2021-08-13T09:30:41-05:00 2020-09-30 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402413902 990 2019-10-01 043358566 UMass Memorial Health Care Inc (Parent) UMAS 5083340252 306 Belmont Street Worcester MA 01604 Sergio Melgar EVP/CFO/Treasurer 2021-08-13 true RACHEL SPURLOCK P00520729 5023263996 2019 2022-09-23 18:48:47Z Sergio Melgar 306 Belmont Street Worcester MA 01604 410347483 false X umassmemorialhealthcare.org X 1998 MA 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. 19 15 1873 16 9934 6434 1695136 1681548 387364915 395910708 10731537 12466235 -109718 185508 399681870 410243999 2980887 337953 0 179208006 179224262 0 1472205 213099853 218924637 395288746 398486852 4393124 11757147 885822460 909920912 358156237 654246254 527666223 255674658 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. false false 388460893 337953 395910708 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. 388460893 true true false true false false false false true true true false true true true false true false true true false false false true false false true true true true false true false false false false false true false false false false false false false true true true false false true X 456 0 true 1873 true true true true CJ false false false true true false false false false true false X 19 15 false false true false false true false true false false false true true true true true true true true false MA X Brian Huggins 5083340252 306 Belmont Street Worcester MA 01604 ERIC W DICKSON MD PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC. 40.0 5.0 X X 2317497 0 410261 RAYMOND PAWLICKI VICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X X 0 0 0 RICHARD SIEGRIST CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X X 0 0 0 DAVID L BENNETT DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 EDWARD D'ALELIO DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 ELVIRA GUARDIOLA DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 EVAN BENJAMIN MD DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 LESLIE BOVENZI DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 LYNDA M YOUNG MD DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 MARK JOHNSON MD DIRECTOR, UMM HEALTH CARE, INC. 5.0 28.0 X 0 739969 46356 MICHAEL COLLINS MD DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 NANCY KANE DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 PAUL KANGAS DIRECTOR UNTIL FY2020, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 PAULETTE SEYMOUR-ROUTE PHD DIRECTOR, UMM HEALTH CARE, INC. 5.0 40.0 X 0 156704 3277 PETER KNOX DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 RICHARD K BENNETT DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 ROBERT W FINBERG MD DIRECTOR, UMM HEALTH CARE, INC. 5.0 20.0 X 0 439902 80930 ROSEMARY THOMSEN DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 SUSAN MAILMAN DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 TERENCE FLOTTE MD DIRECTOR, UMM HEALTH CARE, INC. 1.0 1.0 X 0 0 0 DOUGLAS S BROWN SECRETARY, UMM HEALTH CARE, INC. 40.0 5.0 X 997224 0 195698 KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY, UMM HEALTH CARE, INC. 40.0 5.0 X 529702 0 121693 SERGIO MELGAR EVP/CFO/Treasurer, UMM Health Care, Inc. Officer 40.0 6.0 X 1172335 0 248108 ALICE A SHAKMAN SVP, CLINICAL SVCS 5.0 40.0 X 0 465533 93573 ANDREW KARSON MD SVP, CMO-UMMMC 5.0 40.0 X 0 581566 87935 BART METZGER SVP, CHIEF HR OFFICER 40.0 5.0 X 687396 0 109031 CHERYL LAPRIORE SVP, CHF OF STAFF &CHF MKTG OFC 40.0 5.0 X 580439 0 131675 DANA SWENSON SVP, CHIEF FACILITIES OFFICER UNTIL FY2020 40.0 5.0 X 337245 0 