Form 990 for tax year 2024
Filed by YALE NEW HAVEN HEALTH SERVICES CORPORATION.
Totals
- Total revenue
- $1,157,413,267
- Total expenses
- $1,256,752,467
- Contributions and grants received
- $5,636,432
- Grants paid
- $2,724,655
- Program service revenue
- $1,069,455,938
- Investment income
- $30,205,172
- Other revenue
- $52,115,725
- Total assets, end of year
- $3,566,037,960
- Total liabilities, end of year
- $3,215,224,573
- Net assets or fund balances, end of year
- $350,813,387
- Program services expenses (Part IX)
- $1,081,222,562
- Management and general expenses
- $175,529,905
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,081,222,562
Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$5,636,432
-
2a · Program service revenue: MANAGEMENT SERVICES
total $902,381,464 · related or exempt $900,352,260 · unrelated business $2,029,204
-
2b · Program service revenue: INSURANCE PREMIUMS
total $96,982,690 · related or exempt $96,982,690
-
2c · Program service revenue: PATIENT PROGRAM SERVIC
total $54,914,569 · related or exempt $54,914,569
-
2d · Program service revenue: EMERGENCY PREPAREDNESS
total $15,177,215 · related or exempt $15,177,215
-
3 · Investment income
total $36,105,333 · excluded $36,105,333
-
6a · Gross rents
real property $213,780
-
6b · Less rental expenses
real property $164,446
-
6c · Rental income or loss
real property $49,334
-
6d · Net rental income or loss
total $49,334 · related or exempt $49,334
-
7a · Gross sales of assets other than inventory
securities $393,780,916
-
7b · Less cost or other basis and sales expenses
securities $392,089,039 · other assets $7,592,038
-
7c · Gain or loss
securities $1,691,877 · other assets -$7,592,038
-
7d · Net gain or loss
total -$5,900,161 · excluded -$5,900,161
-
11a · Other revenue: VENDOR REBATES
total $30,486,599 · related or exempt $30,486,599
-
11b · Other revenue: CIN/HSC SERVICES REV
total $10,100,144 · related or exempt $10,100,144
-
11c · Other revenue: OTHER ANCILLARY INCOME
total $8,166,063 · related or exempt $8,166,063
-
11d · All other revenue
total $3,313,585 · related or exempt $3,309,815 · unrelated business $3,770
-
11e · Other revenue, total
$52,066,391
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,724,655 · program services $2,724,655
-
5 · Compensation of officers, directors and key employees
total $24,123,818 · management and general $24,123,818
-
7 · Other salaries and wages
total $419,640,664 · program services $377,508,741 · management and general $42,131,923
-
8 · Pension plan contributions
total $22,075,377 · program services $19,859,009 · management and general $2,216,368
-
9 · Other employee benefits
total $88,717,087 · program services $79,809,891 · management and general $8,907,196
-
10 · Payroll taxes
total $33,782,911 · program services $30,391,107 · management and general $3,391,804
-
11b · Fees: legal
total $28,529,967 · program services $25,665,558 · management and general $2,864,409
-
11c · Fees: accounting
total $549,704 · program services $494,514 · management and general $55,190
-
11f · Fees: investment management
total $80,180 · management and general $80,180
-
11g · Fees: other
total $147,901,137 · program services $133,051,862 · management and general $14,849,275
-
13 · Office expenses
total $11,617,132 · program services $10,450,772 · management and general $1,166,360
-
16 · Occupancy
total $169,832,994 · program services $152,781,761 · management and general $17,051,233
-
19 · Conferences, conventions and meetings
total $1,600,470 · program services $1,439,783 · management and general $160,687
-
20 · Interest
total $338,323 · program services $338,323
-
22 · Depreciation, depletion and amortization
total $80,445,568 · program services $72,368,833 · management and general $8,076,735
-
23 · Insurance
total $125,778,341 · program services $125,778,341
-
24a · Other expenses: LITIGATION SETTLEMENT
total $45,000,000 · program services $0 · management and general $45,000,000
-
24b · Other expenses: LAUNDRY & LINEN SERVICE
total $20,121,227 · program services $18,101,056 · management and general $2,020,171
-
24c · Other expenses: MEDICAL SUPPLIES
total $15,057,979 · program services $13,541,849 · management and general $1,516,130
-
24d · Other expenses: DUES & MEMBERSHIPS
