UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-14
- IRS object ID
- 202502269349301705
- Schema version
- 2023v6.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-14T09:43:35+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | 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 | 701 13th St NW Suite 852 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | 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 | 100 Front St Suite 200 | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sergio Melgar | PersonNm |
| Person Title | EVP/CFO/Treasurer | PersonTitleTxt |
| Phone | 5083340530 | PhoneNum |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steve Lenivy | PreparerPersonNm |
| PTIN | P01635350 | PTIN |
| Phone | 2026245555 | PhoneNum |
| Preparation | 2025-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | 100 Front St Suite 200 | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,163,612,249 | GrossReceiptsAmt |
| Group Return For Affiliates | Yes (true) | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (true) | AllAffiliatesIncludedInd |
| Group Exemption | 3642 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | 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 | 207 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 111 | VotingMembersIndependentCnt |
| Total Employee | 18228 | TotalEmployeeCnt |
| Total Volunteers | 673 | TotalVolunteersCnt |
| Total Gross UBI | $2,583,767 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $82,770,597 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,694,008 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,625,854,158 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,089,390,552 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,912,643 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,483,743 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,425,932 | PYOtherRevenueAmt |
| CY Other Revenue | $15,150,206 | CYOtherRevenueAmt |
| PY Total Revenue | $3,733,963,330 | PYTotalRevenueAmt |
| CY Total Revenue | $4,157,718,509 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,190,694 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,239,314 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,728,543,373 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,846,787,145 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,815,426 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,842,650,455 | PYOtherExpensesAmt |
| CY Other Expenses | $2,253,544,285 | CYOtherExpensesAmt |
| PY Total Expenses | $3,580,384,522 | PYTotalExpensesAmt |
| CY Total Expenses | $4,109,570,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $153,578,808 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $48,147,765 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,005,123,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,219,973,915 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,002,664,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,423,798,427 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,002,458,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $796,175,488 | 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 | $2,341,451,425 | ExpenseAmt |
| Grant | $2,025,042 | GrantAmt |
| Revenue | $2,875,962,496 | 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 2024 KEY STATISTICS - TOTAL DISCHARGES: 40,203 TOTAL SURGICAL & ENDOSCOPY CASES: 53,718 TOTAL ER VISITS: 137,107 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $769,520,904 | ExpenseAmt |
| Grant | $7,117,500 | GrantAmt |
| Revenue | $601,188,367 | 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 | $327,553,570 | ExpenseAmt |
| Grant | $78,972 | GrantAmt |
| Revenue | $209,134,616 | 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 Program Service Expenses | $3,758,518,892 | 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 | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | 432 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18228 | 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 | 207 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 111 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 | 100 FRONT ST SUITE 200 | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (158 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW KARSON MD | ||||||||||
| PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC. | 40.0 | 5.0 | Yes (X) | Yes (X) | $1,047,779 | $0 | $174,130 | |||
| ANN K MOLLOY | ||||||||||
| VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHARLES CAVAGNARO MD | ||||||||||
| INTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS | 40.0 | 0 | Yes (X) | Yes (X) | $563,109 | $0 | $19,097 | |||
| DOUGLAS S BROWN | ||||||||||
| SECRETARY UNTIL 9/2024, UMM MEDICAL CENTER, INC., OFFICER & DIRECTOR VARIOUS | 5.0 | 40.0 | Yes (X) | Yes (X) | $0 | $1,472,173 | $242,010 | |||
| EDWARD MOORE | ||||||||||
| PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS | 40.0 | 5.0 | Yes (X) | Yes (X) | $842,348 | $0 | $54,292 | |||
| ELVIRA GUARDIOLA | ||||||||||
| VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ERIC W DICKSON MD | ||||||||||
| PRESIDENT & CEO, UMMHC, INC. & AFFILIATES, DIRECTOR VARIOUS | 5.0 | 40.0 | Yes (X) | Yes (X) | $0 | $3,438,759 | $476,577 | |||
| GERALDINE VAUGHAN | ||||||||||
| TREASURER, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS | 40.0 | 5.0 | Yes (X) | Yes (X) | $583,785 | $0 | $70,709 | |||
| GORDON BENSON | ||||||||||
| PRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VARIOUS | 40.0 | 5.0 | Yes (X) | Yes (X) | $178,072 | $0 | $35,843 | |||
| HAROLD R LEMIEUX | ||||||||||
| PRESIDENT, DIRECTOR, UMM REALTY, INC. | 40.0 | 0 | Yes (X) | Yes (X) | $367,585 | $0 | $47,840 | |||
| JAMES WADDICK | ||||||||||
| CHAIRPERSON, DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JODY ANDERSON | ||||||||||
| PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. | 40.0 | 0 | Yes (X) | Yes (X) | $162,919 | $0 | $1,258 | |||
| JOHN GREENWOOD | ||||||||||
| PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 40.0 | 5.0 | Yes (X) | Yes (X) | $625,236 | $0 | $131,677 | |||
| 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 CENTER, INC., DIRECTOR VARIOUS | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| 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. | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J PAULHUS JR | ||||||||||
| 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 | $1,815,312 | $90,645 | |||
| STEVEN ROACH | ||||||||||
| PRESIDENT, DIRECTOR UNTIL 9/2024., CNEHA, INC. & MARLBOROUGH HOSP., OFF. & DIR. VARIOUS | 40.0 | 5.0 | Yes (X) | Yes (X) | $865,155 | $0 | $130,313 | |||
| MICHAEL D MURPHY | ||||||||||
| CHAIRPERSON, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ALAN P BROWN MD | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS | 20.0 | 0 | Yes (X) | $164,355 | $0 | $45,979 | ||||
| AMY GRASSETTE | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY J DETARANDO | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL 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 | ||||
| BETH K MAZYCK MD | ||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSP. , INC., DIRECTOR VARIOUS | 40.0 | 0 | Yes (X) | $273,644 | $0 | $56,480 | ||||
| BRIAN BOUVIER | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL LAPRIORE | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER HENDRY | ||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER MARSHALL MD | ||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | 40.0 | 0 | Yes (X) | $603,226 | $0 | $65,468 | ||||
| DAVID L BENNETT | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC., Director various | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| DEBORAH BOYD | ||||||||||
| VICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| DEBRA TWEHOUS | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 40.0 | 0 | Yes (X) | $251,494 | $0 | $56,140 | ||||
| DIANE MCKEE MD | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| DONATA MARTIN | ||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN DORIAN | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| EVAN BENJAMIN MD | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCESCO AIELLO MD | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 28.0 | 0 | Yes (X) | $467,566 | $0 | $91,077 | ||||
| FRANCIS SWEENEY | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK POWERS MD | ||||||||||
| DIRECTOR HARRINGTON PHYSICIAN SERVICES, 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 | ||||
| GORDON LEWIS | ||||||||||
| DIRECTOR, UMM COMMUNITY HOSPITALS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY MIRHEI | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JACK WILSON | ||||||||||
| DIRECTOR, UMM COMMUNITY HOSPITALS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES FAUST MD | ||||||||||
| DIRECTOR UNTIL 9/2024, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES LEARY | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS | 5.0 | 40.0 | Yes (X) | $0 | $383,436 | $89,541 | ||||
| JEAN KING PHD | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEAN MCMURRAY | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOUS | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF THOMPSON | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER REIDY MD | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 40.0 | 0 | Yes (X) | $234,184 | $0 | $54,837 | ||||
| JOAHD TOURE | ||||||||||
| DIRECTOR, UMM COMMUNITY HOSPITALS, INC. | 40.0 | 5.0 | Yes (X) | $498,841 | $0 | $19,538 | ||||
| JOANNE JOHNSON | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN FERNANDES | ||||||||||
| DIRECTOR, UMM COMMUNITY HOSPITALS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN GOBRON | ||||||||||
| DIRECTOR UNTIL 9/2024, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN M MCGLONE | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN TOUSSAINT MD | ||||||||||
| PRESIDENT, DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JORDAN EISENSTOCK MD | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 1.0 | 0 | Yes (X) | $5,052 | $0 | $443 | ||||
| JOSE DINGUI | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH G LEANDRES | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH TENNYSON | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 40.0 | 0 | Yes (X) | $353,316 | $0 | $73,840 | ||||
| JOSEPHINE FOWLER MD | ||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | 40.0 | 0 | Yes (X) | $258,819 | $0 | $44,831 | ||||
| KARYN POLITO | ||||||||||
| DIRECTOR, UMM HEALTH VENTURES, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN CHARETTE | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN CORREIA | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH REARDON | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KEN SNYDER | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN MCNAMARA | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN SCHULMAN | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY GAIL WATSON EBB MD | ||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS | 40.0 | 0 | Yes (X) | $478,054 | $0 | $58,987 | ||||
| KIMBERLY ROBINSON MD | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY SALMON | ||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY YONKERS | ||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various | 20.0 | 0 | Yes (X) | $323,720 | $0 | $60,276 | ||||
| KIMIYOSHI KOBAYASHI MD | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 40.0 | 0 | Yes (X) | $599,395 | $0 | $102,635 | ||||
| LALITA MATTA MD | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 1.0 | 0 | Yes (X) | $47,536 | $0 | $0 | ||||
| LESLIE BOVENZI | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LISA COLOMBO | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LUCY XENOPHON | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| LUIS J MASEDA | ||||||||||
| DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| LUIZ THOMAZ | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK HALLETT | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK PALMERINO | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW TRAINOR MD | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 40.0 | 0 | Yes (X) | $390,010 | $0 | $61,439 | ||||
| MATTHEW ZANGHI MD | ||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various | 40.0 | 0 | Yes (X) | $206,987 | $0 | $47,709 | ||||
| MAX ROSEN MD | ||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | 25.0 | 0 | Yes (X) | $526,901 | $0 | $34,167 | ||||
| MICHAEL COLLINS MD | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL ENGEL | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOUS | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL F O'BRIEN | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL W AMES | ||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE L O'ROURKE DNPRN CCRN | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS | 40.0 | 0 | Yes (X) | $342,807 | $0 | $56,433 | ||||
| MITCHELL SOKOLOFF MD | ||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | 1.0 | 0 | Yes (X) | $790,352 | $0 | $76,905 | ||||
| NANCY KANE | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| NAOMI SLEEPER | ||||||||||
| DIRECTOR, UMM HEALTH VENTURES, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| NATALIE SNYDER DMD | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| NATALIE STANLEY DMD | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| PETER MIOTTO MD | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| PETER WARD | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP E PURCELL | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| RACHEL LOPEZ | ||||||||||
| DIRECTOR UNTIL 9/2024, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| RANDALL V BECKER | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| RAYMOND PAWLICKI | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD K BENNETT | ||||||||||
| DIRECTOR UNTIL 9/2024, UMM MEDICAL CENTER, INC. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD SIEGRIST | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT BABINEAU JR MD | ||||||||||
| DIRECTOR UNTIL 9/2024, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various | 40.0 | 0 | Yes (X) | $132,804 | $0 | $15,956 | ||||
| ROBERT FISHMAN DO FACP | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ROSEMARY THOMSEN | ||||||||||
| DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SARAI RIVERA | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| SEAN ROSE | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE SHORTELL | ||||||||||
| DIRECTOR, CATALYSIS, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN KERRIGAN | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 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 MASTRODOMENICO | ||||||||||
| DIRECTOR, UMM HEALTH VENTURES, INC. | 40.0 | 5.0 | Yes (X) | $618,371 | $0 | $126,610 | ||||
| THOMAS JOHNSON MD | ||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| VALERIE ZOLEZZI-WYNDHAM | ||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| VIBHA SHARMA MD | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | 40.0 | 0 | Yes (X) | $157,683 | $0 | $40,677 | ||||
| WILLIAM FISCHER | ||||||||||
| 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 | ||||
| CELESTE STRAIGHT | ||||||||||
| CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. | 40.0 | 0 | Yes (X) | $326,746 | $0 | $125,966 | ||||
| DIANE FRONCKIEWICZ | ||||||||||
| SECRETARY, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | 40.0 | 0 | Yes (X) | $179,815 | $0 | $37,623 | ||||
| FRANCIS W SMITH | ||||||||||
| SECRETARY, UMM MEDICAL GROUP, INC., OFFICER VARIOUS | 5.0 | 40.0 | Yes (X) | $0 | $358,638 | $72,283 | ||||
| JEANNE SHIRSHAC | ||||||||||
| TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 5.0 | 40.0 | Yes (X) | $0 | $418,135 | $84,057 | ||||
| JOHN GLASSBURN | ||||||||||
| SECRETARY, UMM COMMUNITY HOSPITALS, INC., OFFICER VARIOUS | 5.0 | 40.0 | Yes (X) | $0 | $257,796 | $53,468 | ||||
| JUSTIN PRECOURT | ||||||||||
| SVP, PATIENT CARE SVCS & CNO | 40.0 | 5.0 | Yes (X) | $860,914 | $0 | $119,767 | ||||
| MAUREEN CROTEAU | ||||||||||
| ASSISTANT SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS | 40.0 | 0 | Yes (X) | $84,798 | $0 | $0 | ||||
| MELLISA ROSSI | ||||||||||
| ASSISTANT SECRETARY, UMM HARRINGTON HOSPITAL INC. OFFICER VARIOUS | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| SARA K MANGANELLI | ||||||||||
| ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL | 40.0 | 0 | Yes (X) | $23,336 | $0 | $426 | ||||
| STEVEN MCCUE | ||||||||||
| ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. | 40.0 | 0 | Yes (X) | $437,048 | $0 | $62,955 | ||||
| TAMMY HANEY | ||||||||||
| ASSISTANT CLERK UNTIL 9/2024, COMMUNITY HEALTHLINK, INC. | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ALICE A SHAKMAN | ||||||||||
| SVP, CLINICAL SVCS | 40.0 | 5.0 | $459,222 | $0 | $80,633 | Yes (X) | ||||
| BRIAN HUGGINS | ||||||||||
| SVP FINANCE/CORPORATE CONTROLLER | 5.0 | 40.0 | $0 | $494,716 | $67,650 | Yes (X) | ||||
| CATHERINE ROSSI | ||||||||||
| SVP HEALTH SYSTEM CONTRACTING | 5.0 | 40.0 | $0 | $523,448 | $98,338 | Yes (X) | ||||
| DIANNA J CAFFARENA | ||||||||||
| SVP, AMBULATORY SVCS | 40.0 | 5.0 | $531,746 | $0 | $66,666 | Yes (X) | ||||
| ERIC J ALPER MD | ||||||||||
| SVP CQO & CHF INFORMATICS OFF | 5.0 | 40.0 | $0 | $805,013 | $149,151 | Yes (X) | ||||
| JOHN T RANDOLPH | ||||||||||
| VP, CHIEF CORPORATE COMPLIANCE | 5.0 | 40.0 | $0 | $407,405 | $71,531 | Yes (X) | ||||
| KATHLEEN DRISCOLL | ||||||||||
| SVP, CHIEF PHILANTHROPHY OFC | 5.0 | 40.0 | $0 | $636,426 | $55,147 | Yes (X) | ||||
| ROBIN L SODANO | ||||||||||
| SVP, INFORMATION SYSTEMS | 5.0 | 40.0 | $0 | $748,860 | $116,054 | Yes (X) | ||||
| TOD WIESMAN | ||||||||||
| SVP CHIEF HR OFFICER | 5.0 | 40.0 | $0 | $677,305 | $109,160 | Yes (X) | ||||
| VICTORIA MCCANDLESS | ||||||||||
| VP SYS CEO COMM OFC/ASSOC COS | 5.0 | 40.0 | $0 | $425,278 | $49,430 | Yes (X) | ||||
| ARNO S SUNGARIAN | ||||||||||
| PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP | 40.0 | 0 | $1,331,291 | $0 | $130,757 | Yes (X) | ||||
| DEMETRIUS LITWIN MD | ||||||||||
| PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP | 28.0 | 0 | $933,321 | $0 | $145,813 | Yes (X) | ||||
| JENNIFER WALKER | ||||||||||
| DIVISION CHIEF | 40.0 | 0 | $932,931 | $0 | $54,360 | Yes (X) | ||||
| KATHARINE BOLLAND ESHGHI | ||||||||||
| SVP GENERAL COUNSEL-PGL | 5.0 | 40.0 | $0 | $871,851 | $147,111 | Yes (X) | ||||
| MUSTAFA AKYUREK MD | ||||||||||
| PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP | 40.0 | 0 | $880,156 | $0 | $84,167 | Yes (X) | ||||
| BART METZGER | ||||||||||
| FORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022 | 0 | 0.0 | $0 | $391,038 | $28 | Yes (X) | ||||
| JACK W BAILEY | ||||||||||
| SVP, CLINICAL SVCS UNTIL 9/2023 | 0.0 | 0 | $536,732 | $0 | $42,933 | Yes (X) | ||||
| JAMES P CYR | ||||||||||
| FORMER KEY EMPLOYEE UNTIL FY2024 | 0.0 | 0 | $613,041 | $0 | $70,451 | Yes (X) | ||||
| JOHN BRONHARD | ||||||||||
| FORMER OFFICER UNTIL 10/1/18 | 0.0 | 0 | $433,133 | $0 | $42,420 | Yes (X) | ||||
| JOHN R SALZBERG | ||||||||||
| FORMER SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/2023 | 0 | 0.0 | $0 | $468,686 | $79,944 | Yes (X) | ||||
| KIMBERLY EISENSTOCK MD | ||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2023 | 0.0 | 0 | $347,385 | $0 | $65,329 | Yes (X) | ||||
| LATAMARA LUNDI | ||||||||||
| PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023 | 0 | 0.0 | $0 | $495,409 | $47,375 | Yes (X) | ||||
| MARK JOHNSON MD | ||||||||||
| FORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC. | 0.0 | 0 | $1,035,521 | $0 | $54,020 | Yes (X) | ||||
| MICHAEL GUSTAFSON MD | ||||||||||
| FORMER PRESIDENT, UMM MEDICAL CENTER, INC. UNTIL 9/2023, DIRECTOR VARIOUS | 0.0 | 0 | $2,606,895 | $0 | $197,211 | Yes (X) | ||||
| RICARDO A BELLO | ||||||||||
| FORMER DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC. | 0.0 | 0 | $363,043 | $0 | $29,553 | Yes (X) | ||||
| SHLOMIT SCHAAL MD | ||||||||||
| PRESIDENT, DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC. | 0.0 | 0 | $161,255 | $0 | $17,775 | Yes (X) | ||||
