UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 04-3358566)
Tax period: 2019-10-01 to 2020-09-30
Filed: 2021-08-13
IRS object ID: 202132259349300138
Schema version: 2019v5.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-08-13T09:30:41-05:00	ReturnTs
Tax Period End	2020-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9600 Brownsboro Road Suite 400	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402413902	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	043358566	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	UMAS	BusinessNameControlTxt
Phone	5083340252	PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Sergio Melgar	PersonNm
Person Title	EVP/CFO/Treasurer	PersonTitleTxt
Signature	2021-08-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RACHEL SPURLOCK	PreparerPersonNm
PTIN	P00520729	PTIN
Phone	5023263996	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$410,347,483	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	umassmemorialhealthcare.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1998	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	To support, develop and coordinate an integrated health care delivery system that includes multiple health care facilities and providers. To receive in trust, from whatever source, and administer gifts and grants, whether restricted or for a specific purpose. To promote services and programs that are charitable, scientific or educational and that address the physical and mental needs of the community at large, provided the corporation shall operate exclusively for the benefit of the Medical Center and other charitable organizations or hospitals that are under common control.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	1873	TotalEmployeeCnt
Total Volunteers	16	TotalVolunteersCnt
Total Gross UBI	$9,934	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$6,434	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,695,136	PYContributionsGrantsAmt
CY Contributions Grants	$1,681,548	CYContributionsGrantsAmt
PY Program Service Revenue	$387,364,915	PYProgramServiceRevenueAmt
CY Program Service Revenue	$395,910,708	CYProgramServiceRevenueAmt
PY Investment Income	$10,731,537	PYInvestmentIncomeAmt
CY Investment Income	$12,466,235	CYInvestmentIncomeAmt
PY Other Revenue	-$109,718	PYOtherRevenueAmt
CY Other Revenue	$185,508	CYOtherRevenueAmt
PY Total Revenue	$399,681,870	PYTotalRevenueAmt
CY Total Revenue	$410,243,999	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,980,887	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$337,953	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$179,208,006	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$179,224,262	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,472,205	CYTotalFundraisingExpenseAmt
PY Other Expenses	$213,099,853	PYOtherExpensesAmt
CY Other Expenses	$218,924,637	CYOtherExpensesAmt
PY Total Expenses	$395,288,746	PYTotalExpensesAmt
CY Total Expenses	$398,486,852	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,393,124	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$11,757,147	CYRevenuesLessExpensesAmt
Total Assets BOY	$885,822,460	TotalAssetsBOYAmt
Total Assets EOY	$909,920,912	TotalAssetsEOYAmt
Total Liabilities BOY	$358,156,237	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$654,246,254	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$527,666,223	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$255,674,658	NetAssetsOrFundBalancesEOYAmt
Mission	UMASS MEMORIAL HEALTH CARE, INC. IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICES, TEACHING AND RESEARCH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$388,460,893	ExpenseAmt
Grant	$337,953	GrantAmt
Revenue	$395,910,708	RevenueAmt
Desc	TO SUPPORT THE ADVANCEMENT OF THE KNOWLEDGE, EDUCATION, AND RESEARCH AND THE PRACTICE OF HEALTH CARE RELATED SERVICES THROUGH THE OVERSIGHT OF UMASS MEMORIAL HEALTH CARE OPERATIONS AND THE EFFICIENT DELIVERY OF SUPPORT SERVICES.	Desc
Total Program Service Expenses	$388,460,893	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	Yes (true)	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (true)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	456	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1873	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Brian Huggins	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5083340252	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ERIC W DICKSON MD
PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.	40.0	5.0	Yes (X)	Yes (X)	$2,317,497	$0	$410,261
RAYMOND PAWLICKI
VICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
RICHARD SIEGRIST
CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
DAVID L BENNETT
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
EDWARD D'ALELIO
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
ELVIRA GUARDIOLA
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
EVAN BENJAMIN MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
LESLIE BOVENZI
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
LYNDA M YOUNG MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
MARK JOHNSON MD
DIRECTOR, UMM HEALTH CARE, INC.	5.0	28.0	Yes (X)		$0	$739,969	$46,356
MICHAEL COLLINS MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
NANCY KANE
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PAUL KANGAS
DIRECTOR UNTIL FY2020, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PAULETTE SEYMOUR-ROUTE PHD
DIRECTOR, UMM HEALTH CARE, INC.	5.0	40.0	Yes (X)		$0	$156,704	$3,277
PETER KNOX
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
RICHARD K BENNETT
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
ROBERT W FINBERG MD
DIRECTOR, UMM HEALTH CARE, INC.	5.0	20.0	Yes (X)		$0	$439,902	$80,930
ROSEMARY THOMSEN
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
SUSAN MAILMAN
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
TERENCE FLOTTE MD
DIRECTOR, UMM HEALTH CARE, INC.	1.0	1.0	Yes (X)		$0	$0	$0
DOUGLAS S BROWN
SECRETARY, UMM HEALTH CARE, INC.	40.0	5.0		Yes (X)	$997,224	$0	$195,698
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM HEALTH CARE, INC.	40.0	5.0		Yes (X)	$529,702	$0	$121,693
SERGIO MELGAR
EVP/CFO/Treasurer, UMM Health Care, Inc. Officer	40.0	6.0		Yes (X)	$1,172,335	$0	$248,108
ALICE A SHAKMAN
SVP, CLINICAL SVCS	5.0	40.0			$0	$465,533	$93,573	Yes (X)
ANDREW KARSON MD
SVP, CMO-UMMMC	5.0	40.0			$0	$581,566	$87,935	Yes (X)
BART METZGER
SVP, CHIEF HR OFFICER	40.0	5.0			$687,396	$0	$109,031	Yes (X)
CHERYL LAPRIORE
SVP, CHF OF STAFF &CHF MKTG OFC	40.0	5.0			$580,439	$0	$131,675	Yes (X)
DANA SWENSON
SVP, CHIEF FACILITIES OFFICER UNTIL FY2020	40.0	5.0			$337,245	$0	$102,606	Yes (X)
JACK W BAILEY
SVP, CLINICAL SVCS	5.0	40.0			$0	$197,225	$37,822	Yes (X)
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	5.0	40.0			$0	$369,164	$106,644	Yes (X)
JOHN GREENWOOD
SVP, POP HLTH & PRESIDENT, ACO	5.0	40.0			$0	$432,130	$127,091	Yes (X)
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	40.0	5.0			$390,614	$0	$101,984	Yes (X)
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	40.0	5.0			$556,377	$0	$97,034	Yes (X)
JUSTIN PRECOURT
SVP, PATIENT CARE SVCS & CNO	5.0	40.0			$0	$309,724	$51,462	Yes (X)
MICHAEL GUSTAFSON MD
PRESIDENT, MEDICAL CENTER	5.0	40.0			$0	$1,025,075	$114,006	Yes (X)
MICHELE STREETER
EXEC VP/COO UMMMG	5.0	40.0			$0	$667,713	$145,781	Yes (X)
NICOLE GAGNE
PRESIDENT UNTIL FY2020, COMMUNITY HEALTHLINK, INC.	5.0	40.0			$0	$298,198	$73,871	Yes (X)
ROBERT FELDMANN
SVP, FINANCE/CORPORATE CONTROLLER	40.0	5.0			$531,538	$0	$115,044	Yes (X)
STEPHEN E TOSI MD
CHIEF PHYSICIAN EXECUTIVE	5.0	40.0			$0	$1,093,218	$115,473	Yes (X)
STEVEN ROACH
PRESIDENT, CNEHA, Inc. & MARLBOROUGH HOSPITAL	5.0	41.0			$0	$553,160	$111,164	Yes (X)
THERESE DAY
VP/CHIEF FINANCIAL OFFICER MED CENTER	5.0	40.0			$0	$467,894	$119,261	Yes (X)
TIMOTHY A TARNOWSKI
SVP, CHIEF INFO OFFICER & CTO UNTIL FY2020	40.0	5.0			$724,705	$0	$149,262	Yes (X)
WILLIAM CORBETT MD
SVP, COMMUNITY PRACTICES	5.0	40.0			$0	$570,386	$138,020	Yes (X)
ALAN R WESTON
VP, HUMAN RESOURCES	40.0	0			$399,095	$0	$84,842		Yes (X)
CATHERINE M ROSSI
VP HEALTH SYSTEM CONTRACTING	40.0	0			$355,578	$0	$85,911		Yes (X)
ERIC J ALPER MD
VP, CHIEF CLIN INFORMATICS OFC	40.0	0			$572,808	$0	$116,295		Yes (X)
ROBIN L SODANO
VP, INFORMATION SYSTEMS	40.0	0			$396,156	$0	$94,552		Yes (X)
TOD G WIESMAN
VP, OPD,CHIEF LEARNING OFFICER	40.0	0			$354,013	$0	$92,979		Yes (X)
BARBARA FISHER
FORMER KEY EE, SVP UNTIL 9/25/19, OPERATIONS (UMMMC)	0.0	0.0			$0	$589,283	$94,933			Yes (X)
DEBORAH WEYMOUTH
FORMER PRESIDENT UNTIL 9/27/19, HEALTHALLIANCE-CLINTON HOSPITAL	0.0	0.0			$0	$971,730	$126,314			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$10,902,722	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$9,928,574	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,930,888	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	276	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Crothal Healthcare Inc
13028 Collection Center Drive	Chicago	IL	60693	Clinical Engineering Services	$17,326,874
Vizient Inc
290 E John Carpenter Freeway	Irving	TX	75062	Supply Chain Services	$4,775,721
Groupware Technology Inc
541 Division Street	Campbell	CA	95008	Enterprise Security Services	$3,947,559
Nordic Consulting Partners Inc
MSC 7579	Nashville	TN	372417579	Consulting Services	$2,828,421	PO Box 415000
Affiliated Professional Services Inc
2527 Cranberry Highway	Wareham	MA	02571	Collection Services	$1,837,642

