LAWRENCE AND MEMORIAL HOSPITAL INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LAWRENCE AND MEMORIAL HOSPITAL INC (EIN 06-0646704)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-13
IRS object ID
202502259349300225
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-13T08:36:55-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060646704EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE MEMORIAL HOSPITAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAWRBusinessNameControlTxt
Phone2036880580PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1365 MONTAUK AVENUEAddressLine1Txt
CityNEW LONDONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06320ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAIL KOSYLAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8604420711PhoneNum
Signature2025-08-12SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVAN W SEEKAMPPreparerPersonNm
PTINP01907071PTIN
Phone2127589700PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD LISITANOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1365 MONTAUK AVENUEAddressLine1Txt
CityNEW LONDONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06320ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$507,440,523GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LMHOSPITAL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1912FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO IMPROVE THE HEALTH OF THE REGION AND TO PROVIDE HEALTHCARE SERVICES.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee2725TotalEmployeeCnt
Total Volunteers163TotalVolunteersCnt
Total Gross UBI$11,868TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,188,266PYContributionsGrantsAmt
CY Contributions Grants$2,371,571CYContributionsGrantsAmt
PY Program Service Revenue$464,386,864PYProgramServiceRevenueAmt
CY Program Service Revenue$496,321,557CYProgramServiceRevenueAmt
PY Investment Income$1,310,565PYInvestmentIncomeAmt
CY Investment Income$848,539CYInvestmentIncomeAmt
PY Other Revenue$891,426PYOtherRevenueAmt
CY Other Revenue$1,902,534CYOtherRevenueAmt
PY Total Revenue$471,777,121PYTotalRevenueAmt
CY Total Revenue$501,444,201CYTotalRevenueAmt
PY Grants And Similar Paid$316,963PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$319,730CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$212,520,374PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$217,317,218CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$356,365CYTotalFundraisingExpenseAmt
PY Other Expenses$251,915,512PYOtherExpensesAmt
CY Other Expenses$275,643,837CYOtherExpensesAmt
PY Total Expenses$464,752,849PYTotalExpensesAmt
CY Total Expenses$493,280,785CYTotalExpensesAmt
PY Revenues Less Expenses$7,024,272PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,163,416CYRevenuesLessExpensesAmt
Total Assets BOY$425,702,458TotalAssetsBOYAmt
Total Assets EOY$426,995,625TotalAssetsEOYAmt
Total Liabilities BOY$144,667,565TotalLiabilitiesBOYAmt
Total Liabilities EOY$130,378,684TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$281,034,893NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$296,616,941NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE THE HEALTH OF THE REGION AND TO PROVIDE HEALTHCARE SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$454,861,066ExpenseAmt
Grant$319,730GrantAmt
Revenue$496,321,557RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$454,861,066TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document207IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2725EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVERNETTE D GRAYPersonNm
Phone2036889585PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM J ASELTYNE
SECR/TRUSTEE (CURRENT YR)1.0039.00Yes (X)Yes (X)$0$1,257,485$193,425
WILLIAM J ASELTYNE
SECR/TRUSTEE (VESTED DEFERRED)1.0039.00Yes (X)Yes (X)$0$235,138$0
GAIL KOSYLA
TREASURER1.0039.00Yes (X)$0$1,135,647$407,968
PATRICK L GREEN
FORMER OFFICER (CURRENT YR)0.000.00$0$616,803$219,082Yes (X)
PATRICK L GREEN
FORMER OFFICER (VESTED DEFERRED)0.000.00$0$157,810$0Yes (X)
RICHARD LISITANO
PRESIDENT/TRUSTEE35.005.00Yes (X)Yes (X)$554,857$138,715$284,504
OLIVER MAYORGA
VP/CMO35.005.00$667,025$166,756$122,210Yes (X)
CRAIG MITTLEMAN
ED MEDICAL DIRECTOR40.000.00$623,421$0$49,029Yes (X)
BENJAMIN ARMSTRONG
ED PHYSICIAN40.000.00$542,427$0$39,314Yes (X)
KERIN DACRUZ
VP/CNO TERM 2/202440.000.00$521,644$0$37,743Yes (X)
DENISE FIORE
FORMER OFFICER0.000.00$0$547,749$0Yes (X)
MICHAEL JOSEPH
ED PHYSICIAN40.000.00$504,738$0$39,314Yes (X)
PETER WILLIS
ED PHYSICIAN40.000.00$423,267$0$38,949Yes (X)
NADER BAHADORY
ED PHYSICIAN40.000.00$404,436$0$35,905Yes (X)
SHANNON CHRISTIAN
SVP/CNO EFFECTIVE 4/202440.000.00$250,905$0$28,294Yes (X)
STEPHEN ALLEGRETTO
FORMER OFFICER0.000.00$0$211,813$0Yes (X)
MAUREEN ANDERSON
FORMER OFFICER0.000.00$0$118,596$0Yes (X)
DANIEL GACCIONE
TRUSTEE1.003.00Yes (X)$0$5,250$0
F GREGORY AHERN
TRUSTEE1.003.00Yes (X)$0$0$0
TODD BLUE
TRUSTEE1.002.00Yes (X)$0$0$0
DANIEL BRANNEGAN
TRUSTEE1.002.00Yes (X)$0$0$0
NICHOLAS FORTSON
TRUSTEE1.002.00Yes (X)$0$0$0
JOHN HOLSTEIN
TRUSTEE1.003.00Yes (X)$0$0$0
KATHLEEN HOLT
VICE CHAIR/TRUSTEE1.003.00Yes (X)Yes (X)$0$0$0
JAMES MAYNARD
TRUSTEE1.002.00Yes (X)$0$0$0
MARIE PEAKMAN
TRUSTEE1.002.00Yes (X)Yes (X)$0$0$0
SHANNA REELS
TRUSTEE1.003.00Yes (X)$0$0$0
VICTORIA REYES
TRUSTEE1.002.00Yes (X)$0$0$0
ROCCO TIMPANO
TRUSTEE1.002.00Yes (X)$0$0$0
REV CATHERINE ZALL
TRUSTEE1.002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,492,720TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,591,762TotReportableCompRltdOrgAmt
Total Other Compensation$1,495,737TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K538IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VAYA WORKFORCE SOLUTIONS LLC
5930 CORNERSTONE COURT WESTSAN DIEGOCA92121STAFFING SERVICES$14,883,350
IPC HOSPITALISTS OF NEW ENGLAND PC
PO BOX 844929LOS ANGELESCA900844929HOSPITALISTS$7,726,146
UNITEX TEXTILE RENTAL INC
161 SOUTH MACQESTEN PARKWAYMOUNT VERNONNY10550LAUNDERING SERVICES$1,440,239
PAYETTE ASSOCIATES INC
290 CONGRESS STREET 5TH FLOORBOSTONMA022101005ARCHITECTURAL SERVICES$1,420,922
MASS PARK INC
185 SPRING STREETSPRINGFIELDMA01105PARKING SERVICES$1,064,404
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K42CntrctRcvdGreaterThan100KCnt
Fundraising$171,200FundraisingAmt
Government Grants$424,847GovernmentGrantsAmt
All Other Contributions$1,775,524AllOtherContributionsAmt
Noncash Contributions$27,883NoncashContributionsAmt
Total Contributions$2,371,571TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT SERVICES621400$480,431,441$480,431,441
APOTHECARY INCOME456110$14,579,998$14,579,998
OCCUPATIONAL HEALTH621400$1,104,566$1,104,566
LAB PATHOLOGY621500$205,552$173,827$31,725
FieldValueIRS element (for citing)
Total Program Service Revenue$496,321,557TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$356,681TotalRevenueColumnAmt
Exclusion$356,681ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,645,963RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,035,356RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$610,607RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$610,607TotalRevenueColumnAmt
Exclusion$610,607ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,366,876SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,875,018SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$491,858SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$491,858TotalRevenueColumnAmt
Exclusion$491,858ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$64,800FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$171,200ContriRptFundraisingEventAmt
Fundraising Direct Expenses$85,948FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$21,148TotalRevenueColumnAmt
Exclusion-$21,148ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
DINING REVENUE722514$1,205,768$1,205,768
DISCNTS,REBATES,OTHER901101$127,164$127,164
FROM PTNSHP/OTHER INVE901101-$19,857-$19,857
FieldValueIRS element (for citing)
Other Revenue Total$1,313,075OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$501,444,201TotalRevenueColumnAmt
Related Or Exempt Func Income$496,289,832RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$11,868UnrelatedBusinessRevenueAmt
Exclusion$2,770,930ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$164,095TotalAmt
Program Services$164,095ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$155,635TotalAmt
Program Services$155,635ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,493,456TotalAmt
Management And General$2,493,456ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$177,661,114TotalAmt
Program Services$164,712,617ProgramServicesAmt
Management And General$12,813,856ManagementAndGeneralAmt
Fundraising$134,641FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,185,456TotalAmt
Program Services$4,807,524ProgramServicesAmt
Management And General$374,002ManagementAndGeneralAmt
Fundraising$3,930FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,386,524TotalAmt
Program Services$17,973,574ProgramServicesAmt
Management And General$1,398,258ManagementAndGeneralAmt
Fundraising$14,692FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,590,668TotalAmt
Program Services$11,673,021ProgramServicesAmt
Management And General$908,105ManagementAndGeneralAmt
Fundraising$9,542FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,893TotalAmt
Program Services$14,735ProgramServicesAmt
Management And General$1,158ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$111,291TotalAmt
Program Services$103,180ProgramServicesAmt
Management And General$8,111ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$57,115TotalAmt
Program Services$52,952ProgramServicesAmt
