UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
Tax period: 2012-10-01 to 2013-09-30
Filed: 2014-08-08
IRS object ID: 201402209349300225
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule 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)
Timestamp	2014-08-08T10:43:36-05:00	Timestamp
Tax Period End Date	2013-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	042684828	EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	912155626	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UMASS MEMORIAL HEALTH CARE INC	BusinessNameLine1
Business Name Line2	& AFFILIATES - GROUP RETURN	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	UMAS	NameControl
Phone	5083340496	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	SERGIO MELGAR	Name
Title	EVP/CFO/TREASURER	Title
Phone	5083340496	Phone
Date Signed	2014-07-16	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ALAN GAROFALO	Name
PTIN	P00744592	PTIN
Phone	6177427788	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	SERGIO MELGAR	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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	2759187032	GrossReceipts
Group Return For Affiliates	1	GroupReturnForAffiliates
All Affiliates Included	1	AllAffiliatesIncluded
Group Exemption Number	3642	GroupExemptionNumber
Organization501c3	X	Organization501c3
Web Site	WWW.UMASSMEMORIAL.ORG	WebSite
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	201	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	115	NbrIndependentVotingMembers
Total Nbr Employees	16343	TotalNbrEmployees
Total Nbr Volunteers	1346	TotalNbrVolunteers
Total Gross UBI	8841226	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	18486920	ContributionsGrantsPriorYear
Contributions Grants Current Year	9831011	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	2551874632	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2475711754	ProgramServiceRevenueCY
Investment Income Prior Year	-1602742	InvestmentIncomePriorYear
Investment Income Current Year	112241056	InvestmentIncomeCurrentYear
Other Revenue Prior Year	44638442	OtherRevenuePriorYear
Other Revenue Current Year	15990297	OtherRevenueCurrentYear
Total Revenue Prior Year	2613397252	TotalRevenuePriorYear
Total Revenue Current Year	2613774118	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2056000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	3477289	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1225466308	SalariesEtcPriorYear
Salaries Etc Current Year	1241420589	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	1213795	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	970011	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1382216501	OtherExpensePriorYear
Other Expenses Current Year	1317174393	OtherExpensesCurrentYear
Total Expenses Prior Year	2610952604	TotalExpensesPriorYear
Total Expenses Current Year	2562072271	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2444648	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	51701847	RevenuesLessExpensesCY
Total Assets BOY	2000206154	TotalAssetsBOY
Total Assets EOY	2152708574	TotalAssetsEOY
Total Liabilities BOY	1364049191	TotalLiabilitiesBOY
Total Liabilities EOY	1262465868	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	636156963	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	890242706	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	UMASS MEMORIAL HEATLH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	1161573921	Expense
Grants	2400000	Grants
Revenue	1388722679	Revenue
Description	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 2013 KEY STATISTICS - TOTAL DISCHARGES: 38,403 TOTAL SURGICAL CASES: 29,648 TOTAL ER VISITS: 134,891	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	417243458	Expense
Revenue	447632422	Revenue
Description	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.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	291818318	Expense
Grants	77289	Grants
Revenue	346096417	Revenue
Description	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.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	74766438	Expense
Grants	1000000	Grants
Revenue	293910134	Revenue
Description	UMASS MEMORIAL COMMUNITY HOSPITALSTHE UMASS MEMORIAL COMMUNITY HOSPITALS (CLINTON HOSPITAL, HEALTH ALLIANCE HOSPITALS, INC., MARLBOROUGH HOSPITAL, WING MEMORIAL HOSPITAL AND MEDICAL CENTERS) ARE COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF THE COMMUNITIES THAT THEY SERVE THROUGH EXCELLENCE IN CLINICAL CARE AND SERVICE.O 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 2013 KEY STATISTICS -TOTAL DISCHARGES: 14,710TOTAL SURGICAL CASES: 9,641TOTAL ER VISITS: 125,825	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	74766438	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	1000000	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	293910134	TotalOfOtherProgramServiceRev
Total Program Service Expense	1945402135	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	1	ReportProgRelInvest
Report Other Assets	1	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	1	Hospital
Financial Stmt Attached	1	FinancialStmtAttached
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	1	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	1	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	1	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	2088	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	16343	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	201	NbrVotingGoverningBodyMembers
Number Independent Voting Members	115	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	1	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Field	Value	IRS element (for citing)
Telephone Number	5083340496	TelephoneNumber

Address US AddressUS

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	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (162 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
ANDRIENI JULIA MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	31.00	X	304253	0	25142
BROWN ALAN P MD
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	31.00	X	189608	0	33379
BROWN DOUGLAS S
SECRETARY, UMASS MEMORIAL HEALTH CARE, INC.; SR VP	40.00	X	531712	0	218497	X
CARLUCCI DANIEL MD
DIRECTOR, MARLBOROUGH HOSPITAL	32.00	X	312927	0	27123
CAVAGNARO III CHARLES MD
PRESIDENT, WING MEMORIAL HOSPITAL	40.00	X	388591	0	218011	X
COFONE MICHAEL J
INTERIM PRESIDENT, CENTRAL NEW ENGLAND HEALTHALLIA	40.00	X	291379	0	23427	X
CORBETT WILLIAM MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.00	X	392975	0	100060
DALY SHEILA
PRESIDENT, DIRECTOR, CLINTON HOSPITAL ASSOCIATION	40.00	X	286008	0	135083	X
DICKSON ERIC W MD
PRESIDENT & CEO, UMASS MEMORIAL HEALTH CARE, INC.	40.00	X	545340	0	168423	X
FAIRCHILD DAVID MD
DIRECTOR, UMASS MEMORIAL HOSPITALS, INC.	40.00	X	450045	0	87215
FERGUSON R KEVIN MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	40.00	X	219260	0	34758
FERRUCCI JOSEPH MD
DIRECTOR, CMMIC, INC.	32.00	X	383230	0	39112
FINBERG ROBERT W MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	20.00	X	299143	0	159525
GOTTLIEB PHILIP D MD
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	40.00	X	373805	0	44328
KEATING TODD A
TREASURER & CFO, DIRECTOR, UMASS MEMORIAL HEALTH C	40.00	X	606611	0	292549	X
KENNEDY KATHRYN MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	36.00	X	286961	0	40429
LAPIDAS GARY N
PRESIDENT, DIRECTOR, UNTIL 1/18/13 UMASS MEMORIAL	40.00	X	478212	0	214570	X
LAPRIORE CHERYL M
PRESIDENT, DIRECTOR, UMASS MEMORIAL HEALTH VENTURE	40.00	X	298443	0	93310	X
LASSER DANIEL H MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	20.00	X	269881	0	172588
MAGUIRE DAVID L MD
DIRECTOR, WING MEMORIAL HOSPITAL	40.00	X	250203	0	11174
MATTA LALITA MD
DIRECTOR, MARLBOROUGH HOSPITAL	24.00	X	129859	0	25242
MESSINA LOUIS MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	36.00	X	632105	0	40438
METZMAKER JEFFREY N MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	29.00	X	407081	0	37438
MOORE KAREN
PRESIDENT, DIRECTOR, UNTIL 3/25/13 MARLBOROUGH HOS	40.00	X	328862	0	309053	X
MULDOON PATRICK L
PRESIDENT, UMM MEDICAL CENTER & PRESIDENT, COORDIN	40.00	X	528963	0	238516	X
O'BRIEN JOHN G
PRESIDENT & CEO UNTIL 2/25/13, UMASS MEMORIAL HEAL	40.00	X	4053252	0	720966	X
OKIKE O NSIDINANYA MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	40.00	X	522904	0	42755
O'LEARY DANIEL MD
DIRECTOR, COORDINATED PRIMARY CARE, INC.	25.00	X	156913	0	1142
PAPPAS ARTHUR MD
DIRECTOR, UMASS MEMORIAL HOSPITALS, INC.	16.00	X	13874	0	2015
ROSEN MAX P MD
DIRECTOR, CENTRAL MASSACHUSETTS MAGNETIC IMAGING C	24.00	X	156569	0	6706
SCHOONOVER LINDA MD
DIRECTOR, WING MEMORIAL HOSPITAL	24.00	X	146008	0	24850
SEYMOUR-ROUTE PAULETTE PHD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	40.00	X	4198	0	28614
SOAR BART MD
DIRECTOR, WING MEMORIAL HOSPITAL	40.00	X	163534	0	17386
SWENSON DANA
PRESIDENT/DIRECTOR, UMASS MEMORIAL REALTY, INC.	40.00	X	295467	0	113855	X
SZYMANSKI CANDRA
INTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL	40.00	X	185204	0	15113	X
TOSI STEPHEN E MD
DIRECTOR, CLINTON HOSPITAL ASSOCIATION; SR VP, CHI	40.00	X	658479	0	265896
WESOLOWSKI PAUL
DIRECTOR, COORDINATED PRIMARY CARE, INC.	40.00	X	56780	0	1577
ZIEDONIS DOUGLAS MD
PRESIDENT, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM	20.00	X	224040	0	38658	X
ALLEN GAIL
DIRECTOR, HEALTH ALLIANCE HOSPITALS, INC.	1.00	X	0	0	0
ANDERSON ELAINE
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
ANTONIONI ROBERT
DIRECTOR UNTIL 9/17/12, UMASS MEMORIAL BEHAVIORAL	1.00	X	0	0	0
BABINEAU ROBERT JR MD
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
BENNETT DAVID L
CHAIRPERSON, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
BENNETT RICHARD K
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
BERGERON ARTHUR
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
BERKEY DENNIS D
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
BERRY SARAH G
EMERITA TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
BOUDREAU NORMAN
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
BOVENZI LESLIE
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
BUDD JOHN H
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
CARLSON MARY
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
CATALINA FERNANDO MD
VICE CHAIRPERSON, CENTRAL NEW ENGLAND HEALTHALLIAN	1.00	X	0	0	0
CHERUBINI J PAUL
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
CHRISTENSEN RONALD
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
CLEMENTI JOHN
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
COLLINS MICHAEL MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
CONNORS MARTIN JR
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
COOLIDGE KATHERINE
VICE CHAIRPERSON, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
CORNELL LOIS D
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
CROCKER FREDERICK G
DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC.	1.00	X	0	0	0
D'ALELIO EDWARD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
DAVIS DIX F
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
DENNEHY RAYMOND III
CHAIRPERSON, HEALTH ALLIANCE HOME HEALTH AND HOSPI	1.00	X	0	0	0
DIGERONIMO ARTHUR P JR
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
DITULLIO DANIEL
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
DOBECK PAM
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
D'ONFRO PAUL
CHAIRPERSON, CENTRAL NEW ENGLAND HEALTHALLIANCE, I	1.00	X	0	0	0
FITCH ROGER
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
FLOTTE TERENCE MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
GIBLIN DAVID R
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
GRAY JENNIFER
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
HAVELES ROBERT
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
HENEBRY CLARK
TREASURER & CLERK, CLINTON FDN; DIRECTOR, CLINTON	1.00	X	0	0	0	X
HEWITT FRANK
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
HOLLISTER MATT
FIRST VICE PRESIDENT, CLINTON HOSPITAL FOUNDATION,	1.00	X	0	0	0
JACOBSON M HOWARD
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
JOHNSON JOANNE
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
KANGAS PAUL
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
KAPLAN DANIEL
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	1.00	X	0	0	0
KATSOUNAKIS THEA
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
KNOX PETER
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
LENHARDT STEPHEN W SR
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
LOWELL STEVEN
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
LYONS CYNTHIA
DIRECTOR UNTIL 11/2012, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
LYONS MICHAEL MD
DIRECTOR UNTIL 9/30/13, CENTRAL NEW ENGLAND HEALTH	1.00	X	0	0	0
MACNEILL HARRIS L
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
MANZI EDWARD
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
MARTIN DONATA
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
MCGRAIL WILLIAM ESQUIRE
CHAIRPERSON, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
MCMAHON RICHARD MD
DIRECTOR UNTIL 12/30/12, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
MCMULLEN CYNTHIA M EDD
EMERITA TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
MCNAMARA MARY ELLEN
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
MENDOZA STEVEN
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
MERCADANTE ANTHONY J
DIRECTOR, HEALTH ALLIANCE HOME HEALTH AND HOSPICE,	1.00	X	0	0	0
MITCHELL LINDA
DIRECTOR UNTIL 6/1/13, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
MOLLOY ANN K
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
MORRILLY DARLENE
DIRECTOR, HEALTH ALLIANCE HOME HEALTH AND HOSPICE,	1.00	X	0	0	0
MURPHY MICHAEL D
VICE CHAIRPERSON, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
NOONAN EDWARD J
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
PAEN GENARO
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
PARRY EDWARD J III
VICE CHAIRPERSON, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
PAULINO JEANNE
PRESIDENT, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0	X
PEDERSON THORU
EMERITUS TRUSTEE, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
PEREZ JUDGE LUIS
DIRECTOR UNTIL 1/13/13, CENTRAL NEW ENGLAND HEALTH	1.00	X	0	0	0
PHANEUF JAMES
CHAIRPERSON, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
PONGOR PAUL J MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
PURCELL PHILIP E
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
RICHER GERALD P
DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC.	1.00	X	0	0	0
RIVARD MICHAEL
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
SANCHEZ CAROL
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
SCULLY PAUL
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
SHEA JOHN ESQUIRE
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
SHELTON ROBERT LESLIE MD
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
SIEGRIST RICHARD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
SIMMONS IRINA
DIRECTOR UNTIL 2/2013, UMASS MEMORIAL HEALTH CARE,	1.00	X	0	0	0
ST AMAND JAMES
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
STARR STANLEY B JR
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
STECYK MARKIAN MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
SULLIVAN WILLIAM F SR
DIRECTOR UNTIL 11/4/2012, UMASS MEMORIAL HEALTH VE	1.00	X	0	0	0
TAYLOR HARVEY MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
TURLEY PATRICK
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
WEISBERG OREN MD
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
WHITNEY MARY
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
WILSON JACK
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
YOUNG LYNDA M
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
ALLICON KEARY T
TREASURER, WING MEMORIAL HOSPITAL	40.00		165712	0	61925	X
BRONHARD JOHN
INTERIM TREASURER, CENTRAL NEW ENGLAND HEALTHALLIA	40.00		150285	0	6668	X
CROTEAU MAUREEN
SECRETARY, CLINTON HOSPITAL ASSOCIATION	40.00		32783	0	12172	X
D'AMBRA ANN-MARIA
SECRETARY, MARLBOROUGH HOSPITAL	40.00		49373	0	25711	X
EKSTROM DEBORAH
PRESIDENT, COMMUNITY HEALTHLINK, INC.	40.00		252864	0	151882	X
FELDMANN ROBERT
TREASURER, UMASS MEMORIAL LABORATORIES, INC.	40.00		314111	0	194540	X
FRAKER MURIEL E ESQUIRE
FORMER SECRETARY UNTIL 3/27/12, UMASS MEMORIAL MED	40.00		184867	0	110230	X
MCCUE STEVEN
TREASURER, MARLBOROUGH HOSPITAL	40.00		197255	0	41035	X
MILLER LAUREN B
SECRETARY, WING MEMORIAL HOSPITAL	40.00		79277	0	11957	X
MORABITO NANCY E
SECRETARY, UNTIL 3/28/13 CLINTON HOSPITAL ASSOCIAT	32.00		46083	0	8689	X
MORIN LYNN A
SECRETARY, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC	40.00		84543	0	5897	X
O'BRIEN WILLIAM H
SECRETARY, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM	40.00		121253	0	73887	X
OLSON JEFFREY
TREASURER, CLINTON HOSPITAL ASSOCIATION	40.00		139290	0	21830	X
SHAKMAN ALICE
PRESIDENT, CENTRAL MASSACHUSETTS MAGNETIC IMAGING	40.00		291254	0	31149	X
SMITH FRANCIS W
CLERK, UMM HEALTH VENTURES, INC. & UMM MED GROUP,	40.00		190672	0	76009	X
STREETER MICHELE M
TREASURER, UMASS MEMORIAL MEDICAL GROUP, INC.; EXE	40.00		373330	0	193075	X
ANDERSON MILTON C
SR. VP, CHIEF HR OFFICER	40.00		529912	0	88069		X
BLUTE MICHAEL MD
FORMER DIRECTOR UNTIL 3/31/2012, CANCER CENTER OF	40.00		141719	0	133970		X
BOLLAND ESHGHI KATHARINE
VP, DEPUTY GENERAL COUNSEL	40.00		338695	0	67056		X
BRENCKLE GEORGE PHD
SR. VP, CHIEF INFORMATION OFFICER	40.00		385261	0	164172		X
CYR JAMES P
SR VP, HEART AND VASCULAR DISEASES	40.00		266309	0	41819		X
DALEY JENNIFER MD
EXECUTIVE VP, CHIEF OPERATING OFFICER, UNTIL 3/18/	40.00		593638	0	919806		X
DIAMOND VICTORIA
SR. VP, OPERATIONS	40.00		379990	0	174782		X
ETTINGER WALTER H MD
FORMER PRESIDENT - MEDICAL CENTER, UNTIL 1/20/12	40.00		128625	0	249000		X
FISHER BARBARA
SR. VP, OPERATIONS	40.00		336028	0	140830		X
HUDLIN MARGARET MD
CHIEF MEDICAL OFFICER/VP PERIOPERATIVE SVCS	40.00		333780	0	36178		X
HYLKA SHARON
SR. VP, HOSPITAL ADMIN.	40.00		420176	0	284804		X
KLUGMAN ROBERT MD
CHIEF QUALITY OFFICER	40.00		501084	0	284146		X
KRUGER NANCY
SR. VP, CHIEF NURSING OFFICER, UNTIL 6/29/12	40.00		319806	0	68870		X
PHILLIPS ROBERT A MD
MED DIR, HEART & VASCULAR COE, UNTIL 6/7/13	40.00		844144	0	302160		X
RANDOLPH JOHN T
VP, CHIEF COMPLIANCE OFFICER	40.00		248138	0	171007		X
LITWIN DEMETRIUS MD
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	27.00		708522	0	39783			X
TAM STANLEY MD
PHYSICIAN, CHIEF OF CARDIOTHORACIC SURGERY - MED G	30.00		707593	0	39112			X
AROUS ELIAS J MD
PHYSICIAN, ASSOC. CHIEF MEDICAL OFFICER, CHIEF OF	32.00		595081	0	37438			X
AYERS DAVID C MD
PHYSICIAN, CHAIR OF ORTHOPEDICS AND PHYSICAL REHAB	33.00		594456	0	39112			X
BOZORGZADEH ADEL MD
PHYSICIAN, CHIEF OF ORGAN TRANSPLANTATION - MED GR	32.00		588599	0	39873			X
CHANDLER WILLIS
FORMER DIRECTOR UNTIL 12/31/11, CLINTON HOSPITAL A	0.00		36251	0	61315				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	27493438	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	8478881	TotalOtherCompensation
Number Individuals GT100 K	2593	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	1	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
XEROX BUSINESS SVCS LLC
PO BOX 201322	DALLAS	TX	75320	I/S MANAGEMENT SERVICES	28938466
MCKINSEY & CO INC
PO BOX 7247-7255	PHILADELPHIA	PA	181707255	CONSULTING SERVICES	12775000
TURNER CONSTRUCTION
2 SEAPORT LANE	BOSTON	MA	02210	SEE FOOTNOTE A	8586457
DELOITTE CONSULTING
PO BOX 7247-6447	PHILADELPHIA	PA	191706447	CONSULTING SERVICES	8289502
MORRISON MANAGEMENT SPECIALISTS
PO BOX 102299	ATLANTA	GA	30368	DIETARY MANAGEMENT SERVICE	5376569

