YALE NEW HAVEN HEALTH SERVICES CORPORATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- YALE NEW HAVEN HEALTH SERVICES CORPORATION (EIN 22-2529464)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-11
- IRS object ID
- 201632249349300708
- Schema version
- 2014v6.0
- 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 D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T07:58:02-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | ONE FINANCIAL PLAZA 755 MAIN STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222529464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE NEW HAVEN HEALTH SERVICES CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YALE | BusinessNameControlTxt |
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT TAMMARO | PersonNm |
| Person Title | EXECUTIVE VP & CFO | PersonTitleTxt |
| Phone | 2036886088 | PhoneNum |
| Signature | 2016-08-05 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY-EVELYN ANTONETTI | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 8602976085 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARNA BORGSTROM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $471,176,432 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YNHHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2321 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $2,894,301 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $134,576 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $395,737,998 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $432,503,091 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$29,912 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,199 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,214,660 | PYOtherRevenueAmt |
| CY Other Revenue | $17,317,278 | CYOtherRevenueAmt |
| PY Total Revenue | $410,922,746 | PYTotalRevenueAmt |
| CY Total Revenue | $449,852,568 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $200,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $308,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $194,214,752 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $238,244,115 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $195,894,742 | PYOtherExpensesAmt |
| CY Other Expenses | $191,700,930 | CYOtherExpensesAmt |
| PY Total Expenses | $390,309,894 | PYTotalExpensesAmt |
| CY Total Expenses | $430,253,545 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,612,852 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,599,023 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,363,045,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,306,178,203 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,213,053,903 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,150,284,622 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $149,991,957 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $155,893,581 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $338,495,072 | ExpenseAmt |
| Grant | $308,500 | GrantAmt |
| Revenue | $446,953,800 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $338,495,072 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 240 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2321 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH TANDLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036889642 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARNA BORGSTROM | |||||||||
| PRESIDENT & CEO | 16.00 | 24.00 | Yes (X) | Yes (X) | $1,120,679 | $1,681,019 | $777,674 | ||
| VINCENT CALARCO | |||||||||
| SECRETARY & TRUSTEE | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CRESPO | |||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY FARRELL | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS KETCHUM | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LAHEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN LENDER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA MCNAMARA | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NEWMAN MARSILIUS III-EFF 1014 | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA MILLER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL MOSLEY - THRU 22315 | |||||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN POLAK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MEREDITH REUBEN | |||||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SALOVEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLIOT SUSSMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES TORGERSON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN TOWSEND III | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLTON HIGHSMITH - EFF 10114 | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN ALLEGRETTO | |||||||||
| VP | 2.00 | 38.00 | Yes (X) | $21,096 | $564,918 | $198,914 | |||
| WILLIAM ASELTYNE | |||||||||
| SR. VP | 8.00 | 32.00 | Yes (X) | $169,883 | $735,678 | $273,286 | |||
| DANIEL BARCHI | |||||||||
| SR. VP | 4.00 | 36.00 | Yes (X) | $98,289 | $884,604 | $269,556 | |||
| GAYLE CAPOZZALO | |||||||||
| EXECUTIVE VP | 20.00 | 20.00 | Yes (X) | $661,964 | $661,964 | $37,934 | |||
| EUGENE COLUCCI | |||||||||
| VP | 8.00 | 32.00 | Yes (X) | $130,110 | $520,442 | $208,413 | |||
| FRANK CORVINO - THRU 123114 | |||||||||
| EXECUTIVE VP | 10.00 | 30.00 | Yes (X) | $287,832 | $1,151,329 | $61,252 | |||
| RICHARD D'AQUILA | |||||||||
| EXECUTIVE VP | 8.00 | 32.00 | Yes (X) | $368,025 | $1,472,100 | $476,912 | |||
| MICHAEL DIMENSTEIN | |||||||||
| VP | 3.00 | 37.00 | Yes (X) | $37,666 | $433,163 | $156,294 | |||
| WILLIAM GEDGE | |||||||||
| SR. VP | 28.00 | 12.00 | Yes (X) | $608,841 | $260,933 | $267,583 | |||
| WILLIAM JENNINGS | |||||||||
| EXECUTIVE VP | 8.00 | 32.00 | Yes (X) | $245,767 | $983,068 | $320,176 | |||
| ALAN KLIGER | |||||||||
| SR. VP | 1.00 | 39.00 | Yes (X) | $0 | $769,460 | $104,352 | |||
| NANCY LEVITT-ROSENTHAL | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $0 | $425,164 | $150,143 | |||