Management And General$4,163ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$120,501,444TotalAmt
Program Services$111,539,469ProgramServicesAmt
Management And General$8,768,415ManagementAndGeneralAmt
Fundraising$193,560FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,245TotalAmt
Program Services$4,863ProgramServicesAmt
Management And General$382ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,033,665TotalAmt
Program Services$5,593,913ProgramServicesAmt
Management And General$439,752ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,277,722TotalAmt
Program Services$10,455,766ProgramServicesAmt
Management And General$821,956ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$220,257TotalAmt
Program Services$204,204ProgramServicesAmt
Management And General$16,053ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$25,428,001TotalAmt
Program Services$23,574,729ProgramServicesAmt
Management And General$1,853,272ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,826,757TotalAmt
Program Services$10,964,786ProgramServicesAmt
Management And General$861,971ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,954,110TotalAmt
Program Services$4,593,039ProgramServicesAmt
Management And General$361,071ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PHARMACEUTICALS$42,769,392$39,652,225$3,117,167$0
MEDICAL & SURGICAL SUPP$33,701,688$31,245,404$2,456,284$0
SYSTEM SUPPORT$17,478,788$16,204,879$1,273,909$0
DUES, SUBSCRIPTIONS & E$872,823$809,209$63,614$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$389,646TotalAmt
Program Services$361,247ProgramServicesAmt
Management And General$28,399ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$493,280,785TotalAmt
Program Services$454,861,066ProgramServicesAmt
Management And General$38,063,354ManagementAndGeneralAmt
Fundraising$356,365FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,569,565BOYAmt
EOY$4,697,183EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$343,898BOYAmt
EOY$145,132EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$68,604,705BOYAmt
EOY$92,739,914EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,813,950BOYAmt
EOY$8,379,105EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$339,362,916LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$125,889,992LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$197,173,451BOYAmt
EOY$213,472,924EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY-$16,984,110BOYAmt
EOY-$16,263,511EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$52,520,603BOYAmt
EOY$57,182,176EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,950,000BOYAmt
EOY$1,300,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$101,710,396BOYAmt
EOY$65,342,702EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$425,702,458BOYAmt
EOY$426,995,625EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,053,009BOYAmt
EOY$65,790,178EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,578,296BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$42,476,515BOYAmt
EOY$42,523,244EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,559,745BOYAmt
EOY$22,065,262EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$144,667,565BOYAmt
EOY$130,378,684EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$245,113,526BOYAmt
EOY$259,122,835EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$35,921,367BOYAmt
EOY$37,494,106EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$281,034,893BOYAmt
EOY$296,616,941EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$425,702,458BOYAmt
EOY$426,995,625EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,163,416ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,120,317NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,298,315OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Mailings Members$500MailingsMembersAmt
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$22,477DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$88,314OtherActivitiesAmt
Total Lobbying Expenditures$111,291TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE AMOUNT REPORTED IN "OTHER ACTIVITIES" REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING DURING FY 2024. ALSO, THE HEALTH SYSTEM OFFICIALS HAD MEETINGS AND CONTACTS WITH STATE GOVERNMENT OFFICIALS, INCLUDING STATE LEGISLATORS AND THEIR STAFF TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS. LAWRENCE + MEMORIAL HOSPITAL IS PART OF A CONTROLLED GROUP WITH THE FOLLOWING LOBBYING EXPENSES: YALE NEW HAVEN HOSPITAL EIN 06-0646652 $819,144 BRIDGEPORT HOSPITAL EIN 06-0646554 $189,292 GREENWICH HOSPITAL EIN 06-0646659 $119,317 NORTHEAST MEDICAL GROUP, INC. EIN 06-1330992 $30,277 LMW HEALTHCARE, INC. EIN 46-0543230 $53,800ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,675,798BeginningYearBalanceAmt
Contributions$18,000ContributionsAmt
Investment Earnings Or Losses$4,208,926InvestmentEarningsOrLossesAmt
Other Expenditures$1,309,806OtherExpendituresAmt
Administrative Expenses$46,030AdministrativeExpensesAmt
End Year Balance$31,546,888EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,253,025BeginningYearBalanceAmt
Investment Earnings Or Losses$2,789,663InvestmentEarningsOrLossesAmt
Other Expenditures$1,322,585OtherExpendituresAmt
Administrative Expenses$44,305AdministrativeExpensesAmt
End Year Balance$28,675,798EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,171,441BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,645,732InvestmentEarningsOrLossesAmt
Other Expenditures$2,215,975OtherExpendituresAmt
Administrative Expenses$56,709AdministrativeExpensesAmt
End Year Balance$27,253,025EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,457,643BeginningYearBalanceAmt
Investment Earnings Or Losses$6,382,299InvestmentEarningsOrLossesAmt
Other Expenditures$604,984OtherExpendituresAmt
Administrative Expenses$63,517AdministrativeExpensesAmt
End Year Balance$32,171,441EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,568,084BeginningYearBalanceAmt
Investment Earnings Or Losses$2,030,778InvestmentEarningsOrLossesAmt
Other Expenditures$1,141,219OtherExpendituresAmt
End Year Balance$26,457,643EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.23512PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.76488TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,637,268OtherCostOrOtherBasisAmt
Book Value$7,637,268BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$163,429,863OtherCostOrOtherBasisAmt
Depreciation$32,148,607DepreciationAmt
Book Value$131,281,256BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,760,963OtherCostOrOtherBasisAmt
Depreciation$14,554,820DepreciationAmt
Book Value$33,206,143BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$97,211,730OtherCostOrOtherBasisAmt
Depreciation$79,186,565DepreciationAmt
Book Value$18,025,165BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,323,092OtherCostOrOtherBasisAmt
Book Value$23,323,092BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$213,472,924TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ST ENDOWMENT INVESTMENTS$24,754,252C
LT ENDOWMENT INVESTMENTS$22,547,600C
INVESTMENTS HELD BY TRUSTEE$9,880,324C
FieldValueIRS element (for citing)
Total Book Value Securities$57,182,176TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
OTHER RECEIVABLES$2,989,918
DUE FROM AFFILIATES$45,426,213
RIGHT OF USE ASSETS$5,779,649
OTHER ASSETS$11,146,922
FieldValueIRS element (for citing)
Total Book Value Other Assets$65,342,702TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO THIRD PARTY AGENCIES$16,598,724
ACCRUED PENSION & POST RETIREMENT-$313,111
LEASE LIABILITY$5,779,649
FieldValueIRS element (for citing)
Total Liability$22,065,262TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNCTIONS TO SUPPORT AND PROVIDE INCOME FOR THE FURTHERANCE OF THE HEALTHCARE MISSION OF LAWRENCE + MEMORIAL HOSPITAL.
PART X, LINE 2:LAWRENCE + MEMORIAL HOSPITAL IS INCLUDED IN THE CONSOLIDATED YALE NEW HAVEN HEALTH SYSTEM AND SUBSIDIARIES AUDITED FINANCIAL STATEMENTS. FOLLOWING IS THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS: MOST ENTITIES WITHIN THE SYSTEM ARE NOT FOR PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. PROVISIONS FOR INCOME TAXES AND DEFERRED TAXES, WHERE APPLICABLE, HAVE BEEN MADE FOR THE TAXABLE ENTITIES LISTED ABOVE UNDER THE DESCRIPTION OF THE SYSTEM. THE SYSTEM EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SYSTEM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE SYSTEM RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THIS EVALUATION HAD NO IMPACT ON THE OPERATIONS OF THE SYSTEM AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FISHERS ISLAND GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$236,000GrossReceiptsEvent1Amt
Charitable Contri Event1$171,200CharitableContriEvent1Amt
Gross Revenue Event1$64,800GrossRevenueEvent1Amt
Rent Facility Costs Event1$80,352RentFacilityCostsEvent1Amt
Food And Beverage Event1$449FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$5,147OtherDirectExpensesEvent1Amt
Gross Receipts Total$236,000GrossReceiptsTotalAmt
Charitable Contributions Tot$171,200CharitableContributionsTotAmt
Gross Revenue Total Events$64,800GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$80,352RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$449FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$5,147OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$85,948DirectExpenseSummaryEventsAmt
Net Income Summary-$21,148NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other250.000000000000FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other550.000000000000DiscountedCareOtherPct
FieldValueIRS element (for citing)
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Persons Served10414PersonsServedCnt
