UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 04-3358566)
Tax period: 2018-10-01 to 2019-09-30
Filed: 2020-07-22
IRS object ID: 202002049349301155
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-22T12:01:38-05:00	ReturnTs
Tax Period End	2019-09-30	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	175 Powder Forest Drive	AddressLine1Txt
City	Simsbury	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	060897902	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	043358566	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Sergio Melgar	PersonNm
Person Title	EVP/CFO/Treasurer	PersonTitleTxt
Signature	2020-07-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RACHEL SPURLOCK	PreparerPersonNm
PTIN	P00520729	PTIN
Phone	8606789200	PhoneNum

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-23 17:36:50Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$399,896,441	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	umassmemorialhealthcare.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1998	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	To support, develop and coordinate an integrated health care delivery system that includes multiple health care facilities and providers. To receive in trust, from whatever source, and administer gifts and grants, whether restricted or for a specific purpose. To promote services and programs that are charitable, scientific or educational and that address the physical and mental needs of the community at large, provided the corporation shall operate exclusively for the benefit of the Medical Center and other charitable organizations or hospitals that are under common control.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	1846	TotalEmployeeCnt
Total Volunteers	17	TotalVolunteersCnt
Total Gross UBI	$7,910	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$6,911	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,579,116	PYContributionsGrantsAmt
CY Contributions Grants	$1,695,136	CYContributionsGrantsAmt
PY Program Service Revenue	$383,884,691	PYProgramServiceRevenueAmt
CY Program Service Revenue	$387,364,915	CYProgramServiceRevenueAmt
PY Investment Income	$25,859,186	PYInvestmentIncomeAmt
CY Investment Income	$10,731,537	CYInvestmentIncomeAmt
PY Other Revenue	$26,610	PYOtherRevenueAmt
CY Other Revenue	-$109,718	CYOtherRevenueAmt
PY Total Revenue	$412,349,603	PYTotalRevenueAmt
CY Total Revenue	$399,681,870	CYTotalRevenueAmt
PY Grants And Similar Paid	$287,342	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,980,887	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$166,662,629	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$179,208,006	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$683,118	CYTotalFundraisingExpenseAmt
PY Other Expenses	$193,414,090	PYOtherExpensesAmt
CY Other Expenses	$213,099,853	CYOtherExpensesAmt
PY Total Expenses	$360,364,061	PYTotalExpensesAmt
CY Total Expenses	$395,288,746	CYTotalExpensesAmt
PY Revenues Less Expenses	$51,985,542	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,393,124	CYRevenuesLessExpensesAmt
Total Assets BOY	$697,446,791	TotalAssetsBOYAmt
Total Assets EOY	$885,822,460	TotalAssetsEOYAmt
Total Liabilities BOY	$219,924,727	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$358,156,237	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$477,522,064	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$527,666,223	NetAssetsOrFundBalancesEOYAmt
Mission	UMASS MEMORIAL HEALTH CARE, INC. IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICES, TEACHING AND RESEARCH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$387,386,046	ExpenseAmt
Grant	$2,980,887	GrantAmt
Revenue	$387,364,915	RevenueAmt
Desc	TO SUPPORT THE ADVANCEMENT OF THE KNOWLEDGE, EDUCATION, AND RESEARCH AND THE PRACTICE OF HEALTH CARE RELATED SERVICES THROUGH THE OVERSIGHT OF UMASS MEMORIAL HEALTH CARE OPERATIONS AND THE EFFICIENT DELIVERY OF SUPPORT SERVICES.	Desc
Total Program Service Expenses	$387,386,046	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	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	Yes (true)	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	466	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1846	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
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	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Robert Feldmann	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5083340496	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ERIC W DICKSON MD
PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.	40.0	5.0	Yes (X)	Yes (X)	$2,087,540	$0	$342,802
RAYMOND PAWLICKI
VICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
RICHARD SIEGRIST
CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
EVAN BENJAMIN MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
DAVID L BENNETT
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
RICHARD K BENNETT
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
LESLIE BOVENZI
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
MICHAEL COLLINS MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
EDWARD D'ALELIO
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
ROBERT W FINBERG MD
DIRECTOR, UMM HEALTH CARE, INC.	5.0	20.0	Yes (X)		$0	$425,183	$75,220
TERENCE FLOTTE MD
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
ELVIRA GUARDIOLA
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
MARK JOHNSON MD
DIRECTOR, UMM HEALTH CARE, INC.	5.0	28.0	Yes (X)		$0	$663,455	$45,326
NANCY KANE
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PAUL KANGAS
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PETER KNOX
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
SUSAN MAILMAN
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
O NSIDINANYA OKIKE MD
DIRECTOR UNTIL FY2019, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
EDWARD J PARRY III
DIRECTOR UNTIL FY2019, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PAULETTE SEYMOUR-ROUTE PHD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$140,467	$0
LYNDA M YOUNG MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
DOUGLAS S BROWN
SECRETARY, UMM HEALTH CARE, INC.	40.0	5.0		Yes (X)	$896,342	$0	$175,591
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM HEALTH CARE, INC.	40.0	5.0		Yes (X)	$472,578	$0	$108,723
SERGIO MELGAR
EVP/CFO/Treasurer, UMM Health Care, Inc.	40.0	6.0		Yes (X)	$1,098,633	$0	$229,069
WILLIAM CORBETT MD
SVP, COMMUNITY PRACTICES	5.0	40.0			$0	$521,395	$129,111	Yes (X)
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	5.0	40.0			$0	$329,113	$101,100	Yes (X)
THERESE DAY
VP/CHIEF FINANCIAL OFFICER MED CENTER	5.0	40.0			$0	$424,706	$117,446	Yes (X)
ROBERT FELDMANN
SVP, FINANCE/CORPORATE CONTROLLER	40.0	5.0			$437,958	$0	$106,385	Yes (X)
BARBARA FISHER
SVP, UNTIL FY2019, OPERATIONS (UMMMC)	5.0	40.0			$0	$406,128	$106,904	Yes (X)
NICOLE GAGNE
PRESIDENT, COMMUNTY HLTHLINK	5.0	40.0			$0	$275,369	$57,808	Yes (X)
JOHN GREENWOOD
SVP, POP HLTH & PRESIDENT, ACO	5.0	40.0			$0	$382,141	$117,431	Yes (X)
MICHAEL GUSTAFSON MD
PRESIDENT, MEDICAL CENTER	5.0	40.0			$0	$212,939	$40,941	Yes (X)
ANDREW KARSON MD
SR VP, CMO-UMMMC	5.0	40.0			$0	$359,747	$57,147	Yes (X)
CHERYL LAPRIORE
SVP, CHF OF STAFF &CHF MKTG OFC	40.0	5.0			$421,031	$0	$118,185	Yes (X)
BART METZGER
SVP, CHIEF HR OFFICER	40.0	5.0			$572,774	$0	$88,478	Yes (X)
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	40.0	5.0			$286,969	$0	$97,732	Yes (X)
STEVEN ROACH
PRESIDENT, MARLBOROUGH HOSPITAL	5.0	41.0			$0	$475,768	$95,787	Yes (X)
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	40.0	5.0			$305,693	$0	$110,409	Yes (X)
ALICE A SHAKMAN
SVP, CLINICAL SVCS	5.0	40.0			$0	$357,379	$88,206	Yes (X)
MICHELE STREETER
EXEC VP/COO UMMMG	5.0	40.0			$0	$598,385	$126,256	Yes (X)
DANA SWENSON
SVP, CHIEF FACILITIES OFFICER	40.0	5.0			$298,410	$0	$96,060	Yes (X)
TIMOTHY A TARNOWSKI
SVP, CHIEF INFO OFFICER & CTO	40.0	5.0			$621,562	$0	$148,470	Yes (X)
STEPHEN E TOSI MD
CHIEF PHYSICIAN EXECUTIVE	5.0	40.0			$0	$962,862	$105,172	Yes (X)
DEBORAH WEYMOUTH
PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL UNTIL FY2019	5.0	41.0			$0	$487,814	$140,012	Yes (X)
ERIC J ALPER MD
VP, CHIEF CLIN INFORMATICS OFC	40.0	0			$485,797	$0	$100,594		Yes (X)
JUDY LAROCHE
VP, FINANCE/ASST TREASURER	40.0	0			$294,680	$0	$96,497		Yes (X)
ROBIN L SODANO
VP, INFORMATION SYSTEMS	40.0	0			$316,205	$0	$82,416		Yes (X)
ALAN R WESTON
VP, HUMAN RESOURCES	40.0	0			$404,754	$0	$98,935		Yes (X)
TOD G WIESMAN
VP, OPD,CHIEF LEARNING OFFICER	40.0	0			$318,547	$0	$87,707		Yes (X)
LISA COLOMBO
FORMER KEY EE, SVP, Patient Care Svcs & CNO until 9/30/18	0.0	0.0			$0	$349,198	$81,645			Yes (X)
PATRICK L MULDOON
FORMER KEY EMPLOYEE, PRESIDENT, MEDICAL CENTER, UNTIL 1/2018	0.0	0.0			$0	$200,393	$120,614			Yes (X)
JEFFREY A SMITH MD
FORMER KEY EE, EXEC. VP, COO UNTIL 7/2018	0.0	0.0			$0	$929,110	$69,648			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$9,319,473	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$8,501,552	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,763,827	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	270	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
CROTHALL HLTHCARE INC
13028 Collection Center Drive	Chicago	IL	60693	Clinical Engineering Services	$12,285,214
ERNST & YOUNG LLP
200 Plaza Drive	Secaucus	NJ	07097	Consulting Services	$6,246,960
Nordic Consulting Partners Inc
740 Regent Street	Madison	WI	53715	Consulting Services	$4,894,194	Suite 400
VIZIENT INC
75 REMITTANCE DR STE 1855	Chicago	IL	606751855	Supply Chain Services	$3,640,264
DIVURGENT LLC
4445 Corporation Lane	Virginia Beach	VA	23462	Consulting Services	$2,943,992