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	112	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$75,330	FederatedCampaignsAmt
Fundraising	$182,250	FundraisingAmt
Government Grants	$28,771	GovernmentGrantsAmt
All Other Contributions	$1,395,197	AllOtherContributionsAmt
Total Contributions	$1,681,548	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
System allocation premium	622110	$342,699,064	$342,699,064
Professional liability revenue	622110	$29,881,390	$29,881,390
Workers compensation premium	622110	$10,378,274	$10,378,274
General insurance premium	622110	$2,696,208	$2,696,208
Other program service revenue	622110	$10,255,772	$10,255,772

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

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

Field	Value	IRS element (for citing)
Total Program Service Revenue	$395,910,708	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,466,235	TotalRevenueColumnAmt
Unrelated Business Revenue	$9,934	UnrelatedBusinessRevenueAmt
Exclusion	$12,456,301	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gain Or Loss GainOrLossGrp

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

Field	Value	IRS element (for citing)
Fundraising Gross Income	$288,992	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$182,250	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$103,484	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$185,508	TotalRevenueColumnAmt
Exclusion	$185,508	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

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

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$410,243,999	TotalRevenueColumnAmt
Related Or Exempt Func Income	$395,910,708	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$9,934	UnrelatedBusinessRevenueAmt
Exclusion	$12,641,809	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$221,698	TotalAmt
Program Services	$221,698	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$116,255	TotalAmt
Program Services	$116,255	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$10,151,249	TotalAmt
Program Services	$10,151,249	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$132,714,883	TotalAmt
Program Services	$129,491,659	ProgramServicesAmt
Management And General	$2,607,927	ManagementAndGeneralAmt
Fundraising	$615,297	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$13,457,272	TotalAmt
Program Services	$13,153,138	ProgramServicesAmt
Management And General	$246,268	ManagementAndGeneralAmt
Fundraising	$57,866	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$12,794,493	TotalAmt
Program Services	$12,505,338	ProgramServicesAmt
Management And General	$234,139	ManagementAndGeneralAmt
Fundraising	$55,016	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,106,365	TotalAmt
Program Services	$9,877,962	ProgramServicesAmt
Management And General	$184,946	ManagementAndGeneralAmt
Fundraising	$43,457	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,800,154	TotalAmt
Program Services	$1,800,154	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,271,961	TotalAmt
Management And General	$1,269,961	ManagementAndGeneralAmt
Fundraising	$2,000	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$872,602	TotalAmt
Management And General	$872,602	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$68,342,321	TotalAmt
Program Services	$66,169,028	ProgramServicesAmt
Management And General	$2,120,943	ManagementAndGeneralAmt
Fundraising	$52,350	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,758,448	TotalAmt
Program Services	$1,755,553	ProgramServicesAmt
Fundraising	$2,895	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,652,343	TotalAmt
Program Services	$6,792,185	ProgramServicesAmt
Management And General	$283,377	ManagementAndGeneralAmt
Fundraising	$576,781	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$59,837,514	TotalAmt
Program Services	$59,776,575	ProgramServicesAmt
Fundraising	$60,939	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,170,011	TotalAmt
Program Services	$9,849,378	ProgramServicesAmt
Management And General	$317,890	ManagementAndGeneralAmt
Fundraising	$2,743	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$339,152	TotalAmt
Program Services	$66,239	ProgramServicesAmt
Management And General	$272,138	ManagementAndGeneralAmt
Fundraising	$775	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$123,822	TotalAmt
Management And General	$121,736	ManagementAndGeneralAmt
Fundraising	$2,086	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,720,114	TotalAmt
Program Services	$2,720,114	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$32,067,263	TotalAmt
Program Services	$32,066,257	ProgramServicesAmt
Management And General	$1,006	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$26,244,148	TotalAmt
Program Services	$26,223,327	ProgramServicesAmt
Management And General	$20,821	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	Other taxes	Desc
Total	$5,724,784	TotalAmt
Program Services	$5,724,784	ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$398,486,852	TotalAmt
Program Services	$388,460,893	ProgramServicesAmt
Management And General	$8,553,754	ManagementAndGeneralAmt
Fundraising	$1,472,205	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$347,707	BOYAmt
EOY	$37,314,895	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$236,047,077	BOYAmt
EOY	$189,611,170	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,074,847	BOYAmt
EOY	$564,296	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$896,026	BOYAmt
EOY	$2,766,700	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$39,124,501	BOYAmt
EOY	$38,789,805	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$295,293,026	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$92,193,651	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$222,737,350	BOYAmt
EOY	$203,099,375	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,147,536	BOYAmt
EOY	$67,753,271	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$319,141,138	BOYAmt
EOY	$302,984,396	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$251,250	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$65,306,278	BOYAmt
EOY	$66,785,754	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$885,822,460	BOYAmt
EOY	$909,920,912	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$44,165,059	BOYAmt
EOY	$59,143,462	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$109,520	BOYAmt
EOY	$92,452	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$103,930,247	BOYAmt
EOY	$91,757,105	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$174,660	BOYAmt
EOY	$8,721,762	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$209,776,751	BOYAmt
EOY	$494,531,473	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$358,156,237	BOYAmt
EOY	$654,246,254	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$466,184,786	BOYAmt
EOY	$192,417,450	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$61,481,437	BOYAmt
EOY	$63,257,208	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$527,666,223	BOYAmt
EOY	$255,674,658	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$885,822,460	BOYAmt
EOY	$909,920,912	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$11,757,147	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$3,051,959	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$286,800,671	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	7	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (7 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
UMass Memorial Medical Cener Inc
043358564	3	Yes (true)	$249,337,657	$0
Marlborough Hospital
042104693	3	Yes (true)	$8,891,119	$0
UMass Memorial HealthAlliance-Clinton Hospital Inc
042103555	3	Yes (true)	$29,459,151	$0
UMass Memorial Medical Group Inc
042911067	9	Yes (true)	$82,897,058	$0
Community HealthLink Inc
042626179	7	Yes (true)	$333,005	$0
Central New England HealthAlliance Inc
043172496	7	Yes (true)	$6,550	$0
HealthAlliance Home Health and Hospice Inc
042932308	9	Yes (true)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	7	SupportedOrganizationsTotalCnt
Support Sum	$370,924,540	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	Yes (true)	OrganizationChangeSuprtOrgInd
Support Non Supported Org	Yes (true)	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

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

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org.	Organizations removed during the year as a result of Articles of Amendment: UMass Memorial Behavioral Health System, Inc. 04-3374724 UMass Memorial Accountable Care Organization, Inc. 46-2871359 UMass Memorial Health Ventures, Inc. 22-2605679 UMass Memorial Behavioral Health System, Inc. 04-3374724
Schedule A, Part IV, Section A, Line 6 Support to other supported orgs	See details on Schedule I. Prior to Articles of Amendment, support services provided to UMass Memorial Realty, Inc. 04-2805630, $271,664
Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies	THE ORGANIZATIONS SUPPORTED HAVE A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES, AS WELL AS IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS. THE SUPPORTING ORGANIZATIONS PARTICIPATE ON THE INVESTMENT COMMITTEE TO DIRECT THE INVESTMENTS OF THE UMASS MEMORIAL INVESTMENT PARTNERSHIP, IN WHICH THE SUPPORTING ORGANIZATION'S FUNDS ARE INVESTED
Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee	THE PARENT ORGANIZATION HAS THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF THE OFFICERS, DIRECTORS, OR TRUSTEES OF EACH SUPPORTED ORGANIZATION.
Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities	THE ORGANIZATION EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS THROUGH THE DIRECTION OF THE OFFICERS AND DIRECTORS OF THE SUPPORTED ORGANIZATIONS. THERE ARE RESERVED POWERS OF THE PARENT OVER ITS SUBSIDIARIES FOR SIGNIFICANT CORPORATE ACTIONS RELATED TO SUCH ITEMS AS AGREEMENTS TO SELL ASSETS, MERGERS, CAPITAL AND OPERATING BUDGETS, LOAN AGREEMENTS, ELECTION OF THE PRESIDENT, CHANGES TO ARTICLES OF ORGANIZATION/BYLAWS, ADOPTION OF STRATEGIC PLAN, ETC.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$20,718	OtherActivitiesAmt
Total Lobbying Expenditures	$20,718	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	Amounts represent percentage of lobbying expenses included in membership dues paid to the following associations: Americas Essential Hospitals $20,497 Risk and Insurance Management Society $114 The New England Council $107 Total $20,718	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$49,104,824	BeginningYearBalanceAmt
Contributions	$95,486	ContributionsAmt
Investment Earnings Or Losses	$2,689,545	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,255,173	OtherExpendituresAmt
End Year Balance	$50,634,682	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.55	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.45	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$27,881,263	OtherCostOrOtherBasisAmt
Depreciation	$13,548,833	DepreciationAmt
Book Value	$14,332,430	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$267,411,763	OtherCostOrOtherBasisAmt
Depreciation	$78,644,818	DepreciationAmt
Book Value	$188,766,945	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$203,099,375	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$2,521,967	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Investment in captive insurance company	$120,000	C
Units in investment partnership	$300,342,429	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$302,984,396	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
Due from related parties	$65,809,231
Cash value of life insurance policies	$36,932
Beneficial interest	$676,257
Other assets	$263,334

