Form 990 for tax year 2024
Filed by CONNECTICUT CHILDRENS FOUNDATION INC.
Totals
- Total revenue
- $46,656,166
- Total expenses
- $57,170,991
- Contributions and grants received
- $29,101,652
- Grants paid
- $50,392,064
- Program services expenses (Part IX)
- $50,392,064
- Management and general expenses
- $2,878,028
- Fundraising expenses
- $3,900,899
- Program service expenses (Part III)
- $50,392,064
Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JAMES E SHMERLINGDHAFACHE
Director - President/CEO
- Total calculated
- $2,052,851
- From this org
- $0
- From related orgs
- $2,003,014
- Other
- $49,837
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $0 + $1,190,373 related
- Bonus
- $0 + $555,966 related
- Other
- $0 + $256,675 related
- Deferred
- $0 + $20,400 related
- Nontaxable benefits
- $0 + $29,437 related
- Filer's total
- $0 + $2,052,851 related
-
Bridgett Feagin MBA
Treasurer - EVP/CFO
- Total calculated
- $1,057,898
- From this org
- $0
- From related orgs
- $913,785
- Other
- $144,113
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $0 + $676,610 related
- Bonus
- $0 + $235,767 related
- Other
- $0 + $1,408 related
- Deferred
- $0 + $123,732 related
- Nontaxable benefits
- $0 + $20,381 related
- Filer's total
- $0 + $1,057,898 related
-
Paulanne Jushkevich
Director - President CCMC FDN
- Total calculated
- $512,863
- From this org
- $429,205
- From related orgs
- $0
- Other
- $83,658
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $418,571
- Bonus
- $8,002
- Other
- $2,632
- Deferred
- $57,421
- Nontaxable benefits
- $26,237
- Filer's total
- $512,863
-
Alison K Auciello
SVP Development
- Total calculated
- $302,851
- From this org
- $271,058
- From related orgs
- $0
- Other
- $31,793
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $229,467
- Bonus
- $40,831
- Other
- $760
- Deferred
- $17,355
- Nontaxable benefits
- $14,438
- Filer's total
- $302,851
-
Lauren E McGill
VP, Foundation Ops & Giving
- Total calculated
- $234,142
- From this org
- $210,965
- From related orgs
- $0
- Other
- $23,177
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $180,991
- Bonus
- $29,393
- Other
- $581
- Deferred
- $9,698
- Nontaxable benefits
- $13,479
- Filer's total
- $234,142
-
Dianna L Pategas
VP Stewardship Donor Relations
- Total calculated
- $216,187
- From this org
- $171,201
- From related orgs
- $0
- Other
- $44,986
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $144,575
- Bonus
- $25,919
- Other
- $707
- Deferred
- $11,257
- Nontaxable benefits
- $33,729
- Filer's total
- $216,187
-
Molly Ferguson
Associate VP Development
- Total calculated
- $166,092
- From this org
- $133,762
- From related orgs
- $0
- Other
- $32,330
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $131,181
- Bonus
- $2,500
- Other
- $81
- Deferred
- $8,263
- Nontaxable benefits
- $24,067
- Filer's total
- $166,092
-
Bree M Pelczar
VP Philanthropic Events
- Total calculated
- $164,310
- From this org
- $155,094
- From related orgs
- $0
- Other
- $9,216
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $132,031
- Bonus
- $22,470
- Other
- $593
- Deferred
- $9,216
- Nontaxable benefits
- $0
- Filer's total
- $164,310
-
David Kinahan
Former Officer
- Total calculated
- $136,940
- From this org
- $122,426
- From related orgs
- $0
- Other
- $14,514
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $122,426
- Deferred
- $1,265
- Nontaxable benefits
- $13,249
- Filer's total
- $136,940
-
Shari G Cantor
Chairman - Director
- Total calculated
- $0
- Hours/week
- 1
-
Christine E Bromberg Esq
Vice Chairman - Director
- Total calculated
- $0
- Hours/week
- 1
-
John Sodipo
Secretary - Director
- Total calculated
- $0
- Hours/week
- 1
-
Geno Auriemma
Director
- Total calculated
- $0
- Hours/week
- 1
-
Roger Beit
Director
- Total calculated
- $0
- Hours/week
- 1
-
Steven Brandrowczak
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kimberley Connolly
Director
- Total calculated
- $0
- Hours/week
- 1
-
James W Fanelli CFP
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Fish
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lou George
Director
- Total calculated
- $0
- Hours/week
- 1
-
Allyson Gottlieb
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen Hess
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Hurley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Daryl L Jackson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joseph K Labieniec
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joyce A Lagnese Esq
Director
- Total calculated
- $0
- Hours/week
- 1
-
Russell Lallier
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jane Owen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Paley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sara Pierce
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Rubin
Director; Ex-Officio
- Total calculated
- $0
- Hours/week
- 1
-
Matthew A Somberg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Casazza
Director (Term 12/24)
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- CORE FORM, PART VII AND SCHEDULE J
- TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2.
