2024-08-13T13:11:38-05:00 2023-09-30 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 10154 990 2022-10-01 060646554 BRIDGEPORT HOSPITAL BRID 2036882603 267 GRANT STREET BRIDGEPORT CT 06610 JOSHUA W MORRIS EVP & CFO 2036882603 2024-08-13 0 0 EVAN W SEEKAMP P01907071 2127589700 2022 2024-08-08 14:25:15Z GAIL KOSYLA 267 GRANT ST BRIDGEPORT CT 06610 860480965 0 X WWW.BRIDGEPORTHOSPITAL.ORG X 1878 CT TO OPERATE AN ACUTE CARE HOSPITAL IN BRIDGEPORT, CONNECTICUT. 12 10 4191 258 1015938 106450 16777027 11596713 744647313 770861994 12927710 1633522 51328681 53955992 825680731 838048221 1386243 3532278 0 0 337772251 364753848 0 0 0 492656509 529240977 831815003 897527103 -6134272 -59478882 758228857 673274303 374648887 329178585 383579970 344095718 X TO OPERATE AN ACUTE CARE HOSPITAL IN BRIDGEPORT, CONNECTICUT FOR THE CARE AND TREATMENT OF PERSONS SUFFERING FROM DISEASE OR OTHER PHYSICAL OR MENTAL CONDITIONS WITHOUT REGARD TO RACE, COLOR, CREED, SEX, AGE OR ABILITY TO PAY. 0 0 831523952 3532278 820261411 SCHEDULE OA MEMBER OF YALE NEW HAVEN HEALTH SYSTEM ("YNHHS"), BRIDGEPORT HOSPITAL IS A NON-PROFIT 501-BED ACUTE CARE HOSPITAL WITH TWO CAMPUSES. ITS BRIDGEPORT AND MILFORD CAMPUSES SERVE PATIENTS FROM ACROSS THE REGION. IT IS HOME TO THE ONLY BURN CENTER IN CONNECTICUT AND FEATURES THE SECOND INPATIENT CAMPUS OF YALE NEW HAVEN CHILDREN'S HOSPITAL. YNHHS HAS A FORMAL CLINICAL AFFILIATION AGREEMENT WITH YALE UNIVERSITY SCHOOL OF MEDICINE ("YSM"), A DIVISION OF YALE UNIVERSITY, TO SUPPORT PATIENT CARE, FACULTY, MEDICAL EDUCATION AND CLINICAL RESEARCH. YNHHS IS ALSO CLINICALLY AFFILIATED WITH YSM'S CLINICAL PRACTICE YALE MEDICINE ("YM"), WHICH IS A DIVISION OF YALE UNIVERSITY. AN ACADEMIC AFFILIATE OF YSM, BRIDGEPORT HOSPITAL FOCUSES ON PROVIDING SAFE, COMPASSIONATE AND COST-EFFICIENT CARE TO ITS PATIENTS AND THE COMMUNITY.BRIDGEPORT HOSPITAL PERFORMED ITS 500TH TRANSAORTIC VALVE REPLACEMENT (TAVR). THIS MINIMALLY INVASIVE PROCEDURE HAS REPLACED TRADITIONAL OPEN-HEART SURGERY FOR MANY HEART VALVE REPLACEMENTS. THE BENEFITS OF TAVR, A CATHETER-BASED APPROACH, INCLUDES SMALLER INCISIONS, FASTER RECOVERY AND SHORTER HOSPITAL STAYS. A SIMILAR PROCEDURE CAN NOW BE USED TO REPAIR OR REPLACE FAULTY MITRAL VALVES IN THE HEART AS WELL.THE POSTPARTUM HEART CARE PROGRAM AT BRIDGEPORT HOSPITAL, ONE OF THE NORTHEAST'S FIRST, WAS RECOGNIZED FOR PROVIDING CARDIAC RISK REDUCTION STRATEGIES FOR NEW MOTHERS WITH PREECLAMPSIA, ECLAMPSIA OR GESTATIONAL HYPERTENSION. THE MULTI-DISCIPLINARY PROGRAM ACCEPTS ALL WOMEN REGARDLESS OF INSURANCE, PROVIDES CULTURALLY CONTEXTUALIZED AND INDIVIDUALIZED PLANS THAT INCLUDE NUTRITION CONSULTS, MENTAL HEALTH REFERRALS, MEDICATION MANAGEMENT AS WELL AS CONNECTIONS TO CARDIOLOGY AND PRIMARY CARE. OVER 80 PERCENT OF PARTICIPANTS ARE FROM UNDERSERVED PATIENT POPULATIONS. BRIDGEPORT HOSPITAL EARNED THE JOINT COMMISSION'S ADVANCED CERTIFICATION FOR TOTAL HIP AND KNEE REPLACEMENT. THIS CERTIFICATION DEMONSTRATES COMMITMENT TO THE HIGHEST LEVEL OF CARE AND SAFETY FOR PATIENTS. THE CERTIFICATION RECOGNIZES THE HOSPITAL AS A LEADER AND INNOVATOR IN JOINT REPLACEMENT SURGERY, EMPLOYING A FULL RANGE OF TECHNIQUES AND THERAPIES THAT PUT THE PATIENT FIRST AT EVERY STAGE OF TREATMENT, FROM DIAGNOSIS THROUGH TREATMENT AND RECOVERY. THE INPATIENT REHABILITATION UNIT AT THE BRIDGEPORT HOSPITAL MILFORD CAMPUS WAS RECOGNIZED AS A TOP PHYSICAL REHABILITATION CENTER BY NEWSWEEK, RANKED AMONG THE TOP 50 IN THE UNITED STATES AS WELL AS FOURTH IN THE NORTHEAST.RECOGNIZING THAT SAFE, QUALITY HEALTHCARE RESTS ON ENSURING THAT EVERYONE HAS A FAIR AND JUST OPPORTUNITY TO BE AS HEALTHY AS POSSIBLE, REGARDLESS OF RACE OR ETHNICITY, BRIDGEPORT HOSPITAL, AS PART OF YALE NEW HAVEN HEALTH, LAUNCHED THE WE ASK BECAUSE WE CARE CAMPAIGN, A MULTI-PHASED INITIATIVE TO IMPROVE THE EQUITY, QUALITY AND SAFETY OF PATIENT CARE.STUDIES SHOW THAT RACIAL AND ETHNIC MINORITY PATIENTS OFTEN FACE BARRIERS TO HEALTH CARE EXACERBATED BY CHALLENGES RELATED TO INSURANCE, TRANSPORTATION, EDUCATION AND SOCIOECONOMICS. DESIGNED TO ADDRESS THE NEEDS IN THE HISPANIC POPULATION, THE HISPANIC BREAST CANCER PROGRAM AT BRIDGEPORT HOSPITAL FOCUSES ON EDUCATION, PREVENTION AND OUTREACH TO THE HISPANIC POPULATION WHILE BREAKING DOWN MISCONCEPTIONS ABOUT TREATMENT AND MISTRUST OF PROVIDERS TO IMPROVE ACCESS TO CARE.BRIDGEPORT HOSPITAL AND ITS COMMUNITY PARTNERS RELEASED THE RESULTS OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), WHICH IS CONDUCTED EVERY THREE YEARS. THE RESULTS ARE USED TO DEVELOP PROGRAMS AND SERVICES THAT TARGET THE SPECIFIC NEEDS OF THE COMMUNITIES. THE CHNA NOTED THAT FOOD INSECURITY IS AN ISSUE WITHIN COMMUNITIES SERVED. BRIDGEPORT HOSPITAL EMPLOYEES CONTRIBUTED TO THE SYSTEM-SUPPORTED FOOD DRIVE, GIVEHEALTHY, WHICH COLLECTED MORE THAN 8,650 POUNDS OF FOOD TO HELP COMBAT FOOD INSECURITY DURING THE 2023 CAMPAIGN. THE FARM STAND AT BRIDGEPORT HOSPITAL ALSO OFFERED RESIDENTS FRESH, LOCALLY GROWN PRODUCE WITH PRICES SUBSIDIZED THROUGH WIC FARMERS' MARKET NUTRITION PROGRAM PAYMENTS AND SNAP/EBT.COLLABORATING WITH THE MILFORD CT CHAPTER OF THE LINKS, BRIDGEPORT HOSPITAL PROVIDED HEALTHCARE SERVICES AND SCREENINGS AT THE BLACK FAMILY WELLNESS EXPO. STAFF OFFERED FREE BLOOD PRESSURE SCREENINGS AND INFORMATION ABOUT LUNG CANCER SCREENINGS, ATRIAL FIBRILLATION TREATMENT, MEN'S HEALTH AND INJURY PREVENTION.BRIDGEPORT HOSPITAL, WITH THE CITY OF BRIDGEPORT, OPENED STAFF WELLNESS ROOMS IN THE CITY'S EMERGENCY OPERATIONS CENTER. THE WELLNESS AREA, FURNISHED WITH EXERCISE EQUIPMENT, COMFORTABLE FURNITURE AND OTHER AMENITIES, IS A PLACE FOR THE FIRST RESPONDERS TO DECOMPRESS AND DE-STRESS BETWEEN EMERGENCY CALLS. THROUGHOUT 2023, IN ADDITION TO MANAGING THE EMERGENT NEEDS OF PATIENTS, STAFF AND COMMUNITY, BRIDGEPORT HOSPITAL DEMONSTRATED A STRONG COMMITMENT TO PATIENT CARE, CLINICAL QUALITY, PATIENT SAFETY AND FINANCIAL STEWARDSHIP TO THE PEOPLE AND COMMUNITIES IT SERVES. 