102606 JACK W BAILEY SVP, CLINICAL SVCS 5.0 40.0 X 0 197225 37822 JAMES P CYR SVP, SURGICAL & PROCEDURAL SVCS 5.0 40.0 X 0 369164 106644 JOHN GREENWOOD SVP, POP HLTH & PRESIDENT, ACO 5.0 40.0 X 0 432130 127091 JOHN R SALZBERG SVP, SYSTEM REV CYCLE OPS & CRO 40.0 5.0 X 390614 0 101984 JOHN T RANDOLPH VP, CHIEF CORPORATE COMPLIANCE 40.0 5.0 X 556377 0 97034 JUSTIN PRECOURT SVP, PATIENT CARE SVCS & CNO 5.0 40.0 X 0 309724 51462 MICHAEL GUSTAFSON MD PRESIDENT, MEDICAL CENTER 5.0 40.0 X 0 1025075 114006 MICHELE STREETER EXEC VP/COO UMMMG 5.0 40.0 X 0 667713 145781 NICOLE GAGNE PRESIDENT UNTIL FY2020, COMMUNITY HEALTHLINK, INC. 5.0 40.0 X 0 298198 73871 ROBERT FELDMANN SVP, FINANCE/CORPORATE CONTROLLER 40.0 5.0 X 531538 0 115044 STEPHEN E TOSI MD CHIEF PHYSICIAN EXECUTIVE 5.0 40.0 X 0 1093218 115473 STEVEN ROACH PRESIDENT, CNEHA, Inc. & MARLBOROUGH HOSPITAL 5.0 41.0 X 0 553160 111164 THERESE DAY VP/CHIEF FINANCIAL OFFICER MED CENTER 5.0 40.0 X 0 467894 119261 TIMOTHY A TARNOWSKI SVP, CHIEF INFO OFFICER & CTO UNTIL FY2020 40.0 5.0 X 724705 0 149262 WILLIAM CORBETT MD SVP, COMMUNITY PRACTICES 5.0 40.0 X 0 570386 138020 ALAN R WESTON VP, HUMAN RESOURCES 40.0 0 X 399095 0 84842 CATHERINE M ROSSI VP HEALTH SYSTEM CONTRACTING 40.0 0 X 355578 0 85911 ERIC J ALPER MD VP, CHIEF CLIN INFORMATICS OFC 40.0 0 X 572808 0 116295 ROBIN L SODANO VP, INFORMATION SYSTEMS 40.0 0 X 396156 0 94552 TOD G WIESMAN VP, OPD,CHIEF LEARNING OFFICER 40.0 0 X 354013 0 92979 BARBARA FISHER FORMER KEY EE, SVP UNTIL 9/25/19, OPERATIONS (UMMMC) 0.0 0.0 X 0 589283 94933 DEBORAH WEYMOUTH FORMER PRESIDENT UNTIL 9/27/19, HEALTHALLIANCE-CLINTON HOSPITAL 0.0 0.0 X 0 971730 126314 10902722 9928574 3930888 276 true true false Crothal Healthcare Inc 13028 Collection Center Drive Chicago IL 60693 Clinical Engineering Services 17326874 Vizient Inc 290 E John Carpenter Freeway Irving TX 75062 Supply Chain Services 4775721 Groupware Technology Inc 541 Division Street Campbell CA 95008 Enterprise Security Services 3947559 Nordic Consulting Partners Inc MSC 7579 PO Box 415000 Nashville TN 372417579 Consulting Services 2828421 Affiliated Professional Services Inc 2527 Cranberry Highway Wareham MA 02571 Collection Services 1837642 112 75330 182250 28771 1395197 1681548 System allocation premium 622110 342699064 342699064 Professional liability revenue 622110 29881390 29881390 Workers compensation premium 622110 10378274 10378274 General insurance premium 622110 2696208 2696208 Other program service revenue 622110 10255772 10255772 0 0 0 0 395910708 12466235 9934 12456301 0 0 0 0 288992 182250 103484 185508 185508 0 0 0 0 0 410243999 395910708 9934 12641809 X 221698 221698 116255 116255 10151249 10151249 132714883 129491659 2607927 615297 13457272 13153138 246268 57866 12794493 12505338 234139 55016 10106365 9877962 184946 43457 1800154 1800154 1271961 1269961 2000 872602 872602 68342321 66169028 2120943 52350 1758448 1755553 2895 7652343 6792185 283377 576781 59837514 59776575 60939 10170011 9849378 317890 2743 339152 66239 272138 775 123822 121736 2086 2720114 2720114 32067263 32066257 1006 26244148 26223327 20821 Other taxes 5724784 5724784 0 0 0 0 398486852 388460893 8553754 1472205 347707 37314895 236047077 189611170 1074847 564296 896026 2766700 0 0 0 0 39124501 38789805 295293026 92193651 222737350 203099375 1147536 67753271 319141138 302984396 0 251250 65306278 66785754 885822460 909920912 44165059 59143462 109520 92452 103930247 91757105 0 0 174660 8721762 209776751 494531473 358156237 654246254 X 466184786 192417450 61481437 63257208 527666223 255674658 885822460 909920912 X 11757147 3051959 -286800671 