UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
Tax period: 2013-10-01 to 2014-09-30
Filed: 2015-08-07
IRS object ID: 201542199349300729
Schema version: 2013v4.0
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 M
Schedule N
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-08-07T11:41:00-05:00	ReturnTs
Tax Period End	2014-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042684828	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FEELEY & DRISCOLL PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 PORTLAND STREET	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02114	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-10-01	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	BusinessNameLine1

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	AddressLine1
City	WORCESTER	City
State	MA	State
ZIP Code	01604	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SERGIO MELGAR	PersonNm
Person Title	EVP/CFO/TREASURER	PersonTitleTxt
Phone	5083340496	PhoneNum
Signature	2015-07-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALAN GAROFALO	PreparerPersonNm
PTIN	P00744592	PTIN
Phone	6177427788	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-04-25 22:37:26Z	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	AddressLine1
City	WORCESTER	City
State	MA	State
ZIP Code	01604	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$2,928,945,702	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	185	VotingMembersGoverningBodyCnt
Voting Members Independent	106	VotingMembersIndependentCnt
Total Employee	15338	TotalEmployeeCnt
Total Volunteers	1239	TotalVolunteersCnt
Total Gross UBI	$2,794,065	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$9,831,011	PYContributionsGrantsAmt
CY Contributions Grants	$11,687,383	CYContributionsGrantsAmt
PY Program Service Revenue	$2,475,711,754	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,539,202,708	CYProgramServiceRevenueAmt
PY Investment Income	$112,241,056	PYInvestmentIncomeAmt
CY Investment Income	$47,398,719	CYInvestmentIncomeAmt
PY Other Revenue	$15,990,297	PYOtherRevenueAmt
CY Other Revenue	$11,933,184	CYOtherRevenueAmt
PY Total Revenue	$2,613,774,118	PYTotalRevenueAmt
CY Total Revenue	$2,610,221,994	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,477,289	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,940,267	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,241,420,589	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,292,502,919	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$301,241	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,048,233	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,317,174,393	PYOtherExpensesAmt
CY Other Expenses	$1,246,056,328	CYOtherExpensesAmt
PY Total Expenses	$2,562,072,271	PYTotalExpensesAmt
CY Total Expenses	$2,543,800,755	CYTotalExpensesAmt
PY Revenues Less Expenses	$51,701,847	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$66,421,239	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,152,708,574	TotalAssetsBOYAmt
Total Assets EOY	$2,142,414,587	TotalAssetsEOYAmt
Total Liabilities BOY	$1,262,465,868	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,235,963,484	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$890,242,706	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$906,451,103	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	$1,215,823,895	ExpenseAmt
Grant	$2,864,353	GrantAmt
Revenue	$1,507,452,920	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 2014 KEY STATISTICS - TOTAL DISCHARGES: 36,690 TOTAL SURGICAL CASES: 29,547 TOTAL ER VISITS: 132,110	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$435,501,621	ExpenseAmt
Revenue	$469,854,734	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 Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$71,553,900	ExpenseAmt
Grant	$2,000,000	GrantAmt
Revenue	$303,694,576	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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$211,682,623	ExpenseAmt
Grant	$75,914	GrantAmt
Revenue	$261,293,734	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 2014 KEY STATISTICS -TOTAL DISCHARGES: 10,949TOTAL SURGICAL CASES: 8,202TOTAL ER VISITS: 99,513	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$211,682,623	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$75,914	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$261,293,734	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$1,934,562,039	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	Yes (1)	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	1979	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	15338	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	185	GoverningBodyVotingMembersCnt
Independent Voting Member	106	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	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	5083340496	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 BELMONT STREET	AddressLine1
City	WORCESTER	City
State	MA	State
ZIP Code	01604	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (154 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)	$261,974	$0	$25,525
ANDRIENI JULIA MD
DIRECTOR UNTIL 4/2013, UMM MED GROUP, INC.	31.00	Yes (X)	$201,374	$0	$12,351
BAGLEY PETER MD
DIRECTOR, UMM ACO, INC.	27.00	Yes (X)	$386,166	$0	$53,821
BROWN ALAN P MD
DIRECTOR, UMBHS, INC.	31.00	Yes (X)	$190,588	$0	$34,203
CARLUCCI DANIEL MD
DIRECTOR, MARLBOROUGH HOSPITAL	32.00	Yes (X)	$337,376	$0	$41,314
CAVAGNARO CHARLES EIII MD
DIRECTOR UNTIL 9/14, UMM HOSPITALS, INC.	40.00	Yes (X)	$0	$458,662	$633,333
COFONE MICHAEL J
TREASURER/DIRECTOR, COORDINATED PRIMARY CARE, INC.	40.00	Yes (X)	$354,671	$0	$33,495	Yes (X)
CORBETT WILLIAM MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.00	Yes (X)	$375,248	$0	$84,107
DALY SHEILA
PRESIDENT, CLINTON HOSPITAL ASSOC., DIRECTOR HOSP	40.00	Yes (X)	$226,348	$0	$36,854	Yes (X)
DICKSON ERIC W MD
PRESIDENT & CEO/DIRECTOR, UMM HEALTH CARE, INC.	40.00	Yes (X)	$761,102	$0	$156,798	Yes (X)
DUNCAN DAVID
DIRECTOR, COORDINATED PRIMARY CARE, INC.	40.00	Yes (X)	$202,611	$0	$28,994
EISENSTOCK JORDAN MD
DIRECTOR, UMM ACO, INC.	40.00	Yes (X)	$189,631	$0	$32,991
FAIRCHILD DAVID MD
PRESIDENT/DIRECTOR, UMM ACO, INC.	40.00	Yes (X)	$440,772	$0	$148,280	Yes (X)
FERGUSON R KEVIN MD
DIRECTOR, UMM MED GROUP, INC.	40.00	Yes (X)	$249,493	$0	$36,941
FERRUCCI JOSEPH MD
DIRECTOR UNTIL 3/31/13, CMMIC, INC.	32.00	Yes (X)	$376,901	$0	$40,553
FINBERG ROBERT W MD
DIRECTOR, UMM HEALTH CARE, INC.	20.00	Yes (X)	$283,734	$0	$110,497
GOTTLIEB PHILIP D MD
DIRECTOR UNTIL 12/13, CLINTON HOSPITAL ASSOC.	40.00	Yes (X)	$370,339	$0	$37,461
HARLAN DAVID MD
DIRECTOR, UMM ACO, INC.	20.00	Yes (X)	$182,645	$0	$34,452
KEATING TODD A
TREASURER UNTIL 2/14, UMM HEALTH CARE, INC.	40.00	Yes (X)	$576,413	$0	$897,748	Yes (X)
KENNEDY KATHRYN MD
DIRECTOR, UMM MED GROUP, INC.	36.00	Yes (X)	$309,006	$0	$41,233
LAPIDAS GARY
PRESIDENT UNTIL 1/18/13, UMM HEALTH VENTURES, INC	40.00	Yes (X)	$100,293	$0	$17,491	Yes (X)
LAPRIORE CHERYL M
PRESIDENT/DIRECTOR, UMM HEALTH VENTURES, INC.	40.00	Yes (X)	$280,923	$0	$83,656	Yes (X)
LASSER DANIEL H MD
DIRECTOR, UMM MED GROUP, INC.	20.00	Yes (X)	$247,205	$0	$26,787
MATTA LALITA MD
DIRECTOR, UMM ACO, INC.	24.00	Yes (X)	$28,919	$0	$6,073
MESSINA LOUIS MD
DIRECTOR UNTIL 3/14, UMM MED GROUP, INC.	33.00	Yes (X)	$626,730	$0	$61,111
METZMAKER JEFFREY N MD
DIRECTOR, UMM MED GROUP, INC.	29.00	Yes (X)	$435,631	$0	$38,497
MOORE KAREN
PRESIDENT/DIRECTOR UNTIL 3/25/13, MARLBOROUGH HOSP	40.00	Yes (X)	$357,628	$0	$82,477	Yes (X)
MULDOON PATRICK
PRESIDENT, UMM MED CTR, INC.,	40.00	Yes (X)	$544,998	$0	$152,278	Yes (X)
NOMPLEGGI DOMINIC MD
DIRECTOR, UMM MED GROUP, INC.	29.00	Yes (X)	$369,208	$0	$41,228
O'BRIEN JOHN G
PRESIDENT & CEO UNTIL 2/25/13, UMM HEALTH CARE, IN	40.00	Yes (X)	$3,477,294	$0	$36,227	Yes (X)
OKIKE O NSIDINANYA MD
DIRECTOR, UMM HEALTH CARE, INC.	40.00	Yes (X)	$511,675	$0	$40,771
O'LEARY DANIEL MD
DIRECTOR, COORDINATED PRIMARY CARE, INC.	25.00	Yes (X)	$171,244	$0	$4,675
ROACH STEVEN
PRESIDENT/DIRECTOR, MARLBOROUGH HOSPITAL	40.00	Yes (X)	$50,929	$0	$6,807	Yes (X)
ROSEN MAX P MD
DIRECTOR, CMMIC, INC.	24.00	Yes (X)	$402,765	$0	$16,961
SWENSON DANA E
PRESIDENT/DIRECTOR, UMM REALTY, INC.	40.00	Yes (X)	$265,644	$0	$128,932	Yes (X)
SZYMANSKI CANDRA D
INTERIM PRESIDENT UNTIL 12/13, MARLBOROUGH HOSPITA	40.00	Yes (X)	$230,795	$0	$157,161	Yes (X)
TOSI STEPHEN E MD
PRESIDENT, UMM MED GROUP, INC., DIRECTOR VARIOUS	40.00	Yes (X)	$808,548	$0	$284,139	Yes (X)
YOUNG LYNDA M MD
DIRECTOR, UMM HEALTH CARE, INC.	1.00	Yes (X)	$29,040	$0	$107
ZIEDONIS DOUGLAS MD
PRESIDENT/DIRECTOR, UMBHS, INC.	20.00	Yes (X)	$210,680	$0	$39,251	Yes (X)
ALLEN GAIL
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
ARNOW JONATHAN MD
DIRECTOR, 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, 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
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	Yes (X)	$0	$0	$0
CARLSON MARY
DIRECTOR, 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
CONNORS MARTIN JR
DIRECTOR UNTIL 4/14, HEALTHALLIANCE HOSPITALS, INC	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
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, HEALTH ALLIANCE HOME HEALTH AND HOSPI	1.00	Yes (X)	$0	$0	$0
DIGERONIMO ARTHUR P JR
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
DITULLIO DANIEL
DIRECTOR UNTIL 9/30/14, CLINTON HOSPITAL FOUNDATIO	1.00	Yes (X)	$0	$0	$0
DOBECK PAM
DIRECTOR UNTIL 9/30/14, CLINTON HOSPITAL FOUNDATIO	1.00	Yes (X)	$0	$0	$0
D'ONFRO PAUL
CHAIRPERSON, HEALTHALLIANCE HOSPITALS, INC.	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
GIBLIN DAVID R
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
GRAY JENNIFER
DIRECTOR, 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
TREASURER/DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	Yes (X)	$0	$0	$0	Yes (X)
HEWITT FRANK
DIRECTOR UNTIL 9/30/14, CLINTON HOSPITAL FOUNDATIO	1.00	Yes (X)	$0	$0	$0
HOLLISTER MATT
FIRST VICE PRESIDENT UNTIL 9/30/14, CLINTON HOSPIT	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, UMASS MEMORIAL MEDICAL GROUP, INC.	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
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
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
MELGAR SERGIO
TREASURER, UMASS MEMORIAL HEALTH CARE, INC.	40.00	Yes (X)	$0	$0	$0	Yes (X)
MENDOZA STEVEN
DIRECTOR, 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
MORRILLY DARLENE
DIRECTOR UNTIL 1/14, HEALTH ALLIANCE HOME HEALTH A	1.00	Yes (X)	$0	$0	$0
MURPHY MICHAEL D
VICE CHAIRPERSON, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
NOONAN EDWARD J
DIRECTOR UNTIL 9/14, UMASS MEMORIAL HOSPITALS, INC	1.00	Yes (X)	$0	$0	$0
PAEN GENARO
DIRECTOR UNTIL 9/30/14, CLINTON HOSPITAL FOUNDATIO	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	Yes (X)
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, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
PURCELL PHILIP E
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
RICHER GERALD 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
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
STARR STANLEY B JR
DIRECTOR UNTIL 9/30/14, CLINTON HOSPITAL FOUNDATIO	1.00	Yes (X)	$0	$0	$0
STECYK MARKIAN MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
TAYLOR HARVEY MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	Yes (X)	$0	$0	$0
WEISBERG OREN MD
DIRECTOR, HEALTHALLIANCE HOSPITALS, INC.	1.00	Yes (X)	$0	$0	$0
WEYMOUTH DEBORAH
PRESIDENT, HEALTHALLIANCE HOSPITALS, INC.	40.00	Yes (X)	$0	$0	$0	Yes (X)
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
BRONHARD JOHN
INTERIM TREASURER, CNEHA, INC.	40.00		$160,923	$0	$9,533	Yes (X)
BROWN DOUGLAS S
SECRETARY, UMM HEALTH CARE, INC., DIRECTOR VARIOUS	40.00		$522,283	$0	$118,620	Yes (X)
CROTEAU MAUREEN
SECRETARY, CLINTON HOSPITAL ASSOC.	40.00		$54,530	$0	$23,177	Yes (X)
D'AMBRA ANN-MARIA
SECRETARY, MARLBOROUGH HOSPITAL	40.00		$49,703	$0	$23,453	Yes (X)
EKSTROM DEBORAH
PRESIDENT, COMMUNITY HEALTHLINK, INC.	40.00		$230,448	$0	$77,223	Yes (X)
FELDMANN ROBERT
TREASURER UNTIL 7/7/14, CRIR, INC.	40.00		$277,239	$0	$77,055	Yes (X)
GREENWOOD JOHN
TREASURER, UMM ACO, INC.	40.00		$249,919	$0	$57,516	Yes (X)
MCCUE STEVEN
TREASURER, MARLBOROUGH HOSPITAL	40.00		$183,669	$0	$33,143	Yes (X)
MORABITO NANCY E
SECRETARY UNTIL 3/28/13, CLINTON HOSPITAL ASSOC.	32.00		$46,509	$0	$3,847	Yes (X)
MORIN LYNN A
SECRETARY, CNEHA, INC.	40.00		$89,693	$0	$7,133	Yes (X)
O'BRIEN WILLIAM
SECRETARY, UMBHS, INC.	40.00		$118,133	$0	$40,517	Yes (X)
OLSON JEFFREY
TREASURER, CLINTON HOSPITAL ASSOC.	40.00		$154,309	$0	$27,708	Yes (X)
SHAKMAN ALICE
PRESIDENT, CMMIC, INC.	40.00		$292,804	$0	$54,868	Yes (X)
SMITH FRANCIS W
CLERK, UMM HEALTH VENTURES, INC.	40.00		$216,182	$0	$35,237	Yes (X)
STREETER MICHELE
TREASURER, UMM MED GROUP, INC.	40.00		$458,350	$0	$75,248	Yes (X)
ANDERSON MILTON
SR. VP, CHIEF HR OFFICER UNTIL 9/14	40.00		$543,659	$0	$869,300		Yes (X)
BOLLAND ESHGHI KATHARINE
VP, DEPUTY GENERAL COUNSEL	40.00		$336,169	$0	$103,002		Yes (X)
BRENCKLE GEORGE PHD
SR. VP, CHIEF INFORMATION OFFICER UNTIL 4/14	40.00		$364,827	$0	$684,908		Yes (X)
CYR JAMES P
SR VP, HEART AND VASCULAR DISEASES	40.00		$268,556	$0	$80,115		Yes (X)
DALEY JENNIFER MD
EXECUTIVE VP, CHIEF OPERATING OFFICER, UNTIL 3/18/	40.00		$689,045	$0	$176,018		Yes (X)
DAY THERESE
VP, FINANCE / CFO OF MED CENTER	40.00		$323,865	$0	$79,888		Yes (X)
DIAMOND VICTORIA
SR. VP, OPERATIONS, UNTIL 1/14	40.00		$310,410	$0	$507,670		Yes (X)
FISHER BARBARA
SR VP, OPERATIONS	40.00		$270,015	$0	$104,607		Yes (X)
HUDLIN MARGARET MD
CHIEF MED OFFICER/VP PERIOPERATIVE SVCS	40.00		$320,214	$0	$52,711		Yes (X)
HYLKA SHARON
SR. VP, HOSPITAL ADMIN UNTIL 1/14	40.00		$368,190	$0	$598,084		Yes (X)
KLUGMAN ROBERT A MD
CHIEF QUALITY OFFICER, UNTIL 9/30/13	40.00		$358,783	$0	$62,384		Yes (X)
PHILLIPS ROBERT A MD
MED DIR, HEART & VASCULAR COE, UNTIL 6/7/13	40.00		$366,763	$0	$125,872		Yes (X)
RANDOLPH JOHN
CHIEF COMPLIANCE OFFICER	40.00		$218,534	$0	$59,546		Yes (X)
THOMPSON DIANE
SR. VP, CHIEF NURSING OFFICER	40.00		$222,088	$0	$107		Yes (X)
IITSUKA CARLOS
SR. VP, STRATEGY & BUSINESS DEVELOPMENT	40.00		$0	$0	$0		Yes (X)
TAM STANLEY MD
PHYSICIAN, CHIEF OF CARDIOTHORACIC SURGERY	30.00		$725,274	$0	$41,260			Yes (X)
LITWIN DEMETRIUS MD
PHYSICIAN, CHAIR OF SURGERY DEPT	27.00		$644,629	$0	$41,678			Yes (X)
BOZORGZADEH ADEL MD
PHYSICIAN, CHIEF OF ORGAN TRANSPLANTATION	32.00		$641,376	$0	$41,466			Yes (X)
AYERS DAVID C MD
PHYSICIAN, CHAIR OF ORTHOPEDICS AND PHYSICAL REHAB	33.00		$621,324	$0	$40,800			Yes (X)
BUSCONI BRIAN D MD
PHYSICIAN, CHIEF OF ORTHOPEDICS	33.00		$608,074	$0	$38,986			Yes (X)
POLANOWICZ JOHN
FORMER PRESIDENT UNTIL 5/6/11, MARLBOROUGH HOSPITA	0.00		$217,576	$0	$0				Yes (X)
BERGAN THOMAS
FORMER PRESIDENT UNTIL 10/31/11, CMMIC, INC.	0.00		$147,085	$0	$2,829				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$27,097,691	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$458,662	TotReportableCompRltdOrgAmt
Total Other Compensation	$8,121,089	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2617	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/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
XEROX BUSINESS SVCS LLC
PO BOX 201322	DALLAS	TX	75320	I/S MANAGEMENT SERVICES	$24,204,309
TURNER CONSTRUCTION
2 SEAPORT LANE	BOSTON	PA	02210	SEE FOOTNOTE A	$7,936,272
MCKINSEY & CO INC US
PO BOX 7247-7255	PHILADELPHIA	MA	19170	CONSULTING SERVICES	$5,575,000
MORRISON MANAGEMENT SPECIALISTS
PO BOX 102299	ATLANTA	GA	30368	DIETARY MANAGEMENT SERVICE	$5,456,955
ARUP LABORATORIES INC
50 CHIPETA WAY	SALT LAKE CITY	UT	84108	LAB PROCESSING SERVICE	$4,267,151

