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← CONNECTICUT CHILDRENS SPECIALTY GROUP INC

Form 990 for tax year 2022

Filed by CONNECTICUT CHILDRENS SPECIALTY GROUP INC.

Totals

Total revenue
$132,185,800
Total expenses
$158,485,905
Contributions and grants received
$516,125
Grants paid
$0
Program services expenses (Part IX)
$112,651,282
Management and general expenses
$45,834,623
Fundraising expenses
$0
Program service expenses (Part III)
$112,651,282

Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES E SHMERLINGDHAFACHE

    DIRECTOR; EX-OFFICIO

    Total calculated
    $2,121,470
    From this org
    $0
    From related orgs
    $2,077,281
    Other
    $44,189
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $1,029,079 related
    Bonus
    $0 + $823,800 related
    Other
    $0 + $224,402 related
    Deferred
    $0 + $18,000 related
    Nontaxable benefits
    $0 + $26,189 related
    Filer's total
    $0 + $2,121,470 related

  • CHRISTINE M FINCK MD FACS

    DIRECTOR; EX-OFFICIO

    Total calculated
    $1,325,946
    From this org
    $1,187,647
    From related orgs
    $0
    Other
    $138,299
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $883,836
    Bonus
    $201,385
    Other
    $102,426
    Deferred
    $109,977
    Nontaxable benefits
    $28,322
    Filer's total
    $1,325,946

  • DENNIS M MELLO MD

    CARDIOVASCULAR SURGEON

    Total calculated
    $1,128,587
    From this org
    $1,044,151
    From related orgs
    $0
    Other
    $84,436
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $935,289
    Bonus
    $51,400
    Other
    $57,462
    Deferred
    $48,814
    Nontaxable benefits
    $35,622
    Filer's total
    $1,128,587

  • JAMES E MOORE MD PHD

    DIRECTOR - PRESIDENT

    Total calculated
    $1,079,256
    From this org
    $936,316
    From related orgs
    $0
    Other
    $142,940
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $625,844
    Bonus
    $265,999
    Other
    $44,473
    Deferred
    $121,025
    Nontaxable benefits
    $21,915
    Filer's total
    $1,079,256

  • JONATHAN E MARTIN MD

    DIVISION HEAD, NEUROSURGERY

    Total calculated
    $984,018
    From this org
    $901,751
    From related orgs
    $0
    Other
    $82,267
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $847,544
    Bonus
    $2,400
    Other
    $51,807
    Deferred
    $47,972
    Nontaxable benefits
    $34,295
    Filer's total
    $984,018

  • JUAN C SALAZAR MD MPH

    DIRECTOR; EX-OFFICIO

    Total calculated
    $950,485
    From this org
    $0
    From related orgs
    $832,943
    Other
    $117,542
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $600,440 related
    Bonus
    $0 + $154,858 related
    Other
    $0 + $77,645 related
    Deferred
    $0 + $84,562 related
    Nontaxable benefits
    $0 + $32,980 related
    Filer's total
    $0 + $950,485 related

  • BRIDGETT FEAGIN MBA

    TREASURER

    Total calculated
    $881,978
    From this org
    $0
    From related orgs
    $750,688
    Other
    $131,290
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $585,061 related
    Bonus
    $0 + $143,719 related
    Other
    $0 + $21,908 related
    Deferred
    $0 + $112,488 related
    Nontaxable benefits
    $0 + $18,802 related
    Filer's total
    $0 + $881,978 related

  • ROBERT E DUNCAN

    EVP CHIEF OPERATING OFFICER

    Total calculated
    $879,444
    From this org
    $0
    From related orgs
    $735,206
    Other
    $144,238
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $547,564 related
    Bonus
    $0 + $175,000 related
    Other
    $0 + $12,642 related
    Deferred
    $0 + $114,012 related
    Nontaxable benefits
    $0 + $30,226 related
    Filer's total
    $0 + $879,444 related

  • BRENDAN CAMPBELL MD

    SURGEON, TRAUMA DIRECTOR

    Total calculated
    $792,457
    From this org
    $721,360
    From related orgs
    $0
    Other
    $71,097
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $580,164
    Bonus
    $105,089
    Other
    $36,107
    Deferred
    $36,400
    Nontaxable benefits
    $34,697
    Filer's total
    $792,457

