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

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 04-3358566)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-12
IRS object ID: 202222249349300307
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 F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-12T07:00:23-05:00	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	043358566	EIN

Business Name BusinessName

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

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

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	$458,153,591	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.ummhealth.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1998	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	To support, develop and coordinate an integrated health care delivery system that includes multiple health care facilities and providers. To receive in trust, from whatever source, and administer gifts and grants, whether restricted or for a specific purpose. To promote services and programs that are charitable, scientific or educational and that address the physical and mental needs of the community at large, provided the corporation shall operate exclusively for the benefit of the Medical Center and other charitable organizations or hospitals that are under common control.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	1871	TotalEmployeeCnt
Total Volunteers	23	TotalVolunteersCnt
Total Gross UBI	$325,736	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$322,165	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,681,548	PYContributionsGrantsAmt
CY Contributions Grants	$9,753,485	CYContributionsGrantsAmt
PY Program Service Revenue	$395,910,708	PYProgramServiceRevenueAmt
CY Program Service Revenue	$413,391,767	CYProgramServiceRevenueAmt
PY Investment Income	$12,466,235	PYInvestmentIncomeAmt
CY Investment Income	$34,489,679	CYInvestmentIncomeAmt
PY Other Revenue	$185,508	PYOtherRevenueAmt
CY Other Revenue	$255,125	CYOtherRevenueAmt
PY Total Revenue	$410,243,999	PYTotalRevenueAmt
CY Total Revenue	$457,890,056	CYTotalRevenueAmt
PY Grants And Similar Paid	$337,953	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,641,191	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$179,224,262	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$223,626,197	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,252,524	CYTotalFundraisingExpenseAmt
PY Other Expenses	$218,924,637	PYOtherExpensesAmt
CY Other Expenses	$221,538,674	CYOtherExpensesAmt
PY Total Expenses	$398,486,852	PYTotalExpensesAmt
CY Total Expenses	$446,806,062	CYTotalExpensesAmt
PY Revenues Less Expenses	$11,757,147	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$11,083,994	CYRevenuesLessExpensesAmt
Total Assets BOY	$909,920,912	TotalAssetsBOYAmt
Total Assets EOY	$1,470,153,319	TotalAssetsEOYAmt
Total Liabilities BOY	$654,246,254	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,022,716,819	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$255,674,658	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$447,436,500	NetAssetsOrFundBalancesEOYAmt
Mission	UMASS MEMORIAL HEALTH CARE, INC. IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICES, TEACHING AND RESEARCH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$428,586,759	ExpenseAmt
Grant	$1,641,191	GrantAmt
Revenue	$413,391,767	RevenueAmt
Desc	TO SUPPORT THE ADVANCEMENT OF THE KNOWLEDGE, EDUCATION, AND RESEARCH AND THE PRACTICE OF HEALTH CARE RELATED SERVICES THROUGH THE OVERSIGHT OF UMASS MEMORIAL HEALTH CARE OPERATIONS AND THE EFFICIENT DELIVERY OF SUPPORT SERVICES.	Desc
Total Program Service Expenses	$428,586,759	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	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	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	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	Yes (true)	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	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	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	326	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1871	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
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	19	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	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	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	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 (56 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
ERIC W DICKSON MD
PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.	40.0	5.0	Yes (X)	Yes (X)	$2,339,823	$0	$442,959
RICHARD SIEGRIST
CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
DAVID L BENNETT
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
EDWARD D'ALELIO
DIRECTOR UNTIL FY2021, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
ELVIRA GUARDIOLA
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
EVAN BENJAMIN MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
