TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) William Jennings...................................................................... President/Director	60.00 ................. 0.00	X	X				0	1,474,125	191,193
(2) Michael Daglio...................................................................... Former President	0.00 ................. 60.00					X	0	1,299,825	188,591
(3) Daniel Gottschall MD...................................................................... VP	60.00 ................. 0.00			X			0	613,720	71,208
(4) Christopher Given...................................................................... VP	60.00 ................. 0.00		X				0	437,250	30,357
(5) John Rossi...................................................................... VP	60.00 ................. 0.00			X			0	382,346	64,425
(6) Teresa Fuller...................................................................... VP	60.00 ................. 0.00			X			0	376,215	58,144
(7) Peter Mumma...................................................................... VP	60.00 ................. 0.00			X			333,345	0	47,347
(8) Deborah Lee...................................................................... VP	60.00 ................. 0.00			X			0	308,069	65,576
(9) Karen Kaiser...................................................................... VP	60.00 ................. 0.00			X			265,950	0	52,072
(10) William Hoey...................................................................... VP (Thru July 2024)	60.00 ................. 0.00			X			265,801	0	43,726
(11) Melissa Lanza...................................................................... Registered Nurse	60.00 ................. 0.00				X		252,579	0	55,572
(12) Irene Brown-Reid...................................................................... Registered Nurse	60.00 ................. 0.00				X		269,800	0	34,068
(13) Maureen Gethings...................................................................... Dir Perioperative Svcs	60.00 ................. 0.00				X		269,364	0	30,801
(14) Nicole Loiz...................................................................... Dir Clinical Operations	60.00 ................. 0.00				X		237,547	0	30,245
(15) Manuel Lavoura...................................................................... Pharmacist	60.00 ................. 0.00				X		213,835	0	50,269
(16) Rina Bakalar...................................................................... Director	2.00 ................. 0.00	X					0	0	0
(17) Carol Birks...................................................................... Director	2.00 ................. 0.00	X					0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
ShiftWise Inc (Formerly Origin Inc) PO Box 70870 St Paul,MN55170	Staffing Services	15,314,936
Morrison Management Sp Inc Acute Care 400 Northbridge Road Sandy Springs,GA30350	Food Services	5,051,265
Shearwater Health Inc 30 Burton Hills Blvd Nashville,TN37215	Staffing Services	4,066,001
Berstein-Magoon-Gay LLC PO Box 61323 King of Prussia,PA19406	Laundry Services	1,991,675
Integrated Anesthesia Associates LLC 2 Trap Falls Road Shelton,CT06484	Medical Services	1,773,287
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 64

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SVMC Holdings Inc

Employer identification number

83-2550272

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

SVMC Holdings Inc

Employer identification number

83-2550272

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization SVMC Holdings Inc

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization SVMC Holdings Inc		Employer identification number 83-2550272

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization SVMC Holdings Inc			Employer identification number 83-2550272
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

SVMC Holdings Inc

Employer identification number

83-2550272

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

111,419

Total. Add lines 1c through 1i ....................................................................................................

111,419

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
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 FY24 was $111,419.

Return Reference

Explanation

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 FY24 was $111,419.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

SVMC Holdings Inc

Employer identification number

83-2550272

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	24,004,896	21,078,896	24,101,896	20,425,896
b	Contributions ...	42,000	39,000	10,000	3,000	19,652,630
c	Net investment earnings, gains, and losses	4,533,000	2,976,000	-2,556,000	4,381,000	1,690,849
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	471,000	89,000	477,000	708,000	650,404
f	Administrative expenses ....					267,179
g	End of year balance ......	28,108,896	24,004,896	21,078,896	24,101,896	20,425,896

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

56.000 %

Term endowment right arrow

44.000 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	12,860,500		12,860,500
b	Buildings ....	139,652,761	30,511,356	109,141,405
c	Leasehold improvements	1,698,295	746,589	951,706
d	Equipment ....	116,874,456	46,402,165	70,472,291
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				193,425,902

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
Due to Affiliates	180,591,556
Payable to HHC - Interco Bonds	56,111,960
Other Net Liabilities	14,564,539
Long Term Accrued Malpractice	9,146,663
Hospital Provider User Fee	8,242,251
Current Accrued Malpractice	1,954,555
Accrued Post Retirement Expenses	577,884


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	271,189,408
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

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.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
SVMC Holdings Inc

Employer identification number

83-2550272

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 Bianchi Golf Tournament (event type)	(b) Event #2 Night of Music (event type)	(c) Other events 2 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	122,021	50,874	451,135	624,030
2	Less: Contributions . . . .	93,461	42,929	451,135	587,525
3	Gross income (line 1 minus line 2) . . . . . .	28,560	7,945		36,505

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .		18,000	20,004	38,004
7	Food and beverages . . .	45,390	1,500	51,384	98,274
8	Entertainment . . . .		4,500	650	5,150
9	Other direct expenses . . .	21,916	3,465	75,162	100,543
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				241,971
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-205,466

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SVMC Holdings Inc

Employer identification number

83-2550272

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other 25000.0000000000 %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 55000.0000000000 %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	12,154,534		12,154,534	1.780 %
b	Medicaid (from Worksheet 3, column a) . . . . .	137,230,328	108,143,365	29,086,963	4.250 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	149,384,862	108,143,365	41,241,497	6.030 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	5,783,209	2,382,528	3,400,681	0.500 %
f	Health professions education (from Worksheet 5) . . .	10,710,950	4,486,524	6,224,426	0.910 %
g	Subsidized health services (from Worksheet 6) . . . .	3,789,198		3,789,198	0.550 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	1,041,139		1,041,139	0.150 %
j	Total. Other Benefits . .	21,324,496	6,869,052	14,455,444	2.110 %
k	Total. Add lines 7d and 7j .	170,709,358	115,012,417	55,696,941	8.140 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support			24,951		24,951	0 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total			24,951		24,951	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

15,007,578

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

101,781,927

Enter Medicare allowable costs of care relating to payments on line 5.....

101,829,642

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-47,715

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
11 Connecticut Orthopedic Management LLC	Management and Process Improvement of Orthopedic Service Lines	50.000 %	50.000 %
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2023

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	SVMC Holdings Inc dba St Vincent's Medical Ctr 2800 Main Street Bridgeport,CT06606 0077	X	X	X	X

Schedule H (Form 990) 2023

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	SVMC Holdings Inc dba St Vincent's Me
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): See Part V, Page 8

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): See Page V, Page 8

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	SVMC Holdings Inc dba St Vincent's Me
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 250.000000000000%
and FPG family income limit for eligibility for discounted care of 550.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

See Part V, Page 8

The FAP application form was widely available on a website (list url):

See Part V, Page 8

A plain language summary of the FAP was widely available on a website (list url):
See Part V, Page 8

