UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
Tax period: 2014-10-01 to 2015-09-30
Filed: 2016-08-05
IRS object ID: 201632189349300343
Schema version: 2014v6.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-08-05T11:04:44-05:00	ReturnTs
Tax Period End	2015-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 PORTLAND STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02114	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	912155626	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SERGIO MELGAR	PersonNm
Person Title	EVP/CFO/TREASURER	PersonTitleTxt
Phone	5083340496	PhoneNum
Signature	2016-08-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFFREY T ROGERS	PreparerPersonNm
PTIN	P01074284	PTIN
Phone	6177427788	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-12-15 16:53:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SERGIO MELGAR	PrincipalOfficerNm

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	$2,870,065,467	GrossReceiptsAmt
Group Return For Affiliates	Yes (1)	GroupReturnForAffiliatesInd
All Affiliates Included	Yes (1)	AllAffiliatesIncludedInd
Group Exemption	3642	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UMASSMEMORIAL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Activity Or Mission	UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.	ActivityOrMissionDesc
Voting Members Governing Body	192	VotingMembersGoverningBodyCnt
Voting Members Independent	104	VotingMembersIndependentCnt
Total Employee	15036	TotalEmployeeCnt
Total Volunteers	1182	TotalVolunteersCnt
Total Gross UBI	$1,976,329	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$11,687,383	PYContributionsGrantsAmt
CY Contributions Grants	$14,499,867	CYContributionsGrantsAmt
PY Program Service Revenue	$2,539,202,708	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,510,679,190	CYProgramServiceRevenueAmt
PY Investment Income	$47,398,719	PYInvestmentIncomeAmt
CY Investment Income	$41,297,302	CYInvestmentIncomeAmt
PY Other Revenue	$11,933,184	PYOtherRevenueAmt
CY Other Revenue	$11,103,132	CYOtherRevenueAmt
PY Total Revenue	$2,610,221,994	PYTotalRevenueAmt
CY Total Revenue	$2,577,579,491	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,940,267	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,483,733	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,292,502,919	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,277,516,317	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$301,241	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$323,352	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$835,153	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,246,056,328	PYOtherExpensesAmt
CY Other Expenses	$1,201,618,437	CYOtherExpensesAmt
PY Total Expenses	$2,543,800,755	PYTotalExpensesAmt
CY Total Expenses	$2,483,941,839	CYTotalExpensesAmt
PY Revenues Less Expenses	$66,421,239	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$93,637,652	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,142,414,587	TotalAssetsBOYAmt
Total Assets EOY	$2,290,835,371	TotalAssetsEOYAmt
Total Liabilities BOY	$1,235,963,484	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,382,662,313	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$906,451,103	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$908,173,058	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,187,083,343	ExpenseAmt
Grant	$2,336,260	GrantAmt
Revenue	$1,498,951,691	RevenueAmt
Desc	UMASS MEMORIAL MEDICAL CENTERUMASS MEMORIAL MEDICAL CENTER IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH. UMASS MEMORIAL MEDICAL CENTER DOES THIS BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF CENTRAL NEW ENGLAND WITHOUT REGARD TO THEIR ABILITY TO PAY.FY 2015 KEY STATISTICS - TOTAL DISCHARGES: 38,396TOTAL SURGICAL CASES: 28,966 TOTAL ER VISITS: 131,052	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$210,667,104	ExpenseAmt
Grant	$69,298	GrantAmt
Revenue	$269,554,234	RevenueAmt
Desc	UMASS MEMORIAL COMMUNITY HOSPITALSTHE UMASS MEMORIAL COMMUNITY HOSPITALS (CLINTON HOSPITAL, HEALTH ALLIANCE HOSPITALS, INC., MARLBOROUGH HOSPITAL) ARE COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF THE COMMUNITIES THAT THEY SERVE THROUGH EXCELLENCE IN CLINICAL CARE AND SERVICE. EACH OF THESE HOSPITALS ACCOMPLISHES THIS GOAL BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF THEIR COMMUNITIES WITHOUT REGARD TO THEIR ABILITY TO PAY.FY 2015 KEY STATISTICS -TOTAL DISCHARGES: 11,534TOTAL SURGICAL CASES: 8,501TOTAL ER VISITS: 84,427	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$438,100,920	ExpenseAmt
Revenue	$465,476,475	RevenueAmt
Desc	UMASS MEMORIAL MEDICAL GROUPTHE UMASS MEMORIAL MEDICAL GROUP IS A MULTISPECIALTY GROUP PRACTICE OF PHYSICIANS WHOSE MISSION AND PURPOSE IS TO SUPPORT THE CLINICAL, EDUCATIONAL, RESEARCH AND COMMUNITY SERVICE MISSIONS OF UMASS MEMORIAL HEALTH CARE AND UMASS MEMORIAL MEDICAL CENTER. UMASS MEMORIAL MEDICAL GROUP ACCOMPLISHES THIS MISSION BY PROVIDING MEDICAL CARE TO RESIDENTS OF CENTRAL NEW ENGLAND WITHOUT REGARD TO THEIR ABILITY TO PAY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$73,699,339	ExpenseAmt
Grant	$2,078,175	GrantAmt
Revenue	$277,064,881	RevenueAmt
Desc	OTHER PROGRAM SERVICESOTHER UMASS MEMORIAL ENTITIES - UMASS MEMORIAL HAS A NUMBER OF SUBSIDIARY ENTITIES THAT FUNCTION PRIMARILY TO DELIVER HEALTH CARE TO PATIENTS OR TO SUPPORT THE DELIVERY OF HEALTH CARE TO PATIENTS OF UMASS MEMORIAL. THEY ACCOMPLISH THIS THROUGH THE DELIVERY OF HEALTH CARE SERVICES WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. THEY ALSO ACCOMPLISH THIS BY PROVIDING SUPPORT, OVERSIGHT, ADMINISTRATIVE SERVICES OR PATIENT ADVOCACY SERVICES TO THE PATIENTS OF UMASS MEMORIAL, CENTRAL NEW ENGLAND, AND OTHER GEOGRAPHIES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$73,699,339	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,078,175	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$277,064,881	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$1,909,550,706	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	Yes (1)	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	1565	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	15036	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	192	GoverningBodyVotingMembersCnt
Independent Voting Member	104	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
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 (156 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALFRED HOWARD MD
DIRECTOR, UMM ACO, INC.	37.00	Yes (X)	$248,148	$0	$30,650
BAGLEY PETER MD
DIRECTOR, UMM ACO, INC.	27.00	Yes (X)	$354,743	$0	$121,106
BROWN ALAN P MD
SECRETARY, UMMHC, INC., DIRECTOR VARIOUS	31.00	Yes (X)	$193,418	$0	$34,737	Yes (X)
CARLUCCI DANIEL MD
DIRECTOR, MARLBOROUGH HOSPITAL	32.00	Yes (X)	$309,832	$0	$41,594
COFONE MICHAEL J
TREASURER/DIRECTOR, COORDINATED PRIMARY CARE, INC	40.00	Yes (X)	$367,804	$0	$37,725	Yes (X)
CORBETT WILLIAM MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.00	Yes (X)	$453,989	$0	$164,280
DALY SHEILA
PRESIDENT, CLINTON HOSPITAL ASSOC., DIRECTOR HOSP	40.00	Yes (X)	$283,264	$0	$44,867	Yes (X)
DICKSON ERIC W MD
PRESIDENT & CEO/DIRECTOR, UMM HEALTH CARE, INC.	40.00	Yes (X)	$1,333,724	$0	$270,644	Yes (X)
DUNCAN DAVID
DIRECTOR UNTIL 8/3/15, COORDINATED PRIMARY CARE,	40.00	Yes (X)	$196,369	$0	$30,664
EISENSTOCK JORDAN MD
DIRECTOR, UMM ACO, INC.	40.00	Yes (X)	$185,876	$0	$32,895
FAIRCHILD DAVID MD
PRESIDENT/DIRECTOR, UMM ACO, INC.	40.00	Yes (X)	$512,543	$0	$103,616	Yes (X)
FERGUSON R KEVIN MD
DIRECTOR, UMM MED GROUP, INC.	40.00	Yes (X)	$277,690	$0	$37,521
FINBERG ROBERT W MD
DIRECTOR, UMM HEALTH CARE, INC.	20.00	Yes (X)	$315,755	$0	$132,665
GOTTLIEB PHILIP D MD
DIRECTOR UNTIL 12/13, CLINTON HOSPITAL ASSOC.	40.00	Yes (X)	$372,910	$0	$37,761
HARLAN DAVID MD
DIRECTOR, UMM ACO, INC.	20.00	Yes (X)	$181,056	$0	$34,745
IITSUKA CARLOS
DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC.	40.00	Yes (X)	$93,476	$0	$16,575
KENNEDY KATHRYN MD
DIRECTOR, UMM MED GROUP, INC.	36.00	Yes (X)	$289,156	$0	$41,588
LAPRIORE CHERYL M
PRESIDENT/DIRECTOR, UMM HEALTH VENTURES, INC.	40.00	Yes (X)	$369,560	$0	$123,508	Yes (X)
LASSER DANIEL H MD
DIRECTOR, UMM MED GROUP, INC.	20.00	Yes (X)	$260,581	$0	$83,128
MESSINA LOUIS MD
DIRECTOR UNTIL 3/14, UMM MED GROUP, INC.	33.00	Yes (X)	$597,486	$0	$41,891
METZMAKER JEFFREY N MD
DIRECTOR, UMM MED GROUP, INC.	29.00	Yes (X)	$425,311	$0	$39,061
MULDOON PATRICK
PRESIDENT, UMM MED CTR, INC.,	40.00	Yes (X)	$869,566	$0	$295,711	Yes (X)
NOMPLEGGI DOMINIC MD
DIRECTOR, UMM MED GROUP, INC.	29.00	Yes (X)	$342,706	$0	$43,154
OKIKE O NSIDINANYA MD
DIRECTOR, UMM HEALTH CARE, INC.	40.00	Yes (X)	$534,847	$0	$40,943
O'LEARY DANIEL MD
DIRECTOR, COORDINATED PRIMARY CARE, INC.	25.00	Yes (X)	$188,960	$0	$7,673
PHILBIN CHRIS
DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC	40.00	Yes (X)	$229,880	$0	$49,690
ROACH STEVEN
PRESIDENT/DIRECTOR, MARLBOROUGH HOSPITAL	40.00	Yes (X)	$457,614	$0	$65,400	Yes (X)
ROSEN MAX P MD
DIRECTOR, CMMIC, INC.	24.00	Yes (X)	$407,337	$0	$16,840
ROSSI CATHERINE
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	40.00	Yes (X)	$208,552	$0	$47,729
SIOUFI HABIB A MD
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	40.00	Yes (X)	$207,566	$0	$34,623
SWENSON DANA E
PRESIDENT/DIRECTOR, UMM REALTY, INC.	40.00	Yes (X)	$296,299	$0	$146,610	Yes (X)
TOSI STEPHEN E MD
PRESIDENT, UMM MED GROUP, INC., DIRECTOR VARIOUS	40.00	Yes (X)	$1,249,264	$0	$288,367	Yes (X)
YOUNG LYNDA M MD
DIRECTOR, UMM HEALTH CARE, INC.	1.00	Yes (X)	$40,974	$0	$107
ZIEDONIS DOUGLAS MD
PRESIDENT/DIRECTOR, UMBHS, INC.	20.00	Yes (X)	$227,696	$0	$40,499	Yes (X)
ALLEN GAIL
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
ARNOW JONATHAN MD
DIRECTOR UNTIL 6/15, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
BABINEAU ROBERT JR MD
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
BENNETT DAVID L
CHAIRPERSON, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
BENNETT RICHARD K
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
BERGERON ARTHUR
DIRECTOR UNTIL 12/14, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
BERKEY DENNIS D
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
BERRY SARAH G
EMERITA TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
BOUDREAU NORMAN
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
BOVENZI LESLIE
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
BUDD JOHN H
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
CARLSON MARY
DIRECTOR UNTIL 7/14, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
CATALINA FERNANDO MD
VICE CHAIRPERSON, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
CHERUBINI J PAUL
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
CLEMENTI JOHN
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
COLLINS MICHAEL MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
COLONERO BENJAMIN H JR
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
CONNOR EDWARD J
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
CONNORS MARTIN JR
DIRECTOR UNTIL 4/14, CENTRAL NEW ENGLAND HEALTHALL	1.00	Yes (X)	$0	$0	$0
CORNELL LOIS D
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
CROCKER FREDERICK G
DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC.	1.00	Yes (X)	$0	$0	$0
CUTLER J CHRISTOPHER FACHE
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	1.00	Yes (X)	$0	$0	$0
D'ALELIO EDWARD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
DAVIS DIX F
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
DENNEHY RAYMOND III
CHAIRPERSON UNTIL 3/15, HEALTH ALLIANCE HOME HEALT	1.00	Yes (X)	$0	$0	$0
DIGERONIMO ARTHUR P JR
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
D'ONFRO PAUL
CHAIRPERSON, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
FARRELL LYNNE
DIRECTOR, HEALTH ALLIANCE HOME HEALTH AND HOSPICE,	1.00	Yes (X)	$0	$0	$0
FITCH ROGER
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	Yes (X)	$0	$0	$0
FLOTTE TERENCE MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
GRASSETTE AMY
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	Yes (X)	$0	$0	$0
GRAY JENNIFER
DIRECTOR UNTIL 6/15, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
GUARDIOLA ELVIRA
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
HENEBRY CLARK
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
HURLEY FRANCIS
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
JACOBSON M HOWARD
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
JOHNSON JOANNE
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	Yes (X)	$0	$0	$0
KANGAS PAUL
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
KAPLAN DANIEL
DIRECTOR UNTIL 12/14, UMASS MEMORIAL MEDICAL GROUP	1.00	Yes (X)	$0	$0	$0
KNOX PETER
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
KUPFER BARBARA
DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZA	1.00	Yes (X)	$0	$0	$0
LATIMER JOHN MD
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
LENHARDT STEPHEN W SR
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
MACNEILL HARRIS L
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
MANZI EDWARD
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	Yes (X)	$0	$0	$0
MARTIN DONATA
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
MASEDA LUIS J
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
MATTA LALITA MD
DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZA	1.00	Yes (X)	$0	$0	$0
MCGRAIL WILLIAM ESQUIRE
CHAIRPERSON, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
MCGUIRE TONI
DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZA	1.00	Yes (X)	$0	$0	$0
MCMULLEN CYNTHIA M EDD
EMERITA TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
MCNAMARA MARY ELLEN
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
MENDOZA STEVEN
DIRECTOR UNTIL 6/15, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
MERCADANTE ANTHONY J
DIRECTOR, HEALTH ALLIANCE HOME HEALTH AND HOSPICE,	1.00	Yes (X)	$0	$0	$0
MOLLOY ANN K
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
MURPHY MICHAEL D
VICE CHAIRPERSON, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
PARRY EDWARD J III
VICE CHAIRPERSON, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
PAULHUS ROBERT J JR
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
PAULINO JEANNE
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0
PEDERSON THORU
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
PICI MICHAEL MD
DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZA	1.00	Yes (X)	$0	$0	$0
PONGOR PAUL J MD
DIRECTOR UNTIL 12/14, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
PURCELL PHILIP E
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
RICHER GERARD P
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
RIVARD MICHAEL
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
SANCHEZ CAROL
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
SEYMOUR-ROUTE PAULETTE PHD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
SHARMA VIBHA MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
SHEA JOHN ESQUIRE
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	Yes (X)	$0	$0	$0
SHELTON ROBERT LESLIE MD
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
SIEGRIST RICHARD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
STECYK MARKIAN MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
TAYLOR HARVEY MD
DIRECTOR UNTIL 1/15, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
WALTON DAVID
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
WEISBERG OREN MD
DIRECTOR UNTIL 3/15, HEALTHALLIANCE HOSPITALS, INC	1.00	Yes (X)	$0	$0	$0
WHITNEY MARY
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
WILSON JACK
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
BOLLAND ESHGHI KATHARINE
ASSISTANT SECRETARY, UMMHC, INC.	40.00		$393,499	$0	$95,011	Yes (X)
BRONHARD JOHN
TREASURER, CNEHA, INC.	40.00		$218,445	$0	$11,391	Yes (X)
BROWN DOUGLAS S
SECRETARY, UMM HEALTH CARE, INC.	40.00		$885,272	$0	$248,130	Yes (X)
COCCHIARELLA ANDREW MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.00		$314,972	$0	$38,305	Yes (X)
CROTEAU MAUREEN
SECRETARY, CLINTON HOSPITAL ASSOC.	40.00		$54,459	$0	$23,525	Yes (X)
D'AMBRA ANN-MARIA
SECRETARY, MARLBOROUGH HOSPITAL	40.00		$49,820	$0	$25,876	Yes (X)
EKSTROM DEBORAH
PRESIDENT, COMMUNITY HEALTHLINK, INC.	40.00		$260,038	$0	$119,137	Yes (X)
GREENWOOD JOHN
TREASURER, UMM ACO, INC.	40.00		$273,567	$0	$104,283	Yes (X)
KEATING TODD A
TREASURER UNTIL 2/14, UMM HEALTH CARE, INC.	40.00		$1,190,005	$0	$149,070	Yes (X)
MCCUE STEVEN
TREASURER, MARLBOROUGH HOSPITAL	40.00		$195,208	$0	$44,640	Yes (X)
MELGAR SERGIO
TREASURER, UMASS MEMORIAL HEALTH CARE, INC.	40.00		$857,255	$0	$89,174	Yes (X)
MORIN LYNN A
SECRETARY, CNEHA, INC.	40.00		$87,389	$0	$7,355	Yes (X)
O'BRIEN WILLIAM
SECRETARY, UMBHS, INC.	40.00		$124,759	$0	$58,649	Yes (X)
OLSON JEFFREY
TREASURER, CLINTON HOSPITAL ASSOC.	40.00		$155,872	$0	$58,847	Yes (X)
SHAKMAN ALICE
PRESIDENT, CMMIC, INC.	40.00		$342,099	$0	$156,617	Yes (X)
SMITH FRANCIS W
CLERK, UMM HEALTH VENTURES, INC.	40.00		$202,881	$0	$76,410	Yes (X)
STREETER MICHELE
TREASURER, UMM MED GROUP, INC.	40.00		$593,494	$0	$248,789	Yes (X)
SZYMANSKI CANDRA D
INTERIM PRESIDENT UNTIL 12/13, MARLBOROUGH HOSPIT	40.00		$190,684	$0	$13,521	Yes (X)
WEYMOUTH DEBORAH
PRESIDENT, CENTRAL NEW ENGLAND HEALTHALLIANCE, IN	40.00		$223,633	$0	$6,415	Yes (X)
ANDERSON MILTON
SR. VP, CHIEF HR OFFICER UNTIL 9/14	40.00		$771,463	$0	$388,099		Yes (X)
BRENCKLE GEORGE PHD
SR. VP, CIO UNTIL 4/14	40.00		$519,540	$0	$349,803		Yes (X)
CYR JAMES P
SR VP, HEART AND VASCULAR DISEASES	40.00		$321,924	$0	$185,405		Yes (X)
DAY THERESE
VP, FINANCE / CFO OF MED CENTER	40.00		$371,674	$0	$179,287		Yes (X)
DIAMOND VICTORIA
SR. VP, OPERATIONS, UNTIL 1/14	40.00		$422,990	$0	$142,327		Yes (X)
FELDMANN ROBERT
VP, CORPORATE CONTROLLER	40.00		$322,778	$0	$154,309		Yes (X)
FISHER BARBARA
SR VP, OPERATIONS	40.00		$379,613	$0	$152,588		Yes (X)
GEORGE PATRICIA
VP & DEPUTY CIO	40.00		$18,466	$0	$340,096		Yes (X)
HUDLIN MARGARET MD
CHIEF MED OFFICER/VP PERIOPERATIVE SVCS	40.00		$435,170	$0	$68,882		Yes (X)
HYLKA SHARON
SR. VP, HOSPITAL ADMIN UNTIL 1/14	40.00		$971,604	$0	$270,706		Yes (X)
JEWELL CATHY
SR VP, CHIEF NURSING OFFICER	40.00		$230,486	$0	$47,579		Yes (X)
RANDOLPH JOHN
CHIEF COMPLIANCE OFFICER	40.00		$250,818	$0	$118,330		Yes (X)
TARNOWSKI TIMOTHY
SR VP, CHIEF INFO OFFICER	40.00		$82,456	$0	$1,461		Yes (X)
THOMPSON DIANE
SR VP CHIEF NURSING OFF UNTIL 4/9/15	40.00		$421,608	$0	$382,512		Yes (X)
LITWIN DEMETRIUS MD
PHYSICIAN, CHAIR OF SURGERY DEPT	27.00		$717,655	$0	$41,775			Yes (X)
BOZORGZADEH ADEL MD
PHYSICIAN, CHIEF OF ORGAN TRANSPLANTATION	32.00		$712,759	$0	$41,594			Yes (X)
AROUS ELIAS J MD
PHYSICIAN, ASSOC. CHIEF MEDICAL OFFICER, CHIEF OF	32.00		$645,700	$0	$39,061			Yes (X)
AYERS DAVID C MD
PHYSICIAN, CHAIR OF ORTHOPEDICS AND PHYSICAL REHA	33.00		$641,344	$0	$40,769			Yes (X)
BUSCONI BRIAN D MD
PHYSICIAN, CHIEF OF ORTHOPEDICS	33.00		$617,122	$0	$39,061			Yes (X)
CHANDLER WILLIS
FMR DIR CLINTON UNTIL 12/31/11	0.00		$43,852	$0	$107				Yes (X)
FERRUCCI JOSEPH MD
FMR DIR CMMIC UNTIL 3/31/13	0.00		$276,314	$0	$24,085				Yes (X)
PAPPAS ARTHUR M MD
FMR DIR UNTIL 3/27/13	0.00		$13,536	$0	$208				Yes (X)
MOORE KAREN
FMR PRESIDENT/DIR UNTIL 3/25/13	0.00		$156,975	$0	$40,023				Yes (X)
BLUTE MICHAEL MD
FMR KEY EE UNTIL 3/31/2012, CANCER CENTER OF E	0.00		$122,006	$0	$107				Yes (X)
DALEY JENNIFER MD
FMR EXEC VP, COO, UNTIL 3/18/13	0.00		$529,399	$0	$126,216				Yes (X)
ETTINGER WALTER H MD
FMR KEY EE/PRES MEDCTR UNTIL 1/20/12	0.00		$716,815	$0	$107				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$30,211,370	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$7,328,209	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2662	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (1)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
XEROX BUSINESS SVCS LLC
PO BOX 201322	DALLAS	TX	75320	I/S MANAGEMENT SERVICES	$27,975,170
UMASS MEMORIAL SHIELDS PHARMACY
25 ROCKWOOD ROAD	MARSHFIELD	MA	02050	PHARMACY MANAGEMENT SERVICES	$14,525,219
PRICE WATERHOUSE COOPERS LLP
PO BOX 7247 8001	PHILADELPHIA	PA	19170	CONSULTING SERVICES	$5,009,858
SODEXO INC & AFFILIATES
PO BOX 360170	PITTSBURGH	PA	152515170	FOOD & HOUSEKEEPING SERVICES	$4,595,689
LEIDOS HEALTH LLC
PO BOX 223866	PITTSBURGH	PA	15251	PROFESSIONAL BILLING SERVICES	$4,518,377