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	131	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$99,889	FederatedCampaignsAmt
Fundraising	$798,392	FundraisingAmt
Government Grants	$16,748	GovernmentGrantsAmt
All Other Contributions	$780,107	AllOtherContributionsAmt
Total Contributions	$1,695,136	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
System allocation premium	622110	$341,442,948	$341,442,948
Professional Liability Revenue	622110	$29,044,195	$29,044,195
Workers Compensation Premium	622110	$9,271,358	$9,271,358
General insurance premium	622110	$2,630,089	$2,630,089
Other program service revenue	622110	$4,976,325	$4,976,325

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	$387,364,915	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,731,537	TotalRevenueColumnAmt
Unrelated Business Revenue	$7,910	UnrelatedBusinessRevenueAmt
Exclusion	$10,723,627	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gain Or Loss GainOrLossGrp

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

Field	Value	IRS element (for citing)
Fundraising Gross Income	$104,853	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$798,392	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$214,571	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$109,718	TotalRevenueColumnAmt
Exclusion	-$109,718	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$399,681,870	TotalRevenueColumnAmt
Related Or Exempt Func Income	$387,364,915	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$7,910	UnrelatedBusinessRevenueAmt
Exclusion	$10,613,909	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	$2,980,887	TotalAmt
Program Services	$2,980,887	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$10,110,039	TotalAmt
Program Services	$10,110,039	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$124,886,903	TotalAmt
Program Services	$122,471,039	ProgramServicesAmt
Management And General	$2,415,864	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$11,311,488	TotalAmt
Program Services	$11,109,061	ProgramServicesAmt
Management And General	$202,427	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$23,370,094	TotalAmt
Program Services	$22,951,870	ProgramServicesAmt
Management And General	$418,224	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,529,482	TotalAmt
Program Services	$9,358,945	ProgramServicesAmt
Management And General	$170,537	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,168,273	TotalAmt
Program Services	$3,168,273	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$923,664	TotalAmt
Program Services	$844,692	ProgramServicesAmt
Management And General	$78,972	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$913,517	TotalAmt
Management And General	$913,517	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$49,667,435	TotalAmt
Program Services	$47,459,480	ProgramServicesAmt
Management And General	$2,207,955	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,333,034	TotalAmt
Program Services	$1,333,034	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,503,620	TotalAmt
Program Services	$2,476,660	ProgramServicesAmt
Management And General	$26,960	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$80,199,771	TotalAmt
Program Services	$80,135,091	ProgramServicesAmt
Management And General	$64,680	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$12,950,239	TotalAmt
Program Services	$12,649,734	ProgramServicesAmt
Management And General	$300,505	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$767,582	TotalAmt
Program Services	$646,692	ProgramServicesAmt
Management And General	$120,890	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$171,975	TotalAmt
Program Services	$122,936	ProgramServicesAmt
Management And General	$49,039	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,389,004	TotalAmt
Program Services	$3,389,004	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$29,617,943	TotalAmt
Program Services	$29,617,943	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$25,557,310	TotalAmt
Program Services	$25,534,843	ProgramServicesAmt
Management And General	$22,467	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	FundraisingFundraisingAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Fundraising	$683,118	$683,118
Membership dues	$376,757		$149,228	$227,529
Taxes fees and fines	$869,653		$869,637	$16
All other direct expenses	$6,958		$6,958