JEAN KING PHD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
JEAN MCMURRAY
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
LESLIE BOVENZI
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
LYNDA M YOUNG MD
VICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
MARK JOHNSON MD
DIRECTOR, UMM HEALTH CARE, INC.	5.0	28.0	Yes (X)		$0	$1,022,090	$126,437
MICHAEL COLLINS MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
MICHAEL O'BRIEN
DIRECTOR, UMM HEALTH CARE, INC.	1.0	0	Yes (X)		$0	$0	$0
NANCY KANE
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PAULETTE SEYMOUR-ROUTE PHD
DIRECTOR UNTIL FY2021, UMM HEALTH CARE, INC.	5.0	40.0	Yes (X)		$0	$67,322	$8,166
PETER KNOX
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
RAYMOND PAWLICKI
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
RICHARD K BENNETT
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
ROBERT W FINBERG MD
DIRECTOR UNTIL FY2021, UMM HEALTH CARE, INC.	5.0	20.0	Yes (X)		$0	$914,335	$92,823
ROSEMARY THOMSEN
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
SUSAN MAILMAN
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
TERENCE FLOTTE MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
DOUGLAS S BROWN
SECRETARY, UMM HEALTH CARE, INC.	40.0	5.0		Yes (X)	$1,065,825	$0	$210,757
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM HEALTH CARE, INC.	40.0	5.0		Yes (X)	$596,642	$0	$139,144
SERGIO MELGAR
EVP/CFO/Treasurer, UMM Health Care, Inc. Officer	40.0	5.0		Yes (X)	$1,272,094	$0	$251,090
ALICE A SHAKMAN
SVP, CLINICAL SVCS	5.0	40.0			$0	$406,009	$96,606	Yes (X)
ANDREW KARSON MD
SVP, CMO-UMMMC	5.0	40.0			$0	$688,663	$140,934	Yes (X)
BART METZGER
SVP, CHIEF HR OFFICER	40.0	5.0			$666,014	$0	$105,545	Yes (X)
CHERYL LAPRIORE
SVP, CHF OF STAFF &CHF MKTG OFC	40.0	5.0			$544,313	$0	$147,677	Yes (X)
DIANNA J CAFFARENA
SVP, AMBULATORY SVCS	5.0	40.0			$0	$306,580	$34,666	Yes (X)
ERIC J ALPER MD
SVP CQO & CHF INFORMATICS OFF	40.0	5.0			$593,656	$0	$142,159	Yes (X)
JACK W BAILEY
SVP, CLINICAL SVCS	5.0	40.0			$0	$357,341	$69,128	Yes (X)
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	5.0	40.0			$0	$381,768	$112,464	Yes (X)
JOHN GREENWOOD
SVP, POP HLTH & PRESIDENT, ACO	5.0	40.0			$0	$469,258	$139,989	Yes (X)
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	40.0	5.0			$438,141	$0	$104,971	Yes (X)
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	40.0	5.0			$496,315	$0	$76,135	Yes (X)
JUSTIN PRECOURT
SVP, PATIENT CARE SVCS & CNO	5.0	40.0			$0	$527,123	$83,852	Yes (X)
KATHLEEN DRISCOLL
SVP, CHIEF PHILANTHROPHY OFC	40.0	5.0			$360,301	$0	$31,941	Yes (X)
LATAMARA LUNDI
PRESIDENT, COMMUNITY HEALTHLINK, INC.	5.0	40.0			$0	$221,680	$17,838	Yes (X)
MICHAEL GUSTAFSON MD
PRESIDENT, MEDICAL CENTER	5.0	40.0			$0	$1,238,032	$198,888	Yes (X)
MICHELE STREETER
EXEC VP/COO UMMMG	5.0	40.0			$0	$685,871	$172,430	Yes (X)
ROBERT FELDMANN
SVP UNTIL FY2021, FINANCE/CORPORATE CONTROLLER	40.0	5.0			$522,861	$0	$123,818	Yes (X)
STEPHEN E TOSI MD
CHIEF PHYSICIAN EXECUTIVE	5.0	40.0			$0	$1,077,736	$142,002	Yes (X)
STEVEN ROACH
PRESIDENT, CNEHA, Inc. & MARLBOROUGH HOSPITAL	5.0	40.0			$0	$640,804	$128,516	Yes (X)
THERESE DAY
VP/CHIEF FINANCIAL OFFICER MED CENTER	5.0	40.0			$0	$487,302	$123,422	Yes (X)
WILLIAM CORBETT MD
SVP, COMMUNITY PRACTICES	5.0	40.0			$0	$668,409	$155,540	Yes (X)
ALAN R WESTON
VP, HUMAN RESOURCES	40.0	0			$416,421	$0	$87,261		Yes (X)
CATHERINE M ROSSI
VP HEALTH SYSTEM CONTRACTING	40.0	0			$372,022	$0	$95,098		Yes (X)
JUDY A LAROCHE
VP FINANCE/ASST TREASURER	40.0	0			$356,747	$0	$107,535		Yes (X)
ROBIN L SODANO
VP, INFORMATION SYSTEMS	40.0	0			$413,960	$0	$103,259		Yes (X)
TOD G WIESMAN
VP, OPD,CHIEF LEARNING OFFICER	40.0	0			$366,705	$0	$100,535		Yes (X)
BARBARA FISHER
FORMER KEY EE, SVP UNTIL 9/25/19, OPERATIONS (UMMMC)	0.0	0.0			$0	$316,250	$30,000			Yes (X)
DANA SWENSON
FORMER KEY EMPLOYEE UNTIL FY2020	0.0	0.0			$274,755	$0	$62,062			Yes (X)
DEBORAH WEYMOUTH
FORMER PRESIDENT UNTIL 9/27/19, HEALTHALLIANCE-CLINTON HOSPITAL	0.0	0.0			$0	$297,898	$43,573			Yes (X)
LISA COLOMBO
FORMER KEY EMPLOYEE UNTIL 1/2018	0.0	0.0			$104,728	$0	$0			Yes (X)
PATRICK MULDOON
FORMER KEY EMPLOYEE UNTIL 1/2018	0.0	0.0			$0	$1,421,276	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$11,201,323	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$12,195,747	TotReportableCompRltdOrgAmt
Total Other Compensation	$4,249,220	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	337	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
CROTHALL HLTHCARE INC
13028 COLLECTION CENTER DRIVE	CHICAGO	IL	60693	Clinical Engineering Services	$17,018,655
EPIC HOSTING LLC
MAIN BIN 88065	MILWAUKEE	WI	532880065	Software Maintenance Services	$8,000,817
VIZIENT INC
290 E JOHN CARPENTER FREEWAY	IRVING	TX	75062	Supply Chain Services	$5,883,360
ERNST & YOUNG LLP
P O BOX 5152	BOSTON	MA	022065152	Consulting Services	$4,405,299
NTT DATA SVCS LLC
MAIN LOCKBOX 677956	DALLAS	TX	752677956	Consulting and Outsourcing Services	$2,271,180

