Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 10-01-2024 , and ending 09-30-2025
BCheck if applicable:
CName of organization
YALE NEW HAVEN HEALTH SERVICES
CORPORATION
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
789 HOWARD AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT06519
D Employer identification number

22-2529464
E Telephone number

G Gross receipts $ 1,557,258,790
F Name and address of principal officer:
ARNIM DONTES
789 HOWARD AVE
NEW HAVEN,CT06519
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.YNHHS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1983
M State of legal domicile: CT
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 4,526
6 Total number of volunteers (estimate if necessary) ............. 6 20
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,032,974
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 543,802
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,279,418 5,636,432
9 Program service revenue (Part VIII, line 2g) ......... 1,043,930,818 1,069,455,938
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 8,163,859 30,205,172
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 40,285,441 52,115,725
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,102,659,536 1,157,413,267
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,330,643 2,724,655
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) 596,202,254 588,339,857
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 510,699,579 665,687,955
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,108,232,476 1,256,752,467
19 Revenue less expenses. Subtract line 18 from line 12....... -5,572,940 -99,339,200
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,517,963,826 3,566,037,960
21 Total liabilities (Part X, line 26)............. 3,049,811,727 3,215,224,573
22 Net assets or fund balances. Subtract line 21 from line 20..... 468,152,099 350,813,387
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO SUPPORT ITS MEMBER HEALTHCARE ORGANIZATIONS FURTHER INNOVATION AND EXCELLENCE IN PATIENT CARE, TEACHING, AND RESEARCH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,081,222,562 including grants of $ 2,724,655 ) (Revenue $ 2,188,994,627 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses1,081,222,562
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
269
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
4,526
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
21
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
VERNETTE D GRAY789 HOWARD AVE   NEW HAVEN,CT06519 (203) 688-9585
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CHRISTOPHER O'CONNOR......................................................................
CEO/TRUSTEE (CURRENT YR COMP)
 39.00
.................
1.00 		X   X       3,964,082 0 1,004,887
(2) CHRISTOPHER O'CONNOR......................................................................
CEO/TRUSTEE (VESTED DEFERRED)
 39.00
.................
1.00 		X   X       292,895 0 0
(3) KEITH CHURCHWELL......................................................................
FORMER KEY EMPLOYEE
 0.00
.................
0.00 		          X 2,327,667 0 0
(4) THOMAS BALCEZAK......................................................................
EVP & CCO (CURRENT YR COMP)
 33.00
.................
7.00 		      X     1,692,135 0 544,456
(5) THOMAS BALCEZAK......................................................................
EVP & CCO (VESTED DEFERRED)
 33.00
.................
7.00 		      X     184,637 0 0
(6) PAMELA SUTTON-WALLACE......................................................................
PRESIDENT, YNHHS
 33.00
.................
7.00 		          X 2,499,579 0 644,818
(7) MARNA BORGSTROM......................................................................
FORMER OFFICER
 0.00
.................
0.00 		          X 0 2,303,304 0
(8) MELISSA TURNER......................................................................
SVP/CHRO (CURRENT YR COMP)
 40.00
.................
0.00 		      X     995,682 0 173,498
(9) MELISSA TURNER......................................................................
SVP/CHRO (VESTED DEFERRED)
 40.00
.................
0.00 		      X     951,498 0 0
(10) JOHN SKELLY......................................................................
FORMER OFFICER
 0.00
.................
0.00 		          X 1,255,258 51,706 0
(11) WILLIAM ASELTYNE......................................................................
ASSOC SEC (CURRENT YR COMP)
 29.00
.................
11.00 		    X       1,508,654 0 213,094
(12) WILLIAM ASELTYNE......................................................................
ASSOC SEC (VESTED DEFERRED)
 29.00
.................
11.00 		    X       484,931 0 0
(13) THOMAS NEWMAN......................................................................
FORMER (CURRENT YR COMP)
 0.00
.................
0.00 		          X 1,316,157 0 0
(14) THOMAS NEWMAN......................................................................
FORMER (VESTED DEFERRED)
 0.00
.................
0.00 		          X 111,980 0 0
(15) GAIL KOSYLA......................................................................
TREASURER
 28.00
.................
12.00 		    X       1,546,462 0 441,893
(16) CAROLYN SALSGIVER......................................................................
FORMER OFFICER
 0.00
.................
0.00 		          X 1,133,043 0 30,022
(17) LISA STUMP......................................................................
SVP/CIO (CURRENT YR COMP)
 40.00
.................
0.00 		      X     1,067,758 0 354,136
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) LISA STUMP........................................................................
SVP/CIO (VESTED DEFERRED)
 40.00
.......................0.00 		      X     140,135 0 0
(19) PATRICK GREEN........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 699,459 0 0
(20) MATTHEW COMERFORD........................................................................
SENIOR VICE PRESIDENT
 40.00
.......................5.00 		        X   1,002,454 0 299,406
(21) VINCENT PETRINI........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 526,462 79,761 0
(22) LORRAINE LEE........................................................................
SENIOR VICE PRESIDENT
 40.00
.......................0.00 		      X     829,558 0 251,544
(23) DEREMIUS WILLIAMS........................................................................
SENIOR VICE PRESIDENT
 40.00
.......................0.00 		        X   739,388 0 234,693
(24) MICHAEL ANGELINI........................................................................
SVP, TREASURER, CIO
 40.00
.......................0.00 		      X     729,337 0 232,472
(25) JOSEPH BISSON........................................................................
SENIOR VICE PRESIDENT
 40.00
.......................0.00 		        X   727,193 0 208,359
(26) VINCENT TAMMARO........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 382,125 157,525 0
(27) PATRICK MCCABE........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 355,671 97,047 0
(28) KEITH TANDLER........................................................................
VP FINANCE
 39.00
.......................1.00 		        X   678,044 0 127,692
(29) REBECCA MATTHEWS........................................................................
SENIOR VICE PRESIDENT
 40.00
.......................0.00 		        X   669,072 0 121,176
(30) GLYNN STANTON........................................................................
SVP & CHIEF INFORMATION OFFICER
 40.00
.......................0.00 		      X     688,038 0 68,795
(31) MARGARET MCGOVERN........................................................................
CHIEF PHYSICIAN EXECUTIVE
 40.00
.......................0.00 		      X     716,756 0 0
(32) LEE SCHWAMM........................................................................
CHIEF INFORMATION OFFICER
 40.00
.......................0.00 		      X     486,949 0 0
(33) KEVIN MYATT........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 147,146 69,589 0
(34) DENISE FIORE........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 148,077 49,614 0
(35) JON FITZGERALD........................................................................
SVP & CHIEF DEVELOPMENT OFFICER
 40.00
.......................0.00 		      X     266,695 0 42,156
(36) STEPHEN ALLEGRETTO........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 110,519 58,565 0
(37) JAMES MORRIS........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 118,382 25,881 0
(38) ELIZABETH BECKMAN........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 110,699 0 0
(39) RICHARD D'AQUILA........................................................................
FORMER OFFICER
 0.00
.......................0.00 		          X 0 196,168 0
(40) W ROBERT BERKLEY JR........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(41) JACK CALLAHAN........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(42) VINCENT CALARCO........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(43) JOCELYN CUNNUNGHAM........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(44) JAMES ELROD........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(45) JOHN FALCONI........................................................................
TRUSTEE
 1.00
.......................2.00 		X           0 0 0
(46) MARY FARRELL........................................................................
CHAIR/TRUSTEE
 1.00
.......................1.00 		X   X       0 0 0
(47) CARLTON HIGHSMITH........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(48) CARLOS HERNANDEZ........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(49) AARON HOLLANDER........................................................................
SECRETARY/TRUSTEE
 1.00
.......................0.00 		X   X       0 0 0
(50) THOMAS KETCHUM........................................................................
VICE CHAIR/TRUSTEE
 1.00
.......................1.00 		X   X       0 0 0
(51) JOHN LAHEY........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(52) JONATHAN LEWIN MD........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(53) LINDA LORIMER........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(54) MAURIE MCINNIS........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(55) B MICHAEL RAUH........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(56) ED RODRIGUEZ........................................................................
TRUSTEE
 1.00
.......................2.00 		X           0 0 0
(57) SCOTT STROBEL........................................................................
TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(58) JAMES TORGERSON........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(59) PATRICIA WILBER........................................................................
TRUSTEE
 1.00
.......................1.00 		X           0 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 31,604,577 3,089,160 4,993,097
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 1,592
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CRAVATH SWAINE & MOORE LLP