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	SVMC Holdings Inc dba St Vincent's Me
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	SVMC Holdings Inc dba St Vincent's Me
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
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 and to increase diversity 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 2022 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 2022 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.CHNA research:- Analysis of Health and Socioeconomic Data Public health statistics, demographic and social measures, and healthcare utilization data were collected and analyzed to develop a comprehensive community profile. - Community Survey of Lived Experiences As part of the DataHaven Community Wellbeing Survey across Connecticut, a telephone survey was conducted with community residents to document lived experiences and personal perspectives of health and wellbeing. - Key Informant Survey and Interviews Surveys and interviews were conducted with key informants to better understand the impact of COVID-19 on the community and diverse populations. - Input on Priority Health Needs from Community Representatives Residents from diverse communities were asked what they saw as priority health needs, and how those issues impact their day-to-day lives. - Input from Experts and Key Stakeholders Health and social service providers, public health experts, and representatives from a wide range of community-based organizations participated in the CHNA to guide the process and provide their expertise on community health needs. 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). The members of HIA include:Access Health CTAlliance 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
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 2022 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.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 2022 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 2022 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 2022 CHNA and chosen for action though CHIP for 2023-2025 cycle are:* Reduce the Burden of Chronic Disease, and Promote Healthy Behaviors and Lifestyles* Improve Access to Care* Enhance Behavioral Health Services* Strengthen Communities and Families (Child Wellbeing)Prioritized communities:* disadvantaged communities, people of color, and others who have historically lacked adequate access to services.Objective/goal progress: Reduce the Burden of Chronic Disease, and Promote Healthy Behaviors and Lifestyles* Know Your Numbers (KYN): In FY24, in partnership with the Health Improvement Alliance, conducted 479 blood pressure, 334 A1C, and 310 BMI screenings; distributed 228 blood pressure cuffs. St. Vincent's staff conducted screenings at the St. Vincent's Farm Stand and in community settings; totals were 721 blood pressure screenings, 311 A1C screenings, and 286 cuffs distributed. * St. Vincent's Food Distribution: In FY24, St. Vincent's continued its partnership with Connecticut Foodshare to offer free, bi-weekly mobile food distributions on campus for the community. From October 2023 to September 2024, 6,603 persons were served.* St. Vincent's Farm Stand: Seasonal weekly farm stand hosted on campus as part of the Bridgeport Farmers Market Collaborative. The 2024 season, processed $2,012 in SNAP, redeemed $9,275 in Bridgeport Bucks, and matched $3,245 in Famers Market Nutrition Program (FMNP) checks. The farm stand served more than 3200 persons. Hosted six healthy cooking demos. * Healthy Lifestyles Task Force (HIA): St. Vincent's co-chair of the Healthy Lifestyles task force. Multiple colleagues serve on the task force, supporting and/or leading CHIP-related projects. Estimated 33 staff hours planning/participating in 11 meetings.* Parish Nurse Program: St. Vincent's Parish Nurse program extends healthcare services through local congregations. The program currently supports 73 churches and 177 nurses. The nurses reported a total of 2,530 encounters, and our staff had more than 1200 encounters.* 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. * Bridgeport Bucks: With grant support, St. Vincent's purchased two separate blocks of Bridgeport Bucks, currency/coupons from Bridgeport Farmers Market Collaborative (BFMC) redeemable for fresh fruits, vegetables, honey, eggs and other farm made products at any of its nine markets throughout the city including the St. Vincent's Farm Stand. In addition, St. Vincent's secured a $10,000 grant from the Community Environmental Benefit Fund to support BFMC on behalf of the Health Improvement Alliance to purchase 1820 - $5 vouchers. 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. * Hope Charitable Pharmacy of Greater Bridgeport: Provides short-term and long-term medication assistance to eligible patients through licensed pharmacist and trained personnel. In FY24, 2011 patients (no duplicates) were served, and the pharmacy filled 17,421 prescriptions valued at $2,428,948.38.* Health Improvement Alliance (HIA): 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. St. Vincent's colleagues serve on the Community Coalition, the Coordinating Team, and the Access to Care Task Force. * St. Vincent's Community Health Worker (CHW) Pilot Program: Funded by American Rescue Plan Act (ARPA) and Connecticut Health Foundation (CHF) grants, St. Vincent's pilot program was staffed in May 2022. The overall goal of the program is to embed CHWs in the hospital to serve patients and community members in need, particularly those negatively affected by social drivers of health. 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. * 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 FY2024, 257 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 100 patients. * Behavioral Health Task Force (HIA): St. Vincent's colleague serves as facilitator for monthly Behavioral Health task force meeting. Multiple colleagues serve on the task force, supporting and/or leading CHIP-related projects. In-kind donation of 27 staff hours.* Mental Health First Aid Training (MHFA): Utilizing grant from the Social Equity Council and United Way, the Behavioral Health Task Force of HIA led program that trained six Adult Mental Health First Aid (MHFA) certified instructors, with two being dually certified in English and Spanish. Together with two certified instructors for Youth MHFA from The Hub, the group trained and certified 155 Mental Health First Aiders in Bridgeport: 119 Adult MHFA (44 Spanish) and 36 Youth MHFA. Strengthen Communities and Families (Child Wellbeing)* The Connecticut Family Bridge Program: Family Bridge, the Universal Nurse Home Visting/CHW Pilot Program launched at St. Vincent's on 5/15/24. Family Bridge is a free service for families with new babies in Connecticut to ease their transition from hospital to home. * Diaper Connections program: Launched in September 2022 in partnership with the Connecticut Hospital Association and Diaper Bank of CT, Diaper Connections offers diapers to low-income families who screen for diaper insecurity. From September 2022 to June 2024, we connected 134 families for 22 months to the program and facilitated the distribution of more than 125,000 diapers, period products and adult incontinence products. * Child Wellbeing Task Force (HIA): Two colleagues participate in Child Wellbeing Task Force meeting; one serves as facilitator. * Adverse Childhood Experiences: Screened the documentary film "Resilience: The Biology of Stress and the Science of Hope".* 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 125 pediatric patients on November 4, 2023.All needs identified in the CHNA for HIA intervention are currently being addressed. Housing is not being addressed directly by this CHNA.
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.

Schedule H (Form 990) 2023

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?16
Name and address		Type of Facility (describe)
1	1 - St Vincent's Op Oncology 425 Post Road Fairfield,CT06824	Outpatient Oncology Physician Services
2	2 - St Vincent's Center For Wound Healing 3272 Main Street Stratford,CT06614	Wound Care Services
3	3 - St Vincent's Op Infusion 425 Post Road Fairfield,CT06824	Outpatient Infusion Services
4	4 - St Vincent's Behavioral Health Services 2400 Main Street Bridgeport,CT066065323	Outpatient Behavioral Health Services
5	5 - St Vincent's Center For Wound Healing 115 Technology Drive Trumbull,CT06611	Wound Care Services
6	6 - St Vincent's Heart and Vascular Center 32 Knight Street Suite 102 Norwalk,CT06851	Heart and Vascular Services
7	7 - St Vincent's Op Rehab 300 Post Road Westport,CT06880	Outpatient Rehab Services
8	8 - St Vincent's Op Rehab 3272 Main Street Stratford,CT06614	Outpatient Rehab Services
9	9 - St Vincent's Behavioral Health Services 1 Lois Street Norwalk,CT06851	Outpatient Behavioral Health Services
10	10 - St Vincent's Heart and Vascular Center 2979 Main Street Bridgeport,CT06606	Heart and Vascular Services
11	11 - St Vincent's Op Rehab 205 Sub Way Suite 100 Milford,CT06461	Outpatient Rehab Services
12	12 - St Vincent's Heart and Vascular Center 1177 Summer Street 5Th Floor Stamford,CT06905	Heart and Vascular Services
13	13 - St Vincent's Op Rehab 1 Cellini Place Suite 101 West Haven,CT06516	Outpatient Rehab Services
14	14 - St Vincent's Sleep Neurology 4 Corporate Drive Shelton,CT06484	Sleep Lab
15	15 - St Vincent's Op Rehab 401 Monroe Turnpike Suite 100 Monroe,CT06468	Outpatient Rehab Services
16	16 - St Vincent's Heart and Vascular Center 115 Technology Drive Trumbull,CT06611	Heart and Vascular Services

