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← TRINITY HEALTH OF NEW ENGLAND CORPORATION INC

Form 990 for tax year 2023

Filed by TRINITY HEALTH OF NEW ENGLAND CORPORATION INC.

Totals

Total revenue
$205,361,822
Total expenses
$205,306,638
Contributions and grants received
$5,000
Grants paid
$94,231
Program service revenue
$204,311,404
Investment income
$1,348,614
Other revenue
-$303,196
Total assets, end of year
$548,315,541
Total liabilities, end of year
$555,009,999
Net assets or fund balances, end of year
-$6,694,458
Program services expenses (Part IX)
$155,559,146
Management and general expenses
$49,747,492
Fundraising expenses
$0
Program service expenses (Part III)
$155,559,146

Program services were 75.8% 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)

    $5,000

  • 2a · Program service revenue: SUBSIDIARY FEES

    total $204,311,404 · related or exempt $204,311,404

  • 3 · Investment income

    total $880,209 · excluded $880,209

  • 6a · Gross rents

    real property $1,055,135

  • 6b · Less rental expenses

    real property $1,358,331

  • 6c · Rental income or loss

    real property -$303,196

  • 6d · Net rental income or loss

    total -$303,196 · excluded -$303,196

  • 7a · Gross sales of assets other than inventory

    securities $468,405

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $468,405

  • 7d · Net gain or loss

    total $468,405 · excluded $468,405

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $94,000 · program services $94,000

  • 2 · Grants to domestic individuals

    total $231 · program services $231

  • 5 · Compensation of officers, directors and key employees

    total $3,210,359 · management and general $3,210,359

  • 6 · Compensation of disqualified persons

    total $628,988 · management and general $628,988

  • 7 · Other salaries and wages

    total $61,297,357 · program services $48,700,339 · management and general $12,597,018

  • 8 · Pension plan contributions

    total $8,912,591 · program services $6,734,725 · management and general $2,177,866

  • 9 · Other employee benefits

    total $1,120,869 · program services $942,559 · management and general $178,310

  • 10 · Payroll taxes

    total $4,404,177 · program services $3,303,133 · management and general $1,101,044

  • 11a · Fees: management

    total $663,492 · management and general $663,492

  • 11d · Fees: lobbying

    total $153,000 · management and general $153,000

  • 11f · Fees: investment management

    total $84,579 · management and general $84,579

  • 11g · Fees: other

    total $8,903,327 · program services $6,677,495 · management and general $2,225,832

  • 12 · Advertising and promotion

    total $4,901,877 · program services $4,901,877

  • 13 · Office expenses

    total $8,852,272 · program services $6,639,204 · management and general $2,213,068

  • 14 · Information technology

    total $66,451,669 · program services $49,838,752 · management and general $16,612,917

  • 16 · Occupancy

    total $671,817 · program services $503,863 · management and general $167,954

  • 17 · Travel

    total $555,739 · program services $416,804 · management and general $138,935

  • 19 · Conferences, conventions and meetings

    total $68,973 · program services $51,730 · management and general $17,243

  • 20 · Interest

    total $3,874,887 · program services $3,874,887

  • 22 · Depreciation, depletion and amortization

    total $9,346,673 · program services $7,010,005 · management and general $2,336,668

  • 23 · Insurance

    total $2,585,956 · program services $1,939,467 · management and general $646,489

  • 24a · Other expenses: I/C PURCHASED SERVICES

    total $17,993,379 · program services $13,495,034 · management and general $4,498,345

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $148,885 · program services $148,885

  • 24c · Other expenses: SUBSCRIPTIONS AND DUES

    total $133,545 · program services $100,159 · management and general $33,386

  • 24d · Other expenses: EQUIPMENT MAINTENANCE

    total $7,051 · program services $5,288 · management and general $1,763

  • 24e · All other expenses

    total $240,945 · program services $180,709 · management and general $60,236

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $54,603,685 · end of year $62,958,518