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	180	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Federated Campaigns	$70,000	FederatedCampaignsAmt
Fundraising	$731,239	FundraisingAmt
Related Organizations	$446,198	RelatedOrganizationsAmt
Government Grants	$8,578,916	GovernmentGrantsAmt
All Other Contributions	$4,673,514	AllOtherContributionsAmt
Noncash Contributions	$10,853	NoncashContributionsAmt
Total Contributions	$14,499,867	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE RE	900099	$1,960,116,077	$1,960,116,077
SYSTEM ALLOCATION REVE	900099	$171,072,958	$171,072,958
SPECIAL MEDICAID PAYME	900099	$168,649,504	$168,649,504
AFFILIATE RELATED PROG	900099	$148,657,627	$148,657,627
OTHER PSR & JV	900099	$36,449,481	$36,449,481

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$25,733,543	TotalRevenueColumnAmt
Related Or Exempt Func Income	$25,733,543	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,510,679,190	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,473,582	TotalRevenueColumnAmt
Related Or Exempt Func Income	$36,162	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,186	UnrelatedBusinessRevenueAmt
Exclusion	$10,435,234	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$78,143	TotalRevenueColumnAmt
Exclusion	$78,143	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,628,666	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,371,048	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,257,618	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,257,618	TotalRevenueColumnAmt
Exclusion	$1,257,618	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$321,450,973	SecuritiesAmt
Other	$183,376	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$290,148,455	SecuritiesAmt
Other	$662,174	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$31,302,518	SecuritiesAmt
Other	-$478,798	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$30,823,720	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$368,600	RelatedOrExemptFuncIncomeAmt
Exclusion	$31,192,320	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$283,518	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$731,239	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$304,299	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$20,781	TotalRevenueColumnAmt
Exclusion	-$20,781	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
OTHER REVENUE	900099	$7,527,369	$700,529	-$157,778	$6,984,618
LAB OUTREACH PROGRAM	621500	$2,131,921		$2,131,921
SUBLEASE INCOME	900099	$128,862			$128,862

Field	Value	IRS element (for citing)
Other Revenue Total	$9,788,152	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,577,579,491	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,511,047,281	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,976,329	UnrelatedBusinessRevenueAmt
Exclusion	$50,056,014	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	$4,385,885	TotalAmt
Program Services	$4,385,885	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$97,848	TotalAmt
Program Services	$97,848	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$31,388,756	TotalAmt
Program Services	$14,462,233	ProgramServicesAmt
Management And General	$16,926,523	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$970,434,089	TotalAmt
Program Services	$789,180,382	ProgramServicesAmt
Management And General	$180,904,401	ManagementAndGeneralAmt
Fundraising	$349,306	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$70,119,199	TotalAmt
Program Services	$57,068,484	ProgramServicesAmt
Management And General	$13,047,416	ManagementAndGeneralAmt
Fundraising	$3,299	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$139,261,372	TotalAmt
Program Services	$107,394,752	ProgramServicesAmt
Management And General	$31,845,944	ManagementAndGeneralAmt
Fundraising	$20,676	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$66,312,901	TotalAmt
Program Services	$53,230,350	ProgramServicesAmt
Management And General	$13,071,540	ManagementAndGeneralAmt
Fundraising	$11,011	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$61,196,488	TotalAmt
Program Services	$46,543,893	ProgramServicesAmt
Management And General	$14,652,595	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,723,857	TotalAmt
Program Services	$91,050	ProgramServicesAmt
Management And General	$1,632,807	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,099,208	TotalAmt
Program Services	$85	ProgramServicesAmt
Management And General	$1,099,123	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$177,020	TotalAmt
Program Services	$177,020	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$323,352	TotalAmt
Fundraising	$323,352	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,020,780	TotalAmt
Management And General	$1,020,780	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$284,868,879	TotalAmt
Program Services	$211,958,691	ProgramServicesAmt
Management And General	$72,877,307	ManagementAndGeneralAmt
Fundraising	$32,881	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,593,284	TotalAmt
Program Services	$91,822	ProgramServicesAmt
Management And General	$1,483,113	ManagementAndGeneralAmt
Fundraising	$18,349	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$23,952,176	TotalAmt
Program Services	$14,345,605	ProgramServicesAmt
Management And General	$9,599,848	ManagementAndGeneralAmt
Fundraising	$6,723	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$51,641,153	TotalAmt
Program Services	$3,280,896	ProgramServicesAmt
Management And General	$48,360,257	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$73,776,589	TotalAmt
Program Services	$46,762,931	ProgramServicesAmt
Management And General	$27,009,664	ManagementAndGeneralAmt
Fundraising	$3,994	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,616,353	TotalAmt
Program Services	$1,916,464	ProgramServicesAmt
Management And General	$699,317	ManagementAndGeneralAmt
Fundraising	$572	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,603,035	TotalAmt
Program Services	$1,029,559	ProgramServicesAmt
Management And General	$571,716	ManagementAndGeneralAmt
Fundraising	$1,760	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$15,305,620	TotalAmt
Program Services	$14,818,411	ProgramServicesAmt
Management And General	$487,209	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$103,110,509	TotalAmt
Program Services	$79,507,614	ProgramServicesAmt
Management And General	$23,602,895	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$11,293,792	TotalAmt
Program Services	$6,530,040	ProgramServicesAmt
Management And General	$4,763,752	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$244,327,125	$200,099,889	$44,227,236
MEDICAL EDUCATION SERVI	$131,284,106	$131,057,825	$226,281
SYSTEM OVERHEAD ACTIVIT	$120,694,736	$69,929,275	$50,765,461
PURCHASED SERVICES	$36,073,800	$25,923,643	$10,105,523	$44,634

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$34,259,927	TotalAmt
Program Services	$29,666,059	ProgramServicesAmt
Management And General	$4,575,272	ManagementAndGeneralAmt
Fundraising	$18,596	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,483,941,839	TotalAmt
Program Services	$1,909,550,706	ProgramServicesAmt
Management And General	$573,555,980	ManagementAndGeneralAmt
Fundraising	$835,153	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$91,339,673	BOYAmt
EOY	$119,788,165	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$51,569,765	BOYAmt
EOY	$65,070,897	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,221,500	BOYAmt
EOY	$562,552	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$262,415,754	BOYAmt
EOY	$250,995,615	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$4,432,374	BOYAmt
EOY	$4,703,689	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$41,989,817	BOYAmt
EOY	$33,456,546	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$24,740,080	BOYAmt
EOY	$29,117,718	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$23,751,081	BOYAmt
EOY	$22,899,661	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,669,626,558	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,086,098,052	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$616,971,066	BOYAmt
EOY	$583,528,506	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$459,751,041	BOYAmt
EOY	$72,182,619	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$164,159,185	BOYAmt
EOY	$519,994,237	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$35,417,054	BOYAmt
EOY	$63,800,082	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$364,656,197	BOYAmt
EOY	$524,735,084	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,142,414,587	BOYAmt
EOY	$2,290,835,371	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$277,838,208	BOYAmt
EOY	$286,431,598	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$584,353	BOYAmt
EOY	$338,032	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$9,420,067	BOYAmt
EOY	$6,297,369	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$340,791,673	BOYAmt
EOY	$327,411,105	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$45,087,007	BOYAmt
EOY	$43,756,483	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$32,590,236	BOYAmt
EOY	$50,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$529,651,940	BOYAmt
EOY	$668,427,726	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,235,963,484	BOYAmt
EOY	$1,382,662,313	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$741,359,678	BOYAmt
EOY	$747,417,618	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$86,449,119	BOYAmt
EOY	$76,999,973	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$78,642,306	BOYAmt
EOY	$83,755,467	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$906,451,103	BOYAmt
EOY	$908,173,058	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,142,414,587	BOYAmt
EOY	$2,290,835,371	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$93,637,652	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$36,655,809	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$55,259,888	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

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	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (1)	GrantsOtherOrganizationsInd
Grants Other Organizations	$175,957	GrantsOtherOrganizationsAmt
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Rallies Demonstrations	$1,063	RalliesDemonstrationsAmt
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$177,020	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$115,101,660	BeginningYearBalanceAmt
Contributions	$5,757,118	ContributionsAmt
Investment Earnings Or Losses	-$2,182,362	InvestmentEarningsOrLossesAmt
Other Expenditures	-$1,200,560	OtherExpendituresAmt
End Year Balance	$119,876,976	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$112,462,194	BeginningYearBalanceAmt
Investment Earnings Or Losses	$9,419,969	InvestmentEarningsOrLossesAmt
Other Expenditures	-$4,425,190	OtherExpendituresAmt
Administrative Expenses	-$2,355,313	AdministrativeExpensesAmt
End Year Balance	$115,101,660	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$109,418,023	BeginningYearBalanceAmt
Investment Earnings Or Losses	$8,142,465	InvestmentEarningsOrLossesAmt
Other Expenditures	-$5,098,294	OtherExpendituresAmt
End Year Balance	$112,462,194	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$98,294,963	BeginningYearBalanceAmt
Contributions	$2,557,800	ContributionsAmt
Investment Earnings Or Losses	$12,021,986	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,456,726	OtherExpendituresAmt
End Year Balance	$109,418,023	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$104,017,758	BeginningYearBalanceAmt
Contributions	$316,330	ContributionsAmt
Investment Earnings Or Losses	-$2,402,463	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,636,662	OtherExpendituresAmt
End Year Balance	$98,294,963	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.71000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.29000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,807,895	OtherCostOrOtherBasisAmt
Book Value	$8,807,895	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$839,373,502	OtherCostOrOtherBasisAmt
Depreciation	$514,258,026	DepreciationAmt
Book Value	$325,115,476	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,930,326	OtherCostOrOtherBasisAmt
Depreciation	$13,284,285	DepreciationAmt
Book Value	$10,646,041	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$749,469,454	OtherCostOrOtherBasisAmt
Depreciation	$554,643,101	DepreciationAmt
Book Value	$194,826,353	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$48,045,381	OtherCostOrOtherBasisAmt
Depreciation	$3,912,640	DepreciationAmt
Book Value	$44,132,741	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$583,528,506	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
BENEFICIAL INTEREST IN TRUSTS	$66,580,170	F
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD	$120,000	F
BIO VENTURES	$123,323	F
INVESTMENT IN UMASS MEMORIAL INVESTMENT PARTNERSHIP, LLP	$453,170,744	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$519,994,237	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM RELATED PARTIES	$136,245,479
CSV LIFE INSURANCE	$31,951
MALPRACTICE TAIL COVERAGE	$33,862,723
LONG TERM SECURITY DEPOSITS	$159,722
OTHER NON-CURRENT ASSETS	$621,455
RECEIVABLE FROM MEDICAID	$325,437,201
DUE FROM THIRD PARTIES	$28,376,553

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$524,735,084	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (13 entries)

DescDesc	AmtAmt
DUE TO UMASS MEDICAL SCHOOL	$165,944,420
THIRD PARTY LIABILITIES	$61,203,632
DUE TO RELATED PARTIES	$120,975,290
ACCRUED PENSION POST RETIREMENT BENEFITS	$205,127,263
O/S LOSS RESERVES	$31,526,604
ESTIMATED MALPRACTICE COSTS	$33,862,723
OTHER	$1,425,988
ANNUITY PAYABLE	$2,835,602
LT LIABILITY ARO	$9,763,160
ACCRUED LT LIABILITIES	$4,142,820
CLAIMS RESERVES	$89,125
MEDICARE RESERVES	$30,000
NOTE PAYABLE TO AFFILIATES (MC AND UMBHS)	$31,501,099

Field	Value	IRS element (for citing)
Total Liability	$668,427,726	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART X, LINE 2:

(ASC 740): 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. CERTAIN AFFILIATES ARE TAXABLE ENTITIES. THE MEASUREMENT OF THE AMOUNTS RECORDED AS A PROVISION FOR INCOME TAXES BASED UPON THE AFOREMENTIONED APPROACH IS NOT MATERIAL AND IS RECORDED AS PART OF SUPPLIES AND OTHER EXPENSE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS. THE SYSTEM DOES NOT BELIEVE IT HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS.

FORM 990, SCHEDULE D, PART V ENDOWMENT FUNDS QUESTION 3A(I) & 4:

ARE THERE ENDOWMENT FUNDS NOT IN THE POSSESSION OF THE ORGANIZATION THAT ARE HELD AND ADMINISTERED FOR THE ORGANIZATION BY: (I) UNRELATED ORGANIZATIONS: YES OR NO HEALTHALLIANCE HOSPITAL - YES BANK OF AMERICA MERRILL LYNCH HOLDS THE BERNARD W DOYLE TRUST FOR HEALTHALLIANCE HOSPITAL. DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE HOSPITAL. BANK OF AMERICA MERRILL LYNCH IS AN UNRELATED ORGANIZATION. BNY MELLON WEALTH MANAGEMENT HOLDS THE FOLLOWING TRUSTS FOR HEALTHALLIANCE HOSPITAL: TRUST U/WILL ART 11 WILLIAM H CROPPER TRUST U/WILL PAR 15 WILLIAM H CROPPER TRUST U/WILL ART 18 WILLIAM H CROPPER TRUST UNDER 2ND CODICIL OF WILL OF WILLIAM H CROPPER TRUST U/WILL 4TH COD WILLIAM H CROPPER DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE HOSPITAL. BNY MELLON WEALTH MANAGEMENT IS AN UNRELATED ORGANIZATION. PART V ENDOWMENT FUNDS QUESTION 4: PARENT - 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. HEALTHALLIANCE HOSPITAL - 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. CLINTON HOSPITAL - 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. MARLBOROUGH HOSPITAL - 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 G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
UMASS MEMORIAL FOUNDATION INC
333 SOUTH STREET	SHREWSBURY	MA	01545	FUNDRAISING	0	$541,913	$227,352	$314,561
JNB ASSOCIATES
21 WATER STREET	AMESBURY	MA	01913	FUNDRAISING	0	$0	$96,000	-$96,000

Field	Value	IRS element (for citing)
Total Gross Receipts	$541,913	TotalGrossReceiptsAmt
Total Retained By Contractors	$323,352	TotalRetainedByContractorsAmt
Total Net To Organization	$218,561	TotalNetToOrganizationAmt
Licensed States	MA	LicensedStatesCd
Licensed States	NH	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	PARENT-WINTER BALL	Event1Nm
Gross Receipts Event1	$375,693	GrossReceiptsEvent1Amt
Charitable Contri Event1	$313,504	CharitableContriEvent1Amt
Gross Revenue Event1	$62,189	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$21,608	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$19,067	FoodAndBeverageEvent1Amt
Entertainment Event1	$8,747	EntertainmentEvent1Amt
Other Direct Expenses Event1	$12,767	OtherDirectExpensesEvent1Amt
Event2	CNEHA GOLF TOURNAMENT	Event2Nm
Gross Receipts Event2	$305,899	GrossReceiptsEvent2Amt
Charitable Contri Event2	$162,940	CharitableContriEvent2Amt
Gross Revenue Event2	$142,959	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$26,101	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$80,403	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$36,455	OtherDirectExpensesEvent2Amt
Other Events Total	8	OtherEventsTotalCnt
Gross Receipts Other Events	$333,165	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$254,795	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$78,370	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$11,567	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$3,134	RentFcltyCostsOtherEventsAmt
Entertainment Other Events	$18,100	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$66,350	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,014,757	GrossReceiptsTotalAmt
Charitable Contributions Tot	$731,239	CharitableContributionsTotAmt
Gross Revenue Total Events	$283,518	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$37,668	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$105,145	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$19,067	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$26,847	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$115,572	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$304,299	DirectExpenseSummaryEventsAmt
Net Income Summary	-$20,781	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2B - FUNDRAISER ADDITIONAL INFORMATION (CONTINUED)

UMASS MEMORIAL HEALTH CARE, INC. PAYS UMASS MEMORIAL FOUNDATION, INC. ITS PRORATA SHARE OF OPERATING EXPENSES BASED ON THE SPLIT OF UMASS MEMORIAL CONTRIBUTION RECEIPTS VERSUS THE OVERALL TOTAL CONTRIBUTION RECEIPTS AS COLLECTED BY THE FOUNDATION.

SCHEDULE G - ADDITIONAL INFORMATION

PART II, COLUMN (A) EVENT #1 THE WINTER BALL WAS HELD BY THE PARENT PART II, COLUMN (B) EVENT #2 THE HOSPITAL GOLF TOURNEY WAS HELD BY CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. PART II, COLUMN (C) OTHER EVENTS (10 EVENTS REPORTED) ARE: 1. SPEAKEASY HELD BY HEALTHALLIANCE HOSPITALS 2. DENNEHY GOLF TOURNAMENT HELD BY HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. 3. LOVELIGHT HELD BY HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. 4. NICU GOLF-A-THON WAS HELD BY THE PARENT 5. LINKS TO THE FUTURE EVENT WAS HELD BY THE PARENT, 6. GALA BALL WAS HELD BY CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. 7. GOLF TOURNAMENT WAS HELD BY MARLBOROUGH HOSPITAL, INC. 8. 125TH ANNIVERSARY EVENT WAS HELD BY CLINTON HOSPITAL ASSOCIATION

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	600.000000000000	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (1)	ExpensesExceedBudgetInd
Unable To Provide Care	0	UnableToProvideCareInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$35,049,684	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$22,118,773	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$12,930,911	NetCommunityBenefitExpnsAmt
Total Expense	0.00750	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$349,547,956	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$307,533,990	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$42,013,966	NetCommunityBenefitExpnsAmt
Total Expense	0.02430	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$13,139,319	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$12,979,868	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$159,451	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$397,736,959	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$342,632,631	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$55,104,328	NetCommunityBenefitExpnsAmt
Total Expense	0.03190	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,842,170	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,007,471	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,834,699	NetCommunityBenefitExpnsAmt
Total Expense	0.00110	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$206,454,967	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$109,759,749	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$96,695,218	NetCommunityBenefitExpnsAmt
Total Expense	0.05600	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$103,394,362	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$84,456,325	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$18,938,037	NetCommunityBenefitExpnsAmt
Total Expense	0.01100	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$104,967	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$27,700	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$77,267	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,740,983	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,740,983	DirectOffsettingRevenueAmt

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$316,537,449	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$198,992,228	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$117,545,221	NetCommunityBenefitExpnsAmt
Total Expense	0.06810	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$714,274,408	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$541,624,859	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$172,649,549	NetCommunityBenefitExpnsAmt
Total Expense	0.10000	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Total Expense	0.00000	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Total Expense	0.00000	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$5,953	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,953	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Total Expense	0.00000	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Total Expense	0.00000	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,094	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,094	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Total Expense	0.00000	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$61,732	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$61,732	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Total Expense	0.00000	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$69,779	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$69,779	NetCommunityBenefitExpnsAmt

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$6,783,144	BadDebtExpenseAmt
Bad Debt Expense Attributable	$2,756,653	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$371,254,776	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$374,468,928	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$3,214,152	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (16 entries)