| PATRICK MCCABE | |||||||||
| SR. VP | 16.00 | 24.00 | Yes (X) | $292,145 | $438,216 | $248,759 | |||
| KEVIN MYATT | |||||||||
| SR. VP | 16.00 | 24.00 | Yes (X) | $338,728 | $508,092 | $271,915 | |||
| JAMES MORRIS | |||||||||
| VP | 2.00 | 38.00 | Yes (X) | $15,543 | $404,529 | $144,359 | |||
| ROBERT NORDGRENMD-THRU 32715 | |||||||||
| SR. VP | 6.00 | 34.00 | Yes (X) | $102,954 | $583,407 | $193,458 | |||
| CHRISTOPHER O'CONNOR | |||||||||
| EXECUTIVE VP & COO | 30.00 | 10.00 | Yes (X) | $898,383 | $299,461 | $379,456 | |||
| VINCENT PETRINI | |||||||||
| SR. VP | 1.00 | 39.00 | Yes (X) | $0 | $625,458 | $213,665 | |||
| CAROLYN SALSGIVER | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $0 | $402,470 | $151,431 | |||
| JOHN SKELLY | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $0 | $593,406 | $202,506 | |||
| JAMES STATEN | |||||||||
| EXECUTIVE VP | 16.00 | 24.00 | Yes (X) | $570,781 | $856,171 | $418,378 | |||
| VINCENT TAMMARO | |||||||||
| SR. VP | 4.00 | 36.00 | Yes (X) | $70,238 | $632,145 | $221,524 | |||
| MELISSA TURNER | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $0 | $413,038 | $140,548 | |||
| DAVID WURCEL | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $0 | $2,812,792 | $99,033 | |||
| NORMAN ROTH | |||||||||
| EXECUTIVE VP | 1.00 | 39.00 | Yes (X) | $0 | $3,641,486 | $94,724 | |||
| JOSEPH BISSON | |||||||||
| VP | 40.00 | 0.00 | $514,213 | $0 | $84,544 | Yes (X) | |||
| STEPHEN CARBERY | |||||||||
| VP | 40.00 | 0.00 | $435,008 | $0 | $80,479 | Yes (X) | |||
| LISA STUMP | |||||||||
| VP | 40.00 | 0.00 | $421,765 | $0 | $59,820 | Yes (X) | |||
| RICHARD STAHL | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $677,306 | $0 | $88,951 | Yes (X) | |||
| MICHAEL WERDMANN MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $435,182 | $0 | $63,257 | Yes (X) | |||
| MARK ANDERSEN -RET 93010 | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $83,767 | $0 | $0 | Yes (X) | |||
| QUINTON FRIESEN - RET 91212 | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $278,684 | $0 | $0 | Yes (X) | |||
| ROBERT TREFRY- RET 93010 | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $216,182 | $0 | $0 | Yes (X) | |||
| JOSEPH JANELL - RET 1312 | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $33,365 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,134,396 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $22,754,513 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,459,296 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 540 | 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 |
|---|---|---|---|---|---|
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | CONSULTING | $14,282,190 |
| MASON INC | |||||
| 23 AMITY ROAD | BETHANY | CT | 06524 | CONSULTING | $7,327,320 |
| EBS MASTER LLC | |||||
| 3055 LEBANON PIKE STE 1000 | NASHVILLE | TN | 372142239 | CONSULTING | $2,840,995 |
| DELOITTE & TOUCHE LLP | |||||
| PO BOX 12001 | DALLAS | TX | 75312 | CONSULTING | $2,512,849 |
| TOWERS WATSON DELAWARE INC | |||||
| 901 NORTH GLEBE ROAD SUITE 600 | ARLINGTON | VA | 22203 | CONSULTING | $2,512,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 131 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT SERVICES | 900099 | $306,436,925 | $306,019,495 | $417,430 |
| SYSTEM SUPPORT SERVICES | 900099 | $42,464,079 | $42,387,735 | $76,344 |
| INSURANCE PREMIUMS | 900099 | $35,500,401 | $35,500,401 | |
| MANAGEMENT SERVICES-EPIC | 621990 | $35,401,431 | $35,401,431 | |
| EMERGENCY PREPAREDNESS PROGRAM | 900099 | $12,469,305 | $12,469,305 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $230,950 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $432,503,091 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,615 | TotalRevenueColumnAmt |
| Exclusion | $54,615 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,301,448 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,323,864 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$22,416 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,416 | TotalRevenueColumnAmt |
| Exclusion | -$22,416 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PHYSICIAN INTEGRATION REVENUE | 900099 | $12,652,673 | $12,652,673 | |
| CORPORATE CONTRACTING | 621990 | $2,400,527 | $2,400,527 | |
| OTHER INCOME | 900099 | $2,264,078 | $2,264,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,317,278 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $449,852,568 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $446,926,068 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,894,301 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,500 | TotalAmt |
| Program Services | $308,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,617,721 | TotalAmt |
| Management And General | $7,617,721 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,333,065 | TotalAmt |
| Program Services | $145,580,870 | ProgramServicesAmt |
| Management And General | $32,752,195 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,851,452 | TotalAmt |
| Program Services | $6,929,802 | ProgramServicesAmt |
| Management And General | $1,921,650 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,064,048 | TotalAmt |
| Program Services | $24,320,043 | ProgramServicesAmt |
| Management And General | $6,744,005 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,377,829 | TotalAmt |
| Program Services | $9,690,602 | ProgramServicesAmt |
| Management And General | $2,687,227 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,798,101 | TotalAmt |
| Management And General | $6,798,101 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,896 | TotalAmt |
| Management And General | $183,896 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,412,895 | TotalAmt |
| Program Services | $39,468,255 | ProgramServicesAmt |
| Management And General | $10,944,640 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,632,840 | TotalAmt |
| Program Services | $2,198,569 | ProgramServicesAmt |