  • 9 · Prepaid expenses and deferred charges

    beginning of year $703,958 · end of year $361,767

  • 10a · Land, buildings and equipment: cost or other basis

    $22,855,115

  • 10b · Land, buildings and equipment: accumulated depreciation

    $17,821,505

  • 10c · Land, buildings and equipment, net

    beginning of year $8,889,287 · end of year $5,033,610

  • 11 · Investments: publicly traded securities

    beginning of year $25,291,698 · end of year $18,142,782

  • 12 · Investments: other securities

    beginning of year $9,288,676 · end of year $2,712

  • 15 · Other assets

    beginning of year $460,149,436 · end of year $461,816,152

  • 17 · Accounts payable and accrued expenses

    beginning of year $105,405,788 · end of year $102,408,599

  • 25 · Other liabilities

    beginning of year $472,249,444 · end of year $452,601,400

  • 27 · Net assets without donor restrictions

    beginning of year -$18,728,492 · end of year -$6,694,458

Mission and programs · 2023

Mission

WE, TRINITY HEALTH OF NEW ENGLAND AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. TRINITY HEALTH OF NEW ENGLAND IS A MEMBER OF TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SYSTEM MANAGEMENT AND SUPPORT

  • ORGANIZED IN 1997, TRINITY HEALTH OF NEW ENGLAND IS LOCATED IN HARTFORD, CT AND IS THE SOLE MEMBER OF FIVE NONPROFIT HOSPITAL ORGANIZATIONS. TRINITY HEALTH OF NEW ENGLAND HAS DEVELOPED AN ADMINISTRATIVE ORGANIZATIONAL STRUCTURE TO INTEGRATE THESE NONPROFIT HOSPITALS AND OTHER SUBSIDIARIES. THE ACTIVITY WITHIN THE ORGANIZATION INCLUDES INTEGRATION OF INFORMATION SYSTEMS, FINANCE, MARKETING, BUSINESS DEVELOPMENT, LEGAL, COMPLIANCE AND OTHER ADMINISTRATIVE FUNCTIONS WITH THE GOAL OF REDUCING OVERALL COSTS TO THE MEMBER ORGANIZATIONS. TRINITY HEALTH OF NEW ENGLAND IS AN INTEGRATED HEALTH CARE DELIVERY SYSTEM COMPRISED OF WORLD-CLASS PROVIDERS AND FACILITIES DEDICATED TO THE FULL SPECTRUM OF PREVENTATIVE, ACUTE, AND POST-ACUTE CARE, ALL DELIVERED WITH THE TRIPLE AIM OF BETTER HEALTH, BETTER CARE AND LOWER COSTS FOR OUR PATIENT POPULATIONS. IN NEW ENGLAND, OUR HOSPITALS, WALK-IN CLINICS, MEDICAL OFFICES, SPECIALIZED FACILITIES, AFFILIATED INSTITUTIONS, AND FOUNDATIONS SERVE A POPULATION OF NEARLY 3 MILLION PEOPLE. AS A DYNAMIC PART OF TRINITY HEALTH, ONE OF THE NATION'S LARGEST MULTI-INSTITUTIONAL CATHOLIC HEALTH CARE DELIVERY SYSTEMS, TRINITY HEALTH OF NEW ENGLAND IS UNIQUELY POSITIONED TO ADVANCE HEALTH CARE THROUGH ALLIANCES WITH THE UNIVERSITY OF CONNECTICUT SCHOOL OF MEDICINE, THE FRANK H. NETTER MD SCHOOL OF MEDICINE AT QUINNIPIAC UNIVERSITY, AND THROUGH OUR OWN RESEARCH INSTITUTIONS DEDICATED TO THE DEVELOPMENT OF PRIMARY CARE, NEW TREATMENTS FOR CANCER AND MULTIPLE SCLEROSIS, AND MUCH MORE. PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.TRINITYHEALTHOFNE.ORG

    Expenses $155,559,146 · Grants $94,231 · Revenue $204,311,404

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MONTEZ CARTER

    DIRECTOR; PRESIDENT/CEO

    Total calculated
    $1,638,045
    From this org
    $0
    From related orgs
    $1,367,293
    Other
    $270,752
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $820,976 related
    Bonus
    $0 + $371,250 related
    Other
    $0 + $175,067 related
    Deferred
    $0 + $233,475 related
    Nontaxable benefits
    $0 + $37,277 related
    Filer's total
    $0 + $1,638,045 related