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	164	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$80,100	FederatedCampaignsAmt
Fundraising	$582,303	FundraisingAmt
Related Organizations	$493,916	RelatedOrganizationsAmt
Government Grants	$6,603,979	GovernmentGrantsAmt
All Other Contributions	$3,927,085	AllOtherContributionsAmt
Noncash Contributions	$168,946	NoncashContributionsAmt
Total Contributions	$11,687,383	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE RE	900099	$1,891,144,455	$1,891,144,455
SPECIAL MEDICAID PAYME	900099	$240,000,001	$240,000,001
SYSTEM ALLOCATION REVE	900099	$175,338,716	$175,338,716
AFFILIATE RELATED PROG	900099	$161,925,320	$161,925,320
OTHER PSR & JV	900099	$38,701,793	$38,701,793

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,092,423	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,092,423	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,539,202,708	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,293,717	TotalRevenueColumnAmt
Related Or Exempt Func Income	$35,059	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$4,860	UnrelatedBusinessRevenueAmt
Exclusion	$9,263,518	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$72,141	TotalRevenueColumnAmt
Exclusion	$72,141	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$3,967,135	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$292,374	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$3,674,761	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,674,761	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,839,015	RelatedOrExemptFuncIncomeAmt
Exclusion	$1,835,746	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$327,398,201	SecuritiesAmt
Other	$28,682,789	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$304,277,287	SecuritiesAmt
Other	$13,698,701	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$23,120,914	SecuritiesAmt
Other	$14,984,088	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$38,105,002	TotalRevenueColumnAmt
Related Or Exempt Func Income	$175	RelatedOrExemptFuncIncomeAmt
Exclusion	$38,104,827	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$389,867	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$582,303	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$455,346	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$65,479	TotalRevenueColumnAmt
Exclusion	-$65,479	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
OTHER REVENUE	900099	$6,926,831	$1,219,007	$1,401,374	$4,306,450
LAB OUTREACH PROGRAM	621500	$1,397,551		$1,397,551
SUBLEASE INCOME	900099	-$72,621			-$72,621

Field	Value	IRS element (for citing)
Other Revenue Total	$8,251,761	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,610,221,994	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,542,295,964	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,794,065	UnrelatedBusinessRevenueAmt
Exclusion	$53,444,582	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,864,353	TotalAmt
Program Services	$4,864,353	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$75,914	TotalAmt
Program Services	$75,914	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$30,919,103	TotalAmt
Program Services	$13,082,570	ProgramServicesAmt
Management And General	$17,836,533	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$976,038,165	TotalAmt
Program Services	$788,433,042	ProgramServicesAmt
Management And General	$187,221,300	ManagementAndGeneralAmt
Fundraising	$383,823	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$69,770,540	TotalAmt
Program Services	$56,601,909	ProgramServicesAmt
Management And General	$13,163,463	ManagementAndGeneralAmt
Fundraising	$5,168	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$145,292,191	TotalAmt
Program Services	$112,234,490	ProgramServicesAmt
Management And General	$33,029,770	ManagementAndGeneralAmt
Fundraising	$27,931	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$70,482,920	TotalAmt
Program Services	$55,862,755	ProgramServicesAmt
Management And General	$14,604,825	ManagementAndGeneralAmt
Fundraising	$15,340	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$461,214	TotalAmt
Program Services	$42,050	ProgramServicesAmt
Management And General	$419,164	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,486,322	TotalAmt
Program Services	$71,731	ProgramServicesAmt
Management And General	$1,414,591	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$977,004	TotalAmt
Program Services	$35	ProgramServicesAmt
Management And General	$976,969	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$229,322	TotalAmt
Program Services	$229,322	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$301,241	TotalAmt
Fundraising	$301,241	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,032,187	TotalAmt
Management And General	$1,032,187	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$51,341,403	TotalAmt
Program Services	$39,389,520	ProgramServicesAmt
Management And General	$11,834,868	ManagementAndGeneralAmt
Fundraising	$117,015	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,755,913	TotalAmt
Program Services	$397,277	ProgramServicesAmt
Management And General	$1,332,680	ManagementAndGeneralAmt
Fundraising	$25,956	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$53,478,128	TotalAmt
Program Services	$15,354,711	ProgramServicesAmt
Management And General	$38,110,314	ManagementAndGeneralAmt
Fundraising	$13,103	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,337,164	TotalAmt
Program Services	$2,730,609	ProgramServicesAmt
Management And General	$606,555	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$82,381,326	TotalAmt
Program Services	$50,307,206	ProgramServicesAmt
Management And General	$32,071,473	ManagementAndGeneralAmt
Fundraising	$2,647	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,491,733	TotalAmt
Program Services	$1,966,288	ProgramServicesAmt
Management And General	$525,370	ManagementAndGeneralAmt
Fundraising	$75	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,135,817	TotalAmt
Program Services	$765,760	ProgramServicesAmt
Management And General	$369,052	ManagementAndGeneralAmt
Fundraising	$1,005	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$16,335,861	TotalAmt
Program Services	$15,870,032	ProgramServicesAmt
Management And General	$465,829	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$91,909,634	TotalAmt
Program Services	$70,375,194	ProgramServicesAmt
Management And General	$21,534,440	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$53,019,350	TotalAmt
Program Services	$24,190,602	ProgramServicesAmt
Management And General	$28,828,748	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PURCHASED SERVICES	$328,181,469	$225,568,092	$102,527,632	$85,745
MEDICAL SUPPLIES	$240,830,784	$196,865,408	$43,965,376
MEDICAL EDUCATION SERVI	$163,750,001	$163,417,950	$332,051
SYSTEM OVERHEAD ACTIVIT	$120,121,816	$74,120,503	$46,001,313

