2026-08-14T12:16:37-05:00 2025-09-30 135565207 KPMG LLP TWO MANHATTAN WEST 375 9TH AVENUE NEW YORK NY 10001 990 2024-10-01 060646652 YALE NEW HAVEN HOSPITAL YALE 2036882603 20 YORK STREET NEW HAVEN CT 06504 ARNIM DONTES EVP & CFO, YNHHS 2036882603 2026-08-12 0 1 EVAN W SEEKAMP P01907071 2127589700 2024 2025-03-06 01:10:19Z ARNIM DONTES 789 HOWARD AVE NEW HAVEN CT 06519 5227968182 0 X WWW.YNHH.ORG X 1826 CT TO PROVIDE HEALTH CARE SERVICES. 24 21 18097 1344 931359 11303 23950019 60086890 4398588549 4617120403 92076384 148155940 57192853 57903429 4571807805 4883266662 8231018 9402056 0 0 1582999431 1698571091 0 0 9758079 2776367126 3012902328 4367597575 4720875475 204210230 162391187 5447832318 5630110148 2297519064 2242002132 3150313254 3388108016 X THE MISSION OF YNHH IS TO PROVIDE INNOVATIVE AND EXCELLENT PATIENT CARE, TEACHING, RESEARCH, AND SERVICE TO THE COMMUNITIES IT SERVES. 0 0 4457044779 9402056 4650450116 SEE SCHEDULE O. 4457044779 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 715 0 18097 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 24 21 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X VERNETTE D GRAY 2036889585 789 HOWARD AVE NEW HAVEN CT 06519 CHRISTOPHER O'CONNOR CEO/TRUSTEE (CURRENT YR COMP) 1.00 39.00 X 0 3964082 1004887 CHRISTOPHER O'CONNOR CEO/TRUSTEE (VESTED DEFERRED) 1.00 39.00 X 0 292895 0 MARNA BORGSTROM FORMER OFFICER 0.00 0.00 X 149255 2154050 0 KEITH CHURCHWELL FORMER OFFICER 0.00 0.00 X 0 2327668 0 WILLIAM ASELTYNE ASSOC SEC (CURRENT YR COMP) 1.00 39.00 X 0 1508654 213094 WILLIAM ASELTYNE ASSOC SEC (VESTED DEFERRED) 1.00 39.00 X 0 484931 0 GAIL KOSYLA TREASURER 1.00 39.00 X 0 1546462 441893 MICHAEL LOFTUS FORMER OFFICER 0.00 0.00 X 892461 0 0 MICHAEL HOLMES EVP/COO (CURRENT YR COMP) 40.00 0.00 X 963926 0 183816 MICHAEL HOLMES EVP/COO (VESTED DEFERRED) 40.00 0.00 X 249579 0 0 ALAN FRIEDMAN SVP/CMO (CURRENT YR COMP) 40.00 0.00 X 818112 0 229710 ALAN FRIEDMAN SVP/CMO (VESTED DEFERRED) 40.00 0.00 X 241580 0 0 FRANCINE LORUSSO SVP (CURRENT YR COMP) 40.00 0.00 X 791980 0 230446 FRANCINE LORUSSO SVP (VESTED DEFERRED) 40.00 0.00 X 250493 0 0 KATHERINE HEILPERN PRESIDENT/TRUSTEE 40.00 0.00 X X 0 879324 188046 LORI PICKENS SENIOR VICE PRESIDENT 40.00 0.00 X 787772 0 146648 THOMAS DONAHUE VICE PRESIDENT 40.00 0.00 X 874124 0 49549 VINCENT TAMMARO FORMER OFFICER 0.00 0.00 X 0 539650 0 ENA WILLIAMS SVP/CNO 40.00 0.00 X 699616 0 59471 MICHAEL SCHAFFER VICE PRESIDENT 40.00 0.00 X 699440 0 25336 JEFFREY SHEEHAN CERTIFIED REGISTERED NURSE ANESTHETIST 40.00 0.00 X 565108 0 69355 CHRISTIE GIBBS CERTIFIED REGISTERED NURSE ANESTHETIST 40.00 0.00 X 563756 0 42528 STEPHEN VYCE CHIEF DEPT OF PODIATRY 40.00 0.00 X 496823 0 54227 CYNTHIA SPARER FORMER KEY EMPLOYEE 0.00 0.00 X 507651 31349 3148 KEVIN A MYATT FORMER OFFICER 0.00 0.00 X 0 216735 0 KEVIN WALSH FORMER OFFICER 0.00 0.00 X 154344 45505 0 RICHARD D'AQUILA FORMER OFFICER 0.00 0.00 X 0 196168 0 JONI HANSSON TRUSTEE 1.00 0.00 X 23750 0 0 NITA AHUJA TRUSTEE 1.00 0.00 X 0 0 0 PEDRO AZAGRA TRUSTEE 1.00 1.00 X 0 0 0 VICTOR BOLDEN TRUSTEE 1.00 0.00 X 0 0 0 NANCY BROWN TRUSTEE 1.00 1.00 X 0 0 0 VINCENT CALARCO TRUSTEE 1.00 1.00 X 0 0 0 JOCELYN CUNNINGHAM CHAIRMAN/TRUSTEE 1.00 1.00 X X 0 0 0 KAREN DUBOIS-WALTON TRUSTEE 1.00 0.00 X 0 0 0 ALEXANDRA DAUM TRUSTEE 1.00 0.00 X 0 0 0 JAMES ELROD TRUSTEE 1.00 1.00 X 0 0 0 AZITA EMAMI TRUSTEE 1.00 0.00 X 0 0 0 MARY FARRELL TRUSTEE 1.00 1.00 X 0 0 0 WILLIAM GINSBERG TRUSTEE 1.00 0.00 X 0 0 0 THOMAS B KETCHUM TRUSTEE 1.00 1.00 X 0 0 0 MARIETTA LEE TRUSTEE 1.00 0.00 X 0 0 0 LISA LEFFERT TRUSTEE 1.00 0.00 X 0 0 0 LINDA KOCH LORIMER VICE CHAIR/TRUSTEE 1.00 1.00 X X 0 0 0 STEPHEN MURPHY TRUSTEE 1.00 0.00 X 0 0 0 MEGAN L RANNEY MD TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL TAYLOR TRUSTEE 1.00 0.00 X 0 0 0 JAMES TORGERSON SECRETARY/TRUSTEE 1.00 1.00 X X 0 0 0 EUGENIA VINING TRUSTEE 1.00 0.00 X 0 0 0 PATRICIA WILBER TRUSTEE 1.00 1.00 X 0 0 0 9729770 14187473 2942154 4567 1 1 0 VAYA WORKFORCE SOLUTIONS LLC PO BOX 713427 CHICAGO IL 606774327 STAFFING 98299205 NATIONWIDE ANESTHESIA SERV INC PO BOX 490968 LAWRENCEVILLE GA 30049 STAFFING 12857103 UNITEX TEXTILE RENTAL INC 401 S MACQUESTEN PKWY MOUNT VERNON NY 10550 LAUNDERING SERVICES 10642965 MANAGEMENT HEALTH SYSTEMS LLC 1580 SAWGRASS CORP PKWY SUNRISE FL 33323 STAFFING 7069266 NATIONAL MARROW DONOR PROGRAM PO BOX 1450 MINNEAPOLIS MN 554858428 MEDICAL SERVICES 5410500 189 5289 3545114 8749903 47786584 838932 60086890 PATIENT PROGRAM SVCS 621400 4039677150 4039677150 SPECIALTY PHARMACY REV 621990 576824682 576824682 LABORATORY SERVICES 621500 536752 536752 MANAGEMENT SERVICES 561499 81819 81819 4617120403 20983658 20983658 2724478 1233705 1490773 1490773 1490773 469218104 342028096 17726 127190008 -17726 127172282 127172282 257240 3545114 1421993 -1164753 -1164753 CORE CONTRACT REVENUE 900099 16761473 16761473 OTHER ANCILLARY INCOME 900099 14378381 14378381 CAFETERIA/VENDING 722514 13582955 13582955 12854600 2189859 312788 10351953 57577409 4883266662 4649831545 931359 172416868 X 7759249 7759249 1642807 1642807 6744269 674427 6069842 1347875816 1250140892 95762457 1972467 92950596 86601469 6212413 136714 151145561 139799129 11125931 220501 99854849 92266012 7443326 145511 4876632 4513121 363511 455219 357243 97976 954636 954636 1483967397 1379165476 104494464 307457 1694841 834249 126336 734256 817381 749067 60930 7384 116462949 107499787 8892831 70331 2107557 1926008 157100 24449 26097715 26097715 25211223 25211223 110842547 102580182 8262365 44692201 44679723 12478 MEDICAL & PHARMACY SUPP 1126045698 1126045698 DIETARY SERVICES 18144108 16791591 1352488 29 COMMUNITY ACTIVITIES 9632082 3232974 375752 6023356 GENERAL SUPPLIES 9232150 8529679 688178 14293 31667992 28992422 2574239 101331 4720875475 4457044779 254072617 9758079 57968092 637726 55955047 29429446 18784691 15597234 925920949 926487454 43625830 42895352 2215294 2144375 3160888815 1561837153 1394572562 1599051662 1959169818 2219496568 596738176 493227829 45023622 347858237 301142502 5447832318 5630110148 610796503 699515174 31575686 30337424 856747575 822874548 109965306 115445542 688433994 573829444 2297519064 2242002132 X 2977800428 3209113527 172512826 178994489 3150313254 3388108016 5447832318 5630110148 X 162391187 114821470 -39417895 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 500 0 0 1 207158 0 1 747650 955308 0 PART II-B, LINE 1: THE AMOUNT REPORTED IN "OTHER ACTIVITIES" REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING DURING FY2025. ALSO, THE HEALTH SYSTEM OFFICIALS HAD MEETINGS AND CONTACTS WITH STATE GOVERNMENT OFFICIALS, INCLUDING STATE LEGISLATORS AND THEIR STAFF TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS. YALE NEW HAVEN HOSPITAL IS PART OF AN AFFILIATED GROUP WITH THE FOLLOWING LOBBYING EXPENSES: BRIDGEPORT HOSPITAL EIN 06-0646554 $ 186,025 GREENWICH HOSPITAL EIN 06-0646659 $ 104,311 LAWRENCE + MEMORIAL HOSPITAL EIN 06-0646704 $ 97,612 LMW HEALTHCARE, INC EIN 46-0543230 $ 39,442 NORTHEAST MEDICAL GROUP INC EIN 06-1330992 $ 33,373 0 110861799 421882 9968460 3014839 118237302 101559203 590 10346245 1044239 110861799 96860679 583601 6458387 2343464 101559203 115468810 146983 -6847032 11908082 96860679 93794477 152458 22081819 559944 115468810 0.46920 0.53080 0 0 56147681 56147681 1539107530 987320617 551786913 399124453 114087973 285036480 583030273 460428563 122601710 583478878 583478878 1599051662 YALE U ENDOWMENT FUND 493227829 F 493227829 RIGHT OF USE ASSET 131378357 DEFERRED EMPLOYEE BENEFITS 90583637 INVESTMENT IN RELATED ORGS / OTHER 79180508 301142502 CAPITAL LEASES 16323632 LONG TERM DEBT 181046601 PROFESSIONAL LIABILITIES / OTHER 180322306 ACCRUED POST RETIREMENT BENEFITS 196136905 573829444 X PART V, LINE 4: THE ENDOWED FUNDS' INTENDED USE IS TO GENERATE INCOME TO SUPPORT YALE NEW HAVEN HOSPITAL PROGRAM SERVICE FUNCTIONS AND OTHER OPERATIONS IN ACCORDANCE WITH THE YALE NEW HAVEN HOSPITAL POOLED INVESTMENT POLICY, INCLUDING TO PROVIDE FREE CARE, ALL IN ACCORDANCE WITH DONOR'S WISHES. PART X, LINE 2: YALE NEW HAVEN HOSPITAL IS INCLUDED IN THE CONSOLIDATED YALE NEW HAVEN HEALTH SYSTEM AND SUBSIDIARIES AUDITED FINANCIAL STATEMENTS. FOLLOWING IS THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS: MOST ENTITIES WITHIN THE SYSTEM ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. PROVISIONS FOR INCOME TAXES AND DEFERRED TAXES, WHERE APPLICABLE, HAVE BEEN MADE FOR THE TAXABLE ENTITIES LISTED ABOVE UNDER THE DESCRIPTION OF THE SYSTEM. THE SYSTEM EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SYSTEM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE SYSTEM RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THIS EVALUATION HAD NO IMPACT ON THE OPERATIONS OF THE SYSTEM AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. CTF BIKE RIDE 3481701 3315978 165723 88397 60311 4485 1205363 BIDS & BITES 207177 168547 38630 1230 3556 2 113476 60589 52887 33912 24739 3802354 3545114 257240 123539 60311 4485 1233658 1421993 -1164753 1 1 X 1 X 250.000000000000 1 X 550.000000000000 1 1 1 0 1 1 56748 268947027 144160905 124786122 0.02640 391529 878929538 561219167 317710371 0.06730 0 0 0 448277 1147876565 705380072 442496493 0.09370 12 103941 12269436 4044977 8224459 0.00170 3 3780 174003234 42164318 131838916 0.02790 1 1476 518631 0 518631 0.00010 0 0 0 0 4 176648 4469995 3325 4466670 0.00090 20 285845 191261296 46212620 145048676 0.03060 20 734122 1339137861 751592692 587545169 0.12430 0 0 0 0 1 0 2200 0 2200 0.