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← CONNECTICUT HOSPITAL ASSOCIATION TRUST

Form 990 for tax year 2023

Filed by CONNECTICUT HOSPITAL ASSOCIATION TRUST.

Totals

Total revenue
$21,315
Total expenses
$215,937
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$19,715
Investment income
$1,600
Other revenue
$0
Total assets, end of year
$3,945,936
Total liabilities, end of year
$1,723,816
Net assets or fund balances, end of year
$2,222,120
Program services expenses (Part IX)
$215,937
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$215,937

Program services were 100.0% 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.

  • 2a · Program service revenue: INTEREST ON NOTES REC.

    total $19,715 · related or exempt $19,715

  • 3 · Investment income

    total $1,600 · excluded $1,600

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $125,000 · program services $125,000

  • 20 · Interest

    total $90,937 · program services $90,937

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $280,010 · end of year $155,011

  • 2 · Savings and temporary cash investments

    beginning of year $3,526,813 · end of year $3,229,335

  • 13 · Investments: program-related

    beginning of year $283,411 · end of year $561,590

  • 17 · Accounts payable and accrued expenses

    beginning of year $125,000 · end of year $125,000

  • 23 · Secured mortgages and notes payable

    beginning of year $1,548,492 · end of year $1,598,816

  • 27 · Net assets without donor restrictions

    beginning of year $29,940 · end of year $29,940

  • 28 · Net assets with donor restrictions

    beginning of year $2,386,802 · end of year $2,192,180

Mission and programs · 2023

Mission

TO ASSIST NOT-FOR-PROFIT, TAX-EXEMPT HOSPITALS AND HEALTH CARE ORGANIZATIONS BY MAKING GIFTS OR GRANTS AND BY SUPPLYING FINANCIAL AND TECHNICAL ASSISTANCE.

Activities or mission (Part I)

PROVIDES NO-INTEREST LOANS, FINANCIAL AND TECHNICAL ASSISTANCE TO CT NON-PROFIT HOSPITALS.

  • LOAN PROGRAM TO ASSIST NOT-FOR-PROFIT, TAX-EXEMPT HOSPITALS AND HEALTH CARE ORGANIZATIONS TO IMPROVE THEIR ENERGY EFFICIENCY BY THE MAKING OF NO INTEREST LOANS.

    Expenses $215,937 · Revenue $19,715

As filed on the 2023 return.

Listed in Part VII

  • Jennifer D Jackson

    TRUSTEE

    Total calculated
    $940,207
    From this org
    $0
    From related orgs
    $861,072
    Other
    $79,135
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $791,568 related
    Bonus
    $0
    Other
    $0 + $69,504 related
    Deferred
    $0 + $42,075 related
    Nontaxable benefits
    $0 + $37,060 related
    Filer's total
    $0 + $940,207 related

  • Robert Sandler

    TRUSTEE

    Total calculated
    $62,500
    From this org
    $0
    From related orgs
    $62,500
    Other
    $0
    Hours/week
    1

  • Ronald J Aroujo

    TRUSTEE

    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, 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B
JENNIFER JACKSON SERP CONTRIBUTION IS $58,960.

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

No itemized grants to organizations 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.

Related corporations and trusts

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

  • DIVERSIFIED NETWORK SERVICES INC

    C · HOSPITAL SERVICES · CT

  • CHIME INC

    C · HEALTHCARE DATA SERVICES · CT

    Directly controlled by DIVERSIFIED NETWORK SERVICES INC

  • CHIMENET INC

    C · IT SERVICES · CT

    Directly controlled by CHIME INC

  • CHA INSURANCE SERVICES INC

    C · INSURANCE SERVICES · CT

    Directly controlled by DIVERSIFIED NETWORK SERVICES INC

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202443059349302164

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