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Nonprofiteer
← WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES INC

Form 990 for tax year 2022

Filed by WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES INC.

Totals

Total revenue
$17,789,170
Total expenses
$20,169,127
Contributions and grants received
$23,785
Grants paid
$0
Program services expenses (Part IX)
$16,503,072
Management and general expenses
$3,666,055
Fundraising expenses
$0
Program service expenses (Part III)
$16,503,072

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRIAN WYATT

    SECRETARY & CHIEF LEGAL OFFICER (FROM 01/01)

    Total calculated
    $410,879
    From this org
    $0
    From related orgs
    $350,253
    Other
    $60,626
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,136 related
    Bonus
    $0 + $51,000 related
    Other
    $0 + $2,117 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $42,326 related
    Filer's total
    $0 + $410,879 related

  • CAROLYN MCKENNA

    SECRETARY & CHIEF LEGAL OFFICER (TO 12/31)

    Total calculated
    $902,383
    From this org
    $0
    From related orgs
    $811,715
    Other
    $90,668
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $575,435 related
    Bonus
    $0 + $155,000 related
    Other
    $0 + $81,280 related
    Deferred
    $0 + $88,260 related
    Nontaxable benefits
    $0 + $2,408 related
    Filer's total
    $0 + $902,383 related

  • DANIEL DEBARBA

    CHIEF FINANCIAL OFFICER; TREASURER (FROM 01/01)

    Total calculated
    $318,307
    From this org
    $0
    From related orgs
    $275,184
    Other
    $43,123
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,926 related
    Bonus
    $0
    Other
    $0 + $7,258 related
    Deferred
    $0 + $33,150 related
    Nontaxable benefits
    $0 + $9,973 related
    Filer's total
    $0 + $318,307 related

  • MICHELLE ROBERTSON

    CHIEF OPERATING OFFICER; CHAIRMAN (FROM 01/01)

    Total calculated
    $599,927
    From this org
    $0
    From related orgs
    $534,257
    Other
    $65,670
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,296 related
    Bonus
    $0
    Other
    $0 + $133,961 related
    Deferred
    $0 + $49,038 related
    Nontaxable benefits
    $0 + $16,632 related
    Filer's total
    $0 + $599,927 related

  • STEVEN H ROSENBERG

    FORMER CFO/TREASURER (TO 12/31)

    Total calculated
    $1,407,109
    From this org
    $0
    From related orgs
    $1,257,989
    Other
    $149,120
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $725,696 related
    Bonus
    $0 + $366,729 related
    Other
    $0 + $165,564 related
    Deferred
    $0 + $135,180 related
    Nontaxable benefits
    $0 + $13,940 related
    Filer's total
    $0 + $1,407,109 related

  • JENNIFER L FILIPPONE

    VP NETWORK OPERATIONS

    Total calculated
    $406,894
    From this org
    $0
    From related orgs
    $387,908
    Other
    $18,986
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,618 related
    Bonus
    $0 + $70,500 related
    Other
    $0 + $28,790 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $686 related
    Filer's total
    $0 + $406,894 related

  • MATTHEW G CASSAVECHIA

    DIRECTOR OF EMS

    Total calculated
    $346,613
    From this org
    $300,019
    From related orgs
    $0
    Other
    $46,594
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,858
    Bonus
    $0
    Other
    $8,161
    Deferred
    $18,211
    Nontaxable benefits
    $28,383
    Filer's total
    $346,613

  • ANDREW J MATTURRO

    OPERATIONS MANAGER- AMBULANCE

    Total calculated
    $230,796
    From this org
    $206,592
    From related orgs
    $0
    Other
    $24,204
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,673
    Bonus
    $900
    Other
    $1,019
    Deferred
    $12,370
    Nontaxable benefits
    $11,834
    Filer's total
    $230,796

  • DAVID J REHDER

    PARAMEDIC

    Total calculated
    $257,726
    From this org
    $207,289
    From related orgs
    $0
    Other
    $50,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,859
    Bonus
    $31,126
    Other
    $2,304
    Deferred
    $12,817
    Nontaxable benefits
    $37,620
    Filer's total
    $257,726

  • JAMES E STEAD

    EMS SUPERVISOR

    Total calculated
    $383,454
    From this org
    $322,493
    From related orgs
    $0
    Other
    $60,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,230
    Bonus
    $29,760
    Other
    $6,503
    Deferred
    $18,300
    Nontaxable benefits
    $42,661
    Filer's total
    $383,454

  • MICHAEL T BURGESS

    EMERGENCY MEDICAL TECHNICIAN

    Total calculated
    $210,179
    From this org
    $188,964
    From related orgs
    $0
    Other
    $21,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,945
    Bonus
    $35,548
    Other
    $4,471
    Deferred
    $8,987
    Nontaxable benefits
    $12,228
    Filer's total
    $210,179

