LMW HEALTHCARE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LMW HEALTHCARE INC (EIN 46-0543230)
Tax period: 2023-10-01 to 2024-09-30
Filed: 2025-08-13
IRS object ID: 202532259349301108
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-13T08:36:54-05:00	ReturnTs
Tax Period End	2024-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	345 PARK AVENUE	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10154	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	460543230	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LMW HEALTHCARE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LMWH	BusinessNameControlTxt
Phone	2036880580	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	365 MONTAUK AVENUE	AddressLine1Txt
City	NEW LONDON	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06320	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSHUA W MORRIS	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	2036880580	PhoneNum
Signature	2025-08-12	SignatureDt
Discuss With Paid Preparer	0	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EVAN W SEEKAMP	PreparerPersonNm
PTIN	P01907071	PTIN
Phone	2127589700	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	WESTERLY HOSPITAL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	RICHARD LISITANO	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	365 MONTAUK AVENUE	AddressLine1Txt
City	NEW LONDON	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06320	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$142,031,614	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WESTERLYHOSPITAL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2012	FormationYr
Legal Domicile State	RI	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE MEDICAL CARE IN THE WESTERLY, RHODE ISLAND COMMUNITY AND SURROUNDING TOWNS.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	1192	TotalEmployeeCnt
Total Volunteers	110	TotalVolunteersCnt
Total Gross UBI	$34,847	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$434,819	PYContributionsGrantsAmt
CY Contributions Grants	$211,011	CYContributionsGrantsAmt
PY Program Service Revenue	$124,259,065	PYProgramServiceRevenueAmt
CY Program Service Revenue	$134,331,345	CYProgramServiceRevenueAmt
PY Investment Income	-$172,931	PYInvestmentIncomeAmt
CY Investment Income	$236,916	CYInvestmentIncomeAmt
PY Other Revenue	$812,738	PYOtherRevenueAmt
CY Other Revenue	$785,799	CYOtherRevenueAmt
PY Total Revenue	$125,333,691	PYTotalRevenueAmt
CY Total Revenue	$135,565,071	CYTotalRevenueAmt
PY Grants And Similar Paid	$24,722	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$26,397	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$63,151,608	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$65,045,602	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$82,436,075	PYOtherExpensesAmt
CY Other Expenses	$87,084,602	CYOtherExpensesAmt
PY Total Expenses	$145,612,405	PYTotalExpensesAmt
CY Total Expenses	$152,156,601	CYTotalExpensesAmt
PY Revenues Less Expenses	-$20,278,714	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$16,591,530	CYRevenuesLessExpensesAmt
Total Assets BOY	$88,477,701	TotalAssetsBOYAmt
Total Assets EOY	$95,404,587	TotalAssetsEOYAmt
Total Liabilities BOY	$93,718,538	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$116,134,508	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$5,240,837	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$20,729,921	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE MEDICAL CARE IN THE WESTERLY, RHODE ISLAND COMMUNITY AND SURROUNDING TOWNS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$142,694,701	ExpenseAmt
Grant	$26,397	GrantAmt
Revenue	$134,295,642	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$142,694,701	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	1192	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	VERNETTE D GRAY	PersonNm
Phone	2036889585	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	789 HOWARD AVENUE	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06519	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM ASELTYNE
SECR./TRUSTEE (CURRENT YR COMP)	1.00	39.00	Yes (X)	Yes (X)	$0	$1,257,485	$193,425
WILLIAM ASELTYNE
SECR./TRUSTEE (VESTED DEFERRED)	1.00	39.00	Yes (X)	Yes (X)	$0	$235,138	$0
GAIL KOSYLA
TREASURER	1.00	39.00		Yes (X)	$0	$1,135,647	$407,968
PATRICK L GREEN
FORMER OFFICER (CURRENT YR COMP)	0.00	0.00			$0	$616,803	$219,082	Yes (X)
PATRICK L GREEN
FORMER OFFICER (VESTED DEFERRED)	0.00	0.00			$0	$157,810	$0	Yes (X)
RICHARD LISITANO
PRESIDENT/TRUSTEE	8.00	32.00	Yes (X)	Yes (X)	$138,715	$554,857	$284,504
DENISE FIORE
FORMER OFFICER	0.00	0.00			$0	$547,749	$0	Yes (X)
KAREN DAVIS
CLINICAL CARE COORDINATOR	40.00	0.00			$265,661	$0	$42,190		Yes (X)
KIMBERLY DUFFICY
NURSE MANAGER	40.00	0.00			$230,007	$0	$26,855		Yes (X)
STEPHEN ALLEGRETTO
FORMER OFFICER	0.00	0.00			$0	$211,813	$0	Yes (X)
KARL NG
CLINICAL PHARMACIST	40.00	0.00			$188,096	$0	$23,462		Yes (X)
JULIA SMITH
REGISTERED NURSE	40.00	0.00			$169,793	$0	$29,621		Yes (X)
STACEY FIORE
REGISTERED NURSE	40.00	0.00			$165,718	$0	$33,357		Yes (X)
MAUREEN ANDERSON
FORMER OFFICER	0.00	0.00			$0	$118,596	$0	Yes (X)
DANIEL GACCIONE
VICE CHAIRMAN AND TRUSTEE	1.00	3.00	Yes (X)	Yes (X)	$5,250	$0	$0
F GREGORY AHERN
CHAIRMAN AND TRUSTEE	1.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
DANIEL BRANNEGAN
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
TODD BLUE
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
NICHOLAS FORTSON
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
JOHN HOLSTEIN
TRUSTEE	1.00	3.00	Yes (X)		$0	$0	$0
KATHLEEN HOLT
TRUSTEE	1.00	3.00	Yes (X)		$0	$0	$0
JAMES MAYNARD
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
MARIE PEAKMAN
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
SHANNA REELS
TRUSTEE	1.00	3.00	Yes (X)		$0	$0	$0
VICTORIA REYES
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
ROCCO TIMPANO
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
CATHERINE ZALL
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,163,240	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$4,835,898	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,260,464	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	135	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
VAYA WORKFORCE SOLUTIONS LLC
5930 CORNERSTONE COURT WEST	SAN DIEGO	CA	92121	STAFFING SERVICES	$4,982,055
PAYETTE ASSOCIATES INC
290 CONGRESS STREET 5TH FLOOR	BOSTON	MA	022101005	ARCHITECTURAL SERVICES	$1,131,134
UNITEX TEXTILE RENTAL INC
161 SOUTH MACQESTEN PARKWAY	MOUNT VERNON	NY	10550	LAUNDERING SERVICE	$431,954
QUEST DIAGNOSTICS NICHOLS INSTITUTE INC
15 CAMPUS BOULEVARD	NEWTOWN SQUARE	PA	19073	LABORATORY SERVICES	$412,148
BARD RAO & ATHANAS CONSULTING ENGINEERS
10 GUEST STREET 4TH FL	BOSTON	MA	02135	ARCHITECTURAL SERVICES	$200,559