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$66,785,754	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
Due to UMass Medical School	$2,292
Due to related parties	$13,220,937
Outstanding loss and self insured reserves	$58,007,243
Other liabilities	$17,710,324
Contribution payable
Accrued pension & postretirement obligations	$405,590,677
Accrued incentive compensation
Purchase commitments

Field	Value	IRS element (for citing)
Total Liability	$494,531,473	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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

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

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

The System follows a two-step approach for the financial statement recognition and measurement of a tax position taken or expected to be taken on a tax return. The substantial majority of UMass Memorial and its affiliate entities are recognized by the Internal Revenue Service as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Accordingly, these entities will not incur any liability for federal income taxes except for tax on unrelated business taxable income ("UBTI"). Certain affiliates are taxable entities. The measurement of the amounts recorded as a provision for income taxes based upon the aforementioned approach was $433,000 and $197,000 for the years ended September 30, 2020 and 2019, respectively, and is recorded as part of supplies and other expense in the accompanying consolidated statements of operations. The Tax Cuts and Jobs Act (the "Act") was enacted on December 22, 2017. The Act impacts the System in several ways, including new excise taxes on executive compensation, increases to UBTI by the amount of certain fringe benefits for which a deduction is not allowed, changes to the net operating loss rules, repeal of the alternative minimum tax ("AMT"), and the computation of UBTI separately for each unrelated trade or business. Further, the Act reduces the U.S. federal corporate tax rate and federal corporate unrelated business income tax rate from 35% to 21%. The overall impact of the Act has not been material to the System. For the years ended September 30, 2020 and 2019, the System had approximately $14,900,000 and $11,520,000 of net operating loss ("NOL") carryforwards for federal income tax purposes primarily related to its previously discontinued laboratory outreach business. The NOL carryforwards have expiration dates from 2030 through 2035. In compliance with the Tax Cuts and Jobs Act of 2017, the federal components of the deferred tax assets were revalued from 35% to 21%. For the year ended September 30, 2020, the System believes the deferred tax assets of $997,000 will be fully utilized and recognized an income tax expense of $1,414,000 which has been recorded in supplies and other expense in the accompanying consolidated statements of operations. The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of September 30, 2020.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	1	1	Conducting board meetings,Accounting	$171,583
Central America and the Caribbean	0	0	Investments	$120,000
Central America and the Caribbean	0	0	Program Services	$30,913,052	Reimbursement of claims paid
Central America and the Caribbean	0	0	Program Services	$19,545,000	Insurance premiums paid

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$50,749,635	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$50,749,635	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Winter Ball	Event1Nm
Gross Receipts Event1	$471,242	GrossReceiptsEvent1Amt
Charitable Contri Event1	$182,250	CharitableContriEvent1Amt
Gross Revenue Event1	$288,992	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$6,027	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$44,269	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$31,022	FoodAndBeverageEvent1Amt
Entertainment Event1	$8,500	EntertainmentEvent1Amt
Other Direct Expenses Event1	$13,666	OtherDirectExpensesEvent1Amt
Gross Revenue Event2	$0	GrossRevenueEvent2Amt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$471,242	GrossReceiptsTotalAmt
Charitable Contributions Tot	$182,250	CharitableContributionsTotAmt
Gross Revenue Total Events	$288,992	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$6,027	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$44,269	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$31,022	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$8,500	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$13,666	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$103,484	DirectExpenseSummaryEventsAmt
Net Income Summary	$185,508	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
City of Worcester
455 Main Street	Worcester	MA	01608	046001418	City of Worcester	$57,750	$0	N/A	N/A	Support Worcester Division of Public Health
YWCA of Central Massachusetts
One Salem Square	Worcester	MA	01608	042105873	501(c)(3)	$36,281	$0	N/A	N/A	Support Coalition of a Healthy Greater Worcester
Community Legal Aid
405 Main Street	Worcester	MA	01608	042446242	501(c)(3)	$30,000	$0	N/A	N/A	Support Medical Legal Partnership bewteen Umass Memorial & Community Legal Aid
Physician health Svcs Inc
860 Winter Street	Waltham	MA	02454	223234975	501(c)(3)	$27,500	$0	N/A	N/A	Support for Caring for Physicians Health Campagin. Provides confidential consultation and support to physicians, residents, and medical students-Malpractice captive's portion of the aggregate contribution.
Community Harvest Project Inc
37 Wheeler Road	North Grafton	MA	01536	043424018	501(c)(3)	$10,000	$0	N/A	N/A	Support to Community Benefits for Food Insecurity
VNA Care Network
120 Thomas Street	Worcester	MA	01608	042794849	501(c)(3)	$10,000	$0	N/A	N/A	Support for Home Health and Hospice - Worcester Benefit Salute to Nurses
Worcester Railers HC Charitable Fnd
900 Cummings Ctr	Beverly	MA	01608	811645767	501(c)(3)	$6,588	$0	N/A	N/A	Hockey Sponsorship
UMM HealthAlliance-Clinton Hospital
60 Hospital Road	Leominster	MA	01453	042103555	501(c)(3)	$12,000	$0	n/a	n/a	Transfer to related organization for golf tournament