  • MARKUS J BOOKLAND MD

    NEUROSURGEON

    Total calculated
    $777,795
    From this org
    $704,402
    From related orgs
    $0
    Other
    $73,393
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $681,168
    Bonus
    $2,400
    Other
    $20,834
    Deferred
    $39,143
    Nontaxable benefits
    $34,250
    Filer's total
    $777,795

  • MARK C LEE MD

    ORTHOPEDIC SURGEON

    Total calculated
    $699,602
    From this org
    $628,145
    From related orgs
    $0
    Other
    $71,457
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $561,010
    Bonus
    $31,470
    Other
    $35,665
    Deferred
    $36,760
    Nontaxable benefits
    $34,697
    Filer's total
    $699,602

  • SCOTT R SCHOEM MD

    DIRECTOR

    Total calculated
    $686,522
    From this org
    $639,307
    From related orgs
    $0
    Other
    $47,215
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $595,134
    Bonus
    $3,050
    Other
    $41,123
    Deferred
    $18,000
    Nontaxable benefits
    $29,215
    Filer's total
    $686,522

  • R MOSES VARGAS ESQ

    SECRETARY

    Total calculated
    $625,627
    From this org
    $0
    From related orgs
    $528,192
    Other
    $97,435
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $403,851 related
    Bonus
    $0 + $81,012 related
    Other
    $0 + $43,329 related
    Deferred
    $0 + $62,813 related
    Nontaxable benefits
    $0 + $34,622 related
    Filer's total
    $0 + $625,627 related

  • CHRISTINE M RADER MD

    DIRECTOR

    Total calculated
    $621,899
    From this org
    $584,734
    From related orgs
    $0
    Other
    $37,165
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $542,407
    Bonus
    $23,163
    Other
    $19,164
    Deferred
    $18,000
    Nontaxable benefits
    $19,165
    Filer's total
    $621,899

  • CHRISTOPHER GRINDLE MD

    DIRECTOR

    Total calculated
    $545,345
    From this org
    $479,947
    From related orgs
    $0
    Other
    $65,398
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $457,184
    Bonus
    $8,501
    Other
    $14,262
    Deferred
    $30,876
    Nontaxable benefits
    $34,522
    Filer's total
    $545,345

  • Sarah Matney MSOL BSN RN CPON

    Former Key Employee

    Total calculated
    $520,727
    From this org
    $0
    From related orgs
    $442,980
    Other
    $77,747
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $334,513 related
    Bonus
    $0 + $83,000 related
    Other
    $0 + $25,467 related
    Deferred
    $0 + $43,125 related
    Nontaxable benefits
    $0 + $34,622 related
    Filer's total
    $0 + $520,727 related

  • ANNE G DUDLEY MD

    DIRECTOR

    Total calculated
    $516,323
    From this org
    $488,760
    From related orgs
    $0
    Other
    $27,563
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $470,928
    Bonus
    $3,055
    Other
    $14,777
    Deferred
    $27,563
    Nontaxable benefits
    $0
    Filer's total
    $516,323

  • Annmarie Golioto MD

    Director

    Total calculated
    $464,923
    From this org
    $404,502
    From related orgs
    $0
    Other
    $60,421
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $350,331
    Bonus
    $26,148
    Other
    $28,023
    Deferred
    $25,799
    Nontaxable benefits
    $34,622
    Filer's total
    $464,923

  • ANAND SEKARAN MD

    DIRECTOR (TERM 9/15/2023)

    Total calculated
    $460,999
    From this org
    $400,894
    From related orgs
    $0
    Other
    $60,105
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $346,136
    Bonus
    $44,098
    Other
    $10,660
    Deferred
    $27,400
    Nontaxable benefits
    $32,705
    Filer's total
    $460,999

  • DAVID W SINK MD

    DIRECTOR

    Total calculated
    $456,591
    From this org
    $396,310
    From related orgs
    $0
    Other
    $60,281
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $340,289
    Bonus
    $25,498
    Other
    $30,523
    Deferred
    $25,659
    Nontaxable benefits
    $34,622
    Filer's total
    $456,591

  • BETH C NATT MD

    DIRECTOR

    Total calculated
    $375,574
    From this org
    $326,414
    From related orgs
    $0
    Other
    $49,160
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $299,935
    Bonus
    $19,936
    Other
    $6,543
    Deferred
    $19,538
    Nontaxable benefits
    $29,622
    Filer's total
    $375,574

