2026-08-12T09:13:25-05:00 2025-09-30 440160260 FORVIS MAZARS LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2024-10-01 832550272 SVMC Holdings Inc SVMC 4752106193 2800 Main Street Bridgeport CT 06606 Renata Cook Authorized Signer 4752106193 2026-08-12 0 0 April Arnold P01559426 5612991820 2024 2025-03-06 01:10:19Z St Vincent's Medical Center Christopher Given 2800 Main Street Bridgeport CT 06606 715007816 0 X www.stvincents.org X 2018 CT To improve the health and well-being of all people in the communities we serve. 14 13 3106 127 472997 179905 5820415 5531768 637837061 707496129 134917 147601 -5855829 -6140619 637936564 707034879 650835 1004304 0 0 231046232 248536811 0 0 1297345 452035003 491015870 683732070 740556985 -45795506 -33522106 372892410 387676225 317230278 357342090 55662132 30334135 X To improve the health and well-being of all people in the communities we serve. 0 0 107682964 146370633 As a member of Hartford HealthCare Corporation (HHC), Cardiology services at St Vincent Medical Center are provided through the Hartford HealthCare Heart and Vascular Institute. As a patient or family member, there are many reasons to choose the Hartford HealthCare Heart and Vascular Institute. Whether you enter our system through one of our board-certified cardiologists in an outpatient setting, in an emergency by way of LIFE STAR helicopter, or at one of our seven hospitals, including a tertiary care level teaching hospital, we provide the coordinated, evidence-based care that you need to get back on your feet again. The stress of driving long distances for care and assessment can have a serious impact on the patient's quality of life. The care provided at the St Vincent's regional Heart and Vascular Center works seamlessly with the Heart & Vascular Institute's Center for Advanced Heart Failure at Hartford Hospital. The Center offers a range of cardiac treatments and surgical procedures for patients and their loved ones performed by our expert cardiac care team. We provide you with a full range of cardiac treatment options and surgical procedures. We treat you as a whole person: mind, body and spirit. We assess your condition by conducting a thorough, accurate diagnosis in our state-of-the-art cardiac testing facilities. We design individual treatment options, including non-invasive surgery, lifestyle changes, medication, cardiac interventions, and open-heart surgery. At St. Vincent's, we care for you and your heart from diagnosis to treatment, from rehabilitation to recovery.At the completion of FY25, the Center had 30,854 cases with an average length of stay of 4.62 days. 89756768 98480120 The Connecticut Orthopedic Institute (COI) at St. Vincent's Medical Center proudly maintains an exceptional level of care and an outstanding patient experience. The Institute is staffed by some of the top orthopedic specialists in the region through a partnership with Connecticut Orthopedic Specialists and Comprehensive Orthopedics and Musculoskeletal Care. The surgeons, and their patients, also have access to the best-available robotics-assisted technology, Mako Robotic-Arm Assisted Surgery for knees and hips, and Mazor X Robotic Spine Surgery for the spine. The Mazor X Robotic Spine Surgery makes a procedure less invasive and more precise. For our patients, that means a quick recovery and restored function of your knee, hip, or spine. Conditions treated include but are not limited to: Arthritis; Degenerative Joint Disease, Hand/Repetitive Motion; Hip; Knee; Osteoporosis; Shoulder; and Spine. The Institute is made up of the following departments: Orthopedic Surgery; Mako System; Sports Medicine; and Telerehabilitation.The COI provides the highest quality of care and outstanding patient experience. We are proud to have been the first in the nation to achieve the Joint Commission's Advanced Certification for Spine Surgery. St. Vincent's Medical Center has been named one of America's Best Hospitals for Orthopedics by the Women's Choice Award, America's trusted referral source for the best in healthcare. The award signifies that St. Vincent's Medical Center is in the top of the 4,542 U.S. hospitals offering orthopedics services.St. Vincent's Medical Center is one of 455 award recipients representing the hospitals that have met the highest standards for orthopedics care in the U.S. by the Women's Choice Award. At the completion of FY25, the Division of Orthopedics had approximately 18,652 cases with an average length of stay of 5.88 days. 71096514 79999851 During FY25, Hartford HealthCare Cancer Institute expanded and refined community-focused cancer support services addressing priority community health needs identified through the Community Health Needs Assessment (CHNA), including behavioral health, social determinants of health, nutrition, financial toxicity, caregiver support, and access to specialty supportive care.In FY25, services reached thousands of patients through psychosocial counseling, social work navigation, nutrition care, financial counseling, and peer support programs. Expanded staffing and virtual modalities improved access, while ongoing evaluation ensured alignment with identified community health needs.Psycho-oncology: Quality of Life Program (QOL):CHNA alignment: Behavioral health access, emotional support, continuity of care*1367 completed appointmentsHighlight: QOL services ensured continued access to evidence-based psychosocial oncology care, particularly for patients facing transportation, geographic, or work-related barriers.Expanded access integrating a post-doc fellow (.4FTE), offering non-billable services through training program to reduce barriers. Provided clinical supervision for psycho-oncology to support Ph.D work. Services continue to reach geographically dispersed patients and lower-barrier populations through telehealth.Oncology Social Work:CHNA alignment: Social determinants of health, financial distress, care coordinationSocial workers addressed housing insecurity, transportation barriers, employment loss, caregiver strain, and financial distress, supporting equitable cancer care access across regions.* 2,216 referralsTotal Referral Comparison (Selected Regions)Region FY24 FY25 % ChangeHartford 1,013 779 -23%Central & NW 355 415 +17%HOCC/CHH 251 489 +95%East 311 421 +35%SVMC 352 112 -68%Overall, FY25 showed better regional alignment of services to community need, particularly in underserved and growing regions.Highlights: Created referral order to streamline access to services across the system. Increased staffing by 1 FTE (CENTRAL).Oncology Registered Dietitian Services:CHNA alignment: Nutrition insecurity, treatment tolerance, chronic disease managementNutrition services supported treatment adherence, symptom management, and food securityparticularly for patients experiencing financial or functional vulnerability.* 4,336 patient encountersTotal Patient Volume (Assessments + Follow-ups)Site FY24 FY25 ChangeMidstate Medical Center 1,281 1,084 -197Hartford Hospital 1,405 1,434 +29The Hospital of Central CT 912 969 +57Backus Hospital 401 621 +220Charlotte Hospital 0 228 +228 Highlight: Increased staffing by 1.2FTEs (1 FF& .2 HTFD)Backus and Charlotte hospitals both showed substantial growth, addressing prior regional gaps. Hartford Hospital volume growth reflects FTE expansion from 0.6 0.8.Financial Counseling/Coordination:CHNA alignment: Financial hardship, insurance access, health equityFinancial counseling mitigated cancer-related financial distress and supported patient navigation through insurance, assistance programs, and care affordability.FY25 Status:* Financial counseling services expanded in Central/NW, Hartford, and Fairfield regions* No standardized Epic workflow or metrics, limiting quantifiable FY comparison at this time Integration achieved through collaboration with: * Financial Aid* Authorization departments* Oncology care teamsHighlight: Increased staffing by 1FTE (FF)Support Groups & Educational series:CHNA alignment: Mental health, caregiver support, patient educationSupport groups reduced isolation, enhanced coping skills, and delivered disease-specific education to patients and caregivers across HHC's service area.* 505 participantsHighlights: Added 2 new support groups- Head & Neck Support Group and Lymphedema Support Group (partnership with Rehab to facilitate)* 10 condition-specific and caregiver groups offered* Virtual and hybrid formats enhanced accessibilityTopics included: * Breast, prostate, GI, gynecologic, brain, head & neck cancers* Advanced cancer* Caregiver support* Nutrition educationCommunity-Based Cancer Outreach & Education (FY25):In FY25, Hartford HealthCare Cancer Institute conducted extensive community outreach focused on cancer education, prevention, screening, and early detection. Through 180 community events, mobile screening programs, and partnerships with hospitals, FQHCs, and community clinics, services reached thousands of individuals statewide, many of whom were uninsured or medically underserved. These efforts resulted in early cancer detection, improved access to preventive services, and reduced health disparities across Hartford HealthCare's communities. During FY25, Hartford HealthCare Cancer Institute conducted extensive community outreach activities focused on education, prevention, screening, and clinical trial awareness, reaching individuals statewide many of whom experience barriers related to insurance status, geography, income, or system navigation.FY25 Outcomes:Community outreach activities increased cancer awareness, reduced barriers to preventive care, and promoted equitable participation in clinical research particularly among populations traditionally underrepresented in oncology trials.