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Nonprofiteer
← NORWALK HOSPITAL ASSOCIATION

Form 990 for tax year 2023

Filed by NORWALK HOSPITAL ASSOCIATION.

Totals

Total revenue
$433,089,973
Total expenses
$467,242,914
Contributions and grants received
$12,012,412
Grants paid
$33,887
Program services expenses (Part IX)
$431,366,587
Management and general expenses
$35,876,327
Fundraising expenses
$0
Program service expenses (Part III)
$431,366,587

Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PABLO COLON

    VICE CHAIR (TO 12/31); CHAIR (FROM 01/01)

    Total calculated
    $0
    Hours/week
    3

  • PETER CORDEAU

    PRESIDENT NORWALK HOSPITAL

    Total calculated
    $838,684
    From this org
    $775,400
    From related orgs
    $0
    Other
    $63,284
    Hours/week
    46

    Schedule J breakdown matched by us

    Base
    $517,434
    Bonus
    $160,000
    Other
    $97,966
    Deferred
    $19,800
    Nontaxable benefits
    $43,484
    Filer's total
    $838,684

  • SUSAN BEYMAN

    DIRECTOR; VICE CHAIR (FROM 01/01)

    Total calculated
    $0
    Hours/week
    3

  • THOMAS DUBIN

    CHAIR (TO 12/31/23); DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 6 related

  • AMY AHASIC MD

    DIRECTOR

    Total calculated
    $556,404
    From this org
    $0
    From related orgs
    $487,928
    Other
    $68,476
    Hours/week
    2 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,616 related
    Bonus
    $0 + $71,006 related
    Other
    $0 + $6,306 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $48,676 related
    Filer's total
    $0 + $556,404 related

  • CURTIS STEWART

    DIRECTOR (FROM 1/1)

    Total calculated
    $52,426
    From this org
    $52,253
    From related orgs
    $0
    Other
    $173
    Hours/week
    42

  • DANIELLE ROBINSON PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES DIMONEKAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KAREN GOTTLIEB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LEONARD DINARDO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARY GRACE GUDIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL L WITHERSPOON JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA S BAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PETER CAMPBELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PETER HERBERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SEAN ARMSTRONG

    DIRECTOR (FROM 1/1)

    Total calculated
    $0
    Hours/week
    2

  • SUSAN WEINBERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS AYOUB

    Director (To 12/31/23)

    Total calculated
    $0
    Hours/week
    2

  • BRIAN WYATT

    SECRETARY & CHIEF LEGAL OFFICER

    Total calculated
    $758,850
    From this org
    $0
    From related orgs
    $634,212
    Other
    $124,638
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,215 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $3,997 related
    Deferred
    $0 + $77,562 related
    Nontaxable benefits
    $0 + $47,076 related
    Filer's total
    $0 + $758,850 related

  • DANIEL DEBARBA

    CHIEF FINANCIAL OFFICER; TREASURER

    Total calculated
    $1,649,792
    From this org
    $0
    From related orgs
    $1,474,165
    Other
    $175,627
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $810,684 related
    Bonus
    $0 + $623,143 related
    Other
    $0 + $40,338 related
    Deferred
    $0 + $146,400 related
    Nontaxable benefits
    $0 + $29,227 related
    Filer's total
    $0 + $1,649,792 related

  • JEAN AHN

    CHIEF STRATEGY OFFICER

    Total calculated
    $1,079,899
    From this org
    $0
    From related orgs
    $981,131
    Other
    $98,768
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $492,851 related
    Bonus
    $0 + $458,046 related
    Other
    $0 + $30,234 related
    Deferred
    $0 + $95,760 related
    Nontaxable benefits
    $0 + $3,008 related
    Filer's total
    $0 + $1,079,899 related

  • KATHRYN D CULLINAN

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $827,453
    From this org
    $0
    From related orgs
    $716,393
    Other
    $111,060
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,193 related
    Bonus
    $0 + $275,000 related
    Other
    $0 + $34,200 related
    Deferred
    $0 + $86,100 related
    Nontaxable benefits
    $0 + $24,960 related
    Filer's total
    $0 + $827,453 related