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	147	NumberOfContractorsGT100K
Fundraising Events	368781	FundraisingEvents
Related Organizations	333135	RelatedOrganizations
Government Grants	5120392	GovernmentGrants
All Other Contributions	4008703	AllOtherContributions
Noncash Contributions	159892	NoncashContributions
Total Contributions	9831011	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
NET PATIENT SERVICE RE	900099	1868084417	1868084417
SPECIAL MEDICAID PAYME	900099	188000001	188000001
AFFILIATE RELATED PROG	900099	166045532	166045532
SYSTEM ALLOCATION REVE	900099	161874538	161874538
OTHER PSR & JV	900099	66930536	65455252	$1,475,284

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	24776730	TotalRevenueColumn
Related Or Exempt Function Income	24776730	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	2475711754	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	11276731	TotalRevenueColumn
Related Or Exempt Function Income	36387	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-423	UnrelatedBusinessRevenue
Exclusion	$11,240,767	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	73187	TotalRevenueColumn
Exclusion	$73,187	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	2281717	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	805230	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	1476487	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1476487	TotalRevenueColumn
Exclusion	$1,476,487	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	244743603	Securities
Other	95893	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	143283198	Securities
Other	591973	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	101460405	Securities
Other	-496080	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	100964325	TotalRevenueColumn
Related Or Exempt Function Income	-2502	RelatedOrExemptFunctionIncome
Exclusion	$100,966,827	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	1157271	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	368781	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	732513	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	424758	TotalRevenueColumn
Exclusion	$424,758	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Unrelated Business RevenueUnrelatedBusinessRevenue	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
LAB OUTREACH PROGRAM	621500	8142507	8142507
OTHER REVENUE	900099	4114347	699142	2091297	$1,323,908
SUBLEASE INCOME	900099	1759011			$1,759,011

Field	Value	IRS element (for citing)
Total Other Revenue	14015865	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2613774118	TotalRevenueColumn
Related Or Exempt Function Income	2476361652	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	8841226	UnrelatedBusinessRevenue
Exclusion	$118,740,229	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	3400000	Total
Program Services	3400000	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	77289	Total
Program Services	77289	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	30988988	Total
Program Services	12296764	ProgramServices
Management And General	18692224	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	934281081	Total
Program Services	802845193	ProgramServices
Management And General	131006618	ManagementAndGeneral
Fundraising	429270	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	75613565	Total
Program Services	64708913	ProgramServices
Management And General	10898618	ManagementAndGeneral
Fundraising	6034	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	135664704	Total
Program Services	114124883	ProgramServices
Management And General	21502442	ManagementAndGeneral
Fundraising	37379	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	64872251	Total
Program Services	55368532	ProgramServices
Management And General	9485948	ManagementAndGeneral
Fundraising	17771	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	829084	Total
Program Services	90835	ProgramServices
Management And General	738249	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2052934	Total
Program Services	3966	ProgramServices
Management And General	2048968	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1111279	Total
Management And General	1111279	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	435175	Total
Program Services	435175	ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	892801	Total
Management And General	892801	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	59567187	Total
Program Services	47294151	ProgramServices
Management And General	12138002	ManagementAndGeneral
Fundraising	135034	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2889374	Total
Program Services	640018	ProgramServices
Management And General	2183384	ManagementAndGeneral
Fundraising	65972	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	24216404	Total
Program Services	19468092	ProgramServices
Management And General	4725399	ManagementAndGeneral
Fundraising	22913	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	17814720	Total
Program Services	2462304	ProgramServices
Management And General	15352416	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	79076395	Total
Program Services	51172287	ProgramServices
Management And General	27897942	ManagementAndGeneral
Fundraising	6166	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2143700	Total
Program Services	1798511	ProgramServices
Management And General	341883	ManagementAndGeneral
Fundraising	3306	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1366531	Total
Program Services	958798	ProgramServices
Management And General	404409	ManagementAndGeneral
Fundraising	3324	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	16635202	Total
Program Services	15966864	ProgramServices
Management And General	668338	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	94028704	Total
Program Services	72683035	ProgramServices
Management And General	21345669	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	53935822	Total
Program Services	22855922	ProgramServices
Management And General	31079900	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PURCHASED SERVICES	448929335	237094229	211702763	132343
MEDICAL SUPPLIES	233372110	192611816	40760294
MEDICAL EDUCATION SERVI	137750000	137750000
SYSTEM OVERHEAD ACTIVIT	104463556	63481382	40982174

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	35664080	Total
Program Services	25813176	ProgramServices
Management And General	9740405	ManagementAndGeneral
Fundraising	110499	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2562072271	Total
Program Services	1945402135	ProgramServices
Management And General	615700125	ManagementAndGeneral
Fundraising	970011	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	175920045	BOY
EOY	88620545	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	95309671	BOY
EOY	68336977	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	2365049	BOY
EOY	2360031	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	344055341	BOY
EOY	285713717	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	4239536	BOY
EOY	4195940	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	30033937	BOY
EOY	32068443	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	25047714	BOY
EOY	25006123	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	25116769	BOY
EOY	20405576	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1658661550	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	963137816	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	696523029	BOY
EOY	695523734	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	383112009	BOY
EOY	453010564	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	143268414	BOY
EOY	129979998	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	13175619	BOY
EOY	48616496	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	608060	BOY
EOY	568745	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	61430961	BOY
EOY	298301685	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2000206154	BOY
EOY	2152708574	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	314454122	BOY
EOY	307010702	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	5206847	BOY
EOY	10747258	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	367082810	BOY
EOY	354202240	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	55106326	BOY
EOY	71017624	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	29416760	BOY
EOY	27491001	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	592782326	BOY
EOY	491997043	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1364049191	BOY
EOY	1262465868	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	482080876	BOY
EOY	729998071	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	74240870	BOY
EOY	80424280	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	79835217	BOY
EOY	79820355	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	636156963	BOY
EOY	890242706	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2000206154	BOY
EOY	2152708574	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	51701847	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	22942932	ReconciliationUnrealizedInvest
Reconcilation Other Changes	179440964	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	0	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	1	GrantsOtherOrganizations
Grants Other Organizations	$194,862	GrantsOtherOrganizationsAmount
Direct Contact Legislators	0	DirectContactLegislators
Rallies Demonstrations	1	RalliesDemonstrations
Rallies Demonstrations	$240,313	RalliesDemonstrationsAmount
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	435175	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	109418023	BeginningOfYearBalance
Investment Earnings Or Losses	8142465	InvestmentEarningsOrLosses
Other Expenditures	-5098294	OtherExpenditures
End Of Year Balance	112462194	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	98294963	BeginningOfYearBalance
Contributions	2557800	Contributions
Investment Earnings Or Losses	12021986	InvestmentEarningsOrLosses
Other Expenditures	3456726	OtherExpenditures
End Of Year Balance	109418023	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	104017758	BeginningOfYearBalance
Contributions	316330	Contributions
Investment Earnings Or Losses	-2402463	InvestmentEarningsOrLosses
Other Expenditures	3636662	OtherExpenditures
End Of Year Balance	98294963	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	98561352	BeginningOfYearBalance
Contributions	1245442	Contributions
Investment Earnings Or Losses	5785214	InvestmentEarningsOrLosses
Other Expenditures	1574250	OtherExpenditures
End Of Year Balance	104017758	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	97341571	BeginningOfYearBalance
Contributions	172660	Contributions
Investment Earnings Or Losses	510787	InvestmentEarningsOrLosses
Other Expenditures	-536334	OtherExpenditures
End Of Year Balance	98561352	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	0.71000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.29000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	16504747	OtherCostOrOtherBasis
Book Value	16504747	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	855223125	OtherCostOrOtherBasis
Depreciation	480227439	Depreciation
Book Value	374995686	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	24960669	OtherCostOrOtherBasis
Depreciation	14262001	Depreciation
Book Value	10698668	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	688178305	OtherCostOrOtherBasis
Depreciation	463599110	Depreciation
Book Value	224579195	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	73794704	OtherCostOrOtherBasis
Depreciation	5049266	Depreciation
Book Value	68745438	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	695523734	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (9 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
TIFF ABSOLUTE RETURN POOL (6,291 SHARES)	26477471	F
TIFF PRIVATE EQUITY PARTNERS 2006 (2,812,830 SHARES)	2582772	F
FRANK RUSSELL GLOBAL PRIVATE EQUITY FUND (497,714 SHARES)	382370	F
BENEFICIAL INTEREST IN TRUSTS	77537199	F
AETOS CAPITAL LONG/SHORT STRATEGIES (70,908 SHARES)	7441167	F
AETOS CAPITAL DISTRESSED INV STRATEGIES (23,360 SHARES)	3271891	F
AETOS CAPITAL MULTI-STRATEGY ARBITRAGE (39,011 SHARES)	4607795	F
MPPLTD/PORTFOLIO CLASS A (2,333 SHARES)	176323	F
TIFF ABSOLUTE RETURN POOL CLASS C (3,876 SHARES)	7503010	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	129979998	TotalOfBookValueSecurities