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	9	CntrctRcvdGreaterThan100KCnt
Related Organizations	$204,189	RelatedOrganizationsAmt
All Other Contributions	$6,822	AllOtherContributionsAmt
Total Contributions	$211,011	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT SERVICE REVENU	621400	$134,295,642	$134,295,642
LABORATORY SERVICES	621500	$35,703		$35,703

Field	Value	IRS element (for citing)
Total Program Service Revenue	$134,331,345	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$125,471	TotalRevenueColumnAmt
Exclusion	$125,471	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$467,294	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$357,337	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$109,957	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$109,957	TotalRevenueColumnAmt
Exclusion	$109,957	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,220,651	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,109,206	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$111,445	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$111,445	TotalRevenueColumnAmt
Exclusion	$111,445	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
CAFETERIA/FOOD SALES	900099	$341,411	$341,411
OTHER ANCILLARY REVENU	900099	$335,287	$335,287
PARTNERSHIP INCOME	901101	-$856		-$856

Field	Value	IRS element (for citing)
Other Revenue Total	$675,842	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$135,565,071	TotalRevenueColumnAmt
Related Or Exempt Func Income	$134,295,642	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$34,847	UnrelatedBusinessRevenueAmt
Exclusion	$1,023,571	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$12,000	TotalAmt
Program Services	$12,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$14,397	TotalAmt
Program Services	$14,397	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$200,866	TotalAmt
Management And General	$200,866	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$52,334,675	TotalAmt
Program Services	$48,074,632	ProgramServicesAmt
Management And General	$4,260,043	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,332,912	TotalAmt
Program Services	$1,224,413	ProgramServicesAmt
Management And General	$108,499	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$7,593,779	TotalAmt
Program Services	$6,975,645	ProgramServicesAmt
Management And General	$618,134	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,583,370	TotalAmt
Program Services	$3,291,684	ProgramServicesAmt
Management And General	$291,686	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$209,454	TotalAmt
Program Services	$192,404	ProgramServicesAmt
Management And General	$17,050	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$53,800	TotalAmt
Program Services	$53,800	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,698	TotalAmt
Program Services	$2,478	ProgramServicesAmt
Management And General	$220	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$21,790,631	TotalAmt
Program Services	$20,016,874	ProgramServicesAmt
Management And General	$1,773,757	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$34,775	TotalAmt
Program Services	$31,944	ProgramServicesAmt
Management And General	$2,831	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,863,070	TotalAmt
Program Services	$1,711,416	ProgramServicesAmt
Management And General	$151,654	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$25,496	TotalAmt
Program Services	$23,421	ProgramServicesAmt
Management And General	$2,075	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,221	TotalAmt
Program Services	$4,796	ProgramServicesAmt
Management And General	$425	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$12,968,033	TotalAmt
Program Services	$11,912,435	ProgramServicesAmt
Management And General	$1,055,598	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,784,422	TotalAmt
Program Services	$4,394,970	ProgramServicesAmt
Management And General	$389,452	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,067,539	TotalAmt
Program Services	$1,899,241	ProgramServicesAmt
Management And General	$168,298	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES	$38,103,636	$38,103,636
OTHER SUPPLIES	$2,123,657	$1,950,791	$172,866
REPAIRS & MAINTENANCE	$2,108,879	$1,937,216	$171,663
ANCILLARY EXPENSES	$688,362	$632,330	$56,032

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$254,929	TotalAmt
Program Services	$234,178	ProgramServicesAmt
Management And General	$20,751	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$152,156,601	TotalAmt
Program Services	$142,694,701	ProgramServicesAmt
Management And General	$9,461,900	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,162,318	BOYAmt
EOY	$4,107,632	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,760	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$750,000	BOYAmt
EOY	$750,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,611,044	BOYAmt
EOY	$18,591,852	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,629,604	BOYAmt
EOY	$2,476,228	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$87,046,319	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$40,806,519	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$47,590,349	BOYAmt
EOY	$46,239,800	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$5,453,026	BOYAmt
EOY	$5,994,221	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$4,602,039	BOYAmt
EOY	$5,466,931	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$9,674,561	BOYAmt
EOY	$11,777,923	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$88,477,701	BOYAmt
EOY	$95,404,587	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$13,225,065	BOYAmt
EOY	$17,126,389	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$80,493,473	BOYAmt
EOY	$99,008,119	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$93,718,538	BOYAmt
EOY	$116,134,508	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$15,420,917	BOYAmt
EOY	-$31,988,375	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,180,080	BOYAmt
EOY	$11,258,454	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$5,240,837	BOYAmt
EOY	-$20,729,921	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$88,477,701	BOYAmt
EOY	$95,404,587	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$16,591,530	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$237,554	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$864,892	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	Yes (1)	MailingsMembersInd
Mailings Members	$500	MailingsMembersAmt
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$7,061	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$46,239	OtherActivitiesAmt
Total Lobbying Expenditures	$53,800	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	THE 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. LMW HEALTHCARE INC. 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 LAWRENCE + MEMORIAL HOSPITAL EIN 06-0646704 $ 111,291 NORTHEAST MEDICAL GROUP INC. EIN 06-1330992 $ 30,277	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,180,080	BeginningYearBalanceAmt
Contributions	$204,189	ContributionsAmt
Investment Earnings Or Losses	$1,350,869	InvestmentEarningsOrLossesAmt
Other Expenditures	$476,684	OtherExpendituresAmt
End Year Balance	$11,258,454	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,828,886	BeginningYearBalanceAmt
Contributions	$203,231	ContributionsAmt
Investment Earnings Or Losses	$463,030	InvestmentEarningsOrLossesAmt
Other Expenditures	$315,067	OtherExpendituresAmt
End Year Balance	$10,180,080	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,247,085	BeginningYearBalanceAmt
Contributions	$142,536	ContributionsAmt
Investment Earnings Or Losses	-$1,254,199	InvestmentEarningsOrLossesAmt
Other Expenditures	$306,536	OtherExpendituresAmt
End Year Balance	$9,828,886	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,502,471	BeginningYearBalanceAmt
Contributions	$227,456	ContributionsAmt
Investment Earnings Or Losses	$1,016,614	InvestmentEarningsOrLossesAmt
Other Expenditures	$499,456	OtherExpendituresAmt
End Year Balance	$11,247,085	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,290,657	BeginningYearBalanceAmt
Contributions	$177,496	ContributionsAmt
Investment Earnings Or Losses	$484,620	InvestmentEarningsOrLossesAmt
Other Expenditures	$450,302	OtherExpendituresAmt
End Year Balance	$10,502,471	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.93778	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.06222	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,742,000	OtherCostOrOtherBasisAmt
Book Value	$7,742,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$43,687,307	OtherCostOrOtherBasisAmt
Depreciation	$17,122,845	DepreciationAmt
Book Value	$26,564,462	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$814,871	OtherCostOrOtherBasisAmt
Depreciation	$780,135	DepreciationAmt
Book Value	$34,736	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$30,332,837	OtherCostOrOtherBasisAmt
Depreciation	$22,903,539	DepreciationAmt
Book Value	$7,429,298	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,469,304	OtherCostOrOtherBasisAmt
Book Value	$4,469,304	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$46,239,800	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	FUNDS HELD IN TRUST	Desc
Book Value	$5,466,931	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$5,466,931	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM WESTERLY HOSPITAL FOUNDATION	$2,390,255
DUE FROM VISITING NURSES ASSOCIATION	$3,721
RIGHT OF USE ASSET - LTO	$707,198
DUE FROM YALE NEW HAVEN HEALTH SERVICES	$4,701,986
THIRD PARTY PAYOR RECEIVABLE	$3,957,000
GIFT ANNUITY	$5,043
DUE FROM NORTHEAST MEDICAL GROUP PATIENT TRANSFERS RECEIVABLE	$12,720