| Management And General | $434,271 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,108,065 | TotalAmt |
| Program Services | $29,051,904 | ProgramServicesAmt |
| Management And General | $8,056,161 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,424,422 | TotalAmt |
| Program Services | $1,898,080 | ProgramServicesAmt |
| Management And General | $526,342 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,877,408 | TotalAmt |
| Program Services | $41,397,723 | ProgramServicesAmt |
| Management And General | $11,479,685 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,132,936 | TotalAmt |
| Program Services | $32,132,936 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELEPHONE & DATA COMMUN | $5,545,325 | $4,341,435 | $1,203,890 |
| DUES, FEES & MEMBERSHIP | $1,365,606 | $1,069,133 | $296,473 |
| COMMUNITY ACTIVITY/OTHE | $156,287 | $57,781 | $98,506 |
| BOOKS & SUBSCRIPTIONS | $63,149 | $49,439 | $13,710 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,253,545 | TotalAmt |
| Program Services | $338,495,072 | ProgramServicesAmt |
| Management And General | $91,758,473 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,239,630 | BOYAmt |
| EOY | $25,319,141 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,539,739 | BOYAmt |
| EOY | $948,323,682 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,539,360 | BOYAmt |
| EOY | $37,266,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $324,020,677 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $188,675,022 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,402,143 | BOYAmt |
| EOY | $135,345,655 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,119,479 | BOYAmt |
| EOY | $9,740,825 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,155,404 | BOYAmt |
| EOY | $98,131,949 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,050,105 | BOYAmt |
| EOY | $52,050,105 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,045,860 | BOYAmt |
| EOY | $1,306,178,203 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,237,716 | BOYAmt |
| EOY | $77,717,706 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,851,856 | BOYAmt |
| EOY | $129,406,928 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,198,103 | BOYAmt |
| EOY | $832,360,451 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,766,228 | BOYAmt |
| EOY | $110,799,537 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,053,903 | BOYAmt |
| EOY | $1,150,284,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,991,957 | BOYAmt |
| EOY | $155,893,581 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,991,957 | BOYAmt |
| EOY | $155,893,581 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,045,860 | BOYAmt |
| EOY | $1,306,178,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,599,023 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$44,726 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$13,652,673 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| YALE-NEW HAVEN HOSPITALINC | ||||
| 060646652 | 3 | Yes (1) | $0 | $0 |
| BRIDGEPORT HOSPITAL | ||||
| 060646554 | 3 | Yes (1) | $0 | $0 |
| GREENWICH HOSPITAL | ||||
| 060646659 | 3 | Yes (1) | $0 | $0 |
| NORTHEAST MEDICAL GROUP INC | ||||
| 061330992 | 9 | Yes (1) | $53,931,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $53,931,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | 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 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,117,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,086,582 | DepreciationAmt |
| Book Value | $1,031,032 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $320,256,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $187,588,440 | DepreciationAmt |
| Book Value | $132,667,784 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,646,839 | OtherCostOrOtherBasisAmt |
| Book Value | $1,646,839 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,345,655 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN MCIC-VERMONT | $86,721,209 | C |
| INVESTMENT IN YALE ENDOWMENT FUND | $196,298 | F |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $11,126,421 | F |
| ALTERNATIVE INVESTMENTS | $1,753 | F |
| INVESTMENT IN NEPC | $86,268 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $98,131,949 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PROFESSIONAL LIABILITY INSURANCE | $11,775,175 |
| ACCRUED SUPPLEMENTAL RETIREMENT | $26,342,926 |
| ACQUISITION CONTINGENT LIABILITY | $5,000,000 |
| RETRO INSURANCE CREDIT | $19,724,526 |
| INTEREST RATE SWAP | $47,956,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $110,799,537 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MOST ENTITIES WITHIN THE SYSTEM ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. PROVISIONS FOR INCOME TAXES AND DEFERRED TAXES, WHICH ARE NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS, HAVE BEEN MADE FOR THE TAXABLE ENTITIES LISTED ABOVE UNDER THE DESCRIPTION OF THE SYSTEM. THERE ARE CERTAIN TRANSACTIONS THAT COULD BE DEEMED "UNRELATED BUSINESS INCOME AND WOULD RESULT IN A TAX LIABILITY. MANAGEMENT REVIEWS TRANSACTIONS TO ESTIMATE POTENTIAL TAX LIABILITIES USING A THRESHOLD OF MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINABLE BASED ON THE MERITS OF THE POSITION. IT IS MANAGEMENT'S ESTIMATION THAT THERE ARE NO MATERIAL TAX LIABILITIES THAT NEED TO BE RECORDED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST | |||||||
| 403 JAMES STREET | NEW HAVEN | CT | 06511 | 651203744 | 501(C)(3) | $12,000 | SUPPORT MISSION |
| ANTI DEFAMATION LEAGUE | |||||||
| WHITNEY AVE | NEW HAVEN | CT | 06511 | 131818723 | 501(C)(3) | $19,000 | SPONSORSHIP |
| BEULAH HEIGHT SOCIAL INTEGRATION | |||||||
| 782 ORCHARD STREET | NEW HAVEN | CT | 06511 | 061290930 | 501(C)(3) | $6,000 | SPONSORSHIP |
| CHAPEL WEST SPECIAL SERVICES | |||||||
| 1205 CHAPEL STREET | NEW HAVEN | CT | 06511 | 061205893 | GOVERNMENT | $19,000 | SUPPORT MISSION |