Other Assets OtherAssets (7 entries)

DescriptionDescription	Book ValueBookValue
DUE FROM RELATED PARTIES	106050402
CSV LIFE INSURANCE	635012
MALPRACTICE TAIL COVERAGE	30135892
DUE FROM CLINTON HOSPITAL FOUNDATION	1217696
LONG TERM SECURITY DEPOSITS	207722
OTHER NON-CURRENT ASSETS	54961
RECEIVABLE FROM MEDICAID	160000000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	298301685	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (12 entries)

DescriptionDescription	AmountAmount
DUE TO UMASS MEDICAL SCHOOL	$61,445,602
THIRD PARTY LIABILITIES	$58,494,347
DUE TO RELATED PARTIES	$104,500,453
ACCRUED PENSION POST RETIREMENT BENEFITS	$182,917,886
O/S LOSS RESERVES	$32,603,135
ESTIMATED MALPRACTICE COSTS	$30,186,145
OTHER	$4,369,210
ANNUITY PAYABLE	$3,235,444
LT LIABILITY ARO	$10,656,876
ACCRUED LT LIABILITIES	$3,468,820
CLAIMS RESERVES	$89,125
MEDICARE RESERVES	$30,000

Field	Value	IRS element (for citing)
Total Of Amounts	491997043	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	FIN 48 FOOTNOTE: INCOME TAXES: THE SYSTEM FOLLOWS A TWO-STEP APPROACH FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE SUBSTANTIAL MAJORITY OF UMASS MEMORIAL AND ITS AFFILIATE ENTITIES ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THESE ENTITIES WILL NOT INCUR ANY LIABILITY FOR FEDERAL INCOME TAXES EXCEPT FOR TAX ON UNRELATED BUSINESS INCOME. 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.
		PART V ENDOWMENT FUNDS QUESTION 3 A (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 WING - YES BANK OF AMERICA HOLDS 3 TRUST FUNDS FOR WING MEMORIAL HOSPITAL: DORNOE PARKER TRUST, RATHBONE 1950 TRUST, RATHBONE 1951 TRUST BANK OF AMERICA HOLDS 3 TRUST FUNDS FOR WING MEMORIAL HOSPITAL THAT THEY HAVE PARTIAL INTEREST IN: OTTOLIE BROWN AND THEODORE NORMAN TRUST FUNDS INTEREST IS PAID TO WING. BANK OF AMERICA IS AN UNRELATED ORGANIZATION. 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	X	MailSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Special Fundraising Events	X	SpecialFundraisingEvents
Agreement Ref Fundraising	0	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

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

Address US AddressUS

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	Activity
Fundraiser Control Of Funds	1	FundraiserControlOfFunds
Gross Receipts	1129201	GrossReceipts
Amount Retained By Contractor	52694	AmountRetainedByContractor
Net To Organization	1076507	NetToOrganization

Field	Value	IRS element (for citing)
Total Gross Receipts	1129201	TotalGrossReceipts
Total Retained By Contractors	52694	TotalRetainedByContractors
Total Net To Organization	1076507	TotalNetToOrganization
Licensed States	MA	LicensedStates
Licensed States	NH	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	PARENT-WINTER BALL	NameOfEvent1
Gross Receipts Event1	678157	GrossReceiptsEvent1
Gross Revenue Event1	678157	GrossRevenueEvent1
Other Direct Expenses Event1	369422	OtherDirectExpensesEvent1
Name Of Event2	CNEHA GOLF TOURNAMENT	NameOfEvent2
Gross Receipts Event2	293517	GrossReceiptsEvent2
Charitable Contributions Event2	119673	CharitableContributionsEvent2
Gross Revenue Event2	173844	GrossRevenueEvent2
Non Cash Prizes Event2	43610	NonCashPrizesEvent2
Rent Facility Costs Event2	104868	RentFacilityCostsEvent2
Other Direct Expenses Event2	14447	OtherDirectExpensesEvent2
Total Number Of Other Events	10	TotalNumberOfOtherEvents
Gross Receipts Other Events	554378	GrossReceiptsOtherEvents
Charitable Contrib Other Events	249108	CharitableContribOtherEvents
Gross Revenue Other Events	305270	GrossRevenueOtherEvents
Non Cash Prizes Other Events	19622	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	30440	RentFacilityCostsOtherEvents
Other Direct Expenses Other Events	150104	OtherDirectExpensesOtherEvents
Gross Receipts Total	1526052	GrossReceiptsTotal
Charitable Contributions Total	368781	CharitableContributionsTotal
Gross Revenue Total Events	1157271	GrossRevenueTotalEvents
Non Cash Prizes Total Events	63232	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	135308	RentFacilityCostsTotalEvents
Other Direct Expenses Total Events	533973	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	732513	DirectExpenseSummaryEvents
Net Income Summary	424758	NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PART I, LINE 2B; COLUMN (III)	PART I, LINE 2B - FUNDRAISER ADDITIONAL INFORMATION	UMASS MEMORIAL FOUNDATION, INC. IS IDENTIFIED AS THE ADMINISTRATOR OF THE PHILANTHROPIC ACTIVITIES OF THE REPORTING ENTITIES OF UMASS MEMORIAL HEALTH CARE, INC. THIS INCLUDES THE COORDINATION OF ALL CHARITABLE WORK AND THE MANAGEMENT OF OFFICE OPERATIONS TO SUPPORT FUNDRAISING INCLUDING THE FOLLOWING PROCEDURES: 1) ACTIVE DEVELOPMENT WORK 2) DONOR RELATIONS AND COMMUNICATIONS 3) SERVICES TO UMASS MEMORIAL STAFF 4) CONTRIBUTION REPORTS, DONOR RECORD FILES 5) TRANSFER OF CONTRIBUTIONS RECEIVED (CONTRIBUTIONS RECEIVED BY THE FOUNDATION THAT ARE DESIGNATED TO A UMASS MEMORIAL REPORTING ENTITY ARE DEPOSITED INTO A DESIGNATED ACCOUNT OF THE RESPECTIVE REPORTING ENTITY UPON RECEIPT.) 6) EXPENDITURES OF CONTRIBUTIONS
PART I, LINE 2B; COLUMN (V)	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.
PART II	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: GOLF TOURNAMENT HELD BY WING MEMORIAL HOSPITAL CORPORATION SPEAKEASY HELD BY HEALTHALLIANCE HOSPITALS DENNEHY GOLF TOURNAMENT HELD BY HEALTH ALLIANCE HOME HEALTH AND HOSPICE, INC. LOVELIGHT HELD BY HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. TEE UP FOR TOTS GOLF TOURNAMENT WAS HELD BY THE PARENT OTHER EVENTS WERE HELD BY THE PARENT, GOLF TOURNAMENT WAS HELD BY MARLBOROUGH HOSPITAL, INC. SPANISH FOR KIDS HELD BY COMMUNITY HEALTHLINK. MARANDA HOUSE MOTHER'S DAY FUNDRAISER WAS HELD BY COMMUNITY HEALTHLINK, AND DOG WALK PAWS FOR CAUSE WAS HELD BY COMMUNITY HEALTHLINK

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	1	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare

Discounted Other DiscountedOther

Field	Value	IRS element (for citing)
Other	X	Other
Discounted Other Percentage	600.000000000000	DiscountedOtherPercentage

Field	Value	IRS element (for citing)
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	1	ExpensesExceededBudget
Unable To Provide Care	0	UnableToProvideCare
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	61037114	TotalCommunityBenefitExpense
Direct Offsetting Revenue	27391424	DirectOffsettingRevenue
Net Community Benefit Expense	33645690	NetCommunityBenefitExpense
Percent Of Total Expense	0.01890	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	286384445	TotalCommunityBenefitExpense
Direct Offsetting Revenue	259916272	DirectOffsettingRevenue
Net Community Benefit Expense	26468173	NetCommunityBenefitExpense
Percent Of Total Expense	0.01490	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	47513401	TotalCommunityBenefitExpense
Direct Offsetting Revenue	42848786	DirectOffsettingRevenue
Net Community Benefit Expense	4664615	NetCommunityBenefitExpense
Percent Of Total Expense	0.00260	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	394934960	TotalCommunityBenefitExpense
Direct Offsetting Revenue	330156482	DirectOffsettingRevenue
Net Community Benefit Expense	64778478	NetCommunityBenefitExpense
Percent Of Total Expense	0.03640	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	3872046	TotalCommunityBenefitExpense
Direct Offsetting Revenue	2320968	DirectOffsettingRevenue
Net Community Benefit Expense	1551078	NetCommunityBenefitExpense
Percent Of Total Expense	0.00090	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	200757227	TotalCommunityBenefitExpense
Direct Offsetting Revenue	126236106	DirectOffsettingRevenue
Net Community Benefit Expense	74521121	NetCommunityBenefitExpense
Percent Of Total Expense	0.04190	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	87451088	TotalCommunityBenefitExpense
Direct Offsetting Revenue	77417999	DirectOffsettingRevenue
Net Community Benefit Expense	10033089	NetCommunityBenefitExpense
Percent Of Total Expense	0.00560	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Total Community Benefit Expense	0	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	4555380	TotalCommunityBenefitExpense
Direct Offsetting Revenue	2000000	DirectOffsettingRevenue
Net Community Benefit Expense	2555380	NetCommunityBenefitExpense
Percent Of Total Expense	0.00140	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	296635741	TotalCommunityBenefitExpense
Direct Offsetting Revenue	207975073	DirectOffsettingRevenue
Net Community Benefit Expense	88660668	NetCommunityBenefitExpense
Percent Of Total Expense	0.04980	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	691570701	TotalCommunityBenefitExpense
Direct Offsetting Revenue	538131555	DirectOffsettingRevenue
Net Community Benefit Expense	153439146	NetCommunityBenefitExpense
Percent Of Total Expense	0.08620	PercentOfTotalExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Total Community Building Expense	9215	TotalCommunityBuildingExpense
Net Community Building Expense	9215	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Leadership Development LeadershipDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	1931	TotalCommunityBuildingExpense
Net Community Building Expense	1931	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Total Community Building Expense	30545	TotalCommunityBuildingExpense
Net Community Building Expense	30545	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	518315	TotalCommunityBuildingExpense
Net Community Building Expense	518315	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	560006	TotalCommunityBuildingExpense
Net Community Building Expense	560006	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	1	BadDebtExpenseReported
Bad Debt Expense	$4,625,317	BadDebtExpenseAmount
Amount Attributable To	2264397	AmountAttributableTo
Amount Reimbursed By Medicare	370183110	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	375079009	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-4895899	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

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

Field	Value	IRS element (for citing)
Written Debt Collection Policy	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (12 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivity	Organization Profit Or OwnershipOrganizationProfitOrOwnership	Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership	Physicans Profit Or OwnershipPhysicansProfitOrOwnership
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	0.50000	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

Field	Value	IRS element (for citing)
Number Of Hospital Facilities	5	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (5 entries)

Facility NumberFacilityNumber	Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital
UMASS MEMORIAL MEDICAL CENTER INC
1	55 LAKE AVE 119 BELMONT STREET	WORCESTER	MA	01605	X
HEALTHALLIANCE HOSPITAL INC
2	60 HOSPITAL ROAD	LEOMINSTER	MA	01453	X
MARLBOROUGH HOSPITAL
3	157 UNION STREET	MARLBOROUGH	MA	01752	X
WING MEMORIAL HOSPITAL CORPORATION
4	40 WRIGHT STREET	PALMER	MA	01069	X
CLINTON HOSPITAL ASSOCIATION
5	201 HIGHLAND STREET	CLINTON	MA	01510	X

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (5 entries)