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 269273 0 269273 0.00010 1 0 3200000 0 3200000 0.00070 3 10 3471473 3471473 0.00080 1 79730000 616550012 719364232 -102814220 X 1 1 1 NONE NONE 1 1 YALE NEW HAVEN HOSPITAL 20 YORK STREET NEW HAVEN CT 06504 WWW.YNHH.ORG 0044 X X X X X X YALE NEW HAVEN HOSPITAL 1 0 0 1 X X X X X X X X X 24 1 0 1 1 X SEE PART V, SECTION C X 1 24 1 SEE PART V, SECTION C 0 1 X 250.000000000000 550.000000000000 X X X X X 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION A: THIS STATE LICENSE FOR THE HOSPITAL LOCATION LISTED IN SCHEDULE H, PART V, SECTION A, ALSO COVERS VARIOUS SATELLITE LOCATIONS OPERATED UNDER THE SAME STATE HOSPITAL LICENSE. YALE NEW HAVEN HOSPITAL PART V, SECTION B, LINE 5: THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS INCLUDED INSIGHTS AND INPUT FROM A RANGE OF COMMUNITY MEMBERS AND LEADERS REPRESENTING DIVERSE BACKGROUNDS ACROSS THE 12-TOWN GREATER NEW HAVEN REGION. CONDUCTED IN COLLABORATION WITH THE HEALTHIER GREATER NEW HAVEN PARTNERSHIP (HGNHP) AND OTHER COMMUNITY PARTNERS, THE ASSESSMENT COMBINES QUANTITATIVE DATA WITH INPUT FROM COMMUNITY MEMBERS. HIGHLIGHTING THE HEALTH STATUS OF THE REGION, COMMUNITY ASSETS, CRITICAL HEALTH CONCERNS, AND BARRIERS TO CARE AND SERVICES, IT IDENTIFIES OPPORTUNITIES TO STRENGTHEN HEALTH EQUITY. THE HEALTHIER GREATER NEW HAVEN PARTNERSHIP (HGNHP), A COALITION OF COMMUNITY-BASED ORGANIZATIONS, HEALTHCARE PROVIDERS, SOCIAL SERVICE AGENCIES, LOCAL HEALTH DEPARTMENTS, AND OTHERS, LED BY A STEERING COMMITTEE. THREE COMMUNITY ADVOCATES WE EMPLOYED DURING THE 2025 CHNA PROCESS TO HELP ENGAGE HISTORICALLY UNDERREPRESENTED COMMUNITIES. COMMUNITY ADVOCATES ARE INDIVIDUALS WHO REPRESENT A SPECIFIC COMMUNITY AND HAVE THE KNOWLEDGE TO SPEAK ABOUT COMMUNITY CONCERNS. THEY PARTICIPATED IN KEY INFORMANT INTERVIEWS, THE NEEDS PRIORITIZATION PROCESS AND WILL HELP SHARE ITS FINDINGS IN THE COMMUNITY. THEIR INVOLVEMENT GAVE ADDITIONAL VOICE TO COMMUNITIES THAT HAVE HAD LESS REPRESENTATION IN PAST CHNAS, ENSURING THEIR VOICES WERE REFLECTED IN THE ASSESSMENT.THIS COMMUNITY HEALTH NEEDS ASSESSMENT USED SEVERAL RESEARCH METHODS: REVIEWING EXISTING SECONDARY DATA, ANALYZING SURVEY RESULTS FROM THE DATAHAVEN COMMUNITY WELL-BEING SURVEY (DCWS), CONDUCTING INTERVIEWS AND FOCUS GROUPS WITH COMMUNITY MEMBERS AND KEY INFORMANTS, AND A MULTI-STEP EVIDENCE-BASED PROCESS TO PRIORITIZE COMMUNITY NEEDS. QUALITATIVE RESEARCH, A COMPONENT OF COMMUNITY ENGAGEMENT, INCLUDED 30 INDIVIDUAL INTERVIEWS WITH 27 KEY INFORMANTS AND THREE COMMUNITY ADVOCATES, AND NINE FOCUS GROUPS (TWO IN SPANISH; SEVEN IN ENGLISH), SPEAKING WITH OVER 82 COMMUNITY MEMBERS BETWEEN LATE SUMMER THROUGH EARLY FALL 2024. YALE NEW HAVEN HOSPITAL PART V, SECTION B, LINE 6B: YES, THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED WITH COMMUNITY PARTNERS THAT PROVIDED GUIDANCE, EXPERTISE, AND ONGOING COLLABORATION TO FOSTER COLLECTIVE IMPACT IN IMPROVING THE HEALTH AND WELLBEING OF THE GREATER NEW HAVEN COMMUNITY. THIS INCLUDED THE HEALTHIER GREATER NEW HAVEN PARTNERSHIP, WHOSE MEMBER ORGANIZATIONS ARE REPRESENTATIVE OF THOSE IN THE COMMUNITY WHO SERVE UNDERSERVED, LOW-INCOME, AND HARD TO REACH POPULATIONS. THIS APPROACH TO ASSESSMENT AND PLANNING AIMS TO ENGAGE AGENCIES, ORGANIZATIONS, AND RESIDENTS IN THE AREA THROUGH PARTICIPATORY AND COLLABORATIVE APPROACHES. PART V, SECTION B, LINE 7A - HOSPITAL FACILITY'S WEBSITE:HTTPS://WWW.YNHH.ORG/ABOUT/COMMUNITY/HEALTH-NEEDS-ASSESSMENTPART V, SECTION B, LINE 10A:HTTPS://WWW.YNHH.ORG/ABOUT/COMMUNITY/HEALTH-NEEDS-ASSESSMENT YALE NEW HAVEN HOSPITAL PART V, SECTION B, LINE 11: A MULTI-STEP NEEDS PRIORITIZATION PROCESS TOOK PLACE OVER SEVERAL MONTHS FROM JANUARY- FEBRUARY 2025. IT LAYERED DATA, COMMUNITY VOICE, A REGIONAL PARTNER DISCUSSION AND VOTING TO EVALUATE THE MOST IMPACTFUL COMMUNITY NEEDS. THE COMMUNITY VOICES SURVEY, AN ELECTRONIC SURVEY AVAILABLE IN ENGLISH AND SPANISH, ALLOWED COMMUNITY MEMBERS TO SELECT WHICH OF THE 25 HEALTH NEEDS IDENTIFIED FROM THE DATA ANALYSIS WERE MOST IMPORTANT OR IMPACTFUL FOR THEM. A REGIONAL PRIORITIZATION SESSION WAS HELD WITH LOCAL LEADERS, MEMBERS OF THE HEALTHIER GREATER NEW HAVEN PARTNERSHIP (HGNHP), AND HOSPITAL STAFF IN EARLY JANUARY 2025. PARTICIPANTS IDENTIFIED PRIORITY HEALTH NEEDS THROUGH A STRUCTURED PROCESS THAT INCORPORATED DATA REVIEW, RESULTS FROM THE COMMUNITY VOICES SURVEY, AND SCORING TECHNIQUES.YALE NEW HAVEN HOSPITAL (YNHH) LEADERSHIP ENGAGED IN A DATA-DRIVEN PRIORITIZATION PROCESS, CONSIDERING MULTIPLE INPUTS, INCLUDING FINDINGS FROM THE COMMUNITY VOICES SURVEY, OUTCOME OF THE REGIONAL PRIORITIZATION SESSION, AND COMPREHENSIVE QUANTITATIVE AND QUALITATIVE DATA ANALYSIS. AFTER REVIEWING THIS INFORMATION, YNHH LEADERSHIP SELECTED TWO KEY NEEDS BEHAVIORAL HEALTH AND FOOD INSECURITY AS THE FOCUS FOR THE 2025-2028 IMPLEMENTATION STRATEGY PLAN. SOCIOECONOMIC AND DEMOGRAPHIC DISPARITIES TO IMPROVE OUTCOMES FOR THE POPULATIONS SERVED BY YALE NEW HAVEN HOSPITAL WILL BE INTEGRATED INTO THE THREE-YEAR PLAN. THESE PRIORITIES REFLECT IDENTIFIED COMMUNITY NEEDS AND THE HOSPITAL'S STRENGTHS, POSITIONING US TO MAKE SIGNIFICANT IMPACT OVER THE NEXT THREE YEARS. NEEDS IDENTIFIED IN THE AREAS OF MATERNAL AND CHILD HEALTH AND TRANSPORTATION WILL BE ADDRESSED THROUGH ESTABLISHED SERVICES, PROGRAMS, AND/OR PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS OUTSIDE OF THE 2025-2028 IMPLEMENTATION STRATEGY PLAN. WHILE THE NEED IDENTIFIED AS CULTURALLY COMPETENT CARE WILL BE ADDRESSED BY YALE NEW HAVEN HEALTH WITH INITIATIVES ACROSS THE FIVE-HOSPITAL SYSTEM. AREAS OF NEED, INCLUDING AFFORDABLE HOUSING AND CHILDCARE, ARE BEING ADDRESSED BY COMMUNITY ORGANIZATIONS SPECIALIZING IN THESE AREAS. YALE NEW HAVEN HOSPITAL PART V, SECTION B, LINE 13H: THESE PROGRAMS COVER EMERGENCY AND OTHER MEDICALLY NECESSARY CARE ONLY.PART V, SECTION B, LINE 16A, 16B AND 16C:HTTPS://WWW.YNHH.ORG/PATIENTS-VISITORS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE.ASPX PART V, SECTION D THE FACILITY LOCATIONS LISTED IN SCHEDULE H, PART V, SECTION D, INCLUDE OFF-CAMPUS OUTPATIENT HEALTH CARE FACILITIES THAT YALE NEW HAVEN HOSPITAL OPERATED DURING THE TAX YEAR UNDER ITS STATE HOSPITAL LICENSE. 23 1 - YALE NEW HAVEN HOSPITAL 34 EAST INDUSTRIAL ROAD BRANFORD CT 06405 DIALYSIS 2 - YALE NEW HAVEN HOSPITAL 673 SOUTH MAIN STREET CHESHIRE CT 06410 DRAW STATION 3 - YALE NEW HAVEN HOSPITAL 385 CHURCH STREET SUITE 101 GUILFORD CT 06437 DRAW STATION 4 - YALE NEW HAVEN HOSPITAL 3018 DIXWELL AVENUE HAMDEN CT 06514 MUSCULOSKETAL 5 - YALE NEW HAVEN HOSPITAL 114 WOODLAND STREET HARTFORD CT 06105 RADIATION ONCOLOGY 6 - YALE NEW HAVEN HOSPITAL 670 BOSTON POST ROAD MILFORD CT 06460 NEUROLOGY 7 - YALE NEW HAVEN HOSPITAL 1 PARK STREET NEW HAVEN CT 06510 PEDIATRIC SUBSPECIALTIES, GENETICS, PEDIATRIC DIAGNOSITIC RADIOLOGY 8 - YALE NEW HAVEN HOSPITAL 35 PARK STREET NEW HAVEN CT 06511 DRAW STATION, SURGICAL ONCOLOGY, DIAGNOSTIC RADIOLOGY, ETC 9 - YALE NEW HAVEN HOSPITAL 137 WATER STREET NEW HAVEN CT 06510 DIALYSIS 10 - YALE NEW HAVEN HOSPITAL 330 ORCHARD STREET NEW HAVEN CT 06511 DRAW STATION, BARIATRICS, DIAGNOSTIC RADIOLOGY, ETC. 11 - YALE NEW HAVEN HOSPITAL 659 GEORGE STREET NEW HAVEN CT 06511 DIAGNOSTIC RADIOLOGY, CENTER FOR MUSCULOSKELETAL CARE 12 - YALE NEW HAVEN HOSPITAL 789 HOWARD AVENUE NEW HAVEN CT 06519 ADOLESCENT MEDICINE, CARDIOVASCULAR DISEASE, ETC. 13 - YALE NEW HAVEN HOSPITAL 800 HOWARD AVENUE NEW HAVEN CT 06519 DRAW STATION, CARDIOTHORACIC SURGERY, RADIOLOGY, INFECTIOUS DISEASE, ETC. 14 - YALE NEW HAVEN HOSPITAL 801 HOWARD AVENUE NEW HAVEN CT 06519 DIAGNOSTIC RADIOLOGY 15 - YALE NEW HAVEN HOSPITAL 1475 WHALLEY AVENUE NEW HAVEN CT 06515 DRAW STATION 16 - YALE NEW HAVEN HOSPITAL 3 SHAWS COVE SUITE 205 NEW LONDON CT 06320 PEDIATRIC SPECIALTY CENTER 17 - YALE NEW HAVEN HOSPITAL 266 STATE STREET NORTH HAVEN CT 06473 DIALYSIS 18 - YALE