Field	Value	IRS element (for citing)
Total501c3 Org	8	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	EMERGENCY ASSISTANCE SUPPORT FOR EMPLOYEES (EASE)	GrantTypeTxt
Recipient	91	RecipientCnt
Cash Grant	$116,255	CashGrantAmt
Valuation Method Used	BOOK	ValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (34 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ERIC W DICKSON MD
PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.	$1,299,853	$0	$899,108	$0	$118,536	$0	$380,012	$0	$30,249	$0	$2,727,758	$0	$115,656	$0
ROBERT W FINBERG MD
DIRECTOR, UMM HEALTH CARE, INC.	$0	$299,384	$0	$74,939	$0	$65,579	$0	$45,554	$0	$35,376	$0	$520,832	$0	$65,579
MARK JOHNSON MD
DIRECTOR, UMM HEALTH CARE, INC.	$0	$704,969	$0	$35,000	$0	$0	$0	$14,000	$0	$32,356	$0	$786,325	$0	$0
PAULETTE SEYMOUR-ROUTE PHD
DIRECTOR, UMM HEALTH CARE, INC.	$0	$152,262	$0	$0	$0	$4,442	$0	$2,427	$0	$850	$0	$159,981	$0	$0
DOUGLAS S BROWN
SECRETARY, UMM HEALTH CARE, INC.	$597,649	$0	$323,776	$0	$75,799	$0	$167,898	$0	$27,800	$0	$1,192,922	$0	$57,832	$0
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM HEALTH CARE, INC.	$374,075	$0	$119,529	$0	$36,098	$0	$94,391	$0	$27,302	$0	$651,395	$0	$36,098	$0
SERGIO MELGAR
EVP/CFO/Treasurer, UMM Health Care, Inc. Officer	$748,352	$0	$405,127	$0	$18,856	$0	$205,839	$0	$42,269	$0	$1,420,443	$0	$0	$0
BARBARA FISHER
FORMER KEY EE, SVP UNTIL 9/25/19, OPERATIONS (UMMMC)	$0	$188,451	$0	$87,835	$0	$312,997	$0	$71,735	$0	$23,198	$0	$684,216	$0	$230,284
DEBORAH WEYMOUTH
FORMER PRESIDENT UNTIL 9/27/19, HEALTHALLIANCE-CLINTON HOSPITAL	$0	$332,955	$0	$88,313	$0	$550,462	$0	$98,397	$0	$27,917	$0	$1,098,044	$0	$441,471
JACK W BAILEY
SVP, CLINICAL SVCS	$0	$164,172	$0	$33,053	$0	$0	$0	$22,160	$0	$15,662	$0	$235,047	$0	$0
WILLIAM CORBETT MD
SVP, COMMUNITY PRACTICES	$0	$389,029	$0	$139,376	$0	$41,981	$0	$113,127	$0	$24,893	$0	$708,406	$0	$41,981
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	$0	$258,272	$0	$84,754	$0	$26,138	$0	$75,623	$0	$31,021	$0	$475,808	$0	$26,138
THERESE DAY
VP/CHIEF FINANCIAL OFFICER MED CENTER	$0	$326,904	$0	$105,118	$0	$35,872	$0	$89,115	$0	$30,146	$0	$587,155	$0	$35,872
ROBERT FELDMANN
SVP, FINANCE/CORPORATE CONTROLLER	$281,251	$0	$150,315	$0	$99,972	$0	$86,498	$0	$28,546	$0	$646,582	$0	$80,972	$0
NICOLE GAGNE
PRESIDENT UNTIL FY2020, COMMUNITY HEALTHLINK, INC.	$0	$235,367	$0	$46,857	$0	$15,974	$0	$46,497	$0	$27,374	$0	$372,069	$0	$15,974
JOHN GREENWOOD
SVP, POP HLTH & PRESIDENT, ACO	$0	$302,837	$0	$97,539	$0	$31,754	$0	$99,502	$0	$27,589	$0	$559,221	$0	$31,754
MICHAEL GUSTAFSON MD
PRESIDENT, MEDICAL CENTER	$0	$724,575	$0	$300,500	$0	$0	$0	$90,369	$0	$23,637	$0	$1,139,081	$0	$0
ANDREW KARSON MD
SVP, CMO-UMMMC	$0	$462,816	$0	$118,750	$0	$0	$0	$57,434	$0	$30,501	$0	$669,501	$0	$0
CHERYL LAPRIORE
SVP, CHF OF STAFF &CHF MKTG OFC	$356,674	$0	$192,189	$0	$31,576	$0	$104,229	$0	$27,446	$0	$712,114	$0	$31,576	$0
BART METZGER
SVP, CHIEF HR OFFICER	$419,380	$0	$136,177	$0	$131,839	$0	$79,699	$0	$29,332	$0	$796,427	$0	$126,539	$0
JUSTIN PRECOURT
SVP, PATIENT CARE SVCS & CNO	$0	$247,200	$0	$62,524	$0	$0	$0	$25,117	$0	$26,345	$0	$361,186	$0	$0
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	$245,044	$0	$79,651	$0	$231,682	$0	$62,850	$0	$34,184	$0	$653,411	$0	$231,682	$0
STEVEN ROACH