Total Community Benefit Expns$32,136,512TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$11,014,000DirectOffsettingRevenueAmt
Net Community Benefit Expns$21,122,512NetCommunityBenefitExpnsAmt
Total Expense0.04280TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served65254PersonsServedCnt
Total Community Benefit Expns$84,590,078TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$57,493,197DirectOffsettingRevenueAmt
Net Community Benefit Expns$27,096,881NetCommunityBenefitExpnsAmt
Total Expense0.05490TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served75668PersonsServedCnt
Total Community Benefit Expns$116,726,590TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$68,507,197DirectOffsettingRevenueAmt
Net Community Benefit Expns$48,219,393NetCommunityBenefitExpnsAmt
Total Expense0.09770TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs10ActivitiesOrProgramsCnt
Persons Served3577PersonsServedCnt
Total Community Benefit Expns$1,072,302TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$424,847DirectOffsettingRevenueAmt
Net Community Benefit Expns$647,455NetCommunityBenefitExpnsAmt
Total Expense0.00130TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Persons Served599PersonsServedCnt
Total Community Benefit Expns$1,724,756TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,724,756NetCommunityBenefitExpnsAmt
Total Expense0.00350TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served2950PersonsServedCnt
Total Community Benefit Expns$11,961,048TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,440,628DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,520,420NetCommunityBenefitExpnsAmt
Total Expense0.01730TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Activities Or Programs4ActivitiesOrProgramsCnt
Persons Served660PersonsServedCnt
Total Community Benefit Expns$27,547,975TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$27,547,975NetCommunityBenefitExpnsAmt
Total Expense0.05580TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs18ActivitiesOrProgramsCnt
Persons Served7786PersonsServedCnt
Total Community Benefit Expns$42,306,081TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,865,475DirectOffsettingRevenueAmt
Net Community Benefit Expns$38,440,606NetCommunityBenefitExpnsAmt
Total Expense0.07790TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs18ActivitiesOrProgramsCnt
Persons Served83454PersonsServedCnt
Total Community Benefit Expns$159,032,671TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$72,372,672DirectOffsettingRevenueAmt
Net Community Benefit Expns$86,659,999NetCommunityBenefitExpnsAmt
Total Expense0.17560TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$4,095TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,095NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$7,000TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$7,000NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$218TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$218NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs3ActivitiesOrProgramsCnt
Total Community Benefit Expns$11,313TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$11,313NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$11,930,000BadDebtExpenseAmt
Reimbursed By Medicare$88,675,752ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$121,810,976CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$33,135,224MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost Accounting SystemYes (X)CostAccountingSystemInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

FieldValueIRS element (for citing)
Business Name Line11 NONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE MEMORIAL HOSPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1365 MONTAUK AVEAddressLine1Txt
CityNEW LONDONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06320ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.LMHOSPITAL.ORGWebsiteAddressTxt
State License0047StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
Emergency Room OtherYes (X)EmergencyRoomOtherInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE MEMORIAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART V, SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt21ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE PART V, SECTION CStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care250.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care550.000000000000FPGFamilyIncmLmtDscntCarePct
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Other CriteriaYes (X)OtherCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART V, SECTION CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART V, SECTION CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE PART V, SECTION CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
LAWRENCE + MEMORIAL HOSPITALPART V, SECTION B, LINE 5: COMMUNITY ENGAGEMENT AND FEEDBACK WERE AN INTEGRAL PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. LAWRENCE+MEMORIAL HOSPITAL AND ITS COMMUNITY PARTNERS SOUGHT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL. PUBLIC HEALTH AND HEALTH CARE PROFESSIONALS SHARED KNOWLEDGE AND EXPERTISE ABOUT HEALTH ISSUES, WHILE LEADERS AND REPRESENTATIVES OF NON-PROFIT AND COMMUNITY-BASED ORGANIZATIONS PROVIDED INSIGHT ON THE COMMUNITY SERVED BY THE HOSPITAL, INCLUDING MEDICALLY UNDERSERVED, LOW INCOME, AND MINORITY POPULATIONS.SCHEDULE H, PART V, SEC B, LINE 7A AND 10A:HTTPS://WWW.LMHOSPITAL.ORG/ABOUT/COMMUNITY-INVOLVEMENT/COMMUNITY-PARTNERSHIPS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
LAWRENCE + MEMORIAL HOSPITALPART V, SECTION B, LINE 6B: YES, THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED WITH COMMUNITY PARTNERS THAT PROVIDED GUIDANCE, EXPERTISE, AND ONGOING COLLABORATION TO FOSTER COLLECTIVE IMPACT IN IMPROVING THE HEALTH AND WELLBEING OF THE GREATER NEW LONDON COMMUNITY. THIS INCLUDED THE HEALTH IMPROVEMENT COLLABORATIVE OF SOUTHEASTERN CONNECTICUT, WHOSE MEMBER ORGANIZATIONS ARE REPRESENTATIVE OF THOSE IN THE COMMUNITY WHO SERVE UNDERSERVED, LOW-INCOME, AND HARD TO REACH POPULATIONS. THIS APPROACH TO ASSESSMENT AND PLANNING AIMS TO ENGAGE AGENCIES, ORGANIZATIONS, AND RESIDENTS IN THE AREA THROUGH PARTICIPATORY AND COLLABORATIVE APPROACHES.
LAWRENCE + MEMORIAL HOSPITALPART V, SECTION B, LINE 11: LAWRENCE+MEMORIAL HOSPITAL DEVELOPED A COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) TO GUIDE OUR EFFORTS IN RESPONDING TO OUR COMMUNITY'S NEEDS. USING RECOMMENDATIONS FROM THE PEOPLE WHO DELIVER AND USE THESE SERVICES, WE WILL FOSTER COLLABORATION TO BETTER COORDINATE OUR COMMUNITY RESOURCES. WE WILL SEEK TO BETTER CONNECT PEOPLE TO THE SERVICES THEY NEED AND REDUCE DISPARITIES IN HEALTH AND SOCIOECONOMIC MEASURES THAT STEM FROM UNDERLYING INEQUITIES IN OUR SOCIETY. WE USED THE TOP NEEDS IDENTIFIED THROUGH COMMUNITY ENGAGEMENT AS A FOUNDATION FOR OUR CHIP DEVELOPMENT TO ADDRESS THE NEEDS OF GREATEST CONCERN TO COMMUNITY MEMBERS. THESE INDIVIDUALS PROVIDED DIVERSE PERSPECTIVES ON HEALTH TRENDS, SHARED LIVED EXPERIENCES AMONG HISTORICALLY DISENFRANCHISED AND UNDERSERVED POPULATIONS, AND PROVIDED INSIGHTS INTO SERVICE DELIVERY GAPS THAT CONTRIBUTE TO HEALTH DISPARITIES AND INEQUITIES. THE COMMUNITY NEEDS ARE AFFORDABLE HEALTHCARE, BEHAVIORAL HEALTH, DRUG/ALCOHOL MISUSE, EDUCATION, FINANCIAL SECURITY, FOOD SECURITY AND HOUSING. THE CHIP PROVIDES DIRECTION FOR ADDRESSING THE HEALTH AND WELLBEING NEEDS OF THE COMMUNITY.THE CHIP WAS DEVELOPED BY A HOSPITAL TASK FORCE COMPRISED OF LEADERS FROM MULTIPLE DEPARTMENTS TO CAPTURE ALL HOSPITAL AND HEALTH SYSTEM EFFORTS THAT IMPACT THE HEALTH OF THE LOCAL COMMUNITY. CHIP GOALS REFLECT IDENTIFIED NEEDS AND WERE CONFIRMED THROUGH DISCUSSIONS WITH COMMUNITY LEADERS AND STAKEHOLDERS. OUR PRIORITY AREAS COME FROM THE TOP NEEDS IDENTIFIED BY THE CHNA AND ARE ALIGNED WITH THOSE OF OUR COLLECTIVE IMPACT PARTNERSHIP, THE HEALTH IMPROVEMENT COLLABORATIVE (HIC) OF SOUTHEASTERN CONNECTICUT: ACCESS TO CARE, BEHAVIORAL HEALTH, COMMUNITY HEALTH AND WELLBEING, AND HEALTHY LIVING. THESE PRIORITY AREAS REFLECT THE GREATEST NEEDS IN THE COMMUNITY WITH HEALTH SYSTEM AND HOSPITAL GENERATED STRATEGIES FOR ACTION AND ALIGNMENT WITH STATEWIDE EFFORTS IN THE STATE OF CONNECTICUT HEALTH IMPROVEMENT PLAN.
LAWRENCE + MEMORIAL HOSPITALPART V, SECTION B, LINE 13H: THESE PROGRAMS COVER EMERGENCY AND OTHER MEDICALLY NECESSARY CARE ONLY.
LAWRENCE + MEMORIAL HOSPITALPART V, SECTION B, LINE 16J: WEBSITE PROVIDES DIRECT EMAIL LINK TO FINANCIAL COUNSELORS.
SCHEDULE H, PART V, SECTION B, LINE 16A, 16B AND 16C:WWW.LMHOSPITAL.ORG/PATIENTS-VISITORS/PATIENTS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE.ASPX
FieldValueIRS element (for citing)
Facility6FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - LAWRENCE MEMORIAL HOSPITAL
224 GOLD STAR HIGHWAYGROTONCT06340SLEEP MEDICINE
2 - LAWRENCE MEMORIAL HOSPITAL
194 HOWARD STREETNEW LONDONCT06320MEDICAL FACILITY
3 - LAWRENCE MEMORIAL HOSPITAL
79 WAWECUS STREETNORWICHCT06360CARDIOLOGY, BLOOD DRAW
4 - LAWRENCE MEMORIAL HOSPITAL
91 VOLUNTOWN ROADSTONINGTONCT06379MEDICAL FACILITY
5 - LAWRENCE MEMORIAL HOSPITAL
412 OCEAN AVENUENEW LONDONCT06320COVID TESTING SITE
6 - LAWRENCE MEMORIAL HOSPITAL
345 MONTAUK AVENUENEW LONDONCT06320MEDICAL FACILITY

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3C:THE FINANCIAL ASSISTANCE POLICY PROVIDES THAT THE PATIENT MUST SUBMIT A FINANCIAL ASSISTANCE APPLICATION.
PART I, LINE 7:THE HOSPITAL USES A COST ACCOUNTING SYSTEM, STRATA, TO CALCULATE THE AMOUNTS PRESENTED IN PART I, LINE 7 IN CONJUNCTION WITH ESTIMATING THE COST OF FREE CARE AND CHARITY CARE, THE RATIO OF COST TO CHARGE PERCENTAGE UTILITIZING THE COMPONENTS FROM THE HOSPITAL'S FINANCIAL STATEMENTS.
