UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
Tax period: 2018-10-01 to 2019-09-30
Filed: 2020-07-22
IRS object ID: 202022049349300817
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-22T15:00:48-05:00	ReturnTs
Tax Period End	2019-09-30	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	175 Powder Forest Drive	AddressLine1Txt
City	Simsbury	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	060897902	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	912155626	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Sergio Melgar	PersonNm
Person Title	EVP/CFO/Treasurer	PersonTitleTxt
Signature	2020-07-22	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	8606789200	PhoneNum

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-11-06 18:47:13Z	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	$2,854,690,734	GrossReceiptsAmt
Group Return For Affiliates	Yes (true)	GroupReturnForAffiliatesInd
All Affiliates Included	Yes (true)	AllAffiliatesIncludedInd
Group Exemption	3642	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.umassmemorial.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Activity Or Mission	UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.	ActivityOrMissionDesc
Voting Members Governing Body	164	VotingMembersGoverningBodyCnt
Voting Members Independent	92	VotingMembersIndependentCnt
Total Employee	14026	TotalEmployeeCnt
Total Volunteers	1108	TotalVolunteersCnt
Total Gross UBI	$7,751,892	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$714,108	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$36,683,858	PYContributionsGrantsAmt
CY Contributions Grants	$31,502,293	CYContributionsGrantsAmt
PY Program Service Revenue	$2,430,122,747	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,589,960,712	CYProgramServiceRevenueAmt
PY Investment Income	$17,818,191	PYInvestmentIncomeAmt
CY Investment Income	$218,793,330	CYInvestmentIncomeAmt
PY Other Revenue	$10,512,035	PYOtherRevenueAmt
CY Other Revenue	$11,932,674	CYOtherRevenueAmt
PY Total Revenue	$2,495,136,831	PYTotalRevenueAmt
CY Total Revenue	$2,852,189,009	CYTotalRevenueAmt
PY Grants And Similar Paid	$9,457,799	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$9,292,943	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,233,250,458	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,272,048,297	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$558,761	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,298,767,154	PYOtherExpensesAmt
CY Other Expenses	$1,364,864,150	CYOtherExpensesAmt
PY Total Expenses	$2,541,475,411	PYTotalExpensesAmt
CY Total Expenses	$2,646,205,390	CYTotalExpensesAmt
PY Revenues Less Expenses	-$46,338,580	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$205,983,619	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,757,124,172	TotalAssetsBOYAmt
Total Assets EOY	$1,887,997,936	TotalAssetsEOYAmt
Total Liabilities BOY	$1,190,948,585	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,310,975,925	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$566,175,587	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$577,022,011	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,499,939,207	ExpenseAmt
Grant	$2,092,168	GrantAmt
Revenue	$1,835,088,481	RevenueAmt
Desc	UMASS MEMORIAL MEDICAL CENTER UMASS MEMORIAL MEDICAL CENTER IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH. UMASS MEMORIAL MEDICAL CENTER DOES THIS BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF CENTRAL NEW ENGLAND WITHOUT REGARD TO THEIR ABILITY TO PAY. FY 2019 KEY STATISTICS - TOTAL DISCHARGES: 38,214 TOTAL SURGICAL CASES: 27,141 TOTAL ER VISITS: 134,166	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$552,326,823	ExpenseAmt
Grant	$7,150,000	GrantAmt
Revenue	$414,584,386	RevenueAmt
Desc	UMASS MEMORIAL MEDICAL GROUP THE UMASS MEMORIAL MEDICAL GROUP IS A MULTISPECIALTY GROUP PRACTICE OF PHYSICIANS WHOSE MISSION AND PURPOSE IS TO SUPPORT THE CLINICAL, EDUCATIONAL, RESEARCH AND COMMUNITY SERVICE MISSIONS OF UMASS MEMORIAL HEALTH CARE AND UMASS MEMORIAL MEDICAL CENTER. UMASS MEMORIAL MEDICAL GROUP ACCOMPLISHES THIS MISSION BY PROVIDING MEDICAL CARE TO RESIDENTS OF CENTRAL NEW ENGLAND WITHOUT REGARD TO THEIR ABILITY TO PAY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$241,699,761	ExpenseAmt
Grant	$43,275	GrantAmt
Revenue	$280,673,813	RevenueAmt
Desc	UMASS MEMORIAL COMMUNITY HOSPITALS THE UMASS MEMORIAL COMMUNITY HOSPITALS (CLINTON HOSPITAL, HEALTH ALLIANCE HOSPITALS, INC., MARLBOROUGH HOSPITAL) ARE COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF THE COMMUNITIES THAT THEY SERVE THROUGH EXCELLENCE IN CLINICAL CARE AND SERVICE. EACH OF THESE HOSPITALS ACCOMPLISHES THIS GOAL BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF THEIR COMMUNITIES WITHOUT REGARD TO THEIR ABILITY TO PAY. FY 2019 KEY STATISTICS - TOTAL DISCHARGES: 10,812 TOTAL SURGICAL CASES: 6,677 TOTAL ER VISITS: 86,906	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$80,516,276	ExpenseAmt
Grant	$7,500	GrantAmt
Revenue	$62,906,573	RevenueAmt
Desc	OTHER UMASS MEMORIAL ENTITIES - UMASS MEMORIAL HAS A NUMBER OF SUBSIDIARY ENTITIES THAT FUNCTION PRIMARILY TO DELIVER HEALTH CARE TO PATIENTS OR TO SUPPORT THE DELIVERY OF HEALTH CARE TO PATIENTS OF UMASS MEMORIAL. THEY ACCOMPLISH THIS THROUGH THE DELIVERY OF HEALTH CARE SERVICES WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. THEY ALSO ACCOMPLISH THIS BY PROVIDING SUPPORT, OR PATIENT ADVOCACY SERVICES TO THE PATIENTS OF UMASS MEMORIAL, CENTRAL NEW ENGLAND, AND OTHER GEOGRAPHIES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$80,516,276	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$7,500	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$62,906,573	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,374,482,067	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	Yes (true)	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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	false	ForeignOfficeInd
Foreign Activities	false	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	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	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	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	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	Yes (true)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1376	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	14026	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	false	ForeignFinancialAccountInd
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	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	164	GoverningBodyVotingMembersCnt
Independent Voting Member	92	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	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	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Robert Feldmann	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5083340496	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (135 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
LESLIE BOVENZI
DIRECTOR, UMM MEDICAL CENTER, INC. Director various	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
JOHN BRONHARD
Treasurer until FY2019, UMM HealthAlliance-Clinton Hospital, Inc. Officer/Dir Various	40.0	1.0	Yes (X)	Yes (X)	$323,766	$0	$40,054
DOUGLAS S BROWN
Secretary, UMM Medical Center, Inc., Director Various	5.0	40.0	Yes (X)	Yes (X)	$0	$896,342	$175,591
FERNANDO CATALINA MD
CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director varoius	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
ERIC W DICKSON MD
President & CEO, Director, UMM Health Care, Inc., Director various	5.0	40.0	Yes (X)	Yes (X)	$0	$2,087,540	$342,802
JOHN GREENWOOD
PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	40.0	5.0	Yes (X)	Yes (X)	$382,141	$0	$117,431
MICHAEL GUSTAFSON MD
PRESIDENT, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	40.0	5.0	Yes (X)	Yes (X)	$212,939	$0	$40,941
PAUL KANGAS
CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC. & UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
CHERYL LAPRIORE
President/Director, UMM Health Ventures, Inc., Director various	5.0	40.0	Yes (X)	Yes (X)	$0	$421,031	$118,185
SERGIO MELGAR
EVP/CFO/Treasurer, UMM MEDICAL CENTER, Inc., Officer/Dir various	5.0	41.0	Yes (X)	Yes (X)	$0	$1,098,633	$229,069
ANN K MOLLOY
VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL D MURPHY
CHAIRPERSON, MARLBOROUGH HOSPITAL, Director UMM COMM HOSPITALS, INC.	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
ROBERT J PAULHUS JR
VICE CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
RAYMOND PAWLICKI
VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
STEVEN ROACH
President, Marlborough Hospital, Director various	40.0	6.0	Yes (X)	Yes (X)	$475,768	$0	$95,787
RICHARD SIEGRIST
CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
DANA SWENSON
PRESIDENT, DIRECTOR, UMM REALTY, INC.	5.0	40.0	Yes (X)	Yes (X)	$0	$298,410	$96,060
STEPHEN E TOSI MD
President, UMM Med Group, Inc., Director, UMM ACO, INC.	40.0	5.0	Yes (X)	Yes (X)	$962,862	$0	$105,172
DEBORAH WEYMOUTH
PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL UNTIL FY2019, DIRECTOR VARIOUS	40.0	6.0	Yes (X)	Yes (X)	$487,814	$0	$140,012
LYNDA M YOUNG MD
CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC., DIRECTOR UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
HOWARD ALFRED MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	37.0	0	Yes (X)		$195,290	$0	$36,228
GAIL ALLEN
DIRECTOR, UMM MEDICAL GROUP, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
MICHAEL W AMES
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	1.0	0	Yes (X)		$0	$0	$0
ROBERT BABINEAU JR MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	40.0	0	Yes (X)		$306,838	$0	$34,058
PETER BAGLEY MD
DIRECTOR UNTIL FY2019, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	27.0	0	Yes (X)		$7,755	$0	$696
RICARDO BELLO MD
DIRECTOR, UMM MEDICAL GROUP, INC.	30.0	0	Yes (X)		$544,651	$0	$45,662
EVAN BENJAMIN MD
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
SHELDON BENJAMIN MD
DIRECTOR, COMMUNITY HEALTHLINK, INC. & UMBHS, INC.	1.0	0	Yes (X)		$0	$0	$0
DAVID L BENNETT
DIRECTOR, UMM MEDICAL CENTER, INC. & UMM Realty, Inc.	1.0	1.0	Yes (X)		$0	$0	$0
RICHARD K BENNETT
DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR UNTIL FY2019, MARLBOROUGH HOSPITAL	1.0	1.0	Yes (X)		$0	$0	$0
BRIAN BOUVIER