total $7,032,699 · program services $6,326,616 · management and general $706,083
-
24e · All other expenses
total $11,802,234 · program services $10,589,891 · management and general $1,212,343
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $753,367,368 · end of year $661,915,974
-
3 · Pledges and grants receivable
beginning of year $1,199,120 · end of year $871,916
-
4 · Accounts receivable
beginning of year $1,522,933,970 · end of year $1,568,734,163
-
8 · Inventories for sale or use
beginning of year $7,781,456 · end of year $1,188,755
-
9 · Prepaid expenses and deferred charges
beginning of year $19,412,603 · end of year $18,611,603
-
10a · Land, buildings and equipment: cost or other basis
$801,595,772
-
10b · Land, buildings and equipment: accumulated depreciation
$555,673,179
-
10c · Land, buildings and equipment, net
beginning of year $221,979,385 · end of year $245,922,593
-
12 · Investments: other securities
beginning of year $136,604,665 · end of year $86,961,378
-
13 · Investments: program-related
beginning of year $438,521,000 · end of year $451,546,839
-
14 · Intangible assets
beginning of year $134,163,352 · end of year $239,921,974
-
15 · Other assets
beginning of year $282,000,907 · end of year $290,362,765
-
17 · Accounts payable and accrued expenses
beginning of year $757,447,456 · end of year $853,782,471
-
19 · Deferred revenue
beginning of year $84,591,082 · end of year $76,390,865
-
20 · Tax-exempt bond liabilities
beginning of year $1,858,665,999 · end of year $1,833,361,567
-
25 · Other liabilities
beginning of year $349,107,190 · end of year $451,689,670
-
27 · Net assets without donor restrictions
beginning of year $431,951,010 · end of year $314,612,298
-
28 · Net assets with donor restrictions
beginning of year $36,201,089 · end of year $36,201,089
Mission and programs · 2024
Mission
TO SUPPORT ITS MEMBER HEALTHCARE ORGANIZATIONS FURTHER INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, AND RESEARCH.
Activities or mission (Part I)
TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES.
-
SEE SCHEDULE O
Expenses $1,081,222,562 · Grants $2,724,655 · Revenue $2,188,994,627
-
SEE SCHEDULE O
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Christopher O'ConnorCHRISTOPHER O'CONNOR
CEO/TRUSTEE (CURRENT YR COMP)
- Total calculated
- $4,968,969
- From this org
- $3,964,082
- From related orgs
- $0
- Other
- $1,004,887
- Hours/week
- 39 + 1 related
-
Christopher O'ConnorCHRISTOPHER O'CONNOR
CEO/TRUSTEE (VESTED DEFERRED)
- Total calculated
- $292,895
- From this org
- $292,895
- From related orgs
- $0
- Other
- $0
- Hours/week
- 39 + 1 related
-
Keith ChurchwellKEITH CHURCHWELL
FORMER KEY EMPLOYEE
- Total calculated
- $2,327,667
- From this org
- $2,327,667
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $372,350
- Other
- $1,955,317
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $2,327,667
-
Thomas BalcezakTHOMAS BALCEZAK
EVP & CCO (CURRENT YR COMP)
- Total calculated
- $2,236,591
- From this org
- $1,692,135
- From related orgs
- $0
- Other
- $544,456
- Hours/week
- 33 + 7 related
-
Thomas BalcezakTHOMAS BALCEZAK
EVP & CCO (VESTED DEFERRED)
- Total calculated
- $184,637
- From this org
- $184,637
- From related orgs
- $0
- Other
- $0
- Hours/week
- 33 + 7 related
-
Pamela Sutton-WallacePAMELA SUTTON-WALLACE
PRESIDENT, YNHHS
- Total calculated
- $3,144,397
- From this org
- $2,499,579
- From related orgs
- $0
- Other
- $644,818
- Hours/week
- 33 + 7 related
Schedule J breakdown matched by us
- Base
- $1,470,292
- Bonus
- $1,015,760
- Other
- $13,527
- Deferred
- $633,153
- Nontaxable benefits
- $11,665
- Filer's total
- $3,144,397
-
Marna BorgstromMARNA BORGSTROM
FORMER OFFICER
- Total calculated
- $2,303,304
- From this org
- $0
- From related orgs
- $2,303,304
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $2,303,304 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $2,303,304 related
-
Melissa TurnerMELISSA TURNER
SVP/CHRO (CURRENT YR COMP)
- Total calculated
- $1,169,180
- From this org
- $995,682
- From related orgs
- $0
- Other
- $173,498
- Hours/week
- 40
-
Melissa TurnerMELISSA TURNER
SVP/CHRO (VESTED DEFERRED)
- Total calculated
- $951,498
- From this org
- $951,498
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
