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Nonprofiteer
← YALE NEW HAVEN HEALTH SERVICES CORPORATION

Form 990 for tax year 2023

Filed by YALE NEW HAVEN HEALTH SERVICES CORPORATION.

Totals

Total revenue
$1,102,659,536
Total expenses
$1,108,232,476
Contributions and grants received
$10,279,418
Grants paid
$1,330,643
Program service revenue
$1,043,930,818
Investment income
$8,163,859
Other revenue
$40,285,441
Total assets, end of year
$3,517,963,826
Total liabilities, end of year
$3,049,811,727
Net assets or fund balances, end of year
$468,152,099
Program services expenses (Part IX)
$1,014,314,614
Management and general expenses
$93,917,862
Fundraising expenses
$0
Program service expenses (Part III)
$1,014,314,614

Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARNA BORGSTROM

    FORMER OFFICER

    Total calculated
    $3,123,075
    From this org
    $0
    From related orgs
    $3,123,075
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $3,123,075 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $3,123,075 related

  • CHRISTOPHER O'CONNOR

    CEO/TRUSTEE (CURRENT YR COMP)

    Total calculated
    $3,860,836
    From this org
    $3,038,169
    From related orgs
    $0
    Other
    $822,667
    Hours/week
    39 + 1 related

  • CHRISTOPHER O'CONNOR

    CEO/TRUSTEE (VESTED DEFERRED)

    Total calculated
    $265,120
    From this org
    $265,120
    From related orgs
    $0
    Other
    $0
    Hours/week
    39 + 1 related

  • MELISSA TURNER

    SVP/CHRO (CURRENT YR COMP)

    Total calculated
    $1,239,803
    From this org
    $899,354
    From related orgs
    $0
    Other
    $340,449
    Hours/week
    39 + 1 related

  • MELISSA TURNER

    SVP/CHRO (VESTED DEFERRED)

    Total calculated
    $1,597,974
    From this org
    $1,597,974
    From related orgs
    $0
    Other
    $0
    Hours/week
    39 + 1 related

  • VINCENT TAMMARO

    FORMER OFFICER

    Total calculated
    $2,486,567
    From this org
    $2,486,567
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $364,000
    Other
    $2,122,567
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $2,486,567

  • PATRICK MCCABE

    FORMER OFFICER

    Total calculated
    $2,581,960
    From this org
    $2,581,960
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $399,360
    Other
    $2,182,600
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $2,581,960

  • KEITH CHURCHWELL

    FORMER KEY EMPLOYEE (CURRENT YR COMP)

    Total calculated
    $1,648,900
    From this org
    $1,332,043
    From related orgs
    $0
    Other
    $316,857
    Hours/week
    0

  • KEITH CHURCHWELL

    FORMER KEY EMPLOYEE (VESTED DEFERRED)

    Total calculated
    $1,075,650
    From this org
    $1,075,650
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • THOMAS BALCEZAK

    EVP & CCO (CURRENT YR COMP)

    Total calculated
    $2,171,363
    From this org
    $1,637,005
    From related orgs
    $0
    Other
    $534,358
    Hours/week
    36 + 4 related

  • THOMAS BALCEZAK

    EVP & CCO (VESTED DEFERRED)

    Total calculated
    $167,594
    From this org
    $167,594
    From related orgs
    $0
    Other
    $0
    Hours/week
    36 + 4 related

  • PAMELA SUTTON-WALLACE

    EVP, COO & PRES (EFF 2/24)

    Total calculated
    $2,254,273
    From this org
    $1,672,126
    From related orgs
    $0
    Other
    $582,147
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,292,846
    Bonus
    $372,850
    Other
    $6,430
    Deferred
    $569,917
    Nontaxable benefits
    $12,230
    Filer's total
    $2,254,273

  • JOHN SKELLY

    FORMER OFFICER (CURRENT YR COMP)