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$11,777,923	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (13 entries)

DescDesc	AmtAmt
3RD PARTY PAYOR SETTLEMENTS	$1,185,073
ASSET RETIREMENT OBLIGATION	$1,315,302
DUE TO LAWRENCE+MEMORIAL HOSPITAL	$80,807,678
DUE TO L+M HOSPITAL LT LOAN	$11,146,922
DUE TO SR ANNE VIRGINIE GRIMES	$1,653
LEASE LIABILITY LTO - CURRENT	$133,732
DUE TO NORTHEAST MEDICAL GROUP	$586,081
DUE TO YNH HEALTH SERVICES HUMAN RESOURCE COMPANY	$2,183,871
DUE TO GREENWICH HOSPITAL	$60,567
DUE TO BRIDGEPORT HOSPITAL	$145,357
ACCRUED LIABILITY - PERMANENT	$1,305,245
DUE TO YALE NEW HAVEN HOSPITAL	$133,690
CORPORATE TAXES - PROPERTY	$2,948

Field	Value	IRS element (for citing)
Total Liability	$99,008,119	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE ORGANIZATION'S ENDOWMENT FUND FUNCTIONS TO SUPPORT AND PROVIDE INCOME FOR THE FURTHERANCE OF THE HEALTH CARE MISSION OF LMW HEALTHCARE, INC.

PART X, LINE 2:

LMW HEALTHCARE INC IS INCLUDED WITHIN THE WESTERLY HOSPITAL DISCLOSURES IN THE CONSOLIDATED FINANCIAL STATEMENTS OF 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, WHICH ARE NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS, HAVE BEEN MADE FOR THE TAXABLE ENTITIES LISTED ABOVE UNDER THE DESCRIPTION OF THE SYSTEM. THE SYSTEM TO EVALUATE TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SYSTEM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE SYSTEM RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THIS EVALUATION HAD NO IMPACT ON THE OPERATIONS OF THE SYSTEM AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2024 AND 2023.

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	250.000000000000	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	550.000000000000	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (1)	ExpensesExceedBudgetInd
Unable To Provide Care	0	UnableToProvideCareInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	3746	PersonsServedCnt
Total Community Benefit Expns	$2,473,174	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,468,419	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,004,755	NetCommunityBenefitExpnsAmt
Total Expense	0.00660	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	12896	PersonsServedCnt
Total Community Benefit Expns	$16,047,696	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$11,910,106	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,137,590	NetCommunityBenefitExpnsAmt
Total Expense	0.02720	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Persons Served	16642	PersonsServedCnt
Total Community Benefit Expns	$18,520,870	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$13,378,525	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,142,345	NetCommunityBenefitExpnsAmt
Total Expense	0.03380	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	10	ActivitiesOrProgramsCnt
Persons Served	126	PersonsServedCnt
Total Community Benefit Expns	$106,665	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,282	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$104,383	NetCommunityBenefitExpnsAmt
Total Expense	0.00070	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Activities Or Programs	2	ActivitiesOrProgramsCnt
Persons Served	88	PersonsServedCnt
Total Community Benefit Expns	$257,968	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$257,968	NetCommunityBenefitExpnsAmt
Total Expense	0.00170	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	1726	PersonsServedCnt
Total Community Benefit Expns	$7,561,072	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$5,416,422	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,144,650	NetCommunityBenefitExpnsAmt
Total Expense	0.01410	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	3	ActivitiesOrProgramsCnt
Persons Served	429	PersonsServedCnt
Total Community Benefit Expns	$6,685,185	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,685,185	NetCommunityBenefitExpnsAmt
Total Expense	0.04390	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	16	ActivitiesOrProgramsCnt
Persons Served	2369	PersonsServedCnt
Total Community Benefit Expns	$14,610,890	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$5,418,704	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$9,192,186	NetCommunityBenefitExpnsAmt
Total Expense	0.06040	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	16	ActivitiesOrProgramsCnt
Persons Served	19011	PersonsServedCnt
Total Community Benefit Expns	$33,131,760	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$18,797,229	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$14,334,531	NetCommunityBenefitExpnsAmt
Total Expense	0.09420	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$1,000	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,000	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	1	ActivitiesOrProgramsCnt
Total Community Benefit Expns	$1,000	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,000	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$3,210,000	BadDebtExpenseAmt
Reimbursed By Medicare	$34,846,401	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$44,271,072	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$9,424,671	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost Accounting System	Yes (X)	CostAccountingSystemInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

Field	Value	IRS element (for citing)
Business Name Line1	1 NONE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LMW HEALTHCARE INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25 WELLS STREET	AddressLine1Txt
City	WESTERLY	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02891	ZIPCd