| CONNECTICUT ASSOCIATION FOR THE PERFROMING ARTS | |||||||
| 55 E STATE STREET | COLUMBUS | OH | 43215 | 061625278 | 501(C)(3) | $5,100 | SUPPORT MISSION |
| CONNECTICUT PLAYERS FOUNDATION INC | |||||||
| 222 SARGENT DRIVE | NEW HAVEN | CT | 06511 | 066073063 | 501(C)(3) | $12,500 | SUPPORT MISSION |
| CT STATE MISSIONARY BAPTIST CONVENT | |||||||
| 10 CHERRY DRIVE | DANBURY | CT | 06812 | 061421410 | 501(C)(3) | $10,000 | SUPPORT MISSION |
| EAST END COMMUNITY COUNCIL | |||||||
| 1149 STRATFORD AVE | BRIDGEPORT | CT | 06607 | 061614075 | 501(C)(3) | $10,000 | SUPPORT MISSION |
| FAIR HAVEN COMMUNITY HEALTH | |||||||
| 374 GRAND AVENUE | NEW HAVEN | CT | 06513 | 060883545 | 501(C)(3) | $15,000 | SUPPORT MISSION |
| FAMILY CENTERED SERVICES OF CONNECTICUT | |||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | 060972684 | 501(C)(3) | $9,500 | SUPPORT MISSION |
| FARNAM NEIGHBORHOOD HOUSE INC | |||||||
| 162 FILMOR STRETT | NEW HAVEN | CT | 06513 | 060646633 | 501(C)(3) | $6,000 | SUPPORT MISSION |
| FIRST CALVERY BAPTISH CHURCH | |||||||
| 609 DIXWELL AVE | NEW HAVEN | CT | 06511 | 061173497 | 501(C)(3) | $15,000 | SUPPORT MISSION |
| GESELL INSTITUTE OF CHILD DEVELOPMENT INC | |||||||
| 310 PROSPECT STREET | NEW HAVEN | CT | 06511 | 060665169 | 501(C)(3) | $10,000 | SUPPORT MISSION |
| GREATER NEW HAVEN NAACP | |||||||
| 545 WHALLEY AVE | NEW HAVEN | CT | 06511 | 066099313 | 501(C)(4) | $15,000 | SPONSORSHIP |
| LIBERTY COMMUNITY SERVICES | |||||||
| 129 CHURCH STREET | NEW HAVEN | CT | 06510 | 222849124 | 501(C)(3) | $7,500 | SUPPORT MISSION |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 041564655 | 501(C)(3) | $10,000 | SUPPORT MISSION |
| NATIONAL CENTER FOR HEALTHCARE LEADERSHIP | |||||||
| 1700 W VAN BUREN NO 126B | CHICAGO | IL | 60612 | 364483505 | 501(C)(3) | $7,500 | SUPPORT MISSION |
| NEW FINANCIAL LIFE INC | |||||||
| 244 DIXWELL AVE | NEW HAVEN | CT | 06511 | 061443579 | 501(C)(3) | $10,000 | SUPPORT MISSION |
| NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS | |||||||
| 195 CHURCH STREET 12TH FLOOR | NEW HAVEN | CT | 06510 | 061444222 | 501(C)(3) | $31,500 | SPONSORSHIP |
| NEW REACH INC | |||||||
| 153 EAST STREET SUITE 200 | NEW HAVEN | CT | 06511 | 223037451 | 501(C)(3) | $11,000 | SUPPORT MISSION |
| PLANNED PARENTHOOD OF SOUTHERN CT | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06512 | 060263565 | 501(C)(3) | $12,500 | SUPPORT MISSION |
| PT BARNUM FOUNDATION | |||||||
| 1070 MAIN STREET | BRIDGEPORT | CT | 06604 | 222655681 | 501(C)(3) | $5,900 | SPONSORSHIP |
| RONALD MCDONALD HOUSE OF CONNECTICUT INC | |||||||
| 501 GEORGE STREET | NEW HAVEN | CT | 06511 | 061063758 | 501(C)(3) | $5,500 | SUPPORT MISSION |
| THE CHAIN FUND | |||||||
| 234 SHERMAN AVE C25 | MERIDEN | CT | 06450 | 522375279 | 501(C)(3) | $20,000 | SUPPORT MISSION |
| THE CONNECTICUT CENTER FOR PRIMARY CARE INC | |||||||
| 3 FARM GLEN BLVD | FARMINGTON | CT | 06032 | 030441188 | 501(C)(3) | $11,500 | SUPPORT MISSION |
| VISITING NURSE ASSOCIATION SOUTH | |||||||
| ONE LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | 060646941 | 501(C)(3) | $11,500 | SUPPORT MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NONE OF THE AMOUNTS REPORTED ON SCHEDULE I, PART II ARE GRANTS. THESE AMOUNTS ARE DONATIONS AND SPONSORSHIPS GIVEN TO ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF THEIR CHARITABLE MISSION. YALE NEW HAVEN HEALTHCARE SERVICES CORPORATION ("HSC") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)3 ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR SUPPORT THE GREATER GOOD IN THE COMMUNITIES SERVED. HSC VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO HSC. ASSISTANCE DONATED BY HSC TO THESE QUALIFYING ORGANIZATIONS IS NOT OUTCOMES-BASED AND IS GIVEN IN SUPPORT OF AN INDIVIDUAL ORGANIZATION'S FUNDRAISING EVENTS OR IN SUPPORT OF DIRECT SERVICES. HSC MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED, HOWEVER DOES NOT MONITOR SPECIFIC FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (35 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARNA BORGSTROM | ||||||||||||||
| PRESIDENT & CEO | $769,083 | $1,153,625 | $329,664 | $494,496 | $21,932 | $32,898 | $305,136 | $457,705 | $5,933 | $8,900 | $1,431,748 | $2,147,624 | $81,147 | $121,712 |
| STEPHEN ALLEGRETTO | ||||||||||||||
| VP | $14,637 | $391,958 | $4,001 | $107,132 | $2,458 | $65,828 | $6,457 | $172,906 | $704 | $18,847 | $28,257 | $756,671 | $2,185 | $52,447 |
| WILLIAM ASELTYNE | ||||||||||||||
| SR. VP | $123,387 | $534,326 | $29,168 | $126,312 | $17,328 | $75,040 | $47,100 | $203,965 | $4,169 | $18,052 | $221,152 | $957,695 | $9,939 | $43,043 |
| DANIEL BARCHI | ||||||||||||||
| SR. VP | $69,925 | $629,329 | $17,881 | $160,925 | $10,483 | $94,350 | $24,803 | $223,230 | $2,152 | $19,371 | $125,244 | $1,127,205 | $10,134 | $91,202 |
| GAYLE CAPOZZALO | ||||||||||||||
| EXECUTIVE VP | $398,248 | $398,248 | $131,462 | $131,462 | $132,254 | $132,254 | $11,550 | $11,550 | $7,417 | $7,417 | $680,931 | $680,931 | $38,133 | $38,133 |
| EUGENE COLUCCI | ||||||||||||||
| VP | $94,293 | $377,172 | $21,456 | $85,825 | $14,361 | $57,445 | $37,772 | $151,090 | $3,910 | $15,641 | $171,792 | $687,173 | $9,412 | $37,646 |
| FRANK CORVINO - THRU 123114 | ||||||||||||||
| EXECUTIVE VP | $198,423 | $793,692 | $66,341 | $265,365 | $23,068 | $92,272 | $5,582 | $22,329 | $6,668 | $26,673 | $300,082 | $1,200,331 | $0 | $0 |
| RICHARD D'AQUILA | ||||||||||||||
| EXECUTIVE VP | $248,407 | $993,627 | $85,534 | $342,138 | $34,084 | $136,335 | $90,943 | $363,770 | $4,440 | $17,759 | $463,408 | $1,853,629 | $25,640 | $102,559 |
| MICHAEL DIMENSTEIN | ||||||||||||||
| VP | $26,214 | $301,461 | $6,048 | $69,552 | $5,404 | $62,150 | $10,838 | $124,634 | $1,666 | $19,156 | $50,170 | $576,953 | $1,556 | $17,898 |
| WILLIAM GEDGE | ||||||||||||||
| SR. VP | $428,429 | $183,613 | $124,026 | $53,154 | $56,386 | $24,166 | $176,925 | $75,825 | $10,383 | $4,450 | $796,149 | $341,208 | $29,264 | $12,541 |