Hospital Facility NumberHospitalFacilityNumber	CHNA ConductedCHNAConducted	Community DefinitionCommunityDefinition	Community DemographicsCommunityDemographics	Existing ResourcesExistingResources	How Data ObtainedHowDataObtained	Community Health NeedsCommunityHealthNeeds	Other Health IssuesOtherHealthIssues	Identifying ProcessIdentifyingProcess	Consulting ProcessConsultingProcess	Information GapsInformationGaps	Needs Assessment ConductedNeedsAssessmentConducted	Take Into AccountTakeIntoAccount	Other FacilitiesOtherFacilities	CHNA Widely AvailableCHNAWidelyAvailable	Own WebsiteOwnWebsite	On RequestOnRequest	Other MethodOtherMethod	Adopt Implement StrategyAdoptImplementStrategy	Execute Implement StrategyExecuteImplementStrategy	Develop Community PlanDevelopCommunityPlan	Participate Community PlanParticipateCommunityPlan	Include Operational PlansIncludeOperationalPlans	Adopt BudgetAdoptBudget	Prioritize Health NeedsPrioritizeHealthNeeds	Prioritize ServicesPrioritizeServices	All Needs AddressedAllNeedsAddressed	Organization Incur Excise TaxOrganizationIncurExciseTax	Eligibility Criteria ExplainedEligibilityCriteriaExplained	Uses FPG FreeUsesFPGFree	FPG Free PercentFPGFreePercent	Uses FPG DiscountedUsesFPGDiscounted	FPG Discount PercentFPGDiscountPercent	Explains BasisExplainsBasis	Income LevelIncomeLevel	Insurance StatusInsuranceStatus	Uninsured DiscountUninsuredDiscount	State RegulationStateRegulation	Explains Application MethodExplainsApplicationMethod	Includes Publicity MeasuresIncludesPublicityMeasures	Posted On WebsitePostedOnWebsite	Attached To InvoicesAttachedToInvoices	Posted In Emergency RoomPostedInEmergencyRoom	Posted In Admission OfficePostedInAdmissionOffice	Provided On AdmissionProvidedOnAdmission	Available On RequestAvailableOnRequest	Actions On NonpaymentActionsOnNonpayment	Permit Other ActionsPermitOtherActions	Collection ActivitiesCollectionActivities	Other ActionsOtherActions	Notify Upon AdmissionNotifyUponAdmission	Notify Before DischargeNotifyBeforeDischarge	Notified All PatientsNotifiedAllPatients	Documented DeterminationDocumentedDetermination	Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy	Used Other MethodUsedOtherMethod	Amounts Generally BilledAmountsGenerallyBilled	Gross ChargesGrossCharges	Other PublicityOtherPublicity	Other Actions TakenOtherActionsTaken
UMASS MEMORIAL MEDICAL CENTER INC
1	1	X	X	X	X	X	X	X	X	X	12	1	0	1	X	X	X	X	X	X	X	X	X	X	X	0	0	1	1	200.000000000000	1	600.000000000000	1	X	X	X	X	1	1	X	X	X	X	X	X	1	X	1	X	X	X	X	X	1	X	0	1
HEALTHALLIANCE HOSPITAL INC
2	1	X	X	X	X	X	X	X	X	X	11	1	1	1	X	X	X	X	X	X	X	X	X	X	X	0	0	1	1	200.000000000000	1	600.000000000000	1	X	X		X	1	1		X	X	X		X	1	X	1	X	X	X	X	X	1	X	0	1	X	X
MARLBOROUGH HOSPITAL
3	1	X	X	X	X	X	X	X	X		12	1	1	1	X	X		X	X	X	X	X	X	X	X	0	0	1	1	200.000000000000	1	600.000000000000	1	X	X	X	X	1	1	X	X	X	X		X	1	X	1	X	X	X	X	X	1	X	0	1
WING MEMORIAL HOSPITAL CORPORATION
4	1	X	X		X	X	X	X	X	X	12	1	1	1	X	X		X	X	X	X	X	X	X	X	0	0	1	1	200.000000000000	1	600.000000000000	1	X	X	X	X	1	1	X	X	X	X	X	X	1	X	1	X	X	X	X	X	1	X	0	1
CLINTON HOSPITAL ASSOCIATION
5	1	X	X	X	X	X	X	X	X	X	11	1	1	1	X	X		X	X	X	X	X	X	X	X	0	0	1	1	200.000000000000	1	600.000000000000	1	X	X	X	X	1	1	X	X	X	X	X	X	1	X	1	X	X	X	X	X	1	X	0	1

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	4	NumberOfOtherFacilities

Other Facilities OtherFacilities (4 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
UMASS MEMORIAL LABORATORIES
BIOTECH ONE 365 PLANTATION STREET	WORCESTER	MA	01605	SATELLITE - LAB SERVICES
UMASS MEMORIAL MEDICAL CENTER(PATHOLOGY)
BIOTECH THREE ONE INNOVATION DRIVE	WORCESTER	MA	01605	SATELLITE - PATHOLOGY SERVICES
UMASS MEMORIAL MEDICAL CENTER AMBULANCE
23 WELL STREET	WORCESTER	MA	01604	SATELLITE - AMBULATORY SERVICES
UMASS MEMORIAL MEDICAL CENTER AMBULANCE
100 PROVIDENCE STREET	WORCESTER	MA	01604	SATELLITE - AMBULATORY SERVICES

Form990 Schedule H Part VI Form990ScheduleHPartVI (49 entries)