    Total calculated
    $644,060
    From this org
    $530,897
    From related orgs
    $0
    Other
    $113,163
    Hours/week
    0

  • JOHN SKELLY

    FORMER OFFICER (VESTED DEFERRED)

    Total calculated
    $1,167,986
    From this org
    $1,167,986
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • VINCENT PETRINI

    FORMER OFFICER

    Total calculated
    $1,034,591
    From this org
    $1,032,685
    From related orgs
    $0
    Other
    $1,906
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $22,701
    Bonus
    $84,019
    Other
    $925,965
    Deferred
    $1,906
    Nontaxable benefits
    $0
    Filer's total
    $1,034,591

  • WILLIAM ASELTYNE

    ASSOC SEC (CURRENT YR COMP)

    Total calculated
    $1,450,910
    From this org
    $1,257,485
    From related orgs
    $0
    Other
    $193,425
    Hours/week
    34 + 6 related

  • WILLIAM ASELTYNE

    ASSOC SEC (VESTED DEFERRED)

    Total calculated
    $235,138
    From this org
    $235,138
    From related orgs
    $0
    Other
    $0
    Hours/week
    34 + 6 related

  • GAIL KOSYLA

    EVP/CFO/TREASURER

    Total calculated
    $1,543,615
    From this org
    $1,135,647
    From related orgs
    $0
    Other
    $407,968
    Hours/week
    33 + 7 related

    Schedule J breakdown matched by us

    Base
    $949,360
    Bonus
    $150,000
    Other
    $36,287
    Deferred
    $405,858
    Nontaxable benefits
    $2,110
    Filer's total
    $1,543,615

  • LISA STUMP

    SVP/CIO (CURRENT YR COMP)

    Total calculated
    $1,348,560
    From this org
    $988,478
    From related orgs
    $0
    Other
    $360,082
    Hours/week
    40

  • LISA STUMP

    SVP/CIO (VESTED DEFERRED)

    Total calculated
    $132,560
    From this org
    $132,560
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • THOMAS NEWMAN

    SVP (CURRENT YR COMP)

    Total calculated
    $1,214,509
    From this org
    $935,660
    From related orgs
    $0
    Other
    $278,849
    Hours/week
    39 + 1 related

  • THOMAS NEWMAN

    SVP (VESTED DEFERRED)

    Total calculated
    $98,473
    From this org
    $98,473
    From related orgs
    $0
    Other
    $0
    Hours/week
    39 + 1 related

  • MATTHEW COMERFORD

    SVP/CSO

    Total calculated
    $1,199,858
    From this org
    $921,868
    From related orgs
    $0
    Other
    $277,990
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $677,233
    Bonus
    $186,675
    Other
    $57,960
    Deferred
    $246,520
    Nontaxable benefits
    $31,470
    Filer's total
    $1,199,858

  • PATRICK GREEN

    FORMER OFFICER (CURRENT YR COMP)

    Total calculated
    $835,885
    From this org
    $616,803
    From related orgs
    $0
    Other
    $219,082
    Hours/week
    0

  • PATRICK GREEN

    FORMER OFFICER (VESTED DEFERRED)

    Total calculated
    $157,810
    From this org
    $157,810
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • ELIZABETH BECKMAN

    FORMER OFFICER

    Total calculated
    $769,727
    From this org
    $769,727
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $78,092
    Other
    $691,635
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $769,727

  • LORRAINE LEE

    SVP

    Total calculated
    $954,704
    From this org
    $738,118
    From related orgs
    $0
    Other
    $216,586
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $528,166
    Bonus
    $142,158
    Other
    $67,794
    Deferred
    $210,475
    Nontaxable benefits
    $6,111
    Filer's total
    $954,704

  • MICHEAL IVY

    VP

    Total calculated
    $950,796
    From this org
    $805,310
    From related orgs
    $0
    Other
    $145,486
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $636,200
    Bonus
    $94,944
    Other
    $74,166
    Deferred
    $113,376
    Nontaxable benefits
    $32,110
    Filer's total
    $950,796