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$395,288,746	TotalAmt
Program Services	$387,386,046	ProgramServicesAmt
Management And General	$7,219,582	ManagementAndGeneralAmt
Fundraising	$683,118	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,035,931	BOYAmt
EOY	$347,707	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,538,200	BOYAmt
EOY	$236,047,077	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,002,492	BOYAmt
EOY	$1,074,847	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$959,204	BOYAmt
EOY	$896,026	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)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$36,666,382	BOYAmt
EOY	$39,124,501	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$282,666,217	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$59,928,867	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$249,301,902	BOYAmt
EOY	$222,737,350	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,212,551	BOYAmt
EOY	$1,147,536	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$316,913,484	BOYAmt
EOY	$319,141,138	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$83,816,645	BOYAmt
EOY	$65,306,278	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$697,446,791	BOYAmt
EOY	$885,822,460	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$37,517,284	BOYAmt
EOY	$44,165,059	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$108,302	BOYAmt
EOY	$109,520	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$116,493,502	BOYAmt
EOY	$103,930,247	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
EOY	$174,660	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$65,805,639	BOYAmt
EOY	$209,776,751	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$219,924,727	BOYAmt
EOY	$358,156,237	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$417,348,702	BOYAmt
EOY	$466,184,786	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,595,849	BOYAmt
EOY	$33,881,918	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$27,577,513	BOYAmt
EOY	$27,599,519	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$477,522,064	BOYAmt
EOY	$527,666,223	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$697,446,791	BOYAmt
EOY	$885,822,460	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$4,393,124	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,524,635	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$44,226,400	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	10	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (10 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
UMASS MEMORIAL MEDICAL CENTER INC
043358564	3	Yes (true)	$248,274,840	$0
Marlborough Hospital
042104693	3	false	$8,624,002	$0
UMass Memorial HealthAlliance-Clinton Hospital Inc
042103555	3	false	$29,548,556	$0
UMass Memorial Medical Group Inc
042911067	9	false	$82,152,949	$0
UMass Memorial Behavioral Health System Inc
043374724	9	false	$51,190	$0
Community HealthLink Inc
042626179	7	false	$281,815	$0
Central New England HealthAlliance Inc
043172496	7	false	$6,550	$0
UMass Memorial Accountable Care Organization Inc
462871359	9	false	$0	$0
HealthAlliance Home Health and Hospice Inc
042932308	9	false	$0	$0
UMass Memorial Health Ventures Inc
222605679	7	false	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	10	SupportedOrganizationsTotalCnt
Support Sum	$368,939,902	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

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	Yes (true)	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

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

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name	According to the Articles of Organization of UMass Memorial Health Care, Inc., the corporation shall operate exclusively for the benefit of UMass Memorial Medical Center, Inc. and other charitable organizations or hospitals that are controlled by or under common control with the corporation in the conduct of their charitable, educational and scientific functions.
Schedule A, Part IV, Section A, Line 6 Support to other supported orgs	See details on Schedule I.
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies	THE ORGANIZATIONS SUPPORTED HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES, AS WELL AS IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS. THE SUPPORTING ORGANIZATIONS PARTICIPATE ON THE INVESTMENT COMMITTEE TO DIRECT THE INVESTMENTS OF THE UMASS MEMORIAL INVESTMENT PARTNERSHIP, IN WHICH THE SUPPORTING ORGANIZATION'S FUNDS ARE INVESTED.
Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee	THE PARENT ORGANIZATION HAS THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF THE OFFICERS, DIRECTORS, OR TRUSTEES OF EACH SUPPORTED ORGANIZATION.
Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities	THE ORGANIZATION EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS THROUGH THE DIRECTION OF THE OFFICERS AND DIRECTORS OF THE SUPPORTED ORGANIZATIONS. THERE ARE RESERVED POWERS OF THE PARENT OVER ITS SUBSIDIARIES FOR SIGNIFICANT CORPORATE ACTIONS RELATED TO SUCH ITEMS AS AGREEMENTS TO SELL ASSETS, MERGERS, CAPITAL AND OPERATING BUDGETS, LOAN AGREEMENTS, ELECTION OF THE PRESIDENT, CHANGES TO ARTICLES OF ORGANIZATION/BYLAWS, ADOPTION OF STRATEGIC PLAN, ETC.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$14,243	OtherActivitiesAmt
Total Lobbying Expenditures	$14,243	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: Americas Essential Hospitals $11,570 National Association of ACOs $1,500 The New England Council $65 Professional Liability Foundation, LTD. $1,000 Risk and Insurance Management Society $108 Total $14,243	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$43,468,456	BeginningYearBalanceAmt
Contributions	$50,063	ContributionsAmt
Investment Earnings Or Losses	$4,149,383	InvestmentEarningsOrLossesAmt
Other Expenditures	$758,812	OtherExpendituresAmt
End Year Balance	$46,909,090	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$41,513,886	BeginningYearBalanceAmt
Contributions	$2,878,559	ContributionsAmt
Investment Earnings Or Losses	-$561,040	InvestmentEarningsOrLossesAmt
Other Expenditures	$362,949	OtherExpendituresAmt
End Year Balance	$43,468,456	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.56	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.44	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,863,130	OtherCostOrOtherBasisAmt
Depreciation	$7,812,013	DepreciationAmt
Book Value	$9,051,117	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$265,803,087	OtherCostOrOtherBasisAmt
Depreciation	$52,116,854	DepreciationAmt
Book Value	$213,686,233	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$222,737,350	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$2,256,497	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Investment in captive insurance company	$120,000	C
Units in investment partnership	$316,764,641	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$319,141,138	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
Due from related parties	$64,473,270
Cash value of life insurance policies	$39,615
Beneficial interest	$793,393

