YALE NEW HAVEN HEALTH SERVICES CORPORATION (EIN 222529464) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

GAIL KOSYLA

Phone

2036882603

Tax Period

2023-10-01 to 2024-09-30

YALE NEW HAVEN HEALTH SERVICES CORPORATION, founded in 1983, is a large national nonprofit in the Health Care sector that reported $1.1B in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO PROMOTE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,279,418

Program Service Revenue $1,043,930,818

Investment Income $8,163,859

Other Revenue $40,285,441

TOTAL REVENUE $1,102,659,536

Expense Breakdown

Grants Paid $1,330,643

Salaries & Benefits $596,202,254

Fundraising Expenses $0

Program Expenses $1,014,314,614

Other Expenses $510,699,579

TOTAL EXPENSES $1,108,232,476

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,102,659,536	$904,769,300	+0.2%
Expenses	$1,108,232,476	$919,798,595	+0.2%
Net Income	$-5,572,940	$-15,029,295	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

4594

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$7,355,619

Total Directors

$4,125,956

Key Employees

$12,054,014

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARNA BORGSTROM	FORMER OFFICER	0.00		$0	$0	$3,123,075
CHRISTOPHER O'CONNOR	CEO/TRUSTEE (CURRENT YR COMP)	39.00	Officer Director	$3,038,169	$822,667	$3,860,836
CHRISTOPHER O'CONNOR	CEO/TRUSTEE (VESTED DEFERRED)	39.00	Officer Director	$265,120	$0	$265,120
MELISSA TURNER	SVP/CHRO (CURRENT YR COMP)	39.00	Key Emp	$899,354	$340,449	$1,239,803
MELISSA TURNER	SVP/CHRO (VESTED DEFERRED)	39.00	Key Emp	$1,597,974	$0	$1,597,974
VINCENT TAMMARO	FORMER OFFICER	0.00		$2,486,567	$0	$2,486,567
PATRICK MCCABE	FORMER OFFICER	0.00		$2,581,960	$0	$2,581,960
KEITH CHURCHWELL	FORMER KEY EMPLOYEE (CURRENT YR COMP)	0.00		$1,332,043	$316,857	$1,648,900
KEITH CHURCHWELL	FORMER KEY EMPLOYEE (VESTED DEFERRED)	0.00		$1,075,650	$0	$1,075,650
THOMAS BALCEZAK	EVP & CCO (CURRENT YR COMP)	36.00	Key Emp	$1,637,005	$534,358	$2,171,363
THOMAS BALCEZAK	EVP & CCO (VESTED DEFERRED)	36.00	Key Emp	$167,594	$0	$167,594
PAMELA SUTTON-WALLACE	EVP, COO & PRES (EFF 2/24)	37.00	Key Emp	$1,672,126	$582,147	$2,254,273
JOHN SKELLY	FORMER OFFICER (CURRENT YR COMP)	0.00		$530,897	$113,163	$644,060
JOHN SKELLY	FORMER OFFICER (VESTED DEFERRED)	0.00		$1,167,986	$0	$1,167,986
VINCENT PETRINI	FORMER OFFICER	0.00		$1,032,685	$1,906	$1,034,591
WILLIAM ASELTYNE	ASSOC SEC (CURRENT YR COMP)	34.00	Officer	$1,257,485	$193,425	$1,450,910
WILLIAM ASELTYNE	ASSOC SEC (VESTED DEFERRED)	34.00	Officer	$235,138	$0	$235,138
GAIL KOSYLA	EVP/CFO/TREASURER	33.00	Officer	$1,135,647	$407,968	$1,543,615
LISA STUMP	SVP/CIO (CURRENT YR COMP)	40.00	Key Emp	$988,478	$360,082	$1,348,560