John SkellyJOHN SKELLY
FORMER OFFICER
- Total calculated
- $1,306,964
- From this org
- $1,255,258
- From related orgs
- $51,706
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $120,147
- Other
- $1,135,111 + $51,706 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $1,255,258 + $51,706 related
-
William AseltyneWILLIAM ASELTYNE
ASSOC SEC (CURRENT YR COMP)
- Total calculated
- $1,721,748
- From this org
- $1,508,654
- From related orgs
- $0
- Other
- $213,094
- Hours/week
- 29 + 11 related
-
William AseltyneWILLIAM ASELTYNE
ASSOC SEC (VESTED DEFERRED)
- Total calculated
- $484,931
- From this org
- $484,931
- From related orgs
- $0
- Other
- $0
- Hours/week
- 29 + 11 related
-
Thomas NewmanTHOMAS NEWMAN
FORMER (CURRENT YR COMP)
- Total calculated
- $1,316,157
- From this org
- $1,316,157
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
-
Thomas NewmanTHOMAS NEWMAN
FORMER (VESTED DEFERRED)
- Total calculated
- $111,980
- From this org
- $111,980
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
-
Gail KosylaGAIL KOSYLA
TREASURER
- Total calculated
- $1,988,355
- From this org
- $1,546,462
- From related orgs
- $0
- Other
- $441,893
- Hours/week
- 28 + 12 related
Schedule J breakdown matched by us
- Base
- $1,034,860
- Bonus
- $497,225
- Other
- $14,377
- Deferred
- $439,776
- Nontaxable benefits
- $2,117
- Filer's total
- $1,988,355
-
Carolyn SalsgiverCAROLYN SALSGIVER
FORMER OFFICER
- Total calculated
- $1,163,065
- From this org
- $1,133,043
- From related orgs
- $0
- Other
- $30,022
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $1,133,043
- Deferred
- $0
- Nontaxable benefits
- $30,022
- Filer's total
- $1,163,065
-
Lisa StumpLISA STUMP
SVP/CIO (CURRENT YR COMP)
- Total calculated
- $1,421,894
- From this org
- $1,067,758
- From related orgs
- $0
- Other
- $354,136
- Hours/week
- 40
-
Lisa StumpLISA STUMP
SVP/CIO (VESTED DEFERRED)
- Total calculated
- $140,135
- From this org
- $140,135
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Patrick GreenPATRICK GREEN
FORMER OFFICER
- Total calculated
- $699,459
- From this org
- $699,459
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $699,459
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $699,459
-
Matthew ComerfordMATTHEW COMERFORD
SENIOR VICE PRESIDENT
- Total calculated
- $1,301,860
- From this org
- $1,002,454
- From related orgs
- $0
- Other
- $299,406
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $733,305
- Bonus
- $209,626
- Other
- $59,523
- Deferred
- $268,308
- Nontaxable benefits
- $31,098
- Filer's total
- $1,301,860
-
Vincent PetriniVINCENT PETRINI
FORMER OFFICER
- Total calculated
- $606,223
- From this org
- $526,462
- From related orgs
- $79,761
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $526,462 + $79,761 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $526,462 + $79,761 related
-
Lorraine LeeLORRAINE LEE
SENIOR VICE PRESIDENT
- Total calculated
- $1,081,102
- From this org
- $829,558
- From related orgs
- $0
- Other
- $251,544
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $606,494
- Bonus
- $153,181
- Other
- $69,883
- Deferred
- $227,700
- Nontaxable benefits
- $23,844
- Filer's total
- $1,081,102
-
Deremius WilliamsDEREMIUS WILLIAMS
SENIOR VICE PRESIDENT
- Total calculated
- $974,081
- From this org
- $739,388
- From related orgs
- $0
- Other
- $234,693
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $571,903
- Bonus
- $151,256
- Other
- $16,229
- Deferred
- $203,527
- Nontaxable benefits
- $31,166
- Filer's total
- $974,081
-
Michael AngeliniMICHAEL ANGELINI
SVP, TREASURER, CIO
- Total calculated
- $961,809
- From this org
- $729,337
- From related orgs
- $0
- Other
- $232,472
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $527,253
- Bonus
- $158,912
- Other
- $43,172
- Deferred
- $200,890
- Nontaxable benefits
- $31,582
- Filer's total
- $961,809
-
Joseph BissonJOSEPH BISSON
SENIOR VICE PRESIDENT
- Total calculated
- $935,552
- From this org
- $727,193
- From related orgs
- $0
- Other
- $208,359
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $530,254
- Bonus
- $148,971
- Other
- $47,968
- Deferred
- $176,797
- Nontaxable benefits
- $31,562
- Filer's total
- $935,552
-
Vincent TammaroVINCENT TAMMARO
FORMER OFFICER