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
ALAN P BROWN MD
Director, UMM Behavioral Health System, Inc. & CHL	31.0	0	Yes (X)		$208,616	$0	$38,649
JOHN BUDD
DIRECTOR, UMM HEALTH VENTURES, INC.	1.0	0	Yes (X)		$0	$0	$0
DANIEL CARLUCCI MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
CHARLES CAVAGNARO MD
DIRECTOR, MARLBOROUGH HOSPITAL & CPC, INC.	1.0	0	Yes (X)		$385,138	$0	$7,925
JOHN CLEMENTI
DIRECTOR UNTIL FY2019, UMM COMMUNITY HOSPITALS, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
MICHAEL COLLINS MD
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
BENJAMIN H COLONERO JR
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
WILLIAM CORBETT MD
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	40.0	5.0	Yes (X)		$521,395	$0	$129,111
FREDERICK G CROCKER
DIRECTOR, UMM HEALTH VENTURES, INC.	1.0	0	Yes (X)		$0	$0	$0
J CHRISTOPHER CUTLER FACHE
DIRECTOR, UMM MEDICAL GROUP, INC.	1.0	0	Yes (X)		$0	$0	$0
EDWARD D'ALELIO
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
DIX DAVIS
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director various	1.0	0	Yes (X)		$0	$0	$0
THERESE DAY
DIRECTOR, UMM HEALTH VENTURES, INC.	40.0	5.0	Yes (X)		$424,706	$0	$117,446
ELLEN DORIAN
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
NANCY DUPHILY
DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
KIMBERLY EISENSTOCK MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.0	0	Yes (X)		$272,975	$0	$41,513
JORDAN EISENSTOCK MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	7.0	0	Yes (X)		$32,673	$0	$1,943
LYNNE FARRELL
DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	1.0	0	Yes (X)		$0	$0	$0
ROBERT KEVIN FERGUSON MD
DIRECTOR, UMM MEDICAL GROUP, INC.	40.0	0	Yes (X)		$238,532	$0	$43,351
HOWARD FERRIS
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
ROBERT W FINBERG MD
DIRECTOR, UMM MEDICAL CENTER, INC.	20.0	5.0	Yes (X)		$425,183	$0	$75,220
WILLIAM FISHER
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
ROBERT FISHMAN DO FACP
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
TERENCE FLOTTE MD
DIRECTOR, UMM MEDICAL CENTER, INC. & UMM Medical Group, Inc.	1.0	1.0	Yes (X)		$0	$0	$0
CARLOS NICOLAS FORMAGGIA ESQ
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director various	1.0	0	Yes (X)		$0	$0	$0
AMY GRASSETTE
DIRECTOR, COMMUNITY HEALTHLINK, INC. & UMBHS, Inc.	1.0	0	Yes (X)		$0	$0	$0
ELVIRA GUARDIOLA
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
CHRISTIE HAGER
DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	1.0	0	Yes (X)		$0	$0	$0
DAVID HARLAN MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	20.0	0	Yes (X)		$170,602	$0	$40,509
CHANDRIKA JAIN MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.0	0	Yes (X)		$190,571	$0	$36,644
MARK JOHNSON MD
DIRECTOR, UMM MEDICAL CENTER, INC.	28.0	5.0	Yes (X)		$663,455	$0	$45,326
JOANNE JOHNSON
DIRECTOR, COMMUNITY HEALTHLINK, INC. & UMBHS, INC.	1.0	0	Yes (X)		$0	$0	$0
NANCY KANE
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
KATHRYN KENNEDY MD
DIRECTOR, UMM MEDICAL GROUP, INC.	36.0	0	Yes (X)		$301,297	$0	$44,862
CHRISTOPHER KENNEDY MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	24.0	0	Yes (X)		$182,019	$0	$36,023
PETER KNOX
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
BARBARA KUPFER
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
DANIEL LASSER MD
DIRECTOR, UMM MEDICAL GROUP, INC. & ACO, INC.	20.0	0	Yes (X)		$272,169	$0	$70,439
JOSEPH G LEANDRES
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
JAMES LEARY
DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS	5.0	40.0	Yes (X)		$0	$79,512	$20,030
SHIPEN LI MD
DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	40.0	0	Yes (X)		$284,616	$0	$45,233
HARRIS L MACNEILL
DIRECTOR UNTIL FY2019, UMM MEDICAL GROUP, INC.	1.0	0	Yes (X)		$0	$0	$0
MICHAEL MAHAN
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
SUSAN MAILMAN
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
DONATA MARTIN
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	1.0	0	Yes (X)		$0	$0	$0
LUIS J MASEDA
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	1.0	0	Yes (X)		$0	$0	$0
LALITA MATTA MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$2,474	$0	$0
JESSICA MCGARRY
DIRECTOR UNTIL FY2019, COMMUNITY HEALTHLINK, INC. & UMBHS, INC.	1.0	0	Yes (X)		$0	$0	$0
WILLIAM MCGRAIL ESQUIRE
DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	1.0	0	Yes (X)		$0	$0	$0
ANTONIA MCGUIRE
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
CYNTHIA M MCMULLEN EDD
DIRECTOR, COMMUNITY HEALTHLINK, INC. & UMBHS, INC.	1.0	0	Yes (X)		$0	$0	$0
NICHOLAS MERCADANTE MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	1.0	0	Yes (X)		$0	$0	$0
ANTHONY J MERCADANTE
DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	1.0	0	Yes (X)		$0	$0	$0
JEFFREY N METZMAKER MD
DIRECTOR, UMM MEDICAL GROUP, INC.	29.0	0	Yes (X)		$389,017	$0	$44,853
ED MOORE
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
DOMINIC NOMPLEGGI MD
DIRECTOR, UMM MEDICAL GROUP, INC.	24.0	0	Yes (X)		$268,527	$0	$47,239
JIM NOTARO
DIRECTOR, COMMUNITY HEALTHLINK, INC. & UMBHS, Inc.	1.0	0	Yes (X)		$0	$0	$0
O NSIDINANYA OKIKE MD
DIRECTOR UNTIL FY2019, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
DANIEL J O'LEARY MD
DIRECTOR UNTIL FY2019, COORDINATED PRIMARY CARE, INC.	25.0	0	Yes (X)		$268,911	$0	$5,227
EDWARD J PARRY III
DIRECTOR UNTIL FY2019, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$0	$0	$0
PHILIP E PURCELL
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
KEITH REARDON
DIRECTOR, COMMUNITY HEALTHLINK, INC. & UMBHS, INC.	1.0	0	Yes (X)		$0	$0	$0
GERARD P RICHER
DIRECTOR, MARLBOROUGH HOSPITAL & UMM HEALTH VENTURES, INC.	1.0	0	Yes (X)		$0	$0	$0
MICHAEL RIVARD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	1.0	0	Yes (X)		$0	$0	$0
KIMBERLY ROBINSON MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
SHLOMIT SCHAAL MD
DIRECTOR, UMM MEDICAL GROUP, INC.	32.0	0	Yes (X)		$505,201	$0	$44,286
PAULETTE SEYMOUR-ROUTE PHD
DIRECTOR, UMM MEDICAL CENTER, INC.	1.0	1.0	Yes (X)		$140,467	$0	$0
VIBHA SHARMA MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
JOHN SHEA ESQUIRE
DIRECTOR, COMMUNITY HEALTHLINK, INC. & UMBHS, Inc.	1.0	0	Yes (X)		$0	$0	$0
ROBERT LESLIE SHELTON MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	1.0	0	Yes (X)		$0	$0	$0
HABIB A SIOUFI MD
DIRECTOR UNTIL FY2019, MARLBOROUGH HOSPITAL	20.0	0	Yes (X)		$62,712	$0	$0
CELESTE STRAIGHT MD
DIRECTOR, UMM MEDICAL GROUP, INC.	40.0	0	Yes (X)		$249,964	$0	$19,368
FRANCIS SWEENEY MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
DEBRA TWEHOUS MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	38.0	0	Yes (X)		$248,421	$0	$23,413
DAVID WALTON
DIRECTOR, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
MARY WHITNEY
DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC.	1.0	0	Yes (X)		$0	$0	$0
JACK WILSON PHD
DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	1.0	0	Yes (X)		$0	$0	$0
MAUREEN CROTEAU
ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Officer various	40.0	0		Yes (X)	$73,911	$0	$29,390
ANN-MARIA D'AMBRA
ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL	40.0	0		Yes (X)	$51,456	$0	$26,603
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC.	5.0	40.0		Yes (X)	$0	$472,578	$108,723
NICOLE GAGNE
PRESIDENT, COMMUNTY HLTHLINK	40.0	5.0		Yes (X)	$275,369	$0	$57,808
JOHN GLASSBURN
Secretary, UMM Community Hospitals, Inc., Officer Various	5.0	40.0		Yes (X)	$0	$189,884	$44,944
STEVEN MCCUE
TREASURER UNTIL FY2019, MARLBOROUGH HOSPITAL	40.0	0		Yes (X)	$253,290	$0	$21,786
WILLIAM H O'BRIEN
SECRETARY, UMM BEHAVIORAL HEALTH SYSTEM, INC.	40.0	0		Yes (X)	$130,569	$0	$48,711
JEANNE SHIRSHAC
TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	5.0	40.0		Yes (X)	$0	$278,010	$75,752
FRANCIS W SMITH
Secretary, UMM Medical Group, Inc., Officer various	5.0	40.0		Yes (X)	$0	$219,366	$48,293
MICHELE STREETER
TREASURER, UMM MEDICAL GROUP, INC.	40.0	5.0		Yes (X)	$598,385	$0	$126,256
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	40.0	5.0			$329,113	$0	$101,100	Yes (X)
ROBERT FELDMANN
SVP, FINANCE/CORPORATE CONTROLLER	5.0	40.0			$0	$437,958	$106,385	Yes (X)
BARBARA FISHER
SVP, UNTIL FY2019, OPERATIONS (UMMMC)	40.0	5.0			$406,128	$0	$106,904	Yes (X)
ANDREW KARSON MD
SVP, CMO-UMMMC	40.0	5.0			$359,747	$0	$57,147	Yes (X)
BART METZGER
SVP, CHIEF HR OFFICER	5.0	40.0			$0	$572,774	$88,478	Yes (X)
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	5.0	40.0			$0	$286,969	$97,732	Yes (X)
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	5.0	40.0			$0	$305,693	$110,409	Yes (X)
ALICE A SHAKMAN
SVP, CLINICAL SVCS	40.0	5.0			$357,379	$0	$88,206	Yes (X)
TIMOTHY A TARNOWSKI
SVP, CHIEF INFO OFFICER & CTO	5.0	40.0			$0	$621,562	$148,470	Yes (X)
DAVID C AYERS MD
PHYSICIAN, CHAIR OF ORTHOPEDICS DEPT - MED GROUP	32.0	0			$682,805	$0	$45,420		Yes (X)
DEMETRIUS LITWIN MD
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	28.0	0			$786,151	$0	$48,446		Yes (X)
GERALD T MCGILLICUDDY MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	40.0	0			$899,181	$0	$45,431		Yes (X)
ARNO S SUNGARIAN MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	40.0	0			$1,181,906	$0	$44,748		Yes (X)
JENNIFER D WALKER MD
PHYSICIAN, DIVISION CHIEF OF CARDIAC SURGERY - MED GROUP	33.0	0			$817,509	$0	$45,846		Yes (X)
LISA COLOMBO
FORMER KEY EE, SVP, Patient Care Svcs & CNO until 9/30/18	0.0	0.0			$349,198	$0	$81,645			Yes (X)
JEFFREY A SMITH MD
FORMER KEY EE, EXEC. VP, COO UNTIL 7/2018	0.0	0.0			$929,110	$0	$69,648			Yes (X)
PATRICK L MULDOON
FORMER OFFICER, PRESIDENT, MEDICAL CENTER, UNTIL 1/2018	0.0	0.0			$200,393	$0	$120,614			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$19,291,065	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$8,266,262	TotReportableCompRltdOrgAmt
Total Other Compensation	$4,591,251	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2892	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
UMASS MEMORIAL SHIELDS PHARMACY
P O Box 417648	Boston	MA	022417648	Management Services	$32,732,187
DIVURGENT LLC
4445 Corporation Lane	Virginia Beach	VA	23462	Consulting Services	$10,180,524
MEDASSETS SUPPLY CHAIN SYS LLC
5543 Legacy Drive	Plano	TX	75024	Supply Chain Services	$9,721,217
NORDIC CONSULTING PARTNERS INC
740 Regent St Suite 400	Madison	WI	53715	Consulting Services	$6,584,577
CROTHALL HEALTHCARE INC
13028 Collection Center Drive	Chicago	IL	60693	Clinical Engineering Services	$6,342,356

