YALE NEW HAVEN HEALTH SERVICES CORPORATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- YALE NEW HAVEN HEALTH SERVICES CORPORATION (EIN 22-2529464)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201712269349302556
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T14:59:13-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222529464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE NEW HAVEN HEALTH SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YALE | BusinessNameControlTxt |
| Phone | 2036886088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT TAMMARO | PersonNm |
| Person Title | EXECUTIVE VP & CFO | PersonTitleTxt |
| Phone | 2036886088 | PhoneNum |
| Signature | 2017-08-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP E GROFF | PreparerPersonNm |
| PTIN | P01247783 | PTIN |
| Phone | 2672561756 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARNA BORGSTROM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $565,851,056 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YNHHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2398 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $2,711,626 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $268,200 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $432,503,091 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $503,368,906 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,199 | PYInvestmentIncomeAmt |
| CY Investment Income | $618,521 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,317,278 | PYOtherRevenueAmt |
| CY Other Revenue | $11,059,363 | CYOtherRevenueAmt |
| PY Total Revenue | $449,852,568 | PYTotalRevenueAmt |
| CY Total Revenue | $515,046,790 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $308,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $496,122 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $238,244,115 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $254,461,742 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $191,700,930 | PYOtherExpensesAmt |
| CY Other Expenses | $238,664,336 | CYOtherExpensesAmt |
| PY Total Expenses | $430,253,545 | PYTotalExpensesAmt |
| CY Total Expenses | $493,622,200 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,599,023 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,424,590 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,306,178,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,600,675,101 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,150,284,622 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,146,369,896 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $155,893,581 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $454,305,205 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FURTHER INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, RESEARCH AND SERVICE TO ITS COMMUNITIES AND SUPPORT ITS MEMBER HEALTHCARE ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $386,546,152 | ExpenseAmt |
| Grant | $496,122 | GrantAmt |
| Revenue | $512,150,678 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $386,546,152 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 435 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | 0 | BackupWthldComplianceInd |
| Employee | 2398 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENIS DONEGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036886088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 HOWARD AVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06519 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARNA BORGSTROM | |||||||||
| PRESIDENT & CEO | 16.00 | 24.00 | Yes (X) | Yes (X) | $1,186,658 | $1,779,987 | $892,153 | ||
| VINCENT CALARCO | |||||||||
| SECRETARY & TRUSTEE | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CRESPO | |||||||||
| CHAIRMAN & TRUSTEE | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY FARRELL | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS KETCHUM | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LAHEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN LENDER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA MCNAMARA | |||||||||
| VICE CHAIR & TRUSTEE | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NEWMAN MARSILIUS III | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA MILLER | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN POLAK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MEREDITH REUBEN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SALOVEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLIOT SUSSMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES TORGERSON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN TOWSEND III | |||||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLTON HIGHSMITH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R ALAN HUNTER - EFF 9816 | |||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN ALLEGRETTO | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $15,132 | $531,120 | $203,129 | |||
| WILLIAM ASELTYNE | |||||||||
| SR. VP | 8.00 | 32.00 | Yes (X) | $169,824 | $746,163 | $274,107 | |||
| DANIEL BARCHI - END 113015 | |||||||||
| SR. VP | 8.00 | 32.00 | Yes (X) | $180,868 | $723,473 | $268,462 | |||
| GAYLE CAPOZZALO | |||||||||
| EXECUTIVE VP | 40.00 | 0.00 | Yes (X) | $1,462,558 | $0 | $38,285 | |||
| EUGENE COLUCCI | |||||||||
| VP | 4.00 | 36.00 | Yes (X) | $61,119 | $550,067 | $208,734 | |||
| RICHARD D'AQUILA | |||||||||
| EXECUTIVE VP | 8.00 | 32.00 | Yes (X) | $373,369 | $1,493,476 | $474,585 | |||
| MICHAEL DIMENSTEIN | |||||||||
| VP (CURRENT YEAR COMP) | 2.00 | 38.00 | Yes (X) | $18,836 | $452,101 | $82,711 | |||
| MICHAEL DIMENSTEIN | |||||||||
| VP (VESTED DEFERRED COMP) | 2.00 | 38.00 | Yes (X) | $46,576 | $1,117,798 | $0 | |||
| WILLIAM GEDGE - RET 93016 | |||||||||
| SR. VP (CURRENT YEAR COMP) | 40.00 | 0.00 | Yes (X) | $794,459 | $0 | $156,451 | |||
| WILLIAM GEDGE - RET 93016 | |||||||||
| SR. VP (VESTED DEFERRED COMP) | 40.00 | 0.00 | Yes (X) | $3,498,400 | $0 | $0 | |||
| WILLIAM JENNINGS | |||||||||
| EXECUTIVE VP | 8.00 | 32.00 | Yes (X) | $227,181 | $908,724 | $317,179 | |||
| ALAN KLIGER | |||||||||
| SR. VP | 1.00 | 39.00 | Yes (X) | $0 | $788,285 | $125,640 | |||
| NANCY LEVITT-ROSENTHAL | |||||||||
| VP | 8.00 | 32.00 | Yes (X) | $88,273 | $353,088 | $154,114 | |||
| PATRICK MCCABE | |||||||||
| SR. VP | 14.00 | 26.00 | Yes (X) | $251,241 | $466,589 | $249,847 | |||
| KEVIN MYATT | |||||||||
| SR. VP | 16.00 | 24.00 | Yes (X) | $324,823 | $487,235 | $266,850 | |||
| JAMES MORRIS | |||||||||
| VP | 2.00 | 38.00 | Yes (X) | $15,034 | $391,302 | $147,137 | |||
| CHRISTOPHER O'CONNOR | |||||||||
| EXECUTIVE VP & COO | 33.00 | 7.00 | Yes (X) | $1,210,574 | $0 | $388,215 | |||
| VINCENT PETRINI | |||||||||
| SR. VP | 1.00 | 39.00 | Yes (X) | $0 | $611,342 | $220,757 | |||
| CAROLYN SALSGIVER | |||||||||