TWO MANHATTAN WEST 375 NINTH AVENU
NEW YORK,NY10001 		LEGAL SERVICES 18,397,462
MCCARTHY MAMBRO BERTINO LLC

580 HARRISON AVE SUITE 102
BOSTON,MA02118 		MARKETING SERVICES 14,877,766
MICROSOFT CORPORATION

LOCK BOX 844510 1950 NORTH STEMMON
DALLAS,TX752074510 		COMPUTER SERVICES 10,730,375
BRIGHT HORIZONS CAPITAL CORP

PO BOX 277878
ATLANTA,GA303847878 		DAY CARE SERVICES 9,019,465
GUIDEHOUSE INC

4511 PAYSPHERE CIRCLE
CHICAGO,IL60674 		MANAGED SERVICES 6,538,713
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 231
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 5,636,432
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 5,636,432
Program Service RevenueAmt Business Code
2a MANAGEMENT SERVICES 561499 902,381,464 900,352,260 2,029,204  
b INSURANCE PREMIUMS 900099 96,982,690 96,982,690    
c PATIENT PROGRAM SERVIC 621400 54,914,569 54,914,569    
d EMERGENCY PREPAREDNESS 900099 15,177,215 15,177,215    
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 1,069,455,938
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 36,105,333     36,105,333
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 213,780  
b Less: rental expenses 6b 164,446  
c Rental income or (loss) 6c 49,334  
d Net rental income or (loss)....... 49,334 49,334    
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 393,780,916  
b Less: cost or other basis and sales expenses 7b 392,089,039 7,592,038
c Gain or (loss) 7c 1,691,877 -7,592,038
d Net gain or (loss)......... -5,900,161     -5,900,161
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
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..        
OtherRevenueMiscAmt
Business Code
11a VENDOR REBATES 900099 30,486,599 30,486,599    
b CIN/HSC SERVICES REV 900099 10,100,144 10,100,144    
c OTHER ANCILLARY INCOME 900099 8,166,063 8,166,063    
d All other revenue .... 3,313,585 3,309,815 3,770  
e Total. Add lines 11a–11d ...... 52,066,391
12 Total revenue. See instructions..... 1,157,413,267 1,119,538,689 2,032,974 30,205,172
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 2,724,655 2,724,655
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 ........... 24,123,818   24,123,818  
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........ 419,640,664 377,508,741 42,131,923  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 22,075,377 19,859,009 2,216,368  
9 Other employee benefits ....... 88,717,087 79,809,891 8,907,196  
10 Payroll taxes ........... 33,782,911 30,391,107 3,391,804  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 28,529,967 25,665,558 2,864,409  
c Accounting ........... 549,704 494,514 55,190  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 80,180   80,180  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 147,901,137 133,051,862 14,849,275  
12 Advertising and promotion ....        
13 Office expenses ....... 11,617,132 10,450,772 1,166,360  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 169,832,994 152,781,761 17,051,233  
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,600,470 1,439,783 160,687  
20 Interest ........... 338,323 338,323    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 80,445,568 72,368,833 8,076,735  
23 Insurance ... 125,778,341 125,778,341    
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 LITIGATION SETTLEMENT 45,000,000 0 45,000,000  
b LAUNDRY & LINEN SERVICE 20,121,227 18,101,056 2,020,171  
c MEDICAL SUPPLIES 15,057,979 13,541,849 1,516,130  
d DUES & MEMBERSHIPS 7,032,699 6,326,616 706,083  
e All other expenses 11,802,234 10,589,891 1,212,343  
25 Total functional expenses. Add lines 1 through 24e 1,256,752,467 1,081,222,562 175,529,905 0
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).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 753,367,368 2 661,915,974
3 Pledges and grants receivable, net ...... 1,199,120 3 871,916
4 Accounts receivable, net ............. 1,522,933,970 4 1,568,734,163
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 ............ 7,781,456 8 1,188,755
9 Prepaid expenses and deferred charges ...... 19,412,603 9 18,611,603
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 801,595,772
b Less: accumulated depreciation 10b 555,673,179 221,979,385 10c 245,922,593
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 136,604,665 12 86,961,378
13 Investments—program-related. See Part IV, line 11 .. 438,521,000 13 451,546,839
14 Intangible assets ............... 134,163,352 14 239,921,974
15 Other assets. See Part IV, line 11 ........... 282,000,907 15 290,362,765
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,517,963,826 16 3,566,037,960
Liabilities 17 Accounts payable and accrued expenses ..... 757,447,456 17 853,782,471
18 Grants payable ...   18  
19 Deferred revenue ......... 84,591,082 19 76,390,865
20 Tax-exempt bond liabilities ......... 1,858,665,999 20 1,833,361,567
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 349,107,190 25 451,689,670
26 Total liabilities. Add lines 17 through 25.. 3,049,811,727 26 3,215,224,573
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 431,951,010 27 314,612,298
28 Net assets with donor restrictions ........... 36,201,089 28 36,201,089
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 468,152,099 32 350,813,387
33 Total liabilities and net assets/fund balances ........ 3,517,963,826 33 3,566,037,960
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,157,413,267
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,256,752,467
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-99,339,200
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
468,152,099
5
Net unrealized gains (losses) on investments ...............
5
5,901,623
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-23,901,135
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
350,813,387
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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
2024
Open to Public
Inspection
Name of the organization
YALE NEW HAVEN HEALTH SERVICES
CORPORATION
Employer identification number

22-2529464
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.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................6
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) YALE NEW HAVEN HOSPITALINC
  		060646652 3 Yes   0 0
(B) BRIDGEPORT HOSPITAL
  		060646554 3 Yes   0 0
(C) GREENWICH HOSPITAL
  		060646659 3 Yes   0 0
(D) NORTHEAST MEDICAL GROUP INC
  		061330992 10 Yes   140,131,137 0
(E) LAWRENCE MEMORIAL HOSPITAL INC
  		060646704 3 Yes   0 0
(F) LMW HEALTHCARE INC
  		460543230 3 Yes   0 0
Total
6
 140,131,137 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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  
12
12
 
13
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
14
14
 
15
15
 
16a
33 1/3% support test—2024. 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
b
33 1/3% support test—2023. 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—2024. 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
b
10%-facts-and-circumstances test—2023. 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
18
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) 2024

Schedule A (Form 990) 2024
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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.)..            
14
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. 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
b
33 1/3 % support tests—2023. 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
20
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) 2024

Schedule A (Form 990) 2024
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
No
1
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.
1
 
No
2
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).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
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.
3b
 
 
c
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.
3c
 
 
4a
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.
4a
 
No
b
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.
4b
 
 
c
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.
4c
 
 
5a
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).
5a
 
No
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
No
7
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) .
7
 
No
8
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).
8
 
No
9a
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.
9a
 
No
b
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.
9b
 
No
c
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.
9c
 
No
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
 
No
b
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) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
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
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
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
 
No
Section B. Type I Supporting Organizations
Yes
No
1
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.
1
 
No
2
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.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 2024 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-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, 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 2024. 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 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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
PART IV, SECTION A, LINE 1 IN ADDITION TO THE ORGANIZATIONS EXPRESSLY NAMED IN ITS CERTIFICATE OF INCORPORATION, THE ORGANIZATION'S CERTIFICATE OF INCORPORATION PROVIDES THAT IT SHALL SUPPORT SUCH OTHER ORGANIZATIONS AS MAY, FROM TIME TO TIME, BECOME AFFILIATED WITH THE ORGANIZATION.
PART IV, SECTION B, LINE 1 AS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE DELIVERY SYSTEM, THE ORGANIZATION IS RESPONSIVE TO THE NEEDS AND DEMANDS OF ITS MEMBER HOSPITALS AND OTHER HEALTH CARE PROVIDERS (REFERRED TO AS DELIVERY NETWORKS). THE ORGANIZATION CREATES VALUE FOR THE DELIVERY NETWORKS AND SUPPORTS THEIR OPERATIONS BY CENTRALIZING CERTAIN ADMINISTRATIVE SERVICES WITHIN THE ORGANIZATION AND SPREADING THE COSTS OF THESE SERVICES ACROSS ALL OF THE DELIVERY NETWORKS. IN THIS WAY, THE DELIVERY NETWORKS OBTAIN THE SERVICES, EXPERTISE, INFRASTRUCTURE AND ECONOMIES OF SCALE OF A MUCH LARGER HEALTH SYSTEM. SYSTEM-WIDE SERVICES INCLUDE, IN PART, POPULATION HEALTH TECHNOLOGY, BILLING, INFORMATION TECHNOLOGY INFRASTRUCTURE, COMPLIANCE AND LEGAL AND RISK MANAGEMENT. SUPPORTING THESE "BACK OFFICE" SERVICES AND OTHER VALUE-CREATING ATTRIBUTES ALLOW THE DELIVERY NETWORKS TO FREE UP MEASURABLE RESOURCES, GENERATE NEW REVENUE FOR INVESTMENT IN THEIR RESPECTIVE LOCAL AND REGIONAL MISSIONS AND FOCUS ON PATIENT OUTCOMES AND THE HEALTH OF THE COMMUNITIES THEY SERVE. THE CHAIRS OF YALE NEW HAVEN HOSPITAL, BRIDGEPORT HOSPITAL, GREENWICH HOSPITAL AND LAWRENCE + MEMORIAL HOSPITAL SERVE AS VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FURTHER, A NUMBER OF THE ORGANIZATION'S SENIOR EXECUTIVES HAVE DELIVERY NETWORK SPECIFIC ROLES AND RESPONSIBILITIES AND REPRESENT THE INTERESTS OF THOSE DELIVERY NETWORKS. THE DELIVERY NETWORKS HAVE APPROVAL RIGHTS WITH RESPECT TO, IN PART, ARTICULATING THE LOCAL DIMENSIONS OF THE SYSTEM MISSION, VISION AND VALUES AND STRATEGY, OVERSEEING AND ASSURING PERFORMANCE IN CLINICAL QUALITY AND PATIENT SAFETY, DEVELOPING THE OPERATING AND CAPITAL BUDGETS AND OVERSEEING THEM IN THE CONTEXT OF THE OVERALL SYSTEM BUDGET, OVERSEEING PUBLIC RELATIONS, COMMUNITY ENGAGEMENT, AND LOCAL GOVERNMENT RELATIONS AND APPROVING THE LOCAL COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN.
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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
Open to Public Inspection
Name of the organization
YALE NEW HAVEN HEALTH SERVICES
CORPORATION
Employer identification number