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$65,306,278	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
Due to UMass Medical School	$3,004,284
Oustanding loss reserves	$49,955,309
Annuity payable	$0
Accrued incentive compensation	$1,615,882
Other current liabilities
Purchase commitments	$17,398,777
Contribution payable	$2,222,130
Due to related parties	$135,580,369

Field	Value	IRS element (for citing)
Total Liability	$209,776,751	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule D, Part V, Line 4 Intended uses of endowment funds

The intended use of the organization's endowment funds are directed in accordance with the donor's intent including the preservation of the original gift and various purposes including charity care, medical education, research, health care services, buildings and equipment.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The System follows a two-step approach for the financial statement recognition and measurement of a tax position taken or expected to be taken on a tax return. The substantial majority of UMass Memorial and its affiliate entities are recognized by the Internal Revenue Service as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Accordingly, these entities will not incur any liability for federal income taxes except for tax on unrelated business taxable income ("UBTI"). Certain affiliates are taxable entities. The measurement of the amounts recorded as a provision for income taxes based upon the aforementioned approach was $197,000 and $675,000 for the years ended September 30, 2019 and 2018, respectively, and is recorded as part of supplies and other expense in the accompanying consolidated statements of operations. The Tax Cuts and Jobs Act (the "Act") was enacted on December 22, 2017. The Act impacts the System in several ways, including new excise taxes on executive compensation, increases to UBTI by the amount of certain fringe benefits for which a deduction is not allowed, changes to the net operating loss rules, repeal of the alternative minimum tax ("AMT"), and the computation of UBTI separately for each unrelated trade or business. Further, the Act reduces the U.S. federal corporate tax rate and federal corporate unrelated business income tax rate from 35% to 21%. The overall impact of the Act has not been material to the System. For the years ended September 30, 2019 and 2018, the System had approximately $11,520,000 and $15,500,000 of net operating loss ("NOL") carryforwards for federal income tax purposes primarily related to its previously discontinued laboratory outreach business. The NOL carryforwards have expiration dates from 2028 through 2035. In compliance with the Tax Cuts and Jobs Act of 2017, the federal components of the deferred tax assets were revalued from 35% to 21%. For the year ended September 30, 2019, the System believes the deferred tax assets of $1,992,000 will be fully utilized and recognized an income tax expense of $1,008,000 which has been recorded in supplies and other expense in the accompanying consolidated statements of operations. The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of September 30, 2019.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	1	1	Conducting board meetings,Accounting	$206,504
Central America and the Caribbean	0	0	Investments	$120,000
Central America and the Caribbean	0	0	Program Services	$29,549,688	Reimbursement of claims paid
Central America and the Caribbean	0	0	Program Services	$19,345,000	Insurance premiums paid

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$49,221,192	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$49,221,192	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Winter Ball	Event1Nm
Gross Receipts Event1	$662,393	GrossReceiptsEvent1Amt
Charitable Contri Event1	$646,906	CharitableContriEvent1Amt
Gross Revenue Event1	$15,487	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$24,515	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$36,753	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$37,637	FoodAndBeverageEvent1Amt
Entertainment Event1	$7,675	EntertainmentEvent1Amt
Other Direct Expenses Event1	$18,625	OtherDirectExpensesEvent1Amt
Event2	Derby for Drew	Event2Nm
Gross Receipts Event2	$99,781	GrossReceiptsEvent2Amt
Charitable Contri Event2	$71,971	CharitableContriEvent2Amt
Gross Revenue Event2	$27,810	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$27,810	RentFacilityCostsEvent2Amt
Other Events Total	4	OtherEventsTotalCnt
Gross Receipts Other Events	$141,071	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$79,515	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$61,556	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$61,556	RentFcltyCostsOtherEventsAmt
Gross Receipts Total	$903,245	GrossReceiptsTotalAmt
Charitable Contributions Tot	$798,392	CharitableContributionsTotAmt
Gross Revenue Total Events	$104,853	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$24,515	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$126,119	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$37,637	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$7,675	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$18,625	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$214,571	DirectExpenseSummaryEventsAmt
Net Income Summary	-$109,718	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (11 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
Community Legal Aid
405 Main Street	Worcester	MA	01608	042446242	501 (c)(3)	$90,800	$0	N/A	N/A	1. Support Medical Legal Partnership bewteen Umass Memorial & Community Legal Aid
YWCA of Central MA
One Salem Square	Worcester	MA	01608	042105873	501 (c)(3)	$72,562	$0	N/A	N/A	2. Support Coalition of a Healthy Greater Worcester
City of Worcester
455 Main Street	Worcester	MA	01608	046001418	City of Worcester	$123,000	$0	N/A	N/A	3. Support Worcester Division of Public Health
Worcester Railers HC Charitable Fnd
900 Cummings Ctr	Beverly	MA	01915	811645767	501 (c)(3)	$25,000	$0	N/A	N/A	4. Hockey Sponsorship
United Way of Central MA
484 Main Street	Worcester	MA	01608	042104017	501 (c)(3)	$25,000	$0	N/A	N/A	5. United Way Match Donation 2019 Campaign
Health Care For All
One Federal Street	Boston	MA	02110	043071598	501 (c)(3)	$25,000	$0	N/A	N/A	6. Together For The People Sponsorships
Regional Environmental Council
POBox 255	Worcester	MA	01613	046364350	501 (c)(3)	$22,275	$0	N/A	N/A	7. Support access to healthy food
Pawtucket Red Sox Baseball Club LLC
PO Box 2365	Pawtucket	RI	02861	061494102	501 (c)(3)	$10,000	$0	N/A	N/A	8. Sponsorship of Worcester's New Ballpark
VNA Care Network
97 Libbey Ind Pkwy	Weymouth	MA	01605	042794849	501 (c)(3)	$10,000	$0	N/A	N/A	9. 2019 Worcester Halloween on Ice Sponsorship
Friendly House
36 Wall Street	Worcester	MA	01604	042104239	501 (c)(3)	$7,500	$0	N/A	N/A	10. Sponsorship of Galaxy of Stars Awards Dinner & Golf Classic - Supporting Children
University of MA Medical School
55 Lake Ave N	Worcester	MA	01655	043167352		$2,515,000	$0	N/A	N/A	11. Primary purpose of the academic investment funds is to support the University of Massachusetts Medical School programs.-$2,515,000