| VP | 8.00 | 32.00 | Yes (X) | $79,095 | $316,380 | $156,693 | |||
| JOHN SKELLY | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $58,943 | $530,492 | $200,850 | |||
| JAMES STATEN - END 1216 | |||||||||
| EXECUTIVE VP, CFO & TREASURER | 16.00 | 24.00 | Yes (X) | $552,439 | $828,658 | $429,112 | |||
| VINCENT TAMMARO | |||||||||
| EXECUTIVE VP, CFO & TREASURER | 16.00 | 24.00 | Yes (X) | $268,535 | $402,804 | $235,088 | |||
| MELISSA TURNER | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $0 | $410,888 | $147,594 | |||
| DAVID WURCEL | |||||||||
| VP | 1.00 | 39.00 | Yes (X) | $0 | $568,234 | $109,551 | |||
| NORMAN ROTH | |||||||||
| EXECUTIVE VP | 8.00 | 32.00 | Yes (X) | $215,411 | $861,647 | $113,148 | |||
| PAMELA SCAGLIARINI | |||||||||
| SR. VP | 1.00 | 39.00 | Yes (X) | $0 | $505,853 | $108,905 | |||
| PRATHIBHA VARKEY MD-EFF 5216 | |||||||||
| SR. VP | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH BISSON | |||||||||
| VP | 40.00 | 0.00 | $494,210 | $0 | $88,448 | Yes (X) | |||
| STEPHEN CARBERY | |||||||||
| VP | 40.00 | 0.00 | $409,820 | $0 | $71,499 | Yes (X) | |||
| LISA STUMP | |||||||||
| VP | 40.00 | 0.00 | $420,495 | $0 | $73,290 | Yes (X) | |||
| RICHARD STAHL | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $628,275 | $0 | $30,528 | Yes (X) | |||
| MICHAEL ANGELINI | |||||||||
| VP | 40.00 | 0.00 | $382,676 | $0 | $86,156 | Yes (X) | |||
| FRANK CORVINO - RET 123114 | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $915,327 | $0 | $3,640 | Yes (X) | |||
| ROBERT NORDGRENMD-RET 32715 | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $383,437 | $134,377 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $14,350,151 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $16,209,143 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,457,235 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 548 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | CONSULTING | $9,987,101 |
| MASON INC | |||||
| 23 AMITY ROAD | BETHANY | CT | 06524 | CONSULTING | $5,774,168 |
| REGAN TECHNOLOGIES CORPORATION | |||||
| 860 N MAIN STREET EXT | WALLINGFORD | CT | 06492 | CONSULTING | $4,113,872 |
| TOWERS WATSON DELAWARE INC | |||||
| 901 NORTH GLEBE ROAD SUITE 600 | ARLINGTON | VA | 22203 | CONSULTING | $2,896,086 |
| TOBIN CARBERRY O'MALLEY | |||||
| 43 BROAD STREET | NEW LONDON | CT | 06320 | CONSULTING | $2,487,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 134 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT SERVICES | 900099 | $369,966,063 | $369,596,338 | $369,725 |
| SYSTEM SUPPORT SERVICES | 900099 | $45,252,540 | $45,188,230 | $64,310 |
| INSURANCE PREMIUMS | 900099 | $41,810,272 | $41,810,272 | |
| MANAGEMENT SERVICES-EPIC | 621990 | $29,940,224 | $29,940,224 | |
| EMERGENCY PREPAREDNESS PROGRAM | 900099 | $16,242,425 | $16,242,425 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,382 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $157,382 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $503,368,906 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,700 | TotalRevenueColumnAmt |
| Exclusion | $50,700 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,372,087 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,804,266 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $567,821 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $567,821 | TotalRevenueColumnAmt |
| Exclusion | $567,821 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER ANCILLARY INCOME | 900099 | $8,781,772 | $8,781,772 | |
| CORPORATE CONTRACTING | 621990 | $2,277,591 | $2,277,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,059,363 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $515,046,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $511,716,643 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,711,626 | UnrelatedBusinessRevenueAmt |
| Exclusion | $618,521 | 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 | $496,122 | TotalAmt |
| Program Services | $496,122 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,942,826 | TotalAmt |
| Management And General | $13,942,826 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,507,715 | TotalAmt |
| Program Services | $158,336,568 | ProgramServicesAmt |
| Management And General | $30,171,147 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,390,008 | TotalAmt |
| Program Services | $7,343,925 | ProgramServicesAmt |
| Management And General | $2,046,083 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,215,137 | TotalAmt |
| Program Services | $22,849,159 | ProgramServicesAmt |
| Management And General | $6,365,978 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,406,056 | TotalAmt |
| Program Services | $10,484,876 | ProgramServicesAmt |
| Management And General | $2,921,180 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,525,492 | TotalAmt |
| Management And General | $5,525,492 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,269,601 | TotalAmt |
| Management And General | $2,269,601 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,748,341 | TotalAmt |
| Program Services | $51,421,778 | ProgramServicesAmt |
| Management And General | $14,326,563 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,091,943 | TotalAmt |
| Program Services | $2,418,209 | ProgramServicesAmt |
| Management And General | $673,734 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,974,323 | TotalAmt |
| Program Services | $56,291,118 | ProgramServicesAmt |
| Management And General | $15,683,205 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,041,608 | TotalAmt |
| Program Services | $1,596,742 | ProgramServicesAmt |
| Management And General | $444,866 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,198,394 | TotalAmt |
| Program Services | $39,260,164 | ProgramServicesAmt |
| Management And General | $10,938,230 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,701,962 | TotalAmt |
| Program Services | $29,701,962 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TELEPHONE & DATA COMMUN | $6,465,938 | $5,057,010 | $1,408,928 |
| DUES, FEES & MEMBERSHIP | $1,225,636 | $958,570 | $267,066 |
| CLINICAL PROGRAM & MISC | $334,922 | $262,551 | $72,371 |
| BOOKS & SUBSCRIPTIONS | $86,176 | $67,398 | $18,778 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,622,200 | TotalAmt |
| Program Services | $386,546,152 | ProgramServicesAmt |
| Management And General | $107,076,048 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,319,141 | BOYAmt |
| EOY | $47,364,273 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,323,682 | BOYAmt |
| EOY | $945,789,133 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,266,846 | BOYAmt |
| EOY | $28,877,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $344,222,010 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $233,566,637 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,345,655 | BOYAmt |