22-2529464
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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
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)? .............................
9
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.
1a
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.
b
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 $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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 .....   8,692,775 8,692,775
b Buildings ....   52,173,293 11,968,800 40,204,493
c Leasehold improvements   7,356,290 1,509,996 5,846,294
d Equipment ....   721,828,051 542,194,383 179,633,668
e Other .....   11,545,363   11,545,363
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 245,922,593
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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.)right arrow  
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)INVEST. IN PHYSICIAN ONE URGENT CARE 12,251,676 C
(2)INVEST. IN NEPC/VHA 676,033 C
(3)INVEST. IN N. SHORE LIJ 560,050 C
(4)INVEST. IN MCIC VERMONT 1,000,000 C
(5)INVEST. IN SILVER HILL HOSPITAL 4,237,512 C
(6)INVEST. IN PROTON THERAPY 35,346,362 C
(7)MCIC EQUITY 120,118,056 C
(8)INVEST. IN L+M CORP 277,307,150 C
(9)INVEST. IN ELM CAPITAL 50,000 C
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow 451,546,839
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)PROFESSIONAL LIABILITIES INSURANCE RECOVERIES 204,843,473
(2)RIGHT OF USE ASSET 26,129,316
(3)INTEREST RATE SWAP 47,353,519
(4)DEP IN HSC MCIC TAIL LIAB 11,775,000
(5)LM NOVATED CAPITAL 261,457
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 290,362,765
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  
PROFESSIONAL LIABILITY INSURANCE 374,443,971
CURRENT PORTION OF LONG TERM DEBT 44,283,544
ACCRUED SUPPLEMENTAL RETIREMENT 32,962,155






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 451,689,670
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 X, LINE 2: YALE NEW HAVEN HEALTH SERVICES CORPORATION IS INCLUDED IN THE CONSOLIDATED YALE NEW HAVEN HEALTH SYSTEM AND SUBSIDIARIES AUDITED FINANCIAL STATEMENTS. FOLLOWING IS THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS: MOST ENTITIES WITHIN THE SYSTEM ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. PROVISIONS FOR INCOME TAXES AND DEFERRED TAXES, WHERE APPLICABLE, HAVE BEEN MADE FOR THE TAXABLE ENTITIES LISTED ABOVE UNDER THE DESCRIPTION OF THE SYSTEM. THE SYSTEM EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SYSTEM'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE POSITION. THE SYSTEM RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THIS EVALUATION HAD NO IMPACT ON THE OPERATIONS OF THE SYSTEM AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024.
Schedule D (Form 990) (Rev. 1-2025)


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Schedule I
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
YALE NEW HAVEN HEALTH SERVICES
CORPORATION
Employer identification number
22-2529464
Part I
General Information on Grants and Assistance
1
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? ........................
2
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 (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ALBERTUS MAGNUS COLLEGE
700 PROSPECT STREET
NEW HAVEN,CT06511 		06-0646520 501(C)(3) 25,000 0     SUPPORT MISSION
(2) BREAKTHROUGH T1D - GREATER
PO BOX 1570
HAGERSTOWN,MD217411570 		23-1707729 501(C)(3) 23,450 0     SUPPORT MISSION
(3) CAROL EMMOTT FOUNDATION
4931 SW 76TH AVE 229
PORTLAND,OR97225 		84-1882898 501(C)(3) 85,000 0     SUPPORT MISSION
(4) CONNECTICUT BUSINESS AND INDUSTRY INC
350 CHURCH STREET
NEW HAVEN,CT06511 		06-0439660 501(C)(6) 22,200 0     SUPPORT MISSION
(5) CONNECTICUT CENTER FOR ARTS (CONNCAT)
70 AUDUBON STREET
NEW HAVEN,CT06521 		45-1257955 501(C)(3) 250,000 0     SUPPORT MISSION
(6) CORNELL SCOTT-HILL HEALTH CORPORATION
400-428 COLUMBUS AVE
NEW HAVEN,CT06519 		06-0870990 501(C)(3) 100,000 0     SUPPORT MISSION
(7) FAIRFIELD UNIVERSITY
1073 NORTH BENSON ROAD
FAIRFIELD,CT06824 		06-0646623 501(C)(3) 66,138 0     SUPPORT MISSION
(8) GATEWAY COMMUNITY COLLEGE FOUNDATION INC
20 CHURCH STREET
NEW HAVEN,CT06510 		22-3135128 501(C)(3) 115,000 0     SUPPORT MISSION
(9) GOVERNORS PARTNERSHIP TO PROTECT CONNECTICUT'S WORKFORCE INC
1077 SILAS DEAN HIGHWAY UNIT 333
WETHERSFIELD,CT06109 		06-1275193 501(C)(3) 10,000 0     SUPPORT MISSION
(10) HOPEY'S HEART FOUNDATION
PO BOX 340551
JAMAICA,NY114340551 		80-0915297 501(C)(3) 10,000 0     SUPPORT MISSION
(11) NEW HAVEN PROMISE
28 LINCOLN WAY
NEW HAVEN,CT06510 		81-1267064 501(C)(3) 500,000 0     SUPPORT MISSION
(12) QUINNIPIAC UNIVERSITY
275 MOUNT CARMEL AVENUE
HAMDEN,CT065191908 		06-0646701 501(C)(3) 8,500 0     SUPPORT MISSION
(13) READ TO GROW
53 SCHOOL GROUND RD UNIT 3
BRANFORD,CT06405 		06-1572185 501(C)(3) 25,900 0     SUPPORT MISSION
(14) SOUTHERN CONNECTICUT STATE UNIVERSITY FOUNDATION INC
501 CRESCENT STREET
NEW HAVEN,CT06515 		23-7208882 501(C)(3) 1,256,742 62,720 FMV EQUIPMENT SUPPORT MISSION
(15) THE MASONIC CHARITY FOUNDATION
22 MASONIC AVE
WALLINGFORD,CT06492 		06-1435920 501(C)(3) 8,590 0     SUPPORT MISSION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
14
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
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: NONE OF THE AMOUNTS REPORTED ON SCHEDULE I, PART II ARE GRANTS. THESE AMOUNTS ARE DONATIONS AND SPONSORSHIPS GIVEN TO ORGANIZATIONS TO ASSIST IN THE FURTHERANCE OF THEIR CHARITABLE MISSION. PURSUANT TO ITS RESPONSIBILITIES AS THE SUPPORTING ORGANIZATION FOR THE ENTITIES LISTED IN ITS BYLAWS, HSC MADE THE FOLLOWING CONTRIBUTIONS ON BEHALF OF THOSE ENTITIES. YALE NEW HAVEN HEALTH SERVICES CORPORATION ("HSC") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)(3) OR ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR SUPPORT THE GREATER GOOD IN THE COMMUNITIES SERVED. HSC VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO HSC. ASSISTANCE DONATED BY HSC TO THESE QUALIFYING ORGANIZATIONS IS NOT OUTCOMES-BASED AND IS GIVEN IN SUPPORT OF AN INDIVIDUAL ORGANIZATION'S FUNDRAISING EVENTS OR IN SUPPORT OF DIRECT SERVICES. HSC MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED, HOWEVER DOES NOT MONITOR SPECIFIC FUNDS.
Schedule I (Form 990) Rev. 1-2025



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Schedule J
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
YALE NEW HAVEN HEALTH SERVICES
CORPORATION
Employer identification number