Primary ActivitiesPrimaryActivitiesTxt	Org Profit Or OwnershipOrgProfitOrOwnershipPct	Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct	Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
1 COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
PROVIDES INSURANCE	1.00000	0.00000	0.00000
2 UMASS MEMORIAL INVESTMENT PARTNERSHIP LLP
MANAGES POOLED INVESTMENTS	1.00000	0.00000	0.00000
3 UMASS MEMORIAL HEALTH ALLIANCE MRI CENTER LLC
MAGNETIC RESONANCE IMAGING CENTER	0.60000	0.00000	0.00000
4 UMASS MEMORIAL MRI OF MARLBOROUGH LLC
MAGNETIC RESONANCE IMAGING CENTER	0.56000	0.00000	0.00000
5 MEMORIAL OFFICE CONDOMINIUM TRUST
CONDO ASSOCIATION THAT OWNS MEDICAL OFFICE BUILDING	0.53690	0.00000	0.00000
6 UMASS MEMORIAL MRI & IMAGING CENTER LLC
MAGNETIC RESONANCE IMAGING CENTER	0.50000	0.00000	0.00000
7 NEW ENGLAND REHAB SERVICES OF CENTRAL MA INC (DBA FAIRLAWN REHAB)
ACUTE CARE REHABILITATION CENTER	0.20000	0.00000	0.00000
8 BIO LAB INC
CLINICAL LABORATORY	1.00000	0.00000	0.00000
9 SHIELDS IMAGING OF MASSACHUSETTS LLC
MANAGEMENT COMPANY FOR PET IMAGING	0.25000	0.00000	0.00000
10 UMASS MEMORIAL SHIELDS PHARMACY LLC
PHARMACY SERVICES	0.50000	0.00000	0.00000
11 116 BELMONT STREET INC
CONDO ASSOCIATION	0.63040	0.00000	0.00000
12 SHIELDS SPECIALTY PHARMACY OF SPRINGFIELD LLC
PHARMACY SERVICES	0.50000	0.00000	0.00000
13 SPECIALTY PHARMACY OF NEWARK
PHARMACY SERVICES	0.50000	0.00000	0.00000
14 QUEST DIAGNOSTICS MASSACHUSETTS LLC
LABORATORY SERVICES	0.18900	0.00000	0.00000
15 CENTRAL MA COMPREHENSIVE CANCER CENTER LLC (DBA NE RADIATION THERAPY)
ONCOLOGY SERVICES	0.05000	0.00000	0.00000
16 BIOVENTURES INVESTORS LIMITED PARTNERSHIP
MANAGES INVESTMENTS	0.06000	0.00000	0.00000

Field	Value	IRS element (for citing)
Hospital Facilities	4	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (4 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Licensed HospitalLicensedHospitalInd	General Medical And SurgicalGeneralMedicalAndSurgicalInd	Childrens HospitalChildrensHospitalInd	Teaching HospitalTeachingHospitalInd	Research FacilityResearchFacilityInd	Emergency Room24 HrsEmergencyRoom24HrsInd
UMASS MEMORIAL MEDICAL CENTER INC
1	55 LAKE AVE 119 BELMONT STREET	WORCESTER	MA	01605	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)
HEALTHALLIANCE HOSPITAL INC
2	60 HOSPITAL ROAD	LEOMINSTER	MA	01453	Yes (X)	Yes (X)		Yes (X)		Yes (X)
MARLBOROUGH HOSPITAL
3	157 UNION STREET	MARLBOROUGH	MA	01752	Yes (X)	Yes (X)		Yes (X)		Yes (X)
CLINTON HOSPITAL ASSOCIATION
4	201 HIGHLAND STREET	CLINTON	MA	01510	Yes (X)	Yes (X)		Yes (X)		Yes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (4 entries)

FacilityFacilityNum	First Licensed CY Or PYFirstLicensedCYOrPYInd	Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd	CHNA ConductedCHNAConductedInd	Community DefinitionCommunityDefinitionInd	Community DemographicsCommunityDemographicsInd	Existing ResourcesExistingResourcesInd	How Data ObtainedHowDataObtainedInd	Community Health NeedsCommunityHealthNeedsInd	Other Health IssuesOtherHealthIssuesInd	Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd	Consulting ProcessConsultingProcessInd	Information GapsInformationGapsInd	CHNA ConductedCHNAConductedYr	Take Into Account Others InputTakeIntoAccountOthersInputInd	CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd	CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd	CHNA Report Widely AvailableCHNAReportWidelyAvailableInd	Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd	Own Website URLOwnWebsiteURLTxt	Other WebsiteOtherWebsiteInd	Other Website URLOtherWebsiteURLTxt	Paper Copy Public InspectionPaperCopyPublicInspectionInd	Rpt Available Thru Other MethodRptAvailableThruOtherMethodInd	Implementation Strategy AdoptImplementationStrategyAdoptInd	Implementation Strategy AdptImplementationStrategyAdptYr	Strategy Posted WebsiteStrategyPostedWebsiteInd	Strategy Website URLStrategyWebsiteURLTxt	Strategy AttachedStrategyAttachedInd	Organization Incur Excise TaxOrganizationIncurExciseTaxInd	Elig Criteria ExplainedEligCriteriaExplainedInd	FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd	FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct	FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct	Insurance Status CriteriaInsuranceStatusCriteriaInd	Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd	Explained BasisExplainedBasisInd	App Financial Asst ExplnAppFinancialAsstExplnInd	Described InfoDescribedInfoInd	Described Suprt DocDescribedSuprtDocInd	Provided Hospital ContactProvidedHospitalContactInd	Includes Publicity MeasuresIncludesPublicityMeasuresInd	FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd	FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd	FAP Notice DisplayedFAPNoticeDisplayedInd	Communtity Notified FAPCommuntityNotifiedFAPInd	Other PublicityOtherPublicityInd	FAP Actions On NonpaymentFAPActionsOnNonpaymentInd	Permit Other ActionsPermitOtherActionsInd	Collection ActivitiesCollectionActivitiesInd	Other ActionsOtherActionsInd	FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd	FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd	FAP Notified All PatientsFAPNotifiedAllPatientsInd	Documented Elig DeterminationDocumentedEligDeterminationInd	Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd	Other Method UsedOtherMethodUsedInd	Amounts Generally BilledAmountsGenerallyBilledInd	Gross ChargesGrossChargesInd	OtherOtherInd	Income Level CriteriaIncomeLevelCriteriaInd	Other CriteriaOtherCriteriaInd	Provided Nonprofit ContactProvidedNonprofitContactInd	Other Actions TakenOtherActionsTakenInd
UMASS MEMORIAL MEDICAL CENTER INC
1	0	0	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	14	Yes (1)	0	Yes (1)	Yes (1)	Yes (X)	WWW.UMASSMEMORIALHEALTHCARE.ORG/	Yes (X)	WWW.WORCESTERMA.GOV/	Yes (X)	Yes (X)	Yes (1)	14	Yes (1)	WWW.UMASSMEMORIALHEALTHCARE.ORG/	0	0	Yes (1)	Yes (X)	200.000000000000	600.000000000000	Yes (X)	Yes (X)	Yes (1)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	Yes (1)
HEALTHALLIANCE HOSPITAL INC
2	0	0	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)		14	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (X)	HTTP://WWW.HEALTHALLIANCE.COM/			Yes (X)	Yes (X)	Yes (1)	14	Yes (1)	HTTP://WWW.HEALTHALLIANCE.COM	0	0	Yes (1)	Yes (X)	200.000000000000	600.000000000000	Yes (X)	Yes (X)	Yes (1)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (1)		Yes (X)			Yes (X)	Yes (1)	Yes (X)	Yes (1)	Yes (X)	Yes (X)		Yes (X)		Yes (1)	Yes (X)	0	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)
MARLBOROUGH HOSPITAL
3	0	0	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	13	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (X)	HTTP://WWW.UMASSMEMORIALHEALTHCARE.ORG/MARLBOROUGH-HOSPITAL	Yes (X)	HTTP://WWW.MWHEALTH.ORG	Yes (X)		Yes (1)	13	Yes (1)	HTTP://WWW.UMASSMEMORIALHEALTHCARE.ORG/ABOUT-US/COMMUNITY-BENEFITS-PROGRAM/	0	0	Yes (1)	Yes (X)	200.000000000000	600.000000000000	Yes (X)	Yes (X)	Yes (1)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	Yes (1)
CLINTON HOSPITAL ASSOCIATION
4	0	0	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	14	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (X)	HTTP://WWW.CLINTONHOSPITAL.ORG	Yes (X)	HTTP://CHNA9.COM/INDEX.HTML	Yes (X)	Yes (X)	Yes (1)	14	Yes (1)	HTTP://WWW.CLINTONHOSPITAL.ORG	0	0	Yes (1)	Yes (X)	200.000000000000	600.000000000000	Yes (X)	Yes (X)	Yes (1)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (X)	0	Yes (1)

Supplemental Information SupplementalInformationGrp (42 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 3J: THE COMMUNITY HEALTH ASSESSMENT PROCESS CONSISTED OF A COMPREHENSIVE GATHERING OF QUANTITATIVE (I.E., HEALTH STATUS INDICATORS) AND QUALITATIVE DATA, THROUGH FOCUS GROUPS WITH COMMUNITY MEMBERS AND THROUGH INTERVIEWS WITH COMMUNITY MEMBERS AND COMMUNITY LEADERS. PARTICIPANTS WERE DRAWN FROM AMONG COMMUNITY-BASED, EDUCATIONAL, CIVIC, GOVERNMENTAL, AND FAITH-BASED PROFESSIONALS, HEALTH CARE PROVIDERS, AND OTHERS, AND EVERY EFFORT WAS MADE TO ENSURE RACIAL/ETHNIC, SOCIOECONOMIC, AND GEOGRAPHIC DIVERSITY IN THE COMPOSITION OF FOCUS GROUPS AND INTERVIEW PARTICIPANTS. HEALTHALLIANCE HOSPITAL COLLABORATED WITH THE JOINT COALITION ON HEALTH (JCOH) AND HEYWOOD HOSPITAL TO CONDUCT A COMPREHENSIVE COMMUNITY HEALTH ASSESSMENT THAT GATHERED, ANALYZED AND DOCUMENTED QUALITATIVE AND QUANTITATIVE DATA.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 5: YES, INPUT FROM DIVERSE PERSONS WHO REPRESENT THE COMMUNITY WAS TAKEN INTO ACCOUNT. UMASS MEMORIAL MEDICAL CENTER JOINED EFFORTS WITH THE WORCESTER DIVISION OF PUBLIC HEALTH (WDPH), FALLON HEALTH AND COMMON PATHWAYS, A HEALTHY COMMUNITIES COALITION THAT IS COMPRISED OF 30+ HEALTH AND HUMAN SERVICE ORGANIZATIONS, IN THE DEVELOPMENT OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE DIRECTOR OF THE WDPH AND THE UMASS MEMORIAL VICE PRESIDENT OF COMMUNITY RELATIONS, AND FALLON HEALTH CO-CHAIRED THE LEADERSHIP PROCESS TO DEVELOP A CHNA AND COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) FOR THE GREATER WORCESTER REGION. DURING THE ASSESSMENT PROCESS, COMMUNITY MEMBERS WERE ENGAGED IN KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND COMMUNITY DIALOGUES, WHICH ALLOWED FOR COMMUNITY MEMBERS TO REVIEW AND DISCUSS A PRELIMINARY PROFILE OF THE REGION AND PROVIDE THEIR FEEDBACK ON COMMUNITY HEALTH-RELATED STRENGTHS, NEEDS, AND A VISION FOR THE FUTURE. ELEVEN COMMUNITY DIALOGUE SESSIONS WERE HELD: FIVE SESSIONS IN WORCESTER, AND SIX IN THE OUTLYING COMMUNITIES (ONE EACH IN SHREWSBURY, GRAFTON, MILLBURY, WEST BOYLSTON, LEICESTER, AND HOLDEN). MORE THAN A TOTAL OF 1,777 INDIVIDUALS (INCLUDING PARTICIPANTS IN AN ONLINE COMMUNITY SURVEY) REPRESENTING DIVERSE INSTITUTIONS AND COMMUNITY ORGANIZATIONS FROM ACROSS THE REGION WORKED TOGETHER TO ESTABLISH A ROADMAP FOR THE FUTURE HEALTH OF THE REGION. THE PROCESS INCLUDED A STEERING COMMITTEE COMPRISED OF A DIVERSE NUMBER OF STAKEHOLDERS THAT ADVISED AND INFORMED THE CHNA.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 5: PARTICIPANTS INVOLVED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT WERE DRAWN FROM AMONG COMMUNITY-BASED, EDUCATIONAL, CIVIC, GOVERNMENTAL, AND FAITH-BASED PROFESSIONALS, HEALTH CARE PROVIDERS, AND OTHERS, AND EVERY EFFORT WAS MADE TO ENSURE RACIAL/ETHNIC, SOCIOECONOMIC, AND GEOGRAPHIC DIVERSITY IN THE COMPOSITION OF FOCUS GROUPS AND INTERVIEW PARTICIPANTS.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 5: THE PROCESS INCLUDED GATHERING COMMUNITY INPUT, AS WELL AS ANALYSIS OF GENERAL DATA COLLECTED FROM THE HOSPITAL AND PUBLICLY AVAILABLE DATA SOURCES. THE PROCESS ALSO INCORPORATED A SURVEY COMPONENT THAT WAS AVAILABLE IN ENGLISH, SPANISH AND PORTUGUESE, AS WELL AS KEY INFORMANT INTERVIEWS AND FOCUS GROUPS.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 5: TARGET POPULATIONS FOR CLINTON HOSPITAL'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS, AND A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WHICH IS CONDUCTED EVERY THREE YEARS. CLINTON HOSPITAL COLLABORATES WITH THE COMMUNITY HEALTH NETWORK AREA 9 (CHNA 9); A LOCAL COALITION OF PUBLIC, NON-PROFIT, AND PRIVATE SECTORS WORKING TOGETHER TO BUILD HEALTHIER COMMUNITIES IN MASSACHUSETTS THROUGH COMMUNITY-BASED PREVENTION PLANNING AND HEALTH PROMOTION. OTHER PARTNERS INCLUDED; KEY STAKEHOLDERS IN HEALTH IMPROVEMENT: RESIDENTS, CONSUMERS, COALITIONS, COMMUNITIES OF FAITH, BUSINESSES, AND PROVIDERS OF COMMUNITY-BASED HEALTH, EDUCATION, HUMAN SERVICES AND LOCAL AND STATE GOVERNMENTS.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 6A: HEALTHALLIANCE HOSPITAL CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT WITH HEYWOOD HELATHCARE (HEYWOOD HOSPITAL AND ATHOL HOSPITAL)
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 6A: THE ASSESSMENT WAS DONE IN CONJUNCTION WITH THE METRO WEST MEDICAL CENTER.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 6A: CLINTON HOSPITAL COLLABORATED WITH TWO OTHER HOSPITALS IN CONDUCTING THE 2011 COMMUNITY HEALTH ASSESSMENT OF NORTH CENTRAL MASSACHUSETTS IN A JOINT EFFORT BETWEEN THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH'S COMMUNITY HEALTH NETWORK AREA OF NORTH CENTRAL MASSACHUSETTS (CHNA 9) AND THE JOINT COALITION ON HEALTH (JCOH) ASSESSMENT. THEY INCLUDE HEALTHALLIANCE, AN AFFILIATE OF UMASS MEMORIAL HEALTH CARE AND HEYWOOD HOSPITAL. TOGETHER, THESE ENTITIES HAVE CAPITALIZED ON THEIR COMPLENTARY EXPERTISE AND HAVE PRODUCED A DOCUMENT THAT CAN BE USED BY STAKEHOLDERS FROM EVERY SECTOR OF THE COMMUNITY TO BETTER THE HEALTH AND WELFARE OF RESIDENTS OF NORTH CENTRAL MASSACHUSETTS.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 6B: UMASS MEMORIAL CONDUCTED THE CHNA IN COLLABORATION WITH THE WORCESTER DIVISION OF PUBLIC HEALTH AND FALLON HEALTHADDITIONAL PARTNERS INCLUDED:YWCA OF CENTRAL MASOUTH EAST ASIAN COALITIONMARCH OF DIMESWORCESTER PUBLIC SCHOOLSFAMILY HEALTH CENTER OF WORCESTEREDWARD M. KENNEDY HEALTH CENTERUMASS MEDICAL SCHOOLWORCESTER POLICE DEPARTMENTWORCESTER SENIOR CENTERWORCESTER FOOD & ACTIVE LIVING POLICY COUNCILWALKBIKE WORCESTERREGIONAL ENVIRONMENTAL COUNCIL OF WORCESTERMA DEPARTMENT OF PUBLIC HEALTHUNITED WAY OF CENTRAL MACLARK UNIVERSITY MOSAKOWSKI INSTITUTE FOR PUBLIC ENTERPRISEWORCESTER REGIONAL RESEARCH BUREAU
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 6B: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED WITH INPUT FROM OUR COMMNUNITY PARTNERS; COMMUNITY HEALTH CONNECTIONS, HEYWOOD HEALTHCARE, ATHOL HOSPITAL, HEYWOOD HOSPITAL, THE JOINT COALITION ON HEALTH AND THE MONTACHUSETT PUBLIC HEALTH NETWORK.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 6B: THE ASSESSMENT WAS DONE IN CONJUNCTION WITH METROWEST HEALTH FOUNDATION, EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, AND SOUTHBOROUGH MEDICAL GROUP.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 6B: CLINTON HOSPITAL CONDUCTED THE CHNA WITH THE FOLLOWING LISTED ORGANIZATIONS:PARTNERS INCLUDED:- THE COMMUNITY HEALTH NETWORK AREA OF NORTH CENTRAL MASS. (CHNA 9)- THE JOINT COALITION ON HEALTH OF NORTH CENTRAL MASSACHUSETTS- THE MINORITY COALITION OF NORTH CENTRAL MASSACHUSETTS- THE QUALITATIVE WORK WAS COMPLETED WITH THE COMBINED EFFORTS OF THE MINORITY COALITION OF NORTH CENTRAL MASSACHUSETTS, THE SPANISH AMERICAN CENTER, CLEGHORN NEIGHBORHOOD CENTER, HEYWOOD HOSPITAL, HEALTHALLIANCE HOSPITAL, WHEAT, THREE PYRAMIDS, BEAUTIFUL GATE CHURCH, NEW HOPE COMMUNITY CHURCH, TWIN CITIES CDC, GARDNER CDC, MEMORIAL CONGREGATIONAL CHURCH, MONTACHUSETT OPPORTUNITY COUNCIL AND MANY OTHER AGENCIES AND INDIVIDUALS.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 7D: THE CHNA WAS PUBLICLY ANNOUNCED TO THE COMMUNITY AT A PUBLIC EVENT ATTENDED BY MORE THAN 100 COMMUNITY STAKEHOLDERS AND HOSTED BY THE WORCESTER CITY MANAGER, WORCESTER DIRECTOR OF PUBLIC HEALTH, SENIOR VICE PRESIDENT OF UMASS MEMORIAL HEALTH CARE, PRESIDENT OF THE UMASS MEMORIAL HEALTH CARE HOSPITALS AND THE UMASS MEMORIAL VICE PRESIDENT OF COMMUNITY RELATIONS. THE HOSPITAL AND WDPH ALSO ENGAGED IN VARIOUS MEDIA VENUES INCLUDING; PRINT AND ONLINE ARTICLES IN LOCAL NEWS AND COMMUNITY NEWSPAPERS, CHNA-8, A HEALTHY COMMUNITIES COALITION AND INTERVIEWS TELEVISED ON WCCATV13.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 7D: THE LAST COMMUNITY HEALTH ASSESSMENT WAS MADE AVAILABLE THROUGH OUR WEBSITE AND PRESENTATIONS TO VARIOUS ORGANIZATIONS AND COMMUNITY FORUMS THROUGHOUT OUR SERVICE AREAS. THE COMMUNITY HEALTH ASSESSMENT IS ALSO AVAILABLE UPON REQUEST. YOU CAN FIND THE LINK TO OUR COMMUNITY HEALTH NEEDS ASSESSMENT HERE:HTTP://WWWW.UMASSMEMORIALHEALTHCARE.ORG/SITES/UMASS-MEMORIAL-HOSPITAL/FILES/DOCUMENTS/MEMBERS/5-21-15%20FINAL%20COMMUNITY_HEALTH_ASSESSMENT_OF_NORTH_CENTRAL_MA.PDF
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 7D: CLINTON HOSPITAL ALSO UNVEILS THE COMMUNITY HEALTH ASSESSMENT TO COMMUNITY GROUPS, COMMUNITY ADVISORY COMMITTEE, AND TO THE HOSPITAL'S BOARD OF TRUSTEES.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 11: THE CHNA PROCESS WAS LEAD BY THE WORCESTER DIVISION OF PUBLIC HEALTH, FALLON HEALTH AND THE HOSPITAL VICE PRESIDENT OF COMMUNITY BENEFITS, AND INCLUDED INPUT FROM APPROXIMATELY 100 COMMUNITY STAKEHOLDERS. FURTHERMORE, THE CHNA PROCESS HAS RESULTING IN THE DEVELOPMENT OF THE 2016 GREATER WORCESTER COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). THE HOSPITAL'S COMMUNITY BENEFIT IMPLEMENTATION STRATEGY HAS ALIGNMENT WITH THE CHNA/CHIP. THE OTHER NEEDS THAT ARE NOT INCLUDED IN THE CHNA/CHIP ARE NOT BEING ADDRESSED BECAUSE THEY ARE NOT A PART OF THE IDENTIFIED PRIORITY AREAS AND DUE TO LIMITED FUNDING.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 11: THE HOSPITAL RESPONDS TO PRIORITY HEALTH NEEDS IN MANY WAYS, AND IN TIMES THAT ARE CRITICAL FOR PATIENTS IN CRISIS. IN ADDITION TO CHARITY CARE, INDIGENT CARE, A SIGNIFICANT NUMBER OF PROGRAMS AND SERVICES OFFERED ADDRESS SOME OF THE PRIORITY NEEDS IDENTIFIED IN THE CHNA. OUR HOSPITAL DOES NOT HAVE THE AVAILABLE RESOURCES TO DEVELOP INITIATIVES TO MEET ALL IDENTIFIED HEALTH NEEDS, WHICH MAKES COLLABORATION WITH COMMUNITY RESOURCES CRITICAL.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 11: THE HOSPITAL RESPONDS TO PRIORITY HEALTH NEEDS IN MANY WAYS, AND IN TIMES THAT ARE CRITICAL FOR PATIENTS IN CRISIS. IN ADDITION TO CHARITY CARE, INDIGENT CARE, A SIGNIFICANT NUMBER OF PROGRAMS AND SERVICES OFFERED ADDRESS THE PRIORITY NEEDS IDENTIFIED IN THE 2013 CHNA. OUR HOSPITAL DOES NOT HAVE THE AVAILABLE RESOURCES TO DEVELOP INITIATIVES TO MEET EVERY PRIORITY HEALTH NEED IDENTIFIED, WHICH MAKES COLLABORATION WITH COMMUNITY ASSETS CRITICAL. THE HOSPITAL IS NOT CURRENTLY ADDRESSING ALL CHRONIC CONDITIONS DUE TO LIMITED RESOURCES.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 11: THE HOSPITAL RESPONDS TO PRIORITY HEALTH NEEDS IN MANY WAYS, AND IN TIMES THAT ARE CRITICAL FOR NORTH CENTRAL MA COMMUNITY, AND PATIENTS IN CRISIS. IN ADDITION TO CHARITY CARE, INDIGENT CARE, A NUMBER OF PROGRAMS AND SERVICES OFFERED ADDRESS SOME OF THE PRIORITY NEEDS IDENTIFIED IN THE CHNA. OUR HOSPITAL DOES NOT HAVE THE AVAILABLE RESOURCES TO DEVELOP INITIATIVES TO MEET EVERY PRIORITY HEALTH NEED IDENTIFIED, WHICH MAKES COLLABORATION WITH COMMUNITY ASSETS CRITICAL.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 13H: FINANCIAL ASSISTANCE - HAH EMPLOYS A STAFF OF FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS WHO ARE AVAILABLE BY PHONE OR BY APPOINTMENT TO SUPPORT PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND RESOLVING THEIR MEDICAL BILLS. FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 16I: FINANCIAL ASSISTANCE - UMASSMEMORIAL MEDICAL CENTER EMPLOYS A STAFF OF FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS WHO ARE AVAILABLE BY PHONE OR BY APPOINTMENT TO SUPPORT PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND RESOLVING THEIR MEDICAL BILLS. FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 16I: PATIENTS WHO ARE SCHEDULED TO BE ADMITTED AND HAVE BEEN IDENTIFIED AS NON INSURED AND/OR IN NEED OF FINANCIAL ASSISTANCE WILL HAVE AN APPOINTMENT SCHEDULED PRIOR TO ADMISSION TO MEET WITH A FINANCIAL COUNSELOR. PATIENTS, WHO ARE ADMITTED TO THE HOSPITAL THROUGH THE EMERGENCY DEPARTMENT, WILL BE VISITED BY THE FINANCIAL COUNSELOR ONCE THE PATIENT IS ON THE INPATIENT FLOOR. THE MEETING WILL BE HELD WITH THE PATIENT AND/OR FAMILY AS THE PATIENT'S MEDICAL CONDITION PERMITS.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 16I: FINANCIAL ASSISTANCE - MARLBOROUGH HOSPITAL EMPLOYS FINANCIAL COUNSELORS WHO ARE AVAILABLE BY PHONE OR BY APPOINTMENT TO SUPPORT PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND FOR HELP RESOLVING THEIR MEDICAL BILLS. FINANCIAL COUNSELORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 16I: FINANCIAL ASSISTANCE - CLINTON HOSPITAL EMPLOYS A STAFF OF FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS WHO ARE AVAILABLE BY PHONE OR BY APPOINTMENT TO SUPPORT PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND RESOLVING THEIR MEDICAL BILLS. FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 18D: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM UMMMC'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 18D: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM HEALTHALLIANCE'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 18D: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM MARLBOROUGH'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 18D: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM CLINTON'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 19D: UMMMC REFERS ACCOUNTS TO A CREDIT AGENCY WHEN WRITTEN OFF AS BAD DEBT FOR FURTHER COLLECTIONS. THESE AGENCIES CONTINUE COLLECTIONS WITHOUT IMPACT TO THE CREDIT RATING.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 19D: HEALTHALLIANCE HOSPITAL REFERS ACCOUNTS TO A CREDIT AGENCY WHEN WRITTEN OFF AS BAD DEBT FOR FURTHER COLLECTIONS. THESE AGENCIES CONTINUE COLLECTIONS WITHOUT IMPACT TO THE CREDIT RATING.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 19D: MARLBOROUGH ENGAGES A THIRD PARTY AGENCY TO ASSIST ON ALL SELF PAY ACCOUNTS AT ORIGINATION. THEY REFER ACCOUNTS TO A CREDIT AGENCY WHEN WRITTEN OFF AS BAD DEBT FOR FURTHER COLLECTIONS. THESE AGENCIES CONTINUE COLLECTIONS WITHOUT IMPACT TO THE CREDIT RATING.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 19D: CLINTON REFERS ACCOUNTS TO A CREDIT AGENCY WHEN WRITTEN OFF AS BAD DEBT FOR FURTHER COLLECTIONS. THESE AGENCIES CONTINUE COLLECTIONS WITHOUT IMPACT TO THE CREDIT RATING.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 20E: 1. PATIENTS WITH SELF-PAY RESPONSIBILITIES, INCLUDING EMERGENCY, ELECTIVE, SCHEDULED AND URGENT SERVICES WILL RECEIVE AN INITIAL BILL DELINEATING THE SERVICES AND AMOUNTS DUE FOR WHICH THEY ARE RESPONSIBLE.2. FOR ANY SELF-PAY RESPONSIBILITIES THAT REMAIN UNPAID AFTER THE INITIAL BILL, THE PATIENT WILL RECEIVE A SERIES OF MONTHLY STATEMENTS FOR 4 MONTHS OR UNTIL THE BALANCE IS RESOLVED, THE 4TH STATEMENT INDICATED AS A FINAL NOTICE. 3. PROVIDER ACCOUNTING STAFF WILL MAKE A TELEPHONE CALL TO ANY PATIENT WITH AN OUTSTANDING SELF-PAY BALANCE OF $1,000 OR MORE DURING THE NORMAL SELF-PAY BILLING AND COLLECTION PROCESS. 4. HAH WILL SEND A FINAL NOTICE BY CERTIFIED MAIL FOR BALANCES OVER $1,000 WHERE NOTICES HAVE NOT BEEN RETURNED AS "INCORRECT ADDRESS OR "UNDELIVERABLE" FOR EMERGENCY CARE PATIENTS.5. ADDITIONAL NOTICES AND/OR LETTERS MAY BE SENT TO DEBTOR PATIENTS DURING THE BILLING AND COLLECTION PROCESS IN AN EFFORT TO RESOLVE OUTSTANDING BALANCES.6. RETURNED MAIL AND/OR UNDELIVERABLE MAIL WILL BE RESEARCHED BY THE PROVIDER ACCOUNTING STAFF TO OBTAINED VALID ADDRESSES. DATABASES AND PRIOR VISIT INFORMATION WILL BE UTILIZED.7. ALL SUCH EFFORTS TO COLLECT BALANCES, AS WELL AS ANY PATIENT INITIATED INQUIRIES, WILL BE DOCUMENTED ON THE GUARANTOR'S ACCOUNT AND AVAILABLE FOR REVIEW.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 22D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT. ONCE A PATIENT IS DETERMINED ELIGIBLE FOR A DISCOUNT, THIS DISCOUNT IS APPLIED TO TOTAL CHARGES AND THE PATIENT RESPONSIBILITY IS REDUCED.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 22D: HEALTHALLIANCE CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 22D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 22D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT. ONCE A PATIENT IS DETERMINED ELIGIBLE FOR A DISCOUNT, THE DISCOUNT IS APPLIED TO TOTAL CHARGES AND THE PATIENT RESPONSIBILITY IS REDUCED.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 24: UMMMC CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 24: HEALTHALLIANCE CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 24: MARLBOROUGH CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 24: CLINTON CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.
PART V LINE 7A & 7B	UMASS MEMORIAL MEDICAL CENTER:YES, THE CHNA WAS POSTED ON THE HOSPITAL WEBSITE AND THE WORCESTER DIVISION OF PUBLIC HEALTH WEBSITE: (NOTE: THE FULL URLS INDICATED BELOW DID NOT FIT IN THEIR ENTIRETY ON THE UMASS MEMORIAL MEDICAL CENTER SCHEDULE H FORM).HOSPITAL WEBSITE: HTTP://WWW.UMASSMEMORIALHEALTHCARE.ORG/SITES/UMASS-MEMORIAL-HOSPITAL/FILES/DOCUMENTS/ABOUT/UMASS_MEMORIAL_CBI_MEASURES-CHAFINAL.PDFWORCESTER DIVISION OF PUBLIC HEALTH WEBSITE: HTTP://WWW.WORCESTERMA.GOV/UPLOADS/E3/8B/E38B32C7D4A96243C9C48BBD3250B00E/CHA-REPORT.PDFCLINTON HOSPITAL:YES, CLINTON HOSPITAL MAKES THE CHNA REPORT WIDELY AVAILABLE TO THE PUBLIC AND IT IS POSTED ON THE HOSPITAL'S WEBSITE:HTTP://WWW.UMASSMEMORIALHEALTHCARE.ORG/CLINTON-HOSPITAL/ABOUT-USTHE COMMUNITY BENEFITS REPORT IS ALSO POSTED ON THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH'S COMMUNITY NETWORK AREA OF NORTH CENTRAL, LINK:HTTP://WWW.CI.FITCHBURG.MA.US/GOVERNMENT/DEPARTMENTS/HEALTH/MPHN-PAGE/AND THE JOINT COALITION ON HEALTH (JCOH) WEBSITES WITH AVAILABILITY UPON REQUEST BY ANY OF THE ORGANIZATIONS MENTIONED.