*180 community outreach events held statewide* ~3,200 individuals received cancer education* 9 cancer prevention education events, reaching 338 attendees* 11 cancer screening outreach events, resulting in 291 completed screenings* Screening focus areas included: - Prostate - Colorectal - Skin - Head & neck cancers * 143 new patients enrolled in clinical trials, supporting equitable access to innovative cancer treatmentsStrategic Outreach & Priority Populations:Strategic outreach ensured cancer prevention and early detection services reached communities with the greatest unmet health needs, advancing Hartford HealthCare's commitment to health equity.CHNA alignment: Health disparities, underserved populations, geographic access*Statewide outreach strategy prioritized: - Medically underserved communities - Uninsured and underinsured populations - Communities with limited access to cancer screening services*Outreach activities were tailored to meet community-specific needs through: - Local partnerships - On-site screening opportunities - Navigation support and referrals for follow-up careEarly Detection & Prevention Program:CHNA alignment: Preventable disease, chronic disease management, SDOHThe Early Detection & Prevention Program partnered across the Hartford HealthCare system and with community providers to deliver comprehensive screening and navigation services.FY25 Program Highlights* Collaborated with: - All HHC hospitals - Federally Qualified Health Centers (FQHCs) - Community clinics * Screening services included: - Breast - Cervical - Colorectal - Cardiovascular health* Additional support services: - Wellness health coaching - Social determinants of health (SDOH) assessments - Referral to community and clinical resourcesFY25 OutcomesThe Early Detection & Prevention Program addressed significant access gaps by providing no-cost screenings and comprehensive navigation for uninsured individuals, resulting in early cancer identification and life-saving intervention.* 838 individuals screened* 23 cancers detected, enabling earlier-stage diagnosis* 99.4% of participants uninsured* 84 Wellness Days delivered across communitiesMobile Mammography Program:CHNA alignment: Women's health, cancer prevention, access to careHartford HealthCare's Mobile Mammography Program expanded access to breast cancer screening through community-based services delivered in partnership with Hartford Hospital Radiology.The Mobile Mammography Program reduced structural and financial barriers to breast cancer screening, reaching women who might otherwise lack access to preventive care including uninsured and justice-involved populations.FY25 Outcomes* 1,665 mammograms completed* Services delivered at 136 community locations statewide* 50.5% of participants uninsured* Specialized outreach included: * 153 incarcerated women screened at a correctional facility 431644830 1004304 382172528 431644830 1004304 382172528 700181076 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 262 0 1 3106 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CT X Christopher Given 4752106193 2800 Main Street Bridgeport CT 06606 William Jennings President/Director 60.00 0.00 X X 0 1507121 221020 Rina Bakalar Director 2.00 0.00 X 0 0 0 Carol Birks Director 2.00 0.00 X 0 0 0 Eddy Castillo MD Director 2.00 0.00 X 0 0 0 Robin Cautin Director 2.00 0.00 X 0 0 0 Peter Cimino MD Director 2.00 0.00 X 0 0 0 George Estrada Director 2.00 0.00 X 0 0 0 Douglass Grabe Vice Chair 3.00 0.00 X X 0 0 0 Rahul Gupta MD Director (Thru 06/25) 2.00 0.00 X 0 0 0 Debra Liebowitz Director 2.00 0.00 X 0 0 0 Jane Manning Director 2.00 0.00 X 0 0 0 Dara Richards MD Director 2.00 0.00 X 0 0 0 Strick Woods MD Director 2.00 0.00 X 0 0 0 Deacon Patrick Toole Director 2.00 0.00 X 0 0 0 Lucy Teixeira Chair 3.00 0.00 X X 0 0 0 Andrew Turczak SVP 60.00 0.00 X 0 387512 50376 Christopher Given VP 60.00 0.00 X 0 455045 31624 John Rossi VP 60.00 0.00 X 0 414770 28325 Teresa Fuller VP 60.00 0.00 X 0 421231 61974 Peter Mumma VP 60.00 0.00 X 534820 0 36283 Deborah Lee VP 60.00 0.00 X 0 330301 69884 Karen Kaiser VP 60.00 0.00 X 267586 0 55628 Ryan O'Connell MD VP 60.00 0.00 X 0 390743 58530 Daniel Gottschall MD VP (Thru 12/24) 60.00 0.00 X 0 637037 75503 Elizabeth Maselli Dir Ops CT Orthopaedic Inst 60.00 0.00 X 253661 0 18398 Irene Brown-Reid Registered Nurse 60.00 0.00 X 280204 0 35667 Maureen Gethings Dir Perioperative Svcs 60.00 0.00 X 266237 0 31987 Nicole Loiz Dir Clinical Operations 60.00 0.00 X 244020 0 32144 David Lizak Coord Perfusionist 60.00 0.00 X 229147 0 17412 Michael Daglio Former President 0.00 0.00 X 0 1836321 29364 2075675 6380081 854119 479 1 1 0 ShiftWise Inc (Formerly Origin Inc) PO Box 70870 St Paul MN 55170 Staffing Services 11470274 Morrison Management Sp Inc Acute Care 400 Northbridge Road Sandy Springs GA 30350 Food Services 5962593 Shearwater Health Inc 30 Burton Hills Blvd Nashville TN 37215 Staffing Services 4873371 Integrated Anesthesia Associates LLC 2 Trap Falls Road Shelton CT 06484 Medical Services 2446302 Berstein-Magoon-Gay LLC PO Box 61323 King of Prussia PA 19406 Laundry Services 2025635 54 993388 2632384 1905996 8975 5531768 Net Patient Revenue 624100 671252647 671252647 Pharmacy 541700 35770485 35770485 Reference Testing 621500 472997 472997 707496129 100347 100347 1659023 7607220 -5948197 -5948197 -5948197 20363 135135 0 108244 20363 26891 47254 47254 65051 993388 257473 -192422 -192422 707034879 707023132 472997 -5993018 X 1004304 1004304 630762 630762 203023476 196750044 5467714 805718 10952412 10613982 294964 43466 18398866 17830340 495508 73018 15531295 15051378 418280 61637 156292 156292 74870 74870 2438 2438 171906487 171906487 157144 95795 41759 19590 6982272 5801712 1148135 32425 24855235 10439199 14416036 8491272 6889832 1585094 16346 113612 103855 8675 1082 359217 328752 23601 6864 1616192 1066687 549505 36879025 29872010 7007015 13221458 9082964 4125095 13399 5715512 5715512 Medical Supplies 156249082 156249082 Hospital Provider User 32709945 32709945 Repairs & Maintenance 15384350 15309960 15465 58925 Purchased Services 12846550 10831223 1964106 51221 3294917 2528013 653250 113654 740556985 700181076 39078564 1297345 103408 0 48041991 48020634 3560631 3463042 60423678 66138917 13455647 11167911 1432382 1795359 306005554 98932292 193425902 207073262 32102988 3426482 6874552 34397327 125980 125980 1005000 1005000 12340251 11062311 372892410 387676225 45596493 49960137 444377 1142959 271189408 306238994 317230278 357342090 X 14586229 -9440217 41075903 39774352 55662132 30334135 372892410 387676225 X -33522106 8194109 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 74870 74870 0 Part II-B, Line 1: SVMC Holdings, Inc. dba St. Vincent Medical Center paid annual dues to Connecticut Hospital Association (CHA). CHA conducts lobbying activities on behalf of its members. CHA allocates a portion of their dues as lobbying expenses. The portion of dues allocated as lobbying expenses is calculated under current Medicare rules. CHA conducts lobbying activities under current Medicare rules. The total amount of dues allocated for lobbying expenses for FY25 was $74,870. 