Schedule H (Form 990) 2023

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
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) interacts with the community to address needs and facilitate appropriate responses. For FY24, SVMC expended $24,951 on community building activities.
Part III, Line 3:	A pre-bad debt financial assistance screening is in place to identify patients that may be eligible for financial assistance. Pre-bad debt accounts that are identified as meeting the requirements are adjusted prior to being sent to bad debt. Therefore, any bad debt expense that could have been attributable to charity care at the end of FY 2024 would be immaterial.
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 GarnishmentsLiens on primary and secondary residences, bank or investment accounts, or other assetsLegal actions and reporting the matter to one or more credit rating agenciesOther 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 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 Systemwide, 100 interviews and 30 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 400 households and community surveys with 131 diverse community residents across Greater Bridgeport.The 2022 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 2022 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.* Community Research Consulting - buildcommunity.com - CRC correlated data across all research efforts and facilitated multiple meetings with community partners and stakeholders. Applying insights from these sessions, CRC developed the CHNA report and led strategic planning in creation of the Community Health Improvement Plan (CHIP).* Community Wisdom/NRC Health - nrchealth.com - Community Wisdom/NRC Health conducted community conversations through a series of interviews and surveys of 142 diverse community residents during March and April 2022 to collect feedback on community health priorities.Based on data analysis and community input, 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:	St. Vincent's Medical Center is a licensed 473-bed community teaching and referral hospital with a Level II trauma center and a 76-bed inpatient psychiatric facility in Westport. The Medical Center offers a full range of inpatient and outpatient services with regional centers of excellence in cardiology, surgery, cancer care, orthopaedics, family birthing, behavioral health, and an array of specialized services. St. Vincent's Medical Center is a fully Catholic hospital, founded in 1903 by the Daughters of Charity. In October 2019, St. Vincent's became part of Hartford HealthCare. With 36,000 colleagues, Hartford HealthCare's unified culture enhances access, affordability, equity and expertise. Hartford HealthCare operates seven acute-care hospitals, air-ambulance services, behavioral health and rehabilitation services, a physician group and clinical integration organization, skilled-nursing and home health services, and a comprehensive range of services for seniors, including senior-living facilities. For more information, please visit https://hartfordhealthcare.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. Forty-nine 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.* Forty-two 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.* 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.Bridgeport:As of 2020, the population of Bridgeport is 148,654, including 34,938 children and 113,716 adults. Eighty-four percent of Bridgeport's residents are people of color, compared to 37 percent of the residents statewide. The composite snapshot indicates: * The town's population has increased by 3.1 percent since 2010. * Of the town's 50,638 households, 42 percent are homeowner households.* Forty-three percent of Bridgeport's households are cost-burdened, meaning they spend at least 30 percent of their total income on housing costs.* Seventy-six percent of public high school seniors in the Bridgeport School District graduated within four years in 2019. * Among the town's adults ages 25 and up, 19 percent have earned a bachelor's degree or higher. * Bridgeport is home to 42,048 jobs, with the largest share in the Health Care and Social Assistance sector. * Bridgeport's average life expectancy is 77.7 years. * Forty-nine percent of adults in Bridgeport say they are in excellent or very good health. * In 2020, 73 people in Bridgeport died of drug overdoses. * Sixty-seven percent of adults in Bridgeport are satisfied with their area, and 29 percent say their local government is responsive to residents' needs. * In the 2020 presidential election, 72 percent of registered voters in Bridgeport voted. * Seventy-eight percent of adults in Bridgeport report having stores, banks, and other locations in walking distance of their home, and 77 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

Schedule H (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
SVMC Holdings Inc

Employer identification number
83-2550272

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) Southwest Community Health Center Inc 46 Albion Street Bridgeport,CT06605	06-1023013	501(c)(3)	422,742	Southwest Community Health Center Inc. is dedicated to providing high quality, accessible medical, dental and behavioral health services to individuals and families, in the Greater Bridgeport area, especially the uninsured, who reside in the medically underserved Southwest Bridgeport community.
(2) Connecticut Cancer Foundation Inc 15 North Main Street Old Saybrook,CT06475	06-1240574	501(c)(3)	100,000	The Connecticut Cancer Foundation is committed to reducing the burden of cancer for Connecticut cancer patients and their families. They provide direct financial assistance to Connecticut cancer patients for everyday living expenses such as rent, mortgage, utilities, car payments, medical co-pays, food, medications and more.
(3) The RiseUP Group Inc 942 Main Street Hartford,CT06103	45-5512480	501(c)(3)	25,593	Sponsorship for Three City Art for Hope Tour.
(4) Bridgeport Regional Business Council 10 Middle Street 14th Floor Bridgeport,CT06604	06-0271980	501(c)(6)	20,000	BRBC Holiday Dinner and Susan L. Davis Leadership Award Sponsorship.
(5) Catholic Charities of Fairfield County Inc 238 Jewett Avenue Bridgeport,CT06606	06-0653053	501(c)(3)	20,000	Sponsorship for Connie's Eat Smart Market Place Food Pantry and Thomas Merton Family Center Breakfast and Lunch Program.
(6) Lifebridge Community Services Inc 475 Clinton Avenue Bridgeport,CT06605	06-0646974	501(c)(3)	20,000	Lifebridge Community Services, Inc. is committed to addressing the complex mental health and wellness challenges youth, adults and families face in the greater Bridgeport and Fairfield communities. They provide trauma-informed services and promote collaboration and shared learning.
(7) nOURish Bridgeport Inc PO Box 1859 Bridgeport,CT06601	27-4186000	501(c)(3)	20,000	nOURish Bridgeport, Inc. provides the community weekly with groceries from their Super Food Pantry, babies monthly with formula and diapers from their Baby Center, hot meals from their Soup Kitchen and English Language and Citizenship classes.
(8) Bridgeport Caribe Youth Leaders Inc 1067 Park Avenue Bridgeport,CT06604	20-0421577	501(c)(3)	7,500	Sponsorship for Community Program Support and Caribe Gala.
(9) Connecticut Institute for Refugees & Immigrants 670 Clinton Avenue Bridgeport,CT06605	06-0669118	501(c)(3)	7,500	Connecticut Institute for Refugees & Immigrants provides resettlement services for newly arriving refugees, meeting basic human needs and assisting client achieve self-sufficiency.
(10) Make The Road States Inc dba Make the Road CT 87 Washington Avenue Bridgeport,CT06604	84-3988830	501(c)(3)	7,500	Sponsorship for Health Fair. Make the Road CT builds memberships with low-income and working class Latinx living in Bridgeport and Hartford. They work for immigrant rights and offer programs aimed at improving the health of Connecticut immigrants, as well as access to high quality affordable healthcare.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
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.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SVMC Holdings Inc