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$31,799,880	TotalAmt
Program Services	$21,744,716	ProgramServicesAmt
Management And General	$9,985,980	ManagementAndGeneralAmt
Fundraising	$69,184	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,543,800,755	TotalAmt
Program Services	$1,934,562,039	ProgramServicesAmt
Management And General	$608,190,483	ManagementAndGeneralAmt
Fundraising	$1,048,233	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$88,620,545	BOYAmt
EOY	$91,339,673	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$68,336,977	BOYAmt
EOY	$51,569,765	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,360,031	BOYAmt
EOY	$1,221,500	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$285,713,717	BOYAmt
EOY	$262,415,754	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$4,195,940	BOYAmt
EOY	$4,432,374	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$32,068,443	BOYAmt
EOY	$41,989,817	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$25,006,123	BOYAmt
EOY	$24,740,080	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$20,405,576	BOYAmt
EOY	$23,751,081	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,610,954,552	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$993,983,486	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$695,523,734	BOYAmt
EOY	$616,971,066	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$453,010,564	BOYAmt
EOY	$459,751,041	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$129,979,998	BOYAmt
EOY	$164,159,185	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$48,616,496	BOYAmt
EOY	$35,417,054	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$568,745	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$298,301,685	BOYAmt
EOY	$364,656,197	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,152,708,574	BOYAmt
EOY	$2,142,414,587	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$307,010,702	BOYAmt
EOY	$277,838,208	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
EOY	$584,353	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$10,747,258	BOYAmt
EOY	$9,420,067	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$354,202,240	BOYAmt
EOY	$340,791,673	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$71,017,624	BOYAmt
EOY	$45,087,007	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$27,491,001	BOYAmt
EOY	$32,590,236	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$491,997,043	BOYAmt
EOY	$529,651,940	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,262,465,868	BOYAmt
EOY	$1,235,963,484	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$729,998,071	BOYAmt
EOY	$741,359,678	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$80,424,280	BOYAmt
EOY	$86,449,119	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$79,820,355	BOYAmt
EOY	$78,642,306	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$890,242,706	BOYAmt
EOY	$906,451,103	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,152,708,574	BOYAmt
EOY	$2,142,414,587	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$66,421,239	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$4,826,783	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$45,386,059	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	$168,338	GrantsOtherOrganizationsAmt
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Rallies Demonstrations	$60,984	RalliesDemonstrationsAmt
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$229,322	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$98,561,352	BeginningYearBalanceAmt
Contributions	$1,245,442	ContributionsAmt
Investment Earnings Or Losses	$5,785,214	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,574,250	OtherExpendituresAmt
End Year Balance	$104,017,758	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.68000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32000	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	$15,629,645	OtherCostOrOtherBasisAmt
Book Value	$15,629,645	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$833,637,012	OtherCostOrOtherBasisAmt
Depreciation	$489,830,840	DepreciationAmt
Book Value	$343,806,172	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,378,136	OtherCostOrOtherBasisAmt
Depreciation	$13,435,108	DepreciationAmt
Book Value	$9,943,028	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$709,550,207	OtherCostOrOtherBasisAmt
Depreciation	$486,892,951	DepreciationAmt
Book Value	$222,657,256	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,759,552	OtherCostOrOtherBasisAmt
Depreciation	$3,824,587	DepreciationAmt
Book Value	$24,934,965	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$616,971,066	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (14 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
TIFF ABSOLUTE RETURN POOL (6,291 SHARES)	$28,503,832	F
TIFF PRIVATE EQUITY PARTNERS 2006 (2,390,322 SHARES)	$2,390,322	F
FRANK RUSSELL GLOBAL PRIVATE EQUITY FUND (287,046 SHARES)	$287,046	F
BENEFICIAL INTEREST IN TRUSTS	$73,103,922	F
AETOS CAPITAL LONG/SHORT STRATEGIES (70,908 SHARES)	$8,174,982	F
AETOS CAPITAL DISTRESSED INV STRATEGIES (23,360 SHARES)	$3,567,615	F
AETOS CAPITAL MULTI-STRATEGY ARBITRAGE (39,011 SHARES)	$4,796,637	F
MPPLTD/PORTFOLIO CLASS A (1,211 SHARES)	$46,469	F
TIFF ABSOLUTE RETURN POOL CLASS C (3,876 SHARES)	$8,055,517	F
OMEGA OVERSEAS (132,985 SHARES)	$22,245,419	F
GSO SPECIAL SITUATIONS (10,000 SHARES)	$10,235,000	F
TOURMALET MATAWIN OFFSHORE FUND VI LP (2,204,110 SHS)	$2,204,110	F
EASTWARD CAPITAL PARTNERS VI LP (428,314 SHARES)	$428,314	F
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD	$120,000	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$164,159,185	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM RELATED PARTIES	$121,611,051
CSV LIFE INSURANCE	$30,897
MALPRACTICE TAIL COVERAGE	$30,372,295
LONG TERM SECURITY DEPOSITS	$207,722
OTHER NON-CURRENT ASSETS	$171,841
RECEIVABLE FROM MEDICAID	$196,624,109
DUE FROM THIRD PARTIES	$15,638,282

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$364,656,197	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (12 entries)

DescDesc	AmtAmt
DUE TO UMASS MEDICAL SCHOOL	$66,763,991
THIRD PARTY LIABILITIES	$55,678,833
DUE TO RELATED PARTIES	$118,299,962
ACCRUED PENSION POST RETIREMENT BENEFITS	$207,794,697
O/S LOSS RESERVES	$32,733,688
ESTIMATED MALPRACTICE COSTS	$30,372,295
OTHER	$1,953,747
ANNUITY PAYABLE	$2,483,332
LT LIABILITY ARO	$9,983,450
ACCRUED LT LIABILITIES	$3,468,820
CLAIMS RESERVES	$89,125
MEDICARE RESERVES	$30,000

Field	Value	IRS element (for citing)
Total Liability	$529,651,940	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART X, LINE 2:

FIN 48 (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):

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. BYN 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. BYN 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.

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	0	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UMASS MEMORIAL FOUNDATION INC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 SOUTH STREET	AddressLine1
City	SHREWSBURY	City
State	MA	State
ZIP Code	01545	ZIPCode

Field	Value	IRS element (for citing)
Activity	FUNDRAISING	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$1,741,228	GrossReceiptsAmt
Retained By Contractor	$301,241	RetainedByContractorAmt
Net To Organization	$1,439,987	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$1,741,228	TotalGrossReceiptsAmt
Total Retained By Contractors	$301,241	TotalRetainedByContractorsAmt
Total Net To Organization	$1,439,987	TotalNetToOrganizationAmt
Licensed States	MA	LicensedStatesCd
Licensed States	NH	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	PARENT-WINTER BALL	NameOfEvent1Amt
Gross Receipts Event1	$361,450	GrossReceiptsEvent1Amt
Charitable Contri Event1	$247,634	CharitableContriEvent1Amt
Gross Revenue Event1	$113,816	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$113,816	OtherDirectExpensesEvent1Amt
Name Of Event2	CNEHA GOLF TOURNAMENT	NameOfEvent2Amt
Gross Receipts Event2	$245,907	GrossReceiptsEvent2Amt
Charitable Contri Event2	$110,269	CharitableContriEvent2Amt
Gross Revenue Event2	$135,638	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$27,538	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$98,062	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$22,065	OtherDirectExpensesEvent2Amt
Other Events Total	10	OtherEventsTotalCnt
Gross Receipts Other Events	$364,813	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$224,400	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$140,413	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$18,452	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$19,955	RentFcltyCostsOtherEventsAmt
Entertainment Other Events	$7,500	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$147,958	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$972,170	GrossReceiptsTotalAmt
Charitable Contributions Tot	$582,303	CharitableContributionsTotAmt
Gross Revenue Total Events	$389,867	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$45,990	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$118,017	RentFcltyCostsTotalEventsAmt
Entertainment Total Events	$7,500	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$283,839	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$455,346	DirectExpenseSummaryEventsAmt
Net Income Summary	-$65,479	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 HEALTH ALLIANCE HOME HEALTH AND HOSPICE, INC. 3. LOVELIGHT HELD BY HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. 4. TEE UP FOR TOTS GOLF TOURNAMENT WAS HELD BY THE PARENT 5. LINKS TO THE FUTURE EVENT WAS HELD BY THE PARENT, 6. GOLF TOURNAMENT WAS HELD BY MARLBOROUGH HOSPITAL, INC. 7. SPANISH FOR KIDS HELD BY COMMUNITY HEALTHLINK. 8. MARANDA HOUSE MOTHER'S DAY FUNDRAISER WAS HELD BY COMMUNITY HEALTHLINK 9. DOG WALK PAWS FOR CAUSE WAS HELD BY COMMUNITY HEALTHLINK, AND 10. 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	$38,040,739	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$22,431,653	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$15,609,086	NetCommunityBenefitExpnsAmt
Total Expense	0.00890	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$324,419,180	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$293,624,509	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$30,794,671	NetCommunityBenefitExpnsAmt
Total Expense	0.01750	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$30,164,562	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$28,146,549	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,018,013	NetCommunityBenefitExpnsAmt
Total Expense	0.00110	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$392,624,481	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$344,202,711	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$48,421,770	NetCommunityBenefitExpnsAmt
Total Expense	0.02750	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,511,152	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,395,288	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,115,864	NetCommunityBenefitExpnsAmt
Total Expense	0.00060	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$223,630,447	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$151,469,450	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$72,160,997	NetCommunityBenefitExpnsAmt
Total Expense	0.04110	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$88,217,094	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$76,849,933	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$11,367,161	NetCommunityBenefitExpnsAmt
Total Expense	0.00650	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,276,827	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$65,750	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,211,077	NetCommunityBenefitExpnsAmt
Total Expense	0.00070	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,260,000	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,780,304	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$479,696	NetCommunityBenefitExpnsAmt
Total Expense	0.00030	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$319,895,520	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$233,560,725	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$86,334,795	NetCommunityBenefitExpnsAmt
Total Expense	0.04920	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$712,520,001	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$577,763,436	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$134,756,565	NetCommunityBenefitExpnsAmt
Total Expense	0.07670	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

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

Economic Development EconomicDevelopmentGrp

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

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$6,563	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,563	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

Leadership Development LeadershipDevelopmentGrp

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

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$3,548	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$3,548	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

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$202,403	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$202,403	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

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

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$212,514	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$212,514	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$4,743,675	BadDebtExpenseAmt
Bad Debt Expense Attributable	$3,670,196	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$340,169,164	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$364,432,400	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$24,263,236	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 (14 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 REHABILITATION SERVICES OF CENTRAL MASSACHUSETTS INC
ACUTE CARE REHABILITATION FACILITY	0.20000	0.00000	0.00000
8 BIO LABS INC
CLINICAL LABORATORY	1.00000	0.00000	0.00000
9 HEALTHALLIANCE WITH PHYSICIANS INC
PHYSICIAN ALLIANCE	0.50000	0.00000	0.00000
10 SHIELDS IMAGING OF MASSACHUSETTS LLC
MANAGEMENT COMPANY FOR PET IMAGING	0.25000	0.00000	0.00000
11 UMASS MEMORIAL SHIELDS PHARMACY LLC
PHARMACY SERVICES	0.50000	0.00000	0.00000
12 116 BELMONT STREET INC
CONDO ASSOCIATION	0.63040	0.00000	0.00000
13 SHIELDS SPECIALTY PHARMACY OF SPRINGFIELD LLC
PHARMACY SERVICES	0.50000	0.00000	0.00000
14 SPECIALTY PHARMACY OF NEWARK
PHARMACY SERVICES	0.50000	0.00000	0.00000

