UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UMASS MEMORIAL HEALTH CARE INC (EIN 04-3358566)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-03
- IRS object ID
- 201822159349301212
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-03T15:01:35-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 | 2016-10-01 | 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 | 2018-08-03 | 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 | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sergio Melgar | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 Belmont Street | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $282,350,744 | 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 | 14 | VotingMembersIndependentCnt |
| Total Employee | 928 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $4,517 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,517 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,066,602 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,732,983 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $214,431,057 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $258,358,386 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,735,263 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,650,520 | CYInvestmentIncomeAmt |
| PY Other Revenue | $77,642 | PYOtherRevenueAmt |
| CY Other Revenue | $76,114 | CYOtherRevenueAmt |
| PY Total Revenue | $222,310,564 | PYTotalRevenueAmt |
| CY Total Revenue | $281,818,003 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,211,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $443,507 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $77,208,759 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $92,170,900 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $712,008 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $141,837,454 | PYOtherExpensesAmt |
| CY Other Expenses | $158,403,961 | CYOtherExpensesAmt |
| PY Total Expenses | $221,258,013 | PYTotalExpensesAmt |
| CY Total Expenses | $251,018,368 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,052,551 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,799,635 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $400,352,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $575,845,502 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $82,586,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,603,577 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $317,765,779 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $487,241,925 | 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 | $244,449,175 | ExpenseAmt |
| Grant | $443,507 | GrantAmt |
| Revenue | $258,358,386 | 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 | $244,449,175 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | 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 | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | 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 | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 424 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 928 | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (true) | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 (54 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) | $1,629,026 | $0 | $383,400 | |||
| Richard Siegrist | ||||||||||
| Chairperson, UMM Health Care, Inc., Director various | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Robert W Finberg MD | ||||||||||
| Director, UMM Health Care, Inc. | 5.0 | 20.0 | Yes (X) | $0 | $406,410 | $70,634 | ||||
| O Nsidinanya Okike MD | ||||||||||
| Director, UMM Health Care, Inc. | 5.0 | 40.0 | Yes (X) | $0 | $124,891 | $2,463 | ||||
| Paulette Seymour-Route PhD | ||||||||||
| Director, UMM Health Care, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $44,000 | $0 | ||||
| Lynda M Young MD | ||||||||||
| Director, UMM Health Care, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $35,490 | $0 | ||||
| David L Bennett | ||||||||||
| Director, UMM Health Care, Inc., UMM Med Center, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard K Bennett | ||||||||||
| Director, UMM Health Care, Inc., Chair Marlborough Hosp., Director various | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Collins MD | ||||||||||
| Director, UMM Health Care, Inc., UMM Med Center, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Edward D'Alelio | ||||||||||
| Director, UMM Health Care, Inc., UMM Med Center, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Terence Flotte MD | ||||||||||
| Director, UMM Health Care, Inc., Director various | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elvira Guardiola | ||||||||||
| Director, UMM Health Care, Inc., UMM Med Center, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Paul Kangas | ||||||||||
| Director, UMM Health Care, Inc., Chair, UMM Health Ventures, Inc., Director various | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Knox | ||||||||||
| Director, UMM Health Care, Inc., UMM Med Center, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Harris L MacNeill | ||||||||||
| Director, UMM Health Care, Inc., Director various | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Ellen McNamara | ||||||||||
| Director, UMM Health Care, Inc., Director various | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Edward J Parry III | ||||||||||
| Director, UMM Health Care, Inc., UMM Med Center, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Raymond Pawlicki | ||||||||||
