UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-12
IRS object ID: 202212249349301206
Schema version: 2020v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-12T09:01:11-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROWE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9600 Brownsboro Road Suite 400	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402413902	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	912155626	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UMass Memorial Health Care Inc & Affiliates	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UMAS	BusinessNameControlTxt
Phone	5083340496	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 Belmont Street	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Sergio Melgar	PersonNm
Person Title	EVP/CFO/Treasurer	PersonTitleTxt
Signature	2022-08-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Sergio	PersonFirstNm
Person Last	Melgar	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Rachel Spurlock	PreparerPersonNm
PTIN	P00520729	PTIN
Phone	5023263996	PhoneNum

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Sergio Melgar	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 Belmont Street	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,123,186,147	GrossReceiptsAmt
Group Return For Affiliates	Yes (true)	GroupReturnForAffiliatesInd
All Affiliates Included	Yes (true)	AllAffiliatesIncludedInd
Group Exemption	3642	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	https://www.ummhealth.org/	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Activity Or Mission	UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.	ActivityOrMissionDesc
Voting Members Governing Body	151	VotingMembersGoverningBodyCnt
Voting Members Independent	76	VotingMembersIndependentCnt
Total Employee	14490	TotalEmployeeCnt
Total Volunteers	226	TotalVolunteersCnt
Total Gross UBI	$11,775,028	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$537,926	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$41,685,785	PYContributionsGrantsAmt
CY Contributions Grants	$90,543,241	CYContributionsGrantsAmt
PY Program Service Revenue	$2,792,155,257	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,998,501,861	CYProgramServiceRevenueAmt
PY Investment Income	$13,563,278	PYInvestmentIncomeAmt
CY Investment Income	$17,805,940	CYInvestmentIncomeAmt
PY Other Revenue	$8,743,048	PYOtherRevenueAmt
CY Other Revenue	$8,881,310	CYOtherRevenueAmt
PY Total Revenue	$2,856,147,368	PYTotalRevenueAmt
CY Total Revenue	$3,115,732,352	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,880,620	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$10,149,217	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,346,735,254	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,428,754,093	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,559,765	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,479,530,049	PYOtherExpensesAmt
CY Other Expenses	$1,578,666,723	CYOtherExpensesAmt
PY Total Expenses	$2,835,145,923	PYTotalExpensesAmt
CY Total Expenses	$3,017,570,033	CYTotalExpensesAmt
PY Revenues Less Expenses	$21,001,445	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$98,162,319	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,439,359,685	TotalAssetsBOYAmt
Total Assets EOY	$2,350,649,727	TotalAssetsEOYAmt
Total Liabilities BOY	$1,614,058,654	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,391,784,997	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$825,301,031	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$958,864,730	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,800,570,400	ExpenseAmt
Grant	$2,141,947	GrantAmt
Revenue	$2,122,537,987	RevenueAmt
Desc	UMASS MEMORIAL MEDICAL CENTER UMASS MEMORIAL MEDICAL CENTER IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH. UMASS MEMORIAL MEDICAL CENTER DOES THIS BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF CENTRAL NEW ENGLAND WITHOUT REGARD TO THEIR ABILITY TO PAY. FY 2021 KEY STATISTICS - TOTAL DISCHARGES: 35,896 TOTAL SURGICAL & ENDOSCOPY CASES: 46,913 TOTAL ER VISITS: 108,168	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$547,849,505	ExpenseAmt
Grant	$7,918,000	GrantAmt
Revenue	$463,814,001	RevenueAmt
Desc	UMASS MEMORIAL MEDICAL GROUP THE UMASS MEMORIAL MEDICAL GROUP IS A MULTISPECIALTY GROUP PRACTICE OF PHYSICIANS WHOSE MISSION AND PURPOSE IS TO SUPPORT THE CLINICAL, EDUCATIONAL, RESEARCH AND COMMUNITY SERVICE MISSIONS OF UMASS MEMORIAL HEALTH CARE AND UMASS MEMORIAL MEDICAL CENTER. UMASS MEMORIAL MEDICAL GROUP ACCOMPLISHES THIS MISSION BY PROVIDING MEDICAL CARE TO RESIDENTS OF CENTRAL NEW ENGLAND WITHOUT REGARD TO THEIR ABILITY TO PAY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$255,887,388	ExpenseAmt
Grant	$10,647	GrantAmt
Revenue	$315,881,777	RevenueAmt
Desc	UMASS MEMORIAL COMMUNITY HOSPITALS THE UMASS MEMORIAL COMMUNITY HOSPITALS (CLINTON HOSPITAL, HEALTH ALLIANCE HOSPITALS, INC., MARLBOROUGH HOSPITAL) ARE COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF THE COMMUNITIES THAT THEY SERVE THROUGH EXCELLENCE IN CLINICAL CARE AND SERVICE. EACH OF THESE HOSPITALS ACCOMPLISHES THIS GOAL BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF THEIR COMMUNITIES WITHOUT REGARD TO THEIR ABILITY TO PAY. FY 2021 KEY STATISTICS - TOTAL DISCHARGES: 10,549 TOTAL SURGICAL & ENDOSCOPY CASES: 10,919 TOTAL ER VISITS: 75,724	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$124,388,238	ExpenseAmt
Grant	$78,623	GrantAmt
Revenue	$84,653,428	RevenueAmt
Desc	OTHER UMASS MEMORIAL ENTITIES - UMASS MEMORIAL HAS A NUMBER OF SUBSIDIARY ENTITIES THAT FUNCTION PRIMARILY TO DELIVER HEALTH CARE TO PATIENTS OR TO SUPPORT THE DELIVERY OF HEALTH CARE TO PATIENTS OF UMASS MEMORIAL. THEY ACCOMPLISH THIS THROUGH THE DELIVERY OF HEALTH CARE SERVICES WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. THEY ALSO ACCOMPLISH THIS BY PROVIDING SUPPORT, OR PATIENT ADVOCACY SERVICES TO THE PATIENTS OF UMASS MEMORIAL, CENTRAL NEW ENGLAND, AND OTHER GEOGRAPHIES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$124,388,238	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$78,623	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$84,653,428	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,728,695,531	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (true)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (true)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	581	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	14490	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	151	GoverningBodyVotingMembersCnt
Independent Voting Member	76	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Brian Huggins	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5083340252	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 Belmont Street	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (135 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ANN K MOLLOY
VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
CHERYL LAPRIORE
PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS	5.0	40.0	Yes (X)	Yes (X)	$0	$544,313	$147,677
DOUGLAS S BROWN
Secretary, UMM Medical Center, Inc., Officer & Director Various	5.0	40.0	Yes (X)	Yes (X)	$0	$1,065,825	$210,757
ERIC W DICKSON MD
President & CEO, UMMHC, Inc. & Affiliates, Director various	5.0	40.0	Yes (X)	Yes (X)	$0	$2,339,823	$442,959
JOHN GREENWOOD
PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	40.0	5.0	Yes (X)	Yes (X)	$469,258	$0	$139,989
JOHN SHEA ESQ
CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
LYNDA M YOUNG MD
CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL D MURPHY
CHAIRPERSON, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL GUSTAFSON MD
PRESIDENT, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	40.0	5.0	Yes (X)	Yes (X)	$1,238,032	$0	$198,888
MICHAEL MAHAN
CHAIRPERSON, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC., Director various	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
PAUL KANGAS
CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
RENEE MIKITARIAN-BRADLEY
PRESIDENT, DIRECTOR, UMM REALTY, INC.	5.0	40.0	Yes (X)	Yes (X)	$0	$196,560	$60,634
RICHARD SIEGRIST
CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
ROBERT J PAULHUS JR
INTERIM CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR VARIOUS	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
SERGIO MELGAR
EVP/CFO/Treasurer, UMM Health Care, Inc. Officer/DIR Various	5.0	40.0	Yes (X)	Yes (X)	$0	$1,272,094	$251,090
STEPHEN E TOSI MD
PRESIDENT UNTIL FY2021, UMM MEDICAL GROUP, INC., DIRECTOR, UMM ACO, INC.	40.0	5.0	Yes (X)	Yes (X)	$1,077,736	$0	$142,002
STEVEN ROACH
PRESIDENT, DIR., CNEHA, INC. & MARLBOROUGH HOSP., OFF. & DIR. VARIOUS	40.0	5.0	Yes (X)	Yes (X)	$640,804	$0	$128,516
ALAN P BROWN MD
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	30.0	0	Yes (X)		$288,164	$0	$48,200
AMY GRASSETTE
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
BARBARA KUPFER
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
BENCY LOUIDOR-PAULYNICE MD
DIRECTOR, UMM MEDICAL GROUP, INC.	40.0	0	Yes (X)		$197,628	$0	$60,381
BENJAMIN H COLONERO JR
DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
BHALCHANDRA PARULKAR MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
BRIAN BOUVIER
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
CARLOS NICOLAS FORMAGGIA ESQ
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
CELESTE STRAIGHT MD
DIRECTOR, UMM MEDICAL GROUP, INC.	40.0	0	Yes (X)		$252,696	$0	$93,605
CHANDRIKA JAIN MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.0	0	Yes (X)		$179,275	$0	$32,012
CHARLES CAVAGNARO MD
DIRECTOR, MARLBOROUGH HOSPITAL, Director various	40.0	0	Yes (X)		$489,216	$0	$19,819
CYNTHIA M MCMULLEN EDD
DIRECTOR UNTIL FY2021, COMMUNITY HEALTHLINK, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
DANIEL CARLUCCI MD
DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
DAVID L BENNETT
DIRECTOR, UMM MEDICAL CENTER, INC., Director various	1.0	1.0	Yes (X)		$0	$0	$0
DAVID WALTON
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
DEBRA TWEHOUS MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	38.0	0	Yes (X)		$231,756	$0	$50,826
DIANE MCKEE MD
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
DIX F DAVIS
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director various	1.0	0	Yes (X)		$0	$0	$0
DOMINIC NOMPLEGGI MD
DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC.	24.0	0	Yes (X)		$223,580	$0	$48,125
DONATA MARTIN
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
ED MOORE
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
EDWARD D'ALELIO
DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
ELLEN DORIAN
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
ELVIRA GUARDIOLA
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
EVAN BENJAMIN MD
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
FERNANDO CATALINA MD
DIRECTOR UNTIL FY2021, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
FRANCIS SWEENEY MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
FREDERICK G CROCKER
DIRECTOR, UMM HEALTH VENTURES, INC.	1.0	0	Yes (X)		$0	$0	$0
GAIL ALLEN ESQ
DIRECTOR, UMM MEDICAL GROUP, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
GERARD P RICHER
DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS	1.0	0	Yes (X)		$0	$0	$0
HOWARD FERRIS
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
J CHRISTOPHER CUTLER FACHE
DIRECTOR, UMM MEDICAL GROUP, INC.	1.0	0	Yes (X)		$0	$0	$0
JACK WILSON PHD
DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	1.0	0	Yes (X)		$0	$0	$0
JAMES LEARY
DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS	5.0	40.0	Yes (X)		$0	$283,323	$65,281
JEAN KING PHD
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
JEAN MCMURRAY
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
JEFFREY N METZMAKER MD
DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC.	29.0	0	Yes (X)		$338,855	$0	$81,243
JENNIFER REIDY MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	36.0	0	Yes (X)		$233,123	$0	$50,952
JIM NOTARO
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
JOANNE JOHNSON
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
JOHN BUDD
DIRECTOR, UMM HEALTH VENTURES, INC.	1.0	0	Yes (X)		$0	$0	$0
JOHN GOBRON
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
JORDAN EISENSTOCK MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$9,700	$0	$874
JOSEPH G LEANDRES
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
KEITH REARDON
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
KIMBERLY EISENSTOCK MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.0	0	Yes (X)		$297,629	$0	$55,024
KIMBERLY GAIL WATSON EBB MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	40.0	0	Yes (X)		$416,123	$0	$53,756
KIMBERLY ROBINSON MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
KIMBERLY YONKERS MD
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	20.0	0	Yes (X)		$108,606	$0	$9,006
LALITA MATTA MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$30,960	$0	$0
LESLIE BOVENZI
DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0	1.0	Yes (X)		$0	$0	$0
LUIS J MASEDA
DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS	1.0	0	Yes (X)		$0	$0	$0
MARK JOHNSON MD
DIRECTOR, UMM MEDICAL CENTER, INC.	28.0	5.0	Yes (X)		$1,022,090	$0	$126,437
MARY E MALONEY MD
DIRECTOR, UMM MEDICAL GROUP, INC.	30.0	0	Yes (X)		$605,563	$0	$66,505
MATTHEW J TRAINOR MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	38.0	0	Yes (X)		$328,052	$0	$55,766
MAX ROSEN MD
DIRECTOR, UMM MEDICAL GROUP, INC.	25.0	0	Yes (X)		$498,511	$0	$33,007
MICHAEL COLLINS MD
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
MICHAEL F O'BRIEN
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	0	Yes (X)		$0	$0	$0
MICHAEL RIVARD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
MICHAEL W AMES
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
NANCY KANE
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PAULETTE SEYMOUR-ROUTE PHD
DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC.	40.0	5.0	Yes (X)		$67,322	$0	$8,166
PETER KNOX
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PHILIP E PURCELL
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
RAYMOND PAWLICKI
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
RICARDO BELLO MD
DIRECTOR, UMM MEDICAL GROUP, INC.	30.0	0	Yes (X)		$542,053	$0	$81,999
RICHARD K BENNETT
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
ROBERT BABINEAU JR MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	40.0	0	Yes (X)		$430,485	$0	$53,851
ROBERT FISHMAN DO FACP
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
ROBERT LESLIE SHELTON MD
DIRECTOR UNTIL FY2021, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
ROBERT W FINBERG MD
DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC.	20.0	5.0	Yes (X)		$914,335	$0	$92,823
ROSEMARY THOMSEN
DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0	1.0	Yes (X)		$0	$0	$0
SHELDON BENJAMIN MD
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
SUSAN MAILMAN
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
TAMMY GRAVEL
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
TERENCE FLOTTE MD
DIRECTOR, UMM MEDICAL CENTER, INC., Director various	1.0	1.0	Yes (X)		$0	$0	$0
THERESE DAY
DIRECTOR, UMM HEALTH VENTURES, INC.	40.0	5.0	Yes (X)		$487,302	$0	$123,422
VALERIE ZOLEZZI-WYNDHAM
DIRECTOR, UMM MEDICAL GROUP, INC.	1.0	0	Yes (X)		$0	$0	$0
VIBHA SHARMA MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
WILLIAM CORBETT MD
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	40.0	5.0	Yes (X)		$668,409	$0	$155,540
WILLIAM FISHER
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
WILLIAM MCGRAIL ESQ
DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	1.0	0	Yes (X)		$0	$0	$0
XIMENA M CASTRO MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	40.0	0	Yes (X)		$287,732	$0	$38,975
ANN-MARIA D'AMBRA
ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL	40.0	0		Yes (X)	$55,412	$0	$28,469
FRANCIS W SMITH
Secretary, UMM Medical Group, Inc., Officer various	5.0	40.0		Yes (X)	$0	$248,775	$57,261
JEANNE SHIRSHAC
TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	5.0	40.0		Yes (X)	$0	$343,180	$92,797
JENNIFER COLE
ASSISTANT CLERK, COMMUNITY HEALTHLINK, INC.	40.0	0		Yes (X)	$51,649	$0	$1,259
JOHN GLASSBURN
Secretary, UMM Community Hospitals, Inc., Officer Various	5.0	40.0		Yes (X)	$0	$224,236	$57,690
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC.	5.0	40.0		Yes (X)	$0	$596,642	$139,144
LATAMARA LUNDI
PRESIDENT, COMMUNITY HEALTHLINK, INC	40.0	5.0		Yes (X)	$221,680	$0	$17,838
MAUREEN CROTEAU
ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS	40.0	0		Yes (X)	$77,971	$0	$31,010
MICHELE STREETER
TREASURER, UMM MEDICAL GROUP, INC.	40.0	5.0		Yes (X)	$685,871	$0	$172,430
SHLOMIT SCHAAL MD
PRESIDENT, UMM MEDICAL GROUP, INC.	32.0	0		Yes (X)	$561,146	$0	$59,894
STEVEN MCCUE
ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	40.0	0		Yes (X)	$383,000	$0	$61,095
WILLIAM H O'BRIEN
SECRETARY UNTIL FY2021, UMM BEHAVIORAL HEALTH SYSTEM, INC.	1.0	0		Yes (X)	$0	$0	$0
ALICE A SHAKMAN
SVP, CLINICAL SVCS	40.0	5.0			$406,009	$0	$96,606	Yes (X)
ANDREW KARSON MD
SVP, CMO-UMMMC	40.0	5.0			$688,663	$0	$140,934	Yes (X)
BART METZGER
SVP, CHIEF HR OFFICER	5.0	40.0			$0	$666,014	$105,545	Yes (X)
DIANNA J CAFFARENA
SVP, AMBULATORY SVCS	40.0	5.0			$306,580	$0	$34,666	Yes (X)
ERIC J ALPER MD
SVP CQO & CHF INFORMATICS OFF	5.0	40.0			$0	$593,656	$142,159	Yes (X)
JACK W BAILEY
SVP, CLINICAL SVCS	40.0	5.0			$357,341	$0	$69,128	Yes (X)
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	40.0	5.0			$381,768	$0	$112,464	Yes (X)
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	5.0	40.0			$0	$438,141	$104,971	Yes (X)
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	5.0	40.0			$0	$496,315	$76,135	Yes (X)
JUSTIN PRECOURT
SVP, PATIENT CARE SVCS & CNO	40.0	5.0			$527,123	$0	$83,852	Yes (X)
KATHLEEN DRISCOLL
SVP, CHIEF PHILANTHROPHY OFC	5.0	40.0			$0	$360,301	$31,941	Yes (X)
ROBERT FELDMANN
SVP UNTIL FY2021, FINANCE/CORPORATE CONTROLLER	5.0	40.0			$0	$522,861	$123,818	Yes (X)
ADEL BOZORGZADEH MD
PHYSICIAN, DIVISION CHIEF OF TRANSPLANT SURGERY - MED GROUP	32.0	0			$797,281	$0	$82,187		Yes (X)
ARNO S SUNGARIAN MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	40.0	0			$1,035,030	$0	$125,456		Yes (X)
BRIAN D BUSCONI MD
PHYSICIAN, CHIEF OF ORTHOPEDICS - MED GROUP	30.0	0			$775,279	$0	$79,093		Yes (X)
DEMETRIUS LITWIN MD
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	28.0	0			$905,319	$0	$132,397		Yes (X)
GERALD T MCGILLICUDDY MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	40.0	0			$903,479	$0	$129,135		Yes (X)
BARBARA FISHER
FORMER KEY EMPLOYEE UNTIL 9/25/19	0.0	0.0			$316,250	$0	$30,000			Yes (X)
DANA SWENSON
FORMER OFFICER UNTIL FY2020	0.0	0.0			$0	$274,755	$62,062			Yes (X)
DEBORAH WEYMOUTH
FORMER PRESIDENT UNTIL 9/27/19, HEALTHALLIANCE-CLINTON HOSPITAL	0.0	0.0			$297,898	$0	$43,573			Yes (X)
JOHN BRONHARD
FORMER OFFICER UNTIL 10/1/18	0.0	0			$393,894	$0	$39,154			Yes (X)
LISA COLOMBO
FORMER KEY EMPLOYEE UNTIL 1/2018	0.0	0.0			$0	$104,728	$0			Yes (X)
PATRICK MULDOON
FORMER OFFICER UNTIL 1/2018	0.0	0.0			$1,421,276	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$24,124,914	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$10,571,542	TotReportableCompRltdOrgAmt
Total Other Compensation	$5,792,270	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3274	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Vizient Inc
290 E John Carpenter Freeway	Irving	TX	75062	Supply Chain Services	$35,924,081
Sodexo Inc Affiliates
PO Box 360170	Pittsburgh	PA	152516170	Food Management Services	$6,526,426
Crothall Healthcare
13028 Collection Center Drive	Chicago	IL	60693	Clinical Engineering Services	$5,398,692
Angelica Corporation
PO Box 532268	Atlanta	GA	303532268	Linen Services	$3,990,331
Valet Park Am
185 Spring Street	Springfield	MA	011051131	Parking & Transportation Services	$3,422,386

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	199	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$85,000	FederatedCampaignsAmt
Fundraising	$252,430	FundraisingAmt
Related Organizations	$27,000	RelatedOrganizationsAmt
Government Grants	$86,800,308	GovernmentGrantsAmt
All Other Contributions	$3,378,503	AllOtherContributionsAmt
Noncash Contributions	$75,161	NoncashContributionsAmt
Total Contributions	$90,543,241	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Net Patient Service Revenue	622110	$2,548,648,668	$2,548,052,792	$595,876
Medicaid Supplemental Funds	622110	$228,000,000	$228,000,000
Contract Revenue	622110	$118,874,301	$118,874,301
All other program service revenue	622110	$32,109,750	$30,330,898	$1,778,852
Joint Venture Income	622110	$70,276,568	$61,036,628	$9,239,940