NEW HAVEN HOSPITAL 79 WAWECUS STREET NORWICH CT 06360 CARDIOVASCULAR DISEASE 19 - YALE NEW HAVEN HOSPITAL 236 BOSTON POST ROAD ORANGE CT 06477 DRAW STATION / MATERNAL WELLNESS PROGRAM 20 - YALE NEW HAVEN HOSPITAL 887 BRIDGEPORT AVENUE SHELTON CT 06484 DRAW STATION 21 - YALE NEW HAVEN HOSPITAL 260 LONG RIDGE ROAD STAMFORD CT 06902 TRANSPLANTATION CENTER 22 - YALE NEW HAVEN HOSPITAL 665 NORTH COLONY ROAD WALLINGFORD CT 06492 DRAW STATION 23 - YALE NEW HAVEN HOSPITAL 19 LUNAR DRIVE WOOBRIDGE CT 06525 ONCOLOGY PART I, LINE 3C: THE FINANCIAL ASSISTANCE POLICY PROVIDES THAT THE PATIENT MUST SUBMIT A FINANCIAL ASSISTANCE APPLICATION. PART I, LINE 7: THE HOSPITAL USES A COST ACCOUNTING SYSTEM, STRATA, TO CALCULATE THE AMOUNTS PRESENTED IN PART I, LINE 7 IN CONJUNCTION WITH ESTIMATING THE COST OF FREE CARE AND CHARITY CARE, THE RATIO OF COST TO CHARGE PERCENTAGE UTILIZING THE COMPONENTS FROM THE HOSPITAL'S FINANCIAL STATEMENTS. PART II, COMMUNITY BUILDING ACTIVITIES: YALE NEW HAVEN HOSPITAL (YNHH), ALONG WITH MANY OTHER HOSPITALS ACROSS THE COUNTRY, UTILIZES THE COMMUNITY BENEFITS INVENTORY FOR SOCIAL ACCOUNTABILITY (CBISA) DATABASE DEVELOPED BY LYON SOFTWARE TO CATALOG ITS COMMUNITY BENEFIT AND COMMUNITY BUILDING ACTIVITIES AND THE GUIDELINES DEVELOPED BY THE CATHOLIC HOSPITAL ASSOCIATION (CHA) TO CATALOG THESE BENEFITS. THESE TWO ORGANIZATIONS HAVE WORKED TOGETHER FOR OVER 30 YEARS TO PROVIDE SUPPORT TO NOT-FOR-PROFIT HOSPITALS TO DEVELOP AND SUSTAIN EFFECTIVE COMMUNITY BENEFIT PROGRAMS.THE MOST RECENT VERSION OF THE CHA GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFIT DEFINES COMMUNITY BUILDING ACTIVITIES AS ACTIVITIES THE ORGANIZATION ENGAGES IN TO PROTECT OR IMPROVE THE HEALTH AND SAFETY OF ITS RESIDENTS. THESE ACTIVITIES ARE CATEGORIZED INTO EIGHT DISTINCT AREAS INCLUDING PHYSICAL IMPROVEMENT AND HOUSING, ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, ENVIRONMENTAL IMPROVEMENTS, LEADERSHIP DEVELOPMENT AND TRAINING, COALITION BUILDING, COMMUNITY HEALTH IMPROVEMENT ADVOCACY, AND WORKFORCE DEVELOPMENT. YALE NEW HAVEN HEALTH ENHANCES THE LIVES OF THOSE WE SERVE BY PROVIDING ACCESS TO INTEGRATED, HIGH-VALUE, PATIENT-CENTERED CARE IN COLLABORATION WITH OTHERS WHO SHARE OUR VALUES. AS SUCH, YALE NEW HAVEN HOSPITAL IS INCREASINGLY AWARE OF HOW SOCIAL DRIVERS IMPACT THE HEALTH OF INDIVIDUALS AND COMMUNITIES. A PERSON'S HEALTH AND CHANCES OF BECOMING SICK AND DYING EARLY ARE GREATLY INFLUENCED BY POWERFUL SOCIAL FACTORS SUCH AS EDUCATION, INCOME, NUTRITION, HOUSING, AND NEIGHBORHOODS. DURING FISCAL YEAR 2025, YALE NEW HAVEN HOSPITAL PROVIDED $3.5 MILLION FOR DEVELOPMENT AND OTHER ESSENTIAL SERVICES. THE HOSPITAL CONSIDERS THESE INVESTMENTS PART OF ITS OVERALL COMMITMENT OF BUILDING STRONGER NEIGHBORHOODS. EXAMPLES BELOW FOCUS ON THE AREAS OF REVITALIZING OUR NEIGHBORHOODS, CREATING EDUCATIONAL OPPORTUNITIES, AND WORKFORCE DEVELOPMENT INITIATIVES. YALE NEW HAVEN HOSPITAL ALSO PROVIDED SUPPORT TO OTHER ORGANIZATIONS ADDRESSING THE ISSUES OF SOCIAL COHESION AND ECONOMIC VITALITY.REVITALIZING OUR NEIGHBORHOODSOVER THE PAST SEVERAL YEARS, YALE NEW HAVEN HOSPITAL HAS MADE SIGNIFICANT INVESTMENTS TOWARDS THE REVITALIZATION OF THE CITY OF NEW HAVEN, ADDRESSING THE AREAS OF ADEQUATE, AFFORDABLE, AND SAFE HOUSING. OUR 2025 COMMUNITY HEALTH NEEDS ASSESSMENT FOUND THAT 47% OF RESIDENTS IN GREATER NEW HAVEN OWN THEIR HOMES, WHILE 39% RENT. MANY HOUSEHOLDS IN THE GREATER NEW HAVEN REGION FACE HIGH HOUSING COSTS. MORE THAN HALF OF RENTERS AND NEARLY 51% OF HOMEOWNERS IN THE REGION SPEND A LARGE SHARE OF THEIR INCOME (MORE THAN 30%) ON HOUSING, A HIGHER RATE THAN THE STATEWIDE AVERAGE. THERE ARE CLEAR DISPARITIES AMONG RACIAL AND ETHNIC GROUPS THAT POINT TO INEQUITIES THAT GO BEYOND INCOME. AS A RESULT, THE NEW HAVEN POPULATION ITSELF IS INCREASINGLY MOBILE. TO REVERSE THIS TREND, YALE NEW HAVEN HOSPITAL HAS FOCUSED ON SUPPORT EFFORTS TO INCREASE PERMANENT HOME OWNERSHIP.THE HOME OWNERSHIP MADE EASIER (H.O.M.E.) PROGRAM AT YALE NEW HAVEN HOSPITAL PROVIDES HOSPITAL EMPLOYEES WITH UP TO $10,000 IN FORGIVABLE LOANS TO HELP PURCHASE THEIR FIRST HOME IN THE CITY OF NEW HAVEN. SINCE THE PROGRAM'S INCEPTION IN 2006, 202 HOMES HAVE BEEN PURCHASED BY YALE NEW HAVEN HOSPITAL EMPLOYEES. THE LAST CLOSING WAS HELD IN 2025. AS PART OF A SUSTAINABILITY PROGRAM AIMED AT ADDRESSING FOOD INSECURITY, YALE NEW HAVEN HOSPITAL AND ROCK AND WRAP IT UP! TEAMED UP TO RECOVER FOOD THAT HAS BEEN PREPARED BUT NOT SERVED FROM THE HOSPITAL AND DONATED IT TO THE COMMUNITY SOUP KITCHEN AT CHRIST CHURCH AND ST. LUKE'S EPISCOPAL CHURCH IN NEW HAVEN. REPRESENTATIVES FROM THE HOSPITAL REGULARLY SERVE ON FOUR OF THE CITY OF NEW HAVEN POLICE DEPARTMENT COMMUNITY SUBSTATION MANAGEMENT TEAMS WHILE ATTENDING OTHER MEETINGS ON AN AD HOC BASIS. THE DECENTRALIZATION OF POLICE SERVICES AND THE ESTABLISHMENT OF SUBSTATION MANAGEMENT TEAMS IN EACH OF NEW HAVEN'S 10 COMMUNITY POLICING DISTRICTS HAS BEEN ONE OF THE MOST IMPORTANT COMMUNITY POLICING INITIATIVES IN NEW HAVEN. COMMUNITY SUBSTATION MANAGEMENT TEAMS HELP IDENTIFY AND DEVELOP STRATEGIES TO RESOLVE NEIGHBORHOOD PROBLEMS UTILIZING LOCAL RESOURCES. THE MANAGEMENT TEAMS ARE COMPRISED OF THE POLICE SUPERVISOR, BEAT OFFICERS, BLOCK WATCH MEMBERS, ALDERPERSONS, REPRESENTATIVES OF NEIGHBORHOOD-BASED AGENCIES, SUCH AS THE HOSPITAL, AND ANY CITIZEN WHO TAKES AN ACTIVE INTEREST IN NEIGHBORHOOD IMPROVEMENT. CREATING EDUCATIONAL OPPORTUNITIES HIGHER EDUCATIONAL ATTAINMENT IS ASSOCIATED WITH BETTER HEALTH STATUS AND LONGER LIFE. ON AVERAGE, A COLLEGE GRADUATE IN THE UNITED STATES LIVES 11 YEARS LONGER THAN THOSE WHO NEVER FINISH HIGH SCHOOL. IN RESPONSE, YALE NEW HAVEN HOSPITAL SUPPORTED A VARIETY OF EDUCATIONAL PROGRAMS IN 2025.REFLECTING ITS STRONG COMMITMENT TO THE NEW HAVEN COMMUNITY AND SUPPORT OF EDUCATION, YALE NEW HAVEN HOSPITAL COMMITTED TO A MULTI-YEAR CONTRIBUTION TO SUPPORT NEW HAVEN PROMISE. NEW HAVEN PROMISE IS A COLLEGE SCHOLARSHIP AND SUPPORT PROGRAM FOR THE CITY'S PUBLIC-SCHOOL STUDENTS. YALE NEW HAVEN'S CONTRIBUTION FUNDS THE INITIATIVE'S PARTNERSHIP COMPONENT. ITS GOAL IS TO MAKE HIGHER EDUCATION AN EXPECTATION AND REALITY FOR MORE NEW HAVEN STUDENTS. THOUGH THE IMPACT OF THE NEW HAVEN PROMISE PROGRAM WILL NOT BE MEASURABLE FOR SEVERAL YEARS, HUNDREDS OF NEW HAVEN STUDENTS APPLY FOR AND ARE ACCEPTED EACH YEAR. NEARLY 400 STUDENTS QUALIFY FOR THE NEW HAVEN PROMISE PROGRAM ANNUALLY, 70 PERCENT ARE FIRST GENERATION TO COLLEGE. NEW HAVEN PROMISE SCHOLARS HAVE A 67.7 PERCENT GRADUATION RATE WITH 86 PERCENT RETURNING TO THE GREATER NEW HAVEN REGION FOLLOWING GRADUATION.THE YALE NEW HAVEN HOSPITAL SCHOOL-TO-CAREER PROGRAM IS A MULTIFACETED INTERNSHIP AND MENTORING PROGRAM FOR NEW HAVEN PUBLIC HIGH SCHOOL STUDENTS. COMPONENTS INCLUDE AN INTERNSHIP PROGRAM (CLINICAL CAREER PATHWAYS, BUSINESS AND NON-CLINICAL TECHNICAL AND GENERAL), DEVELOPING TOMORROW'S PROFESSIONALS PROGRAM, YALE NEW HAVEN HOSPITAL AND ACES YOUTH EMPLOYABILITY PROGRAM. THE HOSPITAL HAS PARTNERSHIPS WITH THREE LOCAL SCHOOLS. THE HILL REGIONAL CAREER HIGH SCHOOL PARTNERSHIP PROVIDES STUDENTS THE OPPORTUNITY TO EXPLORE MEDICAL AND OTHER HOSPITAL CAREERS, AS WELL AS OBTAIN A CERTIFICATION AS A NURSE ASSISTANT. IN 2025, THE HOSPITAL'S INCLUSION AND BELONGING COUNCIL CONTINUED A LONG-STANDING TRADITION BY CONDUCTING A SCHOOL SUPPLY DRIVE THAT BENEFITS THREE NEW HAVEN-BASED ELEMENTARY AND MIDDLE SCHOOLS. FOR THE PAST DECADE, YALE NEW HAVEN HOSPITAL STAFF HAVE PARTNERED WITH THE UNITED WAY OF GREATER NEW HAVEN AT BARACK OBAMA MAGNET UNIVERSITY SCHOOL FOR READ ACROSS AMERICA DAY. WORKFORCE DEVELOPMENT INITIATIVESLIKE MANY CITIES ACROSS THE COUNTRY, THE NEW HAVEN WORKFORCE HAS EXPERIENCED DIFFICULT TIMES DURING THE ECONOMIC DOWNTURN. AS WITH EDUCATIONAL ACHIEVEMENT, THERE IS STRONG EVIDENCE THAT HIGHER SOCIAL AND ECONOMIC STATUS ARE ASSOCIATED WITH BETTER HEALTH. AS THE LARGEST EMPLOYER IN NEW HAVEN, YALE NEW HAVEN HOSPITAL PROVIDES IN-KIND AND FINANCIAL SUPPORT FOR EMPLOYMENT AND TRAINING PROGRAMS OFFERED BY AREA NOT-FOR-PROFIT ORGANIZATIONS SUCH AS THE ONES DESCRIBED BELOW. SINCE 1996, THE HOSPITAL'S AWARD-WINNING HOPE (HAVING AN OPPORTUNITY TO PREPARE FOR EMPLOYMENT) TRAINING AND SKILLS DEVELOPMENT PROGRAM HAS HELPED MORE THAN 500 ADULTS TRANSITION FROM INCOME SUPPORT SITUATIONS INTO EMPLOYMENT. INITIALLY TARGETED TO WOMEN, THE PROGRAM NOW INCLUDES MEN. PARTICIPANTS RECEIVE CLASSROOM TRAINING AND ONE-ON-ONE MENTORING ON TOPICS SUCH AS INTERVIEWING, RESUME PREPARATION, TIME MANAGEMENT AND CUSTOMER SERVICES, AND ARE TAUGHT ABOUT WORKPLACE DIVERSITY AND MEETING EMPLOYER EXPECTATIONS. PART III, LINE 2: IN ACCORDANCE WITH THE ESTABLISHED POLICIES OF