2026-08-14T12:16:37-05:00 2025-09-30 135565207 KPMG LLP TWO MANHATTAN WEST 375 9TH AVENUE NEW YORK NY 10001 990 2024-10-01 222529464 YALE NEW HAVEN HEALTH SERVICES CORPORATION YALE 2036882603 789 HOWARD AVENUE NEW HAVEN CT 06519 ARNIM DONTES EVP & CFO, YNHHS 2036882603 2026-08-12 0 1 EVAN W SEEKAMP P01907071 2127589700 2024 2025-03-06 01:10:19Z ARNIM DONTES 789 HOWARD AVE NEW HAVEN CT 06519 1557258790 0 X WWW.YNHHS.ORG X 1983 CT TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES. 21 19 4526 20 2032974 543802 10279418 5636432 1043930818 1069455938 8163859 30205172 40285441 52115725 1102659536 1157413267 1330643 2724655 0 0 596202254 588339857 0 0 0 510699579 665687955 1108232476 1256752467 -5572940 -99339200 3517963826 3566037960 3049811727 3215224573 468152099 350813387 X TO SUPPORT ITS MEMBER HEALTHCARE ORGANIZATIONS FURTHER INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, AND RESEARCH. 0 0 1081222562 2724655 2188994627 SEE SCHEDULE O SEE SCHEDULE O 1081222562 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 269 0 4526 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 21 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X VERNETTE D GRAY 2036889585 789 HOWARD AVE NEW HAVEN CT 06519 CHRISTOPHER O'CONNOR CEO/TRUSTEE (CURRENT YR COMP) 39.00 1.00 X X 3964082 0 1004887 CHRISTOPHER O'CONNOR CEO/TRUSTEE (VESTED DEFERRED) 39.00 1.00 X X 292895 0 0 KEITH CHURCHWELL FORMER KEY EMPLOYEE 0.00 0.00 X 2327667 0 0 THOMAS BALCEZAK EVP & CCO (CURRENT YR COMP) 33.00 7.00 X 1692135 0 544456 THOMAS BALCEZAK EVP & CCO (VESTED DEFERRED) 33.00 7.00 X 184637 0 0 PAMELA SUTTON-WALLACE PRESIDENT, YNHHS 33.00 7.00 X 2499579 0 644818 MARNA BORGSTROM FORMER OFFICER 0.00 0.00 X 0 2303304 0 MELISSA TURNER SVP/CHRO (CURRENT YR COMP) 40.00 0.00 X 995682 0 173498 MELISSA TURNER SVP/CHRO (VESTED DEFERRED) 40.00 0.00 X 951498 0 0 JOHN SKELLY FORMER OFFICER 0.00 0.00 X 1255258 51706 0 WILLIAM ASELTYNE ASSOC SEC (CURRENT YR COMP) 29.00 11.00 X 1508654 0 213094 WILLIAM ASELTYNE ASSOC SEC (VESTED DEFERRED) 29.00 11.00 X 484931 0 0 THOMAS NEWMAN FORMER (CURRENT YR COMP) 0.00 0.00 X 1316157 0 0 THOMAS NEWMAN FORMER (VESTED DEFERRED) 0.00 0.00 X 111980 0 0 GAIL KOSYLA TREASURER 28.00 12.00 X 1546462 0 441893 CAROLYN SALSGIVER FORMER OFFICER 0.00 0.00 X 1133043 0 30022 LISA STUMP SVP/CIO (CURRENT YR COMP) 40.00 0.00 X 1067758 0 354136 LISA STUMP SVP/CIO (VESTED DEFERRED) 40.00 0.00 X 140135 0 0 PATRICK GREEN FORMER OFFICER 0.00 0.00 X 699459 0 0 MATTHEW COMERFORD SENIOR VICE PRESIDENT 40.00 5.00 X 1002454 0 299406 VINCENT PETRINI FORMER OFFICER 0.00 0.00 X 526462 79761 0 LORRAINE LEE SENIOR VICE PRESIDENT 40.00 0.00 X 829558 0 251544 DEREMIUS WILLIAMS SENIOR VICE PRESIDENT 40.00 0.00 X 739388 0 234693 MICHAEL ANGELINI SVP, TREASURER, CIO 40.00 0.00 X 729337 0 232472 JOSEPH BISSON SENIOR VICE PRESIDENT 40.00 0.00 X 727193 0 208359 VINCENT TAMMARO FORMER OFFICER 0.00 0.00 X 382125 157525 0 PATRICK MCCABE FORMER OFFICER 0.00 0.00 X 355671 97047 0 KEITH TANDLER VP FINANCE 39.00 1.00 X 678044 0 127692 REBECCA MATTHEWS SENIOR VICE PRESIDENT 40.00 0.00 