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$592,574	TotalRevenueColumnAmt
Related Or Exempt Func Income	$592,574	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,998,501,861	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,781,881	TotalRevenueColumnAmt
Unrelated Business Revenue	$160,360	UnrelatedBusinessRevenueAmt
Exclusion	$18,621,521	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$6,698,292	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$5,940,319	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$757,973	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$757,973	TotalRevenueColumnAmt
Exclusion	$757,973	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$419,466	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$1,395,407	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	-$975,941	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$975,941	TotalRevenueColumnAmt
Exclusion	-$975,941	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$72,150	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$252,430	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$118,069	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$45,919	TotalRevenueColumnAmt
Exclusion	-$45,919	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
Cafeteria Income	722514	$5,019,192	$5,019,192
Parking revenue	812930	$3,150,064	$3,150,064

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$8,169,256	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,115,732,352	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,986,887,193	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$11,775,028	UnrelatedBusinessRevenueAmt
Exclusion	$26,526,890	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$10,149,217	TotalAmt
Program Services	$10,149,217	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$21,045,774	TotalAmt
Program Services	$16,010,757	ProgramServicesAmt
Management And General	$5,035,017	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,044,967	TotalAmt
Program Services	$1,239,728	ProgramServicesAmt
Management And General	$629,077	ManagementAndGeneralAmt
Fundraising	$176,162	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,033,328,630	TotalAmt
Program Services	$988,622,587	ProgramServicesAmt
Management And General	$44,514,504	ManagementAndGeneralAmt
Fundraising	$191,539	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$91,000,406	TotalAmt
Program Services	$86,650,587	ProgramServicesAmt
Management And General	$4,322,519	ManagementAndGeneralAmt
Fundraising	$27,300	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$208,649,078	TotalAmt
Program Services	$198,675,652	ProgramServicesAmt
Management And General	$9,910,831	ManagementAndGeneralAmt
Fundraising	$62,595	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$72,685,238	TotalAmt
Program Services	$69,210,883	ProgramServicesAmt
Management And General	$3,452,549	ManagementAndGeneralAmt
Fundraising	$21,806	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$61,507,170	TotalAmt
Program Services	$61,507,170	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,502	TotalAmt
Management And General	$7,502	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$177,610	TotalAmt
Management And General	$177,610	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$812,957	TotalAmt
Management And General	$812,957	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$293,470,367	TotalAmt
Program Services	$275,215,245	ProgramServicesAmt
Management And General	$18,231,344	ManagementAndGeneralAmt
Fundraising	$23,778	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$270,570	TotalAmt
Program Services	$164,466	ProgramServicesAmt
Management And General	$106,104	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$34,593,656	TotalAmt
Program Services	$30,251,750	ProgramServicesAmt
Management And General	$4,340,982	ManagementAndGeneralAmt
Fundraising	$924	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,320,603	TotalAmt
Program Services	$5,115,785	ProgramServicesAmt
Management And General	$204,818	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$42,798,658	TotalAmt
Program Services	$39,435,966	ProgramServicesAmt
Management And General	$3,362,692	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,237,422	TotalAmt
Program Services	$280,231	ProgramServicesAmt
Management And General	$957,191	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$957,724	TotalAmt
Management And General	$957,724	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$15,889,240	TotalAmt
Program Services	$15,889,240	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$94,843,467	TotalAmt
Program Services	$94,457,721	ProgramServicesAmt
Management And General	$385,746	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,534,675	TotalAmt
Program Services	$3,534,675	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Medical supplies	$473,789,504	$471,449,905	$2,339,599
System allocation expense	$355,144,214	$167,817,653	$185,270,900	$2,055,661
Medical education services	$157,750,000	$157,750,000
Federal & state income taxes	$2,191,636	$2,191,636

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$34,369,748	TotalAmt
Program Services	$33,074,677	ProgramServicesAmt
Management And General	$1,295,071	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,017,570,033	TotalAmt
Program Services	$2,728,695,531	ProgramServicesAmt
Management And General	$286,314,737	ManagementAndGeneralAmt
Fundraising	$2,559,765	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$140,076,163	BOYAmt
EOY	$253,849,083	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$316,263,361	BOYAmt
EOY	$237,737,676	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,716,897	BOYAmt
EOY	$1,366,924	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$222,772,070	BOYAmt
EOY	$290,746,308	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$157,708	BOYAmt
EOY	$257,292	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$58,488,258	BOYAmt
EOY	$66,252,283	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,229,655	BOYAmt
EOY	$3,722,611	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,996,101,709	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,242,706,986	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$747,514,916	BOYAmt
EOY	$753,394,723	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$92,342,859	BOYAmt
EOY	$85,940,294	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$243,879,038	BOYAmt
EOY	$219,646,751	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$82,227,745	BOYAmt
EOY	$86,249,856	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$520,691,015	BOYAmt
EOY	$351,485,926	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,439,359,685	BOYAmt
EOY	$2,350,649,727	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$278,012,682	BOYAmt
EOY	$268,652,379	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$263,576	BOYAmt
EOY	$195,454	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$49,026,781	BOYAmt
EOY	$40,470,819	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$419,485,911	BOYAmt
EOY	$6,866,518	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$4,537,585	BOYAmt
EOY	$9,272	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$48,097,132	BOYAmt
EOY	$36,041,777	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$814,634,987	BOYAmt
EOY	$1,039,548,778	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,614,058,654	BOYAmt
EOY	$1,391,784,997	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$724,278,713	BOYAmt
EOY	$846,149,200	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$101,022,318	BOYAmt
EOY	$112,715,530	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$825,301,031	BOYAmt
EOY	$958,864,730	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,439,359,685	BOYAmt
EOY	$2,350,649,727	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$98,162,319	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$17,422,867	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$17,978,513	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind
Supported Organizations	5	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (5 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
UMass Memorial Medical Center Inc
043358564	3	Yes (true)	$0	$0
Marlborough Hospital
042104693	3	Yes (true)	$0	$0
Umass Memorial HealthAlliance-Clinton Hospital Inc
042103555	3	Yes (true)	$0	$0
COORDINATED PRIMARY CARE INC
043210002	9	false	$0	$0
HEALTHALLIANCE HOME HEALTH AND HOSPICE INC
042932308	9	false	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	5	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,855,123	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,824,774	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,598,019	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,537,894	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,561,356	CurrentTaxYearAmt
Total	$151,377,166	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,855,123	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,824,774	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,598,019	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,537,894	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,561,356	CurrentTaxYearAmt
Total	$151,377,166	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$151,377,166	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,136,909	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,380,871	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,908,667	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,306,997	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,233,425	CurrentTaxYearAmt
Total	$10,966,869	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$521,269	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,530,792	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$606,281	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$9,703	CurrentTaxYearAmt
Total	$2,668,045	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$347,317	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$294,187	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$194,355	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$139,725	CurrentTaxYearMinus1YearAmt
Current Tax Year	$139,223	CurrentTaxYearAmt
Total	$1,114,807	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$166,126,887	TotalSupportAmt
Gross Receipts Rltd Activities	$515,572,292	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.9112	PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,191	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,918	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,436	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,825	CurrentTaxYearAmt
Total	$28,370	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$525,047,245	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$542,400,803	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$559,994,989	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$610,839,217	CurrentTaxYearMinus1YearAmt
Current Tax Year	$639,267,593	CurrentTaxYearAmt
Total	$2,877,549,847	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$525,047,245	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$542,410,994	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$560,008,907	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$610,841,653	CurrentTaxYearMinus1YearAmt
Current Tax Year	$639,269,418	CurrentTaxYearAmt
Total	$2,877,578,217	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$107,487	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$20,865	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$61,080	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,540	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,205	CurrentTaxYearAmt
Total	$210,177	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$107,487	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$20,865	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$61,080	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,540	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,205	CurrentTaxYearAmt
Total	$210,177	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$2,877,368,040	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,522,859	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,185,077	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,994,419	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,781,104	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,672,074	CurrentTaxYearAmt
Total	$13,155,533	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,522,859	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,185,077	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,994,419	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,781,104	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,672,074	CurrentTaxYearAmt
Total	$13,155,533	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$1,933	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$137	CurrentTaxYearMinus1YearAmt
Current Tax Year	$29,221	CurrentTaxYearAmt
Total	$31,291	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$527,570,104	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$545,598,004	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$562,003,326	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$612,622,894	CurrentTaxYearMinus1YearAmt
Current Tax Year	$642,970,713	CurrentTaxYearAmt
Total	$2,890,765,041	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.9954	PublicSupportCY509Pct
Public Support PY509	0.0	PublicSupportPY509Pct
Investment Income CY	0	InvestmentIncomeCYPct
Investment Income PY	0.0	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	false	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Field	Value	IRS element (for citing)
Majority Dir Trst Supported Org	false	MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part I Reason for public charity status	THE PUBLIC CHARITY STATUS CHECKED IN PART I REFLECTS THE PUBLIC CHARITY STATUS OF THE LARGEST NUMBER OF ORGANIZATIONS INCLUDED IN THE GROUP RETURN. THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(2). * UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. (EIN: 04-3374724) * UMASS MEMORIAL MEDICAL GROUP, INC. (EIN: 04-2911067) * COORDINATED PRIMARY CARE, INC. (EIN: 04-3210002) * HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. (EIN: 04-2932308) * UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. (EIN: 46-2871359) THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 170(B)(1)(A)(iii). * UMASS MEMORIAL HEALTH CARE, INC. AND AFFILIATES (EIN: 91-2155626) * MARLBOROUGH HOSPITAL (EIN: 04-2104693) * UMASS MEMORIAL MEDICAL CENTER, INC. (EIN: 04-3358564) * UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. (EIN: 04-2103555) THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 170(B)(1)(A)(vi). * UMASS MEMORIAL HEALTH VENTURES, INC. (EIN: 22-2605679) * COMMUNITY HEALTHLINK, INC. (EIN: 04-2626179) * CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. (EIN: 04-3172496) THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(3). * UMASS MEMORIAL COMMUNITY HOSPITALS, INC. (EIN: 04-3296271) * UMASS MEMORIAL REALTY, INC. (EIN: 04-2805630)
Schedule A, Part I, Line 12g Supported Organizations	1. Part I, Line 12g - Supported Organizations a. UMass Memorial Medical Center, Inc. b. Marlborough Hospital c. UMass Memorial HealthAlliance - Clinton Hospital, Inc. d. Health Alliance Home Health and Hospice, Inc. e. Coordinated Primary Care, Inc. Supported organization of UMass Memorial Realty, Inc. - a Supported organizations of UMass Memorial Community Hospitals, Inc. - b, c, d, e
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name	a. UMass Memorial Realty, Inc. - the supported organization (UMass Memorial Medical Center, Inc.) is listed by name in the organization's governing document. b. UMass Memorial Community Hospitals, Inc. - the supported organizations (Marlborough Hospital; UMass Memorial HealthAlliance - Clinton Hospital, Inc.; Health Alliance Home Health and Hospice, Inc.; and Coordinated Primary Care, Inc.) are designed by class or purposes in the supporting organization's governing documents. Specifically, the Articles of Incorporation provide that the corporation is organized and shall operate exclusively for the charitable and educational purposes of organizing, operating and supporting a health care network to provide hospital and other health care services and programs in the service area of UMass Memorial Medical Center, Inc. and the service areas of the corporation's subsidiaries and affiliates, and to improve the health and welfare of persons living in such areas.
Schedule A, Part IV, Section C, Line 1 Majority director detail	a. UMass Memorial Realty, Inc. - Control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization. Specifically, three of the six directors of UMass Memorial Realty, Inc. (supporting organization) also served in the following roles for UMass Memorial Medical Center, Inc. (supported organization)-one individual (Melgar) also served as Treasurer of UMass Memorial Medical Center, Inc., and two individuals (Dickson and Bennett) also served as Directors of UMass Memorial Medical Center, Inc. b. UMass Memorial Community Hospitals, Inc. - Control or management of the supporting organization was vested in the same persons that controlled or managed the supported organizations. Specifically, eleven of the sixteen directors of UMass Memorial Community Hospitals, Inc. (supporting organization) also served as an officer or director of one or more of the supported organizations-one individual (Melgar) also served as Treasurer of each of the four supported organizations, one individual (Roach) also served as President and Director of each of the four supported organizations, four individuals (Brown, Allen, Maseda, and Mahan) also served as officer and/or director of two supported organizations, and five individuals (Corbett, Paulhus, Catalina, Murphy, and Glassburn) also served as officer and/or director of one supported organization.
Schedule A, Part II, Line 10 Other Income	DESCRIPTION - OTHER INCOME, COLUMN A - 347317.0, COLUMN B - 294187.0, COLUMN C - 194355.0, COLUMN D - 139725.0, COLUMN E - 139223.0, COLUMN F - 1114807.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$177,630	OtherActivitiesAmt
Total Lobbying Expenditures	$177,630	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	Amounts represent portion of lobbying expenses included in membership dues paid to the following associations: MA Health and Hospital Association - $76,190 American Hospital Association - $50,408 Association for Behavioral Healthcare Inc. - $22,779 American College of Emergency Physicians - $14,180 National Association of Children's Hospitals - $8,024 340B Health - $2,086 Massachusetts Gastroenterology Asc - $840 MA Association of Behavioral Health Systems, Inc. (MABHS) - $833 Home Care Alliance - $699 Society for Vascular Ultrasound - $432 Association of American Medical Colleges - $420 Massachusetts Ambulance Association - $169 Marlborough Regional Chamber Commerce - $125 N. Ctrl MA Chamber of Commerce - $125 National Association of Epilepsy Centers - $120 American College of Obstetricians & Gynecologists (ACOG) - $69 Radiology Business Mgmt Asc - $60 Renal Physicians Asc - $51 Massachusetts Coalition for the Prevention of Medical Errors - $20 Total - $177,630	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$84,175,288	BeginningYearBalanceAmt
Contributions	-$100,242	ContributionsAmt
Investment Earnings Or Losses	$14,214,695	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,199,214	OtherExpendituresAmt
End Year Balance	$94,090,527	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$81,047,795	BeginningYearBalanceAmt
Contributions	$1,868,081	ContributionsAmt
Investment Earnings Or Losses	$3,945,683	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,686,271	OtherExpendituresAmt
End Year Balance	$84,175,288	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$81,443,759	BeginningYearBalanceAmt
Contributions	-$208,049	ContributionsAmt
Investment Earnings Or Losses	$2,476,373	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,664,288	OtherExpendituresAmt
End Year Balance	$81,047,795	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$81,260,948	BeginningYearBalanceAmt
Contributions	$961,201	ContributionsAmt
Investment Earnings Or Losses	$3,556,343	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,334,733	OtherExpendituresAmt
End Year Balance	$81,443,759	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$78,913,132	BeginningYearBalanceAmt
Contributions	$3,536,295	ContributionsAmt
Investment Earnings Or Losses	$3,401,567	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,590,046	OtherExpendituresAmt
End Year Balance	$81,260,948	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.59	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.41	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,708,030	OtherCostOrOtherBasisAmt
Book Value	$11,708,030	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,003,050,758	OtherCostOrOtherBasisAmt
Depreciation	$575,912,157	DepreciationAmt
Book Value	$427,138,601	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$39,389,011	OtherCostOrOtherBasisAmt
Depreciation	$21,138,564	DepreciationAmt
Book Value	$18,250,447	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$412,372,956	OtherCostOrOtherBasisAmt
Depreciation	$301,778,671	DepreciationAmt
Book Value	$110,594,285	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$529,580,954	OtherCostOrOtherBasisAmt
Depreciation	$343,877,594	DepreciationAmt
Book Value	$185,703,360	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$753,394,723	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Units in investment partnership	$218,304,781	F
Funds held in escrow under bond indenture agreements	$1,341,970	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$219,646,751	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM RELATED PARTIES	$27,946,243
Cash Value Life Insurance	$5,266,129
Beneficial interest in trusts	$80,164,056
Estimated settlements with third-party payors	$78,837,243
Security Deposits	$33,600
Operating lease ROU assets	$125,826,479
Other assets	$33,412,176

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$351,485,926	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
Accrued pension and postretirement benefit obligations
Due to UMass Chan Medical School- University of Massachusetts	$236,846,091
Due to related parties	$434,355,761
Other noncurrent liabilities	$49,789,837
Estimated settlements with third-party payors	$183,976,343
Operating lease ROU obligations	$134,580,746

Field	Value	IRS element (for citing)
Total Liability	$1,039,548,778	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 3a(i) Sch d, part v, line 3a(i)	HEALTHALLIANCE-CLINTON HOSPITAL - YES Bank of America Private Wealth Management holds the Miriam Shaw Trust for HEALTHALLIANCE-CLINTON HOSPITAL Distributions are paid to HEALTHALLIANCE-CLINTON HOSPITAL. Bank of America Private Wealth Management is an unrelated organization. Bank of America Corporation holds the following Trusts for HEALTHALLIANCE-CLINTON HOSPITAL: - George Henry May Trust- Article Fourth (8) - Trust U/Will Elizabeth L. Rowan - Christine L Beck Trust Distributions are paid to HEALTHALLIANCE-CLINTON HOSPITAL. Bank of America Corporation is an unrelated organization. BANK OF AMERICA MERRILL LYNCH HOLDS THE BERNARD W DOYLE TRUST FOR HEALTHALLIANCE-CLINTON HOSPITAL. DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE-CLINTON HOSPITAL . BANK OF AMERICA MERRILL LYNCH IS AN UNRELATED ORGANIZATION. BNY MELLON WEALTH MANAGEMENT HOLDS THE FOLLOWING TRUSTS FOR HEALTHALLIANCE-CLINTON HOSPITAL: - TRUST U/WILL PART 11 WILLIAM H CROPPER - TRUST U/WILL PART 15 WILLIAM H CROPPER - TRUST U/WILL PART 18 WILLIAM H CROPPER - TRUST UNDER 2ND CODICIL OF WILL OF WILLIAM H CROPPER - TRUST UNDER 4TH CODICIL WILLIAM H CROPPER DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE-CLINTON HOSPITAL. BNY MELLON WEALTH MANAGEMENT IS AN UNRELATED ORGANIZATION.
Schedule D, Part V Endowment Funds	Medical Center - The Medical Center's endowment funds are the beneficial interest in the funds held by a related organization, UMass Memorial Health Care, Inc. (Parent EIN 04-3358566). THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE DIRECTED IN ACCORDANCE WITH THE DONOR'S INTENT, INCLUDING THE PRESERVATION OF THE ORIGINAL GIFT AND VARIOUS PURPOSES INCLUDING CHARITY CARE, MEDICAL EDUCATION, RESEARCH, HEALTH CARE SERVICES, BUILDINGS AND EQUIPMENT.
Schedule D, Part IV, Line 2b Explanation of escrow agreement	Escrow balance is made up of security deposits from outside tenants.
Schedule D, Part V, Line 4 Intended uses of endowment funds	The intended uses of the organization's endowment funds include health care services, research, medical education, charity care, and capital spending.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	The Company and substantially all of its affiliates are tax-exempt organizations under Section 501(c)(3) of the Internal Revenue Code (IRC) or are disregarded entities for tax purposes. Accordingly, these entities will not incur any liability for federal income taxes except for tax on unrelated business taxable income (UBTI). The measurement of the amounts recorded as a provision for income taxes for all our affiliates was $376,000 and $433,000 for the years ended September 30, 2021 and 2020, respectively, and is recorded as part of supplies and other expense in the accompanying consolidated statements of operations. For the years ended September 30, 2021 and 2020, the System had approximately $11,879,000 and $14,900,000 respectively, of net operating loss (NOL) carryforwards for federal income tax purposes primarily related to its previously discontinued laboratory outreach business. The NOL carryforwards have expiration dates from 2032 through 2035. For the year ended September 30, 2021, the System utilized the deferred tax assets and recognized an income tax expense of $2,726,000 which has been recorded in supplies and other expense in the accompanying consolidated statements of operations. The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. We have determined that no material unrecognized tax benefits or liabilities exist as of September 30, 2021.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CNEHA GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$213,365	GrossReceiptsEvent1Amt
Charitable Contri Event1	$173,715	CharitableContriEvent1Amt
Gross Revenue Event1	$39,650	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$18,140	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$19,325	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$30,839	OtherDirectExpensesEvent1Amt
Event2	MARLBOROUGH GOLF TOURNAMENT	Event2Nm
Gross Receipts Event2	$111,215	GrossReceiptsEvent2Amt
Charitable Contri Event2	$78,715	CharitableContriEvent2Amt
Gross Revenue Event2	$32,500	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$16,710	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$18,110	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$14,945	OtherDirectExpensesEvent2Amt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$324,580	GrossReceiptsTotalAmt
Charitable Contributions Tot	$252,430	CharitableContributionsTotAmt
Gross Revenue Total Events	$72,150	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$34,850	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$37,435	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$45,784	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$118,069	DirectExpenseSummaryEventsAmt
Net Income Summary	-$45,919	NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	600	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$21,196,882	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$16,844,517	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$4,352,365	NetCommunityBenefitExpnsAmt
Total Expense	0.0014	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$556,786,280	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$444,232,855	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$112,553,425	NetCommunityBenefitExpnsAmt
Total Expense	0.0373	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$52,265,523	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$52,265,523	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$630,248,685	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$513,342,895	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$116,905,790	NetCommunityBenefitExpnsAmt
Total Expense	0.0387	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,927,982	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,310,842	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,617,140	NetCommunityBenefitExpnsAmt
Total Expense	0.0009	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$257,036,881	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$126,546,366	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$130,490,515	NetCommunityBenefitExpnsAmt
Total Expense	0.0432	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$63,360,848	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$45,377,215	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$17,983,633	NetCommunityBenefitExpnsAmt
Total Expense	0.0060	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,125,664	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$3,083,334	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$42,330	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$328,451,375	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$177,317,757	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$151,133,618	NetCommunityBenefitExpnsAmt
Total Expense	0.0501	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$958,700,060	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$690,660,652	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$268,039,408	NetCommunityBenefitExpnsAmt
Total Expense	0.0888	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$803	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$803	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$18,570	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$18,570	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,500	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,500	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,630	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,630	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$6,072	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,072	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$46,748	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$46,748	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$81,323	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$81,323	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$41,336,000	BadDebtExpenseAmt
Bad Debt Expense Attributable	$5,470,931	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$473,061,671	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$517,564,333	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$44,502,662	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	3	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (3 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Website AddressWebsiteAddressTxt	State LicenseStateLicenseNum	Licensed HospitalLicensedHospitalInd	General Medical And SurgicalGeneralMedicalAndSurgicalInd	Childrens HospitalChildrensHospitalInd	Teaching HospitalTeachingHospitalInd	Research FacilityResearchFacilityInd	Emergency Room24 HrsEmergencyRoom24HrsInd
UMASS MEMORIAL MEDICAL CENTER INC
1	55 LAKE AVE 119 BELMONT STREET	WORCESTER	MA	01605	https://www.umassmemorialhealthcare.org/umass-memorial-medical-center	V111	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
2	60 HOSPITAL ROAD	LEOMINSTER	MA	01453	www.umassmemorialhealthcare.org/healthalliance-clinton-hospital	VWPE	Yes (X)	Yes (X)		Yes (X)		Yes (X)
MARLBOROUGH HOSPITAL
3	157 UNION STREET	MARLBOROUGH	MA	01752	www.umassmemorialhealthcare.org/marlborough-hospital	2103	Yes (X)	Yes (X)		Yes (X)		Yes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)