| Director, UMM Health Care, Inc., UMM Med Center, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jack Wilson | ||||||||||
| Director, UMM Health Care, Inc., UMM Med Center, Inc. | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Katharine Bolland Eshghi | ||||||||||
| Assistant Secretary, UMM Health Care, Inc. | 40.0 | 5.0 | Yes (X) | $497,740 | $0 | $101,959 | ||||
| Douglas S Brown | ||||||||||
| Secretary, UMM Health Care, Inc. | 40.0 | 5.0 | Yes (X) | $830,984 | $0 | $205,231 | ||||
| Sergio Melgar | ||||||||||
| Treasurer, UMM Health Care, Inc. | 40.0 | 5.0 | Yes (X) | $1,004,137 | $0 | $176,146 | ||||
| Lisa Colombo | ||||||||||
| President, Clinton Hospital Assoc. | 5.0 | 40.0 | $0 | $303,633 | $42,536 | Yes (X) | ||||
| William Corbett MD | ||||||||||
| SR VP, COMMUNITY PRACTICES | 5.0 | 40.0 | $0 | $565,034 | $169,193 | Yes (X) | ||||
| Therese Day | ||||||||||
| VP/CFO of Medical Center | 5.0 | 40.0 | $0 | $433,356 | $125,426 | Yes (X) | ||||
| Nicole Gagne | ||||||||||
| PRESIDENT, COMMUNTY HEALTHLINK | 5.0 | 40.0 | $0 | $254,460 | $37,598 | Yes (X) | ||||
| John Greenwood | ||||||||||
| SVP, POP HLTH & PRESIDENT, ACO | 5.0 | 40.0 | $0 | $404,650 | $105,818 | Yes (X) | ||||
| Cheryl M Lapriore | ||||||||||
| SVP,CHF OF STAFF&CHF MKTG OFC | 40.0 | 5.0 | $421,491 | $0 | $116,074 | Yes (X) | ||||
| Patrick Muldoon | ||||||||||
| PRESIDENT of MEDICAL CENTER | 5.0 | 40.0 | $0 | $1,180,497 | $284,407 | Yes (X) | ||||
| Steven Roach | ||||||||||
| PRESIDENT, MARLBOROUGH HOSPITAL | 5.0 | 40.0 | $0 | $511,191 | $85,728 | Yes (X) | ||||
| Michele Streeter | ||||||||||
| EXEC VP/COO UMMMG | 5.0 | 40.0 | $0 | $612,883 | $161,065 | Yes (X) | ||||
| Dana E Swenson | ||||||||||
| SR VP,CHIEF FACILITIES OFFICER | 40.0 | 5.0 | $340,197 | $0 | $87,241 | Yes (X) | ||||
| Stephen E Tosi MD | ||||||||||
| CHIEF PHYSICIAN EXECUTIVE | 5.0 | 40.0 | $0 | $1,123,413 | $109,723 | Yes (X) | ||||
| Deborah Weymouth | ||||||||||
| PRESIDENT, HealthAlliance Hospitals | 5.0 | 40.0 | $0 | $519,897 | $102,798 | Yes (X) | ||||
| James P Cyr | ||||||||||
| Sr. VP, Operations (UMMMC) | 5.0 | 40.0 | $0 | $374,220 | $110,146 | Yes (X) | ||||
| Robert Feldmann | ||||||||||
| VP, Corporate Controller | 40.0 | 5.0 | $444,379 | $0 | $111,185 | Yes (X) | ||||
| Barbara Fisher | ||||||||||
| Sr VP, Operations (UMMMC) | 5.0 | 40.0 | $0 | $392,411 | $120,435 | Yes (X) | ||||
| Cathy Jewell | ||||||||||
| Sr VP, Chief Nursing Officer until 1/31/17 | 5.0 | 40.0 | $0 | $595,855 | $146,133 | Yes (X) | ||||
| Bart Metzger | ||||||||||
| Sr VP, Chief HR Officer | 40.0 | 5.0 | $519,752 | $0 | $79,741 | Yes (X) | ||||
| John T Randolph | ||||||||||
| VP, Chief Corporate Compliance | 40.0 | 5.0 | $324,430 | $0 | $96,493 | Yes (X) | ||||
| Alice Shakman | ||||||||||
| Sr. VP, Operations (UMMMC) | 5.0 | 40.0 | $0 | $394,360 | $97,379 | Yes (X) | ||||
| Jeffrey A Smith MD | ||||||||||
| Executive VP, COO | 5.0 | 40.0 | $0 | $720,189 | $89,318 | Yes (X) | ||||
| Timothy Tarnowski | ||||||||||
| Sr VP, Chief Info Officer | 40.0 | 5.0 | $621,048 | $0 | $128,115 | Yes (X) | ||||
| Eric J Alper MD | ||||||||||
| VP, CHIEF CLIN INFORMATICS OFC | 40.0 | 0 | $490,682 | $0 | $51,814 | Yes (X) | ||||
| Alan R Weston | ||||||||||
| VP, HUMAN RESOURCES | 40.0 | 0 | $358,893 | $0 | $87,396 | Yes (X) | ||||
| Robin L Sodano | ||||||||||
| VP, IS BUSN OPS/PERFORMANCE | 40.0 | 0 | $358,225 | $0 | $71,910 | Yes (X) | ||||
| Tod G Wiesman | ||||||||||
| VP, OPD,CHIEF LEARNING OFFICER | 40.0 | 0 | $341,615 | $0 | $66,487 | Yes (X) | ||||
| John R Salzberg | ||||||||||
| VP, REVENUE CYCLE | 40.0 | 0 | $332,938 | $0 | $93,478 | Yes (X) | ||||
| Sheila Daly | ||||||||||
| Former President until 1/16, Clinton Hospital Association | 0 | $0 | $219,668 | $53,035 | Yes (X) | |||||
| Carlos Iitsuka | ||||||||||
| SR VP,STRATEGY&BUSIN DVLPMT until 7/16 | 0 | $402,254 | $0 | $51,161 | Yes (X) | |||||
| Patricia George | ||||||||||
| VP & Deputy CIO, until 11/15 | 0 | $326,488 | $0 | $16,959 | Yes (X) | |||||
| Margaret Hudlin MD | ||||||||||
| CMO/VP Perioperative Svcs, until 9/1/16 | 0 | $0 | $887,564 | $17,758 | Yes (X) | |||||
| Robert Klugman MD | ||||||||||
| Former Chief Quality Officer, until 9/30/13 | 0 | $0 | $792,120 | $0 | Yes (X) | |||||
| Todd Keating | ||||||||||
| Treasurer until 2/14, UMass Memorial Health Care, Inc. and Director of other boards | 0 | $17,808 | $0 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,262,088 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $10,896,192 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,856,382 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 202 | 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 |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | |||||
| PO BOX 640382 | PITTSBURGH | PA | 15264 | ADVISORY SERVICES | $14,241,829 |
| CROTHALL HLTHCARE INC | |||||
| 13028 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | LINEN MANAGEMENT SERVICES | $7,819,514 |
| STOLTENBERG CONSULTING INC | |||||
| 5815 LIBERTY ROAD | BETHEL PARK | PA | 15102 | IS CONSULTING | $6,386,350 |
| ATOS IT OUTSOURCING SVCS LLC | |||||
| PO BOX 982442 | EL PASO | TX | 79998 | IT SERVICES | $3,900,329 |
| TIERPOINT NEW YORK LLC | |||||
| 12444 POWERSCOURT DR STE 450 | ST LOUIS | MO | 63131 | IS INFRASTRUCTURE | $3,408,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 46 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $82,875 | FederatedCampaignsAmt |
| Fundraising | $529,155 | FundraisingAmt |