PART II, COMMUNITY BUILDING ACTIVITIES:LAWRENCE+MEMORIAL HOSPITAL, ALONG WITH MANY OTHER HOSPITALS ACROSS THE COUNTRY, UTILIZES THE COMMUNITY BENEFITS INVENTORY FOR SOCIAL ACCOUNTABILITY (CBISA) DATABASE DEVELOPED BY LYON SOFTWARE TO CATALOG ITS COMMUNITY BENEFIT AND COMMUNITY BUILDING ACTIVITIES AND THE GUIDELINES DEVELOPED BY THE CATHOLIC HOSPITAL ASSOCIATION (CHA) TO CATALOG THESE BENEFITS. THESE TWO ORGANIZATIONS HAVE WORKED TOGETHER FOR OVER 30 YEARS TO PROVIDE SUPPORT TO NOT-FOR-PROFIT HOSPITALS TO DEVELOP AND SUSTAIN EFFECTIVE COMMUNITY BENEFIT PROGRAMS.THE MOST RECENT VERSION OF THE CHA GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFIT DEFINES COMMUNITY BUILDING ACTIVITIES AS ACTIVITIES THE ORGANIZATION ENGAGES IN TO PROTECT OR IMPROVE THE HEALTH AND SAFETY OF ITS RESIDENTS. THESE ACTIVITIES ARE CATEGORIZED INTO EIGHT DISTINCT AREAS INCLUDING PHYSICAL IMPROVEMENT AND HOUSING, ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, ENVIRONMENTAL IMPROVEMENTS, LEADERSHIP DEVELOPMENT AND TRAINING, COALITION BUILDING, COMMUNITY HEALTH IMPROVEMENT ADVOCACY, AND WORKFORCE DEVELOPMENT.L+M HOSPITAL ENHANCES THE LIVES OF THOSE WE SERVE BY PROVIDING ACCESS TO INTEGRATED, HIGH-VALUE, PATIENT-CENTERED CARE IN COLLABORATION WITH OTHERS WHO SHARE OUR VALUES. AS SUCH, L+M HOSPITAL IS INCREASINGLY AWARE OF HOW SOCIAL DETERMINANTS IMPACT THE HEALTH OF INDIVIDUALS AND COMMUNITIES. A PERSON'S HEALTH AND CHANCES OF BECOMING SICK AND DYING EARLY ARE GREATLY INFLUENCED BY POWERFUL SOCIAL FACTORS SUCH AS EDUCATION, INCOME, NUTRITION, HOUSING, AND NEIGHBORHOODS. DURING FISCAL YEAR 2024, L+M HOSPITAL PROVIDED $11,313 IN FINANCIAL AND IN-KIND DONATIONS IN THE AREA OF COMMUNITY BUILDING ACTIVITIES. THE HOSPITAL CONSIDERS THESE INVESTMENTS PART OF ITS OVERALL COMMITMENT OF BUILDING STRONGER NEIGHBORHOODS. LAWRENCE+MEMORIAL PROVIDES SUPPORT TO OTHER ORGANIZATIONS ADDRESSING THE ISSUE OF SOCIAL COHESION AND ECONOMIC VITALITY. IN FISCAL YEAR 2024 THIS INCLUDED SUPPORT TOWARDS THE CONSTRUCTION OF AN ALL-INCLUSIVE ADA PLAYGROUND AND SUMMER ACTIVITIES FOR UNDERSERVED CHILDREN.
PART III, LINE 2:LAWRENCE + MEMORIAL HOSPITAL ("L+M OR "L+M HOSPITAL") USES A COST REPORTING SYSTEM TO DETERMINE THE BAD DEBT EXPENSE. THE AMOUNT OF BAD DEBT EXPENSE (AT COST) REPORTED ON PART III, LINE 2 IS TAKEN DIRECTLY FROM THE AUDITED FINANCIAL STATEMENTS.DUE TO THE ADOPTION OF ASU NO. 2014-09 REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606) CHANGED HOW BAD DEBT EXPENSE IS REPORTED ON THE AUDITED FINANCIAL STATEMENTS. FOR THE PATIENTS WHO WERE DETERMINED BY THE HOSPITAL TO HAVE THE ABILITY TO PAY UNCOLLECTED AMOUNTS BUT DID NOT, THESE UNCOLLECTED AMOUNTS ARE TREATED AS IMPLICIT PRICE CONCESSIONS. BAD DEBT IS DETERMINED IF THERE WAS AN ADVERSE EVENT THAT PREVENTED A PATIENT FROM BEING ABLE TO PAY THE EXPECTED AMOUNT. THE HOSPITAL IS REPORTING, IF APPLICABLE, BOTH BAD DEBT AND IMPLICIT PRICE CONCESSIONS ON SCHEDULE H, PART III, LINE 2.
PART III, LINE 3:THE ORGANIZATION DOES NOT CURRENTLY HAVE A METHODOLOGY TO ACCURATELY QUANTIFY OR ESTIMATE THE AMOUNT OF BAD DEBT EXPENSE THAT WOULD BE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
PART III, LINE 4:LAWRENCE + MEMORIAL HOSPITAL IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR YALE NEW HAVEN HEALTH SERVICES CORPORATION (YNHHSC). THE CONSOLIDATED FINANCIAL STATEMENTS FOR YNHHSC INCLUDES THE FOLLOWING FOOTNOTE REGARDING UNCOMPENSATED CARE AND COMMUNITY BENEFIT EXPENSE ON PAGE 19:THE SYSTEM'S COMMITMENT TO COMMUNITY SERVICE IS EVIDENCED BY SERVICES PROVIDED TO THE POOR AND BENEFITS PROVIDED TO THE BROADER COMMUNITY. SERVICES PROVIDED TO THE POOR INCLUDE SERVICES PROVIDED TO PERSONS WHO CANNOT AFFORD HEALTHCARE BECAUSE OF INADEQUATE RESOURCES, AND/OR WHO ARE UNINSURED OR UNDERINSURED.THE SYSTEM PROVIDES FREE CARE PROGRAMS FOR QUALIFYING PATIENTS. IN ACCORDANCE WITH THE ESTABLISHED POLICIES OF THE SYSTEM, DURING THE REGISTRATION, BILLING, AND COLLECTION PROCESS, A PATIENT'S ELIGIBILITY FOR FREE CARE FUNDS IS DETERMINED. FOR PATIENTS WHO WERE DETERMINED BY THE SYSTEM TO HAVE THE ABILITY TO PAY BUT DID NOT, THE UNCOLLECTED AMOUNTS ARE CONSIDERED IMPLICIT PRICE CONCESSIONS. FOR PATIENTS WHO DO NOT AVAIL THEMSELVES OF ANY FREE CARE PROGRAM, AND WHOSE ABILITY TO PAY CANNOT BE DETERMINED BY THE SYSTEM, CARE GIVEN BUT NOT PAID FOR IS CLASSIFIED AS CHARITY CARE.TOGETHER, CHARITY CARE AND FREE CARE REPRESENT UNCOMPENSATED CARE. THE ESTIMATED COST OF TOTAL UNCOMPENSATED CARE IS APPROXIMATELY $94.6 MILLION AND $78.8 MILLION FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, RESPECTIVELY. THE ESTIMATED COST OF UNCOMPENSATED CARE IS BASED ON THE RATIO OF COST TO CHARGES, AS DETERMINED BY HOSPITAL SPECIFIC DATA.THE ALLOCATION BETWEEN IMPLICIT PRICE CONCESSION AND CHARITY CARE IS DETERMINED BASED ON MANAGEMENT'S ANALYSIS ON THE PREVIOUS TWELVE MONTHS OF HOSPITAL DATA. THIS ANALYSIS CALCULATES THE ACTUAL PERCENTAGE OF ACCOUNTS WRITTEN OFF OR DESIGNATED AS IMPLICIT PRICE CONCESSIONS VERSUS CHARITY CARE WHILE TAKING INTO ACCOUNT THE TOTAL COSTS INCURRED BY THE SYSTEM FOR EACH ACCOUNT ANALYZED.THE CONNECTICUT DISPROPORTIONATE SHARE HOSPITAL PROGRAM (CDSHP) WAS ESTABLISHED TO PROVIDE FUNDS TO HOSPITALS FOR THE PROVISION OF UNCOMPENSATED CARE AND IS FUNDED, IN PART, BY AN ASSESSMENT ON HOSPITAL PATIENT SERVICE REVENUE. THE SYSTEM MADE PAYMENTS INTO THE CDSHP OF $317.8 MILLION AND $317.9 MILLION FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, RESPECTIVELY, FOR THE ASSESSMENT.DURING THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, THE SYSTEM RECEIVED $198.2 MILLION IN CDSHP DISTRIBUTIONS. THESE ARE RECORDED IN PATIENT SERVICE REVENUE.ADDITIONALLY, THE SYSTEM PROVIDES BENEFITS FOR THE BROADER COMMUNITY, WHICH INCLUDES SERVICES PROVIDED TO OTHER NEEDY POPULATIONS THAT MAY NOT QUALIFY AS POOR BUT NEED SPECIAL SERVICES AND SUPPORT. BENEFITS INCLUDE THE COST OF HEALTH PROMOTION AND EDUCATION OF THE GENERAL COMMUNITY, INTERNS AND RESIDENTS, HEALTH SCREENINGS, AND MEDICAL RESEARCH. THE BENEFITS ARE PROVIDED THROUGH THE COMMUNITY HEALTH CENTERS, SOME OF WHICH SERVICE NON-ENGLISH SPEAKING RESIDENTS, DISABLED CHILDREN, AND VARIOUS COMMUNITY SUPPORT GROUPS. THE SYSTEM VOLUNTARILY ASSISTS WITH THE DIRECT FUNDING OF SEVERAL CITY OF NEW HAVEN PROGRAMS, INCLUDING AN ECONOMIC DEVELOPMENT PROGRAM AND A YOUTH INITIATIVE PROGRAM.IN ADDITION TO THE QUANTIFIABLE SERVICES DEFINED ABOVE, THE SYSTEM PROVIDES BENEFITS TO THE COMMUNITY THROUGH ITS ADVOCACY OF COMMUNITY SERVICE BY EMPLOYEES. THE SYSTEM'S EMPLOYEES SERVE NUMEROUS ORGANIZATIONS THROUGH BOARD REPRESENTATION, MEMBERSHIP IN ASSOCIATIONS AND OTHER RELATED ACTIVITIES. THE SYSTEM ALSO SOLICITS THE ASSISTANCE OF OTHER HEALTHCARE PROFESSIONALS TO PROVIDE THEIR SERVICES AT NO CHARGE THROUGH PARTICIPATION IN VARIOUS COMMUNITY SEMINARS AND TRAINING PROGRAMS.