FacilityFacilityNum	First Licensed CY Or PYFirstLicensedCYOrPYInd	Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd	CHNA ConductedCHNAConductedInd	Community DefinitionCommunityDefinitionInd	Community DemographicsCommunityDemographicsInd	Existing ResourcesExistingResourcesInd	How Data ObtainedHowDataObtainedInd	Community Health NeedsCommunityHealthNeedsInd	Other Health IssuesOtherHealthIssuesInd	Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd	Consulting ProcessConsultingProcessInd	Prior CHNA ImpactPriorCHNAImpactInd	CHNA ConductedCHNAConductedYr	Take Into Account Others InputTakeIntoAccountOthersInputInd	CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd	CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd	CHNA Report Widely AvailableCHNAReportWidelyAvailableInd	Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd	Own Website URLOwnWebsiteURLTxt	Other WebsiteOtherWebsiteInd	Other Website URLOtherWebsiteURLTxt	Paper Copy Public InspectionPaperCopyPublicInspectionInd	Rpt Available Thru Other MethodRptAvailableThruOtherMethodInd	Implementation Strategy AdoptImplementationStrategyAdoptInd	Implementation Strategy AdptImplementationStrategyAdptYr	Strategy Posted WebsiteStrategyPostedWebsiteInd	Strategy Website URLStrategyWebsiteURLTxt	Organization Incur Excise TaxOrganizationIncurExciseTaxInd	Elig Criteria ExplainedEligCriteriaExplainedInd	FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd	FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct	FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct	Insurance Status CriteriaInsuranceStatusCriteriaInd	Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd	Explained BasisExplainedBasisInd	App Financial Asst ExplnAppFinancialAsstExplnInd	Described InfoDescribedInfoInd	Described Suprt DocDescribedSuprtDocInd	Provided Hospital ContactProvidedHospitalContactInd	Includes Publicity MeasuresIncludesPublicityMeasuresInd	FAP Available On WebsiteFAPAvailableOnWebsiteInd	FAP Available On Website URLFAPAvailableOnWebsiteURLTxt	FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd	FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt	FAP Summary On WebsiteFAPSummaryOnWebsiteInd	FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt	FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd	FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd	FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd	Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd	Communtity Notified FAPCommuntityNotifiedFAPInd	FAP TranslatedFAPTranslatedInd	Other PublicityOtherPublicityInd	FAP Actions On NonpaymentFAPActionsOnNonpaymentInd	Permit No ActionsPermitNoActionsInd	Collection ActivitiesCollectionActivitiesInd	Provided Written NoticeProvidedWrittenNoticeInd	Made Effort Orally NotifyMadeEffortOrallyNotifyInd	Processed FAP ApplicationProcessedFAPApplicationInd	Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd	Look Back Medicare PrivateLookBackMedicarePrivateInd	Amounts Generally BilledAmountsGenerallyBilledInd	Gross ChargesGrossChargesInd
UMASS MEMORIAL MEDICAL CENTER INC
1	false	false	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	20	Yes (true)	false	Yes (true)	Yes (true)	Yes (X)	https://www.ummhealth.org/sites/umass-memorial-hospital/files/Documents/About/Community_benefits/202	Yes (X)	http://www.worcesterma.gov/building-a-healthy-community/cha	Yes (X)	Yes (X)	Yes (true)	18	Yes (true)	https://www.ummhealth.org/sites/umass-memorial-hospital/files/Documents/About/Community_benefits/med	false	Yes (true)	Yes (X)	200.0	600.0	Yes (X)	Yes (X)	Yes (true)	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	false
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
2	false	false	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	20	Yes (true)	false	Yes (true)	Yes (true)	Yes (X)	https://www.umassmemorialhealthcare.org/about-us/community-benefits-program/healthalliance-clinton-h	Yes (X)	https://chna9.com/	Yes (X)		Yes (true)	20	Yes (true)	https://www.ummhealth.org/healthalliance-clinton-hospital	false	Yes (true)	Yes (X)	200.0	600.0	Yes (X)	Yes (X)	Yes (true)	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	false
MARLBOROUGH HOSPITAL
3	false	false	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	19	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (X)	https://www.ummhealth.org/marlborough-hospital-community-benefits-program			Yes (X)		Yes (true)	19	Yes (true)	https://www.ummhealth.org/marlborough-hospital-community-benefits-program	false	Yes (true)	Yes (X)	200.0	600.0	Yes (X)	Yes (X)	Yes (true)	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	false

Supplemental Information SupplementalInformationGrp (17 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	Yes, the significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - UMass Memorial Medical Center. Yes, input from diverse persons who represent the community was taken into account. UMass Memorial Medical Center joined efforts with the Worcester Division of Public Health (WDPH), Fallon Health, the Hanover Insurance Group and the Coalition for a Healthy Greater Worcester which served in an advisory role in the development of its Community Health Needs Assessment (CHNA). The Director of the WDPH, UMass Memorial Vice President of Community Relations, the Director of Community Relations and the Director of Government Affairs and Public Policy, Fallon Health and the Assistant Vice President of Community Relations, Hanover Insurance Group co-chaired the leadership process to develop a CHNA and Community Health Improvement Plan (CHIP) for the greater Worcester region. During the assessment process, community members were engaged in Key Informant Interviews, Focus Groups, and CHIP Community Conversations, which allowed for community members to provide their feedback and prioritization on community health-related strengths, needs, and a vision for the future. The CHNA process gathered extensive quantitative data from federal, state, and local sources for the City of Worcester, and the outlying communities of Shrewsbury, Grafton, Millbury and West Boylston. These sessions gathered critical community input from service providers, community leaders and neighborhood residents with an emphasis on engaging at-risk populations as well as service providers representing fields including; behavioral health providers, health providers for ethnic and linguist minorities, people with disabilities, elders and public health officials. The CHNA, ensured that the Greater Worcester community was represented in all its diverse aspects: business, education, communications, transportation, health and wellness, faith-based groups, philanthropic organizations, civic and government, vulnerable populations (disabled, seniors, etc.), and other organizations and specialized areas. Completion of the CHNA included input from hundreds of individuals who participated in 45 interviews, nine focus groups and a series of CHIP Community Conversations in which a total of total, 97 people were interviewed through 35 1-on-1 and small group discussions (all of which were held virtually due to COVID). Participants included representatives of health and social service organizations, public health departments, academic institutions, community-based organizations and advocacy groups, residents as well as businesses leaders and individuals who live and work in the community. In addition, a total of 909 people completed a web-based community health survey that was administered by the Worcester Division of Public Health (WDPH). The survey was open to all individuals who live, work and play in Greater Worcester and was implemented as a way to gather information from populations that may have not been connected to other assessment activities. The CHNA Sponsors worked with WDPH staff to craft a survey that was accessible and easy to understand. It was made available in three languages (English, Spanish, Vietnamese) and distributed widely through a range of means including: * Boards of Health in the CHNA Service Area * Monthly newsletters to towns * Employee newsletters by all partner organizations * Postings on partner Facebook pages and social media platforms * E-newsletter distribution by the Coalition for a Healthy Greater Worcester to approximately 850 community members and organizations (sent three times and posted on social media) * The Worcester Together Coalition including over 150 members * Other email distribution lists and at community outreach events, such as the UMass Memorial COVID-19 Feet on the Street, COVID testing, and vaccination sites The information gathered through these efforts enabled the CHNA Facilitators to engage the community and gain a better understanding of the region's capacity, strengths, and weaknesses, as well as health status, barriers to care, service gaps and underlying determinants of health. While it was not possible for this assessment to involve all community stakeholders, it engaged a comprehensive and inclusive sample of the population; those involved showed commitment to strengthening the region's health system, particularly for people most at-risk. Secondary and primary data from multiple sources was utilized in the completion of the CHNA and special attention was given to social and economic indicators. The results of these efforts were synthesized in the CHNA report and were announced publicly to approximately 200 community stakeholders at the Coalition for a Healthy Greater Worcester's Annual Meeting held virtually on March 23, 2021. to provide a comprehensive portrait of the region and set the foundation for the Greater Worcester Community Health Improvement Plan (CHIP).
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - UMass Memorial Medical Center. UMass Memorial conducted the CHNA in collaboration with the Worcester Division of Public Health, Fallon Health and the Hanover Insurance Group. Additional engaged stakeholders included: * Ansaar of Worcester * Central West Justice Center * City of Worcester Accessibility Advisory Commission * City of Worcester Mayor's Mental Health Task Force * Clark University; Community Development and Planning * Coalition for a Healthy Greater Worcester * Community Legal Aid * Edward M. Kennedy Health Center * Family Health Center of Worcester * HOPE Coalition * Latin American Health Alliance * Legendary Legacies, Inc. * Massachusetts College of Pharmacy * Mayor's Mental Health Task Force & Worcester Together: Mental Health Committee * Muslim Community Link * Open Sky Community Services * OurStory Edutainment * Quinsigamond Community College * Reliant Medical Group * Saint Vincent Hospital * Summit Eldercare * The Southeast Asian Coalition * Town of Shrewsbury * UMASS Chan Medical School * UMass Memorial Community Healthlink * UMass Memorial Medical Center: Interpreter Services * Worcester Common Ground * Worcester Family Resource Center * Worcester Regional Chamber of Commerce * Worcester Regional Environmental Council * Worcester Regional Research Bureau * Worcester State University * Worcester Together Coalition * Worcester Together Undocumented Working Group * Worcester Together: Food Insecurity & Food Access * Worcester Together: Logistics Committee * Worcester Together: Mental Health Committee * Worcester Together: Older Adults Working Group * YouthConnect * YWCA of Central Massachusetts
Schedule H, Part V, Section B, Line 7 Facility , 1	Facility , 1 - UMass Memorial Medical Center. The CHNA was publicly announced to the community at an event attended by approximately 200 community stakeholders at the Coalition for a Healthy Greater Worcester's Annual Meeting held virtually on March 23, 2021 to provide a comprehensive portrait of the region and set the foundation for the CHIP. The CHNA was additionally publicized through various venues including communications of the Coalition for a Healthy Greater Worcester (CHNA-8), a Healthy Communities Coalition.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - . The hospital conducted its most recent Community Health Needs Assessment in 2021 and developed its Community Benefits Strategic Implementation Strategy. The prioritization process of identified community health needs was led by the Worcester Division of Public Health, Fallon Health, the Hanover Insurance Group and the hospital Vice President of Community Benefits and included input from community stakeholders. The hospital's Community Benefit Strategic Implementation Strategy aligns with the priority findings of the Community Health Needs Assessment (CHNA) and the Greater Worcester Community Health Improvement Plan (CHIP). The other needs that are not included in the CHNA/CHIP are not being addressed because they are not a part of the identified priority CHIP Domain areas and due to limited funding. Community Benefits target populations are identified through a community input and planning process including a range of focus groups, key stakeholder interviews, forums and surveys. This includes the CHNA process and the development of a Community Health Improvement Plan (CHIP) to address the Priority Areas identified in the CHNA. Priority Areas identified in the 2021 CHNA are: * Social determinants of health, including: food insecurity, housing, transportation/accessibility, cultural and linguistic barriers, socioeconomics * Mental health, including: depression, stress, trauma, social isolation, serious mental illness * Substance use, including: alcohol, tobacco, e-cigarettes, opioids and other prescription drugs, marijuana * Chronic/complex conditions and their risk factors, including: obesity, physical activity, nutrition, asthma, diabetes, cardiovascular disease, neurological conditions, cancer, disabilities * Racism, discrimination, and health equity: a cross-cutting priority that affects barriers to care, health outcomes, and health disparities in each of the other priority areas UMMMC addressed these Priority Areas through the following programs and efforts in 2021: * UMass Memorial has provided ongoing support since 2008 for the Coalition for a Healthy Greater Worcester, a healthy communities coalition, that plays a leadership role in organizing CHIP Working Groups for each of the CHNA Priority Areas and in securing significant funding for community health improvement efforts such as securing a $3.5 Million Centers for Disease Control REACH grant focused on Latino health. Social Determinants of Health: Access to Care: UMMMC operates the Ronald McDonald Care Mobile Program: A mobile clinic established in 2000 providing medical and preventive dental services in 10 low income neighborhoods and 20 inner-city elementary schools in Worcester. Patients are served regardless of insurance status and assisted in enrollment into a medical and dental home and connection to social support services. The program plays a critical role in addressing the high level of tooth decay due to a lack of fluoride in the City's water supply. Due to the COVID-19 pandemic, beginning in April 2020 and continuing through 2021, the Care Mobile pivoted to conducting COVID-19 education and outreach on safety protocols, proper masking and hand hygiene in neighborhoods of color most affected by the virus. * Oral Health Task Force: Is coordinated and supported by the UMMMC Care Mobile program to ensure that among task force providers, preventive dental services are delivered to at-risk children in public and charter schools. Collaborators include Worcester Public Schools, two community health centers, a community college, MDPH and a college of pharmacy. * CommunityHELP: An online technology platform to improve accessibility of community resource information and social determinants of health. A collaborative effort with Reliant Medical Group, the platform can be viewed in multiple languages and links patients with needed community resources. * Medical-Legal Partnership: A partnership with UMMMC's Legal Department and Community Legal Aid, Inc. that assists Medicaid-eligible, socially complex patients in addressing a wide array of social determinants of health needs. The program leverages pro-bono, private legal services with law firms to address multiple social factors. During the COVID pandemic, the MLP implemented remote services. The MLP staff attorney offered virtual clinic hours to each of the four clinics. In 2021, 190 referrals to legal services were made to pro-bono attorneys. * Health Insurance Enrollment Assistance: Is provided by our Financial Counselors to improve access to health care. About 8,500 people receive health insurance enrollment assistance each year. Mental health: * Worcester Addresses Childhood Trauma (Worcester ACTs): A unique, community-wide Community Health Worker (CHW) Resilient Home Visiting Program for children that have experienced or witnessed adverse childhood experiences (ACEs). As a means of reducing future violence, this intervention introduces a clinical response at the point of a trauma, as soon as possible after an incident involving police. The effort is a partnership among the Worcester Police Department (WPD), YWCA, Community Healthlink (a UMMMC mental health provider), UMass Chan Medical School Child Trauma Center, UMMHC Child Protection Program, WDPH, and Clark University. Substance use: * Healthy Options for Prevention and Education (H.O.P.E.) Coalition Peer Leaders: A youth/adult partnership started in 2002 that addresses public health concerns affecting at-risk youth, including tobacco and alcohol use, violence and access to mental health. H.O.P.E. Peer Leaders co-chair the Youth Substance Abuse Prevention Task Force with the WDPH. * UMMMC provides medical services at the Hector Reyes House: A residential substance abuse treatment program for Latino men providing on-site medical care, cognitive behavioral therapy and job training to reduce relapse. Serves 80 men annually including returning clients receiving ongoing care. Chronic/complex conditions and their risk factors: * UMMMC established and co-chairs a city-wide Pediatric Asthma Home Visiting Intervention to reduce school absenteeism, hospitalizations, and ED use among high-risk asthmatic children in Worcester where rates of pediatric asthma-related ED visits are double that of the state. The partnership includes all Worcester Public Schools (WPS)/Head Start Programs, two community health centers and the City's Healthy Homes Office. This community/clinical linkage model utilizes trained, Community Health Workers (CHW) to address asthma triggers in the home. CHWs provide education to address medication adherence. Referrals are made to community resources and Community Legal Aid (CLA) to resolve home triggers that require landlord remediation actions. Due to the COVID-19 pandemic, beginning in March of 2020 and continuing in 2021, the program discontinued in-person home visits and adapted by conducting home visits via Zoom and Facetime. Access to Healthy Food/Hunger/Food Insecurity: UMass Memorial provides funding to key community stakeholders addressing food insecurity and access to healthy foods. These include: * The Worcester Regional Environmental Council's urban agricultural program that provides youth jobs, leadership development and produce for a Veggie Mobile that addresses food insecurity across the City. * UMMMC Community Benefits staff also serve as a member of the Worcester Food Policy Council (WFPC) Steering Committee that convenes the CHIP Access to Healthy Foods Work Group to promote healthy weight/healthy eating and improve nutrition in distressed, food insecure neighborhoods through policy. To improve access to healthy food for underserved, food desert areas the Council works on a range of issues including healthy food retail, SNAP/Healthy Incentives Program (HIP), minimum wage, and expanding urban agriculture opportunities. * UMMMC Community Benefits staff is also part of the Food is Medicine Massachusetts (FIMMA) State Planning effort being led by the Harvard University Center for Health Law and Policy Innovation and Community Servings that developed a strategic plan to find ways to increase access to medically-tailored foods and improve the availability of prepared nutritious food for economically-disadvantaged patients being discharged from a hospital. In 2021, Community Benefits staff continued to serve on the FIMMA Steering, Provider Education, Older Adult and other FIMMA Committees.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - UMass Memorial Medical Center. Financial Assistance - UMassMemorial Medical Center employs a staff of Financial Counselors, Certified Application Counselors, Customer Service Representatives and Guarantor Collectors who are available by phone or by appointment to support patients in applying for financial assistance and resolving their medical bills. Financial Counselors, Certified Application Counselors, Customer Service Representatives and Guarantor Collectors provide potentially eligible patients with the appropriate methods of applying for health care coverage as listed on the Massachusetts ConnectorCare website
Schedule H, Part V, Section B, Line 3E	Yes, the significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - UMass Memorial - HealthAlliance-Clinton Hospital. UMass Memorial HealthAlliance-Clinton Hospital contracted Montachusett Regional Planning Commission (MRPC) to conduct a comprehensive Community Health Needs Assessment (CHNA) that gathered, analyzed, and documented qualitative and quantitative data. The hospital's 2021 CHNA was developed through a collaborative process involving Heywood Health Care, both administrative, and clinical staff at both entities, working with a diverse CHNA Advisory Group made up of health and social service providers, local public health officials, community health advocates, and other community leaders. The Advisory Committee's input and involvement was central to the CHNA, and strategic plan development process informed and based on the Hospital's Community Benefits Strategic Implementation Plan and the North Region Health Equity Partnership Coalition's (formerly CHNA9) Community Health Improvement plan. Staff at MRPC and both Directors from each hospital held 18 focus groups with public/private sector leaders and community members across various HealthAlliance-Clinton communities. All focus groups were conducted virtually via Zoom to ensure safety of participants during the pandemic. An MRPC staff member typically facilitated questioning and conversation for the session. This activity allows for the collection of more targeted and nuanced information from segments of the population who are deemed most at-risk and the key service providers who serve these populations and are critical to community health improvement. Focus groups (1) augment findings from secondary data and key informant interviews and (2) allow for exploration of strategic and programmatic options to address identified health issues, service gaps, and/or barriers to care. One thousand- three hundred surveys were also distributed in the hospital's catchment area. The surveys allowed to capture information directly from community residents and, to some extent, representatives from local service providers or community organizations. Input is captured from residents on (1) community health needs and priorities, (2) service system gaps, (3) barriers to care across a wide array of health-related service and community resource domains (e.g., health, housing, transportation, safety, food access). The surveys are critical to fulfilling a comprehensive community engagement plan and will support the development of a sound and objective health needs assessment that will be used to develop programs that reduce disparities and improve health status.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - UMass Memorial - HealthAlliance-Clinton Hospital. The Community Health Needs Assessment was conducted with input from our community partners including: The North Region Health Equity Partnership Coalition (formerly CHNA9), Community Health Connections, Heywood Healthcare (Athol Hospital, Heywood Hospital), The Joint Coalition on Health, North Region Homelessness Task Force, and the Montachusett Public Health Network.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - UMass Memorial - HealthAlliance-Clinton Hospital. The hospital conducted its most recent Community Health Needs Assessment (CHNA) in 2021 and developed its Community Benefits Strategic Implementation Strategy. The CHNA included a prioritization process that identified the most pressing needs that offer opportunities to partner and leverage resources. The prioritization process was led by the Steering Committee with the support of the Hospital's staff, CHNA Advisory Committee, PFAC, and other stakeholders and included input from over 200 community stakeholders. The needs identified in the CHNA are 1) Health Care Access and Quality, 2) Social and Community Context, 3) Housing, Neighborhood, and Built Environment, 4) Economic Stability and 5) Healthy Food and Nutrition, 6) Behavioral Health and Substance Use, 7) Chronic Disease. The hospital's Community Benefit Strategic Implementation Strategy aligns with the priority findings of the Community Health Needs Assessment (CHNA) and the Community Health Improvement Plan (CHIP). The other needs that are not included in the CHNA/CHIP are not being addressed due to limited resources. The following are Community Activities / Strategies, and Determination of Need (DoN) funded projects that address the identified health priorities needs were implemented during FY 2021: 1) Health Care Access and Quality: * Anchor Mission: UMass Memorial HealthAlliance-Clinton Hospital works in collaboration with the system's Anchor Mission focusing on four pillars: Local Procurement, Workforce Development, Investment and Volunteerism as a means of improving the economic status, health, and well-being of vulnerable, low-income populations in targeted areas. For example, a diverse Hiring Committee works with community-based, workforce organizations serving vulnerable populations. The Hospital's Community Health Director and Sr. Director of External Affairs serves on several UMass Memorial Anchor Mission Task Forces that are working with different community groups on workforce development neighborhood revitalization/housing, poverty, and employee engagement. * Hospital Financial Councilor program: Councilors enroll and educate community members about existing health insurance plans, enrolling over 2,000 community members fiscal year 2021. * North Region Health Equity Partnership Coalition's (formerly CHNA9): As part of this statewide effort, the hospital partners with Health Equity Partnership to develop implement and integrate community projects to effectively utilize community resources to create healthier communities through a health equity framework. The hospital's Community Health Director works in collaboration with Health Equity Partnership as an active steering committee member, help facilitate the north regional Community Health Improvement Plan (CHIP) process, convene community stakeholders to implement the CHIP, and review grant proposals submitted by not-for-profit community-based organizations that address the priority areas. * HealthAlliance- Clinton Committee on Equal Opportunity and DEI is an active committee of only diverse community members, stakeholders, and hospital personnel who meet monthly to develop ideas and implement strategies on how to combat institutional racism, identify issues that affect disadvantaged, underserved populations in our communities, offering solutions to improve social determinants of health and health care experience at HealthAlliance-Clinton Hospital. Representative of the DEI committee, help to assist in developing recommendations to hospital's senior leadership to: o Increase awareness of health and racial inequities and impacts of social determinants o Reduce barriers to health care services and disparities in health outcomes o Promote cultural sensitivity at the Hospital, the community, and among other clinical and non-clinical partners. 2) Social and Community Context * Community HELP virtual platform: Hospital partners with community base organizations to increase referral outcomes as a result of SDOH screening tools in inpatient/outpatient setting utilizing medical electronic record, CommunityHelp (an on-line resource inventory linking people to community resources) and warm handoffs to community partners. 3) Housing, Neighborhood, and Built Environment * The hospital partners with YWCA (Daybreak) displaying "Empty Place" display at each hospital campus: an art exhibition which features dinner place settings representing real victims of domestic violence missing from their family's lives, educational materials and a public comment/feedback box. * North Region Homelessness Task Force: Hospital Community Benefits staff engaged in cross-sector collaboration and advocacy efforts with the MA North Regional Housing network aiming to reduce homelessness and increase housing affordability 4) Economic Stability * Scholarship for College Education on Health field: UMass Memorial HealthAlliance-Clinton Hospital provides four scholarships to high school graduating seniors living in the service area who are pursuing a college education in a health-related field. * The Financial Empowerment Center Advisory Council: HealthAlliance-Clinton Sr. Director of External Affairs is a member of the Financial Empowerment Center Advisory Council. The committee, comprised of representatives from the financial services industry, non-profit organizations, municipalities, and local employers, advise through equitable lens on: o Identifying and leveraging financial products for prioritized populations, areas for potential growth (new services, partnerships etc.), resource development, performance management and evaluation. * DoN funds supported the Health Equity Partnership (CHNA9) to convene 6 local institutions, including Community Health Connections, Fitchburg State University, Gardner Public Schools, Heywood Healthcare, and LUK to form the North Central Massachusetts Anchor Collaborative. Anchor institutions are large place-based nonprofits that play a vital role investing in their local communities and economies. The goal of this effort is to develop a cohesive collaborative of local anchor organizations that can systematically have direct impacts on growing and sustaining local economic and social wealth as well as healthy communities. 5) Healthy Food and Nutrition * DoN funds supported Growing Places and WHEAT Community Connections to deliver a holistic Mobile Fresh Food Pantry model that includes outreach, education, case management, policy/ system change, and equitable healthy food access to move individuals up the food security and health continuum. Based on community need and systems underway, efforts focus in Bolton, Clinton, Fitchburg, Leominster, and Lancaster communities. * Hospital staff works with CHNA 9's Healthy Eating and Active Living Workgroup to expand access to healthy foods and recreational opportunities in partnership with area food banks, farmers markets, community garden organizations, recreational facilities, and other community organizations 6) Behavioral Health and Substance Use * Opioid Task Force: HealthAlliance-Clinton Hospital formed an Opioid Task Force in response to the growing problem of opioids/substance use in the North Central MA region (Leominster, Fitchburg, Clinton, and surrounding towns). The Task Force aims to bring together healthcare providers, community leaders, patient advocates and community stakeholders to tackle the problem of substance and prescription drug abuse in the area by reducing opioid and addiction, preventing overdose deaths, and improving the well-being of our community. * DoN funds supported Aids Project Worcester Transportation to Recovery program: to address the number-one barrier for people from North County who are living with a substance use disorder and who want to enter detox: transportation and the inability to get to a detox or treatment facility. Providing transportation to clients to detox/treatment -20 per month total. funds supported Restoration Recovery Center Inc. providing 76 individuals with recovery assistance and transportation to access health care and other human services. DoN funds supported GAAMHA Family Recovery Coaching program providing 60 individuals in a community setting as well as individual services for families who are in need of support due to a loved one's substance use disorder.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - UMass Memorial HealthAlliance-Clinton Hospital, Inc.. UMass Memorial HealthAlliance-Clinton Hospital, Inc. The hospital employs a staff of Financial Counselors, Certified Application Counselors, Customer Service Representatives and Guarantor Collectors who are available by phone or by appointment to support patients in applying for financial assistance and resolving their medical bills. Financial Counselors, Certified Application Counselors, Customer Service Representatives and Guarantor Collectors provide potentially eligible patients with the appropriate methods of applying for health care coverage as listed on the Massachusetts ConnectorCare website.
Schedule H, Part V, Section B, Line 3E	Yes, the significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - Marlborough Hospital. To understand public perceptions around a range of health issues in the MetroWest region, a community health survey was developed and administered online and via paper surveys to residents throughout the 22 communities. The survey explored key health concerns of community residents, access to services, and their primary priorities for services and programming. The MetroWest community partners disseminated the survey link via their networks as well as through local media. The survey was available in English, Spanish, and Portuguese and was advertised through language-specific channels as well. A total of 799 respondents were included in the final sample. The majority (78.4%) of survey respondents were female and over half (55.5%) were age 50 years or older. One quarter (25.2%) of respondents self-identified as a minority race/ethnicity, including 13.1% who identified as Hispanic or Latino.
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - Marlborough Hospital. The CHNA was completed in conjunction with the MetroWest Medical Center.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - Marlborough Hospital. The CHNA was completed in conjunction with MetroWest Health Foundation, MetroWest Medical Center, Hudson Health Department, and Framingham Health Department and CHNA7
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - Marlborough Hospital. UMass Memorial - Marlborough Hospital, FY2021 Community Benefits target populations are identified through a community input and planning process including a range of focus groups, key stakeholder interviews, forums and surveys. This includes the Community Health Needs Assessment (CHA) process and the development of a Community Health Improvement Plan (CHIP) to address the Priority Areas identified in the CHA. The most recent CHA was conducted in 2019 and Priority Areas identified in the 2019 CHA are: Increase Awareness of Substance Use Disorder, Mental health, Promote Healthy Aging, Increase Access to Health Care, Promote Health and Wellness, specifically obesity. Due to the Covid pandemic, many of the initiatives to address these issues were paused, excluding Increase Access to Health Care. Marlborough Hospital addressed this priority through the following programs and efforts: Access to Care * Assisted residents of the community in enrolling in Mass Health or other health insurance programs. Assistance is offered in English, Spanish and Portuguese. * Improved access to care by providing medical services to elders. Enrolled 2737 people into the appropriate health plans. * Established Vaccination Clinics in partnership with the City of Marlborough, the Town of Hudson, the Marlborough Public Schools, the Hudson Public Schools and the Edward M. Kennedy Community Health Centers and UMass Memorial Health. The goal of the clinic was to provide vaccine to the most vulnerable members of the community, including children, seniors, undocumented individuals, individuals with limited English proficiency at a location that was closer to where they live and offered at more convenient times. * Provided free Covid tests to residents of the community in partnership the Massachusetts Department of Public Health, the City of Marlborough, the Town of Hudson. Covid tests were available both at the hospital and at a convenient location and was available to all residents. Health insurance and documentation was not necessary in order to have an RT-PCR Covid test. Phone calls were made and results were provided in English, Spanish and Portuguese. Anchor Mission: UMass Memorial's Anchor Mission focuses on four pillars: Local Procurement, Workforce Development and Investment as a means of improving the economic status, health and well-being of vulnerable, low-income populations in targeted areas. For example, a diverse Hiring Committee works with community-based, workforce organizations serving vulnerable populations. We have several Anchor Mission Task Forces that are working with different community groups on workforce development neighborhood revitalization/housing, poverty and employee engagement. The hospital responds to priority health needs in many ways, and in times that are critical for patients in crisis. In addition to charity care, indigent care, a significant number of programs and services offered address the priority needs identified in the Community Health Needs Assessment (CHNA) and in accordance with the hospital's Community Benefits Strategic Implementation Plan. Our hospital does not have the available resources to develop initiatives to meet every health need identified, which makes collaboration with community organizations and stakeholders critical.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - Marlborough Hospital. Financial Assistance - Marlborough Hospital employs Financial Counselors who are available by phone or by appointment to support patients in applying for financial assistance and for help resolving their medical bills. Financial Counselors provide potentially eligible patients with the appropriate methods of applying for health care coverage as listed on the Massachusetts ConnectorCare website.