  • DEREMIUS WILLIAMS

    SVP

    Total calculated
    $923,861
    From this org
    $695,920
    From related orgs
    $0
    Other
    $227,941
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $549,711
    Bonus
    $133,000
    Other
    $13,209
    Deferred
    $196,410
    Nontaxable benefits
    $31,531
    Filer's total
    $923,861

  • CAROLYN SALSGIVER

    FORMER OFFICER

    Total calculated
    $754,443
    From this org
    $729,833
    From related orgs
    $0
    Other
    $24,610
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $14,248
    Bonus
    $71,627
    Other
    $643,958
    Deferred
    $22,054
    Nontaxable benefits
    $2,556
    Filer's total
    $754,443

  • MICHAEL ANGELINI

    SVP, TREASURER, CIO

    Total calculated
    $874,201
    From this org
    $645,720
    From related orgs
    $0
    Other
    $228,481
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $507,496
    Bonus
    $93,680
    Other
    $44,544
    Deferred
    $196,820
    Nontaxable benefits
    $31,661
    Filer's total
    $874,201

  • JOSEPH BISSON

    SVP

    Total calculated
    $835,479
    From this org
    $630,842
    From related orgs
    $0
    Other
    $204,637
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $499,863
    Bonus
    $82,365
    Other
    $48,614
    Deferred
    $172,710
    Nontaxable benefits
    $31,927
    Filer's total
    $835,479

  • KEITH TANDLER

    VP FINANCE

    Total calculated
    $776,885
    From this org
    $650,779
    From related orgs
    $0
    Other
    $126,106
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $488,227
    Bonus
    $118,738
    Other
    $43,814
    Deferred
    $94,200
    Nontaxable benefits
    $31,906
    Filer's total
    $776,885

  • DENISE FIORE

    FORMER OFFICER

    Total calculated
    $547,749
    From this org
    $547,749
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $92,423
    Other
    $455,326
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $547,749

  • IAN SCHWARTZ

    FORMER OFFICER

    Total calculated
    $323,250
    From this org
    $323,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $323,250
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $323,250

  • KEVIN MYATT

    FORMER OFFICER

    Total calculated
    $310,000
    From this org
    $310,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $310,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $310,000

  • EUGENE COLUCCI

    FORMER OFFICER

    Total calculated
    $612,687
    From this org
    $563,109
    From related orgs
    $0
    Other
    $49,578
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $442,213
    Bonus
    $89,232
    Other
    $31,664
    Deferred
    $30,363
    Nontaxable benefits
    $19,215
    Filer's total
    $612,687

  • STEPHEN ALLEGRETTO

    FORMER OFFICER

    Total calculated
    $211,813
    From this org
    $211,813
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $211,813
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $211,813

  • MICHEAL DIMENSTEIN

    FORMER OFFICER

    Total calculated
    $144,440
    From this org
    $144,440
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $144,440
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $144,440

  • JAMES MORRIS

    FORMER OFFICER

    Total calculated
    $111,250
    From this org
    $111,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $111,250
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $111,250

  • VINCENT CALARCO

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY FARRELL

    VICE CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • W ROBERT BERKLEY JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JACK CALLAHAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOCELYN CUNNINGHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN FALCONI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CARLTON HIGHSMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AARON HOLLANDER

    SECRETARY/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • THOMAS KETCHUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN LAHEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN LEWIN MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LINDA LORIMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • B MICHAEL RAUH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ED RODRIGUEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PETER SALOVEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SCOTT STROBEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES TORGERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 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, and on a Form 990-PF Part VIII's — 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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • CHRISTOPHER O'CONNOR

    CEO/TRUSTEE (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $1,886,812
    Bonus
    $870,160
    Other
    $281,197
    Deferred
    $790,557
    Nontaxable benefits
    $32,110
    Filer's total
    $3,860,836