22-2529464
Part I
Questions Regarding Compensation
Yes
No
1a
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.
b
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 .....
1b
 
 
2
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? ....
2
Yes
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
Yes
 
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1CHRISTOPHER O'CONNOR
CEO/TRUSTEE (CURRENT YR COMP) 		(i)

(ii)		 2,287,802
-------------
0 		1,402,380
-------------
0 		273,900
-------------
0 		973,141
-------------
0 		31,746
-------------
0 		4,968,969
-------------
0 		0
-------------
0
2CHRISTOPHER O'CONNOR
CEO/TRUSTEE (VESTED DEFERRED) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		292,895
-------------
0 		0
-------------
0 		0
-------------
0 		292,895
-------------
0 		102,044
-------------
0
3KEITH CHURCHWELL
FORMER KEY EMPLOYEE 		(i)

(ii)		 0
-------------
0 		372,350
-------------
0 		1,955,317
-------------
0 		0
-------------
0 		0
-------------
0 		2,327,667
-------------
0 		863,286
-------------
0
4THOMAS BALCEZAK
EVP & CCO (CURRENT YR COMP) 		(i)

(ii)		 1,141,988
-------------
0 		372,350
-------------
0 		177,797
-------------
0 		541,652
-------------
0 		2,804
-------------
0 		2,236,591
-------------
0 		0
-------------
0
5THOMAS BALCEZAK
EVP & CCO (VESTED DEFERRED) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		184,637
-------------
0 		0
-------------
0 		0
-------------
0 		184,637
-------------
0 		81,406
-------------
0
6PAMELA SUTTON-WALLACE
PRESIDENT, YNHHS 		(i)

(ii)		 1,470,292
-------------
0 		1,015,760
-------------
0 		13,527
-------------
0 		633,153
-------------
0 		11,665
-------------
0 		3,144,397
-------------
0 		0
-------------
0
7MARNA BORGSTROM
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
2,303,304 		0
-------------
0 		0
-------------
0 		0
-------------
2,303,304 		0
-------------
149,255
8MELISSA TURNER
SVP/CHRO (CURRENT YR COMP) 		(i)

(ii)		 703,603
-------------
0 		200,706
-------------
0 		91,373
-------------
0 		141,752
-------------
0 		31,746
-------------
0 		1,169,180
-------------
0 		0
-------------
0
9MELISSA TURNER
SVP/CHRO (VESTED DEFERRED) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		951,498
-------------
0 		0
-------------
0 		0
-------------
0 		951,498
-------------
0 		239,158
-------------
0
10JOHN SKELLY
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		120,147
-------------
0 		1,135,111
-------------
51,706 		0
-------------
0 		0
-------------
0 		1,255,258
-------------
51,706 		1,021,464
-------------
0
11WILLIAM ASELTYNE
ASSOC SEC (CURRENT YR COMP) 		(i)

(ii)		 1,034,382
-------------
0 		338,500
-------------
0 		135,772
-------------
0 		197,150
-------------
0 		15,944
-------------
0 		1,721,748
-------------
0 		0
-------------
0
12WILLIAM ASELTYNE
ASSOC SEC (VESTED DEFERRED) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		484,931
-------------
0 		0
-------------
0 		0
-------------
0 		484,931
-------------
0 		0
-------------
0
13THOMAS NEWMAN
FORMER (CURRENT YR COMP) 		(i)

(ii)		 5,868
-------------
0 		195,230
-------------
0 		1,115,059
-------------
0 		0
-------------
0 		0
-------------
0 		1,316,157
-------------
0 		413,625
-------------
0
14THOMAS NEWMAN
FORMER (VESTED DEFERRED) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		111,980
-------------
0 		0
-------------
0 		0
-------------
0 		111,980
-------------
0 		111,980
-------------
0
15GAIL KOSYLA
TREASURER 		(i)

(ii)		 1,034,860
-------------
0 		497,225
-------------
0 		14,377
-------------
0 		439,776
-------------
0 		2,117
-------------
0 		1,988,355
-------------
0 		0
-------------
0
16CAROLYN SALSGIVER
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		1,133,043
-------------
0 		0
-------------
0 		30,022
-------------
0 		1,163,065
-------------
0 		609,685
-------------
0
17LISA STUMP
SVP/CIO (CURRENT YR COMP) 		(i)

(ii)		 729,390
-------------
0 		234,035
-------------
0 		104,333
-------------
0 		338,651
-------------
0 		15,485
-------------
0 		1,421,894
-------------
0 		0
-------------
0
18LISA STUMP
SVP/CIO (VESTED DEFERRED) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		140,135
-------------
0 		0
-------------
0 		0
-------------
0 		140,135
-------------
0 		64,809
-------------
0
19PATRICK GREEN
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		699,459
-------------
0 		0
-------------
0 		0
-------------
0 		699,459
-------------
0 		673,959
-------------
0
20MATTHEW COMERFORD
SENIOR VICE PRESIDENT 		(i)

(ii)		 733,305
-------------
0 		209,626
-------------
0 		59,523
-------------
0 		268,308
-------------
0 		31,098
-------------
0 		1,301,860
-------------
0 		0
-------------
0
21VINCENT PETRINI
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		526,462
-------------
79,761 		0
-------------
0 		0
-------------
0 		526,462
-------------
79,761 		487,462
-------------
0
22LORRAINE LEE
SENIOR VICE PRESIDENT 		(i)

(ii)		 606,494
-------------
0 		153,181
-------------
0 		69,883
-------------
0 		227,700
-------------
0 		23,844
-------------
0 		1,081,102
-------------
0 		0
-------------
0
23DEREMIUS WILLIAMS
SENIOR VICE PRESIDENT 		(i)

(ii)		 571,903
-------------
0 		151,256
-------------
0 		16,229
-------------
0 		203,527
-------------
0 		31,166
-------------
0 		974,081
-------------
0 		0
-------------
0
24MICHAEL ANGELINI
SVP, TREASURER, CIO 		(i)

(ii)		 527,253
-------------
0 		158,912
-------------
0 		43,172
-------------
0 		200,890
-------------
0 		31,582
-------------
0 		961,809
-------------
0 		0
-------------
0
25JOSEPH BISSON
SENIOR VICE PRESIDENT 		(i)

(ii)		 530,254
-------------
0 		148,971
-------------
0 		47,968
-------------
0 		176,797
-------------
0 		31,562
-------------
0 		935,552
-------------
0 		0
-------------
0
26VINCENT TAMMARO
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		382,125
-------------
157,525 		0
-------------
0 		0
-------------
0 		382,125
-------------
157,525 		308,375
-------------
0
27PATRICK MCCABE
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		355,671
-------------
97,047 		0
-------------
0 		0
-------------
0 		355,671
-------------
97,047 		355,671
-------------
0
28KEITH TANDLER
VP FINANCE 		(i)

(ii)		 505,873
-------------
0 		124,888
-------------
0 		47,283
-------------
0 		96,150
-------------
0 		31,542
-------------
0 		805,736
-------------
0 		0
-------------
0
29REBECCA MATTHEWS
SENIOR VICE PRESIDENT 		(i)

(ii)		 512,261
-------------
0 		135,850
-------------
0 		20,961
-------------
0 		97,550
-------------
0 		23,626
-------------
0 		790,248
-------------
0 		0
-------------
0
30GLYNN STANTON
SVP & CHIEF INFORMATION OFFICER 		(i)

(ii)		 419,401
-------------
0 		243,259
-------------
0 		25,378
-------------
0 		38,721
-------------
0 		30,074
-------------
0 		756,833
-------------
0 		0
-------------
0
31MARGARET MCGOVERN
CHIEF PHYSICIAN EXECUTIVE 		(i)

(ii)		 651,596
-------------
0 		65,160
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		716,756
-------------
0 		0
-------------
0
32LEE SCHWAMM
CHIEF INFORMATION OFFICER 		(i)

(ii)		 426,400
-------------
0 		60,549
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		486,949
-------------
0 		0
-------------
0
33KEVIN MYATT
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		147,146
-------------
69,589 		0
-------------
0 		0
-------------
0 		147,146
-------------
69,589 		147,146
-------------
0
34DENISE FIORE
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		148,077
-------------
49,614 		0
-------------
0 		0
-------------
0 		148,077
-------------
49,614 		148,077
-------------
0
35JON FITZGERALD
SVP & CHIEF DEVELOPMENT OFFICER 		(i)