831523952 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 297 0 4191 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X VERNETTE D GRAY 2036889585 789 HOWARD AVENUE NEW HAVEN CT 06519 VINCENT PETRINI TRUSTEE (CURRENT YR COMP) 6.00 34.00 X 128871 730263 141611 VINCENT PETRINI TRUSTEE (VESTED DEFERRED) 6.00 34.00 X 517836 2934402 0 THOMAS BALCEZAK TRUSTEE 1.00 39.00 X 0 1575875 522756 ANNE DIAMOND PRESIDENT/TRUSTEE 38.00 2.00 X X 0 989744 381269 FRANCISCO GARRIDO PHYSICIAN 37.00 3.00 X 1069502 92350 45347 PAMELA SCAGLIARINI CHIEF OPERATING OFFICER 38.00 2.00 X 783918 0 296872 VICTOR MORRIS SVP/CHIEF MEDICAL OFFICER 40.00 0.00 X 827549 0 114505 ROCKMAN FERRIGNO PHYSICIAN 40.00 0.00 X 765707 0 16508 CAROLYN SALSGIVER FORMER OFFICER 0.00 0.00 X 0 550394 222212 HAROLD SAUER PHYSICIAN 40.00 0.00 X 739605 0 32773 EUGENE COLUCCI TREASURER/SVP 22.00 18.00 X 380217 311086 49709 RICHARD GREINER PHYSICIAN 40.00 0.00 X 551529 0 84890 JONATHAN MAISEL PHYSICIAN 40.00 0.00 X 576978 0 51954 RYAN O'CONNELL FORMER OFFICER 0.00 0.00 X 0 573395 42952 MARYELLEN KOSTURKO SVP PATIENT CARE 40.00 0.00 X 455314 0 52484 CANERA PAGANO ASSISTANT SECRETARY 1.00 39.00 X 0 202589 29855 MARC LOMBARDI FORMER OFFICER 0.00 0.00 X 0 140171 11136 ED RODRIGUEZ CHAIRMAN/TRUSTEE 1.00 1.00 X X 0 0 0 JOHN FALCONI VICE CHAIR/TRUSTEE 1.00 2.00 X X 0 0 0 GARY ZIMMERMAN SECRETARY/TRUSTEE 1.00 0.00 X X 0 0 0 MURALI CHIRUVALI TRUSTEE 1.00 0.00 X 0 0 0 MEREDITH KAZER TRUSTEE 1.00 0.00 X 0 0 0 THOMAS LENCI TRUSTEE 1.00 0.00 X 0 0 0 RICHARD MEISENHEIMER TRUSTEE 1.00 0.00 X 0 0 0 EMIL MESHBERG TRUSTEE 1.00 1.00 X 0 0 0 RONALD NOREN TRUSTEE 1.00 0.00 X 0 0 0 MEREDITH REUBEN TRUSTEE 1.00 1.00 X 0 0 0 6797026 8100269 2096833 841 1 1 0 UNITED SECURITY INC 1525 KINGS HIGHWAY SUITE 104 FAIRFIELD CT 06824 SECURITY SERVICE 7547926 VIZIENT INC 290 E JOHN CARPENTER FREEWAY IRVING TX 75062 CONSULTING SERVICE 4255325 UNITEX TEXTILE RENTAL INC 161 SOUTH MACQESTEN PARKWAY MOUNT VERNON NY 10550 LAUNDERING SERVICE 2882187 DILLONS SERVICES LLC PO BOX 571 STRATFORD CT 06615 WASTE MANAGEMENT SERVICE 1376238 DVA RENAL HEALTHCARE INC 30 COMMERCE RD STAMFORD CT 06902 MEDICARE/CLINICS SERVICE 1244641 65 3673733 7922980 3182400 11596713 OUTPATIENT REVENUE 621990 391649996 391649996 INPATIENT REVENUE 621990 378191238 378191238 LABORATORY SERVICES 621500 522124 522124 SESSION LEASE 621500 498636 498636 770861994 691305 691305 7727464 5944203 1783261 1783261 1783261 17409258 21500 16488541 0 920717 21500 942217 942217 OTHER OP INC SMILOW ON 900099 24842796 24842796 PEDIATRIC ANCILLARY 900099 10683696 10683696 MC IRU REVENUE 900099 6337890 6337890 10308349 7535035 -4822 2778136 52172731 838048221 819240651 1015938 6194919 X 347500 347500 3184778 3184778 3979699 397970 3581729 282416183 252375046 30041137 14651908 13457437 1194471 44684655 41005250 3679405 19021403 17470716 1550687 603194 554020 49174 56353 51759 4594 11605 10659 946 192099 192099 313526828 296773369 16753459 47906 44001 3905 7894933 7251312 643621 23535453 21616766 1918687 226882 208386 18496 529393 486235 43158 7021870 6449424 572446 27126026 24914624 2211402 29412670 27014853 2397817 14255493 13093339 1162154 MEDICAL SUPPLIES 97648820 97648820 LIABILITY EXPENSES 4994242 4994242 BOOKS/LICENSES 1935769 1777959 157810 MISC. BANK FEES 221441 203388 18053 897527103 831523952 66003151 0 18472855 0 103528186 98287055 9276614 8278014 22703883 988700 767039796 457359518 298159629 309680278 28358528 23363602 9790483 7514872 75743386 75743386 192195293 149418396 758228857 673274303 100297441 157758412 1963638 1709413 87041459 84327004 185346349 85383756 374648887 329178585 X 345557112 324395916 38022858 19699802 383579970 344095718 758228857 673274303 X -59478882 1683987 18310643 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 500 0 0 1 56380 0 1 135219 192099 0 PART II-B, LINE 1: THE AMOUNT REPORTED IN "OTHER ACTIVITIES" REPRESENTS A PORTION OF PROFESSIONAL DUES ATTRIBUTABLE TO LOBBYING DURING FY 2023. ALSO, THE HEALTH SYSTEM OFFICIALS HAD MEETINGS AND CONTACTS WITH STATE GOVERNMENT OFFICIALS, INCLUDING STATE LEGISLATORS AND THEIR STAFF TO DISCUSS VARIOUS HEALTH CARE REFORM PROPOSALS. BRIDGEPORT HOSPITAL IS PART OF AN AFFILIATED GROUP WITH THE FOLLOWING LOBBYING EXPENSES: YALE NEW HAVEN HOSPITAL EIN 06-0646652 $ 965,194 GREENWICH HOSPITAL EIN 06-0646659 $ 116,586 LAWRENCE + MEMORIAL HOSPITAL EIN 06-0646704 $ 101,195 LMW HEALTHCARE, INC EIN 46-0543230 $ 45,989 NORTHEAST MEDICAL GROUP INC EIN 06-1330992 $ 39,604 0 27807548 2468237 976547 29299238 31617710 -2793371 1016791 27807548 26727816 5909708 1019814 31617710 26207000 1837794 1316978 26727816 26628000 654000 1075000 26207000 0.12101 0.18458 0.69441 0 0 43567763 43567763 306481774 180829666 125652108 62461803 21853679 40608124 325822782 254676173 71146609 28705674 28705674 309680278 OTHER RECEIVABLES 2722886 INTEREST IN BRIDGEPORT HOSPITAL FOUNDATION,INC. 120711661 RIGHT OF USE ASSET 19616232 INTERCOMPANY RECEIVABLES 6367617 149418396 SELF INSURANCE 1000000 THIRD PARTY PAYABLE 25250656 DUE TO AFFILIATES 39516868 LEASE LIABILITY LTO 19616232 85383756 X PART V, LINE 4: INTENDED USES FOR ENDOWMENT FUNDS THE ENDOWED FUNDS' INTENDED USE IS TO GENERATE INCOME TO SUPPORT BRIDGEPORT HOSPITAL PROGRAM SERVICE FUNCTIONS AND OTHER OPERATIONS IN ACCORDANCE WITH THE BRIDGEPORT HOSPITAL POOLED INVESTMENT POLICY, INCLUDING TO PROVIDE FREE CARE, ALL IN ACCORDANCE WITH AND BASED ON DONORS' WISHES. PART X, LINE 2: BRIDGEPORT HOSPITAL IS INCLUDED IN THE CONSOLIDATED YALE NEW HAVEN HEALTH CORPORATION 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. GAAP REQUIRES THE SYSTEM TO EVALUATE 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, 2023 AND 2022. 1 1 1 X 250.000000000000 1 X 550.000000000000 1 1 1 0 1 1 30593 64722486 32019000 32703486 0.03640 148268 212680512 127870151 84810361 0.09450 178861 277402998 159889151 117513847 0.13090 15 13885 5754993 1312446 4442547 0.00490 4 308 17979554 0 17979554 0.02000 2 28272 106782006 101077575 5704431 0.00640 0 0 6 54799 202626 3300 199326 0.00020 27 97264 130719179 102393321 28325858 0.03150 27 276125 408122177 262282472 145839705 0.16240 1 11498 11498 0.00000 2 305 19593 2320 17273 0.00000 1 190 2841 2841 0.00000 4 495 33932 2320 31612 0.00000 1 27750000 142805621 164391302 -21585681 X 1 1 1 NONE NONE 1 1 BRIDGEPORT HOSPITAL 267 GRANT STREET BRIDGEPORT CT 06610 WWW.BRIDGEPORTHOSPITAL.ORG 0040 X X X X X BRIDGEPORT HOSPITAL 1 0 0 1 X X X X X X X X X 21 1 1 1 1 X SEE PART V SUPPLEMENTAL INFORMATION X 1 21 1 SEE PART V SUPPLEMENTAL INFORMATION 0 1 X 250.000000000000 550.000000000000 X X X X X 1 1 X X X 1 X SEE PART V X SEE PART V X SEE PART V X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION A: THIS STATE LICENSE FOR THE HOSPITAL LOCATION LISTED IN SCHEDULE H, PART V, SECTION A, ALSO COVERS VARIOUS SATELLITE LOCATIONS OPERATED UNDER AND EXPRESSLY LISTED ON THE SAME STATE HOSPITAL LICENSE. BRIDGEPORT HOSPITAL PART V, SECTION B, LINE 5: COMMUNITY ENGAGEMENT AND FEEDBACK WERE AN INTEGRAL PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. BRIDGEPORT HOSPITAL AND ITS COMMUNITY PARTNERS SOUGHT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY THE HOSPITAL. PUBLIC HEALTH AND HEALTH CARE PROFESSIONALS SHARED KNOWLEDGE AND EXPERTISE ABOUT HEALTH ISSUES, WHILE LEADERS AND REPRESENTATIVES OF NON-PROFIT AND COMMUNITY-BASED ORGANIZATIONS PROVIDED INSIGHT ON THE COMMUNITY SERVED BY THE HOSPITAL, INCLUDING MEDICALLY UNDERSERVED, LOW INCOME, AND MINORITY POPULATIONS. BRIDGEPORT HOSPITAL PART V, SECTION B, LINE 6A: YES, ST. VINCENT'S MEDICAL CENTER, ALSO LOCATED IN BRIDGEPORT. BRIDGEPORT HOSPITAL PART V, SECTION B, LINE 6B: YES, THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED WITH COMMUNITY PARTNERS THAT PROVIDED GUIDANCE, EXPERTISE, AND ONGOING COLLABORATION TO FOSTER COLLECTIVE IMPACT IN IMPROVING THE HEALTH AND WELLBEING OF THE GREATER BRIDGEPORT COMMUNITY. THIS INCLUDED THE HEALTH IMPROVEMENT ALLIANCE, WHOSE MEMBER ORGANIZATIONS ARE REPRESENTATIVE OF THOSE IN THE COMMUNITY WHO SERVE UNDERSERVED, LOW-INCOME, AND HARD TO REACH POPULATIONS. THIS APPROACH TO ASSESSMENT AND PLANNING AIMS TO ENGAGE AGENCIES, ORGANIZATIONS, AND RESIDENTS IN THE AREA THROUGH PARTICIPATORY AND COLLABORATIVE APPROACHES.PART V, SECTION B, LINE 7A - HOSPITAL FACILITY'S WEBSITE HTTPS://WWW.BRIDGEPORTHOSPITAL.ORG/ABOUT/COMMUNITY/HEALTH-NEEDS-ASSESSMENTPART V, SECTION B, LINE 10A:HTTPS://WWW.BRIDGEPORTHOSPITAL.ORG/ABOUT/COMMUNITY/HEALTH-NEEDS-ASSESSMENT BRIDGEPORT HOSPITAL PART V, SECTION B, LINE 11: BRIDGEPORT HOSPITAL DEVELOPED A COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) TO GUIDE OUR EFFORTS IN RESPONDING TO OUR COMMUNITY'S NEEDS. USING RECOMMENDATIONS FROM THE PEOPLE WHO DELIVER AND USE THESE SERVICES, WE WILL FOSTER COLLABORATION TO BETTER COORDINATE OUR COMMUNITY RESOURCES. WE WILL SEEK TO BETTER CONNECT PEOPLE TO THE SERVICES THEY NEED AND REDUCE DISPARITIES IN HEALTH AND SOCIOECONOMIC MEASURES THAT STEM FROM UNDERLYING INEQUITIES IN OUR SOCIETY. WE USED THE TOP NEEDS IDENTIFIED THROUGH COMMUNITY ENGAGEMENT AS A FOUNDATION FOR OUR CHIP DEVELOPMENT TO ADDRESS THE NEEDS OF GREATEST CONCERN TO COMMUNITY MEMBERS. THESE INDIVIDUALS PROVIDED DIVERSE PERSPECTIVES ON HEALTH TRENDS, SHARED LIVED EXPERIENCES AMONG HISTORICALLY DISENFRANCHISED AND UNDERSERVED POPULATIONS, AND PROVIDED INSIGHTS INTO SERVICE DELIVERY GAPS THAT CONTRIBUTE TO HEALTH DISPARITIES AND INEQUITIES. THE COMMUNITY NEEDS ARE AFFORDABLE HEALTHCARE, BEHAVIORAL HEALTH, DRUG/ALCOHOL MISUSE, EDUCATION, FINANCIAL SECURITY, FOOD SECURITY AND HOUSING. THE CHIP PROVIDES DIRECTION FOR ADDRESSING THE HEALTH AND WELLBEING NEEDS OF THE COMMUNITY.THE CHIP WAS DEVELOPED BY A HOSPITAL TASK FORCE COMPRISED OF LEADERS FROM MULTIPLE DEPARTMENTS TO CAPTURE ALL HOSPITAL AND HEALTH SYSTEM EFFORTS THAT IMPACT THE HEALTH OF THE LOCAL COMMUNITY. CHIP GOALS REFLECT IDENTIFIED NEEDS AND WERE CONFIRMED THROUGH DISCUSSIONS WITH COMMUNITY LEADERS AND STAKEHOLDERS. OUR PRIORITY AREAS COME FROM THE TOP NEEDS IDENTIFIED BY THE CHNA AND ARE ALIGNED WITH THOSE OF OUR COLLECTIVE IMPACT PARTNERSHIP, THE HEALTH IMPROVEMENT ALLIANCE: COMMUNITY HEALTH AND WELLBEING, ACCESS TO CARE, BEHAVIORAL HEALTH, CHILD WELLBEING, AND HEALTHY LIVING. THESE PRIORITY AREAS REFLECT THE GREATEST NEEDS IN THE COMMUNITY WITH HEALTH SYSTEM AND HOSPITAL GENERATED STRATEGIES FOR ACTION AND ALIGNMENT WITH STATEWIDE EFFORTS IN THE STATE OF CONNECTICUT HEALTH IMPROVEMENT PLAN. BRIDGEPORT HOSPITAL PART V, SECTION B, LINE 13H: THESE PROGRAMS COVER MEDICALLY NECESSARY CARE ONLY.PART V, SECTION B, LINE 16A, 16B AND 16C:HTTPS://WWW.BRIDGEPORTHOSPITAL.ORG/PATIENTS-VISITORS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE.ASPX SCHEDULE H, PART V, SECTION D THE FACILITY LOCATIONS LISTED IN SCHEDULE H, PART V, SECTION D, INCLUDE OFF-CAMPUS OUTPATIENT HEALTH CARE FACILITIES THAT BRIDGEPORT HOSPITAL OPERATED DURING THE TAX YEAR UNDER ITS STATE HOSPITAL LICENSE. 19 1 - BRIDGEPORT HOSPITAL 40 COMMERCE PARK MILFORD CT 06460 DRAW STATION 2 - BRIDGEPORT HOSPITAL 887 BRIDGEPORT AVENUE SHELTON CT 06484 DIAGNOSTIC RADIOLOGY, DRAW STATION 4 - BRIDGEPORT HOSPITAL 111 BEACH ROAD FAIRFIELD CT 06824 GENETICS 5 - BRIDGEPORT HOSPITAL 1070 MAIN STREET BRIDGEPORT CT 06610 SLEEP MEDICINE 6 - BRIDGEPORT HOSPITAL 1825 BARNUM AVENUE STRATFORD CT 06614 DRAW STATION 8 - BRIDGEPORT HOSPITAL 849 BOSTON POST ROAD SUITE 204 MILFORD CT 06460 DRAW STATION 9 - BRIDGEPORT HOSPITAL 267 GRANT STREET BRIDGEPORT CT 06610 NORMA PFRIEM BREAST CENTER, BLOOD DRAW 10 - BRIDGEPORT HOSPITAL 1152 KINGS HIGHWAY CUTOFF FAIRFIELD CT 06824 DRAW STATION 11 - BRIDGEPORT HOSPITAL 327 RIVERSIDE AVENUE WESTPORT CT 06880 DRAW STATION 12 - BRIDGEPORT HOSPITAL 888 WHITE PLAINS ROAD TRUMBULL CT 06611 DRAW STATION 13 - BRIDGEPORT HOSPITAL 325 RIVERSIDE AVENUE SUITE 100 WESTPORT CT 06880 DIGESTIVE HEALTH CENTER 14 - BRIDGEPORT HOSPITAL 112 QUARRY ROAD TRUMBULL CT 06611 DRAW STATION , FAMILY MEDICINE, CENTER FOR GERIATRICS 15 - BRIDGEPORT HOSPITAL 2000 2050 POST ROAD FAIRFIELD CT 06824 BARIATRIC SURGERY OFFICE 16 - BRIDGEPORT HOSPITAL 2051 BRIDGEPORT AVENUE MILFORD CT 06460 ANNEX STORAGE 17 - BRIDGEPORT HOSPITAL 25 GERMANTOWN RD DANBURY CT 06810 CARDIAC SPECIALISTS 18 - BRIDGEPORT HOSPITAL 2600 POST ROAD SOUTHPORT CT 06890 DRAW STATION 20 - BRIDGEPORT HOSPITAL 3180 MAIN ST BRIDGEPORT CT 06610 DRAW STATION 21 - BRIDGEPORT HOSPITAL 495 HAWLEY LANE STRATFORD CT 06614 OPHTHALMOLOGY 22 - BRIDGEPORT HOSPITAL 849 BOSTON POST ROAD MILFORD CT 06460 MEDICAL BUILDING, BLOOD DRAW PART I, LINE 3C: THE FINANCIAL ASSISTANCE POLICY PROVIDES THAT THE PATIENT MUST SUBMIT A FINANCIAL ASSISTANCE APPLICATION. PART I, LINE 7: AS OF 9/30/23, THE HOSPITAL USES COMPONENTS FROM THE INTERNAL FINANCIAL STATEMENTS TO CALCULATE THE AMOUNTS PRESENTED IN PART I, LINE 7 IN DERIVING THE COST TO CHARGE PERCENTAGE USED IN ESTIMATING THE COST OF FREE CARE AND CHARITY CARE, PRIMARILY FOLLOWING THE CONNECTICUT OFFICE OF HEALTH STRATEGY (OHS) METHODOLOGY. PART