Field	Value	IRS element (for citing)
Facility	4	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I OTHER - RESEARCH EXPENSES	THE AMOUNT OF RESEARCH EXPENSES FOR FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS BEING REPORTED BY UMASS MEMORIAL HEALTH CARE IS LOW SINCE THESE COSTS ARE SUPPORTED BY THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL. THE MEDICAL SCHOOL IS CLOSELY ASSOCIATED WITH UMASS MEMORIAL HEALTH CARE AND PROVIDES A SIGNIFICANT NUMBER OF COMMUNITY BASED PROGRAMS.
PART II, COMMUNITY BUILDING ACTIVITIES:	UMASS MEMORIAL MEDICAL CENTER: UMMC RECOGNIZES THE COMMUNITY BUILDING ACTIVITIES AS BEING A PART OF THE "SOCIAL DETERMINANTS OF HEALTH" THAT IMPACT THE HEALTH OF THE COMMUNITY. WE INVEST IN YOUTH WORKFORCE DEVELOPMENT FOR AT-RISK YOUTH. PROGRAMS ARE BASED ON OUR COMMUNITY BENEFITS MISSION WHICH WAS RECOMMENDED BY A COMMUNITY BENEFITS ADVISORY COMMITTEE AND DRAWS INSPIRATION FROM THE WORLD HEALTH ORGANIZATION'S BROAD DEFINITION OF HEALTH, AS "A STATE OF COMPLETE, PHYSICAL, MENTAL AND SOCIAL WELL BEING AND NOT MERELY THE ABSENCE OF DISEASE." BY ADOPTING THIS DEFINITION, UMASS MEMORIAL MEDICAL CENTER HAS EXPANDED ITS STRATEGY TO INCLUDE THE SOCIAL AND ECONOMIC OBSTACLES THAT PREVENT PEOPLE FROM ACHIEVING OPTIMAL HEALTH. ALL OF OUR COMMUNITY BUILDING ACTIVITIES ARE THE RESULT OF AN IDENTIFIED NEED AND ENGAGE THE COMMUNITY. THEY INCLUDE COLLABORATIVE EFFORTS, ADVOCACY ACTIVITIES AND PARTNERSHIPS THAT ENGAGE A BROAD ARRAY OF COMMUNITY STAKEHOLDERS IN ADDRESSING THESE UNMET SOCIAL DETERMINANTS OF HEALTH.COMMUNITY BUILDING ACTIVITY EXAMPLES INCLUDE: FUNDING AND PROMOTING WORKFORCE AND HEALTH CAREER DEVELOPMENT OPPORTUNITIES FOR INNER-CITY YOUTH.HEALTHALLIANCE HOSPITAL: FOR WORKFORCE DEVELOPMENT HEALTHALLIANCE HAS PROVIDED FINANCIAL ASSISTANCE TO STUDENTS WHO WISH TO PURSUE A CAREER IN THE HEALTH CARE FIELD VIA AN INTERNSHIP PROGRAM PROVIDING FINANCIAL ASSISTANCE AND EXPERIENCE THROUGH HANDS ON PRACTICE AND OBSERVATION. FOR COMMUNITY SUPPORT, COMMUNITY EMERGENCY PREPAREDNESS AND DRILLS ARE CONDUCTED IN COLLABORATION WITH THE LEOMINSTER AND FITCHBURG FIRE DEPARTMENTS AND MEDSTAR EMS.MARLBOROUGH HOSPITAL: MARLBOROUGH HOSPITAL PROVIDES ASSISTANCE TO COGNITIVELY CHALLENGED POST GRAD STUDENTS AGED 18 TO 22 BY HELPING THEM GAIN WORK/LIFE SKILLS TO ASSIST THEM IN THEIR TRANSITION FROM A SCHOOL ENVIRONMENT TO A WORK AND COMMUNITY SETTING. ADDITIONALLY, DISADVANTAGED STUDENTS, INCLUDING BOTH ECONOMICALLY OR DISENGAGED YOUTH AT RISK, LEARN THE TOOOLS TO OVERCOME BARRIERS AND MOVE INTO SELF SUSTAINING EMPLOYMENT IN SECTORS OF THE ECONOMY WHERE THERE IS A NEED.CLINTON HOSPITAL: CLINTON HOSPITAL IS WORKING TO ADDRESS BASIC, SOCIAL AND PERSONAL NEEDS AS A WAY TO IMPROVE THEIR COMMUNITIES' HEALTH. CLINTON HOSPITAL PROVIDES HIGH SCHOOL STUDENTS WITH THE OPPORTUNITY OF A HEALTH CAREER PREPARATION PROGRAM. THE PROGRAM EXPOSES STUDENTS TO HEALTH CAREER POSSIBILITIES, ROLE MODELS AND HOW HEALTH ORGANIZATIONS OPERATE; IT IS ALSO AN OPPORTUNITY FOR PRACTICAL EXPERIENCE TO LEARN BY DOING AND APPLYING THE KNOWLEDGE. THE STUDENTS LEARN NEW SKILLS AND DEVELOP THEIR OWN PERSONAL AND PROFESSIONAL INTERESTS. THEY ALSO EXPAND THEIR EDUCATIONAL OPPORTUNITIES, PERSONAL NETWORK AND MAKE CONNECTIONS. THIS PROGRAM WAS DEVELOPED AND IMPLEMENTED IN RESPONSE TO AN IDENTIFIED NEED IN THE COMMUNITY. WORKFORCE DEVELOPMENT IS IDENTIFIED AS A NEED NATIONALLY AND IN ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. CLINTON HOSPITAL PARTNERED WITH THE CLINTON PUBLIC HIGH SCHOOL AND THE WORKFORCE INVESTMENT BOARD TO IMPLEMENT THE PROGRAM.
PART III, LINE 8:	THE MEDICARE COSTS ARE OBTAINED FROM THE COST REPORT FOR INPATIENT, PSYCHIATRIC, CAPITAL, AND OUTPATIENT SERVICES. IN ADDITION, FEE BASED SERVICES SUCH AS LABS, PT, OT, ETC., ARE DETERMINED THROUGH PS&R CHARGES TIMES OUTPATIENT COST TO CHARGE RATIO.
PART III, LINE 9B:	EXEMPTION FROM SELF-PAY BILLING AND COLLECTION ACTION - THE ORGANIZATION WILL NOT INITIATE SELF-PAY BILLING AND COLLECTION ACTIVITY:A. UPON SUFFICIENT PROOF THAT A PATIENT IS A RECIPIENT OF EMERGENCY AID TO THE ELDERLY, DISABLED AND CHILDREN (EAEDC), OR ENROLLED IN THE HEALTH SAFETY NET (HSNO) OR MASSHEALTH, HEALTHY START, OR THE CHILDREN'S MEDICAL SECURITY PLAN WHOSE FAMILY INCOME IS EQUAL OR LESS THAN 400% OF THE FPL, WITH THE EXCEPTION OF CO-PAYS AND DEDUCTIBLES REQUIRED UNDER THE PROGRAM OF ASSISTANCE.B. IF THE HOSPITAL HAS PLACED THE ACCOUNT IN LEGAL OR ADMINISTRATIVE HOLD STATUS AND/OR SPECIFIC PAYMENT ARRANGEMENTS HAVE BEEN MADE WITH THE PATIENT OR GUARANTOR.C. FOR MEDICAL HARDSHIP BILLS THAT EXCEED THE MEDICAL HARDSHIP CONTRIBUTION.D. UNLESS UMMMC HAS CHECKED THE EVS SYSTEM TO DETERMINE IF THE PATIENT HAS FILED AN APPLICATION FOR MASSHEALTH.E. FOR PARTIAL HEALTH SAFETY NET ELIGIBLE PATIENTS, WITH THE EXCEPTION OF ANY DEDUCTIBLES REQUIRED.NOTE: THE ORGANIZATION MAY BILL FOR HEALTH SAFETY NET ELIGIBLE AND MEDICAL HARDSHIP PATIENTS FOR NON-MEDICALLY NECESSARY SERVICES PROVIDED AT THE REQUEST OF THE PATIENT AND FOR WHICH THE PATIENT HAS AGREED BY WRITTEN CONSENT.
PART V, SECTION B, LINE 9:	UMASS MEMORIAL MEDICAL CENTER, INC.UMMCI MOST RECENTLY ADOPTED AN IMPLEMENTATION STRATEGY IN APRIL 2016, EFFECTIVELY DURING THE 2015 FISCAL TAX YEAR. HOWEVER, THIS IS NOT AN ALLOWED RESPONSE FOR E-FILING PURPOSES, AS SUCH 2014 HAS BEEN ENTERED AS A RESPONSE ON THIS LINE.
PART VI, LINE 2:	UMASS MEMORIAL MEDICAL CENTER COMPLETED ITS COMMUNITY HEALTH NEEDS ASSESSMENT BY ASSEMBLING A DIVERSE GROUP OF COMMUNITY STAKEHOLDERS THAT INCLUDE, BUT ARE NOT LIMITED TO, MEMBERS OF HEALTH AND HUMAN SERVICE ORGANIZATIONS, PHILANTHROPY, COMMUNITIES OF COLOR, NEIGHBORHOOD RESIDENTS AND THE WORCESTER DIVISION OF PUBLIC HEALTH AS PART OF THE GROUP THAT ASSISTED AND GUIDED THE ASSESSMENT PROCESS. THE HOSPITALS COMMUNITY BENEFIT IMPLEMENTATION STRATEGY IS ALIGNED WITH THE CHIP. THE OTHER NEEDS THAT ARE NOT INCLUDED IN THE CHNA/CHIP ARE NOT BEING ADDRESSED BECAUSE THEY ARE NOT A PART OF THE FIVE IDENTIFIED PRIORITY CHIP DOMAIN AREAS AND DUE TO LIMITED FUNDING. THE FOLLOWING STRATEGIES ARE CONDUCTED TO COMPLETE THE ASSESSMENT:- CONDUCTED KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WITH COMMUNITY-BASED ORGANIZATIONS AND RESIDENTS- CONDUCTED OUTREACH EFFORTS TO MEDICALLY-UNDERSERVED POPULATIONS AND CONVENE MEETINGS WITH NEIGHBORHOOD/COMMUNITY GROUPS- REVIEWED PRIMARY AND SECONDARY DATA- CONDUCTED ONLINE COMMUNITY SURVEY- ORGANIZED COMMUNITY FORUMS TO SHARE FINDINGS AND RELEASE OF FINAL REPORT - ORGANIZED TASK FORCES FOR FURTHER ACTION TO IDENTIFY PRIORITY AREASTHE FOLLOWING SOURCES INFORM AND ENHANCE OUR EFFORTS TO IDENTIFY PRIORITIES AND UNMET NEEDS:- U.S. CENSUS 2010- HEALTHY PEOPLE 2020- NATIONAL PREVENTION STRATEGY- MASSACHUSETTS DEPARTMENT OF EDUCATION REPORTS INCLUDING LOCAL ENROLLMENT AND LANGUAGE DATA - MASSACHUSETTS DEPARTMENT OF EMPLOYMENT AND TRAINING- HOSPITAL UTILIZATION DATA - MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH/ MASSCHIP- DATA FROM VARIOUS CITY OF WORCESTER DEPARTMENTS INCLUDING, BUT NOT LIMITED TO, THE LOCAL DIVISION OF PUBLIC HEALTH, NEIGHBORHOOD SERVICES AND POLICE.- INFORMATION COLLECTED FROM HEALTH CARE PROVIDERS, COMMUNITY GROUPS/UNDERSERVED POPULATIONS AND INDIVIDUALS WHO HAVE EXPERTISE ON COMMUNITY HEALTH ISSUES.HEALTHALLIANCE HOSPITAL:THE COMMUNITY HEALTH NEEDS ASSESSMENT COMPREHENSIVE PROCESS CONSISTED OF COLLECTING QUANTITATIVE AND QUALITATIVE DATA THROUGH FOCUS GROUPS WITH COMMUNITY MEMBERS AND INTERVIEWS WITH COMMUNITY MEMBERS AND COMMUNITY LEADERS. PARTICIPANTS WERE FROM COMMUNITY-BASED ORGANIZATIONS, EDUCATIONAL, CIVIC, GOVERNMENTAL, FAITH-BASED PROFESSIONALS, HEALTH CARE PROVIDERS, AND OTHERS. WE MAKE A STRONG EFFORT TO ENSURE RACIAL/ETHNIC, SOCIOECONOMIC, AND GEOGRAPHIC DIVERSITY IN THE COMPOSITION OF ALL FOCUS GROUPS AND INTERVIEWS. THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED WITH HEALTHALLIANCE HOSPITAL AND HEYWOOD HEALTHCARE (HEYWOOD HOSPITAL AND ATHOL HOSPITAL).MARLBOROUGH HOSPITAL:THE COMMUNITY BENEFITS ADVISORY COUNCIL, COMPRISED OF MEMBERS OF DIFFERENT AGENCIES AND BUSINESSES IN THE AREA, HELPS TO IDENTIFY PROGRAMS IN SUPPORT OF THE COMMUNITY PRIORITIES. THE ASSESSMENT WAS COMPLETED IN CONJUNCTION WITH THE METROWEST HEALTH FOUNDATION, EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, BOARDS OF HEALTH FROM MARLBOROUGH AND HUDSON AND THE SOUTHBOROUGH MEDICAL GROUP.CLINTON HOSPITAL:CLINTON HOSPITAL CONDUCTED A COMMUNITY HEALTH ASSESSMENT (CHNA) IN COLLABORATION WITH THE MONTACHUSETT PUBLIC HEALTH NETWORK (MPHN), THE JOINT COALITION ON HEALTH OF NORTH CENTRAL MASSACHUSETTS (JCOH) AND COMMUNITY HEALTH NETWORK AREA 9 (CHNA9) IN 2014. THE JCOH IS A GROUP OF COMMITTED INDIVIDUALS AND ORGANIZATIONS WORKING COLLABORATIVELY AS CATALYSTS FOR CHANGE AND AS ADVOCATES FOR THE UNDERSERVED TO IMPROVE THE HEALTH AND WELL-BEING OF EVERYONE IN NORTH CENTRAL MASSACHUSETTS. THE MONTACHUSETTS PUBLIC HEALTH NETWORK (MPHN) IS A COLLABORATIVE COMMITTEE OF ALL THE BOARD OF HEALTH'S COVERING THE MONTACHUSETT REGION (ATHOL, GARDNER, FITCHBURG, LEOMINSTER, WESTMINSTER, PRINCETON, STERLING, ROYALSTON, PHILLIPSTON, TEMPLETON AND CLINTON) THE STATE GOAL OF THE MPHN IS "RAISING THE HEALTH STATUS OF THE RESIDENTS OF OUR COMMUNITIES TO THE HIGHEST LEVELS ANYWHERE IN THE COUNTRY". THE COMMUNITY HEALTH NETWORK OF NORTH CENTRAL MASSACHUSETTS (CHNA9) IS ONE OF 17 CHNAS ACCROSS MASSACHUSETTS, CREATED BY THE DEPARTMENT OF PUBLIC HEALTH IN 1992. CHNA-9 MISSION BRINGS TOGETHER AND SUPPORTS DIVERSE VOICES TO PROMOTE HEALTH EQUITY IN OUR COMMUNITIES. CLINTON HOSPITAL TOOK INTO ACCOUNT INPUT FROM REPRESENTATIVES OF THE COMMUNITY, INCLUDING DIVERSE MEMBERS WHO WERE INTERVIEWED IN THE COMMUNITY HEALTH ASSESSMENT FOCUS GROUPS. CLINTON HOSPITAL UTILIZED THE INFORMATION IN THE CHNA TO COLLABORATE WITH OTHER COMMUNITY BASED ORGANIZATIONS TO ADOPT IMPLEMENTATION STRATEGIES THAT ADDRESS THE UNMET HEALTH NEEDS OF CLINTON HOSPITAL'S CATCHMENT AREA.