Field	Value	IRS element (for citing)
Total501c3 Org	10	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	AT REASONABLE INTERVALS, RE-EVALUATION OF THE GRANTS WILL OCCUR TO ENSURE THAT THE ARRANGEMENTS ARE EXPECTED TO CONTINUE TO SATISFY THE STANDARD SET FORTH.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (34 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ERIC W DICKSON MD
PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.	$1,261,929	$0	$736,399	$0	$89,212	$0	$313,114	$0	$29,688	$0	$2,430,342	$0	$84,154	$0
ROBERT W FINBERG MD
DIRECTOR, UMM HEALTH CARE, INC.	$0	$293,494	$0	$66,142	$0	$65,547	$0	$40,500	$0	$34,720	$0	$500,403	$0	$65,547
MARK JOHNSON MD
DIRECTOR, UMM HEALTH CARE, INC.	$0	$619,173	$0	$44,282	$0	$0	$0	$13,750	$0	$31,576	$0	$708,781	$0	$0
DOUGLAS S BROWN
SECRETARY, UMM HEALTH CARE, INC.	$584,918	$0	$223,902	$0	$87,522	$0	$148,352	$0	$27,239	$0	$1,071,933	$0	$69,555	$0
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM HEALTH CARE, INC.	$366,245	$0	$70,313	$0	$36,020	$0	$82,160	$0	$26,563	$0	$581,301	$0	$36,020	$0
SERGIO MELGAR
EVP/CFO/Treasurer, UMM Health Care, Inc.	$733,668	$0	$278,803	$0	$86,162	$0	$187,479	$0	$41,590	$0	$1,327,702	$0	$67,662	$0
LISA COLOMBO
FORMER KEY EE, SVP, Patient Care Svcs & CNO until 9/30/18	$0	$267,083	$0	$66,936	$0	$15,179	$0	$60,419	$0	$21,226	$0	$430,843	$0	$15,179
PATRICK L MULDOON
FORMER KEY EMPLOYEE, PRESIDENT, MEDICAL CENTER, UNTIL 1/2018	$0	$89,897	$0	$0	$0	$110,496	$0	$107,981	$0	$12,633	$0	$321,007	$0	$73,447
JEFFREY A SMITH MD
FORMER KEY EE, EXEC. VP, COO UNTIL 7/2018	$0	$330,045	$0	$82,419	$0	$516,646	$0	$45,215	$0	$24,433	$0	$998,758	$0	$277,354
WILLIAM CORBETT MD
SVP, COMMUNITY PRACTICES	$0	$380,675	$0	$89,609	$0	$51,111	$0	$104,779	$0	$24,332	$0	$650,506	$0	$51,111
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	$0	$253,177	$0	$49,854	$0	$26,082	$0	$70,709	$0	$30,391	$0	$430,213	$0	$26,082
THERESE DAY
VP/CHIEF FINANCIAL OFFICER MED CENTER	$0	$320,471	$0	$61,835	$0	$42,400	$0	$90,377	$0	$27,069	$0	$542,152	$0	$42,400
ROBERT FELDMANN
SVP, FINANCE/CORPORATE CONTROLLER	$271,422	$0	$56,300	$0	$110,236	$0	$78,468	$0	$27,917	$0	$544,343	$0	$91,736	$0
BARBARA FISHER
SVP, UNTIL FY2019, OPERATIONS (UMMMC)	$0	$245,924	$0	$51,667	$0	$108,537	$0	$78,228	$0	$28,676	$0	$513,032	$0	$90,037
NICOLE GAGNE
PRESIDENT, COMMUNTY HLTHLINK	$0	$230,781	$0	$44,588	$0	$0	$0	$30,995	$0	$26,813	$0	$333,177	$0	$0
JOHN GREENWOOD
SVP, POP HLTH & PRESIDENT, ACO	$0	$296,238	$0	$57,377	$0	$28,526	$0	$90,083	$0	$27,348	$0	$499,572	$0	$28,526
MICHAEL GUSTAFSON MD
PRESIDENT, MEDICAL CENTER	$0	$212,939	$0	$0	$0	$0	$0	$24,069	$0	$16,872	$0	$253,880	$0	$0
ANDREW KARSON MD
SR VP, CMO-UMMMC	$0	$295,059	$0	$64,688	$0	$0	$0	$29,616	$0	$27,531	$0	$416,894	$0	$0
CHERYL LAPRIORE
SVP, CHF OF STAFF &CHF MKTG OFC	$322,909	$0	$62,256	$0	$35,866	$0	$91,300	$0	$26,885	$0	$539,216	$0	$35,866	$0
BART METZGER
SVP, CHIEF HR OFFICER	$379,984	$0	$74,588	$0	$118,202	$0	$58,275	$0	$30,203	$0	$661,252	$0	$112,202	$0
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	$240,114	$0	$46,855	$0	$0	$0	$63,992	$0	$33,740	$0	$384,701	$0	$0	$0
STEVEN ROACH
PRESIDENT, MARLBOROUGH HOSPITAL	$0	$354,727	$0	$76,108	$0	$44,933	$0	$67,964	$0	$27,823	$0	$571,555	$0	$44,933
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	$251,911	$0	$38,307	$0	$15,475	$0	$70,356	$0	$40,053	$0	$416,102	$0	$15,475	$0
ALICE A SHAKMAN
SVP, CLINICAL SVCS	$0	$267,707	$0	$51,000	$0	$38,672	$0	$70,882	$0	$17,324	$0	$445,585	$0	$38,672
MICHELE STREETER
EXEC VP/COO UMMMG	$0	$410,217	$0	$156,641	$0	$31,527	$0	$95,913	$0	$30,343	$0	$724,641	$0	$31,527
DANA SWENSON
SVP, CHIEF FACILITIES OFFICER	$250,069	$0	$48,341	$0	$0	$0	$70,792	$0	$25,268	$0	$394,470	$0	$0	$0
TIMOTHY A TARNOWSKI
SVP, CHIEF INFO OFFICER & CTO	$458,366	$0	$98,200	$0	$64,996	$0	$106,268	$0	$42,202	$0	$770,032	$0	$46,496	$0
STEPHEN E TOSI MD
CHIEF PHYSICIAN EXECUTIVE	$0	$633,862	$0	$247,267	$0	$81,733	$0	$71,286	$0	$33,886	$0	$1,068,034	$0	$63,766
DEBORAH WEYMOUTH
PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL UNTIL FY2019	$0	$397,849	$0	$72,441	$0	$17,524	$0	$105,575	$0	$34,437	$0	$627,826	$0	$0
ERIC J ALPER MD
VP, CHIEF CLIN INFORMATICS OFC	$361,385	$0	$64,280	$0	$60,132	$0	$69,806	$0	$30,788	$0	$586,391	$0	$41,632	$0
JUDY LAROCHE
VP, FINANCE/ASST TREASURER	$241,094	$0	$38,186	$0	$15,400	$0	$60,721	$0	$35,776	$0	$391,177	$0	$15,400	$0
ROBIN L SODANO
VP, INFORMATION SYSTEMS	$252,463	$0	$38,251	$0	$25,491	$0	$56,092	$0	$26,324	$0	$398,621	$0	$25,491	$0
ALAN R WESTON
VP, HUMAN RESOURCES	$276,338	$0	$42,916	$0	$85,500	$0	$65,208	$0	$33,727	$0	$503,689	$0	$85,500	$0
TOD G WIESMAN
VP, OPD,CHIEF LEARNING OFFICER	$264,735	$0	$41,693	$0	$12,119	$0	$48,088	$0	$39,619	$0	$406,254	$0	$12,119	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part II	THE ABOVE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR.
Schedule J, Part II Compensation to employees	Compensation to employees reported in Part VII and Schedule J is paid by UMass Memorial Health Care, Inc. and Affiliates only. Some of our physicians are also employed by the University of Massachusetts Medical School, an unrelated entity for tax purposes.
Schedule J, Part I, Line 4a Severance or change-of-control payment	The following individuals received severance in the reporting period: Included in Sch J Col Biii: Smith, Jeffrey A., MD $239,292
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD: Officers, Directors, Trustees: Bolland Eshghi, Katharine $36,020 Brown, Douglas S. $69,555 Dickson, Eric W., MD $84,154 Finberg, Robert W., MD $65,547 Melgar, Sergio $67,662 Subtotal Off, Dir, Trustees $322,938 Key Employees: Corbett, William, MD $51,111 Cyr, James P. $26,082 Day, Therese $42,400 Feldmann, Robert $91,736 Fisher, Barbara $90,037 Greenwood, John $28,526 Lapriore, Cheryl M. $35,866 Metzger, Bart $112,202 Roach, Steven $44,933 Salzberg, John R. $15,475 Shakman, Alice $38,672 Streeter, Michele $31,527 Tarnowski, Timothy $46,496 Tosi, Stephen E., MD $63,766 Subtotal Key Employees $718,829 Former: Colombo, Lisa $15,179 Muldoon, Patrick $73,447 Smith, Jeffrey A., MD $277,354 Subtotal Former $365,980 Parent Top 5 Highest Paid: Alper, MD, Eric J $41,632 Weston, Alan R. $85,500 Wiesman, Tod G. $12,119 SODANO, ROBIN L. $25,491 LAROCHE, JUDY $15,400 Subtotal Top 5 highest paid $180,142 Total $1,587,889 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): Key Employees: Gagne, Nicole Gustafson, MD, Michael KARSON, ANDREW Randolph, John T. Swenson, Dana E. Weymouth, Deborah