| EOY | $110,655,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,740,825 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,131,949 | BOYAmt |
| EOY | $48,866,348 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $367,072,392 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,050,105 | BOYAmt |
| EOY | $52,050,105 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,178,203 | BOYAmt |
| EOY | $1,600,675,101 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,717,706 | BOYAmt |
| EOY | $103,938,861 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,406,928 | BOYAmt |
| EOY | $102,374,499 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,360,451 | BOYAmt |
| EOY | $810,532,314 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,799,537 | BOYAmt |
| EOY | $129,524,222 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,284,622 | BOYAmt |
| EOY | $1,146,369,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,893,581 | BOYAmt |
| EOY | $454,305,205 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,893,581 | BOYAmt |
| EOY | $454,305,205 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,178,203 | BOYAmt |
| EOY | $1,600,675,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,424,590 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $240,785,944 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $36,201,090 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| YALE NEW HAVEN HOSPITALINC | ||||
| 060646652 | 3 | Yes (1) | $0 | $0 |
| BRIDGEPORT HOSPITAL | ||||
| 060646554 | 3 | Yes (1) | $0 | $0 |
| GREENWICH HOSPITAL | ||||
| 060646659 | 3 | Yes (1) | $0 | $0 |
| NORTHEAST MEDICAL GROUP INC | ||||
| 061330992 | 9 | Yes (1) | $43,288,000 | $0 |
| LAWRENCE MEMORIAL HOSPITAL INC | ||||
| 060646704 | 3 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $43,288,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | 0 | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1 | IN ADDITION TO THE ORGANIZATIONS EXPRESSLY NAMED IN ITS CERTIFICATE OF INCORPORATION, THE ORGANIZATION'S CERTIFICATE OF INCORPORATION PROVIDES THAT IS SHALL SUPPORT SUCH OTHER ORGANIZATIONS AS MAY FROM TIME TO TIME BECOME AFFILIATED WITH THE ORGANIZATION. |
| PART IV, SECTION A, LINE 5 | EFFECTIVE SEPTEMBER 8, 2016, LAWRENCE + MEMORIAL CORPORATION ("LMC") AND ITS RELATED ORGANIZATIONS, INCLUDING LAWRENCE + MEMORIAL HOSPITAL AND WESTERLY HOSPITAL BECAME AFFILIATED WITH THE YALE NEW HAVEN HEALTH SYSTEM. AS A RESULT OF THE CLOSING OF THE AFFILIATION TRANSACTION, THE ORGANIZATION BECAME THE SOLE MEMBER OF LMC. THE GOVERNING DOCUMENTS OF THE ORGANIZATION WERE AMENDED TO EXPAND ITS SUPPORTED ORGANIZATIONS TO INCLUDE THE LMC DELIVERY NETWORK, AND THE GOVERNING DOCUMENTS OF THE LMC DELIVERY NETWORK ENTITIES WERE AMENDED TO REFLECT THE CHANGE IN MEMBER PURSUANT TO THE AFFILIATION. |
| PART IV, SECTION B, LINE 1 | AS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM, THE ORGANIZATION IS RESPONSIVE TO THE NEEDS AND DEMANDS OF ITS MEMBER HOSPITALS AND OTHER HEALTH CARE PROVIDERS (REFERRED TO AS DELIVERY NETWORKS). THE ORGANIZATION CREATES VALUE FOR THE DELIVERY NETWORKS AND SUPPORTS THEIR OPERATIONS BY CENTRALIZING CERTAIN ADMINISTRATIVE SERVICES WITHIN THE ORGANIZATION AND SPREADING THE COSTS OF THESE SERVICES ACROSS ALL OF THE DELIVERY NETWORKS. IN THIS WAY, THE DELIVERY NETWORKS OBTAIN THE SERVICES, EXPERTISE, INFRASTRUCTURE AND ECONOMIES OF SCALE OF A MUCH LARGER HEALTH SYSTEM. SYSTEM-WIDE SERVICES INCLUDE, IN PART, POPULATION HEALTH TECHNOLOGY, BILLING, INFORMATION TECHNOLOGY INFRASTRUCTURE, COMPLIANCE AND LEGAL AND RISK MANAGEMENT. SUPPORTING THESE "BACK OFFICE" SERVICES AND OTHER VALUE-CREATING ATTRIBUTES ALLOW THE DELIVERY NETWORKS TO FREE UP MEASURABLE RESOURCES, GENERATE NEW REVENUE FOR INVESTMENT IN THEIR RESPECTIVE LOCAL AND REGIONAL MISSIONS AND FOCUS ON PATIENT OUTCOMES AND THE HEALTH OF THE COMMUNITIES THEY SERVE. THE CHAIRS OF YALE NEW HAVEN HOSPITAL, BRIDGEPORT HOSPITAL, GREENWICH HOSPITAL AND LAWRENCE + MEMORIAL HOSPITAL SERVE, EX-OFFICIO, AS VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FURTHER, A NUMBER OF THE ORGANIZATION'S SENIOR EXECUTIVES HAVE DELIVERY NETWORK SPECIFIC ROLES AND RESPONSIBILITIES AND REPRESENT THE INTERESTS OF THOSE DELIVERY NETWORKS. THE DELIVERY NETWORKS HAVE APPROVAL RIGHTS WITH RESPECT TO, IN PART, ARTICULATING THE LOCAL DIMENSIONS OF THE SYSTEM MISSION, VISION AND VALUES AND STRATEGY, OVERSEEING AND ASSURING PERFORMANCE IN CLINICAL QUALITY AND PATIENT SAFETY, DEVELOPING THE OPERATING AND CAPITAL BUDGETS AND OVERSEEING THEM IN THE CONTEXT OF THE OVERALL SYSTEM BUDGET, OVERSEEING PUBLIC RELATIONS, COMMUNITY ENGAGEMENT, AND LOCAL GOVERNMENT RELATIONS AND APPROVING THE LOCAL COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN. |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,116,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,172,300 | DepreciationAmt |
| Book Value | $943,944 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $339,088,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $232,394,337 | DepreciationAmt |
| Book Value | $106,693,688 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,017,741 | OtherCostOrOtherBasisAmt |
| Book Value | $3,017,741 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $110,655,373 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVEST. IN L+M CORP | $277,307,150 | C |
| INVEST. IN NEPC/VHA | $193,545 | C |
| INVEST. IN TOTAL HEALTH | $765,186 | C |
| INVEST. IN PATIENT WISDOM | $174,000 | C |
| INVEST. IN MCIC VERMONT | $1,000,000 | C |
| INVEST. IN N. SHORE LIJ | $492,577 | C |
| MCIC EQUITY | $76,328,352 | C |
| MCIC INVESTMENT | $10,811,582 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $367,072,392 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PROFESSIONAL LIABILITY INSURANCE | $11,775,175 |
| ACCRUED SUPPLEMENTAL RETIREMENT | $23,996,480 |
| ACQUISITION CONTINGENT LIABILITY | $5,000,000 |
| RETRO INSURANCE CREDIT | $19,724,526 |
| INTEREST RATE SWAP | $69,028,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $129,524,222 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MOST ENTITIES WITHIN THE SYSTEM ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND ARE 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. U.S. GAAP REQUIRES 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, 2016 AND 2015. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST | |||||||
| 403 JAMES STREET | NEW HAVEN | CT | 06511 | 651203744 | 501(C)(3) | $10,800 | SUPPORT MISSION |
| ANTI DEFAMATION LEAGUE | |||||||
| WHITNEY AVE | NEW HAVEN | CT | 06511 | 131818723 | 501(C)(3) | $9,000 | SPONSORSHIP |
| BEULAH HEIGHTS CHURCH | |||||||
| 782 ORCHARD STREET | NEW HAVEN | CT | 06511 | 061290930 | 501(C)(3) | $6,000 | SPONSORSHIP |
| BRISTOL HOSPITAL | |||||||
| BREWSTER ROAD | BRISTOL | CT | 06011 | 060646559 | 501(C)(3) | $11,100 | SUPPORT MISSION |
| CONNECTICUT PLAYERS FOUNDATION INC | |||||||