Field	Value	IRS element (for citing)
Website Address	HTTP://WESTERLYHOSPITAL.ORG	WebsiteAddressTxt
State License	HOS00129	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	LMW HEALTHCARE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	0	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	0	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (1)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	21	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (1)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (1)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (1)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	21	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (1)	StrategyPostedWebsiteInd
Strategy Website URL	SEE PART V, SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	250.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	550.000000000000	FPGFamilyIncmLmtDscntCarePct
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (1)	ExplainedBasisInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE PART V, SECTION C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE PART V, SECTION C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE PART V, SECTION C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
LMW HEALTHCARE, INC.	PART V, SECTION B, LINE 5: COMMUNITY ENGAGEMENT AND FEEDBACK WERE AN INTEGRAL PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. LMW HEALTHCARE INC 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.
LMW HEALTHCARE, INC.	PART V, SECTION B, LINE 6A: LMW HEALTHCARE INC PARTICIPATED IN A STATEWIDE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) LED BY THE HOSPITAL ASSOCIATION OF RHODE ISLAND (HARI) AND ITS MEMBER HOSPITALS.
LMW HEALTHCARE, INC.	PART 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 WESTERLY COMMUNITY. THIS INCLUDED THE HEALTH IMPACT COLLABORATIVE OF GREATER WESTERLY AND AGE FRIENDLY WESTERLY, 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.SCHEDULE H, PART V, SEC B, LINE 7A AND 10A:HTTPS://WWW.WESTERLYHOSPITAL.ORG/ABOUT/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX
LMW HEALTHCARE, INC.	PART V, SECTION B, LINE 11: LMW HEALTHCARE, INC. 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 OF GREATER WESTERLY: 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 ALIGN WITH STATEWIDE EFFORTS IN RHODE ISLAND AND CONNECTICUT.
LMW HEALTHCARE, INC.	PART V, SECTION B, LINE 13H: THESE PROGRAMS COVER EMERGENCY AND OTHER MEDICALLY NECESSARY CARE ONLY.
SCHEDULE H, PART V, SECTION B, LINE 16A, 16B AND 16C:	HTTPS://WWW.WESTERLYHOSPITAL.ORG/PATIENTS-VISITORS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE.ASPX

Field	Value	IRS element (for citing)
Facility	5	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
1 - LMW HEALTHCARE LAB
45 WELLS STREET	WESTERLY	RI	02891	BLOOD DRAW CENTER
2 - LMW HEALTHCARE LAB
25 WELLS STREET	WESTERLY	RI	02891	BLOOD DRAW CENTER
3 - GENERAL SURGERY
45 WELLS STREET	WESTERLY	RI	02891	GENERAL SURGERY
4 - MORGAN MEDICAL BUILDING
45 WELLS STREET	WESTERLY	RI	02891	REHAB, GASTROENTEROLOGY, GENERAL SURGERY, INTERNAL AND FAMILY MEDICINE, OBGY
5 - SMILOW CANCER HOSPITAL CARE CENTER
25 WELLS STREET	WESTERLY	RI	02891	CANCER HOSPITAL CARE CENTER