- Total calculated
- $539,650
- From this org
- $382,125
- From related orgs
- $157,525
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $382,125 + $157,525 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $382,125 + $157,525 related
-
Patrick McCabePATRICK MCCABE
FORMER OFFICER
- Total calculated
- $452,718
- From this org
- $355,671
- From related orgs
- $97,047
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $355,671 + $97,047 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $355,671 + $97,047 related
-
Keith TandlerKEITH TANDLER
VP FINANCE
- Total calculated
- $805,736
- From this org
- $678,044
- From related orgs
- $0
- Other
- $127,692
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $505,873
- Bonus
- $124,888
- Other
- $47,283
- Deferred
- $96,150
- Nontaxable benefits
- $31,542
- Filer's total
- $805,736
-
Rebecca MatthewsREBECCA MATTHEWS
SENIOR VICE PRESIDENT
- Total calculated
- $790,248
- From this org
- $669,072
- From related orgs
- $0
- Other
- $121,176
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $512,261
- Bonus
- $135,850
- Other
- $20,961
- Deferred
- $97,550
- Nontaxable benefits
- $23,626
- Filer's total
- $790,248
-
Glynn StantonGLYNN STANTON
SVP & CHIEF INFORMATION OFFICER
- Total calculated
- $756,833
- From this org
- $688,038
- From related orgs
- $0
- Other
- $68,795
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $419,401
- Bonus
- $243,259
- Other
- $25,378
- Deferred
- $38,721
- Nontaxable benefits
- $30,074
- Filer's total
- $756,833
-
Margaret McGovernMARGARET MCGOVERN
CHIEF PHYSICIAN EXECUTIVE
- Total calculated
- $716,756
- From this org
- $716,756
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $651,596
- Bonus
- $65,160
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $716,756
-
Lee SchwammLEE SCHWAMM
CHIEF INFORMATION OFFICER
- Total calculated
- $486,949
- From this org
- $486,949
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $426,400
- Bonus
- $60,549
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $486,949
-
Kevin MyattKEVIN MYATT
FORMER OFFICER
- Total calculated
- $216,735
- From this org
- $147,146
- From related orgs
- $69,589
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $147,146 + $69,589 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $147,146 + $69,589 related
-
Denise FioreDENISE FIORE
FORMER OFFICER
- Total calculated
- $197,691
- From this org
- $148,077
- From related orgs
- $49,614
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $148,077 + $49,614 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $148,077 + $49,614 related
-
Jon FitzgeraldJON FITZGERALD
SVP & CHIEF DEVELOPMENT OFFICER
- Total calculated
- $308,851
- From this org
- $266,695
- From related orgs
- $0
- Other
- $42,156
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,212
- Bonus
- $25,000
- Other
- $9,483
- Deferred
- $39,919
- Nontaxable benefits
- $2,237
- Filer's total
- $308,851
-
Stephen AllegrettoSTEPHEN ALLEGRETTO
FORMER OFFICER
- Total calculated
- $169,084
- From this org
- $110,519
- From related orgs
- $58,565
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $110,519 + $58,565 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $110,519 + $58,565 related
-
James MorrisJAMES MORRIS
FORMER OFFICER
- Total calculated
- $144,263
- From this org
- $118,382
- From related orgs
- $25,881
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $118,382 + $25,881 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $118,382 + $25,881 related
-
Elizabeth BeckmanELIZABETH BECKMAN
FORMER OFFICER
- Total calculated
- $110,699
- From this org
- $110,699
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $110,699
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $110,699
-
Richard D'AquilaRICHARD D'AQUILA
FORMER OFFICER
- Total calculated
- $196,168
- From this org
- $0
- From related orgs
- $196,168
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $196,168 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $196,168 related
-