PART VI, LINE 4:	GEOGRAPHICAL REACH: THE 2015 COMMUNITY HEALTH ASSESSMENT (CHA) AND SUBSEQUENT GREATER WORCESTER COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) FOCUSES ON THE CITY OF WORCESTER AND THE OUTLYING COMMUNITIES OF SHREWSBURY, MILLBURY, WEST BOYLSTON, LEICESTER, GRAFTON AND HOLDEN, A SUB-SECTION OF ITS PRIMARY SERVICE AREA. THIS SPECIFIC GEOGRAPHIC AREA IS THE FOCUS FOR THE CITY OF WORCESTER DIVISION OF PUBLIC HEALTH REGIONALIZATION INTITIATIVE, AND OVERLAPS WITH THE SERVICE AREA OF MANY OTHER LOCAL ORGANIZATIONS. FOCUSING UMASS MEMORIAL'S CHNA ON THIS GEOGRAPHIC AREA FACILITATES THE ALIGNMENT OF THE HOSPITAL'S EFFORTS WITH COMMUNITY AND GOVERNMENTAL PARTNERS, SPECIFICALLY THE CITY HEALTH DEPARTMENT, THE AREA FEDERALLY QUALIFIED HEALTH CENTERS, AND COMMUNITY-BASED ORGANIZATIONS. THIS FOCUS ALSO FACILITATES COLLABORATION WITH THE CHIP ADVISORY COMMITTEE THAT IMPLEMENTS KEY STRATEGIES OF THE CHIP SO THAT FUTURE INITIATIVES CAN BE DEVELOPED IN A MORE COORDINATED APPROACH.REGIONAL DESCRIPTION: THE CITY OF WORCESTER IS VERY ETHNICALLY-DIVERSE, CONSIDERABLY MORE SO THAN THE NATION AND STATE OVERALL. THE NUMBER OF HISPANICS LIVING IN THE CITY HAS GROWN BY 35% OVER THE PAST 10 YEARS. REFUGEES FROM IRAQ CURRENTLY ACCOUNT FOR THE GREATEST PERCENTAGE OF NEW IMMIGRANTS (51%) FOLLOWED BY REFUGEES FROM BHUTAN, BURMA, LIBERIA AND OTHER AFRICAN NATIONS. HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) HAS DESIGNATED THE CITY OF WORCESTER A HEALTH PROFESSIONAL SHORTAGE AREA (HPSA) IN PRIMARY CARE, MENTAL HEALTH AND DENTAL SERVICES DUE TO ITS LOW INCOME POPULATION. THE CITY OF WORCESTER HAS SEVERAL NEIGHBORHOODS WITH A SHORTAGE OF HEALTH PROVIDERS AND HRSA HAS DETERMINED THAT MANY CENSUS TRACTS IN THE CITY ARE MEDICALLY-UNDERSERVED AREAS (MUAS).ECONOMIC CHARACTERISTICS: THE U.S. CENSUS DATA FOR 2010 INDICATED THAT THE MEDIAN HOUSEHOLD INCOME FOR WORCESTER COUNTY WAS $29,316. FOR THE CITY OF WORCESTER, THE REGION'S LARGEST URBAN AREA, IT WAS CONSIDERABLY LOWER AT $23,135. ACCORDING TO THE CENSUS DATA, OF THE CITY'S TOTAL 181,045 RESIDENTS, 19.4% ARE LIVING BELOW THE POVERTY LEVEL. THE NUMBER OF CHILDREN UNDER THE AGE OF 18 LIVING BELOW THE POVERTY LEVEL ROSE TO 29.6% IN 2010 FROM 25% IN 2005-2009 (SOURCE: U.S. CENSUS 2010 AND 2010 AMERICAN COMMUNITY SURVEY 1-YEAR ESTIMATES, U.S. CENSUS). THE UNEMPLOYMENT RATE IN WORCESTER COUNTY RANGED BETWEEN 9.3 IN JANUARY 2011 AND 7.2 IN DECEMBER 2011 (SOURCE: MASSACHUSETTS EXECUTIVE OFFICE OF LABOR WORKFORCE AND DEVELOPMENT). THESE FACTORS HAVE RESULTED IN A STRONG NEED FOR FOOD ASSISTANCE SERVICES. FOR EXAMPLE, ACCORDING TO THE MASSACHUSETTS DEPARTMENT OF EDUCATION, 64% OF STUDENTS IN THE WORCESTER PUBLIC SCHOOL SYSTEM RECEIVE FREE SCHOOL LUNCH (SOURCE: MASSACHUSETTS DEPARTMENT OF EDUCATION).DEMOGRAPHICS: WORCESTER IS THE LARGEST SITE FOR REFUGEE RESETTLEMENT IN MASSACHUSETTS, WITH MORE THAN 1,600 REFUGEES RESETTLED IN THE CITY IN THE PAST FIVE YEARS. AS A RESULT, THE CITY OF WORCESTERS FOREIGN BORN POPULATION IS SIGNIFICANTLY HIGHER THAN WORCESTER COUNTY AS A WHOLE, ACCOUNTING FOR THE MAJORITY OF THIS POPULATION IN THE REGION. ACCORDING TO U.S. CENSUS 2010 FIGURES, THE HISPANIC POPULATION AND OTHER NON-HISPANIC, NON-WHITE ETHNIC GROUPS IN THE CITY HAVE NOTABLY INCREASED WHILE THE WHITE, NON-HISPANIC POPULATION HAS DECREASED. REFLECTING THIS DIVERSITY, NINETY PERCENT OF ALL MEDICAL INTERPRETATIONS PROVIDED BY UMMHC ARE CONDUCTED IN: SPANISH, PORTUGUESE, VIETNAMESE, ARABIC, ALBANIAN AND AMERICAN SIGN LANGUAGE. THE REMAINING TEN PERCENT ARE CONDUCTED IN OTHER NON-PRIMARY LANGUAGES, THE POOL OF WHICH CONSISTS OF 81 DIFFERENT LANGUAGES. THE SENIOR POPULATION IN THE REGION ALSO CONTINUES TO GROW AS BABY BOOMERS REACH THE AGE OF 65. ACCORDING TO THE U.S. CENSUS, RESIDENTS BETWEEN THE AGES OF 20-64 ACCOUNT FOR THE MAJORITY OF THE POPULATION IN WORCESTER COUNTY AT 61%.HEALTHALLIANCE HOSPITAL: OUR TARGET POPULATIONS FOCUS ON MEDICALLY-UNDERSERVED AND VULNERABLE GROUPS OF ALL AGES IN NORTH CENTRAL MASSACHUSETTS. OUR MOST VULNERABLE POPULATIONS INCLUDE CHILDREN, ETHNIC AND LINGUISTIC MINORITIES AND THOSE LIVING IN POVERTY. THESE POPULATIONS OFTEN BECOME ISOLATED AND DISENFRANCHISED DUE TO NEGLIGENCE, MISPERCEPTIONS, AND EVEN FEAR. THE STUDY AREA CONFIGURATION FOR THE CURRENT ASSESSMENT INCLUDES THE 30 SURROUNDING MUNICIPALITIES INCLUDING NINE (9) CITIES AND TOWNS INCLUDED FOR THE FIRST TIME IN THIS REPORT AND EXCLUDING SIX (6) CITIES AND TOWNS REPRESENTED IN PRIOR REPORTS: BARRE, BERLIN, HARDWICK, NEW BRAINTREE, OAKHAM, AND RUTLAND.WITHIN THE HEALTH STATUS AND OUTCOMES SECTION OF THE REPORT, SOME DATA SETS REFLECT A FURTHER DISTILLATION OF DATA FROM THE COMMUNITIES OF: PRINCETON/EAST PRINCETON; LANCASTER/SOUTH LANCASTER; GROTON/WEST GROTON; TOWNSEND/WEST TOWNSEND; AND WINCHENDON/WINCHENDON SPRINGS, RESULTING IN A PRESENTATION OF DATA FROM 35 COMMUNITIES.THE HOSPITAL IS ACTIVELY INVOLVED IN COALITION BUILDING THAT FOCUSES ON IMPROVING THE HEALTH OF THE COMMUNITY, INCLUDING THE JOINT COALITION ON HEALTH. THE COALITION HAS BROUGHT POSITIVE CHANGE TO THE SERVICE AREA. HEALTHALLIANCE HOSPITAL IS ALSO ACTIVELY ENGAGED WITH THE CHNA 9, WHOSE GOAL IS CONTINUOUS IMPROVEMENT OF HEALTH STATUS, WITH A FOCUS ON HEALTH EQUALITY AND ADDRESSING AND ELIMINATING HEALTH DISPARITIES.MARLBOROUGH HOSPITAL: BETWEEN 2000 AND 2011, MARLBOROUGH EXPERIENCED THE GREATEST POPULATION INCREASED FROM 36,255 TO 38,087 (5.1%), NEARLY TWICE AS LARGE OF A PERCENT CHANGE AT THE STATE LEVEL (2.6%). HUDSON'S POPULATION ALSO EXCEEDED THE STATE'S AT 4.0%. IN TERMS OF AGE DISTRIBUTION, MOST OF MARLBOROUGH'S POPULATION WAS BETWEEN THE AGES OF 25 TO 44 YEARS OLD (32.4%) WHILE HUDSON'S POPULATION HAD THE GREATEST PERCENT BETWEEN 45 TO 64 YEARS OLD (29.7%). QUANTITATIVE DATA ALSO ILLUSTRATE THAT JUST OVER THREE-FOURTHS OF THE MASSACHUSETTS POPULATION IS WHITE (76.9%) WHICH WAS LARGELY CONSISTENT WITH MARLBOROUGH (79.2%). BOTH AT THE STATE LEVEL AND IN MARLBOROUGH, THE HISPANIC POPULATION WAS THE NEXT LARGEST RACIAL/ETHNIC GROUP (9.3% AND 9.2%, RESPECTIVELY). HUDSON'S POPULATION FOLLOWED A SIMILAR PATTERN, THE PROPORTION OF ITS POPULATION THAT IDENTIFIED AS WHITE WAS EVEN LARGER (90.5%). ENGLISH, PORTUGUESE AND SPANISH ARE THE PREDOMINANT LANGUAGE FOR THE COMMUNITIES THE HOSPITAL SERVES.CLINTON HOSPITAL: CLINTON HOSPITAL PRIMARILY SERVES THE COMMUNITIES OF CLINTON, BERLIN, BOLTON, LANCASTER AND STERLING WITH POPULATIONS OF 13,606, 2,866, 4,897, 7,582 AND 9,564 RESPECTIVELY. THE POPULATION OF THE TOTAL SERVICE AREA IS 36,759. CLINTON HAS A POPULATION OF 13,606. THE MAJORITY OF CLINTON RESIDENTS ARE WHITE NON-HISPANIC (84%), FOLLOWED BY HISPANIC (11.6%) AND BLACK NON-HISPANIC (1.80%). THE CLINTON HOSPITAL SERVICE AREA IS ALSO PRIMARILY WHITE NON-HISPANIC (88%), FOLLOWED BY HISPANIC (6.4%), AND BLACK NON-HISPANIC (2.8%). CLINTON HOSPITAL'S COMMUNITY BENEFITS PLAN FOCUSES ON THE NEEDS OF CLINTON DUE TO ITS LARGE CONCENTRATION OF DIVERSE, VULNERABLE POPULATIONS.
PART VI, LINE 5:	UMASS MEMORIAL HAS A DESIGNATED COMMUNITY BENEFIT DEPARTMENT HOUSED WITHIN COMMUNITY RELATIONS THAT IS WHOLLY DEDICATED TO PROMOTING THE COMMUNITY BENEFIT AGENDA WITH A SPECIAL FOCUS ON COMMUNITY HEALTH IMPROVEMENT. OUR COMMUNITY BENEFITS STAFF WORKS VERY CLOSELY WITH MULTIPLE COMMUNITY ORGANIZATIONS FORGING PARTNERSHIPS. THE HOSPITAL HAS A STRONG AND LONGSTANDING PARTNERSHIP WITH THE WORCESTER DIVISION OF PUBLIC HEALTH WHICH HAS RESULTED IN SIGNIFICANT OPPORTUNITIES THAT HAVE LEVERAGED FUNDING AND IMPLEMENTATION OF PREVENTIVE COMMUNITY-CLINICAL LINKAGES. IN ADDITION, WE WORK CLOSELY WITH THE TWO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTERS AND LEVERAGE INTERNAL RESOURCES WITHIN THE SYSTEM TO INCREASE PROGRAM CAPACITY WHENEVER POSSIBLE. THE COMMUNITY RELATIONS/COMMUNITY BENEFITS DEPARTMENT WORKS CLOSELY WITH PEDI-PRIMARY CARE, FAMILY AND COMMUNITY MEDICINE, PEDI-PULMONOLOGY AND PLUMLEY VILLAGE HEALTH SERVICES. WE ALSO PROVIDE MEDICAL AND DENTAL SERVICES TO THE UNDERSERVED AT 11 NEIGHBORHOOD SITES AND 20 SCHOOLS THROUGH THE UMASS MEMORIAL CARE MOBILE.HEALTHALLIANCE HOSPITAL: HEALTHALLIANCE HOSPITAL HAS A COMMUNITY BENEFIT PROGRAM THAT IS RESPONSIBLE FOR PROMOTING THE COMMUNITY BENEFIT AGENDA FOCUSING ON COMMUNITY HEALTH IMPROVEMENT. OUR STAFF WORKS VERY CLOSELY WITH MULTIPLE COMMUNITY ORGANIZATIONS FORGING PARTNERSHIPS. IN ADDITION, WE LEVERAGE INTERNAL RESOURCES WITHIN THE SYSTEM TO INCREASE PROGRAM CAPACITY WHENEVER POSSIBLE. WE CONTINUE TO SUPPORT HEALTH EDUCATION AND SCREENINGS RELATED TO CHRONIC DISEASES AND PREVALENT HEALTH CONDITIONS IN THE COMMUNITY INCLUDING BREAST AND LUNG CANCER, CHRONIC OCCLUSIVE PULMONARY DISEASE (COPD), HEART HEALTH, DEPRESSION, DIABETES AND MENTAL/BEHAVIORAL HEALTH. THE PRIMARY DRIVING FORCE BEHIND THE HEALTHALLIANCE HOSPITAL COMMUNITY BENEFITS IMPLEMENTATION PLAN (THROUGH 2015) IS THE PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY HEALTH ASSESSMENT OF NORTH CENTRAL MA (CHA-NCMA) AND THE MONTACHUSETT PUBLIC HEALTH NETWORK (MPHN). ONE UNIQUE ASPECT OF THE CURRENT ASSESSMENT IS THE LEVEL OF ATTENTION PAID TO MINORITY HEALTH ISSUES. IN ADDITION, THOSE RESPONSIBLE FOR GATHERING QUALITATIVE DATA MADE EVERY EFFORT TO ENSURE RACIAL/ETHNIC, SOCIOECONOMIC, AND GEOGRAPHIC DIVERSITY IN THE COMPOSITION OF FOCUS GROPUS AND WITH INTERVIEW PARTICIPANTS. THE RESULT IS A MUCH MORE COMPREHENSIVE PICTURE OF THE HEALTH STATUS, ISSUES, CONCERNS, AND ASSETS OF NORTH CENTRAL MASSACHUSETTS. ANOTHER KEY FEATURE OF THIS COMMUNITY HEALTH ASSESSMENT IS THE AMOUNT OF COLLABORATION THAT HAS GONE INTO GATHERING AND ANALYZING THE DATA PRESENTED HEREIN.MARLBOROUGH HOSPITAL: MARLBOROUGH HOSPITAL PARTICIPATES IN AREA EVENTS AND PROVIDES FACILITIES FOR SUPPORT GROUPS. IN ADDITION, WHENEVER POSSIBLE WE LEVERAGE INTERNAL RESOURCES TO BUILD CAPACITY IN OUR PROGRAMMING AND WE HAVE STAFF THAT SUPPORTS COMMUNITY BENEFITS ACTIVITIES.CLINTON HOSPITAL: CLINTON HOSPITAL'S COMMUNITY BENEFITS PROGRAMS MIRROR THE FIVE CORE PRINCIPLES OUTLINES BY THE PUBLIC HEALTH INSTITUTE IN TERMS OF THE "EMPHASIS ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH-RELATED NEEDS; EMPHASIS ON PRIMARY PREVENTION; BUILDING A SEAMLESS CONTINUUM OF CARE; BUILDING COMMUNITY CAPACITY; AND COLLABORATIVE GOVERNANCE." TARGET POPULATIONS FOR CLINTON HOSPITAL'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS, AND A CHNA WHICH IS CONDUCTED EVERY THREE YEARS.
PART VI, LINE 6:	UMASS MEMORIAL MEDICAL CENTER IS PART OF THE UMASS MEMORIAL HEALTH CARE SYSTEM (FOUR HOSPITALS TOTAL IN CENTRAL MASSACHUSETTS). EACH HOSPITAL HAS DESIGNATED COMMUNITY BENEFITS STAFF TO WORK WITH THEIR RESPECTIVE LOCAL COMMUNITIES. EACH HOSPITAL IS RESPONSIBLE FOR DEVELOPING THEIR OWN COMMUNITY HEALTH NEEDS ASSESSMENT IN COLLABORATION WITH LOCAL COMMUNITY STAKEHOLDERS AND DEVELOPS A COMMUNITY BENEFIT IMPLEMENTATION STRATEGY FOR THEIR RESPECTIVE COMMUNITY.
PART VI, LINE 7, REPORTS FILED WITH STATES	MA
PART VI LINE 7	YES, ALL FOUR HOSPITALS FILE INDIVIDUAL COMMUNITY BENEFIT REPORTS WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
650 LINCOLN STREET	WORCESTER	MA	01605	042513817	501(C)(3)	$1,000,000	SUPPORT FOR HEALTH CENTER'S MISSION
FAMILY HEALTH CENTER OF WORCESTER INC
26 QUEEN STREET	WORCESTER	MA	01610	042485308	501(C)(3)	$1,000,000	SUPPORT FOR HEALTH CENTER'S MISSION
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE N	WORCESTER	MA	01655	043167352	501(C)(3)	$200,000	MUSCULOSKELETAL CENTER OF EXCELLENCE GRANT
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE N	WORCESTER	MA	01655	043167352	501(C)(3)	$50,000	INTERVENTIONAL NEURORADIOLOGY RESEARCH
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE N	WORCESTER	MA	01655	043167352	501(C)(3)	$22,580	COMPLEX AORTIC ANEURYSM REPAIR STUDY
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE N	WORCESTER	MA	01655	043167352	501(C)(3)	$2,000,000	ACADEMIC CHAIR FUNDING
QCC FOUNDATION INC
670 WEST BOYLSTON STREET	WORCESTER	MA	01606	042897624	501(C)(3)	$5,000	ANNIVERSARY SPONSORSHIP
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE N	WORCESTER	MA	01655	043167352	501(C)(3)	$5,000	SPONSORSHIP OF SEED SYMPOSIUM
COMMUNITY HEALTHLINK
72 JACQUES AVE	WORCESTER	MA	01610	042626179	501(C)(3)	$6,500	SPONSORSHIP FAMILY FUN FEST & "LISTEN IN" EVENT
CLINTON HOSPITAL
201 HIGHLAND STREET	CLINTON	MA	01510	041185520	501(C)(3)	$33,125	125TH MATCH