Field	Value	IRS element (for citing)
Facility	4	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
UMASS MEMORIAL MED CENTER (LAB SVCS)
BIOTECH ONE 365 PLANTATION STREET	WORCESTER	MA	01605	SATELLITE - LAB SERVICES
UMASS MEMORIAL MED CENTER (PATHOLOGY)
BIOTECH THREE ONE INNOVATION DRIVE	WORCESTER	MA	01605	SATELLITE - PATHOLOGY
UMASS MEMORIAL MED CENTER AMBULANCE
23 WELLS STREET	WORCESTER	MA	01604	SATELLITE - AMBULATORY SERVICES
UMASS MEMORIAL MED CENTER
100 PROVIDENCE STREET	WORCESTER	MA	01604	SATELLITE - AMBULATORY SERVICES

Supplemental Information Detail SupplementalInformationDetail (27 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I RESEARCH EXPENSES	THE AMOUNT OF RESEARCH EXPENSES FOR FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS BEING REPORTED BY UMASS MEMORIAL HEALTH CARE IS LOW SINCE THESE COSTS ARE SUPPORTED BY UMASS CHAN MEDICAL SCHOOL - UNIVERSITY OF MASSACHUSETTS . THE MEDICAL SCHOOL IS CLOSELY ASSOCIATED WITH UMASS MEMORIAL HEALTH CARE AND PROVIDES A SIGNIFICANT NUMBER OF COMMUNITY BASED PROGRAMS.
Schedule H, Part VI, Line 7 SCH H, PART VI, LINE 7	ALL THREE HOSPITALS FILE INDIVIDUAL COMMUNITY BENEFIT REPORTS WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE.
Schedule H, Part III, Line 8 Schedule H, Part III, Line 8	UMASS BELIEVES THERE ARE SEVERAL REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT. FIRST, NON-NEGOTIABLE MEDICARE RATES ARE SOMETIMES OUT-OF-LINE WITH THE TRUE COSTS OF TREATING MEDICARE PATIENTS. SECOND, BY CONTINUING TO TREAT PATIENTS ELIGIBLE FOR MEDICARE, HOSPITALS ALLEVIATE THE FEDERAL GOVERNMENT'S BURDEN FOR DIRECTLY PROVIDING MEDICAL SERVICES. THIRD, IRS REVENUE RULING 69-545 STATES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENT HEALTH BENEFITS, INCLUDING MEDICARE, THEN THIS IS AN INDICATION THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY.
Schedule H, Part I, Line 7 Bad Debt Expense	Bad Debt Expense has been excluded from Financial Assistance.
Schedule H, Part V, Section B, Line 11 cont. 1: UMass Memorial HealthAlliance-Clinton hospital	7) Chronic/Complex Conditions and Risk Factors * WHEAT Community Cafe: Hospital supports over 700 community members access a warm nutritional meal through a feeding program at the WHEAT Community Cafe for populations living in poverty. * DoN funds supported several community base organizations, serving over 1,000 community members (Salvation Army, Wheat Community Connections, Perkins, Virginia Thurston Healing Garden, Clinton Adult Learning Center, Revive of the USA, At Home and Afar, North Central Mass Faith Based Coalition, Clear Path for Veterans, Restoration Recovery Center, New Vue Communities, Fitchburg Loves the Children, JUMP (Just Understand my Potential), Montachusett Recovery Foundation) These organization's projects/programs increased access to SDoH efforts such as transportation, healthy foods, physical activity, education, injury prevention for youth, mental health initiatives, COVID-19 food insecurity efforts, and social interactions with aging/isolated populations. * DoN funds supported the Spanish American Center to support a Promotores de Salud (Community Health worker)model to help improve the delivery of healthcare to underserved Latinos by using trained community-based peers and trusted neighbors (Promotores) to bridge the gap between Latinos and healthcare providers.
Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - UMASS MEMORIAL MEDICAL CENTER, INC	The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for UMASS MEMORIAL MEDICAL CENTER, INC: https://www.ummhealth.org/umass-memorial-medical-center/patients-visitors/patient-resources/financial-assistance-and-credit-and-collection-policy
Schedule H, Part V, Section B, Line 16a Line 16c - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL	The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC: https://www.ummhealth.org/healthalliance-clinton-hospital/patients-visitors/patient-resources/financial-assistance-and-credit-and-collection-policy
Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - MARLBOROUGH HOSPITAL	The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for MARLBOROUGH HOSPITAL: https://www.ummhealth.org/marlborough-hospital/patients-visitors/patient-resources/financial-assistance-and-credit-and-collection-policy
Schedule H, Part V, Section B, Line 11 cont. 1: UMass Memorial Medical Center	* UMMMC's Maternal-Fetal Medicine and Community Relations departments partner with the Worcester Division of Public Health in a Community Health Worker (CHW) intervention in Maternal-Fetal Medicine to address at-risk pregnancies among Latino women and vulnerable populations. The funding for this intervention was provided by the Centers for Disease Control and Prevention (CDC) REACH Grant, to support a CHW to address breastfeeding and linkages to community supports for social determinants of health and nutrition among at-risk pregnant and lactating women. Due to the COVID-19 pandemic, beginning in March of 2020 and continuing in 2021, the program discontinued in-person home visits and adapted by conducting home visits via Zoom and Facetime. Anchor Mission: UMass Memorial Health Care system-wide Anchor Mission was formally adopted in 2018 and continued with a strong focus in 2021 to leverage the assets of the organization to address social determinants of health. UMass Memorial's Anchor Mission focuses on four pillars: Local Procurement, Workforce Development, Investment and Employee Volunteerism as a means of improving the economic status, health and well-being of vulnerable, low-income populations in targeted areas. For example, a diverse Hiring Committee works with community-based, workforce organizations serving vulnerable populations. These include unemployed adults and youth, English as a Second Language (ESL) learners, teen mothers, those seeking General Education Development (GED) and newly arrived immigrants/refugees to identify barriers to viable employment and growth opportunities to formalize a hiring pipeline. In FY2021, the Anchor Mission hiring effort included adding new hires in supporting roles at the UMass Memorial COVID community testing and vaccination sites. The Anchor Mission Procurement Committee is working on local purchasing processes and identifying local vendor contract opportunities and the Investment Committee has allocated $4.0 Million in hospital investment funds to address community issues such as housing needs for chronically-homeless through a collaborative with bankers, philanthropic organizations and City Government/Housing Authority. Community Benefits staff are highly engaged in each of the four Anchor Mission pillar areas as well as a targeted effort identifying and establishing an Anchor District in the City of Worcester in one of the city's most economically-distressed areas with high Social Vulnerability Index (SVI), a census tract level composite measure, used for determining communities that will likely be in need of support before, during, and after emergency events. SVI calculations are based on measures associated with socioeconomic status, household composition, minority and language status, housing, and transportation. An Anchor Mission Food is Medicine effort has also been implemented to provide connectivity to healthy foods to patients identified as being food insecure in the Cancer Center initially with plans to broaden to other Medical Center and system level efforts in the future. In FY2021, the Anchor Mission Food is Medicine effort launched a voucher program providing free purchases of fresh produce for patients identified in the Cancer Center as being food insecure in partnership with community-based food prescription program, Fresh Connect. Racism/Discrimination/ Health Equity * COVID Health Equity Task Force: UMass Memorial Health established the Health Equity Task Force to support partnerships that address community-based health equity; incorporate and apply critical knowledge and learning gained through the multi-pronged community-COVID outreach and response into addressing not just COVID, but health equity and community health improvement programming and intervention development through targeted efforts. Community Benefits staff serve as a member of the Worcester COVID Health Equity Task Force co-chaired by UMass Memorial SVP/Chief of Staff and the Commissioner for the City of Worcester Division of Health and Human Services. * COVID-19: In response to the onset of the COVID-19 pandemic, UMass Memorial developed and implemented a multi-pronged, community-based approach to combat COVID-19 within neighborhoods targeting populations most at-risk. Beginning with the COVID-19 "Feet on the Street" outreach, the hospital's Care Mobile staff were swiftly redeployed to provide education and demonstration on handwashing, proper mask use, answers to COVID-19 questions in Spanish and English and written materials provided in six languages. The intervention distributed face masks, sanitizer and information on critical resources including food, housing and evictions, access to flu shots, voter registration and U.S. Census. * In August 2020, UMass Memorial was asked to lead the Massachusetts' 'Stop the Spread' COVID-19 testing in Worcester's in high positivity areas. The hospital developed and implemented a COVID-19 testing operation able to; function effectively out- or indoors as weather changed, rotate events into various hot-spot neighborhoods of color and vulnerability based on data, provide same-day set up and break down and function with minimal or no WiFi or access to power, successfully manage unpredictable volumes while meeting the language needs of Worcester's diverse populations. Strategies included utilizing neighborhood hot-spot/positivity data, PDSAs focused on efficiency, and a robust partnership effort with multiple community organizations including public health. In November 2020, the program moved indoors into a central location with easy access to minimize transportation barriers. Most importantly, our COVID-19 neighborhood-based intervention was led by our Health Equity initiative, which has community stakeholders and our partner the Worcester Division of Health and human Services analyzing the data and providing input on direction.
Schedule H, Part VI, Line 4 Marlborough Hospital	The City of Marlborough, with a population of 39,825 (July 2018) grew 3.4% from 2010. Marlborough's population is predominately White (80%) followed by Hispanic or Latino (10%), other race is 7%, Asian 5%, Black or African American 2% and 3% identify themselves as 2 or more races. Hudson has a population of 14,603 with 90% who identify themselves as White, 4% Hispanic or Latino, 2% other, 2% Asian, 1% Black or African American and 2% indicate two or more races. Quantitative data from U.S Department of Commerce, Bureau of the Census, American Community Survey 5 year estimates, 2010-2014 illustrates that just over threefourths of the Massachusetts population is White (76.9%) which was largely consistent with Marlborough (80%). Both at the state level and in Marlborough, the Hispanic population was the next largest racial/ethnic group. Hudson's population followed a similar pattern, the proportion of its population that identified as white was even larger (90%) followed by Hispanic and Latino. English, Portuguese and Spanish are the predominant language for the communities the hospital serves.
Schedule H, Part I, Line 7g Subsidized Health Services	NOT APPLICABLE
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	THE COST TO CHARGE RATIO IS THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED IN EACH LINE IN PART 1, LINE 7
Schedule H, Part II Community Building Activities	UMass Memorial Medical Center recognizes Community Building activities as being a part of the "social determinants of health" that impact the health of the community. We invest in youth workforce development for at-risk youth. Programs are based on our Community Benefits Mission which was recommended by a Community Benefits Advisory Committee and draws inspiration from the World Health Organization's broad definition of health, as a "as state of complete, physical, mental and social well-being and not merely the absence of disease." By adopting this definition, UMass Memorial Medical Center has expanded its strategy to include the social and economic obstacles that prevent people from achieving optimal health. All of our Community Building activities are the result of an identified need and engage the community. They include collaborative efforts, advocacy activities and partnerships that engage a broad array of community stakeholders in addressing these unmet social determinants of health. Community Building activity examples include: funding and promoting workforce and health career development opportunities for inner-city youth. The hospital additionally provides community support through efforts including participation in the United Way activities and others. Additional activities included environmental improvements with a donation for the planting of trees at the Worcester Historical Society.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	On October 1, 2018 , the System adopted ASU 2014-09 Revenue from Contracts with Customers and all subsequent amendments to the ASU (collectively, "ASC 606") which outlines a five-step framework that supersedes the principles for recognizing revenue (previously "ASC 605") and eliminated industry-specific guidance. This framework ensures that entities appropriately reflect the consideration to which they expect to be entitled in exchange for goods and services by allocating transaction price to identified performance obligations and recognizing revenue as performance obligations are satisfied. Qualitative and quantitative disclosures are required to enable users of the financial statements to understand the nature, amount, timing and uncertainty of revenue and cash flows arising from contracts with customers. The System adopted ASC 606 using a modified retrospective approach. The presentation and disclosure of revenue primarily related to uninsured or underinsured patients changed because of the adoption of ASC 606. Under the provisions of ASC 606, the estimated uncollectible amounts due from self-pay patients, as well as co-pays and co-insurance obligations of patients with insurance, generally considered implicit price concessions, are required to be reflected as a direct reduction to patient service revenue as opposed to the previous reporting as a provision for doubtful accounts. As a result, for the year ended September 30, 2021, the System recorded approximately $41,336,000 of implicit price concessions as a direct reduction of patient service revenue that would have previously been recorded as provision for doubtful accounts and $32,229,000 as a direct reduction of accounts receivable.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	Based on historical experience, a significant portion of the System's uninsured patients will likely be unable or unwilling to pay for the services provided and are considered an implicit price concession. Estimates of implicit price concessions are determined based on historical collection experience with these classes of patients using a portfolio approach as a practical expedient to account for patient contracts as collective groups rather than individually. The financial statement effects of using this practical expedient are not materially different from an individual contract approach. Changes in the economy, unemployment rates, the number of uninsured and underinsured patients, the volume of patients through emergency departments, the increased burden of co-pays, co-insurance amounts and deductibles to be made by patients with insurance, and business practices related to collection efforts are some of the factors that can impact collection trends and the estimation process. Although our financial assistance policies and procedures make every effort to identify those patients who are eligible for financial assistance before the billing process begins, often it is not possible to make an appropriate determination until after the billing and collection collection cycle has commenced. The rationale for including implicit price concession amounts amounts in community benefits would be to account for those patients who were classified as an implicit price concession, but would have qualified for financial assistance if sufficient information had been available to make a determination of their eligibility.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	For patient accounts receivable after adoption of ASU 2014-09 on October 1, 2018, the estimated uncollectible amounts are generally considered implicit price concessions that are a direct reduction to patient accounts receivable rather than allowance for doubtful accounts.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	THE MEDICARE COSTS ARE OBTAINED FROM THE COST REPORT FOR INPATIENT PSYCHIATRIC CAPITAL AND OUTPATIENT SERVICES. IN ADDITION, FEE BASED SERVICES, SUCH AS LABS, PT, OT, ETC, ARE DETERMINED THROUGH PS&R CHARGES TIMES OUTPATIENT COST TO CHARGE RATIO.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	A. Exemption From Self-Pay Billing and Collection Action- UMMHC will not initiate Self-Pay billing and collection activity in the following instances: 1. Upon sufficient proof that a patient is a recipient of Emergency Aid to the Elderly, Disabled and Children (EAEDC), or enrolled in MassHealth, Health Safety Net, the Children's Medical Security Plan whose family income is equal or less than 300% of the FPL or Low Income Patient designation with the exception of Dental-Only Low Income patients as determined by the office of Medicaid with the exception of co-pays and deductibles required under the Program of Assistance. 2. The hospital has placed the account in legal or administrative hold status and/or specific payment arrangements have been made with the patient or guarantor. 3. Medical Hardship bills that exceed the medical hardship contribution. 4. Medical Hardship contributions that remains outstanding during a patient's MassHealth or Low Income Patient eligibility period. 5. Unless UMMHC has checked the EVS system to determine if the patient has filed an application for MassHealth. 6. For Partial Health Safety Net eligible patients, with the exception of any deductibles required. 7. UMMHC may bill for Health Safety Net eligible and Medical Hardship patients for non-medically necessary services provided at the request of the patient and for which the patient has agreed by written consent. 8. UMMHC may bill a Low Income Patient at their request in order to allow the patient to meet the required CommonHealth One-Time Deductible
Schedule H, Part V, Section B, Line 16a FAP website	- UMASS MEMORIAL MEDICAL CENTER, INC: Line 16a URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16a URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16a URL: See Part VI;
Schedule H, Part V, Section B, Line 16b FAP Application website	- UMASS MEMORIAL MEDICAL CENTER, INC: Line 16b URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16b URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16b URL: See Part VI;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- UMASS MEMORIAL MEDICAL CENTER, INC: Line 16c URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16c URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16c URL: See Part VI;