| 222 SARGENT DRIVE | NEW HAVEN | CT | 06511 | 066073063 | 501(C)(3) | $12,500 | SUPPORT MISSION |
| FIRST CALVERY BAPTIST CHURCH | |||||||
| 609 DIXWELL AVE | NEW HAVEN | CT | 06511 | 061173497 | 501(C)(3) | $21,891 | SUPPORT MISSION |
| GREATER NEW HAVEN NAACP | |||||||
| 545 WHALLEY AVE | NEW HAVEN | CT | 06511 | 066099313 | 501(C)(4) | $19,500 | SPONSORSHIP |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 060646059 | 501(C)(3) | $9,000 | SUPPORT MISSION |
| JUVENILE DIABETES RESEARCH | |||||||
| 26 BROADWAY 15TH FLOOR | NEW YORK | NY | 10004 | 231907729 | 501(C)(3) | $10,000 | SUPPORT MISSION |
| LAWRENCE MEMROIAL HOSPITAL INC | |||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 060646704 | 501(C)(3) | $11,500 | SUPPORT MISSION |
| NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS | |||||||
| 195 CHURCH STREET 12TH FLOOR | NEW HAVEN | CT | 06510 | 061444222 | 501(C)(3) | $26,500 | SPONSORSHIP |
| NEW HAVEN SYMPHONY ORCHESTRA INC | |||||||
| 545 LONG WHARF | NEW HAVEN | CT | 06511 | 066000592 | 501(C)(3) | $9,000 | SPONSORSHIP |
| PLANNED PARENTHOOD OF SOUTHERN CT | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06512 | 060263565 | 501(C)(3) | $6,000 | SUPPORT MISSION |
| RONALD MCDONALD HOUSE OF CONNECTICUT INC | |||||||
| 501 GEORGE STREET | NEW HAVEN | CT | 06511 | 061063758 | 501(C)(3) | $5,950 | SUPPORT MISSION |
| SICKLE CELL DISEASE ASSOCIATION OF AMERICA INC | |||||||
| 3700 KOPPERS ST NO 570 | BALTIMORE | MD | 21227 | 237175985 | 501(C)(3) | $15,000 | SUPPORT MISSION |
| THE EASTERN CONNECTICUT SYMPHONY ORCHESTRA | |||||||
| 289 STATE STREET | NEW LONDON | CT | 06320 | 066068892 | 501(C)(3) | $7,500 | SPONSORSHIP |
| THE TENNIS FOUNDATION | |||||||
| 900 CHAPEL STREET SUITE 622 | NEW HAVEN | CT | 06510 | 061287098 | 501(C)(3) | $6,280 | SPONSORSHIP |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET STE 403 | NEW HAVEN | CT | 06519 | 060646761 | 501(C)(3) | $6,000 | SUPPORT MISSION |
| VISITING NURSE ASSOCIATION SOUTH | |||||||
| ONE LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | 060646941 | 501(C)(3) | $11,500 | SUPPORT MISSION |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK STREET | NEW HAVEN | CT | 06504 | 060646652 | 501(C)(3) | $5,500 | SUPPORT MISSIONSUPPORT MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | NONE OF THE AMOUNTS REPORTED ON SCHEDULE I, PART II ARE GRANTS. THESE AMOUNTS ARE DONATIONS AND SPONSORSHIPS GIVEN TO ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF THEIR CHARITABLE MISSION. YALE NEW HAVEN HEALTHCARE SERVICES CORPORATION ("HSC") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)3 ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR SUPPORT THE GREATER GOOD IN THE COMMUNITIES SERVED. HSC VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO HSC. ASSISTANCE DONATED BY HSC TO THESE QUALIFYING ORGANIZATIONS IS NOT OUTCOMES-BASED AND IS GIVEN IN SUPPORT OF AN INDIVIDUAL ORGANIZATION'S FUNDRAISING EVENTS OR IN SUPPORT OF DIRECT SERVICES. HSC MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED, HOWEVER DOES NOT MONITOR SPECIFIC FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (34 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARNA BORGSTROM | ||||||||||||||
| PRESIDENT & CEO | $687,406 | $1,031,109 | $476,932 | $715,398 | $22,320 | $33,480 | $295,843 | $443,764 | $61,018 | $91,528 | $1,543,519 | $2,315,279 | $0 | $0 |
| STEPHEN ALLEGRETTO | ||||||||||||||
| VP | $10,235 | $359,260 | $2,958 | $103,816 | $1,939 | $68,044 | $4,870 | $170,939 | $757 | $26,563 | $20,759 | $728,622 | $0 | $0 |
| WILLIAM ASELTYNE | ||||||||||||||
| SR. VP | $118,241 | $519,522 | $33,532 | $147,329 | $18,051 | $79,312 | $46,975 | $206,398 | $3,844 | $16,890 | $220,643 | $969,451 | $218 | $960 |
| DANIEL BARCHI - END 113015 | ||||||||||||||
| SR. VP | $127,020 | $508,082 | $36,285 | $145,139 | $17,563 | $70,252 | $49,633 | $198,530 | $4,060 | $16,239 | $234,561 | $938,242 | $9,559 | $38,234 |
| GAYLE CAPOZZALO | ||||||||||||||
| EXECUTIVE VP | $713,269 | $0 | $274,705 | $0 | $474,584 | $0 | $23,550 | $0 | $14,735 | $0 | $1,500,843 | $0 | $12,135 | $0 |
| EUGENE COLUCCI | ||||||||||||||
| VP | $42,682 | $384,135 | $11,109 | $99,981 | $7,328 | $65,951 | $18,509 | $166,578 | $2,365 | $21,282 | $81,993 | $737,927 | $0 | $0 |
| RICHARD D'AQUILA | ||||||||||||||
| EXECUTIVE VP | $253,226 | $1,012,903 | $83,006 | $332,024 | $37,137 | $148,549 | $90,743 | $362,974 | $4,174 | $16,694 | $468,286 | $1,873,144 | $6,087 | $24,349 |
| MICHAEL DIMENSTEIN | ||||||||||||||
| VP (CURRENT YEAR COMP) | $12,756 | $306,154 | $3,347 | $80,317 | $2,733 | $65,630 | $2,494 | $59,856 | $814 | $19,547 | $22,144 | $531,504 | $677 | $16,251 |
| MICHAEL DIMENSTEIN | ||||||||||||||
| VP (VESTED DEFERRED COMP) | $0 | $0 | $0 | $0 | $46,576 | $1,117,798 | $0 | $0 | $0 | $0 | $46,576 | $1,117,798 | $7,960 | $191,048 |
| WILLIAM GEDGE - RET 93016 | ||||||||||||||
| SR. VP (CURRENT YEAR COMP) | $527,632 | $0 | $183,925 | $0 | $82,902 | $0 | $119,550 | $0 | $36,901 | $0 | $950,910 | $0 | $0 | $0 |
| WILLIAM GEDGE - RET 93016 | ||||||||||||||
| SR. VP (VESTED DEFERRED COMP) | $0 | $0 | $0 | $0 | $3,498,400 | $0 | $0 | $0 | $0 | $0 | $3,498,400 | $0 | $1,321,023 | $0 |
| WILLIAM JENNINGS | ||||||||||||||
| EXECUTIVE VP | $156,592 | $626,366 | $48,832 | $195,328 | $21,757 | $87,030 | $59,818 | $239,274 | $3,617 | $14,470 | $290,616 | $1,162,468 | $3,762 | $15,048 |
| ALAN KLIGER | ||||||||||||||
| SR. VP | $0 | $557,873 | $0 | $119,580 | $0 | $110,832 | $0 | $90,750 | $0 | $34,890 | $0 | $913,925 | $0 | $0 |
| NANCY LEVITT-ROSENTHAL | ||||||||||||||
| VP | $63,317 | $253,266 | $16,647 | $66,587 | $8,309 | $33,235 | $28,665 | $114,661 | $2,158 | $8,630 | $119,096 | $476,379 | $0 | $0 |
| PATRICK MCCABE | ||||||||||||||
| SR. VP | $169,957 | $315,634 | $56,838 | $105,556 | $24,446 | $45,399 | $79,952 | $148,482 | $7,495 | $13,918 | $338,688 | $628,989 | $0 | $0 |
| KEVIN MYATT | ||||||||||||||
| SR. VP | $212,651 | $318,977 | $70,470 | $105,705 | $41,702 | $62,553 | $100,296 | $150,445 | $6,444 | $9,665 | $431,563 | $647,345 | $9,520 | $14,279 |
| JAMES MORRIS | ||||||||||||||
| VP | $10,454 | $272,097 | $2,663 | $69,315 | $1,917 | $49,890 | $4,489 | $116,842 | $955 | $24,851 | $20,478 | $532,995 | $0 | $0 |
| CHRISTOPHER O'CONNOR | ||||||||||||||
| EXECUTIVE VP & COO | $822,935 | $0 | $283,340 | $0 | $104,299 | $0 | $358,561 | $0 | $29,654 | $0 | $1,598,789 | $0 | $0 | $0 |
| VINCENT PETRINI | ||||||||||||||
| SR. VP | $0 | $402,486 | $0 | $133,640 | $0 | $75,216 | $0 | $189,429 | $0 | $31,328 | $0 | $832,099 | $0 | $0 |
| CAROLYN SALSGIVER | ||||||||||||||
| VP | $54,344 | $217,376 | $14,535 | $58,138 | $10,216 | $40,866 | $26,331 | $105,323 | $5,008 | $20,031 | $110,434 | $441,734 | $0 | $0 |
| JOHN SKELLY | ||||||||||||||
| VP | $41,604 | $374,440 | $10,176 | $91,583 | $7,163 | $64,469 | $17,847 | $160,625 | $2,238 | $20,140 | $79,028 | $711,257 | $0 | $0 |