28108896 21000 -73000 796000 27260896 24004896 42000 4533000 471000 28108896 21078896 39000 2976000 89000 24004896 24101896 10000 -2556000 477000 21078896 20425896 3000 4381000 708000 24101896 0.58000 0.42000 0 1 1 12860500 12860500 147603490 39433536 108169954 1698295 985663 712632 143843269 58513093 85330176 207073262 Investment in Endowment 34397327 F 34397327 Due to Affiliates 222936300 Payable to HHC - Interco Bonds 54771719 Long Term Accrued Malpractice 9057391 Other Net Liabilities 8795631 Hospital Provider User Fee 7983193 Current Accrued Malpractice 2072286 Accrued Post Retirement Expenses 622474 306238994 Part V, Line 4: The Hospital has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to mission related programs such as those described in Part III, lines 4a-d while seeking to maintain purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the Hospital must hold in perpetuity or for a donor-specific period(s). Under this policy, the endowment assets are invested in a manner that is intended to produce a real return, net of inflation and investment management costs, of at least 4% over the long term. Actual returns in any given year may vary from this amount. The Hospital's endowment consists of hundreds of individual funds established for a variety of purposes including but not limited to patient care, research and capital needs. Net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. Swim Golf Tournament 168868 111972 56896 42734 26649 Night of Music 79755 71600 8155 9000 9562 4250 3592 2 809816 809816 18507 60666 750 81763 1058439 993388 65051 27507 112962 5000 112004 257473 -192422 1 1 X 1 X 250.000000000000 1 X 550.000000000000 1 1 1 0 0 14272674 14272674 0.01930 139005524 115263981 23741543 0.03210 153278198 115263981 38014217 0.05140 9113228 4204995 4908233 0.00660 12597037 4074578 8522459 0.01150 6340952 6340952 0.00860 1068065 1068065 0.00140 29119282 8279573 20839709 0.02810 182397480 123543554 58853926 0.07950 19788 19788 0.00000 6222 6222 0.00000 26010 26010 0.00000 0 0 0 107783456 108294069 -510613 X 1 1 1 Connecticut Orthopedic Management LLC Management and Process Improvement of Orthopedic Service Lines 0.50000 0.50000 1 1 SVMC Holdings Inc dba St Vincent's Medical Ctr 2800 Main Street Bridgeport CT 06606 0077 X X X X SVMC Holdings Inc dba St Vincent's Me 1 0 0 1 X X X X X X X X X 24 1 1 1 1 X See Part V, Page 8 X X 1 24 1 See Page V, Page 8 0 1 X 250.000000000000 550.000000000000 X X X X 1 1 X X X X X 1 X See Part V, Page 8 X See Part V, Page 8 X See Part V, Page 8 X X X X X X X 1 X 0 X X X X 1 X 0 0 SVMC Holdings, Inc. dba St. Vincent's Medical Ctr Part V, Section B, Line 5: The Community Health Needs Assessment is a systematic, data-driven approach to determining the health status, behaviors and needs of residents in Hartford HealthCare's service areas. The information garnered from the assessment may be used by Hartford HealthCare to inform decisions and guide efforts to improve community health and wellness. Hartford HealthCare operates in five Community Benefit regions Central Region (Hospital of Central Connecticut & MidState Medical Center), East Region (Backus Hospital, Natchaug Hospital & Windham Hospital), Hartford Region (Hartford Hospital), Northwest Region (Charlotte Hungerford Hospital) and Fairfield Region (St. Vincent's Medical Center). The regional approach includes partners within and across regions, hospital services areas, and community-based health equity champions. Recognizing the need to reduce and eliminate health disparities at the leadership and governance levels of health care and other local organizations is a central and necessary first step in community health improvement. The second step to improving health equity is to collect and use data about race, ethnicity, and language preference to develop a shared understanding of the challenges in the community. Education about cultural sensitivity is also required. The HHC regional teams involved a team of "Health Equity Champions" representing multiracial or other marginalized communities to help ensure the research is reflective of the community perspectives.St. Vincent's Medical Center and its community partners conduct a Community Health Needs Assessment (CHNA) every three years. The 2025 CHNA was a community-wide undertaking with extensive data collection and input from community residents, health and social services experts, and people who serve our community every day. Additionally, to increase their understanding of community members' perspectives on identified health issues and ideas for addressing them, staff solicited input from individuals representing the broad interests of the community such as staff from social service and public health organizations and community residents. Staff collected feedback through a range of methods, including focus groups and interviews. Community input came from diverse groups in terms of age, race/ethnicity, cultural group, and other demographics. The 2025 CHNA was conducted in collaboration with the Health Improvement Alliance, a coalition of community based organizations that serve the Greater Bridgeport region of Connecticut and are committed to broad collaboration and meaningful community engagement to improve the health and wellbeing of residents across Greater Bridgeport.Community engagement was a central part of the CHNA. We invited wide participation from community members and organizations, including experts in health, social service representatives, advocates, community champions, policy makers, and lay community residents. These stakeholders were asked to weigh in on data findings, share their perspectives on challenges facing our community, and provide input on collaborative solutions as part of Health Improvement Alliance (HIA). SVMC Holdings, Inc. dba St. Vincent's Medical Ctr Part V, Section B, Line 6a: Since 2003, St. Vincent's Medical Center (SVMC) has served as co-lead alongside Bridgeport Hospital (BH) for the Health Improvement Alliance (HIA), the regional community health improvement partnership. Representatives from each hospital co-chair the monthly steering committee meeting and oversee the work of the current task forces designed to address the CHNA priority areas. SVMC Holdings, Inc. dba St. Vincent's Medical Ctr Part V, Section B, Line 6b: The 2025 CHNA was conducted in collaboration with the Health Improvement Alliance (HIA), a coalition of community based organizations that serve the Greater Bridgeport region of Connecticut and are committed to broad collaboration and meaningful community engagement to improve the health and wellbeing of residents across Greater Bridgeport. HIA is comprised of almost 100 individuals representing St. Vincent's Medical Center, Bridgeport Hospital, seven local health departments, federally qualified health centers (FQHCs), community agencies, faith-based organizations, universities, town and city agencies, and residents from Bridgeport, Easton, Fairfield, Milford, Monroe, Stratford, and Trumbull. The members of HIA include:Access Health CT, Alliance for Community Empowerment, American Heart & Stroke Association, Americares Free Clinic of Bridgeport, Aspetuck Health District, Beacon Health Options, Bridgeport Alliance for Young Children, Bridgeport Child Advocacy Coalition, Bridgeport Farmers Market Collaborative, Bridgeport Hospital, Bridgeport Regional Business Council, Bridgeport Rescue Mission, Building Neighborhoods Together, Catholic Charities, Central CT Coast YMCA, City of Bridgeport, City of Bridgeport Department of Health and Social Services, City of Milford, Community Health Network of Connecticut, Inc., Continuum of Care, LLC, Council of Churches of Greater Bridgeport, CT Dental Health Partnership, CT State Department of Public Health, CT State Department of Social Services, CT State Dept. of Mental Health/ Greater Bridgeport Community Mental Health Center (GBCMHC), Fairfield Health Department, Fairfield University School of Nursing, Greater Bridgeport Medical Association, Hartford HealthCare Medical Group, Hispanic Health Council, Hope Charitable Pharmacy of Greater Bridgeport, Housatonic Community College, Interdenominational Ministerial Alliance, Liberation Programs, LifeBridge Community Services, Milford Health Department, MOMS Partnership, Monroe Health Department, National Association of Hispanic Nurses-CT Chapter, Northeast Medical Group, Optimus Healthcare, Park City Communities, Pediatric Healthcare Associates, Recovery Network of Programs, Inc., Sacred Heart University, Colleges of Nursing and Health Professions, Salvation Army, Shiloh Baptist Church, Southern Connecticut State University, Southwest Community Health Center, Southwestern CT Area Health Education Center, Inc., St. Vincent's Medical Center, Stratford Health Department, Supportive Housing Works, The Connection, Inc., The Hub, a division of Regional Youth Adult Social Action Partnership (RYASAP), The Kennedy Collective, Town of Easton, Town of Fairfield, Town of Monroe, Town of Stratford, Town of Trumbull, Trumbull Health Department, United Way of Coastal Fairfield County, University of Bridgeport, Visiting Nurse Services of CT.Part V, Section B, Line 7ahttps://stvincents.org/health-wellness/health-resources/community-health-needs-assessment SVMC Holdings, Inc. dba St. Vincent's Medical Ctr Part V, Section B, Line 7d: The needs assessment was published in September 2025 and is available on the hospital's website. In addition, electronic copies are available upon request.Part V, Section B, Line 10a:https://stvincents.org/health-wellness/health-resources/community-health-needs-assessment SVMC Holdings, Inc. dba St. Vincent's Medical Ctr Part V, Section B, Line 11: The 2025 Community Health Needs Assessment (CHNA) for St. Vincent's Medical Center (St. Vincent's), part of Hartford HealthCare's (HHC) Fairfield Region, leveraged numerous sources of local, regional, state and national data along with input from community-based organizations and individuals to provide insight into the current health status, health-related behaviors and community health needs for the Hospital service area (HSA). The priorities identified in the 2025 CHNA and