| Government Grants | $394,160 | GovernmentGrantsAmt |
| All Other Contributions | $1,726,793 | AllOtherContributionsAmt |
| Noncash Contributions | $12,752 | NoncashContributionsAmt |
| Total Contributions | $2,732,983 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SYSTEM ALLOCATION REVENUE | 622110 | $210,731,883 | $210,731,883 |
| AFF. PROFESSIONAL LIABILITY INSURANCE PREMIUM | 622110 | $28,351,188 | $28,351,188 |
| AFF. WORKERS COMPENSATION INSURANCE PREMIUM | 622110 | $9,182,449 | $9,182,449 |
| AFF. GENERAL INSURANCE PREMIUM | 622110 | $3,611,512 | $3,611,512 |
| OTHER PROGRAM SERVICE REVENUE | 622110 | $6,481,354 | $6,481,354 |
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 | $258,358,386 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,072,324 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,517 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,067,807 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,114 | TotalRevenueColumnAmt |
| Exclusion | $76,114 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $421,804 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$421,804 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$421,804 | TotalRevenueColumnAmt |
| Exclusion | -$421,804 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $110,937 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $529,155 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $110,937 | FundraisingDirectExpensesAmt |
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 | $281,818,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $258,358,386 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,517 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,722,117 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,507 | TotalAmt |
| Program Services | $332,507 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,000 | TotalAmt |
| Program Services | $111,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,848,581 | TotalAmt |
| Program Services | $8,848,581 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,423,379 | TotalAmt |
| Program Services | $58,376,669 | ProgramServicesAmt |
| Management And General | $2,046,710 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,296,364 | TotalAmt |
| Program Services | $8,015,343 | ProgramServicesAmt |
| Management And General | $281,021 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,530,931 | TotalAmt |
| Program Services | $7,400,685 | ProgramServicesAmt |
| Management And General | $1,130,246 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,071,645 | TotalAmt |
| Program Services | $5,915,072 | ProgramServicesAmt |
| Management And General | $156,573 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,312,175 | TotalAmt |
| Program Services | $1,312,175 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,705 | TotalAmt |
| Program Services | $977,705 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,270 | TotalAmt |
| Program Services | $7,270 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,957 | TotalAmt |
| Program Services | $98,500 | ProgramServicesAmt |
| Management And General | $612,457 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,409,376 | TotalAmt |
| Program Services | $21,748,151 | ProgramServicesAmt |
| Management And General | $661,225 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,701,769 | TotalAmt |
| Program Services | $2,691,737 | ProgramServicesAmt |
| Management And General | $10,032 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,604 | TotalAmt |
| Program Services | $493,961 | ProgramServicesAmt |
| Management And General | $33,643 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,973,956 | TotalAmt |
| Program Services | $104,973,956 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,668,171 | TotalAmt |
| Program Services | $4,380,085 | ProgramServicesAmt |
| Management And General | $288,086 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,995 | TotalAmt |
| Program Services | $358,778 | ProgramServicesAmt |
| Management And General | $147,217 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,044 | TotalAmt |
| Program Services | $310,429 | ProgramServicesAmt |
| Management And General | $113,615 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,195,095 | TotalAmt |
| Program Services | $2,195,095 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,023,396 | TotalAmt |
| Program Services | $15,000,175 | ProgramServicesAmt |
| Management And General | $23,221 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Foundation Fundraising Expenses | $712,008 | $712,008 | ||
| Membership dues & subscriptions | $759,915 | $590,460 | $169,455 | |
| Licenses & taxes | $86,007 | $86,007 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,518 | TotalAmt |
| Program Services | $224,834 | ProgramServicesAmt |
| Management And General | $183,684 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,018,368 | TotalAmt |
| Program Services | $244,449,175 | ProgramServicesAmt |
| Management And General | $5,857,185 | ManagementAndGeneralAmt |
| Fundraising | $712,008 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,765,637 | BOYAmt |
| EOY | $4,226,682 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,116,852 | BOYAmt |
| EOY | $4,379,524 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,659 | BOYAmt |
| EOY | $812,202 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,212,648 | BOYAmt |