X 669072 0 121176 GLYNN STANTON SVP & CHIEF INFORMATION OFFICER 40.00 0.00 X 688038 0 68795 MARGARET MCGOVERN CHIEF PHYSICIAN EXECUTIVE 40.00 0.00 X 716756 0 0 LEE SCHWAMM CHIEF INFORMATION OFFICER 40.00 0.00 X 486949 0 0 KEVIN MYATT FORMER OFFICER 0.00 0.00 X 147146 69589 0 DENISE FIORE FORMER OFFICER 0.00 0.00 X 148077 49614 0 JON FITZGERALD SVP & CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 266695 0 42156 STEPHEN ALLEGRETTO FORMER OFFICER 0.00 0.00 X 110519 58565 0 JAMES MORRIS FORMER OFFICER 0.00 0.00 X 118382 25881 0 ELIZABETH BECKMAN FORMER OFFICER 0.00 0.00 X 110699 0 0 RICHARD D'AQUILA FORMER OFFICER 0.00 0.00 X 0 196168 0 W ROBERT BERKLEY JR TRUSTEE 1.00 1.00 X 0 0 0 JACK CALLAHAN TRUSTEE 1.00 0.00 X 0 0 0 VINCENT CALARCO TRUSTEE 1.00 1.00 X 0 0 0 JOCELYN CUNNUNGHAM TRUSTEE 1.00 1.00 X 0 0 0 JAMES ELROD TRUSTEE 1.00 1.00 X 0 0 0 JOHN FALCONI TRUSTEE 1.00 2.00 X 0 0 0 MARY FARRELL CHAIR/TRUSTEE 1.00 1.00 X X 0 0 0 CARLTON HIGHSMITH TRUSTEE 1.00 0.00 X 0 0 0 CARLOS HERNANDEZ TRUSTEE 1.00 1.00 X 0 0 0 AARON HOLLANDER SECRETARY/TRUSTEE 1.00 0.00 X X 0 0 0 THOMAS KETCHUM VICE CHAIR/TRUSTEE 1.00 1.00 X X 0 0 0 JOHN LAHEY TRUSTEE 1.00 0.00 X 0 0 0 JONATHAN LEWIN MD TRUSTEE 1.00 0.00 X 0 0 0 LINDA LORIMER TRUSTEE 1.00 1.00 X 0 0 0 MAURIE MCINNIS TRUSTEE 1.00 0.00 X 0 0 0 B MICHAEL RAUH TRUSTEE 1.00 0.00 X 0 0 0 ED RODRIGUEZ TRUSTEE 1.00 2.00 X 0 0 0 SCOTT STROBEL TRUSTEE 1.00 0.00 X 0 0 0 JAMES TORGERSON TRUSTEE 1.00 1.00 X 0 0 0 PATRICIA WILBER TRUSTEE 1.00 1.00 X 0 0 0 31604577 3089160 4993097 1592 1 1 0 CRAVATH SWAINE & MOORE LLP TWO MANHATTAN WEST 375 NINTH AVENU NEW YORK NY 10001 LEGAL SERVICES 18397462 MCCARTHY MAMBRO BERTINO LLC 580 HARRISON AVE SUITE 102 BOSTON MA 02118 MARKETING SERVICES 14877766 MICROSOFT CORPORATION LOCK BOX 844510 1950 NORTH STEMMON DALLAS TX 752074510 COMPUTER SERVICES 10730375 BRIGHT HORIZONS CAPITAL CORP PO BOX 277878 ATLANTA GA 303847878 DAY CARE SERVICES 9019465 GUIDEHOUSE INC 4511 PAYSPHERE CIRCLE CHICAGO IL 60674 MANAGED SERVICES 6538713 231 5636432 5636432 MANAGEMENT SERVICES 561499 902381464 900352260 2029204 INSURANCE PREMIUMS 900099 96982690 96982690 PATIENT PROGRAM SERVIC 621400 54914569 54914569 EMERGENCY PREPAREDNESS 900099 15177215 15177215 1069455938 36105333 36105333 213780 164446 49334 49334 49334 393780916 392089039 7592038 1691877 -7592038 -5900161 -5900161 VENDOR REBATES 900099 30486599 30486599 CIN/HSC SERVICES REV 900099 10100144 10100144 OTHER ANCILLARY INCOME 900099 8166063 8166063 3313585 3309815 3770 52066391 1157413267 1119538689 2032974 30205172 X 2724655 2724655 24123818 24123818 419640664 377508741 42131923 22075377 19859009 2216368 88717087 79809891 8907196 33782911 30391107 3391804 28529967 25665558 2864409 549704 494514 55190 80180 80180 147901137 133051862 14849275 11617132 10450772 1166360 169832994 152781761 17051233 1600470 1439783 160687 338323 338323 80445568 72368833 8076735 125778341 125778341 LITIGATION SETTLEMENT 45000000 0 45000000 LAUNDRY & LINEN SERVICE 20121227 18101056 2020171 MEDICAL SUPPLIES 15057979 13541849 1516130 DUES & MEMBERSHIPS 