II, COMMUNITY BUILDING ACTIVITIES: BRIDGEPORT HOSPITAL, ALONG WITH MANY OTHER HOSPITALS ACROSS THE COUNTRY, UTILIZES THE COMMUNITY BENEFITS INVENTORY FOR SOCIAL ACCOUNTABILITY (CBISA) DATABASE DEVELOPED BY LYON SOFTWARE TO CATALOG ITS COMMUNITY BENEFIT AND COMMUNITY BUILDING ACTIVITIES AND THE GUIDELINES DEVELOPED BY THE CATHOLIC HOSPITAL ASSOCIATION (CHA) TO CATALOG THESE BENEFITS. THESE TWO ORGANIZATIONS HAVE WORKED TOGETHER FOR OVER 30 YEARS TO PROVIDE SUPPORT TO NOT-FOR-PROFIT HOSPITALS TO DEVELOP AND SUSTAIN EFFECTIVE COMMUNITY BENEFIT PROGRAMS.THE MOST RECENT VERSION OF THE CHA GUIDE FOR PLANNING AND REPORTING COMMUNITY BENEFIT DEFINES COMMUNITY BUILDING ACTIVITIES AS ACTIVITIES THE ORGANIZATION ENGAGES IN TO PROTECT OR IMPROVE THE HEALTH AND SAFETY OF ITS RESIDENTS. THESE ACTIVITIES ARE CATEGORIZED INTO EIGHT DISTINCT AREAS INCLUDING PHYSICAL IMPROVEMENT AND HOUSING, ECONOMIC DEVELOPMENT, COMMUNITY SUPPORT, ENVIRONMENTAL IMPROVEMENTS, LEADERSHIP DEVELOPMENT AND TRAINING, COALITION BUILDING, COMMUNITY HEALTH IMPROVEMENT ADVOCACY, AND WORKFORCE DEVELOPMENT. BRIDGEPORT HOSPITAL IS INCREASINGLY AWARE OF HOW SOCIAL DETERMINANTS IMPACT THE HEALTH OF INDIVIDUALS AND COMMUNITIES. A PERSON'S HEALTH AND CHANCES OF BECOMING SICK AND DYING EARLY ARE GREATLY INFLUENCED BY POWERFUL SOCIAL FACTORS SUCH AS EDUCATION, INCOME, NUTRITION, HOUSING, AND NEIGHBORHOODS. DURING FISCAL YEAR 2023, BRIDGEPORT HOSPITAL PROVIDED $31,612 IN FINANCIAL AND IN-KIND DONATIONS TO SUPPORT JOB TRAINING, ECONOMIC DEVELOPMENT, AND OTHER ESSENTIAL SERVICES. THE HOSPITAL CONSIDERS THESE INVESTMENTS PART OF ITS OVERALL COMMITMENT OF BUILDING STRONGER NEIGHBORHOODS. EXAMPLES BELOW FOCUS ON THE AREAS OF REVITALIZING OUR NEIGHBORHOODS AND CREATING EDUCATIONAL OPPORTUNITIES.REVITALIZING OUR NEIGHBORHOODSSEVERAL YEARS AGO, THE CITY OF BRIDGEPORT ORGANIZED NEIGHBORHOOD REVITALIZATION ZONES (NRZS) TO EXPAND AND IMPROVE BUSINESS AND HOUSING IN LOW-TO-MODERATE INCOME NEIGHBORHOODS OR AREAS WITHIN NEIGHBORHOODS. THE NRZS RECEIVE TECHNICAL ASSISTANCE FROM THE CITY AND OUTSIDE CONSULTANTS, AND ENGAGE NEIGHBORHOOD RESIDENTS, NON-PROFITS, BUSINESSES, AND FAITH-BASED ORGANIZATIONS TO MEET AND FORM STAKEHOLDER GROUPS. THESE GROUPS IDENTIFY THE PRIORITIES AND NEEDS OF THE NEIGHBORHOODS AND ARE ELIGIBLE TO BORROW STATE MONEY TO PURCHASE BLIGHTED PROPERTIES OR OFFER LOW-INTEREST LOANS TO QUALIFYING BUSINESSES FOR FACADE IMPROVEMENTS. HOSPITAL LEADERSHIP HAS BEEN ACTIVELY ENGAGED IN THE NRZ PROCESS FROM THE ONSET WITH REPRESENTATIVES SERVING ON COMMITTEES ORGANIZED IN THE CITY'S EAST END, EAST SIDE AND MILL HILL NEIGHBORHOODS, WHICH ARE LOCATED NEAR THE HOSPITAL. HOSPITAL STAFF ALSO SERVE AS VITAL REPRESENTATIVES OF NEIGHBORHOOD ORGANIZATIONS. AS PART OF A SUSTAINABILITY PROGRAM AIMED AT ADDRESSING FOOD INSECURITY, BRIDGEPORT HOSPITAL AND FOOD RESCUE USA TEAMED UP TO RECOVER FOOD THAT HAS BEEN PREPARED BUT NOT SERVED FROM THE HOSPITAL AND DONATED TO LOCAL HUNGER RELIEF ORGANIZATIONS.CREATING EDUCATIONAL OPPORTUNITIESHIGHER EDUCATIONAL ATTAINMENT IS ASSOCIATED WITH BETTER HEALTH STATUS AND LONGER LIFE. FOR EXAMPLE, ADULTS AGED 25-50 YEARS WHO HAVE A COLLEGE DEGREE WILL ON AVERAGE LIVE FIVE YEARS LONGER THAN THOSE WITH LESS THAN A HIGH SCHOOL EDUCATION. A SCHOOL SUPPLY DRIVE WAS HELD ON BOTH CAMPUSES OF THE HOSPITAL FOR STUDENTS AT THE HALL ELEMENTARY SCHOOL, LOCATED IN THE MILL HILL NEIGHBORHOOD OF BRIDGEPORT, AND MILFORD K-12 SCHOOLS. HOSPITAL EMPLOYEES CONTRIBUTED HUNDREDS OF ITEMS RANGING FROM PENS AND PENCILS TO NOTEBOOKS, BACKPACKS, AND OTHER ITEMS TO HELP ASSIST STUDENTS TO BEGIN THEIR SCHOOL YEAR. PART III, LINE 2: IN ACCORDANCE WITH THE ESTABLISHED POLICIES OF THE HOSPITAL, DURING THE REGISTRATION, BILLING AND COLLECTION PROCESS A PATIENT'S ELIGIBILITY FOR FREE CARE FUNDS IS DETERMINED. FOR PATIENTS WHO WERE DETERMINED BY THE HOSPITAL TO HAVE THE ABILITY TO PAY BUT DID NOT, THE UNCOLLECTED AMOUNTS ARE BAD DEBT EXPENSE. THE HOSPITAL'S COST ACCOUNTING SYSTEM UTILIZES PATIENT-SPECIFIC DATA TO ACCUMULATE AND DERIVE COSTS RELATED TO THESE BAD DEBT ACCOUNTS.DUE TO THE ADOPTION OF ASU NO. 2014-09 REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606) BAD DEBT EXPENSE IS NO LONGER REPORTED ON THE AUDITED FINANCIAL STATEMENTS. RATHER IT IS TREATED AS A PRICE CONCESSION. BAD DEBT IS DETERMINED IF THERE WAS AN ADVERSE EVENT THAT PREVENTED A PATIENT FROM BEING ABLE TO PAY THE EXPECTED AMOUNT. FOR THE PATIENTS WHO WERE DETERMINED BY THE HOSPITAL TO HAVE THE ABILITY TO PAY UNCOLLECTED AMOUNTS BUT DID NOT, THESE UNCOLLECTED AMOUNTS ARE TREATED AS IMPLICIT PRICE CONCESSIONS. THE HOSPITAL IS REPORTING BOTH BAD DEBT AND IMPLICIT PRICE CONCESSIONS ON SCHEDULE H, PART III, LINE 2. PART III, LINE 3: THE ORGANIZATION DOES NOT CURRENTLY HAVE A METHODOLOGY TO ACCURATELY QUANTIFY OR ESTIMATE THE AMOUNT OF BAD DEBT EXPENSE THAT WOULD BE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. PART III, LINE 4: BRIDGEPORT HOSPITAL IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR YALE NEW HAVEN HEALTH SERVICES CORPORATION (YNHHSC). THE CONSOLIDATED FINANCIAL STATEMENTS FOR YNHHSC INCLUDES THE FOLLOWING FOOTNOTE REGARDING UNCOMPENSATED CARE AND COMMUNITY BENEFIT EXPENSE ON PAGE 20:THE SYSTEM'S COMMITMENT TO COMMUNITY SERVICE IS EVIDENCED BY SERVICES PROVIDED TO THE POOR AND BENEFITS PROVIDED TO THE BROADER COMMUNITY. SERVICES PROVIDED TO THE POOR INCLUDE SERVICES PROVIDED TO PERSONS WHO CANNOT AFFORD HEALTHCARE BECAUSE OF INADEQUATE RESOURCES, AND/OR WHO ARE UNINSURED OR UNDERINSURED.THE SYSTEM PROVIDES FREE CARE PROGRAMS FOR QUALIFYING PATIENTS. IN ACCORDANCE WITH THE ESTABLISHED POLICIES OF THE SYSTEM, DURING THE REGISTRATION, BILLING, AND COLLECTION PROCESS, A PATIENT'S ELIGIBILITY FOR FREE CARE FUNDS IS DETERMINED. FOR PATIENTS WHO WERE DETERMINED BY THE SYSTEM TO HAVE THE ABILITY TO PAY BUT DID NOT, THE UNCOLLECTED AMOUNTS ARE CONSIDERED IMPLICIT PRICE CONCESSIONS. FOR PATIENTS WHO DO NOT AVAIL THEMSELVES OF ANY FREE CARE PROGRAM, AND WHOSE ABILITY TO PAY CANNOT BE DETERMINED BY THE SYSTEM, CARE GIVEN BUT NOT PAID FOR IS CLASSIFIED AS CHARITY CARE.TOGETHER, CHARITY CARE AND FREE CARE REPRESENT UNCOMPENSATED CARE. THE ESTIMATED COST OF TOTAL UNCOMPENSATED CARE IS APPROXIMATELY $78.8 MILLION AND $78.4 MILLION FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY. THE