| EOY | $1,277,675 | 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 | $10,805,569 | BOYAmt |
| EOY | $13,695,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $201,130,181 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,982,405 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,882,701 | BOYAmt |
| EOY | $198,147,776 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,573,388 | BOYAmt |
| EOY | $1,319,532 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,737,733 | BOYAmt |
| EOY | $300,980,905 | 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 | $16,214,442 | BOYAmt |
| EOY | $51,005,396 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,352,629 | BOYAmt |
| EOY | $575,845,502 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,670,900 | BOYAmt |
| EOY | $43,129,820 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,203 | BOYAmt |
| EOY | $364,564 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,761,747 | BOYAmt |
| EOY | $45,109,193 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,586,850 | BOYAmt |
| EOY | $88,603,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,240,825 | BOYAmt |
| EOY | $428,008,694 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,088,365 | BOYAmt |
| EOY | $32,294,604 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,436,589 | BOYAmt |
| EOY | $26,938,627 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,765,779 | BOYAmt |
| EOY | $487,241,925 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,352,629 | BOYAmt |
| EOY | $575,845,502 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $30,799,635 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,953,015 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $127,723,496 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 14 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (14 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| UMASS MEMORIAL MEDICAL CENTER INC | ||||
| 043358564 | 3 | Yes (true) | $175,550,274 | $0 |
| The Clinton Hospital Association | ||||
| 041185520 | 3 | false | $3,232,347 | $0 |
| Marlborough Hospital | ||||
| 042104693 | 3 | false | $5,013,667 | $0 |
| HealthAlliance Hospitals Inc | ||||
| 042103555 | 3 | false | $9,206,501 | $0 |
| UMass Memorial Medical Group Inc | ||||
| 042911067 | 9 | false | $57,890,020 | $0 |
| UMass Memorial Accountable Care Organization Inc | ||||
| 462871359 | 9 | false | $1,076,170 | $0 |
| UMass Memorial Behavioral Health System Inc | ||||
| 043374724 | 9 | false | $0 | $0 |
| UMass Memorial Community Hospitals Inc | ||||
| 043296271 | 3 | false | $0 | $0 |
| UMass Memorial Health Ventures Inc | ||||
| 222605679 | 9 | false | $0 | $0 |
| UMass Memorial Realty Inc | ||||
| 042805630 | 9 | false | $293,688 | $0 |
| Community HealthLink Inc | ||||
| 042626179 | 9 | false | $752,508 | $0 |
| Central New England HealthAlliance Inc | ||||
| 043172496 | 9 | false | $0 | $0 |
| HealthAlliance Home Health and Hospice Inc | ||||
| 042932308 | 9 | false | $44,265 | $0 |
| Coordinated Primary Care Inc | ||||
| 043210002 | 9 | false | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 14 | SupportedOrganizationsTotalCnt |
| Support Sum | $253,059,440 | 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 |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $7,270 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,270 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | Amounts represent percentage of lobbying expenses included in membership dues. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | Amounts represent percentage of lobbying expenses included in membership dues. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,106,196 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,703,446 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,295,756 | OtherExpendituresAmt |
| End Year Balance | $41,513,886 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,224,612 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,507,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,625,730 | OtherExpendituresAmt |
| End Year Balance | $39,106,196 | 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 | $17,163,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,982,405 | DepreciationAmt |
| Book Value | $14,181,199 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $183,966,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $183,966,577 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $198,147,776 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment in captive insurance company | $120,000 | F |
| Investment in Limited Partnership | F | |
| Units in Investment Partnership | $298,825,634 | F |
| Privately-held Company Shares | $2,035,271 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $300,980,905 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash value of life insurance policies | $36,164 |
| Due from Related Parties | $50,969,232 |
| Due from Third Parties |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $51,005,396 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to related parties | $0 |
| Due to University of Massachusetts Medical School | $3,050,707 |
| Outstanding Loss Reserves | $35,701,232 |
| Annuity Payable | $2,447,864 |
| Accrued LT incentive compensation | $1,348,000 |
| Third Party Liabilities | |