7032699 6326616 706083 11802234 10589891 1212343 1256752467 1081222562 175529905 0 753367368 661915974 1199120 871916 1522933970 1568734163 7781456 1188755 19412603 18611603 801595772 555673179 221979385 245922593 136604665 86961378 438521000 451546839 134163352 239921974 282000907 290362765 3517963826 3566037960 757447456 853782471 84591082 76390865 1858665999 1833361567 349107190 451689670 3049811727 3215224573 X 431951010 314612298 36201089 36201089 468152099 350813387 3517963826 3566037960 X -99339200 5901623 -23901135 X 0 1 X 1 1 1 X X 6 YALE NEW HAVEN HOSPITALINC 060646652 3 1 0 0 BRIDGEPORT HOSPITAL 060646554 3 1 0 0 GREENWICH HOSPITAL 060646659 3 1 0 0 NORTHEAST MEDICAL GROUP INC 061330992 10 1 140131137 0 LAWRENCE MEMORIAL HOSPITAL INC 060646704 3 1 0 0 LMW HEALTHCARE INC 460543230 3 1 0 0 6 140131137 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 IT SHALL SUPPORT SUCH OTHER ORGANIZATIONS AS MAY, FROM TIME TO TIME, BECOME AFFILIATED WITH THE ORGANIZATION. 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 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. 8692775 8692775 52173293 11968800 40204493 7356290 1509996 5846294 721828051 542194383 179633668 11545363 11545363 245922593 INVEST. IN PHYSICIAN ONE URGENT CARE 12251676 C INVEST. IN NEPC/VHA 676033 C INVEST. IN N. SHORE LIJ 560050 C INVEST. IN MCIC VERMONT 1000000 C INVEST. IN SILVER HILL HOSPITAL 4237512 C INVEST. IN PROTON THERAPY 35346362 C MCIC EQUITY 120118056 C INVEST. IN L+M CORP 277307150 C INVEST. IN ELM CAPITAL 50000 C 451546839 PROFESSIONAL LIABILITIES INSURANCE RECOVERIES 204843473 RIGHT OF USE ASSET 26129316 INTEREST RATE SWAP 47353519 DEP IN HSC MCIC TAIL LIAB 11775000 LM NOVATED CAPITAL 261457 290362765 PROFESSIONAL LIABILITY INSURANCE 374443971 CURRENT PORTION OF LONG TERM DEBT 44283544 ACCRUED SUPPLEMENTAL RETIREMENT 32962155 451689670 X PART X, LINE 2: YALE NEW HAVEN HEALTH SERVICES CORPORATION IS INCLUDED IN THE CONSOLIDATED YALE NEW HAVEN HEALTH SYSTEM AND SUBSIDIARIES AUDITED FINANCIAL STATEMENTS. FOLLOWING IS THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS: MOST ENTITIES WITHIN THE SYSTEM ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. PROVISIONS FOR INCOME TAXES AND DEFERRED TAXES, WHERE APPLICABLE, HAVE BEEN MADE FOR THE TAXABLE ENTITIES LISTED ABOVE UNDER THE DESCRIPTION OF THE SYSTEM. THE SYSTEM EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SYSTEM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE SYSTEM RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THIS EVALUATION HAD NO IMPACT ON THE OPERATIONS OF THE SYSTEM AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. 