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	131	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Federated Campaigns	$150,859	FederatedCampaignsAmt
Fundraising	$317,737	FundraisingAmt
Government Grants	$26,350,177	GovernmentGrantsAmt
All Other Contributions	$4,683,520	AllOtherContributionsAmt
Noncash Contributions	$54,711	NoncashContributionsAmt
Total Contributions	$31,502,293	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Net Patient Service Revenue	622110	$2,213,187,769	$2,211,665,870	$1,521,899
Medicaid Supplemental Funds	622110	$220,000,000	$220,000,000
Contract Revenue	622110	$110,343,141	$110,343,141
All other program service revenue	622110	$25,911,227	$24,516,180	$1,395,047
Joint Venture Income	622110	$19,726,401	$14,896,094	$4,830,307

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$792,174	TotalRevenueColumnAmt
Related Or Exempt Func Income	$792,174	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,589,960,712	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$218,873,381	TotalRevenueColumnAmt
Unrelated Business Revenue	$4,639	UnrelatedBusinessRevenueAmt
Exclusion	$218,868,742	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,881,013	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,928,677	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$952,336	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$952,336	TotalRevenueColumnAmt
Exclusion	$952,336	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$320,746	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$400,797	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	-$80,051	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$80,051	TotalRevenueColumnAmt
Exclusion	-$80,051	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$112,795	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$317,737	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$172,251	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$59,456	TotalRevenueColumnAmt
Exclusion	-$59,456	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Cafeteria Income	722514	$6,357,001	$6,357,001
All other revenue	622110	$4,682,793	$4,682,793

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	$11,039,794	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,852,189,009	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,593,253,253	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$7,751,892	UnrelatedBusinessRevenueAmt
Exclusion	$219,681,571	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$9,292,943	TotalAmt
Program Services	$9,292,943	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$18,120,698	TotalAmt
Program Services	$11,806,803	ProgramServicesAmt
Management And General	$6,313,895	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$974,340	TotalAmt
Program Services	$811,451	ProgramServicesAmt
Fundraising	$162,889	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$974,330,202	TotalAmt
Program Services	$945,385,720	ProgramServicesAmt
Management And General	$28,749,280	ManagementAndGeneralAmt
Fundraising	$195,202	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$76,103,618	TotalAmt
Program Services	$73,907,320	ProgramServicesAmt
Management And General	$2,183,141	ManagementAndGeneralAmt
Fundraising	$13,157	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$135,437,199	TotalAmt
Program Services	$130,313,188	ProgramServicesAmt
Management And General	$5,083,777	ManagementAndGeneralAmt
Fundraising	$40,234	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$67,082,240	TotalAmt
Program Services	$64,464,337	ProgramServicesAmt
Management And General	$2,590,662	ManagementAndGeneralAmt
Fundraising	$27,241	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$39,975,500	TotalAmt
Program Services	$39,975,500	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$364,642	TotalAmt
Management And General	$364,642	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$121,751	TotalAmt
Management And General	$121,751	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$102,277	TotalAmt
Program Services	$102,277	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$476,917	TotalAmt
Program Services	$171,380	ProgramServicesAmt
Management And General	$305,537	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$210,703,688	TotalAmt
Program Services	$205,842,240	ProgramServicesAmt
Management And General	$4,778,726	ManagementAndGeneralAmt
Fundraising	$82,722	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$332,192	TotalAmt
Program Services	$285,099	ProgramServicesAmt
Management And General	$34,632	ManagementAndGeneralAmt
Fundraising	$12,461	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,701,400	TotalAmt
Program Services	$15,795,899	ProgramServicesAmt
Management And General	$2,895,396	ManagementAndGeneralAmt
Fundraising	$10,105	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,485,330	TotalAmt
Program Services	$3,193,404	ProgramServicesAmt
Management And General	$291,926	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$62,662,328	TotalAmt
Program Services	$62,063,469	ProgramServicesAmt
Management And General	$598,859	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,282,064	TotalAmt
Program Services	$36,601	ProgramServicesAmt
Management And General	$2,245,463	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,342,551	TotalAmt
Management And General	$1,342,151	ManagementAndGeneralAmt
Fundraising	$400	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$17,413,687	TotalAmt
Program Services	$17,413,687	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$88,793,442	TotalAmt
Program Services	$87,778,284	ProgramServicesAmt
Management And General	$1,015,158	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$30,347,834	TotalAmt
Program Services	$30,017,763	ProgramServicesAmt
Management And General	$330,071	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
Medical Supplies	$365,415,948	$365,039,314	$376,634
System Allocation Expense	$341,442,948	$132,618,796	$208,824,152
Medical Education Services	$153,749,999	$153,749,999
Federal & State Income Taxes	$1,185,523	$1,185,523

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$25,964,129	TotalAmt
Program Services	$23,231,070	ProgramServicesAmt
Management And General	$2,718,709	ManagementAndGeneralAmt
Fundraising	$14,350	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,646,205,390	TotalAmt
Program Services	$2,374,482,067	ProgramServicesAmt
Management And General	$271,164,562	ManagementAndGeneralAmt
Fundraising	$558,761	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$58,959,457	BOYAmt
EOY	$8,254,465	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$200,030,362	BOYAmt
EOY	$290,583,350	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$136,208	BOYAmt
EOY	$58,905	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$281,625,994	BOYAmt
EOY	$237,808,473	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)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$75,417	BOYAmt
EOY	$215,292	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$41,002,269	BOYAmt
EOY	$44,649,282	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$13,994,263	BOYAmt
EOY	$12,319,159	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,906,171,257	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,203,450,497	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$693,297,792	BOYAmt
EOY	$702,720,760	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$29,086,056	BOYAmt
EOY	$23,488,614	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$245,590,988	BOYAmt
EOY	$217,583,471	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$83,370,553	BOYAmt
EOY	$75,760,975	EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$109,954,813	BOYAmt
EOY	$274,555,190	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,757,124,172	BOYAmt
EOY	$1,887,997,936	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$254,585,800	BOYAmt
EOY	$261,629,173	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$399,890	BOYAmt
EOY	$340,269	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$17,363,971	BOYAmt
EOY	$13,836,187	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$456,478,036	BOYAmt
EOY	$436,821,620	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$12,998	BOYAmt
EOY	$12,819	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$4,677,986	BOYAmt
EOY	$5,641,188	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$457,429,904	BOYAmt
EOY	$592,694,669	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,190,948,585	BOYAmt
EOY	$1,310,975,925	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$470,163,232	BOYAmt
EOY	$481,011,160	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$42,377,640	BOYAmt
EOY	$42,627,913	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$53,634,715	BOYAmt
EOY	$53,382,938	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$566,175,587	BOYAmt
EOY	$577,022,011	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,757,124,172	BOYAmt
EOY	$1,887,997,936	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$205,983,619	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,025,444	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$197,162,639	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	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	$102,277	OtherActivitiesAmt
Total Lobbying Expenditures	$102,277	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: American Hospital Association $43,204 Assocation for Behavioral Healthcare Inc. $26,466 National Association of Children's Hospitals $17,574 American College of Emergency Physicians $9,825 340B Health $2,022 North Central MA Chamber of Commerce $1,151 Association of Air Medical Services $668 Association of American Medical Colleges $464 Massachusetts Medical Society $341 MA Association of Behavioral Health Systems, Inc. (MABHS) $270 American Academy of Family Physicians $214 American Osteopathic Association $39 Radiology Business Management Association $39 Total $102,277	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$81,443,759	BeginningYearBalanceAmt
Contributions	-$208,049	ContributionsAmt
Investment Earnings Or Losses	$2,476,373	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,664,288	OtherExpendituresAmt
End Year Balance	$81,047,795	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$81,260,948	BeginningYearBalanceAmt
Contributions	$961,201	ContributionsAmt
Investment Earnings Or Losses	$3,556,343	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,334,733	OtherExpendituresAmt
End Year Balance	$81,443,759	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$78,913,132	BeginningYearBalanceAmt
Contributions	$3,536,295	ContributionsAmt
Investment Earnings Or Losses	$3,401,567	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,590,046	OtherExpendituresAmt
End Year Balance	$81,260,948	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$117,475,856	BeginningYearBalanceAmt
Contributions	$174,883	ContributionsAmt
Investment Earnings Or Losses	$5,899,351	InvestmentEarningsOrLossesAmt
Other Expenditures	$44,636,958	OtherExpendituresAmt
End Year Balance	$78,913,132	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$115,101,660	BeginningYearBalanceAmt
Contributions	$5,757,118	ContributionsAmt
Investment Earnings Or Losses	-$2,182,362	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,200,560	OtherExpendituresAmt
End Year Balance	$117,475,856	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.66	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.34	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,506,305	OtherCostOrOtherBasisAmt
Book Value	$8,506,305	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$943,511,395	OtherCostOrOtherBasisAmt
Depreciation	$542,611,505	DepreciationAmt
Book Value	$400,899,890	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,103,947	OtherCostOrOtherBasisAmt
Depreciation	$17,478,112	DepreciationAmt
Book Value	$20,625,835	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$410,297,655	OtherCostOrOtherBasisAmt
Depreciation	$312,567,544	DepreciationAmt
Book Value	$97,730,111	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$505,751,955	OtherCostOrOtherBasisAmt
Depreciation	$330,793,336	DepreciationAmt
Book Value	$174,958,619	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$702,720,760	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Units in investment partnership	$185,817,446	F
BENEFICIAL INTEREST IN TRUSTS
INVESTMENT IN QUEST DIAGNOSTICS
INVESTMENT IN SHIELDS PHARMACY HOLDINGS
Funds held in escrow under bond indenture agreements	$31,766,025	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$217,583,471	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (14 entries)

DescDesc	Book ValueBookValueAmt
Other Assets
Beneficial interest in trusts	$69,689,512
Estimated settlements with third-party payors	$65,477,269
Cash Value Life Insurance	$5,530,828
Security Deposits	$49,322
MALPRACTICE TAIL COVERAGE
DUE FROM RELATED PARTIES	$133,808,259
RECEIVABLE FROM MEDICAID
CASH SECURITY
Estimated settlements with third-party payors
Other assets - beneficial interest
Other assets - cash value of life insurance policies
Other assets - Due from related parties
Security deposits

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$274,555,190	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDesc	AmtAmt
Accrued pension and postretirement benefit obligations	$379,125,924
Due to University of Massachusetts	$86,049,289
Due to related parties	$58,697,197
Self insured reserves	$379,401
Estimated settlements with third-party payors	$38,988,274
Other noncurrent liabilities	$29,454,584
Claims reserve
ACCRUED LT LIABILITIES
LT LIABILITY ARO
ESTIMATED MALPRACTICE COSTS

Field	Value	IRS element (for citing)
Total Liability	$592,694,669	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 3a(i) Sch d, part v, line 3a(i)	HEALTHALLIANCE-CLINTON HOSPITAL - YES Bank of America Private Wealth Management holds the Miriam Shaw Trust for HEALTHALLIANCE-CLINTON HOSPITAL Distributions are paid to HEALTHALLIANCE-CLINTON HOSPITAL. Bank of America Private Wealth Management is an unrelated organization. Bank of America Corporation holds the following Trusts for HEALTHALLIANCE-CLINTON HOSPITAL: George Henry May Trust- Article Fourth (8) Trust U/Will Elizabeth L. Rowan Christine L Beck Trust Distributions are paid to HEALTHALLIANCE-CLINTON HOSPITAL. Bank of America Corporation is an unrelated organization. BANK OF AMERICA MERRILL LYNCH HOLDS THE BERNARD W DOYLE TRUST FOR HEALTHALLIANCE-CLINTON HOSPITAL. DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE-CLINTON HOSPITAL . BANK OF AMERICA MERRILL LYNCH IS AN UNRELATED ORGANIZATION. BNY MELLON WEALTH MANAGEMENT HOLDS THE FOLLOWING TRUSTS FOR HEALTHALLIANCE-CLINTON HOSPITAL: TRUST U/WILL PART 11 WILLIAM H CROPPER TRUST U/WILL PART 15 WILLIAM H CROPPER TRUST U/WILL PART 18 WILLIAM H CROPPER TRUST UNDER 2ND CODICIL OF WILL OF WILLIAM H CROPPER TRUST UNDER 4TH CODICIL WILLIAM H CROPPER DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE-CLINTON HOSPITAL. BNY MELLON WEALTH MANAGEMENT IS AN UNRELATED ORGANIZATION.
Schedule D, Part V Endowment Funds	Medical Center - The Medical Center's endowment funds are the beneficial interest in the funds held by a related organization, UMass Memorial Health Care, Inc. (Parent EIN 04-3358566). 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 IV, Line 2b Explanation of escrow agreement	Tenant security deposits of $12,819 for UMass Memorial Realty, Inc. These will be returned once the tenant vacates the property.
Schedule D, Part V, Line 4 Intended uses of endowment funds	The intended uses of the organization's endowment funds include health care services, research, medical education, charity care, and capital spending.
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 $197,000 and $675,000 for the years ended September 30, 2019 and 2018, 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, 2019 and 2018, the System had approximately $11,520,000 and $15,500,000 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 2028 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, 2019, the System believes the deferred tax assets of $1,992,000 will be fully utilized and recognized an income tax expense of $1,008,000 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, 2019.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CNEHA GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$258,391	GrossReceiptsEvent1Amt
Charitable Contri Event1	$187,391	CharitableContriEvent1Amt
Gross Revenue Event1	$71,000	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$34,550	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$39,053	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$36,989	OtherDirectExpensesEvent1Amt
Event2	MARLBOROUGH GOLF TOURNAMENT	Event2Nm
Gross Receipts Event2	$115,421	GrossReceiptsEvent2Amt
Charitable Contri Event2	$87,171	CharitableContriEvent2Amt
Gross Revenue Event2	$28,250	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$14,169	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$14,218	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$7,397	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$56,720	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$43,175	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$13,545	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$5,543	RentFcltyCostsOtherEventsAmt
Entertainment Other Events	$3,200	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$17,132	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$430,532	GrossReceiptsTotalAmt
Charitable Contributions Tot	$317,737	CharitableContributionsTotAmt
Gross Revenue Total Events	$112,795	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$54,262	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$53,271	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$3,200	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$61,518	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$172,251	DirectExpenseSummaryEventsAmt
Net Income Summary	-$59,456	NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