| WILLIAM JENNINGS | ||||||||||||||
| EXECUTIVE VP | $170,334 | $681,337 | $49,817 | $199,267 | $25,616 | $102,464 | $60,147 | $240,589 | $3,888 | $15,552 | $309,802 | $1,239,209 | $17,909 | $71,636 |
| ALAN KLIGER | ||||||||||||||
| SR. VP | $0 | $569,125 | $0 | $114,000 | $0 | $86,335 | $0 | $89,872 | $0 | $14,480 | $0 | $873,812 | $0 | $29,942 |
| NANCY LEVITT-ROSENTHAL | ||||||||||||||
| VP | $0 | $308,676 | $0 | $75,609 | $0 | $40,879 | $0 | $146,623 | $0 | $3,520 | $0 | $575,307 | $0 | $0 |
| PATRICK MCCABE | ||||||||||||||
| SR. VP | $204,775 | $307,162 | $60,480 | $90,719 | $26,890 | $40,335 | $92,412 | $138,617 | $7,092 | $10,638 | $391,649 | $587,471 | $7,237 | $10,856 |
| KEVIN MYATT | ||||||||||||||
| SR. VP | $233,512 | $350,269 | $66,994 | $100,490 | $38,222 | $57,333 | $101,882 | $152,824 | $6,884 | $10,325 | $447,494 | $671,241 | $14,104 | $21,155 |
| JAMES MORRIS | ||||||||||||||
| VP | $10,968 | $285,468 | $2,679 | $69,719 | $1,896 | $49,342 | $4,591 | $119,487 | $750 | $19,531 | $20,884 | $543,547 | $533 | $12,802 |
| ROBERT NORDGRENMD-THRU 32715 | ||||||||||||||
| SR. VP | $72,944 | $413,350 | $17,442 | $98,838 | $12,568 | $71,219 | $25,872 | $146,610 | $3,146 | $17,830 | $131,972 | $747,847 | $931 | $5,274 |
| CHRISTOPHER O'CONNOR | ||||||||||||||
| EXECUTIVE VP & COO | $621,691 | $207,230 | $202,742 | $67,581 | $73,950 | $24,650 | $268,378 | $89,459 | $16,214 | $5,405 | $1,182,975 | $394,325 | $15,725 | $5,241 |
| VINCENT PETRINI | ||||||||||||||
| SR. VP | $0 | $434,497 | $0 | $117,804 | $0 | $73,157 | $0 | $192,513 | $0 | $21,152 | $0 | $839,123 | $0 | $35,533 |
| CAROLYN SALSGIVER | ||||||||||||||
| VP | $0 | $286,275 | $0 | $68,423 | $0 | $47,772 | $0 | $132,822 | $0 | $18,609 | $0 | $553,901 | $0 | $17,335 |
| JOHN SKELLY | ||||||||||||||
| VP | $0 | $419,203 | $0 | $103,072 | $0 | $71,131 | $0 | $180,809 | $0 | $21,697 | $0 | $795,912 | $0 | $7,891 |
| JAMES STATEN | ||||||||||||||
| EXECUTIVE VP | $386,414 | $579,621 | $143,436 | $215,154 | $40,931 | $61,396 | $159,469 | $239,204 | $7,882 | $11,823 | $738,132 | $1,107,198 | $7,256 | $10,883 |
| VINCENT TAMMARO | ||||||||||||||
| SR. VP | $49,572 | $446,152 | $13,804 | $124,236 | $6,862 | $61,757 | $19,977 | $179,795 | $2,175 | $19,577 | $92,390 | $831,517 | $3,416 | $30,729 |
| MELISSA TURNER | ||||||||||||||
| VP | $0 | $288,760 | $0 | $76,610 | $0 | $47,668 | $0 | $118,180 | $0 | $22,368 | $0 | $553,586 | $0 | $0 |
| DAVID WURCEL | ||||||||||||||
| VP | $0 | $406,689 | $0 | $115,417 | $0 | $2,290,686 | $0 | $84,200 | $0 | $14,833 | $0 | $2,911,825 | $0 | $770,497 |
| NORMAN ROTH | ||||||||||||||
| EXECUTIVE VP | $0 | $518,566 | $0 | $145,961 | $0 | $2,976,959 | $0 | $79,911 | $0 | $14,813 | $0 | $3,736,210 | $0 | $1,013,056 |
| JOSEPH BISSON | ||||||||||||||
| VP | $385,584 | $0 | $87,040 | $0 | $41,589 | $0 | $66,450 | $0 | $18,094 | $0 | $598,757 | $0 | $14,998 | $0 |
| STEPHEN CARBERY | ||||||||||||||
| VP | $308,577 | $0 | $68,085 | $0 | $58,346 | $0 | $60,426 | $0 | $20,053 | $0 | $515,487 | $0 | $38,862 | $0 |
| LISA STUMP | ||||||||||||||
| VP | $299,774 | $0 | $74,112 | $0 | $47,879 | $0 | $57,100 | $0 | $2,720 | $0 | $481,585 | $0 | $0 | $0 |
| RICHARD STAHL | ||||||||||||||
| PHYSICIAN | $483,217 | $0 | $109,232 | $0 | $84,857 | $0 | $85,076 | $0 | $3,875 | $0 | $766,257 | $0 | $32,513 | $0 |
| MICHAEL WERDMANN MD | ||||||||||||||
| PHYSICIAN | $363,359 | $0 | $37,032 | $0 | $34,791 | $0 | $27,338 | $0 | $35,919 | $0 | $498,439 | $0 | $0 | $0 |
| MARK ANDERSEN -RET 93010 | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $83,767 | $0 | $0 | $0 | $0 | $0 | $83,767 | $0 | $83,767 | $0 |
| QUINTON FRIESEN - RET 91212 | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $278,684 | $0 | $0 | $0 | $0 | $0 | $278,684 | $0 | $278,684 | $0 |
| ROBERT TREFRY- RET 93010 | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $216,182 | $0 | $0 | $0 | $0 | $0 | $216,182 | $0 | $216,182 | $0 |
| JOSEPH JANELL - RET 1312 | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $33,365 | $0 | $0 | $0 | $0 | $0 | $33,365 | $0 | $33,365 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION)AND 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 MARNA P. BORGSTROM - $469,952 - RICHARD D'AQUILA - 286,713 - JAMES M. STATEN - 241,123 - CHRISTOPHER O'CONNOR - 198,387 - WILLIAM A.JENNINGS - 182,736 - DANIEL BARCHI - 146,210 - WILLIAM S.GEDGE - 143,650 - WILLIAM J.ASELTYNE - 139,643 - KEVIN A.MYATT - 136,706 - PATRICK MCCABE - 124,768 - ROBERT NORDGREN - 109,495 - VINCENT TAMMARO - 106,622 - EUGENE J.COLUCCI - 103,662 - JOHN SKELLY - 102,215 - VINCENT PETRINI - 101,963 - STEPHEN ALLEGRETTO - 100,452 - NANCY LEVITT-ROSENTHAL - 78,423 - MICHAEL DIMENSTEIN - 76,472 - MELISSA TURNER - 70,493 - CAROLYN SALSGIVER - 67,220 - JAMES B.MORRIS - 67,094 - THE INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) ARE AMOUNTS VESTED DURING THE 2014 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2014 CALENDAR YEAR FORM W-2. SEVERANCE NONQUALIFIED EQUITY-BASED PETER HERBERT - $ 186,155 - GAYLE CAPOZZALO - $ 171,863 - NORMAN ROTH - $2,901,058 - FOUR FORMER OFFICERS, ROBERT TREFRY, MARK ANDERSEN, JOSEPH JANNEL AND QUINTON FRIESEN RECEIVED PAYMENTS FROM THE NONQUALIFIED PLAN. THESE AMOUNTS ARE INCLUDED IN SECTION II, COLUMN B (III). THE FOLLOWING PAYMENTS WERE MADE DIRECTLY TO THEM FROM THE TRUST: ROBERT TREFRY $216,182 QUINTON FRIESEN $127,684 MARK ANDERSEN $ 83,767 JOSEPH JANELL $ 33,365 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). |
| PART I, LINE 7 | THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHEFA - SERIES A | ||||||||
| A | 060806186 | 20774YQY6 | 2014-06-23 | $102,300,000 | REFUND - J-1 | 0 | 0 | Yes (1) |
| CHEFA - SERIES B | ||||||||
| B | 060806186 | 20774YQP5 | 2014-06-23 | $168,275,000 | REFUND - M | 0 | 0 | Yes (1) |
| CHEFA - SERIES C | ||||||||
| C | 060806186 | 20774YQM2 | 2014-06-23 | $83,625,000 | REFUND - K-1,K-2 | 0 | 0 | Yes (1) |