ESTIMATED COST OF UNCOMPENSATED CARE IS BASED ON THE RATIO OF COST TO CHARGES, AS DETERMINED BY HOSPITAL-SPECIFIC DATA.THE ALLOCATION BETWEEN IMPLICIT PRICE CONCESSION AND CHARITY CARE IS DETERMINED BASED ON MANAGEMENT'S ANALYSIS ON THE PREVIOUS 12 MONTHS OF HOSPITAL DATA. THIS ANALYSIS CALCULATES THE ACTUAL PERCENTAGE OF ACCOUNTS WRITTEN OFF OR DESIGNATED AS IMPLICIT PRICE CONCESSIONS VERSUS CHARITY CARE WHILE TAKING INTO ACCOUNT THE TOTAL COSTS INCURRED BY THE SYSTEM FOR EACH ACCOUNT ANALYZED.THE CONNECTICUT DISPROPORTIONATE SHARE HOSPITAL PROGRAM (CDSHP) WAS ESTABLISHED TO PROVIDE FUNDS TO HOSPITALS FOR THE PROVISION OF UNCOMPENSATED CARE AND IS FUNDED, IN PART, BY AN ASSESSMENT ON HOSPITAL PATIENT SERVICE REVENUE. THE SYSTEM MADE PAYMENTS INTO THE CDSHP OF $317.9 MILLION AND $317.2 MILLION FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY, FOR THE ASSESSMENT.DURING THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, THE SYSTEM RECEIVED $198.2 MILLION AND $197.3 MILLION, RESPECTIVELY, IN CDSHP DISTRIBUTIONS. THESE ARE RECORDED IN PATIENT SERVICE REVENUE.ADDITIONALLY, THE SYSTEM PROVIDES BENEFITS FOR THE BROADER COMMUNITY, WHICH INCLUDES SERVICES PROVIDED TO OTHER NEEDY POPULATIONS THAT MAY NOT QUALIFY AS POOR BUT NEED SPECIAL SERVICES AND SUPPORT. BENEFITS INCLUDE THE COST OF HEALTH PROMOTION AND EDUCATION OF THE GENERAL COMMUNITY, INTERNS AND RESIDENTS, HEALTH SCREENINGS, AND MEDICAL RESEARCH. THE BENEFITS ARE PROVIDED THROUGH THE COMMUNITY HEALTH CENTERS, SOME OF WHICH SERVICE NON ENGLISH-SPEAKING RESIDENTS, DISABLED CHILDREN, AND VARIOUS COMMUNITY SUPPORT GROUPS. THE SYSTEM VOLUNTARILY ASSISTS WITH THE DIRECT FUNDING OF SEVERAL CITY OF NEW HAVEN PROGRAMS, INCLUDING AN ECONOMIC DEVELOPMENT PROGRAM AND A YOUTH INITIATIVE PROGRAM.IN ADDITION TO THE QUANTIFIABLE SERVICES DEFINED ABOVE, THE SYSTEM PROVIDES BENEFITS TO THE COMMUNITY THROUGH ITS ADVOCACY OF COMMUNITY SERVICE BY EMPLOYEES. THE SYSTEM'S EMPLOYEES SERVE NUMEROUS ORGANIZATIONS THROUGH BOARD REPRESENTATION, MEMBERSHIP IN ASSOCIATIONS AND OTHER RELATED ACTIVITIES. THE SYSTEM ALSO SOLICITS THE ASSISTANCE OF OTHER HEALTHCARE PROFESSIONALS TO PROVIDE THEIR SERVICES AT NO CHARGE THROUGH PARTICIPATION IN VARIOUS COMMUNITY SEMINARS AND TRAINING PROGRAMS. PART III, LINE 8: THE ENTIRE MEDICARE LOSS PRESENTED SHOULD BE TREATED AS A COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO MEDICARE BENEFICIARIES, IRS REVENUE RULING 69-545 INDICATES THAT HOSPITALS OPERATE FOR THE PROMOTION OF HEALTH IN THE COMMUNITY WHEN IT PROVIDES CARE TO PATIENTS WITH GOVERNMENTAL HEALTH BENEFITS, THE HOSPITAL PROVIDES CARE TO MEDICARE PATIENTS REGARDLESS OF MEDICARE SHORTFALLS (REDUCING THE BURDEN ON THE GOVERNMENT), AND MANY OF THE MEDICARE PARTICIPANTS WOULD HAVE QUALIFIED FOR THE CHARITY CARE OR OTHER MEANS TESTED PROGRAMS ABSENT BEING ENROLLED IN THE MEDICARE PROGRAM. THE MEDICARE SHORTFALL REPORTED IS DETERMINED BY THE HOSPITAL'S COST ACCOUNTING SYSTEM, STRATAJAZZ. PART III, LINE 9B: IT IS THE HOSPITAL'S POLICY TO TREAT ALL PATIENTS EQUITABLY WITH RESPECT AND COMPASSION, FROM THE BEDSIDE TO THE BILLING OFFICE. THE HOSPITAL WILL PURSUE PATIENT ACCOUNTS, DIRECTLY AND THROUGH ITS COLLECTION AGENTS, FAIRLY AND CONSISTENTLY TAKING INTO CONSIDERATION DEMONSTRATED FINANCIAL NEED. AS PART OF ITS COLLECTION PROCESS, THE HOSPITAL WILL MAKE REASONABLE EFFORTS TO DETERMINE IF AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE POLICY. IN THE EVENT A PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL WILL NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTION AS DEFINED BY LAW AND HOSPITAL POLICY. PART VI, LINE 2: COMMUNITY NEEDS ARE ROUTINELY REVIEWED AND ADDRESSED AS PART OF THE OPERATIONS AND SERVICE LINE TEAMS AT BRIDGEPORT HOSPITAL. THESE MULTI-DISCIPLINARY GROUPS PROVIDE ANALYSIS AND INSIGHT INTO PATIENT UTILIZATION TRENDS ACROSS OUR DELIVERY OF CARE AND ARE REVIEWED IN TANDEM WITH CARE MANAGEMENT AND PATIENT SATISFACTION RESULTS AND OTHER COMMUNITY FEEDBACK. COUPLED WITH THE COMMUNITY NEEDS ASSESSMENT, THIS INFORMATION ASSISTS WITH THE DEVELOPMENT OF NEW INITIATIVES, PARTNERSHIPS, PROGRAMS, AND SERVICES TO BENEFIT OUR COMMUNITY. PART VI, LINE 3: BRIDGEPORT HOSPITAL INFORMS INDIVIDUALS ABOUT ITS FINANCIAL ASSISTANCE PROGRAMS ON ITS WEBSITE, THROUGH VISIBLE POSTINGS AND COMMUNICATIONS AT POINTS OF REGISTRATION AND FRONT LINE ACCESS. THE FINANCIAL ASSISTANCE POLICY, APPLICATION AND SUMMARY ARE AVAILABLE ON REQUEST WITHOUT CHARGE BY MAIL, INCLUDING AT ADMITTING DEPARTMENT. FURTHER, PATIENTS RECEIVE A SUMMARY OF FINANCIAL ASSISTANCE PROGRAMS, INCLUDING ELIGIBILITY REQUIREMENTS THROUGH A FIRST STATEMENT MAILER AS PART OF THE BILLING PROCESS. THESE COMMUNICATIONS INCLUDE TELEPHONE NUMBERS AND POINT OF CONTACT FOR INDIVIDUALS TO VISIT OR CALL. THE HOSPITAL HAS RESOURCES TO ASSIST PATIENTS WITH STATE OF CONNECTICUT MEDICAID APPLICATIONS. PART VI, LINE 4: TO DEFINE COMMUNITY FOR CHNA PURPOSES, THIS GREATER BRIDGEPORT COMMUNITY HEALTH NEEDS ASSESSMENT USES A GEOGRAPHIC APPROACH FOCUSING ON SEVEN TOWNS WITHIN FAIRFIELD COUNTY AND NEW HAVEN COUNTY, CT: BRIDGEPORT, EASTON, FAIRFIELD, MILFORD, MONROE, STRATFORD, AND TRUMBULL. THESE COMMUNITIES ARE SERVED BY BOTH BRIDGEPORT HOSPITAL AND ST. VINCENT'S MEDICAL CENTER REPRESENTING APPROXIMATELY 50% OF TOTAL DISCHARGES AND DO NOT OVERLAP WITH CHNA AREAS IDENTIFIED BY OTHER ACUTE CARE HOSPITALS AND/OR COLLABORATIONS. UPON DEFINING THE GEOGRAPHIC AREA AND POPULATION SERVED IN GREATER BRIDGEPORT, THE HEALTH IMPROVEMENT ALLIANCE AND BRIDGEPORT HOSPITAL WERE DILIGENT TO ENSURE THAT NO GROUPS, ESPECIALLY MINORITY, LOW-INCOME OR MEDICALLY UNDER-SERVED, WERE EXCLUDED.NUMEROUS FACTORS ARE ASSOCIATED WITH THE HEALTH OF A COMMUNITY INCLUDING WHAT RESOURCES AND SERVICES ARE AVAILABLE AS WELL AS WHO LIVES IN THE COMMUNITY. WHILE INDIVIDUAL CHARACTERISTICS SUCH AS AGE, GENDER, RACE, AND ETHNICITY HAVE AN IMPACT ON PEOPLE'S HEALTH, THE DISTRIBUTION OF THESE CHARACTERISTICS ACROSS A COMMUNITY IS ALSO CRITICALLY IMPORTANT AND CAN AFFECT THE NUMBER AND TYPE OF SERVICES AND RESOURCES AVAILABLE. THE GREATER BRIDGEPORT AREA HAS A TOTAL POPULATION OF 376,892. THE LIFE EXPECTANCY IN YEARS ACROSS THE REGION VARIES BETWEEN 83.4 YEARS IN EASTON TO 77.6 YEARS IN BRIDGEPORT. IN GREATER BRIDGEPORT 56% OF THE