| Other Long-Term Liabilities | $2,561,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,109,193 | 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 | Income Taxes: 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 income. The measurement of the amounts recorded as a provision for income taxes based upon the aforementioned approach was $315,000 and $301,000 for the years ended September 30, 2017 and 2016, respectively, and is recorded as part of supplies and other expense in the accompanying consolidated statements of operations. Certain affiliates have federal and state income tax net operating loss ("NOL") carryforwards related to its discontinued laboratory outreach business. For the year ended September 30, 2017, federal and state NOL carryforwards were $26,992,000. Such NOL carryforwards expire from 2020 to 2035. It is more likely than not that the income tax benefits will not be realized. The System does not believe it has any significant uncertain tax positions. |
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 | $155,461 | |
| Central America and the Caribbean | 1 | 1 | Investments | $120,000 | |
| Central America and the Caribbean | 1 | 1 | Program Services | $29,136,929 | Reimbursement of claims paid |
| Central America and the Caribbean | 1 | 1 | Program Services | $9,244,992 | Insurance premiums paid |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $38,657,382 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $38,657,382 | 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 | $580,969 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $488,827 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $92,142 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $7,371 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $28,798 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $29,738 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,742 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,493 | OtherDirectExpensesEvent1Amt |
| Event2 | Tee Up | Event2Nm |
| Gross Receipts Event2 | $44,835 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,780 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,055 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $14,055 | RentFacilityCostsEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $14,288 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,548 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,740 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,740 | RentFcltyCostsOtherEventsAmt |
| Gross Receipts Total | $640,092 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $529,155 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $110,937 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,371 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $47,593 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $29,738 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,742 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,493 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $110,937 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| City of Worcester | ||||||||||
| 455 Main Street | Worcester | MA | 01608 | 046001418 | City of Worcester | $123,000 | N/A | N/A | Support Worcester Division of Public Health | |
| Worcester Telegram Gazette Foundation | ||||||||||
| Po Box 15012 | Worcester | MA | 01615 | 222513752 | 501 (c)(3) | $40,000 | N/A | N/A | Sponsorship | |
| Clark University Mosakowski Institute | ||||||||||
| 950 Main St | Worcester | MA | 01610 | 042111203 | 501 (c)(3) | $30,000 | N/A | N/A | Support Academic Health Department Partnership | |
| Regional Environmental Council | ||||||||||
| PO Box 255 | Worcester | MA | 01613 | 046364350 | 501 (c)(3) | $28,000 | N/A | N/A | Support access to healthy food | |
| Worcester Railers HC Charitable Foundation | ||||||||||
| 900 Cummings Center | Beverly | MA | 01915 | 811645767 | 501 (c)(3) | $25,000 | N/A | N/A | Hockey Sponsorship | Suite 226-U |
| VNA Care Network | ||||||||||
| 120 Thomas St | Worcester | MA | 01608 | 042103825 | 501 (c)(3) | $10,000 | N/A | N/A | Support home health services | |
| Francis Ouimet Scholarship Fund | ||||||||||
| 300 Arnold Palmer | Norton | MA | 02766 | 042234126 | 501 (c)(3) | $10,000 | N/A | N/A | Caddy Workforce program for Youth at GreenHill Park | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Stipends | GrantTypeTxt |
| Recipient | 24 | RecipientCnt |
| Cash Grant | $111,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 3 Additional grants and other assistance to domestic organizations | Total Additional grants and other assistance to domestic organizations for amounts less than $5,000 total $66,507. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (37 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Todd Keating | ||||||||||||||
| Treasurer until 2/14, UMass Memorial Health Care, Inc. and Director of other boards | $0 | $0 | $0 | $0 | $17,808 | $0 | $0 | $0 | $0 | $0 | $17,808 | $0 | $17,808 | $0 |
| Eric W Dickson MD | ||||||||||||||
| President & CEO/Director, UMM Health Care, Inc. | $1,057,840 | $0 | $528,650 | $0 | $42,536 | $0 | $327,911 | $0 | $55,489 | $0 | $2,012,426 | $0 | $40,466 | $0 |
| Robert W Finberg MD | ||||||||||||||
| Director, UMM Health Care, Inc. | $0 | $282,351 | $0 | $74,655 | $0 | $49,405 | $0 | $39,187 | $0 | $31,446 | $0 | $477,044 | $0 | $49,405 |
| Katharine Bolland Eshghi | ||||||||||||||
| Assistant Secretary, UMM Health Care, Inc. | $335,319 | $0 | $129,196 | $0 | $33,225 | $0 | $78,350 | $0 | $23,609 | $0 | $599,699 | $0 | $33,225 | $0 |
| Douglas S Brown | ||||||||||||||