| STEPHEN TOSI | ||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | 0.0 | 0 | $617,721 | $0 | $53,521 | Yes (X) | ||||
| WILLIAM CORBETT MD | ||||||||||
| Director Until 9/2023, UMM HealthAlliance-Clinton Hosp. , Inc., Director various | 0.0 | 0 | $595,409 | $0 | $60,947 | Yes (X) | ||||
| XIMENA M CASTRO MD | ||||||||||
| FORMER DIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various | 0.0 | 0 | $371,518 | $0 | $15,538 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $27,624,082 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,089,684 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,513,917 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4215 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VAYA WORKFORCE SOLUTIONS LLC | ||||||
| 5930 Cornerstone Court West | Suite 300 | San Diego | CA | 92121 | Staffing Services | $102,349,144 |
| SODEXO INC AFFILIATES | ||||||
| PO BOX 360170 | Pittsburgh | PA | 15251 | Food Management Services | $13,147,835 | |
| CROTHALL HLTHCARE INC | ||||||
| 13028 COLLECTION CENTER DRIVE | Chicago | IL | 60693 | Clinical Engineering Services | $8,016,406 | |
| VPNE PARKING SOLUTIONS LLC | ||||||
| 350 Lincoln Street Suite 1111 | Hingham | MA | 02043 | Parking & Transportation Services | $4,982,332 | |
| LAWRENCE ANESTHESIA SEVICES | ||||||
| PO Box 637443 | Cincinnati | OH | 452637443 | Anesthesia Services | $4,301,557 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 191 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $202,835 | FundraisingAmt |
| Related Organizations | $34,500 | RelatedOrganizationsAmt |
| Government Grants | $36,591,135 | GovernmentGrantsAmt |
| All Other Contributions | $1,865,538 | AllOtherContributionsAmt |
| Noncash Contributions | $52,164 | NoncashContributionsAmt |
| Total Contributions | $38,694,008 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Net Patient Service Revenue | 622110 | $3,550,073,760 | $3,549,672,954 | $400,806 | $0 |
| Contract Revenue | 622110 | $103,765,862 | $103,765,862 | $0 | $0 |
| All other program service revenue | 622110 | $21,320,916 | $19,399,296 | $1,921,620 | $0 |
| Joint Venture Income | 622110 | $25,225,075 | $24,964,108 | $260,967 | $0 |
| Medicaid Supplemental Funds | 622110 | $389,004,939 | $389,004,939 | $0 | $0 |
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 | $4,089,390,552 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,483,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $374 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,483,369 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| 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 |
Royalties Revenue RoyaltiesRevenueGrp
| 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,329,658 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,799,183 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,530,475 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,530,475 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,530,475 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| 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) |
|---|---|---|
| Fundraising Gross Income | $52,836 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $202,835 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $94,557 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,721 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$41,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| 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) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| 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 |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Cafeteria Income | 722514 | $8,424,221 | $8,424,221 |
| Parking revenue | 812930 | $5,237,231 | $5,237,231 |
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 | $13,661,452 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,157,718,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,086,807,159 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,583,767 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,633,575 | 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 | $9,197,509 | TotalAmt |
| Program Services | $9,197,509 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,805 | TotalAmt |
| Program Services | $41,805 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,141,210 | TotalAmt |
| Program Services | $16,729,568 | ProgramServicesAmt |
| Management And General | $2,411,642 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,074,639 | TotalAmt |
| Program Services | $433,596 | ProgramServicesAmt |
| Management And General | $3,641,043 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,408,568,868 | TotalAmt |
| Program Services | $1,248,167,355 | ProgramServicesAmt |
| Management And General | $160,051,491 | ManagementAndGeneralAmt |
| Fundraising | $350,022 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,300,453 | TotalAmt |
| Program Services | $78,032,032 | ProgramServicesAmt |
| Management And General | $10,246,834 | ManagementAndGeneralAmt |
| Fundraising | $21,587 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,729,747 | TotalAmt |
| Program Services | $203,014,576 | ProgramServicesAmt |
| Management And General | $26,659,009 | ManagementAndGeneralAmt |
| Fundraising | $56,162 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,972,228 | TotalAmt |
| Program Services | $85,695,370 | ProgramServicesAmt |
| Management And General | $11,253,151 | ManagementAndGeneralAmt |
| Fundraising | $23,707 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,501 | TotalAmt |
| Program Services | $16,667 | ProgramServicesAmt |
| Management And General | $307,834 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,832 | TotalAmt |
| Program Services | $1,170 | ProgramServicesAmt |
| Management And General | $341,662 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,117 | TotalAmt |
| Program Services | $675,117 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,410,008 | TotalAmt |
| Program Services | $514,062,766 | ProgramServicesAmt |
| Management And General | $9,334,424 | ManagementAndGeneralAmt |
| Fundraising | $12,818 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,834 | TotalAmt |
| Program Services | $245,605 | ProgramServicesAmt |
| Management And General | $54,229 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,324,207 | TotalAmt |
| Program Services | $31,416,039 | ProgramServicesAmt |
| Management And General | $4,906,137 | ManagementAndGeneralAmt |
| Fundraising | $2,031 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,883,119 | TotalAmt |
| Program Services | $9,490,709 | ProgramServicesAmt |
| Management And General | $392,410 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,668,119 | TotalAmt |
| Program Services | $53,272,474 | ProgramServicesAmt |
| Management And General | $4,395,645 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,012,826 | TotalAmt |
| Program Services | $195,461 | ProgramServicesAmt |
| Management And General | $1,817,365 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,926 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $838,926 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,662,547 | TotalAmt |
| Program Services | $27,662,547 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,309,469 | TotalAmt |
| Program Services | $98,515,469 | ProgramServicesAmt |
| Management And General | $794,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,630,647 | TotalAmt |
| Program Services | $5,630,647 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical supplies | $729,057,502 | $722,805,920 | $6,251,582 | $0 |
| System allocation expense | $434,548,342 | $329,690,412 | $100,508,831 | $4,349,099 |
| Medical School | $304,604,376 | $303,453,750 | $1,150,626 | $0 |
| Taxes and License Fee | $13,248,605 | $13,227,126 | $21,479 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,703,308 | TotalAmt |
| Program Services | $6,845,202 | ProgramServicesAmt |
| Management And General | $858,106 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,109,570,744 | TotalAmt |
| Program Services | $3,758,518,892 | ProgramServicesAmt |
| Management And General | $346,236,426 | ManagementAndGeneralAmt |
| Fundraising | $4,815,426 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,556,342 | BOYAmt |
| EOY | $58,997,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,862,736 | BOYAmt |
| EOY | $2,642,880 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $195,084 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,980,375 | BOYAmt |
| EOY | $495,797,308 | 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 | $1,517,415 | BOYAmt |
| EOY | $1,307,991 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,193,692 | BOYAmt |
| EOY | $73,372,444 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,520,107 | BOYAmt |
| EOY | $45,885,648 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,795,868,896 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,072,717,455 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,345,526 | BOYAmt |
| EOY | $723,151,441 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,650,117 | BOYAmt |
| EOY | $27,944,936 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,478,835 | BOYAmt |
| EOY | $337,606,790 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,377,664 | BOYAmt |
| EOY | $97,424,763 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,347,153 | BOYAmt |
| EOY | $41,082,116 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,293,947 | BOYAmt |
| EOY | $1,314,564,721 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,123,909 | BOYAmt |
| EOY | $3,219,973,915 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,807,317 | BOYAmt |
| EOY | $314,736,661 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,834,799 | BOYAmt |
| EOY | $7,253,206 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,227 | BOYAmt |
| EOY | $23,847,985 | 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 | $20,064,655 | BOYAmt |
| EOY | $21,384,771 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,947,991 | BOYAmt |
| EOY | $2,056,575,804 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,664,989 | BOYAmt |
| EOY | $2,423,798,427 | 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 | $896,828,538 | BOYAmt |
| EOY | $670,972,777 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,630,382 | BOYAmt |
| EOY | $125,202,711 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,458,920 | BOYAmt |
| EOY | $796,175,488 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,123,909 | BOYAmt |
| EOY | $3,219,973,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $48,147,765 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,882,382 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$300,313,579 | 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 | 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) | $303,564,181 | $0 |
| Marlborough Hospital | ||||
| 042104693 | 3 | Yes (true) | $10,928,245 | $0 |
| Umass Memorial HealthAlliance-Clinton Hospital Inc | ||||
| 042103555 | 3 | Yes (true) | $34,385,347 | $0 |
| COORDINATED PRIMARY CARE INC | ||||
| 043210002 | 9 | false | $0 | $0 |
| HEALTHALLIANCE HOME HEALTH AND HOSPICE INC | ||||
| 042932308 | 9 | false | $6,878 | $0 |
| UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL INC | ||||
| 042103577 | 3 | Yes (true) | $21,926,248 | $0 |
| HARRINGTON PHYSICIAN SERVICES INC | ||||
| 134366504 | 9 | false | $153,911 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 7 | SupportedOrganizationsTotalCnt |
| Support Sum | $370,964,810 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,537,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,561,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,800,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,721,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,341,295 | CurrentTaxYearAmt |
| Total | $147,962,864 | 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 | $31,537,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,561,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,800,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,721,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,341,295 | CurrentTaxYearAmt |
| Total | $147,962,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $147,962,864 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,306,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,233,425 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,902,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,024,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,730,550 | CurrentTaxYearAmt |
| Total | $11,198,197 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $14,042 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $139,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,424 | CurrentTaxYearAmt |
| Total | $796,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $159,971,776 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $688,789,005 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9249 | PublicSupportCY170Pct |
| Public Support PY170 | 0.9273 | PublicSupportPY170Pct |
| 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 | $2,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $279,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $279,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $730,140 | CurrentTaxYearAmt |
| Total | $1,292,797 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $610,839,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $639,265,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $697,165,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $707,298,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $825,875,638 | CurrentTaxYearAmt |
| Total | $3,480,444,606 | 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 | $610,841,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $639,267,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $697,444,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $707,578,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $826,605,778 | CurrentTaxYearAmt |
| Total | $3,481,737,403 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $28,985 | 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 | $15,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $28,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,481,708,418 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,781,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,672,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,428,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,428,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,107,486 | CurrentTaxYearAmt |
| Total | $12,417,617 | 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 | $1,781,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,672,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,428,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,428,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,107,486 | CurrentTaxYearAmt |
| Total | $12,417,617 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $6,102 | 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 | $612,622,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $642,941,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $699,876,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $710,006,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $828,713,264 | CurrentTaxYearAmt |
| Total | $3,494,161,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9964 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9962 | 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 * HARRINGTON PHYSICIAN SERVICES, INC. (EIN: 13-4366504) 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) * UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL, INC. (EIN: 04-2103577) 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 ENTITIES, INC. (EIN: 04-3296271) * UMASS MEMORIAL REALTY, INC. (EIN: 04-2805630) * UMASS MEMORIAL HEALTH - HARRINGTON, INC. (EIN: 80-0518491) |
| 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. f. UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL, INC. g. HARRINGTON PHYSICIAN SERVICES, INC. Supported organization of UMass Memorial Realty, Inc. - a Supported organizations of UMass Memorial Community Entities, Inc. - b, c, d, e Supported organizations of UMASS MEMORIAL HEALTH - HARRINGTON, INC. - f, g |
| Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | UMass Memorial Realty, Inc. - the supported organization (UMass Memorial Medical Center, Inc.) is listed by name in the organization's governing document. UMass Memorial Community Entities, 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 purpose 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. UMass Memorial Health - Harrington, Inc. - THE SUPPORTED ORGANIZATIONS (UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL, INC. AND HARRINGTON PHYSICIAN SERVICES, INC.) ARE DESIGNED BY CLASS OR PURPOSE IN THE SUPPORTING ORGANIZATION'S GOVERNING DOCUMENTS. SPECIFICALLY, THE ARTICLES OF INCORPORATION PROVIDE THAT THE stated purpose, among other things, is to promote the health and welfare through the support of UMass Memorial Health - Harrington Hospital, Inc., and any successor entities, directly or through organizations themselves organized exclusively for the benefit of the hospitals or exclusively for the benefit of the corporation. The articles of incorporation of Harrington Physician Services, Inc. indicate that its purpose is to support the charitable, scientific, and educational purposes of Harrington Memorial Hospital, Inc. |
| Schedule A, Part IV, Section C, Line 1 Majority director detail | 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. UMass Memorial Community Entities, Inc. - Control or management of the supporting organization was vested in the same persons that controlled or managed the supported organizations. Specifically, nine of the sixteen directors of UMass Memorial Community Entities, 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, and between one and seven individuals (Brown, Corbett, Glassburn, Mahan, Maseda, Murphy, and Paulhus) also served as officer and/or director of each of the four supported organizations. UMass Memorial Health - Harrington, Inc. - A majority of the organization's directors or trustees during the tax year were also a majority of the directors or trustees of each of the supported organizations. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - OTHER INCOME, COLUMN A - 139725.0, COLUMN B - 139223.0, COLUMN C - 131569.0, COLUMN D - 178732.0, COLUMN E - 207424.0, COLUMN F - 796673.0; |
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 | $222,850 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $222,850 | 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: MA Health and Hospital Association $116,874 American Hospital Association $61,802 American College of Emergency Physicians $19,009 Association for Behavioral Healthcare Inc. $18,530 National Association of Children's Hospitals $2,851 National ASC ACOS $1,245 Massachusetts Association of Behavorial Health Systems $1,070 340B Health $912 Association of American Medical Colleges $557 Total $222,850 | 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 | $88,773,918 | BeginningYearBalanceAmt |
| Contributions | $3,404,681 | ContributionsAmt |
| Investment Earnings Or Losses | $15,332,143 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,285,516 | OtherExpendituresAmt |
| End Year Balance | $103,225,226 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,270,398 | BeginningYearBalanceAmt |
| Contributions | $7,008,434 | ContributionsAmt |
| Investment Earnings Or Losses | $7,292,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,797,552 | OtherExpendituresAmt |
| End Year Balance | $88,773,918 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,090,527 | BeginningYearBalanceAmt |
| Contributions | -$1,831,329 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,158,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,830,717 | OtherExpendituresAmt |