Employer identification number

83-2550272

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1William Jennings President/Director	(i) (ii)	0 ------------- 994,075	0 ------------- 468,698	0 ------------- 11,352	0 ------------- 153,251	0 ------------- 37,942	0 ------------- 1,665,318	0 ------------- 0
2Michael Daglio Former President	(i) (ii)	0 ------------- 814,076	0 ------------- 479,677	0 ------------- 6,072	0 ------------- 148,374	0 ------------- 40,217	0 ------------- 1,488,416	0 ------------- 0
3Daniel Gottschall MD VP	(i) (ii)	0 ------------- 462,397	0 ------------- 146,664	0 ------------- 4,659	0 ------------- 23,100	0 ------------- 48,108	0 ------------- 684,928	0 ------------- 0
4Christopher Given VP	(i) (ii)	0 ------------- 326,970	0 ------------- 108,616	0 ------------- 1,664	0 ------------- 23,100	0 ------------- 7,257	0 ------------- 467,607	0 ------------- 0
5John Rossi VP	(i) (ii)	0 ------------- 282,960	0 ------------- 98,732	0 ------------- 654	0 ------------- 23,100	0 ------------- 41,325	0 ------------- 446,771	0 ------------- 0
6Teresa Fuller VP	(i) (ii)	0 ------------- 280,583	0 ------------- 94,683	0 ------------- 949	0 ------------- 23,100	0 ------------- 35,044	0 ------------- 434,359	0 ------------- 0
7Peter Mumma VP	(i) (ii)	260,150 ------------- 0	72,132 ------------- 0	1,063 ------------- 0	23,100 ------------- 0	24,247 ------------- 0	380,692 ------------- 0	0 ------------- 0
8Deborah Lee VP	(i) (ii)	0 ------------- 226,135	0 ------------- 79,715	0 ------------- 2,219	0 ------------- 22,123	0 ------------- 43,453	0 ------------- 373,645	0 ------------- 0
9Karen Kaiser VP	(i) (ii)	201,034 ------------- 0	63,000 ------------- 0	1,916 ------------- 0	16,930 ------------- 0	35,142 ------------- 0	318,022 ------------- 0	0 ------------- 0
10William Hoey VP (Thru July 2024)	(i) (ii)	201,599 ------------- 0	59,935 ------------- 0	4,267 ------------- 0	18,724 ------------- 0	25,002 ------------- 0	309,527 ------------- 0	0 ------------- 0
11Melissa Lanza Registered Nurse	(i) (ii)	210,519 ------------- 0	40,365 ------------- 0	1,695 ------------- 0	18,644 ------------- 0	36,928 ------------- 0	308,151 ------------- 0	0 ------------- 0
12Irene Brown-Reid Registered Nurse	(i) (ii)	237,177 ------------- 0	32,351 ------------- 0	272 ------------- 0	19,305 ------------- 0	14,763 ------------- 0	303,868 ------------- 0	0 ------------- 0
13Maureen Gethings Dir Perioperative Svcs	(i) (ii)	234,367 ------------- 0	34,500 ------------- 0	497 ------------- 0	19,079 ------------- 0	11,722 ------------- 0	300,165 ------------- 0	0 ------------- 0
14Nicole Loiz Dir Clinical Operations	(i) (ii)	205,725 ------------- 0	31,529 ------------- 0	293 ------------- 0	17,006 ------------- 0	13,239 ------------- 0	267,792 ------------- 0	0 ------------- 0
15Manuel Lavoura Pharmacist	(i) (ii)	211,829 ------------- 0	600 ------------- 0	1,406 ------------- 0	15,694 ------------- 0	34,575 ------------- 0	264,104 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
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, Line 4b	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 the plan 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 occurence 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. 2023 SERP Accruals were made on behalf of the following individuals: Michael Daglio $125,274 William Jennings $130,151
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.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

SVMC Holdings Inc

Employer identification number

83-2550272

Return Reference	Explanation
Form 990, Part VI, Section A, line 4	On December 14, 2023, the Board of Directors of Hartford HealthCare Corporation, SVMC Holdings, Inc.'s member, approved an amendment and restatement of the SVMC Holdings, Inc.'s Certificate of Incorporation and Bylaws. The Amended and Restated Certificate and Bylaws includes an amendment to Section 10 regarding indemnification. 1. Section 10 regarding indemnification has been updated to include that the Corporation may provide resolution unless indemnification is otherwise mandated as set forth in the Bylaws.
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 159,754,476. Management and general expenses 0. Fundraising expenses 0. Total expenses 159,754,476.
Form 990, Part XI, line 9:	Transfer to Affiliated Entity 3,061,493. Change in Interest in St. Vincent's Medical Center Foundation, Inc. 5,407,576.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

SVMC Holdings Inc

Employer identification number

83-2550272

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) St Vincent's Medical Co-Management LLC 2800 Main Street Bridgeport,CT06606 06-0646886	Management Company	CT	0	0	SVMC Holdings Inc dba St Vincent's Medical Center