W Robert Berkley JrW ROBERT BERKLEY JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jack CallahanJACK CALLAHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Vincent CalarcoVINCENT CALARCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jocelyn CunnunghamJOCELYN CUNNUNGHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James ElrodJAMES ELROD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John FalconiJOHN FALCONI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mary FarrellMARY FARRELL
CHAIR/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Carlton HighsmithCARLTON HIGHSMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carlos HernandezCARLOS HERNANDEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Aaron HollanderAARON HOLLANDER
SECRETARY/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas KetchumTHOMAS KETCHUM
VICE CHAIR/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John LaheyJOHN LAHEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Lewin MDJONATHAN LEWIN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Linda LorimerLINDA LORIMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Maurie McInnisMAURIE MCINNIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
B Michael RauhB MICHAEL RAUH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ed RodriguezED RODRIGUEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Scott StrobelSCOTT STROBEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James TorgersonJAMES TORGERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Patricia WilberPATRICIA WILBER
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'ConnorCHRISTOPHER O'CONNOR
CEO/TRUSTEE (CURRENT YR COMP)
Schedule J breakdown
- Base
- $2,287,802
- Bonus
- $1,402,380
- Other
- $273,900
- Deferred
- $973,141
- Nontaxable benefits
- $31,746
- Filer's total
- $4,968,969
-
Christopher O'ConnorCHRISTOPHER O'CONNOR
CEO/TRUSTEE (VESTED DEFERRED)
Schedule J breakdown
- Base
- $0
- Bonus
- $0
- Other
- $292,895
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $292,895
-
Thomas BalcezakTHOMAS BALCEZAK
EVP & CCO (CURRENT YR COMP)
Schedule J breakdown
- Base
- $1,141,988
- Bonus
- $372,350
- Other
- $177,797
- Deferred
- $541,652
- Nontaxable benefits
- $2,804
- Filer's total
- $2,236,591
-
Thomas BalcezakTHOMAS BALCEZAK
EVP & CCO (VESTED DEFERRED)
Schedule J breakdown
- Base
- $0
- Bonus
- $0
- Other
- $184,637
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $184,637
-
Melissa TurnerMELISSA TURNER
SVP/CHRO (CURRENT YR COMP)
Schedule J breakdown
- Base
- $703,603
- Bonus
- $200,706
- Other
- $91,373
- Deferred
- $141,752
- Nontaxable benefits
- $31,746
- Filer's total
- $1,169,180
-
Melissa TurnerMELISSA TURNER
SVP/CHRO (VESTED DEFERRED)
Schedule J breakdown
- Base
- $0
- Bonus
- $0
- Other
- $951,498
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $951,498
-
William AseltyneWILLIAM ASELTYNE
ASSOC SEC (CURRENT YR COMP)
Schedule J breakdown
- Base
- $1,034,382
- Bonus
- $338,500
- Other
- $135,772
- Deferred
- $197,150
- Nontaxable benefits
- $15,944
- Filer's total
- $1,721,748
-
William AseltyneWILLIAM ASELTYNE
ASSOC SEC (VESTED DEFERRED)
Schedule J breakdown
- Base
- $0
- Bonus
- $0
- Other
- $484,931
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $484,931
-
Thomas NewmanTHOMAS NEWMAN
FORMER (CURRENT YR COMP)
Schedule J breakdown
- Base
- $5,868
- Bonus
- $195,230
- Other
- $1,115,059
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $1,316,157
-
Thomas NewmanTHOMAS NEWMAN
FORMER (VESTED DEFERRED)
Schedule J breakdown
- Base
- $0
- Bonus
- $0
- Other
- $111,980
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $111,980
-
Lisa StumpLISA STUMP
SVP/CIO (CURRENT YR COMP)
Schedule J breakdown
- Base
- $729,390
- Bonus
- $234,035
- Other
- $104,333
- Deferred
- $338,651
- Nontaxable benefits
- $15,485
- Filer's total
- $1,421,894
-
Lisa StumpLISA STUMP
SVP/CIO (VESTED DEFERRED)
Schedule J breakdown
- Base
- $0
- Bonus
- $0
- Other
- $140,135
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $140,135
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 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.
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
-
SUPPORT MISSION
-
$500,000
SUPPORT MISSION
-
SUPPORT MISSION
-
SUPPORT MISSION
-
SUPPORT MISSION
-
$85,000
SUPPORT MISSION
-
$66,138
SUPPORT MISSION
-
$25,900
SUPPORT MISSION
-
$25,000
SUPPORT MISSION
-
BREAKTHROUGH T1D - GREATER
$23,450
SUPPORT MISSION
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.
