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Nonprofiteer
← YALE NEW HAVEN HEALTH AT HOME INC

Form 990 for tax year 2024

Filed by YALE NEW HAVEN HEALTH AT HOME INC.

Totals

Total revenue
$31,813,089
Total expenses
$44,652,866
Contributions and grants received
$245,016
Grants paid
$0
Program services expenses (Part IX)
$39,363,240
Management and general expenses
$5,289,626
Fundraising expenses
$0
Program service expenses (Part III)
$39,363,240

Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PAMELA SUTTON-WALLACE

    TRUSTEE

    Total calculated
    $3,144,397
    From this org
    $0
    From related orgs
    $2,499,579
    Other
    $644,818
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,470,292 related
    Bonus
    $0 + $1,015,760 related
    Other
    $0 + $13,527 related
    Deferred
    $0 + $633,153 related
    Nontaxable benefits
    $0 + $11,665 related
    Filer's total
    $0 + $3,144,397 related

  • THOMAS BALCEZAK

    CHAIR/TRUSTEE (CURRENT YR COMP)

    Total calculated
    $2,236,591
    From this org
    $0
    From related orgs
    $1,692,135
    Other
    $544,456
    Hours/week
    1 + 39 related

  • THOMAS BALCEZAK

    CHAIR/TRUSTEE (VESTED DEFERRED)

    Total calculated
    $184,637
    From this org
    $0
    From related orgs
    $184,637
    Other
    $0
    Hours/week
    1 + 39 related

  • WILLIAM ASELTYNE

    SECRETARY/TRUSTEE (CURRENT YR COMP)

    Total calculated
    $1,721,748
    From this org
    $0
    From related orgs
    $1,508,654
    Other
    $213,094
    Hours/week
    1 + 39 related

  • WILLIAM ASELTYNE

    SECRETARY/TRUSTEE (VESTED DEFERRED)

    Total calculated
    $484,931
    From this org
    $0
    From related orgs
    $484,931
    Other
    $0
    Hours/week
    1 + 39 related

  • GAIL KOSYLA

    TREASURER/TRUSTEE

    Total calculated
    $1,988,355
    From this org
    $0
    From related orgs
    $1,546,462
    Other
    $441,893
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,860 related
    Bonus
    $0 + $497,225 related
    Other
    $0 + $14,377 related
    Deferred
    $0 + $439,776 related
    Nontaxable benefits
    $0 + $2,117 related
    Filer's total
    $0 + $1,988,355 related

  • MATTHEW COMERFORD

    TRUSTEE

    Total calculated
    $1,301,860
    From this org
    $0
    From related orgs
    $1,002,454
    Other
    $299,406
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $733,305 related
    Bonus
    $0 + $209,626 related
    Other
    $0 + $59,523 related
    Deferred
    $0 + $268,308 related
    Nontaxable benefits
    $0 + $31,098 related
    Filer's total
    $0 + $1,301,860 related

  • MARGARET MCGOVERN

    CHIEF PHYSICIAN EXECUTIVE/TRUSTEE

    Total calculated
    $716,756
    From this org
    $0
    From related orgs
    $651,596
    Other
    $65,160
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $651,596 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $65,160 related
    Filer's total
    $0 + $716,756 related

  • KATHLEEN O'LEARY

    VP AMBULATORY NURSING

    Total calculated
    $503,728
    From this org
    $0
    From related orgs
    $445,896
    Other
    $57,832
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $340,539 related
    Bonus
    $0 + $81,741 related
    Other
    $0 + $23,616 related
    Deferred
    $0 + $26,850 related
    Nontaxable benefits
    $0 + $30,982 related
    Filer's total
    $0 + $503,728 related

  • LESLEY GUSTAFSON

    REGISTERED NURSE

    Total calculated
    $211,593
    From this org
    $170,490
    From related orgs
    $0
    Other
    $41,103
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,824
    Bonus
    $2,492
    Other
    $174
    Deferred
    $8,738
    Nontaxable benefits
    $32,365
    Filer's total
    $211,593

  • LINDA GOREL

    ADMINISTRATOR

    Total calculated
    $200,748
    From this org
    $168,625
    From related orgs
    $0
    Other
    $32,123
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,642
    Bonus
    $0
    Other
    $983
    Deferred
    $8,582
    Nontaxable benefits
    $23,541
    Filer's total
    $200,748

  • JANE BONNER

    REGISTERED NURSE

    Total calculated
    $193,901
    From this org
    $174,898
    From related orgs
    $0
    Other
    $19,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,442
    Bonus
    $136
    Other
    $320
    Deferred
    $3,535
    Nontaxable benefits
    $15,468
    Filer's total
    $193,901

  • BRAD PANICO

    DIRECTOR REHAB SERVICES

    Total calculated
    $180,023
    From this org
    $167,309
    From related orgs
    $0
    Other
    $12,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,385
    Bonus
    $0
    Other
    $924
    Deferred
    $12,152
    Nontaxable benefits
    $562
    Filer's total
    $180,023

  • KAREN GARLIE

    SR MANAGER HOSPICE PROGRAM

    Total calculated
    $171,731
    From this org
    $155,014
    From related orgs
    $0
    Other
    $16,717
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,446
    Bonus
    $0
    Other
    $568
    Deferred
    $5,393
    Nontaxable benefits
    $11,324
    Filer's total
    $171,731

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

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

  • THOMAS BALCEZAK

    CHAIR/TRUSTEE (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $0 + $1,141,988 related
    Bonus
    $0 + $372,350 related
    Other
    $0 + $177,797 related
    Deferred
    $0 + $541,652 related
    Nontaxable benefits
    $0 + $2,804 related
    Filer's total
    $0 + $2,236,591 related

  • THOMAS BALCEZAK

    CHAIR/TRUSTEE (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $184,637 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $184,637 related

  • WILLIAM ASELTYNE

    SECRETARY/TRUSTEE (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $0 + $1,034,382 related
    Bonus
    $0 + $338,500 related
    Other
    $0 + $135,772 related
    Deferred
    $0 + $197,150 related
    Nontaxable benefits
    $0 + $15,944 related
    Filer's total
    $0 + $1,721,748 related

  • WILLIAM ASELTYNE

    SECRETARY/TRUSTEE (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $484,931 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $484,931 related

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE FILING ORGANIZATION DOES NOT HAVE AND/OR COMPENSATE ITS OWN CEO/EXECUTIVE DIRECTOR. THESE POSITIONS ARE FILLED BY EMPLOYEES OF A RELATED ORGANIZATION(S) AND COMPENSATED THROUGH THE RESPECTIVE RELATED ORGANIZATION(S). THE METHOD USED BY THE RELATED ORGANIZATION(S) FOR DETERMINING COMPENSATION FOR THESE INDIVIDUALS ARE: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
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 REPRESENT THE RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED PAMELA SUTTON-WALLACE - $ 340,000 - THOMAS J. BALCEZAK - $ 303,270 - GAIL KOSYLA - $ 219,526 - MATTHEW COMERFORD - $ 114,758 - 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 CORPORATE OFFICERS. 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 INDIVIDUAL LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) IS THE AMOUNT VESTED DURING THE 2024 CALENDAR YEAR THAT IS RECOGNIZED AS A TAXABLE EVENT AND REPORTED IN THE INDIVIDUAL'S 2024 CALENDAR YEAR FORM W-2. SRIP EDCAP WILLIAM ASELTYNE $ 484,931 - THOMAS BALCEZAK - $ 184,637
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

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.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202612269349300721

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