ExplanationExplanation	IdentifierIdentifier	Return ReferenceReturnReference
PART II: UMASS MEMORIAL HEALTH CARE RECOGNIZES COMMUNITY BUILDING ACTIVITIES AS BEING A PART OF THOSE 'SOCIAL DETERMINANTS OF HEALTH' THAT IMPACT THE HEALTH OF THE COMMUNITY. WE INVEST IN EDUCATIONAL COLLABORATIVES, COALITION BUILDING, ADVOCACY EFFORTS, COMMUNITY GARDENS, WORKFORCE DEVELOPMENT AND LEADERSHIP TRAINING 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 STATE OF COMPLETE, PHYSICAL, MENTAL, AND SOCIAL WELL BEING AND NOT MERELY THE ABSENCE OF DISEASE.' BY ADOPTING THIS DEFINITION, UMASS MEMORIAL HEALTH CARE HAS EXPANDED ITS STRATEGY TO INCLUDE THE SOCIAL AND ECONOMIC OBSTACLES THAT PREVENT PEOPLE FROM ACHIEVING OPTIMAL HEALTH. ALL OF OUR COMMUNITY BUILDING ACTIVITIES ARE THE RESULT OF AN IDENTIFIED NEED AND ENGAGE THE COMMUNITY. THEY INCLUDE COLLABORATIVE EFFORTS, ADVOCACY ACTIVITIES AND PARTNERSHIPS THAT ENGAGE A BROAD ARRAY OF COMMUNITY STAKEHOLDERS IN ADDRESSING THESE UNMET SOCIAL DETERMINANTS OF HEALTH (COMMUNITY BUILDING ACTIVITIES).EXAMPLES INCLUDE:- FUNDING AND PROMOTING WORKFORCE OPPORTUNITIES FOR INNER-CITY YOUTH.- FUNDING A TEEN PARENT LITERACY PROGRAM.HEALTHALLIANCE 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 A INTERNSHIP PROGRAM PROVIDING FINANCIAL ASSISTANCE AND EXPERIENCE THROUGH HAND ON PRACTICE AND OBSERVATION. FOR COMMUNITY SUPPORT, COMMUNITY EMERGENCY PREPAREDNESS AND DRILLS ARE CONDUCTED IN COLLABORATION WITH THE LEOMINSTER AND FITCHBURG FIRE DEPARTMENTS AND MEDSTAR EMS. MARLBOROUGH HOSPITAL: MARLBOROUGH HOSPITAL OFFERS OPPORTUNITIES FOR CHALLENGED STUDENTS TO DEVELOP LIFE SKILLS. AS PART OF THE HUMAN SERVICES COALITION, ASSISTANCE IS ALSO PROVIDED TO THOSE UNDERSERVED IN OUR COMMUNITY.WING MEMORIAL HOSPITAL: WING MEMORIAL HOSPITAL PARTICIPATED IN SEVERAL PROGRAMS AND CAREER FAIRS WITH AREA HIGH SCHOOL STUDENTS TO PROVIDE EDUCATION, SHADOWING, TRAINING AND AWARENESS OF THE HEALTHCARE INDUSTRY TO INCREASE STUDENTS' UNDERSTANDING THE BENEFITS OF PURSUING FUTURE EDUCATION IN THE HEALTH CARE FIELD.
PART III, LINE 8: THE MEDICARE COSTS ARE OBTAINED FROM THE COST REPORT FOR INPATIENT, PSYCHIATRIC, CAPITAL, AND OUTPATIENT SERVICES. IN ADDITION, FEE BASED SERVICES SUCH AS LABS, PT, OT, ETC., ARE DETERMINED THROUGH PS&R CHARGES TIMES OUTPATIENT COST TO CHARGE RATIO.
PART III, LINE 9B: EXEMPTION FROM SELF-PAY BILLING AND COLLECTION ACTION - THE ORGANIZATION WILL NOT INITIATE SELF-PAY BILLING AND COLLECTION ACTIVITY:A. UPON SUFFICIENT PROOF THAT A PATIENT IS A RECIPIENT OF EMERGENCY AID TO THE ELDERLY, DISABLED AND CHILDREN (EAEDC), OR ENROLLED IN THE HEALTH SAFETY NET (HSNO) OR MASSHEALTH, HEALTHY START, OR THE CHILDREN'S MEDICAL SECURITY PLAN WHOSE FAMILY INCOME IS EQUAL OR LESS THAN 400% OF THE FPL, WITH THE EXCEPTION OF CO-PAYS AND DEDUCTIBLES REQUIRED UNDER THE PROGRAM OF ASSISTANCE.B. IF THE HOSPITAL HAS PLACED THE ACCOUNT IN LEGAL OR ADMINISTRATIVE HOLD STATUS AND/OR SPECIFIC PAYMENT ARRANGEMENTS HAVE BEEN MADE WITH THE PATIENT OR GUARANTOR.C. FOR MEDICAL HARDSHIP BILLS THAT EXCEED THE MEDICAL HARDSHIP CONTRIBUTION.D. UNLESS UMMMC HAS CHECKED THE EVS SYSTEM TO DETERMINE IF THE PATIENT HAS FILED AN APPLICATION FOR MASSHEALTH.E. FOR PARTIAL HEALTH SAFETY NET ELIGIBLE PATIENTS, WITH THE EXCEPTION OF ANY DEDUCTIBLES REQUIRED.NOTE: THE ORGANIZATION MAY BILL FOR HEALTH SAFETY NET ELIGIBLE AND MEDICAL HARDSHIP PATIENTS FOR NON-MEDICALLY NECESSARY SERVICES PROVIDED AT THE REQUEST OF THE PATIENT AND FOR WHICH THE PATIENT HAS AGREED BY WRITTEN CONSENT.
PART V, SECTION B, LINE 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 NEEDS ASSESSMENT REPORT. THE DIRECTOR OF THE WDPH AND THE UMASS MEMORIAL VICE PRESIDENT OF COMMUNITY RELATIONS CO-CHAIRED THE LEADERSHIP PROCESS TO DEVELOP A COMMUNITY HEALTH NEEDS ASSESSMENT (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. OUR COMMUNITY BENEFITS PLAN ALIGNS WITH THE CHIP.	UMASS MEMORIAL MEDICAL CENTER, 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 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.	HEALTHALLIANCE HOSPITAL, INC.
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.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 3: INTERVIEWS WERE CONDUCTED WITH PUBLIC HEALTH EXPERTS, REPRESENTATIVES OF HEALTH OR OTHER DEPARTMENTS OR AGENCIES, COMMUNITY LEADERS, AND PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY. THE INTERVIEWS WERE STRUCTURED TO HELP IDENTIFY THE MOST PRESSING HEALTH STATUS AND ACCESS ISSUES IN THE COMMUNITY.WING MEMORIAL HOSPITAL ALSO SOUGHT INPUT FROM THE PUBLIC REGARDING THE HEATLH OF THE COMMUNITY THROUGH AN ONLINE AND PAPER-BASED SURVEY. A WEBSITE LINK TO THE SURVEY (IN ENGLISH AND SPANISH) WAS MADE AVAILABLE FROM JANUARY THROUGH FEBRUARY 2013. PAPER COPIES OF THE SURVEY WERE DISTRIBUTED AT VARIOUS LOCAL ORGANIZATIONS AND CLINICS IN MULTIPLE LANGUAGES. EFFORTS WERE MADE TO REACH THOSE WITHOUT INTERNET ACCESS AS WELL AS VULNERABLE POPULATIONS SUCH AS RACIAL AND ETHIC MINORITIES, LOW-INCOME GROUPS, INDIVIDUALS WITH LOW LITERACY LEVELS, AND NON-ENGLISH SPEAKERS. THE SURVEY WAS PUBLICIZED VIA FLYERS, SOCIAL MEDIA, NEWSPAPERS, EMAIL LIST-SERVES, AND OTHER METHODS. IN ADDITION, A LISTENING SESSION WAS HELD DURING WHICH COMMUNITY MEMBERS REVIEWED AND DISCUSSED PRELIMINARY FINDINGS FROM THIS ASSESSMENT.	WING MEMORIAL HOSPITAL CORPORATION
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.	CLINTON HOSPITAL ASSOCIATION
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%20PIAN%20FY13-FY14%20FINAL.PDF	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 4: THE ASSESSMENT WAS DONE IN CONJUNCTION WITH THE METRO WEST MEDICAL CENTER.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 4: WING MEMORIAL HOSPITAL'S CHNA WAS CONDUCTED WITH ON OR MORE OTHER HOSPITAL FACILITIES. WING IS A MEMBER OF THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS WHICH ALSO INCLUDES BAYSTATE MEDICAL CENTER, MERCY MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE MARY LANE HOSPITAL, COOLEY DICKINSON HOSPITAL, AND HOLYOKE MEDICAL CENTER. THE COALITION HOSPITALS COLLABORATED IN PREPARING THEIR CHNAS.	WING MEMORIAL HOSPITAL CORPORATION
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.	CLINTON HOSPITAL ASSOCIATION
PART V, SECTION B, LINE 5C: 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 MASS MEMORIAL HEALTH CARE AND THE UMASS MEMORIAL VICE PRESIDENT OF COMMUNITY RELATIONS. IN ADDITION, PRESENTATIONS HAVE BEEN MADE TO DIFFERENT GROUPS INCLUDING TWO MAJOR PHILANTHROPIC ORGANIZATIONS, PHYSICIANS AND MEDICAL STUDENTS AT UMASS MEDICAL SCHOOL AND THROUGH ONGONG COMMUNITY ENGAGEMENT ACTIVITIES.	UMASS MEMORIAL MEDICAL CENTER, INC.
PART V, SECTION B, LINE 5C: 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.	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 5C: 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	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 5C: 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.	CLINTON HOSPITAL ASSOCIATION
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 IMPUT.	UMASS MEMORIAL MEDICAL CENTER, 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 NEED 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 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.	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.	WING MEMORIAL HOSPITAL CORPORATION
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.	CLINTON HOSPITAL ASSOCIATION
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.	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 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.	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 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.	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 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.	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 WING'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.	WING MEMORIAL HOSPITAL CORPORATION
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.	CLINTON HOSPITAL ASSOCIATION
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.	UMASS MEMORIAL MEDICAL CENTER, 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.	HEALTHALLIANCE HOSPITAL, INC.
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.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 17E: WING 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.	WING MEMORIAL HOSPITAL CORPORATION
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.	CLINTON HOSPITAL ASSOCIATION
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.	HEALTHALLIANCE HOSPITAL, INC.
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 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.	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 20D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 20D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.	WING MEMORIAL HOSPITAL CORPORATION
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 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.	UMASS MEMORIAL MEDICAL CENTER, 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.	HEALTHALLIANCE HOSPITAL, INC.
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.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 22: WING 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.	WING MEMORIAL HOSPITAL CORPORATION
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.	CLINTON HOSPITAL ASSOCIATION
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, FAITH-BASED ORGANIZATIONS, AND THE WORCESTER DIVISION OF PUBLIC HEALTH AS PART OF THE GROUP THAT ASSISTED AND GUIDED THE ASSESSMENT PROCESS.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- REVIEW PRIMARY AND SECONDARY DATA- CONDUCT ONLINE COMMUNITY SURVEY- ORGANIZE COMMUNITY FORUMS TO SHARE FINDINGS AND RELEASE OF FINAL REPORT - ORGANIZE 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 AND QUALITATIVE DATA, THROUGH FOCUS GROUPS WITH COMMUNITY MEMBERS AND INTERVIEWS WITH COMMUNITY MEMBERS AND COMMUNITY LEADERS. PARTICIPANTS WERE FROM COMMUNITY BASED, EDUCATIONAL, CIVIC, GOVERNMENTAL, FAITH BASED PROFESSIONALS, HEALTH CARE PROVIDERS, AND OTHERS. WE MAKE A STRONG EFFORT TO ENSURE RACIAL/ETHIC, SOCIOECONOMIC AND GEOGRAPHIC DIVERSITY IN THE COMPOSITION OF ALL FOCUS GROUPS AND INTERVIEWS.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.WING MEMORIAL HOSPITAL:WING MEMORIAL HOSPITAL AND MEDICAL CENTERS ASSESSES THE HEALTH CARE NEEDS OF OUR COMMUNITIES BY COMPLETING A COMMUNITY HEALTH NEEDS ASSESSMENT. THE CHNA CONSIDERS MULTIPLE DATA SOURCES, INCLUDING SECONDARY DATA (REGARDING DEMOGRAPHICS, HEALTH STATUS INDICATORS, AND MEASURES OF HEALTH CARE ACCESS), ASSESSMENTS PREPARED BY OTHER ORGANIZATIONS IN RECENT YEARS, AND PRIMARY DATA DERIVED FROM A COMMUNITY SURVEY AND FROM INTERVIEWS WITH PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY, INCLUDING THOSE WITH EXPERTISE IN PUBLIC HEALTH.DURING THE ASSESSMENT PROCESS, COMMUNITY MEMBERS WERE ENGAGED IN KEY INFORMANT INTERVIEWS AND FOCUS GROUPS, 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. OVER 1,200 COMMUNITY MEMBERS ALSO RESPONDED TO A COMMUNITY-WIDE SURVEY.WING FORMED A COMMUNITY HEALTH ADVISORY COMMITTEE TO GUIDE AND OFFER FEEDBACK ON THE COMMUNITY BENEFITS AND CHNA PROCESSES. THE COMMITTEE REVIEWED THE CHNA IN DRAFT FORM AND PROVIDED FEEDBACK. THE WING MEMORIAL HOSPITAL COMMUNITY BENEFITS PLAN WAS DEVELOPED BY THE COMMUNITY HEALTH ADVISORY COMMITTEE, WHICH IS COMPRISED OF INTERNAL AND COMMUNITY REPRESENTATIVES. THE GROUP REVIEWED THE CURRENT COMMUNITY BENEFITS PROGRAMS, ALONG WITH THE CHNA, TO HELP ENVISION AND DEFINE PRIORITY AREAS FOR THE FUTURE. BASED ON THIS FOUNDATION, PRIORITY AREAS WERE IDENTIFIED AND GOALS WERE DEFINED. THE COMMITTEE CREATED STRATEGIES FOR EACH GOAL AND OUTCOME INDICATORS WERE ESTABLISHED FOR EACH PRIORITY AREA.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 VIS 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 COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) FOCUSES ON THE CITY OF WORCESTER AND THE OUTLYING COMMUNITIES OF SHREWSBURY, MILBURY, 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 IN ITS REGIONALIZATION INITIATIVE, AND OVERLAPS WITH THE SERVICE AREA OF MANY OTHER LOCAL ORGANIZATIONS. FOCUSING UMASS MEMORIAL'S CHNA ON THIS GEOGRAPHIC AREA FACILITATES THE ALIGNMENT OF THE HOSPITAL'S EFFORTS WITH COMMUNITY AND GOVERNMENTAL PARTNERS, SPECIFICALLY THE CITY HEALTH DEPARTMENT, THE AREA FEDERALLY QUALIFIED HEALTH CENTERS, AND SEVERAL COMMUNITY-BASED ORGANIZATIONS. THIS FOCUS ALSO FACILITATES COLLABORATION WITH THE (CHIP) ADVISORY COMMITTEE THAT WILL BE IMPLEMENTING 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, AND THAT DIVERSITY CONTINUES TO EXPAND. 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 FOLLOWED BY REFUGEES FROM BHUTAN, LIBERIA AND OTHER AFRICAN NATIONS. HEALTH RESOURCES AND SERVICES ADMINISTRATION (HSRA) HAS DESIGNATED THE CITY OF WORCESTER A HEALTH PROFESSIONAL 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.) DEMOGRAPHIC AND HEALTH FACTORS - THE DEMOGRAPHICS OF THE REGION VARY WIDELY ACROSS THE REGION. WORCESTER COUNTY HAS A TOTAL POPULATION OF 798,552 AND IS 86% WHITE. THE CITY OF WORCESTER IS A LEADING RESETTLEMENT SITE FOR IMMIGRANTS DUE TO ITS LOWER COST OF LIVING AND AVAILABLE SERVICES AND ACCOUNTS FOR THE GREATEST INCREASE OF DIVERSITY IN THE REGION. ACCORDING TO U.S. CENSUS 2010 FIGURES, THE HISPANIC POPULATION AND OTHER NON-HISPANIC, NON-WHITE ETHNIC GROUPS HAVE NOTABLY INCREASED WHILE THE WHITE, NON-HISPANIC POPULATION HAS DECREASED. THE NUMBER OF HISPANICS LIVING IN THE CITY OF WORCESTER HAS GROWN BY 35% AND BY MORE THAN 46% STATEWIDE OVER THE PAST 10 YEARS. THE CITY'S FOREIGN BORN POPULATION IS SIGNIFICANTLY HIGHER THAN WORCESTER COUNTY AS A WHOLE, ACCOUNTING FOR THE MAJORITY OF THIS POPULATION IN THE REGION. THE CITY'S FOREIGN BORN POPULATION IS ALSO SIGNIFICANTLY HIGHER COMPARED TO THE NATION AND STATE OVERALL. ADDING TO THIS DIVERSITY IS AN INFLUX OF IMMIGRANTS AND NEW ARRIVAL REFUGEES. REFUGEES FROM IRAQ CURRENTLY ACCOUNT FOR THE GREATEST PERCENTAGE OF NEW IMMIGRANTS FOLLOWED BY REFUGEES FROM BHUTAN, BURMA AND LIBERIA. THIS GROWING DIVERSITY HAS BROADENED THE NEED FOR INTERPRETER SERVICES FOR MEDICAL CARE. FOR EXAMPLE, IN ITS FISCAL YEAR 2012, UMASS MEMORIAL HEALTH CARE DELIVERED 144,320 DOCUMENTED INTERPRETATIONS FOR MEDICAL SERVICES IN OVER 133 LANGUAGES. NINETY PERCENT OF ALL INTERPRETATIONS PROVIDED BY UMMHC WERE CONDUCTED IN: SPANISH, PORTUGUESE, VIETNAMESE, ARABIC, ALBANIAN AND AMERICAN SIGN LANGUAGE. THE REMAINING TEN PERCENT WERE 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%.ACCESS TO CARE - APPROXIMATELY 90% OF PEOPLE HAVE HEALTH INSURANCE. DESPITE THIS, THERE REMAINS A CHURNING OF ENROLLMENTS WITH MANY DROPPING OFF. HEALTH INSURANCE ENROLLMENT REMAINS AN ISSUE AS EVIDENCED BY UMMHC'S RATES OF ENROLLMENT ASSISTANCE IN HEALTH SAFETY NETWORK, COMMONWEALTH CARE AND MEDICAID APPLICATIONS.CHRONIC DISEASE OVERVIEW:- OVERWEIGHT & OBESITY: HIGH RATES OF OVERWEIGHT AND OBESITY ARE A LEADING PUBLIC HEALTH CONCERN IN THE REGION AND PARTICULARLY IN THE CITY OF WORCESTER. LOWER-INCOME RESIDENTS ARE SIGNIFICANTLY MORE LIKELY TO SUFFER FROM OBESITY AND OTHER DIET-RELATED HEALTH PROBLEMS. NEARLY 70% OF HISPANIC ADULTS IN THE REGION WERE OVERWEIGHT OR OBESE, BUT WITHIN ETHNIC GROUPS, BLACKS WERE MORE LIKELY TO BE OBESE. CHILDREN LIVING IN THE CITY OF WORCESTER ARE OVERWEIGHT AT HIGHER RATES THAN THE STATE AS A WHOLE. OVERALL, THE AVERAGE FOR OBESE YOUTH ENTERING FIRST GRADE IN THE CITY OF WORCESTER IS 20.25% COMPARED TO THE NATIONWIDE AVERAGE OF 10%. PARTICULARLY ALARMING IS A DRAMATIC INCREASE IN THE PAST DECADE OF OBESITY AMONG 1ST GRADERS IN THE ASIAN COMMUNITY. IN WORCESTER COUNTY, OBESITY IS MORE PREVALENT AMONG MINORITY ETHNIC GROUPS. AMONG ADULTS, NEARLY 70% OF HISPANICS WERE OVERWEIGHT OR OBESE, BUT WITHIN ETHNIC GROUPS, BLACKS WERE MORE LIKELY TO BE OBESE. (SOURCE: MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH/MASSCHIP; DALE MAGEE, COMMISSIONER, WORCESTER DEPARTMENT OF PUBLIC HEALTH, HEALTH OF WORCESTER 2011 REPORT, WORCESTER PUBLIC SCHOOLS.)- DIABETES: THE PREVALENCE OF DIABETES AMONG WORCESTER COUNTY RESIDENTS IS SLIGHTLY LOWER THAN THE STATE AS A WHOLE. DIABETES IS MORE PREVALENT AMONG BLACK AND HISPANIC POPULATIONS AND THOSE 65 YEARS OLD AND OVER. THE PREVALENCE OF HEART DISEASE IN THE REGION IS SIGNIFICANTLY HIGHER AMONG LOWER INCOME RESIDENTS.- ASTHMA: ASTHMA AFFECTS PEOPLE OF ALL AGES, RACES, GENDERS AND SOCIO-ECONOMIC STATUS, HOWEVER, IT OCCURS AT DISPROPORTIONATELY HIGHER RATES AMONG SOME ETHNIC AND RACIAL POPULATIONS. THE PREVALENCE OF ASTHMA IS HIGHER AMONG FEMALES AND HISPANIC ADULTS IN WORCESTER COUNTY COMPARED TO THE STATE AND INCREASING AMONG CHILDREN AGES 0-19 YEARS OLD. (SOURCE: MDPH, MASSCHIP CUSTOMER REPORTS.)- CANCER: CANCER WAS THE SECOND LEADING CAUSE OF DEATH IN WORCESTER COUNTY IN 2008. (SOURCE: MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH/MASSCHIP; DALE MAGEE, COMMISSIONER, WORCESTER DEPARTMENT OF PUBLIC HEALTH, HEALTH OF WORCESTER, 2011 REPORT.) OF THOSE DEATHS, LUNG CANCER ACCOUNTED FOR THE GREATEST PERCENTAGE OF CANCER-RELATED DEATHS WITH HIGH ASSOCIATION WITH SMOKING.- SMOKING: APPROXIMATELY 23% OF ADULTS IN THE CITY OF WORCESTER SMOKE COMPARED TO 17% IN THE STATE AND 15% IN THE NATION.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 (FITCHBURG, LEOMINSTER, GARDNER, ASHBURNHAM, ASHBY, HUBBARDSTON, LUNENBURG, TEMPLETON, TOWNSEND, WESTMINSTER, AND WINCHENDON) ARE ALSO WITHIN THE SERVICE AREA.CONTINUED ON SCHEDULE O
PART VI, LINE 5: UMASS MEMORIAL MEDICAL CENTER HAS A DESIGNATED COMMUNITY BENEFIT DEPARTMENT HOUSED WITHIN THE COMMUNITY RELATIONS DEPARTMENT THAT IS WHOLLY DEDICATED TO PROMOTING THE COMMUNITY BENEFIT AGENDA WITH A SPECIAL FOCUS ON COMMUNITY HEALTH IMPROVEMENT. OUR COMMUNITY BENEFITS STAFF WORKS VERY CLOSELY WITH MULTIPLE COMMUNITY ORGANIZATIONS FORGING PARTNERSHIPS. IN ADDITION, WE LEVERAGE INTERNAL RESOURCES WITHIN THE SYSTEM TO INCREASE PROGRAM CAPACITY WHENEVER POSSIBLE. THIS 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, AND DIABETES.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.WING MEMORIAL HOSPITAL: WING MEMORIAL HOSPITAL HAS A PART TIME DESIGNATED COMMUNITY BENEFIT STAFF PERSON TO PROMOTE THE COMMUNITY BENEFIT AGENDA WITH A SPECIAL FOCUS ON COMMUNITY HEALTH IMPROVEMENT. THIS STAFF MEMBER WORKS CLOSELY WITH MULTIPLE COMMUNITY ORGANIZATIONS FORGING PARTNERSHIPS. IN ADDITION, THE HOSPITAL LEVERAGES INTERNAL RESOURCES TO INCREASE PROGRAM CAPACITY WHENEVER POSSIBLE.CLINTON HOSPITAL ASSOCIATION: CLINTON HOSPITAL'S COMMUNITY BENEFITS PROGRAM STRIVES TO MEET AND EXCEED THE SCHEDULE H/FORM 990 IRS MANDATE TO "PROMOTE HEALTH FOR A CLASS OF PERSONS SUFFICIENTLY LARGE SO THE COMMUNITY AS A WHOLE BENEFITS." OUR PROGRAMS MIRROR THE FIVE CORE PRINCIPLES OUTLINED BY THE PUBLIC HEALTH INSTITUTE IN TERMS OF THE "EMPHASIS ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTHRELATED NEEDS; EMPHASIS ON PRIMARY PREVENTION; BUILDING A SEAMLESS CONTINUUM OF CARE; BUILDING COMMUNITY CAPACITY; AND COLLABORATIVE GOVERNANCE." TARGET POPULATIONS FOR CLINTON HOSPITAL'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS, AND A CHA WHICH IS CONDUCTED EVERY THREE YEARS.
PART VI, LINE 6: UMASS MEMORIAL MEDICAL CENTER, HEALTHALLIANCE HOSPITAL, MARLBOROUGH HOSPITAL, WING MEMORIAL HOSPITAL, AND THE CLINTON HOSPITAL ASSOCIATION ARE PART OF THE UMASS MEMORIAL HEALTH CARE SYSTEM (FIVE 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 A COMMUNITY BENEFIT IMPLEMENTATION PLAN.
MA	REPORTS FILED WITH STATES	PART VI, LINE 7
YES, ALL FIVE HOSPITALS FILE INDIVIDUAL COMMUNITY BENEFIT REPORTS WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE.		PART VI LINE 7