LISA STUMP	SVP/CIO (VESTED DEFERRED)	40.00	Key Emp	$132,560	$0	$132,560
THOMAS NEWMAN	SVP (CURRENT YR COMP)	39.00	Key Emp	$935,660	$278,849	$1,214,509
THOMAS NEWMAN	SVP (VESTED DEFERRED)	39.00	Key Emp	$98,473	$0	$98,473
MATTHEW COMERFORD	SVP/CSO	40.00	Highest	$921,868	$277,990	$1,199,858
PATRICK GREEN	FORMER OFFICER (CURRENT YR COMP)	0.00		$616,803	$219,082	$835,885
PATRICK GREEN	FORMER OFFICER (VESTED DEFERRED)	0.00		$157,810	$0	$157,810
ELIZABETH BECKMAN	FORMER OFFICER	0.00		$769,727	$0	$769,727
LORRAINE LEE	SVP	40.00	Key Emp	$738,118	$216,586	$954,704
MICHEAL IVY	VP	40.00	Highest	$805,310	$145,486	$950,796
DEREMIUS WILLIAMS	SVP	40.00	Highest	$695,920	$227,941	$923,861
CAROLYN SALSGIVER	FORMER OFFICER	0.00		$729,833	$24,610	$754,443
MICHAEL ANGELINI	SVP, TREASURER, CIO	39.00	Key Emp	$645,720	$228,481	$874,201
JOSEPH BISSON	SVP	40.00	Highest	$630,842	$204,637	$835,479
KEITH TANDLER	VP FINANCE	39.00	Highest	$650,779	$126,106	$776,885
DENISE FIORE	FORMER OFFICER	0.00		$547,749	$0	$547,749
IAN SCHWARTZ	FORMER OFFICER	0.00		$323,250	$0	$323,250
KEVIN MYATT	FORMER OFFICER	0.00		$310,000	$0	$310,000
EUGENE COLUCCI	FORMER OFFICER	0.00		$563,109	$49,578	$612,687
STEPHEN ALLEGRETTO	FORMER OFFICER	0.00		$211,813	$0	$211,813
MICHEAL DIMENSTEIN	FORMER OFFICER	0.00		$144,440	$0	$144,440
JAMES MORRIS	FORMER OFFICER	0.00		$111,250	$0	$111,250
VINCENT CALARCO	CHAIR/TRUSTEE	1.00	Officer Director	$0	$0	$0
MARY FARRELL	VICE CHAIR/TRUSTEE	1.00	Officer Director	$0	$0	$0
W ROBERT BERKLEY JR	TRUSTEE	1.00	Director	$0	$0	$0
JACK CALLAHAN	TRUSTEE	1.00	Director	$0	$0	$0
JOCELYN CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FALCONI	TRUSTEE	1.00	Director	$0	$0	$0
CARLTON HIGHSMITH	TRUSTEE	1.00	Director	$0	$0	$0
AARON HOLLANDER	SECRETARY/TRUSTEE	1.00	Officer Director	$0	$0	$0
THOMAS KETCHUM	TRUSTEE	1.00	Director	$0	$0	$0
JOHN LAHEY	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN LEWIN MD	TRUSTEE	1.00	Director	$0	$0	$0
LINDA LORIMER	TRUSTEE	1.00	Director	$0	$0	$0
B MICHAEL RAUH	TRUSTEE	1.00	Director	$0	$0	$0
ED RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
PETER SALOVEY	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT STROBEL	TRUSTEE	1.00	Director	$0	$0	$0
JAMES TORGERSON	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,102,659,536	$1,108,232,476	$3,517,963,826	$-5,572,940
2023	$904,769,300	$919,798,595	$2,816,591,144	$-15,029,295
2022	$921,332,963	$906,336,457	$2,444,977,032	$14,996,506
2021	$836,585,241	$845,193,191	$2,533,997,745	$-8,607,950
2020	$742,330,142	$743,688,755	$2,616,043,894	$-1,358,613
2019	$657,935,734	$657,690,210	$1,716,739,812	$245,524
2018	$625,351,301	$634,909,150	$1,594,370,881	$-9,557,849

YALE NEW HAVEN HEALTH SERVICES CORPORATION