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3C:	IT IS THE PHILOSOPHY AND POLICY OF LMW HEALTHCARE INC THAT MEDICALLY NECESSARY HEALTH CARE SERVICES SHOULD BE AVAILABLE TO ALL INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY.CHARITY CARE APPLIES TO ALL UNINSURED PATIENTS (DEFINED AS EARNING LESS THAN 250% OF THE POVERTY GUIDELINES). CARE WILL BE PROVIDED FREE FOR THOSE UNINSURED PATIENTS WHO REQUEST ASSISTANCE AND VERIFY THEIR ANNUAL INCOME IS LESS THAN 250% OF THE FEDERAL INCOME POVERTY LEVEL ("FPL").
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:	LMW HEALTHCARE INC., 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.LMW HEALTHCARE INC. 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, LMW HEALTHCARE INC. 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 FY 2024, LMW HEALTHCARE, INC. PROVIDED $1,000 IN FINANCIAL RESOURCES TO SUPPORT EVENTS THAT SUPPORT COMMUNITY ENGAGEMENT.THROUGH THE WORK OF THE AGE FRIENDLY WESTERLY INITIATIVE, LMW HEALTHCARE INC. IS SUPPORTING WORK ACROSS THE AARP DOMAINS OF LIVABILITY FOR OLDER RESIDENTS WHICH INCORPORATE EFFORTS ON SOCIAL DETERMINANTS. INITIAL EFFORTS HAVE INCLUDED STRATEGIES TO ADDRESS HOUSING NEEDS IN GREATER WESTERLY, INCLUDING THE DEVELOPMENT OF WESTERLY VILLAGE, A SYSTEM OF MUTUAL AID THAT SUPPORTS OLDER RESIDENTS IN STAYING IN THEIR HOMES SAFELY.
PART III, LINE 2:	IN ACCORDANCE WITH THE ESTABLISHED POLICIES OF THE HOSPITAL, DURING THE REGISTRATION, BILLING AND COLLECTION PROCESS A PATIENT'S ELIGIBILITY FOR FREE CARE FUNDS IS DETERMINED. FOR PATIENTS WHO WERE DETERMINED BY THE HOSPITAL TO HAVE THE ABILITY TO PAY BUT DID NOT, THE UNCOLLECTED AMOUNTS ARE BAD DEBT EXPENSE. THE HOSPITAL'S COST ACCOUNTING SYSTEM UTILIZES PATIENT-SPECIFIC DATA TO ACCUMULATE AND DERIVE COSTS RELATED TO THESE BAD DEBT ACCOUNTS.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 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:	LMW HEALTHCARE INC ("WESTERLY HOSPITAL") IS INCLUDED IN THE CONSOLIDATED YALE NEW HAVEN HEALTH SERVICES CORPORATION AUDITED FINANCIAL STATEMENTS. FOLLOWING IS THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS: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 CHARGE. THIS AMOUNT SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE THE RATES PAID BY MEDICARE DO NOT ACCURATELY REFLECT THE COST OF CARE PROVIDED BY LMW HEALTHCARE. LMW HEALTHCARE MUST SUBSIDIZE THE COST OF CARE TO MEDICARE BENEFICIARIES WITH OTHER REVENUES.
PART III, LINE 9B:	IN ACCORDANCE WITH ITS WRITTEN CREDIT AND COLLECTION POLICY, LMW HEALTHCARE INC WILL NOT PURSUE COLLECTION EFFORTS, DIRECTLY OR THROUGH COLLECTION AGENCIES, ON THE PORTION OF A PATIENT'S BILL FOR WHICH THAT PATIENT HAS ESTABLISHED ELIGIBILITY FOR CHARITY CARE.
PART VI, LINE 2:	COMMUNITY NEEDS ARE ROUTINELY REVIEWED AND ADDRESSED AS PART OF THE OPERATIONS AND SERVICE LINE TEAMS AT LMW HEALTHCARE. 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:	IN ACCORDANCE WITH ITS CHARITY CARE POLICY, LMW HEALTHCARE NOTIFIES PATIENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE USING SEVERAL METHODS.1) SIGNAGE INDICATING THE AVAILABILITY OF CHARITY CARE IS POSTED IN ENGLISH AND SPANISH IN PATIENT ACCOUNTS, HEALTH ACCESS MANAGEMENT AND CERTAIN CLINICAL AREAS. SUMMARIES OF THE PROGRAMS WILL ALSO BE AVAILABLE IN THOSE AREAS.2) PATIENT FINANCIAL ADVISORS WILL ATTEMPT TO VISIT ALL INPATIENTS REGISTERED AS SELF PAY PATIENTS. A SUMMARY EXPLAINING CHARITY CARE WILL BE GIVEN TO THE PATIENT OR GUARANTOR WHEN THIS VISIT OCCURS.3) PATIENTS WITH NO INSURANCE WILL RECEIVE AN INITIAL LETTER WITHIN ONE WEEK OF DISCHARGE INFORMING THEM THEY ARE CONSIDERED "UNINSURED". IT IS THE RESPONSIBILITY OF THE PATIENT TO ADVISE LMW IF THEY BELIEVE THEY QUALIFY AS "UNINSURED" (AT OR UNDER 250% OF THE FPG).4) A SERIES OF MONTHLY STATEMENTS WILL BE SENT FOLLOWING DISCHARGE. EACH STATEMENT WILL REMIND THE PATIENT OF THE AVAILABILITY OF CHARITY CARE.
PART VI, LINE 4:	TO DEFINE COMMUNITY FOR COMMUNITY HEALTH NEEDS ASSESSMENT PURPOSES, WESTERLY HOSPITAL USES A GEOGRAPHIC APPROACH FOCUSING 11 ZIP CODES SPANNING THE SOUTHWEST AND CENTRAL PORTIONS OF WASHINGTON COUNTY, RHODE ISLAND. THESE COMMUNITIES ARE SERVED BY WESTERLY 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 WESTERLY, LMW HEALTHCARE 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 WESTERLY REGION HAS A POPULATION OF 48,579. THE LIFE EXPECTANCY IN WASHINGTON COUNTY IS 81.0 YEARS COMPARED TO 79.8 IN RHODE ISLAND. THE LIFE EXPECTANCY RATE FOR WASHINGTON COUNTY RESIDENTS OF ASIAN ETHNICITY IS 89 AND 89.9 FOR LATINX ORIGIN. IN GREATER WESTERLY APPROXIMATELY 95% OF THE TOTAL POPULATION IDENTIFIED AS WHITE COMPARED TO 92.9% IN WASHINGTON COUNTY, 80.5% IN RHODE ISLAND AND 72.5% IN THE UNITED STATES. WESTERLY IS A DESIGNATED AGE-FRIENDLY COMMUNITY AND IS DEDICATED TO SUPPORTING PROGRAMS AND INITIATIVES THAT ENHANCE HEALTH, PARTICIPATION, AND SECURITY OF OLDER ADULTS. THE OLDER ADULT (65 AND OVER) IN WESTERLY (22%) AND WASHINGTON COUNTY (19.9%) ARE HIGHER THAN THE STATE OF RHODE ISLAND (16.8%).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. WASHINGTON COUNTY ($85,531) HAS THE HIGHEST MEDIAN HOUSEHOLD INCOME IN RHODE ISLAND, COMPARED TO ONLY $67,167 IN THE STATE. DISPARITIES EXIST WITHIN THE COUNTY WHERE 8.6% OF PEOPLE ARE IN POVERTY, 9.2% OF CHILDREN IN POVERTY, AND 5.7% OF OLDER ADULTS (65 AND OVER). THE PROPORTION OF RESIDENTS IN WASHINGTON COUNTY WITH A BACHELOR'S DEGREE OR HIGHER (46.1%) WAS HIGHER THAN THE STATE OVERALL (34.2%). HOWEVER, ONLY 34% OF LATINX ORIGIN AND 31.3% OF INDIVIDUALS IDENTIFYING AS BLACK / AFRICAN AMERICAN HOLD A BACHELOR'S DEGREE. IN WASHINGTON COUNTY 5.1% OF THE POPULATION HAS LESS THAN A HIGH SCHOOL DIPLOMA AND 22.8% ARE HIGH SCHOOL GRADUATES OR HAVE A GED.
PART VI, LINE 5:	AS A COMMUNITY HEALTH CARE SERVICES PROVIDER, LMW HEALTHCARE INC. REMAINS ATTENTIVE TO HEALTH AND WELL-BEING THROUGH EDUCATION, OUTREACH, AND OTHER INNOVATIVE SERVICES. DURING FISCAL YEAR 2024, LMW HEALTHCARE INC. INVESTED OVER $14.3 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.LMW HEALTHCARE INC. 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 337 MEMBERS OF THE WESTERLY HOSPITAL MEDICAL STAFF. LMW HEALTHCARE INC. IS A 125-BED HOSPITAL WITH 3,614 INPATIENT DISCHARGES AND 109,314 AMBULATORY ENCOUNTERS IN 2024. LMW HEALTHCARE INC. PROVIDES WASHINGTON (RHODE ISLAND) AND NEW LONDON (CONNECTICUT) COUNTY RESIDENTS WITH A WIDE ARRAY OF MEDICAL, SURGICAL, LABORATORY AND REHABILITATIVE SERVICES. IT OFFERS INTERVENTIONAL PAIN MANAGEMENT, WOUND CARE AND ANTICOAGULATION CLINIC AND CARDIAC PULMONARY REHABILITATION SERVICES. IT IS ALSO THE SITE OF THE FIRST SMILOW CANCER HOSPITAL CARE CENTER IN RHODE ISLAND. LMW HEALTHCARE INC. IS ONE OF THE LARGEST PRIVATE EMPLOYERS IN WESTERLY WITH 756 EMPLOYEES IN 2024.
PART VI, LINE 6:	THE ENTITIES OF LAWRENCE+MEMORIAL HEALTHCARE INCLUDING LMW HEALTHCARE, THE (VNASC), AND LAWRENCE+MEMORIAL 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 LMW HEALTHCARE 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 STATES	RI

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
SPECIAL PATIENT PURCHASES (PATIENT RELATIONS)	4	$9,658	FMV	VOUCHERS
MEDICAL TRANSPORTATION		$4,739	FMV	VOUCHERS