(ii)		 232,212
-------------
0 		25,000
-------------
0 		9,483
-------------
0 		39,919
-------------
0 		2,237
-------------
0 		308,851
-------------
0 		0
-------------
0
36STEPHEN ALLEGRETTO
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		110,519
-------------
58,565 		0
-------------
0 		0
-------------
0 		110,519
-------------
58,565 		110,519
-------------
0
37JAMES MORRIS
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		118,382
-------------
25,881 		0
-------------
0 		0
-------------
0 		118,382
-------------
25,881 		118,382
-------------
0
38ELIZABETH BECKMAN
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		110,699
-------------
0 		0
-------------
0 		0
-------------
0 		110,699
-------------
0 		110,699
-------------
0
39RICHARD D'AQUILA
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
196,168 		0
-------------
0 		0
-------------
0 		0
-------------
196,168 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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, LINES 4A-B LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE INDIVIDUALS LISTED BELOW HAVE RECEIVED SEVERANCE OR ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED KEITH CHURCHWELL $1,092,032 - - THOMAS NEWMAN $624,000 - - CAROLYN SALSGIVER $397,359 - - VINCENT TAMMARO $40,000 - - CHRISTOPHER O'CONNOR - $740,476 - PAMELA SUTTON-WALLACE - $340,000 - THOMAS J. BALCEZAK - $303,270 - GAIL KOSYLA - $219,526 - LISA STUMP - $193,403 - MATTHEW COMERFORD - $114,758 - LORRAINE LEE - $94,950 - DEREMIUS WILLIAMS - $89,981 - MICHAEL ANGELINI - $83,554 - JOSEPH BISSON - $81,947 - REBECCA MATTHEWS - $80,340 - JON FITZGERALD - $35,938 - GLYNN STANTON - $16,250 - THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS SENIOR LEADERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). THE INDIVIDUALS LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) ARE AMOUNTS VESTED DURING THE 2024 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUALS' 2024 CALENDAR YEAR FORM W-2. SRIP EDCAP WILLIAM ASELTYNE $484,931 - MELISSA TURNER $400,000 $551,498 CHRISTOPHER O'CONNOR - $292,895 THOMAS BALCEZAK - $184,637 LISA STUMP - $140,135 THOMAS NEWMAN - $111,980 THE FOLLOWING REPORTED INDIVIDUAL(S) RECEIVED A PAYMENT FROM A NONQUALIFIED PLAN. THE PAYMENT WAS MADE DIRECTLY TO THE INDIVIDUAL(S) FROM THE RABBI TRUST AND REPORTED IN THE INDIVIDUALS' 2024 FORM W-2 ISSUED BY THE RABBI TRUST. MARNA BORGSTROM $2,154,050 RICHARD D'AQUILA $196,168 VINCENT TAMMARO $157,525 PATRICK MCCABE $97,047 VINCENT PETRINI $79,761 KEVIN MYATT $69,589 STEPHEN ALLEGRETTO $58,565 JOHN SKELLY $51,706 DENISE FIORE $49,614 JAMES MORRIS $25,881
PART I, LINE 7 THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
YALE NEW HAVEN HEALTH SERVICES
CORPORATION
Employer identification number

22-2529464
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) MARY-JANE CALLAHAN SEE PART V - COLUMN D 184,822 SEE PART V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV, COLUMN (D) BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS NAME OF INTERESTED PERSON: MARY-JANE CALLAHAN TRUSTEE JACK CALLAHAN'S SISTER, MARY-JANE CALLAHAN, IS EMPLOYED IN THE FINANCE DEPARTMENT OF YALE NEW HAVEN HEALTH SERVICES CORPORATION AND RECEIVED COMPENSATION OVER $10,000.00 DURING THE TAX YEAR BY THE ORGANIZATION.AMOUNT OF TRANSACTION: $184,822
Schedule L (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
YALE NEW HAVEN HEALTH SERVICES
CORPORATION
Employer identification number