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	116	CntrctRcvdGreaterThan100KCnt
Fundraising	$181,580	FundraisingAmt
Government Grants	$8,192,414	GovernmentGrantsAmt
All Other Contributions	$1,379,491	AllOtherContributionsAmt
Noncash Contributions	$2,982	NoncashContributionsAmt
Total Contributions	$9,753,485	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
System allocation premium	622110	$355,144,214	$355,144,214
Professional liability revenue	622110	$30,462,336	$30,462,336
Workers compensation premium	622110	$10,783,643	$10,783,643
General insurance premium	622110	$2,953,891	$2,953,891
Other program service revenue	622110	$14,047,683	$14,047,683

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

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)
Total Program Service Revenue	$413,391,767	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,489,679	TotalRevenueColumnAmt
Unrelated Business Revenue	$325,736	UnrelatedBusinessRevenueAmt
Exclusion	$34,163,943	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$0	OtherAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$518,660	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$181,580	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$263,535	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$255,125	TotalRevenueColumnAmt
Exclusion	$255,125	ExclusionAmt

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	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$457,890,056	TotalRevenueColumnAmt
Related Or Exempt Func Income	$413,391,767	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$325,736	UnrelatedBusinessRevenueAmt
Exclusion	$34,419,068	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,620,818	TotalAmt
Program Services	$1,620,818	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$20,373	TotalAmt
Program Services	$20,373	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$11,258,462	TotalAmt
Program Services	$11,258,462	ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$156,933	TotalAmt
Program Services	$156,933	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$147,543,692	TotalAmt
Program Services	$137,460,744	ProgramServicesAmt
Management And General	$8,767,675	ManagementAndGeneralAmt
Fundraising	$1,315,273	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$14,120,507	TotalAmt
Program Services	$14,120,507	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$39,700,819	TotalAmt
Program Services	$38,097,239	ProgramServicesAmt
Management And General	$1,116,947	ManagementAndGeneralAmt
Fundraising	$486,633	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,845,784	TotalAmt
Program Services	$10,845,784	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,085,840	TotalAmt
Program Services	$2,063,462	ProgramServicesAmt
Management And General	$22,378	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,258,388	TotalAmt
Management And General	$1,258,388	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,595,194	TotalAmt
Management And General	$1,595,194	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$61,161,157	TotalAmt
Program Services	$59,650,119	ProgramServicesAmt
Management And General	$1,402,831	ManagementAndGeneralAmt
Fundraising	$108,207	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,080,126	TotalAmt
Program Services	$3,842,344	ProgramServicesAmt
Management And General	$237,782	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,438,364	TotalAmt
Program Services	$7,454,249	ProgramServicesAmt
Management And General	$835,273	ManagementAndGeneralAmt
Fundraising	$148,842	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$61,771,682	TotalAmt
Program Services	$61,603,826	ProgramServicesAmt
Fundraising	$167,856	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,056,183	TotalAmt
Program Services	$9,717,863	ProgramServicesAmt
Management And General	$327,427	ManagementAndGeneralAmt
Fundraising	$10,893	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$315,588	TotalAmt
Management And General	$315,135	ManagementAndGeneralAmt
Fundraising	$453	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$47,180	TotalAmt
Management And General	$46,480	ManagementAndGeneralAmt
Fundraising	$700	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,499,857	TotalAmt
Program Services	$4,499,857	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$32,145,106	TotalAmt
Program Services	$32,120,551	ProgramServicesAmt
Management And General	$18,033	ManagementAndGeneralAmt
Fundraising	$6,522	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$33,727,635	TotalAmt
Program Services	$33,704,409	ProgramServicesAmt
Management And General	$23,226	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Other taxes	$320,556	$320,556
Other expenses	$35,818	$28,663	$10	$7,145

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$446,806,062	TotalAmt
Program Services	$428,586,759	ProgramServicesAmt
Management And General	$15,966,779	ManagementAndGeneralAmt
Fundraising	$2,252,524	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$37,314,895	BOYAmt
EOY	$152,787,820	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$189,611,170	BOYAmt
EOY	$124,900,723	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$564,296	BOYAmt
EOY	$336,199	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,766,700	BOYAmt
EOY	$1,809,055	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	$251,250	BOYAmt
EOY	$14,022,975	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$38,789,805	BOYAmt
EOY	$41,027,537	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$308,422,196	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$124,069,181	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$203,099,375	BOYAmt
EOY	$184,353,015	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$67,753,271	BOYAmt
EOY	$64,228,285	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$302,984,396	BOYAmt
EOY	$418,822,252	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$66,785,754	BOYAmt
EOY	$467,865,458	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$909,920,912	BOYAmt
EOY	$1,470,153,319	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$59,143,462	BOYAmt
EOY	$77,588,412	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$92,452	BOYAmt
EOY	$143,669	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$91,757,105	BOYAmt
EOY	$444,691,913	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
EOY	$3,148,512	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	$8,721,762	BOYAmt
EOY	$82,973,237	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$494,531,473	BOYAmt
EOY	$414,171,076	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$654,246,254	BOYAmt
EOY	$1,022,716,819	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	$192,417,450	BOYAmt
EOY	$377,057,688	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$63,257,208	BOYAmt
EOY	$70,378,812	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$255,674,658	BOYAmt
EOY	$447,436,500	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$909,920,912	BOYAmt
EOY	$1,470,153,319	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$11,083,994	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$37,199,766	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$143,478,082	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)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	7	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (7 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
UMass Memorial Medical Center Inc
043358564	3	Yes (true)	$255,303,709	$0
Marlborough Hospital
042104693	3	Yes (true)	$12,811,072	$0
UMass Memorial HealthAlliance-Clinton Hospital Inc
042103555	3	Yes (true)	$30,295,400	$0
UMass Memorial Medical Group Inc
042911067	9	Yes (true)	$85,103,280	$0
Community HealthLink Inc
042626179	7	Yes (true)	$334,438	$0
Central New England HealthAlliance Inc
043172496	7	Yes (true)	$6,550	$0
HealthAlliance Home Health and Hospice Inc
042932308	9	Yes (true)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	7	SupportedOrganizationsTotalCnt
Support Sum	$383,854,449	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	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

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (true)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (true)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (true)	SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

Field	Value	IRS element (for citing)
Parent Supported Org	Yes (X)	ParentSupportedOrgInd
Appoint Elect Majority Officer	Yes (true)	AppointElectMajorityOfficerInd
Exercise Direction Policies	Yes (true)	ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies	THE ORGANIZATIONS SUPPORTED HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES, AS WELL AS IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS. THE SUPPORTING ORGANIZATIONS PARTICIPATE ON THE INVESTMENT COMMITTEE TO DIRECT THE INVESTMENTS OF THE UMASS MEMORIAL INVESTMENT PARTNERSHIP, IN WHICH THE SUPPORTING ORGANIZATION'S FUNDS ARE INVESTED.
Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee	THE PARENT ORGANIZATION HAS THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF THE OFFICERS, DIRECTORS, OR TRUSTEES OF EACH SUPPORTED ORGANIZATION.
Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities	THE ORGANIZATION EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS THROUGH THE DIRECTION OF THE OFFICERS AND DIRECTORS OF THE SUPPORTED ORGANIZATIONS. THERE ARE RESERVED POWERS OF THE PARENT OVER ITS SUBSIDIARIES FOR SIGNIFICANT CORPORATE ACTIONS RELATED TO SUCH ITEMS AS AGREEMENTS TO SELL ASSETS, MERGERS, CAPITAL AND OPERATING BUDGETS, LOAN AGREEMENTS, ELECTION OF THE PRESIDENT, CHANGES TO ARTICLES OF ORGANIZATION/BYLAWS, ADOPTION OF STRATEGIC PLAN, ETC.