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

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

Issuer Name IssuerName

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

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
CUSIP	000000000	CUSIPNum
Bond Issued	2016-12-07	BondIssuedDt
Issue Price	$125,000,000	IssuePriceAmt
Purpose	Series J/Master Lease: purchase and implement new electronic medical record and billing system	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$8,514,751	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$125,085,627	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$341,000	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$124,744,627	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2017	SubstantialCompletionYr
Refunding Tax Exempt Bonds	false	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, Column (e)	DIFFERENCES BETWEEN THE ISSUE PRICE (PART I COLUMN (E)) AND TOTAL PROCEEDS (PART II LINE 3) ARE DUE TO INVESTMENT EARNINGS.
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Development Finance Agency N/A

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Substantial Contributor
Substantial Contributor	$15,639,131	Independent Contractor Arrangement, donation of $43,750	false
Substantial Contributor
Substantial Contributor	$319,924	Independent Contractor Arrangement, donation of $7,500	false
Substantial Contributor
Substantial Contributor	$238,230	Independent Contractor Arrangement, donation of $12,500	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE CHANCELLOR OF THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL HAS CONTROL OVER 4 TRUSTEE SEATS OF THE ORGANIZATION.
Form 990, Part VI, Line 11b Review of form 990 by governing body	SECTIONS OF THE CORE FORM 990 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 COMPLIANCE COMMITTEE REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE L. THE AUDIT 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.
Form 990, Part VI, Line 12c Conflict of interest policy	THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS AND MANAGEMENT TO COMPLETE ANNUAL DISCLOSURE STATEMENTS AND, TO UPDATE THESE DISCLOSURE STATEMENTS FOR SIGNIFICANT CHANGES IN THEIR OUTSIDE GOVERNANCE AND PROFESSIONAL ACTIVITIES OR, FINANCIAL RELATIONSHIPS AS APPROPRIATE. ADDITIONALLY, ALL TRANSACTIONS INVOLVING BOARD MEMBERS OR MANAGEMENT AND THE ORGANIZATION ARE REQUIRED TO BE APPROVED BY THE COMPLIANCE COMMITTEE OF THE BOARD. The following groups of individuals are covered by this policy: a. All Trustees/Directors: all UMM entities b. UMMHC/UMMMC/UMMMG: Dept Heads and above; selected others c. Physicians: all employed physicians, members of any board committee, members of Medical Staff Executive Committees; others as determined appropriate THERE IS ACTIVE MONITORING by the UMMHC Compliance office AND COMMUNICATION TO ENSURE INDIVIDUALS WITH OUTSIDE RELATIONSHIPS DO NOT INAPPROPRIATELY PARTICIPATE IN BUSINESS DECISIONS OF THE ORGANIZATION, PURCHASING OR RESEARCH ACTIVITIES/DECISIONS. Any conflicts identified are MANAGED AND reported to the appropriate officer and/or governing body. We have an appropriate management plan with any individuals with outside relationships that require mitigation. Where it is necessary, individuals may provide subject matter expertise however they have no influence or authorization of decisions for the organization.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	Compensation matters involving the CEO and Senior Executives are overseen by the Compensation Committee of the Board, which was designated this authority by the Organization's Board of Trustees. The Compensation Committee approved a Compensation Philosophy and Policy which govern compensation matters. THE PHILOSOPHY INCLUDES THE OBJECTIVES OF THE PROGRAM COMPONENTS OF EXECUTIVE COMPENSATION, THE RELEVANT MARKET POSITIONING IN THE MARKET, FACTORS CONSIDERED IN SETTING EXECUTIVE COMPENSATION AND THE IMPORTANCE OF TYING SUCH COMPENSATION TO PERFORMANCE. Independent outside compensation consultants are hired by and report to the Compensation Committee of the Board and provide advice to the Committee on compensation matters. THE COMMITTEE WORKS WITH THESE CONSULTANTS AND WITH LEGAL COUNSEL TO ENSURE THAT ALL COMPENSATION PAID, AS WELL AS THE PROCESS FOLLOWED TO DETERMINE SUCH COMPENSATION IS REASONABLE, MEETS ALL REGULATORY REQUIREMENTS AND IS COMPETITIVE WITH THE RELEVANT MARKET. During the fiscal year, the Compensation Committee met to review and vote on the compensation for the CEO and key personnel. The Compensation Committee voted and approved the CEO's compensation at their annual meeting in March 2019. All other key personnel were voted on and approved at the annual meeting in December 2018.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	Tier - Title - Review date: Tier A - PRESIDENT, CEO - March 2019 Tier B - PRESIDENT, MEDICAL CENTER - December 2018 Tier B - EXEC VP, CFO - December 2018 Tier B - CHIEF PHYSICIAN EXECUTIVE - December 2018 Tier B - PRESIDENT,UMMH & CAO/CLO,UMMHC - December 2018 Tier B - EXEC VP/COO UMMMG - December 2018 Tier C - SVP, CIO & CTO - December 2018 Tier C - SVP, CMO-UMMMC - December 2018 Tier C - PRESIDENT, MARLBORO HOSPITAL - December 2018 Tier C - SVP, CHIEF HR OFFICER - December 2018 Tier C - SVP, COMMUNITY PRACTICES - December 2018 Tier C - SVP, GENERAL COUNSEL-PGL - December 2018 Tier C - SVP, PATIENT CARE SVCS & CNO - December 2018 Tier C - SVP,CHF OF STAFF&CHF MKTG OFC - December 2018 Tier C - VP/CHIEF FINANCIAL OFFICER - December 2018 Tier C - SVP FINANCE/CORP CONTROLLER - December 2018 Tier C - SVP SYSTEM REV CYCLE OPS & CRO - December 2018 Tier C - SVP, POP HLTH & PRESIDENT, ACO - December 2018 Tier C - SVP, CLINICAL SVCS - December 2018 Tier C - SVP, CLINICAL SVCS - December 2018 Tier C - SVP, SURGICAL&PROCEDURAL SVCS - December 2018 Tier C - SVP,CHIEF FACILITIES OFFICER - December 2018 Tier C - VP, CHIEF CORPORATE COMPLIANCE - December 2018 Tier C - PRESIDENT, COMMUNTY HLTH LINK - December 2018