PRESIDENT, CNEHA, Inc. & MARLBOROUGH HOSPITAL	$0	$397,563	$0	$119,241	$0	$36,356	$0	$82,775	$0	$28,389	$0	$664,324	$0	$36,356
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	$292,091	$0	$80,395	$0	$18,128	$0	$71,320	$0	$30,664	$0	$492,598	$0	$18,128	$0
ALICE A SHAKMAN
SVP, CLINICAL SVCS	$0	$273,071	$0	$161,704	$0	$30,758	$0	$76,007	$0	$17,566	$0	$559,106	$0	$30,758
MICHELE STREETER
EXEC VP/COO UMMMG	$0	$418,542	$0	$223,651	$0	$25,520	$0	$114,809	$0	$30,972	$0	$813,494	$0	$25,520
DANA SWENSON
SVP, CHIEF FACILITIES OFFICER UNTIL FY2020	$255,065	$0	$82,180	$0	$0	$0	$76,777	$0	$25,829	$0	$439,851	$0	$0	$0
TIMOTHY A TARNOWSKI
SVP, CHIEF INFO OFFICER & CTO UNTIL FY2020	$494,238	$0	$166,263	$0	$64,204	$0	$109,031	$0	$40,231	$0	$873,967	$0	$45,204	$0
STEPHEN E TOSI MD
CHIEF PHYSICIAN EXECUTIVE	$0	$656,077	$0	$353,047	$0	$84,094	$0	$91,159	$0	$24,314	$0	$1,208,691	$0	$65,094
ERIC J ALPER MD
VP, CHIEF CLIN INFORMATICS OFC	$413,938	$0	$110,287	$0	$48,583	$0	$84,762	$0	$31,533	$0	$689,103	$0	$29,583	$0
ALAN R WESTON
VP, HUMAN RESOURCES	$281,829	$0	$72,956	$0	$44,310	$0	$50,495	$0	$34,347	$0	$483,937	$0	$44,310	$0
ROBIN L SODANO
VP, INFORMATION SYSTEMS	$297,246	$0	$76,502	$0	$22,408	$0	$67,666	$0	$26,886	$0	$490,708	$0	$22,408	$0
CATHERINE M ROSSI
VP HEALTH SYSTEM CONTRACTING	$272,118	$0	$70,127	$0	$13,333	$0	$57,694	$0	$28,217	$0	$441,489	$0	$13,333	$0
TOD G WIESMAN
VP, OPD,CHIEF LEARNING OFFICER	$270,009	$0	$70,876	$0	$13,128	$0	$52,675	$0	$40,304	$0	$446,992	$0	$13,128	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part II COMPENSATION TO EMPLOYEES	THE ABOVE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR.
Schedule J, Part II Compensation to employees	Compensation to employees reported in Part VII and Schedule J is paid by UMass Memorial Health Care, Inc. and Affiliates only. Some of our physicians are also employed by the University of Massachusetts Medical School, an unrelated entity for tax purposes.
Schedule J, Part I, Line 4a Severance or change-of-control payment	The following individuals received severance in the reporting period: Included in Sch J Col Biii: Fisher, Barbara $67,024 Weymouth, Deborah $100,229
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD: OFFICERS, DIRECTORS, TRUSTEES: BOLLAND ESHGHI, KATHARINE $36,098 BROWN, DOUGLAS S. $57,832 DICKSON, ERIC W., MD $115,656 FINBERG, ROBERT W., MD $65,579 SUBTOTAL OFF, DIR, TRUSTEES $275,165 KEY EMPLOYEES: CORBETT, WILLIAM, MD $41,981 CYR, JAMES P. $26,138 DAY, THERESE $35,872 FELDMANN, ROBERT $80,972 GAGNE, NICOLE $15,974 GREENWOOD, JOHN $31,754 LAPRIORE, CHERYL M. $31,576 METZGER, BART $126,539 RANDOLPH, JOHN T. $231,682 ROACH, STEVEN $36,356 SALZBERG, JOHN R. $18,128 SHAKMAN, ALICE $30,758 STREETER, MICHELE $25,520 TARNOWSKI, TIMOTHY $45,204 TOSI, STEPHEN E., MD $65,094 SUBTOTAL KEY EMPLOYEES $843,548 FORMER: FISHER, BARBARA $230,284 WEYMOUTH, DEBORAH $441,471 SUBTOTAL FORMER $671,755 PARENT TOP 5 HIGHEST PAID: ALPER, MD, ERIC J $29,583 WESTON, ALAN R. $44,310 SODANO, ROBIN L. $22,408 ROSSI, CATHERINE M. $13,333 WIESMAN, TOD G. $13,128 SUBTOTAL TOP 5 HIGHEST PAID $122,762 TOTAL $1,913,230 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): OFFICERS, DIRECTORS, TRUSTEES: MELGAR, SERGIO KEY EMPLOYEES: BAILEY, JACK W. GUSTAFSON, MD, MICHAEL KARSON, ANDREW PRECOURT, JUSTIN SWENSON, DANA E.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