Schedule H, Part VI, Line 2 Needs assessment	UMass Memorial Medical Center: In addition to conducting the Community Health Needs Assessment (CHNA), UMass Memorial Medical Center assesses the health care needs of the community it serves by working closely with the Worcester Division of Public Health on an on-going basis. Community Benefits staff hold leadership roles and/or participate in multiple coalitions and efforts focused on addressing priority areas identified in the CHNA and aligned with strategies of the Community Health Improvement Plan (CHIP). In 2021, the Vice President of Community Relations continued to serve as members of the Steering Committee of the Coalition for a Healthy Greater Worcester, a healthy communities coalition that coordinates and provides accountability for CHIP Priority Area Working Groups, participates in the CHIP Access to Care group, the CHIP Data Committee and a subcommittee for oversight of UMass Memorial Medical Center Determination of Needs (DoN) funds distribution. UMass Memorial Medical Center completed its CHNA by assembling a diverse group of community stakeholders that include, but are not limited to, members of health and human service organizations, philanthropy, communities of color, neighborhood residents and the Worcester Division of Public Health as part of the group that assisted and guided the assessment process. The hospital's Community Benefits Strategic Implementation Plan is aligned with the CHIP. The other needs that are not included in the CHNA/CHIP are not being addressed because they are not a part of the nine, identified priority CHIP Domain areas and due to limited funding. The following strategies were conducted to complete the assessment: * Conducted key informant interviews and focus groups with community-based organizations and residents * Conducted outreach efforts to medically-underserved populations and convene meetings with neighborhood/community groups * Reviewed primary and secondary data * Conducted an online community survey * Organized community forums held virtually due to COVID to share findings and release of final report * Organized task forces for further action to identify priority areas The following sources inform and enhance our efforts to identify priorities and unmet needs: * U.S. Census 2020 * U.S. Census American Fact Finder * Massachusetts Department of Education Reports including local enrollment and language data * Massachusetts Department of Employment and Training * Hospital utilization data * Massachusetts Department of Public Health * Data from various City of Worcester departments including, but not limited to, the local Division of Public Health, Neighborhood Services and Police. * Information collected from health care providers, community groups/underserved populations and individuals and organizations who have expertise on community health issues. UMass Memorial HealthAlliance-Clinton Hospital Inc. : In addition to the CHNA, UMass Memorial HealthAlliance-Clinton Hospital Management Team plays an active role in the Community Benefit Program by sharing information regarding needed programs, services, and support. Members of the Community Benefits Team and the Management Team also participate in various community agency boards, coalitions, committees, community events, and health fairs. These groups and events play a significant role in defining needs, generating program ideas, and creating services, programs, and support groups. Community Benefits activities and goals are also shared with the Board of Trustees for their feedback. UMass Memorial HealthAlliance-Clinton Hospital works closely with the Health Equity Partnership which is comprised of representatives from a diverse group of agencies, providers, schools, community organizations and community members. The hospital also works with Health Equity Partnership members: A.E.D. Foundation, Inc. Arc of Opportunity Central Mass Agency on Aging, Clinton Adult Learning Center, Community Health Connections, Community Health link, Fitchburg Board of Health, Fitchburg Department of Community Development, Fitchburg Police Department, Fitchburg Public Schools, Fitchburg State University, GAAMHA Inc., Gardner Community Action Team, Gardner Public Schools, Gardner Visiting Nurses Association, Growing Places Inc., Health Care for All Health Disparities Collaborative, Health Foundation of Central Mass, Heywood Healthcare, Joint Coalition on Health, Leominster Public Schools, LUK, Inc., MA Department of Corrections, MA Department of Public Health, Massachusetts Public Health Association, Montachusett Community Branch YMCA, Montachusett Home Care, Montachusett Opportunity Council, Montachusett Veterans Outreach Center Inc., Montachusett Public Health Network, Mount Wachusett Community College, NAMI of North Central Mass, Nashoba Regional School District, Nashoba Valley Medical Center, North Central Mass Coalition for Healthy Relationships, North Central Mass Minority Coalition, North Central WIC, The SHINE Initiative, South Bay Mental Health, Spanish American Center, Suicide Prevention Task Force, Sunrise Senior Living, Three Pyramids, Training Resources of America, Transportation for Massachusetts, UMass Chan Medical School Center for Tobacco Treatment, Human Rights Commission, United Neighbors of Fitchburg, United Way of Tri-County/Wheat Community Connections, Winchendon Board of Health, Winchendon Public Schools, Worcester County Food Bank/Feeding America, You Inc., and YWCA of North Central. Marlborough Hospital: The CHNA is comprised of qualitative and quantitative data collected through a community engagement process. In addition, the Community Benefits Advisory Council, comprised of members of different agencies and businesses in the area, helps to identify programs in support of the community priorities. and assesses the health care needs of the community it serves by working closely with community partners. CBAC members include representatives from the Hudson and Marlborough Public Schools and the Boards of Health, agencies that focus on addiction and recovery services, the Council on Aging, the Marlborough Community Development Corporation, Wellness Council members and residents of the community. The CBAC helps to identify programs in support of the community priorities, provides feedback on an on-going basis and focuses on addressing priority areas identified in the CHNA and aligned with strategies of the Community Health Improvement Plan.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	UMass Memorial Medical Center: UMass Memorial Medical Center employs 24 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary. UMass Memorial HealthAlliance-Clinton Hospital Inc. UMass Memorial HealthAlliance Clinton Hospital Inc. employs 3 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary. Marlborough Hospital: Marlborough Hospital employs 3 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary.
Schedule H, Part VI, Line 4 Community information	UMass Memorial Medical Center: Geographical Reach: The 2021 Community Health Assessment (CHNA) and Greater Worcester Community Health Improvement Plan (CHIP) focuses on the City of Worcester and the outlying communities of Grafton, Millbury, Shrewsbury, and West Boylston, a sub-section of its primary service area. This specific geographic area is the focus for the City of Worcester Division of Public Health regionalization initiative and overlaps with the service area of many other local organizations. Focusing UMass Memorial's CHNA on this geographic area facilitates the alignment of the hospital's efforts with community and governmental partners, specifically the city health department, the area Federally Qualified Health Centers, and community-based organizations. This focus also facilitates collaboration with the Coalition for a Healthy Greater Worcester that implements key strategies of the CHIP so that future initiatives can be developed in a more coordinated approach. Our focus is on vulnerable populations living in this geographical area. Regional Description: With a total population of 206,518 according to the 2020 U.S. Census, the City of Worcester, is the second largest city in New England and is highly divers. The number of Hispanics living in the city has continued to grow over the past 10 years and represents 23.1% of the total population. According to the American Immigrants Council, one in six Massachusetts residents is an immigrant, while one in seven residents is a native-born U.S. citizen with at least one immigrant parent. The federal Health Resources and Services Administration (HRSA) has designated the City of Worcester a health professional shortage area (HPSA) in primary care, mental health and dental services due to its low-income population. The City of Worcester has several neighborhoods with a shortage of health providers and HRSA has determined that many census tracts in the city are medically-underserved areas (MUAs). Economic Characteristics: The average unemployment rate in the City of Worcester in October 2021 was 5.3%. According to the U.S. Census population estimates, 21.8% of the City of Worcester's total population lives in poverty. Additionally, 35.1% of children under the age of 18 live in households for who poverty status is determined and 39.7% live in households receiving Supplemental Security Income (SSI), cash public assistance income, or Food Stamp/SNAP benefits, according to the US Census Bureau, American Community Survey 2013-2017. Poverty is highly correlated to poor health outcomes and barriers to accessing needed care and services and other factors impacting health. Lack of access to affordable and nutritious food has a negative impact on the health of children and families. High rates of unemployment and underemployment in the region have created a high risk of homelessness and a strong need for food assistance services for families and children. Of students in the Worcester Public School system, over 60% are eligible for the free school lunch program. According to the 2020 U.S. Census, the population of the City of Worcester grew from 181,045 in 2010 to 206,518 in 2020. The median household income in the City of Worcester according to 2019 Census figures was to $48,139, compared to the state Median Household Income of $81,215. Demographics: Worcester is a Federal Resettlement Site, as a result, the City of Worcester's foreign born population is significantly higher than Worcester County as a whole, accounting for the majority of this population in the region. According to U.S. Census 2020 figures, the Hispanic population and other non-Hispanic, non-White ethnic groups in the city have notably increased while the white, non-Hispanic population has decreased. Reflecting this diversity, ninety percent of all medical interpretations provided by UMMHC are conducted in: Spanish, Portuguese, Vietnamese, Arabic, Albanian and American Sign Language. The remaining ten percent are conducted in other "non-primary" languages, the pool of which consists of 81 different languages. The senior population in the region also continues to grow as baby boomers reach the age of 65. According to the U.S. Census, residents between the ages of 20-64 account for the majority of the population in Worcester County at 61%. According to the Massachusetts Office for Refugees and Immigrants, in 2018, Central Massachusetts welcomed individuals from more than 49 countries. The largest populations came from The Democratic Republic of the Congo, Haiti, Afghanistan, Ukraine, and El Salvador. UMass Memorial HealthAlliance Clinton Hospital Inc: : UMass Memorial HealthAlliance-Clinton Hospital's primary service area includes the quasi-urban municipalities of Clinton, Fitchburg, and Leominster, and the more rural towns of Ashburnham, Ashby, Gardner, Lunenburg, Townsend, Sterling, and Westminster. The Hospital's secondary service area includes an additional twelve towns: Ayer, Bolton, Groton, Harvard, Hubbardston, Lancaster, Pepperell, Princeton, Shirley, Sterling, Templeton and Winchendon. While great efforts are made to improve the health status, provide diagnostic screening, and address access barriers of all residents within these communities, special attention is given to address the needs of diverse and/or low income, vulnerable segments of the population. The challenges that these cohorts face with respect to social determinants of health and access to care are often intense and are at the root of the challenges and poorer health outcomes faced in these communities. Throughout this study, special attention was paid to "communities within communities", health disparities and health equity, as well as housing and homelessness. More specifically, the hospital's 2021 CHNA identified racial & ethnic minorities, recent immigrants & non-English speakers, low income individuals and families, older Adults, veterans, homeless, children & adolescents, LGBTQIA+ as priority populations that deserve exclusive consideration. According to the US Census Bureau: Demographics * The overall population of the service area has grown by only 3.0 percent from 2010 to 2019. * The service area median age (41.2) is 1.5 years higher than the state (39.7) and 2.7 years higher than the nation (38.5). * Those identified as age 45 to 54 reported as higher rates than the state or nation. This indicates that HealthAlliance-Clinton Hospital has a rapidly aging population. * From 2015 to 2019 the pop. over 65 yrs. in state increased 2%. Considerable increase in Westminster 12% to 17.5% and Sterling 14% to 18.9%. * The Hispanic/Latino population is higher than the state percentage (12.4%) in Fitchburg (28.8%), Leominster (18.4%), and Clinton (17.3) Employment, income, and poverty is another area where there was significant variation within the service area. According to the US Census Bureau: Workforce * Education/Health/Social Services ranks number one with 23,376 employees compared to other industries in the region * Healthcare is a growing industry in the area and there is a need for workforce pathways to educate and train new workers. Especially during COVID, the industry lost employees and struggled to keep up with the staffing needed to fully manage the pandemic and its outcomes. * In addition, the growing Hispanic population in the region requires there to be a more diverse workforce reflective of the Service Area populations Income & Poverty * Fitchburg has the lowest per capita income at $27,007, with Gardner next lowest at $28,208 and Clinton at $29,464. * Highest income is Princeton with the highest at $61,008, followed by Bolton at $60,060 and Harvard at $59,208. * Poverty rates are highest in Fitchburg (15.7%), Gardner (13.9%), Leominster (12.6%), and Clinton (11%). * Poverty rates are concerning for the populations >65 yrs. in half of the service area communities. * All Service Area communities have had poverty levels decrease between 2016 and 2019. * Although not documented with data, recent programs to support people financially during the pandemic has likely decreased persons in poverty. * In 2020 the Service Area's annual average unemployment rate was 11.3 percent, which was higher than the state (9.8%) and nation (8.1%) for that time period. Fitchburg (12.9%), Gardner (11.4%), and Leominster (10.9%) have the highest unemployment rates in the service area.
Schedule H, Part VI, Line 5 Promotion of community health	The majority of the governing bodies of all our boards overseeing our hospital facilities -community hospitals, inc., and the member hospitals are comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization nor family members thereof. All hospital facilities extend medical staff privileges to all qualified physicians in its respective community for some (or all) of its departments or specialties and are also eligible to become part of the faculty of UMass Chan Medical School - University of Massachusetts. UMass Memorial Medical Center: UMass Memorial has a designated Community Benefits department housed within Community Relations that is wholly dedicated to promoting the Community Benefit agenda with a special focus on Community Health Improvement. Our Community Benefits staff works very closely with multiple community organizations forging partnerships. The hospital has a strong and longstanding partnership with the Worcester Division of Public Health which has resulted in significant opportunities that have leveraged funding and implementation of preventive community-clinical linkages. In addition, we work closely with the two Federally Qualified Community Health Centers and leverage internal resources within the system to increase program capacity whenever possible. The Community Relations/Community Benefits Department works closely with Pedi-Primary Care, Family and Community Medicine, Pedi-Pulmonology, UMass Memorial Cancer Center of Excellence and the Emergency Department. We also provide medical and dental services to the underserved at 10 neighborhood sites and 21 schools through the UMass Memorial Care Mobile (this function on hold beginning in March 2020 and continuing in 2021 due to the COVID-19 pandemic). Most recently, we have adopted an Anchor Mission as a strategy to specifically address social determinants of health. UMass Memorial HealthAlliance-Clinton Hospital Inc: The hospital has a Community Benefit program that is responsible for promoting the Community Benefit Implementation Strategy focusing on Community Health Improvement. Hospital staff, leaders, and medical providers work very closely with multiple community organizations forging partnerships. In addition, we leverage internal resources within the system to increase program capacity whenever possible. We continue to support health education and screenings related to chronic diseases and prevalent health conditions in the community including mental/behavioral health, lung cancer/smoking cessation, chronic occlusive pulmonary disease (COPD), heart health, depression, and nutrition/diabetes. We particularly focus on diverse populations and social determinants of health. UMass Memorial Health - HealthAlliance-Clinton Hospital continued working with the Community Health Network of North Central Mass (CHNA9) and other partners in implementing the North Central Mass Community Health Improvement Plan (CHIP). Most CHIP working groups meet monthly and took significant steps toward reviewing baseline information and creating more partnerships that will enable sharing of resources throughout the CHIP implementation and beyond. Marlborough Hospital: Marlborough Hospital participates in area events and provides facilities for support groups. In addition, whenever possible we leverage internal resources to build capacity in our programming and we have staff that supports Community Benefits activities.
Schedule H, Part VI, Line 6 Affiliated health care system	UMass Memorial Health Care is the largest not-for-profit health care system in Central Mass and the largest provider of care for the uninsured outside of Boston; and the only Safety Net provider in Central New England. Our health care system is comprised of UMass Memorial Medical Center as well as the Community Hospitals Health Alliance Clinton and Marlboro Hospitals. We have a reporting parent board and a medical group and affiliate with Community Healthlink which is the largest provider of mental health for vulnerable populations. Each hospital in our system, has a dedicated Community Benefits staff and department that works closely with their respective communities in conducting a the Community Health Needs Assessment, a Community Health Improvement Plan and a Community Benefits Implementation Strategy. In addition, we also share best practices and knowledge and adopt when appropriate. We have been one of the few hospital systems in the country that has adopted an "anchor mission" for our organization. This involves leveraging all of the assets of our organization in order to address pervasive inequality and social disadvantage in our community. We do so by strategically focusing our investment practices, hiring practices and purchasing practices in a manner that addresses the social determinants of health in the community. For example, we have pledged to devote 1% of our investment portfolio ($4 Million) and invest it into the community. We have already deployed almost half of that $4 Million by making four specific investments in the areas of housing and the arts in vulnerable areas of our community.
Schedule H, Part VI, Line 7 State filing of community benefit report	MA

