR. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE ORGANIZATION AND REVIEWED BY EXTERNAL TAX CONSULTANTS. A DRAFT VERSION OF THE RETURN IS PROVIDED TO MANAGEMENT FOR REVIEW. ANY NECESSARY CHANGES ARE MADE PRIOR TO THE FINAL REVIEW AND SIGNING OF THE RETURN BY THE ORGANIZATION'S INDEPENDENT TAX CONSULTANTS. THE FINAL FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | LAWRENCE + MEMORIAL CORPORATION HAS ADOPTED A CONFLICT OF INTEREST POLICY WHICH APPLIES TO IT AND ITS SUBSIDIARIES. LAWRENCE + MEMORIAL CORPORATION REQUIRES ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. QUESTIONNAIRES ARE COMPLETED ANNUALLY AND ARE REVIEWED BY LAWRENCE + MEMORIAL CORPORATION'S GENERAL COUNSEL. ANY ACTUAL OR POTENTIAL CONFLICTS DISCLOSED ARE PRESENTED TO THE BOARD. APPROPRIATE CORRECTIVE ACTIONS ARE DECIDED ON A CASE BY CASE BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE OFFICER'S COMPENSATION AND BENEFITS REPORTED IN PART VII ARE DETERMINED BY LAWRENCE + MEMORIAL HOSPITAL, INC. LAWRENCE + MEMORIAL HOSPITAL, INC.'S EXECUTIVE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE SALARIES OF ITS EXECUTIVE MANAGEMENT AND KEY EMPLOYEES. UTILIZING INDEPENDENT COMPENSATION CONSULTANTS THE EXECUTIVE COMPENSATION COMMITTEE MAKES ITS RECOMMENDATIONS. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF FORM 990, FORM 1023 (IF AVAILABLE) AND AUDITED FINANCIAL STATEMENTS ARE MAINTAINED IN THE SYSTEM TAX DEPARTMENT. OTHER CORPORATE GOVERNING DOCUMENTS ARE MAINTAINED BY THE LEGAL AND RISK SERVICES DEPARTMENT. THE CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION POLICY ARE AVAILABLE TO ALL EMPLOYEES ON THE CORPORATE INTERNAL WEBSITE. COPIES OF ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 107,228. MANAGEMENT AND GENERAL EXPENSES 36,910. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144,138. YALE AFFILIATION FEES: PROGRAM SERVICE EXPENSES 54,254. MANAGEMENT AND GENERAL EXPENSES 18,676. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,930. |
| FORM 990, PART XI, LINE 9: | TRANSFER FROM AFFILIATED ENTITIES 189,589. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREENWICH HOSPITAL | |||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 060646659 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | SEE SCHEDULE R PART VII | Yes (1) | |
| GREENWICH HEALTH CARE SERVICES INC - MERGED WITH GH ON 51216 | |||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 222593399 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11B, II | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) | |
| THE GREENWICH HOSPITAL ENDOWMENT FUND INC | |||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061526642 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11B, II | SEE SCHEDULE R PART VII | Yes (1) | |
| BRIDGEPORT HOSPITAL | |||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 060646554 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) | |
| SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC | |||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 061297708 | TITLE HOLDING | CT | 501C2 | BRIDGEPORT HOSPITAL | Yes (1) | ||
| BRIDGEPORT HOSPITAL AUXILIARY INC | |||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 066042500 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11A, I | BRIDGEPORT HOSPITAL | Yes (1) | |
| BRIDGEPORT HOSPITAL FOUNDATION INC | |||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 222908698 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 7 | BRIDGEPORT HOSPITAL | Yes (1) | |
| NORTHEAST MEDICAL GROUP INC | |||||||||||
| 99 HAWLEY LANE | STRATFORD | CT | 06614 | 061330992 | HEALTHCARE SERVICES | CT | 501C3 | LINE 9 | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) | |