  • BARBARA EDELHEIT MD

    CHAIR - DIRECTOR

    Total calculated
    $312,031
    From this org
    $270,271
    From related orgs
    $0
    Other
    $41,760
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $263,856
    Bonus
    $3,843
    Other
    $2,572
    Deferred
    $21,817
    Nontaxable benefits
    $19,943
    Filer's total
    $312,031

  • HAYLEY C WOLFGRUBER MD

    DIRECTOR

    Total calculated
    $248,800
    From this org
    $206,219
    From related orgs
    $0
    Other
    $42,581
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $190,457
    Bonus
    $15,400
    Other
    $362
    Deferred
    $14,366
    Nontaxable benefits
    $28,215
    Filer's total
    $248,800

  • NATALIE BEZLER MD

    DIRECTOR (TERM 9/15/2023)

    Total calculated
    $243,073
    From this org
    $193,937
    From related orgs
    $0
    Other
    $49,136
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $159,112
    Bonus
    $34,471
    Other
    $354
    Deferred
    $15,814
    Nontaxable benefits
    $33,322
    Filer's total
    $243,073

  • GARRY LAPIDUS PA-C

    DIRECTOR (TERM 3/17/2023)

    Total calculated
    $216,947
    From this org
    $0
    From related orgs
    $183,601
    Other
    $33,346
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $159,488 related
    Bonus
    $0 + $13,851 related
    Other
    $0 + $10,262 related
    Deferred
    $0 + $10,007 related
    Nontaxable benefits
    $0 + $23,339 related
    Filer's total
    $0 + $216,947 related

  • Basia Adams APRN

    Director (EFF 4/21/2023)

    Total calculated
    $195,804
    From this org
    $184,633
    From related orgs
    $0
    Other
    $11,171
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $184,501
    Bonus
    $0
    Other
    $132
    Deferred
    $10,671
    Nontaxable benefits
    $500
    Filer's total
    $195,804

  • MACDARA G TYNAN MD MBA

    VP,PROV ENGAGE'T(term 3/28/23)

    Total calculated
    $188,088
    From this org
    $161,030
    From related orgs
    $0
    Other
    $27,058
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $132,746
    Bonus
    $0
    Other
    $28,284
    Deferred
    $4,277
    Nontaxable benefits
    $22,781
    Filer's total
    $188,088