| End Year Balance | $78,270,398 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48 | 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 | $28,394,787 | OtherCostOrOtherBasisAmt |
| Book Value | $28,394,787 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,054,483,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $621,186,172 | DepreciationAmt |
| Book Value | $433,296,948 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,778,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,897,447 | DepreciationAmt |
| Book Value | $23,881,197 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $228,717,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,865,410 | DepreciationAmt |
| Book Value | $215,852,237 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $433,494,698 | OtherCostOrOtherBasisAmt |
| Depreciation | $411,768,426 | DepreciationAmt |
| Book Value | $21,726,272 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $723,151,441 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Units in investment partnership | $337,606,790 | F |
| Funds held in escrow under bond indenture agreements |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $337,606,790 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTIES | $1,047,239,596 |
| Cash Value Life Insurance | |
| Beneficial interest in trusts | $94,064,640 |
| Estimated settlements with third-party payors | $74,197,269 |
| Security Deposits | |
| Operating lease ROU assets | $92,274,208 |
| Other assets | $6,789,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,314,564,721 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued pension and postretirement benefit obligations | |
| Due to UMass Chan Medical School- University of Massachusetts | $297,727,741 |
| Due to related parties | $1,582,866,352 |
| Other noncurrent liabilities | $66,683,777 |
| Estimated settlements with third-party payors | $5,104,757 |
| Operating lease ROU obligations | $104,193,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,056,575,804 | 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 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, 2024. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Health Alliance Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $163,831 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $136,771 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,060 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $15,395 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,211 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $14,182 | OtherDirectExpensesEvent1Amt |
| Event2 | Marlborough Hospital Golf 2024 | Event2Nm |
| Gross Receipts Event2 | $91,840 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $66,064 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $25,776 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,776 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $15,334 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $13,659 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $255,671 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $202,835 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $52,836 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $28,171 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $38,545 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,841 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $94,557 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$41,721 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| Most Hospitals Policy | Yes (X) | MostHospitalsPolicyInd |
| 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 | $31,069,350 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,996,867 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,072,483 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0029 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $756,624,830 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $612,018,687 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $144,606,143 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0352 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $78,049,193 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $78,049,193 | 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 | $865,743,373 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $709,064,747 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $156,678,626 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0381 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,491,938 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,977,429 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,514,509 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0006 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $398,448,299 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $230,868,241 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $167,580,058 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0408 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $101,429,863 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $93,644,976 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,784,887 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0019 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $4,790,302 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,203,886 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,586,416 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0009 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $510,160,402 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $328,694,532 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $181,465,870 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0442 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $1,375,903,775 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,037,759,279 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $338,144,496 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0823 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,198 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,198 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $24,321 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $24,321 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $163,369 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $163,369 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $189,888 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $189,888 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $96,965,000 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $15,504,150 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $515,641,541 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $716,496,893 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$200,855,352 | 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 | 4 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (4 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 | 016050002 | https://www.ummhealth.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 | https://www.ummhealth.org/healthalliance-clinton-hospital | VWPE | Yes (X) | Yes (X) | Yes (X) | Yes (X) | ||
| MARLBOROUGH HOSPITAL | ||||||||||||
| 3 | 157 UNION STREET | MARLBOROUGH | MA | 017521297 | https://www.ummhealth.org/marlborough-hospital | 2103 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | ||
| Harrington Memorial Hospital | ||||||||||||
| 4 | 100 South Street | Southbridge | MA | 015504047 | https://www.ummhealth.org/harrington | 2143 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (4 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 | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back Medicare PrivateLookBackMedicarePrivateInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | Income Level CriteriaIncomeLevelCriteriaInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | 23 | Yes (true) | false | Yes (true) | Yes (true) | Yes (X) | https://www.ummhealth.org/umass-memorial-medical-center/about-us/community-benefits-program | Yes (X) | HTTPS://WWW.WORCESTERMA.GOV/BUILDING-A-HEALTHY-COMMUNITY/CHA | Yes (X) | Yes (X) | Yes (true) | 22 | Yes (true) | https://www.ummhealth.org/umass-memorial-medical-center/about-us/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 (X) | Yes (true) | Yes (X) | false | false | |
| UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 23 | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (X) | https://www.ummhealth.org/sites/default/files/2025-02/HAC-HH-CHNA_2024-2026_013125.pdf | Yes (X) | https://chna9.com/ | Yes (X) | Yes (true) | 22 | Yes (true) | https://www.ummhealth.org/sites/default/files/2025-02/HAC-strategic-implementation-plan-2024-2026.pd | 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 (X) | Yes (true) | Yes (X) | false | false | ||
| MARLBOROUGH HOSPITAL | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 22 | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (X) | https://www.ummhealth.org/about-us/community-benefits-program/marlborough-hospital-community-benefit | Yes (X) | Yes (true) | 22 | Yes (true) | https://www.ummhealth.org/about-us/community-benefits-program/marlborough-hospital-community-benefit | 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 (X) | Yes (true) | Yes (X) | false | false | ||||
| Harrington Memorial Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 22 | Yes (true) | false | false | Yes (true) | Yes (X) | https://www.ummhealth.org/harrington/about-us/community-benefits-program/community-benefits-health-a | Yes (X) | Yes (true) | 22 | Yes (true) | https://www.ummhealth.org/harrington/about-us/community-benefits-program/community-benefits-health-a | 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 (X) | Yes (true) | Yes (X) | false | false | Yes (X) | |||
Supplemental Information SupplementalInformationGrp (22 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. The CHNA was completed in close partnership with local stakeholders, including health and social service providers, advocates, elected and appointed officials, faith leaders, community organizations, Boards and Commissions, and community residents. Facilitating partners led the CHNA with a planning community and advisory committee. UMass Memorial Medical Center joined efforts in the planning committee with the Worcester Division of Public Health (WDPH), Fallon Health, and the Coalition for a Healthy Greater Worcester (CHGW) to ensure the fulfillment of the 2024 CHNA's processes and necessary requirements, as well as its timely completion. The Advisory Committee consisted of a large group of community partners and community stakeholders that provided guidance on the scope of the CHNA, including topics for secondary data collection, priority populations for focus groups, and key stakeholders and community leaders for key informant interviews. During the assessment process, community members were engaged through Institutional Leader interviews, Health Equity Population interviews, Key Informant Interviews, and Focus Groups, 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 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 entities, vulnerable populations (disabled, seniors, etc.), and other organizations and specialized areas. Reference to the 2024 CHNA for more details on methodology and process. |
| 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 Coalition for a Healthy Greater Worcester. Additional engaged stakeholders included: * Office of the City Manager * Office of the Superintendent of WPS * Worcester City Council Public Health Subcommittee * Shrewsbury Youth & Family Services * Greater Worcester Community Foundation * Center for Living & Working * Clark University * Pernet Family Health * Central Massachusetts Housing Alliance * Worcester Community Action Council * Ascentria Care Alliance * African Methodist Episcopal Zion Church * Latino Education Institute * Southeast Asian Coalition |
| 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 community stakeholders at the Coalition for a Healthy Greater Worcester's steering committee meeting on November 7, 2023 to provide a comprehensive portrait of the region and set the foundation for the revised CHIP. |
| Schedule H, Part V, Section B, Line 11 Facility , 1 | Facility , 1 - UMASS MEMORIAL MEDICAL CENTER. The hospital conducted its most recent Community Health Needs Assessment (CHNA) in 2024 (2023 Tax Year) and developed its Community Benefits Strategic Implementation Plan (SIP), which aligns with the priority findings of the 2024 CHNA and the 2021-2026 Greater Worcester Community Health Improvement Plan (CHIP, revised in fall 2024 following the development of the updated CHNA to ensure priority alignment). UMMMC has prioritized five of the six CHNA priority areas, excluding Access to Quality, Reliable Broadband due to limited funding. However, UMMMC leaders continue to engage with the City of Worcester on digital equity efforts, including local assessments to inform grant applications, and will remain active partner in this evolving work. The SIP includes strategies to broadly impact the health and well-being of residents in Greater Worcester and Central Massachusetts. These priorities shaped by the 2024 CHNA, the revised CHIP, the hospital anchor mission, and community stakeholders' input, focus on the following areas: * Built Environment - Location, quality, and cultural sensitivity of food access points - Supporting of local and regional food system - buying local * Housing - Affordable, safe housing - Addressing risk of housing insecurity - Transitional housing * Healthcare and Public Systems Navigation - Navigating public benefits - SNAP/HIP/TANF enrollment - Alternative, accessible clinical options for vulnerable populations * Healthcare workforce - Allied Health career pathway and workforce development opportunities * Culturally Responsive Healthcare - Black Maternal and birther health - Culturally proficient/congruent care UMMMC has long been dedicated to addressing the priority areas outlined in the Community Health Needs Assessment (CHNA) and will continue its commitment to these efforts through various programs and initiatives. Below is an updated overview of the strategies and goals for each priority area: CHNA Priority Area 1: Food Access SDOH: Built Environment - Improve food security and access to a just food system Goal: To align community health improvement efforts by utilizing UMMMC's resources, power, and privilege to effectively partner with the community, investing in a just, equitable, sustainable, and coordinated local food system. Objective 1: Improve healthy food security and access in the UMMMC service area. Strategies: * Develop a UMMH system strategy that contributes to a just and equitable regional food system, tailored to the unique needs of each service area, leveraging the UMMH Community Health Equity Team (CHET). * Leverage programs like Food is Medicine to connect patients to fresh, healthy food and contribute to an inclusive food system. * Use social needs screening to invest in platforms and processes that support the coordination of food resources, enhancing access to food-related programs (e.g., SNAP/HIP). * Provide support to local partners through equitable grants and in-kind contributions. Objective 2: Align UMMH resources and investments to drive impact based on community food system priorities. Strategies: * Increase UMMH food purchasing and composting to support local producers and small, disadvantaged businesses. * Support efforts to address food insecurity and nutrition for vulnerable populations through active participation in community coalitions like the Worcester Food Policy Council Steering Committee and Coalition for a Healthy Greater Worcester. * Align Anchor Mission Impact Purchasing and Community Benefits to support local, fresh food systems within the UMMMC service area. * Collaborate on initiatives such as expanding urban agriculture opportunities and improving access to healthy food retailers in underserved areas. CHNA Priority Area 2: Affordable, Safe Housing SDOH: Housing - support effort to address the growing housing crisis affecting diverse communities Goal: Leverage UMMMC and Community Benefits resources to support both internal and community-focused efforts that promote affordable and safe housing. Objective 1: Improve access to safe, affordable housing in the UMMMC service area. Strategies: * Prioritize housing projects in Anchor Mission investment decisions. * Support local and regional initiatives aimed at assisting individuals experiencing housing insecurity through equitable grants. * Engage with the City of Worcester's Housing Department and related strategic housing plans, including the Housing Production Plan and Affordable Housing Trust Fund Strategic Plan. Objective 2: Enhance behavioral, mental, and physical health of individuals with housing needs through coordinated clinical and social care. Strategies: * Continue UMMMC's leadership in the Medical Respite Program in partnership with SMOC. * Provide ongoing technical assistance to grantees through the North Pavilion DoN/CHI grant administration, focusing on leadership coaching and organizational development, and community of practice. CHNA Priority Area 3: Healthcare and Public Systems Navigation SDOH: Healthcare Access - Improve health equity and literacy for vulnerable populations Goal: Develop and sustain community/clinical linkages with stakeholders to address health disparities, including navigating healthcare systems and accessing public benefits. Objective 1: Deliver neighborhood-based medical and preventive dental mobile services at 11 sites and 28 schools to reduce access barriers. Strategies: * Sustain medical and dental services at a minimum of 11 sites and 28 schools through the Care Mobile program. * Provide health education and screenings at community events and coordinate the Oral Health Providers Task Force to ensure dental services for school-aged children. Objective 2: Reduce opioid disorder and substance use-related morbidity and mortality through a mobile addiction unit. Strategies: * Use the Road to Recovery Addiction Van to offer medical and behavioral health services to individuals experiencing homelessness and substance use disorders. Objective 3: Provide insurance enrollment assistance for uninsured/underinsured individuals. Strategies: * UMass Memorial Benefits Advisors will assist with enrollment, education, and advocacy for those in need. Objective 4: Integrate legal services into clinical sites to address underlying social/economic factors affecting vulnerable populations. Strategies: * Continue providing legal support at UMass Memorial clinical sites, integrating services through the Medical Legal Partnership with Community Legal Aid. Objective 5: Implement SDOH screenings in hospital settings to assist in social care coordination. Strategies: * Increase closed-loop referrals through Community Health Workers (CHWs) and enhance integration with platforms like CommunityHELP and GetWell. Objective 6: Collaborate with the City of Worcester to implement summer programs promoting physical activity, learning, and healthy meals for at-risk children. Strategies: * Partner with local agencies to increase access to physical activity and learning opportunities for children in Worcester. Objective 7: Enhance the City of Worcester Public Health Division's capacity to deliver prevention programs and promote equity. Strategies: Support the City's public health infrastructure through collaborative efforts and ongoing participation in the Coalition for a Healthy Greater Worcester. CHNA Priority Area 4: Healthcare Workforce SDOH: Economic Stability and Employment - Improve community economic well-being through accessible workforce opportunities Goal: Develop and sustain efforts that improve career pathways, promote livable wages, and disrupt generational poverty within diverse communities. Objective 1: Support workforce development programs and career pathways. Strategies: * Provide funding and in-kind support for workforce development efforts, including collaboration with the Healthcare Anchor Network and UMass Chan Collaborative for Health Equity. * Engage in community outreach initiatives such as the Patients R Waiting Pipeline Dreams Scholars Program. |