Form 990, Part VI, Line 19 Required documents available to the public	UMASS MEMORIAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY APPLICABLE STATE AND FEDERAL LAWS AND BY REQUEST ON A CASE BY-CASE BASIS.
Form 990, Part IX, Line 11g Other Fees	Temporary services - Total Expense: 755132, Program Service Expense: 753894, Management and General Expenses: 1238, Fundraising Expenses: ; Transcription services - Total Expense: 2805490, Program Service Expense: 2805490, Management and General Expenses: , Fundraising Expenses: ; Affiliate contract service - Total Expense: 7189570, Program Service Expense: 7094665, Management and General Expenses: 94905, Fundraising Expenses: ; Collection fees - Total Expense: 1323315, Program Service Expense: 1323315, Management and General Expenses: , Fundraising Expenses: ; Billing and coding services - Total Expense: 4748608, Program Service Expense: 4748608, Management and General Expenses: , Fundraising Expenses: ; Purchasing management - Total Expense: 2649335, Program Service Expense: 2649335, Management and General Expenses: , Fundraising Expenses: ; Other professional purchased services - Total Expense: 30195985, Program Service Expense: 28084173, Management and General Expenses: 2111812, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Net assets released from restrictions for operations - -1823653; Transfers (to) from related parties - 43848811; Transfers to Operations - 131662; Change in the present value of annuity - 2069580;
Form 990, Part VI, Line 8a and 8b	The organization documents the board and committee meetings by taking minutes, which include all meeting discussions and actions. These written minutes are then approved at the following board and committee meetings.
Part VII Section A Various board titles	OFFICERS: ERIC W. DICKSON, MD PRESIDENT & CEO PRESIDENT & CEO, UMASS MEMORIAL HEALTH CARE, INC. DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. SERGIO MELGAR EXEC VP, CFO TREASURER, UMASS MEMORIAL HEALTH CARE, INC. DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC SECRETARY, UMASS MEMORIAL HEALTH CARE, INC. KATHARINE BOLLAND ESHGHI SR VP, GENERAL COUNSEL-PGL ASSISTANT SECRETARY, UMASS MEMORIAL HEALTH CARE, INC. RICHARD SIEGRIST CHAIRPERSON, DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. RAYMOND PAWLICKI VICE-CHAIRPERSON, DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. DIRECTORS: DAVID L. BENNETT DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. TERENCE FLOTTE, MD DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. MICHAEL COLLINS, MD DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. EDWARD D'ALELIO DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. PAULETTE SEYMOUR-ROUTE, PH.D. DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. ROBERT W. FINBERG, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. PAUL KANGAS DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. RICHARD K. BENNETT DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. LYNDA M. YOUNG, MD DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. PETER KNOX DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. ELVIRA GUARDIOLA DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. EVAN BENJAMIN DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. SUSAN MAILMAN DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. NANCY KANE DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. LESLIE BOVENZI DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. MARK JOHNSON, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC. EDWARD J. PARRY, III DIRECTOR UNTIL FY2019, UMASS MEMORIAL HEALTH CARE, INC. O. NSIDINANYA OKIKE, MD DIRECTOR UNTIL FY2019, UMASS MEMORIAL HEALTH CARE, INC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
UMass Memorial HealthAlliance-Clinton Hospital Inc
60 Hospital Road	Leominster	MA	01453	042103555	Hospital	MA	501(c)(3)	3	NA	Yes (true)
Marlborough Hospital
157 Union Street	Marlborough	MA	01752	042104693	Hospital	MA	501(c)(3)	3	NA	Yes (true)
Community Healthlink Inc
72 Jaques Avenue	Worcester	MA	01610	042626179	Health services	MA	501(c)(3)	7	NA	Yes (true)
UMass Memorial Realty Inc
306 Belmont Street	Worcester	MA	01604	042805630	Real estate	MA	501(c)(3)		NA	Yes (true)
UMass Memorial Medical Group Inc
306 Belmont Street	Worcester	MA	01604	042911067	Health services	MA	501(c)(3)	10	NA	Yes (true)
HealthAlliance Home Health and Hospice Inc
25 Tucker Road	Leominster	MA	01453	042932308	Health services	MA	501(c)(3)	10	NA	Yes (true)
Central New England HealthAlliance Inc
60 Hospital Road	Leominster	MA	01453	043172496	Health services	MA	501(c)(3)	7	NA	Yes (true)
Coordinated Primary Care Inc
60 Hospital Road	Leominster	MA	01453	043210002	Health services	MA	501(c)(3)	10	NA	Yes (true)
UMass Memorial Community Hospitals Inc
306 Belmont Street	Worcester	MA	01604	043296271	Health services	MA	501(c)(3)		NA	Yes (true)
UMass Memorial Medical Center Inc
306 Belmont Street	Worcester	MA	01604	043358564	Hospital	MA	501(c)(3)	3	NA	Yes (true)
UMass Memorial Behavioral Health System Inc
306 Belmont Street	Worcester	MA	01604	043374724	Health services	MA	501(c)(3)	10	NA	Yes (true)
UMass Memorial Health Ventures Inc
306 Belmont Street	Worcester	MA	01604	222605679	Health services	MA	501(c)(3)	7	NA	Yes (true)
UMass Memorial Accountable Care Organization Inc
306 Belmont Street	Worcester	MA	01604	462871359	Health services	MA	501(c)(3)	10	NA	Yes (true)
UMass Memorial Health Care Inc (Group Return)
306 Belmont Street	Worcester	MA	01604	912155626	Health services	MA	501(c)(3)	3	NA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	UMASS MEMORIAL INVESTMENT PARTNERSHIP LLP	BusinessNameLine1Txt