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

Hospital Facilities HospitalFacilitiesGrp (4 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	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	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 Report Widely AvailableCHNAReportWidelyAvailableInd	Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd	Own Website URLOwnWebsiteURLTxt	Other WebsiteOtherWebsiteInd	Other Website URLOtherWebsiteURLTxt	Rpt Available Upon RequestRptAvailableUponRequestInd	Rpt Available Thru Other MethodRptAvailableThruOtherMethodInd	Adopt Implementation StrategyAdoptImplementationStrategyInd	Exec Implementation StrategyExecImplementationStrategyInd	Develop Community Wide PlanDevelopCommunityWidePlanInd	Exec Community Wide PlanExecCommunityWidePlanInd	Include Operational PlanIncludeOperationalPlanInd	Adopt BudgetAdoptBudgetInd	Prioritize Health NeedsPrioritizeHealthNeedsInd	Prioritize ServicesPrioritizeServicesInd	All Needs AddressedAllNeedsAddressedInd	Organization Incur Excise TaxOrganizationIncurExciseTaxInd	Elig Criteria ExplainedEligCriteriaExplainedInd	FPG Used Deter Elig Free CareFPGUsedDeterEligFreeCareInd	FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct	FPG Used Determ Elig Dscnt CareFPGUsedDetermEligDscntCareInd	FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct	Explained BasisExplainedBasisInd	Income LevelIncomeLevelInd	Insurance StatusInsuranceStatusInd	Uninsured DiscountUninsuredDiscountInd	State RegulationStateRegulationInd	Other FactorsOtherFactorsInd	App Financial Asst ExplnAppFinancialAsstExplnInd	Includes Publicity MeasuresIncludesPublicityMeasuresInd	Posted On WebsitePostedOnWebsiteInd	Attached To InvoiceAttachedToInvoiceInd	Posted In Emergency RoomPostedInEmergencyRoomInd	Posted In Admission OfficePostedInAdmissionOfficeInd	Provided On AdmissionProvidedOnAdmissionInd	Available On RequestAvailableOnRequestInd	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	Other PublicityOtherPublicityInd	Other Actions TakenOtherActionsTakenInd
UMASS MEMORIAL MEDICAL CENTER INC
1	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	12	Yes (1)	0	Yes (1)	Yes (X)	WWW.UMASSMEMORIALHEALTHCARE.ORG/	Yes (X)	WWW.WORCESTERMA.GOV/	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	0	0	Yes (1)	Yes (1)	200.000000000000	Yes (1)	600.000000000000	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	Yes (1)	Yes (X)	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	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	12	Yes (1)	Yes (1)	Yes (1)	Yes (X)				Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	0	0	Yes (1)	Yes (1)	200.000000000000	Yes (1)	600.000000000000	Yes (1)	Yes (X)	Yes (X)		Yes (X)		Yes (1)	Yes (1)		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)	Yes (X)	Yes (X)	Yes (X)
MARLBOROUGH HOSPITAL
3	Yes (1)	Yes (X)	Yes (X)		Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)		13	Yes (1)	Yes (1)	Yes (1)	Yes (X)				Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	0	0	Yes (1)	Yes (1)	200.000000000000	Yes (1)	600.000000000000	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (1)	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	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 (X)		Yes (X)		Yes (X)		Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	0	0	Yes (1)	Yes (1)	200.000000000000	Yes (1)	600.000000000000	Yes (1)	Yes (X)	Yes (X)	Yes (X)	Yes (X)		Yes (1)	Yes (1)	Yes (X)	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 (33 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 3: 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) 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 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. TEN COMMUNITY DIALOGUE SESSIONS WERE HELD: FIVE SESSIONS IN WORCESTER, AND FIVE IN THE OUTLYING COMMUNITIES (ONE EACH IN SHREWSBURY, MILLBURY, WEST BOYLSTON, LEICESTER, AND HOLDEN). MORE THAN A TOTAL OF 3,000 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. OUR COMMUNITY BENEFITS PLAN ALIGNS WITH THE CHIP.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 3: 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. THIS ASSESSMENT WAS A JOINT EFFORT OF THE JOINT COALITION ON HEALTH (JCOH) AND THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH'S COMMUNITY HEALTH NETWORK AREA (CHNA 9), WHICH ALSO INCLUDES HEYWOOD HOSPITAL AND CLINTON HOSPITAL. A COMMUNITY HEALTH ASSESSMENT WAS CONDUCTED IN FY11 SO A COORDINATED PLAN HAS PRIORITIZED THE NEEDS OF THE COMMUNITY.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 3: 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 3: CLINTON HOSPITAL HAS BEEN INVOLVED IN THE DEVELOPMENT OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHA) AND UTILIZES THE INFORMATION IN THE CHA TO COLLABORATE WITH OTHER COMMUNITY BASED ORGANIZATIONS, SCHOOLS, DIVERSE STAKEHOLDERS, AND MEMBERS OF THE COMMUNITY TO ADOPT IMPLEMENTATION STRATEGIES THAT ADDRESS THE UNMET HEALTH NEEDS OF THE HOSPITAL'S CATCHMENT AREA.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 4: HEALTHALLIANCE HOSPITAL DID A COMMUNITY NEEDS ASSESSMENT WITH CLINTON HOSPITAL AND HEYWOOD HOSPITAL. LINK:HTTP:WWW.UMASSMEMORIALHEALTHCARE.ORG/SITES/UMASS-MEMORIAL-HOSPITAL/FILES/DOCUMENTS/PATIENTS_VISITORS/HEALTHALLIANCE%20HOSPITAL%20BENEFITS%20PLAN%20FY13-FY14%20FINAL.PDF
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 4: THE ASSESSMENT WAS DONE IN CONJUNCTION WITH THE METRO WEST MEDICAL CENTER.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 4: THE CHA WORK WAS COMPLETED WITH THE COMBINED EFFORTS OF THE MINORITY COALITION OF NORTH CENTRAL MASSACHUSETTS, THE SPANISH AMERICAN CENTER, CLEGHORN NEIGHBORHOOD CENTER, WHEAT, THREE PYRAMIDS, BEAUTIFUL GATE CHURCH, NEW HOPE COMMUNITY CHURCH, TWIN CITIES CDC, GARDNER CDC, MEMORIAL CONGREGATIONAL CHURCH, CMAHEC, MONTACHUSETT OPPORTUNITY COUNCIL AND MANY OTHER AGENCIES, INDIVIDUALS, AND THE FOLLOWING HOSPITALS; HEYWOOD HOSPITAL, HEALTHALLIANCE HOSPITAL, CLINTON HOSPITAL. TOGETHER, THESE ENTITIES HAVE CAPITALIZED ON THEIR COMPLEMENTARY 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 5D: THE CHNA WAS PUBLICALLY 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, CEO OF UMASS MEMORIAL HEALTH CARE AND THE UMASS MEMORIAL VICE PRESIDENT OF COMMUNITY RELATIONS. IN ADDITION, PRESENTATIONS HAVE BEEN MADE TO DIFFERENT GROUPS INCLUDING PHILANTHROPIC ORGANIZATIONS, PHYSICIANS AND STUDENTS AT UMASS MEDICAL SCHOOL AND THROUGH ON-GOING COMMUNITY ENGAGEMENT ACTIVITIES AND DISSEMINATION THROUGH COMMON PATHWAYS HEALTHY COMMUNITIES COALITION. THE HOSPITAL AND WDPH ALSO ENGAGED IN VARIOUS MEDIA VENUES INCLUDING; PRINT AND ONLINE ARTICLES IN LOCAL NEWS AND COMMUNITY NEWSPAPERS, RADIO, PANEL DISCUSSIONS/INTERVIEWS TELEVISED ON WCCATV13 AND A FOCUS ISSUE OVERVIEWING EACH CHIP DOMAIN AREA.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 5D: 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.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 5D: INTERNAL COMMUNICATION WAS THROUGH MARLBOROUGH HOSPITAL'S EMPLOYEE NEWSLETTER AND PRESENTATIONS TO GROUPS INCLUDING MANAGEMENT MEETINGS AND BOARD OF TRUSTEES. EXTERNAL COMMUNICATION WAS DONE BY PRESS RELEASE, POSTING ON MARLBOROUGH HOSPITAL'S WEB SITE AND FACEBOOK PAGE, AND A SUMMARY BOOKLET WAS DEVELOPED. HIGHLIGHTS OF THE INFORMATION WILL BE ALSO BE PUBLISHED IN THE ANNUAL UMASS MEMORIAL HEALTH CARE, INC. COMMUNITY BENEFIT REPORT. LINK TO COMMUNITY NEEDS ASSESSMENT:HTTP://WWW.UMASSMEMORIALHEALTHCARE.ORG/SITES/UMASS-MEMORIAL-HOSPITAL/FILES/DOCUMENTS/PATIENTS_VISITORS/MARLBOROUGH-HOSPITAL-COMMUNITY-HEALTH-NEEDS-ASSESSMENT-FOR-MARLBOROUGH-AND-HUDSON---SEPTEMBER-2013.PDF
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 5D: THE COMMUNITY HEALTH ASSESSMENT (CHA) IS AVAILABLE ON CLINTON HOSPITAL, THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH'S COMMUNITY HEALTH NETWORK AREA OF NORTH CENTRAL, AND THE JOINT COALITION ON HEALTH (JCOH) WEBSITES WITH THE AVAILABILITY UPON REQUEST FROM ANY OF THE ORGANIZATIONS MENTIONED. CLINTON HOSPITAL ALSO UNVEILS THE COMMUNITY HEALTH ASSESSMENT TO COMMUNITY GROUPS, COMMUNITY ADVISORY COMMITTEE, AND TO THE BOARD OF TRUSTEES.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 7: UMASS MEMORIAL MEDICAL CENTER'S COMMUNITY BENEFITS PLAN FUNDS AND SUPPORTS PROGRAMS AND EFFORTS THAT ADDRESS ALL PRIORITY AREAS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT. THESE PRIORITY AREAS ALIGN WITH THE GREATER WORCESTER COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) COMPLETED IN COLLABORATION WITH THE WORCESTER DIVISION OF PUBLIC HEALTH AND WIDE COMMUNITY INPUT.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 7: 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 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.
MARLBOROUGH HOSPITAL	PART V, SECTION B, LINE 7: 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.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 7: 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 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.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 14G: 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.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 16E: 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 16E: 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 16E: 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 16E: 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 17E: 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 17E: 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 17E: 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 17E: 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 18E: 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 20D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.
HEALTHALLIANCE HOSPITAL, INC.	PART V, SECTION B, LINE 20D: 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 20D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.
CLINTON HOSPITAL ASSOCIATION	PART V, SECTION B, LINE 20D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.
UMASS MEMORIAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 22: 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 22: 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 22: 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 22: 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.