| 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 | 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. The collaborative effort which led to the 2024-2026 Community Health Needs Assessment was spearheaded by UMass Memorial Health HealthAlliance-Clinton Hospital and Heywood Healthcare. However, it was made possible through the dedicated contributions and invaluable support of numerous individuals and organizations. Health Equity Partnership of North Central Massachusetts (CHNA9) provided their invaluable contributions and insights throughout the development process. Three Pyramids/The Minority Coalition played a pivotal role in helping to center local voices and diverse perspectives. Health Resources in Action (HRiA) provided guidance around inclusion and analysis of secondary data. |
| Schedule H, Part V, Section B, Line 6a Facility , 1 | Facility , 1 - UMASS MEMORIAL - HEALTHALLIANCE-CLINTON HOSPITAL. The hospital's 2024 CHNA was developed through a collaborative process involving Heywood Health Care. |
| 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 Health Equity Partnership of North Central Massachusetts (CHNA9), Three Pyramids/The Minority Coalition, and Health Resources in Action (HRiA) |
| 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 2024 (2023 Tax Year) 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 a Steering Committee with the support of the Hospital's staff, CHNA Advisory Committee, Patient and Family Advisory Council (PFAC) and included input from over 200 community stakeholders. The needs identified in the CHNA are 1) Equitable Access to Care, with a focus on complex and chronic conditions, including: Cancer, Diabetes, Cardiovascular disease and respiratory illness, 2) Behavioral Health; Mental Health and Substance Abuse, and 3) Social Determinants of Health (SDOH), with an emphasis on financial stability, housing, food security and transportation. 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). As HA-C recently completed the CHNA process in September 2024, the following are Community Activities / Strategies, and Determination of Need (DoN) funded projects that addressed the identified health priorities needs from the 2021-2024 CHNA and were implemented during FY 2024. (For consistency, we have categorized the following activities/strategies based on the new priority areas from the most recent CHNA). The DoN funds were dispersed as grants in two different tiers; Tier 1 (T1) one year grants up to $10,000, Tier 2 (T2) one year grants up to $50,000, there were also grants given for prenatal, postnatal and infant services (PPI) up to $20,000: 1) Equitable Access to Care * UMass Memorial Health Diversity, Equity, Inclusion and Belonging (DEIB): At UMass Memorial Health, we embrace diversity in its many dimensions and leverage those differences to achieve our mission and drive outstanding results. UMass Memorial Health believes that advancing diversity, equity and inclusion is essential to achieve our True North goal to become the best place to give care and the best place to get care. UMass Memorial Health is committed to prioritizing, representing, and promoting diversity, equity and inclusion in our planning, processes, and everyday work. * T1 and T2 grant funds went to The City of Fitchburg Health Department to support their North Central Free Medical program. In addition to the funds, the Hospital collaborated with the Fitchburg Health Department to develop the North Central Free Medical Program (NCFMP). This program will establish a free medical program in Fitchburg to provide timely and high-quality healthcare and resource navigation services to uninsured or underinsured individuals. The goal of the NCFMP is to help address the healthcare access gap while serving as an entry point into health insurance, a medical home, and social service supports. The scope of clinical services offered will tentatively include school and work physicals, non-urgent sick visits, immunizations, imaging, and laboratory diagnostics. Resource navigation services will connect patients with health insurance, a primary care provider, and social service programs. The program will be staffed by volunteers including physicians, nurses, and interpreters. NCFMP operates two evenings per month at a local church. * T1 grant funds went to Community Health Connections, Inc to support their Diabetes Patient Group Visits program. In this program, patients observe and engage in activities such as healthy eating demonstrations, cooking exercises, yoga and exercise classes, and workshops to set and track health goals for themselves. * T1 grant funds went to Friends of Sterling Seniors to support their Senior Center Health Care Access project. The goal of this project is to expand their existing program with new sessions for wheelchair seniors and those who have reduced mobility. * T2 grant funds went to Ellie Fund to support their Advancing Health Equity for Breast Cancer Patients in North Central Massachusetts program. This program addresses barriers to vital breast care for racial and ethnic minorities, recent immigrants, non-English speakers, and low-income individuals by facilitating connection to non-medical support services that improve outcomes. They market services directly to patients through media, health fairs, and other partnerships, and maintain a self-referral platform for confidentially requesting services on their website. They also provide additional services to clinical trial participants to boost involvement of underserved patients. These "upstream" efforts build trust in underserved communities, increase uptake of services that improve quality of life and reduce preventable deaths, and improve access to targeted therapies for breast cancer patients of color, expanding diversity in research and promoting equity in developing emerging treatments. 2) Behavioral Health * T1 grant funds went to Robert F. Kennedy Community Alliance to support their Behavioral Health Services to Children Program. The program serves nearly children/adolescents and aims to improve access to behavioral health services by providing in-school and outpatient therapy; reducing barriers to mental health care access; increasing collaboration with school staff to prioritize the mental health of the students. * T1 grant funds went to Fitchburg Housing Authority to support their Green Acres Housekeeping Skills project. Through this project, the Fitchburg Housing Authority will take steps toward preserving the tenancy of families at risk of eviction due to poor housekeeping practices. Participants will learn a basic housekeeping regimen which, when followed, will increase the likelihood the apartment will pass future inspections. Adults will model good housekeeping practices for their children. In addition, there will be a reduction of pest problems in the participant's and neighboring units. They will hire a Board-Certified Behavior Analyst (BCBA) to help create an appropriate curriculum and task analysis to meet their tenants where they are at in skills, motivation, and resources. * T1 grant funds went to Twin City Rail Trail Association to support their Rail Trail project. These funds will go towards a full range of landscaping services to keep the rail trail safe and attractive year-round. The Association engages local contractors and volunteers to provide these services and encourages the trail's use as a healthy/green alternative for commuting to work via the bus/train center in Fitchburg. Many low-income area residents lack an affordable alternative means of exercise, recreation, and enjoyment. To expand its use by these residents, the Association will build on its outreach and continue to promote specific activities through periodic family biking/walking/ running events, art displays, and volunteer clean-ups. Such activities help improve mental and physical health outcomes. * T2 grants fund went to Rise Above Foundation to support their North Central DCF Area Office Playground project. This project is a partnership between Rise Above and DCF to build a playground to strengthen family connections and promote healthy play for children and families served by their North Central Area Office (aka Leominster DCF). 87% of families become involved with DCF due to neglect, and the majority of those are centered around substance abuse and/or significant mental health concerns. Prioritizing family time for children in foster care strengthens parent-child bonds, aids caseworkers in assessing relationships, and supports reunification. Family time can also reduce time in foster care and decrease child behavior problems. Play with parents enhances children's ability to interact with peers, aids in trauma recovery, helps regulate emotions, provides stress relief, and equips them with coping tools for the future. Pretend play is positively linked to coping and emotion regulation. |
| 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 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 (CHNA) PROCESS AND THE DEVELOPMENT OF A COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) TO ADDRESS THE PRIORITY AREAS IDENTIFIED IN THE CHNA. THE PRIORITY AREAS IDENTIFIED ARE: INCREASE AWARENESS OF SUBSTANCE USE DISORDER, MENTAL HEALTH, PROMOTE HEALTHY AGING, INCREASE ACCESS TO HEALTH CARE, PROMOTE HEALTH AND WELLNESS, SPECIFICALLY OBESITY. MARLBOROUGH HOSPITAL ADDRESSED INCREASE ACCESS TO HEALTH CARE THROUGH THE FOLLOWING PROGRAMS AND EFFORTS: ACCESS TO CARE * SUPPORT PROGRAMS AND POLICIES THAT PROMOTE HEALTH EQUITY AND REDUCE HEALTH DISPARITIES. *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 AND ENROLLING PEOPLE INTO THE APPROPRIATE HEALTHPLANS. *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. * SUPPORT PROGRAMS AND POLICIES ADDRESSING THE ECONOMIC, SOCIAL, BEHAVIORAL HEALTH THAT RESULTED FROM THE PANDEMIC ANCHOR MISSION: UMASS MEMORIAL'S ANCHOR MISSION FOCUSES ON FOUR PILLARS: - LOCAL PROCUREMENT: SUPPORT LOCAL BUSINESSES BY BUYING LOCALLY WHENEVER POSSIBLE, WITH A FOCUS ON AREAS OF SOCIAL DISADVANTAGE OR ONGOING INEQUALITY WITHIN OUR COMMUNITY. - WORKFORCE DEVELOPMENT: WORK WITH OTHER WORKFORCE ORGANIZATIONS IN OUR COMMUNITY TO INTENTIONALLY HIRE INDIVIDUALS FROM SOME OF THE MOST DISADVANTAGED AREAS OF OUR COMMUNITY. - INVESTMENT: AS A MEANS OF IMPROVING THE ECONOMIC STATUS, HEALTH AND WELL-BEING OF VULNERABLE, LOW-INCOME POPULATIONS IN TARGETED AREAS. - VOLUNTEERING: OFFER OUR EMPLOYEES VOLUNTEER OPPORTUNITIES WHERE THEY CAN GET INVOLVED AND CONTRIBUTE TO THE MISSION OF OUR ORGANIZATION OUTSIDE OF THEIR TRADITIONAL ROLES. 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 AND 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 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 - HARRINGTON MEMORIAL HOSPITAL. HARRINGTON MEMORIAL HOSPITAL HAS A COMMUNITY BENEFIT IMPLEMENTATION STRATEGY FOCUSING ON COMMUNITY HEALTH IMPROVEMENT AND EDUCATION. HOSPITAL STAFF, LEADERS, AND MEDICAL PROVIDERS WORKED VERY CLOSELY WITH MULTIPLE COMMUNITY ORGANIZATIONS TO EDUCATE AND SCREEN MEMBERS OF THE COMMUNITY. IN ADDITION, WE LEVERAGED 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, AND OBESITY, HEART HEALTH, STROKE AND STOP THE BLEED PREPAREDNESS, NUTRITION/DIABETES. WE PARTICULARLY FOCUS ON DIVERSE POPULATIONS AND SOCIAL DETERMINANTS OF HEALTH AND WORK TO PROVIDE EDUCATION IN ENGLISH AND SPANISH AS AVAILABLE. WE HOPE TO INCREASE PARTICIPATION IN THE CHNA5 (SOUTH COUNTY CONNECTS) IN ORDER TO PROVIDE MORE EDUCATION AND SCREENINGS THROUGHOUT THE REGION IN THE COMING YEAR. OF NOTE, HARRINGTON'S LUNG SCREENING PROGRAM HAS BEEN RECOGNIZED FOR SCREENING MORE THAN 3,000 PATIENTS PER YEAR, RANKING THE PROGRAM AMONG THE TOP IN THE COUNTRY. |
| Schedule H, Part V, Section B, Line 11 Facility , 1 | Facility , 1 - Harrington Memorial Hospital. HARRINGTON MEMORIAL HOSPITAL CONDUCTED ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT IN 2022 AND DEVELOPED ITS COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION STRATEGY. THE PRIORITIZATION PROCESS OF IDENTIFIED COMMUNITY HEALTH NEEDS WAS LED BY CHRIS CANNIFF, VP, ADMINISTRATION AND SUE FAFARD-DESROSIERS, COMMUNITY OUTREACH HEALTH EDUCATOR BASED ON INPUT FROM COMMUNITY STAKEHOLDERS. A TOTAL OF OVER 1,500 PARTICIPATED IN THE CHNA PROCESS THROUGH KEY INFORMANT INTERVIEWS AND A COMMUNITY HEALTH SURVEY. THE HOSPITAL'S COMMUNITY BENEFIT STRATEGIC IMPLEMENTATION STRATEGY ALIGNS WITH THE PRIORITY FINDINGS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). 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 ROBUST INPUT THROUGH FOCUS GROUPS, KEY STAKEHOLDER INTERVIEWS AND A ROBUST COMMUNITY HEALTH SURVEY. THIS INCLUDES THE CHNA PROCESS AND THE DEVELOPMENT OF THE HOSPITAL'S COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION PLAN TO ADDRESS THE PRIORITY AREAS IDENTIFIED IN THE CHNA. PRIORITY AREAS IDENTIFIED IN THE 2022 CHNA ARE: *SOCIAL DETERMINANTS OF HEALTH, INCLUDING: ECONOMIC INSECURITY, TRANSPORTATION, HOUSING, FOOD INSECURITY, CULTURAL AND LINGUISTIC BARRIERS *BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE USE, INCLUDING: DEPRESSION, STRESS, ANXIETY, TRAUMA, SOCIAL ISOLATION, SERIOUS MENTAL ILLNESS, INTERPERSONAL VIOLENCE; OPIOIDS, ALCOHOL, TOBACCO, AND MARIJUANA USE) *ACCESS TO CARE, INCLUDING: AFFORDABILITY, ACCESS TO PRIMARY CARE AND BEHAVIORAL HEALTH CARE, CULTURALLY AND LINGUISTICALLY APPROPRIATE CARE *CHRONIC/COMPLEX CONDITIONS AND THEIR RISK FACTORS, INCLUDING: HEART DISEASE AND STROKE, OBESITY, CANCER, DIABETES, AND NEUROLOGICAL CONDITIONS (E.G., ALZHEIMER'S, DEMENTIA) *HEALTH EQUITY: A CROSS-CUTTING PRIORITY THAT AFFECTS BARRIERS TO CARE, HEALTH OUTCOMES, AND HEALTH DISPARITIES IN EACH OF THE OTHER PRIORITY AREAS THE FOLLOWING CROSS-CUTTING ISSUES THAT UNDERLIE THE LEADING HEALTH PRIORITIES WERE ALSO IDENTIFIED AS NECESSARY TO ADDRESS TO IMPROVE OVERALL HEALTH STATUS AND REDUCE EXISTING DISPARITIES: *RACISM, DISCRIMINATION, AND HEALTH EQUITY *HEALTH SYSTEM ISSUES (E.G., WORKFORCE ISSUES, HEALTH LITERACY, CARE COORDINATION, HEALTH INFORMATION TECHNOLOGY, AND HEALTH INFORMATION EXCHANGE) UMASS MEMORIAL HARRINGTON HOSPITAL ADDRESSED THESE PRIORITY AREAS THROUGH THE FOLLOWING PROGRAMS AND EFFORTS IN 2024: *NUTRITION EDUCATION: PROVIDED NUTRITION INFORMATION INCLUDING SUGAR, SALT AND FAT CONTENTS OF POPULAR FOODS AND DRINKS AS A MEANS OF IMPROVING HEALTH AND ADDRESSING CHRONIC CONDITIONS AMONG VULNERABLE POPULATIONS. PARTNERED WITH COMPLIMENTARY BODY COMPOSITION ANALYSIS SCREENING. APPROXIMATELY 650 COMMUNITY MEMBERS RECEIVED EDUCATION ON HEALTHY EATING AND HEALTHY FOOD RESOURCES IN FISCAL 2024. *OPIOID AND OVERDOSE AWARENESS EDUCATION: PROVIDED INFORMATION AND EDUCATION ON THE RISING OPIOID EPIDEMIC IN HARRINGTON'S FOOTPRINT AND HOW IT RELATES TO THE STATEWIDE DISPARITIES AND PRIORITY AREAS. PROVIDED FOCUSED EDUCATION TO THE COMMUNITY AND REFERRING AGENCIES, LAW ENFORCEMENT AND MUNICIPAL LEADERS. EDUCATION ABOUT OVERDOSE AND ACCESS TO BEHAVIORAL HEALTH AND ADDICTION TREATMENT SERVICES PROVIDED TO 593 INDIVIDUALS THROUGH OUREACH EVENTS IN FISCAL 2024. *MENTAL HEALTH AND SELF WELLNESS EDUCATION: GENERAL SELF WELLNESS, STRESS MANAGEMENT AND MENTAL HEALTH EDUCATION WAS PROVIDED TO 623 INDIVIDUALS THROUGH COMMUNITY OUTREACH EDUCATION AT EVENTS IN 2024. *HANDS ONLY CPR TRAINING, STOP THE BLEED TRAINING AND COMMUNITY EDUCATION SERIES EVENTS: FREE DEMONSTRATIONS AND TRAINING IN HANDS-ONLY CPR AND STOP THE BLEED WERE PROVIDED TO COMMUNITY MEMBERS IN COLLABORATION WITH EDUCATION ABOUT HEART DISEASE AND CARDIAC ARREST. THESE EFFORTS INTEND TO EQUIP COMMUNITY MEMBERS WITH THE BASIC SKILLS TO SAVE LIVES IN AN EMERGENCY SITUATION. *COMMUNITY EDUCATION SEMINAR SERIES: FREE COMMUNITY EDUCATION EVENTS WERE ALSO PROVIDED MONTHLY IN FISCAL 2024, IN WHICH A PROVIDER OR EXPERT IN A SPECIFIC HEALTH CARE FIELD PROVIDES A FREE 1 HOUR EDUCATIONAL SEMINAR TO THE PUBLIC. IN FISCAL 2024, WE HOSTED 11 COMMUNITY EDUCATION SERIES EVENTS, ABOUT DIFFERENT TYPES OF DEPRESSION AND TREATMENTS AND HAD AN AVERAGE OF 20 INDIVIDUALS IN ATTENDANCE AT EACH EVENT. *STROKE EDUCATION AND CARDIOVASCULAR HEALTH EDUCATION: EDUCATED COMMUNITY ON SYMPTOMS OF STROKE AND LIFESTYLE MODIFICATIONS TO INCREASE CARDIOVASCULAR HEALTH. OUR COMMUNITY OUTREACH TEAM WAS ABLE TO REACH 593 COMMUNITY MEMBERS WITH THIS SPECIFIC EDUCATIONAL TOPIC IN FISCAL 2024. *BRIDGE FRIDGE AND COMMUNITY CLOSET; PROGRAM TO ADDRESS FOOD AND CLOTHING INSECURITIES: OUTDOOR CLOSETS WITH FROZEN, REFRIGERATED AND NON-PERISHABLE FOOD ITEMS, GENTLY USED CLOTHING, SHOES AND OUTERWEAR AS WELL AS NEW FULL-SIZED TOILETRIES, DIAPERS AND PACKAGED UNDERGARMENTS. CLOSETS ARE STOCKED AND OPEN TO THE PUBLIC WHO MAY TAKE ITEMS AS NEEDED AND AS OFTEN AS REQUIRED IN AN UNMONITERED WAY TO ALLOW PRIVACY AND PROMOTE DIGNITY. DURING FISCAL 2024 $12,000 IN FROZEN, REFRIGERATED AND NON-PERISHABLE FOOD ITEMS WERE PURCHASED BY THE COMMUNITY OUTREACH DEPARTMENT AND DISTRIBUTED, IN ADDITION TO NON-PERISHABLE FOOD ITEMS DONATED BY THE COMMUNITY. APPROXIMATELY 8,000 CLOTHING ITEMS WERE STOCKED AND TAKEN FROM THE CLOSETS IN ADDITION TO ITEMS DONATED TO THE CLOSETS DIRECTLY BY COMMUNITY MEMBERS. *CANCER SURVIVORS NIGHT HARRINGTON HOSPITAL'S CANCER CENTER PROVIDED A CELEBRATORY AND INFORMATIVE DINNER WITH A PRESENTATION BY GENETIC COUNSELOR, AMANDA NASCIMENTO, TO CELEBRATE CANCER SURVIVORS OF ALL STAGES WITHIN OUR COMMUNITY. IN 2024, OUR CANCER SURVIVOR EVENT WAS HELD IN JUNE AND HOSTED APPROXIMATELY 135 GUESTS, 105 OF WHOM WERE SURVIVORS. *PROVIDED ONGOING CANCER SUPPORT TO PATIENTS AND CAREGIVERS AS WELL AS FAMILY MEMBERS IN THE SOUTH-CENTRAL MA AREA. IN 2024, EXTERNAL AND MULTIPLE INTERNAL SUPPORT GROUPS FOR PATIENTS ONLY WERE HELD AND ATTENDED BY APPROXIMATELY 30 INDIVIDUALS. *HEALTH SCREENINGS: PROVIDED FREE SKIN ANALYSIS AND SUN DAMAGE SCREENING UTILIZING A UV MACHINE LIGHT BOX. COLLABORATE EDUCATION ON SUNSCREEN LOTIONS AND SKIN CANCER. IN 2024, OUR EDUCATORS WERE ABLE TO REACH 80 INDIVIDUALS AND EDUCATE THEM REGARDING SUN DAMAGE. *HEALTH SCREENINGS: FREE BLOOD PRESSURE SCREENINGS PROVIDED AT A VARIETY OF COMMUNITY EVENTS THROUGHOUT THE YEAR. IN 2024 OUR EDUCATIONS PROVIDED BLOOD PRESSURE SCREENINGS FOR 352 COMMUNITY MEMBERS AND EDUCATED THEM ON CARDIAC HEALTH AND THE IMPACT OF DIET, EXERCISE AND REGULAR PHYSICAN EXAMS WITH THEIR PRIMARY CARE PROVIDER. |
| Schedule H, Part V, Section B, Line 16 Facility , 1 | Facility , 1 - HARRINGTON MEMORIAL HOSPITAL. UMASS MEMORIAL HARRINGTON 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. |
| 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 (36 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I RESEARCH EXPENSES | NO RESEARCH EXPENSES HAVE BEEN REPORTED ON PART I, LINE 7B |
| Schedule H, Part VI, Line 7 SCH H, PART VI, LINE 7 | ALL FOUR HOSPITALS FILE INDIVIDUAL COMMUNITY BENEFIT REPORTS WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. |