| CHEFA - SERIES D | ||||||||
| D | 060806186 | 20774YQN0 | 2014-06-23 | $108,275,000 | REFUND - L-1,L-2 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $122,999,458 | $1,465,826 | $121,533,632 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $176,852,421 | $1,474,421 | $175,378,000 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| C | $90,442,157 | $680,898 | $89,725,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $6,390,000 | $36,261 |
| D | $109,094,865 | $771,839 | $108,279,287 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $43,739 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00030 | 0.00030 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00030 | 0.00030 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00020 | 0.00020 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00410 | 0.00410 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CHEFA - SERIES A DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2015 ISSUER NAME: CHEFA - SERIES B DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2015 ISSUER NAME: CHEFA - SERIES E DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2015 |
| PART II LINE 3 | THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART II, LINE 3 IS DUE TO EITHER INVESTMENT EARNINGS OR PREMIUM RECEIVED FROM PURCHASER. |
| PART III LINE 3B | THE ORGANIZATION HAS IN-HOUSE LEGAL STAFF WHO PROVIDE ROUTINE REVIEW OF MANAGEMENT OR SERVICE CONTRACTS OR RESEARCH AGREEMENTS RELATING TO THE FINANCED PROPERTY TO ENSURE THAT SUCH AGREEMENTS ARE COMPLIANT WITH APPLICABLE SAFE HARBORS. IN-HOUSE COUNSEL CONSULT WITH THE HOSPITAL'S OUTSIDE BOND COUNSEL AS NEEDED, INCLUDING ON NON-ROUTINE ISSUES. |
| PART III, LINE 9 & PART V | THE ORGANIZATION HAS POLICIES AND PROCEDURES IN PLACE TO ENSURE COMPLIANCE WITH FEDERAL TAX LAW, AND TO TIMELY IDENTIFY NONCOMPLIANCE. IN THE EVENT OF NON-COMPLIANCE THE ORGANIZATION WOULD INVOLVE ITS LEGAL COUNSEL TO ADVISE REGARDING APPROPRIATE REMEDIATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA - SERIES E | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20774YRV1 | CUSIPNum |
| Bond Issued | 2014-06-23 | BondIssuedDt |
| Issue Price | $80,935,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION/EQUIP | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | Yes (1) | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,225,000 | RetiredAmt |
| Total Proceeds | $92,315,918 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,157,121 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $91,158,797 | CapitalExpendituresAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | YALE-NEW HAVEN HEALTH SERVICES CORPORATION IS THE PARENT OF THE INTEGRATED HEALTHCARE DELIVERY SYSTEM KNOWN AS YALE NEW HAVEN HEALTH SYSTEM (YNHHS OR THE SYSTEM). YNHHS CURRENTLY SUPPORTS FOUR DELIVERY NETWORKS: BRIDGEPORT, GREENWICH, NEW HAVEN AND NORTHEAST MEDICAL GROUP. IT IS CONTINUING ITS EFFORTS TO HELP OFFER VALUE - NOT ONLY IN TRADITIONAL ACUTE CARE BUT ACROSS A CONTINUUM OF SERVICES, ACROSS A BROAD GEOGRAPHIC REGION WITH A FOCUS ON SAFETY, QUALITY AND OPERATIONAL EFFECTIVENESS. YNHHS CONDUCTED A SAFETY CULTURE SURVEY AMONG ALL STAFF TO IDENTIFY KEY IMPROVEMENT AREAS FOR EACH DELIVERY NETWORK. OTHER SYSTEM-WIDE INITIATIVES FOCUSED ON STANDARDIZATION IN THE MEDICATION RECONCILIATION PROCESS IN THE EMERGENCY DEPARTMENTS, AS WELL AS PHARMACY POLICIES AND PHARMACY INVENTORY MANAGEMENT. YNHHS ACHIEVED COST AND VALUE POSITIONING COST REDUCTIONS OF $40 MILLION DURING THE YEAR, DUE, IN PART, TO FOCUSED IDENTIFICATION OF NON-VALUE-ADDED COSTS OR PROCESSES AND FAST-TRACK PROJECT IMPROVEMENT TIMELINES. THIS YEAR, CLINICAL REDESIGN ADOPTED A REVISED APPROACH WITH 90-DAY PROJECT TIMELINES FOR PRIORITIZED CASES PROJECTED TO ACHIEVE SUSTAINABLE RESULTS. OF THE 13 PROJECTS LAUNCHED AND COMPLETED, 84 PERCENT DISPLAYED POSITIVE TRENDS. PROJECT RESULTS INCLUDED ELIMINATING 7,700 INPATIENT DAYS, REMOVING MORE THAN 3,600 INSTRUMENTS FROM SURGICAL TRAYS AND DECREASING THE TOTAL NUMBER OF ROUTINE LAB TESTS BY ALMOST 20 PERCENT AND ISTAT LABS BY 43 PERCENT. YNHHS CONTINUED TO DEPLOY FEATURES AND MODULES WITHIN EPIC, THE SYSTEM'S INTEGRATED ELECTRONIC HEALTH RECORD, THAT ENHANCE THE PROCESS OF DELIVERING CARE AND MEETING 2015 CMS DEADLINES. WITH THE LAUNCH OF ITS CARE EVERYWHERE DATA EXCHANGE NETWORK IN 2011, YNHHS HAS EXCHANGED OVER 140,000 PATIENT RECORDS WITH MORE THAN 500 SITES ACROSS 48 STATES. CARE EVERYWHERE, WHICH ENABLED YNHHS TO MEET MEANINGFUL USE STAGE 2 CERTIFICATION, HELPS IMPROVE CARE COORDINATION, INCREASES PATIENT SAFETY AND DECREASES UNNECESSARY TESTS. YNHHS CONTINUED TO OFFER ALL REFERRING PROVIDERS EPICCARE LINK TO EXTEND DATA SHARING AND COLLABORATION. PARTNERING WITH MDLIVE, YNHHS LAUNCHED A LIVE, ONLINE PHYSICIAN CONSULTATION SERVICE FOR NON-EMERGENT MEDICAL CONDITIONS. MORE THAN 2,700 YNHHS EMPLOYEES REGISTERED FOR THE SERVICE SINCE ITS LAUNCH IN MARCH, AND PHYSICIANS CONDUCTED OVER 300 ONLINE CONSULTATIONS. YNHHS BEGAN PARTNERING WITH EMMI SOLUTIONS ON A NEW INITIATIVE TO HELP PATIENTS BECOME MORE ENGAGED WITH THEIR CARE. EMMI OFFERS AN INTERACTIVE VOICE RESPONSE SYSTEM TO CONTACT PATIENTS WHO ARE OVERDUE ON IMPORTANT SCREENING TESTS OR CHECKUPS OR HAVE OTHER GAPS IN CARE. IT WAS PILOTED WITH THOUSANDS OF YNHHS PATIENTS OF NEMG PRIMARY CARE PROVIDERS AND THE PRIMARY CARE CENTERS REGARDING MAMMOGRAPHY, DIABETIC EYE AND FOOT CARE AND INFLUENZA VACCINATION. EMMI ENHANCES CARE AND PROVIDES EDUCATIONAL RESOURCES FOR LARGE GROUPS OF PATIENTS. AFTER ITS FIRST YEAR OF OPERATION, SKYHEALTH, THE JOINT CRITICAL-CARE HELICOPTER SERVICE BETWEEN YNHHS AND 5 NORTH SHORE-LONG ISLAND JEWISH HEALTH SYSTEM, LOGGED 150 PATIENT TRANSPORTS TO YALE-NEW HAVEN HOSPITAL, SEVERAL TO THE CONNECTICUT BURN CENTER AT BRIDGEPORT HOSPITAL, AND TRANSPORTED FIVE PATIENTS FROM GREENWICH HOSPITAL AND 16 FROM BRIDGEPORT HOSPITAL. LED BY THE SYSTEM'S PATIENT EXPERIENCE COUNCIL, A NUMBER OF