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)Backus HealthCare Inc 326 Washington Street Norwich,CT06360 22-2481794	Supporting Organization	CT	501(c)(3)	12 (a)	Hartford HealthCare Corporation	Yes
(2)Connecticut Health System Inc 80 Seymour Street Hartford,CT06102 22-2779421	Coordination of Health Care Delivery	CT	501(c)(3)	12 (c)	Hartford HealthCare Corporation	Yes
(3)Hartford HealthCare ACO Inc 1290 Silas Deane Hwy 2nd Floor Wethersfield,CT06109 46-0886367	Government Contracts	CT	501(c)(3)	7	Hartford HealthCare Medical Group Inc	Yes
(4)Hartford HealthCare at Home Inc 1290 Silas Deane Hwy Suite 4B Wethersfield,CT06109 06-0646938	Home Healthcare	CT	501(c)(3)	10	Hartford HealthCare Corporation	Yes
(5)Hartford HealthCare Corporation 100 Pearl Street Hartford,CT06103 22-2672834	Support & Management Svcs. To HH and Affiliates	CT	501(c)(3)	12 (c)	N/A		No
(6)Hartford HealthCare Endowment LLC 80 Seymour Street Hartford,CT06102 45-4181103	Investment Management	CT	501(c)(3)	12 (a)	Hartford HealthCare Corporation	Yes
(7)Hartford HealthCare Independence at Home Inc 1290 Silas Deane Hwy Suite 4B Wethersfield,CT06109 06-1161422	Home Healthcare	CT	501(c)(3)	10	Hartford HealthCare at Home Inc	Yes
(8)Hartford Healthcare Medical Group Specialists PLLC 1290 Silas Deane Highway 2nd Floor Wethersfield,CT06109 37-1911194	Medical Services	CT	501(c)(3)	10	Hartford HealthCare Medical Group Inc	Yes
(9)Hartford HealthCare Medical Group Inc 1290 Silas Deane Highway 2nd Floor Wethersfield,CT06109 45-4456939	Medical Services	CT	501(c)(3)	10	Hartford HealthCare Corporation	Yes
(10)Hartford HealthCare Senior Services Inc 45 Meriden Avenue Southington,CT06489 22-2635676	Sub-Acute & Long Term Healthcare	CT	501(c)(3)	10	Hartford HealthCare Corporation	Yes
(11)Hartford Hospital 80 Seymour Street Hartford,CT06106 06-0646668	Healthcare Services	CT	501(c)(3)	3	Hartford HealthCare Corporation	Yes
(12)Hartford Hospital Auxiliary co Hartford Hospital 80 Seymour Street Hartford,CT06102 06-6040747	Fundraising	CT	501(c)(3)	10	Hartford Hospital	Yes
(13)Midstate Medical Center 435 Lewis Avenue Meriden,CT06451 06-0646715	Healthcare Services	CT	501(c)(3)	3	Hartford HealthCare Corporation	Yes
(14)Midstate Medical Center Auxiliary 435 Lewis Avenue Meriden,CT06451 06-6063082	Fundraising	CT	501(c)(3)	12 (a)	Midstate Medical Center	Yes
(15)Mulberry Gardens of Southington LLC 58 Mulberry Street Plantsville,CT06479 82-0586577	Assisted Living & Adult Day Care Facility	CT	501(c)(3)	10	Hartford HealthCare Senior Services Inc	Yes
(16)Natchaug Hospital Inc 189 Storrs Road Mansfield Center,CT06226 06-0966963	Behavioral Health	CT	501(c)(3)	3	Hartford HealthCare Corporation	Yes
(17)Rushford Center Inc 883 Paddock Avenue Meriden,CT06450 06-0932875	Substance Abuse Healthcare Services	CT	501(c)(3)	7	Hartford HealthCare Corporation	Yes
(18)Rushford Foundation Inc 883 Paddock Avenue Meriden,CT06450 06-1432692	Supporting Organization	CT	501(c)(3)	12 (a)	Rushford Center Inc	Yes
(19)St Vincent's Development Inc 95 Merritt Boulevard Trumbull,CT06611 22-2554128	Holding Company	CT	501(c)(25)		St Vincent's Health Services Corp	Yes
(20)St Vincent's Health Services Corp 2800 Main Street Bridgeport,CT06606 22-2558134	Supporting Organization	CT	501(c)(3)	12 (a)	SVMC Holdings Inc dba St Vincent's Medical Center	Yes
(21)St Vincent's Multispecialty Group Inc 2800 Main Street Bridgeport,CT06606 80-0458769	Healthcare Services	CT	501(c)(3)	12 (a)	SVMC Holdings Inc dba St Vincent's Medical Center	Yes
(22)St Vincent's Medical Center Foundation Inc 2800 Main Street Bridgeport,CT06606 22-2558132	Fundraising	CT	501(c)(3)	7	SVMC Holdings Inc dba St Vincent's Medical Center	Yes
(23)St Vincent's Special Needs Center Inc 95 Merritt Boulevard Trumbull,CT06611 06-0702617	Residential Services for Handicapped	CT	501(c)(3)	10	St Vincent's Health Services Corp	Yes
(24)The Charlotte Hungerford Hospital 540 Litchfield Street PO Box 988 Torrington,CT06790 06-0646678	Healthcare Services	CT	501(c)(3)	3	Hartford HealthCare Corporation	Yes
(25)The Hospital of Central CT and Bradley Memorial 100 Grand Street New Britian,CT06052 06-0646768	Healthcare Services	CT	501(c)(3)	3	Hartford HealthCare Corporation	Yes
(26)The Orchards of Southington 34 Hobart Street Southington,CT06489 06-1490803	Residential Services for Senior Citizens	CT	501(c)(3)	10	Hartford HealthCare Senior Services Inc	Yes
(27)The William W Backus Hospital 326 Washington Street Norwich,CT06360 06-0250773	Hospital	CT	501(c)(3)	3	Hartford HealthCare Corporation	Yes
(28)Windham Community Memorial Hospital 112 Mansfield Avenue Willimantic,CT06226 06-0646966	Healthcare Services	CT	501(c)(3)	3	Hartford HealthCare Corporation	Yes
(29)Windham Hospital Foundation Inc 112 Mansfield Avenue Willimantic,CT06226 56-2546632	Supporting Organization	CT	501(c)(3)	12 (a)	Windham Community Memorial Hospital	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) Advanced Medical Imaging of NW CT LLC 57 Commercial Blvd Torrington,CT06790 06-1594854	Magnetic Resonance Imaging	CT	N/A				No			No
(2) Ambulance Service of Manchester LLC PO Box 300 Manchester,CT06450 06-1557358	Ambulatory Service	CT	N/A				No			No
(3) Central Connecticut Endoscopy Center 440 New Britain Avenue Plainville,CT06062 14-1855010	Endoscopy Svcs	CT	N/A				No			No
(4) Connecticut Imaging Partners LLC 1500 Concord Terrace Sunrise,FL33323 13-4298940	Imaging Services	CT	N/A				No			No
(5) Connecticut Orthopaedic Surgery Center LLC 100 Avon Meadow Lane Avon,CT06001 83-2570191	Surgery Svcs	CT	N/A				No			No
(6) Connecticut Proton Therapy Center LLC 789 Howard Ave Suite CB 230 New Haven,CT06519 87-1371777	Proton Therapy Services	CT	N/A				No			No
(7) Constitution Surgery Center East LLC 174 Cross Road Waterford,CT06385 06-1574704	Surgery Svcs	CT	N/A				No			No
(8) CT GI Endoscopy Center LLC ( Bloomfield) 4 Northwestern Drive Bloomfield,CT06002 06-1573358	GI Services	CT	N/A				No			No
(9) Glastonbury Endoscopy Center LLC 300 Western Blvd Suite B Glastonbury,CT06033 26-1721234	Endoscopy Svcs	CT	N/A				No			No
(10) Glastonbury Surgery Center LLC 195 Eastern Boulevard Glastonbury,CT06033 26-2600828	Surgery Svcs	CT	N/A				No			No
(11) Hartford-Middlesex Clinical System LLC 80 Seymour Street Hartford,CT06110 06-1543605	Affiliate Support Services	CT	N/A				No			No
(12) HHC Hartford Surgery Center LLC 100 Avon Meadow Lane Avon,CT06001 81-2637261	Surgery Svcs	CT	N/A				No			No
(13) HHC Southington Surgery Center LLC 100 Avon Meadow Lane Avon,CT06001 46-5500829	Surgery Svcs	CT	N/A				No			No
(14) Hartford HealthCare-GoHealth Urgent Care LLC 5555 Glenridge Connector Suite 700 Atlanta,GA30342 81-5112698	Urgent Care Services	DE	N/A				No			No
(15) New Britain MRI Limited Partnership 100 Grand Street New Britain,CT06050 06-1271349	Magnetic resonance imaging	CT	N/A				No			No
(16) Rocky Hill Surgery Center LLC 1111 Cromwell Avenue Building 1 Rocky Hill,CT06067 83-3096156	Surgery Svcs	CT	N/A				No			No
(17) The Endoscopy Center of Northwest Connecticut LLC 245 Alvord Park Road Torrington,CT06790 06-1609993	Endoscopy Svcs	CT	N/A				No			No
(18) Wallingford Endoscopy Center LLC 863 North Main Street Ext Suite 300 Wallingford,CT06492 82-4601730	Endoscopy Svcs	CT	N/A				No			No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) Aetna Ambulance Service Inc PO Box 1150 Manchester,CT06045 06-0795431	Ambulance Services	CT	N/A	C				Yes
(2) American Ambulance Services Inc One American Way Norwich CT,CT06360 06-1028857	Ambulance Services	CT	N/A	S				Yes
(3) American Professional Educational Services Inc One American Way Norwich CT,CT06360 06-1459930	Educational Services	CT	N/A	S				Yes
(4) Backus Medical Center Condo Assoc Inc 330 Washington Street Norwich,CT06360 06-1542647	Condo Association	CT	N/A	C				Yes
(5) CenConn Services Inc 100 Grand Street New Britain,CT06050 22-2836001	Billing Services	CT	N/A	C				Yes
(6) ConnCare Inc 326 Washington Street Norwich,CT06360 06-1387598	Health Care Services	CT	N/A	C				Yes
(7) HHMOB Corporation 80 Seymour Street PO Box 5037 Hartford,CT06102 06-1140244	Real Estate & Parking	CT	N/A	C				Yes
(8) Hartford HealthCare Indemnity Services Ltd FB Perry Bld 40 Church Street Hamilton BD	Captive Insurance	BD	N/A	C				Yes
(9) Hunter's Ambulance Service Inc 450 West Main Street Meriden,CT06451 06-0789464	Ambulance Services	CT	N/A	S				Yes
(10) Meriden Imaging Center Inc 101 North Plains Industrial Road Meriden,CT06429 06-1541468	Imaging	CT	N/A	S				Yes
(11) Metro Wheelchair Service Inc PO Box 300 Manchester,CT06045 06-0878432	Wheelchair Services	CT	N/A	C				Yes
(12) The Cancer Care Fund Of The Litchfield Hills Inc 200 Kennedy Drive Torrington,CT06790 51-0474072	Cancer Care Fund	CT	N/A	C				Yes
(13) Windham Professional Office Condo Assoc 112 Mansfield Avenue Willimantic,CT06226 06-1090041	Condo Association	CT	N/A	C				Yes