| JAMES STATEN - END 1216 | ||||||||||||||
| EXECUTIVE VP, CFO & TREASURER | $369,091 | $553,636 | $140,962 | $211,444 | $42,386 | $63,578 | $159,321 | $238,981 | $12,324 | $18,486 | $724,084 | $1,086,125 | $0 | $0 |
| VINCENT TAMMARO | ||||||||||||||
| EXECUTIVE VP, CFO & TREASURER | $184,489 | $276,734 | $55,574 | $83,362 | $28,472 | $42,708 | $79,165 | $118,747 | $14,870 | $22,306 | $362,570 | $543,857 | $0 | $0 |
| MELISSA TURNER | ||||||||||||||
| VP | $0 | $278,098 | $0 | $76,072 | $0 | $56,718 | $0 | $123,009 | $0 | $24,585 | $0 | $558,482 | $0 | $0 |
| DAVID WURCEL | ||||||||||||||
| VP | $0 | $386,721 | $0 | $107,252 | $0 | $74,261 | $0 | $84,750 | $0 | $24,801 | $0 | $677,785 | $0 | $0 |
| NORMAN ROTH | ||||||||||||||
| EXECUTIVE VP | $126,011 | $504,044 | $37,704 | $150,818 | $51,696 | $206,785 | $16,150 | $64,600 | $6,480 | $25,918 | $238,041 | $952,165 | $0 | $0 |
| PAMELA SCAGLIARINI | ||||||||||||||
| SR. VP | $0 | $375,952 | $0 | $73,408 | $0 | $56,493 | $0 | $88,210 | $0 | $20,695 | $0 | $614,758 | $0 | $519 |
| JOSEPH BISSON | ||||||||||||||
| VP | $363,443 | $0 | $86,835 | $0 | $43,932 | $0 | $66,750 | $0 | $21,698 | $0 | $582,658 | $0 | $0 | $0 |
| STEPHEN CARBERY | ||||||||||||||
| VP | $287,234 | $0 | $60,912 | $0 | $61,674 | $0 | $51,506 | $0 | $19,993 | $0 | $481,319 | $0 | $9,234 | $0 |
| LISA STUMP | ||||||||||||||
| VP | $298,688 | $0 | $73,927 | $0 | $47,880 | $0 | $57,550 | $0 | $15,740 | $0 | $493,785 | $0 | $0 | $0 |
| RICHARD STAHL | ||||||||||||||
| PHYSICIAN | $431,260 | $0 | $111,491 | $0 | $85,524 | $0 | $27,592 | $0 | $2,936 | $0 | $658,803 | $0 | $1,584 | $0 |
| MICHAEL ANGELINI | ||||||||||||||
| VP | $298,227 | $0 | $58,630 | $0 | $25,819 | $0 | $43,670 | $0 | $42,486 | $0 | $468,832 | $0 | $0 | $0 |
| FRANK CORVINO - RET 123114 | ||||||||||||||
| FORMER OFFICER | $214,763 | $0 | $287,758 | $0 | $412,806 | $0 | $3,640 | $0 | $0 | $0 | $918,967 | $0 | $404,000 | $0 |
| ROBERT NORDGRENMD-RET 32715 | ||||||||||||||
| FORMER OFFICER | $0 | $147,176 | $0 | $157,967 | $0 | $78,294 | $0 | $129,375 | $0 | $5,002 | $0 | $517,814 | $0 | $7,354 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION)AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED MARNA P. BORGSTROM - $443,905 - RICHARD D'AQUILA - 285,367 - JAMES M. STATEN - 240,352 - CHRISTOPHER O'CONNOR - 198,811 - WILLIAM A.JENNINGS - 180,742 - DANIEL BARCHI - 144,215 - WILLIAM J.ASELTYNE - 141,464 - KEVIN A.MYATT - 132,391 - PATRICK MCCABE - 121,484 - ROBERT NORDGREN - 119,513 - VINCENT TAMMARO - 103,962 - EUGENE J.COLUCCI - 99,337 - VINCENT PETRINI - 98,479 - JOHN SKELLY - 96,527 - STEPHEN ALLEGRETTO - 96,059 - NANCY LEVITT-ROSENTHAL - 74,576 - MELISSA TURNER - 69,659 - CAROLYN SALSGIVER - 65,210 - JAMES B.MORRIS - 63,981 - PAMELA SCAGLIARINI - 22,537 - THE INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) ARE AMOUNTS VESTED DURING THE 2015 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2015 CALENDAR YEAR FORM W-2. SEVERANCE NONQUALIFIED EQUITY-BASED WILLIAM GEDGE - $3,498,400 - MICHAEL DIMENSTEIN - 1,164,373 - GAYLE CAPOZZALO - 380,628 - NORMAN ROTH - 178,599 - FIVE FORMER OFFICERS, QUINTON FRIESEN, FRANK CORVINO, PETER HERBERT, PATRICK LUDDY, AND JOSEPH JANELL RECEIVED PAYMENTS FROM THE NONQUALIFIED PLAN. THESE AMOUNTS ARE INCLUDED IN SECTION II, COLUMN B (III). THE FOLLOWING PAYMENTS WERE MADE DIRECTLY TO THEM FROM THE TRUST: QUINTON FRIESEN $127,684 FRANK CORVINO 63,698 PETER HERBERT 49,611 PATRICK LUDDY 42,792 JOSEPH JANELL 33,365 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) IS DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS CORPORATE OFFICERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). |
| PART I, LINE 7 | THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHEFA - SERIES A | ||||||||
| A | 060806186 | 20774YQY6 | 2014-06-23 | $102,300,000 | REFUND - J-1 | 0 | 0 | Yes (1) |
| CHEFA - SERIES B | ||||||||
| B | 060806186 | 20774YQP5 | 2014-06-23 | $168,275,000 | REFUND - M | 0 | 0 | Yes (1) |
| CHEFA - SERIES C | ||||||||
| C | 060806186 | 20774YQM2 | 2014-06-23 | $83,625,000 | REFUND - K-1,K-2 | 0 | 0 | Yes (1) |
| CHEFA - SERIES D | ||||||||
| D | 060806186 | 20774YQN0 | 2014-06-23 | $108,275,000 | REFUND - L-1,L-2 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $122,999,458 | $1,465,826 | $121,533,632 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $176,852,421 | $1,474,421 | $175,378,000 | 2014 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| C | $90,442,157 | $680,898 | $89,725,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $6,610,000 | $36,261 |
| D | $109,094,865 | $771,839 | $108,279,287 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $43,739 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00030 | 0.00030 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00030 | 0.00030 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00020 | 0.00020 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00640 | 0.00640 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CHEFA - SERIES A DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2015 ISSUER NAME: CHEFA - SERIES B DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2015 ISSUER NAME: CHEFA - SERIES E DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2015 |
| PART II LINE 3 | THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART II, LINE 3 IS DUE TO EITHER INVESTMENT EARNINGS OR PREMIUM RECEIVED FROM PURCHASER. |
| PART III LINE 3B | THE ORGANIZATION HAS IN-HOUSE LEGAL STAFF WHO PROVIDE ROUTINE REVIEW OF MANAGEMENT OR SERVICE CONTRACTS OR RESEARCH AGREEMENTS RELATING TO THE FINANCED PROPERTY TO ENSURE THAT SUCH AGREEMENTS ARE COMPLIANT WITH APPLICABLE SAFE HARBORS. IN-HOUSE COUNSEL CONSULT WITH THE HOSPITAL'S OUTSIDE BOND COUNSEL AS NEEDED, INCLUDING ON NON-ROUTINE ISSUES. |
| PART III, LINE 9 & PART V | THE ORGANIZATION HAS POLICIES AND PROCEDURES IN PLACE TO ENSURE COMPLIANCE WITH FEDERAL TAX LAW, AND TO TIMELY IDENTIFY NONCOMPLIANCE. IN THE EVENT OF NON-COMPLIANCE THE ORGANIZATION WOULD INVOLVE ITS LEGAL COUNSEL TO ADVISE REGARDING APPROPRIATE REMEDIATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEFA - SERIES E | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20774YRV1 | CUSIPNum |
| Bond Issued | 2014-06-23 | BondIssuedDt |
| Issue Price | $80,935,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION/EQUIP | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | Yes (1) | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,320,000 | RetiredAmt |