  • JAMES SMITH

    DIRECTOR; CHAIR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOANN PRICE

    DIR V CHR THROUGH 12/23; CHR AT 1/24

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • WALTER HARRISON

    DIRECTOR; VICE CHAIR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MOST REV JUAN MIGUEL BETANCOURT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • EMILY BROWER

    DIRECTOR; TRINITY SVP CLINICAL INTG

    Total calculated
    $961,884
    From this org
    $0
    From related orgs
    $784,604
    Other
    $177,280
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,142 related
    Bonus
    $0 + $214,731 related
    Other
    $0 + $100,731 related
    Deferred
    $0 + $138,440 related
    Nontaxable benefits
    $0 + $38,840 related
    Filer's total
    $0 + $961,884 related

  • GREGORY DAVIS

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROBERT GUMBARDO MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • AROSHA JAYAWICKREMA

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOHN KINNEY

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • KARL KRAPEK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • NANCY KROEBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOYCE MANDELL

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • BARBARA MULLEN CSJ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • CATHERINE SPATH MD

    DIRECTOR, MEDICAL STAFF PRESIDENT

    Total calculated
    $575,324
    From this org
    $0
    From related orgs
    $523,269
    Other
    $52,055
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,396 related
    Bonus
    $0 + $45,816 related
    Other
    $0 + $52,057 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $32,255 related
    Filer's total
    $0 + $575,324 related

  • MICHELLE THEROUX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROBERT ANTHONY

    SECRETARY; VP MANAGING COUNSEL

    Total calculated
    $769,952
    From this org
    $0
    From related orgs
    $645,595
    Other
    $124,357
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $460,129 related
    Bonus
    $0 + $116,357 related
    Other
    $0 + $69,109 related
    Deferred
    $0 + $89,318 related
    Nontaxable benefits
    $0 + $35,039 related
    Filer's total
    $0 + $769,952 related

  • SHERI LEMIEUX

    ASST SECY; ASSISTANT TO PRES/CEO

    Total calculated
    $126,159
    From this org
    $109,978
    From related orgs
    $0
    Other
    $16,181
    Hours/week
    35 + 5 related

  • SEAN FITZPATRICKPD BY MGMT CO

    TREAS; INTERIM REG CFO AS OF 10/23

    Total calculated
    $0
    Hours/week
    44 + 6 related

  • SYED HUSSAIN MD

    CHIEF CLINICAL AND CHWB EXECUTIVE

    Total calculated
    $1,072,442
    From this org
    $0
    From related orgs
    $935,089
    Other
    $137,353
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $680,918 related
    Bonus
    $0 + $170,232 related
    Other
    $0 + $83,939 related
    Deferred
    $0 + $122,266 related
    Nontaxable benefits
    $0 + $15,087 related
    Filer's total
    $0 + $1,072,442 related

  • PETRENA SAUNDERS

    VP CHIEF HEALTH INFO OFCR THRU 11/23

    Total calculated
    $990,548
    From this org
    $0
    From related orgs
    $541,523
    Other
    $449,025
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $402,018 related
    Bonus
    $0 + $90,640 related
    Other
    $0 + $48,865 related
    Deferred
    $0 + $424,838 related
    Nontaxable benefits
    $0 + $24,187 related
    Filer's total
    $0 + $990,548 related

  • LISA ZAPATKA

    CHIEF NURSING OFFICER

    Total calculated
    $604,318
    From this org
    $0
    From related orgs
    $501,459
    Other
    $102,859
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $353,505 related
    Bonus
    $0 + $89,750 related
    Other
    $0 + $58,204 related
    Deferred
    $0 + $71,841 related
    Nontaxable benefits
    $0 + $31,018 related
    Filer's total
    $0 + $604,318 related

  • MIKE RYAN

    REGIONAL VP OF FINANCE

    Total calculated
    $483,458
    From this org
    $0
    From related orgs
    $434,394
    Other
    $49,064
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,657 related
    Bonus
    $0 + $73,130 related
    Other
    $0 + $1,607 related
    Deferred
    $0 + $18,177 related
    Nontaxable benefits
    $0 + $30,887 related
    Filer's total
    $0 + $483,458 related