TOTAL POPULATION IDENTIFIED AS WHITE, 21% AS HISPANIC, AND 16% AS BLACK. IN THE CITY OF BRIDGEPORT, 32% IDENTIFIED AS WHITE, 41% HISPANIC AND 20% BLACK. THE TOWNS IN THE REGION VARY DRAMATICALLY IN TERMS OF THEIR RACIAL AND ETHNIC COMPOSITION BUT ARE ALL GROWING MORE DIVERSE THAN THE STATE OF CONNECTICUT WITH 68% OF THE POPULATION IDENTIFYING AS WHITE, 16% HISPANIC, AND 10% BLACK. EACH AREA INCLUDED 5 TO 7% OF THE POPULATION THAT IDENTIFIED AS OTHER.INCOME AND POVERTY ARE CLOSELY CONNECTED TO HEALTH OUTCOMES. A HIGHER INCOME MAKES IT EASIER TO LIVE IN A SAFE NEIGHBORHOOD WITH GOOD SCHOOLS AND MANY RECREATIONAL OPPORTUNITIES. HIGHER WAGE EARNERS ARE BETTER ABLE TO BUY MEDICAL INSURANCE AND MEDICAL CARE, PURCHASE NUTRITIOUS FOODS, AND OBTAIN QUALITY CHILDCARE THAN THOSE EARNING LOWER WAGES. COMMUNITIES WHERE RESIDENTS HAVE LOWER INCOME LEVELS HAVE BEEN SHOWN TO HAVE HIGHER RATES OF ASTHMA, DIABETES, AND HEART DISEASE, AND LOWER LIFE EXPECTANCIES. THERE WERE WIDE GAPS IN MEDIAN HOUSEHOLD INCOME, RANGING FROM $46,662 IN BRIDGEPORT TO $157,448 IN EASTON. THE PROPORTION OF RESIDENTS IN THE GREATER BRIDGEPORT REGION WITH A COLLEGE DEGREE OR HIGHER (38%) WAS ROUGHLY THE SAME AS THE STATE OVERALL (39%). ONLY 19% OF CITY OF BRIDGEPORT ADULTS HAD A COLLEGE DEGREE OR HIGHER. THIS DATA DEMONSTRATES THAT THERE ARE SIGNIFICANT INEQUITIES RELATED TO HIGHER EDUCATION WITH BETWEEN 62 AND 82% OF THE POPULATION WITH NO HIGH SCHOOL DIPLOMA OR A HIGH SCHOOL DIPLOMA OR EQUIVALENT AND SOME COLLEGE. PART VI, LINE 5: AS A COMMUNITY HEALTH CARE SERVICES PROVIDER, BRIDGEPORT HOSPITAL REMAINS ATTENTIVE TO HEALTH AND WELL-BEING THROUGH EDUCATION, OUTREACH AND OTHER INNOVATIVE SERVICES OFFERED ON BOTH ITS CAMPUSES. DURING 2023, BRIDGEPORT HOSPITAL INVESTED $145.8 MILLION IN FINANCIAL AND IN-KIND CONTRIBUTIONS THROUGH FIVE WIDE-RANGING PROGRAMS: GUARANTEEING ACCESS TO CARE; ADVANCING CAREERS IN HEALTH CARE; PROMOTING HEALTH & WELLNESS; BUILDING STRONGER NEIGHBORHOODS; AND CREATING HEALTHIER COMMUNITIES.BRIDGEPORT HOSPITAL ALSO CONTRIBUTES TO THE COMMUNITY IN WAYS THAT ARE NOT QUANTIFIED AS PART OF COMMUNITY BENEFITS AND SERVES AS AN IMPORTANT COMMUNITY RESOURCE. THIS INCLUDES HAVING A COMMUNITY-BASED BOARD OF TRUSTEES WITH A MAJORITY MEMBERS RESIDING OR WORKING IN THE AREA SERVED BY THE HOSPITAL. THE HOSPITAL ALSO EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY. IN FISCAL YEAR 2023 THERE WERE A TOTAL OF 2,049 MEMBERS ON THE BRIDGEPORT HOSPITAL MEDICAL STAFF. BRIDGEPORT HOSPITAL, FOUNDED IN 1878, IS A 501-BED URBAN TEACHING HOSPITAL SERVING 33,215 INPATIENTS AND 521,528 OUTPATIENT ENCOUNTERS IN 2023. IT IS HOME TO THE ONLY BURN CENTER IN CONNECTICUT AND FEATURES THE SECOND INPATIENT CAMPUS OF YALE NEW HAVEN CHILDREN'S HOSPITAL. IT OFFERS SPECIALIZED SERVICES IN CANCER, GERIATRICS, NEUROLOGY AND NEUROSURGERY AND CARDIAC CARE. BRIDGEPORT HOSPITAL IS ONE OF THE LARGEST PRIVATE EMPLOYERS IN BRIDGEPORT AND MILFORD WITH 3,391 EMPLOYEES IN 2023. PART VI, LINE 6: THE YALE NEW HAVEN HEALTH SYSTEM'S FUNDAMENTAL MISSION IS TO ENSURE THAT THE DELIVERY NETWORKS SUCH AS BRIDGEPORT HOSPITAL ASSOCIATED WITH THE SYSTEM PROMOTE THE HEALTH OF THE COMMUNITIES THEY SERVE AND ENSURE THAT ALL PATIENTS HAVE ACCESS TO APPROPRIATE HEALTHCARE SERVICES. THE YALE NEW HAVEN HEALTH SYSTEM REQUIRES ITS HOSPITALS TO INCORPORATE PLANS TO PROMOTE HEALTHY COMMUNITIES WITHIN THE HOSPITAL'S EXISTING BUSINESS PLANS AND IMPLEMENTATION STRATEGIES FOR WHICH THEY ARE HELD ACCOUNTABLE. IN ADDITION, REGULAR REPORTING ON COMMUNITY BENEFITS IS REQUIRED ON A ROUTINE BASIS. PART VI, LINE 7, REPORTS FILED WITH STATES CT 1 SACRED HEART UNIVERSITY 5151 PARK AVE FAIRFIELD CT 06825 060776644 501(C)(3) 0 12500 SUPPORT MISSION CONNECTICUT ZOOLOGICAL SOCIETY 1875 NOBLE AVE BRIDGEPORT CT 06610 237068821 501(C)(3) 0 20000 SUPPORT MISSION WESTPORT ROTARY CLUB FOUNDATION INC P O BOX 743 WESTPORT CT 06881 223089635 501(C)(3) 0 10000 SUPPORT MISSION BRIDGEPORT MUSIC FESTIVALS LLC 500 BROAD STREET BRIDGEPORT CT 06604 881084694 0 300000 SUPPORT MISSION 3 1 TAXI TRANSPORTATION 21505 726530 26152 FMV A TAXI VOUCHER PROGRAM OFFERS TAXI CAB SERVICES AT REDUCED RATES FOR ELIGIBLE PATIENTS. CARE COORDINATION 173 2432096 PART I, LINE 2: BRIDGEPORT HOSPITAL ("BH") CARRIES OUT DUE DILIGENCE IN PROVIDING MONETARY ASSISTANCE ONLY TO QUALIFYING 501(C)(3) ORGANIZATIONS THAT COMPLEMENT ITS MISSION OR SUPPORT THE GREATER GOOD IN THE COMMUNITIES SERVED. BH VERIFIES EACH ORGANIZATION'S EIN AS LISTED ON IRS FORM W-9 THAT HAS BEEN SUBMITTED TO BH. ASSISTANCE DONATED BY BH 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. BH MAINTAINS FULL AND COMPLETE RECORDS OF ALL MONETARY ASSISTANCE PROVIDED, HOWEVER DOES NOT MONITOR SPECIFIC FUNDS. 1 1 0 0 0 0 0 1 0 VINCENT PETRINI TRUSTEE (CURRENT YR COMP) 88612 502133 26513 150238 13746 77892 18532 105017 2709 15353 150112 850633 0 0 VINCENT PETRINI TRUSTEE (VESTED DEFERRED) 0 0 0 0 517836 2934402 0 0 0 0 517836 2934402 237923 1348228 THOMAS BALCEZAK TRUSTEE 0 1090565 0 322400 0 162910 0 498101 0 24655 0 2098631 0 0 ANNE DIAMOND PRESIDENT/TRUSTEE 0 737564 0 225680 0 26500 0 357930 0 23339 0 1371013 0 0 FRANCISCO GARRIDO PHYSICIAN 1031067 92350 37389 0 1046 0 21350 0 23997 0 1114849 92350 0 0 PAMELA SCAGLIARINI CHIEF OPERATING OFFICER 560914 0 149325 0 73679 0 272274 0 24598 0 1080790 0 0 0 VICTOR MORRIS SVP/CHIEF MEDICAL OFFICER 614414 0 136920 0 76215 0 90350 0 24155 0 942054 0 0 0 ROCKMAN FERRIGNO PHYSICIAN 311526 0 35672 0 418509 0 4223 0 12285 0 782215 0 86552 0 CAROLYN SALSGIVER FORMER OFFICER 0 397715 0 100532 0 52147 0 197942 0 24270 0 772606 0 0 HAROLD SAUER PHYSICIAN 533285 0 41794 0 164526 0 19004 0 13769 0 772378 0 0 0 EUGENE COLUCCI TREASURER/SVP 291882 238813 72873 59623 15462 12650 17792 14557 9548 7812 407557 333455 0 0 RICHARD GREINER PHYSICIAN 513043 0 24602 0 13884 0 60610 0 24280 0 636419 0 0 0 JONATHAN MAISEL PHYSICIAN 546670 0 27401 0 2907 0 33550 0 18404 0 628932 0 0 0 RYAN O'CONNELL FORMER OFFICER 0 368925 0 122096 0 82374 0 24438 0 18514 0 616347 0 0 MARYELLEN KOSTURKO SVP PATIENT CARE 364538 0 89063 0 1713 0 32142 0 20342 0 507798 0 0 0 CANERA PAGANO ASSISTANT SECRETARY 0 198283 0 3499 0 807 0 16250 0 13605 0 232444 0 0 MARC LOMBARDI FORMER OFFICER 0 90186 0 43754 0 6231 0 2805 0 8331 0 151307 0 0 PART I, LINE 3 THE FILING