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/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	FacilityFacilityTxt
UMASS MEMORIAL LABORATORIES
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 SERVICES
UMASS MEMORIAL MED CENTER AMBULANCE
23 WELL STREET	WORCESTER	MA	01604	SATELLITE - AMBULATORY SERVICES
UMASS MEMORIAL MED CENTER AMBULANCE
100 PROVIDENCE STREET	WORCESTER	MA	01604	SATELLITE - AMBULATORY SERVICES

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, COMMUNITY BUILDING ACTIVITIES:	UMASS MEMORIAL MEDICAL CENTER RECOGNIZES COMMUNITY BUILDING ACTIVITIES AS BEING A PART OF THE "SOCIAL DETERMINANTS OF HEALTH" THAT IMPACT THE HEALTH OF THE COMMUNITY. WE INVEST IN EDUCATIONAL COLLABORATIVES, COALITION BUILDING AND ADVOCACY EFFORTS, WORKFORCE DEVELOPMENT AND PROGRAMS THAT SUPPORT YOUTH WHO ARE AT RISK OF DEVELOPING POOR AND RISKY HEALTH BEHAVIORS AND ARE EXPERIENCING VIOLENCE DUE TO POVERTY. WE ALSO INVEST IN ENVIRONMENTAL AND PHYSICAL IMPROVEMENT PROGRAMS SUCH AS BEAUTIFICATION OF LOW-INCOME NEIGHBORHOOD PARKS TO ENABLE ACCESS TO SAFE PLAYGROUNDS THAT PROMOTE PHYSICAL ACTIVITY AS A WAY TO REDUCE OBESITY. THESE 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 "AS 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.EXAMPLES INCLUDE:- FUNDING AND PROMOTING WORKFORCE AND HEALTH CAREER DEVELOPMENT OPPORTUNITIES FOR INNER-CITY YOUTHHEALTHALLIANCE HOSPITAL: FOR WORKFORCE DEVELOPMENT HEALTHALLIANCE HAS PROVIDED FINANCIAL ASSISTANCE THROUGH PROCEEDS FROM THE ANNUAL GOLF TOURNAMENT 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.
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 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, FAITH-BASED ORGANIZATIONS 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:- CONDUCT KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WITH COMMUNITY-BASED ORGANIZATIONS AND RESIDENTS- CONDUCT OUTREACH EFFORTS TO MEDICALLY-UNDERSERVED POPULATIONS AND CONVENE MEETINGS WITH NEIGHBORHOOD/COMMUNITY GROUPS- REVIEWED PRIMARY AND SECONDARY DATA- CONDUCT 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 ASSESSMENT PROCESS CONSISTED OF COMPREHENSIVE GATHERING OF QUANTITATIVE (I.E. HEALTH STATUS INDICATORS) AND QUALITATIVE DATA, THROUGH FOCUS GROUPS WITH COMMUNITY MEMBERS AND INTERVIEWS WITH COMMUNITY MEMBERS AND COMMUNITY LEADERS. PARTICIPANTS WERE DRAWN FROM AMONG COMMUNITY-BASED, EDUCATIONAL, CIVIC, GOVERNMENTAL, FAITH-BASED PROFESSIONALS, HEALTH CARE PROVIDERS, AND OTHERS, AND EVERY EFFOT WAS MADE TO ENSURE RACIAL/ETHNIC, SOCIOECONOMIC, AND GEOGRAPHIC DIVERSITY IN THE COMPOSITION OF FOCUS GROUPS AND INTERVIEW PARTICIPANTS. THIS ASSESSMENT WAS A JOINT EFFORT OF THE JOINT COALITION ON HEALTH (JCOH) AND THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH'S COMMUNITY HEALTH NETWORK AREA (CHNA 9), WHICH ALSO INCLUDES HEYWOOD HOSPITAL AND CLINTON HOSPITAL. A COMMUNITY HEALTH ASSESSMENT WAS CONDUCTED IN FY11 SO A COORDINATED PLAN HAS PRIORITIZED THE NEEDS OF THE COMMUNITY.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 COMMUNITY COALITION OF METROWEST, EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, BOARDS OF HEALTH FROM MARLBORO AND HUDSON AND THE SOUTHBOROUGH MEDICAL GROUP.CLINTON HOSPITAL:BOTH QUANTITATIVE AND QUALITATIVE DATA WERE COLLECTED FOR THE COMMUNITY HEALTH ASSESSMENT. ALL DATA WERE GATHERED SYSTEMATICALLY UTILIZING THE FOLLOWING STANDARDS OR PRINCIPLES WHICH GUIDED THE METHODOLOGIES AND SOURCE SELECTIONS:1. AVAILABILITY OF MULTIPLE YEARS OF DATA ON STUDY ELEMENTS;2. SPECIFICITY OF DATA TO THE STUDY AREA COMMUNITIES;3. APPROPRIATENESS OF DATA COLLECTION METHODOLOGIES TO THE DATA SOURCE;4. BROAD PARTICIPATION AMOUNG THE STAKEHOLDER POPULATIONS;5. BROAD RANGE OF INPUT FROM QUALITATIVE AND QUANTITATIVE SOURCES.THE MAJORITY OF THE QUANTITATIVE DATA COLLECTED FOR THE CHA CAME FROM THE MASSACHUSETTS COMMUNITY HEALTH INFORMATION PROFILE (MASS CHIP). OTHER SOURCES INCLUDE: THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH; THE UNITED STATES CENSUS BUREAU; THE MASSACHUSETTS DEPARTMENT OF WORKFORCE DEVELOPMENT; THE MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION; AND THE MASSACHUSETTS BEHAVIORAL HEALTH PARTNERSHIP. WHENEVER POSSIBLE, THREE YEARS OF DATA WERE USED FOR EACH MEASURE AND, WHEN FEASIBLE, DATA IS PROVIDED FOR INDIVIDUAL TOWNS.QUALITATIVE DATA WAS ELICITED TO ENHANCE, CLARIFY, AND ADD "COMMUNITY VOICES" AND REAL LIFE EXPERIENCES TO THE QUANTITATIVE DATA INCLUDED IN THE REPORT. QUALITATIVE DATA ALSO PROVIDES A LENS INTO CURRENT CONDITIONS - ECONOMIC AND CULTURAL - WHICH QUANTITATIVE DATA CANNOT DUE TO THE LAGS BETWEEN DATA COLLECTION, REPORTING, AND RETRIEVAL. FOR EXAMPLE, THE QUALITATIVE DATA PRESENTED HERE STRONGLY REFLECTS THE ECONOMIC CRISIS WHICH OCCURRED DURING THE QUALITATIVE DATA COLLECTION PROCESS BUT AFTER MUCH OF THE QUANTITATIVE DATA HAD ALREADY BEEN COLLECTED AND REPORTED.QUALITATIVE DATA FOR THIS ASSESSMENT WAS GATHERED VIA FOCUS GROUPS WITH COMMUNITY MEMBERS AND THROUGH INTERVIEWS WITH COMMUNITY MEMBERS AND COMMUNITY LEADERS. FOCUS GROUPS AND INTERVIEWS WERE CONDUCTED. EVERY EFFORT WAS MADE TO ENSURE RACIAL/ETHIC, SOCIOECONOMIC, AND GEOGRAPHIC DIVERSITY IN THE COMPOSITION OF FOCUS GROUPS AND INTERVIEW PARTICIPANTS.
PART VI, LINE 4:	GEOGRAPHICAL REACH: THE 2012 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, 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 INITIATIVE, AND OVERLAPS WITH THE SERVICE AREA OF MANY OTHER LOCAL ORGANIZATIONS. FOCUSING UMASS MEMORIALS CHNA ON THIS GEOGRAPHIC AREA FACILITATES THE ALIGNMENT OF THE HOSPITALS 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 COMMUNITY HEALTH AND ASSESSMENT OF NORTH CENTRAL MA INCLUDES THE 27 CITIES AND TOWNS COVERED BY COMMUNITY HEALTH NETWORK AREA 9 (CHNA9), INCLUDING THE CITIES OF FITCHBURG, LEOMINSTER, GARDNER, AND THE TOWNS OF ASHBURNHAM, ASHBY, AYER, BARRE, BERLIN, BOLTON, CLINTON, GROTON, HARDWICK, HARVARD, HUBBARDSTON, LANCASTER, LUNENBERG, NEW BRAINTREE, OAKHAM, PEPPERELL, PRINCETON, RUTLAND, SHIRLEY, STERLING, TEMPLETON, TOWNSEND, WESTMINSTER, AND WINCHENDON. ELEVEN OF THESE CITIES AND TOWNS ARE ALSO WITHIN THE SERVICE AREA. 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 ON HEALTH STATUS, WITH A FOCUS ON HEALTH EQUALITY AND ADDRESSING AND ELIMINATING HEALTH DISPARITIES.CONTINUED ON SCHEDULE O
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.HEALTHALLIANCE HOSPITAL: HEALTHALLIANCE HOSPITAL HAS A COMMUNITY BENEFIT PROGRAM WITHIN THE MARKETING/COMMUNICATIONS DEPARTMENT THAT IS RESPONSIBLE FOR PROMOTING THE COMMUNITY BENEFIT AGENDA FOCUSING ON COMMUNITY HEALTH IMPROVEMENT. OUR COMMUNITY BENEFITS 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 OCCLUSIVE PULMONARY DISEASE (COPD), HEART HEALTH, DEPRESSION, DIABETES, AND MENTAL/BEHAVIORAL HEALTH.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 ASSOCIATION: TARGET POPULATIONS FOR CLINTON HOSPITAL'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS, AND A CHA 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 (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
19 TACOMA STREET	WORCESTER	MA	01605	042513817	$1,000,000	SUPPORT FOR HEALTH CENTER'S MISSION
FAMILY HEALTH CENTER OF WORCESTER INC
26 QUEEN STREET	WORCESTER	MA	01610	042485308	$1,000,000	SUPPORT FOR HEALTH CENTER'S MISSION
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE	WORCESTER	MA	01655	043167352	$2,000,000	ACADEMIC CHAIR FUNDING
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE	WORCESTER	MA	01655	043167352	$200,000	MUSCULOSKELETAL CENTER EXCELLENCE GRANT
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE	WORCESTER	MA	01655	043167352	$50,000	INTERVENTIONAL NEURORADIOLOGY RESEARCH
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE	WORCESTER	MA	01655	043167352	$30,000	COMPLEX AORTIC ANEURYSM REPAIR STUDY

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	INTERNSHIPS	GrantTypeTxt
Recipient	33	RecipientCnt
Cash Grant	$75,914	CashGrantAmt