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	$99,835	OtherActivitiesAmt
Total Lobbying Expenditures	$99,835	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 percentage of lobbying expenses included in membership dues paid to the following associations: Coalition to Protect America's Health Care $78,750 America's Essential Hospitals $18,203 Professional Liability Foundation, LTD $2,700 Worcester Regional Chamber of Commerce $182 Total $99,835	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	$50,634,682	BeginningYearBalanceAmt
Contributions	$95,183	ContributionsAmt
Investment Earnings Or Losses	$9,706,687	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,709,834	OtherExpendituresAmt
End Year Balance	$57,726,718	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$49,104,824	BeginningYearBalanceAmt
Contributions	$95,486	ContributionsAmt
Investment Earnings Or Losses	$2,689,545	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,255,173	OtherExpendituresAmt
End Year Balance	$50,634,682	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$48,384,545	BeginningYearBalanceAmt
Contributions	$66,231	ContributionsAmt
Investment Earnings Or Losses	$1,664,022	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,009,974	OtherExpendituresAmt
End Year Balance	$49,104,824	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$47,869,272	BeginningYearBalanceAmt
Contributions	$656,633	ContributionsAmt
Investment Earnings Or Losses	$2,338,097	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,479,457	OtherExpendituresAmt
End Year Balance	$48,384,545	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$46,909,090	BeginningYearBalanceAmt
Contributions	$10,239	ContributionsAmt
Investment Earnings Or Losses	$4,215,185	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,265,242	OtherExpendituresAmt
End Year Balance	$47,869,272	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.48	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.52	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,849,412	OtherCostOrOtherBasisAmt
Depreciation	$18,825,399	DepreciationAmt
Book Value	$10,024,013	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$279,572,784	OtherCostOrOtherBasisAmt
Depreciation	$105,243,782	DepreciationAmt
Book Value	$174,329,002	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$184,353,015	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$2,743,192	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Investment in captive insurance company	$120,000	C
Units in investment partnership	$415,959,060	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$418,822,252	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
Due from related parties	$467,067,911
Beneficial interest	$759,869
Other assets	$37,678

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$467,865,458	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
Due to related parties	$35,149,094
Outstanding loss and self insured reserves	$40,577,869
Other liabilities	$44,760,246
Accrued pension & postretirement obligations	$293,683,867

Field	Value	IRS element (for citing)
Total Liability	$414,171,076	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part IV, Line 2b Explanation of escrow agreement	UMASS MEMORIAL MEDICAL CENTER, INC. HAS A CUSTODIAL ACCOUNT OF $3,148,512 RELATED TO CAPITAL ACCUMULATION ACCOUNTS FOR EXECUTIVES. THESE FUNDS ARE PAID OUT ACCORDING TO THE VESTING DATES SELECTED BY THE EXECUTIVES (MINIMUM OF TWO YEARS).
Schedule D, Part V, Line 4 Intended uses of endowment funds	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 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 F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	1	1	Conducting board meetings,Accounting	$153,882
Central America and the Caribbean	0	0	Investments	$120,000
Central America and the Caribbean	0	0	Program Services	$18,179,584	Insurance claims
Central America and the Caribbean	0	0	Program Services	$28,693,657	Insurance premiums

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$47,147,123	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$47,147,123	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Winter Ball	Event1Nm
Gross Receipts Event1	$645,180	GrossReceiptsEvent1Amt
Charitable Contri Event1	$181,580	CharitableContriEvent1Amt
Gross Revenue Event1	$463,600	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$205,063	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$15,231	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$18,466	OtherDirectExpensesEvent1Amt
Event2	Tee Up for Tots	Event2Nm
Gross Receipts Event2	$21,385	GrossReceiptsEvent2Amt
Gross Revenue Event2	$21,385	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$7,335	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$10,880	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$300	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$33,675	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$33,675	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$2,640	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$2,940	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$680	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$700,240	GrossReceiptsTotalAmt
Charitable Contributions Tot	$181,580	CharitableContributionsTotAmt
Gross Revenue Total Events	$518,660	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$215,038	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$29,051	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$19,446	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$263,535	DirectExpenseSummaryEventsAmt
Net Income Summary	$255,125	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (13 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	Address Line2USAddress/AddressLine2Txt
City of Worcester
455 Main Street	Worcester	MA	01608	046001418	City of Worcester	$1,123,000	$0	N/A	N/A	1. Donation to establish Worcester Health Equity Fund
UMass Chan Medical School
55 Lake Ave N	Worcester	MA	01655	043167352	501 (C)(1)	$137,444	$0	N/A	N/A	2. Promote the career development of junior faculty
Community Legal Aid Inc
405 Main Street	Worcester	MA	01608	042446242	501 (c)(3)	$60,000	$0	N/A	N/A	3. Support Medical Legal Partnership between Umass Memorial & Community Legal Aid
UMass Memorial Foundation Inc The
333 South Street	Shrewsbury	MA	01545	043108190	501 (c)(3)	$25,000	$0	N/A	N/A	4. Support Cancer
Regional Environmental Council Inc
PO Box 255	Worcester	MA	01613	046364350	501 (c)(3)	$25,000	$0	N/A	N/A	5. Support to address food insecurity
Worcester Common Ground Inc
5 Piedmont Street	Worcester	MA	01610	222976657	501 (c)(3)	$15,000	$0	N/A	N/A	6. Support to address food insecurity
Marlborough Hospital
57 Union Street	Marlborough	MA	01752	042104693	501 (c)(3)	$15,000	$0	N/A	N/A	7. Transfer to related organization for golf tournament
HealthAlliance-Clinton Hospital
60 Hospital Road	Leominster	MA	01453	042103555	501 (c)(3)	$12,000	$0	N/A	N/A	8. Transfer to related organization for golf tournament
The Francis Ouimet Scholarship Fund Inc
300 Arnold Palmer Boulevard	Norton	MA	02766	042234126	501 (c)(3)	$10,000	$0	N/A	N/A	9. Support Youth Employment & Education Tuition Awards
VNA Care Network Inc
120 Thomas Street	Worcester	MA	016081280	042103825	501 (c)(3)	$10,000	$0	N/A	N/A	10. Support for Home Health and Hospice - Worcester Benefit Salute to Nurses
The Health Foundation Fund Inc
446 Main Street	Worcester	MA	01608	043521743	501 (c)(3)	$10,000	$0	N/A	N/A	11. Support Worcester's Redevelopment	20th Floor
Worcester Art Museum
55 Salisbury Street	Worcester	MA	01609	041988530	501 (c)(3)	$10,000	$0	N/A	N/A	12. Support Business Partner Membership at Sponsor Level
Worcester State Foundation Inc
486 Chandler Street	Worcester	MA	01602	223248067	501 (c)(3)	$10,000	$0	N/A	N/A	13. Support our COVID19 testing, education and outreach program at Worcester State University

