2024-10-31T13:38:40-05:00 2023-12-31 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2023-01-01 066322583 CONNECTICUT HOSPITAL ASSOCIATION TRUST CONN 2032657611 PO BOX 90 WALLINGFORD CT 06492 JENNIFER JACKSON TRUSTEE 2032657611 2024-10-31 1 0 MARY ANTONETTI P00431862 2037819600 2024-10-31 2023 2024-10-15 13:58:12Z JENNIFER JACKSON 110 BARNES ROAD WALLINGFORD CT 06492 21315 0 X N/A X 1988 CT PROVIDES NO-INTEREST LOANS, FINANCIAL AND TECHNICAL ASSISTANCE TO CT NON-PROFIT HOSPITALS. 3 1 0 2 0 0 125000 0 10436 19715 1744 1600 0 0 137180 21315 0 0 0 0 0 0 0 0 0 173741 215937 173741 215937 -36561 -194622 4090234 3945936 1673492 1723816 2416742 2222120 TO ASSIST NOT-FOR-PROFIT, TAX-EXEMPT HOSPITALS AND HEALTH CARE ORGANIZATIONS BY MAKING GIFTS OR GRANTS AND BY SUPPLYING FINANCIAL AND TECHNICAL ASSISTANCE. 0 0 215937 19715 LOAN PROGRAM TO ASSIST NOT-FOR-PROFIT, TAX-EXEMPT HOSPITALS AND HEALTH CARE ORGANIZATIONS TO IMPROVE THEIR ENERGY EFFICIENCY BY THE MAKING OF NO INTEREST LOANS. 215937 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X JENNIFER JACKSON 2032657611 110 BARNES ROAD WALLINGFORD CT 06492 JENNIFER D JACKSON TRUSTEE 1.00 40.00 X 0 861072 79135 ROBERT SANDLER TRUSTEE 1.00 X 0 62500 0 RONALD J AROUJO TRUSTEE 1.00 X 0 0 0 0 923572 79135 0 0 1 0 0 INTEREST ON NOTES REC. 522291 19715 19715 19715 1600 1600 21315 19715 0 1600 125000 125000 90937 90937 215937 215937 0 0 280010 155011 3526813 3229335 283411 561590 4090234 3945936 125000 125000 1548492 1598816 1673492 1723816 X 29940 29940 2386802 2192180 2416742 2222120 4090234 3945936 -194622 0 X X 0 1 X 1 0 X X 1 CONNECTICUT HOSPITAL ASSOCIATION INC 060632049 10 0 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 SCHEDULE A, PART IV, SECTION A, LINE 1: CHA HAS THE POWER TO APPOINT ALL OF THE TRUSTEES OF CONNECTICUT HOSPITAL ASSOCIATION TRUST ("TRUST"). HOWEVER, BECAUSE CHA IS DESCRIBED IN SECTION 501 (C)(6), THE ORGANIZATION'S TRUST DOCUMENT CLARIFIES THAT THE TRUST WILL BENEFIT SPECIFIED PUBLICLY SUPPORTED CHARITABLE SUPPORTED ORGANIZATIONS IDENTIFIED IN THE TRUST. SCHEDULE A, PART IV, SECTION A, LINE 3B: CHA ANNUALLY COMPLETES A PRO FORMA SCHEDULE A TO CONFIRM THAT THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) IS SATISFIED. IN THE TRUST DOCUMENT, CHA'S POWER TO APPOINT THE TRUSTEES OF THE ORGANIZATION IS CONTINGENT UPON ITS CONTINUED QUALIFICATION AS AN ORGANIZATION WHICH WOULD BE DESCRIBED IN SECTION 509(A)(2) IF IT WERE AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). SCHEDULE A, PART IV, SECTION A, LINE 3C: THE ORGANIZATION SUPPORTS CHA BY OPERATING FOR THE BENEFIT OF ONE OR MORE PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS IDENTIFIED IN THE TRUST. SCHEDULE A, PART IV, SECTION B, LINE 2: THE PURPOSE OF CHA, AS STATED IN ITS BYLAWS, IS TO FOSTER THE DEVELOPMENT OF OPTIMAL HEALTH SERVICES IN THE STATE OF CONNECTICUT. ITS OBJECTIVES INCLUDE COST CONTAINMENT, THE SEEKING OF