1 ALBERTUS MAGNUS COLLEGE 700 PROSPECT STREET NEW HAVEN CT 06511 060646520 501(C)(3) 25000 0 SUPPORT MISSION BREAKTHROUGH T1D - GREATER PO BOX 1570 HAGERSTOWN MD 217411570 231707729 501(C)(3) 23450 0 SUPPORT MISSION CAROL EMMOTT FOUNDATION 4931 SW 76TH AVE 229 PORTLAND OR 97225 841882898 501(C)(3) 85000 0 SUPPORT MISSION CONNECTICUT BUSINESS AND INDUSTRY INC 350 CHURCH STREET NEW HAVEN CT 06511 060439660 501(C)(6) 22200 0 SUPPORT MISSION CONNECTICUT CENTER FOR ARTS (CONNCAT) 70 AUDUBON STREET NEW HAVEN CT 06521 451257955 501(C)(3) 250000 0 SUPPORT MISSION CORNELL SCOTT-HILL HEALTH CORPORATION 400-428 COLUMBUS AVE NEW HAVEN CT 06519 060870990 501(C)(3) 100000 0 SUPPORT MISSION FAIRFIELD UNIVERSITY 1073 NORTH BENSON ROAD FAIRFIELD CT 06824 060646623 501(C)(3) 66138 0 SUPPORT MISSION GATEWAY COMMUNITY COLLEGE FOUNDATION INC 20 CHURCH STREET NEW HAVEN CT 06510 223135128 501(C)(3) 115000 0 SUPPORT MISSION GOVERNORS PARTNERSHIP TO PROTECT CONNECTICUT'S WORKFORCE INC 1077 SILAS DEAN HIGHWAY UNIT 333 WETHERSFIELD CT 06109 061275193 501(C)(3) 10000 0 SUPPORT MISSION HOPEY'S HEART FOUNDATION PO BOX 340551 JAMAICA NY 114340551 800915297 501(C)(3) 10000 0 SUPPORT MISSION NEW HAVEN PROMISE 28 LINCOLN WAY NEW HAVEN CT 06510 811267064 501(C)(3) 500000 0 SUPPORT MISSION QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVENUE HAMDEN CT 065191908 060646701 501(C)(3) 8500 0 SUPPORT MISSION READ TO GROW 53 SCHOOL GROUND RD UNIT 3 BRANFORD CT 06405 061572185 501(C)(3) 25900 0 SUPPORT MISSION SOUTHERN CONNECTICUT STATE UNIVERSITY FOUNDATION INC 501 CRESCENT STREET NEW HAVEN CT 06515 237208882 501(C)(3) 1256742 62720 FMV EQUIPMENT SUPPORT MISSION THE MASONIC CHARITY FOUNDATION 22 MASONIC AVE WALLINGFORD CT 06492 061435920 501(C)(3) 8590 0 SUPPORT MISSION 14 1 PART I, LINE 2: 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. PURSUANT TO ITS RESPONSIBILITIES AS THE SUPPORTING ORGANIZATION FOR THE ENTITIES LISTED IN ITS BYLAWS, HSC MADE THE FOLLOWING CONTRIBUTIONS ON BEHALF OF THOSE ENTITIES. YALE NEW HAVEN HEALTH SERVICES CORPORATION ("HSC") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)(3) OR 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. 1 X X X X 1 1 0 0 0 0 0 1 0 CHRISTOPHER O'CONNOR CEO/TRUSTEE (CURRENT YR COMP) 2287802 0 1402380 0 273900 0 973141 0 31746 0 4968969 0 0 0 CHRISTOPHER O'CONNOR CEO/TRUSTEE (VESTED DEFERRED) 0 0 0 0 292895 0 0 0 0 0 292895 0 102044 0 KEITH CHURCHWELL FORMER KEY EMPLOYEE 0 0 372350 0 1955317 0 0 0 0 0 2327667 0 863286 0 THOMAS BALCEZAK EVP & CCO (CURRENT YR COMP) 1141988 0 372350 0 177797 0 541652 0 2804 0 2236591 0 0 0 THOMAS BALCEZAK EVP & CCO (VESTED DEFERRED) 0 0 0 0 184637 0 0 0 0 0 184637 0 81406 0 PAMELA SUTTON-WALLACE PRESIDENT, YNHHS 1470292 0 1015760 0 13527 0 633153 0 11665 0 3144397 0 0 0 MARNA BORGSTROM FORMER OFFICER 0 0 0 0 0 2303304 0 0 0 0 0 2303304 0 149255 MELISSA TURNER SVP/CHRO (CURRENT YR COMP) 703603 0 200706 0 91373 0 141752 0 31746 0 1169180 0 0 0 MELISSA TURNER SVP/CHRO (VESTED DEFERRED) 0 0 0 0 951498 0 0 0 0 0 951498 0 239158 0 JOHN SKELLY FORMER OFFICER 0 0 120147 0 1135111 51706 0 0 0 0 1255258 51706 1021464 0 WILLIAM ASELTYNE ASSOC SEC (CURRENT YR COMP) 1034382 0 338500 0 135772 0 197150 0 15944 0 1721748 0 0 0 WILLIAM ASELTYNE ASSOC SEC (VESTED DEFERRED) 0 0 0 0 484931 0 0 0 0 0 484931 0 0 0 THOMAS NEWMAN FORMER (CURRENT YR COMP) 5868 0 195230 0 1115059 0 0 0 0 0 1316157 0 413625 0 THOMAS NEWMAN FORMER (VESTED DEFERRED) 0 0 0 0 111980 0 0 0 0 0 111980 0 111980 0 GAIL KOSYLA TREASURER 1034860 