ORGANIZATION DOES NOT HAVE AND/OR COMPENSATE ITS OWN CEO/EXECUTIVE DIRECTOR. THESE POSITIONS ARE FILLED BY EMPLOYEES OF A RELATED ORGANIZATION(S) AND COMPENSATED THROUGH THE RESPECTIVE RELATED ORGANIZATION(S). THE METHOD(S) USED BY THE RELATED ORGANIZATION(S) FOR DETERMINING COMPENSATION FOR THESE INDIVIDUALS ARE: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINES 4A-B THE INDIVIDUALS LISTED BELOW 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 THOMAS BALCEZAK $ 0 $ 287,752 $ 0 ANNE DIAMOND $ 0 $ 195,136 $ 0 PAMELA SCAGLIARINI $ 0 $ 145,924 $ 0 CAROLYN SALSGIVER $ 0 $ 103,281 $ 0 ROCKMAN FERRIGNO $ 331,240 $ 0 $ 0 RYAN O'CONNELL $ 66,545 $ 0 $ 0 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF SERVING AS SENIOR LEADERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES 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 THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE (ERISA). THE INDIVIDUAL 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 2022 CALENDAR YEAR THAT WERE RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUAL' 2022 CALENDAR YEAR FORM W-2. SRIP EDCAP VINCENT PETRINI $ 3,452,238 $0 THE FOLLOWING REPORTED INDIVIDUAL(S) FORMER OFFICER(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' 2022 FORM W-2 ISSUED BY THE RABBI TRUST. GAYLE CAPOZZALO $ 113,613 PART I, LINE 7 NON-FIXED PAYMENTS PROVIDED THE SHORT TERM INCENTIVE PLAN 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. EBP SUPPLY SOLUTIONS SEE SCHEDULE O 573494 SEE PART V 0 CONNECTICUT NEUROSURGICAL SPECIALISTS PC SEE SCHEDULE O 196345 SEE PART V 0 PART IV, COLUMN D NAME OF INTERESTED PERSON: EBP SUPPLY SOLUTIONSTRUSTEE MEREDITH REUBEN IS THE SOLE STOCKHOLDER AND CHIEF EXECUTIVE OFFICER OF EBP SUPPLY SOLUTIONS, INC. AFTER PERFORMING AN OBJECTIVE REVIEW PROCESS, WHICH INCLUDED A COMPARISON TO COMPETITIVE ALTERNATIVES AVAILABLE IN THE MARKETPLACE AND IN WHICH MS. REUBEN WAS NOT INVOLVED, THE HOSPITAL PURCHASED JANITORIAL AND FOOD SERVICE SUPPLIES AND SERVICES FROM EBP SUPPLY SOLUTIONS, INC.AMOUNT OF TRANSACTION: $573,494NAME OF INTERESTED PERSON: CONNECTICUT NEUROSURGICAL SPECIALISTS, P.C. FORMER TRUSTEE KENNETH LIPOW, MD IS THE SOLE OWNER OF CONNECTICUT NEUROSURGICAL SPECIALISTS, P.C. AMOUNT OF TRANSACTION: $196,345 (MEDICAL SERVICES: $194,700; RENT: $1,645) X 46800 3182400 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B), THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI PART I, LINE 4 & PART VI, LINE 1B NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY THE ORGANIZATION SOUGHT TO CONFIRM THE INDEPENDENCE OF EACH VOTING MEMBER OF ITS GOVERNING BODY BY REQUESTING THAT EACH SUCH VOTING MEMBER RESPOND TO A QUESTIONNAIRE CONTAINING THE PERTINENT INSTRUCTIONS AND DEFINITIONS AND DESIGNED TO ELICIT THE INFORMATION NECESSARY TO DETERMINE INDEPENDENCE. IN THE EVENT THAT THE ORGANIZATION DOES NOT RECEIVE A RESPONSE FROM ANY SUCH VOTING MEMBER, THE ORGANIZATION REVIEWS OTHER INFORMATION KNOWN TO IT REGARDING THE VOTING MEMBER AND MAKES A REASONABLE ASSESSMENT OF INDEPENDENCE BASED ON THAT INFORMATION. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES CERTAIN OF THE ORGANIZATION'S CURRENT OFFICERS AND/OR TRUSTEES MAY SERVE AS OFFICERS AND/OR DIRECTORS OF AFFILIATES WITHIN THE ORGANIZATION'S CORPORATE SYSTEM OR JOINT VENTURES IN WHICH THE ORGANIZATION'S CORPORATE SYSTEM HAS AN OWNERSHIP INTEREST. THE INDIVIDUAL OFFICERS AND/OR TRUSTEES DO NOT HAVE PERSONAL FINANCIAL INTERESTS IN SUCH AFFILIATES AND SERVE ONLY AS A FUNCTION OF THEIR ROLES WITH THE ORGANIZATION OR WITHIN THE ORGANIZATION'S CORPORATE SYSTEM. FORM 990, PART VI, SECTION A, LINE 6 THE ENTITY IS A CONNECTICUT NON-STOCK CORPORATION. ITS SOLE MEMBER OF BRIDGEPORT HOSPITAL IS YALE NEW HAVEN HEALTH SERVICES CORPORATION ("YNHHS"), ITSELF A CONNECTICUT NON-STOCK CORPORATION EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A YNHHS HAS THE AUTHORITY TO DESIGNATE ONE REPRESENTATIVE OF YNHHS TO SERVE AS A TRUSTEE OF THE HOSPITAL AND FURTHER TO APPROVE NOMINEES TO THE HOSPITAL'S BOARD OF TRUSTEES IN ACCORDANCE WITH THE HOSPITAL'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE YALE NEW HAVEN HEALTH SERVICES CORPORATION, AS THE ENTITY'S SOLE MEMBER, HAS THE RIGHTS, POWERS AND PRIVILEGES SET FORTH IN THE HOSPITAL'S BYLAWS, INCLUDING, IN PART, THE AUTHORITY TO APPROVE THE NOMINEES TO THE HOSPITAL'S BOARD OF TRUSTEES, AMENDMENTS TO THE GOVERNING DOCUMENTS, OPERATING AND CAPITAL BUDGETS, INITIATION OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES OR THE DISCONTINUATION OR CONSOLIDATION OF SUCH PROGRAMS, CERTAIN FUNDAMENTAL CORPORATION TRANSACTIONS, AND THE ISSUANCE AND INCURRENCE OF INDEBTEDNESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN AND ATTACHED SCHEDULES WERE PREPARED BY EMPLOYEES OF THE YNHHS TAX DEPARTMENT. THE RETURN IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR 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 HOSPITAL 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 BRIDGEPORT HOSPITAL IS COVERED UNDER THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY APPROVED AND ADOPTED BY THE SYSTEM COMPLIANCE COMMITTEE, WHICH HAS BEEN DELEGATED THE AUTHORITY TO APPROVE AND ADOPT COMPLIANCE POLICIES ON BEHALF OF THE ENTITIES IN THE SYSTEM. THE YALE NEW HAVEN HEALTH SYSTEM CONFLICT OF INTEREST POLICY AND INDIVIDUAL ANNUAL DISCLOSURE FORM APPLIES TO A POOL OF EMPLOYEES, BOARD MEMBERS AND NON-BOARD MEMBERS SERVING ON BOARD COMMITTEES. THESE "COVERED INDIVIDUALS" ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, UPON BEGINNING EMPLOYMENT OR OTHERWISE BECOMING A COVERED INDIVIDUAL AND ANNUALLY THEREAFTER. COVERED INDIVIDUALS ARE ALSO REQUIRED TO PROMPTLY REPORT CHANGES TO THEIR MOST RECENTLY COMPLETED DISCLOSURE STATEMENT. THESE DISCLOSURE STATEMENTS AND REPORTS ARE REVIEWED BY THE OFFICE OF PRIVACY AND CORPORATE COMPLIANCE AND/OR THE LEGAL AND RISK SERVICES DEPARTMENT TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT ARISES, THE PRESIDENT AND CEO WOULD CONSULT WITH THE BOARD CHAIRPERSON AND THE LEGAL AND RISK SERVICES DEPARTMENT TO DEVELOP A PLAN TO MITIGATE ANY ACTUAL CONFLICT OF INTEREST. FOR EXAMPLE, A VOTING BOARD OR COMMITTEE MEMBER WOULD BE REQUIRED TO RECUSE HIMSELF OR HERSELF FROM VOTING ON MATTERS WITH WHICH SHE OR HE HAD AN ACTUAL OR POTENTIAL CONFLICT AND THE