  • CHRISTOPHER O'CONNOR

    CEO/TRUSTEE (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $265,120
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $265,120

  • MELISSA TURNER

    SVP/CHRO (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $647,403
    Bonus
    $180,000
    Other
    $71,951
    Deferred
    $308,339
    Nontaxable benefits
    $32,110
    Filer's total
    $1,239,803

  • MELISSA TURNER

    SVP/CHRO (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $1,597,974
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,597,974

  • KEITH CHURCHWELL

    FORMER KEY EMPLOYEE (CURRENT YR COMP

    Schedule J breakdown

    Base
    $712,067
    Bonus
    $133,980
    Other
    $485,996
    Deferred
    $292,984
    Nontaxable benefits
    $23,873
    Filer's total
    $1,648,900

  • KEITH CHURCHWELL

    FORMER KEY EMPLOYEE (VESTED DEFERRED

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $1,075,650
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,075,650

  • THOMAS BALCEZAK

    EVP & CCO (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $1,098,391
    Bonus
    $365,750
    Other
    $172,864
    Deferred
    $531,580
    Nontaxable benefits
    $2,778
    Filer's total
    $2,171,363

  • THOMAS BALCEZAK

    EVP & CCO (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $167,594
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $167,594

  • JOHN SKELLY

    FORMER OFFICER (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $380,372
    Bonus
    $88,397
    Other
    $62,128
    Deferred
    $89,752
    Nontaxable benefits
    $23,411
    Filer's total
    $644,060

  • JOHN SKELLY

    FORMER OFFICER (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $1,167,986
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,167,986

  • WILLIAM ASELTYNE

    ASSOC SEC (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $994,590
    Bonus
    $121,800
    Other
    $141,095
    Deferred
    $177,200
    Nontaxable benefits
    $16,225
    Filer's total
    $1,450,910

  • WILLIAM ASELTYNE

    ASSOC SEC (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $235,138
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $235,138

  • LISA STUMP

    SVP/CIO (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $759,597
    Bonus
    $111,592
    Other
    $117,289
    Deferred
    $328,558
    Nontaxable benefits
    $31,524
    Filer's total
    $1,348,560

  • LISA STUMP

    SVP/CIO (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $132,560
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $132,560

  • THOMAS NEWMAN

    SVP (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $544,649
    Bonus
    $252,648
    Other
    $138,363
    Deferred
    $255,969
    Nontaxable benefits
    $22,880
    Filer's total
    $1,214,509

  • THOMAS NEWMAN

    SVP (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $98,473
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $98,473

  • PATRICK GREEN

    FORMER OFFICER (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $469,476
    Bonus
    $90,570
    Other
    $56,757
    Deferred
    $200,643
    Nontaxable benefits
    $18,439
    Filer's total
    $835,885

  • PATRICK GREEN

    FORMER OFFICER (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $157,810
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $157,810

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 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
  • 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)