0 497225 0 14377 0 439776 0 2117 0 1988355 0 0 0 CAROLYN SALSGIVER FORMER OFFICER 0 0 0 0 1133043 0 0 0 30022 0 1163065 0 609685 0 LISA STUMP SVP/CIO (CURRENT YR COMP) 729390 0 234035 0 104333 0 338651 0 15485 0 1421894 0 0 0 LISA STUMP SVP/CIO (VESTED DEFERRED) 0 0 0 0 140135 0 0 0 0 0 140135 0 64809 0 PATRICK GREEN FORMER OFFICER 0 0 0 0 699459 0 0 0 0 0 699459 0 673959 0 MATTHEW COMERFORD SENIOR VICE PRESIDENT 733305 0 209626 0 59523 0 268308 0 31098 0 1301860 0 0 0 VINCENT PETRINI FORMER OFFICER 0 0 0 0 526462 79761 0 0 0 0 526462 79761 487462 0 LORRAINE LEE SENIOR VICE PRESIDENT 606494 0 153181 0 69883 0 227700 0 23844 0 1081102 0 0 0 DEREMIUS WILLIAMS SENIOR VICE PRESIDENT 571903 0 151256 0 16229 0 203527 0 31166 0 974081 0 0 0 MICHAEL ANGELINI SVP, TREASURER, CIO 527253 0 158912 0 43172 0 200890 0 31582 0 961809 0 0 0 JOSEPH BISSON SENIOR VICE PRESIDENT 530254 0 148971 0 47968 0 176797 0 31562 0 935552 0 0 0 VINCENT TAMMARO FORMER OFFICER 0 0 0 0 382125 157525 0 0 0 0 382125 157525 308375 0 PATRICK MCCABE FORMER OFFICER 0 0 0 0 355671 97047 0 0 0 0 355671 97047 355671 0 KEITH TANDLER VP FINANCE 505873 0 124888 0 47283 0 96150 0 31542 0 805736 0 0 0 REBECCA MATTHEWS SENIOR VICE PRESIDENT 512261 0 135850 0 20961 0 97550 0 23626 0 790248 0 0 0 GLYNN STANTON SVP & CHIEF INFORMATION OFFICER 419401 0 243259 0 25378 0 38721 0 30074 0 756833 0 0 0 MARGARET MCGOVERN CHIEF PHYSICIAN EXECUTIVE 651596 0 65160 0 0 0 0 0 0 0 716756 0 0 0 LEE SCHWAMM CHIEF INFORMATION OFFICER 426400 0 60549 0 0 0 0 0 0 0 486949 0 0 0 KEVIN MYATT FORMER OFFICER 0 0 0 0 147146 69589 0 0 0 0 147146 69589 147146 0 DENISE FIORE FORMER OFFICER 0 0 0 0 148077 49614 0 0 0 0 148077 49614 148077 0 JON FITZGERALD SVP & CHIEF DEVELOPMENT OFFICER 232212 0 25000 0 9483 0 39919 0 2237 0 308851 0 0 0 STEPHEN ALLEGRETTO FORMER OFFICER 0 0 0 0 110519 58565 0 0 0 0 110519 58565 110519 0 JAMES MORRIS FORMER OFFICER 0 0 0 0 118382 25881 0 0 0 0 118382 25881 118382 0 ELIZABETH BECKMAN FORMER OFFICER 0 0 0 0 110699 0 0 0 0 0 110699 0 110699 0 RICHARD D'AQUILA FORMER OFFICER 0 0 0 0 0 196168 0 0 0 0 0 196168 0 0 PART I, LINES 4A-B LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE INDIVIDUALS LISTED BELOW HAVE RECEIVED SEVERANCE OR 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 KEITH CHURCHWELL $1,092,032 - - THOMAS NEWMAN $624,000 - - CAROLYN SALSGIVER $397,359 - - VINCENT TAMMARO $40,000 - - CHRISTOPHER O'CONNOR - $740,476 - PAMELA SUTTON-WALLACE - $340,000 - THOMAS J. BALCEZAK - $303,270 - GAIL KOSYLA - $219,526 - LISA STUMP - $193,403 - MATTHEW COMERFORD - $114,758 - LORRAINE LEE - $94,950 - DEREMIUS WILLIAMS - $89,981 - MICHAEL ANGELINI - $83,554 - JOSEPH BISSON - $81,947 - REBECCA MATTHEWS - $80,340 - JON FITZGERALD - $35,938 - GLYNN STANTON - $16,250 - 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) ARE AMOUNTS VESTED DURING THE 2024 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2024 CALENDAR YEAR FORM W-2. SRIP EDCAP WILLIAM ASELTYNE $484,931 - MELISSA TURNER $400,000 $551,498 CHRISTOPHER O'CONNOR - $292,895 THOMAS BALCEZAK - $184,637 LISA