  • PAMELA DEL NEGRO

    VP COMPLIANCE

    Total calculated
    $392,940
    From this org
    $0
    From related orgs
    $342,556
    Other
    $50,384
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $271,470 related
    Bonus
    $0 + $69,863 related
    Other
    $0 + $1,223 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $35,534 related
    Filer's total
    $0 + $392,940 related

  • MAUREEN LANZONI

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $358,267
    From this org
    $0
    From related orgs
    $328,962
    Other
    $29,305
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $271,298 related
    Bonus
    $0 + $54,000 related
    Other
    $0 + $3,664 related
    Deferred
    $0 + $24,397 related
    Nontaxable benefits
    $0 + $4,908 related
    Filer's total
    $0 + $358,267 related

  • DAVID BITTNER

    FORMER OFFICER

    Total calculated
    $1,263,682
    From this org
    $0
    From related orgs
    $692,380
    Other
    $571,302
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $242,750 related
    Bonus
    $0
    Other
    $0 + $449,630 related
    Deferred
    $0 + $539,240 related
    Nontaxable benefits
    $0 + $32,062 related
    Filer's total
    $0 + $1,263,682 related

  • REGINALD EADIE MD

    FORMER OFFICER; TRINITY HEALTH SVP

    Total calculated
    $2,032,870
    From this org
    $0
    From related orgs
    $1,708,333
    Other
    $324,537
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,036,051 related
    Bonus
    $0 + $468,000 related
    Other
    $0 + $204,282 related
    Deferred
    $0 + $283,300 related
    Nontaxable benefits
    $0 + $41,237 related
    Filer's total
    $0 + $2,032,870 related

  • JENNIFER SCHNEIDER

    FORMER OFFICER

    Total calculated
    $966,813
    From this org
    $0
    From related orgs
    $578,473
    Other
    $388,340
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $321,533 related
    Bonus
    $0 + $105,570 related
    Other
    $0 + $151,370 related
    Deferred
    $0 + $352,675 related
    Nontaxable benefits
    $0 + $35,665 related
    Filer's total
    $0 + $966,813 related

  • DANYAL IBRAHIM

    FORMER HIGHEST COMPENSATED EMP.

    Total calculated
    $448,204
    From this org
    $407,355
    From related orgs
    $0
    Other
    $40,849
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $173,253
    Bonus
    $0
    Other
    $234,102
    Deferred
    $5,523
    Nontaxable benefits
    $35,326
    Filer's total
    $448,204

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

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
TRINITY HEALTH OF NEW ENGLAND IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. TRINITY HEALTH OF NEW ENGLAND'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF TRINITY HEALTH OF NEW ENGLAND'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDER 2023. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DAVID BITTNER - $294,437 DANYAL IBRAHIM - $220,481 PETRENA SAUNDERS - $44,668 JENNIFER SCHNEIDER - $89,329 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/23: DAVID BITTNER - $534,192 (PAID IN 2024) DANYAL IBRAHIM - $68,425 (PAID IN 2024) PETRENA SAUNDERS - $419,888 (PAID IN 2024) JENNIFER SCHNEIDER - $337,825 (PAID IN 2024) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ROBERT ANTHONY - $56,002 DAVID BITTNER - $137,699 EMILY BROWER - $79,604 MONTEZ CARTER - $73,923 REGINALD EADIE - $180,408 SYED HUSSAIN - $75,849 JENNIFER SCHNEIDER - $50,566 LISA ZAPATKA - $43,408 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: ROBERT ANTHONY - $74,468 EMILY BROWER - $123,590 MONTEZ CARTER - $213,675 REGINALD EADIE - $268,450 SYED HUSSAIN - $108,097 LISA ZAPATKA - $56,991 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). PAMELA DEL NEGRO MIKE RYAN PETRENA SAUNDERS THERE WERE NO PAYOUTS FOR 2023 FOR THESE PARTICIPANTS.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202512249349301121

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