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

Issuer Name IssuerName

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

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$32,930,575	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$125,085,627	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$341,000	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$124,744,627	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2017	SubstantialCompletionYr
Refunding Tax Exempt Bonds	false	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule K, Part I, Column (e)	FormAndLineReferenceDesc
Explanation	DIFFERENCES BETWEEN THE ISSUE PRICE (PART I COLUMN (E)) AND TOTAL PROCEEDS (PART II LINE 3) ARE DUE TO INVESTMENT EARNINGS.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Substantial Contributor
Substantial Contributor	$132,217,540	Independent Contractor Arrangement, donation of $15,000	false
Substantial Contributor
Substantial Contributor	$17,135,498	Independent Contractor Arrangement, donation of $75,000	false
Substantial Contributor
Substantial Contributor	$835,460	Independent Contractor Arrangement, donation of $10,000	false
Substantial Contributor
Substantial Contributor	$393,740	Independent Contractor Arrangement, donation of $7,500	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 4 Significant changes to organizational documents	Article II: THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITA BLE, SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AND IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF OR TO CAR RY OUT THE PURPOSES OF UMASS MEMORIAL MEDICAL CENTER, INC., MARLBOROUGH H OSPITAL, UMASS MEMORIAL HEALTH ALLIANCE-CLINTON HOSPITAL, INC., UMASS MEMO RIAL MEDICAL GROUP, INC., COMMUNITY HEALTHLINK, INC., CENTRAL NEW ENGLAND H EALTHALLIANCE, INC., HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. AND SUCH O THER AFFILIATED CHARITABLE ORGANIZATIONS OR HOSPITALS THAT (I) ARE EXEMPT FRO M TAXATION UNDER SECTION 501(C)(3) OF THE CODE AND (II) ARE CLASSIFIED AS OTHER THAN PRIVATE FOUNDATIONS UNDER SECTION 509(A)(1) OR 509(A)(2) OF THE CODE (COLL ECTIVELY, THE "SUPPORTED ORGANIZATIONS"). IN THIS CAPACITY, THE CORPORATION W ILL ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO DEVELOP AND COORDINATE AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THAT INCLUDES MULTIPLE HEALTH CARE PROVI DERS AND PROVIDES OPPORTUNITIES FOR AND SUPPORTS MEDICAL EDUCATION AND TR AINING; TO SUPPORT THE ADVANCEMENT OF THE KNOWLEDGE AND PRACTICE OF, AND E DUCATION AND RESEARCH IN, MEDICINE, SURGERY, NURSING AND ALL OTHER SUBJECTS RELATING TO THE CARE, TREATMENT AND HEALING OF HUMANS AND IN THAT CONNECTI ON TO SUPPORT, PROMOTE AND ENHANCE THE ACADEMIC MEDICAL PROGRAMS AND AC TIVITIES OF THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL; TO IMPROVE THE H EALTH AND WELFARE OF ALL PERSONS; TO DEVELOP, SPONSOR AND PROMOTE SERVICES AND PROGRAMS THAT ARE CHARITABLE, SCIENTIFIC OR EDUCATIONAL AND THAT ADDRE SS THE PHYSICAL AND MENTAL NEEDS OF THE COMMUNITY AT LARGE, PROVIDED THAT T HE CORPORATION SHALL NOT ENGAGE IN THE PRACTICE OF MEDICINE; (2) TO RECEIVE IN TRUST OR OTHERWISE AND FROM WHATEVER SOURCE, AND ADMINISTER, GIFTS, LEGACIE S AND DEVISES, GRANTS AND GRANTS-IN-AID, WHETHER UNRESTRICTED OR FOR SPECIFI C PURPOSES; TO COOPERATE WITH, CONTRIBUTE TO AND SUPPORT THE SUPPORTED ORG ANIZATIONS IN PROMOTING THE PURPOSES OF THIS CORPORATION, AND TO DO ALL THI NGS INCIDENTAL TO THE FOREGOING; AND (3) TO CONDUCT ANY BUSINESS THAT MAY L AWFULLY BE CARRIED ON BY A CORPORATION FORMED UNDER CHAPTER 180 OF THE GE NERAL LAWS OF MASSACHUSETTS AND THAT IS NOT INCONSISTENT WITH THIS CORPOR ATION'S QUALIFICATION AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. ARTICLE IV: ARTICLE 4 OF THE CORPORATION'S ARTICLES REMAIN UNCHANGED EXCEPT ARTICLE 4.9 OF THE CORPORATION'S ARTICLES IS AMENDED AS FOLLOWS: 4.9 UPON THE LIQUIDATIO N OR DISSOLUTION OF THE CORPORATION, AFTER PAYMENT OF ALL OF THE LIABILITIES OF THE CORPORATION OR DUE PROVISION THEREFOR, ALL OF THE ASSETS OF THE CORPO RATION SHALL BE DISPOSED OF PURSUANT TO MASSACHUSETTS GENERAL LAWS, CHAPT ER 180, SECTION 11A, TO UMASS MEMORIAL MEDICAL CENTER, INC. SO LONG AS IT IS THE N EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE AND OTH ERWISE 50% TO THE UNIVERSITY OF MASSACHUSETTS AND 50% TO ONE OR MORE SUPPO RTED ORGANIZATIONS THAT ARE THEN EXEMPT FROM FEDERAL INCOME TAX UNDER SEC TION 501(C)(3) OF THE CODE AND ARE SELECTED BY A MAJORITY OF THE TRUSTEES THEN I N OFFICE OR, IF NONE OF SUCH ENTITIES ARE THEN EXEMPT FROM FEDERAL INCOME TA X UNDER SECTION 501(C)(3) OF THE CODE, TO SUCH ONE OR MORE OTHER ENTITIES EXEM PT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE OR AN INSTRUM ENTALITY OF THE COMMONWEALTH OF MASSACHUSETTS SELECTED BY A MAJORITY OF THE TRUSTEES THEN IN OFFICE.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE CHANCELLOR OF THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL HAS CONTROL OVER 4 TRUSTEE SEATS OF THE ORGANIZATION.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body	There are no committees with authority to act on behalf of the governing body, thus the "no" response for Part VI, Line 8b. THE ORGANIZATION DOCUMENTS THE BOARD AND COMMITTEE MEETINGS BY TAKING MINUTES, WHICH INCLUDE ALL MEETING DISCUSSIONS AND ACTIONS. THESE WRITTEN MINUTES ARE THEN APPROVED AT THE FOLLOWING BOARD AND COMMITTEE MEETINGS.
Form 990, Part VI, Line 11b Review of form 990 by governing body	SECTIONS OF THE CORE FORM 990 AND SCHEDULE J RELATED TO EXECUTIVE COMPENSATION are REVIEWED IN DETAIL WITH THE ORGANIZATION'S BOARD COMPENSATION COMMITTEE WHICH OVERSEES ALL UMASS MEMORIAL HEALTH CARE EXECUTIVE COMPENSATION. THE ORGANIZATION'S COMPLIANCE COMMITTEE REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE L. THE AUDIT COMMITTEE OF THE BOARD REVIEWS THE FORM 990 AND RECOMMENDS THE FORM 990 TO THE FULL BOARD FOR APPROVAL. THE FULL BOARD IS GIVEN ACCESS TO THE FORM 990. CROWE (TAX PREPARERS) PRESENTS THE FORM 990 TO THE FINANCE COMMITTEE.