PART I, LINES 4A-B
LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: 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 VINCENT TAMMARO $1,040,000 - - PATRICK MCCABE $537,600 - - ELIZABETH BECKMAN $482,885 - - CHRISTOPHER O'CONNOR - $558,058 - THOMAS J. BALCEZAK - $295,280 - PAMELA SUTTON-WALLACE - $283,400 - GAIL KOSYLA - $207,100 - KEITH CHURCHWELL $380,769 $171,882 - MELISSA TURNER - $168,756 - THOMAS NEWMAN $84,000 $162,589 - LISA STUMP - $177,519 - PATRICK GREEN - $114,315 - MATTHEW COMERFORD - $111,420 - LORRAINE LEE - $92,175 - DEREMIUS WILLIAMS - $87,360 - MICHAEL ANGELINI - $81,120 - JOSEPH BISSON - $79,560 - CAROLYN SALSGIVER $394,231 $17,606 - 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 2023 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2023 CALENDAR YEAR FORM W-2. SRIP EDCAP KEITH CHURCHWELL - $121,198 MELISSA TURNER $1,550,000 $47,974 JOHN SKELLY $1,167,986 - WILLIAM ASELTYNE $235,138 - CHRISTOPHER O'CONNOR - $265,120 THOMAS BALCEZAK - $167,594 PATRICK GREEN - $157,810 LISA STUMP - $132,560 THOMAS NEWMAN - $98,473 CAROLYN SALSGIVER KOBSA - $47,343 THE EMPLOYEE LISTED BELOW RECEIVED A FINAL PAYMENT, AS PART OF HIS SEPARATION AGREEMENT, THAT RECOGNIZES THE EMPLOYEE'S FORFEITURE OF THE EXECUTIVE DEFERRED COMPENSATION ACCOUNT PLAN (EDCAP), A NON-QUALIFIED PLAN. THIS AMOUNT WAS REPORTED IN THE INDIVIDUAL'S 2023 FORM W-2. KEITH CHURCHWELL $954,452 THE FOLLOWING REPORTED INDIVIDUAL(S) RECEIVED A PAYMENT FROM A NONQUALIFIED PLAN. THE PAYMENT WAS MADE DIRECTLY TO THE INDIVIDUAL(S) FROM THE RABBI TRUST AND REPORTED IN THE INDIVIDUALS' 2023 FORM W-2 ISSUED BY THE RABBI TRUST. MARNA BORGSTROM $2,154,050 KEITH CHURCHWELL $1,538,027 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 DENISE FIORE $49,614 JAMES MORRIS $25,881 JOHN SKELLY $17,235
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.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CORPORATE PROFESSIONAL BUSINESS SERVICES INC

    C · MANAGEMENT SERVICES · CT · 100% owned · share of income $8,485,418 · share of assets $3,735,109 · controlled entity

  • GREENWICH FERTILITY & IVF PC

    C · HEALTHCARE SERVICES · CT · 100% owned · share of income $4,845,826 · share of assets $2,077,169 · controlled entity

    Directly controlled by GREENWICH HOSPITAL

  • GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY

    C · HEALTHCARE SERVICES · NJ · 100% owned · share of income $1,350 · share of assets $70,243 · controlled entity

    Directly controlled by GREENWICH HOSPITAL

  • GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC

    C · HEALTHCARE SERVICES · NY · 100% owned · share of assets $52,240 · controlled entity

    Directly controlled by GREENWICH HOSPITAL

  • L & M SYSTEMS INC

    C · HEALTHCARE RELATED SERVICES · CT · 100% owned · controlled entity

    Directly controlled by LAWRENCE MEMORIAL CORPORATION

  • L&M HOME CARE SERVICES INC

    C · HOME THERAPY · CT · 100% owned · share of income $821,867 · share of assets $7,781,247 · controlled entity

    Directly controlled by L & M SYSTEMS INC

  • MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC

    C · PHARMACY · CT · 100% owned · share of income $56,283,677 · share of assets $111,702,757 · controlled entity

    Directly controlled by YALE NEW HAVEN HOSPITAL

  • YALE NEW HAVEN AMBULATORY SERVICES

    C · HEALTHCARE SERVICES · CT · 100% owned · share of income $7,852,779 · share of assets $25,585,170 · controlled entity

    Directly controlled by YALE NEW HAVEN HOSPITAL

  • YNHH PHYSICIANS CORP

    C · ADMINISTRATIVE SERVICES · CT · 100% owned · controlled entity

  • URGENT CARE MEDICAL ASSOCIATES OF MA LLC

    C · URGENT CARE SERVICES · MA · 100% owned · share of income -$546,662 · share of assets $3,661,404 · controlled entity

    Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION

  • URGENT CARE MEDICAL OF NEW YORK LLC

    C · URGENT CARE SERVICES · CT · 100% owned · share of income $61,000 · share of assets $642,156 · controlled entity

    Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202512259349301106

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