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 OCCURS 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 THROCOABDOMINAL 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)
Substantiation Required	Yes (1)	SubstantiationRequiredInd
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 (67 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.	$238,246	$0	$23,728	$0	$0	$0	$13,542	$0	$11,983	$0	$287,499	$0	$0	$0
ANDRIENI JULIA MD
DIRECTOR UNTIL 4/2013, UMM MED GROUP	$201,374	$0	$0	$0	$0	$0	$1,665	$0	$10,686	$0	$213,725	$0	$0	$0
BAGLEY PETER MD
DIRECTOR, UMM ACO, INC.	$239,415	$0	$146,751	$0	$0	$0	$25,568	$0	$28,253	$0	$439,987	$0	$0	$0
BROWN ALAN P MD
DIRECTOR, UMBHS, INC.	$168,038	$0	$22,550	$0	$0	$0	$9,868	$0	$24,335	$0	$224,791	$0	$0	$0
CARLUCCI DANIEL MD
DIRECTOR, MARLBOROUGH HOSPITAL	$282,117	$0	$55,259	$0	$0	$0	$13,060	$0	$28,254	$0	$378,690	$0	$0	$0
CAVAGNARO CHARLES EIII MD
DIRECTOR UNTIL 9/14, UMM HOSPITALS,	$0	$315,930	$0	$137,750	$0	$4,982	$0	$598,775	$0	$34,558	$0	$1,091,995	$0	$0
COFONE MICHAEL J
TREASURER/DIRECTOR, COORDINATED PRIM	$269,145	$0	$72,332	$0	$13,194	$0	$7,369	$0	$26,126	$0	$388,166	$0	$0	$0
CORBETT WILLIAM MD
DIRECTOR, MARLBOROUGH HOSPITAL	$300,981	$0	$49,285	$0	$24,982	$0	$62,591	$0	$21,516	$0	$459,355	$0	$24,982	$0
DALY SHEILA
PRESIDENT, CLINTON HOSPITAL ASSOC.,	$205,558	$0	$20,790	$0	$0	$0	$18,095	$0	$18,759	$0	$263,202	$0	$0	$0
DICKSON ERIC W MD
PRESIDENT & CEO/DIRECTOR, UMM HEALTH	$647,455	$0	$112,000	$0	$1,647	$0	$102,652	$0	$54,146	$0	$917,900	$0	$0	$0
DUNCAN DAVID
DIRECTOR, COORDINATED PRIMARY CARE,	$160,138	$0	$35,457	$0	$7,016	$0	$6,643	$0	$22,351	$0	$231,605	$0	$0	$0
EISENSTOCK JORDAN MD
DIRECTOR, UMM ACO, INC.	$135,172	$0	$34,570	$0	$19,889	$0	$9,718	$0	$23,273	$0	$222,622	$0	$0	$0
FAIRCHILD DAVID MD
PRESIDENT/DIRECTOR, UMM ACO, INC.	$380,776	$0	$38,824	$0	$21,172	$0	$123,478	$0	$24,802	$0	$589,052	$0	$21,172	$0
FERGUSON R KEVIN MD
DIRECTOR, UMM MED GROUP, INC.	$204,432	$0	$45,061	$0	$0	$0	$12,736	$0	$24,205	$0	$286,434	$0	$0	$0
FERRUCCI JOSEPH MD
DIRECTOR UNTIL 3/31/13, CMMIC, INC.	$350,002	$0	$25,514	$0	$1,385	$0	$13,096	$0	$27,457	$0	$417,454	$0	$0	$0
FINBERG ROBERT W MD
DIRECTOR, UMM HEALTH CARE, INC.	$250,236	$0	$33,498	$0	$0	$0	$79,745	$0	$30,752	$0	$394,231	$0	$0	$0
GOTTLIEB PHILIP D MD
DIRECTOR UNTIL 12/13, CLINTON HOSPIT	$231,396	$0	$138,943	$0	$0	$0	$12,977	$0	$24,484	$0	$407,800	$0	$0	$0
HARLAN DAVID MD
DIRECTOR, UMM ACO, INC.	$149,645	$0	$33,000	$0	$0	$0	$9,440	$0	$25,012	$0	$217,097	$0	$0	$0
KEATING TODD A
TREASURER UNTIL 2/14, UMM HEALTH CAR	$478,739	$0	$57,873	$0	$39,801	$0	$881,071	$0	$16,677	$0	$1,474,161	$0	$39,801	$0
KENNEDY KATHRYN MD
DIRECTOR, UMM MED GROUP, INC.	$221,573	$0	$80,094	$0	$7,339	$0	$12,979	$0	$28,254	$0	$350,239	$0	$0	$0
LAPRIORE CHERYL M
PRESIDENT/DIRECTOR, UMM HEALTH VENT	$235,835	$0	$25,281	$0	$19,807	$0	$61,342	$0	$22,314	$0	$364,579	$0	$19,807	$0
LASSER DANIEL H MD
DIRECTOR, UMM MED GROUP, INC.	$206,500	$0	$40,705	$0	$0	$0	$0	$0	$26,787	$0	$273,992	$0	$0	$0
MESSINA LOUIS MD
DIRECTOR UNTIL 3/14, UMM MED GROUP,	$534,026	$0	$92,704	$0	$0	$0	$32,864	$0	$28,247	$0	$687,841	$0	$0	$0
METZMAKER JEFFREY N MD
DIRECTOR, UMM MED GROUP, INC.	$296,014	$0	$139,617	$0	$0	$0	$12,750	$0	$25,747	$0	$474,128	$0	$0	$0
MOORE KAREN
PRESIDENT/DIRECTOR UNTIL 3/25/13, MA	$110,133	$0	$0	$0	$247,495	$0	$57,412	$0	$25,065	$0	$440,105	$0	$258,967	$0
MULDOON PATRICK
PRESIDENT, UMM MED CTR, INC.,	$451,366	$0	$58,458	$0	$35,174	$0	$119,680	$0	$32,598	$0	$697,276	$0	$35,174	$0
NOMPLEGGI DOMINIC MD
DIRECTOR, UMM MED GROUP, INC.	$224,938	$0	$144,270	$0	$0	$0	$12,975	$0	$28,253	$0	$410,436	$0	$0	$0
O'BRIEN JOHN G
PRESIDENT & CEO UNTIL 2/25/13, UMM H	$325,762	$0	$0	$0	$3,151,532	$0	$25,658	$0	$10,569	$0	$3,513,521	$0	$1,879,899	$0
OKIKE O NSIDINANYA MD
DIRECTOR, UMM HEALTH CARE, INC.	$426,137	$0	$85,538	$0	$0	$0	$13,169	$0	$27,602	$0	$552,446	$0	$0	$0
O'LEARY DANIEL MD
DIRECTOR, COORDINATED PRIMARY CARE,	$146,707	$0	$23,875	$0	$662	$0	$1,977	$0	$2,698	$0	$175,919	$0	$0	$0
ROSEN MAX P MD
DIRECTOR, CMMIC, INC.	$367,765	$0	$35,000	$0	$0	$0	$12,750	$0	$4,211	$0	$419,726	$0	$0	$0
SWENSON DANA E
PRESIDENT/DIRECTOR, UMM REALTY, INC.	$236,445	$0	$24,294	$0	$4,905	$0	$107,418	$0	$21,514	$0	$394,576	$0	$4,905	$0
SZYMANSKI CANDRA D
INTERIM PRESIDENT UNTIL 12/13, MARLB	$213,601	$0	$15,667	$0	$1,527	$0	$156,400	$0	$761	$0	$387,956	$0	$0	$0
TOSI STEPHEN E MD
PRESIDENT, UMM MED GROUP, INC., DIRE	$435,312	$0	$65,638	$0	$307,598	$0	$256,909	$0	$27,230	$0	$1,092,687	$0	$232,684	$0
ZIEDONIS DOUGLAS MD
PRESIDENT/DIRECTOR, UMBHS, INC.	$193,430	$0	$17,250	$0	$0	$0	$10,998	$0	$28,253	$0	$249,931	$0	$0	$0
BRONHARD JOHN
INTERIM TREASURER, CNEHA, INC.	$149,964	$0	$10,709	$0	$250	$0	$3,099	$0	$6,434	$0	$170,456	$0	$0	$0
BROWN DOUGLAS S
SECRETARY, UMM HEALTH CARE, INC., DI	$431,069	$0	$52,526	$0	$38,688	$0	$95,114	$0	$23,506	$0	$640,903	$0	$38,688	$0
EKSTROM DEBORAH
PRESIDENT, COMMUNITY HEALTHLINK, INC	$194,292	$0	$20,053	$0	$16,103	$0	$48,583	$0	$28,640	$0	$307,671	$0	$15,224	$0
FELDMANN ROBERT
TREASURER UNTIL 7/7/14, CRIR, INC.	$251,395	$0	$25,844	$0	$0	$0	$54,241	$0	$22,814	$0	$354,294	$0	$0	$0
GREENWOOD JOHN
TREASURER, UMM ACO, INC.	$209,312	$0	$25,000	$0	$15,607	$0	$35,468	$0	$22,048	$0	$307,435	$0	$15,607	$0
MCCUE STEVEN
TREASURER, MARLBOROUGH HOSPITAL	$174,930	$0	$8,739	$0	$0	$0	$10,965	$0	$22,178	$0	$216,812	$0	$0	$0
O'BRIEN WILLIAM
SECRETARY, UMBHS, INC.	$115,151	$0	$2,982	$0	$0	$0	$15,166	$0	$25,351	$0	$158,650	$0	$0	$0
OLSON JEFFREY
TREASURER, CLINTON HOSPITAL ASSOC.	$139,610	$0	$14,699	$0	$0	$0	$3,230	$0	$24,478	$0	$182,017	$0	$0	$0
SHAKMAN ALICE
PRESIDENT, CMMIC, INC.	$252,560	$0	$19,224	$0	$21,020	$0	$43,114	$0	$11,754	$0	$347,672	$0	$21,020	$0
SMITH FRANCIS W
CLERK, UMM HEALTH VENTURES, INC.	$184,952	$0	$31,230	$0	$0	$0	$8,723	$0	$26,514	$0	$251,419	$0	$0	$0
STREETER MICHELE
TREASURER, UMM MED GROUP, INC.	$367,250	$0	$70,645	$0	$20,455	$0	$53,710	$0	$21,538	$0	$533,598	$0	$20,455	$0
ANDERSON MILTON
SR. VP, CHIEF HR OFFICER UNTIL 9/14	$402,965	$0	$124,694	$0	$16,000	$0	$837,328	$0	$31,972	$0	$1,412,959	$0	$0	$0
BOLLAND ESHGHI KATHARINE
VP, DEPUTY GENERAL COUNSEL	$287,117	$0	$29,435	$0	$19,617	$0	$79,688	$0	$23,314	$0	$439,171	$0	$19,617	$0
BRENCKLE GEORGE PHD
SR. VP, CHIEF INFORMATION OFFICER UN	$303,499	$0	$31,203	$0	$30,125	$0	$659,074	$0	$25,834	$0	$1,049,735	$0	$30,125	$0
CYR JAMES P
SR VP, HEART AND VASCULAR DISEASES	$232,157	$0	$18,791	$0	$17,608	$0	$57,803	$0	$22,312	$0	$348,671	$0	$17,608	$0
DALEY JENNIFER MD
EXECUTIVE VP, CHIEF OPERATING OFFICE	$374,942	$0	$57,935	$0	$256,168	$0	$143,722	$0	$32,296	$0	$865,063	$0	$716,043	$0
DAY THERESE
VP, FINANCE / CFO OF MED CENTER	$285,339	$0	$16,951	$0	$21,575	$0	$57,576	$0	$22,312	$0	$403,753	$0	$21,575	$0
DIAMOND VICTORIA
SR. VP, OPERATIONS, UNTIL 1/14	$267,195	$0	$20,413	$0	$22,802	$0	$494,283	$0	$13,387	$0	$818,080	$0	$22,802	$0
FISHER BARBARA
SR VP, OPERATIONS	$250,541	$0	$19,474	$0	$0	$0	$81,093	$0	$23,514	$0	$374,622	$0	$0	$0
HUDLIN MARGARET MD
CHIEF MED OFFICER/VP PERIOPERATIVE S	$293,964	$0	$26,250	$0	$0	$0	$27,893	$0	$24,818	$0	$372,925	$0	$0	$0
HYLKA SHARON
SR. VP, HOSPITAL ADMIN UNTIL 1/14	$307,917	$0	$23,600	$0	$36,673	$0	$575,772	$0	$22,312	$0	$966,274	$0	$36,673	$0
KLUGMAN ROBERT A MD
CHIEF QUALITY OFFICER, UNTIL 9/30/13	$302,464	$0	$20,000	$0	$36,319	$0	$42,420	$0	$19,964	$0	$421,167	$0	$36,319	$0
PHILLIPS ROBERT A MD
MED DIR, HEART & VASCULAR COE, UNTIL	$292,776	$0	$1,000	$0	$72,987	$0	$120,613	$0	$5,259	$0	$492,635	$0	$72,987	$0
RANDOLPH JOHN
CHIEF COMPLIANCE OFFICER	$197,881	$0	$20,653	$0	$0	$0	$35,236	$0	$24,310	$0	$278,080	$0	$0	$0
THOMPSON DIANE
SR. VP, CHIEF NURSING OFFICER	$193,153	$0	$0	$0	$28,935	$0	$0	$0	$107	$0	$222,195	$0	$0	$0
IITSUKA CARLOS
SR. VP, STRATEGY & BUSINESS DEVELOPM	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0			$0	$0
TAM STANLEY MD
PHYSICIAN, CHIEF OF CARDIOTHORACIC S	$539,726	$0	$185,548	$0	$0	$0	$13,803	$0	$27,457	$0	$766,534	$0	$0	$0
LITWIN DEMETRIUS MD
PHYSICIAN, CHAIR OF SURGERY DEPT	$553,527	$0	$91,102	$0	$0	$0	$13,425	$0	$28,253	$0	$686,307	$0	$0	$0
BOZORGZADEH ADEL MD
PHYSICIAN, CHIEF OF ORGAN TRANSPLANT	$470,712	$0	$170,664	$0	$0	$0	$13,212	$0	$28,254	$0	$682,842	$0	$0	$0
AYERS DAVID C MD
PHYSICIAN, CHAIR OF ORTHOPEDICS AND	$607,449	$0	$13,875	$0	$0	$0	$13,343	$0	$27,457	$0	$662,124	$0	$0	$0
BUSCONI BRIAN D MD
PHYSICIAN, CHIEF OF ORTHOPEDICS	$502,217	$0	$105,857	$0	$0	$0	$13,239	$0	$25,747	$0	$647,060	$0	$0	$0
POLANOWICZ JOHN
FORMER PRESIDENT UNTIL 5/6/11, MARLB	$0	$0	$0	$0	$217,576	$0	$0	$0	$0	$0	$217,576	$0	$48,731	$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: KAREN MOORE $175,478 JENNIFER DALEY, M.D. $105,048 INCLUDED IN SCH. J COL. C: CHARLES E. CAVAGNARO III, M.D.$569,783 TODD A. KEATING $819,964 CANDRA D. SZYMANSKI $152,662 MILTON ANDERSON $740,207 GEORGE BRENCKLE, PH.D. $567,912 VICTORIA DIAMOND $437,043 SHARON HYLKA $581,383 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 BROWN, DOUGLAS S. $38,688 CAVAGNARO, CHARLES III, M.D. $0 CORBETT, WILLIAM M.D. $24,982 DALY, SHEILA $0 DICKSON, ERIC, M.D. $0 EKSTROM, DEBORAH $15,224 FAIRCHILD, DAVID, M.D. $21,172 FELDMANN, ROBERT $0 FINBERG, ROBERT W., M.D. $0 GREENWOOD, JOHN $15,607 KEATING, TODD A. $39,801 LAPIDAS, GARY N. $43,028 LAPRIORE, CHERYL M. $19,807 MOORE, KAREN $17,170 MULDOON, PATRICK L. $35,174 O'BRIEN, JOHN G. $0 ROACH, STEVEN $0 SHAKMAN, ALICE $21,020 STREETER, MICHELE M. $20,455 SWENSON, DANA $4,905 TOSI, STEPHEN E., M.D. $232,684 SUBTOTAL EXECUTIVES $549,717 KEY EMPLOYEES ANDERSON, MILTON C. $0 BOLLAND ESHGHI, KATHARINE $19,617 BRENCKLE, GEORGE, PH.D. $30,125 CYR, JAMES P. $17,608 DALEY, JENNIFER M.D. $62,021 DAY, THERESE $21,575 DIAMOND, VICTORIA $22,802 FISHER, BARBARA $0 HUDLIN, MARGARET, M.D. $0 HYLKA, SHARON $36,673 KLUGMAN, ROBERT, M.D. $36,319 PHILLIPS, ROBERT A., M.D. $72,987 RANDOLPH, JOHN $0 THOMPSON, DIANE $0 SUBTOTAL KEY EMPLOYEES $319,729 FORMER O/D OR KEY EMPLOYEES POLANOWICZ, JOHN $48,731 BERGAN, THOMAS $52,745 SUBTOTAL FORMER $101,476 TOTAL - ALL $970,922 PART II - DISCLOSURES: 1) DURING CY13 THE MAJORITY OF THE AMOUNT REPORTED IN JOHN O'BRIEN'S COLUMN BIII - OTHER REPORTABLE COMPENSATION ($2,715,210) WAS DUE TO A PAYOUT OF RETIREMENT FUNDS REPRESENTING THE CULMINATION OF MANY YEARS OF RETIREMENT CONTRIBUTIONS, WHICH WERE PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN THOSE PRIOR YEARS. 2) 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 2013. THE NAME OF THE UNRELATED ORGANIZATION IS UMASS MEDICAL SCHOOL. PART III - UNRELATED ORGANIZATION COMPENSATION ALFRED, HOWARD, M.D. $24,667 ANDRIENI, JULIA, M.D. $67,287 BAGLEY, PETER, M.D. $137,240 BROWN, ALAN P., M.D. $63,251 CARLUCCI, DANIEL, M.D. $90,647 FERRUCCI, JOSEPH, M.D. $109,250 FINBERG, ROBERT W., M.D. $302,113 HARLAN, DAVID, M.D. $166,944 KENNEDY, KATHRYN, M.D. $35,403 LASSER, DANIEL H., M.D. $259,918 MESSINA, LOUIS, M.D. $141,653 METZMAKER, JEFFREY N., M.D. $140,107 NOMPLEGGI, DOMINIC, M.D. $170,502 ROSEN, MAX P., M.D. $254,200 ZIEDONIS, DOUGLAS, M.D. $215,714 TAM, STANLEY, M.D. $201,856 LITWIN, DEMETRIUS, M.D. $276,119 BOZORGZADEH, ADEL, M.D. $139,250 AYERS, DAVID C., M.D. $185,672 BUSCONI, BRIAN, M.D. $136,750 TOTAL COMPENSATION $3,118,543	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
MHEFA-MARLBOROUGH HOSPITAL VARIABLE RATE SERIES A
D	042456011		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	$110,277,415	$10,709,415	$5,411,300	$1,384,731	$3,183,269	$95,000,000	2006	0	Yes (1)	Yes (1)
B	$30,062,453		$308,592	$205,455		$29,856,998	2012	0	Yes (1)	Yes (1)	$2,710,000
C	$30,062,772		$517,293	$118,700		$29,944,072	2012	0	Yes (1)	Yes (1)	$2,710,000
D	$9,420,000		$208,184	$93,458		$9,326,542	2009	Yes (1)	Yes (1)	Yes (1)	$975,000