22-2529464
Return Reference Explanation
FORM 990, PART III, LINE 4A YALE NEW HAVEN HEALTH SYSTEM IS A NONPROFIT HEALTH SYSTEM THAT INCLUDES FIVE ACUTE-CARE HOSPITALS, A MULTISPECIALTY MEDICAL GROUP, HOME HEALTH CARE, MORE THAN 20 URGENT CARE CENTERS, AND DOZENS OF OUTPATIENT LOCATIONS STRETCHING FROM WESTCHESTER COUNTY, NEW YORK, TO WESTERLY, RHODE ISLAND. THE HEALTH SYSTEM IS AFFILIATED WITH YALE SCHOOL OF MEDICINE. ADVANCING INNOVATION IN HEALTH CARE YALE NEW HAVEN HEALTH ADVANCED UROLOGIC CARE WITH A MINIMALLY INVASIVE PROCEDURE THAT TREATS BENIGN PROSTATIC HYPERPLASIA PROCEDURES. THE HOLMIUM LASER ENUCLEATION OF THE PROSTATE (HOLEP) USES A HIGH-POWERED HOLMIUM LASER TO REMOVE EXCESS PROSTATE TISSUE, OFFERING A LONG-LASTING SOLUTION WITH FEWER COMPLICATIONS AND SHORTER RECOVERY TIMES. EXPANDING MINIMALLY INVASIVE ROBOTIC PROCEDURE CAPABILITIES, THE HEALTH SYSTEM ADVANCED USE OF AQUABLATION, A PROCEDURE FOR MEN WITH BENIGN PROSTATIC HYPERPLASIA (BPH). USING THE PRECISION OF ROBOTICS AND THE HEAT-FREE POWER OF WATER, AQUABLATION REMOVES EXCESS PROSTATE TISSUE TO RELIEVE PRESSURE ON THE URETHRA AND POSSIBLY THE BLADDER. THE PROCEDURE COMBINES A THIN CAMERA AND ULTRASOUND IMAGING TO GIVE THE SURGEON A COMPLETE, MULTI-DIMENSIONAL VIEW OF THE PROSTATE. THE YALE NEW HAVEN HEALTH HEART AND VASCULAR CENTER PERFORMED A SERIES OF FIRSTS WITH TAMBE (THORACOABDOMINAL BRANCH ENDOPROSTHESIS) PROCEDURE IN CONNECTICUT TO TREAT COMPLEX AORTIC ANEURYSMS; THE FIRST ROBOTIC MULTI-ARTERIAL CORONARY ARTERY BYPASS GRAFTING (CABG) TREATMENT FOR CORONARY ARTERY DISEASE IN THE NORTHEAST; AND THE FIRST EVOQUE TRICUSPID VALVE REPLACEMENT SYSTEM TO TREAT SEVERE TRICUSPID VALVE REGURGITATION IN CONNECTICUT. A VARIAN TRUEBEAM LINEAR ACCELERATOR, ONE OF THE MOST ADVANCED RADIATION THERAPY SYSTEMS AVAILABLE, WAS INSTALLED AT SMILOW CANCER HOSPITAL AT WATERFORD. THIS SYSTEM ENABLES HIGHLY PRECISE TUMOR TARGETING, SHORTER TREATMENT REGIMENS, AND IMPROVED PATIENT COMFORT, ELIMINATING THE NEED FOR PERMANENT SKIN TATTOOS PREVIOUSLY USED IN RADIATION THERAPY. THE EXPANSION OF THE VIRTUAL CARE MODEL TO INPATIENT NURSING OPENED MAJOR OPPORTUNITIES FOR NURSES. WITH A PILOT OF 400 BEDS AT YALE NEW HAVEN HOSPITAL, VIRTUAL NURSES PARTNER WITH THE BEDSIDE TEAM TO SUPPORT PATIENT ADMISSION AND DISCHARGE PROCESSES TRADITIONALLY MANAGED BY THE BEDSIDE TEAM. YALE NEW HAVEN HEALTH HOSTED THE HEALTH AI SYMPOSIUM BRINGING TOGETHER HEALTHCARE EXECUTIVES, AI INNOVATORS, CLINICIANS AND POLICYMAKERS TO EXPLORE HOW AI IS TRANSFORMING THE DELIVERY OF CARE. HOSPITALS ACROSS CONNECTICUT SUBMITTED THEIR AI-DRIVEN SOLUTIONS, COMPETING FOR UP TO $100,000 IN FUNDING. YALE NEW HAVEN HEALTH AND HARTFORD HEALTHCARE BROKE GROUND ON THE CONNECTICUT PROTON THERAPY CENTER IN WALLINGFORD, CONNECTICUT. PROTON THERAPY IRRADIATES MANY SOLID CANCER TUMORS. IT IS PARTICULARLY BENEFICIAL FOR CHILDREN, WHO ARE MORE VULNERABLE TO RADIATION DAMAGE AND DIFFICULT-TO-TARGET CANCERS. IMPROVING ACCESS TO CARE ADDRESSING ACCESS TO CARE, YALE NEW HAVEN HEALTH ADDED URGENT CARE CENTERS AND FACILITATED THE INTEGRATION OF NELSON AMBULANCE AND ITS AFFILIATES ACCESS AMBULANCE SERVICE, CONNECTICUT HANDIVAN AND THE LIMO GROUP. THE HEALTH SYSTEM BROUGHT ADDITIONAL SERVICES INTO COMMUNITIES WITH TWO HOSPITAL-BASED RETAIL PHARMACIES AT BRIDGEPORT AND LAWRENCE + MEMORIAL HOSPITALS TO IMPROVE INTEGRATED, PERSONALIZED MEDICATION CARE FOR PATIENTS, EMPLOYEES AND THE COMMUNITY. BUILDING HEALTHIER COMMUNITIES DURING THE ANNUAL #GIVEHEALTHY FOOD DRIVE, YALE NEW HAVEN HEALTH EMPLOYEES DONATED 16,450 POUNDS OF FOOD FOR LOCAL FOOD PANTRIES AND COMMUNITY SERVICES, SURPASSING ITS GOAL. YALE NEW HAVEN HOSPITAL RECEIVED THE 2024 AMERICAN NURSES CREDENTIALING CENTER MAGNET PRIZE, SPONSORED BY PRESS GANEY, FOR DEVELOPING A PSYCHIATRIC INPATIENT SURVEY THAT WILL BE REQUIRED FOR USE BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES IN MORE THAN 1,600 PARTICIPATING INPATIENT BEHAVIORAL HEALTH FACILITIES NATIONWIDE. THE TEAM DISCOVERED A WIDE VARIATION IN HOW BEHAVIORAL HEALTH ORGANIZATIONS GATHER DATA AND A GENERAL LACK OF CONSENSUS AROUND AN ACCURATE SURVEY TOOL. ACROSS THE HEALTH SYSTEM, STAFF SUPPORTED NUMEROUS COMMUNITY INITIATIVES SUCH AS VOLUNTEERING IN SPECIAL OLYMPICS OF CT, HOSTING A WEEKLY "WALK AND TALK WITH A DOC" PROGRAM, PACKING GROCERY BAGS TO SUPPORT STUDENTS AND FAMILIES DURING BREAKS, ASSISTING WITH COMMUNITY CLEAN-UPS, AND PARTICIPATING IN READ ALOUD EVENTS FOR THE PUBLIC SCHOOLS. ACADEMIC HEALTH SYSTEMS, SUCH AS YALE NEW HAVEN HEALTH SYSTEM, FOCUS ON CLINICAL CARE, TEACHING AND RESEARCH TO CREATE A HEALTHCARE ENVIRONMENT WITH THE BEST POSSIBLE OUTCOMES, CUTTING-EDGE TECHNOLOGIES, RESOURCES AND THERAPIES FOR PATIENTS. YNHHS REMAINS COMMITTED TO SAFETY AND QUALITY OF CARE, THE PATIENT EXPERIENCE, AND EXCEPTIONAL, VALUE-BASED CARE TO EVERY PATIENT, IN EVERY SETTING, EVERY TIME.
FORM 990, PART III, LINE 4A PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. IN THE EVENT THAT THE ORGANIZATION DOES NOT RECEIVE A RESPONSE FROM ANY SUCH VOTING MEMBER, THE ORGANIZATION REVIEWS OTHER INFORMATION KNOWN TO IT REGARDING THE VOTING MEMBER AND MAKES A REASONABLE ASSESSMENT OF INDEPENDENCE BASED ON THAT INFORMATION.
FORM 990, PART III, LINE 4C FORM 990, PART IV, LINE 24 HSC IS THE PARENT ORGANIZATION OF THE YALE NEW HAVEN HEALTH SYSTEM REPORTS ON PART X, LINE 23 THE AMOUNT OF ALL TAX-EXEMPT BOND LIABILITIES ALLOCATED TO ITS SUBSIDIARY RELATED ORGANIZATIONS. CONSISTENT WITH THE FORM 990 AND SCHEDULE K INSTRUCTIONS THESE LIABILITIES ARE REPORTED SOLELY ON THE FORM 990 AND SCHEDULE K OF THE FOLLOWING RELATED ORGANIZATIONS: BRIDGEPORT HOSPITAL GREENWICH HOSPITAL YALE NEW HAVEN HOSPITAL
FORM 990, PART VI, SECTION A, LINE 2 PART VI, LINE 2 - BUSINESS RELATIONSHIPS BETWEEN OFFICERS, TRUSTEES, OR KEY EMPLOYEES TWO OF THE TRUSTEES OF THE YALE NEW HAVEN HEALTH SERVICES CORPORATION BOARD ALSO SERVE AS TRUSTEES OF A FOR-PROFIT BOARD, IN WHICH ONE OF THE TRUSTEES HAS A FINANCIAL INTEREST.
FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE YNHHS TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR OF CORPORATE FINANCE. SUBSEQUENTLY, IT IS SENT TO KPMG LLP FOR THEIR INITIAL REVIEW. AFTER ALL COMMENTS FROM THE ABOVE GROUPS ARE RECEIVED AND REVIEWED, THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE SYSTEM AND A FINAL VERSION OF THE RETURN IS SENT BACK TO KPMG LLP FOR FINAL REVIEW. PRIOR TO FILING, THE ORGANIZATION MADE AVAILABLE A COMPLETE COPY OF THE RETURN TO ITS BOARD OF TRUSTEES BY WEB PORTAL
FORM 990, PART VI, SECTION B, LINE 12C THE YALE NEW HAVEN HEALTH SYSTEM COMPLIANCE COMMITTEE HAS BEEN DELEGATED THE AUTHORITY TO APPROVE AND ADOPT COMPLIANCE POLICIES ON BEHALF OF THE ENTITIES IN THE SYSTEM. THE CONFLICT OF INTEREST POLICY AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO PROMPTLY REPORT CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT TO DEVELOP A PLAN TO MITIGATE ANY ACTUAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS RELATED WITH WHICH SHE OR HE HAD AN ACTUAL OR POTENTIAL CONFLICT AND THE ACTUAL OR POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR CEO/TOP OFFICIAL: THE TOP HSC OFFICIAL IS AN EMPLOYEE OF YNHHS. THE YNHHS COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (THE "YNHHS COMPENSATION COMMITTEE"), WHICH INCLUDES A REPRESENTATIVE OF THE ORGANIZATION, IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR YNHHS OFFICER LEVEL EXECUTIVES, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR YNHHS OFFICER LEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD OF TRUSTEES ON AN ANNUAL BASIS. IN ADDITION, THE YNHHS COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL YNHHS OFFICER LEVEL EXECUTIVES, AND ASSURES THAT ALL OFFICER LEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE YNHHS COMPENSATION COMMITTEE CONSISTS OF TRUSTEES WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER LEVEL EXECUTIVE COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMMITTEES IN ITS COMPENSATION DELIBERATIONS IS COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE YNHHS COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE YNHHS COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS THE COMPENSATION PROCESS FOR OFFICERS FOLLOWS THE PROCESS USED FOR HSC'S TOP OFFICIAL DESCRIBED ABOVE IN THE RESPONSE TO PART VI, SECTION B, LINE 15.
FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL AVAILABLE DOCUMENTS ARE ACCESSIBLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G BILLING FEES: PROGRAM SERVICE EXPENSES 13,915,630. MANAGEMENT AND GENERAL EXPENSES 1,553,056. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,468,686. CONSULTING FEES: PROGRAM SERVICE EXPENSES 7,432,806. MANAGEMENT AND GENERAL EXPENSES 829,540. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,262,346. PERSONNEL SUPPORT/OUTSIDE CONTRACTUAL: PROGRAM SERVICE EXPENSES 93,440,985. MANAGEMENT AND GENERAL EXPENSES 10,428,496. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,869,481. TEMPORARY HELP/TRAINING/DEVELOPMENT: PROGRAM SERVICE EXPENSES 18,262,441. MANAGEMENT AND GENERAL EXPENSES 2,038,183. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,300,624.
FORM 990, PART XI, LINE 9: GS SWAP MV ADJUSTMENT 12,030,645. PENSION & POST RETIREMENT CHANGES -35,932,000. ROUNDING 220.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
YALE NEW HAVEN HEALTH SERVICES
CORPORATION
Employer identification number

22-2529464
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) YALE NEW HAVEN CLINICAL AFFILIATES LLC
789 HOWARD AVE
NEW HAVEN,CT06519
99-0810344 		HEALTHCARE SERVICES CT 0 0 YALE NEW HAVEN HEALTH SERVICES CORPORATION
 
(2) URGENT CARE MEDICAL ASSOCIATES LLC
789 HOWARD AVE
NEW HAVEN,CT06519
45-0666163 		URGENT CARE SERVICES CT -1,199,650 23,837,277 YALE NEW HAVEN HEALTH SERVICES CORPORATION
 
(3) HAPPY MOUNTAINS LLC
789 HOWARD AVE
NEW HAVEN,CT06519
30-0800383 		URGENT CARE SERVICES CT -1,647,142 31,358,707 YALE NEW HAVEN HEALTH SERVICES CORPORATION
 