| NORTHEAST MEDICAL GROUP PLLC | |||||||||||
| 99 HAWLEY LANE | STRATFORD | CT | 06614 | 352380180 | HEALTHCARE SERVICES | CT | 501C3 | LINE 11A, I | NORTHEAST MEDICAL GROUP INC | Yes (1) | |
| YALE NEW HAVEN HOSPITAL | |||||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06504 | 060646652 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | YALE NEW HAVEN HEALTH SERVICES CORP | Yes (1) | |
| YALE-NEW HAVEN CARE CONTINUUM CORP | |||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 455235566 | NURSING HOME | CT | 501C3 | LINE 3 | YALE NEW HAVEN HOSPITAL | Yes (1) | |
| PERRYRIDGE CORPORATION | |||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061207316 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11B, II | SEE SCHEDULE R PART VII | Yes (1) | |
| BRIDGEPORT HOSPITAL FRIENDS OF PEDIATRICS | |||||||||||
| 120 COLUMBINE DRIVE | TRUMBULL | CT | 06611 | 066048427 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11A, I | YALE NEW HAVEN HOSPITAL | Yes (1) | |
| YALE NEW HAVEN HEALTH SERVICES CORP | |||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 222529464 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11A, I | 0 | N/A | |
| LAWRENCE MEMORIAL HOSPITAL INC | |||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 060646704 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | LAWRENCE MEMORIAL CORPORATION | Yes (1) | |
| ASSOCIATED SPECIALISTS OF SOUTHEASTERN CONNECTICUT INC | |||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 208006123 | HEALTHCARE SERVICES | CT | 501C3 | LINE 11A, I | LAWRENCE MEMORIAL HOSPITAL INC | Yes (1) | |
| VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC | |||||||||||
| 403 NORTH FRONTAGE ROAD | WATERFORD | CT | 06385 | 060646616 | HOME HEALTHCARE SERVICES | CT | 501C3 | LINE 9 | LAWRENCE MEMORIAL CORPORATION | Yes (1) | |
| L&M PHYSICIAN ASSOCIATION INC | |||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 271094375 | HEALTHCARE SERVICES | CT | 501C3 | LINE 11A, I | LAWRENCE MEMORIAL CORPORATION | Yes (1) | |
| LAWRENCE AND MEMORIAL FOUNDATION INC | |||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553026 | FUNDRAISING SERVICES | CT | 501C3 | PF | LAWRENCE MEMORIAL CORPORATION | Yes (1) | |
| LMW HEALTHCARE INC DBA WESTERLY HOSPITAL | |||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 460543230 | HEALTHCARE SERVICES | RI | 501C3 | LINE 3 | LAWRENCE MEMORIAL CORPORATION | Yes (1) | |
| THE WESTERLY HOSPITAL FOUNDATION | |||||||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | 050508064 | FUNDRAISING SERVICES | RI | 501C3 | LINE 11A, I | LMW HEALTHCARE INC | Yes (1) | |
| WESTERLY HOSPITAL AUXILIARY INC | |||||||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | 222507181 | FUNDRAISING ACTIVITIES | RI | 501C3 | LINE 11C, III-FI | LMW HEALTHCARE INC | Yes (1) | |
| L&M HEALTHCARE INC | |||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553031 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11A, I | LAWRENCE MEMORIAL CORPORATION | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| SHORELINE SURGERY CENTER LLC | |||||||
| 111 GOOSE LANE | GUILFORD | CT | 06437 | 900110459 | HEALTHCARE SERVICES | CT | N/A |
| SSC II LLC | |||||||
| 111 GOOSE LANE | GUILFORD | CT | 06437 | 261709382 | HEALTHCARE SERVICES | CT | N/A |
| ORTHOPAEDIC & NEUROSURGERY CENTER LLC | |||||||
| 55 HOLLY HILL LANE | GREENWICH | CT | 06830 | 273477197 | HEALTHCARE SERVICES | CT | N/A |
| TOTAL HEALTH CONNECTICUT LLC | |||||||
| 789 HOWARD AVENUE | NEW HAVEN | CT | 06519 | 474070024 | HEALTHCARE SERVICES | CT | N/A |