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Purpose Of GrantPurposeOfGrant
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
19 TACOMA STREET	WORCESTER	MA	01605	042513817	1000000	0	SUPPORT FOR HEALTH CENTER'S MISSION
FAMILY HEALTH CENTER OF WORCESTER INC
26 QUEEN STREET	WORCESTER	MA	01610	042485308	1000000	0	SUPPORT FOR HEALTH CENTER'S MISSION
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE	WORCESTER	MA	01605	043167352	1000000	0	ACADEMIC CHAIR FUNDING
UNIVERSITY OF MA MEDICAL SCHOOL
55 LAKE AVE	WORCESTER	MA	01605	043167352	400000	0	MUSCULOSKELETAL CENTER EXCELLENCE GRANT

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	4	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS	2	4000
INTERNSHIPS	33	73289

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
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 RPESIDENT FOR OPERATIONS OF THE MEDICAL CENTER RESPONSIBLE FOR THE MUSCULOSKELETAL CENTER OF EXCELLENCE. 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 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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (67 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ANDRIENI JULIA MD
DIRECTOR, UMASS MEMORIAL MEDICAL GRO	273199	0	31054	0	0	0	12750	0	12392	0	329395	0	0	0
BROWN ALAN P MD
DIRECTOR, UMASS MEMORIAL BEHAVIORAL	166308	0	23300	0	0	0	9787	0	23592	0	222987	0	0	0
BROWN DOUGLAS S
SECRETARY, UMASS MEMORIAL HEALTH CAR	396070	0	100266	0	35376	0	195153	0	23344	0	750209	0	35376	0
CARLUCCI DANIEL MD
DIRECTOR, MARLBOROUGH HOSPITAL	264109	0	32203	0	16615	0	0	0	27123	0	340050	0	0	0
CAVAGNARO III CHARLES MD
PRESIDENT, WING MEMORIAL HOSPITAL	302028	0	86563	0	0	0	157132	0	60879	0	606602	0	0	0
COFONE MICHAEL J
INTERIM PRESIDENT, CENTRAL NEW ENGLA	251709	0	38371	0	1299	0	799	0	22628	0	314806	0	0	0
CORBETT WILLIAM MD
DIRECTOR, MARLBOROUGH HOSPITAL	291621	0	76427	0	24927	0	79775	0	20285	0	493035	0	24927	0
DALY SHEILA
PRESIDENT, DIRECTOR, CLINTON HOSPITA	202742	0	51928	0	31338	0	108374	0	26709	0	421091	0	31338	0
DICKSON ERIC W MD
PRESIDENT & CEO, UMASS MEMORIAL HEAL	419373	0	103620	0	22347	0	111023	0	57400	0	713763	0	20844	0
FAIRCHILD DAVID MD
DIRECTOR, UMASS MEMORIAL HOSPITALS,	375936	0	74109	0	0	0	60922	0	26293	0	537260	0	0	0
FERGUSON R KEVIN MD
DIRECTOR, UMASS MEMORIAL MEDICAL GRO	202116	0	17144	0	0	0	10900	0	23858	0	254018	0	0	0
FERRUCCI JOSEPH MD
DIRECTOR, CMMIC, INC.	356540	0	26690	0	0	0	12750	0	26362	0	422342	0	0	0
FINBERG ROBERT W MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE	246772	0	52371	0	0	0	129892	0	29633	0	458668	0	0	0
GOTTLIEB PHILIP D MD
DIRECTOR, CLINTON HOSPITAL ASSOCIATI	231666	0	142139	0	0	0	12750	0	31578	0	418133	0	0	0
KEATING TODD A
TREASURER & CFO, DIRECTOR, UMASS MEM	472105	0	89313	0	45193	0	269603	0	22946	0	899160	0	45193	0
KENNEDY KATHRYN MD
DIRECTOR, UMASS MEMORIAL MEDICAL GRO	229483	0	57478	0	0	0	12729	0	27700	0	327390	0	0	0
LAPIDAS GARY N
PRESIDENT, DIRECTOR, UNTIL 1/18/13 U	367356	0	68995	0	41861	0	202237	0	12333	0	692782	0	41861	0
LAPRIORE CHERYL M
PRESIDENT, DIRECTOR, UMASS MEMORIAL	225404	0	53821	0	19218	0	72353	0	20957	0	391753	0	19218	0
LASSER DANIEL H MD
DIRECTOR, UMASS MEMORIAL MEDICAL GRO	207049	0	62832	0	0	0	146524	0	26064	0	442469	0	0	0
MAGUIRE DAVID L MD
DIRECTOR, WING MEMORIAL HOSPITAL	215385	0	34056	0	762	0	9673	0	1501	0	261377	0	0	0
MATTA LALITA MD
DIRECTOR, MARLBOROUGH HOSPITAL	124877	0	4450	0	532	0	2584	0	22658	0	155101	0	0	0
MESSINA LOUIS MD
DIRECTOR, UMASS MEMORIAL MEDICAL GRO	397761	0	234344	0	0	0	12750	0	27688	0	672543	0	0	0
METZMAKER JEFFREY N MD
DIRECTOR, UMASS MEMORIAL MEDICAL GRO	287640	0	119441	0	0	0	12750	0	24688	0	444519	0	0	0
MOORE KAREN
PRESIDENT, DIRECTOR, UNTIL 3/25/13 M	281170	0	47692	0	0	0	284971	0	24082	0	637915	0	0	0
MULDOON PATRICK L
PRESIDENT, UMM MEDICAL CENTER & PRES	389759	0	105271	0	33933	0	199175	0	39341	0	767479	0	33933	0
O'BRIEN JOHN G
PRESIDENT & CEO UNTIL 2/25/13, UMASS	941448	0	232336	0	2879468	0	702230	0	18736	0	4774218	0	2416000	0
OKIKE O NSIDINANYA MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE	451572	0	71332	0	0	0	12750	0	30005	0	565659	0	0	0
O'LEARY DANIEL MD
DIRECTOR, COORDINATED PRIMARY CARE,	140156	0	16131	0	626	0	0	0	1142	0	158055	0	0	0
ROSEN MAX P MD
DIRECTOR, CENTRAL MASSACHUSETTS MAGN	146569	0	10000	0	0	0	5638	0	1068	0	163275	0	0	0
SCHOONOVER LINDA MD
DIRECTOR, WING MEMORIAL HOSPITAL	98050	0	47700	0	258	0	1527	0	23323	0	170858	0	0	0
SOAR BART MD
DIRECTOR, WING MEMORIAL HOSPITAL	142661	0	20813	0	60	0	6426	0	10960	0	180920	0	0	0
SWENSON DANA
PRESIDENT/DIRECTOR, UMASS MEMORIAL R	233386	0	62081	0	0	0	93570	0	20285	0	409322	0	0	0
SZYMANSKI CANDRA
INTERIM PRESIDENT, DIRECTOR, MARLBOR	175001	0	5287	0	4916	0	12469	0	2644	0	200317	0	0	0
TOSI STEPHEN E MD
DIRECTOR, CLINTON HOSPITAL ASSOCIATI	387109	0	185251	0	86119	0	239786	0	26110	0	924375	0	86119	0
ZIEDONIS DOUGLAS MD
PRESIDENT, UMASS MEMORIAL BEHAVIORAL	191470	0	32570	0	0	0	11625	0	27033	0	262698	0	0	0
ALLICON KEARY T
TREASURER, WING MEMORIAL HOSPITAL	142409	0	17647	0	5656	0	41287	0	20638	0	227637	0	0	0
BRONHARD JOHN
INTERIM TREASURER, CENTRAL NEW ENGLA	137271	0	12788	0	226	0	1417	0	5251	0	156953	0	0	0
EKSTROM DEBORAH
PRESIDENT, COMMUNITY HEALTHLINK, INC	191803	0	45686	0	15375	0	124399	0	27483	0	404746	0	14554	0
FELDMANN ROBERT
TREASURER, UMASS MEMORIAL LABORATORI	248070	0	66041	0	0	0	172970	0	21570	0	508651	0	0	0
FRAKER MURIEL E ESQUIRE
FORMER SECRETARY UNTIL 3/27/12, UMAS	171057	0	13810	0	0	0	81468	0	28762	0	295097	0	0	0
MCCUE STEVEN
TREASURER, MARLBOROUGH HOSPITAL	184592	0	5355	0	7308	0	21302	0	19733	0	238290	0	0	0
O'BRIEN WILLIAM H
SECRETARY, UMASS MEMORIAL BEHAVIORAL	114091	0	7162	0	0	0	50585	0	23302	0	195140	0	0	0
OLSON JEFFREY
TREASURER, CLINTON HOSPITAL ASSOCIAT	129169	0	7534	0	2587	0	-1308	0	23138	0	161120	0	0	0
SHAKMAN ALICE
PRESIDENT, CENTRAL MASSACHUSETTS MAG	226982	0	43619	0	20653	0	16790	0	14359	0	322403	0	20653	0
SMITH FRANCIS W
CLERK, UMM HEALTH VENTURES, INC. & U	177149	0	13523	0	0	0	50724	0	25285	0	266681	0	0	0
STREETER MICHELE M
TREASURER, UMASS MEMORIAL MEDICAL GR	290933	0	65156	0	17241	0	171672	0	21403	0	566405	0	17241	0
ANDERSON MILTON C
SR. VP, CHIEF HR OFFICER	397857	0	102510	0	29545	0	53932	0	34137	0	617981	0	0	0
BLUTE MICHAEL MD
FORMER DIRECTOR UNTIL 3/31/2012, CAN	141719	0	0	0	0	0	121712	0	12258	0	275689	0	0	0
BOLLAND ESHGHI KATHARINE
VP, DEPUTY GENERAL COUNSEL	263476	0	75219	0	0	0	46099	0	20957	0	405751	0	0	0
BRENCKLE GEORGE PHD
SR. VP, CHIEF INFORMATION OFFICER	299172	0	53799	0	32290	0	138732	0	25440	0	549433	0	32290	0
CYR JAMES P
SR VP, HEART AND VASCULAR DISEASES	216941	0	49368	0	0	0	20862	0	20957	0	308128	0	0	0
DALEY JENNIFER MD
EXECUTIVE VP, CHIEF OPERATING OFFICE	471116	0	85618	0	36904	0	887505	0	32301	0	1513444	0	36904	0
DIAMOND VICTORIA
SR. VP, OPERATIONS	258887	0	73741	0	47362	0	146196	0	28586	0	554772	0	47362	0
ETTINGER WALTER H MD
FORMER PRESIDENT - MEDICAL CENTER, U	53421	0	0	0	75204	0	247254	0	1746	0	377625	0	70554	0
FISHER BARBARA
SR. VP, OPERATIONS	247551	0	62356	0	26121	0	118545	0	22285	0	476858	0	26121	0
HUDLIN MARGARET MD
CHIEF MEDICAL OFFICER/VP PERIOPERATI	244303	0	89477	0	0	0	12913	0	23265	0	369958	0	0	0
HYLKA SHARON
SR. VP, HOSPITAL ADMIN.	303806	0	80412	0	35958	0	263847	0	20957	0	704980	0	35958	0
KLUGMAN ROBERT MD
CHIEF QUALITY OFFICER	388171	0	76580	0	36333	0	260637	0	23509	0	785230	0	36333	0
KRUGER NANCY
SR. VP, CHIEF NURSING OFFICER, UNTIL	223233	0	51084	0	45489	0	52773	0	16097	0	388676	0	27847	0
PHILLIPS ROBERT A MD
MED DIR, HEART & VASCULAR COE, UNTIL	601362	0	172241	0	70541	0	292112	0	10048	0	1146304	0	70541	0
RANDOLPH JOHN T
VP, CHIEF COMPLIANCE OFFICER	195361	0	52777	0	0	0	148090	0	22917	0	419145	0	0	0
LITWIN DEMETRIUS MD
PHYSICIAN, CHAIR OF SURGERY DEPT - M	569695	0	138827	0	0	0	12750	0	27033	0	748305	0	0	0
TAM STANLEY MD
PHYSICIAN, CHIEF OF CARDIOTHORACIC S	540380	0	167213	0	0	0	12750	0	26362	0	746705	0	0	0
AROUS ELIAS J MD
PHYSICIAN, ASSOC. CHIEF MEDICAL OFFI	361584	0	233497	0	0	0	12750	0	24688	0	632519	0	0	0
AYERS DAVID C MD
PHYSICIAN, CHAIR OF ORTHOPEDICS AND	563206	0	31250	0	0	0	12750	0	26362	0	633568	0	0	0
BOZORGZADEH ADEL MD
PHYSICIAN, CHIEF OF ORGAN TRANSPLANT	436911	0	151688	0	0	0	12750	0	27123	0	628472	0	0	0
CHANDLER WILLIS
FORMER DIRECTOR UNTIL 12/31/11, CLIN	10273	0	0	0	25978	0	60403	0	912	0	97566	0	25978	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
PART I, LINE 1A	SPLIT DOLLAR GROSS UP CALCULATIONS TO WALTER ETTINGER WHICH ARE TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4B	NAME OF PARTICIPANTS IN OR RECEIVING PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN EXECUTIVES BROWN, DOUGLAS S. $35,376 CAVAGNARO, CHARLES III, M.D. $0 COFONE, MICHAEL J. $0 CORBETT, WILLIAM M.D. $24,927 DALY, SHEILA $31,338 DICKSON, ERIC, M.D. $20,844 EKSTROM, DEBORAH $14,554 FAIRCHILD, DAVID, M.D. $0 FELDMANN, ROBERT $0 FINBERG, ROBERT W., M.D. $0 KEATING, TODD A. $45,193 LAPIDAS, GARY N. $41,861 LAPRIORE, CHERYL M. $19,218 MOORE, KAREN $0 MULDOON, PATRICK L. $33,933 O'BRIEN, JOHN G. $0 SHAKMAN, ALICE $20,653 STREETER, MICHELE M. $17,241 SWENSON, DANA $0 TOSI, STEPHEN E., M.D. $86,119 SUBTOTAL EXECUTIVES $391,257 KEY EMPLOYEES ANDERSON, MILTON C. $0 BLUTE, MICHAEL, M.D. $0 BRENCKLE, GEORGE, PH.D. $32,290 BOLLAND ESHGHI, KATHERINE $0 CYR, JAMES P. $0 DALEY, JENNIFER M.D. $36,904 DIAMOND, VICTORIA $47,362 ETTINGER, WALTER H., M.D. $70,554 FISHER, BARBARA $26,121 HUDLIN, MARGARET, M.D. $0 HYLKA, SHARON $35,958 KLUGMAN, ROBERT, M.D. $36,333 KRUGER, NANCY $27,847 PHILLIPS, ROBERT A., M.D. $70,541 RANDOLPH, JOHN $0 SUBTOTAL KEY EMPLOYEES $383,910 FORMER O/D OR KEY EMPLOYEES CHANDLER, WILLIS $25,978 SUBTOTAL FORMER $25,978 TOTAL - ALL $801,145
PART III	PART II - DISCLOSURES: 1) DURING CY12 THE MAJORITY OF THE AMOUNT REPORTED IN JOHN O'BRIEN'S COLUMN C - COMPENSATION ($2,733,454) 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) JOHN O'BRIEN'S RETIREMENT AND OTHER DEFERRED COMPENSATION AMOUNT INCLUDES A CONTINGENT DEFERRED COMPENSATION ACCRUAL OF $626,633 WHICH REMAINS THE PROPERTY OF UMASS MEMORIAL UNTIL THE TERMS OF THE DEFERRED AGREEMENT IS FULFILLED. 3) 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 2012. THE NAME OF THE UNRELATED ORGANIZATION IS UMASS MEDICAL SCHOOL. PART III - UNRELATED ORGANIZATION COMPENSATION ANDRIENI, JULIA, M.D. $96,164 BROWN, ALAN P., M.D. $63,278 CARLUCCI, DANIEL, M.D. $90,300 FERRUCCI, JOSEPH, M.D. $211,620 FINBERG, ROBERT W., M.D. $297,641 KENNEDY, KATHRYN, M.D. $35,698 LASSER, DANIEL H., M.D. $256,262 MESSINA, LOUIS, M.D. $70,870 METZMAKER, JEFFREY N., M.D. $130,596 ROSEN, MAX P., M.D. $75,888 ZIEDONIS, DOUGLAS, M.D. $212,405 LITWIN, DEMETRIUS, M.D. $277,880 TAM, STANLEY, M.D. $202,106 AROUS, ELIAS J., M.D. $145,918 AYERS, DAVID C., M.D. $166,965 BOZORGZADEH, ADEL, M.D. $131,616 TOTAL COMPENSATION $2,465,207	SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MHEFA-UMASS MEMORIAL SERIES D
A	042456011	57586CLQ6	2005-08-18	107450000	SEE PART VI	0	0	0
MHEFA-UMASS MEMORIAL VARIABLE RATE SERIES E
B	042456011	57586EH27	2009-05-22	30000000	SEE PART VI	0	0	0
MHEFA-UMASS MEMORIAL VARIABLE RATE SERIES F
C	042456011	57586EH27	2009-05-22	30000000	SEE PART VI	0	0	0
MHEFA-MARLBOROUGH HOSPITAL VARIABLE RATE SERIES A
D	042456011		2009-11-24	9420000	SEE PART VI	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount RetiredAmountRetired
A	110212484	10709415	5411300	1384731	3118338	95000000	2006	0	1	1
B	30062453		335209	205455		29856998	2012	0	1	1	1985000
C	30062772		613645	118700		29944072	2012	0	1	1	1985000
D	9420000		215838	93458		9326542	2009	1	1	1	757000