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
Family Health Center of Worcester Inc
26 Queen Street	Worcester	MA	01610	042485308	501 (c)(3)	$1,000,000	$0	N/A	N/A	1. Support for Health Center's mission. The standard set forth is a reasonable expectation that the Grants will contribute meaningfully to each of the Health Center's ability to maintain or increase the availability, or enhance the quality, of services provided to a medically underserved population serviced by the Health Centers. Each Health Center has documented the basis for said reasonable expectation.
Edward M Kennedy Community Health Ctr Inc
650 Lincoln Street	Worcester	MA	01606	042513817	501 (c)(3)	$1,000,000	$0	N/A	N/A	2. Support for Health Center's mission. The standard set forth is a reasonable expectation that the Grants will contribute meaningfully to each of the Health Center's ability to maintain or increase the availability, or enhance the quality, of services provided to a medically underserved population serviced by the Health Centers. Each Health Center has documented the basis for said reasonable expectation.
UMass Chan Medical School
55 Lake Ave N	Worcester	MA	01655	043167352	501 (c)(1)	$8,005,390	$0	N/A	N/A	3. A - Primary purpose of the academic investment funds is to support UMass Chan Medical School -University of Massachusetts programs. - $7,905,500 / B - The primary objective of the present study is to evaluate the safety and efficacy of physician-modification of FDA-approved off-the-shelf endovascular grafts in the treatment of patients with complex Aortic Aneurysm Repair. - $99,890
YWCA Centeral Massachusetts Inc
One Salem Square	Worcester	MA	01608	042105873	501 (c)(3)	$45,600	$0	N/A	N/A	4. Support Coalition of a Healthy Greater Worcester
Physician Health Services Inc
860 Winter Street	Waltham	MA	024511411	223234975	501 (c)(3)	$27,500	$0	N/A	N/A	5. Support for Caring for Physicians Health Campaign. Physician Health, Inc. is to provide confidential consultation and support to physicians, residents, and medical students- Malpractice captive's portion of the aggregate contribution.
American Heart Association Inc
7272 Greenville Avenue	Dallas	TX	75231	135613797	501 (c)(3)	$20,000	$0	N/A	N/A	6. Support for American Heart Association
The Boys & Girls Club of Brockton Inc
19 Court Street 2nd Floor	Taunton	MA	02780	222963214	501 (c)(3)	$10,000	$0	N/A	N/A	7. Sponsorship 2021 BGCMS Shields Golf Tournament to support BGCMS
North Central Massachusetts Chamber Foundation
860 South Street	Fitchburg	MA	01420	042774164	501 (c)(3)	$8,000	$0	N/A	N/A	8. Contribution to North Central MA Chamber Foundation - Scholarships to highlight Academic of High School Seniors in the community

Field	Value	IRS element (for citing)
Total501c3 Org	8	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	We monitor the use of grant funds for compliance after they are awarded, by, but not limited to, the following methods Family Health Center of Worcester, Inc. At reasonable intervals, re-evaluation of the Grants will occur to ensure that the arrangements and compliance are expected to continue to satisfy the standard set forth. The Health Centers will document the re-evaluation contemporaneously. Edward M. Kennedy Community Health Center Inc. At reasonable intervals, re-evaluation of the Grants will occur to ensure that the arrangements and compliance are expected to continue to satisfy the standard set forth. The Health Centers will document the re-evaluation contemporaneously. UMass Chan Medical School Evaluate safety & efficiency of physicians-modifications regarding Complex Aortic Aneurysm Repair with quarterly progress and financial reports received to ensure compliance As part of the agreement, the use of the AIF is controlled and monitored jointly by the University and the System. American Heart Association As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. Physician Health Services, Inc. As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. North Central Massachusetts - Chamber Foundation As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. YWCA As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. Boys Girls Club of Brockton Inc. As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (62 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DOUGLAS S BROWN
Secretary, UMM Medical Center, Inc., Officer & Director Various	$0	$654,347	$0	$322,340	$0	$89,138	$0	$179,037	$0	$31,720	$0	$1,276,582	$0	$70,832
ERIC W DICKSON MD
President & CEO, UMMHC, Inc. & Affiliates, Director various	$0	$1,350,402	$0	$845,021	$0	$144,400	$0	$388,466	$0	$54,493	$0	$2,782,782	$0	$143,644
JOHN GREENWOOD
PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$332,048	$0	$104,767	$0	$32,443	$0	$111,341	$0	$28,648	$0	$609,247	$0	$32,443	$0
MICHAEL GUSTAFSON MD
PRESIDENT, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	$823,260	$0	$378,065	$0	$36,707	$0	$164,546	$0	$34,342	$0	$1,436,920	$0	$36,707	$0
CHERYL LAPRIORE
PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS	$0	$380,396	$0	$121,202	$0	$42,715	$0	$118,993	$0	$28,684	$0	$691,990	$0	$42,715
SERGIO MELGAR
EVP/CFO/Treasurer, UMM Health Care, Inc. Officer/DIR Various	$0	$779,466	$0	$385,976	$0	$106,652	$0	$208,494	$0	$42,596	$0	$1,523,184	$0	$87,152
RENEE MIKITARIAN-BRADLEY
PRESIDENT, DIRECTOR, UMM REALTY, INC.	$0	$174,858	$0	$21,702	$0	$0	$0	$31,862	$0	$28,772	$0	$257,194	$0	$0
STEVEN ROACH
PRESIDENT, DIR., CNEHA, INC. & MARLBOROUGH HOSP., OFF. & DIR. VARIOUS	$457,696	$0	$142,461	$0	$40,647	$0	$98,902	$0	$29,614	$0	$769,320	$0	$40,647	$0
STEPHEN E TOSI MD
PRESIDENT UNTIL FY2021, UMM MEDICAL GROUP, INC., DIRECTOR, UMM ACO, INC.	$660,594	$0	$334,703	$0	$82,439	$0	$103,087	$0	$38,915	$0	$1,219,738	$0	$63,893	$0
ROBERT BABINEAU JR MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	$400,273	$0	$30,212	$0	$0	$0	$14,250	$0	$39,601	$0	$484,336	$0	$0	$0
RICARDO BELLO MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$504,141	$0	$37,912	$0	$0	$0	$14,250	$0	$67,749	$0	$624,052	$0	$0	$0
ALAN P BROWN MD
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	$193,457	$0	$47,279	$0	$47,428	$0	$14,250	$0	$33,950	$0	$336,364	$0	$0	$0
XIMENA M CASTRO MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	$261,367	$0	$26,365	$0	$0	$0	$14,250	$0	$24,725	$0	$326,707	$0	$0	$0
CHARLES CAVAGNARO MD
DIRECTOR, MARLBOROUGH HOSPITAL, Director various	$424,291	$0	$61,361	$0	$3,564	$0	$12,484	$0	$7,335	$0	$509,035	$0	$0	$0
WILLIAM CORBETT MD
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	$444,829	$0	$151,143	$0	$72,437	$0	$118,455	$0	$37,085	$0	$823,949	$0	$47,260	$0
THERESE DAY
DIRECTOR, UMM HEALTH VENTURES, INC.	$339,973	$0	$107,218	$0	$40,111	$0	$91,196	$0	$32,226	$0	$610,724	$0	$40,111	$0
KIMBERLY EISENSTOCK MD
DIRECTOR, MARLBOROUGH HOSPITAL	$257,050	$0	$40,579	$0	$0	$0	$14,250	$0	$40,774	$0	$352,653	$0	$0	$0
ROBERT W FINBERG MD
DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC.	$310,574	$0	$119,878	$0	$483,883	$0	$45,902	$0	$46,921	$0	$1,007,158	$0	$467,040	$0
CHANDRIKA JAIN MD
DIRECTOR, MARLBOROUGH HOSPITAL	$171,575	$0	$7,700	$0	$0	$0	$9,217	$0	$22,795	$0	$211,287	$0	$0	$0
MARK JOHNSON MD
DIRECTOR, UMM MEDICAL CENTER, INC.	$984,930	$0	$37,160	$0	$0	$0	$14,250	$0	$112,187	$0	$1,148,527	$0	$0	$0
JAMES LEARY
DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS	$0	$224,672	$0	$58,651	$0	$0	$0	$29,896	$0	$35,385	$0	$348,604	$0	$0
MARY E MALONEY MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$543,947	$0	$35,510	$0	$26,106	$0	$14,250	$0	$52,255	$0	$672,068	$0	$0	$0
JEFFREY N METZMAKER MD
DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC.	$288,174	$0	$31,181	$0	$19,500	$0	$14,250	$0	$66,993	$0	$420,098	$0	$0	$0
DOMINIC NOMPLEGGI MD
DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC.	$151,295	$0	$500	$0	$71,785	$0	$11,569	$0	$36,556	$0	$271,705	$0	$0	$0
JENNIFER REIDY MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$201,548	$0	$31,575	$0	$0	$0	$11,989	$0	$38,963	$0	$284,075	$0	$0	$0
CELESTE STRAIGHT MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$242,696	$0	$10,000	$0	$0	$0	$13,486	$0	$80,119	$0	$346,301	$0	$0	$0
MATTHEW J TRAINOR MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$299,100	$0	$28,952	$0	$0	$0	$14,250	$0	$41,516	$0	$383,818	$0	$0	$0
DEBRA TWEHOUS MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$221,256	$0	$10,500	$0	$0	$0	$12,173	$0	$38,653	$0	$282,582	$0	$0	$0
MAX ROSEN MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$462,156	$0	$36,355	$0	$0	$0	$14,250	$0	$18,757	$0	$531,518	$0	$0	$0
KIMBERLY GAIL WATSON EBB MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	$288,829	$0	$107,794	$0	$19,500	$0	$14,250	$0	$39,506	$0	$469,879	$0	$0	$0
BENCY LOUIDOR-PAULYNICE MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$189,831	$0	$7,797	$0	$0	$0	$10,493	$0	$49,888	$0	$258,009	$0	$0	$0
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC.	$0	$424,370	$0	$132,893	$0	$39,379	$0	$110,797	$0	$28,347	$0	$735,786	$0	$39,379
JOHN GLASSBURN
Secretary, UMM Community Hospitals, Inc., Officer Various	$0	$208,620	$0	$15,616	$0	$0	$0	$27,150	$0	$30,540	$0	$281,926	$0	$0
LATAMARA LUNDI
PRESIDENT, COMMUNITY HEALTHLINK, INC	$215,430	$0	$6,250	$0	$0	$0	$2,056	$0	$15,782	$0	$239,518	$0	$0	$0
STEVEN MCCUE
ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	$333,813	$0	$49,187	$0	$0	$0	$35,848	$0	$25,247	$0	$444,095	$0	$0	$0
SHLOMIT SCHAAL MD
PRESIDENT, UMM MEDICAL GROUP, INC.	$524,731	$0	$36,415	$0	$0	$0	$14,250	$0	$45,644	$0	$621,040	$0	$0	$0
JEANNE SHIRSHAC
TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$0	$258,743	$0	$65,536	$0	$18,901	$0	$65,330	$0	$27,467	$0	$435,977	$0	$18,901
FRANCIS W SMITH
Secretary, UMM Medical Group, Inc., Officer various	$0	$227,554	$0	$21,221	$0	$0	$0	$30,719	$0	$26,542	$0	$306,036	$0	$0
MICHELE STREETER
TREASURER, UMM MEDICAL GROUP, INC.	$442,980	$0	$215,183	$0	$27,708	$0	$140,069	$0	$32,361	$0	$858,301	$0	$27,708	$0
JACK W BAILEY
SVP, CLINICAL SVCS	$271,403	$0	$85,938	$0	$0	$0	$39,822	$0	$29,306	$0	$426,469	$0	$0	$0
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	$268,585	$0	$86,450	$0	$26,733	$0	$80,040	$0	$32,424	$0	$494,232	$0	$26,733	$0
ROBERT FELDMANN
SVP UNTIL FY2021, FINANCE/CORPORATE CONTROLLER	$0	$303,082	$0	$102,323	$0	$117,456	$0	$93,686	$0	$30,132	$0	$646,679	$0	$97,956
ANDREW KARSON MD
SVP, CMO-UMMMC	$461,787	$0	$181,685	$0	$45,191	$0	$91,856	$0	$49,078	$0	$829,597	$0	$25,691	$0
BART METZGER
SVP, CHIEF HR OFFICER	$0	$436,201	$0	$138,899	$0	$90,914	$0	$74,843	$0	$30,702	$0	$771,559	$0	$85,514
JUSTIN PRECOURT
SVP, PATIENT CARE SVCS & CNO	$370,923	$0	$152,500	$0	$3,700	$0	$41,744	$0	$42,108	$0	$610,975	$0	$0	$0
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	$0	$255,446	$0	$81,244	$0	$159,625	$0	$41,305	$0	$34,830	$0	$572,450	$0	$159,625
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	$0	$319,149	$0	$100,412	$0	$18,580	$0	$74,619	$0	$30,352	$0	$543,112	$0	$18,580
ALICE A SHAKMAN
SVP, CLINICAL SVCS	$283,977	$0	$88,439	$0	$33,593	$0	$81,613	$0	$14,993	$0	$502,615	$0	$33,593	$0
DIANNA J CAFFARENA
SVP, AMBULATORY SVCS	$246,893	$0	$59,687	$0	$0	$0	$30,731	$0	$3,935	$0	$341,246	$0	$0	$0
ERIC J ALPER MD
SVP CQO & CHF INFORMATICS OFF	$0	$427,708	$0	$113,996	$0	$51,952	$0	$95,416	$0	$46,743	$0	$735,815	$0	$32,452
KATHLEEN DRISCOLL
SVP, CHIEF PHILANTHROPHY OFC	$0	$296,707	$0	$63,594	$0	$0	$0	$31,033	$0	$908	$0	$392,242	$0	$0
ADEL BOZORGZADEH MD
PHYSICIAN, DIVISION CHIEF OF TRANSPLANT SURGERY - MED GROUP	$477,199	$0	$320,082	$0	$0	$0	$14,250	$0	$67,937	$0	$879,468	$0	$0	$0
DEMETRIUS LITWIN MD
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	$647,089	$0	$242,942	$0	$15,288	$0	$14,250	$0	$118,147	$0	$1,037,716	$0	$0	$0
GERALD T MCGILLICUDDY MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	$865,479	$0	$18,500	$0	$19,500	$0	$14,250	$0	$114,885	$0	$1,032,614	$0	$0	$0
ARNO S SUNGARIAN MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	$1,016,530	$0	$18,500	$0	$0	$0	$14,250	$0	$111,206	$0	$1,160,486	$0	$0	$0
BRIAN D BUSCONI MD
PHYSICIAN, CHIEF OF ORTHOPEDICS - MED GROUP	$517,824	$0	$38,662	$0	$218,793	$0	$14,250	$0	$64,843	$0	$854,372	$0	$0	$0
LISA COLOMBO
FORMER KEY EMPLOYEE UNTIL 1/2018	$0	$0	$0	$0	$0	$104,728	$0	$0	$0	$0	$0	$104,728	$0	$104,728
BARBARA FISHER
FORMER KEY EMPLOYEE UNTIL 9/25/19	$0	$0	$0	$0	$316,250	$0	$29,731	$0	$269	$0	$346,250	$0	$29,774	$0
JOHN BRONHARD
FORMER OFFICER UNTIL 10/1/18	$327,913	$0	$65,441	$0	$540	$0	$7,716	$0	$31,438	$0	$433,048	$0	$0	$0
DANA SWENSON
FORMER OFFICER UNTIL FY2020	$0	$114,911	$0	$55,883	$0	$103,961	$0	$50,308	$0	$11,754	$0	$336,817	$0	$98,340
DEBORAH WEYMOUTH
FORMER PRESIDENT UNTIL 9/27/19, HEALTHALLIANCE-CLINTON HOSPITAL	$0	$0	$0	$0	$297,898	$0	$37,164	$0	$6,409	$0	$341,471	$0	$38,974	$0
PATRICK MULDOON
FORMER OFFICER UNTIL 1/2018	$0	$0	$0	$0	$1,421,276	$0	$0	$0	$0	$0	$1,421,276	$0	$1,421,276	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 4a Severance or change-of-control payment	The following individuals received severance in the reporting period: Included in Sch J Col Biii: Fisher, Barbara $286,476 Weymouth, Deborah $258,924
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD: OFFICERS, DIRECTORS, TRUSTEES: BOLLAND ESHGHI, KATHARINE $39,379 BROWN, DOUGLAS S. $70,832 CORBETT, WILLIAM, MD $47,260 DAY, THERESE $40,111 DICKSON, ERIC W., MD $143,644 FINBERG, ROBERT W., MD $467,040 GREENWOOD, JOHN $32,443 GUSTAFSON, MD, MICHAEL $36,707 LAPRIORE, CHERYL M. $42,715 MELGAR, SERGIO $87,152 ROACH, STEVEN $40,647 SHIRSHAC, JEANNE $18,901 STREETER, MICHELE $27,708 TOSI, STEPHEN E., MD $63,893 SUBTOTAL OFF, DIR, TRUSTEES $1,158,432 KEY EMPLOYEES: ALPER, MD, ERIC J $32,452 CYR, JAMES P. $26,733 FELDMANN, ROBERT $97,956 KARSON, ANDREW $25,691 METZGER, BART $85,514 RANDOLPH, JOHN T. $159,625 SALZBERG, JOHN R. $18,580 SHAKMAN, ALICE $33,593 SUBTOTAL KEY EMPLOYEES $480,144 FORMER: COLOMBO, LISA $104,728 FISHER, BARBARA $29,774 MULDOON, PATRICK $1,421,276 SWENSON, DANA E. $98,340 WEYMOUTH, DEBORAH $38,974 SUBTOTAL FORMER $1,693,092 TOTAL $3,331,668 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): KEY EMPLOYEES: BAILEY, JACK W. CAFFARENA, DIANNA J. DRISCOLL, KATHLEEN LEARY, JAMES PRECOURT, JUSTIN
Schedule J, Part I, Line 3 CEO/Executive Director paid by related organization	Eric W. Dickson, MD is President & CEO of UMass Memorial Health Care, Inc. and Affiliates, which includes all entities in this Group 990. As top management official, he is paid by UMass Memorial Health Care, Inc. (Parent), a related organization.
Schedule J, Part II Compensation to Directors	THE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR.
Schedule J, Part II Compensation to employees	Compensation to employees reported in Part VII and Schedule J is paid by UMass Memorial Health Care, Inc. and Affiliates only. Some of our physicians are also employed by UMass Chan Medical School - University of Massachusetts, an unrelated entity for tax purposes.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	Massachusetts Development Finance Agency	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
CUSIP	000000000	CUSIPNum
Bond Issued	2020-01-23	BondIssuedDt
Issue Price	$7,146,000	IssuePriceAmt
Purpose	Series A (Marlborough): to current refund bonds issued 8/14/2009, 11/24/2009 and 4/2/2019	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$638,000	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$7,146,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$0	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$7,146,000	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Refunding Tax Exempt Bonds	Yes (true)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	false	AnyResearchAgreementsInd
Private Bus Use By Others	0.0	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.0	PrivateBusConcerningUBIPct
Total Private Business Use	0.0	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	false	RebateNotDueYetInd
Exception To Rebate	Yes (true)	ExceptionToRebateInd
No Rebate Due	false	NoRebateDueInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (14 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
MA Lung and Allergy PC
Entity more than 35% owned by Kimberly Robinson, MD, Board Director	$658,717	3rd Party Payer Contract Payment	false
Chair City Family Medicine PC
Entity more than 35% owned by Francis Sweeney, MD, Board Director	$117,416	3rd Party Payer Contract Payment	false
Robert Leslie Shelton MD PC
Entity more than 35% owned by Robert Leslie Shelton MD, Board Director	$107,215	3rd Party Payer Contract Payment	false
Ellen Carlucci
Family Member of Daniel Carlucci, M.D., Board Director	$176,162	Employment Arrangement w/ Marlborough Hospital	false
Elaine Granville RN
Family Member of Cheryl Lapriore, Officer / Board Director	$184,684	Employment Arrangement w/ UMM Medical Center, Inc.	false
Brittany M Paulhus
Family Member of Robert J. Paulhus, Jr., Chairperson	$91,592	Employment Arrangement w/ UMM Medical Center, Inc.	false
Darlene A Purcell
Family Member of Philip E. Purcell, Board Director	$89,174	Employment Arrangement w/ UMM Medical Center, Inc.	false
Mary Harrington
Family Member of James Leary, Board Director	$123,724	Employment Arrangement w/ UMM Medical Center, Inc.	false
Anthony Mngolia (Lundi)
Family Member of Latamara Lundi, Board Officer	$80,825	Employment Arrangement w/ Community HealthLink, Inc.	false
Noemi Ramirez Ferriss
Family Member of Mary Maloney, Board Director	$29,600	Employment Arrangement w/ UMM Medical Center, Inc.	false
Ashley Bradley
Family Member of Renee Mikitarian-Bradley, Board Officer	$99,288	Employment Arrangement w/ UMM Medical Center, Inc.	false
Substantial Contributor
Substantial Contributor	$7,602,046	Independent Contractor Arrangement, donation of $12,000	false
Substantial Contributor
Substantial Contributor	$3,607,283	Independent Contractor Arrangement, donation of $8,300	false
Substantial Contributor
Substantial Contributor	$162,467	Independent Contractor Arrangement, donation of $7,500	false

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$2,140	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$22,472	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Assorted toys	81	$36,545	Market value
Yes (X)	Misc. supplies	34	$10,004	Market value
Yes (X)	Gas	1	$4,000	Market value