STUMP - $140,135 THOMAS NEWMAN - $111,980 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' 2024 FORM W-2 ISSUED BY THE RABBI TRUST. MARNA BORGSTROM $2,154,050 RICHARD D'AQUILA $196,168 VINCENT TAMMARO $157,525 PATRICK MCCABE $97,047 VINCENT PETRINI $79,761 KEVIN MYATT $69,589 STEPHEN ALLEGRETTO $58,565 JOHN SKELLY $51,706 DENISE FIORE $49,614 JAMES MORRIS $25,881 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. MARY-JANE CALLAHAN SEE PART V - COLUMN D 184822 SEE PART V 0 SCHEDULE L, PART IV, COLUMN (D) BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS NAME OF INTERESTED PERSON: MARY-JANE CALLAHAN TRUSTEE JACK CALLAHAN'S SISTER, MARY-JANE CALLAHAN, IS EMPLOYED IN THE FINANCE DEPARTMENT OF YALE NEW HAVEN HEALTH SERVICES CORPORATION AND RECEIVED COMPENSATION OVER $10,000.00 DURING THE TAX YEAR BY THE ORGANIZATION.AMOUNT OF TRANSACTION: $184,822 FORM 990, PART III, LINE 4A YALE NEW HAVEN HEALTH SYSTEM IS A NONPROFIT HEALTH SYSTEM THAT INCLUDES FIVE ACUTE-CARE HOSPITALS, A MULTISPECIALTY MEDICAL GROUP, HOME HEALTH CARE, MORE THAN 20 URGENT CARE CENTERS, AND DOZENS OF OUTPATIENT LOCATIONS STRETCHING FROM WESTCHESTER COUNTY, NEW YORK, TO WESTERLY, RHODE ISLAND. THE HEALTH SYSTEM IS AFFILIATED WITH YALE SCHOOL OF MEDICINE. ADVANCING INNOVATION IN HEALTH CARE YALE NEW HAVEN HEALTH ADVANCED UROLOGIC CARE WITH A MINIMALLY INVASIVE PROCEDURE THAT TREATS BENIGN PROSTATIC HYPERPLASIA PROCEDURES. THE HOLMIUM LASER ENUCLEATION OF THE PROSTATE (HOLEP) USES A HIGH-POWERED HOLMIUM LASER TO REMOVE EXCESS PROSTATE TISSUE, OFFERING A LONG-LASTING SOLUTION WITH FEWER COMPLICATIONS AND SHORTER RECOVERY TIMES. EXPANDING MINIMALLY INVASIVE ROBOTIC PROCEDURE CAPABILITIES, THE HEALTH SYSTEM ADVANCED USE OF AQUABLATION, A PROCEDURE FOR MEN WITH BENIGN PROSTATIC HYPERPLASIA (BPH). USING THE PRECISION OF ROBOTICS AND THE HEAT-FREE POWER OF WATER, AQUABLATION REMOVES EXCESS PROSTATE TISSUE TO RELIEVE PRESSURE ON THE URETHRA AND POSSIBLY THE BLADDER. THE PROCEDURE COMBINES A THIN CAMERA AND ULTRASOUND IMAGING TO GIVE THE SURGEON A COMPLETE, MULTI-DIMENSIONAL VIEW OF THE PROSTATE. THE YALE NEW HAVEN HEALTH HEART AND VASCULAR CENTER PERFORMED A SERIES OF FIRSTS WITH TAMBE (THORACOABDOMINAL BRANCH ENDOPROSTHESIS) PROCEDURE IN CONNECTICUT TO TREAT COMPLEX AORTIC ANEURYSMS; THE FIRST ROBOTIC MULTI-ARTERIAL CORONARY ARTERY BYPASS GRAFTING (CABG) TREATMENT FOR CORONARY ARTERY DISEASE IN THE NORTHEAST; AND THE FIRST EVOQUE TRICUSPID VALVE REPLACEMENT SYSTEM TO TREAT SEVERE TRICUSPID VALVE REGURGITATION IN CONNECTICUT. A VARIAN TRUEBEAM LINEAR ACCELERATOR, ONE OF THE MOST ADVANCED RADIATION THERAPY SYSTEMS AVAILABLE, WAS INSTALLED AT SMILOW CANCER HOSPITAL AT WATERFORD. THIS SYSTEM ENABLES HIGHLY PRECISE TUMOR TARGETING, SHORTER TREATMENT REGIMENS, AND IMPROVED PATIENT COMFORT, ELIMINATING THE NEED FOR PERMANENT SKIN TATTOOS PREVIOUSLY USED IN RADIATION THERAPY. THE EXPANSION OF THE VIRTUAL CARE MODEL TO INPATIENT NURSING OPENED MAJOR OPPORTUNITIES FOR NURSES. WITH A PILOT OF 400 BEDS AT YALE NEW HAVEN HOSPITAL, VIRTUAL NURSES PARTNER WITH THE BEDSIDE