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

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	600	DiscountedCareOtherPct

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

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$28,352,243	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$15,377,020	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$12,975,223	NetCommunityBenefitExpnsAmt
Total Expense	0.0062	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$397,336,080	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$335,538,618	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$61,797,462	NetCommunityBenefitExpnsAmt
Total Expense	0.0294	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$13,901,000	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$13,901,000	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$439,589,323	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$364,816,638	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$74,772,685	NetCommunityBenefitExpnsAmt
Total Expense	0.0355	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$5,279,252	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,923,098	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,356,154	NetCommunityBenefitExpnsAmt
Total Expense	0.0011	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$242,643,343	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$135,192,183	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$107,451,160	NetCommunityBenefitExpnsAmt
Total Expense	0.0511	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$70,386,025	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$54,195,542	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$16,190,483	NetCommunityBenefitExpnsAmt
Total Expense	0.0077	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$2,013,339	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,013,339	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$320,321,959	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$194,324,162	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$125,997,797	NetCommunityBenefitExpnsAmt
Total Expense	0.0599	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$759,911,282	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$559,140,800	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$200,770,482	NetCommunityBenefitExpnsAmt
Total Expense	0.0954	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$49,074	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$49,074	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$29,679	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$29,679	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$5,757	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,757	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$213,100	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$65,500	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$147,600	NetCommunityBenefitExpnsAmt
Total Expense	0.0001	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$297,610	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$65,500	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$232,110	NetCommunityBenefitExpnsAmt
Total Expense	0.0001	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	false	BadDebtExpenseReportedInd
Bad Debt Expense	$42,920,733	BadDebtExpenseAmt
Bad Debt Expense Attributable	$3,433,963	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$448,803,453	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$496,034,798	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$47,231,345	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	3	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (3 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Website AddressWebsiteAddressTxt	State LicenseStateLicenseNum	Licensed HospitalLicensedHospitalInd	General Medical And SurgicalGeneralMedicalAndSurgicalInd	Childrens HospitalChildrensHospitalInd	Teaching HospitalTeachingHospitalInd	Research FacilityResearchFacilityInd	Emergency Room24 HrsEmergencyRoom24HrsInd
UMASS MEMORIAL MEDICAL CENTER INC
1	55 LAKE AVE 119 BELMONT STREET	WORCESTER	MA	01605	https://www.umassmemorialhealthcare.org/umass-memorial-medical-center	V111	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
2	60 HOSPITAL ROAD	LEOMINSTER	MA	01453	www.umassmemorialhealthcare.org/healthalliance-clinton-hospital	VWPE	Yes (X)	Yes (X)		Yes (X)		Yes (X)
MARLBOROUGH HOSPITAL
3	157 UNION STREET	MARLBOROUGH	MA	01752	www.umassmemorialhealthcare.org/marlborough-hospital	2103	Yes (X)	Yes (X)		Yes (X)		Yes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)

FacilityFacilityNum	First Licensed CY Or PYFirstLicensedCYOrPYInd	Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd	CHNA ConductedCHNAConductedInd	Community DefinitionCommunityDefinitionInd	Community DemographicsCommunityDemographicsInd	Existing ResourcesExistingResourcesInd	How Data ObtainedHowDataObtainedInd	Community Health NeedsCommunityHealthNeedsInd	Other Health IssuesOtherHealthIssuesInd	Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd	Consulting ProcessConsultingProcessInd	Prior CHNA ImpactPriorCHNAImpactInd	CHNA ConductedCHNAConductedYr	Take Into Account Others InputTakeIntoAccountOthersInputInd	CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd	CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd	CHNA Report Widely AvailableCHNAReportWidelyAvailableInd	Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd	Own Website URLOwnWebsiteURLTxt	Other WebsiteOtherWebsiteInd	Other Website URLOtherWebsiteURLTxt	Paper Copy Public InspectionPaperCopyPublicInspectionInd	Rpt Available Thru Other MethodRptAvailableThruOtherMethodInd	Implementation Strategy AdoptImplementationStrategyAdoptInd	Implementation Strategy AdptImplementationStrategyAdptYr	Strategy Posted WebsiteStrategyPostedWebsiteInd	Strategy Website URLStrategyWebsiteURLTxt	Organization Incur Excise TaxOrganizationIncurExciseTaxInd	Elig Criteria ExplainedEligCriteriaExplainedInd	FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd	FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct	FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct	Insurance Status CriteriaInsuranceStatusCriteriaInd	Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd	Explained BasisExplainedBasisInd	App Financial Asst ExplnAppFinancialAsstExplnInd	Described InfoDescribedInfoInd	Described Suprt DocDescribedSuprtDocInd	Provided Hospital ContactProvidedHospitalContactInd	Includes Publicity MeasuresIncludesPublicityMeasuresInd	FAP Available On WebsiteFAPAvailableOnWebsiteInd	FAP Available On Website URLFAPAvailableOnWebsiteURLTxt	FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd	FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt	FAP Summary On WebsiteFAPSummaryOnWebsiteInd	FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt	FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd	FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd	FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd	Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd	Communtity Notified FAPCommuntityNotifiedFAPInd	FAP TranslatedFAPTranslatedInd	Other PublicityOtherPublicityInd	FAP Actions On NonpaymentFAPActionsOnNonpaymentInd	Permit No ActionsPermitNoActionsInd	Collection ActivitiesCollectionActivitiesInd	Provided Written NoticeProvidedWrittenNoticeInd	Made Effort Orally NotifyMadeEffortOrallyNotifyInd	Processed FAP ApplicationProcessedFAPApplicationInd	Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd	Look Back Medicare PrivateLookBackMedicarePrivateInd	Amounts Generally BilledAmountsGenerallyBilledInd	Gross ChargesGrossChargesInd
UMASS MEMORIAL MEDICAL CENTER INC
1	false	false	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	17	Yes (true)	false	Yes (true)	Yes (true)	Yes (X)	https://www.umassmemorialhealthcare.org/about-us/community-benefits-program/umass-memorial-medical-c	Yes (X)	http://cmrpc.org/2018-greater-worcester-community-health-assessment-cha-public-release	Yes (X)	Yes (X)	Yes (true)	18	Yes (true)	https://www.umassmemorialhealthcare.org/about-us/community-benefits-program/umass-memorial-medical-c	false	Yes (true)	Yes (X)	200.0	600.0	Yes (X)	Yes (X)	Yes (true)	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	false
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
2	false	false	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	17	Yes (true)	false	Yes (true)	Yes (true)	Yes (X)	https://www.umassmemorialhealthcare.org/about-us/community-benefits-program/healthalliance-clinton-h	Yes (X)	www.chna9.com/resources.html	Yes (X)		Yes (true)	17	Yes (true)	https://www.umassmemorialhealthcare.org/about-us/community-benefits-program/healthalliance-clinton-h	false	Yes (true)	Yes (X)	200.0	600.0	Yes (X)	Yes (X)	Yes (true)	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	false
MARLBOROUGH HOSPITAL
3	false	false	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	16	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (X)	https://www.umassmemorialhealthcare.org/about-us/community-benefits-program	Yes (X)	https://www.umassmemorialhealthcare.org/marlborough-hospital-community-benefits-program	Yes (X)		Yes (true)	16	Yes (true)	https://www.umassmemorialhealthcare.org/marlborough-hospital-community-benefits-program	false	Yes (true)	Yes (X)	200.0	600.0	Yes (X)	Yes (X)	Yes (true)	Yes (true)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	See Part VI	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	Yes (X)	Yes (X)	Yes (X)	Yes (true)	Yes (X)	false	false