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		0.00000	0.00000	Yes (1)
C	0		0.00000	0.00000	Yes (1)
D	0		0.00000	0.00000	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	0
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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I - BOND ISSUES	MHEFA - UMASS MEMORIAL, SERIES D MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES E MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES F MHEFA - 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
PART I - BOND ISSUE	PART I COLUMN (C ) CUSIP #: 57586CLP8 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	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	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	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	PART I COLUMN (C ) CUSIP #: 57586EUS8 - 57586EUT6 - 57586EUU3 - 57586EUV1 - 57586EUW9 - 57586EUX7 - 57586EVE8 - 57586EUY5 - 57586EVF5 - 57586EUZ2 - 57586EVG3 - 57586EVA6 - 57586EVH1 - 57586EVB4 - 57586EVJ7 - 57586EVC2 - 57586EVD0 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	PART I COLUMN (C ) CUSIP #: 57583UGP7 - 57583UGQ5 - 57583UGR3 - 57583UGS1 - 57583UGT9 - 57583UGU6 - 57583UGV4 - 57583UGW2 - 57583UHC5 - 57583UGX0 - 57583UGY8 - 57583UGZ5 - 57583UHA9 - 57583UHB7 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 $3,183,269, LESS ISSUE DISCOUNT OF ($960,668), EQUALS LINE 3 OF $110,277,415. 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	$19,679
D	$16,978,713	$20,024,254	$19,971,500	2010	Yes (1)	Yes (1)	$28,500	$24,254	$163,876

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	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
C	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
D	0	0	0	0	0.00000	0.00000	0.00000	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	$18,575,000	$61,833,836	$2,284,688	$60,734,797	$1,099,039	2010	0	Yes (1)	Yes (1)
B	$12,270,030	$20,005,301	$156,173		$33,031	2011	0	Yes (1)	Yes (1)	$5,301	$19,966,969
C	$10,850,000	$92,293,778	$4,347,869	$91,585,463	$1,235,315	2011	Yes (1)	Yes (1)	Yes (1)
D	$8,930,649	$20,013,504	$208,789		$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	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
C	0	0	0	0	0.00000	0.00000	0.00000	0	0	Yes (1)
D	0	0	0	0	0.00000	0.00000	0.00000	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

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

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MDFA-UMASS MEMORIAL MASTER LEASE	BusinessNameLine1

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
Bond Issued	2013-08-14	BondIssuedDt
Issue Price	$20,000,000	IssuePriceAmt
Purpose	CAPITAL EQUIPMENT	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$3,509,826	RetiredAmt
Total Proceeds	$20,000,723	TotalProceedsAmt
Capitalized Interest	$209,864	CapitalizedInterestAmt
Issuance Costs From Proceeds	$36,810	IssuanceCostsFromProceedsAmt
Working Capital Expenditures	$723	WorkingCapitalExpendituresAmt
Capital Expenditures	$19,963,190	CapitalExpendituresAmt
Substantial Completion	2013	SubstantialCompletionYr
Current Refunding	0	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	Yes (1)	Form8038TFiledInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

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	$279,108	0	Yes (1)	Yes (1)
THOMAS CUMMINGS
FORMER CEO OF MARLBOROUGH HOSPITAL	CSV OF LIFE INSURANCE	Yes (X)	$377,630	$217,279	0	Yes (1)	Yes (1)
WILLIAM J WILLIAMS
FORMER OFFICER OF HEALTHALLIANCE HOSPITALS, INC.	CSV OF LIFE INSURANCE	Yes (X)	$1,981,627	$3,935,987	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$4,432,374	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (14 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
ROBERT KLUGMAN MD
KEY EMPLOYEE (UNTIL 9/30/13)	$210,071	RENTAL OF PROPERTY - EXPENSE	0
FERNANDO CATALINA MD
BOD	$290,261	RENTAL OF PROPERTY - INCOME	0
ANTHONY J MERCADANTE
BOD	$437,279	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	$209,570	RENTAL OF PROPERTY - EXPENSE	0
ERIC W DICKSON MD
OFFICER/BOD	$300,197	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)
CURRENT DIRECTOR	$840,118	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)	$94,947	EMPLOYMENT ARRANGEMENT W/ UMM MEDICAL CENTER, INC.	0
JOANNE D'ONFRO
FAMILY MEMBER OF PAUL D'ONFRO, DIRECTOR	$48,634	EMPLOYMENT ARRANGEMENT W/ HA HOSPITALS, INC.	0
ELLEN CARLUCCI
FAMILY MEMBER OF DANIEL CARLUCCI, M.D., DIRECTOR	$124,725	EMPLOYMENT ARRANGEMENT W/ MARLBOROUGH HOSPITAL	0
KATHRYN C MAY
FAMILY MEMBER OF DEBORAH EKSTROM, OFFICER OF CHL, INC.	$42,647	EMPLOYMENT ARRANGEMENT W/ UMM MEDICAL CENTER, INC.	0
EILEEN HENRICKSON RN
FAMILY MEMBER OF DEBORAH EKSTROM, OFFICER OF CHL, INC.	$114,568	EMPLOYMENT ARRANGEMENT W/ UMM MEDICAL CENTER, INC.	0
KAREN BUCKLEY RN
FAMILY MEMBER OF MARY CARLSON, DIRECTOR OF MARLBOROUGH HOSPITAL	$63,507	EMPLOYMENT ARRANGEMENT W/ MARLBOROUGH HOSPITAL	0
ELAINE GRANVILLE RN
FAMILY MEMBER OF CHERYL LAPRIORE, CURRENT OFFICER & DIRECTOR	$80,830	EMPLOYMENT ARRANGEMENT W/ UMM MEDICAL CENTER, INC.	0
JOSHUA P SZYMANSKI
FAMILY MEMBER OF CANDRA SZYMANSKI, OFFICER & DIRECTOR (UNTIL 12/13)	$26,392	EMPLOYMENT ARRANGEMENT W/ MARLBOROUGH HOSPITAL	0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCH. L, PART II, LOANS TO AND FROM INTERESTED PERSONS:

NAME OF INTERESTED PERSON, TITLE, ORIGINAL PRINCIPAL AMOUNT, BALANCE DUETHOMAS CUMMINGS, FORMER CEO OF MARLBOROUGH HOSPITAL, $377,630, $217,279WILLIAM J. WILLIAMS, FORMER OFFICER OF HEALTHALLIANCE HOSPITALS, INC., $1,981,627, $3,935,987FLOYD CONNELLY, FORMER DIRECTOR OF CMMIC, INC., $455,570, $279,108TOTAL ORIGINAL PRINCIPAL AMOUNT $2,814,827TOTAL BALANCE DUE $4,432,374AMOUNTS 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 ARE VALUED WELL BELOW THE DISCLOSURE THRESHOLDS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$168,946	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV/SELLING PRICE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	UMASS MEMORIAL HEALTH CARE, INC. UTILIZES THE SERVICES OF UMASS MEMORIAL FOUNDATION, INC. TO SOLICIT DONOR CONTRIBUTIONS, ON OCCASION, THE ORGANIZATION RECEIVES GIFTS OF PUBLICLY TRADED STOCK. ALL GIFTS OF PUBLICLY TRADED STOCK ARE IMMEDIATELY SOLD UPON RECEIPT THROUGH AN INVESTMENT SERVICES FIRM.	ExplanationTxt