| Total Proceeds | $92,315,918 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,157,121 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $91,158,797 | CapitalExpendituresAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00580 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00580 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | YALE NEW HAVEN HEALTH (YNHHS), WHICH MARKED ITS 20TH ANNIVERSARY AS A HEALTH SYSTEM IN 2016, ADDED LAWRENCE + MEMORIAL AND WESTERLY HOSPITALS TO THE SYSTEM IN SEPTEMBER, ALONG WITH THE L+M MEDICAL GROUP AND THE VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT. THE SYSTEM CONTINUED ITS COMMITMENT TO PATIENT SAFETY AND QUALITY OF CARE BY IMPLEMENTING SEVERAL PROCESSES - ONGOING TRAINING, ROUNDING TO INFLUENCE STAFF, SHARING SAFETY STORIES, TRAINING SAFETY COACHES, STUDYING METRICS AND OUTCOMES AND HOLDING STAFF ACCOUNTABLE. AS A RESULT, EACH SYSTEM HOSPITAL REDUCED THE NUMBER OF SERIOUS SAFETY EVENTS. THE SYSTEM CONTINUED TO FIND WAYS TO WORK MORE ECONOMICALLY. ONGOING COST AND VALUE POSITIONING EFFORTS INCREASED EFFICIENCY, REDUCED WASTE AND CREATED MORE COST-EFFECTIVE AND BENEFICIAL PATIENT CARE PROCESSES. BY STREAMLINING AND STANDARDIZING CARE, THESE INITIATIVES SAVED NEARLY $78 MILLION, AND REDUCED THE LENGTH OF STAY AND COMPLICATIONS FOR TARGETED GROUPS OF PATIENTS AT THE VARIOUS HOSPITALS. AS A RESULT OF THE EFFECTIVE USE OF TECHNOLOGY, YNHHS WAS RECOGNIZED AS A MOST WIRED HEALTH SYSTEM BY HOSPITALS AND HEALTH NETWORKS MAGAZINE. SAFETY THROUGH TECHNOLOGY WAS A TOP PRIORITY. IN JULY, YNHHS LAUNCHED THE EPIC BEAKER LABORATORY INFORMATION SYSTEM AT BRIDGEPORT, GREENWICH AND YALE NEW HAVEN HOSPITALS. BEAKER STREAMLINED ORDERING PROCESS, PROVIDED NOTIFICATIONS TO AVOID DUPLICATE TESTS, IMPROVED SPECIMEN TRACKING AND STREAMLINED RESULTS-REPORTING. THE USE OF TELEMEDICINE EXPANDED THIS YEAR, AS YNHHS BECAME THE FIRST TRANSPLANTATION CENTER IN NEW ENGLAND TO OFFER TELEMEDICINE VIDEO VISITS TO POST-TRANSPLANT PATIENTS FOR ROUTINE FOLLOW-UP. TELEMEDICINE TECHNOLOGY WAS ALSO USED FOR TELE-PSYCHIATRY AND FOR MORE TELE-INTENSIVE CARE UNIT SERVICES ACROSS THE SYSTEM'S HOSPITALS. YNHHS INCREASED THE USE OF EMMI PATIENT ENGAGEMENT SOFTWARE HELPED PATIENTS MANAGE THEIR OWN HEALTH. EMMI'S INTERACTIVE VOICE RESPONSE CALLS REMINDED AND SCHEDULED PATIENTS WHO WERE OVERDUE FOR SCREENINGS, CHECKUPS OR FLU SHOTS. YNHHS BEGAN TO OFFER PATIENTS SOME OF EMMI'S EDUCATIONAL PROGRAMS TO HELP REINFORCE KEY MESSAGES THAT THEY RECEIVED DURING PHYSICIAN OFFICE VISITS OR HOSPITAL STAYS. CLINICAL HIGHLIGHTS OF THE YEAR INCLUDED: OPENING THE PARK AVENUE MEDICAL CENTER IN TRUMBULL AND THE LONG RIDGE MEDICAL CENTER IN STAMFORD; CREATING A SYSTEM-WIDE BEHAVIORAL HEALTH SERVICE LINE; TRANSFERRING BRIDGEPORT HOSPITAL'S INPATIENT REHABILITATION UNIT TO THE YALE NEW HAVEN REHABILITATION AND WELLNESS CENTER AT MILFORD HOSPITAL; AND EXPANDING THE YNHHS OUTPATIENT SPECIALTY PHARMACY SERVICES WITH A NEW SITE IN HAMDEN. THE SYSTEM CONTINUED INVESTING IN THE FORMER HOSPITAL OF SAINT RAPHAEL BY OPENING A 15-BED INPATIENT UNIT FOR BARIATRIC AND GASTROINTESTINAL SURGERY AND CENTER FOR MUSCULOSKELETAL CARE INPATIENT UNITS. ALSO NEW THIS YEAR IN NEW HAVEN WERE A SMILOW CANCER HOSPITAL PHASE 1 CLINICAL TRIALS UNIT ON PARK STREET AND A CENTER FOR LIVING DONORS AT THE YALE NEW HAVEN HOSPITAL TRANSPLANTATION CENTER. THROUGHOUT THE YEAR, YNHHS COLLABORATED WITH LOCAL PARTNERS TO ADDRESS COMMUNITY HEALTH NEEDS. EACH HOSPITAL WORKED WITH ITS LOCAL COMMUNITY ON HEALTH INITIATIVES AND ACCESS TO HEALTHCARE SERVICES, SUCH AS HEALTH SCREENINGS, SUPPORT GROUPS, COMMUNITY EDUCATION SESSIONS, COMMUNITY LEADERSHIP ACTIVITIES AND FINANCIAL GRANTS AND ASSISTANCE, BENEFITING OVER 157,000 PEOPLE. IN ADDITION, THIS YEAR YNHHS PROVIDED APPROXIMATELY $178.1 MILLION IN UNCOMPENSATED CARE, REPRESENTING A 15 PERCENT INCREASE FROM LAST YEAR. WITH COMMUNITY PARTNERS, YNHHS HOSPITALS COMPLETED THE TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) FOR THE GREATER BRIDGEPORT, GREENWICH, NEW HAVEN, NEW LONDON AND WESTERLY COMMUNITIES. THE TOP HEALTH CONCERNS IN FOUR OF THE FIVE COMMUNITIES WERE HEALTHY LIFESTYLES, BEHAVIORAL HEALTH AND SUBSTANCE ABUSE, AND ACCESS TO CARE. TO ADDRESS THESE ISSUES, EACH HOSPITAL DEVELOPED A COMMUNITY HEALTH IMPROVEMENT PLAN TO GUIDE EFFORTS OVER THE NEXT THREE YEARS IN CONJUNCTION WITH LOCAL HEALTH AND NONPROFIT ORGANIZATIONS. WESTERLY HOSPITAL WORKED WITH THE HOSPITAL ASSOCIATION OF RHODE ISLAND AND SELECTED BEHAVIORAL HEALTH AS THE SOLE PRIORITY AREA. YNHHS CONTINUED ITS FOCUS ON RECRUITING AND RETAINING AN EDUCATED, ENGAGED AND HIGH-PERFORMING WORKFORCE. THE SYSTEM DEVELOPED A SINGLE SET OF PROFESSIONAL BEHAVIORAL STANDARDS TO ENSURE THAT EMPLOYEES AND MEDICAL STAFF THROUGHOUT THE SYSTEM FOLLOW HIGH-LEVEL STANDARDS OF PROFESSION BEHAVIOR AT ALL TIMES. UNDERSTANDING THAT DIVERSITY FOSTERS A MORE CREATIVE, INNOVATIVE WORKFORCE, YNHHS HIRED ITS FIRST CHIEF DIVERSITY OFFICER TO LEAD INITIATIVES AND SHAPE DIVERSITY AND INCLUSION EFFORTS RELATED TO COMMUNICATION, ITS WORKFORCE, THE PATIENT EXPERIENCE AND SUPPLIER DIVERSITY. THE SYSTEM WAS NAMED AS ONE OF "AMERICA'S BEST EMPLOYERS" OF 2016 BY FORBES MAGAZINE. |
| FORM 990, PART VI | PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. BASED ON RESPONSES TO THE QUESTIONNAIRES RECEIVED BY THE ORGANIZATION AND ANNUAL CONFLICTS OF INTEREST DISCLOSURES, THE ORGANIZATION WAS ABLE TO CONFIRM THAT SIXTEEN (16) VOTING MEMBERS ARE INDEPENDENT. |
| FORM 990, PART VI, SECTION A, LINE 2 | PART VI, LINE 2 - BUSINESS RELATIONSHIPS BETWEEN OFFICERS, TRUSTEES, OR KEY EMPLOYEES TRUSTEES JOHN L. LAHEY AND JAMES TORGERSON ARE DIRECTORS AND OFFICERS OF THE SAME BUSINESS ENTITY. OFFICERS PATRICK MCCABE, JOHN SKELLY, AND DAVID WURCEL ARE DIRECTORS AND OFFICERS OF THE SAME BUSINESS ENTITY. THE ORGANIZATION'S CURRENT OFFICERS AND/OR TRUSTEES SERVE AS OFFICERS AND/OR DIRECTORS OF TAXABLE AFFILIATES WITHIN THE ORGANIZATION'S CORPORATE SYSTEM OR JOINT VENTURES IN WHICH THE ORGANIZATION'S CORPORATE SYSTEM HAS AN OWNERSHIP INTEREST. THE INDIVIDUAL OFFICERS DO NOT HAVE PERSONAL FINANCIAL INTERESTS IN THE TAXABLE AFFILIATE AND SERVE ONLY AS A FUNCTION OF THEIR ROLES WITH THE ORGANIZATION OR WITHIN THE ORGANIZATION'S CORPORATE SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE SEPTEMBER 8, 2016, LAWRENCE + MEMORIAL CORPORATION ("LMC") AND ITS RELATED ORGANIZATIONS BECAME AFFILIATED WITH THE YALE NEW HAVEN HEALTH SYSTEM PURSUANT TO THE TERMS OF AN AFFILIATION AGREEMENT BETWEEN LMC AND YALE NEW HAVEN HEALTH SERVICES CORPORATION ("YNHHSC"). AS A RESULT OF THE CLOSING OF THE AFFILIATION TRANSACTION, YNHHSC BECAME THE SOLE MEMBER OF LMC. ADDITIONALLY, THE CERTIFICATE OF INCORPORATION OF YNHHSC WAS AMENDED TO EXPAND ITS SUPPORTED ORGANIZATIONS TO INCLUDE THE LMC DELIVERY NETWORK. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE SYSTEM TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE DIRECTOR AND VP OF CORPORATE FINANCE. SUBSEQUENTLY IT IS SENT TO KPMG, LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUP ARE CLEARED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE ENTITY AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG, LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MAKES AVAILABLE A COMPLETE COPY OF THE RETURN TO THE BOARD OF TRUSTEES. A SECURE WEB PORTAL IS AVAILABLE TO BOARD MEMBERS TO ACCESS THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY (CC:R-7) AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO IMMEDIATELY REPORT MATERIAL CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT AND TAKE ANY ACTIONS THAT SHE DEEMS REQUIRED OR APPROPRIATE TO MANAGE OR RESOLVE A POTENTIAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED TO THE POTENTIAL CONFLICT AND THE POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE YNHHS STRIVES TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE EXECUTIVE COMPENSATION COMMITTEE IS AUTHORIZED UNDER THE YNHHS BYLAWS AND IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ALL CORPORATE OFFICERS, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR CORPORATE OFFICERS, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD ON AN ANNUAL BASIS. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, AND ASSURES THAT ALL OFFICER COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE EXECUTIVES IN COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE CONSISTS OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE EXECUTIVE COMPENSATION COMMITTEE IN ITS COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE, AND PROVIDED TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF FORM 990, FORM 1023 (IF AVAILABLE) AND AUDITED FINANCIAL STATEMENTS ARE MAINTAINED IN THE SYSTEM TAX DEPARTMENT. OTHER CORPORATE GOVERNING DOCUMENTS ARE MAINTAINED BY THE LEGAL AND RISK SERVICES DEPARTMENT. THE CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION POLICY ARE AVAILABLE TO ALL EMPLOYEES ON THE CORPORATE INTERNAL WEBSITE. COPIES OF ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 4,214,941. MANAGEMENT AND GENERAL EXPENSES 1,174,320. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,389,261. PERSONNEL SUPPORT/OUTSIDE CONTRACTUAL: PROGRAM SERVICE EXPENSES 45,936,991. MANAGEMENT AND GENERAL EXPENSES 12,798,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,735,444. TEMPORARY HELP/TRAINING/DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,269,846. MANAGEMENT AND GENERAL EXPENSES 353,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,623,636. |
| FORM 990, PART XI, LINE 9: | CONTRIBUTION RECEIVED IN AFFLIATION WITH LMC 36,201,090. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GREENWICH HOSPITAL | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 060646659 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | SEE SCHEDULE R PART VII | Yes (1) |
| GREENWICH HEALTH CARE SERVICES INC - MERGED WITH GH ON 51216 | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 222593399 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11B, II | YALE NEW HAVEN HEALTH SERVICES CORPORATION | Yes (1) |
| THE GREENWICH HOSPITAL ENDOWMENT FUND INC | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061526642 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11B, II | SEE SCHEDULE R PART VII | Yes (1) |
| BRIDGEPORT HOSPITAL | ||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 060646554 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | YALE NEW HAVEN HEALTH SERVICES CORPORATION | Yes (1) |
| SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC | ||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 061297708 | TITLE HOLDING | CT | 501C2 | BRIDGEPORT HOSPITAL | Yes (1) | |
| BRIDGEPORT HOSPITAL AUXILIARY INC | ||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 066042500 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11A, I | BRIDGEPORT HOSPITAL | Yes (1) |
| BRIDGEPORT HOSPITAL FOUNDATION INC | ||||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 222908698 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 7 | BRIDGEPORT HOSPITAL | Yes (1) |
| NORTHEAST MEDICAL GROUP INC | ||||||||||
| 99 HAWLEY LANE | STRATFORD | CT | 06614 | 061330992 | HEALTHCARE SERVICES | CT | 501C3 | LINE 9 | YALE NEW HAVEN HEALTH SERVICES CORPORATION | Yes (1) |
| NORTHEAST MEDICAL GROUP PLLC | ||||||||||
| 99 HAWLEY LANE | STRATFORD | CT | 06614 | 352380180 | HEALTHCARE SERVICES | CT | 501C3 | LINE 11A, I | NORTHEAST MEDICAL GROUP INC | Yes (1) |
| YALE NEW HAVEN HOSPITAL | ||||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06504 | 060646652 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | YALE NEW HAVEN HEALTH SERVICES CORPORATION | Yes (1) |
| YALE-NEW HAVEN CARE CONTINUUM CORP | ||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 455235566 | NURSING HOME | CT | 501C3 | LINE 3 | YALE NEW HAVEN HOSPITAL | Yes (1) |
| PERRYRIDGE CORPORATION | ||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061207316 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11B, II | SEE SCHEDULE R PART VII | Yes (1) |
| BRIDGEPORT HOSPITAL FRIENDS OF PEDIATRICS | ||||||||||
| 120 COLUMBINE DRIVE | TRUMBULL | CT | 06611 | 066048427 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11A, I | YALE NEW HAVEN HOSPITAL | Yes (1) |
| LAWRENCE MEMORIAL CORPORATION | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553028 | PROMOTE HEALTHCARE | CT | 501C3 | LINE 9 | YALE NEW HAVEN HEALTH SERVICES CORPORATION | Yes (1) |
| LAWRENCE MEMORIAL HOSPITAL INC | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 060646704 | HEALTHCARE SERVICES | CT | 501C3 | LINE 3 | LAWRENCE MEMORIAL CORPORATION | Yes (1) |
| ASSOCIATED SPECIALISTS OF SOUTHEASTERN CT INC | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 208006123 | HEALTHCARE SERVICES | CT | 501C3 | LINE 11A, I | LAWRENCE MEMORIAL HOSPITAL INC | Yes (1) |
| VISITING NURSE ASSOCIATION OF SOUTHEASTERN CT INC | ||||||||||
| 403 NORTH FRONTAGE ROAD | WATERFORD | CT | 06385 | 060646616 | HOME HEALTHCARE SERVICES | CT | 501C3 | LINE 9 | LAWRENCE MEMORIAL CORPORATION | Yes (1) |
| L&M PHYSICIAN ASSOCIATION INC | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 271094375 | HEALTHCARE SERVICES | CT | 501C3 | LINE 11A, I | LAWRENCE MEMORIAL CORPORATION | Yes (1) |
| LAWRENCE AND MEMORIAL FOUNDATION INC | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553026 | FUNDRAISING SERVICES | CT | 501C3 | PF | LAWRENCE MEMORIAL CORPORATION | Yes (1) |
| LMW HEALTHCARE INC DBA WESTERLY HOSPITAL | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 460543230 | HEALTHCARE SERVICES | RI | 501C3 | LINE 3 | LAWRENCE MEMORIAL CORPORATION | Yes (1) |
| THE WESTERLY HOSPITAL FOUNDATION | ||||||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | 050508064 | FUNDRAISING SERVICES | RI | 501C3 | LINE 11A, I | LMW HEALTHCARE INC | Yes (1) |
| WESTERLY HOSPITAL AUXILIARY INC | ||||||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | 222507181 | FUNDRAISING ACTIVITIES | RI | 501C3 | LINE 11C, III-FI | LMW HEALTHCARE INC | Yes (1) |
| L&M HEALTHCARE INC | ||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553031 | SYSTEM SUPPORT SERVICES | CT | 501C3 | LINE 11A, I | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHORELINE SURGERY CENTER LLC | |||||||||||||