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP
-
BRIDGEPORT HOSPITAL FOUNDATION INC
501C3 · SYSTEM SUPPORT SERVICES · CT · controlled entity
Directly controlled by BRIDGEPORT HOSPITAL
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP
-
501C3 · PROMOTE HEALTHCARE · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP
-
LAWRENCE MEMORIAL HOSPITAL INC
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by LAWRENCE MEMORIAL CORPORATION
-
501C3 · HEALTHCARE SERVICES · RI · controlled entity
Directly controlled by LAWRENCE MEMORIAL CORPORATION
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP
-
501C3 · HEALTHCARE SERVICES · NY · controlled entity
Directly controlled by NORTHEAST MEDICAL GROUP INC
-
501C3 · SYSTEM SUPPORT SERVICES · CT · controlled entity
Directly controlled by GREENWICH HOSPITAL
-
SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
501C3 · TITLE HOLDING · CT · controlled entity
Directly controlled by BRIDGEPORT HOSPITAL
-
THE WESTERLY HOSPITAL FOUNDATION INC
501C3 · FUNDRAISING SERVICES · RI · controlled entity
Directly controlled by LMW HEALTHCARE INC
-
VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC
501C3 · HOME HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC
-
WESTERLY HOSPITAL AUXILIARY INC
501C3 · FUNDRAISING ACTIVITIES · RI · controlled entity
Directly controlled by LMW HEALTHCARE INC
-
YALE NEW HAVEN CARE CONTINUUM CORP
501C3 · NURSING HOME · CT · controlled entity
Directly controlled by YALE NEW HAVEN HOSPITAL
-
YALE NEW HAVEN HEALTH AT HOME INC
501C3 · HOME HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC
-
YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC
501C3 · HOME HEALTHCARE ACTIVITIES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP
-
YNH MANCHESTER MEMORIAL HOSPITAL INC
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP
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.
-
YALE NEW HAVEN CLINICAL AFFILIATES LLC
HEALTHCARE SERVICES · CT · income $0 · assets $0
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
URGENT CARE MEDICAL ASSOCIATES LLC
URGENT CARE SERVICES · CT · income -$1,199,650 · assets $23,837,277
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
HAPPY MOUNTAINS LLC
URGENT CARE SERVICES · CT · income -$1,647,142 · assets $31,358,707
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
URGENT CARE OF GLASTONBURY LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF ORANGE LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF SHELTON LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF NORWICH LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF MEDFORD LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF BROCKTON LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
MD III BILLING SOLUTIONS LLC
BILLING SERVICES · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF GROTON LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF RIDGEFIELD LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF ENFIELD LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF WALTHAM LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF MAMARONECK LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE SOLUTIONS LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF HAMDEN LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF STRATFORD LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
WRK VENTURES LLC DBA URGENT CARE OF SOUTHBURY
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF FRANKLIN LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
UC OF SOMERS LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF BRISTOL LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF MANCHESTER LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF WATERBURY LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF NORWALK LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF ATTLEBORO LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF MOHEGAN LAKE LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF BROOKFIELD LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF NEWTOWN LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF WEST HARTFORD LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF DERBY LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF CHESTNUT HILL LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
-
URGENT CARE OF WESTWOOD LLC
LEASE HOLDER · CT · income $0 · assets $0
Directly controlled by HAPPY MOUNTAINS LLC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST
RELATED · INVESTMENT · DE · 8.72% owned · share of income -$121,059 · share of assets $3,546,558,043
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
YNHHSCUSP SURGERY CENTERS LLC
RELATED · HEALTHCARE SERVICES · CT · 51% owned
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
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 $1,502,488 · share of assets $3,572,280 · 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 $78,564,973 · share of assets $128,962,628 · controlled entity
Directly controlled by YALE NEW HAVEN HOSPITAL
-
YALE NEW HAVEN AMBULATORY SERVICES
C · HEALTHCARE SERVICES · CT · 100% owned · share of income $8,262,995 · share of assets $29,099,964 · 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 $12,986,053 · share of assets $6,881,913 · 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 $4,519,248 · share of assets $1,170,354 · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
OAK CAPTIVE INCORPORATED PIC
C · CAPTIVE INSURANCE · CJ · 100% owned
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202602269349302335
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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