  • MICHELLE ROBERTSON

    CHIEF OPERATING OFFICER

    Total calculated
    $1,525,961
    From this org
    $0
    From related orgs
    $1,338,248
    Other
    $187,713
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $808,556 related
    Bonus
    $0 + $486,914 related
    Other
    $0 + $42,778 related
    Deferred
    $0 + $145,200 related
    Nontaxable benefits
    $0 + $42,513 related
    Filer's total
    $0 + $1,525,961 related

  • WAYNE MCNULTY

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $569,151
    From this org
    $0
    From related orgs
    $535,402
    Other
    $33,749
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,913 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $82,489 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $13,949 related
    Filer's total
    $0 + $569,151 related

  • ELIZABETH BRICE RN

    NURSE

    Total calculated
    $330,076
    From this org
    $296,258
    From related orgs
    $0
    Other
    $33,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,077
    Bonus
    $23,475
    Other
    $9,706
    Deferred
    $18,011
    Nontaxable benefits
    $15,807
    Filer's total
    $330,076

  • LESLIE LINCOLN RN

    CHIEF NURSING OFFICER

    Total calculated
    $373,498
    From this org
    $325,634
    From related orgs
    $0
    Other
    $47,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,984
    Bonus
    $64,500
    Other
    $26,150
    Deferred
    $19,800
    Nontaxable benefits
    $28,064
    Filer's total
    $373,498

  • NINA KALACH

    PHYSICIST

    Total calculated
    $295,228
    From this org
    $251,914
    From related orgs
    $0
    Other
    $43,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,995
    Bonus
    $0
    Other
    $3,919
    Deferred
    $5,194
    Nontaxable benefits
    $38,120
    Filer's total
    $295,228

  • SANGEETHA CHACKO

    NURSE

    Total calculated
    $276,091
    From this org
    $243,179
    From related orgs
    $0
    Other
    $32,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,684
    Bonus
    $18,825
    Other
    $2,670
    Deferred
    $12,360
    Nontaxable benefits
    $20,552
    Filer's total
    $276,091

  • STEPHEN M PAPP

    VP OPERATIONS

    Total calculated
    $392,109
    From this org
    $339,288
    From related orgs
    $20,395
    Other
    $32,426
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $264,586 + $20,216 related
    Bonus
    $72,000
    Other
    $2,702 + $179 related
    Deferred
    $18,677 + $1,123 related
    Nontaxable benefits
    $12,021 + $605 related
    Filer's total
    $369,986 + $22,123 related