chosen for action though CHIP for 2026-28 cycle are:- Maternal, Prenatal, and Child Wellbeing - Preventive Care and Quality of Life - Behavioral and Mental Health and Wellbeing - Strengthening Communities All needs identified in the CHNA are currently being addressed.Prioritized communities:- Disadvantaged communities, people of color, and others who have historically lacked adequate access to services.The CHIP programming for FY25 was based on the 2022 CHNA and subsequent CHIP which ran from FY23-25.Reduce the Burden of Chronic Disease, and Promote Healthy Behaviors and Lifestyles * Know Your Numbers (KYN): In FY25, in partnership with the Health Improvement Alliance, at our seasonal St. Vincent's Farm Stand and in community settings, our Mission Services Community Health team helped facilitate screenings as follows: 47 events, 645 A1c screenings, 1148 blood pressure screenings, 3335 blood pressure cuffs distributed. Of those screened, 22% were known diabetics, 5% were unknown, 11% were known prediabetic, 27% unknown, and 63% of blood pressure screenings were elevated. A total of 1,258 people were served via 5,163 encounters. * St. Vincent's Food Distribution: In FY22, St. Vincent's partnered with Connecticut Foodshare to offer free, bi-weekly mobile food distributions on campus for the community. In FY25, 5,270 persons were served with a modest overall estimated reach of approx.15,600 persons (extended families, children, etc.) * St. Vincent's Farm Stand: Seasonal weekly farm stand hosted on campus as part of the Bridgeport Farmers Market Collaborative. FY25 (Oct-Dec 204 + Jun-Sep 2025): 2,700 persons served. Conducted six cooking demos. Redeemed $6,000+ in Bridgeport Bucks; $2,500+ in SNAP benefits and match; $6,000+ in FMNP checks and matches. * Healthy Lifestyles Task Force (HIA): St. Vincent's colleague served as co-chair of the Healthy Lifestyles task force, including leading monthly meetings. Multiple colleagues served on the task force, supporting and/or leading CHIP-related projects. * Parish Nurse Program: St. Vincent's Parish Nurse program extends healthcare services through local churches and congregations. The program currently supports 40 active churches and 215 nurses. In FY25, the nurses reported a total of 4,854 encounters, and our staff had more than 1,500 encounters with the nurses, including information sharing, meetings, and education. * House of Hope Food Drive: St. Vincent's Medical Center and Aquarion Water Company have been collaborating on the House of Hope since 2011, collecting nutritious, non-perishable foods to support local food pantries. In FY25, more than 10 tons of food were distributed to seven local organizations whose food pantries serve the Greater Bridgeport Region. Improve Access to Care * Annual Medical Mission: Bridgeport's most vulnerable, underserved and homeless residents received free medical services and other supports/resources from St. Vincent's volunteers. Services included medical examinations, prescriptions, vaccinations, podiatry services, foot washings, haircuts and behavioral health assessments. Other benefits included onsite meals, distribution of coats, shoes, socks, reading glasses, hats, scarves, gloves and toiletries. In FY25 (Nov. 2, 2025), 610 persons received care; 315 medical assessments; 81 pediatric assessments; 44 mental health assessments; 193 free prescriptions; 218 vaccinations/flu shots; 90 referrals to primary care providers; 35 podiatry visits; 262 foot washings; 936 new coats given out; 1200 pairs of shoes & 1500 pairs of socks;218 pairs of reading glasses distributed. Also, hundreds of children's books and hundreds of handmade knit scarves, hats and gloves distributed, had been collected and distributed. 1600 meals served, nutrition counseling, childcare. Staff engaged with 100+ children in the Kids' Zone. * Hope Charitable Pharmacy of Greater Bridgeport: Provides short-term and long-term medication assistance to eligible patients through licensed pharmacist and trained personnel. In FY25, Hope Pharmacy served 9,367 patients, dispensed 16,196 prescriptions valued at $2.72M. * Health Improvement Alliance (HIA): Regional coalition - co-led by St. Vincent's Medical Center and Bridgeport Hospital working together since 2003 to identify, prioritize, and measurably improve the health of the community through prevention, education, and services. Manager of Mission Services Community health co-leads the coalition. * St. Vincent's Community Health Worker (CHW) Program: Funded by American Rescue Plan Act (ARPA) and Connecticut Health Foundation (CHF) grants, St. Vincent's pilot program was staffed in May 2022. We currently have one FTE certified CHW on the Mission Services Community Health Team, and one per diem position that is grant-funded. The overall goal of the program is to embed CHWs in the community to serve those in need, particularly those negatively affected by social drivers of health. Some support is also offered to patients meeting specific criteria. * Neighborhood Health: In the Fairfield Region, we have been partners with the Neighborhood Health team since August 2023 to bring accessible healthcare into Bridgeport neighborhoods. We have included the FQHCs in this partnership and have been successful in engaging them at many clinics to provide referrals for patients, as well as other community partners. Enhance Behavioral Health Services * Care Coordination Team (CCT): A multi-organization group focused on identifying patients who need significant help in accessing and continuing care. The goal of the CCT is to reduce utilization of Emergency Department, improve access to care, by connecting participants with mainstream resources and providers. In FY2025, the CCT continues their efforts with weekly virtual meetings that are led by a St. Vincent's BHN colleague. * CCAR Emergency Department Recovery Coach Program (EDRC): CCAR Recovery Coaches support patients and families in the Emergency Department who are affected by substance use through one-on-one connection, resource brokering, and follow-up conversations. In FY2025, 201 persons were served by this program. * Community Residential Services (CRS): St. Vincent's Medical Center's Behavioral Health Services department offers permanent supportive housing and case management for adults who might otherwise be homeless. This program serves approximately 129 units in Bridgeport, Fairfield and Norwalk, serving 212 individuals and 8 families. * Behavioral Health Task Force (HIA): St. Vincent's colleague served as facilitator for monthly Behavioral Health task force meeting. Multiple colleagues serve on the task force, supporting and/or leading CHIP-related projects. Strengthening Communities and Families (Child Wellbeing) * Child Wellbeing Task Force (HIA): Two colleagues participate in Child Wellbeing Task Force meeting; one serves as facilitator. Ten meetings attended in FY2025. * Community Health Worker (CHW) Work Group (HIA): Kicked off in June 2023, with the intent to increase engagement of CHWs in the work of HIA to lift up the voices of our community through those who are working to address social determinants of health. Led by St. Vincent's colleagues. * Pediatric Care at Medical Mission: Provided free pediatric care to 81 pediatric patients in FY2025. * Family Bridge Program: Grant program serving new mothers and their babies residing in Bridgeport, Easton, Fairfield, Milford, Monroe, Shelton, Stratford, or Trumbull and giving birth at either Bridgeport Hospital or St. Vincent's Medical Center. Implemented Family Connects International, an evidence-based home visiting program that has demonstrated outcomes of improved caregiver and child health, increased family connectedness and a positive return on a community's investment in services to its residents. SVMC Holdings, Inc. dba St. Vincent's Medical Ctr Part V, Section B, Line 13h: Family eligibility criteria for Financial Assistance also include family size, employment status, financial obligations, and amount and frequency of health care expenses. SVMC Holdings, Inc. dba St. Vincent's Medical Ctr Part V, Section B, Line 15e: In addition, patients may ask a nurse, physician, chaplain, or staff member from Patient Registration, Patient Financial Services, Case Coordination, or Social Services about initiating the Financial Assistance Application process.Part V, Line 16a, FAP website:https://stvincents.org/patients-visitors/patients/billing-insurance/financial-assistancePart V, Line 16b, FAP Application website:https://stvincents.org/patients-visitors/patients/billing-insurance/financial-assistancePart V, Line 16c, FAP Plain Language Summary website:https://stvincents.org/patients-visitors/patients/billing-insurance/financial-assistance SVMC Holdings, Inc. dba St. Vincent's Medical Ctr Part V, Section B, Line 16j: Patients are informed directly by staff of the availability of the Financial Assistance Policy. 