PART III, LINE 8:THE MEDICARE SHORTFALL REPORTED IN PART III, LINE 7 WAS CALCULATED BASED ON COST REPORTING. THE COSTING METHOD WAS FROM THE MEDICARE COST REPORT'S OWN METHODOLOGY OF ALLOCATING COST BY DEPARTMENT AND DERIVING A RATIO OF COST TO CHARGES. THIS AMOUNT SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE THE RATES PAID BY MEDICARE DO NOT ACCURATELY REFLECT THE COST OF CARE PROVIDED BY LAWRENCE & MEMORIAL HOSPITAL. ACCORDINGLY, LAWRENCE + MEMORIAL HOSPITAL MUST SUBSIDIZE THE COST OF CARE PROVIDED TO MEDICARE BENEFICIARIES WITH OTHER REVENUES.
PART III, LINE 9B:IT IS THE HOSPITAL'S POLICY TO TREAT ALL PATIENTS EQUITABLY WITH RESPECT AND COMPASSION, FROM THE BEDSIDE TO THE BILLING OFFICE. THE HOSPITAL WILL PURSUE PATIENT ACCOUNTS, DIRECTLY AND THROUGH ITS COLLECTION AGENTS, FAIRLY AND CONSISTENTLY TAKING INTO CONSIDERATION DEMONSTRATED FINANCIAL NEED. AS PART OF ITS COLLECTION PROCESS, THE HOSPITAL WILL MAKE REASONABLE EFFORTS TO DETERMINE IF AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE POLICY. IN THE EVENT A PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL WILL NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTION AS DEFINED BY LAW AND HOSPITAL POLICY.
PART VI, LINE 2:COMMUNITY NEEDS ARE ROUTINELY REVIEWED AND ADDRESSED AS PART OF THE OPERATIONS AND SERVICE LINE TEAMS AT LAWRENCE+MEMORIAL HOSPITAL. THESE MULTI-DISCIPLINARY GROUPS PROVIDE ANALYSIS AND INSIGHT INTO PATIENT UTILIZATION TRENDS ACROSS OUR DELIVERY OF CARE AND ARE REVIEWED IN TANDEM WITH CARE MANAGEMENT AND PATIENT SATISFACTION RESULTS AND OTHER COMMUNITY FEEDBACK. COUPLED WITH THE RECENTLY COMPLETED COMMUNITY NEEDS ASSESSMENT, THIS INFORMATION ASSISTS WITH THE DEVELOPMENT OF NEW INITIATIVES, PARTNERSHIPS, PROGRAMS, AND SERVICES TO BENEFIT OUR COMMUNITY.
PART VI, LINE 3:LAWRENCE + MEMORIAL HOSPITAL INFORMS INDIVIDUALS ABOUT ITS FINANCIAL ASSISTANCE PROGRAMS ON ITS WEBSITE, THROUGH VISIBLE POSTINGS AND COMMUNICATIONS AT POINTS OF REGISTRATION AND FRONT LINE ACCESS. THE FINANCIAL ASSISTANCE POLICY, APPLICATION AND SUMMARY ARE AVAILABLE ONREQUEST WITHOUT CHARGE BY MAIL, INCLUDING AT THE ADMITTING DEPARTMENT. FURTHER, PATIENTS RECEIVE A SUMMARY OF FINANCIAL ASSISTANCE PROGRAMS, INCLUDING ELIGIBILITY REQUIREMENTS THROUGH A FIRST STATEMENT MAILER AS PART OF THE BILLING PROCESS. THESE COMMUNICATIONS INCLUDE TELEPHONE NUMBERS AND THE POINT OF CONTACT FOR INDIVIDUALS TO VISIT OR CALL. THEHOSPITAL HAS RESOURCES TO ASSIST PATIENTS WITH STATE OF CONNECTICUT MEDICAID APPLICATIONS.
PART VI, LINE 4:TO DEFINE COMMUNITY FOR COMMUNITY HEALTH NEEDS ASSESSMENT PURPOSES, L+M HOSPITAL USES A GEOGRAPHIC APPROACH FOCUSING ON THE 10 TOWNS ALONG THE CONNECTICUT SHORELINE BETWEEN RHODE ISLAND AND THE CONNECTICUT RIVER: EAST LYME, GROTON, LEDYARD, LYME, MONTVILLE, NEW LONDON, NORTH STONINGTON, OLD LYME, STONINGTON, AND WATERFORD. THESE COMMUNITIES ARE SERVED BY L+M HOSPITAL REPRESENTING APPROXIMATELY 50% OF TOTAL DISCHARGES AND DO NOT OVERLAP WITH CHNA AREAS IDENTIFIED BY OTHER ACUTE CARE HOSPITALS AND/OR COLLABORATIONS. UPON DEFINING THE GEOGRAPHIC AREA AND POPULATION SERVED IN GREATER NEW LONDON, L+M HOSPITAL WAS DILIGENT TO ENSURE THAT NO GROUPS, ESPECIALLY MINORITY, LOW-INCOME OR MEDICALLY UNDER-SERVED, WERE EXCLUDED.NUMEROUS FACTORS ARE ASSOCIATED WITH THE HEALTH OF A COMMUNITY INCLUDING WHAT RESOURCES AND SERVICES ARE AVAILABLE AS WELL AS WHO LIVES IN THE COMMUNITY. WHILE INDIVIDUAL CHARACTERISTICS SUCH AS AGE, GENDER, RACE, AND ETHNICITY HAVE AN IMPACT ON PEOPLE'S HEALTH, THE DISTRIBUTION OF THESE CHARACTERISTICS ACROSS A COMMUNITY IS ALSO CRITICALLY IMPORTANT AND CAN AFFECT THE NUMBER AND TYPE OF SERVICES AND RESOURCES AVAILABLE. THE GREATER NEW LONDON REGION HAS A POPULATION OF 151,774. THE LIFE EXPECTANCY IN YEARS ACROSS THE REGION VARIES BETWEEN 83.9 YEARS IN ONE SHORELINE TOWN TO 77.2 YEARS IN NEW LONDON. IN GREATER NEW LONDON 74% OF THE TOTAL POPULATION IDENTIFIED AS WHITE, 12% AS HISPANIC, AND 5% AS BLACK. IN THE CITY OF NEW LONDON, 45% IDENTIFIED AS WHITE, 33% HISPANIC AND 13% BLACK. THE TOWNS IN THE REGION VARY DRAMATICALLY IN TERMS OF THEIR RACIAL AND ETHNIC COMPOSITION BUT ARE ALL GROWING MORE DIVERSE THAN THE STATE OF CONNECTICUT WITH 67% OF THE POPULATION IDENTIFYING AS WHITE, 16% HISPANIC, AND 10% BLACK. EACH AREA INCLUDED 7 TO 9% OF THE POPULATION THAT IDENTIFIED AS OTHER.INCOME AND POVERTY ARE CLOSELY CONNECTED TO HEALTH OUTCOMES. A HIGHER INCOME MAKES IT EASIER TO LIVE IN A SAFE NEIGHBORHOOD WITH GOOD SCHOOLS AND MANY RECREATIONAL OPPORTUNITIES. HIGHER WAGE EARNERS ARE BETTER ABLE TO BUY MEDICAL INSURANCE AND MEDICAL CARE, PURCHASE NUTRITIOUS FOODS, AND OBTAIN QUALITY CHILDCARE THAN THOSE EARNING LOWER WAGES. COMMUNITIES WHERE RESIDENTS HAVE LOWER INCOME LEVELS HAVE BEEN SHOWN TO HAVE HIGHER RATES OF ASTHMA, DIABETES, AND HEART DISEASE, AND LOWER LIFE EXPECTANCIES. THERE WERE WIDE GAPS IN MEDIAN HOUSEHOLD INCOME, RANGING FROM $46,298 IN NEW LONDON TO $100,435 IN LYME. THE PROPORTION OF RESIDENTS IN THE GREATER NEW LONDON REGION WITH A COLLEGE DEGREE OR HIGHER (37%) WAS ROUGHLY THE SAME AS THE STATE OVERALL (39%). ONLY 25% OF CITY OF NEW LONDON ADULTS HAD A COLLEGE DEGREE OR HIGHER. THIS DATA DEMONSTRATES THAT THERE ARE SIGNIFICANT INEQUITIES RELATED TO HIGHER EDUCATION WITH BETWEEN 63 AND 75% OF THE POPULATION WITH NO HIGH SCHOOL DIPLOMA OR A HIGH SCHOOL DIPLOMA OR EQUIVALENT AND SOME COLLEGE.