X false true X true true true X X 7 UMass Memorial Medical Cener Inc 043358564 3 true 249337657 0 Marlborough Hospital 042104693 3 true 8891119 0 UMass Memorial HealthAlliance-Clinton Hospital Inc 042103555 3 true 29459151 0 UMass Memorial Medical Group Inc 042911067 9 true 82897058 0 Community HealthLink Inc 042626179 7 true 333005 0 Central New England HealthAlliance Inc 043172496 7 true 6550 0 HealthAlliance Home Health and Hospice Inc 042932308 9 true 0 0 7 370924540 0 true false false false true true false false false false false false false false false true true true X true true 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 20718 20718 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 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 49104824 95486 2689545 1255173 50634682 48384545 66231 1664022 1009974 49104824 47869272 656633 2338097 2479457 48384545 46909090 10239 4215185 3265242 47869272 43468456 50063 4149383 758812 46909090 0.0 0.55 0.45 false false 27881263 13548833 14332430 267411763 78644818 188766945 203099375 2521967 F Investment in captive insurance company 120000 C Units in investment partnership 300342429 F 302984396 Due from related parties 65809231 Cash value of life insurance policies 36932 Beneficial interest 676257 Other assets 263334 66785754 Due to UMass Medical School 2292 Due to related parties 13220937 Outstanding loss and self insured reserves 58007243 Other liabilities 17710324 Contribution payable Accrued pension & postretirement obligations 405590677 Accrued incentive compensation Purchase commitments 494531473 X 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. Central America and the Caribbean 1 1 Conducting board meetings,Accounting 171583 Central America and the Caribbean 0 0 Investments 120000 Central America and the Caribbean 0 0 Program Services Reimbursement of claims paid 30913052 Central America and the Caribbean 0 0 Program Services Insurance premiums paid 19545000 1 1 0 0 1 1 50749635 0 50749635 true false true false false false Winter Ball 471242 182250 288992 6027 44269 31022 8500 13666 0 0 471242 182250 288992 6027 44269 31022 8500 13666 103484 185508 true City of Worcester 455 Main Street Worcester MA 01608 046001418 City of Worcester 57750 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) 36281 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) 30000 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) 27500 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) 10000 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) 10000 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) 6588 0 N/A N/A Hockey Sponsorship UMM HealthAlliance-Clinton Hospital 60 Hospital Road Leominster MA 01453 042103555 501(c)(3) 12000 0 n/a n/a Transfer to related organization for golf tournament 8 0 EMERGENCY ASSISTANCE SUPPORT FOR EMPLOYEES (EASE) 91 116255 BOOK Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. AT REASONABLE INTERVALS, RE-EVALUATION OF THE GRANTS WILL OCCUR TO ENSURE THAT THE ARRANGEMENTS ARE EXPECTED TO CONTINUE TO SATISFY THE STANDARD SET FORTH. X X X X X true true false false false false false false false ERIC W DICKSON MD PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC. 1299853 0 899108 0 118536 0 380012 0 30249 0 2727758 0 115656 0 ROBERT W FINBERG MD DIRECTOR, UMM HEALTH CARE, INC. 0 299384 0 74939 0 65579 0 45554 0 35376 0 520832 0 65579 MARK JOHNSON MD DIRECTOR, UMM HEALTH CARE, INC. 0 704969 0 35000 0 0 0 14000 0 32356 0 786325 0 0 PAULETTE SEYMOUR-ROUTE PHD DIRECTOR, UMM HEALTH CARE, INC. 0 152262 0 0 0 4442 0 2427 0 850 0 159981 0 0 DOUGLAS S BROWN