Field	Value	IRS element (for citing)
Total501c3 Org	13	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	EMERGENCY ASSISTANCE SUPPORT FOR EMPLOYEES (EASE). Eligible employees can receive an EASE grant for up to $1,500 to lessen the financial burden caused by an unplanned emergency.	GrantTypeTxt
Recipient	15	RecipientCnt
Cash Grant	$20,373	CashGrantAmt
Valuation Method Used	Book	ValuationMethodUsedDesc

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	AT REASONABLE INTERVALS, RE-EVALUATION OF THE GRANTS WILL OCCUR TO ENSURE THAT THE ARRANGEMENTS ARE EXPECTED TO CONTINUE TO SATISFY THE STANDARD SET FORTH.	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 (37 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
ERIC W DICKSON MD
PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.	$1,350,402	$0	$845,021	$0	$144,400	$0	$388,466	$0	$54,493	$0	$2,782,782	$0	$143,644	$0
ROBERT W FINBERG MD
DIRECTOR UNTIL FY2021, UMM HEALTH CARE, INC.	$0	$310,574	$0	$119,878	$0	$483,883	$0	$45,902	$0	$46,921	$0	$1,007,158	$0	$467,040
MARK JOHNSON MD
DIRECTOR, UMM HEALTH CARE, INC.	$0	$984,930	$0	$37,160	$0	$0	$0	$14,250	$0	$112,187	$0	$1,148,527	$0	$0
DOUGLAS S BROWN
SECRETARY, UMM HEALTH CARE, INC.	$654,347	$0	$322,340	$0	$89,138	$0	$179,037	$0	$31,720	$0	$1,276,582	$0	$70,832	$0
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM HEALTH CARE, INC.	$424,370	$0	$132,893	$0	$39,379	$0	$110,797	$0	$28,347	$0	$735,786	$0	$39,379	$0
SERGIO MELGAR
EVP/CFO/Treasurer, UMM Health Care, Inc. Officer	$779,466	$0	$385,976	$0	$106,652	$0	$208,494	$0	$42,596	$0	$1,523,184	$0	$87,152	$0
LISA COLOMBO
FORMER KEY EMPLOYEE UNTIL 1/2018	$0	$0	$0	$0	$104,728	$0	$0	$0	$0	$0	$104,728	$0	$104,728	$0
BARBARA FISHER
FORMER KEY EE, SVP UNTIL 9/25/19, OPERATIONS (UMMMC)	$0	$0	$0	$0	$0	$316,250	$0	$29,731	$0	$269	$0	$346,250	$0	$29,774
DANA SWENSON
FORMER KEY EMPLOYEE UNTIL FY2020	$114,911	$0	$55,883	$0	$103,961	$0	$50,308	$0	$11,754	$0	$336,817	$0	$98,340	$0
DEBORAH WEYMOUTH
FORMER PRESIDENT UNTIL 9/27/19, HEALTHALLIANCE-CLINTON HOSPITAL	$0	$0	$0	$0	$0	$297,898	$0	$37,164	$0	$6,409	$0	$341,471	$0	$38,974
PATRICK MULDOON
FORMER KEY EMPLOYEE UNTIL 1/2018	$0	$0	$0	$0	$0	$1,421,276	$0	$0	$0	$0	$0	$1,421,276	$0	$1,421,276
JACK W BAILEY
SVP, CLINICAL SVCS	$0	$271,403	$0	$85,938	$0	$0	$0	$39,822	$0	$29,306	$0	$426,469	$0	$0
WILLIAM CORBETT MD
SVP, COMMUNITY PRACTICES	$0	$444,829	$0	$151,143	$0	$72,437	$0	$118,455	$0	$37,085	$0	$823,949	$0	$47,260
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	$0	$268,585	$0	$86,450	$0	$26,733	$0	$80,040	$0	$32,424	$0	$494,232	$0	$26,733
THERESE DAY
VP/CHIEF FINANCIAL OFFICER MED CENTER	$0	$339,973	$0	$107,218	$0	$40,111	$0	$91,196	$0	$32,226	$0	$610,724	$0	$40,111