  • SHARON ADAMS

    FORMER COO/CNO; PRESIDENT DH

    Total calculated
    $1,083,590
    From this org
    $0
    From related orgs
    $1,060,780
    Other
    $22,810
    Hours/week
    0 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $697,743 related
    Bonus
    $0 + $225,000 related
    Other
    $0 + $138,037 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $3,010 related
    Filer's total
    $0 + $1,083,590 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 — 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
FOR THE FOLLOWING, BENEFITS REPORTED IN PART VII INCLUDES GROSS-UP PAYMENTS FOR A TAXABLE TRAVEL STIPEND AND/OR EMPLOYEE RECOGNITION PROGRAM AWARD: 5 HIGHEST COMPENSATED EMPLOYEES
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE NORWALK HOSPITAL ASSOCIATION RELIED ON NUVANCE HEALTH, A RELATED TAX-EXEMPT ORGANIZATION, TO APPROVE AND DETERMINE COMPENSATION FOR THE CEO AND TOP MANAGEMENT, WHICH USED A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO GATHER COMPARABLE DATA ON OTHER KEY EMPLOYEES.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
NHA MAINTAINS TWO SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS (SERP) TO PROVIDE BENEFITS TO KEY MEMBERS OF THE EXECUTIVE GROUP. UNDER THE AGREEMENTS FOR THE SERPS, AMOUNTS PROMISED TO ELIGIBLE EXECUTIVES ARE BASED ON TARGETED RETIREMENT BENEFITS AND THE PAYMENT OF BENEFITS IS SUBJECT TO VESTING. THE BENEFITS AT THE VESTED AGE ARE PROVIDED IN THE FORM OF AN ACTUARIAL EQUIVALENT LUMP SUM PLUS A TAX GROSS-UP AMOUNT TO THE PARTICIPANTS. THE BENEFITS PROVIDED FOR THESE PLANS WERE FROZEN AS OF DECEMBER 31, 2010. NHA MAINTAINS THIS ACCRUAL ON ITS BOOKS FOR THE PARTICIPANTS OF EACH SERP. THE ACCRUAL IS MAINTAINED SOLELY FOR ACCOUNTING PURPOSES AND IS UNFUNDED. AS OF SEPTEMBER 30, 2024, THE PLANS PROVIDED BENEFITS TO 50 PARTICIPANTS AND HAD AN ACCRUED VALUE OF $8,080,454. NONE OF THE INDIVIDUALS REPORTED IN SCHEDULE J, PART VII RECEIVED A PAYMENT FROM EITHER PLAN DURING CALENDAR YEAR 2023. EFFECTIVE OCTOBER 1, 2020, NUVANCE HEALTH ESTABLISHED AN EXECUTIVE RETIREMENT PLAN IN ORDER TO PROVIDE NONQUALIFIED DEFINED CONTRIBUTION RETIREMENT BENEFITS TO DESIGNATED KEY MEMBERS OF ITS EXECUTIVE MANAGEMENT TEAM, SELECTED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 OF TIER 2 EXECUTIVE POSITIONS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. THE PLAN IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN CALENDAR YEAR 2023, THE FOLLOWING AMOUNTS EARNED BY THE PARTICIPANTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN C RETIREMENT AND OTHER DEFERRED COMPENSATION: DANIEL DEBARBA $126,600 MICHELLE ROBERTSON $125,400 JEAN AHN $75,960 KATHERINE CULLINAN $66,300 BRIAN WYATT $57,763 FOR CALENDAR YEAR 2023, THE FOLLOWING AMOUNTS EARNED AND PAID TO PARTICIPANTS WERE REPORTED ON SCHEDULE J, PART II, COLUMN B(iii) OTHER REPORTABLE COMPENSATION: SHARON ADAMS $95,160 WAYNE MCNULTY $72,355 PETER CORDEAU $65,880
Schedule J, Part I, Line 7 Non-fixed payments
NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN (ALIP) (EXCERPTS FROM) THE PURPOSE OF THE NUVANCE HEALTH ANNUAL LEADERSHIP INCENTIVE PLAN ("PLAN") IS TO ENGAGE AND MOTIVATE THE ORGANIZATION'S LEADERS TO FURTHER THE CHARITABLE MISSION OF NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES, BY PROMOTING EFFECTIVE MANAGEMENT OF OPERATIONS, DELIVERY OF HIGH-QUALITY CARE AND SERVICE, AND RESPONSIBLE USE OF RESOURCES TO MEET COMMUNITY NEEDS. THE PLAN IS INTENDED TO ASSIST NUVANCE HEALTH, AND ITS AFFILIATES AND SUBSIDIARIES TO ATTRACT AND RETAIN LEADERSHIP