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

CORE FORM, PART VII AND SCHEDULE J
TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2022 FORMS W-2.
SCHEDULE J, PART I; QUESTION 3
EACH YEAR, AN INDEPENDENT COMPENSATION CONSULTANT CONDUCTS A MARKET ANALYSIS OF CONNECTICUT CHILDREN'S MEDICAL CENTER'S ("CONNECTICUT CHILDREN'S") PRESIDENT/CHIEF EXECUTIVE OFFICER, OFFICERS AND OTHER KEY EMPLOYEES. TO AUGMENT THEIR PROPRIETARY AND OTHER DATA TO WHICH THEY HAVE ACCESS, CONNECTICUT CHILDREN'S PROVIDES THE DATA RESULTS FROM SALARY SURVEYS IN WHICH CONNECTICUT CHILDREN'S PARTICIPATES. THE ANALYSIS AND PRESENTATION OF THE DATA IS PRESENTED BY THE INDEPENDENT COMPENSATION CONSULTANT TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE CONNECTICUT CHILDREN'S BOARD OF DIRECTORS. ANNUALLY THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE BOARD OF DIRECTORS THEN REVIEW AND DISCUSS SALARY RECOMMENDATIONS FOR THE OFFICERS AND OTHER KEY EMPLOYEES AND SIGN OFF ON THE FINAL RECOMMENDATIONS. CONNECTICUT CHILDREN'S EXECUTIVE COMMITTEE MEETS INDEPENDENTLY WITH THE PRESIDENT/CHIEF EXECUTIVE OFFICER TO DISCUSS HIS INDIVIDUAL PERFORMANCE. FOLLOWING THE PERFORMANCE EVALUATION, A SALARY RECOMMENDATION IS MADE AND COMMUNICATED TO THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES TO AUTHORIZE PROCESSING.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN), AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JAMES E. SHMERLING, DHA, FACHE, $207,533; CHRISTINE M. FINCK, M.D., FACS, $60,096; DENNIS M. MELLO, M.D., $34,321; JAMES E. MOORE, M.D., PH.D., $21,341; JONATHAN E. MARTIN, M.D., $29,772; JUAN C. SALAZAR, M.D., MPH, $60,096; BRENDAN CAMPBELL, M.D., $18,072; MARKUS J. BOOKLAND, M.D., $20,212; MARK C. LEE, $18,160; SCOTT R. SCHOEM, M.D., $18,870; R. MOSES VARGAS, ESQ., $42,411; CHRISTINE M. RADER, M.D., $17,746; CHRISTOPHER GRINDLE, M.D., $13,334; SARAH MATNEY MSOL, BSN, RN, CPON, CENP, $24,549; ANNE G. DUDLEY, M.D., $14,216; ANNMARIE GOLIOTO, M.D., $8,605; ANAND SEKARAN, M.D., $7,901; DAVID W. SINK, M.D., $8,605 AND BETH C. NATT, M.D., $5,780. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CHRISTINE M. FINCK, M.D., FACS, $91,977; DENNIS M. MELLO, M.D., $33,714; JAMES E. MOORE, M.D., PH.D., $103,025; JONATHAN E. MARTIN, M.D., $29,972; JUAN C. SALAZAR, M.D., MPH, $66,562; BRIDGETT FEAGIN, MBA, $97,388; ROBERT DUNCAN, $99,843; BRENDAN CAMPBELL, M.D., $18,400; R. MOSES VARGAS, ESQ., $44,813; MARKUS J. BOOKLAND, M.D., $21,143; CHRISTOPHER GRINDLE, M.D., $12,876; SARAH MATNEY MSOL, BSN, RN, CPON, CENP, $37,325; ANNE G. DUDLEY, M.D., $12,463; ANNMARIE GOLIOTO, M.D., $7,799; ANAND SEKARAN, M.D., $9,400; DAVID W. SINK, M.D., $7,659; BETH C. NATT, M.D., $4,866; BARBARA EDELHEIT, M.D., $5,462; HAYLEY C. WOLFGRUBER, M.D., $3,905 AND NATALIE BEZLER, M.D., $3,557. WOLFGRUBER, M.D., $3,905 AND NATALIE BEZLER, M.D., $3,557.
SCHEDULE J, PART I; QUESTIONS 6A & 6B
THE ORGANIZATION IS AN AFFILIATE WITHIN CCMC CORPORATION AND SUBSIDIARIES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE ORGANIZATION'S BOARD OF DIRECTORS HAS AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE"). ACCORDINGLY, THE ORGANIZATION'S COMMITTEE MAY ELECT TO MAKE INCENTIVE AWARDS IN ITS SOLE DISCRETION. IF THE COMMITTEE ELECTS TO MAKE SUCH INCENTIVE AWARDS, THE AMOUNT OF AN ELIGIBLE EMPLOYEE'S INCENTIVE AWARD IS BASED GENERALLY UPON THE FOLLOWING CRITERIA: - CCMC CORPORATION ACHIEVING THRESHOLD FOR THE FINANCIAL GOALS, OTHERWISE NO INCENTIVE WILL BE PAID; - INDIVIDUAL AND CORPORATION PERFORMANCE AND WHETHER THE LEVEL OF PERFORMANCE ACHIEVED IS AT THRESHOLD, TARGET, OR STRETCH; AND - THE PERCENTAGE OF THE AWARD COMPRISED OF CORPORATION VERSUS INDIVIDUAL PERFORMANCE. THE COMPENSATION FOR CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II OF THIS FORM 990 CONSIST OF BOTH A FIXED SALARY AND ADDITIONAL AT-RISK INCENTIVE COMPENSATION.
SCHEDULE J, PART I; QUESTION 7
IF THE COMPENSATION COMMITTEE ELECTS TO MAKE INCENTIVE AWARDS, THESE AWARDS ARE TO BE PAID NO LATER THAN TWO AND ONE-HALF MONTHS AFTER THE END OF THE FISCAL OR CALENDAR YEAR, WHICHEVER IS LATER, AFTER WHICH THE AMOUNT OF SUCH AWARDS ARE DETERMINED. THEREFORE, IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, RULES AND REGULATIONS, CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED INCENTIVE AWARDS DURING CALENDAR YEAR 2022 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F
THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE EMPLOYEE INCENTIVE AWARDS AND/OR VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE AMOUNTS HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

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
2022
Filed
15 February 2024
IRS schema version
2022v5.0
Source object
202422069349300907

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