| Secretary, UMM Health Care, Inc. | $540,831 | $0 | $245,570 | $0 | $44,584 | $0 | $180,928 | $0 | $24,303 | $0 | $1,036,215 | $0 | $44,584 | $0 |
| Sergio Melgar | ||||||||||||||
| Treasurer, UMM Health Care, Inc. | $649,922 | $0 | $296,693 | $0 | $57,523 | $0 | $137,298 | $0 | $38,849 | $0 | $1,180,283 | $0 | $57,523 | $0 |
| Sheila Daly | ||||||||||||||
| Former President until 1/16, Clinton Hospital Association | $0 | $201,306 | $0 | $18,362 | $0 | $0 | $0 | $43,262 | $0 | $9,773 | $0 | $272,702 | $0 | $0 |
| Carlos Iitsuka | ||||||||||||||
| SR VP,STRATEGY&BUSIN DVLPMT until 7/16 | $152,149 | $0 | $95,280 | $0 | $154,825 | $0 | $34,641 | $0 | $16,520 | $0 | $453,415 | $0 | $75,595 | $0 |
| Patricia George | ||||||||||||||
| VP & Deputy CIO, until 11/15 | $300,000 | $0 | $0 | $0 | $26,488 | $0 | $11,365 | $0 | $5,594 | $0 | $343,447 | $0 | $26,488 | $0 |
| Margaret Hudlin MD | ||||||||||||||
| CMO/VP Perioperative Svcs, until 9/1/16 | $0 | $253,162 | $0 | $369,221 | $0 | $265,181 | $0 | $0 | $0 | $17,758 | $0 | $905,322 | $0 | $120,584 |
| Robert Klugman MD | ||||||||||||||
| Former Chief Quality Officer, until 9/30/13 | $0 | $0 | $0 | $19,203 | $0 | $772,916 | $0 | $0 | $0 | $0 | $0 | $792,120 | $0 | $755,982 |
| Lisa Colombo | ||||||||||||||
| President, Clinton Hospital Assoc. | $0 | $217,363 | $0 | $76,275 | $0 | $9,995 | $0 | $19,238 | $0 | $23,297 | $0 | $346,168 | $0 | $0 |
| William Corbett MD | ||||||||||||||
| SR VP, COMMUNITY PRACTICES | $0 | $373,014 | $0 | $156,814 | $0 | $35,206 | $0 | $147,006 | $0 | $22,187 | $0 | $734,226 | $0 | $35,206 |
| Therese Day | ||||||||||||||
| VP/CFO of Medical Center | $0 | $298,984 | $0 | $110,604 | $0 | $23,768 | $0 | $102,317 | $0 | $23,109 | $0 | $558,782 | $0 | $23,768 |
| Nicole Gagne | ||||||||||||||
| PRESIDENT, COMMUNTY HEALTHLINK | $0 | $196,470 | $0 | $57,990 | $0 | $0 | $0 | $14,164 | $0 | $23,434 | $0 | $292,058 | $0 | $0 |
| John Greenwood | ||||||||||||||
| SVP, POP HLTH & PRESIDENT, ACO | $0 | $283,618 | $0 | $103,429 | $0 | $17,603 | $0 | $81,471 | $0 | $24,347 | $0 | $510,468 | $0 | $17,603 |
| Cheryl M Lapriore | ||||||||||||||
| SVP,CHF OF STAFF&CHF MKTG OFC | $295,259 | $0 | $101,234 | $0 | $24,998 | $0 | $92,965 | $0 | $23,109 | $0 | $537,565 | $0 | $24,998 | $0 |
| Patrick Muldoon | ||||||||||||||
| PRESIDENT of MEDICAL CENTER | $0 | $757,686 | $0 | $375,229 | $0 | $47,583 | $0 | $244,115 | $0 | $40,292 | $0 | $1,464,904 | $0 | $47,583 |
| Steven Roach | ||||||||||||||
| PRESIDENT, MARLBOROUGH HOSPITAL | $0 | $342,141 | $0 | $128,609 | $0 | $40,440 | $0 | $60,394 | $0 | $25,334 | $0 | $596,919 | $0 | $40,440 |
| Michele Streeter | ||||||||||||||
| EXEC VP/COO UMMMG | $0 | $404,850 | $0 | $184,369 | $0 | $23,664 | $0 | $136,271 | $0 | $24,795 | $0 | $773,949 | $0 | $23,664 |
| Dana E Swenson | ||||||||||||||
| SR VP,CHIEF FACILITIES OFFICER | $245,086 | $0 | $95,111 | $0 | $0 | $0 | $65,055 | $0 | $22,187 | $0 | $427,439 | $0 | $0 | $0 |
| Stephen E Tosi MD | ||||||||||||||
| CHIEF PHYSICIAN EXECUTIVE | $0 | $638,739 | $0 | $291,042 | $0 | $193,632 | $0 | $80,547 | $0 | $29,176 | $0 | $1,233,136 | $0 | $193,632 |
| Deborah Weymouth | ||||||||||||||
| PRESIDENT, HealthAlliance Hospitals | $0 | $387,246 | $0 | $132,651 | $0 | $0 | $0 | $87,590 | $0 | $15,209 | $0 | $622,696 | $0 | $0 |
| James P Cyr | ||||||||||||||
| Sr. VP, Operations (UMMMC) | $0 | $251,073 | $0 | $98,089 | $0 | $25,058 | $0 | $86,168 | $0 | $23,978 | $0 | $484,366 | $0 | $25,058 |
| Robert Feldmann | ||||||||||||||
| VP, Corporate Controller | $283,862 | $0 | $110,774 | $0 | $49,743 | $0 | $85,102 | $0 | $26,083 | $0 | $555,564 | $0 | $49,743 | $0 |
| Barbara Fisher | ||||||||||||||
| Sr VP, Operations (UMMMC) | $0 | $261,856 | $0 | $101,657 | $0 | $28,898 | $0 | $98,248 | $0 | $22,187 | $0 | $512,845 | $0 | $28,898 |
| Cathy Jewell | ||||||||||||||
| Sr VP, Chief Nursing Officer until 1/31/17 | $0 | $298,487 | $0 | $115,148 | $0 | $182,220 | $0 | $112,952 | $0 | $33,182 | $0 | $741,988 | $0 | $182,220 |
| Bart Metzger | ||||||||||||||
| Sr VP, Chief HR Officer | $372,995 | $0 | $146,757 | $0 | $0 | $0 | $53,905 | $0 | $25,836 | $0 | $599,493 | $0 | $0 | $0 |
| John T Randolph | ||||||||||||||
| VP, Chief Corporate Compliance | $232,236 | $0 | $92,194 | $0 | $0 | $0 | $71,784 | $0 | $24,709 | $0 | $420,923 | $0 | $0 | $0 |
| Alice Shakman | ||||||||||||||
| Sr. VP, Operations (UMMMC) | $0 | $263,326 | $0 | $100,351 | $0 | $30,683 | $0 | $85,260 | $0 | $12,120 | $0 | $491,739 | $0 | $30,683 |
| Jeffrey A Smith MD | ||||||||||||||
| Executive VP, COO | $0 | $520,600 | $0 | $199,590 | $0 | $0 | $0 | $59,090 | $0 | $30,228 | $0 | $809,507 | $0 | $0 |
| Timothy Tarnowski | ||||||||||||||
| Sr VP, Chief Info Officer | $448,327 | $0 | $172,722 | $0 | $0 | $0 | $91,387 | $0 | $36,727 | $0 | $749,163 | $0 | $0 | $0 |
| Eric J Alper MD | ||||||||||||||
| VP, CHIEF CLIN INFORMATICS OFC | $367,069 | $0 | $123,613 | $0 | $0 | $0 | $28,705 | $0 | $23,109 | $0 | $542,496 | $0 | $0 | $0 |
| Alan R Weston | ||||||||||||||
| VP, HUMAN RESOURCES | $267,488 | $0 | $85,552 | $0 | $5,853 | $0 | $64,157 | $0 | $23,239 | $0 | $446,289 | $0 | $0 | $0 |
| Robin L Sodano | ||||||||||||||
| VP, IS BUSN OPS/PERFORMANCE | $242,324 | $0 | $62,250 | $0 | $53,651 | $0 | $48,801 | $0 | $23,109 | $0 | $430,135 | $0 | $0 | $0 |
| Tod G Wiesman | ||||||||||||||
| VP, OPD,CHIEF LEARNING OFFICER | $247,797 | $0 | $52,572 | $0 | $41,246 | $0 | $37,362 | $0 | $29,125 | $0 | $408,102 | $0 | $0 | $0 |
| John R Salzberg | ||||||||||||||