ACTUAL OR POTENTIAL CONFLICT WOULD BE DISCLOSED TO OTHER VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: COMPENSATION PROCESS FOR CEO/TOP OFFICIALS: THE TOP BH OFFICIAL IS AN EMPLOYEE OF YNHHS. THE YNHHS COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (THE "YNHHS COMPENSATION COMMITTEE"), WHICH INCLUDES A REPRESENTATIVE OF THE HOSPITAL, IS RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR YNHHS OFFICER-LEVEL EXECUTIVES, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR YNHHS BRIDGEPORT OFFICER-LEVEL EXECUTIVES, AND (3) REPORTING SUCH ACTIONS TO THE FULL YNHHS BOARD OF TRUSTEES ON AN ANNUAL BASIS. IN ADDITION, THE YNHHS COMPENSATION COMMITTEE EXPRESSLY DETERMINES THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL YNHHS OFFICER-LEVEL EXECUTIVES, AND ASSURES THAT ALL OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE YNHHS COMPENSATION COMMITTEE CONSISTS OF TRUSTEES WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER-LEVEL EXECUTIVE COMPENSATION DECISIONS MADE BY THE COMMITTEE. THE COMPARABILITY DATA USED TO ASSIST THE COMMITTEES IN ITS COMPENSATION DELIBERATIONS IS COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE YNHHS COMPENSATION COMMITTEE. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE YNHHS COMPENSATION COMMITTEE IS CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE COMMITTEE, AND PROVIDED TO THE BOARD OF TRUSTEES OF YNHHS AND BH. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS: CERTAIN OFFICERS ARE EMPLOYEES OF YNHHS, OTHER OFFICERS ARE EMPLOYED DIRECTLY BY THE HOSPITAL. COMPENSATION DETERMINATIONS OF YNHHS EMPLOYED OFFICERS ARE MADE BY THE YNHHS COMPENSATION COMMITTEE. COMPENSATION DETERMINATIONS OF CERTAIN HOSPITAL EMPLOYED OFFICERS ARE ALSO REVIEWED AND APPROVED BY THE YNHHS COMPENSATION COMMITTEE AND SHARED WITH THE HOSPITAL'S COMPENSATION COMMITTEE OR BOARD. THE COMPENSATION COMMITTEES OF YNHHS AND BRIDGEPORT HOSPITAL STRIVE TO TAKE THE STEPS NECESSARY TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER FEDERAL TAX LAW. THE YNHHS EXECUTIVE COMPENSATION COMMITTEES ARE RESPONSIBLE FOR (1) DETERMINING THE OVERALL TOTAL COMPENSATION STRATEGY FOR ALL THEIR RESPECTIVE CORPORATE OFFICERS, (2) APPROVING ALL COMPENSATION AND BENEFITS DECISIONS FOR CORPORATE OFFICERS, AND (3) REPORTING SUCH ACTIONS TO THE FULL BRIDGEPORT HOSPITAL AND YNHHS BOARD ON AN ANNUAL BASIS, AS APPLICABLE. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEES, AS APPLICABLE, EXPRESSLY DETERMINE THE REASONABLENESS OF TOTAL COMPENSATION AND BENEFITS FOR ALL CORPORATE OFFICERS, AND ASSURES THAT ALL OFFICER COMPENSATION DECISIONS ARE MADE AFTER THOROUGH CONSIDERATION OF AND COMPARISON TO THE MARKET PRACTICES OF OTHER SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE EXECUTIVES IN COMPARABLE ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEES CONSIST OF BOARD MEMBERS WHO DO NOT HAVE MATERIAL FINANCIAL INTERESTS THAT COULD BE AFFECTED BY THE OFFICER COMPENSATION DECISIONS MADE BY THE COMMITTEES. THE COMPARABILITY DATA USED TO ASSIST THE EXECUTIVE COMPENSATION COMMITTEES IN THEIR COMPENSATION DELIBERATIONS ARE COMPILED BY AN INDEPENDENT, NATIONAL COMPENSATION CONSULTING FIRM THAT IS RETAINED BY AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEES. THE DATA COLLECTED BY THE CONSULTANT CONSISTS OF MARKET INFORMATION FOR EXECUTIVES IN FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMPENSATION COMMITTEES ARE CONTEMPORANEOUSLY DOCUMENTED, REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEES, AND PROVIDED TO THE BOARDS OF YNHHS AND/OR THE HOSPITAL, AS APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 163,374,809. MANAGEMENT AND GENERAL EXPENSES 14,501,018. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,875,827. PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 108,213,681. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,213,681. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 25,184,879. MANAGEMENT AND GENERAL EXPENSES 2,252,441. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,437,320. FORM 990, PART XI, LINE 9: INCREASE IN UNRESTRICTED NET ASSETS - PENSION LIABILITY 106,810,567. NET CHANGE IN INTEREST IN FOUNDATION 11,728,825. BH TRANSFER QUALIFIED DEFINED BENEFIT PLAN MERGER TO YNHHS -100,228,749. BRIDGEPORT HOSPITAL FOUNDATION INC 267 GRANT STREET BRIDGEPORT CT 06610 222908698 SYSTEM SUPPORT SERVICES CT 501C3 LINE 7 BRIDGEPORT HOSPITAL 1 GREENWICH HOSPITAL 5 PERRYRIDGE ROAD GREENWICH CT 06830 060646659 HEALTHCARE SERVICES CT 501C3 LINE 3 YALE NEW HAVEN HEALTH SERVICES CORP 1 HOME CARE PLUS INC 789 HOWARD AVE NEW HAVEN CT 06519 061044331 HOME HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN CARE CONTINUUM CORP 1 LAWRENCE MEMORIAL CORPORATION 365 MONTAUK AVENUE NEW LONDON CT 06320 222553028 PROMOTE HEALTHCARE CT 501C3 LINE 12A, I YALE NEW HAVEN HEALTH SERVICES CORP 1 LAWRENCE MEMORIAL HOSPITAL INC 365 MONTAUK AVENUE NEW LONDON CT 06320 060646704 HEALTHCARE SERVICES CT 501C3 LINE 3 LAWRENCE MEMORIAL CORPORATION 1 LMW HEALTHCARE INC 365 MONTAUK AVENUE NEW LONDON CT 06320 460543230 HEALTHCARE SERVICES RI 501C3 LINE 3 LAWRENCE MEMORIAL CORPORATION 1 NORTHEAST MEDICAL GROUP INC 99 HAWLEY LANE STRATFORD CT 06614 061330992 HEALTHCARE SERVICES CT 501C3 LINE 10 YALE NEW HAVEN HEALTH 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I 2873863 COST LAWRENCE MEMORIAL HOSPITAL INC Q 52756 COST LAWRENCE MEMORIAL HOSPITAL INC R 67502 COST MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC M 507171 FAIR MARKET VALUE MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC S 2772084 FAIR MARKET VALUE MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC L 2261827 FAIR MARKET VALUE LMW HEALTHCARE INC P 238556 COST LMW HEALTHCARE INC I 111668 COST PART II, RELATED TAX-EXEMPT ORGANIZATIONS THE GREENWICH HOSPITAL ENDOWMENT FUND INC - AS OF 9/30/2022, GREENWICH HOSPITAL ENDOWMENT FUND NO LONGER HAS 50% OF BOARD OVERLAP WITH GREENWICH HOSPITAL AND IS NOT A RELATED ORGANIZATION. AS SUCH, IT HAS BEEN REMOVED FROM SCHEDULE R, PART II. PART III, RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP SHORELINE ENDOSCOPY CENTER LLC - AS OF 10/31/2022, SHORELINE ENDOSCOPY CENTER, LLC (SEC) BECAME A SINGLE-MEMBER LLC, DISREGARDED FOR FEDERAL TAX PURPOSES OWNED BY YALE NEW HAVEN AMBULATORY SERVICES CORPORATION.