ROBERT FELDMANN
SVP UNTIL FY2021, FINANCE/CORPORATE CONTROLLER	$303,082	$0	$102,323	$0	$117,456	$0	$93,686	$0	$30,132	$0	$646,679	$0	$97,956	$0
JOHN GREENWOOD
SVP, POP HLTH & PRESIDENT, ACO	$0	$332,048	$0	$104,767	$0	$32,443	$0	$111,341	$0	$28,648	$0	$609,247	$0	$32,443
MICHAEL GUSTAFSON MD
PRESIDENT, MEDICAL CENTER	$0	$823,260	$0	$378,065	$0	$36,707	$0	$164,546	$0	$34,342	$0	$1,436,920	$0	$36,707
ANDREW KARSON MD
SVP, CMO-UMMMC	$0	$461,787	$0	$181,685	$0	$45,191	$0	$91,856	$0	$49,078	$0	$829,597	$0	$25,691
CHERYL LAPRIORE
SVP, CHF OF STAFF &CHF MKTG OFC	$380,396	$0	$121,202	$0	$42,715	$0	$118,993	$0	$28,684	$0	$691,990	$0	$42,715	$0
LATAMARA LUNDI
PRESIDENT, COMMUNITY HEALTHLINK, INC.	$0	$215,430	$0	$6,250	$0	$0	$0	$2,056	$0	$15,782	$0	$239,518	$0	$0
BART METZGER
SVP, CHIEF HR OFFICER	$436,201	$0	$138,899	$0	$90,914	$0	$74,843	$0	$30,702	$0	$771,559	$0	$85,514	$0
JUSTIN PRECOURT
SVP, PATIENT CARE SVCS & CNO	$0	$370,923	$0	$152,500	$0	$3,700	$0	$41,744	$0	$42,108	$0	$610,975	$0	$0
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	$255,446	$0	$81,244	$0	$159,625	$0	$41,305	$0	$34,830	$0	$572,450	$0	$159,625	$0
STEVEN ROACH
PRESIDENT, CNEHA, Inc. & MARLBOROUGH HOSPITAL	$0	$457,696	$0	$142,461	$0	$40,647	$0	$98,902	$0	$29,614	$0	$769,320	$0	$40,647
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	$319,149	$0	$100,412	$0	$18,580	$0	$74,619	$0	$30,352	$0	$543,112	$0	$18,580	$0
ALICE A SHAKMAN
SVP, CLINICAL SVCS	$0	$283,977	$0	$88,439	$0	$33,593	$0	$81,613	$0	$14,993	$0	$502,615	$0	$33,593
MICHELE STREETER
EXEC VP/COO UMMMG	$0	$442,980	$0	$215,183	$0	$27,708	$0	$140,069	$0	$32,361	$0	$858,301	$0	$27,708
STEPHEN E TOSI MD
CHIEF PHYSICIAN EXECUTIVE	$0	$660,594	$0	$334,703	$0	$82,439	$0	$103,087	$0	$38,915	$0	$1,219,738	$0	$63,893
DIANNA J CAFFARENA
SVP, AMBULATORY SVCS	$0	$246,893	$0	$59,687	$0	$0	$0	$30,731	$0	$3,935	$0	$341,246	$0	$0
ERIC J ALPER MD
SVP CQO & CHF INFORMATICS OFF	$427,708	$0	$113,996	$0	$51,952	$0	$95,416	$0	$46,743	$0	$735,815	$0	$32,452	$0
KATHLEEN DRISCOLL
SVP, CHIEF PHILANTHROPHY OFC	$296,707	$0	$63,594	$0	$0	$0	$31,033	$0	$908	$0	$392,242	$0	$0	$0
CATHERINE M ROSSI
VP HEALTH SYSTEM CONTRACTING	$282,988	$0	$71,531	$0	$17,503	$0	$65,661	$0	$29,437	$0	$467,120	$0	$17,503	$0
ROBIN L SODANO
VP, INFORMATION SYSTEMS	$310,137	$0	$78,031	$0	$25,792	$0	$76,165	$0	$27,094	$0	$517,219	$0	$25,792	$0
ALAN R WESTON
VP, HUMAN RESOURCES	$292,996	$0	$74,417	$0	$49,008	$0	$51,544	$0	$35,717	$0	$503,682	$0	$49,008	$0
TOD G WIESMAN
VP, OPD,CHIEF LEARNING OFFICER	$280,808	$0	$72,296	$0	$13,601	$0	$58,817	$0	$41,718	$0	$467,240	$0	$13,601	$0
JUDY A LAROCHE
VP FINANCE/ASST TREASURER	$270,674	$0	$70,252	$0	$15,821	$0	$68,105	$0	$39,430	$0	$464,282	$0	$15,821	$0