(4) URGENT CARE OF GLASTONBURY LLC
789 HOWARD AVE
NEW HAVEN,CT06519
36-4726458 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(5) URGENT CARE OF ORANGE LLC
789 HOWARD AVE
NEW HAVEN,CT06519
92-2159776 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(6) URGENT CARE OF SHELTON LLC
789 HOWARD AVE
NEW HAVEN,CT06519
93-2008279 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(7) URGENT CARE OF NORWICH LLC
789 HOWARD AVE
NEW HAVEN,CT06519
30-0781732 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(8) URGENT CARE OF MEDFORD LLC
789 HOWARD AVE
NEW HAVEN,CT06519
35-2560936 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(9) URGENT CARE OF BROCKTON LLC
789 HOWARD AVE
NEW HAVEN,CT06519
92-0570877 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(10) MD III BILLING SOLUTIONS LLC
789 HOWARD AVE
NEW HAVEN,CT06519
27-3529010 		BILLING SERVICES CT 0 0 HAPPY MOUNTAINS LLC
 
(11) URGENT CARE OF GROTON LLC
789 HOWARD AVE
NEW HAVEN,CT06519
32-0431637 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(12) URGENT CARE OF RIDGEFIELD LLC
789 HOWARD AVE
NEW HAVEN,CT06519
35-2411978 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(13) URGENT CARE OF ENFIELD LLC
789 HOWARD AVE
NEW HAVEN,CT06519
84-3544791 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(14) URGENT CARE OF WALTHAM LLC
789 HOWARD AVE
NEW HAVEN,CT06519
81-0901308 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(15) URGENT CARE OF MAMARONECK LLC
789 HOWARD AVE
NEW HAVEN,CT06519
84-2814563 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(16) URGENT CARE SOLUTIONS LLC
789 HOWARD AVE
NEW HAVEN,CT06519
 LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(17) URGENT CARE OF HAMDEN LLC
789 HOWARD AVE
NEW HAVEN,CT06519
47-5183691 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(18) URGENT CARE OF STRATFORD LLC
789 HOWARD AVE
NEW HAVEN,CT06519
83-2008867 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(19) WRK VENTURES LLC DBA URGENT CARE OF SOUTHBURY
789 HOWARD AVE
NEW HAVEN,CT06519
20-8033475 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(20) URGENT CARE OF FRANKLIN LLC
789 HOWARD AVE
NEW HAVEN,CT06519
88-1514973 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(21) UC OF SOMERS LLC
789 HOWARD AVE
NEW HAVEN,CT06519
32-0467492 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(22) URGENT CARE OF BRISTOL LLC
789 HOWARD AVE
NEW HAVEN,CT06519
84-3556071 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(23) URGENT CARE OF MANCHESTER LLC
789 HOWARD AVE
NEW HAVEN,CT06519
84-3529223 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(24) URGENT CARE OF WATERBURY LLC
789 HOWARD AVE
NEW HAVEN,CT06519
47-5189446 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(25) URGENT CARE OF NORWALK LLC
789 HOWARD AVE
NEW HAVEN,CT06519
27-3840289 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(26) URGENT CARE OF ATTLEBORO LLC
789 HOWARD AVE
NEW HAVEN,CT06519
88-3845677 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(27) URGENT CARE OF MOHEGAN LAKE LLC
789 HOWARD AVE
NEW HAVEN,CT06519
81-0718871 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(28) URGENT CARE OF BROOKFIELD LLC
789 HOWARD AVE
NEW HAVEN,CT06519
27-0354332 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(29) URGENT CARE OF NEWTOWN LLC
789 HOWARD AVE
NEW HAVEN,CT06519
37-1731766 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(30) URGENT CARE OF WEST HARTFORD LLC
789 HOWARD AVE
NEW HAVEN,CT06519
84-3515868 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(31) URGENT CARE OF DERBY LLC
789 HOWARD AVE
NEW HAVEN,CT06519
37-1767316 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(32) URGENT CARE OF CHESTNUT HILL LLC
789 HOWARD AVE
NEW HAVEN,CT06519
47-5493191 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
(33) URGENT CARE OF WESTWOOD LLC
789 HOWARD AVE
NEW HAVEN,CT06519
81-3254095 		LEASE HOLDER CT 0 0 HAPPY MOUNTAINS LLC
 
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?
Yes No
(1)BRIDGEPORT HOSPITAL
267 GRANT STREET

BRIDGEPORT,CT06610
06-0646554 		HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP
 
Yes
 
(2)BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STREET

BRIDGEPORT,CT06610
22-2908698 		SYSTEM SUPPORT SERVICES CT 501C3 LINE 7 BRIDGEPORT HOSPITAL
 
Yes
 
(3)GREENWICH HOSPITAL
5 PERRYRIDGE ROAD

GREENWICH,CT06830
06-0646659 		HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP
 
Yes
 
(4)LAWRENCE MEMORIAL CORPORATION
365 MONTAUK AVENUE

NEW LONDON,CT06320
22-2553028 		PROMOTE HEALTHCARE CT 501C3 LINE 12A, I YALE NEW HAVEN HEALTH SERVICES CORP
 
Yes
 
(5)LAWRENCE MEMORIAL HOSPITAL INC
365 MONTAUK AVENUE

NEW LONDON,CT06320
06-0646704 		HEALTHCARE SERVICES CT 501C3 LINE 3 LAWRENCE MEMORIAL CORPORATION
 
Yes
 
(6)LMW HEALTHCARE INC
365 MONTAUK AVENUE

NEW LONDON,CT06320
46-0543230 		HEALTHCARE SERVICES RI 501C3 LINE 3 LAWRENCE MEMORIAL CORPORATION
 
Yes
 
(7)NORTHEAST MEDICAL GROUP INC
99 HAWLEY LANE

STRATFORD,CT06614
06-1330992 		HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN HEALTH SERVICES CORP
 
Yes
 
(8)NORTHEAST MEDICAL GROUP PLLC
99 HAWLEY LANE

STRATFORD,CT06614
35-2380180 		HEALTHCARE SERVICES NY 501C3 LINE 12A, I NORTHEAST MEDICAL GROUP INC
 
Yes
 
(9)PERRYRIDGE CORPORATION
5 PERRYRIDGE ROAD

GREENWICH,CT06830
06-1207316 		SYSTEM SUPPORT SERVICES CT 501C3 LINE 10 GREENWICH HOSPITAL
 
Yes
 
(10)SOUTHERN CONNECTICUT HEALTH SYSTEM PROPERTIES INC
267 GRANT STREET

BRIDGEPORT,CT06610
06-1297708 		TITLE HOLDING CT 501C3   BRIDGEPORT HOSPITAL
 
Yes
 
(11)THE WESTERLY HOSPITAL FOUNDATION INC
25 WELLS STREET

WESTERLY,RI02891
05-0508064 		FUNDRAISING SERVICES RI 501C3 LINE 12A, I LMW HEALTHCARE INC
 
Yes
 
(12)VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC
403 NORTH FRONTAGE ROAD

WATERFORD,CT06385
06-0646616 		HOME HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC
 
Yes
 
(13)WESTERLY HOSPITAL AUXILIARY INC
25 WELLS STREET

WESTERLY,RI02891
22-2507181 		FUNDRAISING ACTIVITIES RI 501C3 LINE 12A, I LMW HEALTHCARE INC
 
Yes
 
(14)YALE NEW HAVEN CARE CONTINUUM CORP
789 HOWARD AVE

NEW HAVEN,CT06519
45-5235566 		NURSING HOME CT 501C3 LINE 3 YALE NEW HAVEN HOSPITAL
 
Yes
 
(15)YALE NEW HAVEN HEALTH AT HOME INC
789 HOWARD AVE

NEW HAVEN,CT06519
06-1044331 		HOME HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC
 
Yes
 
(16)YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK INC
789 HOWARD AVE

NEW HAVEN,CT06519
92-2465235 		HOME HEALTHCARE ACTIVITIES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP
 
Yes
 
(17)YALE NEW HAVEN HOSPITAL
20 YORK STREET

NEW HAVEN,CT06504
06-0646652 		HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP
 
Yes
 
(18)YNH MANCHESTER MEMORIAL HOSPITAL INC
789 HOWARD AVE

NEW HAVEN,CT06519
92-2374918 		HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP
 
Yes
 
(19)YNH WATERBURY HOSPITAL INC
789 HOWARD AVE

NEW HAVEN,CT06519
92-2353660 		HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No
(1) YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST

20 YORK STREET
NEW HAVEN,CT06510
27-1374301 		INVESTMENT DE YALE NEW HAVEN HEALTH SERVICES CORPORATION
  		RELATED -121,059 3,546,558,043   No     No 8.720 %
(2) YNHHSCUSP SURGERY CENTERS LLC