THE HOSPITAL, DURING THE REGISTRATION, BILLING AND COLLECTION PROCESS A PATIENT'S ELIGIBILITY FOR FREE CARE FUNDS IS DETERMINED. FOR PATIENTS WHO WERE DETERMINED BY THE HOSPITAL TO HAVE THE ABILITY TO PAY BUT DID NOT, THE UNCOLLECTED AMOUNTS ARE BAD DEBT EXPENSE. THE HOSPITAL'S COST ACCOUNTING SYSTEM UTILIZES PATIENT-SPECIFIC DATA TO ACCUMULATE AND DERIVE COSTS RELATED TO THESE BAD DEBT ACCOUNTS.THE ADOPTION OF ASU NO. 2014-09 REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606) CHANGED HOW BAD DEBT EXPENSE IS REPORTED ON THE AUDITED FINANCIAL STATEMENTS. FOR THE PATIENTS WHO WERE DETERMINED BY THE HOSPITAL TO HAVE THE ABILITY TO PAY UNCOLLECTED AMOUNTS BUT DID NOT, THESE UNCOLLECTED AMOUNTS ARE TREATED AS IMPLICIT PRICE CONCESSIONS. BAD DEBT IS DETERMINED IF THERE WAS AN ADVERSE EVENT THAT PREVENTED A PATIENT FROM BEING ABLE TO PAY THE EXPECTED AMOUNT. THE HOSPITAL IS REPORTING, IF APPLICABLE, BOTH BAD DEBT AND IMPLICIT PRICE CONCESSIONS ON SCHEDULE H, PART III, LINE 2. PART III, LINE 3: THE ORGANIZATION DOES NOT CURRENTLY HAVE A METHODOLOGY TO ACCURATELY QUANTIFY OR ESTIMATE THE AMOUNT OF BAD DEBT EXPENSE THAT WOULD BE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. PART III, LINE 4: YALE NEW HAVEN HOSPITAL IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR YALE NEW HAVEN HEALTH SERVICES CORPORATION (YNHHSC). THE CONSOLIDATED FINANCIAL STATEMENTS FOR YNHHSC INCLUDES THE FOLLOWING FOOTNOTE REGARDING UNCOMPENSATED CARE AND COMMUNITY BENEFIT EXPENSE ON PAGE 19:THE SYSTEM'S COMMITMENT TO COMMUNITY SERVICE IS EVIDENCED BY SERVICES PROVIDED TO THE POOR AND BENEFITS PROVIDED TO THE BROADER COMMUNITY. SERVICES PROVIDED TO THE POOR INCLUDE SERVICES PROVIDED TO PERSONS WHO CANNOT AFFORD HEALTHCARE BECAUSE OF INADEQUATE RESOURCES, AND/OR WHO ARE UNINSURED OR UNDERINSURED.THE SYSTEM PROVIDES FREE CARE PROGRAMS FOR QUALIFYING PATIENTS. IN ACCORDANCE WITH THE ESTABLISHED POLICIES OF THE SYSTEM, DURING THE REGISTRATION, BILLING, AND COLLECTION PROCESS, A PATIENT'S ELIGIBILITY FOR FREE CARE FUNDS IS DETERMINED. FOR PATIENTS WHO WERE DETERMINED BY THE SYSTEM TO HAVE THE ABILITY TO PAY BUT DID NOT, THE UNCOLLECTED AMOUNTS ARE CONSIDERED IMPLICIT PRICE CONCESSIONS. FOR PATIENTS WHO DO NOT AVAIL THEMSELVES OF ANY FREE CARE PROGRAM, AND WHOSE ABILITY TO PAY CANNOT BE DETERMINED BY THE SYSTEM, CARE GIVEN BUT NOT PAID FOR IS CLASSIFIED AS CHARITY CARE.TOGETHER, CHARITY CARE AND FREE CARE REPRESENT UNCOMPENSATED CARE. THE ESTIMATED COST OF TOTAL UNCOMPENSATED CARE IS APPROXIMATELY $98.1 MILLION AND $94.6 MILLION FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY. THE ESTIMATED COST OF UNCOMPENSATED CARE IS BASED ON THE RATIO OF COST TO CHARGES, AS DETERMINED BY HOSPITAL-SPECIFIC DATA.THE ALLOCATION BETWEEN IMPLICIT PRICE CONCESSION AND CHARITY CARE IS DETERMINED BASED ON MANAGEMENT'S ANALYSIS ON THE PREVIOUS TWELVE MONTHS OF HOSPITAL DATA. THIS ANALYSIS CALCULATES THE ACTUAL PERCENTAGE OF ACCOUNTS WRITTEN OFF OR DESIGNATED AS IMPLICIT PRICE CONCESSIONS VERSUS CHARITY CARE WHILE TAKING INTO ACCOUNT THE TOTAL COSTS INCURRED BY THE SYSTEM FOR EACH ACCOUNT ANALYZED.THE CONNECTICUT DISPROPORTIONATE SHARE HOSPITAL PROGRAM (CDSHP) WAS ESTABLISHED TO PROVIDE FUNDS TO HOSPITALS FOR THE PROVISION OF UNCOMPENSATED CARE AND IS FUNDED, IN PART, BY AN ASSESSMENT ON HOSPITAL PATIENT SERVICE REVENUE. THE SYSTEM MADE PAYMENTS INTO THE CDSHP OF $316.8 MILLION AND $317.8 MILLION FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY, FOR THE ASSESSMENT.DURING THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, THE SYSTEM RECEIVED $197.4 MILLION IN CDSHP DISTRIBUTIONS. THESE ARE RECORDED IN PATIENT SERVICE REVENUE. ADDITIONALLY, THE SYSTEM PROVIDES BENEFITS FOR THE BROADER COMMUNITY, WHICH INCLUDES SERVICES PROVIDED TO OTHER UNDER-SERVED POPULATIONS THAT MAY NOT QUALIFY UNDER THE SYSTEM'S POLICY BUT NEED SPECIAL SERVICES AND SUPPORT. BENEFITS INCLUDE THE COST OF HEALTH PROMOTION AND EDUCATION OF THE GENERAL COMMUNITY, INTERNS AND RESIDENTS, HEALTH SCREENINGS, AND MEDICAL RESEARCH. THE BENEFITS ARE PROVIDED THROUGH THE COMMUNITY HEALTH CENTERS, SOME OF WHICH SERVICE NON-ENGLISH-SPEAKING RESIDENTS, DISABLED CHILDREN, AND VARIOUS COMMUNITY SUPPORT GROUPS. THE SYSTEM VOLUNTARILY ASSISTS WITH THE DIRECT FUNDING OF SEVERAL CITY OF NEW HAVEN PROGRAMS, INCLUDING AN ECONOMIC DEVELOPMENT PROGRAM AND A YOUTH INITIATIVE PROGRAM.IN ADDITION TO THE QUANTIFIABLE SERVICES DEFINED ABOVE, THE SYSTEM PROVIDES BENEFITS TO THE COMMUNITY THROUGH ITS ADVOCACY OF COMMUNITY SERVICE BY EMPLOYEES. THE SYSTEM'S EMPLOYEES SERVE NUMEROUS ORGANIZATIONS THROUGH BOARD REPRESENTATION, MEMBERSHIP IN ASSOCIATIONS AND OTHER RELATED ACTIVITIES. THE SYSTEM ALSO SOLICITS THE ASSISTANCE OF OTHER HEALTHCARE PROFESSIONALS TO PROVIDE THEIR SERVICES AT NO CHARGE THROUGH PARTICIPATION IN VARIOUS COMMUNITY SEMINARS AND TRAINING PROGRAMS. PART III, LINE 8: THE ENTIRE MEDICARE LOSS PRESENTED SHOULD BE TREATED AS A COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO MEDICARE BENEFICIARIES, IRS REVENUE RULING 69-545 INDICATES THAT HOSPITALS OPERATE FOR THE PROMOTION OF HEALTH IN THE COMMUNITY WHEN IT PROVIDES CARE TO PATIENTS WITH GOVERNMENTAL HEALTH BENEFITS, THE ORGANIZATION PROVIDES CARE TO MEDICARE PATIENTS REGARDLESS OF MEDICARE SHORTFALLS (REDUCING THE BURDEN ON THE GOVERNMENT), AND MANY OF THE MEDICARE PARTICIPANTS WOULD HAVE QUALIFIED FOR THE CHARITY CARE OR OTHER MEANS TESTED PROGRAMS ABSENT BEING ENROLLED IN THE MEDICARE PROGRAM. THE MEDICARE SHORTFALL REPORTED IS DETERMINED BY THE HOSPITAL'S COST ACCOUNTING SYSTEM, STRATAJAZZ. PART III, LINE 9B: IT IS THE HOSPITAL'S POLICY TO TREAT ALL PATIENTS EQUITABLY WITH RESPECT AND COMPASSION, FROM THE BEDSIDE TO THE BILLING OFFICE. THE HOSPITAL WILL PURSUE PATIENT ACCOUNTS, DIRECTLY AND THROUGH ITS COLLECTION AGENTS, FAIRLY AND CONSISTENTLY TAKING INTO CONSIDERATION DEMONSTRATED FINANCIAL NEED. AS PART OF ITS COLLECTION PROCESS, THE HOSPITAL WILL MAKE REASONABLE EFFORTS TO DETERMINE IF AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE POLICY. IN THE EVENT A PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL WILL NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTION AS DEFINED BY LAW AND HOSPITAL POLICY. PART VI, LINE 2: COMMUNITY AND PATIENT NEEDS ARE ROUTINELY REVIEWED AND ADDRESSED AS PART OF THE OPERATIONS AND SERVICE LINE TEAMS AT YALE NEW HAVEN HOSPITAL. THESE MULTI-DISCIPLINARY GROUPS PROVIDE ANALYSIS AND INSIGHT INTO PATIENT UTILIZATION TRENDS ACROSS OUR DELIVERY OF CARE AND ARE REVIEWED IN TANDEM WITH CARE MANAGEMENT, POPULATION HEALTH, AND PATIENT SATISFACTION RESULTS AND OTHER COMMUNITY FEEDBACK. COUPLED WITH THE RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT, THIS INFORMATION ASSISTS WITH THE DEVELOPMENT OF NEW INITIATIVES, PARTNERSHIPS, PROGRAMS, AND SERVICES TO BENEFIT OUR COMMUNITY. PART VI, LINE 3: YALE NEW HAVEN HOSPITAL INFORMS INDIVIDUALS ABOUT ITS FINANCIAL ASSISTANCE PROGRAMS ON ITS WEBSITE, THROUGH VISIBLE POSTINGS AND COMMUNICATIONS AT POINTS OF REGISTRATION AND FRONT LINE ACCESS. THE FINANCIAL ASSISTANCE POLICY, APPLICATION AND SUMMARY ARE AVAILABLE ON REQUEST WITHOUT CHARGE BY MAIL, INCLUDING AT ADMITTING DEPARTMENT. FURTHER, PATIENTS RECEIVE A SUMMARY OF FINANCIAL ASSISTANCE PROGRAMS, INCLUDING ELIGIBILITY REQUIREMENTS THROUGH A FIRST STATEMENT MAILER AS PART OF THE BILLING PROCESS. THESE COMMUNICATIONS INCLUDE TELEPHONE NUMBERS AND POINT OF CONTACT FOR INDIVIDUALS TO VISIT OR CALL. THE HOSPITAL HAS RESOURCES TO ASSIST PATIENTS WITH STATE OF CONNECTICUT MEDICAID APPLICATIONS. PART VI, LINE 4: TO DEFINE COMMUNITY FOR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PURPOSES, YALE NEW HAVEN HOSPITAL (YNHH) USES A GEOGRAPHIC APPROACH FOCUSING ON 12 CONTINGENT TOWNS WITHIN NEW HAVEN COUNTY, CT: BETHANY, BRANFORD, EAST HAVEN, GUILFORD, HAMDEN, MADISON, NEW HAVEN, NORTH BRANFORD, NORTH HAVEN, ORANGE, WEST HAVEN, AND WOODBRIDGE. THESE COMMUNITIES ARE SERVED BY YALE NEW HAVEN HOSPITAL REPRESENTING OVER 50% OF TOTAL DISCHARGES AND DO NOT OVERLAP WITH CHNA AREAS IDENTIFIED BY OTHER ACUTE CARE HOSPITALS AND/OR COLLABORATIONS. UPON DEFINING THE GEOGRAPHIC AREA AND POPULATION SERVED IN GREATER NEW HAVEN, THE HOSPITAL WAS DILIGENT TO ENSURE THAT NO GROUPS, ESPECIALLY MINORITY, LOW-INCOME OR MEDICALLY UNDER-SERVED, WERE EXCLUDED.NUMEROUS FACTORS ARE ASSOCIATED WITH THE HEALTH OF A COMMUNITY INCLUDING WHAT RESOURCES AND SERVICES ARE AVAILABLE AS WELL AS WHO LIVES IN THE COMMUNITY. WHILE INDIVIDUAL CHARACTERISTICS SUCH AS AGE, GENDER, RACE, AND ETHNICITY HAVE AN IMPACT ON PEOPLE'S HEALTH, THE DISTRIBUTION OF THESE CHARACTERISTICS ACROSS A COMMUNITY IS ALSO CRITICALLY IMPORTANT