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Hartford Hospital	O	1,090,478	FMV
(2) Hartford Hospital	Q	229,926	FMV
(3) Hartford Hospital	S	16,130,346	FMV
(4) Hartford Hospital	R	1,957,087	FMV
(5) Hartford Hospital	P	4,193,874	FMV
(6) Hartford Hospital	M	1,589,198	FMV
(7) Hartford HealthCare at Home Inc	O	266,761	FMV
(8) Hartford HealthCare Medical Group Specialists PLLC	A	1,329,118	FMV
(9) Hartford HealthCare Medical Group Specialists PLLC	L	1,596,742	FMV
(10) Hartford HealthCare Medical Group Specialists PLLC	O	8,752,478	FMV
(11) Hartford HealthCare Medical Group Specialists PLLC	Q	314,956	FMV
(12) Hartford HealthCare Medical Group Specialists PLLC	S	940,550	FMV
(13) Hartford HealthCare Medical Group Specialists PLLC	R	877,095	FMV
(14) Hartford HealthCare Medical Group Specialists PLLC	P	1,802,761	FMV
(15) Hartford HealthCare Medical Group Specialists PLLC	M	37,371,008	FMV
(16) St Vincent's Special Needs Center Inc	L	353,224	FMV
(17) St Vincent's Special Needs Center Inc	P	241,736	FMV
(18) The Charlotte Hungerford Hospital	S	313,450	FMV
(19) The Charlotte Hungerford Hospital	P	352,031	FMV
(20) St Vincent's Development Inc	L	203,308	FMV
(21) St Vincent's Development Inc	R	942,723	FMV
(22) St Vincent's Development Inc	M	252,476	FMV
(23) The William W Backus Hospital	Q	73,863	FMV
(24) The William W Backus Hospital	P	82,816	FMV
(25) St Vincent's Multispecialty Group Inc dba HHC Neighborhood Health	S	63,580	FMV
(26) St Vincent's Multispecialty Group Inc dba HHC Neighborhood Health	R	133,448	FMV
(27) Hartford HealthCare Medical Group Inc	R	51,687,216	FMV
(28) Hartford HealthCare Rehabilitation Network LLC	R	121,584	FMV
(29) St Vincent's Medical Center Foundation Inc	C	1,662,031	FMV

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: To improve the health and well-being of all people in the communities we serve.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	2,996
6	Total number of volunteers (estimate if necessary) .............	6	95
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	402,796
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	133,738

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,787,397	5,820,415
9	Program service revenue (Part VIII, line 2g) .........	614,714,110	637,837,061
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	143,850	134,917
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-3,380,612	-5,855,829
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	616,264,745	637,936,564
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	902,194	650,835
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	218,621,763	231,046,232
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,374,278
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	418,420,005	452,035,003
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	637,943,962	683,732,070
19	Revenue less expenses. Subtract line 18 from line 12.......	-21,679,217	-45,795,506
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	313,245,742	372,892,410
21	Total liabilities (Part X, line 26).............	220,257,173	317,230,278
22	Net assets or fund balances. Subtract line 21 from line 20.....	92,988,569	55,662,132

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 92,975,319 including grants of $ ) (Revenue $ 120,679,273 )
	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 FY24, the Center had 33,959 cases with an average length of stay of 4.8 days.