| YALE NEW HAVEN HEALTH SYSTEM INVESTMENT | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | 271374301 | INVESTMENT | DE | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YNHHS-MSO INC | ||||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061467717 | MANAGEMENT SERVICES | CT | N/A | C | Yes (1) | |||||||||
| YALE-NEW HAVEN AMBULATORY SERVICES | ||||||||||||||||||
| 40 TEMPLE STREET | NEW HAVEN | CT | 06510 | 061398526 | HEALTHCARE SERVICES | CT | N/A | C | Yes (1) | |||||||||
| MEDICAL CENTER REALTY INC | ||||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061110858 | REAL ESTATE RENTAL | CT | N/A | C | Yes (1) | |||||||||
| GREENWICH FERTILITY & IVF CENTER PC | ||||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 300145464 | HEALTHCARE SERVICES | CT | N/A | C | Yes (1) | |||||||||
| YORK ENTERPRISES INC | ||||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061110937 | TITLE HOLDING | CT | N/A | C | Yes (1) | |||||||||
| YNHH-PHYSICIANS CORP | ||||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061202305 | ADMININISTRATIVE SERVICES | CT | N/A | C | Yes (1) | |||||||||
| MEDICAL CENTER PHARMACY INC | ||||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061087673 | PHARMACY | CT | N/A | C | Yes (1) | |||||||||
| CENTURY FINANCIAL SERVICES INC | ||||||||||||||||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 06473 | 061110797 | DEBT COLLECTION SERVICES | CT | N/A | C | Yes (1) | |||||||||
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC | ||||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061540101 | HEALTHCARE SERVICES | NY | N/A | C | Yes (1) | |||||||||
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY | ||||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 453833883 | HEALTHCARE SERVICES | NJ | N/A | C | Yes (1) | |||||||||
| PRIMARYNET OF CONNECTICUT INC - DISSOLVED 93016 | ||||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061463534 | HEALTHCARE SERVICES | CT | N/A | C | Yes (1) | |||||||||
| CENTURY MANAGEMENT SERVICES INC | ||||||||||||||||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 06473 | 061303173 | RECEIVABLE MANAGEMENT SERVICES | CT | N/A | C | Yes (1) | |||||||||
| L & M SYSTEMS INC | ||||||||||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553037 | HEALTHCARE RELATED SERVICES | CT | C | Yes (1) | LAWRENCE MEMORIAL CORPORATION | $1,153 | 1.00000 | |||||||
| L&M HOME CARE SERVICES INC | ||||||||||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 061389272 | HOME THERAPY | CT | C | Yes (1) | LAWRENCE MEMORIAL CORPORATION | $604,994 | 1.00000 | $3,064,065 | ||||||
| LAWRENCE & MEMORIAL INDEMNITY COMPANY LTD | ||||||||||||||||||
| 981021436 | INSURANCE | C | Yes (1) | LAWRENCE MEMORIAL CORPORATION | $7,784,074 | 1.00000 | $36,274,691 | PO BOX 1159 | GRAND CAYMAN | CJ | KY1-1102 | CJ | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| L&M HOSPITAL | ||
| R | $11,733,361 | CASH |
| L&M HOSPITAL | ||
| Q | $5,303,952 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, COLUMN F - DIRECT CONTROLLING ENTITY OF TAX EXEMPTS ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | PART II (F), DIRECT CONTROLLING ENTITY OF TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: GREENWICH HOSPITAL DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER YALE NEW HAVEN HEALTH SERVICES CORPORATION. NAME OF RELATED ORGANIZATION: PERRYRIDGE CORPORATION DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER GREENWICH HOSPTIAL. NAME OF RELATED ORGANIZATION: THE GREENWICH HOSPITAL ENDOWMENT FUND INC DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER GREENWICH HOSPTIAL. | ExplanationTxt |