PART VI, LINE 5:AS A COMMUNITY HEALTH CARE SERVICES PROVIDER, L+M HOSPITAL REMAINS ATTENTIVE TO HEALTH AND WELL-BEING THROUGH EDUCATION, OUTREACH, AND OTHER INNOVATIVE SERVICES. DURING 2024, L+M INVESTED $86.7 MILLION IN FINANCIAL AND IN-KIND CONTRIBUTIONS THROUGH FIVE WIDE-RANGING PROGRAMS: GUARANTEEING ACCESS TO CARE; ADVANCING CAREERS IN HEALTH CARE; PROMOTING HEALTH & WELLNESS; BUILDING STRONGER NEIGHBORHOODS; AND CREATING HEALTHIER COMMUNITIES.L+M HOSPITAL ALSO CONTRIBUTES TO THE COMMUNITY IN WAYS THAT ARE NOT QUANTIFIED AS PART OF COMMUNITY BENEFITS AND SERVES AS AN IMPORTANT COMMUNITY RESOURCE. THIS INCLUDES HAVING A COMMUNITY-BASED BOARD OF TRUSTEES WITH A MAJORITY MEMBERS RESIDING OR WORKING IN THE AREA SERVED BY THE HOSPITAL THE HOSPITAL ALSO EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY. IN FISCAL YEAR 2024 THERE WERE A TOTAL OF 889 MEMBERS ON THE L+M HOSPITAL MEDICAL STAFF. L+M HOSPITAL, FOUNDED IN 1912, IS A 308-BED HOSPITAL WITH 13,175 INPATIENT DISCHARGES AND 288,016 AMBULATORY ENCOUNTERS IN 2024. LAWRENCE + MEMORIAL INCLUDES SOUTHEASTERN CONNECTICUT'S ONLY NEWBORN INTENSIVE CARE UNIT, A WOUND AND HYPERBARIC CENTER, AND AN ACUTE REHABILITATION UNIT. THE SMILOW CANCER HOSPITAL CARE CENTER IN WATERFORD, CONNECTICUT, PROVIDES MEDICAL ONCOLOGY SERVICES, GYNECOLOGIC ONCOLOGY, AND RADIATION ONCOLOGY L+M HOSPITAL IS ONE OF THE LARGEST PRIVATE EMPLOYERS IN SOUTHEASTERN CT WITH 2,382 EMPLOYEES IN 2024.
PART VI, LINE 6:THE ENTITIES OF LAWRENCE+MEMORIAL HEALTHCARE INCLUDING L+M HOSPITAL, THE VISITING NURSE ASSOCIATION OF SOUTHEASTERN CT (VNASC), AND WESTERLY HOSPITAL ARE PART OF YALE NEW HAVEN HEALTH. THE YALE NEW HAVEN HEALTH SYSTEM'S FUNDAMENTAL MISSION IS TO ENSURE THAT THE DELIVERY NETWORKS SUCH AS L+M HOSPITAL ASSOCIATED WITH THE SYSTEM PROMOTE THE HEALTH OF THE COMMUNITIES THEY SERVE AND ENSURE THAT ALL PATIENTS HAVE ACCESS TO APPROPRIATE HEALTHCARE SERVICES. THE YALE NEW HAVEN HEALTH SYSTEM REQUIRES ITS HOSPITALS TO INCORPORATE PLANS TO PROMOTE HEALTHY COMMUNITIES WITHIN THE HOSPITAL'S EXISTING BUSINESS PLANS AND IMPLEMENTATION STRATEGIES FOR WHICH THEY ARE HELD ACCOUNTABLE. IN ADDITION, REGULAR REPORTING ON COMMUNITY BENEFITS IS REQUIRED ON A ROUTINE BASIS.
PART VI, LINE 7, REPORTS FILED WITH STATESCT

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
FRESH NEW LONDON CO TSNE
89 SOUTH STREET SUITE 700BOSTONMA02111042261109501(C)(3)$75,000$0SUPPORT ORGANIZATION
DR MARTIN LUTHER KING JR SCHOLARSHIP TRUST FUND
PO BOX 1308NEW LONDONCT06320066107846501(C)(3)$12,500$0SUPPORT ORGANIZATION
HISPANIC ALLIANCE OF SOUTHEASTERN CONNECTICUT
PO BOX 227NEW LONDONCT06320020573328501(C)(3)$6,000$0SUPPORT ORGANIZATION
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
SPECIAL PATIENT PURCHASES74$22,250FMVPATIENT SUPPORT
PATIENT TRANSPORTATION1996$133,385FMVTAXI, ETC.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE I, PART IVFormAndLineReferenceDesc
ExplanationNONE OF THE AMOUNTS REPORTED ON SCHEDULE I, PART II ARE GRANTS. THESE AMOUNTS ARE DONATIONS AND SPONSORSHIPS GIVEN TO ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF ITS CHARITABLE MISSION. LAWRENCE + MEMORIAL HOSPITAL ("LMH") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)(3) OR ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR SUPPORT SERVED. LMH VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO LMH. ASSISTANCE DONATED BY LMH 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. ASSISTANCE PROVIDED TO PATIENTS IS ON AN AS NEEDED BASIS IN SUPPORT OF THE INDIVIDUAL'S HEALTH AND WELLNESS. LMH MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED BUT LMH DOES NOT MONITOR SPECIFIC FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM J ASELTYNE
SECR/TRUSTEE (CURRENT YR)$0$994,590$0$121,800$0$141,095$0$177,200$0$16,225$0$1,450,910$0$0
WILLIAM J ASELTYNE
SECR/TRUSTEE (VESTED DEFERRED)$0$0$0$0$0$235,138$0$0$0$0$0$235,138$0$0
GAIL KOSYLA
TREASURER$0$949,360$0$150,000$0$36,287$0$405,858$0$2,110$0$1,543,615$0$0
PATRICK L GREEN
FORMER OFFICER (CURRENT YR)$0$469,476$0$90,570$0$56,757$0$200,643$0$18,439$0$835,885$0$0
PATRICK L GREEN
FORMER OFFICER (VESTED DEFERRED)$0$0$0$0$0$157,810$0$0$0$0$0$157,810$0$33,913
RICHARD LISITANO
PRESIDENT/TRUSTEE$446,715$111,679$59,155$14,789$48,987$12,247$208,720$52,180$18,883$4,721$782,460$195,616$0$0
OLIVER MAYORGA
VP/CMO$524,617$131,154$106,969$26,742$35,439$8,860$72,080$18,020$25,688$6,422$764,793$191,198$0$0
CRAIG MITTLEMAN
ED MEDICAL DIRECTOR$521,441$0$100,000$0$1,980$0$23,080$0$25,949$0$672,450$0$0$0
BENJAMIN ARMSTRONG
ED PHYSICIAN$523,064$0$19,063$0$300$0$13,200$0$26,114$0$581,741$0$0$0
KERIN DACRUZ
VP/CNO TERM 2/2024$426,352$0$94,050$0$1,242$0$13,200$0$24,543$0$559,387$0$0$0
DENISE FIORE
FORMER OFFICER$0$0$0$92,423$0$455,326$0$0$0$0$0$547,749$0$212,000
MICHAEL JOSEPH
ED PHYSICIAN$488,144$0$16,324$0$270$0$13,200$0$26,114$0$544,052$0$0$0
PETER WILLIS
ED PHYSICIAN$407,108$0$15,469$0$690$0$13,200$0$25,749$0$462,216$0$0$0
NADER BAHADORY
ED PHYSICIAN$360,393$0$42,063$0$1,980$0$13,200$0$22,705$0$440,341$0$0$0
SHANNON CHRISTIAN
SVP/CNO EFFECTIVE 4/2024$209,354$0$41,101$0$450$0-$2,400$0$30,694$0$279,199$0$0$0
STEPHEN ALLEGRETTO
FORMER OFFICER$0$0$0$0$0$211,813$0$0$0$0$0$211,813$0$148,063
MAUREEN ANDERSON
FORMER OFFICER$0$0$0$0$0$118,596$0$0$0$0$0$118,596$0$118,596

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE FILING ORGANIZATION DOES NOT HAVE AND/OR COMPENSATE ITS OWN CEO/EXECUTIVE DIRECTOR. THESE POSITIONS ARE FILLED BY EMPLOYEES OF A RELATED ORGANIZATION(S) AND COMPENSATED THROUGH THE RESPECTIVE RELATED ORGANIZATION(S). THE METHOD(S) USED BY THE RELATED ORGANIZATION(S) FOR DETERMINING COMPENSATION FOR THESE INDIVIDUALS ARE: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4BTHE INDIVIDUAL(S) LISTED BELOW PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF A RELATED ORGANIZATION. 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 GAIL KOSYLA $0 $207,100 $0 RICHARD LISITANO $0 $145,600 $0 PATRICK GREEN $0 $114,315 $0 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS SENIOR LEADERS. 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). THE INDIVIDUAL(S) LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) IS THE AMOUNT VESTED DURING THE 2023 CALENDAR YEAR THAT IS RECOGNIZED AS A TAXABLE EVENT AND REPORTED IN THE INDIVIDUAL'S 2023 CALENDAR YEAR FORM W-2. SRIP EDCAP WILLIAM ASELTYNE $235,138 $0 PATRICK GREEN $0 $157,810 THE FORMER OFFICER(S) BELOW RECEIVED PAYMENTS THROUGHOUT THE YEAR FROM THE NONQUALIFIED PLAN. THE FOLLOWING PAYMENTS WERE MADE DIRECTLY TO THEM FROM THE RABBI TRUST: STEPHEN ALLEGRETTO $58,565 DENISE FIORE $49,614
PART I, LINE 7THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUBST CONTR #21
VENDOR$11,371,063CONSTR0
SUBST CONTR #22
VENDOR$157,321INSURANCE0
SUBST CONTR #24
VENDOR$762,803CONSTR0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$27,883NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B), THE NUMBER OF CONTRIBUTIONS RECEIVED.