WITH THE TALENT AND EXPERIENCE NEEDED TO BE SUCCESSFUL BY PROVIDING MEANINGFUL INCENTIVES AND REWARDS FOR OUTSTANDING PERFORMANCE. INDIVIDUALS MUST BE AN ELIGIBLE EMPLOYEE TO BE CONSIDERED AS A PARTICIPANT IN THIS PLAN. AN ELIGIBLE EMPLOYEE IS AN INDIVIDUAL EMPLOYED BY NUVANCE HEALTH AND HOLDS A POSITION ASSIGNED TO ONE OF THE FOLLOWING TIERS, AS OF APRIL 30TH OF THE PLAN YEAR. - TIER I, PRESIDENT, CEO, SENIOR EXECUTIVE - TIER II, EXECUTIVE (A) - TIER II, PHYSICIAN EXECUTIVES (B) - TIER III, SENIOR LEADER (A) - TIER III, SENIOR LEADER (B) - TIER IV, LEADER (A) ORGANIZATIONAL GOALS ARE GENERALLY BASED ON THE FOLLOWING CATEGORIES AND ARE WEIGHTED THROUGH A SPLIT BETWEEN ORGANIZATIONAL AND INDIVIDUAL: - QUALITY AND SERVICE - PEOPLE AND CULTURE - PATIENT EXPERIENCE - FINANCIAL STRENGTH EACH PLAN YEAR, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD ("THE COMMITTEE"), IN ITS SOLE DISCRETION AND UNLESS OTHERWISE APPROPRIATELY DELEGATED, SELECTS PARTICIPANTS FROM A LIST OF ELIGIBLE EMPLOYEES NOMINATED BY THE CEO. THE CEO, EX OFFICIO, IS AN ELIGIBLE EMPLOYEE FOR PURPOSES OF SELECTION TO PARTICIPATE IN THE PLAN. EACH PLAN YEAR, THE COMMITTEE, BASED ON INPUT FROM THE CEO, MAY ESTABLISH A THRESHOLD AWARD, A TARGET AWARD AND/OR A MAXIMUM AWARD FOR EACH PARTICIPANT. AWARD OPPORTUNITIES ARE ESTABLISHED BASED ON COMPETITIVE MARKET PRACTICES AND ON NUVANCE HEALTH'S COMPENSATION PHILOSOPHY. AWARD OPPORTUNITIES MAY BE BASED ON ADDITIONAL FACTORS, INCLUDING NUVANCE HEALTH'S FINANCIAL AND OPERATIONAL PERFORMANCE, REFLECTING MARKET PAY PRACTICES AND BENCHMARKING FOR COMPARABLE POSITIONS, AND ANY OTHER FACTORS DEEMED RELEVANT BY THE COMMITTEE. EACH PLAN YEAR, THE COMMITTEE, AND UNLESS OTHERWISE APPROPRIATELY DELEGATED FOR ANY PLAN YEAR, SHALL ESTABLISH PERFORMANCE GOALS TO EVALUATE THE PERFORMANCE OF EACH PARTICIPANT. AFTER COMPLETION OF EACH PLAN YEAR, THE COMMITTEE MAY EVALUATE WHETHER THE PERFORMANCE OF NUVANCE HEALTH AND PARTICIPANT MEETS OR EXCEEDS THE PERFORMANCE GOALS ESTABLISHED FOR THE PLAN YEAR. IF PERFORMANCE WARRANTS, THE COMMITTEE MAY APPROVE A FINAL AWARD AMOUNT FOR EACH PARTICIPANT AND APPROVE ANY ADDITIONAL CONDITION ON PAYMENT OF THE AWARD. NUVANCE HEALTH EXECUTIVE LONG TERM INCENTIVE PLAN (EXCERPTS FROM) ONLY EXECUTIVES OCCUPYING DESIGNATED TIER 1 AND TIER II (A) EXECUTIVE POSITIONS SHALL BE ELIGIBLE EMPLOYEES TO PARTICIPATE IN THE PLAN. UNDER THE PLAN, PARTICIPANTS WILL BE ELIGIBLE TO RECEIVE INCENTIVE AWARD PAYMENTS BASED UPON THE ACHIEVEMENT OF SELECTED AND STRATEGICALLY IMPORTANT PERFORMANCE GOALS IDENTIFIED FOR EACH PERFORMANCE PERIOD. THE AWARD OPPORTUNITIES FOR AN ELIGIBLE EMPLOYEE WITH RESPECT TO A PERFORMANCE PERIOD SHALL BE EXPRESSED AS A PERCENTAGE OF HIS OR HER AVERAGE BASE SALARY IN EFFECT DURING THE APPLICABLE PERFORMANCE PERIOD. PRIOR TO THE BEGINNING OF EACH PERFORMANCE PERIOD, THE COMMITTEE MAY ESTABLISH A MINIMUM PERFORMANCE REQUIREMENT FOR NUVANCE HEALTH. NO FINAL AWARDS MAY BE GRANTED TO ANY PARTICIPANT FOR A PERFORMANCE PERIOD IN WHICH MINIMUM PERFORMANCE REQUIRMENTS, IF ANY, WERE NOT MET. THE FINAL AWARD PAYABLE TO EACH PARTICIPANT WILL BE DETERMINED WITHIN 60 DAYS FOLLOWING THE END OF THE PERFORMANCE PERIOD. AWARDS FOR A GIVEN PERFORMANCE PERIOD WILL BE PAID IN A SINGLE LUMP-SUM ON THE PAYMENT DATE PROVIDED HOWEVER, THAT NO PAYMENT WILL BE MADE UNTIL THE RESULTS ARE VERIFIED AND AUDITED.

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
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202512269349302356

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