4b	(Code: ) (Expenses $ 66,404,358 including grants of $ ) (Revenue $ 73,629,778 )
	Hartford HealthCare is Connecticut's most comprehensive healthcare network. Our fully integrated health system includes a tertiary-care teaching hospital, an acute-care community teaching hospital, an acute-care hospital and trauma center, and two community hospitals. The Cancer Institute, headed by a visionary leadership team, offers the same high-quality care you'd get at an academic health system but delivered in convenient community settings. Advanced treatments and services are available in offices and centers across our system all offered by fellowship-trained experts in various types of cancer. These community efforts are enhanced by our membership in the Memorial Sloan Kettering (MSK) Cancer Alliance. This connection offers invaluable access to current research trials that can connect you with the latest medications and treatments for your cancer. Often, you can join research trials from the convenience of your local Cancer Institute site. This distinctive cancer care and clinical research partnership means the Hartford HealthCare Cancer Institute brings the most innovative, evidence-based cancer care from MSK directly into community settings across our state. Previously, patients had to travel to New York to get this level of care.Partnering with MSK has helped Hartford HealthCare expand its research portfolio to include more cancer types than ever before, and to add a Cancer Care Innovation Unit at Hartford Hospital. The unit enables Hartford HealthCare to provide Phase I clinical trials to patients, meaning they have access to the most promising drugs in the development pipeline.We've also drafted standards that guarantee you will receive the same high level of care no matter which location you visit or provider you see. Our community approach to cancer treatment has been recognized nationally. In 2017, the Cancer Institute became one of only a few U.S. systems to earn the American College of Surgeons' Commission on Cancer accreditation. Historically, such approval was only given to individual locations. The Hartford HealthCare Cancer Institute encompasses comprehensive cancer centers at seven hospitals across Connecticut Hartford Hospital, The Hospital of Central Connecticut, Backus Hospital, Midstate Medical Center, Windham Hospital, Charlotte Hungerford Hospital and St Vincent's Medical Center. Collectively, the cancer programs within the Cancer Institute treat about 6,000 new cancer patients per year while caring for tens of thousands of existing patients, offering a full range of innovative, evidence-based and personalized treatments designed to meet the needs of each individual patient. Our innovative Institute approach is unlike any other in the state and is among the most highly regarded in the nation. Through our Institute, which is organized around a specific disease and not necessarily location, we can apply best practices throughout our system so that patients receive the same high standards of care no matter where they live or which Hartford HealthCare cancer center they choose. For all of our patients, a dedicated team of oncologists, surgeons, radiologists, pathologists, nurses, clinical researchers, technicians and others collaborate to provide the exact course of care they need. The Institute's multidisciplinary disease management teams meet and collaborate regularly to lend expertise and insight on numerous cancer types, translating into exceptional coordinated care. The Institute's accomplished, fellowship-trained physicians are nationally recognized for their level of sophisticated care in areas such as radiation oncology, medical oncology and surgical oncology. Patients are also cared for in an environment that emphasizes compassion and personal connections, with a team of trained nurse navigators who provide guidance and support to patients and families, from diagnosis to recovery. The Institute also boasts a thriving survivorship program. In 2017, the Institute was accredited as a network by the American College of Surgeons Commission on Cancer, one of a select few institutes nationwide to be recognized as a system, rather than individual cancer centers. For patients coming through our doors with a cancer diagnosis, that means three things: standardized care, more options and more hope. More than four years after the Hartford HealthCare Cancer Institute became the charter member of the Memorial Sloan Kettering (MSK) Cancer Alliance, cancer patients now have unprecedented access to the world's most advanced clinical trials. And more than ever before, physicians, nurses, pharmacists and researchers are working collaboratively to implement cancer treatment standards and protocols developed at MSK, the premier cancer treatment center in the country. Our programs and outreach efforts continue to support Hartford HealthCare's mission to provide access to high-quality health services and positively impact our communities. We advance HHC's health equity goals through the promotion of cancer prevention, education and screening. We are able to provide critical services to our medically underserved neighbors throughout our state. Our colorectal cancer screening program has grown tremendously in the past year. We screened over 1,100 men and women for colorectal cancer through the use of home FIT kits in 2024 and were able to provide 29 diagnostic colonoscopies at no charge to patients enrolled in the program. We are proud to have developed a comprehensive outreach program spanning the state, attending nearly 150 events and engaging nearly 3,000 community members with cancer screenings and cancer prevention education in 2024. Also in 2024, we provided 133 prostate screenings at community events through our partnership with Quest Diagnostics and Tallwood Men's Health.The HHC Breast and Cervical Early Detection and Prevention Program screened 1,752 individuals for breast and cervical cancer in 2024, detecting 12 breast cancers and six cervical cancers. Since 2015, the program has enabled 118 women to receive early detection of breast cancer and 30 women to receive early detection of cervical cancer. Our patient demographics indicate that nearly all (99.76%) of the participants lack health insurance, and a majority (73%) of the women are Hispanic. These statistics have remained constant over the past two years. Mobile Mammography: Despite the challenges of an aging mobile mammography van, the number of completed mammograms continues to rise, reaching 1,777 in 2024, a 70% increase over the past two years. 60% of the mammograms completed were for women who lacked health insurance.The five most common types of cancer diagnosed by teams of specialists at the Hartford HealthCare Cancer Institute are cancers of the bladder, breast, colon, lung and prostate. Each patient has a unique scenario requiring a personalized plan. For FY24, the approximate number of cases treated were as follows:Hartford Hospital: 2,655Hospital of Central Connecticut: 1,426Backus Hospital: 950Midstate Medical Center: 452Windham Hospital: 42Charlotte Hungerford Hospital: 292St Vincent's Medical Center: 931The five most common types of cancer diagnosed by teams of specialists at the Hartford HealthCare Cancer Institute are cancers of the Breast, Lung, Prostate, Bladder & Colon. Each patient has a unique scenario requiring a personalized plan.Approximately 1,705 Breast Cancer cases were treated across the system as follows:Hartford Hospital: 602Hospital of Central Connecticut: 379Backus Hospital: 277Midstate Medical Center: 140Windham Hospital: 7Charlotte Hungerford Hospital: 73St Vincent's Medical Center: 277Approximately 672 Lung Cancer cases were treated across the system as follows:Hartford Hospital: 279Hospital of Central Connecticut: 150Backus Hospital: 116Midstate Medical Center: 28Windham Hospital: 2Charlotte Hungerford Hospital: 19St Vincent's Medical Center: 78Approximately 927 Prostate Cancer cases were treated across the system as follows:Hartford Hospital: 335Hospital of Central Connecticut: 143Backus Hospital: 144Midstate Medical Center: 83Windham Hospital: 0Charlotte Hungerford Hospital: 53St Vincent's Medical Center: 169Approximately 371 Bladder Cancer cases were treated across the system as follows:Hartford Hospital: 109Hospital of Central Connecticut: 63Backus Hospital: 79Midstate Medical Center: 38 Windham Hospital: 7Charlotte Hungerford Hospital: 34St Vincent's Medical Center: 41Approximately 368 Colon Cancer cases were treated across the system as follows:Hartford Hospital: 134Hospital of Central Connecticut: 50Backus Hospital: 70Midstate Medical Center: 45Windham Hospital: 4Charlotte Hungerford Hospital: 20St Vincent's Medical Center: 45

4c	(Code: ) (Expenses $ 56,700,862 including grants of $ ) (Revenue $ 56,405,488 )
	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 an 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 FY24, the Division of Orthopedics had approximately 15,974 cases with an average length of stay of 5.1 days.