- SCHEDULE J, PART I; QUESTION 3
- EACH YEAR, AN INDEPENDENT COMPENSATION CONSULTANT CONDUCTS A MARKET ANALYSIS OF CONNECTICUT CHILDREN'S MEDICAL CENTER'S ("CONNECTICUT CHILDREN'S") PRESIDENT/CHIEF EXECUTIVE OFFICER, OFFICERS AND OTHER KEY EMPLOYEES. TO AUGMENT THEIR PROPRIETARY AND OTHER DATA TO WHICH THEY HAVE ACCESS, CONNECTICUT CHILDREN'S PROVIDES THE DATA RESULTS FROM SALARY SURVEYS IN WHICH CONNECTICUT CHILDREN'S PARTICIPATES. THE ANALYSIS AND PRESENTATION OF THE DATA IS PRESENTED BY THE INDEPENDENT COMPENSATION CONSULTANT TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE CONNECTICUT CHILDREN'S BOARD OF DIRECTORS. ANNUALLY THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE BOARD OF DIRECTORS THEN REVIEW AND DISCUSS SALARY RECOMMENDATIONS FOR THE OFFICERS AND OTHER KEY EMPLOYEES AND SIGN OFF ON THE FINAL RECOMMENDATIONS. CONNECTICUT CHILDREN'S EXECUTIVE COMMITTEE MEETS INDEPENDENTLY WITH THE PRESIDENT/CHIEF EXECUTIVE OFFICER TO DISCUSS HIS INDIVIDUAL PERFORMANCE. FOLLOWING THE PERFORMANCE EVALUATION, A SALARY RECOMMENDATION IS MADE AND COMMUNICATED TO THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES TO AUTHORIZE PROCESSING.
- SCHEDULE J, PART I; QUESTION 4A
- THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2024 WHICH WERE INCLUDED IN THEIR 2024 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: David Kinahan, $121,862.
- SCHEDULE J, PART I; QUESTION 4B
- THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN), AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN THIS INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JAMES E. SHMERLING, DHA, FACHE, $240,000. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, EACH INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BRIDGETT FEAGIN, MBA, $108,901 AND PAULANNE JUSHKEVICH, $43,350.
- SCHEDULE J, PART I; QUESTIONS 6A & 6B
- THE ORGANIZATION IS AN AFFILIATE WITHIN CCMC CORPORATION AND SUBSIDIARIES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES CONNECTICUT CHILDREN'S MEDICAL CENTER ("CONNECTICUT CHILDREN'S"). CONNECTICUT CHILDREN'S BOARD OF DIRECTORS HAS AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE"). ACCORDINGLY, THE COMMITTEE MAY ELECT TO MAKE INCENTIVE AWARDS IN ITS SOLE DISCRETION. IF THE COMMITTEE ELECTS TO MAKE SUCH INCENTIVE AWARDS, THE AMOUNT OF AN ELIGIBLE EMPLOYEE'S INCENTIVE AWARD IS BASED GENERALLY UPON THE FOLLOWING CRITERIA: - CCMC CORPORATION ACHIEVING THRESHOLD FOR THE FINANCIAL GOALS, OTHERWISE NO INCENTIVE WILL BE PAID; - INDIVIDUAL AND CORPORATION PERFORMANCE AND WHETHER THE LEVEL OF PERFORMANCE ACHIEVED IS AT THRESHOLD, TARGET, OR STRETCH; AND - THE PERCENTAGE OF THE AWARD COMPRISED OF CORPORATION VERSUS INDIVIDUAL PERFORMANCE. THE COMPENSATION FOR CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II OF THIS FORM 990 CONSIST OF BOTH A FIXED SALARY AND ADDITIONAL AT-RISK INCENTIVE COMPENSATION.
- SCHEDULE J, PART I; QUESTION 7
- IF THE COMPENSATION COMMITTEE ELECTS TO MAKE INCENTIVE AWARDS, THESE AWARDS ARE TO BE PAID NO LATER THAN TWO AND ONE-HALF MONTHS AFTER THE END OF THE FISCAL OR CALENDAR YEAR, WHICHEVER IS LATER, AFTER WHICH THE AMOUNT OF SUCH AWARDS ARE DETERMINED. THEREFORE, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, RULES AND REGULATIONS, CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED INCENTIVE AWARDS DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
- SCHEDULE J, PART II; COLUMN F
- THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE EMPLOYEE INCENTIVE AWARDS AND/OR VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE AMOUNTS HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.
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
-
CONNECTICUT CHILDREN'S MEDICAL CENTER
$42,284,458
PROGRAM SUPPORT
-
CONNECTICUT CHILDREN'S SPECIALTY GROUPINC
$8,107,606
PROGRAM SUPPORT
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.
-
CONNECTICUT CHILDREN'S MEDICAL CENTER
501(C)(3) · HLTHCARE SVCS · CT
Directly controlled by CCMC CORP
-
501(C)(3) · HLTHCARE SVCS · CT
Directly controlled by NA
-
501(C)(3) · INACTIVE · CT
Directly controlled by CT CHILDRENS
-
CONNECTICUT CHILDREN'S SPECIALTY GROUP
501(C)(3) · HLTHCARE SVCS · CT
Directly controlled by CT CHILDRENS
-
CHILDREN'S FUND OF CONNECTICUT INC
501(C)(3) · HLTHCARE SVCS · CT
Directly controlled by CT CHILDRENS
-
CHILD HEALTH AND DEV INSTITUTE OF CT
501(C)(3) · HLTHCARE SVCS · CT
Directly controlled by CFCT
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.2
- Source object
- 202642309349300504
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