16 1 - St Vincent's Op Oncology 425 Post Road Fairfield CT 06824 Outpatient Oncology Physician Services 2 - St Vincent's Center For Wound Healing 3272 Main Street Stratford CT 06614 Wound Care Services 3 - St Vincent's Op Infusion 425 Post Road Fairfield CT 06824 Outpatient Infusion Services 4 - St Vincent's Behavioral Health Services 2400 Main Street Bridgeport CT 066065323 Outpatient Behavioral Health Services 5 - St Vincent's Center For Wound Healing 115 Technology Drive Trumbull CT 06611 Wound Care Services 6 - St Vincent's Heart and Vascular Center 32 Knight Street Suite 102 Norwalk CT 06851 Heart and Vascular Services 7 - St Vincent's Op Rehab 300 Post Road Westport CT 06880 Outpatient Rehab Services 8 - St Vincent's Op Rehab 3272 Main Street Stratford CT 06614 Outpatient Rehab Services 9 - St Vincent's Behavioral Health Services 1 Lois Street Norwalk CT 06851 Outpatient Behavioral Health Services 10 - St Vincent's Heart and Vascular Center 2979 Main Street Bridgeport CT 06606 Heart and Vascular Services 11 - St Vincent's Op Rehab 205 Sub Way Suite 100 Milford CT 06461 Outpatient Rehab Services 12 - St Vincent's Heart and Vascular Center 1177 Summer Street 5Th Floor Stamford CT 06905 Heart and Vascular Services 13 - St Vincent's Op Rehab 1 Cellini Place Suite 101 West Haven CT 06516 Outpatient Rehab Services 14 - St Vincent's Sleep Neurology 4 Corporate Drive Shelton CT 06484 Sleep Lab 15 - St Vincent's Op Rehab 401 Monroe Turnpike Suite 100 Monroe CT 06468 Outpatient Rehab Services 16 - St Vincent's Heart and Vascular Center 115 Technology Drive Trumbull CT 06611 Heart and Vascular Services Part I, Line 3c: SVMC Holdings, Inc. dba St. Vincent's Medical Center used Federal Poverty Guidelines to determine eligibility. In addition, the hospital takes into consideration, medical indigency, insurance status, underinsurance status and other family eligibility criteria such as family size, employment and financial obligations.Part I, Line 6a:Although the organization does not prepare a formal Community Benefit Report, quarterly reports are submitted to Connecticut Hospital Association and Form 990 is submitted to the Connecticut Office of Health Strategy (OHS) annually. Part I, Line 7: The organization utilized an overall cost to charge ratio (RCC), developed from the Medicare Cost Report. Total expense was adjusted for: medicaid provider taxes, directly identified community benefit expense and community building expenses. This cost to charge ratio was used to calculate costs for Part I lines 7a, b, & g. The costs associated with the activities reported on Part I, Line 7e were captured using actual time multiplied by an average salary rate. The costs associated with Line 7h, were the actual costs reported in the organization's general ledger less any industry funded studies. These costs were removed from the calculations above to avoid duplication. Costs reported in Part III, Section B6, were calculated from the Medicare cost report and reduced for Medicare costs previously reported on Part I Lines 7f and g. Part I, Line 7g: No physician clinic costs were included in the Subsidized Health Services cost calculations. Part II, Community Building Activities: SVMC Holdings, Inc. d/b/a St. Vincent's Medical Center (SVMC) coordinates with various organizations to perform community building activities that addresses issues related to Social Determinants of Health, and as such, the hospital interacts with the community to address these needs and facilitates appropriate responses.The total expenditure for FY25 is $26,010. Part III, Line 3: The organization utilizes a prebad debt financial assistance screening process to identify patients who may qualify for charity care under its Financial Assistance Policy (FAP). Patient accounts identified as eligible are adjusted to charity care prior to any referral to bad debt. As a result, bad debt expense attributable to patients who otherwise would have qualified for charity care is minimal.Effective in FY24, the organization enhanced its Financial Assistance Policy by revising the Federal Poverty Guideline (FPG) factor, thereby expanding eligibility to a broader patient population. This policy change resulted in a higher volume of patients qualifying for financial assistance rather than being classified as bad debt.In connection with this policy enhancement, historical patient accounts were reviewed, and amounts previously recorded as bad debt that met the revised charity care criteria were reclassified. This reconciliation contributed to a significant reduction in reported bad debt and resulted in reversals reflected as a positive impact in Fiscal Year 2025. Part III, Line 4: Please see the text of the footnote that describes bad debt expense beginning on page 24 of the Audited Financial Statement. The Footnote is also applicable Part III,Line 2. Part III, Line 8: Cost Reports were used to report Medicare allowable costs. Medicare defines allowable costs as those appropriate and helpful in developing and maintaining the operation of patient care facilities and activities. It specifically excludes certain costs that are not directly related to patient care. The hospital incurs additional expense related to the provision of care to Medicare patients that Medicare has deemed non-allowable. This additional expense includes costs of physician services (emergency on-call fees, Hospitalist Programs, recruitment, etc.), advertising costs, cafeteria costs for meals sold to visitors, etc. The Hospital attempts to collect coinsurance and deductibles from Medicare beneficiaries. To the extent collection efforts are unsuccessful, Medicare reimburses the hospital at 65% of unpaid amounts. The table reconciles the shortfall or surplus from Line 7 to the actual surplus or shortfall. The additional costs were allocated to Medicare based upon Medicare's percentage of total allowable costs. The unpaid co-insurance/deductibles were estimated using historical collection results. Any shortfall amounts have not been treated as Community Benefits. Part III, Line 9b: SVMC Holdings, Inc. dba St. Vincent's Medical Center has adopted the Financial Assistance Policy of its Parent Company, Hartford HealthCare Corporation. The following is included in the Financial Assistance Policy: Patients who are deemed ineligible for financial assistance or who receive a partial discount and do not pay their bills may be subject to the following Extraordinary Collection Action (ECAs):*Wage Garnishments*Liens on primary and secondary residences, bank or investment accounts, or other assets*Legal actions and reporting the matter to one or more credit rating agencies*Other ECAs not listed aboveIf an individual has not submitted an application within the first 120 days from the date on which Hartford HealthCare first issues its first, post-discharge billing statement, then Hartford HealthCare may begin engaging in the ECAs described above.ECAs may begin after the first 120 days from the date on which Hartford HealthCare issues its first, post-discharge billing statement. If the patient applies for assistance within 240 days from the first notification of the self-pay balance, and is granted assistance, Hartford HealthCare will take all reasonable available measures to remove any collection actions such as negative reporting to a credit bureau or liens that have been filed.Before Hartford HealthCare initiates any collection actions, it will issue a written notice to the last known address of record for the patient (or his/her family) that describes the specific collection activities it intends to initiate (or resume), provides a deadline after which such action(s) will be initiated (or resumed), and includes a plain language summary of this Policy. ECAs can begin no sooner than 30 days from the date written notice is transmitted. Patients who are ineligible for financial assistance, or qualify for partial financial assistance and who are cooperating in good faith to resolve the outstanding accounts, may be offered extended payment plans. No further collection action will be taken as long as the patient continues to meet the terms of the payment plan. Part VI, Line 2: The Hartford HealthCare Community Health Needs Assessment (CHNA) serves as a component in the overall efforts to improve community health and health equity in each of the seven hospital service areas. It is a process that provides a means of identifying and collecting community data while engaging community members in both the data collection and the prioritization of collaborative efforts for improving the well-being of the area. The ultimate purpose of the HHC CHNA is to improve community health and to do so in an effective and efficient way. The supporting objectives are to do the following: 1. Enhance Community Engagement and Better Incorporate the Consumer's Voice - CHNA/CHIP process leads to continuous and trusting feedback loops with diverse populations and enhances our methods for on-going engagement with the communities we serve. 