Form 990 for tax year 2023
Filed by WESTERLY HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- $1,821,918
- Total expenses
- $380,262
- Contributions and grants received
- $1,366,532
- Grants paid
- $0
- Program services expenses (Part IX)
- $313,260
- Management and general expenses
- $67,002
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $313,260
Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
VINCENT TAMMARO
FORMER OFFICER
- Total calculated
- $2,486,567
- From this org
- $0
- From related orgs
- $2,486,567
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $364,000 related
- Other
- $0 + $2,122,567 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $2,486,567 related
-
RICHARD LISITANO
PRESIDENT/CEO
- Total calculated
- $978,076
- From this org
- $0
- From related orgs
- $693,572
- Other
- $284,504
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $558,394 related
- Bonus
- $0 + $73,944 related
- Other
- $0 + $61,234 related
- Deferred
- $0 + $260,900 related
- Nontaxable benefits
- $0 + $23,604 related
- Filer's total
- $0 + $978,076 related
-
PATRICK L GREEN
FORMER OFFICER (CURRENT YR COMP)
- Total calculated
- $835,885
- From this org
- $0
- From related orgs
- $616,803
- Other
- $219,082
- Hours/week
- 0
-
PATRICK L GREEN
FORMER OFFICER (VESTED DEFERRED)
- Total calculated
- $157,810
- From this org
- $0
- From related orgs
- $157,810
- Other
- $0
- Hours/week
- 0
-
JOSHUA MORRIS
TREASURER
- Total calculated
- $578,066
- From this org
- $0
- From related orgs
- $527,773
- Other
- $50,293
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $408,473 related
- Bonus
- $0 + $108,590 related
- Other
- $0 + $10,710 related
- Deferred
- $0 + $19,050 related
- Nontaxable benefits
- $0 + $31,243 related
- Filer's total
- $0 + $578,066 related
-
NOEL APPEL
VICE PRESIDENT
- Total calculated
- $412,743
- From this org
- $0
- From related orgs
- $382,053
- Other
- $30,690
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $329,944 related
- Bonus
- $0 + $48,859 related
- Other
- $0 + $3,250 related
- Deferred
- $0 + $18,792 related
- Nontaxable benefits
- $0 + $11,898 related
- Filer's total
- $0 + $412,743 related
-
STEPHEN ALLEGRETTO
FORMER OFFICER
- Total calculated
- $211,813
- From this org
- $0
- From related orgs
- $211,813
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $211,813 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $211,813 related
-
CHRISTINE MEOLA
FORMER OFFICER
- Total calculated
- $229,935
- From this org
- $0
- From related orgs
- $227,045
- Other
- $2,890
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $30,960 related
- Bonus
- $0 + $55,124 related
- Other
- $0 + $140,961 related
- Deferred
- $0 + $865 related
- Nontaxable benefits
- $0 + $2,025 related
- Filer's total
- $0 + $229,935 related
-
F GREGORY AHERN
TRUSTEE & CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
LINDA CASERTANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DIANE CONSOLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES FURNIVALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MEREDITH GEORGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETER HELIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN HOLSTEIN
TRUSTEE & CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MARTHA HOSP
TRUSTEE & SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
TOM KELLOGG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAN LATHROP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PERRY LORENZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CAROLINE MAYNARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH MICELI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LORRAINE RANDALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARGARET ROBERTS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SUSETTE TIBUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WALTER TOMENSON
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 — 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:
-
PATRICK L GREEN
FORMER OFFICER (CURRENT YR COMP)
Schedule J breakdown
- Base
- $0 + $469,476 related
- Bonus
- $0 + $90,570 related
- Other
- $0 + $56,757 related
- Deferred
- $0 + $200,643 related
- Nontaxable benefits
- $0 + $18,439 related
- Filer's total
- $0 + $835,885 related
-
PATRICK L GREEN
FORMER OFFICER (VESTED DEFERRED)
Schedule J breakdown
- Base
- $0
- Bonus
- $0
- Other
- $0 + $157,810 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $157,810 related
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
- OFFICERS OF WESTERLY HOSPITAL FOUNDATION RECEIVE NO COMPENSATION FROM THE ORGANIZATION. THEY ARE EMPLOYEES OF A RELATED ENTITY WITHIN YNHHS WHOSE COMPENSATION IS PAID BY THE RELATED ENTITY, WHICH ENTITY HAS PROCEDURES IN PLACE TO ENSURE THE REASONABLENESS OF COMPENSATION PAID. THE METHOD(S) 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, LINES 4A-B
- LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WITHIN AN AFFILIATED ORGANIZATION. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED VINCENT TAMMARO $ 1,040,000 - - RICHARD LISITANO - $ 145,600 - CHRISTINE MEOLA $ 140,550 - - PATRICK GREEN - $ 114,315 - 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 2023 CALENDAR YEAR THAT IS RECOGNIZED AS A TAXABLE EVENT AND REPORTED IN THE INDIVIDUAL'S 2023 CALENDAR YEAR FORM W-2. SRIP EDCAP PATRICK GREEN - $ 157,810 THE FOLLOWING FORMER OFFICER(S) RECEIVED A PAYMENT FROM A NONQUALIFIED PLAN. THE PAYMENT WAS MADE DIRECTLY TO THE INDIVIDUAL(S) FROM THE RABBI TRUST AND REPORTED IN THE INDIVIDUALS' 2023 FORM W-2 ISSUED BY THE RABBI TRUST. VINCENT TAMMARO $157,525 STEPHEN ALLEGRETTO $58,565
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.
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
BRIDGEPORT HOSPITAL FOUNDATION INC
501C3 · SYSTEM SUPPORT SERVICES · CT · controlled entity
Directly controlled by BRIDGEPORT HOSPITAL
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
501C3 · HOME HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN CARE CONTINUUM CORP
-
501C3 · PROMOTE HEALTHCARE · CT
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
LAWRENCE MEMORIAL HOSPITAL INC
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by LAWRENCE MEMORIAL CORPORATION
-
501C3 · HEALTHCARE SERVICES · RI
Directly controlled by LAWRENCE MEMORIAL CORPORATION
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
501C3 · HEALTHCARE SERVICES · NY · controlled entity
Directly controlled by NORTHEAST MEDICAL GROUP INC
-
501C3 · SYSTEM SUPPORT SERVICES · CT · controlled entity
Directly controlled by GREENWICH HOSPITAL
-
SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
501C2 · TITLE HOLDING · CT · controlled entity
Directly controlled by BRIDGEPORT HOSPITAL
-
VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC
501C3 · HOME HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by LAWRENCE MEMORIAL CORPORATION
-
WESTERLY HOSPITAL AUXILIARY INC
501C3 · FUNDRAISING ACTIVITIES · RI · controlled entity
Directly controlled by LMW HEALTHCARE INC
-
YALE NEW HAVEN CARE CONTINUUM CORP
501C3 · NURSING HOME · CT · controlled entity
Directly controlled by YALE NEW HAVEN HOSPITAL
-
YALE NEW HAVEN HEALTH SERVICES CORP
501C3 · SYSTEM SUPPORT SERVICES · CT
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
501C3 · HOME HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
YNH MANCHESTER MEMORIAL HOSPITAL INC
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
-
501C3 · HEALTHCARE SERVICES · CT · controlled entity
Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORPORATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202502259349300430
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