Form 990 for tax year 2023
Filed by WATERBURY HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- $2,869,342
- Total expenses
- $266,723
- Contributions and grants received
- $2,746,713
- Grants paid
- $63,902
- Program services expenses (Part IX)
- $63,902
- Management and general expenses
- $202,821
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $63,902
Program services were 24.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ROBERT ESPINAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ELNER MORRELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DANYTZA WARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JULIE LOUGHRAN
PRESIDENT & CEO
- Total calculated
- $253,660
- From this org
- $0
- From related orgs
- $213,782
- Other
- $39,878
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $213,782 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $17,403 related
- Nontaxable benefits
- $0 + $22,475 related
- Filer's total
- $0 + $253,660 related
-
BARBARA RYER
DIRECTOR OF FINANCE & ADMI
- Total calculated
- $155,692
- From this org
- $0
- From related orgs
- $140,545
- Other
- $15,147
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $140,545 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,199 related
- Nontaxable benefits
- $0 + $3,948 related
- Filer's total
- $0 + $155,692 related
-
ALTHEA MARSHALL BROOKS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
TONI HIRST
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
AISLING MCGUCKIN
SECRETARY
- 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
- THE BOARD OF TRUSTEES SHALL ANNUALLY REVIEW THE SALARY AND BENEFIT STRUCTURE FOR THE PRESIDENT & CEO. THE PRESIDENT & CEO IS AUTHORIZED TO ESTABLISH THE SALARIES AND BENEFIT STRUCTURE FOR ALL OTHER EMPLOYEES. TRUSTEES SHALL NOT RECEIVE ANY COMPENSATION FOR THEIR SERVICES AS TRUSTEES. THE PRESIDENT & CEO ANNUALLY RECOMMENDS TOTAL COMPENSATION INCLUDING ALL BENEFITS AND CONTINGENCY FUNDS FOR SALARY INCREASES AND BONUSES FOR EMPLOYEES TO THE BOARD OF TRUSTEES AS PART OF THE OPERATING BUDGET APPROVAL PROCESS. AT LEAST EVERY TWO YEARS, THE PRESIDENT & CEO SHALL PERIODICALLY REVIEW COMPARABLE COMPENSATION DATA FOR ALL STAFF MEMBERS AND REPORT FINDINGS TO THE EXECUTIVE COMMITTEE. THE DATA MAY INCLUDE BUT IS NOT LIMITED TO COMMUNITY FOUNDATION SURVEYS NATIONWIDE, CHAMBERS OF COMMERCE AND LOCAL UNITED WAYS.
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
-
UNITED WAY OF GREATER WATERBURY
$35,000
DAY 43 - BLACK MAMA HEALTH MATTERS
-
$15,636
NAVIGATION PROJECT
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 COMMUNITY FOUNDATION
501(C)(3) · SUPPORT NONPROFIT ORGANIZATIONS IN GREATER WATERBURY AND THE LITCHFIELD HILL · CT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 June 2024
- IRS schema version
- 2023v5.1
- Source object
- 202421839349300312
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