INNOVATIVE, COMMONSENSE INITIATIVES WERE IMPLEMENTED DUE TO THE INGENUITY, COMPASSION AND EMPATHY OF STAFF. SIXTY-EIGHT PROJECTS WERE RECOGNIZED AT THE ANNUAL PATIENT EXPERIENCE CONFERENCE, WHERE A RECORD 1,000 EMPLOYEES FROM ACROSS THE SYSTEM SHARED BEST PRACTICES IN METHODS TO IMPROVE THE PATIENT EXPERIENCE. THE SYSTEM'S DIVERSITY AND INCLUSION COMMITTEE CONTINUED TO CREATE AN INCLUSIVE, SUPPORTIVE ENVIRONMENT FOR EMPLOYEES, PATIENTS AND FAMILIES, PHYSICIANS, VISITORS AND THE COMMUNITY. BY EFFECTIVELY LEVERAGING DIVERSITY AND INCLUSION TEAMS AT EACH DELIVERY NETWORK, THE SYSTEM ESTABLISHED THE FOUNDATION OF A CULTURE THAT ENHANCES UNDERSTANDING; ATTRACTS AND RETAINS A QUALITY WORKFORCE REFLECTIVE OF OUR PATIENTS AND COMMUNITY; AND EXPLORES DIFFERENCES TO INCREASE CREATIVITY, QUALITY, TEAMWORK AND INNOVATION. THE PATIENT AND FAMILY ADVISORY COMMITTEE, A GROUP OF EMPLOYEES, PATIENTS AND COMMUNITY MEMBERS, EXPANDED ITS ROLE DURING THE YEAR, OFFERING COUNSEL IN THE DEVELOPMENT OF OUTREACH AND CLINICAL PROGRAMS. ADDRESSING CONSUMER DEMAND FOR TRANSPARENCY IN PRICING OF HEALTHCARE SERVICES, THE SYSTEM ALSO IMPLEMENTED A DEDICATED TELEPHONE LINE FOR PATIENT PRICING INQUIRIES. THE SYSTEM HAS BEEN DEVELOPING AN INFRASTRUCTURE TO SUPPORT POPULATION HEALTH MANAGEMENT, WORKING WITH NORTHEAST MEDICAL GROUP, YALE MEDICAL GROUP AND INDEPENDENT PHYSICIANS AND PROVIDERS FROM ACROSS THE SYSTEM. THIS APPROACH TO CARE IS DESIGNED TO KEEP PATIENTS HEALTHY, HELP MANAGE CHRONIC CONDITIONS, SUPPORT PATIENTS ACROSS CARE SETTINGS AND LOWER CARE COSTS. THIS WILL SET THE STAGE FOR THE NEW MODELS OF VALUE-BASED PAYMENT WHICH PAY PROVIDERS BASED ON QUALITY OUTCOMES INSTEAD OF THE NUMBER OF SERVICES PROVIDED TO PATIENTS. YNHHS HAS BEEN WORKING WITH AN AREA NONPROFIT TO DEVELOP A CLINICALLY INTEGRATED NETWORK CALLED TOTAL HEALTH SO THAT PARTICIPATING PROVIDERS CAN SHARE BENEFITS INCLUDING ACCESS TO AN EXPANSIVE REFERRAL NETWORK FOR THEIR PATIENTS, A POPULATION HEALTH PLATFORM THAT INTEGRATES DATA FROM MULTIPLE SYSTEMS, INCLUDING DIFFERENT ELECTRONIC HEALTH RECORDS AND CLAIMS DATA THAT CONTAIN PATIENT OUTCOMES, QUALITY DATA AND FINANCIAL INFORMATION. THESE SERVICES HELP PROVIDERS WITH MONITORING PATIENT OUTCOMES, CARE COORDINATION AND REDUCING UNNECESSARY VARIATION IN CARE. |
| FORM 990, PART VI | PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE HOSPITAL 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 HOSPITAL AND ANNUAL CONFLICTS OF INTEREST DISCLOSURES, THE HOSPITAL WAS ABLE TO CONFIRM THAT 15 VOTING MEMBERS ARE INDEPENDENT. |
| FORM 990, PART VI, SECTION A, LINE 2 | PART VI, LINE 2 BUSINESS RELATIONSHIPS BETWEEN OFFICERS, TRUSTEES, OR KEY EMPLOYEES TRUSTEES JOHN L. LAHEY AND JAMES TORGERSON ARE DIRECTORS AND OFFICERS OF THE SAME BUSINESS ENTITY. 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. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE SYSTEM TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE DIRECTOR AND VP OF CORPORATE FINANCE. SUBSEQUENTLY IT IS SENT TO KPMG, LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUP ARE CLEARED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE ENTITY AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG, LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MAKES AVAILABLE A COMPLETE COPY OF THE RETURN TO THE BOARD OF TRUSTEES. A SECURE WEB PORTAL IS AVAILABLE TO BOARD MEMBERS TO ACCESS THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY (CC:R-7) AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO IMMEDIATELY REPORT MATERIAL CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT AND TAKE ANY ACTIONS THAT SHE DEEMS REQUIRED OR APPROPRIATE TO MANAGE OR RESOLVE A POTENTIAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED TO THE POTENTIAL CONFLICT AND THE POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE YNHHS STRIVES TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE EXECUTIVE COMPENSATION COMMITTEE IS AUTHORIZED UNDER THE YNHHS BYLAWS AND IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ALL CORPORATE OFFICERS, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR CORPORATE OFFICERS, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD ON AN ANNUAL BASIS. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, AND ASSURES THAT ALL OFFICER COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE EXECUTIVES IN COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE CONSISTS OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE EXECUTIVE COMPENSATION COMMITTEE IN ITS COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE, AND PROVIDED TO THE BOARD. PART VI, LINE 15B THE EXECUTIVE COMPENSATION COMMITTEE OF THE YNHHS STRIVES TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE EXECUTIVE COMPENSATION COMMITTEE IS AUTHORIZED UNDER THE YNHHS BYLAWS AND IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ALL CORPORATE OFFICERS, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR CORPORATE OFFICERS, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD ON AN ANNUAL BASIS. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, AND ASSURES THAT ALL OFFICER COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE EXECUTIVES IN COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE CONSISTS OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE EXECUTIVE COMPENSATION COMMITTEE IN ITS COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE, AND PROVIDED TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF 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 FEES: PROGRAM SERVICE EXPENSES 3,706,174. MANAGEMENT AND GENERAL EXPENSES 1,027,731. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,733,905. PERSONNEL SUPPORT/OUTSIDE CONTRACTUAL: PROGRAM SERVICE EXPENSES 34,862,457. MANAGEMENT AND GENERAL EXPENSES 9,667,441. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,529,898. TEMPORARY HELP/TRAINING/DEVELOPMENT: PROGRAM SERVICE EXPENSES 899,624. MANAGEMENT AND GENERAL EXPENSES 249,468. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,149,092. |