| 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 | * T2 grant funds went to Children's Aid and Family Services, an affiliate of Seven Hills to support their Bilingual Childcare Entrepreneur Training program. This program helps immigrant and minority women in Worcester County address the childcare shortage. It engages participants through community partnerships and online platforms, offering sessions in English, Spanish, and Haitian Creole. The program builds a support network of childcare providers, provides business training and grants, and offers licensing support. Expected outcomes include increased childcare options, economic empowerment for women, improved childcare quality, better mental and physical well-being for children, and enhanced community health equity, aligning with UMASS Memorial Health Alliance Clinton Hospital's goals. * T2 grant funds went to United Way of North Central Massachusetts, Inc to support their Youth Mental and Behavioral Health Initiative. The Youth and Mental Behavioral Health Initiative engages with children and adolescents and those who serve them by supporting and equipping 4 effective programs, providing in-depth training experiences for youth workers across the region, and by extending the learning community to a full tier of local agencies through regular convenings. Their collaborative Initiative provides a continuum of mental and behavioral health support for children and families. 3) Social Determinants of Health (SDOH) * 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. * Scholarship for College Education in Health field: HA-C provided two scholarships to local high school graduating seniors living in the service area who are pursuing a college education in a health-related field. * Anchor Mission: HA-C worked 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, workforce development populations in targeted areas. For example, a diverse Workforce Development Committee works with community-based, workforce organizations serving vulnerable populations. The Hospital's President and Sr. Director of External Affairs and Community Impact Coordinator served on several UMass Memorial Health Anchor Mission Task Forces that are working with different community groups on workforce development, neighborhood revitalization/housing, and local investment. * Transportation: To address transportation needs of area birthing people, HA-C implemented a free 24/7/365, curb-to-curb transportation to the Memorial Campus of UMass Memorial Medical Center for birthing people with transportation barriers who are also patients of participating providers in North Central Massachusetts. Visitor transit for maternity patients was also provided. * Hospital Financial Counselor program: Counselors enrolled and educated community members about existing health insurance plans, enrolling 1,842 community members in fiscal year 2024. * North Region Health Equity Partnership Coalition (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 Benefit Staff was part of the Governance Committee and Mini-Grant Review Committee. Working in collaboration with Health Equity Partnership as an active steering committee member, staff helped to convene community stakeholders to implement the CHIP, and reviewed grant proposals submitted by not-for-profit community-based organizations that address the priority areas. * 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. * WHEAT Community Cafe: HA-C, in coordination with our food service vendor, provided over 800 community members access to a warm nutritional meal through a feeding program at the WHEAT Community Cafe for populations living in poverty. * Continue to expand the Social Determinant of Health screening tool and CommunityHelp in the HealthAlliance-Clinton Hospital service area. Efforts continue to increase referral outcomes as a result of SDOH screening tools in inpatient/outpatient settings utilizing medical electronic records, CommunityHelp (an online resource inventory linking people to community resources), and warm handoffs to community partners to increase access to comprehensive, high-quality, equitable health care services. Specifically, the Fitchburg Family Practice and Simonds-Sinon Regional Cancer Center are engaged in this effort. * T1 grant funds went to Just Understand My Potential (J.U.M.P.) to support their Outdoor Recreation Activities in Local Parks program. This is a 10-week afterschool program focused on making an impact on youth by offering them an opportunity to discover a passion for outdoor recreation, a path for youth that are not enrolled in sports or those youth looking for more ways to be active. Discovering a passion for the outdoors will lead to less screen time, more physical activity, and a positive impact on mental health. J.U.M.P. will implement 4 of these 10-week sessions with this grant funding and positively impact 40-50 youth. * T1 grant funds went to Clinton Adult Learning Center to support their Adult English Class program. This program will allow for an additional English as a Second Language class to be held in the evenings for those students currently on their waiting list. Students enrolled in class will receive high quality instruction. This includes the issuance of a textbook/workbook, digital literacy education and college and career planning. Students meet one-on-one with their education and career advisor to determine needs outside the classroom. The program assists students with navigating resources within their communities. Instruction goes beyond the classroom with field trips to community colleges and the local career centers. Students are assessed two times per year to determine skills gained. Once students separate from the program, they continue to receive follow-up communication from their advisor. * T1 grant funds went to Mount Wachusett Community College (MWCC) to support their Summer Child Watch program. This program is expected to provide 442 hours of child watch services during the summer sessions, allowing 10-20 parenting students to take summer courses. In addition, the project will cover a limited amount of summer camp programs at MWCC for the children of parenting students. This will allow for 5-10 children to attend 1-2 weeks of summer camp programs. * T1 grant funds went to 2Gether We Eat, Inc to support their Cultivating Community: Hydroponic Gardens for Leominster Seniors program. This initiative will establish a sustainable hydroponic garden program engaging 10-20 seniors in weekly hands-on gardening sessions and social activities focused on harvesting and sharing produce while also increasing social and community support for older adults. The goal of the project is to reduce social isolation through regular interactive sessions and community-building activities. In line with the objective of increasing access to food assistance and addressing barriers to healthy food, the program will utilize a Nuturponics Hydro-shelf 5 system to grow 225 leafy green plants every six weeks, improving year-round food access and boosting nutrition through fresh produce consumption. * T1 grant funds went to LUK Crisis Center, Inc to support their AmeriCorps Thrive Ambassadors program. This program will address the needs of youth in Central Massachusetts who have experienced one or more traumatic event. Thrive Ambassadors will focus on addressing the social-emotional learning needs of youth who have experienced one or more Adverse Childhood Experience (ACEs). |
| Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - UMASS MEMORIAL MEDICAL CENTER, INC | https://www.ummhealth.org/patients-visitors/financial-counseling |
| Schedule H, Part V, Section B, Line 16a Line 16c - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL | https://www.ummhealth.org/patients-visitors/financial-counseling |
| Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - MARLBOROUGH HOSPITAL | https://www.ummhealth.org/patients-visitors/financial-counseling |
| Schedule H, Part V, Section B, Line 11 cont. 1: UMass Memorial Medical Center | CHNA Priority Area 5: Culturally Responsive Healthcare SDOH: Social and Community Environment - Address racialized health disparities and improve health outcomes for communities of color Goal: Support strategies to create policy, systems, and environmental changes that improve health outcomes in diverse communities. Objective 1: Sustain intervention programs targeting pediatric pulmonary care. Strategies: * Link Pediatric Pulmonology with ED and Pediatrics departments to provide ongoing support and intervention for at-risk children. Objective 2: Improve care for pediatric asthma patients to reduce health disparities. Strategies: * Use EMR to identify pediatric asthma patients and implement care management through CHWs, including home visits and follow-up support. Objective 3: Deliver culturally sensitive care for Latino males with substance use disorders. Strategies: * Provide medical care at the Hector Reyes House, focusing on opiate addiction and chronic disease prevention. Objective 4: Support vulnerable populations, including migrants and refugees, through culturally congruent care. Strategies: * Provide grant administration for relevant projects and support policy advocacy efforts. Objective 5: Support the City of Worcester's efforts to reduce infant mortality and promote maternal/child health equity. Strategies: * Collaborate with the Worcester Division of Public Health on action planning, data analysis, and advocacy efforts. Objective 6: Support the UMMH Doula Program to improve the experience of Black birthing patients. Strategies: * Partner with the OB/GYN Department and other community programs to enhance the Doula Program's reach and impact. |
| 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 VI, Line 4 Harrington Memorial Hosptial | Geographical Reach: The hospital's CHNA's Community Benefits Service Area (CBSA) includes the municipalities of Brimfield, Brookfield, Charlton, Dudley, East Brookfield, Holland, North Brookfield, Oxford, Palmer, Southbridge, Spencer, Sturbridge, Wales, Warren, Webster, and West Brookfield. Data tables in this report include data for Hampden County, Worcester County, and the Commonwealth of Massachusetts when possible. As a population-based assessment, the CHNA considers the needs of the entire population - regardless of demographics, socioeconomics, health status, and if/where people receive health care services. Special attention is given to addressing the needs of populations that face disparities in health-related outcomes, have been disenfranchised, and those who are more likely to experience barriers to care. Regional Description: Harrington Hospital's service area is in south central Massachusetts, and spans communities in both Hampden and Worcester Counties. Webster (17,776) and Southbridge (17,740) have the largest populations of all of the communities, while Wales has the smallest (1,832). The service area overall can be described as rural or semi-rural. The median age was higher than the Commonwealth (39.6 years) in all CBSA communities, with the exceptions of Oxford (38.7 years) and Warren (37.5 years). The highest median age is in West Brookfield (51.6 years). In Brimfield, Brookfield, Spencer, Sturbridge, and West Brookfield, over a fifth of community residents are over the age of 65. Economic Characteristics: The percentage of the total population living below the federal poverty level in Southbridge (19.6%) was nearly double than the Commonwealth overall (9.8%). Over a fourth of children in Southbridge live below the federal poverty level (26.6%) compared to 12.2% for the Commonwealth overall. Demographics: In all of Harrington Hospital's CBSA communities, the majority of community residents identified as non-Hispanic white. However, it should be noted that the percentage of Hispanic/Latino residents in Hampden County (26%), and many of the CBSA communities, was significantly high compared to the Commonwealth overall. Looking across all CBSA communities, percentages were particularly high in Southbridge (36%), Webster (14%), and Dudley (12%). In these communities, the most common nation of origin was Puerto Rico. Interviewees expressed concern about issues of discrimination, language and cultural barriers to care, and racial equity in the community. |
| Schedule H, Part V, Section B, Line 11 HealthAlliance Clinton cont | * T2 GRANT FUNDS WENT TO LUK, INC TO SUPPORT THEIR EQUITY & ACCESS PROJECT (LEAP): THE PROGRAM WAS DESIGNED TO INCREASE ACCESS TO QUALITY BEHAVIORAL HEALTH CARE FOR POPULATIONS THAT HAVE BEEN HISTORICALLY UNDERSERVED, MARGINALIZED, AND/OR ADVERSELY AFFECTED BY INEQUALITY. THESE FUNDS ALLOWED LUK TO INCREASE ACCESS TO APPOINTMENTS DURING NONTRADITIONAL TIMES AND PROVIDE SESSIONS IN LANGUAGES OTHER THAN ENGLISH SERVING 145 PEOPLE IN THE COMMUNITY. * T2 GRANT FUNDS WENT TO ST. PAUL CONSORTIUM TO SUPPORT THEIR MENTAL AND BEHAVIORAL HEALTH EQUITY INITIATIVE PROGRAM. THIS PROGRAM PROVIDED MENTAL HEALTH COUNSELING SUPPORT AND CLINICAL OBSERVATION FOR 4 SCHOOLS SERVING STUDENTS IN PREK-12TH GRADE, REACHING 800 STUDENTS. THEY OFFERED COMMUNITY WIDE INFORMATION SESSIONS ABOUT ADOLESCENT MENTAL HEALTH. THEY OFFERED ONE-ON-ONE SUPPORT FOR STUDENTS EXPERIENCING VARYING LEVELS OF MENTAL HEALTH CRISIS. OVER 50 STUDENTS CURRENTLY RECEIVE ONGOING COUNSELING SUPPORT. THE COUNSELORS COMMUNICATED FREQUENTLY WITH THE FAMILIES REGARDING THEIR STUDENT'S MENTAL HEALTH TO HELP INCREASE SUPPORT AT HOME AND REDUCE THE STIGMA. * T2 GRANT FUNDS WENT TO MONTACHUSETT RECOVERY FOUNDATION CORP TO SUPPORT THEIR CONTINUED TRANSPORTATION INITIATIVE PROGRAM. THE PROGRAM PROVIDED TRANSPORTATION TO INDIVIDUALS AFFECTED BY SUBSTANCE USE DISORDER (SUD) BOTH TO AND FROM LOCAL SERVICES AT MONTACHUSETT RECOVERY CENTER (MRC) IN LEOMINSTER AS WELL AS TO TREATMENT AND OTHER PROVIDERS IN THE AREA, REACHING 992 PEOPLE IN THE COMMUNITY. 7) CHRONIC/COMPLEX CONDITIONS AND RISK FACTORS * WHEAT COMMUNITY CAFE: HA-C, IN COORDINATION WITH OUR FOOD SERVICE VENDOR, PROVIDED OVER 750 COMMUNITY MEMBERS ACCESS TO A WARM NUTRITIONAL MEAL THROUGH A FEEDING PROGRAM AT THE WHEAT COMMUNITY CAFE FOR POPULATIONS LIVING IN POVERTY. * DETERMINATION OF NEED FUNDING: HA-C COMMUNITY BENEFITS DISTRIBUTED DETERMINATION OF NEEDS (DON) FUNDING FROM THE HOSPITAL'S EMERGENCY DEPARTMENT CAPITAL PROJECT FUNDS TO COMMUNITY ORGANIZATIONS ADDRESSING PRIORITY NEEDS IDENTIFIED IN THE HOSPITAL'S 2021 CHNA THROUGH AN RFP PROCESS. THESE FUNDS REPRESENT 5% OF THE TOTAL COST OF THE ED RENOVATION AS APPROVED BY THE DEPARTMENT OF PUBLIC HEALTH ON JANUARY 17, 2017. SINCE 2020, THE HOSPITAL HAS BEEN DISTRIBUTING $2,354,926 IN COMMUNITY BENEFITS THROUGH THE DETERMINATION OF NEEDS (DON) FUNDING FROM OUR EMERGENCY DEPARTMENT CAPITAL PROJECT. TO DATE, OVER $1.8 MILLION DOLLARS HAS BEEN DISTRIBUTED TO SUPPORT ELIGIBLE COMMUNITY PROJECTS, INCLUDING $526,353 DURING THIS FISCAL YEAR. THIS YEAR 19 PROJECTS WERE FUNDED TO HEALTH CARE ACCESS AND QUALITY, SOCIAL AND COMMUNITY CONTEXT, HOUSING, NEIGHBORHOOD AND BUILT ENVIRONMENT, ECONOMIC STABILITY, HEALTHY FOOD AND NUTRITION, AND BEHAVIORAL HEALTH AND SUBSTANCE ABUSE. THE REMAINING $476,570 WILL BE DISTRIBUTED BY END OF FY24 TO PROJECTS THAT ADDRESS THE PRIORITY AREAS RECENTLY IDENTIFIED IN THE 2021-2024 COMMUNITY HEALTH NEEDS ASSESSMENT. |
| Schedule H, Part VI, Line 2 Harrington Hospital Needs Assessment continued | HARRINGTON MEMORIAL HOSPITAL: DESCRIPTION: IN ADDITION TO THE CHNA, THE PATIENT AND FAMILY ADVISORY COUNCIL, COMPRISED OF MEMBERS OF PATIENTS OR FAMILY MEMBERS OF PATIENTS, IN ADDITION TO REPRESENTATIVES FROM DIFFERENT AGENCIES AND BUSINESSES IN THE AREA, HELP TO IDENTIFY PROGRAMS AND AREAS OF FOCUS NEEDED TO SUPPORT THE COMMUNITY PRIORITIES. THIS GROUP PROVIDES FEEDBACK ON EXISTING CARE AND PROGRAMS NEEDED AND ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITY. IN 2024, UMASS MEMORIAL HEALTH HARRINGTON CONTINUED PROGRESS ON A COMMUNITY OUTREACH PROGRAM RESTRUCTURING TO INCREASE ENGAGEMENT WITH MEMBERS OF EOHHS REGION 2, CHNA 5 (SOUTH COUNTY CONNECTS) AND LOCAL FIRST RESPONDERS TO FURTHER LEARN ABOUT CHALLENGES AND NEEDS IN EACH OF THE MEMBER COMMUNITIES. THE PFAC 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. MEETINGS WITH THE CHNA5 GROUP HAVE BEEN INTERMITTENT, BUT WE HAVE INCREASED ENGAGEMENT WITH THE SENIOR CENTERS, SCHOOLS, EMPLOYERS AND SOCIAL NEEDS GROUPS LIKE 'OPEN SKY 'WELLSTORM INC' TO ESTABLISH A TEAM APPROACH TO THE NEEDS OF THOSE IN THE COMMUNITY. WE HOPE TO CONTINUE INCREASING ENGAGMENT WITH THESE GROUPS AND INCLUDE ACTIVITIES WITH THE WORCESTER COMMUNITY ACTION COUNCIL AND TRI-EPIC OVER THE NEXT YEAR. |
| Schedule H, Part V, Section B, Line 16a Line 16a - FAP Website - HARRINGTON MEMORIAL HOSPITAL | https://www.ummhealth.org/patients-visitors/financial-counseling |
| Schedule H, Part V, Section B, Line 16b Line 16b - FAP Website - HARRINGTON MEMORIAL HOSPITAL | https://www.ummhealth.org/patients-visitors/financial-counseling |
| Schedule H, Part V, Section B, Line 16c Line 16c - FAP Website - HARRINGTON MEMORIAL HOSPITAL | https://www.ummhealth.org/patients-visitors/financial-counseling |
| Schedule H, Part V, Section B Marlborough Hospital Schedule H, Section B, Lines 4 and 9 | Prior to this tax year, Marlborough Hospital reported that it last conducted a Community Health Needs Assessment (CHNA) and adopted an Implementation Strategy (IS) in 2019. At that time, Marlborough Hospital was included in the MetroWest Region (Massachusetts) CHNA. The MetroWest Health Foundation provided financial support and managed the assessment. Due to the COVID-19 pandemic and a decrease in available resources, including reduced staffing, Marlborough Hospital was not involved in the same collaborative CHNA arrangement in 2022. Rather, Marlborough Hospital conducted its own CHNA process, albeit on a delayed timeline due to severe resource constraints. Marlborough Hospital presented the 2022 CHNA and the 2023-2026 Implementation Strategy to its board on June 9, 2023, and the board voted to accept the same. It was discovered during preparation of Marlborough Hospital's 2023 Form 990, Schedule H, that the hospital inadvertently did not post the CHNA report to its website, which was subsequently uploaded prior to the filing. Going forward, to minimize the likelihood of a delay in meeting the three-year CHNA cycle, or inadvertently neglecting to meet any of the section 501(r)(3) requirements, Marlborough Hospital has hired a Vice President, Development, Marketing and Communications, Community Outreach and Volunteer Services charged with oversight of the CHNA process, and is considering engaging a CHNA consultant for the 2025 CHNA cycle. |