  • THOMAS HORKAN

    EMS SUPERVISOR

    Total calculated
    $222,490
    From this org
    $198,184
    From related orgs
    $0
    Other
    $24,306
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,143
    Bonus
    $22,654
    Other
    $1,387
    Deferred
    $11,991
    Nontaxable benefits
    $12,315
    Filer's total
    $222,490

  • JOHN M MURPHY MD

    FORMER PRESIDENT/NUVANCE CEO

    Total calculated
    $3,037,706
    From this org
    $0
    From related orgs
    $2,740,600
    Other
    $297,106
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,541,381 related
    Bonus
    $0 + $922,788 related
    Other
    $0 + $276,431 related
    Deferred
    $0 + $264,336 related
    Nontaxable benefits
    $0 + $32,770 related
    Filer's total
    $0 + $3,037,706 related

  • KERRY EATON

    FORMER CHAIR/CHIEF OPERATING OFFICER

    Total calculated
    $1,532,125
    From this org
    $0
    From related orgs
    $1,390,099
    Other
    $142,026
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $754,999 related
    Bonus
    $0 + $468,632 related
    Other
    $0 + $166,468 related
    Deferred
    $0 + $140,365 related
    Nontaxable benefits
    $0 + $1,661 related
    Filer's total
    $0 + $1,532,125 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
FOR THE FOLLOWING, BENEFITS REPORTED IN PART VII INCLUDE GROSS-UP PAYMENTS FOR EMPLOYEE RECOGNITION PROGRAM AWARDS: 5 HIGHEST-COMPENSATED EMPLOYEES 1 KEY EMPLOYEE
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
WESTERN CONNECTICUT HEALTH NETWORK AFFILIATES, INC. RELIED ON NUVANCE HEALTH, A RELATED TAX EXEMPT ORGANIZATION, TO APPROVE AND DETERMINE COMPENSATION FOR THE CEO AND TOP MANAGEMENT, WHICH USED A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO GATHER COMPARABLE DATA ON OTHER KEY EMPLOYEES.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
EFFECTIVE OCTOBER 1, 2020, NUVANCE HEALTH ESTABLISHED AN EXECUTIVE RETIREMENT PLAN IN ORDER TO PROVIDE NONQUALIFIED DEFINED CONTRIBUTION RETIREMENT BENEFITS TO DESIGNATED KEY MEMBERS OF ITS EXECUTIVE MANAGEMENT TEAM, SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 OR TIER 2 EXECUTIVE POSITIONS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN CALENDAR YEAR 2022, THE AMOUNTS EARNED BY THE PARTICIPANTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (C) RETIREMENT AND OTHER DEFERRED COMPENSATION. FOR CALENDAR YEAR 2022, AMOUNTS EARNED BY KEY MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM WERE AS FOLLOWS: JOHN M. MURPHY, MD $246,036 STEVEN H. ROSENBERG $108,180 KERRY EATON $110,402 CAROLYN MCKENNA $69,960 MICHELLE ROBERTSON $37,203 DANIEL DEBARBA $26,320
Schedule J, Part I, Line 7 Non-fixed payments
NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN (EXCERPTS FROM) THE PURPOSE OF THE NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO ENGAGE AND MOTIVATE THE ORGANIZATION'S LEADERS TO FURTHER THE CHARITABLE MISSION OF NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES, BY PROMOTING EFFECTIVE MANAGEMENT OF OPERATIONS, DELIVERY OF HIGH-QUALITY CARE AND SERVICE, AND RESPONSIBLE USE OF RESOURCES TO MEET COMMUNITY NEEDS. THE PLAN IS INTENDED TO ASSIST NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES TO ATTRACT AND RETAIN LEADERSHIP WITH THE TALENT AND EXPERIENCE NEEDED TO BE SUCCESSFUL BY PROVIDING MEANINGFUL INCENTIVES AND REWARDS FOR OUTSTANDING PERFORMANCE. INDIVIDUALS