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Hartford Healthcare Endowment Llc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Summary charts: organization finances over time

Revenue
$85.6M (2023)

Expenses
$14.9M (2023)

Total Assets
$2.01B (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,609,852
Expenses
$14,891,245
Net Income
$70,718,607
Net Assets
$2,005,367,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $43,893,651
51.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $41,716,201
48.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,005,367,000
Total Liabilities $0
Net Assets $2,005,367,000
Compensation
Key Employees and Officers Compensation Related Other
Bimal Patel (Director) $0 $1,334,381 $144,062
Chibueze Agba (Director) $0 $1,533,173 $190,199
Donna Handley (Director) $0 $850,885 $65,046
Eric Smullen (Director) $0 $482,672 $104,904
Gary Havican (Director) $0 $680,223 $121,519
James O'dea (Director) $0 $533,272 $54,780
David Holmgren (Fmr Cio) $0 $773,996 $41,344

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,489,042
Expenses
$16,621,700
Net Income
$65,867,342
Net Assets
$1,938,113,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,347,527
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $76,141,515
92.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,938,113,000
Total Liabilities $0
Net Assets $1,938,113,000
Compensation
Key Employees and Officers Compensation Related Other
Bimal Patel (Director) $0 $1,234,743 $161,847
Chibueze Agba (Director) $0 $304,938 $41,030
Donna Hadley (Director) $0 $910,693 $81,678
Eric Smullen (Director) $0 $496,755 $118,489
Gary Havican (Director) $0 $666,811 $136,885
James O'dea (Director) $0 $386,982 $54,281
Patricia Rehmer (Director (Thru January 2022)) $0 $784,817 $44,135
David Holmgren (Fmr Cio) $0 $894,455 $63,975

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$117,058,642
Expenses
$2,596,095
Net Income
$114,462,547
Net Assets
$2,059,506,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $11,748,134
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $105,310,508
90.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,059,506,000
Total Liabilities $0
Net Assets $2,059,506,000
Compensation
Key Employees and Officers Compensation Related Other
Charles Johnson (Director (Thru July 2021)) $0 $1,637,844 $87,365
Bimal Patel (Director) $0 $1,118,518 $144,997
Gerald Boisvert (Director) $0 $903,361 $79,820
Patricia Rehmer (Director) $0 $854,533 $49,962
Donna Handley (Director) $0 $784,677 $76,359
David Holmgren (Cio) $0 $789,851 $63,513
Gary Havican (Director) $0 $558,673 $120,925
Rita Parisi (Director) $0 $568,311 $68,279

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,437,349
Expenses
$2,091,974
Net Income
$63,345,375
Net Assets
$1,621,873,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $39,760,558
60.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,676,791
39.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,621,873,000
Total Liabilities $0
Net Assets $1,621,873,000
Compensation
Key Employees and Officers Compensation Related Other
Charles Johnson (Director) $0 $1,116,058 $171,445
Bimal Patel (Director) $0 $1,001,936 $136,853
Donna Handley (Director) $0 $715,935 $71,531
Patricia Rehmer (Director) $0 $588,308 $97,619
Gary Havican (Director) $0 $532,115 $118,135
David Holmgren (Cio) $0 $585,423 $59,103
Rita Parisi (Director) $0 $566,356 $68,897

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,814,736
Expenses
$2,872,511
Net Income
$32,942,225
Net Assets
$1,468,738,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,619,524
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,195,212
92.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,468,738,000
Total Liabilities $0
Net Assets $1,468,738,000
Compensation
Key Employees and Officers Compensation Related Other
Charles Johnson (Director) $0 $1,086,335 $162,619
Gary Havican (Director) $0 $489,143 $100,907
Patricia Rehmer (Director) $0 $519,206 $89,452
Bimal Patel (Director) $0 $856,593 $121,689
Donna Handley (Director) $0 $541,449 $66,930
David Holmgren (Cio) $0 $597,135 $59,075

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$102,761,078
Expenses
$4,477,996
Net Income
$98,283,082
Net Assets
$1,428,326,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $8,267,799
8.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $94,493,279
92.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,428,326,000
Total Liabilities $0
Net Assets $1,428,326,000
Compensation
Key Employees and Officers Compensation Related Other
Bimal Patel (Director) $0 $703,901 $105,710
Patricia Rehmer (Director) $0 $466,644 $84,063
Charles Johnson (Director) $0 $904,731 $153,936
Gary Havican (Director) $0 $400,532 $65,795
Donna Handley (Director) $0 $399,296 $62,413
David Holmgren (Cio) $0 $570,669 $60,069
Stuart Markowitz (Former Director) $0 $1,113,670 $81,352
Lucille Janatka (Former Director) $0 $868,759 $79,457

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,312,783
Expenses
$4,796,747
Net Income
$46,516,036
Net Assets
$1,400,498,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $17,505,783
34.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,807,000
65.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,400,498,000
Total Liabilities $0
Net Assets $1,400,498,000
Compensation
Key Employees and Officers Compensation Related Other
Stuart Markowitz (Director) $0 $802,711 $131,045
Bimal Patel (Director) $0 $648,140 $103,527
Patricia Rehmer (Director) $0 $429,052 $74,316
Charles Johnson (Director) $0 $868,701 $137,241
Lucille Janatka (Director (Thru 9/30/17)) $0 $844,005 $64,007
David Holmgren (Cio) $0 $496,401 $59,002

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,886,555
Expenses
$1,063,747
Net Income
$4,822,808
Net Assets
$1,209,399,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,965,992
50.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,920,563
49.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,209,399,000
Total Liabilities $0
Net Assets $1,209,399,000
Compensation
Key Employees and Officers Compensation Related Other
Stuart Markowitz (Director) $0 $0 $0
Bimal Patel (Director) $0 $0 $0
Patricia Rehmer (Director) $0 $0 $0
Charles Johnson (Director) $0 $0 $0
Lucille Janatka (Manager) $0 $0 $0
David Holmgren (Cio) $0 $0 $0

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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