Form 990, Part VI, Line 12c Conflict of interest policy	THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS AND MANAGEMENT TO COMPLETE ANNUAL DISCLOSURE STATEMENTS AND, TO UPDATE THESE DISCLOSURE STATEMENTS FOR SIGNIFICANT CHANGES IN THEIR OUTSIDE GOVERNANCE AND PROFESSIONAL ACTIVITIES OR, FINANCIAL RELATIONSHIPS AS APPROPRIATE. ADDITIONALLY, ALL TRANSACTIONS INVOLVING BOARD MEMBERS OR MANAGEMENT AND THE ORGANIZATION ARE REQUIRED TO BE APPROVED BY THE COMPLIANCE COMMITTEE OF THE BOARD. The following groups of individuals are covered by this policy: a. All Trustees/Directors: all UMM entities b. UMMHC/UMMMC/UMMMG: Dept Heads and above; selected others c. Physicians: all employed physicians, members of any board committee, members of Medical Staff Executive Committees; others as determined appropriate THERE IS ACTIVE MONITORING by the UMMHC Compliance office AND COMMUNICATION TO ENSURE INDIVIDUALS WITH OUTSIDE RELATIONSHIPS DO NOT INAPPROPRIATELY PARTICIPATE IN BUSINESS DECISIONS OF THE ORGANIZATION, PURCHASING OR RESEARCH ACTIVITIES/DECISIONS. Any conflicts identified are MANAGED AND reported to the appropriate officer and/or governing body. We have an appropriate management plan with any individuals with outside relationships that require mitigation. Where it is necessary, individuals may provide subject matter expertise however they have no influence or authorization of decisions for the organization.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	Compensation matters involving the CEO and Senior Executives are overseen by the Compensation Committee of the Board, which was designated this authority by the Organization's Board of Trustees. The Compensation Committee approved a Compensation Philosophy and Policy which govern compensation matters. THE PHILOSOPHY INCLUDES THE OBJECTIVES OF THE PROGRAM COMPONENTS OF EXECUTIVE COMPENSATION, THE RELEVANT MARKET POSITIONING IN THE MARKET, FACTORS CONSIDERED IN SETTING EXECUTIVE COMPENSATION AND THE IMPORTANCE OF TYING SUCH COMPENSATION TO PERFORMANCE. Independent outside compensation consultants are hired by and report to the Compensation Committee of the Board and provide advice to the Committee on compensation matters. THE COMMITTEE WORKS WITH THESE CONSULTANTS AND WITH LEGAL COUNSEL TO ENSURE THAT ALL COMPENSATION PAID, AS WELL AS THE PROCESS FOLLOWED TO DETERMINE SUCH COMPENSATION IS REASONABLE, MEETS ALL REGULATORY REQUIREMENTS AND IS COMPETITIVE WITH THE RELEVANT MARKET. During the fiscal year, the Compensation Committee met to review and vote on the compensation for the CEO and key personnel. The Compensation Committee voted and approved the CEO's compensation at their annual meeting in March 2020. All other key personnel were voted on and approved at the annual meeting in December 2019.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	Please refer to the above narrative for Part VI, Line 15a for a description of the compensation review process. Dates of the reviews for other officers and key employees are noted below, along with the title for reference and tier (internal management hierarchy). Tier - Title - Review date: Tier A - PRESIDENT, CEO - March 2020 Tier B - PRESIDENT MEDICAL CENTER - December 2019 Tier B - EXEC VP, CFO - December 2019 Tier B - CHIEF PHYSICIAN EXECUTIVE - December 2019 Tier B - PRESIDENT,UMMH & CAO/CLO,UMMHC - December 2019 Tier B - EXEC VP/COO UMMMG - December 2019 Tier C - SVP CMO-UMMMC - December 2019 Tier C - PRESIDENT MARLBORO HOSPITAL - December 2019 Tier C - SVP CHIEF HR OFFICER - December 2019 Tier C - SVP COMMUNITY PRACTICES - December 2019 Tier C - SVP GENERAL COUNSEL-PGL - December 2019 Tier C - SVP & CHIEF PHILANTHROPY OFC - December 2019 Tier C - SVP CHF OF STAFF&CHF MKTG OFC - December 2019 Tier C - SVP PATIENT CARE SVCS & CNO - December 2019 Tier C - VP/CHIEF FINANCIAL OFFICER - December 2019 Tier C - SVP POP HLTH & PRESIDENT, ACO - December 2019 Tier C - SVP FINANCE/CORP CONTROLLER - December 2019 Tier C - SVP SYSTEM REV CYCLE OPS & CRO - December 2019 Tier C - SVP AMBULATORY SVCS - December 2019 Tier C - SVP CLINICAL SVCS - December 2019 Tier C - SVP SURGICAL&PROCEDURAL SVCS - December 2019 Tier C - SVP CLINICAL SVCS - December 2019 Tier C - VP CHIEF CORPORATE COMPLIANCE - December 2019 Tier C - PRESIDENT COMMUNTY HLTH LINK - December 2019
Form 990, Part VI, Line 19 Required documents available to the public	UMASS MEMORIAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY APPLICABLE STATE AND FEDERAL LAWS AND BY REQUEST ON A CASE BY-CASE BASIS.
Form 990, Part IX, Line 11g Other Fees	Clinical Engineering Services - Total Expense: 14639127, Program Service Expense: 14639127, Management and General Expenses: , Fundraising Expenses: ; Billing, collection and transcription services - Total Expense: 12096734, Program Service Expense: 12096734, Management and General Expenses: , Fundraising Expenses: ; Transformation and risk management consulting - Total Expense: 3708332, Program Service Expense: 3708332, Management and General Expenses: , Fundraising Expenses: ; Purchasing management services - Total Expense: 2015186, Program Service Expense: 2015186, Management and General Expenses: , Fundraising Expenses: ; Other fees for services - Total Expense: 35882942, Program Service Expense: 33709649, Management and General Expenses: 2120943, Fundraising Expenses: 52350; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Transfers (to) from related parties - -XXX-XX-XXXX; Transfers to unrestricted - revenue - 239099; Transfers to unrestricted - expenditures - -2164064; Nonoperating net pension periodic cost and other pension-related changes - -70032928; Change in Wachusett liability - -90637;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