15305 DALLAS PKWY STE 1600
ADDISON,TX75001
38-4021595 		HEALTHCARE SERVICES CT YALE NEW HAVEN HEALTH SERVICES CORPORATION
  		RELATED       No     No 51.000 %










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?
Yes No
(1) CORPORATE PROFESSIONAL BUSINESS SERVICES INC

789 HOWARD AVE
NEW HAVEN,CT06519
06-1467717 		MANAGEMENT SERVICES CT N/A
 C 1,502,488 3,572,280 100.000 % Yes  
(2) GREENWICH FERTILITY & IVF PC

5 PERRYRIDGE ROAD
GREENWICH,CT06830
30-0145464 		HEALTHCARE SERVICES CT GREENWICH HOSPITAL
  		C 4,845,826 2,077,169 100.000 % Yes  
(3) GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY

5 PERRYRIDGE ROAD
GREENWICH,CT06830
45-3833883 		HEALTHCARE SERVICES NJ GREENWICH HOSPITAL
  		C 1,350 70,243 100.000 % Yes  
(4) GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC

5 PERRYRIDGE ROAD
GREENWICH,CT06830
06-1540101 		HEALTHCARE SERVICES NY GREENWICH HOSPITAL
  		C   52,240 100.000 % Yes  
(5) L & M SYSTEMS INC

365 MONTAUK AVENUE
NEW LONDON,CT06320
22-2553037 		HEALTHCARE RELATED SERVICES CT LAWRENCE MEMORIAL CORPORATION
  		C     100.000 % Yes  
(6) L&M HOME CARE SERVICES INC

365 MONTAUK AVENUE
NEW LONDON,CT06320
06-1389272 		HOME THERAPY CT L & M SYSTEMS INC
  		C 821,867 7,781,247 100.000 % Yes  
(7) MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC

50 YORK STREET
NEW HAVEN,CT06511
06-1087673 		PHARMACY CT YALE NEW HAVEN HOSPITAL
  		C 78,564,973 128,962,628 100.000 % Yes  
(8) YALE NEW HAVEN AMBULATORY SERVICES

40 TEMPLE STREET
NEW HAVEN,CT06510
06-1398526 		HEALTHCARE SERVICES CT YALE NEW HAVEN HOSPITAL
  		C 8,262,995 29,099,964 100.000 % Yes  
(9) YNHH PHYSICIANS CORP

789 HOWARD AVE
NEW HAVEN,CT06519
06-1202305 		ADMINISTRATIVE SERVICES CT N/A
 C     100.000 % Yes  
(10) URGENT CARE MEDICAL ASSOCIATES OF MA LLC

1210 BOYLSTON STREET
BROOKLINE,MA02467
93-3649266 		URGENT CARE SERVICES MA YALE NEW HAVEN HEALTH SERVICES CORPORATION
  		C 12,986,053 6,881,913 100.000 % Yes  
(11) URGENT CARE MEDICAL OF NEW YORK LLC

31 OLD ROUTE 7
BROOKFIELD,CT06804
81-4526538 		URGENT CARE SERVICES CT YALE NEW HAVEN HEALTH SERVICES CORPORATION
  		C 4,519,248 1,170,354 100.000 % Yes  
(12) OAK CAPTIVE INCORPORATED PIC

PO BOX 1159 878 WEST BAY ROAD
GRAND CAYMAN   KY1-1101
CJ
19-1581582 		CAPTIVE INSURANCE CJ YALE NEW HAVEN HEALTH SERVICES CORPORATION
  		C     100.000 %   No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
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) BRIDGEPORT HOSPITAL

 I 74,200,848 COST
(2) BRIDGEPORT HOSPITAL

 J 2,309,180 COST
(3) BRIDGEPORT HOSPITAL

 L 129,612,392 COST
(4) BRIDGEPORT HOSPITAL

 M 1,622,585 COST
(5) BRIDGEPORT HOSPITAL

 O 49,908,813 COST
(6) BRIDGEPORT HOSPITAL

 P 349,780,433 COST
(7) BRIDGEPORT HOSPITAL

 R 1,748,661 COST
(8) BRIDGEPORT HOSPITAL

 S 520,366,589 COST
(9) CORPORATE PROFESSIONAL BUSINESS SERVICES INC

 L 2,502,488 FAIR MARKET VALUE
(10) CORPORATE PROFESSIONAL BUSINESS SERVICES INC

 Q 1,386,615 FAIR MARKET VALUE
(11) CORPORATE PROFESSIONAL BUSINESS SERVICES INC

 S 1,264,685 FAIR MARKET VALUE
(12) GREENWICH HOSPITAL

 I 841,222 COST
(13) GREENWICH HOSPITAL

 K 848,981 COST
(14) GREENWICH HOSPITAL

 L 92,948,863 COST
(15) GREENWICH HOSPITAL

 O 26,620,785 COST
(16) GREENWICH HOSPITAL

 P 211,648,422 COST
(17) GREENWICH HOSPITAL

 S 324,181,462 COST
(18) HOME CARE PLUS INC

 M 5,320,205 COST
(19) HOME CARE PLUS INC

 R 1,088,406 COST
(20) HOME CARE PLUS INC

 Q 5,449,639 COST
(21) LAWRENCE MEMORIAL HOSPITAL INC

 I 741,407 COST
(22) LAWRENCE MEMORIAL HOSPITAL INC

 K 141,234 COST
(23) LAWRENCE MEMORIAL HOSPITAL INC

 L 66,046,058 COST
(24) LAWRENCE MEMORIAL HOSPITAL INC

 M 208,635 COST
(25) LAWRENCE MEMORIAL HOSPITAL INC

 O 25,151,632 COST
(26) LAWRENCE MEMORIAL HOSPITAL INC

 P 225,389,934 COST
(27) LAWRENCE MEMORIAL HOSPITAL INC

 S 307,340,137 COST
(28) MEDICAL CENTER PHARMACY & HOME CARE CENTER INC

 K 1,484,900 FAIR MARKET VALUE
(29) MEDICAL CENTER PHARMACY & HOME CARE CENTER INC

 M 12,242,454 FAIR MARKET VALUE
(30) MEDICAL CENTER PHARMACY & HOME CARE CENTER INC

 Q 204,410 FAIR MARKET VALUE
(31) MEDICAL CENTER PHARMACY & HOME CARE CENTER INC

 R 13,762,947 FAIR MARKET VALUE
(32) NORTHEAST MEDICAL GROUP INC

 K 1,006,383 COST
(33) NORTHEAST MEDICAL GROUP INC

 L 379,522 COST
(34) NORTHEAST MEDICAL GROUP INC

 M 44,886,991 COST
(35) NORTHEAST MEDICAL GROUP INC

 O 42,912,347 COST
(36) NORTHEAST MEDICAL GROUP INC

 Q 319,182,026 COST
(37) NORTHEAST MEDICAL GROUP INC

 R 419,123,616 COST
(38) SHORELINE ENDOSCOPY CENTER

 M 518,259 FAIR MARKET VALUE
(39) SHORELINE ENDOSCOPY CENTER

 Q 66,912 FAIR MARKET VALUE
(40) SHORELINE ENDOSCOPY CENTER

 R 771,516 FAIR MARKET VALUE
(41) SHORELINE ENDOSCOPY CENTER

 S 321,647 FAIR MARKET VALUE
(42) YALE NEW HAVEN CARE CONTINUUM CORP

 M 2,130,556 COST
(43) YALE NEW HAVEN CARE CONTINUUM CORP

 Q 1,983,186 COST
(44) YALE NEW HAVEN HOSPITAL

 I 6,526,282 COST
(45) YALE NEW HAVEN HOSPITAL

 K 1,941,331 COST
(46) YALE NEW HAVEN HOSPITAL

 L 523,152,640 COST
(47) YALE NEW HAVEN HOSPITAL

 O 322,129,591 COST
(48) YALE NEW HAVEN HOSPITAL

 P 2,458,515,803 COST
(49) YALE NEW HAVEN HOSPITAL

 Q 195,010,480 COST
(50) YALE NEW HAVEN HOSPITAL

 R 45,792,364 COST
(51) YALE NEW HAVEN HOSPITAL

 S 3,138,142,197 COST
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
PART II, NAME CHANGE OF RELATED TAX-EXEMPT ORGANIZATION YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK, INC. - AS OF 4/18/2025, YNH HEALTH AT HOME, INC. HAS CHANGED ITS NAME TO YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK, INC.
PART II, NAME CHANGE OF RELATED TAX-EXEMPT ORGANIZATION YALE NEW HAVEN HEALTH AT HOME, INC. - AS OF 4/18/2025, HOME CARE PLUS, INC. HAS CHANGED ITS NAME TO YALE NEW HAVEN HEALTH AT HOME, INC.
Schedule R (Form 990) (Rev. 1-2025)

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