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Engage Bond Counsel ContractsEngageBondCounselContracts	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	1	1	0.00580	0.00580	1
B	0				1
C	0				1
D	0				1

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
A	1	0	0
B	1	1	1
C	1	1	1
D	1	1	1

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	1
B	1
C	1
D	1

Form990 Schedule K Part VI Form990ScheduleKPartVI (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PART I - BOND ISSUES	(A) ISSUER NAME	MHEFA - UMASS MEMORIAL, SERIES D MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES E MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES F 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	MHEFA - UMASS MEMORIAL, SERIES D	PART I COLUMN (C ) CUSIP #: 57586CLQ6 PART I COLUMN (F) DESCRIPTION OF PURPOSE: COMPLETION OF THE EXPANSION OF THE EMERGENCY DEPT AND ROUTINE CAPITAL EQUIPMENT AND/OR RENOVATION PROJECTS
PART I - BOND ISSUE	MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES E	PART I COLUMN (C ) CUSIP #: 57586EH27 PART I COLUMN (F) DESCRIPTION OF PURPOSE: RENOVATION, EQUIPPING AND CONSTRUCTION FOR CLINICAL, SUPPORT SERVICE AND INFRASTRUCTURE PROJECTS
PART I - BOND ISSUE	MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES F	PART I COLUMN (C ) CUSIP #: 57586EH27 PART I COLUMN (F) DESCRIPTION OF PURPOSE: RENOVATION, EQUIPPING AND CONSTRUCTION FOR CLINICAL, SUPPORT SERVICE AND INFRASTRUCTURE PROJECTS
PART I - BOND ISSUE	MHEFA - MARLBOROUGH HOSPITAL VARIABLE RATE, SERIES A	PART I COLUMN (F) DESCRIPTION OF PURPOSE: PAY OFF HEFA POOL O LOAN, ER RENOVATIONS, EICU EQUIPMENT, CT SCAN LEASE, MAMMOGRAPHY UNIT
PART I - BOND ISSUE	MHEFA - UMASS MEMORIAL, SERIES G	PART I COLUMN (C ) CUSIP #: 57586EUS8 - 57586EUT6 - 57586EUU3 - 57586EUV1 - 57586EUW9 - 57586EUX7 - 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	MHEFA - UMASS MEMORIAL, SERIES H	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	DIFFERENCE BETWEEN PART I, COLUMN(E) AND PART II, LINE 3	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 $3,118,338, LESS ISSUE DISCOUNT OF ($960,668), EQUALS LINE 3 OF $110,212,484. 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 MHEFA - 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 MSTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $280, EQUALS LINE 3 OF $20,000,280.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MHEFA-UMASS MEMORIAL MASTER LEASE
A	042456011	2005-12-07	10000000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
B	042456011	2006-12-27	20000000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
C	042456011	2008-04-24	20000000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
D	042456011	2009-07-24	20000000	CAPITAL EQUIPMENT	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures
A	10000000	10000000	10000000	2006	1	1
B	20000000	20717238	19973035	2007	1	1	5102	26965	717238
C	17904403	20152952	19970928	2009	1	1	112621	29072	152952
D	13461646	20024254	19971500	2010	1	1	278569	28500

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	0	0	0	0	0	0	1
B	0	0	0	0	0	0	1
C	0	0	0	0	0	0	1
D	0	0	0	0	0	0	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
A	1	1
B	1	1
C	1	1
D	1	1

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	1
B	1
C	1
D	1

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MHEFA-UMASS MEMORIAL SERIES G
A	042456011	57586EUS8	2010-05-27	60445000	SEE PART VI	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
B	043431814		2010-12-09	20000000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL SERIES H
C	043431814	57583UGP7	2011-08-10	90990000	SEE PART VI	0	0	0
MDFA-UMASS MEMORIAL MASTER LEASE
D	043431814		2011-12-28	20000000	CAPITAL EQUIPMENT	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures
A	13845000	61833836	2463488	60734797	1099039	2010	0	1	1
B	8924389	20005301	209682		33031	2011	0	1	1	5301	19966969
C	5090000	92293778	4458468	910585463	1235315	2011	1	1	1
D	5637961	20013504	260626		29000	2012	0	1	1	13504	19971000

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	0	0	0	0	0	0	1
B	0	0	0	0	0	0	1
C	0	0	0	0	0	0	1
D	0	0	0	0	0	0	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
A	1	1
B	1	1
C	1	1
D	1	1

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	1
B	1
C	1
D	1

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

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)
Issuer EIN	043431814	IssuerEIN
Date Issued	2013-08-14	DateIssued
Issue Price	20000000	IssuePrice
Description Of Purpose	CAPITAL EQUIPMENT	DescriptionOfPurpose
Defeased	0	Defeased
On Behalf Of Issuer	0	OnBehalfOfIssuer
Pool Financing	0	PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Amount Retired	268438	AmountRetired
Total Proceeds	20000280	TotalProceeds
Capitalized Interest	19167	CapitalizedInterest
Issuance Costs From Proceeds	36810	IssuanceCostsFromProceeds
Working Capital Expenditures	280	WorkingCapitalExpenditures
Capital Expenditures	13939920	CapitalExpenditures
Amount Unspent	6023270	AmountUnspent
Year Of Subst Completion	2013	YearOfSubstCompletion
Current Refunding	0	CurrentRefunding
Advance Refunding	0	AdvanceRefunding
Final Allocation Made	0	FinalAllocationMade
Adequate Books And Recds Maintaind	1	AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedProperty
Any Lease Arrangements	0	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	0	MngmentCntrctBondFinancdPrprty
Any Research Agreements	0	AnyResearchAgreements
Bond Iss Meet Prvt Security Pay Test	0	BondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedProp
Non Qualified Bond Remed Procdrs	1	NonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiled
Rebate Not Due Yet	0	RebateNotDueYet
Exception To Rebate	0	ExceptionToRebate
No Rebate Due	0	NoRebateDue
Variable Rate Issue	0	VariableRateIssue
Hedge Identified In Books And Recds	0	HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGIC
Gross Proceeds Invested	0	GrossProceedsInvested
Written Proc To Monitor Reqs	1	WrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Proc To Undertk Corrective Action	1	ProcToUndertkCorrectiveAction

Schedule L IRS990ScheduleL

Loan Table LoanTable (4 entries)

Relationship With OrganizationRelationshipWithOrganization	Purpose Of LoanPurposeOfLoan	Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
FLOYD CONNELLY
FORMER EXECUTIVE DIRECTOR OF CMMIC, INC.	CSV OF LIFE INSURANCE	X	$455,570	251480	0	1	1
THOMAS CUMMINGS
FORMER CEO OF MARLBOROUGH HOSPITAL	CSV OF LIFE INSURANCE	X	$377,630	200437	0	1	1
RICHARD H SCHEFFER
FORMER CEO OF WING MEMORIAL CORP.	CSV OF LIFE INSURANCE	X	$26,660	29324	0	1	1
WILLIAM J WILLIAMS
FORMER OFFICER OF HEALTHALLIANCE HOSPITALS, INC.	CSV OF LIFE INSURANCE	X	$1,981,627	3714699	0	1	1

Field	Value	IRS element (for citing)
Total Balance Due	4195940	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (19 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
ROBERT KLUGMAN MD
KEY EMPLOYEE	209777	RENTAL OF PROPERTY - EXPENSE	0
FERNANDO CATALINA MD
CURRENT DIRECTOR	311508	RENTAL OF PROPERTY - INCOME	0
MICHAEL J LYONS MD
CURRENT DIRECTOR	311508	RENTAL OF PROPERTY - INCOME	0
JOHN CLEMENTI
CURRENT DIRECTOR	35324	RENTAL OF PROPERTY - EXPENSE	0
ANTHONY J MERCADANTE
CURRENT DIRECTOR & FAMILY MEMBER OF NICHOLAS MERCADANTE	207108	INDEPENDENT CONTACTOR ARRANGEMENT	0
EDWARD MANZI
CURRENT DIRECTOR	206570	RENTAL OF PROPERTY - EXPENSE	0
ERIC W DICKSON MD
CURRENT OFFICE & DIRECTOR	130000	INDEPENDENT CONTRACTOR ARRANGEMENT	0
ROBERT HAVELES
CURRENT DIRECTOR	29668	INDEPENDENT CONTACTOR ARRANGEMENT	0
WILLIAM F SULLIVAN SR
CURRENT DIRECTOR	254656	INDEPENDENT CONTACTOR ARRANGEMENT	0
JOHN BUDD
CURRENT DIRECTOR	586332	INDEPENDENT CONTACTOR ARRANGEMENT	0
KATHLEEN HYLKA
FAMILY MEMBER OF SHARON HYLKA, KEY EMPLOYEE	98045	EMPLOYMENT ARRANGEMENT	0
JOANNE D'ONFRO
FAMILY MEMBER OF PAUL D'ONFRO, DIRECTOR	51279	EMPLOYMENT ARRANGEMENT	0
ELLEN CARLUCCI
FAMILY MEMBER OF DANIEL CARLUCCI, MD, DIRECTOR	115593	EMPLOYMENT ARRANGEMENT	0
CHERYL SWENSON RN
FAMILY MEMBER OF DANA SWENSON, DIRECTOR	15911	EMPLOYMENT ARRANGEMENT	0
KATHRYN C MAY
FAMILY MEMBER OF DEBORAH EKSTROM, OFFICER	41688	EMPLOYMENT ARRANGEMENT	0
EILEEN HENRICKSON RN
FAMILY MEMBER OF DEBORAH EKSTROM, OFFICER	114468	EMPLOYMENT ARRANGEMENT	0
KAREN BUCKLEY RN
FAMILY MEMBER OF MARY CARLSON, DIRECTOR	62718	EMPLOYMENT ARRANGEMENT	0
ELAINE GRANVILLE RN
FAMILY MEMBER OF CHERYL LAPRIORE, KEY EMPLOYEE	64064	EMPLOYMENT ARRANGEMENT	0
JOSHUA P SZYMANSKI
FAMILY MEMBER OF CANDRA SZYMANSKI, CURRENT OFFICER & DIRECTOR	27048	EMPLOYMENT ARRANGEMENT	0