AND CAN AFFECT THE NUMBER AND TYPE OF SERVICES AND RESOURCES AVAILABLE. WITH A TOTAL POPULATION OF 409,674, THE RACE AND ETHNICITY FOR THE GREATER NEW HAVEN REGION IS 60% NON-HISPANIC WHITE, 19% HISPANIC/LATINO, 9% NON-HISPANIC OTHER, 18% NON-HISPANIC BLACK, 5% NON-HISPANIC ASIAN, AND 8% NON-HISPANIC TWO OR MORE RACES. THE MEDIAN AGE IN THE REGION IS 41.4 WITH 20.1% UNDER 18, 62.1% BETWEEN 18 AND 64, AND 17.8% AGE 65 OR OLDER. EDUCATIONAL ATTAINMENT FOR GREATER NEW HAVEN RESIDENTS IS REPORTED AS BEING 4% LESS THAN 9TH GRADE, 5% SOME HIGH SCHOOL WITHOUT DIPLOMA, 27% HIGH SCHOOL GRADUATE, 15% SOME COLLEGE, 6% ASSOCIATE DEGREE, 21% BACHELOR'S DEGREE, AND 22% GRADUATE OR PROFESSIONAL DEGREE. MEDIAN HOUSEHOLD INCOME FOR GREATER NEW HAVEN IS $95,160 WITH 12.9% OF HOUSEHOLDS BELOW POVERTY AND 14.2% RECEIVING SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) BENEFITS. THERE IS AN UNEMPLOYMENT RATE OF 6.2% ACROSS THE REGION. OVERALL, ONLY 5.5% OF THE REGION'S POPULATION IS UNINSURED, SOME MUNICIPALITIES HAVE SIGNIFICANTLY HIGHER RATES. AMONG ADULTS WITH INSURANCE, WHITE RESIDENTS ARE MOST LIKELY TO HAVE EMPLOYER-SPONSORED INSURANCE (55%), COMPARED TO 41% OF BLACK RESIDENTS AND 37% OF LATINO RESIDENTS. IN CONTRAST, GOVERNMENT-ASSISTED HEALTH COVERAGE, SUCH AS MEDICAID OR HUSKY, IS MORE COMMON AMONG LATINO (31%) AND BLACK (28%) RESIDENTS THAN WHITE RESIDENTS (14%) WHO HAVE INSURANCE. OVERALL HEALTH STATUS HELPS IDENTIFY KEY HEALTH CHALLENGES AND DISPARITIES WITHIN A COMMUNITY. SELF-REPORTED HEALTH STATUS VARIES BY RACE, ETHNICITY, AND INCOME. WHITE RESIDENTS ARE MORE LIKELY TO REPORT "EXCELLENT OR "VERY GOOD" HEALTH, WHILE BLACK AND LATINO RESIDENTS REPORT HIGHER RATES OF "FAIR OR "POOR" HEALTH. INCOME PLAYS A SIGNIFICANT ROLE, WITH HIGHER-INCOME INDIVIDUALS RATING THEIR HEALTH MORE FAVORABLY THAN THOSE EARNING LESS THAN $30,000. CHRONIC DISEASES, SUCH AS HEART DISEASE, DIABETES, AND OBESITY, CONTRIBUTE TO LONG-TERM HEALTH COMPLICATIONS, REDUCE QUALITY OF LIFE, AND INCREASE HEALTHCARE COSTS. HIGH CHOLESTEROL, HIGH BLOOD PRESSURE, AND OBESITY ARE AMONG THE MOST COMMON CHRONIC CONDITIONS SELF-REPORTED IN THE REGION. ASTHMA, DEPRESSION, AND DIABETES ALSO AFFECT A SIGNIFICANT PORTION OF THE POPULATION. THESE CONDITIONS CONTRIBUTE TO LONG-TERM HEALTH COMPLICATIONS, UNDERSCORING THE NEED FOR PREVENTIVE CARE AND DISEASE MANAGEMENT. PART VI, LINE 5: EVERY YEAR, YALE NEW HAVEN HOSPITAL (YNHH) SPONSORS, DEVELOPS, PARTICIPATES IN, AND FINANCIALLY SUPPORTS A WIDE VARIETY OF COMMUNITY-BASED PROGRAMS AND SERVICES. DURING 2025, YALE NEW HAVEN HOSPITAL INVESTED $577.8 MILLION IN FINANCIAL AND IN-KIND CONTRIBUTIONS THROUGH FIVE WIDE-RANGING PROGRAMS: GUARANTEEING ACCESS TO CARE; ADVANCING CAREERS IN HEALTH CARE; PROMOTING HEALTH & WELLNESS; BUILDING STRONGER NEIGHBORHOODS; AND CREATING HEALTHIER COMMUNITIES.YALE NEW HAVEN HOSPITAL ALSO CONTRIBUTES TO THE COMMUNITY IN WAYS THAT ARE NOT QUANTIFIED AS PART OF THIS REPORT AND SERVES AS AN IMPORTANT COMMUNITY RESOURCE. THIS INCLUDES HAVING A VOLUNTARY BOARD OF TRUSTEES WITH A MAJORITY OF THE MEMBERS RESIDING OR WORKING IN THE AREA SERVED BY THE HOSPITAL. THE HOSPITAL ALSO EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY. THE HOSPITAL'S MEDICAL STAFF TOTALS 5,946 MEMBERS INCLUDING RESIDENTS AND FELLOWS.YALE NEW HAVEN HOSPITAL, FOUNDED IN 1826 AS THE FIRST HOSPITAL IN CONNECTICUT, IS A 1,541-BED ACUTE AND TERTIARY CARE MEDICAL CENTER RECEIVING REGIONAL, NATIONAL, AND INTERNATIONAL REFERRALS. IT IS THE FLAGSHIP HOSPITAL OF YALE NEW HAVEN HEALTH. RENOWNED FOR PROGRAMS IN CANCER, HEART AND VASCULAR, PEDIATRICS, PSYCHIATRY, AND TRANSPLANTATION, YNHH IS THE LARGEST ACUTE-CARE PROVIDER IN SOUTHERN CONNECTICUT AND ONE OF THE NORTHEAST'S MAJOR REFERRAL CENTERS. YALE NEW HAVEN HOSPITAL IS THE PRIMARY TEACHING HOSPITAL FOR YALE SCHOOL OF MEDICINE. DURING FY 2025, YALE NEW HAVEN HOSPITAL DISCHARGED 71,368 INPATIENTS AND PROVIDED 1,687,094 AMBULATORY ENCOUNTERS. YALE NEW HAVEN HOSPITAL IS ONE OF THE LARGEST EMPLOYERS IN THE REGION AND IN THE CITY OF NEW HAVEN WITH 15,311 EMPLOYEES IN 2025. PART VI, LINE 6: YALE NEW HAVEN HEALTH'S MISSION IS TO PROMOTE THE HEALTH OF THE COMMUNITIES SERVED BY ITS DELIVERY NETWORKS, SUCH AS YALE NEW HAVEN HOSPITAL, AND TO ENSURE ALL PATIENTS HAVE ACCESS TO APPROPRIATE HEALTHCARE SERVICES. YALE NEW HAVEN HEALTH REQUIRES ITS HOSPITALS TO INCORPORATE PLANS TO PROMOTE HEALTHY COMMUNITIES WITHIN THE HOSPITAL'S EXISTING BUSINESS PLANS AND IMPLEMENTATION STRATEGIES FOR WHICH THEY ARE HELD ACCOUNTABLE. IN ADDITION, REGULAR REPORTING ON COMMUNITY BENEFITS IS REQUIRED ON A ROUTINE BASIS. PART VI, LINE 7, REPORTS FILED WITH STATES CT 1 ACOUSTIC NEUROMA ASSOCIATION 600 PEACHTREE PKWY STE 108 CUMMING GA 300416899 232170836 501(C)(3) 5325 0 SUPPORT MISSION AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 115000 0 SUPPORT MISSION AMERICAN LIVER FOUNDATION 39 BROADWAY SUITE 2700 NEW YORK NY 10006 362883000 501(C)(3) 13500 0 SUPPORT MISSION CITY OF NEW HAVEN 165 CHURCH STREET NEW HAVEN CT 06511 GOVERNMENT 3200000 0 COMMUNTY BENEFIT DEV CONNECTICUT CANCER FOUNDATION INC 15 NORTH MAIN STREET OLD SAYBROOK CT 06475 061240574 501(C)(3) 50000 0 SUPPORT MISSION CONNECTICUT CENTER FOR ARTS (CONNCAT) 70 AUDUBON STREET NEW HAVEN CT 06521 451257955 501(C)(3) 250000 0 SUPPORT MISSION CONNECTICUT NURSES ASSOCIATION 1224 MILL ST STE 212 EAST BERLIN CT 06023 060305245 501(C)(6) 12750 0 SUPPORT MISSION CORNELL SCOTT-HILL HEALTH CORPORATION 400-428 COLUMBUS AVE NEW HAVEN CT 06519 060870990 501(C)(3) 1730146 0 SUPPORT MISSION CT BRAIN TUMOR ALLIANCE PO BOX 370514 WEST HARTFORD CT 06137 260307367 501(C)(3) 25000 0 SUPPORT MISSION DONATE LIFE CONNECTICUT PO BOX 304 ANDOVER CT 06232 061346099 501(C)(3) 15000 0 SUPPORT MISSION FAIR HAVEN COMMUNITY HEALTH CENTER 374 GRAND AVE NEW HAVEN CT 06513 060883545 501(C)(3) 423317 0 SUPPORT MISSION INFINITE STRENGTH INC 60 EASE WHARF ROAD MADISON CT 06443 824118676 501(C)(3) 10000 0 SUPPORT MISSION LIFEBRIDGE 475 CLINTON AVENUE BRIDGEPORT CT 06605 060646974 501(C)(3) 25000 0 SUPPORT MISSION LITTLE LEAGUE BASEBALL INC 54 TWIN BROOK TER MONROE CT 06468 521286706 501(C)(3) 25000 0 SUPPORT MISSION MAKE A WISH 56 COMMERCE DRIVE TRUMBULL CT 06611 222710919 501(C)(3) 10000 0 SUPPORT MISSION NATIONAL KIDNEY FOUNDATION 30 EAST 33RD STREET NEW YORK NY 10016 131673104 501(C)(3) 15000 0 SUPPORT MISSION NEW ENGLAND ORGAN BANK INC 60 1ST AVE WALTHAM MA 02451 237024479 501(C)(3) 25000 0 SUPPORT MISSION NEW HAVEN PROMISE 28 LINCOLN WAY NEW HAVEN CT 06510 811267064 501(C)(3) 500000 0 SUPPORT MISSION SISTERS OF CHARITY OF ST ELIZABETH PO BOX 476 CONVENT STA NJ 07961 221487343 501(C)(3) 250000 0 SUPPORT MISSION TOMMY FUND FOR CHILDHOOD CANCER 20 YORK STREET NEW HAVEN CT 06510 062356787 501(C)(3) 10000 0 SUPPORT MISSION PROJECT ACCESS OF NEW HAVEN INC PO BOX 9293 NEW HAVEN CT 06533 264379967 501(C)(3) 150000 873341 FMV SALARY & BENEFITS, FACILITIES SUPPORT MISSION 20 1 COMMUNITY SCHOLARSHIPS 16 38000 FMV ENGINEERING SCHOLARSHIPS 1 57220 FMV NURSING SCHOLARSHIPS 29 127500 FMV PATIENT EXPENSE FUNDING 21872 1420087 FMV PART I, LINE 2: YALE NEW HAVEN HOSPITAL ("YNHH") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)(3) ORGANIZATIONS OR ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR ORGANIZATIONS THAT SUPPORT THE GREATER GOOD IN THE COMMUNITIES SERVED. NONE OF THE AMOUNTS REPORTED ON SCHEDULE I, PART II ARE GRANTS. THESE AMOUNTS ARE DONATIONS AND SPONSORSHIPS GIVEN TO ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF THEIR CHARITABLE MISSION. YNHH VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO YNHH. ASSISTANCE DONATED BY YNHH TO THESE QUALIFYING ORGANIZATIONS IS NOT OUTCOMES-BASED AND IS GIVEN IN SUPPORT OF AN INDIVIDUAL ORGANIZATION'S FUNDRAISING EVENTS OR IN SUPPORT OF DIRECT SERVICES. YNHH MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED, HOWEVER DOES NOT MONITOR SPECIFIC FUNDS. X X X X 1 1 0 0 0 0 0 1 0 CHRISTOPHER O'CONNOR CEO/TRUSTEE (CURRENT YR COMP) 0 2287802 0 1402380 0 273900 0 973141 0 31746 0 4968969 0 0 CHRISTOPHER O'CONNOR CEO/TRUSTEE (VESTED DEFERRED) 0 0 0 0 0 292895 0 0 0 0 0 292895 0 102044 MARNA BORGSTROM FORMER OFFICER 0 0 0 0 149255 2154050 0 0 0 0 149255 2154050 149255 0 KEITH CHURCHWELL FORMER OFFICER 0 0 0 372350 0 1955318 0 0 0 0 0 2327668 0 863286 WILLIAM ASELTYNE ASSOC SEC (CURRENT YR COMP) 0 1034382 0 338500 0 135772 0 197150 0 15944 0 1721748 0 0 WILLIAM ASELTYNE ASSOC SEC (VESTED DEFERRED) 0 0 0 0 0 484931 0 0 0 0 0 484931 0 0 GAIL KOSYLA TREASURER 0 1034860 0 497225 0 14377 0 439776 0 2117 0 1988355 0 0 MICHAEL LOFTUS FORMER OFFICER 0 0 0 0 892461 0 0 0 0 0 892461 0 892461 0 MICHAEL HOLMES EVP/COO (CURRENT