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	LMW HEALTHCARE, INC. MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED BUT LMW HEALTHCARE INC. DOES NOT MONITOR SPECIFIC FUNDS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM ASELTYNE
SECR./TRUSTEE (CURRENT YR COMP)	$0	$994,590	$0	$121,800	$0	$141,095	$0	$177,200	$0	$16,225	$0	$1,450,910	$0	$0
WILLIAM 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 COMP)	$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	$111,679	$446,715	$14,789	$59,155	$12,247	$48,987	$52,180	$208,720	$4,721	$18,883	$195,616	$782,460	$0	$0
DENISE FIORE
FORMER OFFICER	$0	$0	$0	$92,423	$0	$455,326	$0	$0	$0	$0	$0	$547,749	$0	$212,000
KAREN DAVIS
CLINICAL CARE COORDINATOR	$259,533	$0	$6,013	$0	$115	$0	$16,466	$0	$25,724	$0	$307,851	$0	$0	$0
KIMBERLY DUFFICY
NURSE MANAGER	$216,658	$0	$13,077	$0	$272	$0	$26,795	$0	$60	$0	$256,862	$0	$0	$0
STEPHEN ALLEGRETTO
FORMER OFFICER	$0	$0	$0	$0	$0	$211,813	$0	$0	$0	$0	$0	$211,813	$0	$148,063
KARL NG
CLINICAL PHARMACIST	$183,622	$0	$4,171	$0	$303	$0	$12,385	$0	$11,077	$0	$211,558	$0	$0	$0
JULIA SMITH
REGISTERED NURSE	$165,401	$0	$4,014	$0	$378	$0	$8,811	$0	$20,810	$0	$199,414	$0	$0	$0
STACEY FIORE
REGISTERED NURSE	$161,386	$0	$3,958	$0	$374	$0	$4,943	$0	$28,414	$0	$199,075	$0	$0	$0
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 ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3	THE 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 4B	THE INDIVIDUAL(S) LISTED BELOW PARTICIPATE 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 - $ 207,100 - RICHARD LISITANO - $ 145,600 - PATRICK GREEN - $ 114,315 - 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 INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) 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 - PATRICK GREEN - $ 157,810 THE FOLLOWING REPORTED INDIVIDUAL(S) RECEIVED A PAYMENT FROM A NONQUALIFIED PLAN. THE PAYMENT WAS MADE DIRECTLY TO THE INDIVIDUAL(S) FROM THE RABBI TRUST AND REPORTED IN THE INDIVIDUALS' 2023 FORM W-2 ISSUED BY THE RABBI TRUST. STEPHEN ALLEGRETTO $58,565 DENISE FIORE $49,614
PART I, LINE 7	THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4	WESTERLY HOSPITAL, A MEMBER OF YALE NEW HAVEN HEALTH SYSTEM ("YNHHS"), WESTERLY HOSPITAL IS A 125-BED HOSPITAL THAT HAS BEEN PROVIDING RESIDENTS OF SOUTHERN RHODE ISLAND AND SOUTHEASTERN CONNECTICUT WITH A FULL RANGE OF INPATIENT AND OUTPATIENT SERVICES IN A COMMUNITY HOSPITAL SETTING FOR ALMOST 100 YEARS. WESTERLY HOSPITAL, PART OF THE YALE NEW HAVEN HEALTH SYSTEM NETWORK OF FIVE HOSPITALS, ENSURES PATIENTS RECEIVE THE FINEST QUALITY TREATMENT IN THE FOLLOWING AREAS OF CARE: EMERGENCY, MEDICAL, SURGICAL, RADIOLOGY, LABORATORY AND REHABILITATIVE SERVICES. THE HOSPITAL ALSO OFFERS HEART AND VASCULAR CARE, INTERVENTIONAL PAIN MANAGEMENT, WOUND CARE, PULMONARY REHABILITATION SERVICE AND INPATIENT GERIATRIC PSYCHIATRIC CARE. ATTESTING TO ITS MISSION OF PROVIDING PATIENT-CENTERED CARE, WESTERLY HOSPITAL WAS RECOGNIZED WITH PRESS GANEY'S 2023 GUARDIAN OF EXCELLENCE - PATIENT EXPERIENCE - MEDICAL PRACTICE SERVICE AWARD, SPECIFICALLY FOR THE CLINICIANS AT SMILOW CANCER HOSPITAL AT WESTERLY. THE PRESS GANEY AWARD IS THE ORGANIZATION'S ANNUAL RANKING OF THE TOP HOSPITALS AND HEALTH SYSTEMS IN THE COUNTRY, ACCORDING TO PERFORMANCE IN PATIENT EXPERIENCE. THE GUARDIAN OF EXCELLENCE AWARD IS GIVEN TO ORGANIZATIONS THAT HAVE ACHIEVED THE 95TH PERCENTILE OR HIGHER FOR PERFORMANCE IN PATIENT EXPERIENCE. PRESS GANEY WORKS WITH MORE THAN 41,000 HEALTHCARE FACILITIES TO ENHANCE CAREGIVER RESILIENCE AND TO IMPROVE THE OVERALL SAFETY, QUALITY AND EXPERIENCE OF CARE. TO ASSIST IN EARLIER IDENTIFICATION OF PATIENTS WITH DETERIORATING CONDITIONS, WESTERLY HOSPITAL, AS PART OF THE YALE NEW HAVEN HEALTH SYSTEM, LAUNCHED ECART -- A MORE PRECISE TOOL IN PREDICTING ALL-CAUSE DETERIORATION IN PATIENTS. ECART USES 97 VARIABLES, COMPARED TO A PREVIOUS TOOL'S 26, ALONG WITH ARTIFICIAL INTELLIGENCE AND OTHER FUNCTIONS, TO GENERATE A SCORE. THE MEDICAL LABORATORY TEAM AT WESTERLY HOSPITAL EARNED A TWO-YEAR RE-ACCREDITATION FROM THE ACCREDITATION COMMITTEE OF THE COLLEGE OF AMERICAN PATHOLOGISTS (CAP). THE RE-ACCREDITATION IS BASED ON RESULTS FROM AN ON-SITE INSPECTION OF THE MEDICAL LABORATORY. RE-ACCREDITATION CONFIRMS THAT WESTERLY HOSPITAL MEETS OR EXCEEDS ALL OF CAP'S ACCREDITATION PROGRAMS AND STANDARDS. WESTERLY HOSPITAL'S MEDICAL LABORATORY IS ONE OF MORE THAN 8,000 CAP-ACCREDITED FACILITIES WORLDWIDE. WESTERLY HOSPITAL ALSO WAS RE-CERTIFIED BY THE JOINT COMMISSION FOR ITS ACUTE STROKE READY HOSPITAL PROGRAM, A VALIDATION THAT PATIENTS PRESENTING WITH STROKE SYMPTOMS WILL BE TREATED QUICKLY AND SAFELY TO PREVENT BRAIN LOSS. WITH THIS CERTIFICATION, DEVELOPED IN COLLABORATION WITH THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION, WESTERLY HOSPITAL BECAME BECOME PART OF A LARGER STROKE NETWORK OF HOSPITALS EQUIPPED TO EVALUATE, STABILIZE AND PROVIDE EMERGENCY CARE TO PATIENTS WITH ACUTE STROKE SYMPTOMS. WESTERLY WAS FIRST