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PART II - LOANS FROM INTERESTED PERSONS	THE CASH VALUE OF LIFE INSURANCE POLICIES:	NAME OF INTERESTED PERSON, TITLE, ORIGINAL PRINCIPAL AMOUNT, BALANCE DUETHOMAS CUMMINGS, FORMER CEO OF MARLBOROUGH HOSPITAL, $377,630, $200,437RICHARD H. SCHEFFER, FORMER CEO OF WING MEMORIAL CORP., $26,660, $29,324WILLIAM J. WILLIAMS, FORMER OFFICER OF HEALTHALLIANCE HOSPITALS, INC., $1,981,627, $3,714,699FLOYD CONNELLY, FORMER DIRECTOR OF CMMIC, INC., $455,570, $251,480TOTAL ORIGINAL PRINCIPAL AMOUNT $2,841,487TOTAL BALANCE DUE $4,195,940AMOUNTS DUE FROM CURRENT AND 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.
PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS		SEVERAL OF OUR COMMUNITY HOSPITALS MAINTAIN LOCAL BANKING RELATIONSHIPS IN THEIR RESPECTIVE COMMUNITIES, WHICH HAVE BEEN ASSESSED AND MEET FAIR MARKET VALUE REQUIREMENTS. THE VALUE OF THESE RESPECTIVE RELATIONSHIPS ARE WELL BELOW THE DISCLOSURE THRESHOLDS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	3831	NumberOfContributions
Noncash Contribs Rptd F990	159892	NoncashContribsRptdF990
Method Of Determining Revenues	FMV/SELLING PRICE	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	THIRD PARTY USE:	Identifier
Return Reference	PART I, LINE 32B:	ReturnReference
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.	Explanation

Schedule N IRS990ScheduleN

Liquidation Table LiquidationTable

Liquidation Detail LiquidationDetail (5 entries)

Description Of AssetDescriptionOfAsset	Date Of DistributionDateOfDistribution	FMV Of AssetFMVOfAsset	Method Of FMV DeterminationMethodOfFMVDetermination	EINEIN	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	IRC SectionIRCSection
UMASS MEMORIAL MEDICAL CENTER INC
CASH	2012-10-01	1107898	BOOK VALUE	043358564	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL MEDICAL CENTER INC
NOTES RECEIVABLE	2012-10-01	1139661	BOOK VALUE	043358564	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL MEDICAL CENTER INC
FIXED ASSETS	2012-10-01	2848278	BOOK VALUE	043358564	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL MEDICAL CENTER INC
INVESTMENTS	2012-10-01	6339355	BOOK VALUE	043358564	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)
UMASS MEMORIAL MEDICAL CENTER INC
OTHER ASSETS	2012-10-01	1314290	BOOK VALUE	043358564	306 BELMONT STREET	WORCESTER	MA	01604	501(C)(3)

Field	Value	IRS element (for citing)
Director Of Successor	1	DirectorOfSuccessor
Employee Of Successor	0	EmployeeOfSuccessor
Owner Of Successor	0	OwnerOfSuccessor
Receive Compensation	0	ReceiveCompensation
Assets Distributed	1	AssetsDistributed
Required To Notify AG	1	RequiredToNotifyAG
AG Notified	1	AGNotified
Liabilities Paid	1	LiabilitiesPaid
Bonds Outstanding	0	BondsOutstanding

Form990 Schedule N Part III Form990ScheduleNPartIII

Field	Value	IRS element (for citing)
Explanation	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 #3642THIS INCLUDES:JOHN G. O'BRIENEDWARD J. PARRY, IIIPAUL KANGASJOHN H. BUDDUMASS MEMORIAL LABORATORIES, INC. WAS MERGED INTO ANOTHER ORGANIZATION WITHIN THE UMASS MEMORIAL SYSTEM.SEE ATTACHED MERGER DOCUMENTS	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2	DISCLOSURE YEAR, DISCLOSING INDIVIDUAL, TITLE/ROLE, RELATIONSHIP WITH, RELATIONSHIP UMMHC 2012 - BUDD, JOHN, BOARD MEMBER, PAUL D'ONFRO (BUSINESS), ARTHUR BERGERON (BUSINESS) 2012 - PHILLIPS, ROBERT, KEY EMPLOYEE, JULIA ANDRIENI (FAMILY) VENTURES 2012, NONE MEDICAL GROUP 2012, NONE MEMBER ENTITIES HEALTH ALLIANCE 2012 - CLEMENTE, JOHN, BOARD MEMBER, 80 ERDMAN WAY LLC (BUSINESS) 2012 - CATALINO, FERNANDO, BOARD MEMBER, GAIL ALLEN (BOARD MEMBER), NORMAN BOUDREAU (BOARD MEMBER), DONATA MARTIN (BOARD MEMBER), BOYS & GIRLS CLUB (BOARD MEMBER) 2012 - MERCANDANTE, ANTHONY, BOARD MEMBER, NICHOLAS MERCANDANTE (FAMILY) 2012 - MERCANDANTE, NICHOLAS, BOARD MEMBER, ANTHONY MERCANDANTE (FAMILY) CHL 2012 - EKSTROM, DEBORAH, BOARD MEMBER, FIDELITY MUTUAL HOLDING COMPANY (BOARD MEMBER) & FIDELITY COOPERATIVE BANK (BUSINESS) MARLBOROUGH 2012 - CARLUCCI, DANIEL, BOARD MEMBER, ELLEN CARLUCCI (FAMILY( 2012 - BERGERON, ARTHUR, BOARD MEMBER, MARLBOROUGH CANCER CENTER (BUSINESS) WING 2012 - COOLIDGE, KATHERINE, BOARD MEMBER, EDWARD NOONAN (BUSINESS), JAMES PHANEUF (BUSINESS), PAUL SCULLY (BUSINESS) 2012 - PHANEUF, JAMES, BOARD MEMBER, CHARLES CAVAGNARO (BUSINESS), EDWARD NOONAN (BUSINESS), ROBERT S. HAVELES (BUSINESS), JAMES ST. AMAND (BUSINESS), PAUL SCULLY (BUSINESS), KATHERINE COOLIDGE (BUSINESS) 2012 - MITCHELL, LINDA, BOARD MEMBER, STEVEN LOWELL (BUSINESS), RON CHRISTIANSEN (BUSINESS), PAUL SCULLY (BUSINESS), PATRICK TURLEY (BUSINESS), ROBERT S. HAVELES (BUSINESS) 2012 - NOONAN, EDWARD, BOARD MEMBER, CHARLES CAVAGNARO (BUSINESS), JAMES ST. AMAND (BUSINESS), JAMES PHANEUF (BUSINESS), KATHERINE COOLIDGE (BUSINESS), ROBERT S. HAVELES (BUSINESS), PATRICK TURLEY (BUSINESS), LAUREN MILLER (BUSINESS), ELAINE ANDERSON (BUSINESS) 2012 - TURLEY, PATRICK, BOARD MEMBER, EDWARD NOONAN (BUSINESS), RON CHRISTIANSEN (BUSINESS), PAUL SCULLY (BUSINESS) 2012 - HAVELES, ROBERT, BOARD MEMBER, EDWARD NOONAN (BUSINESS), JAMES PHANEUF (BUSINESS), PAUL SCULLY (BUSINESS) , JAMES ST. ARMAND (BUSINESS) 2012 - CHRISTIANSEN, RONALD, BOARD MEMBER, LINDA MITCHELL (BUSINESS), PATRICK TURLEY (BUSINESS) 2012 - SCULLY, PAUL, BOARD MEMBER, RON CHRISTIANSEN (BUSINESS), PATRICK TURLEY (BUSINESS), ROBERT HAVELES (BUSINESS), JAMES PHANEUF (BUSINESS), CHARLES CAVAGNARO (BUSINESS), KATHERINE COOLIDGE (BUSINESS), LINDA MITCHELL (BUSINESS), ELAINE ANDERSON (BUSINESS) 2012 - ANDERSON, ELAINE, BOARD MEMBER, EDWARD NOONAN (BUSINESS) CLINTON 2012 - NONE
FORM 990, PART VI, SECTION A, LINE 6	THERE ARE NO CLASSES OF DIRECTORS. THE VOTING RIGHTS OF EACH MEMBER'S BOARD IS 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 4,120,073. PENSION RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST 177,914,762. CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 2,102,136. MISCELLANEOUS -19,152. NET ASSETS RELEASED FROM RESTRICTION FOR PPE 740,737. TEMPORARY RESTRICTED FUND EXPENDITURES -4,837,792. GAIN/(LOSS) ON DISCONTINUED OPERATIONS -1,534,089. ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 2,474. K-1 ACTIVITY FROM PARTNERSHIPS 850,880. TRANSFERS TO RELATED PARTIES 100,935.	CHANGES IN NET ASSETS OR FUND BALANCES:
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: 9/30/2012 MARLBOROUGH HOSPITAL; 157 UNION STREET, MARLBOROUGH, MA 01752 EIN: 04-2104693 FISCAL YEAR END: 9/30/2012 UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3374724 FISCAL YEAR END: 9/30/2012 UMASS MEMORIAL HOSPITALS, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3296271 FISCAL YEAR END: 9/30/2012 UMASS MEMORIAL HEALTH VENTURES, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 22-2605679 FISCAL YEAR END: 9/30/2012 UMASS MEMORIAL LABORATORIES, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3321703 FISCAL YEAR END: 9/30/2012 UMASS MEMORIAL MEDICAL CENTER, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3358564 FISCAL YEAR END: 9/30/2012 UMASS MEMORIAL MEDICAL GROUP, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-2911067 FISCAL YEAR END: 9/30/2012 UMASS MEMORIAL REALTY, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-2805630 FISCAL YEAR END: 9/30/2012 WING MEMORIAL HOSPITAL CORP.; 40 WRIGHT STREET, PALMER, MA 01069 EIN: 22-2519813 FISCAL YEAR END: 9/30/2012 UMASS MEMORIAL HEALTH CARE, INC. (PARENT); 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3358566 FISCAL YEAR END: 9/30/2012 COMMUNITY HEALTHLINK, INC.; 72 JAQUES AVENUE, WORCESTER, MA 01610 EIN: 04-2626179 FISCAL YEAR END: 9/30/2012 CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC.; 367 PLANTATION STREET, WORCESTER, MA 01605 EIN: 04-2981362 FISCAL YEAR END: 9/30/2012 CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-3172496 FISCAL YEAR END: 9/30/2012 COORDINATED PRIMARY CARE, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-3210002 FISCAL YEAR END: 9/30/2012 HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.; 25 TUCKER ROAD, LEOMINSTER, MA 01453 EIN: 04-2932308 FISCAL YEAR END: 9/30/2012 HEALTHALLIANCE HOSPITALS, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-2103555 FISCAL YEAR END: 9/30/2012 CAITLIN RAYMOND INTERNATIONAL REGISTRY, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 06-1749208 FISCAL YEAR END: 9/30/2012 CLINTON HOSPITAL FOUNDATION, INC.; 306 BELMONT STREET, WORCESTER, MA 01604 EIN: 04-3357881 FISCAL YEAR END: 9/30/2012	GROUP RETURN
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.	COMMUNITY INFORMATION - CONTINUED FROM SCHEDULE H

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg
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

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	Code VCodeVAmount	General Or Managing PartnerGeneralOrManagingPartner	Percentage OwnershipPercentageOwnership	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	42700567	424244029	0	-$423	1	1.00000
UMASS MEMORIAL MRI OF MARLBOROUGH LLC
157 UNION STREET	MARLBOROUGH	MA	01752	202293995	MAGNETIC RESONANCE IMAGING	MA		RELATED	554282	337933	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	989029	1245441	0		0	0.60000

Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)

Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	CountryAddressForeign/Country	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile Foreign CountryLegalDomicileForeignCountry	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Controlled OrgControlledOrg	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1
COMMONWEALTH PROFESSIONAL ASSURANCE CO LTD
PO BOX 1051 GT	GRAND CAYMAN	CJ	980226143	INSURANCE	CJ	N/A	C	6015243	174115169	1.00000	0
MEMORIAL OFFICE CONDOMINIUM TRUST
			046616900	CONDOMINIUM ASSOCIATION			T		484255	0.53690	0	306 BELMONT STREET	WORCESTER	MA	01604	MA	UMASS MEMORIAL MEDICAL CENTER INC
BIO-LAB INC
			042708828	CLINICAL LABORATORY			S	699142	1059405	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	465	97010	0.63040	0	57 SUFFOLK STREET	HOLYOKE	MA	01040	MA	UMASS MEMORIAL REALTY INC

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	1	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	1	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	1	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	1	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (20 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
L	24387201	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
B	2091975	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
Q	83803	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
L	2895540	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
N	814423	FAIR VALUE
WING MEMORIAL HOSPITAL CORPORATION
Q	300000	FAIR VALUE
UMASS MEMORIAL REALTY INC
J	4411002	FAIR VALUE
UMASS MEMORIAL HEALTH VENTURES INC
P	367632	FAIR VALUE
UMASS MEMORIAL REALTY INC
P	369228	FAIR VALUE
MARLBOROUGH HOSPITAL
P	2039339	FAIR VALUE
THE CLINTON HOSPITAL ASSOCIATION
P	1388103	FAIR VALUE
WING MEMORIAL HOSPITAL CORPORATION
P	2192554	FAIR VALUE
WING MEMORIAL HOSPITAL CORPORATION
N	94515	FAIR VALUE
CENTRAL NEW ENGLAND HEALTH ALLIANCE INC
P	3526765	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
P	145815172	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
P	38719918	FAIR VALUE
CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER INC
P	135084	FAIR VALUE
COMMUNITY HEALTHLINK INC
P	596650	FAIR VALUE
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
P	21365213	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
C	58695581	FAIR VALUE