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

US Address USAddress

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

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

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	Excluded	PredominantIncomeTypeTxt
Share Of Total Income	$10,460,989	ShareOfTotalIncomeAmt
Share Of EOY Assets	$300,342,427	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
UBI Code V	$9,934	UBICodeVAmt
General Or Managing Partner	Yes (true)	GeneralOrManagingPartnerInd
Ownership	0.566	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

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

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

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	C Corporation	EntityTypeTxt
Share Of Total Income	$0	ShareOfTotalIncomeAmt
Share Of EOY Assets	$152,011,337	ShareOfEOYAssetsAmt
Ownership	1.00	OwnershipPct
Controlled Organization	Yes (true)	ControlledOrganizationInd

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

Transactions Related Org TransactionsRelatedOrgGrp (22 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
UMass Memorial Medical Center Inc
M	$166,949	Fair Value
UMass Memorial Medical Group Inc
M	$4,473,847	Fair Value
Marlborough Hospital
M	$124,224	Fair Value
UMass Memorial HealthAlliance-Clinton Hospital Inc
M	$169,658	Fair Value
UMass Memorial Realty Inc
K	$10,157,233	Fair Value
UMass Memorial Medical Center Inc
B	$1,404,668	Fair Value
UMass Memorial Medical Group Inc
B	$415,255	Fair Value
Commonwealth Professional Assurance Company LTD
M	$19,545,000	Fair Value
UMass Memorial Medical Center Inc
R	$221,708,073	Fair Value
UMass Memorial Accountable Care Organization Inc
M	$3,819,600	Fair Value
UMass Memorial Medical Center Inc
Q	$260,034,019	Fair Value
UMass Memorial Medical Group Inc
Q	$85,867,821	Fair Value
Marlborough Hospital
Q	$9,269,393	Fair Value
UMass Memorial Accountable Care Organization Inc
Q	$1,614,886	Fair Value
UMass Memorial HealthAlliance-Clinton Hospital Inc
Q	$30,292,712	Fair Value
HealthAlliance Home Health and Hospice Inc
Q	$65,751	Fair Value
UMass Memorial Realty Inc
Q	$297,616	Fair Value
Community HealthLink Inc
Q	$816,263	Fair Value
Commonwealth Professional Assurance Company LTD
P	$30,913,052	Fair Value
UMass Memorial Health Ventures Inc
S	$14,000,000	Fair Value
Marlborough Hospital
B	$4,597,560	Fair Value
UMass Memorial Medical Group Inc
S	$2,420,608	Fair Value