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Explanations of reporting method for number of contributions	FormAndLineReferenceDesc
Explanation	Books and publications - The organization is reporting the number of contributions. Other - Assorted toys - The organization is reporting the number of contributions. Other - Misc. supplies - The organization is reporting the number of contributions. Clothing and household goods - The organization is reporting the number of contributions. Other - Gas The organization is reporting the number of contributions.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (27 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 3 Number of voting members and Part VII	The number of voting members of the governing body does not agree to the number of individuals reported in Part VII because there are 14 entities included in the group exemption, 13 of which have their own board of directors with voting rights. These directors are included in Part VII once, even if they serve on multiple boards. Refer to Sch O for a complete list of board members by entity and individuals with various board titles.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 124,388,238 including grants of $ 78,623)(Revenue $ 84,653,428) OTHER UMASS MEMORIAL ENTITIES - UMASS MEMORIAL HAS A NUMBER OF SUBSIDIARY ENTITIES THAT FUNCTION PRIMARILY TO DELIVER HEALTH CARE TO PATIENTS OR TO SUPPORT THE DELIVERY OF HEALTH CARE TO PATIENTS OF UMASS MEMORIAL. THEY ACCOMPLISH THIS THROUGH THE DELIVERY OF HEALTH CARE SERVICES WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. THEY ALSO ACCOMPLISH THIS BY PROVIDING SUPPORT, OR PATIENT ADVOCACY SERVICES TO THE PATIENTS OF UMASS MEMORIAL, CENTRAL NEW ENGLAND, AND OTHER GEOGRAPHIES.
Form 990, Part V, Line 3b Reason for not filing Form 990-T	SOME, BUT NOT ALL, OF UMASS MEMORIAL HEALTH CARE, INC. & AFFILIATES GROUP SUBORDINATES HAVE FILED A FORM 990-T.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	MARLBOROUGH HOSPITAL: GERARD RICHER (BOARD MEMBER) & MICHAEL D. MURPHY (BOARD MEMBER) - Business relationship, CNEHA, INC. & UMM HEALTHALLIANCE-CLINTON HOSPITAL: ROBERT J. PAULHUS (BOARD MEMBER) & MICHAEL AMES (BOARD MEMBER) - Business relationship
Form 990, Part VI, Line 3 Delegation of management duties	THE ORGANIZATION RELIES ON UMASS MEMORIAL SHIELDS PHARMACY TO PERFORM MANAGEMENT OF EXEMPT-FUNCTION PHARMACEUTICAL SERVICES FOR THE MEDICAL CENTER.
Form 990, Part VI, Line 6 Classes of members or stockholders	THERE ARE NO CLASSES OF MEMBERS. Each Group member has a sole corporate member.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE MAJORITY OF ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (UMMHC - Parent , CNEHA, INC. or UMass Memorial Community Hospitals, Inc.) THAT ELECTS THE BOARD OF TRUSTEES. THERE ARE NO CLASSES OF MEMBERS. THE MAJORITY OF THE ENTITIES RESERVE TO THE MEMBER THE POWER TO REMOVE TRUSTEES, TO FILL VACANCIES, AND TO INCREASE OR DECREASE THE SIZE OF THE BOARD. THE CHANCELLOR OF THE UMASS CHAN MEDICAL SCHOOL HAS CONTROL OVER 4 TRUSTEE SEATS OF THE MEDICAL CENTER'S BOARD.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	THE MAJORITY OF THE ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (UMMHC - Parent , CNEHA, INC. or UMass Memorial Community Hospitals, Inc.) WITH THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ENTITY, WHICH IS EXERCISED BY THAT MEMBER'S BOARD OF TRUSTEES. THERE ARE NO CLASSES OF MEMBERS. GENERALLY, THE SOLE MEMBER OF EACH ENTITY RESERVES THE POWER TO APPROVE MAJOR TRANSACTIONS; TO MERGE, CONSOLIDATE OR LIQUIDATE THE CORPORATION'S ASSETS; TO ADOPT ANNUAL OPERATING AND CAPITAL BUDGETS AND AMENDMENTS; TO ENTER INTO LOAN AGREEMENTS AND/OR GUARANTEES; TO APPOINT AND/OR ELECT THE PRESIDENT AND/OR CEO; TO ELECT AND/OR APPOINT AND REMOVE TRUSTEES, FILL VACANCIES, TO INCREASE OR DECREASE THE SIZE OF THE BOARD; AND TO APPROVE UNBUDGETED EXPENDITURES.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body	There are no committees with authority to act on behalf of the governing body, thus the "no" response for Part VI, Line 8b. THE ORGANIZATIONS DOCUMENT THE BOARD AND COMMITTEE MEETINGS BY TAKING MINUTES, WHICH INCLUDE ALL MEETING DISCUSSIONS AND ACTIONS. THESE WRITTEN MINUTES ARE THEN APPROVED AT THE FOLLOWING BOARD AND COMMITTEE MEETINGS.
Form 990, Part VI, Line 11b Review of form 990 by governing body	SECTIONS OF THE CORE FORM 990 RELATED TO EXECUTIVE COMPENSATION AND SCHEDULE J RELATED TO EXECUTIVE COMPENSATION IS REVIEWED IN DETAIL WITH THE ORGANIZATION'S BOARD COMPENSATION COMMITTEE WHICH OVERSEES ALL UMASS MEMORIAL HEALTH CARE EXECUTIVE COMPENSATION. THE ORGANIZATION'S AUDIT & COMPLIANCE COMMITTEE REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE L. THE ORGANIZATION'S COMMUNITY BENEFITS COMMITTEE (THAT OVERSEES ALL BOARDS) REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE H. THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD REVIEWS THE FORM 990 AND RECOMMENDS THE FORM 990 TO THE FULL BOARD FOR APPROVAL. THE FULL BOARD IS GIVEN ACCESS TO THE FORM 990. CROWE (TAX PREPARERS) PRESENTS THE FORM 990 TO THE AUDIT & COMPLIANCE COMMITTEE.
Form 990, Part VI, Line 12c Conflict of interest policy	THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS AND MANAGEMENT TO COMPLETE ANNUAL DISCLOSURE STATEMENTS AND, TO UPDATE THESE DISCLOSURE STATEMENTS FOR SIGNIFICANT CHANGES IN THEIR OUTSIDE GOVERNANCE AND PROFESSIONAL ACTIVITIES OR, FINANCIAL RELATIONSHIPS AS APPROPRIATE. ADDITIONALLY, ALL TRANSACTIONS INVOLVING BOARD MEMBERS OR MANAGEMENT AND THE ORGANIZATION ARE REQUIRED TO BE APPROVED BY THE COMPLIANCE COMMITTEE OF THE BOARD. The following groups of individuals are covered by this policy: a. All Trustees/Directors: all UMM entities b. UMMHC/UMMMC/UMMMG: Dept Heads and above; selected others c. Physicians: all employed physicians, members of any board committee, members of Medical Staff Executive Committees; others as determined appropriate THERE IS ACTIVE MONITORING by the UMMHC Compliance office AND COMMUNICATION TO ENSURE INDIVIDUALS WITH OUTSIDE RELATIONSHIPS DO NOT INAPPROPRIATELY PARTICIPATE IN BUSINESS DECISIONS OF THE ORGANIZATION, PURCHASING OR RESEARCH ACTIVITIES/DECISIONS. Any conflicts identified are MANAGED AND reported to the appropriate officer and/or governing body. We have an appropriate management plan with any individuals with outside relationships that require mitigation. Where it is necessary, individuals may provide subject matter expertise however they have no influence or authorization of decisions for the organization.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	Compensation matters involving the System President & CEO (paid by UMass Memorial Health Care, Inc. (Parent) a related organization) and Senior Executives (including Group 990 entity Presidents) are overseen by the Compensation Committee of the Board, which was designated this authority by the Organization's Board of Trustees. The Compensation Committee approved a Compensation Philosophy and Policy which govern compensation matters. THE PHILOSOPHY INCLUDES THE OBJECTIVES OF THE PROGRAM COMPONENTS OF EXECUTIVE COMPENSATION, THE RELEVANT MARKET POSITIONING IN THE MARKET, FACTORS CONSIDERED IN SETTING EXECUTIVE COMPENSATION AND THE IMPORTANCE OF TYING SUCH COMPENSATION TO PERFORMANCE. Independent outside compensation consultants are hired by and report to the Compensation Committee of the Board and provide advice to the Committee on compensation matters. THE COMMITTEE WORKS WITH THESE CONSULTANTS AND WITH LEGAL COUNSEL TO ENSURE THAT ALL COMPENSATION PAID, AS WELL AS THE PROCESS FOLLOWED TO DETERMINE SUCH COMPENSATION IS REASONABLE, MEETS ALL REGULATORY REQUIREMENTS AND IS COMPETITIVE WITH THE RELEVANT MARKET. During the fiscal year, the Compensation Committee met to review and vote on the compensation for the System President & CEO and key personnel for Group 990 entities. The Compensation Committee voted and approved the System President & CEO's compensation at their annual meeting in March 2021. All other key personnel (including the Group 990 entity Presidents) were voted on and approved at the annual meeting in December 2020.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	Please refer to the above narrative for Part VI, Line 15a for a description of the compensation review process. Dates of the reviews for other officers and key employees are noted below, along with the title for reference and tier (internal management hierarchy). Tier - Title - Review date: Tier A - PRESIDENT, CEO - March 2021 Tier B - PRESIDENT MEDICAL CENTER - December 2020 Tier B - EXEC VP, CFO - December 2020 Tier B - CHIEF PHYSICIAN EXECUTIVE - December 2020 Tier B - PRESIDENT,UMMH & CAO/CLO,UMMHC - December 2020 Tier B - EXEC VP/COO UMMMG - December 2020 Tier C - SVP CMO-UMMMC - December 2020 Tier C - PRESIDENT HEALTHALLIANCE & MARLBORO HOSPITAL - December 2020 Tier C - SVP CHIEF HR OFFICER - December 2020 Tier C - SVP COMMUNITY PRACTICES - December 2020 Tier C - SVP GENERAL COUNSEL-PGL - December 2020 Tier C - SVP & CHIEF PHILANTHROPY OFC - December 2020 Tier C - SVP CHF OF STAFF&CHF MKTG OFC - December 2020 Tier C - SVP PATIENT CARE SVCS & CNO - December 2020 Tier C - SVP/CHIEF FINANCIAL OFFICER - December 2020 Tier C - SVP POP HLTH & PRESIDENT, ACO - December 2020 Tier C - SVP FINANCE/CORP CONTROLLER - December 2020 Tier C - SVP SYSTEM REV CYCLE OPS & CRO - December 2020 Tier C - SVP AMBULATORY SVCS - December 2020 Tier C - SVP CLINICAL SVCS - December 2020 Tier C - SVP SURGICAL&PROCEDURAL SVCS - December 2020 Tier C - SVP CLINICAL SVCS - December 2020 Tier C - VP CHIEF CORPORATE COMPLIANCE - December 2020 Tier C - PRESIDENT COMMUNTY HLTH LINK - December 2020
Form 990, Part VI, Line 19 Required documents available to the public	UMASS MEMORIAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY APPLICABLE STATE AND FEDERAL LAWS, AND BY REQUEST ON A CASE-BY-CASE BASIS.
Form 990, Part VIII, Line 2f Other Program Service Revenue	All other program service revenue - Total Revenue: 592574, Related or Exempt Function Revenue: 592574, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11a Management Fees	The amount reported on line 11a represents management fees paid by UMass Memorial Medical Center for the management of exempt-function pharmaceutical services for the Medical Center.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	TRANSFERS TO UNRESTRICTED - REVENUE - 4147711; TRANSFERS TO UNRESTRICTED - PPE - 853400; Merger of HealthAlliance Realty into UMass Memorial Realty - 6320791; TRANSFERS (TO) FROM RELATED PARTIES - -155078; TRANSFERS TO UNRESTRICTED - EXPENDITURES - -1857242; CHANGE IN BENEFICIAL INTEREST IN TRUSTS AND OTHER CHANGES IN RESTRICTED NET ASSETS - 7121603; Other changes in net assets related to joint venture and SWAP agreement - 1547328;
Page 1 Line Hc 14 Members of Group exemption number 3642	UMASS MEMORIAL HEALTH CARE, INC. AND AFFILIATES 306 Belmont Street, Worcester, MA 01604 EIN: 91-2155626 FYE: 9/30/2021 Marlborough Hospital 157 Union Street, Marlborough, MA 01752 EIN: 04-2104693 FYE: 9/30/2021 UMass Memorial Behavioral Health System, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3374724 FYE: 9/30/2021 UMass Memorial Community Hospitals, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3296271 FYE: 9/30/2021 UMass Memorial Health Ventures, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 22-2605679 FYE: 9/30/2021 UMass Memorial Medical Center, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3358564 FYE: 9/30/2021 UMass Memorial Medical Group, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-2911067 FYE: 9/30/2021 UMass Memorial Realty, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-2805630 FYE: 9/30/2021 Community HealthLink, Inc. 72 Jaques Avenue, Worcester, MA 01610 EIN: 04-2626179 FYE: 9/30/2021 Central New England HealthAlliance, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3172496 FYE: 9/30/2021 Coordinated Primary Care, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3210002 FYE: 9/30/2021 HealthAlliance Home Health and Hospice, Inc. 25 Tucker Road, Leominster, MA 01453 EIN: 04-2932308 FYE: 9/30/2021 UMass Memorial HealthAlliance-Clinton Hospital, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-2103555 FYE: 9/30/2021 UMass Memorial Accountable Care Organization, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 46-2871359 FYE: 9/30/2021
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 1 of 4	Entity & EIN: UMass Memorial Medical Center, Inc. #04-3358564 MICHAEL GUSTAFSON, MD PRESIDENT, UMM MEDICAL CENTER, INC SERGIO MELGAR TREASURER, UMM MEDICAL CENTER, INC. DOUGLAS S. BROWN SECRETARY, UMM MEDICAL CENTER, INC. KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC. RICHARD SIEGRIST CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC LYNDA M. YOUNG VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC RAYMOND PAWLICKI DIRECTOR, UMM MEDICAL CENTER, INC. EVAN BENJAMIN, MD DIRECTOR, UMM MEDICAL CENTER, INC. DAVID L. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. RICHARD K. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. LESLIE BOVENZI DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL COLLINS, MD DIRECTOR, UMM MEDICAL CENTER, INC. EDWARD D'ALELIO DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC. ERIC W. DICKSON, MD DIRECTOR, UMM MEDICAL CENTER, INC. ROBERT W. FINBERG, MD DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC. TERENCE FLOTTE, MD DIRECTOR, UMM MEDICAL CENTER, INC. ELVIRA GUARDIOLA DIRECTOR, UMM MEDICAL CENTER, INC. MARK JOHNSON, MD DIRECTOR, UMM MEDICAL CENTER, INC. NANCY KANE DIRECTOR, UMM MEDICAL CENTER, INC. PETER KNOX DIRECTOR, UMM MEDICAL CENTER, INC. SUSAN MAILMAN DIRECTOR, UMM MEDICAL CENTER, INC. PAULETTE SEYMOUR-ROUTE PH.D. DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC. ROSEMARY THOMSEN DIRECTOR, UMM MEDICAL CENTER, INC. JEAN KING, PHD DIRECTOR, UMM MEDICAL CENTER, INC. JEAN MCMURRY DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL F. O'BRIEN DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL D. MURPHY UMM MEDICAL CENTER, INC. (ex officio without vote) ROBERT J. PAULHUS JR. UMM MEDICAL CENTER, INC. (ex officio without vote) JOHN SHEA, ESQ UMM MEDICAL CENTER, INC. (ex officio without vote) Entity & EIN: UMass Memorial Health Ventures, Inc. #22-2605679 CHERYL LAPRIORE PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC. SERGIO MELGAR TREASURER, UMM HEALTH VENTURES, INC. FRANCIS W. SMITH CLERK, UMM HEALTH VENTURES, INC. PAUL KANGAS CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC. JOHN BUDD DIRECTOR, UMM HEALTH VENTURES, INC. FREDERICK G. CROCKER DIRECTOR, UMM HEALTH VENTURES, INC. THERESE DAY DIRECTOR, UMM HEALTH VENTURES, INC. ERIC W. DICKSON, MD DIRECTOR, UMM HEALTH VENTURES, INC. GERARD P. RICHER DIRECTOR, UMM HEALTH VENTURES, INC. STEVEN ROACH DIRECTOR, UMM HEALTH VENTURES, INC. ROSEMARY THOMSEN DIRECTOR, UMM HEALTH VENTURES, INC. Entity & EIN: UMass Memorial Realty, Inc. #04-2805630 RENEE MIKITARIAN-BRADLEY PRESIDENT, DIRECTOR, UMM REALTY, INC. SERGIO MELGAR TREASURER, UMM REALTY, INC. FRANCIS W. SMITH SECRETARY, UMM REALTY, INC. DAVID L. BENNETT DIRECTOR, UMM REALTY, INC. DIX F. DAVIS DIRECTOR, UMM REALTY, INC. ERIC W. DICKSON, MD DIRECTOR, UMM REALTY, INC.
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 2 of 4	Entity & EIN: UMass Memorial Medical Group, Inc. #04-2911067 SHLOMIT SCHAAL, MD PRESIDENT, UMM MEDICAL GROUP, INC. STEPHEN E. TOSI, MD PRESIDENT UNTIL FY2021, UMM MEDICAL GROUP, INC. MICHELE STREETER TREASURER, UMM MEDICAL GROUP, INC. FRANCIS W. SMITH SECRETARY, UMM MEDICAL GROUP, INC. LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. GAIL ALLEN, ESQ. DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC. RICARDO BELLO, MD DIRECTOR, UMM MEDICAL GROUP, INC. J. CHRISTOPHER CUTLER FACHE DIRECTOR, UMM MEDICAL GROUP, INC. ERIC W. DICKSON, MD DIRECTOR, UMM MEDICAL GROUP, INC. TERENCE FLOTTE, MD DIRECTOR, UMM MEDICAL GROUP, INC. MICHAEL GUSTAFSON, MD DIRECTOR, UMM MEDICAL GROUP, INC. MARY E. MALONEY, MD DIRECTOR, UMM MEDICAL GROUP, INC. JEFFREY N. METZMAKER, MD DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC. DOMINIC NOMPLEGGI, MD DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC. CELESTE STRAIGHT, MD DIRECTOR, UMM MEDICAL GROUP, INC. BENCY LOUIDOR-PAULYNICE, MD DIRECTOR, UMM MEDICAL GROUP, INC. MAX ROSEN, MD DIRECTOR, UMM MEDICAL GROUP, INC. VALERIE ZOLEZZI-WYNDHAM DIRECTOR, UMM MEDICAL GROUP, INC. Entity & EIN: UMass Memorial Community Hospitals, Inc. #04-3296271 DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. SERGIO MELGAR TREASURER, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JOHN GLASSBURN SECRETARY, UMM COMMUNITY HOSPITALS, INC. GAIL ALLEN, ESQ. DIRECTOR UNTIL FY2021, UMM COMMUNITY HOSPITALS, INC. FERNANDO CATALINA, MD DIRECTOR UNTIL 2021, UMM COMMUNITY HOSPITALS, INC. WILLIAM CORBETT, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. ERIC W. DICKSON, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. MICHAEL GUSTAFSON, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JAMES LEARY DIRECTOR, UMM COMMUNITY HOSPITALS, INC. LUIS J. MASEDA DIRECTOR, UMM COMMUNITY HOSPITALS, INC. WILLIAM MCGRAIL ESQ. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. MICHAEL D. MURPHY DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JACK WILSON, PHD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. STEVEN ROACH UMM COMMUNITY HOSPITALS, INC. (CEO of Marlborough Hospital & CNEHA, Inc., ex officio without vote) MICHAEL MAHAN DIRECTOR, UMM COMMUNITY HOSPITALS, INC. ROBERT J. PAULHUS JR. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. Entity & EIN: Marlborough Hospital #04-2104693 STEVEN ROACH PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL SERGIO MELGAR TREASURER, MARLBOROUGH HOSPITAL JOHN GLASSBURN SECRETARY, MARLBOROUGH HOSPITAL ANN-MARIA D'AMBRA ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL MICHAEL D. MURPHY CHAIRPERSON, DIRECTOR, MARLBOROUGH HOSPITAL ANN K. MOLLOY VICE-CHAIRPERSON, DIRECTOR, MARLBOROUGH HOSPITAL BRIAN BOUVIER DIRECTOR, MARLBOROUGH HOSPITAL DOUGLAS S. BROWN DIRECTOR, MARLBOROUGH HOSPITAL DANIEL CARLUCCI, MD DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL CHARLES CAVAGNARO, MD DIRECTOR, MARLBOROUGH HOSPITAL BENJAMIN H. COLONERO JR. DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL ELLEN DORIAN DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY EISENSTOCK, MD DIRECTOR, MARLBOROUGH HOSPITAL HOWARD FERRIS DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL WILLIAM FISHER DIRECTOR, MARLBOROUGH HOSPITAL CHANDRIKA JAIN, MD DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL JOSEPH G. LEANDRES DIRECTOR, MARLBOROUGH HOSPITAL PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY ROBINSON, MD DIRECTOR, MARLBOROUGH HOSPITAL VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL DAVID WALTON DIRECTOR, MARLBOROUGH HOSPITAL GERARD P. RICHER DIRECTOR, MARLBOROUGH HOSPITAL JOHN GOBRON DIRECTOR, MARLBOROUGH HOSPITAL BHALCHANDRA PARULKAR, MD DIRECTOR, MARLBOROUGH HOSPITAL Entity & EIN: UMass Memorial Behavioral Health System, Inc. #04-3374724 DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC SERGIO MELGAR TREASURER, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. FRANCIS W. SMITH SECRETARY, UMM BEHAVIORAL HEALTH SYSTEM, INC. WILLIAM H. O'BRIEN SECRETARY UNTIL FY2021, UMM BEHAVIORAL HEALTH SYSTEM, INC. SHELDON BENJAMIN, MD DIRECTOR UNTIL FY2021, UMM BEHAVIORAL HEALTH SYSTEM, INC. ALAN P. BROWN, MD DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. AMY GRASSETTE DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOANNE JOHNSON DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. CHERYL LAPRIORE DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JAMES LEARY DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. DIANE MCKEE, MD DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. CYNTHIA M. MCMULLEN ED.D. DIRECTOR UNTIL FY2021, UMM BEHAVIORAL HEALTH SYSTEM, INC. JIM NOTARO DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. KEITH REARDON DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOHN SHEA, ESQ. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. KIMBERLY YONKERS DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC.