Supplemental Information SupplementalInformationGrp (18 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	Yes, the significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community. The community engagement process for the CHNA culminated with a community meeting of service providers, stakeholders and residents held at the Worcester Public Library, where CHNA key findings were presented and a prioritization process took place. This event was attended by approximately 75 people.
Schedule H, Part V, Section B, Line 3 Facility , 1	Facility , 1 - UMass Memorial Medical Center. The most recent CHNA also includes an Impact Evaluation Summary (final Appendix) of previous CHNA.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - UMass Memorial Medical Center. Yes, input from diverse persons who represent the community was taken into account. UMass Memorial Medical Center joined efforts with the Worcester Division of Public Health (WDPH), Fallon Health and The Coalition for a Healthy Greater Worcester which served in an advisory role in the development of its CHNA. The Director of the WDPH, UMass Memorial Vice President of Community Relations, and Fallon Health co-chaired the leadership process to develop a CHNA and Community Health Improvement Plan (CHIP) for the greater Worcester region. During the assessment process, community members were engaged in Key Informant Interviews, Focus Groups, and Community Dialogues, which allowed for community members to review and discuss a profile of the region and provide their feedback and prioritization on community health-related strengths, needs, and a vision for the future. The CHNA process gathered extensive quantitative data from federal, state and local sources for the City of Worcester, and the outlying communities of Shrewsbury, Grafton, Millbury, West Boylston, Leicester, and Holden, including a community health survey of nearly 3,000 individuals who live, work and play in Greater Worcester. Qualitative information was captured through 45 key stakeholder interviews, ten focus groups, four community forums, a strategic retreat, a community health survey conducted at multiple community events and an online survey. These sessions gathered critical community input from service providers, community leaders and neighborhood residents with an emphasis on engaging at-risk populations (e.g., Focus groups included: Hispanics/Latinos, youth, South East Asians and individuals with disabilities) as well as service providers representing fields including; behavioral health providers, health providers for elders and public health officials. The process included a Steering Committee comprised of a diverse number of stakeholders that advised and informed the CHNA.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - UMass Memorial Medical Center. UMass Memorial conducted the CHNA in collaboration with the Worcester Division of Public Health and Fallon Health. Additional partners included: Academic Health Collaborative, Worcester Division of Public Health Central MA Tobacco Free Partnership City of Worcester Clark University Coalition for a Healthy Greater Worcester Edward M. Kennedy Health Center Family Health Center of Worcester HOPE Coalition Latino Educational Institute Massachusetts Department of Public Health Muslim Community Link Regional Environmental Council of Worcester Reliant Medical Group UMass Medical School Women In Action Worcester Food Policy Council YouthConnect/Boys & Girls Club of Worcester YWCA Central Massachusetts Worcester Public Schools Worcester Regional Research Bureau
Schedule H, Part V, Section B, Line 7 Facility , 1	Facility , 1 - UMass Memorial Medical Center. The CHNA was publicly announced to the community at an event attended by more than 150 community stakeholders and hosted by the Worcester City Manager, Worcester Director of Public Health (WDPH), Senior Vice President of UMass Memorial Health Care, the UMass Memorial Vice President of Community Relations and the Director of Community Relations, Fallon Health. The CHNA was additionally publicized through various venues including; in local news and communications of CHNA-8, a Healthy Communities Coalition.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - UMass Memorial Medical Center. The hospital conducted its most recent Community Health Needs Assessment in 2018 and developed its Community Benefits Strategic Implementation Strategy. The prioritization process of identified community health needs was led by the Worcester Division of Public Health, Fallon Health and the hospital Vice President of Community Benefits and included input from 75 community stakeholders. The hospital's Community Benefit Strategic Implementation Strategy aligns with the priority findings of the Community Health Needs Assessment (CHNA) and the Greater Worcester Community Health Improvement Plan (CHIP). The other needs that are not included in the CHNA/CHIP are not being addressed because they are not a part of the identified priority CHIP Domain areas and due to limited funding. Community Benefits target populations are identified through a community input and planning process including a range of focus groups, key stakeholder interviews, forums and surveys. This includes the Community Health Needs Assessment (CHA) process and the development of a Community Health Improvement Plan (CHIP) to address the Priority Areas identified in the CHA. Priority Areas identified in the 2018 CHA are: Mental Health, Substance Use, Chronic and Complex Conditions and Social Determinants of Health. An additional identified Priority Area is Health Equity, that is cross-cutting across each of these Priority Areas. UMMMC addressed these Priority Areas through the following programs and efforts in 2019: * UMass Memorial has provided ongoing support since 2008 for the Coalition for a Healthy Greater Worcester, a healthy communities coalition, that plays a leadership role in organizing CHIP Working Groups for each of the CHA Priority Areas and in securing significant funding for community health improvement efforts. There are eight different CHIP groups working on addressing the Priority Areas. There are 200 community organizations involved in the Coalition. Mental health: * Youth Mental Health Model: The Model employs a unique approach to adolescent mental health by integrating prevention and crisis intervention counselors into the milieu at community-based, youth-serving programs where nearly 100% of the youth are low-income and roughly 90% are Latino or African American. In 2019, the program served approximately 850 at-risk youth in one-on-one counseling sessions, therapeutic groups and crisis interventions through its therapeutic partner. * Worcester Addresses Childhood Trauma (Worcester ACTs): A unique, community-wide CHW Resilient Home Visiting Program for children that have experienced or witnessed adverse childhood experiences (ACEs). As a means of reducing future violence, this intervention introduces a clinical response at the point of a trauma, as soon as possible after an incident involving police. The effort is a partnership among the Worcester Police Department (WPD), YWCA, UMass Medical School Child Trauma Center, UMMHC Child Protection Program, Worcester Division of Public Health (WDPH) and Clark University. Substance use: * Healthy Options for Prevention and Education (H.O.P.E.) Coalition Peer Leaders: A youth/adult partnership started in 2002 that addresses public health concerns affecting at-risk youth, including tobacco and alcohol use, violence and access to mental health. H.O.P.E. Peer Leaders co-chair the Youth Substance Abuse Prevention Task Force with the WDPH. * The H.O.P.E. Coalition Youth Working Training Institute (YWTI): Provides professional education for front-line youth workers serving at-risk populations at community organizations to better prepare them to serve vulnerable young people. In 2019, 38 youth workers enrolled and earned a certificate of completion and opportunity for advanced graduate credit at Clark University. YWTI also partners with Worcester Public Schools to certify youth workers in Youth Mental Health First Aid. * Hector Reyes House: A residential substance abuse treatment program provided coordination and support services for a group of 80 Latino men who are in transition to recovery Social Determinants of Health: Access to Care: * UMMMC operates the Ronald McDonald Care Mobile Program: A mobile clinic established in 2000 providing medical and preventive dental services in 10 low income neighborhoods and 20 inner-city elementary schools in Worcester. Patients are served regardless of insurance status and assisted in enrollment into a medical and dental home and connection to social support services. The program plays a critical role in addressing the high level of tooth decay due to a lack of fluoride in the City's water supply. In 2019, the Care Mobile served a minimum of 2,500 patients. * Oral Health Task Force: Is coordinated and supported by the UMMMC Care Mobile program to ensure that among task force providers, preventive dental services are delivered to at-risk children in public and charter schools. Collaborators include Worcester Public Schools, two community health centers, a community college, Massachusetts Department of Public Health and a college of pharmacy. * CommunityHELP: An online technology platform to improve accessibility of community resource information and social determinants of health. A collaborative effort with Reliant Medical Group, the platform can be viewed in multiple languages and links community resources with patient's needs. * Medical-Legal Partnership: A collaboration with UMMMC's Legal Department and Community Legal Aid, Inc. that assists Medicaid-eligible, socially-complex patients in addressing a wide array of social determinants of health needs. The program leverages pro-bono, private legal services with law firms to address multiple social factors. In 2019, 146 referrals to legal services were made to pro-bono attorneys. * Health Insurance Enrollment: Is provided by our Financial Counselors to improve access to health care for vulnerable populations. About 8,500 people receive health insurance enrollment assistance each year. Chronic/complex conditions and their risk factors: * UMMMC established and co-chairs a city-wide Pediatric Asthma Home Visiting Intervention to reduce school absenteeism, hospitalizations and ED use among high risk asthmatic children in Worcester where rates of pediatric asthma-related ED visits are double that of the state. The partnership includes all Worcester Public Schools (WPS)/Head Start Programs, two community health centers and the City's Healthy Homes Office. This community/clinical linkage model utilizes trained, Community Health Workers (CHW)s to address asthma triggers in the home. CHWs provide education to address medication adherence. Referrals are made to community resources and Community Legal Aid (CLA) to resolve home triggers that require landlord remediation actions. * Working with WPS, UMMMC Pediatric Pulmonology Department operates AsthmaLink, a school-based medication adherence program enrolling 85-100 students yearly that provides consultation, coordination of controller medications given by school nurses and connection to the CHW home visiting intervention. The Pulmonology Division also provides training to school nurses, clinical providers and launched an innovative "Hospitalized Patient Intervention" which links pediatric patients admitted to the hospital to the CHW/home visiting program. This intervention establishes communication with medical residents within the ED. Access to Health Food/Hunger/Food Insecurity: UMass Memorial addressing food insecurity and access to healthy foods the following: * The Worcester Regional Environmental Council's urban agricultural program that provides youth jobs, leadership development and produce for a Veggie Mobile that addresses food insecurity in economically-challenged neighborhoods across the City. * Recreation Worcester, a partnership with the City of Worcester is a neighborhood-based summer initiative providing access to safe, supervised physical activity, minimizes learning loss and promotes positive youth development for approximately 1,700 inner-city children annually. Participants (eligible for free and reduced lunch school program) receive two healthy meals and a snack daily. The program hires 100 inner-city youth summer staff each year. * UMMMC Community Relations staff serves as a member of the Worcester Food Policy Council (WFPC) Steering Committee that convenes the CHIP Access to Healthy Foods Work Group to promote healthy weight/healthy eating and improve nutrition in distressed, food insecure neighborhoods through policy. To improve access to healthy food for underserved, food desert areas the Council works on a range of issues including healthy food retail, SNAP/Healthy Incentives Program (HIP), minimum wage, and expanding urban agriculture opportunities.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - UMass Memorial Medical Center. Financial Assistance - UMassMemorial Medical Center employs a staff of Financial Counselors, Certified Application Counselors, Customer Service Representatives and Guarantor Collectors who are available by phone or by appointment to support patients in applying for financial assistance and resolving their medical bills. Financial Counselors, Certified Application Counselors, Customer Service Representatives and Guarantor Collectors provide potentially eligible patients with the appropriate methods of applying for health care coverage as listed on the Massachusetts ConnectorCare website