| VP, REVENUE CYCLE | $240,366 | $0 | $76,363 | $0 | $16,209 | $0 | $64,499 | $0 | $28,979 | $0 | $426,416 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part II | 1) 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 I, Line 4a Severance or change-of-control payment | The following individuals received or had deferred severance in the reporting period: Included in Sch J Col Biii: Hudlin, Margaret, MD $ 144,597 Carlos Iitsuka $ 79,230 |
| 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 $33,225 Brown, Douglas S. $44,584 Dickson, Eric W., MD $40,466 Finberg, Robert W., MD $49,405 Melgar, Sergio $57,523 Subtotal Off, Dir, Trustees $225,203 Key Employees: Corbett, William, MD $35,206 Day, Therese $23,768 Fisher, Barbara $28,898 Greenwood, John $17,603 Jewell, Cathy $182,220 Lapriore, Cheryl M. $24,998 Muldoon, Patrick $47,583 Roach, Steven $40,440 Shakman, Alice $30,683 Streeter, Michele $23,664 Tosi, Stephen E., MD $193,632 Subtotal Key Employees $648,695 Former: George, Patricia $26,488 Hudlin, Margaret, MD $120,584 Iitsuka, Carlos $75,595 Keating, Todd A. $17,808 Klugman, Robert, MD $755,982 Subtotal Former $996,457 Parent Top 5: John Salzberg $16,209 Subtotal Top 5 highest paid $16,209 Total $1,886,564 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): Key Employees: Colombo, Lisa Cyr, James P. Feldmann, Robert Gagne, Nicole Metzger, Bart Randolph, John T. Smith, Jeffrey A., MD Swenson, Dana E. Tarnowski, Timothy Weymouth, Deborah Former: Daly, Sheila Parent Top 5: Al Weston Robin Sodano Tod Wiesman |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 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 RELATED TO EXECUTIVE COMPENSATION AND SCHEDULE J ARE REVIEWED IN DETAIL WITH THE ORGANIZATION'S COMPENSATION COMMITTEE OF THE BOARD. THE COMPLIANCE COMMITTEE OF THE BOARD REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE L THE AUDIT COMMITTEE OF THE BOARD REVIEWS THE FORM 990 INCLUDING THE ABOVE SCHEDULES 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 Dept. of Compliance AND COMMUNICATION TO ENSURE INDIVIDUALS WITH OUTSIDE RELATIONSHIPS DO NOT INAPPROPRIATELY PARTICIPATE IN BUSINESS DECISIONS OF THE ORGANIZATION, PURCHASING OR RESEARCH DECISIONS. Any conflicts identified are 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 consultant is hired by and reports to the Compensation Committee of the Board and provides 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 meet to review and vote on the compensation for the CEO and key personnel. The Compensation Committee voted and approved the CEO compensation at their annual meeting in March 2017. All other key personnel were voted and approved at the annual meeting in December 2016. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Tier Title Review date: A President, CEO March 2017 B Exec VP/COO UMMMG December 2016 B President, UMMH & CAO/CLO, UMMHC December 2016 B Chief Physician Executive December 2016 B President, Medical Center December 2016 B Exec VP, CFO December 2016 C President, Clinton Hospital Assoc. December 2016 C SVP, Chf of Staff &Chf Mktg Ofc December 2016 C Sr VP, Community Practices December 2016 C VP/Chief Financial Officer Med Center December 2016 C VP, Chief Corporate Compliance December 2016 C VP of Finance/Corp Controller December 2016 C Sr VP, Operations (UMMMC) December 2016 C Sr VP, Operations (UMMMC) December 2016 C Sr VP, Chief Facilities Officer December 2016 C Sr VP, Operations (UMMMC) December 2016 C SVP, Pop Hlth & President, ACO December 2016 C Sr VP, General Counsel-PGL December 2016 C Sr VP, Chief Info Officer December 2016 C Sr VP, Chief HR Officer December 2016 C Exec VP, COO December 2016 C President, HealthAlliance December 2016 C President, Marlborough Hospital December 2016 C President, Communty HlthLink December 2016 |
| 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 XI, Line 9 Other changes in net assets or fund balances | Net assets released from restrictions for operations - 326939; Transfers (to) from related parties - XXX-XX-XXXX; Temporary Restricted Expenditures - -8201590; Change in the present value of annuity - -368068; Pledges written off - -15000; Transfer out of the endowment - -2336395; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM ON A CONSOLIDATED BASIS. THE ORGANIZATION HAS AN AUDIT COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS CONSOLIDATED FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE PARENT IS INCLUDED IN UMASS MEMORIAL HEALTH CARE INC AND AFFILIATE'S CONSOLIDATED FINANCIAL STATEMENTS. |
| 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 | David L. Bennett Director, UMass Memorial Health Care, Inc. Douglas S. Brown PRESIDENT,UMMH & CAO/CLO,UMMHC Secretary, UMass Memorial Health Care, Inc. Edward D'Alelio Director, UMass Memorial Health Care, Inc. Edward J. Parry, III Director, UMass Memorial Health Care, Inc. Elvira Guardiola Director, UMass Memorial Health Care, Inc. Eric W. Dickson, MD President & CEO, UMass Memorial Health Care, Inc. Director, UMass Memorial Health Care, Inc. Harris L. MacNeill Director, UMass Memorial Health Care, Inc. Jack Wilson Director, UMass Memorial Health Care, Inc. Katharine Bolland Eshghi SR VP, GENERAL COUNSEL-PGL Assistant Secretary, UMass Memorial Health Care, Inc. Lynda M. Young, MD Director, UMass Memorial Health Care, Inc. Mary Ellen McNamara Director, UMass Memorial Health Care, Inc. Michael Collins, MD Director, UMass Memorial Health Care, Inc. O. Nsidinanya Okike, MD PATIENT EXPERIENCE OFFICER Director, UMass Memorial Health Care, Inc. Paul Kangas Director, UMass Memorial Health Care, Inc. Paulette Seymour-Route, Ph.D. Director, UMass Memorial Health Care, Inc. Peter Knox Director, UMass Memorial Health Care, Inc. Raymond Pawlicki Director, UMass Memorial Health Care, Inc. Richard K. Bennett Director, UMass Memorial Health Care, Inc. Richard Siegrist Chairperson, UMass Memorial Health Care, Inc. Robert W. Finberg, MD CLINICAL DEPARTMENT CHAIR Director, UMass Memorial Health Care, Inc. Sergio Melgar EXEC VP, CFO Treasurer, UMass Memorial Health Care, Inc. Terence Flotte, MD Director, UMass Memorial Health Care, Inc. |