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 3 of 4	Entity & EIN: Community Healthlink, Inc. #04-2626179 LATAMARA LUNDI PRESIDENT, COMMUNITY HEALTHLINK, INC SERGIO MELGAR TREASURER, DIRECTOR, COMMUNITY HEALTHLINK, INC. FRANCIS W. SMITH CLERK, COMMUNITY HEALTHLINK, INC. JENNIFER COLE ASSISTANT CLERK, COMMUNITY HEALTHLINK, INC. JOHN SHEA, ESQ. CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC. CYNTHIA M. MCMULLEN ED.D. DIRECTOR UNTIL FY2021, COMMUNITY HEALTHLINK, INC. SHELDON BENJAMIN, MD DIRECTOR UNTIL FY2021, COMMUNITY HEALTHLINK, INC. DOUGLAS S. BROWN DIRECTOR, COMMUNITY HEALTHLINK, INC. ALAN P. BROWN, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. AMY GRASSETTE DIRECTOR, COMMUNITY HEALTHLINK, INC. JOANNE JOHNSON DIRECTOR, COMMUNITY HEALTHLINK, INC. CHERYL LAPRIORE DIRECTOR, COMMUNITY HEALTHLINK, INC. JAMES LEARY DIRECTOR, COMMUNITY HEALTHLINK, INC. DIANE MCKEE, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. JIM NOTARO DIRECTOR, COMMUNITY HEALTHLINK, INC. KEITH REARDON DIRECTOR, COMMUNITY HEALTHLINK, INC. KIMBERLY YONKERS, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. Entity & EIN: Central New England HealthAlliance, Inc. #04-3172496 STEVEN ROACH PRESIDENT, DIRECTOR, CNEHA, INC. SERGIO MELGAR TREASURER, CNEHA, INC. FRANCIS W. SMITH SECRETARY, CNEHA,INC MAUREEN CROTEAU ASSISTANT SECRECTARY, CNEHA, INC. MICHAEL MAHAN VICE CHAIRPERSON, DIRECTOR, CNEHA, INC. ROBERT J. PAULHUS JR. INTERIM CHAIRPERSON, DIRECTOR, CNEHA, INC. GAIL ALLEN, ESQ. DIRECTOR UNTIL FY2021, CNEHA, INC. MICHAEL W. AMES DIRECTOR, CNEHA, INC. ROBERT BABINEAU JR., MD DIRECTOR, CNEHA, INC. DOUGLAS S. BROWN DIRECTOR, CNEHA, INC. XIMENA M. CASTRO, MD DIRECTOR, CNEHA, INC. FERNANDO CATALINA, MD DIRECTOR UNTIL FY2021, CNEHA, INC. WILLIAM CORBETT, MD DIRECTOR, CNEHA, INC. DIX F. DAVIS DIRECTOR, CNEHA, INC. CARLOS NICOLAS FORMAGGIA ESQ. DIRECTOR, CNEHA, INC. TAMMY GRAVEL DIRECTOR, CNEHA, INC. DONATA MARTIN DIRECTOR, CNEHA, INC. LUIS J. MASEDA DIRECTOR, CNEHA, INC. MICHAEL RIVARD DIRECTOR, CNEHA, INC. ROBERT LESLIE SHELTON, MD DIRECTOR UNTIL FY2021, CNEHA, INC. KIMBERLY GAIL WATSON EBB, MD DIRECTOR, CNEHA, INC. Entity & EIN: COORDINATED PRIMARY CARE, INC. #04-3210002 STEVEN ROACH PRESIDENT, DIRECTOR, COORDINATED PRIMARY CARE, INC. SERGIO MELGAR TREASURER, COORDINATED PRIMARY CARE, INC. MAUREEN CROTEAU SECRETARY, COORDINATED PRIMARY CARE, INC. CHARLES CAVAGNARO, MD DIRECTOR, COORDINATED PRIMARY CARE, INC. WILLIAM CORBETT, MD DIRECTOR, COORDINATED PRIMARY CARE, INC. Entity & EIN: HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. #04-2932308 STEVEN ROACH PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. SERGIO MELGAR TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. STEVEN MCCUE ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MAUREEN CROTEAU SECRETARY, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MICHAEL MAHAN CHAIRPERSON, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LESLIE BOVENZI DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. GAIL ALLEN, ESQ. DIRECTOR UNTIL FY2021, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ROBERT BABINEAU JR., MD DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIX F. DAVIS DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. CARLOS NICOLAS FORMAGGIA ESQ. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DONATA MARTIN DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LUIS J. MASEDA DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 4 of 4	Entity & EIN: UMass Memorial HEALTHALLIANCE-CLINTON HOSPITAL, INC. #04-2103555 STEVEN ROACH PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SERGIO MELGAR TREASURER, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. FRANCIS W. SMITH SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MAUREEN CROTEAU ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL MAHAN VICE CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT J. PAULHUS JR. INTERIM CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. GAIL ALLEN, ESQ. DIRECTOR UNTIL FY2021, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL W. AMES DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT BABINEAU JR., MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DOUGLAS S. BROWN DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. XIMENA M. CASTRO, MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. FERNANDO CATALINA, MD DIRECTOR UNTIL FY2021, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. WILLIAM CORBETT, MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIX F. DAVIS DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CARLOS NICOLAS FORMAGGIA ESQ. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. TAMMY GRAVEL DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DONATA MARTIN DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. LUIS J. MASEDA DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL RIVARD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT LESLIE SHELTON, MD DIRECTOR UNTIL FY2021, UMM HEALTHALLIANCE-CLINTON KIMBERLY GAIL WATSON EBB, MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. HOSPITAL, INC. Entity & EIN: UMass Memorial ACCOUNTABLE CARE ORGANIZATION, INC. #46-2871359 JOHN GREENWOOD PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JEANNE SHIRSHAC TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. FRANCIS W. SMITH CLERK, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ERIC W. DICKSON, MD CHAIRPERSON, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DOUGLAS S. BROWN DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. WILLIAM CORBETT, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JORDAN EISENSTOCK, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ROBERT FISHMAN DO, FACP DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MICHAEL GUSTAFSON, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. BARBARA KUPFER DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. LALITA MATTA, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ED MOORE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JENNIFER REIDY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. FRANCIS SWEENEY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. STEPHEN E. TOSI, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MATTHEW J. TRAINOR, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DEBRA TWEHOUS, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
Part VII Section A Various board titles - Part 1 of 4	GAIL ALLEN, ESQ. DIRECTOR UNTIL FY2021, CNEHA, INC. DIRECTOR UNTIL FY2021, UMM COMMUNITY HOSPITALS, INC. DIRECTOR UNTIL FY2021, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR UNTIL FY2021, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC. MICHAEL W. AMES DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT BABINEAU JR., MD PHYSICIAN DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. RICHARD BELLO, MD PHYSICIAN DIRECTOR, UMM MEDICAL GROUP, INC. EVAN BENJAMIN, MD DIRECTOR, UMM MEDICAL CENTER, INC. SHELDON BENJAMIN, MD DIRECTOR UNTIL FY2021, COMMUNITY HEALTHLINK, INC. DIRECTOR UNTIL FY2021, UMM BEHAVIORAL HEALTH SYSTEM, INC. DAVID L. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM REALTY, INC. RICHARD K. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. BRIAN BOUVIER DIRECTOR, MARLBOROUGH HOSPITAL LESLIE BOVENZI DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC PRESIDENT, CHAIRPERSON, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. PRESIDENT, CHAIRPERSON, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. SECRETARY, UMM MEDICAL CENTER, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, MARLBOROUGH HOSPITAL ALAN P. BROWN, MD PHYSICIAN, VICE CHAIR, ADLT PSY CLIN SVCS DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOHN BUDD DIRECTOR, UMM HEALTH VENTURES, INC. DANIEL CARLUCCI, MD DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL XIMENA M. CASTRO, MD PHYSICIAN DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. FERNANDO CATALINA, MD DIRECTOR UNTIL FY2021, CNEHA, INC. DIRECTOR UNTIL FY2021, UMM COMMUNITY HOSPITALS, INC. DIRECTOR UNTIL FY2021, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHARLES CAVAGNARO, MD CORP VP, CHIEF MEDICAL OFFICER DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, MARLBOROUGH HOSPITAL JENNIFER COLE ASSISTANT ASSISTANT, COMMUNITY HEALTHLINK, INC.
Part VII Section A Various board titles - Part 2 of 4	MICHAEL COLLINS, MD DIRECTOR, UMM MEDICAL CENTER, INC. BENJAMIN H. COLONERO JR. DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL WILLIAM CORBETT, MD SVP, COMMUNITY PRACTICES DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, CNEHA, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. FREDERICK G. CROCKER DIRECTOR, UMM HEALTH VENTURES, INC. MAUREEN CROTEAU EXECUTIVE ASST, PROJECT MGR SECRETARY, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. SECRETARY, COORDINATED PRIMARY CARE, INC. ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ASSISTANT SECRECTARY, CNEHA, INC. J. CHRISTOPHER CUTLER FACHE DIRECTOR, UMM MEDICAL GROUP, INC. EDWARD D'ALELIO DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC. ANN-MARIA D'AMBRA EXECUTIVE ASSISTANT ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL DIX F. DAVIS DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM REALTY, INC. THERESE DAY VP/CHIEF FINANCIAL OFFICER MED CENTER DIRECTOR, UMM HEALTH VENTURES, INC. ERIC W. DICKSON, MD PRESIDENT & CEO OF UMM HEALTH CARE, INC. & AFFILIATES CHAIRPERSON, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. DIRECTOR, UMM REALTY, INC. ELLEN DORIAN DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY GAIL WATSON EBB, MD PHYSICIAN DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JORDAN EISENSTOCK, MD PHYSICIAN DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. KIMBERLY EISENSTOCK, MD CHIEF, CLINICAL HOSPITAL MED DIRECTOR, MARLBOROUGH HOSPITAL KATHARINE BOLLAND ESHGHI SVP, GENERAL COUNSEL-PGL ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC. HOWARD FERRIS DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL ROBERT W. FINBERG, MD CLINICAL DEPARTMENT CHAIR DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC. WILLIAM FISHER DIRECTOR, MARLBOROUGH HOSPITAL ROBERT FISHMAN DO, FACP DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
Part VII Section A Various board titles - Part 3 of 4	TERENCE FLOTTE, MD DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. JOHN GLASSBURN ASSOC GEN'L COUNSEL-CORP/BUSIN SECRETARY, UMM COMMUNITY HOSPITALS, INC. SECRETARY, MARLBOROUGH HOSPITAL JOHN GOBRON DIRECTOR, MARLBOROUGH HOSPITAL AMY GRASSETTE DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. TAMMY GRAVEL DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN GREENWOOD SVP, POP HLTH & PRESIDENT, ACO PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ELVIRA GUARDIOLA DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL GUSTAFSON, MD PRESIDENT, UMM MEDICAL CENTER, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL GROUP, INC. CHANDRIKA JAIN, MD PRESIDENT OF MED STAFF DIRECTOR UNTIL FY2021, MARLBOROUGH HOSPITAL JOANNE JOHNSON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. MARK JOHNSON, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMM MEDICAL CENTER, INC. NANCY KANE DIRECTOR, UMM MEDICAL CENTER, INC. PAUL KANGAS CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC. JEAN KING, PHD DIRECTOR, UMM MEDICAL CENTER, INC. PETER KNOX DIRECTOR, UMM MEDICAL CENTER, INC. BARBARA KUPFER DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CHERYL LAPRIORE SVP, CHF OF STAFF &CHF MKTG OFC PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOSEPH G. LEANDRES DIRECTOR, MARLBOROUGH HOSPITAL JAMES LEARY VP GOV'T/COMMUNITY RELATIONS DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. BENCY LOUIDOR-PAULYNICE, MD PHYSICIAN DIRECTOR, UMM MEDICAL GROUP, INC. LATAMARA LUNDI PRESIDENT, COMMUNITY HEALTHLINK, INC PRESIDENT, COMMUNITY HEALTHLINK, INC MICHAEL MAHAN CHAIRPERSON, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. VICE CHAIRPERSON, DIRECTOR, CNEHA, INC. VICE CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. SUSAN MAILMAN DIRECTOR, UMM MEDICAL CENTER, INC. MARY E. MALONEY, MD PHYSICIAN DIRECTOR, UMM MEDICAL GROUP, INC. DONATA MARTIN DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LUIS J. MASEDA DIRECTOR, CNEHA, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LALITA MATTA, MD MARLBORO CHIEF MEDICAL OFFICER DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. STEVEN MCCUE CFO OF HEALTHALLIANCE-CLINTON HOSP ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. WILLIAM MCGRAIL ESQ. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIANE MCKEE, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. CYNTHIA M. MCMULLEN ED.D. DIRECTOR UNTIL FY2021, COMMUNITY HEALTHLINK, INC. DIRECTOR UNTIL FY2021, UMM BEHAVIORAL HEALTH SYSTEM, INC. JEAN MCMURRAY DIRECTOR, UMM MEDICAL CENTER, INC. SERGIO MELGAR EXEC VP, CFO TREASURER, DIRECTOR, COMMUNITY HEALTHLINK, INC. TREASURER, CNEHA, INC. TREASURER, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. TREASURER, COORDINATED PRIMARY CARE, INC. TREASURER, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. TREASURER, UMM HEALTH VENTURES, INC. TREASURER, MARLBOROUGH HOSPITAL TREASURER, UMM MEDICAL CENTER, INC. TREASURER, UMM REALTY, INC. TREASURER, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JEFFREY N. METZMAKER, MD PHYSICIAN DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC. RENEE MIKITARIAN-BRADLEY AVP REAL ESTATE PRESIDENT, DIRECTOR, UMM REALTY, INC. ANN K. MOLLOY VICE-CHAIRPERSON, DIRECTOR, MARLBOROUGH HOSPITAL ED MOORE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MICHAEL D. MURPHY CHAIRPERSON, MARLBOROUGH HOSPITAL DIRECTOR, UMM COMMUNITY HOSPITALS, INC. UMM MEDICAL CENTER, INC. (ex officio without vote) DOMINIC NOMPLEGGI, MD CHIEF, GASTROENTEROLOGY DIRECTOR UNTIL FY2021, UMM MEDICAL GROUP, INC. JIM NOTARO DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. MICHAEL F.O'BRIEN DIRECTOR, UMM MEDICAL CENTER, INC. WILLIAM H. O'BRIEN EXEC DIR, UMMBHS SECRETARY UNTIL FY2021, UMM BEHAVIORAL HEALTH SYSTEM, INC. BHALCHANDRA PARULKAR, MD DIRECTOR, MARLBOROUGH HOSPITAL ROBERT J. PAULHUS JR. CHAIRPERSON, DIRECTOR, CNEHA, INC. INTERIM CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. UMM MEDICAL CENTER, INC. (ex officio without vote) RAYMOND PAWLICKI DIRECTOR, UMM MEDICAL CENTER, INC. PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL KEITH REARDON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JENNIFER REIDY, MD CHIEF, PALLIATIVE MEDICINE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. GERARD P. RICHER DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, MARLBOROUGH HOSPITAL MICHAEL RIVARD DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. STEVEN ROACH CEO OF CNEHA, INC. & MARLBOROUGH HOSPITAL PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL PRESIDENT, DIRECTOR, CNEHA, Inc. PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. PRESIDENT, DIRECTOR, COORDINATED PRIMARY CARE, INC. PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM HEALTH VENTURES, INC. UMM COMMUNITY HOSPITALS, INC. (ex officio without vote) KIMBERLY ROBINSON, MD DIRECTOR, MARLBOROUGH HOSPITAL MAX ROSEN, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMM MEDICAL GROUP, INC. SHLOMIT SCHAAL, MD CLINICAL DEPARTMENT CHAIR PRESIDENT, UMM MEDICAL GROUP, INC. PAULETTE SEYMOUR-ROUTE PH.D. NURSING PROF PRACT SPEC DIRECTOR UNTIL FY2021, UMM MEDICAL CENTER, INC. VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL JOHN SHEA, ESQ. CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. UMM MEDICAL CENTER, INC. (ex officio without vote) ROBERT LESLIE SHELTON, MD DIRECTOR UNTIL FY2021, CNEHA, INC. DIRECTOR UNTIL FY2021, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JEANNE SHIRSHAC VP, HEALTH POLICY/PUBLIC PROG TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. RICHARD SIEGRIST CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC
Part VII Section A Various board titles - Part 4 of 4	FRANCIS W. SMITH AVP, ASSOC GENERAL COUNSEL-PGL SECRETARY, CNEHA,INC SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SECRETARY, UMM MEDICAL GROUP, INC. SECRETARY, UMM REALTY, INC. SECRETARY, UMM BEHAVIORAL HEALTH SYSTEM, INC. CLERK, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CLERK, COMMUNITY HEALTHLINK, INC. CLERK, UMM HEALTH VENTURES, INC. CELESTE STRAIGHT, MD PHYSICIAN DIRECTOR, UMM MEDICAL GROUP, INC. MICHELE STREETER EXEC VP/COO UMMMG TREASURER, UMM MEDICAL GROUP, INC. FRANCIS SWEENEY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ROSEMARY THOMSEN DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM MEDICAL CENTER, INC. STEPHEN E. TOSI, MD CHIEF PHYSICIAN EXECUTIVE UNTIL FY2021 PRESIDENT UNTIL FY2021, UMM MEDICAL GROUP, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MATTHEW J. TRAINOR, MD PHYSICIAN DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DEBRA TWEHOUS, MD PHYSICIAN DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DAVID WALTON DIRECTOR, MARLBOROUGH HOSPITAL JACK WILSON, PHD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. KIMBERLY YONKERS, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. VALERIE ZOLEZZI-WYNDHAM DIRECTOR, UMM MEDICAL GROUP, INC.
Form 990, Part VI, Line 15a CEO/Executive Director paid by related organization	Eric W. Dickson, MD is President and CEO of UMass Memorial Health Care, Inc. and Affiliates, which includes all entities in this Group 990. As top management official, he is paid by UMass Memorial Health Care, Inc. (Parent), a related organization.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Quinsigamond Realty LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 BELMONT ST	AddressLine1Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Field	Value	IRS element (for citing)
EIN	384005487	EIN
Primary Activities	Real Estate	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Total Income	$2,240,329	TotalIncomeAmt
End Of Year Assets	$23,012,380	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	UMass Memorial Health Ventures Inc	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
UMass Memorial Health Care Inc (Parent)
306 Belmont Street	Worcester	MA	01604	043358566	Management of Healthcare System	MA	501(c)(3)	Type III-FI	na	false
UMass Memorial Health - Harrington Inc
100 South Street	Southbridge	MA	01550	800518491	Health Services	MA	501(c)(3)	10	UMass Memorial Community Hospitals Inc	Yes (true)
UMass Memorial Health - Harrington Hospital Inc
100 South Street	Southbridge	MA	01550	042103577	Hospital	MA	501(c)(3)	3	UMass Memorial Health - Harrington Inc	false
Harrington Physician Services Inc
100 South Street	Southbridge	MA	01550	134366504	Health Services	MA	501(c)(3)	Type II	UMass Memorial Health - Harrington Inc	false
HEALTHALLIANCE REALTY CORPORATION
60 HOSPITAL ROAD	LEOMINSTER	MA	01473	042560754	REAL ESTATE MANAGEMENT	MA	501(c)(2)		NA	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
Umass Memorial MRI of Marlborough LLC
157 Union Street	Marlborough	MA	01752	202293995	Magnetic resonance imaging	MA	Marlborough Hospital	Related	$285,713	$350,946	false	false	0.6
Umass Memorial HealthAlliance MRI Center LLC
60 Hospital Road	Leominster	MA	01453	043561571	Magnetic resonance imaging	MA	NA	Related	$636,146	$1,030,989	false	false	0.6

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Memorial Office Condomium Trust	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 Belmont Street	AddressLine1Txt
Address Line2	Worcester	AddressLine2Txt
City	Worcester	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Field	Value	IRS element (for citing)
EIN	046616900	EIN
Primary Activities	Condominium association	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	UMass Memorial Realty Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	Trust	EntityTypeTxt
Share Of Total Income	$157,625	ShareOfTotalIncomeAmt
Share Of EOY Assets	$289,298	ShareOfEOYAssetsAmt
Ownership	0.6109	OwnershipPct
Controlled Organization	Yes (true)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	Yes (true)	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Umass Memorial HealthAlliance MRI Center LLC
F	$840,000	Fair value
Umass Memorial MRI of Marlborough LLC
F	$435,000	Fair value
UMass Memorial Health - Harrington Inc
B	$74,259,397	Fair value
UMass Memorial Health - Harrington Inc
C	$74,259,397	Fair value
Memorial Office Condomium Trust
K	$157,307	Fair value