Schedule H, Part V, Section B, Line 3E	Yes, the significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community. The community engagement activities for the CHNA culminated throughout five community, provider focus groups, and three community forums in the UMass Memorial HealthAlliance-Clinton Hospital's service area where information was gathered, and input was received from service providers, community leaders, and residents. The engagement process was held at the areas listed below where CHNA key findings were presented and a prioritization process took place. Approximately 100 people attended the focus groups and community forums.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - UMass Memorial - HealthAlliance-Clinton Hospital. UMass Memorial HealthAlliance-Clinton Hospital conducted a comprehensive Community Health Needs Assessment (CHNA) that gathered, analyzed and documented qualitative and quantitative data. The CHNA was developed through a collaborative process involving both administrative and clinical staff at the hospital working with a diverse CHNA Advisory Group made up of health and social service providers, local public health officials, community health advocates, and other community leaders. The Advisory Committee's input and involvement was central to the CHNA and strategic plan development process informed and based on the Hospital's Community Health Improvement Plan (CHIP). Since the beginning of the assessment, more than one hundred individuals participated in key stakeholder interviews, focus groups, and community forums. Key stakeholder interviews were conducted with eighteen community leaders and staff members at UMass Memorial HealthAlliance-Clinton Hospital. Key stakeholder interviews were done to collect qualitative information from key health and social service providers, city/town officials, representatives from community organizations or advocacy groups, and other community leaders to (1) confirm and refine findings from secondary data, (2) provide community context, (3) clarify needs and priorities of the community. Five community and provider focus groups with key segments of the population and/or key types of service providers were also conducted in HealthAlliance-Clinton Hospital's service area. This activity allows for the collection of more targeted and nuanced information from segments of the population who are deemed most at-risk and the key service providers who serve these populations and are critical to community health improvement. Focus groups (1) augment findings from secondary data and key informant interviews and (2) allow for exploration of strategic and programmatic options to address identified health issues, service gaps, and/or barriers to care. Three Community Forums for the public at-large were also conducted in the towns of Fitchburg, Leominster, and Clinton. Community forums allow for the capture of information directly from community residents and, to some extent, representatives from local service providers or community organizations. Input is captured from residents on (1) community health needs and priorities, (2) service system gaps, (3) barriers to care across a wide array of health-related service and community resource domains (e.g., health, housing, transportation, safety, food access). Forums are critical to fulfilling a comprehensive community engagement plan and will support the development of a sound and objective health needs assessment that will be used to develop programs that reduce disparities and improve health status.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - UMass Memorial - HealthAlliance-Clinton Hospital. The Community Health Needs Assessment was conducted with input from our community partners including: Community Health Network Association 9 (CHNA9), Community Health Connections, The Joint Coalition on Health and the Montachusett Public Health Network.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - UMass Memorial - HealthAlliance-Clinton Hospital. The hospital conducted its most recent Community Health Needs Assessment (CHNA) in 2018 and developed its Community Benefits Strategic Implementation Strategy. The CHNA included a prioritization process that identified the most pressing needs that offer opportunities to partner and leverage resources. The prioritization process was led by the Steering Committee with the support of the Hospital's staff, CHNA Advisory Committee, PFAC, and other stakeholders and included input from 18 community stakeholders. The needs identified in the CHNA are 1) Health Equity, 2) Behavioral Health (mental health and substance use), 3) Chronic/Complex Conditions and Risk Factors, 4) Healthy Relationships and Domestic/Interpersonal Violence, and 5) Healthy Aging. The hospital's Community Benefit Strategic Implementation Strategy aligns with the priority findings of the Community Health Needs Assessment (CHNA) and the Community Health Improvement Plan (CHIP). The other needs that are not included in the CHNA/CHIP are not being addressed due to limited funding. UMass HealthAlliance-Clinton hospital's Community Health Needs Assessment identified the following Priority Areas: 1) Health Equity, 2) Behavioral Health (mental health and substance use), 3) Chronic/Complex Conditions and Risk Factors, 4) Healthy Relationships and Domestic/Interpersonal Violence, and 5) Healthy Aging identified as a result of the hospital's latest community health assessment (2018). The hospital continues to aim their efforts on the medically-underserved and vulnerable groups of all ages, specifically targeting our outreach to low-income populations, racial/ethnic minority and indigenous populations, recent immigrants, non-English speakers, and older adults as priority populations that deserve special attention. The hospital's Community Benefit Strategic Implementation Strategy aligns with the priority findings of the Community Health Needs Assessment (CHNA) and the Community Health Network Area 9 (CHNA9) of North Central Massachusetts Community Health Improvement Plan (CHIP). UMass Memorial HealthAlliance-Clinton Hospital developed and implemented the following Community Activities / Strategies that address the identified health priorities needs: 1) Health Equity: * Anchor Mission: UMass Memorial HealthAlliance-Clinton Hospital works in collaboration with the system's Anchor Mission focusing on four pillars: Local Procurement, Workforce Development and Investment as a means of improving the economic status, health and well-being of vulnerable, low-income populations in targeted areas. For example, a diverse Hiring Committee works with community-based, workforce organizations serving vulnerable populations. The Hospital's Community Health Director and Sr. Director of External Affairs serves on several UMass Memorial Anchor Mission Task Forces that are working with different community groups on workforce development neighborhood revitalization/housing, poverty and employee engagement. * Community Health Network Area of North Central Massachusetts (CHNA-9): As part of this statewide effort, the hospital partners with CHNA-9 (a healthy communities coalition) to develop, implement and integrate community projects to effectively utilize community resources and create healthier communities through a health equity framework. The hospital's Community Health Director and Community Outreach Coordinator work in collaboration with CHNA-9 as an active steering committee member, help facilitate the north regional Community Health Improvement Plan (CHIP) process, convene community stakeholders to implement the CHIP. 2) Behavioral Health (mental health and substance use): * Opioid Task Force: HealthAlliance-Clinton Hospital formed an Opioid Task Force in response to the growing problem of opioids/substance use in the North Central MA region (Leominster, Fitchburg, Clinton, and surrounding towns). The Task Force brings together healthcare providers, community leaders, patient advocates and community stakeholders to tackle the problem of substance and prescription drug abuse in the area by reducing opioid and addiction, preventing overdose deaths, and improving the well-being of our community. * CHNA-9 Mental Health & Behavioral Health and Substance Abuse Workgroup: The goal of this group is to improve overall mental and behavioral health and wellbeing, including preventing substance abuse, in a culturally-responsive and holistic manner in the North Central region. The hospital supports these efforts by the Community Outreach Specialist co-chairing the work group. * Community Narcan Education and Training: Community members learned about Opiate/Opioid overdose Education, how to effectively, and rapidly assess a person that may be overdosing, the appropriate steps to take during an overdose, such as administering Narcan, and rescue breathing and harm reduction. * Organized support groups: with mental health organizations in the community to support those living with behavioral health issues and providing support for their families and caregivers. 3) Chronic/Complex Conditions and Risk Factors * "Walk N' Talk": Program encourages healthy physical activity, allowing community members to engage in an opportunity for learning and sharing from health care professionals on health-related topics chosen by community members. * WHEAT Community Cafe: Hospital supports and coordinates a feeding program at the WHEAT Community Cafe for populations living in poverty. * Hospital Financial Enrollment and Counseling program: Hospital Financial Counselors enroll and educate community members about existing health insurance. 4) Healthy Relationships and Domestic/Interpersonal Violence * The hospital partners with the YWCA (Daybreak Program) to raise awareness of domestic violence by displaying "Empty Place" displays at each hospital campus: an art exhibition which features dinner place settings representing real victims of domestic violence missing from their family's lives, educational materials and a public comment/feedback box. 5) Healthy Aging * UMass Memorial HealthAlliance-Clinton Hospital, in collaboration with Elder-serving organizations, held screenings and educational Elder Health related sessions at the request of local Senior Centers. * Elder Health Fairs: The hospital provides health education and screenings related to chronic diseases and prevalent health conditions in the community. Other health needs that are not included in the CHNA/CHIP are not being addressed due to limited funding or resources.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - UMass Memorial HealthAlliance-Clinton Hospital, Inc.. UMass Memorial HealthAlliance-Clinton Hospital, Inc. The hospital employs a staff of Financial Counselors, Certified Application Counselors, Customer Service Representatives and Guarantor Collectors who are available by phone or by appointment to support patients in applying for financial assistance and resolving their medical bills. Financial Counselors, Certified Application Counselors, Customer Service Representatives and Guarantor Collectors provide potentially eligible patients with the appropriate methods of applying for health care coverage as listed on the Massachusetts ConnectorCare website.
Schedule H, Part V, Section B, Line 3E	Yes, the significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community. The CHNA conducted in 2016 results were presented to the public on Friday, November 18, 2017. Over 100 MetroWest community members attended. All Marlborough Hospital focus group participants (including faith leaders, Community Benefits Advisory Council, seniors and Patient Family Advisory Council) and key informants who participated were invited with approximately 10 attended the public presentation. In addition to an online community survey that engaged over 600 residents, approximately 92 individuals from multisector organizations, residents, and community stakeholders participated in focus groups and interviews to gather feedback on community strengths, challenges, priority health concerns, and opportunities for the future.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - Marlborough Hospital. To understand public perceptions around a range of health issues in the MetroWest region, a community health survey was developed and administered online and via paper surveys to residents throughout the 22 communities. The survey explored key health concerns of community residents, access to services, and their primary priorities for services and programming. The MetroWest community partners disseminated the survey link via their networks as well as through local media. The survey was available in English, Spanish, and Portuguese and was advertised through language-specific channels as well. A total of 799 respondents were included in the final sample. The majority (78.4%) of survey respondents were female and over half (55.5%) were age 50 years or older. One quarter (25.2%) of respondents self-identified as a minority race/ethnicity, including 13.1% who identified as Hispanic or Latino.
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - Marlborough Hospital. The CHNA was completed in conjunction with the MetroWest Medical Center.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - Marlborough Hospital. The CHNA was completed in conjunction with MetroWest Health Foundation, MetroWest Medical Center, Hudson Health Department, and Framingham Health Department and CHNA7
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - Marlborough Hospital. The hospital responds to priority health needs in many ways, and in times that are critical for patients in crisis. In addition to charity care, indigent care, a significant number of programs and services offered address the priority needs identified in the Community Health Needs Assessment (CHNA) and in accordance with the hospital's Community Benefits Strategic Implementation Plan. Our hospital does not have the available resources to develop initiatives to meet every health need identified, which makes collaboration with community organizations and stakeholders critical. Community Benefits target populations are identified through a community input and planning process including a range of focus groups, key stakeholder interviews, forums and surveys. This includes the Community Health Needs Assessment (CHA) process and the development of a Community Health Improvement Plan (CHIP) to address the Priority Areas identified in the CHA. Priority Areas identified in the 2016 CHA are: Mental Health, Substance Abuse, Healthy Aging, Access to Health Care and Health and Wellness. Marlborough Hospital addressed these Priority Areas through the following programs and efforts in 2019: Build Awareness of Mental Health Issues * Participated in the Hudson Public Schools Wellness and Safety Committee * Provided conference use for numerous community partners for training programs and educational programs. Community partners included National Association for Mental Illness (NAMI) and Human Services Coalition * Assisted Human Services Coalition with Hoarding Task Force o Hosted "Buy Nothing, Be Social" event on Black Friday for all ClearPath Hoarders support groups o Co-facilitated support group for loved ones of hoarders Substance Abuse * Participated on City of Marlborough Alliance for Prevention (formally, the Marlborough Substance Prevention Coalition * Presented a Narcan training program and distributed Narcan to attendees Access to Care * Assisted residents of the community in enrolling in Mass Health or other health insurance programs. Assistance is offered in English, Spanish and Portuguese. * Improved access to care by providing medical services to elders. Enrolled 429 people into the appropriate health plans. Promote Health and Wellness * Organized and hosted injury prevention programs targeted at children o At Safe Summer Fun Day, children were fitted for free bike helmets by hospital staff and provided with educational activities and materials regarding safety and access to health care. Distributed educational materials in English and Spanish. 400 helmets distributed. 1,800 people attended * Participated in elementary school physical activity and nutrition programs in the City of Marlborough * Delivered "Take the pledge" program to local school children. The program emphasizes positive life choices that focus on self-esteem, low risk behavior, substance use and abuse, safety 500 students at Richer School Wellness Fair * Helped with disadvantaged youth to participate in healthy programs Boys & Girls Club - 2 scholarships -$500 Friendly House - 1 scholarship - $100 o Supported Basketball program (700 youth participate) to promote fitness - $250 o Supported Baseball and Softball program - $750 Healthy Aging: * Supported community education sessions on various topics o Speech therapy education event presented by Nadine Smith, our Occupational Therapist, to Parkinson's support group in Westborough. o Stroke awareness education programs at Senior Centers in Marlborough and Northborough * Provided glucose and cholesterol screenings at Senator Eldridge Health Senior Conference and distributed educational materials regarding medication reconciliation and chronic diseases. Over 450 seniors attended with approximately 90 being screened Anchor Mission: UMass Memorial's Anchor Mission focuses on four pillars: Local Procurement, Workforce Development and Investment as a means of improving the economic status, health and well-being of vulnerable, low-income populations in targeted areas. For example, a diverse Hiring Committee works with community-based, workforce organizations serving vulnerable populations. We have several Anchor Mission Task Forces that are working with different community groups on workforce development neighborhood revitalization/housing, poverty and employee engagement.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - Marlborough Hospital. Financial Assistance - Marlborough Hospital employs Financial Counselors who are available by phone or by appointment to support patients in applying for financial assistance and for help resolving their medical bills. Financial Counselors provide potentially eligible patients with the appropriate methods of applying for health care coverage as listed on the Massachusetts ConnectorCare website.