| Other disclosure notice attached | An insurance company refunded a premium payment of $15,103.46 in error to the President and CEO/Director in calendar 2016. This was identified and corrected in calendar year 2017. For 409(A) compliance purposes, § 409A Relief Under § VI.B of Notice 2008-113 is attached to this return. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| The Clinton Hospital Association | ||||||||||
| 201 Highland Street | Clinton | MA | 01510 | 041185520 | Hospital | MA | 501(c)(3) | 3 | NA | false |
| HealthAlliance Hospitals Inc | ||||||||||
| 60 Hospital Road | Leominster | MA | 01453 | 042103555 | Hospital | MA | 501(c)(3) | 3 | NA | false |
| Marlborough Hospital | ||||||||||
| 157 Union Street | Marlborough | MA | 01752 | 042104693 | Hospital | MA | 501(c)(3) | 3 | NA | false |
| Community Healthlink Inc | ||||||||||
| 72 Jaques Avenue | Worcester | MA | 01610 | 042626179 | Health services | MA | 501(c)(3) | 10 | NA | false |
| UMass Memorial Realty Inc | ||||||||||
| 306 Belmont Street | Worcester | MA | 01604 | 042805630 | Real estate | MA | 501(c)(3) | 10 | NA | false |
| UMass Memorial Medical Group Inc | ||||||||||
| 306 Belmont Street | Worcester | MA | 01604 | 042911067 | Health services | MA | 501(c)(3) | 10 | NA | false |
| HealthAlliance Home Health and Hospice Inc | ||||||||||
| 25 Tucker Road | Leominster | MA | 01453 | 042932308 | Health services | MA | 501(c)(3) | 10 | NA | false |
| Central New Enqland HealthAlliance Inc | ||||||||||
| 60 Hospital Road | Leominster | MA | 01453 | 043172496 | Health services | MA | 501(c)(3) | 10 | NA | false |
| Coordinated Primary Care Inc | ||||||||||
| 60 Hospital Road | Leominster | MA | 01453 | 043210002 | Health services | MA | 501(c)(3) | 10 | NA | false |
| UMass Memorial Community Hospitals Inc | ||||||||||
| 306 Belmont Street | Worcester | MA | 01604 | 043296271 | Health services | MA | 501(c)(3) | 10 | NA | false |
| UMass Memorial Medical Center Inc | ||||||||||
| 306 Belmont Street | Worcester | MA | 01604 | 043358564 | Hospital | MA | 501(c)(3) | 3 | NA | false |
| UMass Memorial Behavioral Health System Inc | ||||||||||
| 306 Belmont Street | Worcester | MA | 01604 | 043374724 | Health services | MA | 501(c)(3) | 10 | NA | false |
| UMass Memorial Health Ventures Inc | ||||||||||
| 306 Belmont Street | Worcester | MA | 01604 | 222605679 | Health services | MA | 501(c)(3) | 10 | NA | false |
| UMass Memorial Accountable Care Organization Inc | ||||||||||
| 306 Belmont Street | Worcester | MA | 01604 | 462871359 | Health services | MA | 501(c)(3) | 10 | NA | false |
| UMass Memorial Health Care Inc (Group Return) | ||||||||||
| 306 Belmont Street | Worcester | MA | 01604 | 912155626 | Health services | MA | 501(c)(3) | 3 | NA | false |
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 | ONE BIOTECH PARK 365 PLANTATION ST | 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 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of EOY Assets | $298,825,634 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.5582 | 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) |
|---|---|---|
| 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 | $8,276,608 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $152,702,826 | 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 | 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 | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (19 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UMass Memorial Medical Center Inc | ||
| M | $221,779 | Fair Value |
| UMass Memorial Medical Group Inc | ||
| M | $5,046,165 | Fair Value |
| Community HealthLink Inc | ||
| M | $169,650 | Fair Value |
| UMass Memorial Realty Inc | ||
| K | $6,811,156 | Fair Value |
| UMass Memorial Accountable Care Organization Inc | ||
| M | $3,100,000 | Fair Value |
| UMass Memorial Medical Center Inc | ||
| B | $2,138,494 | Fair Value |
| UMass Memorial Medical Group Inc | ||
| B | $791,384 | Fair Value |
| Commonwealth Professional Assurance Company LTD | ||
| M | $9,244,992 | Fair Value |
| The Clinton Hospital Association | ||
| B | $311,526 | Fair Value |
| UMass Memorial Medical Center Inc | ||
| Q | $175,550,274 | Fair Value |
| UMass Memorial Medical Group Inc | ||
| Q | $57,890,020 | Fair Value |
| Marlborough Hospital | ||
| Q | $5,013,667 | Fair Value |
| UMass Memorial Accountable Care Organization Inc | ||
| Q | $1,076,170 | Fair Value |
| Central New England Health Alliance Inc | ||
| Q | $12,483,113 | Fair Value |
| UMass Memorial Realty Inc | ||
| Q | $293,688 | Fair Value |
| Community HealthLink Inc | ||
| Q | $752,508 | Fair Value |
| Commonwealth Professional Assurance Company LTD | ||
| P | $29,136,929 | Fair Value |
| UMass Memorial Medical Center Inc | ||
| S | $137,008,863 | Fair Value |
| UMass Memorial Medical Group Inc | ||
| S | $1,677,394 | Fair Value |