2. Grow and Sustain our Community Based Partnerships - CHNA/CHIP process leads to more formalized partnerships with regional and community organizations and collaborations, and more meaningful relationships with key community opinion leaders. 3. Align Community Health with our Health Equity Value and Across the Regions - CHNA/CHIP process leads to a greater sense of team and purpose within HHC, assures each region is equitably resourced, and that collectively we know and understand more about identifying community health needs and improving health outcomes. 4. Bring Greater Clarity and Social Impact to our Community Health Work - CHNA/CHIP process leads to more effective, justified, measurable, and reportable interventions across our collective CHIPs and inspires and informs our social investment, sponsorship, and donation activities. The assessment involved substantial qualitative data gathering to highlight local knowledge and expertise, and support outreach efforts for community engagement. The primary qualitative mixed-mode approach engaged policy leaders, key stakeholders, non-profit organizations, health care consumers, the criminal justice system, diversity representatives, people experiencing homelessness, and others throughout the hospital service area. * Health Equity Champions Outreach* Stakeholder One-to-One Interviews * Focus Group Discussions SystemwideSystemwide,117 interviews and 62 focus group discussions were held. In St. Vincent's service area specifically, residents shared their attitudes and experiences about community needs most important to them through a telephone survey of 418 households and community surveys across Greater Bridgeport.The 2025 CHNA was conducted in collaboration with the Health Improvement Alliance, a coalition of community based organizations that serve the Greater Bridgeport region of Connecticut and are committed to broad collaboration and meaningful community engagement to improve the health and wellbeing of residents across Greater Bridgeport.Research partners played essential role in completing 2025 CHNA:* DataHaven - ctdatahaven.org - DataHaven conducted the DataHaven Community Wellbeing Survey (DCWS), a statistical household survey to gather information on wellbeing and quality of life in Connecticut's diverse neighborhoods. The DCWS is a nationally-recognized program that provides critical, highly-reliable local information not available from any other public data source.* Crescendo Consulting correlated data across all research efforts and facilitated multiple meetings with community partners and stakeholders. Applying insights from these sessions, Crescendo developed the CHNA report and led strategic planning in creation of the Community Health Improvement Plan (CHIP).* The Health Improvement Alliance developed a Community Health Improvement Plan (CHIP) to guide the efforts in responding to the community's needs. Using recommendations from the people who deliver and use these services, HIA and St. Vincent's Medical Center will foster collaboration to better coordinate community resources. HIA and St. Vincent's Medical Center will seek to better connect people to the services they need and reduce disparities in health and socioeconomic measures that stem from underlying inequities in our society. Part VI, Line 3: SVMC Holdings, Inc. dba St. Vincent's Medical Center provides information about its Financial Assistance Policy as follows: (1) Provides signage, brochures and/or a written plain language summary describing the policy along with financial assistance contact information in the emergency department, labor and delivery areas, discharge paperwork, other patient registration/admission areas, as well as in billing and collection communication.(2) Makes paper copies of the policy, financial assistance application, and plain language summary of the policy available upon request and without charge, by mail.(3) Posts the policy, plain language summary and financial assistance application on the website with clear linkage to such documents on the Hartford HealthCare and each affiliated hospital's home page.(4) Educates all admission and registration personnel, financial counselors, billing and collection specialists and social workers regarding the policy so that they can serve as an informational resource to patients.(5) Includes the tag line 'Please ask about our Financial Assistance Policy" in applicable Hartford HealthCare written publications. Part VI, Line 4: Founded by the Daughters of Charity in 1903, St. Vincent's Medical Center is a mission-driven organization committed to exceptional health care for all with special attention to persons living in poverty and those who are most vulnerable. St. Vincent's Medical Center is a fully Catholic hospital. St. Vincent's, with more than 3,500 associates, includes a licensed 520-bed community teaching hospital, a 76-bed in patient psychiatric facility in Westport, and St. Vincent's Special Needs Services.In October 2019, St. Vincent's became part of Hartford HealthCare, the state's most comprehensive healthcare network. Its care-delivery system serves 161 towns and cities at more than 300 locations, including seven acute-care hospitals, the state's most extensive behavioral health network, a large multi-specialty physician group, a regional home care system, an array of senior care services, and a large physical therapy and rehabilitation network. With a commitment to community health, SVMC collaborates with local organizations to expand access to care, reduce health disparities, and address health-related social needs. Through education, outreach, and clinical excellence, the hospital works to improve health outcomes for the diverse populations it serves. For more information about our hospital, visit www.stvincents.org.As of 2020, the population of the St. Vincents Medical Center service area is 377,822, including 82,777 children and 295,045 adults. In 2025 Fifty percent of the St. Vincents Medical Center HSAs residents are people of color, compared to 37 percent of the residents statewide. The composite snapshot indicates: * The region's population has increased by 1.9 percent since 2010.* Of the region's 135,249 households, 66 percent are homeowner households.* Fifty-three percent of the St. Vincents Medical Center HSAs households are cost-burdened, meaning they spend at least 30 percent of their total income on housing costs.* Among the region's adults ages 25 and up, 38 percent have earned a bachelor's degree or higher.* The St. Vincent's Medical Center HSA is home to 141,322 jobs, with the largest share in the Health Care and Social Assistance sector.* In 2025 the median household income in the St. Vincents Medical Center HSA is $84,911.* The St. Vincent's Medical Center HSAs average life expectancy is 79.8 years.* Fifty-eight percent of adults in the St. Vincents Medical Center HSA say they are in excellent or very good health.* In 2020, 126 people in the St. Vincents Medical Center HSA died of drug overdoses.* Eighty percent of adults in the St. Vincents Medical Center HSA are satisfied with their area, and 49 percent say their local government is responsive to residents' needs.* In the 2020 presidential election, 78 percent of registered voters in the St. Vincents Medical Center HSA voted.* Sixty-six percent of adults in the St. Vincents Medical Center HSA report having stores, banks, and other locations in walking distance of their home, and 69 percent say there are safe sidewalks and crosswalks in their neighborhood. Part VI, Line 5: The Board is responsible for maintaining outstanding quality services and credentials its medical staff. The majority of Hospital's governing board is comprised of persons who either reside or work in its primary service area, and they are neither employees nor contractors of the Hospital.SVMC Holdings, Inc. dba St. Vincent's Medical Center extends medical staff privileges to all qualified physicians in its community. The Hospital has partnered with the City of Hartford Department of Health and Human Services and the Hispanic Health Center to provide health services to the underserved in the community. In addition, the Hospital participates in research projects with the Hispanic Health Council to improve community health and well-being.The Hospital has contracted to use the services of an organization to assist its patients in determining eligibility and applying for state and federal means-tested programs, as well as for the Hospital's Financial Assistance Program.As a tertiary health center, teaching hospital and Level 1 Trauma Center, SVMC Holdings, Inc. dba St. Vincent's Medical Center provides specialized services not available at other hospitals. These services are provided regardless of a patient's ability to pay. The hospital uses its surplus funds to provide additional benefits to its patients and the community it serves as detailed in Schedule O. Part VI, Line 6: Hartford HealthCare Corporation (HHC) is organized as a support organization to govern, manage and provide support services to its