Field	Value	IRS element (for citing)
Facility	4	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (26 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I RESEARCH EXPENSES	THE AMOUNT OF RESEARCH EXPENSES FOR FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS BEING REPORTED BY UMASS MEMORIAL HEALTH CARE IS LOW SINCE THESE COSTS ARE SUPPORTED BY THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL. THE MEDICAL SCHOOL IS CLOSELY ASSOCIATED WITH UMASS MEMORIAL HEALTH CARE AND PROVIDES A SIGNIFICANT NUMBER OF COMMUNITY BASED PROGRAMS.
Schedule H, Part VI, Line 7 SCH H, PART VI, LINE 7	ALL THREE HOSPITAL'S FILE INDIVIDUAL COMMUNITY BENEFIT REPORTS WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE.
Schedule H, Part III, Line 8 Schedule H, Part III, Line 8	UMASS BELIEVES THERE ARE SEVERAL REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT. FIRST, NON-NEGOTIABLE MEDICARE RATES ARE SOMETIMES OUT-OF-LINE WITH THE TRUE COSTS OF TREATING MEDICARE PATIENTS. SECOND, BY CONTINUING TO TREAT PATIENTS ELIGIBLE FOR MEDICARE, HOSPITALS ALLEVIATE THE FEDERAL GOVERNMENT'S BURDEN FOR DIRECTLY PROVIDING MEDICAL SERVICES. THIRD, IRS REVENUE RULING 69-545 STATES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENT HEALTH BENEFITS, INCLUDING MEDICARE, THEN THIS IS AN INDICATION THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY.
Schedule H, Part V, Section A Schedule H, Part V Section A	Clinton Hospital 201 Highland Street, Clinton MA 01510 is the second campus of the UMass Memorial HealthAlliance-Clinton Hospital, Inc. The merger of Clinton Hospital Association with HealthAlliance Hospital became effective 10/1/2017.
Schedule H, Part I, Line 7 Bad Debt Expense	Bad Debt Expense has been excluded from Financial Assistance.
Schedule H, Part V, Section B, Line 11 UMass Memorial Medical Center Additional Narrative	* UMMMC Community Relations staff is also part of the Food is Medicine Massachusetts State Steering Committee, an effort being led by the Harvard University Center for Health Law and Policy Innovation and Community Servings that developed a strategic plan to find ways to increase access to medically-tailored foods and improve the availability of prepared nutritious food for economically-disadvantaged patients being discharged from a hospital. Findings and the full State Plan were published and shared with key stakeholders in 2019. * UMMMC's Maternal-Fetal Medicine and Community Relations departments partnered with the Worcester Division of Public Health to pilot a new, Community Health Worker (CHW) intervention in Maternal-Fetal Medicine to address at-risk pregnancies among Latino women and vulnerable populations; specifically focused on healthy eating and nutrition among at-risk pregnant and lactating women. * Anchor Mission: UMass Memorial's Anchor Mission focuses on four pillars: Local Procurement, Workforce Development and Investment as a means of improving the economic status, health and well-being of vulnerable, low-income populations in targeted areas. For example, a diverse Hiring Committee works with community-based, workforce organizations serving vulnerable populations. We have several Anchor Mission Task Forces that are working with different community groups on workforce development neighborhood revitalization/housing, poverty and employee engagement.
Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - UMASS MEMORIAL MEDICAL CENTER, INC	The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for UMASS MEMORIAL MEDICAL CENTER, INC: https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors/patient-resources/financial-assistance-and-credit-and-collection-policy
Schedule H, Part V, Section B, Line 16a Line 16c - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL	The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC: HTTPS://WWW.UMASSMEMORIALHEALTHCARE.ORG/HEALTHALLIANCE-CLINTON-HOSPITAL/PATIENTSVISITORS/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE-AND-CREDIT-AND-COLLECTION-POLICY
Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - MARLBOROUGH HOSPITAL	The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for MARLBOROUGH HOSPITAL: HTTPS://WWW.UMASSMEMORIALHEALTHCARE.ORG/MARLBOROUGH-HOSPITAL/PATIENTSVISITORS/PATIENT-RESOURCES/FINANCIAL-ASSISTANCE-AND-CREDIT-AND-COLLECTION-POLICY
Schedule H, Part I, Line 7g Subsidized Health Services	NOT APPLICABLE
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	The cost to charge ratio is the costing methodology is used to calculate the amounts reported for each line in Part 1, Line 7.
Schedule H, Part II Community Building Activities	UMass Memorial Medical Center: UMass Memorial Medical Center recognizes Community Building activities as being a part of the "social determinants of health" that impact the health of the community. We invest in youth workforce development for at-risk youth. Programs are based on our Community Benefits Mission which was recommended by a Community Benefits Advisory Committee and draws inspiration from the World Health Organization's broad definition of health, as a "as state of complete, physical, mental and social well-being and not merely the absence of disease." By adopting this definition, UMass Memorial Medical Center has expanded its strategy to include the social and economic obstacles that prevent people from achieving optimal health. All of our Community Building activities are the result of an identified need and engage the community. They include collaborative efforts, advocacy activities and partnerships that engage a broad array of community stakeholders in addressing these unmet social determinants of health. Community Building activity examples include: funding and promoting workforce and health career development opportunities for inner-city youth. The hospital additionally provides community support through efforts including participation in the United Way Day of Caring and others. UMass Memorial HealthAlliance-Clinton Hospital Inc. : Workforce Development: UMass Memorial HealthAlliance-Clinton Hospital provides a paid internship program to high school seniors and first year college students who wish to pursue a career in the health care field. The hospital also awarded four scholarships to high school graduating seniors living in the service area who are pursuing a college education in a health-related field. During FY2019, twenty-eight high school students participated in the hospital's internship program. The program exposed these students to health career possibilities, role models and how health organizations operate; it is also an opportunity for practical experience to learn by doing and applying the knowledge. The students learn new skills and develop their own personal and professional interests. They also expand their educational opportunities, personal network, and establish valuable professional connections. This program was developed and implemented in response to an identified need in the community. Workforce Development is identified as a need nationally, as a critical component to social determinants of health, and in its CHNA. UMass Memorial HealthAlliance-Clinton Hospital partnered with the Clinton, Leominster, and Fitchburg Public High School and the Workforce Investment Board to implement the program. Coalition Building: UMass Memorial HealthAlliance-Clinton Hospital is a member of Community Health Network Association 9 (CHNA-9). The hospital's Community Health Director and Outreach Coordinator help to facilitate CHNA-9 meetings, Co-chair two of the priority areas (Healthy Eating and Active Living, Healthy and Safe Relationships, Mental/Behavioral and Substance Abuse) of the CHNA9 North Region Community Health Improvement. They additionally serve on the CHNA-9 Coalition, Grant Review Team and Steering Committee as part of a statewide effort to develop, implement, and integrate community projects to effectively utilize community resources to create healthier communities. UMass Memorial HealthAlliance-Clinton Hospital worked with the Community Health Network of North Central Mass (CHNA-9) and other partners in building capacity, engaging other partners and implementing strategies that advances the five priority areas working groups. Most working groups meet monthly and took significant steps towards gaining community input and creating a network that will enable sharing of resources in order to achieve the hospital's strategic plan in carrying out the North Central MA CHIP implementation. Advocacy for Community Health Improvements/Safety: UMass Memorial HealthAlliance-Clinton Hospital is working to address basic, social and personal needs as a way to improve their communities' health. The hospital joined The Democracy Collaborative, Anchor Network with 40 other healthcare institutions nationwide to address Health Equity, Social Determinants of Health, Health System Strengthening, and to engage with our local communities and institutions to help build communities' assets. The Healthcare Anchor Network was formed to support health systems collaborating nationally to accelerate learning and local implementation of economic inclusion strategies. Marlborough: Marlborough Hospital provides assistance to cognitively challenged post grad students aged 18 to 22 by helping them gain work/life skills to assist them in their transition from a school environment to a work and community setting. Additionally, disadvantaged students, including both economically or disengaged youth at risk, learn the tools to overcome barriers and move into self-sustaining employment in sectors of the economy where there is a need.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	On October 1, 2018 , the System adopted ASU 2014-09 Revenue from Contracts with Customers and all subsequent amendments to the ASU (collectively, "ASC 606") which outlines a five-step framework that supersedes the principles for recognizing revenue (previously "ASC 605") and eliminated industry-specific guidance. This framework ensures that entities appropriately reflect the consideration to which they expect to be entitled in exchange for goods and services by allocating transaction price to identified performance obligations and recognizing revenue as performance obligations are satisfied. Qualitative and quantitative disclosures are required to enable users of the financial statements to understand the nature, amount, timing and uncertainty of revenue and cash flows arising from contracts with customers. The System adopted ASC 606 using a modified retrospective approach. The presentation and disclosure of revenue primarily related to uninsured or underinsured patients changed because of the adoption of ASC 606. Under the provisions of ASC 606, the estimated uncollectible amounts due from self-pay patients, as well as co-pays and co-insurance obligations of patients with insurance, generally considered implicit price concessions, are required to be reflected as a direct reduction to patient service revenue as opposed to the previous reporting as a provision for doubtful accounts. As a result, for the year ended September 30, 2019, the System recorded approximately $48,566,000 of implicit price concessions as a direct reduction of patient service revenue that would have previously been recorded as provision for doubtful accounts and $54,791,000 as a direct reduction of accounts receivable.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	Based on historical experience, a significant portion of the System's uninsured patients will likely be unable or unwilling to pay for the services provided and are considered an implicit price concession. Estimates of implicit price concessions are determined based on historical collection experience with these classes of patients using a portfolio approach as a practical expedient to account for patient contracts as collective groups rather than individually. The financial statement effects of using this practical expedient are not materially different from an individual contract approach. Changes in the economy, unemployment rates, the number of uninsured and underinsured patients, the volume of patients through emergency departments, the increased burden of co-pays, co-insurance amounts and deductibles to be made by patients with insurance, and business practices related to collection efforts are some of the factors that can impact collection trends and the estimation process. Although our financial assistance policies and procedures make every effort to identify those patients who are eligible for financial assistance before the billing process begins, often it is not possible to make an appropriate determination until after the billing and collection collection cycle has commenced. The rationale for including implicit price concession amounts amounts in community benefits would be to account for those patients who were classified as an implicit price concession, but would have qualified for financial assistance if sufficient information had been available to make a determination of their eligibility.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	Notes to Consolidated Financial Statements, page 18 of Audited Financial Statements: For patient accounts receivable after adoption of ASU 2014-09 on October 1, 2018, the estimated uncollectible amounts are generally considered implicit price concessions that are a direct reduction to patient accounts receivable rather than allowance for doubtful accounts.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	THE MEDICARE COSTS ARE OBTAINED FROM THE COST REPORT FOR INPATIENT PSYCHIATRIC CAPITAL AND OUTPATIENT SERVICES. IN ADDITION, FEE BASED SERVICES, SUCH AS LABS, PT, OT, ETC, ARE DETERMINED THROUGH PS&R CHARGES TIMES OUTPATIENT COST TO CHARGE RATIO.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	A. Exemption From Self-Pay Billing and Collection Action- UMMHC will not initiate Self-Pay billing and collection activity in the following instances: 1. Upon sufficient proof that a patient is a recipient of Emergency Aid to the Elderly, Disabled and Children (EAEDC), or enrolled in MassHealth, Health Safety Net, the Children's Medical Security Plan whose family income is equal or less than 300% of the FPL or Low Income Patient designation with the exception of Dental-Only Low Income patients as determined by the office of Medicaid with the exception of co-pays and deductibles required under the Program of Assistance. 2. The hospital has placed the account in legal or administrative hold status and/or specific payment arrangements have been made with the patient or guarantor. 3. Medical Hardship bills that exceed the medical hardship contribution. 4. Medical Hardship contributions that remains outstanding during a patient's MassHealth or Low Income Patient eligibility period. 5. Unless UMMHC has checked the EVS system to determine if the patient has filed an application for MassHealth. 6. For Partial Health Safety Net eligible patients, with the exception of any deductibles required. 7. UMMHC may bill for Health Safety Net eligible and Medical Hardship patients for non-medically necessary services provided at the request of the patient and for which the patient has agreed by written consent. 8. UMMHC may bill a Low Income Patient at their request in order to allow the patient to meet the required CommonHealth One-Time Deductible
Schedule H, Part V, Section B, Line 16a FAP website	- UMASS MEMORIAL MEDICAL CENTER, INC: Line 16a URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16a URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16a URL: See Part VI;
Schedule H, Part V, Section B, Line 16b FAP Application website	- UMASS MEMORIAL MEDICAL CENTER, INC: Line 16b URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16b URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16b URL: See Part VI;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- UMASS MEMORIAL MEDICAL CENTER, INC: Line 16c URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16c URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16c URL: See Part VI;