Field	Value	IRS element (for citing)
Total501c3 Org	6	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
INTERNSHIPS	34	$69,298
SPONSORSHIPS	16	$28,550

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE I, PART I LINE 2:	FormAndLineReferenceDesc
Explanation	PART I LINE 2: MEDICAL CENTER: 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. THE HEALTH CENTERS WILL DOCUMENT THE RE-EVALUATION CONTEMPORANEOUSLY. PART I LINE 2: MEDICAL CENTER: AS PART OF THE FUNDING AGREEMENT, BI-ANNUAL UPDATES WILL BE PROVIDED TO THE SENIOR VICE PRESIDENT FOR OPERATIONS OF THE MEDICAL CENTER RESPONSIBLE FOR THE MUSCULOSKELETAL CENTER OF EXCELLENCE. PART I LINE 2: MEDICAL CENTER: RESEARCH GRANTS WILL BE FUNDED ANNUALLY, FOLLOWING ANNUAL UPDATES PROVIDED BY THE DIVISION DIRECTOR AND/OR DEPARTMENT CHAIR TO THE SENIOR VICE PRESIDENT OF OPERATIONS RESPONSIBLE FOR THE RADIOLOGY DEPARTMENT AND THE INTERVENTIONAL NEURORADIOLOGY DIVISION. PART I LINE 2: MEDICAL CENTER: GRANT FUNDED ON A PER YEAR BASIS FOR THE DURATION OF THE STUDY; WITH ANNUAL COST RECONCILIATIONS PERFORMED AND PROVIDED TO THE MEDICAL CENTER. PART II LINE 1(H): MEDICAL CENTER: THE STANDARD SET FORTH IS A REASONABLE EXPECTATION THAT THE GRANTS WILL CONTRIBUTE MEANINGFULLY TO EACH OF THE HEALTH CENTER'S ABILITY TO MAINTAIN OR INCREASE THE AVAILABILITY, OR ENHANCE THE QUALITY, OF SERVICES PROVIDED TO A MEDICALLY UNDERSERVED POPULATION SERVICED BY THE HEALTH CENTERS. EACH HEALTH CENTER HAS DOCUMENTED THE BASIS FOR SAID REASONABLE EXPECTATION. PART II LINE 1(H): MEDICAL CENTER: THESE GRANTS REPRESENT HIGHLY COLLABORATIVE PROJECTS AMONG THREE DEPARTMENTS (ORTHOPEDICS, MEDICINE (PHEUMATOLOGY) AND CELL BIOLOGY) THAT FOCUS ON THE ROLE OF MICRORNAS IN THE PATHOGENESIS OF RHEUMATOID ARTHRITIS AND OSTEOARTHRITIS, AND ADDRESS THE POTENTIAL ROLE OF MICRORNAS AS BIOMARKERS OF DISEASE. PART II LINE 1(H): MEDICAL CENTER: THIS GRANT ALLOWS THE MEDICAL SCHOOL TO RECEIVE A THREE YEAR RESEARCH GRANT FOR START UP FUNDING RESEARCH UNDER THE DIRECTOR OF THE MEDICAL SCHOOL'S DIVISION DIRECTOR FOR INTERVENTIONAL NEURORADIOLOGY. PART II LINE 1(H): MEDICAL CENTER: THE PRIMARY OBJECTIVE OF THE PRESENT STUDY IS TO EVALUATE THE SAFETY AND EFFICACY OF PHYSICIAN-MODIFICATION OF FDA-APPROVED OFF-THE-SHELF ENDOVASCULAR GRAFTS IN THE TREATMENT OF PATIENTS WITH COMPLEX ABDOMINAL OR THOROCOABDOMINAL ANEURYSMS OR ULCERS. PART I LINE 2: HEALTHALLIANCE HOSPITALS, INC.: PRIOR TO THE DISTRIBUTION OF ANY AND ALL SCHOLARSHIP/INTERNSHIP FUNDS, HEALTHALLIANCE REQUIRES VERIFICATION OF PROGRAM ENROLLMENT FROM ALL RECIPIENTS.	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
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (74 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
ALFRED HOWARD MD
DIRECTOR, UMM ACO, INC.	$237,821	$0	$10,327	$0	$0	$0	$18,536	$0	$12,114	$0	$278,798	$0	$0	$0
BAGLEY PETER MD
DIRECTOR, UMM ACO, INC.	$237,823	$0	$116,920	$0	$0	$0	$92,512	$0	$28,594	$0	$475,849	$0	$0	$0
BROWN ALAN P MD
SECRETARY, UMMHC, INC., DIRECTOR VAR	$170,318	$0	$23,100	$0	$0	$0	$10,064	$0	$24,673	$0	$228,155	$0	$0	$0
CARLUCCI DANIEL MD
DIRECTOR, MARLBOROUGH HOSPITAL	$287,163	$0	$22,669	$0	$0	$0	$13,000	$0	$28,594	$0	$351,426	$0	$0	$0
COFONE MICHAEL J
TREASURER/DIRECTOR, COORDINATED PRIM	$294,265	$0	$70,675	$0	$2,864	$0	$7,800	$0	$29,925	$0	$405,529	$0	$0	$0
CORBETT WILLIAM MD
DIRECTOR, MARLBOROUGH HOSPITAL	$318,625	$0	$104,564	$0	$30,800	$0	$142,507	$0	$21,773	$0	$618,269	$0	$30,800	$0
DALY SHEILA
PRESIDENT, CLINTON HOSPITAL ASSOC.,	$205,300	$0	$77,964	$0	$0	$0	$33,757	$0	$11,110	$0	$328,131	$0	$0	$0
DICKSON ERIC W MD
PRESIDENT & CEO/DIRECTOR, UMM HEALTH	$773,029	$0	$520,000	$0	$40,695	$0	$230,517	$0	$40,127	$0	$1,604,368	$0	$38,913	$0
DUNCAN DAVID
DIRECTOR UNTIL 8/3/15, COORDINATED P	$167,076	$0	$28,474	$0	$819	$0	$6,940	$0	$23,724	$0	$227,033	$0	$0	$0
EISENSTOCK JORDAN MD
DIRECTOR, UMM ACO, INC.	$164,454	$0	$16,357	$0	$5,065	$0	$9,586	$0	$23,309	$0	$218,771	$0	$5,065	$0
FAIRCHILD DAVID MD
PRESIDENT/DIRECTOR, UMM ACO, INC.	$378,547	$0	$97,060	$0	$36,936	$0	$94,041	$0	$9,575	$0	$616,159	$0	$36,936	$0
FERGUSON R KEVIN MD
DIRECTOR, UMM MED GROUP, INC.	$217,960	$0	$53,694	$0	$6,036	$0	$13,000	$0	$24,521	$0	$315,211	$0	$6,036	$0
FINBERG ROBERT W MD
DIRECTOR, UMM HEALTH CARE, INC.	$251,386	$0	$49,354	$0	$15,015	$0	$101,571	$0	$31,094	$0	$448,420	$0	$15,015	$0
GOTTLIEB PHILIP D MD
DIRECTOR UNTIL 12/13, CLINTON HOSPIT	$230,340	$0	$134,444	$0	$8,126	$0	$13,000	$0	$24,761	$0	$410,671	$0	$8,126	$0
HARLAN DAVID MD
DIRECTOR, UMM ACO, INC.	$148,056	$0	$33,000	$0	$0	$0	$9,415	$0	$25,330	$0	$215,801	$0	$0	$0
KENNEDY KATHRYN MD
DIRECTOR, UMM MED GROUP, INC.	$227,786	$0	$61,370	$0	$0	$0	$13,000	$0	$28,588	$0	$330,744	$0	$0	$0
LAPRIORE CHERYL M
PRESIDENT/DIRECTOR, UMM HEALTH VENT	$244,120	$0	$94,804	$0	$30,636	$0	$100,910	$0	$22,598	$0	$493,068	$0	$30,636	$0
LASSER DANIEL H MD
DIRECTOR, UMM MED GROUP, INC.	$207,486	$0	$29,457	$0	$23,638	$0	$56,027	$0	$27,101	$0	$343,709	$0	$23,638	$0
MESSINA LOUIS MD
DIRECTOR UNTIL 3/14, UMM MED GROUP,	$520,117	$0	$77,369	$0	$0	$0	$13,789	$0	$28,102	$0	$639,377	$0	$0	$0
METZMAKER JEFFREY N MD
DIRECTOR, UMM MED GROUP, INC.	$305,811	$0	$119,500	$0	$0	$0	$13,000	$0	$26,061	$0	$464,372	$0	$0	$0
MULDOON PATRICK
PRESIDENT, UMM MED CTR, INC.,	$579,577	$0	$258,750	$0	$31,239	$0	$267,751	$0	$27,960	$0	$1,165,277	$0	$31,239	$0
NOMPLEGGI DOMINIC MD
DIRECTOR, UMM MED GROUP, INC.	$222,270	$0	$120,436	$0	$0	$0	$13,000	$0	$30,154	$0	$385,860	$0	$0	$0
OKIKE O NSIDINANYA MD
DIRECTOR, UMM HEALTH CARE, INC.	$425,028	$0	$90,569	$0	$19,250	$0	$13,000	$0	$27,943	$0	$575,790	$0	$19,250	$0
O'LEARY DANIEL MD
DIRECTOR, COORDINATED PRIMARY CARE,	$166,973	$0	$20,466	$0	$1,521	$0	$3,340	$0	$4,333	$0	$196,633	$0	$0	$0
PHILBIN CHRIS
DIRECTOR, UMASS MEMORIAL COMMUNITY H	$189,880	$0	$40,000	$0	$0	$0	$24,558	$0	$25,132	$0	$279,570	$0	$0	$0
ROACH STEVEN
PRESIDENT/DIRECTOR, MARLBOROUGH HOSP	$328,968	$0	$128,646	$0	$0	$0	$41,706	$0	$23,694	$0	$523,014	$0	$0	$0
ROSEN MAX P MD
DIRECTOR, CMMIC, INC.	$377,877	$0	$29,460	$0	$0	$0	$13,000	$0	$3,840	$0	$424,177	$0	$0	$0
ROSSI CATHERINE
DIRECTOR, CLINTON HOSPITAL ASSOCIATI	$172,552	$0	$36,000	$0	$0	$0	$25,467	$0	$22,262	$0	$256,281	$0	$0	$0
SIOUFI HABIB A MD
DIRECTOR, CLINTON HOSPITAL ASSOCIATI	$199,247	$0	$0	$0	$8,319	$0	$10,719	$0	$23,904	$0	$242,189	$0	$8,319	$0
SWENSON DANA E
PRESIDENT/DIRECTOR, UMM REALTY, INC.	$235,564	$0	$60,735	$0	$0	$0	$124,837	$0	$21,773	$0	$442,909	$0	$0	$0
TOSI STEPHEN E MD
PRESIDENT, UMM MED GROUP, INC., DIRE	$614,181	$0	$281,303	$0	$353,780	$0	$259,762	$0	$28,605	$0	$1,537,631	$0	$353,780	$0
ZIEDONIS DOUGLAS MD
PRESIDENT/DIRECTOR, UMBHS, INC.	$199,796	$0	$27,900	$0	$0	$0	$11,905	$0	$28,594	$0	$268,195	$0	$0	$0
BOLLAND ESHGHI KATHARINE
ASSISTANT SECRETARY, UMMHC, INC.	$295,192	$0	$73,588	$0	$24,719	$0	$71,413	$0	$23,598	$0	$488,510	$0	$24,719	$0
BRONHARD JOHN
TREASURER, CNEHA, INC.	$181,856	$0	$25,943	$0	$10,646	$0	$4,601	$0	$6,790	$0	$229,836	$0	$0	$0
BROWN DOUGLAS S
SECRETARY, UMM HEALTH CARE, INC.	$443,477	$0	$396,974	$0	$44,821	$0	$225,532	$0	$22,598	$0	$1,133,402	$0	$44,821	$0
COCCHIARELLA ANDREW MD
DIRECTOR, MARLBOROUGH HOSPITAL	$197,022	$0	$117,950	$0	$0	$0	$13,000	$0	$25,305	$0	$353,277	$0	$0	$0
EKSTROM DEBORAH
PRESIDENT, COMMUNITY HEALTHLINK, INC	$193,355	$0	$50,131	$0	$16,552	$0	$93,352	$0	$25,785	$0	$379,175	$0	$15,608	$0
GREENWOOD JOHN
TREASURER, UMM ACO, INC.	$213,448	$0	$44,000	$0	$16,119	$0	$82,830	$0	$21,453	$0	$377,850	$0	$16,119	$0
KEATING TODD A
TREASURER UNTIL 2/14, UMM HEALTH CAR	$91,987	$0	$0	$0	$1,098,018	$0	$147,144	$0	$1,926	$0	$1,339,075	$0	$1,098,018	$0
MCCUE STEVEN
TREASURER, MARLBOROUGH HOSPITAL	$175,880	$0	$19,328	$0	$0	$0	$23,654	$0	$20,986	$0	$239,848	$0	$0	$0
MELGAR SERGIO
TREASURER, UMASS MEMORIAL HEALTH CAR	$560,318	$0	$285,000	$0	$11,937	$0	$59,208	$0	$29,966	$0	$946,429	$0	$0	$0
O'BRIEN WILLIAM
SECRETARY, UMBHS, INC.	$117,117	$0	$7,642	$0	$0	$0	$33,517	$0	$25,132	$0	$183,408	$0	$0	$0
OLSON JEFFREY
TREASURER, CLINTON HOSPITAL ASSOC.	$139,702	$0	$16,170	$0	$0	$0	$35,085	$0	$23,762	$0	$214,719	$0	$0	$0
SHAKMAN ALICE
PRESIDENT, CMMIC, INC.	$253,236	$0	$64,081	$0	$24,782	$0	$147,863	$0	$8,754	$0	$498,716	$0	$24,782	$0
SMITH FRANCIS W
CLERK, UMM HEALTH VENTURES, INC.	$187,014	$0	$15,867	$0	$0	$0	$50,459	$0	$25,951	$0	$279,291	$0	$0	$0
STREETER MICHELE
TREASURER, UMM MED GROUP, INC.	$389,263	$0	$178,200	$0	$26,031	$0	$224,630	$0	$24,159	$0	$842,283	$0	$26,031	$0
SZYMANSKI CANDRA D
INTERIM PRESIDENT UNTIL 12/13, MARLB	$90,876	$0	$0	$0	$99,808	$0	$12,383	$0	$1,138	$0	$204,205	$0	$88,494	$0
WEYMOUTH DEBORAH
PRESIDENT, CENTRAL NEW ENGLAND HEALT	$193,633	$0	$30,000	$0	$0	$0	$297	$0	$6,118	$0	$230,048	$0	$0	$0
ANDERSON MILTON
SR. VP, CHIEF HR OFFICER UNTIL 9/14	$278,569	$0	$188,883	$0	$304,011	$0	$369,884	$0	$18,215	$0	$1,159,562	$0	$304,011	$0
BRENCKLE GEORGE PHD
SR. VP, CIO UNTIL 4/14	$110,652	$0	$0	$0	$408,888	$0	$340,242	$0	$9,561	$0	$869,343	$0	$408,888	$0
CYR JAMES P
SR VP, HEART AND VASCULAR DISEASES	$241,332	$0	$62,636	$0	$17,956	$0	$162,807	$0	$22,598	$0	$507,329	$0	$17,956	$0
DAY THERESE
VP, FINANCE / CFO OF MED CENTER	$273,845	$0	$70,628	$0	$27,201	$0	$156,689	$0	$22,598	$0	$550,961	$0	$27,201	$0
DIAMOND VICTORIA
SR. VP, OPERATIONS, UNTIL 1/14	$36,051	$0	$0	$0	$386,939	$0	$138,442	$0	$3,885	$0	$565,317	$0	$386,939	$0
FELDMANN ROBERT
VP, CORPORATE CONTROLLER	$258,169	$0	$64,609	$0	$0	$0	$152,358	$0	$1,951	$0	$477,087	$0	$0	$0
FISHER BARBARA
SR VP, OPERATIONS	$251,672	$0	$64,915	$0	$63,026	$0	$130,815	$0	$21,773	$0	$532,201	$0	$63,026	$0
GEORGE PATRICIA
VP & DEPUTY CIO	$18,466	$0	$0	$0	$0	$0	$339,530	$0	$566	$0	$358,562	$0	$0	$0
HUDLIN MARGARET MD
CHIEF MED OFFICER/VP PERIOPERATIVE S	$338,331	$0	$87,500	$0	$9,339	$0	$43,750	$0	$25,132	$0	$504,052	$0	$9,339	$0
HYLKA SHARON
SR. VP, HOSPITAL ADMIN UNTIL 1/14	$94,281	$0	$0	$0	$877,323	$0	$263,324	$0	$7,382	$0	$1,242,310	$0	$877,323	$0
JEWELL CATHY
SR VP, CHIEF NURSING OFFICER	$217,068	$0	$13,418	$0	$0	$0	$24,981	$0	$22,598	$0	$278,065	$0	$0	$0
RANDOLPH JOHN
CHIEF COMPLIANCE OFFICER	$199,185	$0	$51,633	$0	$0	$0	$93,732	$0	$24,598	$0	$369,148	$0	$0	$0
TARNOWSKI TIMOTHY
SR VP, CHIEF INFO OFFICER	$37,456	$0	$45,000	$0	$0	$0	$0	$0	$1,461	$0	$83,917	$0	$0	$0
THOMPSON DIANE
SR VP CHIEF NURSING OFF UNTIL 4/9/15	$325,897	$0	$89,792	$0	$5,919	$0	$360,115	$0	$22,397	$0	$804,120	$0	$0	$0
LITWIN DEMETRIUS MD
PHYSICIAN, CHAIR OF SURGERY DEPT	$555,716	$0	$161,939	$0	$0	$0	$13,000	$0	$28,775	$0	$759,430	$0	$0	$0
BOZORGZADEH ADEL MD
PHYSICIAN, CHIEF OF ORGAN TRANSPLANT	$469,603	$0	$243,156	$0	$0	$0	$13,000	$0	$28,594	$0	$754,353	$0	$0	$0
AROUS ELIAS J MD
PHYSICIAN, ASSOC. CHIEF MEDICAL OFFI	$596,100	$0	$49,600	$0	$0	$0	$13,000	$0	$26,061	$0	$684,761	$0	$0	$0
AYERS DAVID C MD
PHYSICIAN, CHAIR OF ORTHOPEDICS AND	$606,387	$0	$34,957	$0	$0	$0	$13,000	$0	$27,769	$0	$682,113	$0	$0	$0
BUSCONI BRIAN D MD
PHYSICIAN, CHIEF OF ORTHOPEDICS	$501,137	$0	$115,985	$0	$0	$0	$13,000	$0	$26,061	$0	$656,183	$0	$0	$0
CHANDLER WILLIS
FMR DIR CLINTON UNTIL 12/31/11	$0	$0	$0	$0	$43,852	$0	$0	$0	$107	$0	$43,959	$0	$43,852	$0
FERRUCCI JOSEPH MD
FMR DIR CMMIC UNTIL 3/31/13	$259,317	$0	$15,612	$0	$1,385	$0	$8,300	$0	$15,785	$0	$300,399	$0	$0	$0
PAPPAS ARTHUR M MD
FMR DIR UNTIL 3/27/13	$12,736	$0	$800	$0	$0	$0	$101	$0	$107	$0	$13,744	$0	$0	$0
MOORE KAREN
FMR PRESIDENT/DIR UNTIL 3/25/13	$0	$0	$0	$0	$156,975	$0	$26,309	$0	$13,714	$0	$196,998	$0	$156,975	$0
BLUTE MICHAEL MD
FMR KEY EE UNTIL 3/31/2012, CANCER C	$0	$0	$0	$0	$122,006	$0	$0	$0	$107	$0	$122,113	$0	$122,006	$0
DALEY JENNIFER MD
FMR EXEC VP, COO, UNTIL 3/18/13	$0	$0	$0	$0	$529,399	$0	$100,961	$0	$25,255	$0	$655,615	$0	$529,399	$0
ETTINGER WALTER H MD
FMR KEY EE/PRES MEDCTR UNTIL 1/20/12	$0	$0	$0	$0	$716,815	$0	$0	$0	$107	$0	$716,922	$0	$716,815	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINES 4A-B	FormAndLineReferenceDesc
Explanation	PART I, LINE 4A: RECEIVE A SEVERANCE PAYMENT OR CHANGE-OF-CONTROL PAYMENT. THE FOLLOWING INDIVIDUALS RECEIVED OR HAD DEFERRED SEVERANCE IN THE REPORTING PERIOD: INCLUDED IN SCH. J COL. BIII: ANDERSON, MILTON $127,422 BRENCKLE, GEORGE, PH.D. $198,020 DALEY, JENNIFER, MD $479,079 DIAMOND, VICTORIA $235,532 FERRUCCI, JOSEPH, MD $ 1,385 HYLKA, SHARON $217,849 KEATING, TODD $389,532 MOORE, KAREN $142,257 SZYMANSKI, CANDRA D. $ 88,494 INCLUDED IN SCH. J COL. C: ANDERSON, MILTON $293,123 BRENCKLE, GEORGE, PH.D. $225,567 DIAMOND, VICTORIA $ 12,296 GEORGE, PATRICIA $339,530 HYLKA, SHARON $190,143 THOMPSON, DIANE $313,225 THE DEFERRED SEVERANCE REPORTED ON SCH. J COL. C IS THE MAXIMUM POTENTIAL OBLIGATION FOR UMMHC AND AFFILIATES. THESE SEVERANCE COSTS ARE OFFSET IN PART BY THE RECIPIENTS GAINING EMPLOYMENT. THEREFORE, THEIR OVERALL SEVERANCE BENEFIT COULD BE SUBSTANTIALLY LOWER. PART I, LINE 4B: NAME OF PARTICIPANTS IN OR RECEIVING PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN EXECUTIVES BOLLAND ESHGHI, KATHARINE $24,719 BROWN, DOUGLAS S. $44,821 CORBETT, WILLIAM, MD $30,800 DALY, SHEILA $0 DICKSON, ERIC, M.D. $38,913 EKSTROM, DEBORAH $15,608 FAIRCHILD, DAVID, M.D. $35,436 FINBERG, ROBERT W., MD $0 GREENWOOD, JOHN $16,119 IITSUKA, CARLOS $0 KEATING, TODD A. $76,900 LAPRIORE, CHERYL M. $30,636 MELGAR, SERGIO $0 MULDOON, PATRICK L. $31,239 PHILBIN, CHRIS $0 ROACH, STEVEN $0 ROSSI, CATHERINE $0 SHAKMAN, ALICE $24,782 STREETER, MICHELE M. $26,031 SWENSON, DANA $0 TOSI, STEPHEN E., M.D. $257,069 WEYMOUTH, DEBORAH $0 SUBTOTAL EXECUTIVES $653,071 KEY EMPLOYEES ANDERSON, MILTON $12,086 BRENCKLE, GEORGE, PH.D. $55,236 CYR, JAMES P. $17,956 DAY, THERESE $27,201 DIAMOND, VICTORIA $43,540 FELDMANN, ROBERT $0 FISHER, BARBARA $63,026 GEORGE, PATRICIA $0 HUDLIN, MARGARET, M.D. $9,339 HYLKA, SHARON $66,871 RANDOLPH, JOHN $0 TARNOWSKI, TIMOTHY $0 THOMPSON, DIANE $0 SUBTOTAL KEY EMPLOYEES $295,257 FORMER O/D OR KEY EMPLOYEES BLUTE, MICHAEL, MD $122,006 CHANDLER, WILLIS $ 30,786 DALEY, JENNIFER, MD $ 50,320 ETTINGER, WALTER H., MD $ 77,458 MOORE, KAREN $ 14,718 SUBTOTAL FORMER $295,287 TOTAL - ALL $1,243,615 PART II - DISCLOSURES: 1) THE ABOVE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR. PART II - UNRELATED ORGANIZATION: THE OFFICERS, DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART II THAT RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION WERE PAID FOR THEIR SERVICES RELATED TO MEDICAL RESEARCH, EDUCATION OF MEDICAL STUDENTS AND RESIDENT TRAINING. AMOUNTS INCLUDE THEIR BASE COMPENSATION AND DEFERRED COMPENSATION FOR CALENDAR YEAR 2014. THE NAME OF THE UNRELATED ORGANIZATION IS UMASS MEDICAL SCHOOL. PART III - UNRELATED ORGANIZATION COMPENSATION OFFICERS, DIRECTORS, TRUSTEES ALFRED, HOWARD, MD $ 24,667 BAGLEY, PETER, MD $134,387 BROWN, ALAN P., MD $ 64,030 CARLUCCI, DANIEL, MD $ 92,600 COCCHIARELLA, ANDREW, MD $129,095 FINBERG, ROBERT W., MD $305,351 HARLAN, DAVID, MD $166,150 KENNEDY, KATHRYN, MD $ 38,782 LASSER, DANIEL H., MD $260,363 MESSINA, LOUIS, MD $129,000 METZMAKER, JEFFREY N., MD $144,351 NOMPLEGGI, DOMINIC, MD $170,252 ROSEN, MAX P., MD $254,953 ZIEDONIS, DOUGLAS, MD $254,377 SUBTOTAL OFF., DIR., TRUSTEES $2,168,358 FORMER FERRUCCI, JOSEPH, MD $ 39,877 SUBTOTAL FORMER $ 39,877 TOP 5 HIGHEST PAID LITWIN, DEMETRIUS, MD $276,118 BOZORGZADEH, ADEL, MD $139,000 AROUS, ELIAS J., MD $160,068 AYERS, DAVID C., MD $192,088 BUSCONI, BRIAN, MD $136,500 SUBTOTAL TOP 5 HIGHEST PAID $903,774 TOTAL COMP. FROM UNREL. ORG. $3,112,009	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MHEFA-UMASS MEMORIAL SERIES D
A	042456011	57586CLQ6	2005-08-18	$107,450,000	SEE PART VI	0	0	0
MHEFA-UMASS MEMORIAL VARIABLE RATE SERIES E
B	042456011	57586EHZ7	2009-05-22	$30,000,000	SEE PART VI	0	0	0
MHEFA-UMASS MEMORIAL VARIABLE RATE SERIES F
C	042456011	57586EJA0	2009-05-22	$30,000,000	SEE PART VI	0	0	0
MDFA-MARLBOROUGH HOSPITAL VARIABLE RATE SERIES A
D	043431814		2009-11-24	$9,420,000	SEE PART VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt
A	$110,521,543	$10,709,415	$5,411,300	$1,384,731	$3,427,397	$95,000,000	2006	0	Yes (1)	Yes (1)
B	$30,062,453		$170,731	$205,455		$29,856,998	2012	0	Yes (1)	Yes (1)	$30,000,000
C	$30,062,772		$238,917	$118,700		$29,944,072	2012	0	Yes (1)	Yes (1)	$30,000,000
D	$9,420,000		$191,609	$93,458		$9,326,542	2009	Yes (1)	Yes (1)	Yes (1)	$1,203,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	0.00580	0.00580	Yes (1)
B	0				Yes (1)
C	0				Yes (1)
D	0				Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I - BOND ISSUES (A) ISSUER NAME:	MHEFA - UMASS MEMORIAL, SERIES D MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES E MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES F MDFA - MARLBOROUGH HOSPITAL VARIABLE RATE, SERIES A MHEFA - UMASS MEMORIAL MASTER LEASE MHEFA - UMASS MEMORIAL MASTER LEASE MHEFA - UMASS MEMORIAL MASTER LEASE MHEFA - UMASS MEMORIAL MASTER LEASE MHEFA - UMASS MEMORIAL, SERIES G MDFA - UMASS MEMORIAL MASTER LEASE MDFA - UMASS MEMORIAL, SERIES H MDFA - UMASS MEMORIAL, MASTER LEASE MDFA - UMASS MEMORIAL, MASTER LEASE MDFA - UMASS MEMORIAL VARIABLE RATE, SERIES E MDFA - UMASS MEMORIAL VARIABLE RATE, SERIES F
PART I - BOND ISSUE	MHEFA-UMASS MEMORIAL, SERIES D PART I COLUMN (C ) CUSIP #: 57586CLP8 - 57586CLQ6 PART I COLUMN (F) DESCRIPTION OF PURPOSE: COMPLETION OF THE EXPANSION OF THE EMERGENCY DEPT AND ROUTINE CAPITAL EQUIPMENT AND/OR RENOVATION PROJECTS
PART I - BOND ISSUE	MHEFA-UMASS MEMORIAL VARIABLE RATE, SERIES E PART I COLUMN (C ) CUSIP #: 57586EHZ7 PART I COLUMN (F) DESCRIPTION OF PURPOSE: RENOVATION, EQUIPPING AND CONSTRUCTION FOR CLINICAL, SUPPORT SERVICE AND INFRASTRUCTURE PROJECTS
PART I - BOND ISSUE	MDFA-UMASS MEMORIAL VARIABLE RATE, SERIES E PART I COLUMN (F) DESCRIPTION OF PURPOSE: PROCEEDS OF THE BONDS USED TO REISSUE THE OUTSTANDING SERIES E BONDS
PART I - BOND ISSUE	MHEFA-UMASS MEMORIAL VARIABLE RATE, SERIES F PART I COLUMN (C ) CUSIP #: 57586EJA0 PART I COLUMN (F) DESCRIPTION OF PURPOSE: RENOVATION, EQUIPPING AND CONSTRUCTION FOR CLINICAL, SUPPORT SERVICE AND INFRASTRUCTURE PROJECTS
PART I - BOND ISSUE	MDFA-UMASS MEMORIAL VARIABLE RATE, SERIES F PART I COLUMN (F) DESCRIPTION OF PURPOSE: PROCEEDS OF THE BONDS USED TO REISSUE THE OUTSTANDING SERIES F BONDS
PART I - BOND ISSUE	MDFA-MARLBOROUGH HOSPITAL VARIABLE RATE, SERIES A PART I COLUMN (F) DESCRIPTION OF PURPOSE: PAY OFF HEFA POOL O LOAN, ER RENOVATIONS, EICU EQUIPMENT, CT SCAN LEASE, MAMMOGRAPHY UNIT
PART I - BOND ISSUE	MHEFA-UMASS MEMORIAL, SERIES G PART I COLUMN (C ) CUSIP #: 57586EUS8 - 57586EUT6 - 57586EUU3 - 57586EUV1 - 57586EUW9 - 57586EUX7 - 57586EUY5 - 57586EUZ2 - 57586EVA6 - 57586EVB4 - 57586EVC2 - 57586EVD0 - 57586EVE8 - 57586EVF5 - 57586EVG3 - 57586EVH1 - 57586EVJ7 PART I COLUMN (F) DESCRIPTION OF PURPOSE: REFUNDING OF CENTRAL NEW ENGLAND HEALTH ALLIANCE SERIES A BOND (1993) AND MEDICAL CENTER OF CENTRAL MASSACHUSETTS, SERIES B (1992)
PART I - BOND ISSUE	MDFA-UMASS MEMORIAL, SERIES H PART I COLUMN (C ) CUSIP #: 57583UGP7 - 57583UGQ5 - 57583UGR3 - 57583UGS1 - 57583UGT9 - 57583UGU6 - 57583UGV4 - 57583UGW2 - 57583UGX0 - 57583UGY8 - 57583UGZ5 - 57583UHA9 - 57583UHB7 - 57583UHC5 PART I COLUMN (F) DESCRIPTION OF PURPOSE: PARTIAL REFUNDING OF MEDICAL CENTER VARIABLE RATE SERIES A BONDS (1998), REFUNDING IN FULL OF CENTRAL NEW ENGLAND HEALTH ALLIANCE SERIES B BONDS (1998) AND UMASS MEMORIAL SERIES C (2001).
PART II - PROCEEDS	MHEFA - UMASS MEMORIAL, SERIES D COLUMN (E) ISSUE PRICE OF $107,450,000; ADD ISSUE PREMIUM OF $604,814, ADD INTEREST EARNED ON PROCEEDS OF $3,427,397, LESS ISSUE DISCOUNT OF ($960,668), EQUALS LINE 3 OF $110,521,543. MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES E COLUMN (E) ISSUE PRICE OF $30,000,000; ADD INTEREST EARNED ON PROCEEDS OF $62,453, EQUALS LINE 3 OF $30,062,453. MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES F COLUMN (E) ISSUE PRICE OF $30,000,000; ADD INTEREST EARNED ON PROCEEDS OF $62,772, EQUALS LINE 3 OF $30,062,772. MHEFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $717,238, EQUALS LINE 3 OF $20,717,238. MHEFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $152,952, EQUALS LINE 3 OF $20,152,952. MHEFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $24,254, EQUALS LINE 3 OF $20,024,254. MHEFA - UMASS MEMORIAL, SERIES G COLUMN (E) ISSUE PRICE OF $60,445,000; ADD ISSUE PREMIUM OF $1,388,656 ADD INTEREST EARNED ON PROCEEDS OF $180, EQUALS LINE 3 OF $61,833,836 MDFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $5,301, EQUALS LINE 3 OF $20,005,301. MDFA - UMASS MEMORIAL, SERIES H COLUMN (E) ISSUE PRICE OF $90,990,000; ADD ISSUE PREMIUM OF $1,303,778, EQUALS LINE 3 OF $92,293,778. MDFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $13,504, EQUALS LINE 3 OF $20,013,504. MDFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $723, EQUALS LINE 3 OF $20,000,723.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MHEFA-UMASS MEMORIAL MASTER LEASE
A	042456011	2005-12-07	$10,000,000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
B	042456011	2006-12-27	$20,000,000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
C	042456011	2008-04-24	$20,000,000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
D	042456011	2009-07-24	$20,000,000	CAPITAL EQUIPMENT	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capitalized InterestCapitalizedInterestAmt
A	$10,000,000	$10,000,000	$10,000,000	2006	Yes (1)	Yes (1)
B	$20,000,000	$20,717,238	$19,973,035	2007	Yes (1)	Yes (1)	$26,965	$717,238
C	$20,000,000	$20,152,952	$19,970,928	2009	Yes (1)	Yes (1)	$29,072	$152,952
D	$20,000,000	$20,024,254	$19,971,500	2010	Yes (1)	Yes (1)	$28,500	$24,254	$46,165