CERTIFIED IN 2019 AFTER IMPLEMENTING YALE NEW HAVEN HEALTH'S TELESTROKE PROGRAM WHICH PROVIDES 24/7 COMMUNICATION WITH STROKE-TRAINED NEUROLOGISTS. THE HOSPITAL'S MISSION ALSO EXTENDED BEYOND THE ORGANIZATION'S WALLS, IN ITS COMMITMENT TO SUPPORTING HEALTHY COMMUNITIES. WESTERLY HOSPITAL STAFF COORDINATED AND PARTICIPATED IN COMMUNITY HEALTH FAIRS, HEALTH EDUCATION SERIES, LUNG CANCER SCREENINGS, HEALTHY HEART ACTIVITIES AND STROKE AWARENESS SESSIONS OPEN TO THE PUBLIC. ADDRESSING FOOD SECURITY WITH THE COMMUNITIES SERVED BY THE HOSPITAL, STAFF PARTICIPATED IN YALE NEW HAVEN HEALTH'S ANNUAL #GIVEHEALTHY ONLINE FOOD DRIVE. COLLECTIVELY, HEALTH SYSTEM EMPLOYEES AND MEDICAL STAFF DONATED MORE THAN 21,950 POUNDS OF FOOD TO HUNGER-RELIEF ORGANIZATIONS IN WESTERLY, RHODE ISLAND, AS WELL AS THROUGHOUT CONNECTICUT AND PORT CHESTER, NY. PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. IN THE EVENT THAT THE ORGANIZATION DOES NOT RECEIVE A RESPONSE FROM ANY SUCH VOTING MEMBER, THE ORGANIZATION REVIEWS OTHER INFORMATION KNOWN TO IT REGARDING THE VOTING MEMBER AND MAKES A REASONABLE ASSESSMENT OF INDEPENDENCE BASED ON THAT INFORMATION.
FORM 990, PART V, LINE 1A:	LMW HEALTHCARE, INC. PAID VENDORS THROUGH AN AFFILIATED ENTITY, LAWRENCE + MEMORIAL HOSPITAL INC. (EIN-06-0646704). AS SUCH, ANY REQUIRED 1099'S TO BE FILED WERE ISSUED BY LAWRENCE + MEMORIAL HOSPITAL INC. FOR PAYMENTS MADE ON BEHALF OF THE FILING ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 2	BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES: CERTAIN OF THE ORGANIZATION'S CURRENT OFFICERS AND/OR TRUSTEES MAY SERVE AS OFFICERS AND/OR DIRECTORS OF TAX-EXEMPT AND TAXABLE AFFILIATES WITHIN THE ORGANIZATION'S CORPORATE SYSTEM OR JOINT VENTURES IN WHICH THE ORGANIZATION'S CORPORATE SYSTEM HAS AN OWNERSHIP INTEREST. THE INDIVIDUAL OFFICERS AND/OR TRUSTEES DO NOT HAVE PERSONAL FINANCIAL INTERESTS IN SUCH AFFILIATES AND SERVE ONLY AS A FUNCTION OF THEIR ROLES WITH THE ORGANIZATION OR WITHIN THE ORGANIZATION'S CORPORATE SYSTEM.
FORM 990, PART VI, SECTION A, LINE 6	LAWRENCE + MEMORIAL CORPORATION IS THE SOLE MEMBER OF LMW HEALTHCARE, INC.
FORM 990, PART VI, SECTION A, LINE 7A	LAWRENCE + MEMORIAL CORPORATION, AS SOLE MEMBER OF LMW HEALTHCARE, INC., ELECTS THE BOARD OF TRUSTEES OF LMW HEALTHCARE, INC., 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 7B	THE 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 11B	THE 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 12C	LMW HEALTHCARE 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 15	FORM 990, PART VI, SECTION B, LINE 15A: COMPENSATION PROCESS FOR CEO/TOP OFFICIAL: THE TOP LMW HEALTHCARE 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 LMW HEALTHCARE 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 LMW HEALTHCARE. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS: CERTAIN OFFICERS ARE EMPLOYEES OF YNHHS, OTHER OFFICERS ARE EMPLOYED DIRECTLY BY THE HOSPITAL. COMPENSATION DETERMINATIONS OF YNHHS EMPLOYED OFFICERS ARE MADE BY THE YNHHS COMPENSATION COMMITTEE. COMPENSATION DETERMINATIONS OF CERTAIN HOSPITAL EMPLOYED OFFICERS ARE ALSO REVIEWED AND APPROVED BY THE YNHHS COMPENSATION COMMITTEE AND SHARED WITH THE HOSPITAL'S COMPENSATION COMMITTEE OR BOARD. THE COMPENSATION COMMITTEES OF YNHHS AND LMW HEALTHCARE STRIVE TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE YNHHS EXECUTIVE COMPENSATION COMMITTEES ARE RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ALL THEIR RESPECTIVE CORPORATE OFFICERS, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR CORPORATE OFFICERS, AND (3) REPORTING SUCH ACTIONS TO THE FULL LMW HEALTHCARE AND YNHHS BOARD ON AN ANNUAL BASIS, AS APPLICABLE. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEES, AS APPLICABLE, EXPRESSLY DETERMINE THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, AND ASSURES THAT ALL OFFICER COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE EXECUTIVES IN COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEES CONSIST OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER COMPENSATION DECISIONS MADE BY THE COMMITTEES. THE COMPARABILITY DATA USED TO ASSIST THE EXECUTIVE COMPENSATION COMMITTEES IN THEIR COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEES. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMPENSATION COMMITTEES ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEES, AND PROVIDED TO THE BOARDS OF YNHHS AND/OR THE HOSPITAL, AS APPLICABLE.
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF ALL AVAILABLE DOCUMENTS ARE ACCESSIBLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 10,489,884. MANAGEMENT AND GENERAL EXPENSES 929,541. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,419,425. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 9,526,990. MANAGEMENT AND GENERAL EXPENSES 844,216. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,371,206.
FORM 990, PART XI, LINE 9:	CHANGE IN FUNDS HELD IN TRUST BY OTHERS 864,892. NET ASSETS TRANSFERRED FROM WESTERLY HOSPITAL FOUNDATION