SECRETARY, UMM HEALTH CARE, INC. 597649 0 323776 0 75799 0 167898 0 27800 0 1192922 0 57832 0 KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY, UMM HEALTH CARE, INC. 374075 0 119529 0 36098 0 94391 0 27302 0 651395 0 36098 0 SERGIO MELGAR EVP/CFO/Treasurer, UMM Health Care, Inc. Officer 748352 0 405127 0 18856 0 205839 0 42269 0 1420443 0 0 0 BARBARA FISHER FORMER KEY EE, SVP UNTIL 9/25/19, OPERATIONS (UMMMC) 0 188451 0 87835 0 312997 0 71735 0 23198 0 684216 0 230284 DEBORAH WEYMOUTH FORMER PRESIDENT UNTIL 9/27/19, HEALTHALLIANCE-CLINTON HOSPITAL 0 332955 0 88313 0 550462 0 98397 0 27917 0 1098044 0 441471 JACK W BAILEY SVP, CLINICAL SVCS 0 164172 0 33053 0 0 0 22160 0 15662 0 235047 0 0 WILLIAM CORBETT MD SVP, COMMUNITY PRACTICES 0 389029 0 139376 0 41981 0 113127 0 24893 0 708406 0 41981 JAMES P CYR SVP, SURGICAL & PROCEDURAL SVCS 0 258272 0 84754 0 26138 0 75623 0 31021 0 475808 0 26138 THERESE DAY VP/CHIEF FINANCIAL OFFICER MED CENTER 0 326904 0 105118 0 35872 0 89115 0 30146 0 587155 0 35872 ROBERT FELDMANN SVP, FINANCE/CORPORATE CONTROLLER 281251 0 150315 0 99972 0 86498 0 28546 0 646582 0 80972 0 NICOLE GAGNE PRESIDENT UNTIL FY2020, COMMUNITY HEALTHLINK, INC. 0 235367 0 46857 0 15974 0 46497 0 27374 0 372069 0 15974 JOHN GREENWOOD SVP, POP HLTH & PRESIDENT, ACO 0 302837 0 97539 0 31754 0 99502 0 27589 0 559221 0 31754 MICHAEL GUSTAFSON MD PRESIDENT, MEDICAL CENTER 0 724575 0 300500 0 0 0 90369 0 23637 0 1139081 0 0 ANDREW KARSON MD SVP, CMO-UMMMC 0 462816 0 118750 0 0 0 57434 0 30501 0 669501 0 0 CHERYL LAPRIORE SVP, CHF OF STAFF &CHF MKTG OFC 356674 0 192189 0 31576 0 104229 0 27446 0 712114 0 31576 0 BART METZGER SVP, CHIEF HR OFFICER 419380 0 136177 0 131839 0 79699 0 29332 0 796427 0 126539 0 JUSTIN PRECOURT SVP, PATIENT CARE SVCS & CNO 0 247200 0 62524 0 0 0 25117 0 26345 0 361186 0 0 JOHN T RANDOLPH VP, CHIEF CORPORATE COMPLIANCE 245044 0 79651 0 231682 0 62850 0 34184 0 653411 0 231682 0 STEVEN ROACH PRESIDENT, CNEHA, Inc. & MARLBOROUGH HOSPITAL 0 397563 0 119241 0 36356 0 82775 0 28389 0 664324 0 36356 JOHN R SALZBERG SVP, SYSTEM REV CYCLE OPS & CRO 292091 0 80395 0 18128 0 71320 0 30664 0 492598 0 18128 0 ALICE A SHAKMAN SVP, CLINICAL SVCS 0 273071 0 161704 0 30758 0 76007 0 17566 0 559106 0 30758 MICHELE STREETER EXEC VP/COO UMMMG 0 418542 0 223651 0 25520 0 114809 0 30972 0 813494 0 25520 DANA SWENSON SVP, CHIEF FACILITIES OFFICER UNTIL FY2020 255065 0 82180 0 0 0 76777 0 25829 0 439851 0 0 0 TIMOTHY A TARNOWSKI SVP, CHIEF INFO OFFICER & CTO UNTIL FY2020 494238 0 166263 0 64204 0 109031 0 40231 0 873967 0 45204 0 STEPHEN E TOSI MD CHIEF PHYSICIAN EXECUTIVE 0 656077 0 353047 0 84094 0 91159 0 24314 0 1208691 0 65094 ERIC J ALPER MD VP, CHIEF CLIN INFORMATICS OFC 413938 0 110287 0 48583 0 84762 0 31533 0 689103 0 29583 0 ALAN R WESTON VP, HUMAN RESOURCES 281829 0 72956 0 44310 0 50495 0 34347 0 483937 0 44310 0 ROBIN L SODANO VP, INFORMATION SYSTEMS 297246 0 76502 0 22408 0 67666 0 26886 0 490708 0 22408 0 CATHERINE M ROSSI VP HEALTH SYSTEM CONTRACTING 272118 0 70127 0 13333 0 57694 0 28217 0 441489 0 13333 0 TOD G WIESMAN VP, OPD,CHIEF LEARNING OFFICER 270009 0 70876 0 13128 0 52675 0 40304 0 446992 0 13128 0 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. A Massachusetts Development Finance Agency 043431814 000000000 2016-12-07 125000000 Series J/Master Lease: purchase and implement new electronic medical record and billing system false false false A 32930575 0 125085627 0 0 0 341000 0 0 124744627 0 0 2017 false false true true A false false false false 0.0 0.0 0.0 false false true A false true false false true false