TEAM TO SUPPORT PATIENT ADMISSION AND DISCHARGE PROCESSES TRADITIONALLY MANAGED BY THE BEDSIDE TEAM. YALE NEW HAVEN HEALTH HOSTED THE HEALTH AI SYMPOSIUM BRINGING TOGETHER HEALTHCARE EXECUTIVES, AI INNOVATORS, CLINICIANS AND POLICYMAKERS TO EXPLORE HOW AI IS TRANSFORMING THE DELIVERY OF CARE. HOSPITALS ACROSS CONNECTICUT SUBMITTED THEIR AI-DRIVEN SOLUTIONS, COMPETING FOR UP TO $100,000 IN FUNDING. YALE NEW HAVEN HEALTH AND HARTFORD HEALTHCARE BROKE GROUND ON THE CONNECTICUT PROTON THERAPY CENTER IN WALLINGFORD, CONNECTICUT. PROTON THERAPY IRRADIATES MANY SOLID CANCER TUMORS. IT IS PARTICULARLY BENEFICIAL FOR CHILDREN, WHO ARE MORE VULNERABLE TO RADIATION DAMAGE AND DIFFICULT-TO-TARGET CANCERS. IMPROVING ACCESS TO CARE ADDRESSING ACCESS TO CARE, YALE NEW HAVEN HEALTH ADDED URGENT CARE CENTERS AND FACILITATED THE INTEGRATION OF NELSON AMBULANCE AND ITS AFFILIATES ACCESS AMBULANCE SERVICE, CONNECTICUT HANDIVAN AND THE LIMO GROUP. THE HEALTH SYSTEM BROUGHT ADDITIONAL SERVICES INTO COMMUNITIES WITH TWO HOSPITAL-BASED RETAIL PHARMACIES AT BRIDGEPORT AND LAWRENCE + MEMORIAL HOSPITALS TO IMPROVE INTEGRATED, PERSONALIZED MEDICATION CARE FOR PATIENTS, EMPLOYEES AND THE COMMUNITY. BUILDING HEALTHIER COMMUNITIES DURING THE ANNUAL #GIVEHEALTHY FOOD DRIVE, YALE NEW HAVEN HEALTH EMPLOYEES DONATED 16,450 POUNDS OF FOOD FOR LOCAL FOOD PANTRIES AND COMMUNITY SERVICES, SURPASSING ITS GOAL. YALE NEW HAVEN HOSPITAL RECEIVED THE 2024 AMERICAN NURSES CREDENTIALING CENTER MAGNET PRIZE, SPONSORED BY PRESS GANEY, FOR DEVELOPING A PSYCHIATRIC INPATIENT SURVEY THAT WILL BE REQUIRED FOR USE BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES IN MORE THAN 1,600 PARTICIPATING INPATIENT BEHAVIORAL HEALTH FACILITIES NATIONWIDE. THE TEAM DISCOVERED A WIDE VARIATION IN HOW BEHAVIORAL HEALTH ORGANIZATIONS GATHER DATA AND A GENERAL LACK OF CONSENSUS AROUND AN ACCURATE SURVEY TOOL. ACROSS THE HEALTH SYSTEM, STAFF SUPPORTED NUMEROUS COMMUNITY INITIATIVES SUCH AS VOLUNTEERING IN SPECIAL OLYMPICS OF CT, HOSTING A WEEKLY "WALK AND TALK WITH A DOC" PROGRAM, PACKING GROCERY BAGS TO SUPPORT STUDENTS AND FAMILIES DURING BREAKS, ASSISTING WITH COMMUNITY CLEAN-UPS, AND PARTICIPATING IN READ ALOUD EVENTS FOR THE PUBLIC SCHOOLS. ACADEMIC HEALTH SYSTEMS, SUCH AS YALE NEW HAVEN HEALTH SYSTEM, FOCUS ON CLINICAL CARE, TEACHING AND RESEARCH TO CREATE A HEALTHCARE ENVIRONMENT WITH THE BEST POSSIBLE OUTCOMES, CUTTING-EDGE TECHNOLOGIES, RESOURCES AND THERAPIES FOR PATIENTS. YNHHS REMAINS COMMITTED TO SAFETY AND QUALITY OF CARE, THE PATIENT EXPERIENCE, AND EXCEPTIONAL, VALUE-BASED CARE TO EVERY PATIENT, IN EVERY SETTING, EVERY TIME. FORM 990, PART III, LINE 4A 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 III, LINE 4C FORM 990, PART IV, LINE 24 HSC IS THE PARENT ORGANIZATION OF THE YALE NEW HAVEN HEALTH SYSTEM REPORTS ON PART X, LINE 23 THE AMOUNT OF ALL TAX-EXEMPT BOND LIABILITIES ALLOCATED TO ITS SUBSIDIARY RELATED ORGANIZATIONS. CONSISTENT WITH THE FORM 990 AND SCHEDULE K INSTRUCTIONS THESE LIABILITIES ARE REPORTED SOLELY ON THE FORM 990 AND SCHEDULE K OF THE FOLLOWING RELATED ORGANIZATIONS: BRIDGEPORT HOSPITAL GREENWICH HOSPITAL YALE NEW HAVEN HOSPITAL FORM 990, PART VI, SECTION A, LINE 2 PART VI, LINE 2 - BUSINESS RELATIONSHIPS BETWEEN OFFICERS, TRUSTEES, OR KEY EMPLOYEES TWO OF THE TRUSTEES OF THE YALE NEW HAVEN HEALTH SERVICES CORPORATION BOARD ALSO SERVE AS TRUSTEES OF A FOR-PROFIT BOARD, IN WHICH ONE OF THE TRUSTEES HAS A FINANCIAL INTEREST. 