| Schedule H, Part V, Section B, Line 11 cont. 2: UMass Memorial HealthAlliance-Clinton hospital | * T2 grant funds went to North Star Family Services, Inc to support their Bonnie's Place, family homeless shelter. Bonnie's Place offers a trauma-sensitive environment that is safe and home-like in a residential neighborhood for up to five families at a time, with stays averaging six to eight months. Families receive shelter, essentials, and weekly case management support. They are connected to health care services, provided financial literacy and job training, and given access to resources like SNAP benefits, housing vouchers, and community support services. This project will reduce substance abuse rates, improve mental health outcomes, and enhance the overall well-being of individuals in Leominster and Fitchburg. By expanding our services, we expect to see increased engagement in recovery programs, reduced relapse rates, and improved social reintegration for our participants. * T2 grant funds went to Growing Places Garden Project, Inc to support their Local Food Works - Connecting Culture and Local Food program. This program is a collaboration with Growing Places and the Spanish American Center to implement system changes in Growing Places' Local Food Works (LFW) initiative coupled with culturally competent education and awareness to empower NCMA BIPOC community members to infuse a cultural lens in NCMA's food system and increase access to nutrition resources for this population. * T2 grant funds went to Clear Path for Veterans New England, Inc to support their Operation Nourish and Connect: Mobile Food Outreach for Veterans in North Central Massachusetts program. This program is aimed at helping Veterans in many ways, including social programs for at risk veterans facing financial and food insecurity, programs that are aimed at helping veterans with mental and physical trauma. * PPI grant funds went to Spanish American Center to support their Multicultural Perinatal & Family Health Coalition-building Project.* This project is a collaboration between SproutChange, The Spanish American Center, Making Opportunities Count (MOC), as well as several Consultants that have all come together to pool their joint resources as multilingual, multicultural Perinatal & Family Health subject matter experts to form a Coalition-building effort promoting Multicultural Maternal-Child Health in North Central Massachusetts through multilingual and culturally sensitive Client Outreach, Education, Training as well as Doula/Midwife Training and Workforce Development. * PPI grant funds went to Growing Places Garden Project, Inc. to support their Mobile "Stork" Delivery and Service Navigation Program. * This program is a collaboration between Growing Places, Ginny's, and CHNA9 to address the region's health needs in alignment with the NCMA Community Health Improvement Plan, Local Food Works initiative, and United to Feed. They promote shared power and responsibility among representatives with lived and professional experience and place equity and inclusion at the center of all goals/strategies, designing and measuring plans and activities around intentionally eliminating disparities in social determinants of health (SDOH). * * Technical Assistance to support the two PPI grant initiatives was provided * HealthAlliance-Clinton Hospital has also committed to address transportation barriers since the closing of their Maternity Center. Their Plan to Ensure Access to Health Resources calls for hospital supported, around the clock, non-emergency transportation through GoGo, a service that works with Uber, Lyft, and other taxi/livery companies to provide reliable transportation throughout the day and night. Opportunities to utilize this service for other patients, including cancer patients traveling to and from the Fitchburg campus, are being explored. HealthAlliance-Clinton Hospital is also working with the Montachusett Regional Transit Authority to examine how PT1 services could be enhanced 120 to their patient populations through physician office education and training * Food as Medicine In August of 2022, HA-C launched the Rx Food-FARMacy initiative at the Simonds-Sinon Regional Cancer Center and HA-C's Fitchburg Family Practice (Residency Program) in collaboration with Growing Places and its Local Food Works. The pilot initiative's goal was to create better pathways for patients to access food as medicine. o Social Determinant of Health Assessment Tool utilized to identify food insecurity among patients - the Cancer Center and Fitchburg Family Practice conducted 4,546 SDOH screenings in FY24. o Identify Needs of Patients and make appropriate Food as Medicine Referrals- of those screened, 119 patients indicated food insecurities; 100% referred to nutritionist and Growing Places o Fresh Food resources and SNAP/HIP screenings: 35 patients have been enrolled in the GP home delivery program. Growing Places' home delivery program is a partnership with the DTA (Department of Transitional Assistance, who administers SNAP/EBT) and allows individuals to purchase fresh, local produce through two ways: using SNAP and Healthy Incentive Program benefits or paying by debit/credit, delivered straight to their door, or picked up at a local community location. o Fresh food Market Access for Patients: 20 monthly Mobile Markets were held at the Cancer Center and Fitchburg Family Practice with locally grown fresh food between 10/01/2023-09/30/2024. Overall, the work that Growing Places did in FY24 laid important groundwork for the continued development of Food as Medicine into the entire food system. During the fiscal year Growing Places built organizational capacity to support food insecure households using an upstream approach that links local farmers to strategies that build community resiliency through systems change. Food as Medicine continues to be a key strategy in linking health care to the local food system and food equity. This year Growing Places has: - Aggregated from 39 MA farms - Delivered 10,156 bags of local produce with 85% of those purchases made using SNAP/HIP benefits - Moved $683,218 in produce through their food system across all programs - Developed 73 HIP compliant and institutional friendly recipes for local produce to increase access and ease of produce consumption. These pre-prepped and ready-to cook products will enable consumers, including Food as Medicine patients, to more easily prepare meals that support their health CHET/Work around Local Food Security and Access. Align HA-C resources and investment to drive impact based on community food system. Development of UMMH system strategy to contribute to a just and equitable regional food system for all service areas and aligned resources for aligned needs specific to each service area leveraging the UMMH Community Health Equity Team (CHET). Increase the proportion of UMMH food purchasing and composting to support local producers and distributors with a concerted effort toward small and disadvantaged businesses. Support a range of efforts to address food insecurity and healthy nutrition among vulnerable populations through continued active participation as a member of the northern county community coalition. |
| Schedule H, Part VI, Line 4 HealthAlliance Clinton Hosptial | Health Alliance-Clinton'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 targeted populations 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. Since COVID, we know both regular health conditions as well as SDOH have become more pervasive. Special attention was paid to "communities within communities", health disparities and health equity, as well as housing and homelessness. More specifically, the hospital's 2024 CHNA identified Black, Indigenous, and People of Color, Low-Income Individuals and Families, Older Adults (75+), Veterans, Homeless, Infants, Children, and Adolescents, LGBTQIA+, Birthing People, and Recent Immigrants & Non-English Speakers as priority populations that deserve exclusive consideration. Demographics * The overall population of the service area has grown by 6.4 percent from 2010 to 2022. * The service area median age (43) is 3.2 years higher than the state (39.8). * Approximately 20% of the total population is youth under 18 while approximately 18% is 65 years and older; these numbers are similar to the state at 20% youth under 18 and 17% 65 and older. * The Hispanic/Latino population is higher than the state percentage (12.6%) in Fitchburg (30.6%), Leominster (13.9%), and Clinton (15.7%) Income & Poverty * Gardner has the lowest median income at $56,974 and Fitchburg next at $65,963. * Poverty rates are highest in Fitchburg (13.9%), Gardner (14.8%) * The percentage of People of Color in Poverty (14.9%) is much higher than those who are White (7.2%) * GINI for service area is 0.41 Disability * Clinton (56.5%) and Fitchburg (56.5%) have the highest percentage of population with disabilities ages 75+ * Lunenburg has the highest percentage (22.3%) for ages 65 to 74 * Fitchburg has the highest percentage (16.5%) for ages 35 to 64 * Gardner has the highest percentage (13.0%) for ages 18 to 34 * Sterling has the highest percentage (15.4%) for ages 5 to 17 * Westminster has the highest percentage (9.3%) for those under the age of 5 |
| Schedule H, Part VI, Line 2 HealthAlliance Clinton Hosptial | In addition to the CHNA, HealthAlliance Clinton's Leadership Team played 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 Leadership Team also participated 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. |
| Schedule H, Part I, Line 7g Subsidized Health Services | NO COSTS ASSOCIATED WITH STAND- ALONE PHYSICIAN CLINCS ARE INCLUDED ON PART I, LINE 7G |
| 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 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 the Coalition of Healthy Greater Worcester activities, and others. |
| 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, 2024, the System recorded approximately $96,965,000 of implicit price concessions as a direct reduction of patient service revenue that would have previously been recorded as provision for doubtful accounts and $70,668,000 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 cycle has commenced. The rationale for including implicit price concession 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. UMASS BELIEVES THERE ARE SEVERAL REASONS WHY MEDICARE THE SHORTFALL SHOULD BE TREATED AS A 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 III, Line 9b Collection practices for patients eligible for financial assistance | 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 remain 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; - Harrington Memorial 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; - Harrington Memorial 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; - Harrington Memorial 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). Community Benefits staff 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 Research and Evaluation 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 local Public Health Departments 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 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 * Healthy People 2030 * 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, Division of Youth Opportunities, 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. The health needs identified in the CHNA are a prioritized description of the significant health needs of the community. |
| 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. Patients 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 patients at bedside on inpatient units and patients in the emergency department setting. CACs 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 4 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. Patients 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 patients at bedside on inpatient units and patients in the emergency department setting. CACs 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 4 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. Patients 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 patients at bedside on inpatient units and patients in the emergency department setting. CACs 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. Harrington Memorial Hospital: UMass Memorial Harrington Hospital employs 5 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. Patients are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. The Patient Financial Counseling department assists patients at bedside on inpatient units and patients in the emergency department setting. CACs 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 2024 Community Health Assessment (CHNA) and Greater Worcester Community Health Improvement Plan (CHIP) focuses on the City of Worcester and the outlying towns of the Central Massachusetts Regional Public Health Alliance (CMRPHA), which include Grafton, 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: The Central Massachusetts Regional Public Health Alliance (CMRPHA; the Alliance) is comprised of the Towns of Grafton, Shrewsbury, West Boylston, and the City of Worcester. The CMRPHA municipalities have a total population of 272,384 according to the 2020 Decennial Census and vary largely in size and resident composition. The City of Worcester is the most populous of the Alliance communities with 206,518 residents, which accounts for 76% of the population in the Alliance. The second largest municipality within the Alliance is Shrewsbury with 38,325 residents, followed by Grafton with 19,664 residents. West Boylston is the least populated community with 7,877 residents. Of the Worcester County population of 862,111 residents, 32% residents live within the Alliance. 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 diverse. The number of Hispanics living in the city has continued to grow over the past 10 years and represents 24.6% of the total population. 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 2023 was 2.7%. According to the U.S. Census population estimates, 19.9% of the City of Worcester's total population lives in poverty compared to the state average of 10.4%. Additionally, 23.2% of children under the age of 18 live in households for whom poverty status is determined and 48.3% live in households receiving Supplemental Security Income (SSI), cash public assistance income, or Food Stamp/SNAP benefits, according to the US Census Bureau, 5-Year American Community Survey Estimates. 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. All Worcester Public School system students 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 U.S. Census Bureau, 2022 1-year American Community Survey Estimates was $61,935, compared to the state median household income of $94,488. Demographics: Worcester is a Federal Resettlement Site, as a result, the City of Worcester's foreign-born population is 24.8%, which is significantly higher than Worcester County's foreign-born population of 13.9% and Massachusetts' population of 18%. The largest populations of immigrants came from The Democratic Republic of the Congo, Haiti, Afghanistan, Ukraine, and El Salvador. According to the 2022 American Community Survey 1-Year Estimate, 40.1% of the population of Worcester speak a language other than English at home compared to 25% at the state level. The Hispanic or Latino population is 24.6% while the white, non-Hispanic or Latino population estimates is 53.3%. |
| 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 has a designated Community Benefits department 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 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 local neighborhood sites and 24 schools through the UMass Memorial Care Mobile. Most recently, we have adopted an Anchor Mission as a strategy to specifically address social determinants of health. |
| 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, Marlborough Hospital and Harrington Memorial Hospital. 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 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. |
| 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 (5 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 | $7,100,000 | $0 | N/A | N/A | PRIMARY PURPOSE OF THE ACADEMIC INVESTMENT FUNDS IS TO SUPPORT THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL PROGRAMS. - $7,100,000 | |
| American Heart Association Inc | ||||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 135613797 | 501 (c)(3) | $25,000 | $0 | N/A | N/A | 4. Support for American Heart Association |
| Physician Health Services Inc | ||||||||||
| 860 Winter Street | Waltham | MA | 024511411 | 223234975 | 501 (c)(3) | $17,500 | $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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | 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 | 28 | RecipientCnt |
| Cash Grant | $41,805 | CashGrantAmt |
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 As part of the agreement, the use of the AIF is controlled and monitored jointly by the University and the System. American Heart Association Inc. 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (68 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JODY ANDERSON | ||||||||||||||
| PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. | $147,362 | $0 | $14,780 | $0 | $777 | $0 | $0 | $0 | $1,258 | $0 | $164,177 | $0 | $0 | $0 |
| GORDON BENSON | ||||||||||||||
| PRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VARIOUS | $160,572 | $0 | $17,500 | $0 | $0 | $0 | $3,318 | $0 | $32,525 | $0 | $213,915 | $0 | $0 | $0 |
| DOUGLAS S BROWN | ||||||||||||||
| SECRETARY UNTIL 9/2024, UMM MEDICAL CENTER, INC., OFFICER & DIRECTOR VARIOUS | $0 | $726,529 | $0 | $716,121 | $0 | $29,523 | $0 | $209,882 | $0 | $32,128 | $0 | $1,714,183 | $0 | $0 |
| CHARLES CAVAGNARO MD | ||||||||||||||
| INTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS | $457,065 | $0 | $101,853 | $0 | $4,191 | $0 | $12,004 | $0 | $7,093 | $0 | $582,206 | $0 | $0 | $0 |
| ERIC W DICKSON MD | ||||||||||||||
| PRESIDENT & CEO, UMMHC, INC. & AFFILIATES, DIRECTOR VARIOUS | $0 | $1,562,653 | $0 | $1,847,395 | $0 | $28,711 | $0 | $421,605 | $0 | $54,972 | $0 | $3,915,336 | $0 | $0 |
| JOHN GREENWOOD | ||||||||||||||
| PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | $383,487 | $0 | $224,421 | $0 | $17,328 | $0 | $97,658 | $0 | $34,019 | $0 | $756,913 | $0 | $0 | $0 |
| ANDREW KARSON MD | ||||||||||||||
| PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC. | $611,467 | $0 | $408,053 | $0 | $28,259 | $0 | $126,578 | $0 | $47,552 | $0 | $1,221,909 | $0 | $0 | $0 |
| HAROLD R LEMIEUX | ||||||||||||||
| PRESIDENT, DIRECTOR, UMM REALTY, INC. | $285,603 | $0 | $77,334 | $0 | $4,648 | $0 | $12,161 | $0 | $35,679 | $0 | $415,425 | $0 | $0 | $0 |
| SERGIO MELGAR | ||||||||||||||
| EVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER/DIR VARIOUS | $0 | $964,265 | $0 | $522,674 | $0 | $328,373 | $0 | $52,723 | $0 | $37,922 | $0 | $1,905,957 | $0 | $295,599 |
| EDWARD MOORE | ||||||||||||||
| PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS | $565,014 | $0 | $185,900 | $0 | $91,434 | $0 | $16,694 | $0 | $37,598 | $0 | $896,640 | $0 | $56,481 | $0 |
| STEVEN ROACH | ||||||||||||||
| PRESIDENT, DIRECTOR UNTIL 9/2024., CNEHA, INC. & MARLBOROUGH HOSP., OFF. & DIR. VARIOUS | $529,277 | $0 | $314,321 | $0 | $21,557 | $0 | $100,111 | $0 | $30,202 | $0 | $995,468 | $0 | $0 | $0 |
| GERALDINE VAUGHAN | ||||||||||||||
| TREASURER, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS | $421,804 | $0 | $140,270 | $0 | $21,711 | $0 | $32,526 | $0 | $38,183 | $0 | $654,494 | $0 | $0 | $0 |
| FRANCESCO AIELLO MD | ||||||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | $307,566 | $0 | $160,000 | $0 | $0 | $0 | $16,500 | $0 | $74,577 | $0 | $558,643 | $0 | $0 | $0 |
| ALAN P BROWN MD | ||||||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS | $155,538 | $0 | $8,742 | $0 | $75 | $0 | $8,690 | $0 | $37,289 | $0 | $210,334 | $0 | $0 | $0 |
| KIMBERLY GAIL WATSON EBB MD | ||||||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS | $318,356 | $0 | $159,673 | $0 | $25 | $0 | $16,500 | $0 | $42,487 | $0 | $537,041 | $0 | $0 | $0 |
| JOSEPHINE FOWLER MD | ||||||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | $230,496 | $0 | $28,323 | $0 | $0 | $0 | $13,168 | $0 | $31,663 | $0 | $303,650 | $0 | $0 | $0 |
| KIMIYOSHI KOBAYASHI MD | ||||||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | $397,917 | $0 | $187,057 | $0 | $14,421 | $0 | $52,388 | $0 | $50,247 | $0 | $702,030 | $0 | $0 | $0 |
| JAMES LEARY | ||||||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS | $0 | $262,962 | $0 | $108,848 | $0 | $11,626 | $0 | $51,015 | $0 | $38,526 | $0 | $472,977 | $0 | $0 |
| CHRISTOPHER MARSHALL MD | ||||||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | $488,892 | $0 | $114,334 | $0 | $0 | $0 | $16,500 | $0 | $48,968 | $0 | $668,694 | $0 | $0 | $0 |
| THERESE MASTRODOMENICO | ||||||||||||||
| DIRECTOR, UMM HEALTH VENTURES, INC. | $365,474 | $0 | $234,197 | $0 | $18,700 | $0 | $93,433 | $0 | $33,177 | $0 | $744,981 | $0 | $0 | $0 |
| BETH K MAZYCK MD | ||||||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSP. , INC., DIRECTOR VARIOUS | $232,174 | $0 | $41,470 | $0 | $0 | $0 | $14,106 | $0 | $42,374 | $0 | $330,124 | $0 | $0 | $0 |
| MICHELLE L O'ROURKE DNPRN CCRN | ||||||||||||||
| DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS | $284,189 | $0 | $58,468 | $0 | $150 | $0 | $21,702 | $0 | $34,731 | $0 | $399,240 | $0 | $0 | $0 |
| JENNIFER REIDY MD | ||||||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | $203,365 | $0 | $30,769 | $0 | $50 | $0 | $12,112 | $0 | $42,725 | $0 | $289,021 | $0 | $0 | $0 |
| MAX ROSEN MD | ||||||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | $491,901 | $0 | $35,000 | $0 | $0 | $0 | $16,500 | $0 | $17,667 | $0 | $561,068 | $0 | $0 | $0 |
| VIBHA SHARMA MD | ||||||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | $146,065 | $0 | $11,493 | $0 | $125 | $0 | $8,317 | $0 | $32,360 | $0 | $198,360 | $0 | $0 | $0 |
| MITCHELL SOKOLOFF MD | ||||||||||||||
| DIRECTOR, UMM MEDICAL GROUP, INC. | $755,352 | $0 | $35,000 | $0 | $0 | $0 | $16,500 | $0 | $60,405 | $0 | $867,257 | $0 | $0 | $0 |
| JOSEPH TENNYSON | ||||||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL | $276,037 | $0 | $77,179 | $0 | $100 | $0 | $16,500 | $0 | $57,340 | $0 | $427,156 | $0 | $0 | $0 |
| JOAHD TOURE | ||||||||||||||
| DIRECTOR, UMM COMMUNITY HOSPITALS, INC. | $387,290 | $0 | $98,696 | $0 | $12,855 | $0 | $15,107 | $0 | $4,431 | $0 | $518,379 | $0 | $0 | $0 |