YR COMP) 660246 0 218265 0 85415 0 152270 0 31546 0 1147742 0 0 0 MICHAEL HOLMES EVP/COO (VESTED DEFERRED) 0 0 0 0 249579 0 0 0 0 0 249579 0 132411 0 ALAN FRIEDMAN SVP/CMO (CURRENT YR COMP) 610503 0 191460 0 16149 0 199280 0 30430 0 1047822 0 233523 0 ALAN FRIEDMAN SVP/CMO (VESTED DEFERRED) 0 0 0 0 241580 0 0 0 0 0 241580 0 0 0 FRANCINE LORUSSO SVP (CURRENT YR COMP) 556232 0 157325 0 78423 0 206734 0 23712 0 1022426 0 73937 0 FRANCINE LORUSSO SVP (VESTED DEFERRED) 0 0 0 0 250493 0 0 0 0 0 250493 0 0 0 KATHERINE HEILPERN PRESIDENT/TRUSTEE 0 722927 0 150000 0 6397 0 157616 0 30430 0 1067370 0 0 LORI PICKENS SENIOR VICE PRESIDENT 581333 0 169312 0 37127 0 115459 0 31189 0 934420 0 0 0 THOMAS DONAHUE VICE PRESIDENT 673122 0 164995 0 36007 0 26793 0 22756 0 923673 0 0 0 VINCENT TAMMARO FORMER OFFICER 0 0 0 0 0 539650 0 0 0 0 0 539650 0 308375 ENA WILLIAMS SVP/CNO 495057 0 125631 0 78928 0 36352 0 23119 0 759087 0 0 0 MICHAEL SCHAFFER VICE PRESIDENT 528603 0 124906 0 45931 0 23152 0 2184 0 724776 0 0 0 JEFFREY SHEEHAN CERTIFIED REGISTERED NURSE ANESTHETI 549200 0 13680 0 2228 0 39225 0 30130 0 634463 0 0 0 CHRISTIE GIBBS CERTIFIED REGISTERED NURSE ANESTHETI 550276 0 12903 0 577 0 28499 0 14029 0 606284 0 0 0 STEPHEN VYCE CHIEF DEPT OF PODIATRY 452409 0 33360 0 11054 0 23997 0 30230 0 551050 0 0 0 CYNTHIA SPARER FORMER KEY EMPLOYEE 29328 0 248188 0 230135 31349 3148 0 0 0 510799 31349 0 0 KEVIN A MYATT FORMER OFFICER 0 0 0 0 0 216735 0 0 0 0 0 216735 0 147146 KEVIN WALSH FORMER OFFICER 0 0 0 0 154344 45505 0 0 0 0 154344 45505 154344 0 RICHARD D'AQUILA FORMER OFFICER 0 0 0 0 0 196168 0 0 0 0 0 196168 0 0 PART I, LINES 4A-B LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE INDIVIDUALS LISTED BELOW HAVE RECEIVED SEVERANCE OR ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED KEITH CHURCHWELL $1,092,032 - - VINCENT TAMMARO 40,000 - - CHRISTOPHER O'CONNOR - $740,476 - GAIL KOSYLA - 219,526 - KATHERINE HEILPERN - 150,053 - ALAN FRIEDMAN - 96,408 - LORI PICKENS - 91,909 - FRANCINE LORUSSO - 87,169 - THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS SENIOR LEADERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). THE INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) ARE AMOUNTS VESTED DURING THE 2024 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2024 CALENDAR YEAR FORM W-2. SRIP EDCAP WILLIAM ASELTYNE $484,931 - MICHAEL HOLMES 249,579 - CHRISTOPHER O'CONNOR - $292,895 FRANCINE LORUSSO - 250,493 ALAN FRIEDMAN - 241,580 THE FOLLOWING REPORTED INDIVIDUAL(S) RECEIVED A PAYMENT FROM A NONQUALIFIED PLAN. THE PAYMENT WAS MADE DIRECTLY TO THE INDIVIDUAL(S) FROM THE RABBI TRUST AND REPORTED IN THE INDIVIDUALS' 2024 FORM W-2 ISSUED BY THE RABBI TRUST. MARNA BORGSTROM $2,154,050 RICHARD D'AQUILA 196,168 VINCENT TAMMARO 157,525 KEVIN MYATT 69,589 KEVIN WALSH 45,505 CYNTHIA SPARER 31,349 PART I, LINE 7 THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES. A CHEFA - SERIES C 060806186 20774YQM2 2014-06-23 83625000 REFUND - K-1,K-2 0 0 1 B CHEFA - SERIES D 060806186 20774YQN0 2014-06-23 108275000 REFUND - L-1,L-2 0 0 1 C CHEFA - SERIES E 060806186 20774YRV1 2014-06-23 80935000 CONSTRUCTION/EQUIP 0 0 1 D CHEFA - SERIES N 060806186 20774YNC7 2013-02-14 44815000 ACQUISITION OF ASSETS-HSR 0 0 0 A 83625000 90442157 680898 36261 89724998 2014 1 0 1 1 B 109094865 771839 43739 108279287 2014 1 0 1 1 C 38061111 22516667 51286621 642845 50643776 2015 0 0 1 1 D 33580000 25910000 49999105 640219 14606 49344280 2013 0 0 1 1 A 0 1 1 1 0 0.00220 0.00220 0 0 1 B 0 1 1 1 0 0.00030 0.00030 0 0 1 C 0 1 1 1 0 0.00210 0.00210 0 0 1 D 0 1 1 1 0 0.00020 0.00020 0 0 0 A 0 0 1 1 1 0 0 0 1 B 0 0 1 1 1 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 1 1 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CHEFA - SERIES C DATE THE REBATE COMPUTATION WAS PERFORMED: 06/23/2024 ISSUER NAME: CHEFA - SERIES D DATE THE REBATE COMPUTATION WAS PERFORMED: 06/23/2024 ISSUER NAME: CHEFA - SERIES E DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2025 ISSUER NAME: CHEFA - SERIES N DATE THE REBATE COMPUTATION WAS PERFORMED: 02/14/2023 ISSUER NAME: CHEFA - SERIES O DATE THE REBATE COMPUTATION WAS PERFORMED: 02/14/2023 PART II LINE 3 THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED ON PART I, COLUMN (E) AND TOTAL PROCEEDS REPORTED ON PART II, LINE 3 IS DUE TO EITHER INVESTMENT EARNINGS OR PREMIUM RECEIVED FROM PURCHASER. PART II, COLUMN C THE AMOUNTS REPORTED IN PART II, COLUMN C REPRESENT YALE NEW HAVEN HOSPITAL'S PORTION OF THE SERIES E PROCEEDS. THE BALANCE OF THE SERIES E PROCEEDS ARE REFLECTED ON THE BRIDGEPORT HOSPITAL FORM 990, SCHEDULE K. PART III LINE 3B THE ORGANIZATION IS A MEMBER OF THE YALE NEW HAVEN HEALTH OBLIGATED GROUP ("YNHHOG OR THE OBLIDATED GROUP). YNHHOG HAS IN-HOUSE LEGAL COUNSEL STAFF WHO REVIEW MANAGEMENT, OR SERVICE CONTRACTS AND RESEARCH AGREEMENTS RELATING TO THE FINANCED PROPERTY TO ENSURE THAT SUCH AGREEMENTS ARE COMPLIANT WITH APPLICABLE SAFE HARBORS. IN-HOUSE COUNSEL CONSULTS WITH THE HOSPITAL'S OUTSIDE BOND COUNSEL AS NEEDED, INCLUDING ON NON-ROUTINE ISSUES. PART III, LINE 9 & PART V AS PART OF THE YNHHOG, THE ORGANIZATION HAS POLICIES AND PROCEDURES IN PLACE TO ENSURE COMPLIANCE WITH FEDERAL TAX LAW, AND TO TIMELY IDENTIFY NONCOMPLIANCE. IN JULY 2024, THE OBLIGATED GROUP ISSUED THROUGH CHEFA THE YALE NEW HAVEN HEALTH ISSUE REVENUE BONDS, SERIES 2024A IN THE AMOUNT OF $156.7 MILLION, SERIES 2024B IN THE AMOUNT OF $158.2 MILLION, AND SERIES 2024C IN THE AMOUNT OF $337.0 MILLION, (COLLECTIVELY SERIES 2024ABC) AS OBLIGATIONS UNDER THE MASTER TRUST INDEBTEDNESS. THE PROCEEDS OF THE SERIES 2024ABC WERE USED TO PROVIDE FUNDS TO FINANCE (I) THE REFUNDING OR DEFEASANCE OF (A) SERIES A, (B) SERIES B, AND (C) CERTAIN TRANCHES OF SERIES E AND SERIES N (II) REIMBURSEMENT FOR VARIOUS CAPITAL INVESTMENTS; AND (III) THE PAYMENT OF THE COSTS OF ISSUANCE. AS A RESULT OF THE ISSUANCE OF SERIES 2024ABC, YNHHSC, AS A JOINT AND SEVERAL MEMBER OF THE OBLIGATED GROUP, RECORDED TOTAL DEBT IN THE AMOUNT OF APPROXIMATELY $672.3 MILLION, WHICH IS INCLUSIVE OF ISSUANCE PREMIUM AND DEFERRED COSTS OF ISSUANCE. THE GAIN ON REFINANCING WAS APPROXIMATELY $7.5 MILLION. THE OBLIGATED GROUP IS COMPRISED OF YNHHS, YALE NEW HAVEN HOSPITAL, YALE NEW HAVEN CARE CONTINUUM CORPORATION, BRIDGEPORT HOSPITAL, BRIDGEPORT HOSPITAL FOUNDATION, INC., NORTHEAST MEDICAL GROUP, INC., GREENWICH HOSPITAL, LAWRENCE + MEMORIAL CORPORATION, LAWRENCE + MEMORIAL HOSPITAL AND LMW HEALTHCARE. THE MEMBERS OF THE OBLIGATED GROUP HAVE ADOPTED CERTAIN GOVERNANCE PROVISIONS IN THEIR CERTIFICATES OF INCORPORATION AND BY-LAWS PURSUANT TO WHICH YNHHSC RETAINS THE AUTHORITY TO DIRECTLY TAKE CERTAIN ACTIONS ON BEHALF OF EACH OBLIGATED GROUP MEMBER WITHOUT THE APPROVAL OF THE BOARD OF TRUSTEES OF THE APPLICABLE OBLIGATED GROUP MEMBER, INCLUDING THE INCURRENCE OF INDEBTEDNESS ON BEHALF OF EACH OBLIGATED GROUP MEMBER, THE MANAGEMENT AND CONTROL OF THE LIQUID ASSETS OF EACH, AND THE APPOINTMENT OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF EACH OBLIGATED GROUP MEMBER. A CHEFA - SERIES O 060806186 20774YNE3 2013-02-14 50000000 ACQUISITION OF ASSETS-HSR 0 0 0 B CHEFA - SERIES 2024A 060806186 20775DYH9 2024-07-01 156730000 REFINANCE OF BONDS SERIES A, PORTIONS OF N & E 0 0 1 C CHEFA - SERIES 2024B 060806186 20775DYS5 2024-07-01 158175000 REFINANCE OF BONDS SERIES B 0 0 1 D CHEFA - SERIES 2024C 060806186 20775DYU0 2024-07-01 337000000 ACQUISITION OF REAL ESTATE/CONSTRUCTION/EQUIP 0 0 1 A 50000000 640218 14607 49345175 2013 0 0 1 1 B 4735000 169722659 168536916 1181966 3977 2024 0 0 1 1 C 169345319 168275000 1068755 1564 2024 0 0 1 1 D 337000000 1476396 335523604 2024 0 0 1 1 A 0 1 1 1 0 0.00020 0.00020 0 0 0 B 0 0 0 0 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0 0 1 D 0 1 1 1 0 0.02260 0.02260 0 0 1 A 0 0 1 1 0 0 0 0 1 B 0 1 1 1 1 0 0 0 1 C 0 1 1 1 0 0 0 0 1 D 0 1 1 1 1 0 0 0 1 A 1 B 1 C 1 D 1 SUBST CONTR #27 VENDOR 5410500 MEDICAL SERVICES / BONE MARROW PROVIDER 0 SUBST CONTR #30 VENDOR 343015 WASTE MANAGEMENT AND RECYCLING SERVICES 0 SUBST CONTR #57 VENDOR 481680225 VARIOUS SERVICES 0 X 12 838932 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): YNHH IS REPORTING THE NUMBERS OF CONTRIBUTORS OF NON-CASH CONTRIBUTIONS IN THIS SECTION. SCHEDULE M, PART 1, LINE 31: YNHH DOES NOT CURRENTLY HAVE A BOARD-APPROVED GIFT ACCEPTANCE POLICY, NONSTANDARD CONTRIBUTIONS ARE REVIEWED BY THE VICE PRESIDENT & CHIEF DEVELOPMENT OFFICER IN CONSULTATION WITH THE PRESIDENT AND OTHER STAKEHOLDERS AS APPROPRIATE DEPENDING ON THE NATURE OF THE PROPOSED GIFT. FORM 990, PART III, LINE 4A YALE NEW HAVEN HOSPITAL IS A NATIONALLY RECOGNIZED, 1,541-BED, NOT-FOR-PROFIT