| 111 GOOSE LANE | GUILFORD | CT | 06437 | 900110459 | HEALTHCARE SERVICES | CT | YALE NEW HAVEN AMBULATORY SERVICE CORP | RELATED | $3,781,631 | $1,255,757 | 0 | 0 | 0.51000 |
| SSC II LLC | |||||||||||||
| 111 GOOSE LANE | GUILFORD | CT | 06437 | 261709382 | HEALTHCARE SERVICES | CT | YALE NEW HAVEN AMBULATORY SERVICE CORP | RELATED | $2,931,492 | $1,397,576 | 0 | 0 | 0.51000 |
| ORTHOPAEDIC & NEUROSURGERY CENTER LLC | |||||||||||||
| 55 HOLLY HILL LANE | GREENWICH | CT | 06830 | 273477197 | HEALTHCARE SERVICES | CT | GREENWICH AMBULATORY SERVICE CORP | RELATED | $801,312 | $92,592 | 0 | 0 | 0.35000 |
| TOTAL HEALTH CONNECTICUT LLC | |||||||||||||
| 789 HOWARD AVENUE | NEW HAVEN | CT | 06519 | 474070024 | HEALTHCARE SERVICES | CT | YALE NEW HAVEN HEALTH SERVICES CORPORATION | RELATED | 0 | 0 | 0.60000 | ||
| YALE NEW HAVEN HEALTH SYSTEM INVESTMENT | |||||||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | 271374301 | INVESTMENT | DE | YALE NEW HAVEN HEALTH SERVICES CORPORATION | RELATED | $38,076,739 | 0 | 0 | 0.02140 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YNHHS-MSO INC | ||||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061467717 | MANAGEMENT SERVICES | CT | N/A | C | $260,120 | 1.00000 | Yes (1) | |||||||
| YALE-NEW HAVEN AMBULATORY SERVICES | ||||||||||||||||||
| 40 TEMPLE STREET | NEW HAVEN | CT | 06510 | 061398526 | HEALTHCARE SERVICES | CT | C | $12,851,998 | 1.00000 | Yes (1) | YALE NEW HAVEN HOSPITAL | $2,151,858 | ||||||
| MEDICAL CENTER REALTY INC | ||||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061110858 | REAL ESTATE RENTAL | CT | C | $2,803,308 | 1.00000 | Yes (1) | YORK ENTERPRISES INC | $433,646 | ||||||
| GREENWICH FERTILITY & IVF CENTER PC | ||||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 300145464 | HEALTHCARE SERVICES | CT | C | $2,424,217 | 1.00000 | Yes (1) | GREENWICH HOSPITAL | $3,863,828 | ||||||
| YORK ENTERPRISES INC | ||||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061110937 | TITLE HOLDING | CT | C | $15,586,397 | 1.00000 | Yes (1) | YALE NEW HAVEN HOSPITAL | |||||||
| YNHH-PHYSICIANS CORP | ||||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061202305 | ADMININISTRATIVE SERVICES | CT | N/A | C | $73,592 | 1.00000 | Yes (1) | |||||||
| MEDICAL CENTER PHARMACY INC | ||||||||||||||||||
| 50 YORK STREET | NEW HAVEN | CT | 06511 | 061087673 | PHARMACY | CT | C | $17,803,580 | 1.00000 | Yes (1) | YORK ENTERPRISES INC | $7,553,348 | ||||||
| CENTURY FINANCIAL SERVICES INC | ||||||||||||||||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 06473 | 061110797 | DEBT COLLECTION | CT | C | $3,378,759 | 1.00000 | Yes (1) | YORK ENTERPRISES INC | $6,018,705 | ||||||
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW YORK PC | ||||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 061540101 | HEALTHCARE | NY | C | $299,287 | 1.00000 | Yes (1) | GREENWICH HEALTH SERVICES INC | $315,893 | ||||||
| GREENWICH OCCUPATIONAL HEALTH SERVICES OF NJ PC | ||||||||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | 453833883 | HEALTHCARE | NJ | C | $79,164 | 1.00000 | Yes (1) | GREENWICH HEALTH SERVICES INC | $207,822 | ||||||
| PRIMARYNET OF CONNECTICUT INC - DISSOLVED 93016 | ||||||||||||||||||
| 789 HOWARD AVE | NEW HAVEN | CT | 06519 | 061463534 | HEALTHCARE | CT | C | 1.00000 | Yes (1) | CHC PHYSICIANS INC | ||||||||
| CENTURY MANAGEMENT SERVICES INC | ||||||||||||||||||
| 23 MAIDEN LANE | NORTH HAVEN | CT | 06473 | 061303173 | RECEIVABLE MANAGEMENT | CT | C | 1.00000 | Yes (1) | YORK ENTERPRISES INC | ||||||||
| L & M SYSTEMS INC | ||||||||||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 222553037 | HEALTHCARE RELATED SERVICES | CT | C | 1.00000 | Yes (1) | LAWRENCE MEMORIAL CORPORATION | $1,153 | |||||||
| L&M HOME CARE SERVICES INC | ||||||||||||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 061389272 | HOME THERAPY | CT | C | $120,351 | 1.00000 | Yes (1) | LAWRENCE MEMORIAL CORPORATION | $282,802 | ||||||
| LAWRENCE & MEMORIAL INDEMNITY COMPANY LTD | ||||||||||||||||||
| 981021436 | INSURANCE | C | $36,274,691 | 1.00000 | Yes (1) | LAWRENCE MEMORIAL CORPORATION | PO BOX 1159 | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 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 (25 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRIDGEPORT HOSPITAL | ||
| L | $77,416,962 | COMPARABLE MARKET VALUE |
| BRIDGEPORT HOSPITAL | ||
| M | $11,098,363 | COMPARABLE MARKET VALUE |
| BRIDGEPORT HOSPITAL | ||
| P | $5,292,353 | TRANSACTION REVIEW |
| BRIDGEPORT HOSPITAL | ||
| Q | $79,217,925 | TRANSACTION REVIEW |
| CENTURY FINANCIAL SERVICES INC | ||
| L | $96,379 | COMPARABLE MARKET VALUE |
| GREENWICH HOSPITAL | ||
| L | $1,368,635 | COMPARABLE MARKET VALUE |
| GREENWICH HOSPITAL | ||
| M | $53,468,472 | COMPARABLE MARKET VALUE |
| GREENWICH HOSPITAL | ||
| P | $55,595,097 | TRANSACTION REVIEW |
| GREENWICH HOSPITAL | ||
| Q | $5,687,868 | TRANSACTION REVIEW |
| LAWRENCE MEMORIAL HOSPITAL | ||
| L | $5,853,541 | COMPARABLE MARKET VALUE |
| LAWRENCE MEMORIAL HOSPITAL | ||
| S | $36,201,000 | CASH |
| NORTHEAST MEDICAL GROUP INC | ||
| R | $42,822,019 | CASH |
| YALE NEW HAVEN HOSPITAL | ||
| L | $240,441,569 | COMPARABLE MARKET VALUE |
| YALE NEW HAVEN HOSPITAL | ||
| M | $37,915,079 | COMPARABLE MARKET VALUE |
| YALE NEW HAVEN HOSPITAL | ||
| P | $28,736,686 | TRANSACTION REVIEW |
| YALE NEW HAVEN HOSPITAL | ||
| R | $5,836,451 | CASH |
| YALE NEW HAVEN HOSPITAL | ||
| S | $15,696,369 | CASH |
| YORK ENTERPRISES INC | ||
| L | $835,364 | COMPARABLE MARKET VALUE |
| NORTHEAST MEDICAL GROUP INC | ||
| L | $12,201,705 | COMPARABLE MARKET VALUE |
| YALE NEW HAVEN HOSPITAL | ||
| K | $3,278,000 | COMPARABLE MARKET VALUE |
| YALE NEW HAVEN AMBULATORY SERVICES CORP | ||
| L | $218,320 | COMPARABLE MARKET VALUE |
| YALE NEW HAVEN CARE CONTINUUM CORP | ||
| L | $411,882 | COMPARABLE MARKET VALUE |
| YALE NEW HAVEN HOSPITAL | ||
| Q | $230,992,216 | TRANSACTION REVIEW |
| GREENWICH HEALTH CARE SERVICES INC | ||
| S | $7,552,821 | CASH |
| GREENWICH HEALTH CARE SERVICES INC | ||
| D | $1,852,862 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, COLUMN F - DIRECT CONTROLLING ENTITY OF TAX EXEMPTS ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | PART II (F), DIRECT CONTROLLING ENTITY OF TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: GREENWICH HOSPITAL DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER YALE NEW HAVEN HEALTH SERVICES CORPORATION. NAME OF RELATED ORGANIZATION: PERRYRIDGE CORPORATION DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER GREENWICH HOSPTIAL. NAME OF RELATED ORGANIZATION: THE GREENWICH HOSPITAL ENDOWMENT FUND INC DIRECT CONTROLLING ENTITY: GREENWICH HEALTH CARE SERVICES, INC. THROUGH 5/12/16, AFTER GREENWICH HOSPTIAL. | ExplanationTxt |
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