MUST BE AN ELIGIBLE EMPLOYEE TO BE CONSIDERED AS A PARTICIPANT IN THIS PLAN. AN ELIGIBLE EMPLOYEE IS AN INDIVIDUAL EMPLOYED BY NUVANCE HEALTH AND HOLDS A POSITION ASSIGNED TO ONE OF THE FOLLOWING TIERS, AS OF APRIL 30TH OF THE PLAN YEAR; - TIER I, PRESIDENT, CEO, SENIOR EXECUTIVE - TIER II, EXECUTIVE - TIER II(b), PHYSICIAN EXECUTIVE - TIER III, SENIOR LEADER (A) - TIER III, SENIOR LEADER (B) - TIER IV, LEADER (A) ORGANIZATIONAL GOALS ARE GENERALLY BASED ON THE FOLLOWING CATEGORIES AND ARE WEIGHTED THROUGH A SPLIT BETWEEN ORGANIZATIONAL AND INDIVIDUAL: - QUALITY AND SERVICE - PEOPLE AND CULTURE - PATIENT EXPERIENCE - FINANCIAL STRENGTH EACH PLAN YEAR, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD ("THE COMMITTEE"), IN ITS SOLE DISCRETION AND UNLESS OTHERWISE APPROPRIATELY DELEGATED, SELECTS PARTICIPANTS FROM A LIST OF ELIGIBLE EMPLOYEES NOMINATED BY THE CEO. THE CEO, EX OFFICIO, IS AN ELIGIBLE EMPLOYEE FOR PURPOSES OF SELECTION TO PARTICIPATE IN THE PLAN. EACH PLAN YEAR, THE COMMITTEE, BASED ON INPUT FROM THE CEO, MAY ESTABLISH A THRESHOLD AWARD, A TARGET AWARD AND/OR A MAXIMUM AWARD FOR EACH PARTICIPANT. AWARD OPPORTUNITIES ARE ESTABLISHED BASED ON COMPETITIVE MARKET PRACTICES AND ON NUVANCE HEALTH'S COMPENSATION PHILOSOPHY. AWARD OPPORTUNITIES MAY BE BASED ON ADDITIONAL FACTORS, INCLUDING NUVANCE HEALTH'S FINANCIAL AND OPERATIONAL PERFORMANCE, REFLECTING MARKET PAY PRACTICES AND BENCHMARKING FOR COMPARABLE POSITIONS, AND ANY OTHER FACTORS DEEMED RELEVANT BY THE COMMITTEE. EACH PLAN YEAR, THE COMMITTEE, AND UNLESS OTHERWISE APPROPRIATELY DELEGATED FOR ANY PLAN YEAR, SHALL ESTABLISH PERFORMANCE GOALS TO EVALUATE THE PERFORMANCE OF EACH PARTICIPANT. AFTER COMPLETION OF EACH PLAN YEAR, THE COMMITTEE MAY EVALUATE WHETHER THE PERFORMANCE OF NUVANCE HEALTH AND PARTICIPANT MEETS OR EXCEEDS THE PERFORMANCE GOALS ESTABLISHED FOR THE PLAN YEAR. IF PERFORMANCE WARRANTS, THE COMMITTEE MAY APPROVE A FINAL AWARD AMOUNT FOR EACH PARTICIPANT AND APPROVE ANY ADDITIONAL CONDITION ON PAYMENT OF THE AWARD. NUVANCE HEALTH EXECUTIVE LONG TERM INCENTIVE PLAN (EXCERPTS FROM) ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 EXECUTIVE POSITIONS SHALL BE ELIGIBLE EMPLOYEES TO PARTICIPATE IN THE PLAN. UNDER THE PLAN, PARTICIPANTS WILL BE ELIGIBLE TO RECEIVE INCENTIVE AWARD PAYMENTS BASED UPON THE ACHIEVEMENT OF SELECTED AND STRATEGICALLY IMPORTANT PERFORMANCE GOALS IDENTIFIED FOR EACH PERFORMANCE PERIOD. THE AWARD OPPORTUNITIES FOR AN ELIGIBLE EMPLOYEE WITH RESPECT TO A PERFORMANCE PERIOD SHALL BE EXPRESSED AS A PERCENTAGE OF HIS OR HER AVERAGE BASE SALARY IN EFFECT DURING THE APPLICABLE PERFORMANCE PERIOD. PRIOR TO THE BEGINNING OF EACH PERFORMANCE PERIOD, THE COMMITTEE MAY ESTABLISH A MINIMUM PERFORMANCE REQUIREMENT FOR NUVANCE HEALTH. NO FINAL AWARDS MAY BE GRANTED TO ANY PARTICIPANT FOR A PERFORMANCE PERIOD IN WHICH MINIMUM PERFORMANCE REQUIRMENTS, IN ANY, WERE NOT MET. THE FINAL AWARD PAYABLE TO EACH PARTICIPANT WILL BE DETERMINED WITHIN 60 DAYS FOLLOWING THE END OF THE PERFORMANCE PERIOD. AWARDS FOR A GIVEN PERFORMANCE PERIOD WILL BE PAID IN A SINGLE LUMP-SUM ON THE PAYMENT DATE PROVIDED HOWEVER, THAT NO PAYMENT WILL BE MADE UNTIL THE RESULTS ARE VERIFIED AND AUDITED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202402269349302405

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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