| FORM 990, PART XI, LINE 9: | TRANSFER TO/FROM AFFILIATES- NEMG -13,652,673. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| GREENWICH HOSPITAL | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 060646659 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | GREENWICH HEALTH CARE SERVICES INC | Yes (1) |
| GREENWICH HEALTH CARE SERVICES INC | ||||||||||
| 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 | GREENWICH HEALTH CARE SERVICES INC | 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) |
| CARITAS INSURANCE - TERMINATED 121514 | ||||||||||
| 40 MAIN STREET | BURLINGTON | VT | 05401 | 030322238 | INSURANCE | VT | 501C3 | LINE 11A, I | YALE-NEW HAVEN HOSPITAL | Yes (1) |
| PERRYRIDGE CORPORATION | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061207316 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11B, II | GREENWICH HEALTH CARE SERVICES INC | 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) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHORELINE SURGERY CENTER LLC | |||||||||||||
| 111 GOOSE LANE | GUILFORD | CT | 06437 | 900110459 | HEALTHCARE SERVICES | CT | YALE NEW HAVEN AMBULATORY SERVICE CORP | RELATED | $3,364,275 | $1,328,961 | 0 | 0 | 0.51000 |
| SSC II LLC | |||||||||||||
| 111 GOOSE LANE | GUILFORD | CT | 06437 | 261709382 | HEALTHCARE SERVICES | CT | YALE NEW HAVEN AMBULATORY SERVICE CORP | RELATED | $3,374,901 | $1,479,582 | 0 | 0 | 0.51000 |
| ORTHOPAEDIC & NEUROSURGERY CENTER LLC | |||||||||||||
| 55 HOLLY HILL LANE | GREENWICH | CT | 06830 | 273477197 | HEALTHCARE SERVICES | CT | GREENWICH AMBULATORY SERVICE CORP | RELATED | $3,092,610 | $883,041 | 0 | 0 | 0.35000 |
| TOTAL HEALTH CONNECTICUT LLC | |||||||||||||
| 789 HOWARD AVENUE | NEW HAVEN | CT | 06519 | 474070024 | HEALTHCARE SERVICES | CT | YALE-NEW HAVEN HEALTH SERVICES CORP | RELATED | 0 | 0 | 0.60000 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YNHHS-MSO INC | |||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061467717 | MANAGEMENT SERVICES | CT | N/A | C | $353,494 | $366,380 | 1.00000 | Yes (1) | |||||
| YALE-NEW HAVEN AMBULATORY SERVICES | |||||||||||||||||
| 40 TEMPLE STREET | NEW HAVEN | CT | 06510 | 061398526 | HEALTHCARE SERVICES | CT | C | $4,186,999 | $12,475,164 | 1.00000 | Yes (1) | YALE-NEW HAVEN HOSPITAL | |||||
| MEDICAL CENTER REALTY INC | |||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061110858 | REAL ESTATE RENTAL | CT | C | $2,014,758 | $3,002,352 | 1.00000 | Yes (1) | YORK ENTERPRISES INC | |||||
| GREENWICH HEALTH SERVICES INC - TERMINATED 63015 | |||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061233643 | HEALTHCARE SERVICES | CT | C | $342,228 | 1.00000 | Yes (1) | GREENWICH HEALTH CARE SERVICES CORP | ||||||
| GREENWICH FERTILITY & IVF PC | |||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 300145464 | HEALTHCARE SERVICES | CT | C | $2,349,318 | $1,855,965 | 1.00000 | Yes (1) | GREENWICH HOSPITAL | |||||
| YORK ENTERPRISES INC | |||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061110937 | TITLE HOLDING | CT | C | $140,114 | $9,651,812 | 1.00000 | Yes (1) | YALE-NEW HAVEN HOSPITAL | |||||
| YNHH-PHYSICIANS CORP | |||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061202305 | ADMININISTRATIVE SERVICES | CT | N/A | C | $100,376 | 1.00000 | Yes (1) | ||||||
| MEDICAL CENTER PHARMACY INC | |||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061087673 | PHARMACY | CT | C | $8,036,843 | $11,631,001 | 1.00000 | Yes (1) | YORK ENTERPRISES INC | |||||
| CENTURY FINANCIAL SERVICES INC | |||||||||||||||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 06473 | 061110797 | DEBT COLLECTION | CT | C | $6,999,418 | $3,326,142 | 1.00000 | Yes (1) | YORK ENTERPRISES INC | |||||
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW YORK PC | |||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061540101 | HEALTHCARE | NY | C | $287,000 | $128,394 | 1.00000 | Yes (1) | GREENWICH HEALTH SERVICES INC | |||||
| LUKAN INDEMNITY COMPANY - TERMINATED 3312015 | |||||||||||||||||
| 981072793 | INSURANCE | C | 1.00000 | Yes (1) | YALE-NEW HAVEN HOSPITAL | 58 PAR-LA-VALLIS RD | HAMILTON | BD | BD | ||||||||
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NJ PC | |||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 453833883 | HEALTHCARE | NJ | C | $265,434 | $105,379 | 1.00000 | Yes (1) | GREENWICH HEALTH SERVICES INC | |||||
| PRIMARYNET OF CT INC | |||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061463534 | HEALTHCARE | CT | C | 1.00000 | Yes (1) | CHC PHYSICIANS INC | |||||||
| CENTURY MANAGEMENT SERVICES INC | |||||||||||||||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 06473 | 061303173 | RECEIVABLE MANAGEMENT | CT | C | 1.00000 | 0 | YORK ENTERPRISES INC | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRIDGEPORT HOSPITAL | ||
| L | $58,571,666 | COMPARABLE MARKET VALUE |
| BRIDGEPORT HOSPITAL | ||
| Q | $5,555,029 | TRANSACTION REVIEW |
| YALE-NEW HAVEN HOSPITAL | ||
| K | $3,214,000 | COMPARABLE MARKET VALUE |
| YALE-NEW HAVEN HOSPITAL | ||
| L | $200,431,677 | COMPARABLE MARKET VALUE |
| NORTHEAST MEDICAL GROUP INC | ||
| L | $10,588,794 | COMPARABLE MARKET VALUE |
| NORTHEAST MEDICAL GROUP INC | ||
| R | $53,931,000 | CASH |
| YALE NEW HAVEN AMBULATORY SERVICES CORP | ||
| L | $139,170 | COMPARABLE MARKET VALUE |
| YALE NEW HAVEN CARE CONTINUUM CORP | ||
| L | $169,822 | COMPARABLE MARKET VALUE |
| GREENWICH HOSPITAL | ||
| L | $40,034,219 | COMPARABLE MARKET VALUE |
| GREENWICH HOSPITAL | ||
| Q | $5,845,314 | TRANSACTION REVIEW |
| YALE-NEW HAVEN HOSPITAL | ||
| Q | $16,056,003 | TRANSACTION REVIEW |
| CENTURY FINANCIAL SERVICES INC | ||
| L | $92,319 | COMPARABLE MARKET VALUE |
| YORK ENTERPRISES INC | ||
| L | $258,860 | COMPARABLE MARKET VALUE |
| YALE-NEW HAVEN HOSPITAL | ||
| R | $11,482,754 | CASH |
| YALE-NEW HAVEN HOSPITAL | ||
| S | $5,325,341 | CASH |