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/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	IRC SectionIRCSectionTxt
UMASS MEMORIAL HEALTH VENTURES INC
CAITLIN RAYMOND INTERNATIONAL REGISTRY, INC. - CASH	2014-09-30	$83,542	BOOK VALUE	222605679	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL HEALTH VENTURES INC
CAITLIN RAYMOND INTERNATIONAL REGISTRY, INC. - NOTES RECEIVABLE	2014-09-30	$1,665	BOOK VALUE	222605679	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL HEALTH VENTURES INC
CAITLIN RAYMOND INTERNATIONAL REGISTRY, INC. - OTHER ASSETS	2014-09-30	$13,760	BOOK VALUE	222605679	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
CLINTON HOSPITAL ASSOCIATION
CLINTON HOSPITAL FOUNDATION (EIN: 04-3357881) - CASH	2014-09-30	$123,505	BOOK VALUE	041185520	201 HIGHLAND STREET	CLINTON	MA	01510	501(C)(3)
CLINTON HOSPITAL ASSOCIATION
CLINTON HOSPITAL FOUNDATION (EIN: 04-3357881) - PLEDGES RECEIVABLE	2014-09-30	$281,149	BOOK VALUE	041185520	201 HIGHLAND STREET	CLINTON	MA	01510	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	PERSON(S) INVOLVED: SEVERAL OF THE DIRECTORS OF THE ORGANIZATION ARE ALREADY OFFICERS AND/OR DIRECTORS OF THE TRANSFEREE ORGANIZATION. BOTH ORGANIZATIONS ARE INCLUDED IN THIS GROUP RETURN - GROUP EXEMPTION #3642. THIS INCLUDES:TODD A. KEATINGGARY N. LAPIDASFRANCIS W. SMITHPAUL KANGASJOHN H. BUDDFREDERICK G. CROCKEREDWARD J. PARRY IIIGERARD P. RICHERJOHN G. O'BRIENCHERYL LAPRIOREERIC W. DICKSON, M.D.CAITLIN RAYMOND INTERNATIONAL REGISTRY WAS MERGED INTO ANOTHER ORGANIZATION WITHIN THE UMASS MEMORIAL SYSTEM.SEE ATTACHED MERGER DOCUMENTS.THE CLINTON FOUNDATION 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 2013 - BUDD, JOHN, BOARD MEMBER, PAUL D'ONFRO (BUSINESS), ARTHUR BERGERON (BUSINESS) 2013 - BENNETT, RICHARD, BOARD MEMBER, MARLBOROUGH HOSPITAL (BUSINESS) 2013 - PHILLIPS, ROBERT, KEY EMPLOYEE, JULIA ANDRIENI (FAMILY) VENTURES 2013 - BUDD, JOHN, BOARD MEMBER, PAUL D'ONFRO (BUSINESS), ARTHUR BERGERON (BUSINESS) MEMBER ENTITIES HEALTH ALLIANCE 2013 - CONNORS, MARTIN, BOARD MEMBER, CONFIDENTIAL (BUSINESS) 2013 - CLEMENTI, JOHN, BOARD MEMBER, 80 ERDMAN WAY LLC (BUSINESS) 2013 - CATALINA, FERNANDO, BOARD MEMBER, BOYS & GIRLS CLUB (BUSINESS) CHL 2013 - EKSTROM, DEBORAH, CEO, FIDELITY COOPERATIVE BANK (BUSINESS), FIDELITY MUTUAL HOLDING COMPANY (BUSINESS) MARLBOROUGH 2013 - BENNETT, RICHARD, BOARD MEMBER, MARLBOROUGH SAVINGS BANK (BUSINESS) 2013 - CARLUCCI, DANIEL, BOARD MEMBER, MICHAEL MURPHY (BUSINESS), RICHARD BENNETT (BUSINESS), ELLEN CARLUCCI (FAMILY) WING 2013 - CAVAGNARO, CHARLES, PRESIDENT & CEO, PAUL SCULLY (BUSINESS), STEPHEN LOWELL (BUSINESS), JAMES PHANEUF (BUSINESS), EDWARD NOONAN (BUSINESS), RON CHRISTIANSON (BUSINESS) CLINTON 2013 - PAULHAUS, JR., ROBERT, BOARD MEMBER, PAUL CHERUBINI (BUSINESS) UMM ACO 2013 - NONE UMM MED GROUP 2013 - 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 COPMLETE 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.
PAGE 8 PART VII SECTION B. INDEPENDENT CONTRACTORS - DESCRIPTION OF SERVICE	DESCRIPTION OF SERVICES FOOTNOTE A - SPECIALTY TRADE CONTRACTORS: SUBCONTRACTS TO A VARIETY OF EXHIBIT AND MARKETING SERVICES INCLUDING BUT NOT LIMITED TO: GENERAL CONSULTATION, COST OF MATERIALS AND SUPPLIES, DESIGN, CONSTRUCTION, LABORERS. THIS VENDOR MAY ALSO SUPPLY THEIR OWN LABORERS AS OPPOSED TO SUBCONTRACT.
FORM 990, PART XI, LINE 9:	NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATIONS 1,399,888. PENSION RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST -36,397,693. CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 5,383,263. MISCELLANEOUS -647. NET ASSETS RELEASED FROM RESTRICTION FOR PPE 1,847,105. TEMPORARY RESTRICTED FUND EXPENDITURES -3,295,765. GAIN/(LOSS) ON DISCONTINUED OPERATIONS 12,981. ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -21,732. GAIN/(LOSS) ON TRANSFER OF MEMBERSHIP INTEREST -14,313,460. TRANSFERS FROM RELATED PARTIES 1.
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: 9/30/2014 MARLBOROUGH HOSPITAL; 157 UNION STREET, MARLBOROUGH, MA 01752 EIN: 04-2104693 FISCAL YEAR END: 9/30/2014 UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3374724 FISCAL YEAR END: 9/30/2014 UMASS MEMORIAL HOSPITALS, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3296271 FISCAL YEAR END: 9/30/2014 UMASS MEMORIAL HEALTH VENTURES, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 22-2605679 FISCAL YEAR END: 9/30/2014 UMASS MEMORIAL MEDICAL CENTER, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3358564 FISCAL YEAR END: 9/30/2014 UMASS MEMORIAL MEDICAL GROUP, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-2911067 FISCAL YEAR END: 9/30/2014 UMASS MEMORIAL REALTY, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-2805630 FISCAL YEAR END: 9/30/2014 UMASS MEMORIAL HEALTH CARE, INC. (PARENT); 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3358566 FISCAL YEAR END: 9/30/2014 COMMUNITY HEALTHLINK, INC.; 72 JAQUES AVENUE, WORCESTER, MA 01610 EIN: 04-2626179 FISCAL YEAR END: 9/30/2014 CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC.; 367 PLANTATION STREET, WORCESTER, MA 01605 EIN: 04-2981362 FISCAL YEAR END: 9/30/2014 CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-3172496 FISCAL YEAR END: 9/30/2014 COORDINATED PRIMARY CARE, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-3210002 FISCAL YEAR END: 9/30/2014 HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.; 25 TUCKER ROAD, LEOMINSTER, MA 01453 EIN: 04-2932308 FISCAL YEAR END: 9/30/2014 HEALTHALLIANCE HOSPITALS, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-2103555 FISCAL YEAR END: 9/30/2014 CAITLIN RAYMOND INTERNATIONAL REGISTRY, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 06-1749208 FISCAL YEAR END: 9/30/2014 CLINTON HOSPITAL FOUNDATION, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3357881 FISCAL YEAR END: 9/30/2014 UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 46-2871359 FISCAL YEAR END: 9/30/2014
SCHEDULE H, PART VI - SUPPLEMENTAL INFORMATION - CONTINUED	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 POPULATION 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. WING MEMORIAL HOSPITAL: THE COMMUNITY WING MEMORIAL HOSPITAL AND MEDICAL CENTERS SERVES INCLUDES 17 TOWNS IN HAMPDEN, WORCESTER AND HAMPSHIRE COUNTIES: AGAWAM, BELCHERTOWN, BRIMFIELD, CHICOPEE, EAST LONGMEADOW, HAMPDEN, HOLLAND, LONGMEADOW, LUDLOW, MONSON, PALMER, SPRINGFIELD, WALES, WARE, WARREN, WEST BROOKFIELD AND WILBRAHAM. THE TOWNS THAT MAKE UP THE PRIMARY SERVICE AREA INCLUDE: BELCHERTOWN, LUDLOW, MONSON, PALMER, WARREN AND WILBRAHAM. THE TOWNS THAT MAKE UP THE SECONDARY SERVICE AREA INCLUDE: BRIMFIELD, GRANBY, HAMPDEN, WALES AND WARE. TARGET POPULATIONS FOR WING MEMORIAL'S COMMUNITY BENEFITS INITIATIVES FOCUS ON MEDICALLY-UNDERSERVED AND VULNERABLE GROUPS OF ALL AGES IN WING MEMORIAL'S SERVICE AREA. THE MOST VULNERABLE POPULATIONS INCLUDE CHILDREN, ELDERS, INDIVIDUALS WHO ARE OBESE/OVERWEIGHT, THOSE LIVING IN POVERTY, AND THE UNDERINSURED/UNINSURED. CLINTON HOSPITAL ASSOCIATION: TARGET POPULATIONS FOR CLINTON HOSPITAL'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS WITH A BROAD ARRAY OF STAKEHOLDERS, AND THE DEVELOPMENT OF A COMMUNITY HEALTH NEEDS ASSESSMENT (CHA) 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 INCLUDE KEY STAKEHOLDERS SUCH AS: RESIDENTS, CONSUMERS, COALITIONS, COMMUNITIES OF FAITH, BUSINESSES, SCHOOLS, HEALTH AND HUMAN SERVICE ORGANIZATIONS AND LOCAL AND STATE GOVERNMENTS. OUR TARGET POPULATIONS FOCUS ON MEDICALLY-UNDERSERVED AND VULNERABLE GROUPS OF ALL AGES, AS FOLLOWS: - ELDERLY - YOUTH/CHILDREN - POPULATIONS LIVING IN POVERTY - UNDERSERVED/UNINSURED - ETHNIC AND LINGUISTIC MINORITIES 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.
SCHEDULE H, PART V, QUESTION 13	HEALTHALLIANCE HOSPITAL 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 GAURANTOR COLLECTORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	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)(3)	N/A	N/A	0
WING MEMORIAL HOSPITAL CORPORATION
40 WRIGHT STREET	PALMER	MA	01069	222519813	HOSPITAL	MA	501(C)(3)	3	N/A	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	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/BusinessNameLine1
UMASS MEMORIAL INVESTMENT PARTNERSHIP LLP
ONE BIOTECH PARK 355 PLANTATION ST	WORCESTER	MA	01605	043530755	INVESTMENT MANAGEMENT	MA	N/A	EXCLUDED 514	$37,784,350	$457,383,409	0	-$4,860	Yes (1)	1.00000
UMASS MEMORIAL MRI OF MARLBOROUGH LLC
157 UNION STREET	MARLBOROUGH	MA	01752	202293995	MAGNETIC RESONANCE IMAGING	MA		RELATED	$583,958	$351,727	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	$1,013,065	$1,275,329	0		0	0.60000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	CountryForeignAddress/Country	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/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1
COMMONWEALTH PROFESSIONAL ASSURANCE CO LTD
PO BOX 1051 GT	GRAND CAYMAN	CJ	980226143	INSURANCE	CJ	N/A	C	$5,550,915	$191,248,501	1.00000	0
MEMORIAL OFFICE CONDOMINIUM TRUST
			046616900	CONDOMINIUM ASSOCIATION			T		$453,097	0.53690	0	306 BELMONT STREET	WORCESTER	MA	01604	MA	UMASS MEMORIAL MEDICAL CENTER INC
BIO-LAB INC
			042708828	CLINICAL LABORATORY			S	$1,401,374	$2,257,921	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	$240,844	$228,660	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	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (18 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
L	$25,811,705	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
B	$303,161	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
Q	$599,572	FAIR VALUE
UMASS MEMORIAL HEALTH VENTURES INC
P	$354,454	FAIR VALUE
UMASS MEMORIAL REALTY INC
P	$380,795	FAIR VALUE
MARLBOROUGH HOSPITAL
P	$3,262,903	FAIR VALUE
THE CLINTON HOSPITAL ASSOCIATION
P	$1,573,160	FAIR VALUE
WING MEMORIAL HOSPITAL CORPORATION
P	$1,893,016	FAIR VALUE
CENTRAL NEW ENGLAND HEALTH ALLIANCE INC
P	$4,332,522	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
P	$154,038,955	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
P	$40,011,021	FAIR VALUE
CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER INC
P	$118,974	FAIR VALUE
COMMUNITY HEALTHLINK INC
P	$579,294	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
B	$359,006	FAIR VALUE
UMASS MEMORIAL REALTY INC
J	$3,673,497	FAIR VALUE
THE CLINTON HOSPITAL ASSOCIATION
B	$328,835	FAIR VALUE
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
P	$36,137,297	FAIR VALUE
UMASS MEMORIAL HEALTH VENTURES INC
S	$21,000,000	FAIR VALUE