US Address USAddress

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

Field	Value	IRS element (for citing)
EIN	043530755	EIN
Primary Activities	INVESTMENT MANAGEMENT	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	UMASS MEMORIAL HEALTH CARE INC (PARENT)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	Excluded	PredominantIncomeTypeTxt
Share Of Total Income	$10,495,884	ShareOfTotalIncomeAmt
Share Of EOY Assets	$316,764,641	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
UBI Code V	$7,910	UBICodeVAmt
General Or Managing Partner	Yes (true)	GeneralOrManagingPartnerInd
Ownership	0.6303	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	COMMONWEALTH PROFESSIONAL ASSURANCE CO LTD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	980226143	EIN
Primary Activities	CAPTIVE INSURANCE COMPANY	PrimaryActivitiesTxt
Legal Domicile Foreign Country	CJ	LegalDomicileForeignCountryCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	C Corporation	EntityTypeTxt
Share Of Total Income	$0	ShareOfTotalIncomeAmt
Share Of EOY Assets	$161,751,705	ShareOfEOYAssetsAmt
Ownership	1.00	OwnershipPct
Controlled Organization	Yes (true)	ControlledOrganizationInd

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

Transactions Related Org TransactionsRelatedOrgGrp (21 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
UMass Memorial Medical Center Inc
M	$301,600	Fair Value
UMass Memorial Medical Group Inc
M	$4,465,109	Fair Value
Marlborough Hospital
M	$109,139	Fair Value
UMass Memorial HealthAlliance-Clinton Hospital Inc
M	$153,250	Fair Value
UMass Memorial Realty Inc
K	$9,772,647	Fair Value
UMass Memorial Medical Center Inc
B	$749,583	Fair Value
UMass Memorial Medical Group Inc
B	$448,346	Fair Value
Commonwealth Professional Assurance Company LTD
M	$19,345,000	Fair Value
Community HealthLink Inc
R	$4,000,000	Fair Value
UMass Memorial Medical Center Inc
R	$152,028,772	Fair Value
UMass Memorial Accountable Care Organization Inc
M	$3,365,267	Fair Value
UMass Memorial Medical Center Inc
Q	$256,987,729	Fair Value
UMass Memorial Medical Group Inc
Q	$85,117,352	Fair Value
Marlborough Hospital
Q	$8,965,072	Fair Value
UMass Memorial Accountable Care Organization Inc
Q	$895,910	Fair Value
UMass Memorial HealthAlliance-Clinton Hospital Inc
Q	$30,311,090	Fair Value
HealthAlliance Home Health and Hospice Inc
Q	$62,659	Fair Value
UMass Memorial Realty Inc
Q	$295,818	Fair Value
Community HealthLink Inc
Q	$787,995	Fair Value
Commonwealth Professional Assurance Company LTD
P	$29,549,688	Fair Value
UMass Memorial Health Ventures Inc
S	$200,000,000	Fair Value