	(Code: ) (Expenses $ 438,605,174 including grants of $ 650,835 ) (Revenue $ 386,719,726 )
	St. Vincent's Medical Center continues its mission of carrying on the work of the Daughters of Charity and their commitment to serve the sick and poor of Bridgeport. St. Vincent's, with more than 3,500 associates, includes a licensed 520-bed community teaching hospital, a 76-bed inpatient psychiatric facility in Westport, a large multispecialty provider group, and St. Vincent's Special Needs Services. The Medical Center offers a full range of inpatient and outpatient services with regional centers of excellence in cardiology, surgery, cancer care, orthopedics, family birthing, behavioral health, and an array of specialized services.The Elizabeth M. Pfriem SWIM Center for Cancer Care contains all oncology services in one place. These services encompass the full spectrum of cancer care and include community outreach, screening and prevention, diagnostic services, surgical and medical oncology, radiation therapy, interventional oncology, clinical trials, dedicated inpatient and outpatient cancer units, palliative care, pain management, integrative oncology, support services, patient and provider education and survivorship. The Center offers integrative oncology services, including a boutique, spa services, nutrition counseling, social work, financial counseling, a meditation area, support services and a survivorship program.Through funding from the American Rescue Plan Act, the City of Bridgeport, and the Connecticut Health Foundation, St. Vincent's developed and launched a pilot community health worker (CHW) program in 2022. The embedded CHWs use cultural connectedness to the community to promote, maintain and improve the health of underserved residents and their families. In addition, St. Vincent's launched bi-weekly mobile food distribution with CT Foodshare, implemented the Waste Not Want Not food rescue program, added four minority vendors and served more than 300 patients at the annual Medical Mission at Home.In 2022 St. Vincent's, through a collaboration between the Ayer Neuroscience and Connecticut Orthopedic institutes, became one of six hospitals in the country to receive Advanced Certification in Spine Surgery by The Joint Commission. The hospital also saw improved quality reporting scores, including achieving and sustaining a Leapfrog "B and U.S. News high-performing standards in five conditions. St. Vincent's applied to the American Nurses Credentialing Center for recertification of its Magnet designation.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 438,605,174 including grants of $ 650,835 ) (Revenue $ 386,719,726 )
4e	Total program service expenses654,685,713

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Robin Cautin........................................................................ Director	2.00 .......................0.00	X		0	0	0
(19) Peter Cimino MD........................................................................ Director	2.00 .......................0.00	X		0	0	0
(20) George Estrada........................................................................ Director	2.00 .......................0.00	X		0	0	0
(21) Douglass Grabe........................................................................ Director	2.00 .......................0.00	X		0	0	0
(22) Rahul Gupta MD........................................................................ Director	2.00 .......................0.00	X		0	0	0
(23) Debra Liebowitz........................................................................ Director	2.00 .......................0.00	X		0	0	0
(24) Jane Manning........................................................................ Director	2.00 .......................0.00	X		0	0	0
(25) Dara Richards MD........................................................................ Director	2.00 .......................0.00	X		0	0	0
(26) Strick Woods MD........................................................................ Director	2.00 .......................0.00	X		0	0	0
(27) Deacon Patrick Toole........................................................................ Chair	3.00 .......................0.00	X	X	0	0	0
(28) Lucy Teixeira........................................................................ Vice Chair	3.00 .......................0.00	X	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	2,108,221	4,891,550	1,013,594

1a	Federated campaigns..		1a	24,540
b	Membership dues..		1b
c	Fundraising events..		1c	587,525
d	Related organizations		1d	1,662,031
e	Government grants (contributions)		1e	2,950,216

f	All other contributions, gifts, grants, and similar amounts not included above		1f	596,103

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		5,820,415

		Business Code
2a	Net Patient Revenue	624100	615,629,286	615,629,286
b	Pharmacy	541700	21,804,979	21,804,979
c	Reference Testing	621500	402,796		402,796
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		637,837,061

3 Investment income (including dividends, interest, and othersimilar amounts) ......			134,917			134,917
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	1,626,592
b	Less: rental expenses	6b	7,276,955
c	Rental income or (loss)	6c	-5,650,363
d	Net rental income or (loss).......			-5,650,363			-5,650,363
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ 587,525of contributions reported on line 1c). See Part IV, line 18 ....
			8a	36,505
b	Less: direct expenses ...		8b	241,971
c	Net income or (loss) from fundraising events..			-205,466			-205,466
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			637,936,564	637,434,265	402,796	-5,720,912

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	650,835	650,835
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	751,707		751,707
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	193,196,954	187,374,675	5,036,905	785,374
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	10,186,866	9,841,577	304,038	41,251
9	Other employee benefits .......	14,633,773	14,137,754	436,761	59,258
10	Payroll taxes ...........	12,276,932	11,774,022	442,829	60,081
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	130,385		130,385
c	Accounting ...........
d	Lobbying ...........	111,419		111,419
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	159,754,476	159,754,476
12	Advertising and promotion ....	148,495	99,896	33,166	15,433
13	Office expenses .......	6,013,213	4,733,279	1,246,242	33,692
14	Information technology ......	21,189,001	19,106,984	2,082,017
15	Royalties ..
16	Occupancy ...........	6,945,360	5,256,074	1,675,076	14,210
17	Travel ............	122,336	106,491	15,451	394
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	317,659	269,975	42,025	5,659
20	Interest ...........	1,055,994	686,396	369,598
21	Payments to affiliates .......	25,037,704	19,242,378	5,795,326
22	Depreciation, depletion, and amortization ..	20,098,323	13,810,375	6,273,199	14,749
23	Insurance ...	4,736,630	4,736,630
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Medical Supplies	145,223,797	145,223,797
b	Hospital Provider User	32,969,004	32,969,004
c	Repairs & Maintenance	13,160,636	13,082,391	18,675	59,570
d	Purchased Services	12,023,819	9,598,502	2,283,851	141,466
e	All other expenses	2,996,752	2,230,202	623,409	143,141
25	Total functional expenses. Add lines 1 through 24e	683,732,070	654,685,713	27,672,079	1,374,278
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			23,658,982	1	103,408
2	Savings and temporary cash investments .........			2,529	2	48,041,991
3	Pledges and grants receivable, net ......			3,957,227	3	3,560,631
4	Accounts receivable, net .............			51,011,465	4	60,423,678
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			12,388,335	8	13,455,647
9	Prepaid expenses and deferred charges ......			978,052	9	1,432,382
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	271,086,012
b	Less: accumulated depreciation	10b	77,660,110	182,488,718	10c	193,425,902
11	Investments—publicly traded securities .			28,357,442	11	32,102,988
12	Investments—other securities. See Part IV, line 11 .....			4,473,534	12	6,874,552
13	Investments—program-related. See Part IV, line 11 ..			125,980	13	125,980
14	Intangible assets ...............			1,005,000	14	1,005,000
15	Other assets. See Part IV, line 11 ...........			4,798,478	15	12,340,251
16	Total assets. Add lines 1 through 15 (must equal line 33)...			313,245,742	16	372,892,410

17	Accounts payable and accrued expenses .....	43,034,166	17	45,596,493
18	Grants payable ...		18
19	Deferred revenue .........	1,534,518	19	444,377
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	175,688,489	25	271,189,408
26	Total liabilities. Add lines 17 through 25..	220,257,173	26	317,230,278

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	57,639,750	27	14,586,229
28	Net assets with donor restrictions ...........	35,348,819	28	41,075,903
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	92,988,569	32	55,662,132
33	Total liabilities and net assets/fund balances ........	313,245,742	33	372,892,410