SCHEDULE M, PART I, LINE 31:WHILE THE ORGANIZATION DOES NOT CURRENTLY HAVE A BOARD-APPROVED GIFT ACCEPTANCE POLICY, NONSTANDARD CONTRIBUTIONS ARE REVIEWED BY THE SENIOR VICE PRESIDENT OF DEVELOPMENT IN CONSULTATION WITH THE PRESIDENT AND OTHER STAKEHOLDERS AS APPROPRIATE DEPENDING ON THE NATURE OF THE PROPOSED GIFT (E.G., TAX AND REAL ESTATE DEPARTMENTS).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4A:LAWRENCE + MEMORIAL HOSPITAL IS A NON-PROFIT, 308-BED GENERAL AND ACUTE CARE HOSPITAL PROVIDING PATIENT CARE TO MEDICAL, SURGICAL, PEDIATRIC, PSYCHIATRIC AND OBSTETRICAL PATIENTS IN SOUTHEASTERN CONNECTICUT AND SOUTHERN RHODE ISLAND. LAWRENCE + MEMORIAL OFFERS CARDIAC ACUTE, STEP-DOWN AND REHABILITATION PROGRAMS AND IS THE ONLY EASTERN CONNECTICUT HOSPITAL THAT PERFORMS EMERGENCY AND ELECTIVE ANGIOPLASTY. RESPIRATORY THERAPISTS AT LAWRENCE + MEMORIAL HOSPITAL COMPLETED TRAINING FOR "NOXBOX" DEVICES THAT SAFELY ADMINISTER NITRIC OXIDE GAS TO PATIENTS. THE NOXBOX DEVICES ARE USED FOR PATIENTS REQUIRING RIGHT-SIDED CATHETERIZATION PROCEDURES. THE GAS IS HELPFUL IN DIAGNOSING PATIENTS WITH PULMONARY ARTERIAL HYPERTENSION. LAWRENCE + MEMORIAL HOSPITAL NURSES RECEIVED TRAINING IN "SAFE MODE" PROGRAMMING, MAKING IT POSSIBLE FOR PATIENTS WITH PACEMAKERS OR DEFIBRILLATORS TO RECEIVE THEIR MAGNETIC RESONANCE IMAGING (MRI) TEST SAFELY AND LOCALLY. IF AN MRI IS NOT PERFORMED IN SAFE MODE, THE SCANNER'S MAGNETS MAY ALTER OR DAMAGE THE FUNCTION OF THE PACEMAKER OR DEFIBRILLATOR AND POTENTIALLY PUT PATIENTS AT RISK. IN SAFE MODE, PACEMAKERS CAN BE PAUSED BY TRAINED PROFESSIONALS BEFORE AN MRI BEGINS. ONCE THE MRI IS COMPLETE, THE PACEMAKER OR DEFIBRILLATOR IS RESET. YALE NEW HAVEN HEALTH OPENED ITS THIRD STATE-OF-THE-ART RETAIL PHARMACY AT LAWRENCE + MEMORIAL HOSPITAL, INTRODUCING INTEGRATED, PERSONALIZED MEDICATION CARE FOR PATIENTS, EMPLOYEES AND THE SURROUNDING COMMUNITY. THE PHARMACY TEAM COLLABORATES WITH PATIENTS' HEALTHCARE PROVIDERS TO ENSURE PRESCRIPTIONS ARE FILLED SAFELY AND ACCURATELY WITH THE HIGHEST QUALITY CARE. AS PART OF THE $81.6 MILLION POWER UPGRADE AND EMERGENCY DEPARTMENT RENOVATION AT LAWRENCE + MEMORIAL HOSPITAL, THE FIRST OF 57 NEW PRIVATE ROOMS OPENED TO PATIENTS. PROJECTED FOR COMPLETION IN 2026, THE 57-ROOM ED WILL HAVE A NET GAIN OF 20 BEDS WITH STATE-OF-THE-ART EQUIPMENT DESIGNED WITH INPUT FROM FRONT-LINE NURSES ON WAYS TO ENHANCE ERGONOMICS AND FUNCTIONALITY. LAWRENCE + MEMORIAL HOSPITAL ALSO RECEIVED A NUMBER OF ACCREDITATIONS AND CERTIFICATIONS FOR HIGH-QUALITY MEDICAL AND CLINICAL PROGRAMS: THE JOINT COMMISSION AWARDED THE HOSPITAL ITS GOLD SEAL OF APPROVAL FOR ADVANCED CERTIFICATION IN SPINE SURGERY; THE COMMISSION ON CANCER, THE AMERICAN COLLEGE OF SURGEONS GRANTED RECERTIFICATION AS AN ADVANCED PRIMARY STROKE CENTER; THE HOSPITAL'S BARIATRIC SURGERY CENTER WAS ACCREDITED AS A LOW ACUITY CENTER BY THE METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM; THE AMERICAN HEART ASSOCIATION NAMED THE HOSPITAL TO ITS GET WITH THE GUIDELINES PROGRAM AND ITS STROKE GOLD PLUS WITH TARGET: TYPE 2 DIABETES HONOR ROLL; AND BABY-FRIENDLY USA REDESIGNATION THE HOSPITAL AS A BABY-FRIENDLY FACILITY. THE HOSPITAL'S COMMITMENT TO SAFE, HIGH-QUALITY PATIENT CARE EXTENDS TO THE HEALTH OF THE COMMUNITIES IT SERVES, WITH AN ACTIVE HOME HEALTH PROGRAM THAT PROVIDES MORE THAN 100,000 HOME CARE VISITS ANNUALLY TO PATIENTS IN THE REGION AS WELL AS PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS THAT HELP ADDRESS THE SOCIO-ECONOMIC NEEDS OF PEOPLE WITHIN THE SERVICE AREA.
FORM 990, PART VI, SECTION A, LINE 1APART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. IN THE EVENT THAT THE ORGANIZATION DOES NOT RECEIVE A RESPONSE FROM ANY SUCH VOTING MEMBER, THE ORGANIZATION REVIEWS OTHER INFORMATION KNOWN TO IT REGARDING THE VOTING MEMBER AND MAKES A REASONABLE ASSESSMENT OF INDEPENDENCE BASED ON THAT INFORMATION.
FORM 990, PART VI, SECTION A, LINE 2CERTAIN OF THE ORGANIZATION'S CURRENT OFFICERS AND/OR TRUSTEES MAY SERVE AS OFFICERS AND/OR DIRECTORS OF TAX-EXEMPT AND TAXABLE AFFILIATES WITHIN THE ORGANIZATION'S CORPORATE SYSTEM OR JOINT VENTURES IN WHICH THE ORGANIZATION'S CORPORATE SYSTEM HAS AN OWNERSHIP INTEREST. THE INDIVIDUAL OFFICERS AND/OR TRUSTEES DO NOT HAVE PERSONAL FINANCIAL INTERESTS IN SUCH AFFILIATES AND SERVE ONLY AS A FUNCTION OF THEIR ROLES WITH THE ORGANIZATION OR WITHIN THE ORGANIZATION'S CORPORATE SYSTEM.
FORM 990, PART VI, SECTION A, LINE 6LAWRENCE + MEMORIAL CORPORATION IS THE SOLE MEMBER OF LAWRENCE + MEMORIAL HOSPITAL.
FORM 990, PART VI, SECTION A, LINE 7ALAWRENCE + MEMORIAL CORPORATION, AS SOLE MEMBER OF LAWRENCE + MEMORIAL HOSPITAL, ELECTS THE BOARD OF TRUSTEES OF LAWRENCE + MEMORIAL HOSPITAL, SUBJECT TO THE ADDITIONAL APPROVAL OF LAWRENCE + MEMORIAL CORPORATION'S SOLE MEMBER, YALE NEW HAVEN HEALTH SERVICES CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7BTHE HOSPITAL'S SOLE MEMBER, LAWRENCE + MEMORIAL CORPORATION, HAS THE RIGHT TO ELECT THE BOARD OF TRUSTEES OF THE ORGANIZATION AND APPOINT THE PRESIDENT, AND HAS THE FOLLOWING ADDITIONAL RIGHTS, ALL SUBJECT THE ADDITIONAL APPROVAL OF ITS SOLE MEMBER, YALE NEW HAVEN HEALTH SERVICES CORPORATION: 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 11BTHE ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE YNHHS TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR OF CORPORATE FINANCE. SUBSEQUENTLY, IT IS SENT TO KPMG LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUPS ARE RECEIVED AND REVIEWED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE SYSTEM AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MADE AVAILABLE A COMPLETE COPY OF THE RETURN TO ITS BOARD OF TRUSTEES BY WEB PORTAL.
FORM 990, PART VI, SECTION B, LINE 12CLAWRENCE + MEMORIAL HOSPITAL IS COVERED UNDER THE YNHHS CONFLICT OF INTEREST POLICY APPROVED AND ADOPTED BY THE SYSTEM COMPLIANCE COMMITTEE, WHICH HAS BEEN DELEGATED THE AUTHORITY TO APPROVE AND ADOPT COMPLIANCE POLICIES ON BEHALF OF THE ENTITIES IN THE SYSTEM. THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO IMMEDIATELY REPORT MATERIAL CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT AND TAKE ANY ACTIONS THAT HE 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 15COMPENSATION PROCESS FOR CEO/TOP OFFICIAL: THE TOP LMH OFFICIAL IS AN EMPLOYEE OF YNHHS. THE YNHHS COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (THE "YNHHS COMPENSATION COMMITTEE"), WHICH INCLUDES A REPRESENTATIVE OF THE HOSPITAL, IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR YNHHS OFFICER-LEVEL EXECUTIVES, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR YNHHS OFFICER-LEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD OF TRUSTEES ON AN ANNUAL BASIS. IN ADDITION, THE YNHHS COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL YNHHS OFFICER-LEVEL EXECUTIVES, AND ASSURES THAT ALL OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE YNHHS COMPENSATION COMMITTEE CONSISTS OF TRUSTEES WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMMITTEES IN ITS COMPENSATION DELIBERATIONS IS COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE YNHHS COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE YNHHS COMPENSATION COMMITTEE IS CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE COMMITTEE, AND PROVIDED TO THE BOARD OF TRUSTEES OF YNHHS AND LMH. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OTHER OFFICERS CERTAIN OFFICER-LEVEL EXECUTIVES ARE EMPLOYEES OF YNHHS, OTHER OFFICER-LEVEL EXECUTIVES ARE EMPLOYED DIRECTLY BY LMH. COMPENSATION DETERMINATIONS OF YNHHS EMPLOYEES ARE MADE BY THE YNHHS COMPENSATION COMMITTEE. COMPENSATION OF OFFICER-LEVEL EXECUTIVES EMPLOYED DIRECTLY BY LMH IS APPROVED BY THE L+M HEALTHCARE COMPENSATION COMMITTEE, THE COMPENSATION COMMITTEE OF THE ORGANIZATION'S SOLE MEMBER. FOR OFFICER-LEVEL EXECUTIVES EMPLOYED L+M HEALTHCARE'S EXECUTIVE COMPENSATION COMMITTEES IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ITS, AND ITS AFFILIATES, OFFICER-LEVEL EXECUTIVES, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR OFFICER-LEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL BOARD ON AN ANNUAL BASIS, AS APPLICABLE. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL OFFICER-LEVEL EXECUTIVES EMPLOYED BY LMH, AND ASSURES THAT ALL OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE CONSISTS OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE 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 ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMPENSATION COMMITTEES ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE, AND PROVIDED TO THE L+M HEALTHCARE BOARD.