affiliates. HHC, through its affiliates including Hartford Hospital, strives to improve health using the "Triple Aim" model: improving quality and experience of care; improving health of the population (population health) and reducing costs. HHC and its affiliates including all supported organizations, develop and implement programs to improve the future of health care in our Southern New England region. This includes initiatives to improve the quality and accessibility of health care; create efficiency on both our internal operations and the utilization of health care; and provide patients with the most technically advanced and compassionate coordinated care. In addition, HHC continues to take important steps toward achieving its vision of being "nationally respected for excellence in patient care and most trusted for personalized, coordinated care".The affiliation with HHC creates a strong, integrated health care delivery system with a full continuum of care across a broader geographic area. This allows small communities easy and expedient access to the more extensive and specialized services the larger hospitals are able to offer. This includes continuing education of health care professionals at all the affiliated institutions through the Center of Education, Simulation and Innovation located at Hartford Hospital.The affiliation further enhances the affiliates' abilities to support their missions, identity, and respective community roles. This is achieved through integrated planning and communication to meet the changing needs of the region. This includes responsible decision making and appropriate sharing of services, resources and technologies, as well as cost containment strategies. Part VI, Line 7, Reports Filed With States CT 1 Anti Defamation League 605 Third Avenue New York NY 10158 131818723 501(c)(3) 10000 0 To stop the defamation of the Jewish people and to secure justice and fair treatment for all, fighting antisemitism and all forms of bigotry through advocacy, education, legislation, and tracking extremist groups Birdgeport Caribe Youth Leaders Inc 595 Madison Ave Bridgeport CT 06604 200421577 501(c)(3) 10000 0 To empower youth in Bridgeport, CT, through a "sports-plus" model that integrates athletics with education. Leadership training and civic engagement. Their mission is to build character, self-esteem and to provide opprotunities for success to mold tomorrow's community leaders. Birdgeport Youth Lacrosse Inc PO BOX 55256 Bridgeport CT 06610 262798868 501(c)(3) 6000 0 To increase access to lacrosse, provide academic support, and use spots as a tool for conflict resolution and violence prevention. Catholic Charities of Fairfield County 100 Beard Sawmill Rd Shelton CT 06484 060653053 501(c)(3) 45000 0 To provide essential services- food, housing, mental health, and family support - to vulnerable individuals in Fairfield County. Connecticut Cancer Foundation Inc 15 N Main St Old Saybrook CT 06475 061240574 501(c)(3) 100000 0 To provide financial assistance to Connecticut cancer patients and their families for basic living needs - such as rent, mortgage, utilities and food- while also funding cancer research. Faith CD Corporation 477 Broad St Bridgeport CT 06604 832389342 501(c)(3) 10500 0 To improve the quality of life for low-income residents including families, seniors, veterans and individuals with disabilities. Habitat for Humanity Coastal Fairfield County 1785 Startford Ave Stratford CT 06615 222597077 501(c)(3) 7500 0 To build decent, affordable homes, improving lives, and building communities in partnership with low income families in 13 town/cities Health Asssistance Intervention Education 1210 Mill St East Berlin CT 06023 510642913 501(c)(3) 10000 0 To support licensed healthcare professionals struggling with physical, mental or substance abuse conditions that could impair their ability to practice safely. Lifebridge CommunityServices Inc 475 Clinton Ave Bridgeport CT 06605 060646974 501(c)(3) 20000 0 To partner with individuals, youth, and families in the Greater Bridgeport and Fairfield area to improve well-being, strengthen resilience, and create a brighter future. Nourish Bridgeport Inc 2200 North Ave Bridgeport CT 06604 274186000 501(c)(3) 22500 0 To mitigating food insecurity by providing fresh, nutritious food and essential resources. Its mission brings hope through direct service, supporting thousands of neighbors weekly through a "Super Food Pantry," baby center, hydroponic farm, and community programs Project Purple Inc PO BOX 884 Seymour CT 06483 273492063 501(c)(3) 10605 0 To improve lives and support families through patient assistance programs, education, and community-driven events. Sacred Heart University Inc 5151 Park Ave Fairfield CT 06825 060776644 501(c)(3) 10500 0 To educate students in mind, body, and spirit, rooted in the Catholic intellectual tradition and liberal arts SouthWest Community Health Center Inc 46 Albion St Bridgeport CT 06605 061023013 501(c)(3) 691699 0 To provide comprehensive care for individuals and families in the Greater Bridgeport area, particularly targeting the uninsured, underinsured, and medically underserved, with a motto of "healthcare for all" St Vincent De Paul Place Norwich Inc 120 Cliff St Norwich CT 06360 371639042 501(c)(3) 12500 0 To provide food, companionship, and advocacy to the physically, mentally, or spiritually impoverished without discrimination, aiming to foster independence, self-sufficiency, and improved life circumstances The Bridgeport Regional Business Council Inc 10 Middle St 14th Floor Bridgeport CT 06604 060271980 501(c)(6) 10000 0 To increase regional economic opportunity by createing a positive environment for business, advocating for pro-business policies and providing a unified voice for the business community. The Cancer Couch Foundation PO BOX 1145 Southport CT 06890 811529788 501(c)(3) 10000 0 To accelerate progress for people facing MBC, improve treatment outcomes and ultimately find a cure. The Discovery Museum Inc 4450 Parv Ave Bridgeport CT 06604 060740527 501(c)(3) 17500 0 To engage and inspire young learners through interactive exhibitsincluding a planetarium and Challenger Learning Centerto foster a lifetime love of science, technology, engineering, and mathematics (STEM). 16 1 Part I, Line 2: Upon issuing the grant, the hospital attaches a letter that restricts the use of the funds for a specific purpose. All of the grants are made to public charities to assist in funding their exempt programs. Therefore, extensive monitoring of the use of these funds by these entities is not warranted. 1 1 0 0 0 0 0 1 0 Michael Daglio Former President 0 279156 0 0 0 1557165 0 14144 0 15220 0 1865685 0 675428 William Jennings President/Director 0 1023966 0 471803 0 11352 0 180609 0 40411 0 1728141 0 0 Daniel Gottschall MD VP (Thru 12/24) 0 476940 0 155277 0 4820 0 24150 0 51353 0 712540 0 0 Peter Mumma VP 213756 0 70396 0 250668 0 14197 0 22086 0 571103 0 0 0 Christopher Given VP 0 338430 0 114887 0 1728 0 24150 0 7474 0 486669 0 0 Teresa Fuller VP 0 301611 0 118635 0 985 0 24150 0 37824 0 483205 0 0 Ryan O'Connell MD VP 0 360091 0 30100 0 552 0 24150 0 34380 0 449273 0 0 John Rossi VP 0 309223 0 104530 0 1017 0 24150 0 4175 0 443095 0 0 Andrew Turczak SVP 0 303262 0 83564 0 686 0 22191 0 28185 0 437888 0 0 Deborah Lee VP 0 239632 0 86986 0 3683 0 22955 0 46929 0 400185 0 0 Karen Kaiser VP 207122 0 58467 0 1997 0 18458 0 37170 0 323214 0 0 0 Irene Brown-Reid Registered Nurse 267566 0 11978 0 660 0 20034 0 15633 0 315871 0 0 0 Maureen Gethings Dir Perioperative Svcs 234806 0 30935 0 496 0 18910 0 13077 0 298224 0 0 0 Nicole Loiz Dir Clinical Operations 214383 0 29331 0 306 0 17481 0 14663 0 276164 0 0 0 Elizabeth Maselli Dir Ops CT Orthopaedic Inst 223556 0 29896 0 209 0 17742 0 656 0 272059 0 0 0 David Lizak Coord Perfusionist 227135 0 600 0 1412 0 15994 0 1418 0 246559 0 0 0 Part I, Line 3 The Independent Executive Compensation Committee (Committee) of the Board of Directors of Hartford HealthCare on behalf of SVMC Holdings, Inc., hires an outside consultant, Human Resources and Compensation Consulting Practice of Gallagher, to determine best practices in governing executive compensation. Please refer to compensation narrative reported on Schedule O. Part I, Lines 4a-b In 2024, Michael Daglio (Former Officer) received a lump sum severance payment in the amount of $878,244. In 2024, Peter Mumma (Key Employee) received a lump sum severance payment in the amount of $248,750. Hartford Healthcare Corporation, a related organization, maintains a 457(f) Supplemental Executive Retirement Plan (SERP). Participants include certain officers and key employees at the President & CEO, Executive Vice President and Senior Vice President levels that are reported by SVMC Holdings, Inc. on its Form 990, Part VII. Contributions are made by Hartford HealthCare Corporation to the plan based on a percentage of the participant's compensation. Participants vest in contributions made before January 1, 2025, at the earlier of reaching age 55 and having 5 years of service, death, disability, involuntary separation without reasonable cause, upon reaching age 65 or the occurrence of a change in control. Participants vest in contributions made after January 1, 2025 at the earlier of having 5 years of service, death, disability, involuntary separation without reasonable cause, upon reaching age 65 or the occurrence of a change in control. Each participant ceases to be eligible for further contributions by Hartford Healthcare Corporation on the date of the participant's separation from service. Participants receive a one-time lump sum payment of the accumulated amount during the 30-day period following the participant's separation from service. 