Supplemental Information Detail SupplementalInformationDetail (4 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 DICKSON, ERIC W., MD $143,644 FINBERG, ROBERT W., MD $467,040 MELGAR, SERGIO $87,152 SUBTOTAL OFF, DIR, TRUSTEES $808,047 KEY EMPLOYEES: ALPER, MD, ERIC J $32,452 FELDMANN, ROBERT $97,956 LAPRIORE, CHERYL M. $42,715 METZGER, BART $85,514 RANDOLPH, JOHN T. $159,625 CORBETT, WILLIAM, MD $47,260 CYR, JAMES P. $26,733 KARSON, ANDREW $25,691 SHAKMAN, ALICE $33,593 DAY, THERESE $40,111 GREENWOOD, JOHN $32,443 GUSTAFSON, MD, MICHAEL $36,707 ROACH, STEVEN $40,647 STREETER, MICHELE $27,708 TOSI, STEPHEN E., MD $63,893 SALZBERG, JOHN R. $18,580 SUBTOTAL KEY EMPLOYEES $811,628 FORMER: COLOMBO, LISA $104,728 SWENSON, DANA E. $98,340 FISHER, BARBARA $29,774 MULDOON, PATRICK $1,421,276 WEYMOUTH, DEBORAH $38,974 SUBTOTAL FORMER $1,693,092 PARENT TOP 5 HIGHEST PAID: WESTON, ALAN R. $49,008 SODANO, ROBIN L. $25,792 ROSSI, CATHERINE M. $17,503 WIESMAN, TOD G. $13,601 LAROCHE, JUDY A. $15,821 SUBTOTAL TOP 5 HIGHEST PAID $121,725 TOTAL $3,434,492 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): KEY EMPLOYEES: DRISCOLL, KATHLEEN BAILEY, JACK W. CAFFARENA, DIANNA J. PRECOURT, JUSTIN
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 the UMass Chan Medical School - University of Massachusetts, an unrelated entity for tax purposes.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	043431814	000000000	2016-12-07	$125,000,000	Series J/Master Lease: purchase and implement new electronic medical record and billing system	false	false	false
Massachusetts Development Finance Agency
B	043431814	000000000	2017-03-28	$25,725,000	Series F: to refund (reissue) bonds originally issued 5/22/2009 and reissued 5/21/2015	false	false	false
Massachusetts Development Finance Agency
C	043431814	57584XKB6	2016-02-02	$194,086,349	Series I: to current refund of bonds issued 12/9/1998 and 8/18/2005; supporting various acquisitions	false	false	false
Massachusetts Development Finance Agency
D	043431814	57584XF63	2017-02-01	$56,751,941	Series K: to refund (reissue) bonds orig. issued 5/22/2009 & reissued 5/21/2015; reimburse equip	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$45,209,223	$0	$125,085,627	$0	$0	$0	$341,000	$0	$0	$124,744,627	$0	$0	2017	false	false	Yes (true)	Yes (true)
B	$4,660,000	$0	$25,725,000	$0	$0	$0	$0	$0	$0	$0	$25,725,000	$0		Yes (true)	false	Yes (true)	Yes (true)
C	$14,210,000	$0	$194,856,159	$0	$0	$0	$2,529,172	$0	$0	$61,969,810	$130,357,177	$0	2019	Yes (true)	false	Yes (true)	Yes (true)
D	$0	$0	$56,926,833	$0	$0	$0	$1,026,941	$0	$0	$30,174,892	$25,725,000	$0	2018	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	false	Yes (true)
B	false	false	false	false	false	false	Yes (true)
C	false	false	false	false	false	false	Yes (true)
D	false	false	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	Yes (true)	false	false	Yes (true)	false	false	false	Yes (true)
B	false	Yes (true)	false	false	Yes (true)	false	false	false	Yes (true)
C	false	Yes (true)	false	false	false	false	false	false	Yes (true)
D	false	Yes (true)	false	false	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part II, Line 3 ALL	DIFFERENCES BETWEEN THE ISSUE PRICE (PART I COLUMN (E)) AND TOTAL PROCEEDS (PART II LINE 3) ARE DUE TO INVESTMENT EARNINGS.
Schedule K, Part II, Line 6 BONDS ISSUED 12/27/2017	UNTIL THE REPORTING FOR 9/30/22 (AND THEREAFTER), THE ISSUE PRICE (PART I COLUMN (E) WILL NOT AGREE TO TOTAL EXPENDITURES (PART II, LINES 6-12) DUE TO THE SPECIFIC ACCOUNTING USED FOR THE REFUNDING ESCROW.
Schedule K, Part IV, Line 6 BONDS ISSUED 12/27/2017	SUCH AMOUNTS WERE APPROPRIATELY YIELD RESTRICTED.