FORM 990, PART VI, SECTION C, LINE 19COPIES OF ALL AVAILABLE DOCUMENTS ARE ACCESSIBLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GMEDICAL SPECIALTY PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,420,124. MANAGEMENT AND GENERAL EXPENSES 111,640. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,531,764. OTHER OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 110,119,345. MANAGEMENT AND GENERAL EXPENSES 8,656,775. FUNDRAISING EXPENSES 193,560. TOTAL EXPENSES 118,969,680.
FORM 990, PART XI, LINE 9:CHANGE IN MINIMUM PENSION LIABILITY 2,621,485. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 676,830.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554HEALTHCARE SERVICESCT501C3LINE 3YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STREETBRIDGEPORTCT06610222908698SYSTEM SUPPORT SERVICESCT501C3LINE 7BRIDGEPORT HOSPITALYes (1)
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830060646659HEALTHCARE SERVICESCT501C3LINE 3YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
LAWRENCE MEMORIAL CORPORATION
365 MONTAUK AVENUENEW LONDONCT06320222553028PROMOTE HEALTHCARECT501C3LINE 12A, IYALE NEW HAVEN HEALTH SERVICES CORP0
LMW HEALTHCARE INC
365 MONTAUK AVENUENEW LONDONCT06320460543230HEALTHCARE SERVICESRI501C3LINE 3LAWRENCE MEMORIAL CORPORATIONYes (1)
NORTHEAST MEDICAL GROUP INC
99 HAWLEY LANESTRATFORDCT06614061330992HEALTHCARE SERVICESCT501C3LINE 10YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
NORTHEAST MEDICAL GROUP PLLC
99 HAWLEY LANESTRATFORDCT06614352380180HEALTHCARE SERVICESNY501C3LINE 12A, INORTHEAST MEDICAL GROUP INCYes (1)
PERRYRIDGE CORPORATION
5 PERRYRIDGE ROADGREENWICHCT06830061207316SYSTEM SUPPORT SERVICESCT501C3LINE 10GREENWICH HOSPITALYes (1)
SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
267 GRANT STREETBRIDGEPORTCT06610061297708TITLE HOLDINGCT501C2BRIDGEPORT HOSPITALYes (1)
THE WESTERLY HOSPITAL FOUNDATION INC
25 WELLS STREETWESTERLYRI02891050508064FUNDRAISING SERVICESRI501C3LINE 12A, ILMW HEALTHCARE INCYes (1)
VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC
403 NORTH FRONTAGE ROADWATERFORDCT06385060646616HOME HEALTHCARE SERVICESCT501C3LINE 10LAWRENCE MEMORIAL CORPORATIONYes (1)
WESTERLY HOSPITAL AUXILIARY INC
25 WELLS STREETWESTERLYRI02891222507181FUNDRAISING ACTIVITIESRI501C3LINE 12A, ILMW HEALTHCARE INCYes (1)
YALE NEW HAVEN HEALTH SERVICES CORP
789 HOWARD AVENEW HAVENCT06519222529464SYSTEM SUPPORT SERVICESCT501C3LINE 12A, I0N/A
YALE NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06504060646652HEALTHCARE SERVICESCT501C3LINE 3YALE NEW HAVEN HEALTH SERVICES CORPYes (1)
YALE NEW HAVEN CARE CONTINUUM CORP
789 HOWARD AVENEW HAVENCT06519455235566NURSING HOMECT501C3LINE 3YALE NEW HAVEN HOSPITALYes (1)
HOME CARE PLUS INC
789 HOWARD AVENEW HAVENCT06519061044331HOME HEALTHCARE SERVICESCT501C3LINE 10YALE NEW HAVEN CARE CONTINUUM CORPYes (1)
YNH HEALTH AT HOME INC
789 HOWARD AVENEW HAVENCT06519922465235HOME HEALTHCARE ACTIVITIESCT501C3Yes (1)
YNH MANCHESTER MEMORIAL HOSPITAL INC
789 HOWARD AVENEW HAVENCT06519922374918HEALTHCARE SERVICESCT501C3Yes (1)
YNH WATERBURY HOSPITAL INC
789 HOWARD AVENEW HAVENCT06519922353660HEALTHCARE SERVICESCT501C3Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
YALE NEW HAVEN HEALTH SYSTEM INVESTMENT
20 YORK STREETNEW HAVENCT06510271374301INVESTMENTDEN/A00
YNHHSCUSP SURGERY CENTERS LLC
15305 DALLAS PKWY STE 1600ADDISONTX75001384021595HEALTHCARE SERVICESCTN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CORPORATE PROFESSIONAL BUSINESS SERVICESINC
789 HOWARD AVENEW HAVENCT06519061467717MANAGEMENT SERVICESCTN/ACYes (1)
YALE NEW HAVEN AMBULATORY SERVICES
40 TEMPLE STREETNEW HAVENCT06510061398526HEALTHCARE SERVICESCTN/ACYes (1)
GREENWICH FERTILITY & IVF PC
5 PERRYRIDGE ROADGREENWICHCT06830300145464HEALTHCARE SERVICESCTN/ACYes (1)
YNHH-PHYSICIANS CORP
789 HOWARD AVENEW HAVENCT06519061202305ADMINISTRATIVE SERVICESCTN/ACYes (1)
MEDICAL CENTER PHARMACY INC AND HOME CARE CENTER INC
50 YORK STREETNEW HAVENCT06511061087673PHARMACYCTN/ACYes (1)
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC
5 PERRYRIDGE ROADGREENWICHCT06830061540101HEALTHCARE SERVICESNYN/ACYes (1)
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY
5 PERRYRIDGE ROADGREENWICHCT06830453833883HEALTHCARE SERVICESNJN/ACYes (1)
L & M SYSTEMS INC
365 MONTAUK AVENUENEW LONDONCT06320222553037HEALTHCARE RELATED SERVICESCTN/ACYes (1)
L&M HOME CARE SERVICES INC
365 MONTAUK AVENUENEW LONDONCT06320061389272HOME THERAPYCTN/ACYes (1)
URGENT CARE MEDICAL ASSOCIATES OF MA LLC
1210 BOYLSTON STREETBROOKLINEMA02467933649266URGENT CARE SERVICESMAN/ACYes (1)
URGENT CARE MEDICAL OF NEW YORK LLC
31 OLD ROUTE 7BROOKFIELDCT06804814526538URGENT CARE SERVICESCTN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (31 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
YALE NEW HAVEN HEALTH SERVICES CORP
I$355,845COST
YALE NEW HAVEN HEALTH SERVICES CORP
J$202,418COST
YALE NEW HAVEN HEALTH SERVICES CORP
L$198,459COST
YALE NEW HAVEN HEALTH SERVICES CORP
M$58,875,696COST
YALE NEW HAVEN HEALTH SERVICES CORP
O$26,743,403COST
YALE NEW HAVEN HEALTH SERVICES CORP
P$882,143COST
YALE NEW HAVEN HEALTH SERVICES CORP
Q$175,843,918COST
YALE NEW HAVEN HEALTH SERVICES CORP
R$254,021,566COST
YALE NEW HAVEN HEALTH SERVICES CORP
S$54,087COST
YALE NEW HAVEN HOSPITAL
I$59,572COST
YALE NEW HAVEN HOSPITAL
M$5,676,175COST
YALE NEW HAVEN HOSPITAL
O$186,613COST
YALE NEW HAVEN HOSPITAL
Q$1,319,404COST
YALE NEW HAVEN HOSPITAL
R$2,043,786COST
YALE NEW HAVEN HOSPITAL
S$138,958COST
NORTHEAST MEDICAL GROUP
M$486,402COST
NORTHEAST MEDICAL GROUP
J$2,431,043COST
NORTHEAST MEDICAL GROUP
Q$25,521,147COST
NORTHEAST MEDICAL GROUP
P$1,584,587COST
NORTHEAST MEDICAL GROUP
R$21,819,117COST
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
L$13,388,698FAIR MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
M$2,217,248FAIR MARKET VALUE
MEDICAL CENTER PHARMACY & HOME CARE CENTER INC
S$10,736,291FAIR MARKET VALUE
LMW HEALTHCARE INC
L$1,944,441COST
LMW HEALTHCARE INC
I$909,330COST
LMW HEALTHCARE INC
O$4,863,607COST
LMW HEALTHCARE INC
P$12,757,868COST
LMW HEALTHCARE INC
R$9,053,309COST
LMW HEALTHCARE INC
S$11,565,764COST
VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC
P$560,306COST
LAWRENCE MEMORIAL CORPORATION
S$42,590,231COST

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