2024 SERP Accrual was made on behalf of the following individual: William Jennings $156,459 2024 SERP Payout was made on behalf of the following individual: Michael Daglio $675,428 Part I, Line 7 Hartford HealthCare Corporation, a related organization, has a Compensation At Risk Plan that encourages and rewards achievements of significant functional goals. These goals contribute to the organization's strategic and financial direction. The plan utilizes market practice alignment to ensure competitive recruitment and retention. Awards are based on CEO and/or Hartford HealthCare Corporation's Compensation Committee discretionary assessment of overall organization performance and individual contribution to results. Form 990, Part VI, Section A, line 6 SVMC Holdings, Inc. is organized as a non-stock not for profit entity. Hartford HealthCare Corporation is the sole member. Form 990, Part VI, Section A, line 7a The sole member of the organization has the authority to approve/remove members of the governing body. Form 990, Part VI, Section A, line 7b The sole member of the organization has the right to review, approve, disapprove and deny significant transactions such as mergers, acquisitions, dissolutions etc. Form 990, Part VI, Section B, line 11b The Form 990 was prepared by Hartford HealthCare's Tax Department. It was then reviewed by an independent accounting firm. It was then forwarded to the organization's VP of Finance for review. The final Form was provided to the entire Board prior to submission to the Internal Revenue Services (IRS). Once the entire review process was completed, the Form was signed by the VP of Finance, and then filed with the IRS. Form 990, Part VI, Section B, line 12c The hospital's board has adopted the policy of the member, Hartford HealthCare Corporation (HHC). HHC's Conflict of Interest Policy (Policy) requires all covered individuals, including board members and officers, to provide a disclosure of relationships that create or have the appearance of creating a conflict of interest or commitment. The Policy requires updates if changes in circumstances arise during the year that either (a) create a new potential conflict of interest or commitment or (b) change or eliminate a conflict of interest or commitment previously disclosed. Conflict of interest disclosure statements are maintained by the HHC Office of Compliance and Integrity (OCI). Employee and physician disclosures are reviewed by OCI in collaboration with the Covered Individuals' supervisor when deemed appropriate, to determine if there is a potential conflict. Conflict mitigation plans are developed by OCI. Other individuals who may review potential conflicts of interest and approve conflict management plans include: the SVP/EVP of the department/area in which the individual works, the Institute Physician-In-Chief, the Medical Group Physician-In-Chief, the Regional Vice President of Medical Affairs, and/or the HHC Legal Department. Board member disclosures are reported to the HHC Nominating and Governance Committee for determinations of conflicts and the management of them, where applicable. Form 990, Part VI, Section B, line 15 The Independent Executive Compensation Committee (Committee) of the Board of Directors of Hartford HealthCare on behalf of SVMC Holdings, Inc., hires an outside consultant, Human Resources and Compensation Consulting Practice of Gallagher, to determine best practices in governing executive compensation. The following steps were taken: - The use of an Independent Executive Compensation Committee (Committee) of the Board of Directors of Hartford HealthCare, on behalf of Hartford Hospital, established and regularly reviews Executive Compensation Philosophy; - The Committee regularly reviews scope and depth of positions taking into account complexity and the financial impact and accountability of all "disqualified persons; - National peer groups are selected for comparative purposes based on organizational size, operating revenue, geography and other relevant factors; - Analysis of current total compensation versus market is performed by independent third party compensation consulting firm and is then reviewed by the committee; - Recommendations are made based on market data analysis to ensure appropriate competitive positioning within parameters of compensation philosophy; - The President & CEO compensation is reviewed by the Committee and is based on comparative market information and organizational performance; - All changes are reviewed and approved by the Executive Compensation Committee; The compensation determination process for the President & CEO is reviewed on an annual basis. All other executive compensation is regularly reviewed for scope and depth of positions taking into account complexity and the financial impact and accountability. Form 990, Part VI, Section C, line 18 The Hospital's Form 990, 990T and Form 1023 and it attachments are available upon request. Form 990, Part VI, Section C, line 19 The Hospital's Financial Statements, Governing Documents and the Conflict of Interest Policy are available for inspection upon request at the Organization's address. Form 990, Part IX, line 11g Medical Professional Fees: Program service expenses 171,906,487. Management and general expenses 0. Fundraising expenses 0. Total expenses 171,906,487. Form 990, Part XI, line 9: Transfer to Affiliated Entity 9,520,956. Change in Interest in St. Vincent's Medical Center Foundation, Inc. -1,326,847. St Vincent's Medical Co-Management LLC 2800 Main Street Bridgeport CT 06606 060646886 Management Company CT 0 0 SVMC Holdings Inc dba St Vincent's Medical Center Backus HealthCare Inc 326 Washington Street Norwich CT 06360 222481794 Supporting Organization CT 501(c)(3) 12 (a) Hartford HealthCare Corporation 1 Hartford HealthCare ACO Inc 1290 Silas Deane Hwy 2nd Floor Wethersfield CT 06109 460886367 Government Contracts CT 501(c)(3) 7 Hartford HealthCare Medical Group Inc 1 Hartford HealthCare at Home Inc 1290 Silas Deane Hwy Suite 4B Wethersfield CT 06109 060646938 Home Healthcare CT 501(c)(3) 10 Hartford HealthCare Corporation 1 Hartford HealthCare Corporation 100 Pearl Street Hartford CT 06103 222672834 Support & Management Svcs. To HH and Affiliates CT 501(c)(3) 12 (c) N/A 0 Hartford HealthCare Endowment LLC 80 Seymour Street Hartford CT 06102 454181103 Investment Management CT 501(c)(3) 12 (a) Hartford HealthCare Corporation 1 Hartford HealthCare Independence at Home Inc 1290 Silas Deane Hwy Suite 4B Wethersfield CT 06109 061161422 Home Healthcare CT 501(c)(3) 10 Hartford HealthCare at Home Inc 1 Hartford Healthcare Medical Group Specialists PLLC 1290 Silas Deane Highway 2nd Floor Wethersfield CT 06109 371911194 Medical Services CT 501(c)(3) 10 Hartford HealthCare Medical Group Inc 1 Hartford HealthCare Medical Group Inc 1290 Silas Deane Highway 2nd Floor Wethersfield CT 06109 454456939 Medical Services CT 501(c)(3) 10 Hartford HealthCare Corporation 1 Hartford HealthCare Senior Services Inc 45 Meriden Avenue Southington CT 06489 222635676 Sub-Acute & Long Term Healthcare CT 501(c)(3) 10 Hartford HealthCare Corporation 1 Hartford Hospital 80 Seymour Street Hartford CT 06106 060646668 Healthcare Services CT 501(c)(3) 3 Hartford HealthCare Corporation 1 Hartford Hospital Auxiliary co Hartford Hospital 80 Seymour Street Hartford CT 06102 066040747 Fundraising CT 501(c)(3) 10 Hartford Hospital 1 Midstate Medical Center 435 Lewis Avenue Meriden CT 06451 060646715 Healthcare Services CT 501(c)(3) 3 Hartford HealthCare Corporation 1 Midstate Medical Center Auxiliary 435 Lewis Avenue Meriden CT 06451 066063082 Fundraising CT 501(c)(3) 12 (a) Midstate Medical Center 1 Manchester Memorial Hospital Inc 71 Haynes Street Manchester CT 06040 393859332 Healthcare Services CT 501(c)(3) 3 Hartford HealthCare Corporation 1 Mulberry Gardens of Southington LLC 58 Mulberry Street Plantsville CT 06479 820586577 Assisted Living & Adult Day Care Facility CT 501(c)(3) 10 Hartford HealthCare Senior Services Inc 1 Natchaug Hospital Inc 189 Storrs Road Mansfield Center CT 06226 060966963 Behavioral Health CT 501(c)(3) 3 Hartford HealthCare Corporation 1 Rushford Center Inc 883 Paddock Avenue Meriden CT 06450 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