| MATTHEW TRAINOR MD | ||||||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | $357,806 | $0 | $32,154 | $0 | $50 | $0 | $16,500 | $0 | $44,939 | $0 | $451,449 | $0 | $0 | $0 |
| DEBRA TWEHOUS | ||||||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | $214,755 | $0 | $36,739 | $0 | $0 | $0 | $13,266 | $0 | $42,874 | $0 | $307,634 | $0 | $0 | $0 |
| KIMBERLY YONKERS | ||||||||||||||
| DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various | $288,720 | $0 | $35,000 | $0 | $0 | $0 | $16,500 | $0 | $43,776 | $0 | $383,996 | $0 | $0 | $0 |
| MATTHEW ZANGHI MD | ||||||||||||||
| DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various | $186,211 | $0 | $20,776 | $0 | $0 | $0 | $11,509 | $0 | $36,200 | $0 | $254,696 | $0 | $0 | $0 |
| DIANE FRONCKIEWICZ | ||||||||||||||
| SECRETARY, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS | $163,929 | $0 | $15,886 | $0 | $0 | $0 | $6,076 | $0 | $31,547 | $0 | $217,438 | $0 | $0 | $0 |
| JOHN GLASSBURN | ||||||||||||||
| SECRETARY, UMM COMMUNITY HOSPITALS, INC., OFFICER VARIOUS | $0 | $235,377 | $0 | $22,419 | $0 | $0 | $0 | $22,646 | $0 | $30,822 | $0 | $311,264 | $0 | $0 |
| STEVEN MCCUE | ||||||||||||||
| ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. | $355,598 | $0 | $81,450 | $0 | $0 | $0 | $30,555 | $0 | $32,400 | $0 | $500,003 | $0 | $0 | $0 |
| JUSTIN PRECOURT | ||||||||||||||
| SVP, PATIENT CARE SVCS & CNO | $531,253 | $0 | $308,090 | $0 | $21,571 | $0 | $83,041 | $0 | $36,726 | $0 | $980,681 | $0 | $0 | $0 |
| JEANNE SHIRSHAC | ||||||||||||||
| TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | $0 | $278,098 | $0 | $126,644 | $0 | $13,393 | $0 | $52,714 | $0 | $31,343 | $0 | $502,192 | $0 | $0 |
| FRANCIS W SMITH | ||||||||||||||
| SECRETARY, UMM MEDICAL GROUP, INC., OFFICER VARIOUS | $0 | $273,994 | $0 | $72,800 | $0 | $11,844 | $0 | $40,339 | $0 | $31,944 | $0 | $430,921 | $0 | $0 |
| CELESTE STRAIGHT | ||||||||||||||
| CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. | $265,695 | $0 | $61,051 | $0 | $0 | $0 | $16,500 | $0 | $109,466 | $0 | $452,712 | $0 | $0 | $0 |
| ERIC J ALPER MD | ||||||||||||||
| SVP CQO & CHF INFORMATICS OFF | $0 | $479,417 | $0 | $302,498 | $0 | $23,098 | $0 | $101,457 | $0 | $47,694 | $0 | $954,164 | $0 | $0 |
| DIANNA J CAFFARENA | ||||||||||||||
| SVP, AMBULATORY SVCS | $326,809 | $0 | $187,797 | $0 | $17,140 | $0 | $62,572 | $0 | $4,094 | $0 | $598,412 | $0 | $0 | $0 |
| KATHLEEN DRISCOLL | ||||||||||||||
| SVP, CHIEF PHILANTHROPHY OFC | $0 | $432,428 | $0 | $140,316 | $0 | $63,682 | $0 | $40,610 | $0 | $14,537 | $0 | $691,573 | $0 | $42,383 |
| BRIAN HUGGINS | ||||||||||||||
| SVP FINANCE/CORPORATE CONTROLLER | $0 | $362,021 | $0 | $120,666 | $0 | $12,029 | $0 | $30,978 | $0 | $36,672 | $0 | $562,366 | $0 | $0 |
| VICTORIA MCCANDLESS | ||||||||||||||
| VP SYS CEO COMM OFC/ASSOC COS | $0 | $311,460 | $0 | $101,400 | $0 | $12,418 | $0 | $35,576 | $0 | $13,854 | $0 | $474,708 | $0 | $0 |
| JOHN T RANDOLPH | ||||||||||||||
| VP, CHIEF CORPORATE COMPLIANCE | $0 | $275,314 | $0 | $91,423 | $0 | $40,668 | $0 | $39,614 | $0 | $31,917 | $0 | $478,936 | $0 | $27,614 |
| CATHERINE ROSSI | ||||||||||||||
| SVP HEALTH SYSTEM CONTRACTING | $0 | $320,910 | $0 | $188,539 | $0 | $13,999 | $0 | $66,393 | $0 | $31,945 | $0 | $621,786 | $0 | $0 |
| ALICE A SHAKMAN | ||||||||||||||
| SVP, CLINICAL SVCS | $299,152 | $0 | $100,389 | $0 | $59,681 | $0 | $47,205 | $0 | $33,428 | $0 | $539,855 | $0 | $44,339 | $0 |
| ROBIN L SODANO | ||||||||||||||
| SVP, INFORMATION SYSTEMS | $0 | $485,465 | $0 | $236,043 | $0 | $27,352 | $0 | $84,109 | $0 | $31,945 | $0 | $864,914 | $0 | $0 |
| TOD WIESMAN | ||||||||||||||
| SVP CHIEF HR OFFICER | $0 | $417,652 | $0 | $234,417 | $0 | $25,236 | $0 | $71,299 | $0 | $37,861 | $0 | $786,465 | $0 | $0 |
| MUSTAFA AKYUREK MD | ||||||||||||||
| PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP | $288,617 | $0 | $591,539 | $0 | $0 | $0 | $16,500 | $0 | $67,667 | $0 | $964,323 | $0 | $0 | $0 |
| KATHARINE BOLLAND ESHGHI | ||||||||||||||
| SVP GENERAL COUNSEL-PGL | $0 | $523,912 | $0 | $321,482 | $0 | $26,457 | $0 | $111,047 | $0 | $36,064 | $0 | $1,018,962 | $0 | $0 |
| DEMETRIUS LITWIN MD | ||||||||||||||
| PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP | $684,688 | $0 | $248,633 | $0 | $0 | $0 | $16,500 | $0 | $129,313 | $0 | $1,079,134 | $0 | $0 | $0 |
| ARNO S SUNGARIAN | ||||||||||||||
| PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP | $1,056,238 | $0 | $275,053 | $0 | $0 | $0 | $16,500 | $0 | $114,257 | $0 | $1,462,048 | $0 | $0 | $0 |
| JENNIFER WALKER | ||||||||||||||
| DIVISION CHIEF | $583,836 | $0 | $349,095 | $0 | $0 | $0 | $16,500 | $0 | $37,860 | $0 | $987,291 | $0 | $0 | $0 |
| JACK W BAILEY | ||||||||||||||
| SVP, CLINICAL SVCS UNTIL 9/2023 | $148,708 | $0 | $151,421 | $0 | $236,603 | $0 | $25,159 | $0 | $17,774 | $0 | $579,665 | $0 | $85,772 | $0 |
| RICARDO A BELLO | ||||||||||||||
| FORMER DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC. | $206,674 | $0 | $0 | $0 | $156,369 | $0 | $12,656 | $0 | $16,897 | $0 | $392,596 | $0 | $0 | $0 |
| JOHN BRONHARD | ||||||||||||||
| FORMER OFFICER UNTIL 10/1/18 | $355,312 | $0 | $77,281 | $0 | $540 | $0 | $8,514 | $0 | $33,906 | $0 | $475,553 | $0 | $0 | $0 |
| XIMENA M CASTRO MD | ||||||||||||||
| FORMER DIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various | $278,474 | $0 | $92,994 | $0 | $50 | $0 | $0 | $0 | $15,538 | $0 | $387,056 | $0 | $0 | $0 |
| WILLIAM CORBETT MD | ||||||||||||||
| Director Until 9/2023, UMM HealthAlliance-Clinton Hosp. , Inc., Director various | $365,563 | $0 | $155,877 | $0 | $73,969 | $0 | $27,348 | $0 | $33,599 | $0 | $656,356 | $0 | $47,663 | $0 |
| JAMES P CYR | ||||||||||||||
| FORMER KEY EMPLOYEE UNTIL FY2024 | $287,905 | $0 | $97,279 | $0 | $227,857 | $0 | $32,810 | $0 | $37,641 | $0 | $683,492 | $0 | $213,240 | $0 |
| KIMBERLY EISENSTOCK MD | ||||||||||||||
| DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2023 | $286,143 | $0 | $61,142 | $0 | $100 | $0 | $16,500 | $0 | $48,829 | $0 | $412,714 | $0 | $0 | $0 |
| MICHAEL GUSTAFSON MD | ||||||||||||||
| FORMER PRESIDENT, UMM MEDICAL CENTER, INC. UNTIL 9/2023, DIRECTOR VARIOUS | $567,879 | $0 | $850,434 | $0 | $1,188,582 | $0 | $179,202 | $0 | $18,009 | $0 | $2,804,106 | $0 | $780,316 | $0 |
| MARK JOHNSON MD | ||||||||||||||
| FORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC. | $1,000,521 | $0 | $35,000 | $0 | $0 | $0 | $16,500 | $0 | $37,520 | $0 | $1,089,541 | $0 | $0 | $0 |
| SHLOMIT SCHAAL MD | ||||||||||||||
| PRESIDENT, DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC. | $161,255 | $0 | $0 | $0 | $0 | $0 | $8,293 | $0 | $9,482 | $0 | $179,030 | $0 | $0 | $0 |
| STEPHEN TOSI | ||||||||||||||
| DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. | $442,970 | $0 | $174,751 | $0 | $0 | $0 | $14,071 | $0 | $39,450 | $0 | $671,242 | $0 | $0 | $0 |
| LATAMARA LUNDI | ||||||||||||||
| PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023 | $0 | $105,989 | $0 | $123,737 | $0 | $265,683 | $0 | $34,610 | $0 | $12,765 | $0 | $542,784 | $0 | $69,600 |
| BART METZGER | ||||||||||||||
| FORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022 | $0 | $0 | $0 | $26,631 | $0 | $364,407 | $0 | $0 | $0 | $28 | $0 | $391,066 | $0 | $0 |
| JOHN R SALZBERG | ||||||||||||||
| FORMER SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/2023 | $0 | $259,742 | $0 | $194,957 | $0 | $13,987 | $0 | $53,773 | $0 | $26,171 | $0 | $548,630 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | 12 executives listed in Part VII, Section A, Line 1a received tax gross-up payments for Executive Life Insurance and Executive Disability. These benefits are treated as taxable compensation to the individual. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM SEVERANCE IN THE REPORTING PERIOD: TOP PAID: TAYLOR PATEL, JUDITH $409,665 MCEVOY, CATHERINE $271,187 FORMER: GUSTAFSON, MICHAEL $1,194.731 BAILEY, JACK W. $457,327 METZGER, BART $364,605 LUNDI, LATAMARA $350,880 Severance total: $3,048,395 |
| 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: MELGAR, SERGIO $295,599 MOORE, EDWARD $56,481 SUBTOTAL OFF, DIR, TRUSTEES $352,080 KEY EMPLOYEES: DRISCOLL, KATHLEEN $42,383 RANDOLPH, JOHN T. $27,614 SHAKMAN, ALICE $44,339 SUBTOTAL KEY EMPLOYEES $114,336 FORMER: BAILEY, JACK W. $85,772 CORBETT, WILLIAM F. $47,663 GUSTAFSON, MICHAEL $780,316 LUNDI, LATAMARA $69,600 SUBTOTAL FORMER $983,351 TOTAL $1,449,767 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): KEY EMPLOYEES: ALPER, ERIC J. HUGGINS, BRIAN MCCANDLESS, VICTORIA SODANO, ROBIN L. ROSSI, CATHERINE M. WIESMAN, TOD G. CAFFARENA, DIANNA J. |
| Schedule J, Part I, Line 7 Non-fixed payments | The Retention Benefit was provided to the current Executive Benefits Program began effective 1/1/2021, replacing the former Executive Benefits Program, to keep those covered by the former program 'whole' during the transition period.A new specific income code, at the time, was setup for this payment RETAE = Retention Award Executive. It did not have to do with a terminated Executive, but to delay or guard against Executive voluntary terminations. |
| 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 L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc |
|---|---|---|
| Precision Anesthesia Assoc PC | ||
| Entity is owned by Dr. Faust > 35% | $2,010,030 | 3rd Party Payer Contract Payment |
| MA Lung and Allergy PC | ||
| Entity more than 35% owned by Kimberly Robinson, MD, Board Director | $853,061 | 3rd Party Payer Contract Payment |
| Elaine Granville RN | ||
| Family Member of Cheryl Lapriore, Officer / Board Director | $185,151 | Employment Arrangement w/ UMM Medical Center, Inc. |
| Brittany M Paulhus | ||
| Family Member of Robert J. Paulhus, Jr., Chairperson and Board Director | $110,227 | Employment Arrangement w/ UMM Medical Center, Inc. |
| Darlene A Purcell | ||
| Family Member of Philip E. Purcell, Board Director | $93,018 | Employment Arrangement w/ UMM Medical Center, Inc. |
| Sandra Aiello | ||
| Family Member of Francesco Aiello, Board Director | $118,326 | Employment Arrangement w/ UMM Medical Group, Inc. |
| Nelida Dingui | ||
| Family Member of Jose Dingui, Board Director | $91,942 | Employment Arrangement w/ UMM Harrington Hospital, Inc. |
| Substantial Contributor | ||
| Substantial Contributor | $14,296,244 | Independent Contractor Arrangement, donation of 10,000 |
| Substantial Contributor | ||
| Substantial Contributor | $4,009,579 | Independent Contractor Arrangement, donation of $7,500 |
| Substantial Contributor | ||
| Substantial Contributor | $361,135 | Independent Contractor Arrangement, donation of $5,000 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $16,702 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,311 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Toys - | 41 | $20,761 | Market value |
| Yes (X) | Miscellaneous Supplies - | 12 | $10,390 | 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 | Yes (true) | 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 | Food inventory - The organization is reporting the number of contributions. Clothing and household goods - The organization is reporting the number of contributions. Other - Toys - The organization is reporting the number of contributions. Other - Miscellaneous Supplies - The organization is reporting the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (26 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 17 entities included in the group exemption, 16 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 4a-4c Description of program services | (Expenses $ 319,992,993 including grants of $ 17,800)(Revenue $ 403,105,073) 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 2024 KEY STATISTICS - TOTAL DISCHARGES: 15,503 TOTAL SURGICAL & ENDOSCOPY CASES: 20,594 TOTAL ER VISITS: 129,259 |
| 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: MICHAEL D. MURPHY (BOARD MEMBER) - Business relationship, MARLBOROUGH HOSPITAL: ELLEN DORIAN (BOARD MEMBER) - Business relationship, CNEHA, INC. & UMM HEALTHALLIANCE-CLINTON HOSPITAL: ROBERT J. PAULHUS (BOARD MEMBER) - Business relationship |
| 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: UMASS MEMORIAL HEALTH CARE, INC. (UMMHC - PARENT): CNEHA, INC.: UMASS MEMORIAL HEALTH - HARRINGTON, INC:. or UMass Memorial Community Entities, 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 Entities, 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 ARE 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 2024. All other key personnel (including the Group 990 entity Presidents) were voted on and approved at the annual meeting in December 2023. |
| 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 B - PRESIDENT,UMMH & CAO/CLO,UMMHC - March 2024 Tier B - EXEC VP, CFO - December 2023 Tier C - SVP CQO & CHF INFORMATICS OFF - December 2023 Tier C - SVP CLINICAL SVCS - December 2023 Tier C - SVP AMBULATORY SVCS - December 2023 Tier C - PRESIDENT UMMMG - December 2023 Tier C - PRESIDENT UMMMC - December 2023 Tier C - VP/CHIEF FINANCIAL OFFICER - December 2023 Tier C - SVP & CHIEF PHILANTHROPY OFC - December 2023 Tier C - SVP GENERAL COUNSEL-PGL - December 2023 Tier C - SVP POP HLTH & PRESIDENT, ACO - December 2023 Tier C - SVP FINANCE/CORP CONTROLLER - December 2023 Tier C - SVP CHIEF TRANSFORMATION OFFICER- December 2023 Tier C - PRESIDENT COMMUNTY HEALTHLINK - December 2023 Tier C - SVP HEALTH SYSTEM CONTRACTING - December 2023 Tier C - PRESIDENT HARRINGTON HOSPITAL - December 2023 Tier C - SVP CMG - December 2023 Tier C - VP CHIEF CORPORATE COMPLIANCE - December 2023 Tier C - SVP CHIEF HR OFFICER - December 2023 Tier C - SVP CHF STF & SYS CEO COMMS OFC - December 2023 Tier C - SVP INFORMATION SVCS - December 2023 Tier C - SVP/COO UMMMG - December 2023 |
| 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 | - Total Revenue: , Related or Exempt Function Revenue: , 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 IX, Line 11g Other Fees | Physicians, residents and other purchased services from UMass Chan Medical School - University of Massachusetts - Total Expense: XXX-XX-XXXX, Program Service Expense: 99637477, Management and General Expenses: 3608122, Fundraising Expenses: 0; Purchased temporary help - Total Expense: 86145272, Program Service Expense: 86018265, Management and General Expenses: 127007, Fundraising Expenses: 0; Affiliate medical services - Total Expense: 13933193, Program Service Expense: 13933193, Management and General Expenses: 0, Fundraising Expenses: 0; Other fees for services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 5599295, Fundraising Expenses: 12818; - 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 UNRESTRICTED - REVENUE - 5053380; TRANSFERS TO UNRESTRICTED - PPE - 581384; TRANSFERS (TO) FROM RELATED PARTIES - -XXX-XX-XXXX; TRANSFERS TO UNRESTRICTED - EXPENDITURES - -1816327; Other changes in net assets related to joint venture and SWAP agreement - 6789193; Change in beneficial interest in trusts and other changes in restricted net asset - 12078135; |
| Page 1 Line Hc 17 Members of Group exemption number 3642 | UMASS MEMORIAL HEALTH CARE, INC. AND AFFILIATES 100 Front Street Suite 200, Worcester, MA 01608 EIN: 91-2155626 FYE: 9/30/2024 Marlborough Hospital 157 Union Street, Marlborough, MA 01752 EIN: 04-2104693 FYE: 9/30/2024 UMass Memorial Behavioral Health System, Inc. 100 Font Street Suite 200, Worcester, MA 01608 EIN: 04-3374724 FYE: 9/30/2024 UMass Memorial Community Hospitals, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 04-3296271 FYE: 9/30/2024 UMass Memorial Health Ventures, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 22-2605679 FYE: 9/30/2024 UMass Memorial Medical Center, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 04-3358564 FYE: 9/30/2024 UMass Memorial Medical Group, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 04-2911067 FYE: 9/30/2024 UMass Memorial Realty, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 04-2805630 FYE: 9/30/2024 Community HealthLink, Inc. 72 Jaques Avenue, Worcester, MA 01610 EIN: 04-2626179 FYE: 9/30/2024 Central New England HealthAlliance, Inc. (CNEHA, INC) 60 Hospital Road, Leominster, MA 01453 EIN: 04-3172496 FYE: 9/30/2024 Coordinated Primary Care, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3210002 FYE: 9/30/2024 HealthAlliance Home Health and Hospice, Inc. 25 Tucker Road, Leominster, MA 01453 EIN: 04-2932308 FYE: 9/30/2024 UMass Memorial HealthAlliance-Clinton Hospital, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-2103555 FYE: 9/30/2024 UMass Memorial Accountable Care Organization, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 46-2871359 FYE: 9/30/2024 UMass Memorial Health - Harrington, Inc. 100 South Street, Southbridge, MA 01604 EIN: 80-0518491 FYE: 9/30/2024 UMass Memorial Health - Harrington Hospital, Inc. 100 South Street, Southbridge, MA 01604 EIN: 04-2103577 FYE: 9/30/2024 Harrington Physician Services, Inc. 100 South Street, Southbridge, MA 01604 EIN: 04-2103577 FYE: 9/30/2024 |
| 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 JUSTIN PRECOURT PRESIDENT ERIC W. DICKSON, MD DIRECTOR. PRESIDENT SERGIO MELGAR TREASURER DOUGLAS S. BROWN SECRETARY UNTIL 9/2024 KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR ELVIRA GUARDIOLA VICE CHAIRPERSON, DIRECTOR EVAN BENJAMIN, MD DIRECTOR DAVID L. BENNETT DIRECTOR RICHARD K. BENNETT DIRECTOR UNTIL 9/2024 LESLIE BOVENZI DIRECTOR MICHAEL COLLINS, MD DIRECTOR LISA COLOMBO DIRECTOR MICHAEL ENGEL DIRECTOR (ex officio without vote) TERENCE FLOTTE, MD DIRECTOR NANCY KANE DIRECTOR JEAN KING, PHD DIRECTOR SUSAN MAILMAN DIRECTOR JEAN MCMURRAY DIRECTOR MICHAEL F.O'BRIEN DIRECTOR RAYMOND PAWLICKI DIRECTOR RICHARD SIEGRIST DIRECTOR ROSEMARY THOMSEN DIRECTOR MICHAEL D. MURPHY (ex officio without vote) ROBERT J. PAULHUS JR. (ex officio without vote) JOHN SHEA, ESQ. (ex officio without vote) ENTITY & EIN: UMASS MEMORIAL HEALTH VENTURES, INC. #22-2605679 ERIC W. DICKSON, MD PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH CLERK PAUL KANGAS CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR FREDERICK G. CROCKER DIRECTOR THERESE MASTRODOMENICO DIRECTOR STEVEN ROACH DIRECTOR NAOMI SLEEPER DIRECTOR ROSEMARY THOMSEN DIRECTOR KARYN POLITO, DIRECTOR ENTITY & EIN: UMASS MEMORIAL REALTY, INC. #04-2805630 HAROLD R. LEMIEUX PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY DAVID L. BENNETT DIRECTOR ERIC W. DICKSON, MD DIRECTOR MICHAEL ENGEL DIRECTOR ENTITY & EIN: UMASS MEMORIAL MEDICAL GROUP, INC. #04-2911067 ANDREW KARSON, MD INTERIM PRESIDENT, DIRECTOR (ex. officio without vote) GERALDINE VAUGHAN TREASURER FRANCIS W. SMITH SECRETARY CELESTE STRAIGHT, MD CHAIRPERSON, DIRECTOR ERIC W. DICKSON, MD DIRECTOR (ex. officio without vote) TERENCE FLOTTE, MD DIRECTOR (ex. officio without vote) JOSEPHINE FOWLER, MD DIRECTOR CHRISTOPHER MARSHALL, MD DIRECTOR JEAN MCMURRAY DIRECTOR JUSTIN PRECOURT DIRECTOR (ex. officio without vote) MAX ROSEN, MD DIRECTOR (ex. officio without vote) KIMBERLY SALMON DIRECTOR MICHAEL SOKOLOFF, MD DIRECTOR VALERIE ZOLEZZI-WYNDHAM DIRECTOR |
| Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 2 of 4 | ENTITY & EIN: UMASS MEMORIAL COMMUNITY ENTITIES, INC. #04-3296271 DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR SERGIO MELGAR TREASURER, DIRECTOR JOHN GLASSBURN SECRETARY ERIC W. DICKSON, MD DIRECTOR MICHAEL ENGEL DIRECTOR JAMES LEARY DIRECTOR LUIS J. MASEDA DIRECTOR WILLIAM MCGRAIL ESQ. DIRECTOR EDWARD MOORE DIRECTOR MICHAEL D. MURPHY DIRECTOR ROBERT J. PAULHUS JR. DIRECTOR JUSTIN PRECOURT DIRECTOR STEVEN ROACH DIRECTOR JOHAD TOURE, MD DIRECTOR GERALDINE VAUGHAN DIRECTOR JACK WILSON, PHD DIRECTOR GORDON BENSON, DIRECTOR CHARLES CAVAGNARO, MD, DIRECTOR JOHN FERNANDES DIRECTOR GORDON LEWIS DIRECTOR MICHELLE L.O'ROURKE, DNP, RN. CCRN DIRECTOR JOHN SHEA DIRECTOR ENTITY & EIN: MARLBOROUGH HOSPITAL #04-2104693 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER JOHN GLASSBURN SECRETARY MICHAEL D. MURPHY CHAIRPERSON ANN K. MOLLOY VICE-CHAIRPERSON, DIRECTOR BRIAN BOUVIER DIRECTOR DOUGLAS S. BROWN DIRECTOR CHARLES CAVAGNARO, MD INTERIM PRESIDENT, DIRECTOR ELLEN DORIAN DIRECTOR WILLIAM FISHER DIRECTOR JOHN GOBRON DIRECTOR UNTIL 9/2024 KIMIYOSHI KOBAYASHI, MD DIRECTOR JOSEPH G. LEANDRES DIRECTOR PHILIP E. PURCELL DIRECTOR KIMBERLY ROBINSON, MD DIRECTOR SEAN ROSE DIRECTOR VIBHA SHARMA, MD DIRECTOR JOSEPH TENNYSON, MD DIRECTOR ERIC W. DICKSON, MD DIRECTOR SARA K. MANGANELLI ASSISTANT SECRETARY PETER MIOTTO, MD DIRECTOR LUIZ THOMAZ DIRECTOR ENTITY & EIN: COMMUNITY HEALTHLINK, INC. #04-2626179 GORDON BENSON PRESIDENT SERGIO MELGAR TREASURER, DIRECTOR FRANCIS W. SMITH CLERK TAMMY HANEY ASSISTANT CLERK JOHN SHEA, ESQ.CHAIRPERSON, DIRECTOR ALAN P. BROWN, MD DIRECTOR DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 AMY GRASSETTE DIRECTOR JOANNE JOHNSON DIRECTOR CHERYL LAPRIORE DIRECTOR JAMES LEARY DIRECTOR DIANE MCKEE, MD DIRECTOR KEITH REARDON DIRECTOR KIMBERLY YONKERS, MD DIRECTOR GREGORY MIRHEI, DIRECTOR |
| Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 3 of 4 | ENTITY & EIN: CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. #04-3172496 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY MAUREEN CROTEAU ASSISTANT SECRECTARY ROBERT J. PAULHUS JR.CHAIRPERSON, DIRECTOR MICHAEL MAHAN VICE CHAIRPERSON, DIRECTOR MICHAEL W. AMES DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR UNTIL 9/2024 DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 KIMBERLY GAIL WATSON EBB, MD DIRECTOR TAMMY GRAVEL DIRECTOR CHRISTOPHER HENDRY DIRECTOR RACHEL LOPEZ DIRECTOR UNTIL 9/2024 LUIS J. MASEDA DIRECTOR BETH K. MAZYCK, MD DIRECTOR CHARLES CAVAGNARO, MD INTERIM PRESIDENT, DIRECTOR ERIC W. DICKSON, MD DIRECTOR JOAHD TOURE, MD DIRECTOR MATTHEW ZANGHI, MD DIRECTOR ENTITY & EIN: COORDINATED PRIMARY CARE, INC. #04-3210002 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER MAUREEN CROTEAU SECRETARY CHARLES CAVAGNARO, MD DIRECTOR ENTITY & EIN: HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. #04-2932308 JODY ANDERSON PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER STEVEN MCCUE ASSISTANT TREASURER MAUREEN CROTEAU SECRETARY MICHAEL MAHAN CHAIRPERSON, DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR UNTIL 9/2024 LESLIE BOVENZI DIRECTOR DONATA MARTIN DIRECTOR LUIS J. MASEDA DIRECTOR KIMBERLY GAIL WATSON EBB, MD DIRECTOR MATTHEW ZANGHI DIRECTOR ENTITY & EIN: UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. #04-2103555 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY MAUREEN CROTEAU ASSISTANT SECRETARY ROBERT J. PAULHUS JR.CHAIRPERSON, DIRECTOR MICHAEL MAHAN VICE CHAIRPERSON, DIRECTOR MICHAEL W. AMES DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR UNTIL 9/2024 DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 KIMBERLY GAIL WATSON EBB, MD DIRECTOR TAMMY GRAVEL DIRECTOR CHRISTOPHER HENDRY DIRECTOR RACHEL LOPEZ DIRECTOR UNTIL 9/2024 LUIS J. MASEDA DIRECTOR BETH K. MAZYCK, MD DIRECTOR CHARLES CAVAGNARO, MD INTERIM PRESIDENT, DIRECTOR ERIC W. DICKSON, MD DIRECTOR JOAHD TOURE, MD DIRECTOR MATTHEW ZANGHI, MD DIRECTOR |
| Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 4 of 4 | ENTITY & EIN: UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. #46-2871359 JOHN GREENWOOD PRESIDENT, DIRECTOR JEANNE SHIRSHAC TREASURER FRANCIS W. SMITH SECRETARY ERIC W. DICKSON, MD CHAIRPERSON, DIRECTOR FRANCESCO AIELLO, MD DIRECTOR DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 JORDAN EISENSTOCK, MD DIRECTOR ROBERT FISHMAN D.O, DIRECTOR STEVE KERRIGAN DIRECTOR BARBARA KUPFER DIRECTOR LALITA MATTA, MD DIRECTOR EDWARD MOORE DIRECTOR JUSTIN PRECOURT DIRECTOR JENNIFER REIDY, MD DIRECTOR FRANCIS SWEENEY, MD DIRECTOR STEPHEN E. TOSI, MD DIRECTOR MATTHEW J. TRAINOR, MD DIRECTOR DEBRA TWEHOUS, MD DIRECTOR JOAHD TOURE, MD DIRECTOR ENTITY & EIN: UMASS MEMORIAL HARRINGTON HOSPITAL, INC. #04-2103577 EDWARD MOORE PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER JOHN GLASSBURN SECRETARY UNTIL 9/2024 MELISSA ROSSI ASSISTANT SECRETARY MICHAEL ENGEL CHAIRPERSON, DIRECTOR DEBORAH BOYDVICE CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 KATHLEEN CHARETTE DIRECTOR ANTHONY J. DETARANDO DIRECTOR JOSE DINGUI DIRECTOR JAMES FAUST, MD DIRECTOR THOMAS JOHNSON, MD DIRECTOR JOHN J. MCGLONE DIRECTOR MICHELLE L.O'ROURKE, DNP, RN. CCRN DIRECTOR MARK PALMERINO DIRECTOR SARAI RIVERA DIRECTOR NATALIE STANLEY, DMD DIRECTOR JAMES WADDICK DIRECTOR ERIC W. DICKSON, MD DIRECTOR DIANE FRONCKIEWICZ SECRETARY MICHAEL O'BRIEN DIRECTOR ENTITY & EIN: HARRINGTON PHYSICIAN SERVICES, INC. #13-4366504 EDWARD MOORE PRESIDENT, SECRETARY SERGIO MELGAR TREASURER JAMES WADDICK CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR ANTHONY J. DETARANDO DIRECTOR MARK PALMERINO DIRECTOR FRANK POWERS, MD DIRECTOR ENTITY & EIN: UMASS MEMORIAL HEALTH - HARRINGTON, INC. #80-0518491 EDWARD MOORE PRESIDENT, CEO, DIRECTOR SERGIO MELGAR TREASURER JOHN GLASSBURN SECRETARY UNTIL 9/2024 MELISSA ROSSI ASSISTANT SECRETARY MICHAEL ENGEL CHAIRPERSON, DIRECTOR DEBORAH BOYD VICE CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 KATHLEEN CHARETTE DIRECTOR ANTHONY J. DETARANDO DIRECTOR JOSE DINGUI DIRECTOR JAMES FAUST, MD DIRECTOR THOMAS JOHNSON, MD DIRECTOR JOHN J. MCGLONE DIRECTOR MICHELLE L.O'ROURKE, DNP, RN. CCRN DIRECTOR MARK PALMERINO DIRECTOR SARAI RIVERA DIRECTOR NATALIE STANLEY, DMD DIRECTOR JAMES WADDICK DIRECTOR ERIC W. DICKSON, MD DIRECTOR DIANE FRONCKIEWICZ SECRETARY MICHAEL O'BRIEN DIRECTOR ENTITY & EIN: CATALYSIS, INC. #26-2795800 KATHRYN CORREIA DIRECTOR ERIC W. DICKSON, MD DIRECTOR MARK HALLETT DIRECTOR KEN MCNAMARA DIRECTOR KEVIN SCHULMAN DIRECTOR STEVE SHORTELL DIRECTOR KEN SNYDER DIRECTOR JEFF THOMPSON DIRECTOR JOHN TOUSSAINT, MD PRESIDENT, DIRECTOR PETER WARD DIRECTOR LUCY XENOPHON DIRECTOR ENTITY & EIN: UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. #04-3374724 GORDON BENSON PRESIDENT DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR UNTIL 9/2024 SERGIO MELGAR TREASURER, DIRECTOR FRANCIS W. SMITH SECRETARY ALAN P. BROWN, MD DIRECTOR AMY GRASSETTE DIRECTOR JOANNE JOHNSON DIRECTOR CHERYL LAPRIORE DIRECTOR JAMES LEARY DIRECTOR DIANE MCKEE, MD DIRECTOR KEITH REARDON DIRECTOR JOHN SHEA, ESQ.DIRECTOR KIMBERLY YONKERS, MD DIRECTOR GREGORY MIRHEI DIRECTOR |
| Part VII Section A Various board titles - Part 1 of 3 | MICHAEL W. AMES DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JODY B. ANDERSON PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. FRANCESCO AIELLO, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ROBERT BABINEAU JR., MD DIRECTOR, CNEHA, INC.UNTIL 9/2024 DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. UNTIL 9/2024 DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. UNTIL 9/2024 RANDALL V. BECKER DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM HARRINGTON, INC. EVAN BENJAMIN, MD DIRECTOR, UMM MEDICAL CENTER, INC. DAVID L. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM REALTY, INC. RICHARD K. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. UNTIL 9/2024 GORDON BENSON PRESIDENT, COMMUNITY HEALTHLINK, INC. PRESIDENT, UMM BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. BRIAN BOUVIER DIRECTOR, MARLBOROUGH HOSPITAL DEBORAH BOYD VICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. VICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON, INC. LESLIE BOVENZI DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DENNIS D. BERKEY DIRECTOR, UMM MEDICAL CENTER, INC. SARAH GARFIELD BERRY DIRECTOR, UMM MEDICAL CENTER, INC. ALAN P. BROWN, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. UNTIL 9/2024 PRESIDENT, CHAIRPERSON, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. UNTIL 9/2024 SECRETARY, UMM MEDICAL CENTER, INC.UNTIL 9/2024 DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. UNTIL 9/2024 DIRECTOR, COMMUNITY HEALTHLINK, INC. UNTIL 9/2024 DIRECTOR, CNEHA, INC. UNTIL 9/2024 DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. UNTIL 9/2024 DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2024 DIRECTOR, UMM HARRINGTON HOSPITAL INC. UNTIL 9/2024 DIRECTOR, UMM HARRINGTON, INC. UNTIL 9/2024 JOHN BUDD DIRECTOR, UMM MEDICAL CENTER, INC. CHARLES CAVAGNARO, MD INTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL INTERIM PRESIDENT, DIRECTOR, CNEHA, INC. INTERIM PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. KATHLEEN CHARETTE DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. MICHAEL COLLINS, MD DIRECTOR, UMM MEDICAL CENTER, INC. |
| Part VII Section A Various board titles - Part 2 of 3 | LISA COLOMBO DIRECTOR, UMM MEDICAL CENTER, INC. KATHRYN CORREIA DIRECTOR, CATALYSIS, INC. FREDERICK G. CROCKER DIRECTOR, UMM HEALTH VENTURES, INC. MAUREEN E. CROTEAU SECRETARY, COORDINATED PRIMARY CARE, INC. CLERK, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ASSISTANT SECRECTARY, CNEHA, INC. ASSISTANT SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. THERESE MASTRODOMENICO DIRECTOR, UMM HEALTH VENTURES, INC. DIX F. DAVIS DIRECTOR, UMM MEDICAL CENTER, INC. ERIC W. DICKSON, MD PRESIDENT, CHAIRPERSON, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC. CHAIRPERSON, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, CATALYSIS, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. DIRECTOR, UMM REALTY, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, MARLBOROUGH HOSPITAL DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ANTHONY J. DETARANDO DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. JOSE DINGUI DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. ELLEN DORIAN DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY GAIL WATSON EBB, MD DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. JORDAN EISENSTOCK, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MICHAEL ENGEL CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. CHAIRPERSON, DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM REALTY, INC. KATHARINE BOLLAND ESHGHI SECRETARY, UMM MEDICAL CENTER, INC. JAMES FAUST, MD DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. JOHN FERNANDES DIRECTOR, UMM COMMUNITY HOSPITALS, INC. WILLIAM FISHER DIRECTOR, MARLBOROUGH HOSPITAL ROBERT FISHMAN DO, FACP DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. TERENCE FLOTTE, MD DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. JOSEPHINE FOWLER, MD DIRECTOR, UMM MEDICAL GROUP, INC. DIANE FRONCKIEWICZ SECRETARY, UMM HARRINGTON HOSPITAL INC. SECRETARY, UMM HARRINGTON, INC. JOHN GLASSBURN SECRETARY, UMM COMMUNITY HOSPITALS, INC. SECRETARY, MARLBOROUGH HOSPITAL SECRETARY, UMM HARRINGTON HOSPITAL INC. 9/2024 SECRETARY, UMM HARRINGTON, INC. 9/2024 JOHN GOBRON DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2024 AMY GRASSETTE DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. TAMMY GRAVEL DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN E. GREENWOOD PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ELVIRA GUARDIOLA VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. TAMMY HANEY ASSISTANT CLERK, COMMUNITY HEALTHLINK, INC. MARK HALLETT DIRECTOR, CATALYSIS, INC. CHRISTOPHER HENDRY DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOANNE JOHNSON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. THOMAS JOHNSON, MD DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. ANDREW KARSON, MD INTERIM PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC. M. HOWARD JACOBSON DIRECTOR, UMM MEDICAL CENTER, INC. NANCY KANE DIRECTOR, UMM MEDICAL CENTER, INC. PAUL KANGAS CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC. STEVE KERRIGAN DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JEAN KING, PHD DIRECTOR, UMM MEDICAL CENTER, INC. KIMIYOSHI KOBAYASHI, MD DIRECTOR, MARLBOROUGH HOSPITAL BARBARA KUPFER DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CHERYL LAPRIORE DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOSEPH G. LEANDRES DIRECTOR, MARLBOROUGH HOSPITAL JAMES LEARY DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. HAROLD R. LEMIEUX PRESIDENT, DIRECTOR, UMM REALTY, INC. GORDON LEWIS DIRECTOR, UMM COMMUNITY HOSPITALS, INC. RACHEL LOPEZ DIRECTOR, CNEHA, INC. UNTIL 9/2024 DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC.UNTIL 9/2024 MICHAEL MAHAN CHAIRPERSON, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. VICE CHAIRPERSON, DIRECTOR, CNEHA, INC. VICE CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. STEPHEN W. LENHARDT, SR. DIRECTOR, UMM MEDICAL CENTER, INC. SUSAN MAILMAN DIRECTOR, UMM MEDICAL CENTER, INC. DONATA MARTIN DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. CHRISTOPHER MARSHALL, MD DIRECTOR, UMM MEDICAL GROUP, 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 DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. BETH K. MAZYCK, MD DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. STEVEN MCCUE ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. WILLIAM MCGRAIL ESQ. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JOHN M. MCGLONE DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC DIANE MCKEE, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JEAN MCMURRAY DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. KEN MCNAMARA DIRECTOR, CATALYSIS, INC. SERGIO MELGAR 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, DIRECTOR, UMM HEALTH VENTURES, INC. TREASURER, MARLBOROUGH HOSPITAL TREASURER, UMM MEDICAL CENTER, INC. TREASURER, UMM REALTY, INC. TREASURER, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. TREASURER, UMM HARRINGTON HOSPITAL INC. TREASURER, UMM HARRINGTON, INC. TREASURER, HARRINGTON PHYSICIAN SERVICES, INC. SARA K. MANGANELLI ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL PETER MIOTTO, MD DIRECTOR, MARLBOROUGH HOSPITAL |
| Part VII Section A Various board titles - Part 3 of 3 | ANN K. MOLLOY VICE-CHAIRPERSON, DIRECTOR, MARLBOROUGH HOSPITAL EDWARD H. MOORE PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. PRESIDENT, DIRECTOR, UMM HARRINGTON, INC. PRESIDENT, SECRETARY HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. MICHAEL D. MURPHY CHAIRPERSON, DIRECTOR, MARLBOROUGH HOSPITAL DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. CYNTHIA M. MCMULLEN DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL F.O'BRIEN DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. MICHELLE L.O'ROURKE, DNP, RN. CCRN DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. MARK PALMERINO DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. ROBERT J. PAULHUS JR. CHAIRPERSON, DIRECTOR, CNEHA, INC. CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL CENTER, INC. RAYMOND PAWLICKI DIRECTOR, UMM MEDICAL CENTER, INC. KARYN POLITO DIRECTOR, UMM HEALTH VENTURES, INC. FRANK POWERS, MD DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL GREGORY MIRHEI DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. (ex officio) KEITH REARDON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JUSTIN PRECOURT PRESIDENT UMM MEDICAL CENTER, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL GROUP, INC. THORU PEDERSON DIRECTOR, UMM MEDICAL CENTER, INC. JENNIFER REIDY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. SARAI RIVERA DIRECTOR UMM HARRINGTON HOSPITAL INC. DIRECTOR UMM HARRINGTON, INC. STEVEN ROACH PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL (ex officio trustee w/ vote) PRESIDENT, DIRECTOR, CNEHA, INC. PRESIDENT, DIRECTOR, COORDINATED PRIMARY CARE, INC. (ex officio) PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. KIMBERLY ROBINSON, MD DIRECTOR, MARLBOROUGH HOSPITAL MAX ROSEN, MD DIRECTOR, UMM MEDICAL GROUP, INC. SEAN ROSE DIRECTOR, MARLBOROUGH HOSPITAL MELISSA ROSSI ASSISTANT SECRETARY, UMM HARRINGTON HOSPITAL INC. ASSISTANT SECRETARY, UMM HARRINGTON, INC. KIMBERLY SALMON DIRECTOR, UMM MEDICAL GROUP, INC. KEVIN SCHULMAN DIRECTOR, CATALYSIS, INC. VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL JOHN SHEA, ESQ. CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, UMM MEDICAL CENTER, INC. STEVE SHORTELL DIRECTOR, CATALYSIS, INC. JEANNE SHIRSHAC TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. RICHARD SIEGRIST DIRECTOR, UMM MEDICAL CENTER, INC. NAOMI SLEEPER DIRECTOR, UMM HEALTH VENTURES, INC. MICHAEL SOKOLOFF, MD DIRECTOR, UMM MEDICAL GROUP, INC. FRANCIS W. SMITH SECRETARY, CNEHA, INC. SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SECRETARY, UMM MEDICAL GROUP, INC. SECRETARY, UMM REALTY, INC. SECRETARY, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CLERK, UMM BEHAVIORAL HEALTH SYSTEM, INC. CLERK, COMMUNITY HEALTHLINK, INC. CLERK, UMM HEALTH VENTURES, INC. KEN SNYDER DIRECTOR, CATALYSIS, INC. NATALIE STANLEY, DMD DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. CELESTE STRAIGHT, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. FRANCIS SWEENEY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JOSEPH TENNYSON, MD DIRECTOR, MARLBOROUGH HOSPITAL ROSEMARY THOMSEN DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM MEDICAL CENTER, INC. JEFF THOMPSON DIRECTOR, CATALYSIS, INC. LUIZ THOMAZ DIRECTOR, MARLBOROUGH HOSPITAL STEPHEN E. TOSI, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JOHN TOUSSAINT, MD PRESIDENT, DIRECTOR, CATALYSIS, INC. JOHN SHEA DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JOHAD TOURE, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, CNEHA, INC. MATTHEW J. TRAINOR, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DEBRA TWEHOUS, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. GERALDINE VAUGHAN TREASURER, UMM MEDICAL GROUP, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JAMES WADDICK CHAIRPERSON, DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. JACK WILSON, PHD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. PETER WARD DIRECTOR, CATALYSIS, INC. KIMBERLY YONKERS, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. MATTHEW ZANGHI, MD DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, CNEHA, INC. VALERIE ZOLEZZI-WYNDHAM DIRECTOR, UMM MEDICAL GROUP, INC. LUCY XENOPHON DIRECTOR, CATALYSIS, 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 | 100 Front Street | AddressLine1Txt |
| Address Line2 | Suite 200 | AddressLine2Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 384005487 | EIN |
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $2,320,430 | TotalIncomeAmt |
| End Of Year Assets | $28,249,526 | 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
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMass Memorial Health Care Inc (Parent) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Front Street | AddressLine1Txt |
| Address Line2 | Suite 200 | AddressLine2Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043358566 | EIN |
| Primary Activities | Management of Healthcare System | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type III-FI | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 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 | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Umass Memorial MRI of Marlborough LLC | ||||||||||||||
| 157 Union Street | Marlborough | MA | 01752 | 202293995 | Magnetic resonance imaging | MA | Marlborough Hospital | Related | $390,904 | $276,664 | false | false | 0.6 | |
| Umass Memorial HealthAlliance MRI Center LLC | ||||||||||||||
| 60 Hospital Road | Leominster | MA | 01453 | 043561571 | Magnetic resonance imaging | MA | NA | Related | $438,213 | $648,389 | false | false | 0.6 | |
| Central Massachusetts Comprehensive Cancer Center | ||||||||||||||
| 1419 SE 8th Terrace Ste 200 | Cape Coral | FL | 33990 | 261795998 | Comprehensive cancer care and research | FL | UMASS MEMORIAL HEALTH VENTURES INC | Related | $15,802 | $111,688 | false | false | $0 | |
| SHIELDS SPECIALTY PHARMACY HOLDINGS LLC | ||||||||||||||
| 100 TECHNOLOGY CENTER DR | STOUGHTON | MA | 02072 | 471510709 | PHARMACY HOLDING COMPANY | MA | UMASS MEMORIAL HEALTH VENTURES INC | Related | -$191,062 | $0 | false | false | 0.5559 | $0 |
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 | 100 Front Street | AddressLine1Txt |
| Address Line2 | Suite 200 | AddressLine2Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | 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 | $209,415 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $308,871 | ShareOfEOYAssetsAmt |
| 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Umass Memorial HealthAlliance MRI Center LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | F | TransactionTypeTxt |
| Involved | $120,000 | InvolvedAmt |
| Method Of Amount Determination | Fair value | MethodOfAmountDeterminationTxt |