HOSPITAL SERVING AS THE PRIMARY TEACHING HOSPITAL FOR THE YALE SCHOOL OF MEDICINE. THE HOSPITAL HAS TWO NEW HAVEN-BASED CAMPUSES, AND INCLUDES YALE NEW HAVEN CHILDREN'S HOSPITAL, YALE NEW HAVEN PSYCHIATRIC HOSPITAL AND SMILOW CANCER HOSPITAL. YALE NEW HAVEN HOSPITAL HAS RECEIVED MAGNET DESIGNATION FROM THE AMERICAN NURSES CREDENTIALING CENTER, THE NATION'S HIGHEST HONOR OF NURSING EXCELLENCE. THE HOSPITAL HAS A COMBINED MEDICAL STAFF OF OVER 5,000 UNIVERSITY AND COMMUNITY PHYSICIANS PRACTICING IN MORE THAN 100 SPECIALTIES. THE HOSPITAL ALSO IS THE FLAGSHIP MEMBER OF YALE NEW HAVEN HEALTH SYSTEM, WHICH INCLUDES BRIDGEPORT, GREENWICH, LAWRENCE + MEMORIAL AND WESTERLY HOSPITALS AS WELL AS NORTHEAST MEDICAL GROUP, A MULTISPECIALTY MEDICAL FOUNDATION. ADVANCING HEALTH CARE YALE NEW HAVEN HEALTH ADVANCED UROLOGIC CARE WITH A MINIMALLY INVASIVE PROCEDURE THAT TREATS BENIGN PROSTATIC HYPERPLASIA PROCEDURES. THE HOLMIUM LASER ENUCLEATION OF THE PROSTATE (HOLEP) AT YALE NEW HAVEN AND GREENWICH HOSPITALS USES A HIGH-POWERED HOLMIUM LASER TO REMOVE EXCESS PROSTATE TISSUE, OFFERING A LONG-LASTING SOLUTION WITH FEWER COMPLICATIONS AND SHORTER RECOVERY TIMES. THE EXPANSION OF THE VIRTUAL CARE MODEL TO INPATIENT NURSING OPENED MAJOR OPPORTUNITIES FOR NURSES. WITH A PILOT OF 400 BEDS, VIRTUAL NURSES PARTNER WITH THE BEDSIDE TEAM TO SUPPORT PATIENT ADMISSION AND DISCHARGE, GIVING NURSES THE OPPORTUNITY TO CONTINUE PRACTICING AND PROVIDING PATIENT CARE WITHOUT THE PHYSICAL DEMANDS AT THE BEDSIDE. YALE NEW HAVEN HOSPITAL WAS THE FIRST IN THE STATE TO PERFORM BALLOON-ASSISTED TRANSLOCATION OF THE MITRAL ANTERIOR LEAFLET PROCEDURE, COMMONLY CALLED BATMAN. THIS NEW MINIMALLY INVASIVE SURGICAL PROCEDURE, OFFERED THROUGH THE HEART AND VASCULAR CENTER, TREATS SEVERE MITRAL VALVE REGURGITATION IN PATIENTS UNABLE TO HAVE OPEN-HEART SURGERY. YALE NEW HAVEN HOSPITAL BECAME THE FIRST IN NEW ENGLAND TO USE THE SYMANI SURGICAL SYSTEM ROBOT FOR MICROSURGERY AND SUPER MICROSURGERY. DESIGNED TO TREAT COMPLEX CONDITIONS INVOLVING RECONSTRUCTIVE SURGERY, LYMPHATIC SURGERY, PERIPHERAL NERVE REPAIR AND TRAUMA, THE ROBOT ALLOWS SURGEONS TO WORK WITH FINER PRECISION, HELPING TO PROTECT VESSELS AND REDUCE TRAUMA AND THE RISK OF ADVERSE EVENTS. IN A SERIES OF FIRSTS FOR THE HOSPITAL, THE YALE NEW HAVEN HEALTH HEART AND VASCULAR CENTER WAS THE FIRST IN CONNECTICUT TO PERFORM THE TAMBE (THORACOABDOMINAL BRANCH ENDOPROSTHESIS) PROCEDURE TO TREAT COMPLEX AORTIC ANEURYSMS; THE FIRST TO USE ROBOTIC MULTI ARTERIAL CORONARY ARTERY BYPASS GRAFTING (CABG) TREATMENT FOR CORONARY ARTERY DISEASE IN THE NORTHEAST; AND CONDUCTED THE FIRST EVOQUE TRICUSPID VALVE REPLACEMENT SYSTEM IN CONNECTICUT TO TREAT SEVERE TRICUSPID VALVE REGURGITATION. THE SEXUAL ASSAULT FORENSIC EXAMINERS (SAFE) PROGRAM AT YALE NEW HAVEN HOSPITAL PROVIDED TRAINING TO APPROXIMATELY 20 NURSES TO DELIVER CARE AND SUPPORT TO SEXUAL ASSAULT VICTIMS WHILE COLLECTING EVIDENCE USING A DOCUMENTATION KIT PROVIDED BY THE OFFICE OF VICTIM SERVICES. THE PROGRAM SUPPORTED MORE THAN 100 PATIENTS DURING THE YEAR. YALE NEW HAVEN HOSPITAL WAS THE FIRST IN THE COUNTRY TO USE A SIMPLER, MORE COMPACT LIFE SUPPORT SYSTEM WHILE TRANSPORTING PATIENTS WITH HEART AND LUNG FAILURE. MEMBERS OF YALE NEW HAVEN'S SKYHEALTH II/ADULT CRITICAL CARE TRANSPORT TEAM AND YALE NEW HAVEN HOSPITAL'S EXTRACORPOREAL MEMBRANE OXYGENATION (ECMO) TEAM RECENTLY USED THE MEDTRONIC VITALFLOW ECMO SYSTEM WHILE TRANSPORTING A PATIENT BY AMBULANCE FROM GREENWICH HOSPITAL TO YALE NEW HAVEN HOSPITAL. BUILDING HEALTHIER COMMUNITIES COMMUNITY INITIATIVES INCLUDED VOLUNTEERING IN SPECIAL OLYMPICS OF CT, HOSTING THE WEEKLY "WALK AND TALK WITH A DOC" PROGRAM, PACKING GROCERY BAGS TO SUPPORT STUDENTS AND FAMILIES DURING BREAKS, ASSISTING WITH COMMUNITY CLEAN-UPS, AND PARTICIPATING IN READ ALOUD EVENTS FOR THE PUBLIC SCHOOLS. YALE NEW HAVEN HOSPITAL STAFF COORDINATED PRESSURE CHECK A RESEARCH STUDY THAT UNITES CLINICIANS AND COMMUNITY LEADERS TO HELP LOWER BLOOD PRESSURE AMONG CITY AND TOWN RESIDENTS. RELYING ON THE SKILL AND EXPERTISE OF ITS MEDICAL STAFF AND HEALTHCARE WORKFORCE, YALE NEW HAVEN HOSPITAL HAS PROVIDED COMPREHENSIVE, MULTIDISCIPLINARY, FAMILY-FOCUSED CARE FOR ALMOST 200 YEARS. AS THE PRIMARY TEACHING HOSPITAL FOR YALE SCHOOL OF MEDICINE (YSM), THE HOSPITAL HAS SUPERVISED PHYSICIAN RESIDENTS AND FELLOWS SUPPORTING OUR MEDICAL STAFF BY PROVIDING AROUND-THE-CLOCK COVERAGE AND INSIGHTFUL, RESEARCH-SUPPORTED PATIENT CARE. YALE NEW HAVEN HOSPITAL REGULARLY RANKS AMONG THE BEST HOSPITALS IN THE U.S. AND IS ACCREDITED BY THE JOINT COMMISSION. IN CONJUNCTION WITH YSM AND YALE CANCER CENTER, YNHH IS NATIONALLY RECOGNIZED FOR ITS COMMITMENT TO TEACHING AND CLINICAL RESEARCH. IN ADDITION TO PROVIDING QUALITY MEDICAL CARE TO PATIENTS AND FAMILIES, YALE NEW HAVEN HOSPITAL IS THE SECOND LARGEST EMPLOYER IN THE NEW HAVEN AREA WITH MORE THAN 15,000 EMPLOYEES. PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. IN THE EVENT THAT THE ORGANIZATION DOES NOT RECEIVE A RESPONSE FROM ANY SUCH VOTING MEMBER, THE ORGANIZATION REVIEWS OTHER INFORMATION KNOWN TO IT REGARDING THE VOTING MEMBER AND MAKES A REASONABLE ASSESSMENT OF INDEPENDENCE BASED ON THAT INFORMATION. FORM 990, PART VI, SECTION A, LINE 2 PART VI, LINE 2 - BUSINESS RELATIONSHIPS BETWEEN OFFICERS, TRUSTEES, OR KEY EMPLOYEES CERTAIN OF THE ORGANIZATION'S CURRENT OFFICERS AND/OR TRUSTEES MAY SERVE AS OFFICERS AND/OR DIRECTORS OF TAX-EXEMPT AND TAXABLE AFFILIATES WITHIN THE ORGANIZATION'S CORPORATE SYSTEM OR JOINT VENTURES IN WHICH THE ORGANIZATION'S CORPORATE SYSTEM HAS AN OWNERSHIP INTEREST. THE INDIVIDUAL OFFICERS AND/OR TRUSTEES DO NOT HAVE PERSONAL FINANCIAL INTERESTS IN SUCH AFFILIATES AND SERVE ONLY AS A FUNCTION OF THEIR ROLES WITH THE ORGANIZATION OR WITHIN THE ORGANIZATION'S CORPORATE SYSTEM. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF YALE NEW HAVEN HOSPITAL IS YALE NEW HAVEN HEALTH SERVICES CORPORATION ("YNHHS"), ITSELF A CONNECTICUT NON-STOCK CORPORATION EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A THE HOSPITAL NOMINATES INDIVIDUALS TO SERVE ON THE HOSPITAL'S BOARD FOR APPROVAL BY ITS SOLE MEMBER, YNHHS CERTAIN OF WHOM ARE NOMINATED ALSO BY YALE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7B YNHHS, AS THE ORGANIZATIONS' SOLE MEMBER, HAS THE RIGHTS, POWERS AND PRIVILEGES SET FORTH IN THE ORGANIZATION'S BYLAWS, INCLUDING, IN PART, THE AUTHORITY TO APPROVE THE NOMINEES TO THE BOARD OF TRUSTEES, AMENDMENTS TO THE GOVERNING DOCUMENTS, OPERATING AND CAPITAL BUDGETS, INITIATION OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES OR THE DISCONTINUATION OR CONSOLIDATION OF SUCH PROGRAMS, CERTAIN FUNDAMENTAL CORPORATION TRANSACTIONS, AND THE ISSUANCE AND INCURRENCE OF INDEBTEDNESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE YNHHS TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR AND VP OF CORPORATE FINANCE. SUBSEQUENTLY IT IS SENT TO KPMG LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUP ARE CLEARED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE SYSTEM AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MAKES AVAILABLE A COMPLETE COPY OF THE RETURN TO ITS BOARD OF TRUSTEES. A SECURE WEB PORTAL IS AVAILABLE TO BOARD MEMBERS TO ACCESS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C YALE NEW HAVEN HOSPITAL IS COVERED UNDER THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY APPROVED AND ADOPTED BY THE SYSTEM COMPLIANCE COMMITTEE, WHICH HAS BEEN DELEGATED THE AUTHORITY TO APPROVE AND ADOPT COMPLIANCE POLICIES ON BEHALF OF THE ENTITIES IN THE SYSTEM. THE YNHHS CONFLICT OF INTEREST POLICY AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO PROMPTLY REPORT CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT TO DEVELOP A PLAN TO MITIGATE ANY ACTUAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS WITH WHICH SHE OR HE HAD AN ACTUAL OR POTENTIAL CONFLICT AND THE ACTUAL OR POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR CEO/TOP OFFICIAL: THE TOP YNHH OFFICIAL IS AN EMPLOYEE OF YNHHS. THE YNHHS COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (THE "YNHHS COMPENSATION COMMITTEE"), WHICH INCLUDES A REPRESENTATIVE OF THE HOSPITAL, IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR YNHHS OFFICER-LEVEL EXECUTIVES, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR YNHHS OFFICER-LEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD OF TRUSTEES ON AN ANNUAL BASIS. IN ADDITION, THE YNHHS COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL YNHHS OFFICER-LEVEL EXECUTIVES, AND ASSURES THAT ALL OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE YNHHS COMPENSATION COMMITTEE CONSISTS OF TRUSTEES WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMMITTEES IN ITS COMPENSATION DELIBERATIONS IS COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE YNHHS COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE YNHHS COMPENSATION COMMITTEE IS CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE COMMITTEE, AND PROVIDED TO THE BOARD OF TRUSTEES OF YNHHS AND YNHH. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OTHER OFFICERS CERTAIN OFFICER-LEVEL EXECUTIVES ARE EMPLOYEES OF YNHHS, OTHER OFFICER-LEVEL EXECUTIVES ARE EMPLOYED DIRECTLY BY YNHH. COMPENSATION DETERMINATIONS OF YNHHS EMPLOYEES ARE MADE BY THE YNHHS COMPENSATION COMMITTEE. COMPENSATION OF OFFICER-LEVEL EXECUTIVES EMPLOYED DIRECTLY BY YNHH IS APPROVED BY YNHH'S COMPENSATION COMMITTEE AND BOARD OF TRUSTEES. FOR OFFICER-LEVEL EXECUTIVES EMPLOYED BY YNHH'S EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ITS OFFICER-LEVEL EXECUTIVES, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR OFFICER-LEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL BOARD ON AN ANNUAL BASIS, AS APPLICABLE. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL OFFICER-LEVEL EXECUTIVES EMPLOYED BY YNHH AND ASSURES THAT ALL OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE CONSISTS OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE EXECUTIVE COMPENSATION COMMITTEE IN ITS COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMPENSATION COMMITTEES ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE, AND PROVIDED TO THE YNHH BOARD. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL AVAILABLE DOCUMENTS ARE ACCESSIBLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G 340(B) DISPENSING FEE: PROGRAM SERVICE EXPENSES 57,067,191. MANAGEMENT AND GENERAL EXPENSES 4,596,502. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,663,693. EMPLOYEE RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 592,611. MANAGEMENT AND GENERAL EXPENSES 47,732. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 640,343. OHCA ASSESSMENT: PROGRAM SERVICE EXPENSES 1,281,984. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,281,984. OUTSIDE CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 89,159,994. MANAGEMENT AND GENERAL EXPENSES 7,823,287. FUNDRAISING EXPENSES 209,619. TOTAL EXPENSES 97,192,900. PHYSICIANS FEES: PROGRAM SERVICE EXPENSES 88,614,648. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,614,648. PROFESSIONAL & CONSULTING FEES: PROGRAM SERVICE EXPENSES 6,020,224. MANAGEMENT AND GENERAL EXPENSES 492,776. FUNDRAISING EXPENSES 97,765. TOTAL EXPENSES 6,610,765. SYSTEM SUPPORT FEES: PROGRAM SERVICE EXPENSES 10,458,002. MANAGEMENT AND GENERAL EXPENSES 842,344. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,300,346. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 68,293,304. MANAGEMENT AND GENERAL EXPENSES 5,500,714. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,794,018. YALE U PERSONNEL & SUPPORT FEE: PROGRAM SERVICE EXPENSES 584,806,564. MANAGEMENT AND GENERAL EXPENSES 47,103,512. FUNDRAISING EXPENSES 73. TOTAL EXPENSES 631,910,149. YNHHSC SHARED PROJECT FEES: PROGRAM SERVICE EXPENSES 472,870,954. MANAGEMENT AND GENERAL EXPENSES 38,087,597. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 510,958,551. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES -40,821,370. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1,659,993. TRANSFERS -177,675. ROUNDING -78,843. YALE NEW HAVEN HOSPITAL RABBI TRUST PO BOX 535007 PITTSBURGH PA 152535007 306206686 GRANTORS TRUST-RETIREMENT PLAN PA 7410384 104902203 YALE NEW HAVEN HOSPITAL SSC II LLC 111 GOOSE LANE GUILFORD CT 06437 261709382 HEALTH CARE CT 0 2046374 YALE NEW HAVEN HOSPITAL BRIDGEPORT HOSPITAL 267 GRANT STREET BRIDGEPORT CT 06610 060646554 HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP 1 BRIDGEPORT HOSPITAL FOUNDATION INC 267 GRANT STREET BRIDGEPORT CT 06610 222908698 SYSTEM SUPPORT SERVICES CT 501C3 LINE 7 BRIDGEPORT HOSPITAL 1 GREENWICH HOSPITAL 5 PERRYRIDGE ROAD GREENWICH CT 06830 060646659 HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP 1 LAWRENCE MEMORIAL CORPORATION 365 MONTAUK AVENUE NEW LONDON CT 06320 222553028 PROMOTE HEALTHCARE CT 501C3 LINE 12A, I YALE NEW HAVEN HEALTH SERVICES CORP 1 LAWRENCE MEMORIAL HOSPITAL INC 365 MONTAUK AVENUE NEW LONDON CT 06320 060646704 HEALTHCARE SERVICES CT 501C3 LINE 3 LAWRENCE MEMORIAL CORPORATION 1 LMW HEALTHCARE INC 365 MONTAUK AVENUE NEW LONDON CT 06320 460543230 HEALTHCARE SERVICES RI 501C3 LINE 3 LAWRENCE MEMORIAL CORPORATION 1 NORTHEAST MEDICAL GROUP INC 99 HAWLEY LANE STRATFORD CT 06614 061330992 HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN HEALTH SERVICES CORP 1 NORTHEAST MEDICAL GROUP PLLC 99 HAWLEY LANE STRATFORD CT 06614 352380180 HEALTHCARE SERVICES NY 501C3 LINE 12A, I NORTHEAST MEDICAL GROUP INC 1 PERRYRIDGE COPORATION 5 PERRYRIDGE ROAD GREENWICH CT 06830 061207316 SYSTEM SUPPORT SERVICES CT 501C3 LINE 10 GREENWICH HOSPITAL 1 SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC 267 GRANT STREET BRIDGEPORT CT 06610 061297708 TITLE HOLDING CT 501C2 BRIDGEPORT HOSPITAL 1 THE WESTERLY HOSPITAL FOUNDATION INC 25 WELLS STREET WESTERLY RI 02891 050508064 FUNDRAISING ACTIVITIES RI 501C3 LINE 12A, I LMW HEALTHCARE INC 1 VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC 403 NORTH FRONTAGE ROAD WATERFORD CT 06385 060646616 HOME HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC 1 WESTERLY HOSPITAL AUXILIARY INC 25 WELLS STREET WESTERLY RI 02891 222507181 FUNDRAISING ACTIVITIES RI 501C3 LINE 12A, I LMW HEALTHCARE INC 1 YALE NEW HAVEN CARE CONTINUUM CORP 789 HOWARD AVE NEW HAVEN CT 06519 455235566 NURSING HOME CT 501C3 LINE 3 YALE NEW HAVEN HOSPITAL 1 YALE NEW HAVEN HEALTH AT HOME INC 789 HOWARD AVE NEW HAVEN CT 06519 061044331 HOME HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC 1 YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC 789 HOWARD AVE NEW HAVEN CT 06519 922465235 HOME HEALTHCARE ACTIVITIES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP 1 YALE NEW HAVEN HEALTH SERVICES CORP 789 HOWARD AVE NEW HAVEN CT 06519 222529464 SYSTEM SUPPORT SERVICES CT 501C3 LINE 12A, I N/A 0 YNH MANCHESTER MEMORIAL HOSPITAL INC 789 HOWARD AVE NEW HAVEN CT 06519 922374918 HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP 1 YNH WATERBURY HOSPITAL INC 789 HOWARD AVE NEW HAVEN CT 06519 922353660 HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP 1 YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST 20 YORK STREET NEW HAVEN CT 06510 271374301 INVESTMENT DE N/A 0 0 YNHHSCUSP SURGERY CENTERS LLC 15305 DALLAS PKWY STE 1600 ADDISON TX 75001 384021595 HEALTHCARE SERVICES CT N/A 0 0 CORPORATE PROFESSIONAL BUSINESS SERVICES INC 789 HOWARD AVE NEW HAVEN CT 06519 061467717 MANAGEMENT SERVICES CT N/A C 1 GREENWICH FERTILITY & IVF PC 5 PERRYRIDGE ROAD GREENWICH CT 06830 300145464 HEALTHCARE SERVICES CT N/A C 1 GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY 5 PERRYRIDGE ROAD GREENWICH CT 06830 453833883 HEALTHCARE SERVICES NJ N/A C 1 GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC 5 PERRYRIDGE ROAD GREENWICH CT 06830 061540101 HEALTHCARE SERVICES NY N/A C 1 L & M SYSTEMS INC 365 MONTAUK AVENUE NEW LONDON CT 06320 222553037 HEALTHCARE RELATED SERVCIES CT N/A C 1 L&M HOME CARE SERVICES INC 365 MONTAUK AVENUE NEW LONDON CT 06320 061389272 HOME THERAPY CT N/A C 1 MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC 50 YORK STREET NEW HAVEN CT 06511 061087673 PHARMACY CT N/A C 1 URGENT CARE MEDICAL ASSOCIATES OF MA LLC 1210 BOYLSTON STREET BROOKLINE MA 02467 933649266 URGENT CARE SERVICES MA N/A C 1 URGENT CARE MEDICAL ASSOCIATES OF NEW YORK LLC 31 OLD ROUTE 7 BROOKFIELD CT 06804 814526538 URGENT CARE SERVICES CT N/A C 1 YALE NEW HAVEN AMBULATORY SERVICES 40 TEMPLE STREET NEW HAVEN CT 06510 061398526 HEALTHCARE SERVICES CT N/A C 1 YNHH-PHYSICIANS CORP 789 HOWARD AVE NEW HAVEN CT 06519 061202305 ADMINISTRATIVE SERVICES CT N/A C 1 OAK CAPTIVE INCORPORATED PIC PO BOX 1159 878 WEST BAY ROAD GRAND CAYMAN KY CJ 981846826 CAPTIVE INSURANCE CJ N/A C 0 CHARITABLE REMAINDER UNITRUSTS (7) TRUST CT N/A 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 BRIDGEPORT HOSPITAL I 202051 COST BRIDGEPORT HOSPITAL K 6633192 COST BRIDGEPORT HOSPITAL M 21451660 COST BRIDGEPORT HOSPITAL O 7960546 COST BRIDGEPORT HOSPITAL P 10719904 COST BRIDGEPORT 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HAS CHANGED ITS NAME TO YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK, INC. PART II, NAME CHANGE OF RELATED TAX-EXEMPT ORGANIZATION YALE NEW HAVEN HEALTH AT HOME, INC. - AS OF 4/18/2025, HOME CARE PLUS, INC. HAS CHANGED ITS NAME TO YALE NEW HAVEN HEALTH AT HOME, INC.