ADEQUATE FINANCING OF FACILITIES, AND MAXIMIZING OPERATIONAL EFFICIENCY OF CONNECTICUT'S HOSPITALS. BECAUSE THE TRUST'S GENERAL PURPOSE IS TO ASSIST HOSPITALS, IT WILL FURTHER THE GOALS OF CHA. THE TRUST PROMOTES COST CONTAINMENT AND OPERATIONAL EFFICIENCY OF HOSPITALS, TWO IMPORTANT OBJECTIVES OF CHA, BY MAKING FUNDS AVAILABLE TO HOSPITALS FOR ENERGY CONSERVATION AND MANAGEMENT. SCHEDULE A, PART I, LINE 12 THE ORGANIZATION IS CONTROLLED BY THE CONNECTICUT HOSPITAL ASSOCIATION, INCORPORATED ("CHA"), A SECTION 501(C)(6) ORGANIZATION THAT WOULD BE PUBLICLY SUPPORTED UNDER SECTION 509(A)(2) IF IT WERE AN ORGANIZATION DESCRIBED IN 501(C)(3). THE ORGANIZATION SUPPORTS CHA BY OPERATING FOR THE BENEFIT OF ONE OR MORE PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS IDENTIFIED IN THE TRUST - DAY KIMBALL HEALTHCARE. 0 LOAN TO DAY KIMBALL HOSPITAL 282122 C LOAN TO THE CONNECTICUT HOSPICE INC 279468 C 561590 X 21315 0 21315 0 21315 215937 0 215937 0 215937 PART X, LINE 2: THE TRUST IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE TRUST ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH PROVISIONS OF FASB ASC 740, INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. THE TRUST MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TRUST DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. AS OF DECEMBER 31, 2023 AND 2022, THE TRUST DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS. THE TRUST WOULD RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE PRIOR THREE TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ALTHOUGH THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROCESS. 0 1 0 0 0 0 0 0 0 JENNIFER D JACKSON TRUSTEE 0 791568 0 0 0 69504 0 42075 0 37060 0 940207 0 0 PART I, LINE 4B JENNIFER JACKSON SERP CONTRIBUTION IS $58,960. ROBERT SANDLER TRUSTEE 62500 CONSULTING 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO JENNIFER JACKSON, TRUSTEE, WHO REVIEWS AND SIGNS THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CONNECTICUT HOSPITAL ASSOCIATION INC 110 BARNES ROAD PO BOX 90 WALLINGFORD CT 06492 060632049 PROVIDES ADVOCACY AND EDUCATION TO CT HOSPITALS CT 501(C)(6) N/A 0 THE CONNECTICUT HEALTHCARE RESEARCH AND EDUCATION FOUNDATION 110 BARNES ROAD PO BOX 90 WALLINGFORD CT 06492 060890298 PROVIDES EDUCATION PROGRAMS TO CT HOSPITALS CT 501(C)(3) LINE 12A, I CONNECTICUT HOSPITAL ASSOCIATION INC 0 DIVERSIFIED NETWORK SERVICES INC 110 BARNES ROAD PO BOX 90 WALLINGFORD CT 06492 060990946 HOSPITAL SERVICES CT N/A C 0 CHIME INC 110 BARNES ROAD PO BOX 90 WALLINGFORD CT 06492 061454560 HEALTHCARE DATA SERVICES CT DIVERSIFIED NETWORK SERVICES INC C 0 CHIMENET INC 110 BARNES ROAD PO BOX 90 WALLINGFORD CT 06492 061585087 IT SERVICES CT CHIME INC C 0 CHA INSURANCE SERVICES INC 110 BARNES ROAD PO BOX 90 WALLINGFORD CT 06492 061310638 INSURANCE SERVICES CT DIVERSIFIED NETWORK SERVICES INC C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0