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
BRIDGEPORT HOSPITAL
267 GRANT STREET	BRIDGEPORT	CT	06610	060646554	HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORPORATION	Yes (1)
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STREET	BRIDGEPORT	CT	06610	222908698	SYSTEM SUPPORT SERVICES	CT	501C3	LINE 7	BRIDGEPORT HOSPITAL	Yes (1)
GREENWICH HOSPITAL
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	060646659	HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORPORATION	Yes (1)
HOME CARE PLUS INC
789 HOWARD AVE	NEW HAVEN	CT	06519	061044331	HOME HEALTHCARE SERVICES	CT	501C3	LINE 10	YALE NEW HAVEN CARE CONTINUUM CORP	Yes (1)
LAWRENCE MEMORIAL CORPORATION
365 MONTAUK AVENUE	NEW LONDON	CT	06320	222553028	PROMOTE HEALTHCARE	CT	501C3	LINE 12A, I	YALE NEW HAVEN HEALTH SERVICES CORPORATION	0
LAWRENCE MEMORIAL HOSPITAL INC
365 MONTAUK AVENUE	NEW LONDON	CT	06320	060646704	HEALTHCARE SERVICES	CT	501C3	LINE 3	LAWRENCE MEMORIAL CORPORATION	Yes (1)
NORTHEAST MEDICAL GROUP INC
99 HAWLEY LANE	STRATFORD	CT	06614	061330992	HEALTHCARE SERVICES	CT	501C3	LINE 10	YALE NEW HAVEN HEALTH SERVICES CORPORATION	Yes (1)
NORTHEAST MEDICAL GROUP PLLC
99 HAWLEY LANE	STRATFORD	CT	06614	352380180	HEALTHCARE SERVICES	CT	501C3	LINE 12A, I	NORTHEAST MEDICAL GROUP INC	Yes (1)
PERRYRIDGE CORPORATION
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	061207316	SYSTEM SUPPORT SERVICES	CT	501C3	LINE 10	GREENWICH HOSPITAL	Yes (1)
SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
267 GRANT STREET	BRIDGEPORT	CT	06610	061297708	TITLE HOLDING	CT	501C2		BRIDGEPORT HOSPITAL	Yes (1)
THE WESTERLY HOSPITAL FOUNDATION INC
25 WELLS STREET	WESTERLY	RI	02891	050508064	FUNDRAISING SERVICES	RI	501C3	LINE 12A, I	LMW HEALTHCARE INC	Yes (1)
VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC
403 NORTH FRONTAGE ROAD	WATERFORD	CT	06385	060646616	HOME HEALTHCARE SERVICES	CT	501C3	LINE 10	LAWRENCE MEMORIAL CORPORATION	Yes (1)
WESTERLY HOSPITAL AUXILIARY INC
25 WELLS STREET	WESTERLY	RI	02891	222507181	FUNDRAISING ACTIVITIES	RI	501C3	LINE 12A, I	LMW HEALTHCARE INC	Yes (1)
YALE NEW HAVEN CARE CONTINUUM CORP
789 HOWARD AVE	NEW HAVEN	CT	06519	455235566	NURSING HOME	CT	501C3	LINE 3	YALE NEW HAVEN HOSPITAL	Yes (1)
YALE NEW HAVEN HEALTH SERVICES CORP
789 HOWARD AVE	NEW HAVEN	CT	06519	222529464	SYSTEM SUPPORT SERVICES	CT	501C3	LINE 12A, I		0	N/A
YALE NEW HAVEN HOSPITAL
20 YORK STREET	NEW HAVEN	CT	06504	060646652	HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORPORATION	Yes (1)
YNH HEALTH AT HOME INC
789 HOWARD AVE	NEW HAVEN	CT	06519	922465235	HOME HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORPORATION	Yes (1)
YNH MANCHESTER MEMORIAL HOSPITAL INC
789 HOWARD AVE	NEW HAVEN	CT	06519	922374918	HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORPORATION	Yes (1)
YNH WATERBURY HOSPITAL INC
789 HOWARD AVE	NEW HAVEN	CT	06519	922353660	HEALTHCARE SERVICES	CT	501C3	LINE 3	YALE NEW HAVEN HEALTH SERVICES CORPORATION	Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST
20 YORK STREET	NEW HAVEN	CT	06510	271374301	INVESTMENT	DE	N/A	0	0
YNHHSCUSP SURGERY CENTERS LLC
15305 DALLAS PKWY STE 1600	ADDISON	TX	75001	384021595	HEALTHCARE SERVICES	CT	N/A	0	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
CORPORATE PROFESSIONAL BUSINESS SERVICESINC
789 HOWARD AVE	NEW HAVEN	CT	06519	061467717	MANAGEMENT SERVICES	CT	N/A	C	Yes (1)
GREENWICH FERTILITY & IVF PC
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	300145464	HEALTHCARE SERVICES	CT	N/A	C	Yes (1)
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	453833883	HEALTHCARE SERVICES	NJ	N/A	C	Yes (1)
GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC
5 PERRYRIDGE ROAD	GREENWICH	CT	06830	061540101	HEALTHCARE SERVICES	NY	N/A	C	Yes (1)
L & M SYSTEMS INC
365 MONTAUK AVENUE	NEW LONDON	CT	06320	222553037	HEALTHCARE RELATED SERVICES	CT	N/A	C	Yes (1)
L&M HOME CARE SERVICES INC
365 MONTAUK AVENUE	NEW LONDON	CT	06320	061389272	HOME THERAPY	CT	N/A	C	Yes (1)
MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC
50 YORK STREET	NEW HAVEN	CT	06511	061087673	PHARMACY	CT	N/A	C	Yes (1)
YALE NEW HAVEN AMBULATORY SERVICES
40 TEMPLE STREET	NEW HAVEN	CT	06510	061398526	HEALTHCARE SERVICES	CT	N/A	C	Yes (1)
YNHH-PHYSICIANS CORP
789 HOWARD AVE	NEW HAVEN	CT	06519	061202305	ADMINISTRATIVE SERVICES	CT	N/A	C	Yes (1)
CHARLES A MORGAN TUW CO LMW HEALTHCARE
PO BOX 830269	DALLAS	TX	75283		CHARITABLE REMAINDER TRUST	RI		T	Yes (1)	$5,466,931	1.00000
URGENT CARE MEDICAL ASSOCIATES OF MA LLC
1210 BOYLSTON STREET	BROOKLINE	MA	02467	933649266	URGENT CARE SERVICES	MA	N/A	C	Yes (1)
URGENT CARE MEDICAL OF NEW YORK LLC
31 OLD ROUTE 7	BROOKFIELD	CT	06804	814526538	URGENT CARE SERVICES	MA	N/A	C	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (1)	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (13 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
CHARLES A MORGAN TRUST
C	$204,189	COST
LAWRENCE AND MEMORIAL HOSPITAL INC
S	$9,053,309	COST
LAWRENCE AND MEMORIAL HOSPITAL INC
I	$909,330	COST
LAWRENCE AND MEMORIAL HOSPITAL INC
M	$1,944,441	COST
LAWRENCE AND MEMORIAL HOSPITAL INC
O	$4,863,607	COST
LAWRENCE AND MEMORIAL HOSPITAL INC
Q	$12,757,868	COST
LAWRENCE AND MEMORIAL HOSPITAL INC
R	$11,565,764	COST
NORTHEAST MEDICAL GROUP INC
J	$208,182	COST
YALE NEW HAVEN HOSPITAL INC
P	$417,074	COST
YALE NEW HAVEN HOSPITAL INC
S	$2,994,099	COST
YALE NEW HAVEN HOSPITAL INC
M	$672,233	COST
YALE NEW HAVEN HOSPITAL INC
O	$79,821	COST
THE WESTERLY HOSPITAL FOUNDATION INC
R	$144,077	COST