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	57584YAH2	CUSIPNum
Bond Issued	2017-12-27	BondIssuedDt
Issue Price	$118,297,225	IssuePriceAmt
Purpose	Series L: to advance refund bonds issued 8/10/2011; reimburse capital costs of equip & other costs	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	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$121,004,570	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$1,549,482	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$92,707,345	CapitalExpendituresAmt
Other Spent Proceeds	$26,747,743	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2021	SubstantialCompletionYr
Refunding Tax Exempt Bonds	false	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	Yes (true)	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	Yes (true)	RebateNotDueYetInd
Exception To Rebate	false	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 (8 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Substantial Contributor
Substantial Contributor	$17,018,655	Independent Contractor Arrangement, donation of $50,000	false
Substantial Contributor
Substantial Contributor	$10,896,018	Independent Contractor Arrangement, donation of $9,500	false
Substantial Contributor
Substantial Contributor	$5,883,360	Independent Contractor Arrangement, donation of $5,000	false
Substantial Contributor
Substantial Contributor	$4,405,299	Independent Contractor Arrangement, donation of $5,000	false
Substantial Contributor
Substantial Contributor	$3,091,736	Independent Contractor Arrangement, donation of $50,000	false
Substantial Contributor
Substantial Contributor	$581,595	Independent Contractor Arrangement, donation of $10,000	false
Substantial Contributor
Substantial Contributor	$263,196	Independent Contractor Arrangement, donation of $5,000	false
Substantial Contributor
Substantial Contributor	$149,561	Independent Contractor Arrangement, donation of $7,500	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE CHANCELLOR OF THE UMASS CHAN MEDICAL SCHOOL HAS CONTROL OVER 4 TRUSTEE SEATS OF THE ORGANIZATION.
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 ORGANIZATION DOCUMENTS 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 CEO and Senior Executives 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 CEO and key personnel. The Compensation Committee voted and approved the CEO's compensation at their annual meeting in March 2021. All other key personnel 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 2019 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 IX, Line 11g Other Fees	Clinical Engineering Services - Total Expense: 15443874, Program Service Expense: 15443874, Management and General Expenses: , Fundraising Expenses: ; Billing, collection and transcription services - Total Expense: 9971807, Program Service Expense: 9971807, Management and General Expenses: , Fundraising Expenses: ; Purchasing management services - Total Expense: 4258351, Program Service Expense: 4258351, Management and General Expenses: , Fundraising Expenses: ; Other fees for services - Total Expense: 31487125, Program Service Expense: 29976087, Management and General Expenses: 1402831, Fundraising Expenses: 108207; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Transfers (to) from related parties - -1048417; Transfers to unrestricted - revenue - 35231; Transfers to unrestricted - expenditures - -3130600; Nonoperating net pension periodic cost and other pension-related changes - XXX-XX-XXXX; Change in Wachusett liability - -411581;
Form 990, Part VII, Section A ex officio members without vote	MICHAEL D. MURPHY ROBERT J. PAULHUS, JR. JOHN SHEA, ESQ.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 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
Central New England HealthAlliance Inc
60 Hospital Road	Leominster	MA	01453	043172496	Health Services	MA	501(c)(3)	7	UMass Memorial Community Hospitals Inc	false
Community Healthlink Inc
72 Jaques Avenue	Worcester	MA	01610	042626179	Health Services	MA	501(c)(3)	7	UMass Memorial Behavioral Health System Inc	false
Coordinated Primary Care Inc
60 Hospital Road	Leominster	MA	01453	043210002	Health Services	MA	501(c)(3)	10	na	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 (fka Harrington Healthcare System)	false
HealthAlliance Home Health and Hospice Inc
25 Tucker Road	Leominster	MA	01453	042932308	Health Services	MA	501(c)(3)	10	Central New England HealthAlliance Inc	false
Marlborough Hospital
157 Union Street	Marlborough	MA	01752	042104693	Hospital	MA	501(c)(3)	3	UMass Memorial Community Hospitals Inc	false
UMass Memorial Accountable Care Organization Inc
306 Belmont Street	Worcester	MA	01604	462871359	Health Services	MA	501(c)(3)	10	UMass Memorial Health Care Inc (Parent)	Yes (true)
UMass Memorial Behavioral Health System Inc
306 Belmont Street	Worcester	MA	01604	043374724	Health Services	MA	501(c)(3)	10	UMass Memorial Health Care Inc (Parent)	Yes (true)
UMass Memorial Community Hospitals Inc
306 Belmont Street	Worcester	MA	01604	043296271	Health Services	MA	501(c)(3)	Type III-FI	UMass Memorial Health Care Inc (Parent)	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 (fka Harrington Healthcare System)	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	false
UMass Memorial Health Care Inc (Group Return)
306 Belmont Street	Worcester	MA	01604	912155626	Health Services	MA	501(c)(3)	3	UMass Memorial Health Care Inc (Parent)	Yes (true)
UMass Memorial Health Ventures Inc
306 Belmont Street	Worcester	MA	01604	222605679	Health Services	MA	501(c)(3)	7	UMass Memorial Health Care Inc (Parent)	Yes (true)
UMass Memorial HealthAlliance-Clinton Hospital Inc
60 Hospital Road	Leominster	MA	01453	042103555	Hospital	MA	501(c)(3)	3	Central New England HealthAlliance Inc	false
UMass Memorial Medical Center Inc
306 Belmont Street	Worcester	MA	01604	043358564	Hospital	MA	501(c)(3)	3	UMass Memorial Health Care Inc (Parent)	Yes (true)
UMass Memorial Medical Group Inc
306 Belmont Street	Worcester	MA	01604	042911067	Health Services	MA	501(c)(3)	10	UMass Memorial Health Care Inc (Parent)	Yes (true)
UMass Memorial Realty Inc
306 Belmont Street	Worcester	MA	01604	042805630	Real Estate	MA	501(c)(3)	Type III-FI	UMass Memorial Health Care Inc (Parent)	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 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	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
UMass Memorial Investment Partnership LLP
306 Belmont Street	Worcester	MA	01604	043530755	Investment management	MA	UMass Memorial Health Care Inc	Excluded	$32,170,545	$375,715,528	false	$323,165	Yes (true)	0.6558
Umass Memorial MRI of Marlborough LLC
157 Union Street	Marlborough	MA	01752	202293995	Magnetic resonance imaging	MA	NA	N/A
Umass Memorial HealthAlliance MRI Center LLC
60 Hospital Road	Leominster	MA	01453	043561571	Magnetic resonance imaging	MA	NA	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd
Commonwealth Professional Assurance Co LTD
980226143	Captive insurance company	CJ	UMass Memorial Health Care Inc	C Corporation	$0	$174,186,772	1	Yes (true)
Memorial Office Condomium Trust
046616900	Condominium association		NA	Trust					306 Belmont Street	Worcester	Worcester	MA	01604	MA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	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	false	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 (20 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Commonwealth Professional Assurance Co LTD
M	$28,693,657	Fair value
Commonwealth Professional Assurance Co LTD
L	$18,179,584	Fair value
Commonwealth Professional Assurance Co LTD
S	$6,147,410	Fair value
UMass Memorial Accountable Care Organization Inc
M	$387,054	Fair value
UMass Memorial Accountable Care Organization Inc
L	$1,582,085	Fair value
UMass Memorial Accountable Care Organization Inc
R	$135,029	Fair value
UMass Memorial Health Ventures Inc
L	$182,963	Fair value
UMass Memorial Health Ventures Inc
S	$12,000,000	Fair value
UMass Memorial Medical Center Inc
A	$2,398,622	Fair value
UMass Memorial Medical Center Inc
D	$343,953,772	Fair value
UMass Memorial Medical Center Inc
M	$210,095	Fair value
UMass Memorial Medical Center Inc
L	$267,051,082	Fair value
UMass Memorial Medical Center Inc
S	$25,981,285	Fair value
UMass Memorial Medical Center Inc
R	$6,101,725	Fair value
UMass Memorial Medical Group Inc
M	$3,039,302	Fair value
UMass Memorial Medical Group Inc
L	$88,085,137	Fair value
UMass Memorial Medical Group Inc
S	$23,109,321	Fair value
UMass Memorial Medical Group Inc
R	$4,383,914	Fair value
UMass Memorial Realty Inc
K	$10,047,651	Fair value
UMass Memorial Realty Inc
L	$329,878	Fair value