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 THE YALE NEW HAVEN HEALTH SYSTEM COMPLIANCE COMMITTEE HAS BEEN DELEGATED THE AUTHORITY TO APPROVE AND ADOPT COMPLIANCE POLICIES ON BEHALF OF THE ENTITIES IN THE SYSTEM. THE 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 PROMPTLY REPORT 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 TO DEVELOP A PLAN TO MITIGATE ANY ACTUAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED WITH WHICH SHE OR HE HAD AN ACTUAL OR POTENTIAL CONFLICT AND THE ACTUAL OR POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR CEO/TOP OFFICIAL: THE TOP HSC OFFICIAL IS AN EMPLOYEE OF YNHHS. THE YNHHS COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (THE "YNHHS COMPENSATION COMMITTEE"), WHICH INCLUDES A REPRESENTATIVE OF THE ORGANIZATION, IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR YNHHS OFFICER LEVEL EXECUTIVES, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR YNHHS OFFICER LEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD OF TRUSTEES ON AN ANNUAL BASIS. IN ADDITION, THE YNHHS COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL YNHHS OFFICER LEVEL EXECUTIVES, AND ASSURES THAT ALL OFFICER LEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE YNHHS COMPENSATION COMMITTEE CONSISTS OF TRUSTEES WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER LEVEL EXECUTIVE COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMMITTEES IN ITS COMPENSATION DELIBERATIONS IS COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE YNHHS COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE YNHHS COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS THE COMPENSATION PROCESS FOR OFFICERS FOLLOWS THE PROCESS USED FOR HSC'S TOP OFFICIAL DESCRIBED ABOVE IN THE RESPONSE TO PART VI, SECTION B, LINE 15. 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 BILLING FEES: PROGRAM SERVICE EXPENSES 13,915,630. MANAGEMENT AND GENERAL EXPENSES 1,553,056. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,468,686. CONSULTING FEES: PROGRAM SERVICE EXPENSES 7,432,806. MANAGEMENT AND GENERAL EXPENSES 829,540. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,262,346. PERSONNEL SUPPORT/OUTSIDE CONTRACTUAL: PROGRAM SERVICE EXPENSES 93,440,985. MANAGEMENT AND GENERAL EXPENSES 10,428,496. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,869,481. TEMPORARY HELP/TRAINING/DEVELOPMENT: PROGRAM SERVICE EXPENSES 18,262,441. MANAGEMENT AND GENERAL EXPENSES 2,038,183. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,300,624. FORM 990, PART XI, LINE 9: GS SWAP MV ADJUSTMENT 12,030,645. PENSION & POST RETIREMENT CHANGES -35,932,000. ROUNDING 220. 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