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MHEFA-UMASS MEMORIAL SERIES G
A	042456011	57586EUS8	2010-05-27	$60,445,000	SEE PART VI	0	0	0
MDFA-UMASS MEMORIAL MASTER LEASE
B	043431814		2010-12-09	$20,000,000	CAPITAL EQUIPMENT	0	0	0
MDFA-UMASS MEMORIAL SERIES H
C	043431814	57583UGP7	2011-08-10	$90,990,000	SEE PART VI	0	0	0
MDFA-UMASS MEMORIAL MASTER LEASE
D	043431814		2011-12-28	$20,000,000	CAPITAL EQUIPMENT	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt
A	$22,850,000	$61,833,836	$2,048,188	$60,734,797	$1,099,039	2010	0	Yes (1)	Yes (1)
B	$15,670,619	$20,005,301	$100,675		$33,031	2011	0	Yes (1)	Yes (1)	$5,301	$19,966,969
C	$16,845,000	$92,293,778	$4,117,468	$91,058,463	$1,235,315	2011	Yes (1)	Yes (1)	Yes (1)
D	$12,276,004	$20,013,504	$156,122		$29,000	2013	0	Yes (1)	Yes (1)	$13,504	$19,971,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MDFA-UMASS MEMORIAL MASTER LEASE
A	043431814	2013-08-14	$20,000,000	CAPITAL EQUIPMENT	0	0	0
MDFA-UMASS MEMORIAL VARIABLE RATE SERIES E
B	043431814	2015-04-01	$27,290,000	SEE PART VI	0	0	0
MDFA-UMASS MEMORIAL VARIABLE RATE SERIES F
C	043431814	2015-05-21	$27,290,000	SEE PART VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Capitalized InterestCapitalizedInterestAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Refunding EscrowRefundingEscrowAmt
A	$6,788,688	$20,000,723	$172,391	$36,810	$723	$19,963,190	2013	0	Yes (1)	Yes (1)
B	$765,000	$27,290,000	$181,155				2015	Yes (1)	Yes (1)	Yes (1)	$27,290,000
C	$765,000	$27,290,000	$106,839				2015	Yes (1)	Yes (1)	Yes (1)	$27,290,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
FLOYD CONNELLY
FORMER EXECUTIVE DIRECTOR OF CMMIC, INC.	CSV OF LIFE INSURANCE	Yes (X)	$455,570	$301,054	0	Yes (1)	Yes (1)
THOMAS CUMMINGS
FORMER CEO OF MARLBOROUGH HOSPITAL	CSV OF LIFE INSURANCE	Yes (X)	$377,630	$230,850	0	Yes (1)	Yes (1)
WILLIAM J WILLIAMS
FORMER OFFICER OF HEALTHALLIANCE HOSPITALS, INC.	CSV OF LIFE INSURANCE	Yes (X)	$1,981,627	$4,171,785	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$4,703,689	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (17 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
FERNANDO CATALINA MD
BOD	$346,180	RENTAL OF PROPERTY - INCOME	0
ANTHONY J MERCADANTE
BOD	$448,004	PHYSICIAN SERVICES WERE PROVIDED TO HA HOSPITALS, INC. BY CARDIOLOGY INTERNISTS OF LEOMINSTER, INC., OF WHICH ANTHONY J. MERCADANTE'S BROTHER, NICHOLAS MERCADANTE, IS A PRINCIPAL.	0
EDWARD MANZI
BOD	$212,570	RENTAL OF PROPERTY - EXPENSE	0
ERIC W DICKSON MD
OFFICER/BOD	$493,770	ED SERVICES WERE PROVIDED TO HA HOSPITALS, INC. BY WACHUSETT EMERGENCY PHYSICIANS PC, A COMPANY WHICH CONTRACTS ED SERVICES FROM PRINCETON BIO-MEDICAL, A COMPANY WHICH IS CO-OWNED BY ERIC W. DICKSON, M.D. & HIS SPOUSE CATHERINE JONES, M.D.	0
JOHN H BUDD (OF COUNSEL)
BOD	$1,035,462	LEGAL SERVICES WERE PROVIDED TO UMM HEALTH CARE, INC. AND UMM MEDICAL CENTER, INC. BY MIRICK, O'CONNELL, DEMALLIE, & LOUGEE, LLP. JOHN H. BUDD IS OF COUNSEL TO THIS LAW FIRM BUT PERFORMED NO WORK FOR UMM AND/OR AFFILIATED ENTITIES.	0
KATHLEEN HYLKA
FAMILY MEMBER OF SHARON HYLKA, KEY EMPLOYEE (JANUARY 2014 RETIREMENT)	$102,657	EMPLOYMENT ARRANGEMENT W/ UMM MEDICAL CENTER, INC.	0
JOANNE D'ONFRO
FAMILY MEMBER OF PAUL D'ONFRO, BOD	$51,529	EMPLOYMENT ARRANGEMENT W/ HA HOSPITALS, INC.	0
ELLEN CARLUCCI
FAMILY MEMBER OF DANIEL CARLUCCI, M.D., BOD	$128,426	EMPLOYMENT ARRANGEMENT W/ MARLBOROUGH HOSPITAL	0
KATHRYN C MAY
FAMILY MEMBER OF DEBORAH EKSTROM, OFFICER	$44,084	EMPLOYMENT ARRANGEMENT W/ UMM MEDICAL CENTER, INC.	0
EILEEN HENRICKSON RN
FAMILY MEMBER OF DEBORAH EKSTROM, OFFICER	$127,940	EMPLOYMENT ARRANGEMENT W/ UMM MEDICAL CENTER, INC.	0
KAREN BUCKLEY RN
FAMILY MEMBER OF MARY CARLSON, BOD	$51,302	EMPLOYMENT ARRANGEMENT W/ MARLBOROUGH HOSPITAL	0
ELAINE GRANVILLE RN
FAMILY MEMBER OF CHERYL LAPRIORE, OFFICER/BOD	$93,949	EMPLOYMENT ARRANGEMENT W/ UMM MEDICAL CENTER, INC.	0
JOSHUA P SZYMANSKI
FAMILY MEMBER OF CANDRA SZYMANSKI, INTERIM OFFICER/BOD (UNTIL 12/13)	$29,352	EMPLOYMENT ARRANGEMENT W/ MARLBOROUGH HOSPITAL	0
LALITA MATTA MD
BOD	$31,132	AMOUNTS WERE PAID TO LALITA MATTA, M.D. BY UMM MEDICAL GROUP, INC., ACTING AS MEDIATOR, FOR MEETING CERTAIN TARGETS AND/OR OTHER CRITERION AS ESTABLISHED IN 3RD PARTY PAYER CONTRACTS. DEPENDENT ON THE AGREEMENT AND THE MEASURES MET, PAYMENTS CAN BE IN THE FORM OF ADDITIONAL COMPENSATION AND/OR AS A RETURN OF WITHHELD FUNDS.	0
WILLIAM MCGRAIL ESQUIRE
BOD	$775,527	CLINTON HOSPITAL ASSOCIATION HAS A CERTIFICATE OF DEPOSIT WITH CLINTON SAVINGS BANK, OF WHICH WILLIAM MCGRAIL, ESQUIRE IS A BOARD MEMBER. THE INTEREST RATE WAS ASSESSED AND COMPARED WITH THOSE OF OTHER LOCAL BANKS AND DETERMINED TO BE FAIR MARKET VALUE.	0
ROBERT J PAULHUS JR
BOD	$775,527	CLINTON HOSPITAL ASSOCIATION HAS A CERTIFICATE OF DEPOSIT WITH CLINTON SAVINGS BANK, OF WHICH ROBERT J. PAULHUS, JR. IS THE PRESIDENT AND CEO. THE INTEREST RATE WAS ASSESSED AND COMPARED WITH THOSE OF OTHER LOCAL BANKS AND DETERMINED TO BE FAIR MARKET VALUE.	0
GERARD P RICHER
BOD	$433,501	MARLBOROUGH HOSPITAL HAS A CERTIFICATE OF DEPOSIT WITH ST. MARY'S CREDIT UNION, OF WHICH GERARD P. RICHER IS THE CHAIRPERSON OF THE BOARD OF DIRECTORS. THE INTEREST RATE WAS ASSESSED AND COMPARED WITH THOSE OF OTHER LOCAL BANKS AND DETERMINED TO BE FAIR MARKET VALUE.	0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCH L, PART II, LOANS FROM INTERESTED PERSONS:

NAME OF INTERESTED PERSON, TITLE, ORIGINAL PRINCIPAL AMOUNT, BALANCE DUETHOMAS CUMMINGS, FORMER CEO OF MARLBOROUGH HOSPITAL, $377,630, $230,850WILLIAM J. WILLIAMS, FORMER OFFICER OF HEALTHALLIANCE HOSPITALS, INC., $1,981,627, $4,171,785FLOYD CONNELLY, FORMER DIRECTOR OF CMMIC, INC., $455,570, $301,054TOTAL ORIGINAL PRINCIPAL AMOUNT $2,814,827TOTAL BALANCE DUE $4,703,689AMOUNTS DUE FROM FORMER OFFICERS PERTAIN TO SPLIT DOLLAR LIFE INSURANCE POLICIES OF THE RESPECTED INDIVIDUALS. THESE POLICIES WERE ORIGINATED AT VARIOUS TIMES DURING THE INSURED'S EMPLOYMENT WITH UMASS MEMORIAL HEALTH CARE, INC. THE CORRESPONDING POLICY PREMIUMS WERE FUNDED BY THE EMPLOYER AS AN EMPLOYEE BENEFIT. IN ACCORDANCE WITH IRS NOTICE 2002-8, TREASURY REGULATION 1.61-22 AND TREASURY REGULATION 1.7872-15, THESE PAYMENTS REQUIRE CLASSIFICATION AS LOANS DUE FROM THE INSURED. THESE LOAN BALANCES ARE REFLECTED AT THE LOWER OF THE DISCOUNTED CASH SURRENDER VALUE OR DISCOUNTED CUMULATIVE PREMIUMS PAID.

SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:

SEVERAL OF OUR COMMUNITY HOSPITALS MAINTAIN LOCAL BANK ACCOUNTS IN THEIR RESPECTIVE COMMUNITIES. EACH ALSO HAS TRUSTEES FROM THESE BANKS ON THEIR BOARDS. THESE BANKING RELATIONSHIPS HAVE BEEN ASSESSED, MEET FAIR MARKET VALUE REQUIREMENTS, AND MOST ARE VALUED WELL BELOW THE DISCLOSURE THRESHOLDS. BALANCES PERTAINING TO CERTIFICATES OF DEPOSIT THAT EXCEED THE DISCLOSURE THRESHOLDS HAVE BEEN SEPARATELY REPORTED.

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (5 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc	DistributionDistributionDt	Fair Market Value Of AssetFairMarketValueOfAssetAmt	Method Of FMV DeterminationMethodOfFMVDeterminationTxt	EINEIN	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	IRC SectionIRCSectionTxt
UMASS MEMORIAL HEALTH VENTURES INC
CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC. - CASH	2015-09-30	$506,905	BOOK VALUE	222605679	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL HEALTH VENTURES INC
CENTRAL MASSACHUSETTS MAGNETIC IMAGINING CENTER, INC. - CURRENT ASSETS	2015-09-30	$14,767,673	BOOK VALUE	222605679	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL HEALTH VENTURES INC
CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC. - NOTES RECEIVABLE	2015-09-30	$1,739,565	BOOK VALUE	222605679	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL HEALTH VENTURES INC
CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC. - INVESTMENTS	2015-09-30	$9,999,523	BOOK VALUE	222605679	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL HEALTH VENTURES INC
CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC. - OTHER ASSETS	2015-09-30	$4,125,282	BOOK VALUE	222605679	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)

Field	Value	IRS element (for citing)
Director Of Successor	Yes (1)	DirectorOfSuccessorInd
Employee Of Successor	0	EmployeeOfSuccessorInd
Owner Of Successor	0	OwnerOfSuccessorInd
Receive Compensation	0	ReceiveCompensationInd
Assets Distributed	Yes (1)	AssetsDistributedInd
Required To Notify AG	Yes (1)	RequiredToNotifyAGInd
Attorney General Notified	Yes (1)	AttorneyGeneralNotifiedInd
Liabilities Paid	Yes (1)	LiabilitiesPaidInd
Bonds Outstanding	0	BondsOutstandingInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2E:	FormAndLineReferenceDesc
Explanation	EXPLANATION OF INVOLVEMENT: SEVERAL OF THE DIRECTORS OF CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC. ARE ALREADY OFFICERS AND/OR DIRECTORS OF THE TRANSFEREE ORGANIZATION. BOTH ORGANIZATIONS ARE INCLUDED IN THIS GROUP RETURN - GROUP EXEMPTION #3642SERGIO MELGARFRANCIS W. SMITHTODD A. KEATINGPAUL KANGASJOHN H. BUDDFREDERICK G. CROCKERGERARD P. RICHERERIC W. DICKSON, MDCHERYL LAPRIOREEDWARD J. PARRY, IIICENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC. WAS MERGED INTO ANOTHER ORGANIZATION WITHIN THE UMASS MEMORIAL SYSTEM.SEE ATTACHED MERGER DOCUMENTS	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	DISCLOSURE YEAR, DISCLOSING INDIVIDUAL, TITLE/ROLE, RELATIONSHIP WITH, RELATIONSHIP UMMHC 2014 - BENNETT, RICHARD, BOARD MEMBER, MARLBOROUGH SAVINGS BANK (BUSINESS) VENTURES 2014 - BUDD, JOHN, BOARD MEMBER, PAUL D'ONFRO (BUSINESS) MEMBER ENTITIES HEALTHALLIANCE 2014 - CLEMENTI, JOHN, BOARD MEMBER, 80 ERDMAN WAY LLC (BUSINESS) 2014 - CATALINA, FERNANDO, BOARD MEMBER, BOYS & GIRLS CLUB (BUSINESS) CHL 2014 - EKSTROM, DEBORAH, CEO, CHL, FIDELITY COOPERATIVE BANK (EDWARD MANZI) (BUSINESS), FIDELITY MUTUAL HOLDING COMPANY (BUSINESS) MARLBOROUGH 2014 - BENNETT, RICHARD, BOARD MEMBER, MARLBOROUGH SAVINGS BANK (BUSINESS) 2014 - CARLUCCI, DANIEL, BOARD MEMBER, ELLEN CARLUCCI (FAMILY) CLINTON 2014 - PAULHUS, JR., ROBERT, BOARD MEMBER, PAUL CHERUBINI (BUSINESS) 2014 - CHERUBINI, PAUL, BOARD MEMBER, PAULHUS, JR., ROBERT (BUSINESS) UMM ACO 2014 - NONE UMM MED GROUP 2014 - NONE
FORM 990, PART VI, SECTION A, LINE 6	THERE ARE NO CLASSES OF DIRECTORS. THE VOTING RIGHTS OF EACH MEMBER'S BOARD ARE ABSOLUTE.
FORM 990, PART VI, SECTION A, LINE 7A	THE MAJORITY OF ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (WHICH IS ALSO WITHIN THE CONSOLIDATED GROUP) THAT ELECTS THE BOARD OF TRUSTEES. THERE ARE NO CLASSES OF TRUSTEES. THE MAJORITY OF THE ENTITIES RESERVE TO THE MEMBER THE POWER TO REMOVE TRUSTEES, TO FILL VACANCIES, AND TO INCREASE OR DECREASE THE SIZE OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7B	THE MAJORITY OF THE ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (WHICH IS ALSO WITHIN THE CONSOLIDATED GROUP) WITH THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ENTITY, WHICH IS EXERCISED BY THAT MEMBER'S BOARD OF TRUSTEES. THERE ARE NO CLASSES OF TRUSTEES OR MEMBERS. THUS, THE VOTING RIGHTS OF A MEMBER BOARD ARE ABSOLUTE. GENERALLY, THE SOLE MEMBER OF EACH ENTITY RESERVES THE POWER TO APPROVE MAJOR TRANSACTIONS; TO MERGE, CONSOLIDATE OR LIQUIDATE THE CORPORATION'S ASSETS; TO ADOPT ANNUAL OPERATING AND CAPITAL BUDGETS AND AMENDMENTS; TO ENTER INTO LOAN AGREEMENTS AND/OR GUARANTEES; TO APPOINT AND/OR ELECT THE PRESIDENT AND/OR CEO; TO ELECT AND/OR APPOINT AND REMOVE TRUSTEES, FILL VACANCIES, TO INCREASE OR DECREASE THE SIZE OF THE BOARD; AND TO APPROVE UNBUDGETED EXPENDITURES.
FORM 990, PART VI, SECTION B, LINE 11	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, SECTION B, LINE 12C	PAGE 6 SECTION B. POLICIES LINE 12C: 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 AND, THERE IS ACTIVE MONITORING AND COMMUNICATION TO ENSURE INDIVIDUALS WITH OUTSIDE RELATIONSHIPS DO NOT INAPPROPRIATELY PARTICIPATE IN BUSINESS DECISIONS OF THE ORGANIZATION, PURCHASING OR RESEARCH DECISIONS.
FORM 990, PART VI, SECTION B, LINE 15	PAGE 6 SECTION B. POLICIES LINE 15B: AT UMASS MEMORIAL, ALL COMPENSATION MATTERS FOR THE CEO AND SENIOR EXECUTIVES THROUGHOUT THE SYSTEM (INCLUDING ALL "DISQUALIFIED PERSONS") ARE GOVERNED AND OVERSEEN BY THE BOARD OF TRUSTEES OF THE PARENT. THE BOARD APPROVED A COMPENSATION PHILOSOPHY THAT GOVERNS ALL SUCH DECISIONS. 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. THE BOARD ESTABLISHED A COMPENSATION COMMITTEE, MADE UP OF DISINTERESTED TRUSTEES, WHO ARE GIVEN THE AUTHORITY TO ESTABLISH COMPENSATION FOR ALL SENIOR EXECUTIVES, WITHIN THE PARAMETERS OF THE PHILOSOPHY, AND WITH FULL AND COMPLETE REPORTING TO THE FULL BOARD. THE COMPENSATION COMMITTEE PERFORMS ITS WORK PURSUANT TO ITS CHARTER AND A COMPENSATION POLICY THAT ESTABLISHES THE PROCESS THE COMMITTEE WILL FOLLOW IN REVIEWING AND APPROVING EXECUTIVE COMPENSATION EACH YEAR. THE COMMITTEE ENSURES THAT ITS PROCESS MEETS THE REBUTABLE PRESUMPTION OF REASONABLENESS ESTABLISHED BY THE IRS. IN ORDER TO ASSIST THE COMMITTEE IN ITS RESPONSIBILITIES, THE COMPENSATION COMMITTEE HIRES INDEPENDENT, OUTSIDE COMPENSATION CONSULTANTS TO ADVISE THE COMMITTEE AND THE BOARD ON THE REASONABLENESS OF OVERALL EXECUTIVE COMPENSATION PROGRAM, INCLUDING COMPENSATION OF THE SPECIFIC EXECUTIVES. THESE CONSULTANTS REPORT DIRECTLY TO THE COMMITTEE AND NOT TO MANAGEMENT. 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.
FORM 990, PART VI, SECTION C, LINE 19	PAGE 6: LINE 19 UMASS MEMORIAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY APPLICABLE STATE AND FEDERAL LAWS, AND BY REQUEST ON A CASE-BY-CASE BASIS.
FORM 990, PART VIII, LINE 11 - MISC. REVENUE, COLUMN C - UNREL. BUS. REVENU	JOINT VENTURE UNRELATED BUSINESS INCOME (LOSS) FROM K-1'S TAX YEAR EIN NAME 2014 04-2708828 BIO-LAB, INC. 2013 46-4276493 SHIELDS SPECIALTY PHARMACY OF SPRINGFIELD, LLC 2014 46-4276493 SHIELDS SPECIALTY PHARMACY OF SPRINGFIELD, LLC 2014 47-1510851 SHIELDS PHARMACY OF NEWARK, LLC
FORM 990, PART IX, LINE 11G	OTHER FEES: PROGRAM SERVICE EXPENSES 211,958,691. MANAGEMENT AND GENERAL EXPENSES 72,877,307. FUNDRAISING EXPENSES 32,881. TOTAL EXPENSES 284,868,879.
FORM 990, PART IX, LINE 11G - DETAIL	LINE 25 - TOTAL FUNCTIONAL EXPENSES - COLUMN (A) $2,483,941,839 LINE 11G - OTHER FEES - COLUMN (A) $ 284,868,879 PERCENTAGE OF EXPENSES ON LINE 11G TO TOTAL EXPENSES 11% DETAIL OF OTHER FEES ON LINE 11G AFFILIATE PURCHASED SERVICES $ 98,528,699 MEDICAL SCHOOL INTERNS AND RESIDENTS SERVICES $ 39,526,447 OUTSIDE LAB SERVICES $ 12,873,728 CLINICAL ENGINEERING SERVICES $ 11,686,014 PURCHASED TEMPORARY HELP $ 9,038,274 ICD-10 CHARGES $ 4,212,717 TRANSCRIPTION SERVICES $ 3,964,440 PROFESSIONAL MEDICAL SERVICES $ 3,287,213 DISCOUNT PURCHASING SERVICES $ 2,006,491 PRIVACY ADVISORY SERVICES $ 1,256,055 RECRUITMENT FEES $ 831,317 MEDICAL SCHOOL PARTICIPATION PAYMENT $ 631,844 COLLECTION AGENCY SERVICES $ 478,039 SHIELDS CARE PURCHASED SERVICES $ 245,462 LINEN SERVICES $ 70,913 ANSWERING SERVICES $ 20,917 OTHER $ 96,210,309 TOTAL $ 284,868,879
FORM 990, PART XI, LINE 9:	NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATIONS 1,757,904. PENSION RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST -57,317,934. CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS -1,846,398. MISCELLANEOUS 184. NET ASSETS RELEASED FROM RESTRICTION FOR PPE 594,093. TEMPORARY RESTRICTED FUND EXPENDITURES -2,352,948. ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 84,976. PLEDGE RECEIVABLES, WRITE-OFFS AND ADJUSTMENTS -224,049. TRANSFERS TO FR FUNDS -75,438. BOOK TO TAX DIFFERENCE FROM S-CORP K-1 4,119,722.
PAGE 1, LINE H(B) LIST OF AFFILIATED ORGANIZATIONS	THE CLINTON HOSPITAL ASSOCIATION; 201 HIGHLAND STREET, CLINTON, MA 01510 EIN: 04-1185520 FISCAL YEAR END: 9/30/2015 MARLBOROUGH HOSPITAL; 157 UNION STREET, MARLBOROUGH, MA 01752 EIN: 04-2104693 FISCAL YEAR END: 9/30/2015 UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3374724 FISCAL YEAR END: 9/30/2015 UMASS MEMORIAL COMMUNITY HOSPITALS, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3296271 FISCAL YEAR END: 9/30/2015 UMASS MEMORIAL HEALTH VENTURES, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 22-2605679 FISCAL YEAR END: 9/30/2015 UMASS MEMORIAL MEDICAL CENTER, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3358564 FISCAL YEAR END: 9/30/2015 UMASS MEMORIAL MEDICAL GROUP, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-2911067 FISCAL YEAR END: 9/30/2015 UMASS MEMORIAL REALTY, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-2805630 FISCAL YEAR END: 9/30/2015 UMASS MEMORIAL HEALTH CARE, INC. (PARENT); 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3358566 FISCAL YEAR END: 9/30/2015 COMMUNITY HEALTHLINK, INC.; 72 JAQUES AVENUE, WORCESTER, MA 01610 EIN: 04-2626179 FISCAL YEAR END: 9/30/2015 CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC.; 367 PLANTATION STREET, WORCESTER, MA 01605 EIN: 04-2981362 FISCAL YEAR END: 9/30/2015 CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-3172496 FISCAL YEAR END: 9/30/2015 COORDINATED PRIMARY CARE, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-3210002 FISCAL YEAR END: 9/30/2015 HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.; 25 TUCKER ROAD, LEOMINSTER, MA 01453 EIN: 04-2932308 FISCAL YEAR END: 9/30/2015 HEALTHALLIANCE HOSPITALS, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-2103555 FISCAL YEAR END: 9/30/2015 UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 46-2871359 FISCAL YEAR END: 9/30/2015

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
UMASS MEMORIAL FOUNDATION INC
333 SOUTH STREET	SHREWSBURY	MA	01545	043108190	FUNDRAISING SUPPORT	MA	501(C)(3)	11C	N/A	0
HEALTH ALLIANCE REALTY CORPORATION
60 HOSPITAL ROAD	LEOMINSTER	MA	01473	042560754	REAL ESTATE MANAGEMENT	MA	501(C)(2)	N/A	N/A	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
UMASS MEMORIAL INVESTMENT PARTNERSHIP LLP
ONE BIOTECH PARK 355 PLANTATION ST	WORCESTER	MA	01605	043530755	INVESTMENT MANAGEMENT	MA	N/A	EXCLUDED 514	$23,004,489	$453,170,744	0	$2,186	Yes (1)	1.00000
UMASS MEMORIAL MRI OF MARLBOROUGH LLC
157 UNION STREET	MARLBOROUGH	MA	01752	202293995	MAGNETIC RESONANCE IMAGING	MA		RELATED	$565,497	$412,728	0		0	0.56000	MARLBOROUGH HOSPITAL
UMASS MEMORIAL HEALTH ALLIANCE MRI CENTER LLC
60 HOSPITAL ROAD	LEOMINSTER	MA	01453	043561571	MAGNETIC RESONANCE IMAGING	MA	N/A	RELATED	$993,573	$1,289,638	0		0	0.60000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
COMMONWEALTH PROFESSIONAL ASSURANCE CO LTD
PO BOX 1051 GT	GRAND CAYMAN	CJ	980226143	INSURANCE	CJ	N/A	C	-$14,339,873	$167,731,722	1.00000	0
MEMORIAL OFFICE CONDOMINIUM TRUST
			046616900	CONDOMINIUM ASSOCIATION			T		$271,634	0.53690	0	306 BELMONT STREET	WORCESTER	MA	01604	MA	UMASS MEMORIAL MEDICAL CENTER INC
BIO-LAB INC
			042708828	CLINICAL LABORATORY			S	-$45,915	$2,212,007	1.00000	0	215 WEST STREET	MILFORD	MA	01757	MA	UMASS MEMORIAL HEALTH VENTURES INC
116 BELMONT ST INC CO APPLETON CORP
			042717865	CONDOMINIUM ASSOCIATION			C	$215	$144,305	0.63040	0	57 SUFFOLK STREET	HOLYOKE	MA	01040	MA	UMASS MEMORIAL REALTY INC

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (21 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
L	$25,903,450	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
B	$328,847	FAIR VALUE
UMASS MEMORIAL REALTY INC
P	$256,898	FAIR VALUE
MARLBOROUGH HOSPITAL
P	$4,131,200	FAIR VALUE
THE CLINTON HOSPITAL ASSOCIATION
P	$2,743,141	FAIR VALUE
CENTRAL NEW ENGLAND HEALTH ALLIANCE INC
P	$4,016,667	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
P	$135,617,159	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
P	$34,291,782	FAIR VALUE
COMMUNITY HEALTHLINK INC
P	$485,800	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
B	$705,787	FAIR VALUE
UMASS MEMORIAL REALTY INC
J	$3,152,642	FAIR VALUE
THE CLINTON HOSPITAL ASSOCIATION
B	$312,500	FAIR VALUE
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
P	$33,585,804	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
S	$483,561	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
Q	$27,935	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
L	$5,383,644	FAIR VALUE
CENTRAL NEW ENGLAND HEALTH ALLIANCE INC
Q	$8,026	FAIR VALUE
UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION INC
L	$353,923	FAIR VALUE
MARLBOROUGH HOSPITAL
B	$9,312	FAIR VALUE
CENTRAL NEW ENGLAND HEALTH ALLIANCE INC
B	$112,589	FAIR VALUE
COMMUNITY HEALTHLINK INC
R	$5,895	FAIR VALUE