false false true A true Schedule K, Part I, Column (e) DIFFERENCES BETWEEN THE ISSUE PRICE (PART I COLUMN (E)) AND TOTAL PROCEEDS (PART II LINE 3) ARE DUE TO INVESTMENT EARNINGS. Substantial Contributor Substantial Contributor 132217540 Independent Contractor Arrangement, donation of $15,000 false Substantial Contributor Substantial Contributor 17135498 Independent Contractor Arrangement, donation of $75,000 false Substantial Contributor Substantial Contributor 835460 Independent Contractor Arrangement, donation of $10,000 false Substantial Contributor Substantial Contributor 393740 Independent Contractor Arrangement, donation of $7,500 false 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; UMass Memorial HealthAlliance-Clinton Hospital Inc 60 Hospital Road Leominster MA 01453 042103555 Hospital MA 501(c)(3) 3 UMass Memorial Health Care Inc true Marlborough Hospital 157 Union Street Marlborough MA 01752 042104693 Hospital MA 501(c)(3) 3 UMass Memorial Health Care Inc true Community Healthlink Inc 72 Jaques Avenue Worcester MA 01610 042626179 Health Services MA 501(c)(3) 7 UMass Memorial Health Care Inc 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 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 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 true Coordinated Primary Care Inc 60 Hospital Road Leominster MA 01453 043210002 Health Services MA 501(c)(3) 10 UMass Memorial Health Care Inc 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 true UMass Memorial Medical Center Inc 306 Belmont Street Worcester MA 01604 043358564 Hospital MA 501(c)(3) 3 UMass Memorial Health Care Inc 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 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 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 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 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 true UMASS MEMORIAL INVESTMENT PARTNERSHIP LLP 306 BELMONT STREET WORCESTER MA 01604 043530755 INVESTMENT MANAGEMENT MA UMASS MEMORIAL HEALTH CARE INC (PARENT) Excluded 10460989 300342427 false 9934 true 0.566 COMMONWEALTH PROFESSIONAL ASSURANCE CO LTD 980226143 CAPTIVE INSURANCE COMPANY CJ UMass Memorial Health Care Inc (Parent) C Corporation 0 152011337 1.00 true false true false true false false false false true false true true true false false true true true true UMass Memorial Medical Center Inc M 166949 Fair Value UMass Memorial Medical Group Inc M 4473847 Fair Value Marlborough Hospital M 124224 Fair Value UMass Memorial HealthAlliance-Clinton Hospital Inc M 169658 Fair Value UMass Memorial Realty Inc K 10157233 Fair Value UMass Memorial Medical Center Inc B 1404668 Fair Value UMass Memorial Medical Group Inc B 415255 Fair Value Commonwealth Professional Assurance Company LTD M 19545000 Fair Value UMass Memorial Medical Center Inc R 221708073 Fair Value UMass Memorial Accountable Care Organization Inc M 3819600 Fair Value UMass Memorial Medical Center Inc Q 260034019 Fair Value UMass Memorial Medical Group Inc Q 85867821 Fair Value Marlborough Hospital Q 9269393 Fair Value UMass Memorial Accountable Care Organization Inc Q 1614886 Fair Value UMass Memorial HealthAlliance-Clinton Hospital Inc Q 30292712 Fair Value HealthAlliance Home Health and Hospice Inc Q 65751 Fair Value UMass Memorial Realty Inc Q 297616 Fair Value Community HealthLink Inc Q 816263 Fair Value Commonwealth Professional Assurance Company LTD P 30913052 Fair Value UMass Memorial Health Ventures Inc S 14000000 Fair Value Marlborough Hospital B 4597560 Fair Value UMass Memorial Medical Group Inc S 2420608 Fair Value