Schedule H, Part VI, Line 2 Needs assessment	UMass Memorial Medical Center: In addition to conducting the Community Health Needs Assessment (CHNA), UMass Memorial Medical Center assesses the health care needs of the community it serves by working closely with the Worcester Division of Public Health on an on-going basis. Community Benefits staff hold leadership roles and/or participate in multiple coalitions and efforts focused on addressing priority areas identified in the CHNA and aligned with strategies of the Community Health Improvement Plan (CHIP). In 2018, the Vice President of Community Relations and the Community Health Manager continued to serve as members of the Steering Committee of the Coalition for a Healthy Greater Worcester, a healthy communities coalition that coordinates and provides accountability for CHIP Priority Area Working Groups, participates in the CHIP Access to Care group and a subcommittee for oversight of UMass Memorial Medical Center Determination of Needs (DoN) funds distribution. The hospital also works closely with the Worcester Division of Public Health, Worcester Public Schools and two community health centers (Family Health Center of Worcester and the Edward M. Kennedy Community Health Center) on an ongoing basis through its Ronald McDonald Care Mobile program and the Worcester Pediatric Asthma Task Force/Intervention. UMass Memorial Medical Center completed its CHNA by assembling a diverse group of community stakeholders that include, but are not limited to, members of health and human service organizations, philanthropy, communities of color, neighborhood residents and the Worcester Division of Public Health as part of the group that assisted and guided the assessment process. The hospital's Community Benefits Strategic Implementation Plan is aligned with the CHIP. The other needs that are not included in the CHNA/CHIP are not being addressed because they are not a part of the nine, identified priority CHIP Domain areas and due to limited funding. The following strategies were conducted to complete the assessment: * Conducted key informant interviews and focus groups with community-based organizations and residents * Conducted outreach efforts to medically-underserved populations and convene meetings with neighborhood/community groups * Reviewed primary and secondary data * Conducted online community survey * Organized community forums to share findings and release of final report * Organized task forces for further action to identify priority areas The following sources inform and enhance our efforts to identify priorities and unmet needs: * U.S. Census 2010 * U.S. Census American Fact Finder * Massachusetts Department of Education Reports including local enrollment and language data * Massachusetts Department of Employment and Training * Hospital utilization data * Massachusetts Department of Public Health * Data from various City of Worcester departments including, but not limited to, the local Division of Public Health, Neighborhood Services and Police. * Information collected from health care providers, community groups/underserved populations and individuals and organizations who have expertise on community health issues. Te health needs identified in the CHNA are a prioritized description of the significant health needs of the community. The community engagement process for the CHNA culminated with a meeting of service providers, stakeholders and residents held at the Worcesetr Public Library, where CHnA key findings were presented and a prioritization process took place. This event was attended by approximately 75 people. UMass Memorial HealthAlliance-Clinton Hospital Inc. : In addition to the CHNA, UMass Memorial HealthAlliance-Clinton Hospital Management Team plays an active role in the Community Benefit Program by sharing information regarding needed programs, services and support. Members of the Community Benefits Team and the Management Team also participate in various community agency boards, coalitions, committees, community events, and health fairs. These groups and events play a significant role in defining needs, generating program ideas and creating services, programs, and support groups. Community Benefits activities and goals are also shared with the Board of Trustees for their feedback. UMass Memorial HealthAlliance-Clinton Hospital works closely with the CHNA9 which is comprised of representatives from a diverse group of agencies, providers, schools, community organizations and community members. The hospital also works with CHNA9 members: A.E.D. Foundation, Inc. Arc of Opportunity Central Mass Agency on Aging, Clinton Adult Learning Center, Community Health Connections, Community Health link, Fitchburg Board of Health, Fitchburg Department of Community Development, Fitchburg Police Department, Fitchburg Public Schools, Fitchburg State University, GAAMHA Inc., Gardner Community Action Team, Gardner Public Schools, Gardner Visiting Nurses Association, Growing Places Inc., Health Care for All Health Disparities Collaborative, Health Foundation of Central Mass, Heywood Healthcare, Joint Coalition on Health, Leominster Public Schools, LUK, Inc., MA Department of Corrections, MA Department of Public Health, Massachusetts Public Health Association, Montachusett Community Branch YMCA, Montachusett Home Care, Montachusett Opportunity Council, Montachusett Veterans Outreach Center Inc., Montachusett Public Health Network, Mount Wachusett Community College, NAMI of North Central Mass, Nashoba Regional School District, Nashoba Valley Medical Center, North Central Mass Coalition for Healthy Relationships, North Central Mass Minority Coalition, North Central WIC, The SHINE Initiative, South Bay Mental Health, Spanish American Center, Suicide Prevention Task Force, Sunrise Senior Living, Three Pyramids Training Resources of America, Transportation for Massachusetts, UMass Medical School Center for Tobacco Treatment, United Neighbors of Fitchburg, United Way of Tri-County/Wheat Community Connections, Winchendon Board of Health, Winchendon Public Schools, Worcester County Food Bank/Feeding America, You Inc., and YWCA of North Central Marlborough: The CHNA is comprised of qualitative and quantitative data collected through a community engagement process. In addition, the Community Benefits Advisory Council, comprised of members of different agencies and businesses in the area, helps to identify programs in support of the community priorities. and assesses the health care needs of the community it serves by working closely with community partners. CBAC members include representatives from the Hudson and Marlborough Public Schools and the Boards of Health, agencies that focus on addiction and recovery services, the Council on Aging, the Marlborough Community Development Corporation, Wellness Council members and residents of the community. The CBAC helps to identify programs in support of the community priorities, provides feedback on an on-going basis and focuses on addressing priority areas identified in the CHNA and aligned with strategies of the Community Health Improvement Plan.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	UMass Memorial Medical Center: UMass Memorial Medical Center employs 24 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary. UMass Memorial HealthAlliance-Clinton Hospital Inc. UMass Memorial HealthAlliance Clinton Hospital Inc. employs 3 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary. Marlborough Hospital: Marlborough Hospital employs 3 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary.
Schedule H, Part VI, Line 4 Community information	UMass Memorial Medical Center: Geographical Reach: The 2018 Community Health Assessment (CHNA) and Greater Worcester Community Health Improvement Plan (CHIP) focuses on the City of Worcester and the outlying communities of Shrewsbury, Millbury, West Boylston, Leicester, Grafton and Holden, a sub-section of its primary service area. This specific geographic area is the focus for the City of Worcester Division of Public Health regionalization initiative, and overlaps with the service area of many other local organizations. Focusing UMass Memorial's CHNA on this geographic area facilitates the alignment of the hospital's efforts with community and governmental partners, specifically the city health department, the area Federally Qualified Health Centers, and community-based organizations. This focus also facilitates collaboration with the CHIP Advisory Committee (The Coalition for a Healthy Greater Worcester) that implements key strategies of the CHIP so that future initiatives can be developed in a more coordinated approach. Regional Description: The City of Worcester is very ethnically-diverse. The number of Hispanics living in the city has grown by 35% over the past 10 years. Refugees from Iraq currently account for the greatest percentage of new immigrants (51%) followed by refugees from Bhutan, Burma, Liberia and other African nations. Health Resources and Services Administration (HRSA) has designated the City of Worcester a health professional shortage area (HPSA) in primary care, mental health and dental services due to its low income population. The City of Worcester has several neighborhoods with a shortage of health providers and HRSA has determined that many census tracts in the city are medically-underserved areas (MUAs). Economic Characteristics: The U.S. Census American Fact Finder population estimates for 2013-2017 indicated that the median household income for the City of Worcester was $45,869 and for Worcester County region was $69,313. According to the Worcester Regional Research Bureau, of the city's total 184,743 residents, 22% are living below the poverty level. The number of children under the age of 18 living below the poverty level rose to 30% in 2010 from 25% in 2005-2009. These factors have resulted in a strong need for food assistance services. For example, according to the Massachusetts Department of Education, 64% of students in the Worcester Public School system receive free school lunch. Demographics: Worcester is a Federal Resettlement Site, as a result, the City of Worcester's foreign born population is significantly higher than Worcester County as a whole, accounting for the majority of this population in the region. According to U.S. Census 2010 figures, the Hispanic population and other non-Hispanic, non-White ethnic groups in the city have notably increased while the white, non-Hispanic population has decreased. Reflecting this diversity, ninety percent of all medical interpretations provided by UMMHC are conducted in: Spanish, Portuguese, Vietnamese, Arabic, Albanian and American Sign Language. The remaining ten percent are conducted in other "non-primary" languages, the pool of which consists of 81 different languages. The senior population in the region also continues to grow as baby boomers reach the age of 65. According to the U.S. Census, residents between the ages of 20-64 account for the majority of the population in Worcester County at 61%. UMass Memorial HealthAlliance-Clinton Hospital Inc. UMass Memorial HealthAlliance-Clinton Hospital's primary service area includes the quasi-urban municipalities of Clinton, Fitchburg, and Leominster, and the more rural towns of Ashburnham, Ashby, Gardner, Lunenburg, Townsend, Sterling, and Westminster. The Hospital's secondary service area includes an additional twelve towns: Ayer, Bolton, Groton, Harvard, Hubbardston, Lancaster, Pepperell, Princeton, Shirley, Sterling, Templeton and Winchendon. While great efforts are made to improve the health status, provide diagnostic screening, and address access barriers of all residents within these communities, special attention is given to address the needs of diverse and/or low income, vulnerable segments of the population. The challenges that these cohorts face with respect to social determinants of health and access to care are often intense and are at the root of the challenges and poorer health outcomes faced in these communities. More specifically, the hospital's 2018 CHNA identified low-income populations, African Americans and other racial/ethnic minority populations, recent immigrants, non-English speakers, and older adults as priority populations that deserve special attention. According to the US Census Bureau: * In Fitchburg (6%), a significantly greater percentage of residents speak Spanish at home and English "less than very well" compared to the Commonwealth overall (4%) * Compared to the Commonwealth (11%), the percentage of Hispanic/Latino residents is significantly high in Fitchburg (24%), Clinton (14%), and Leominster (15%). * The percentage of residents identifying as "some other race" besides White, Black or African American, Asian, American Indian/Alaska Native, or Native Hawaiian/Pacific Islander is significantly high in Fitchburg (8%) and Leominster (7%) compared to the Commonwealth overall (4%). Employment, income, and poverty is another area where there was significant variation within the service area. According to the US Census Bureau: * Compared to the Commonwealth overall ($68,563), the median household income was significantly lower in Clinton, Fitchburg, Gardner, and Leominster, yet significantly higher in all other municipalities in the service area. * The percentage of residents that live below the federal poverty line is significantly high in Fitchburg (19%) and Gardner (19%) compared to the Commonwealth (12%). * Compared to the Commonwealth (24%), a significantly high percentage of residents live below 200% of the federal poverty line in Gardner (38%) and Leominster (28%). The percentage of families, individuals under 18, individuals over the age of 65, and female-headed households living in poverty was significantly high in Fitchburg compared to the Commonwealth overall. Marlborough Hospital: The City of Marlborough, with a population of 39,825 (July 2018) grew 3.4% from 2010. Marlborough's population is predominately White (80%) followed by Hispanic or Latino (10%), other race is 7%, Asian 5%, Black or African American 2% and 3% identify themselves as 2 or more races. Hudson has a population of 14,603 with 90% who identify themselves as White, 4% Hispanic or Latino, 2% other, 2% Asian, 1% Black or African American and 2% indicate two or more races. Quantitative data from U.S Department of Commerce, Bureau of the Census, American Community Survey 5 year estimates, 2010-2014 illustrates that just over threefourths of the Massachusetts population is White (76.9%) which was largely consistent with Marlborough (80%). Both at the state level and in Marlborough, the Hispanic population was the next largest racial/ethnic group. Hudson's population followed a similar pattern, the proportion of its population that identified as white was even larger (90%) followed by Hispanic and Latino. English, Portuguese and Spanish are the predominant language for the communities the hospital serves
Schedule H, Part VI, Line 5 Promotion of community health	The majority of the governing bodies of all our boards overseeing our hospital facilities -community hospitals, inc., and the member hospitals are comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization nor family members thereof. All hospital facilities extend medical staff privileges to all qualified physicians in its respective community for some (or all) of its departments or specialties and are also eligible to become part of the faculty of the University of Mass Medical School. UMass Memorial Medical Center: UMass Memorial has a designated Community Benefits department housed within Community Relations that is wholly dedicated to promoting the Community Benefit agenda with a special focus on Community Health Improvement. Our Community Benefits staff works very closely with multiple community organizations forging partnerships. The hospital has a strong and longstanding partnership with the Worcester Division of Public Health which has resulted in significant opportunities that have leveraged funding and implementation of preventive community-clinical linkages. In addition, we work closely with the two Federally Qualified Community Health Centers and leverage internal resources within the system to increase program capacity whenever possible. The Community Relations/Community Benefits Department works closely with Pedi-Primary Care, Family and Community Medicine and Pedi-Pulmonology. We also provide medical and dental services to the underserved at 11 neighborhood sites and 20 schools through the UMass Memorial Care Mobile. Most recently, we have adopted an Anchor Mission as a strategy to specifically address social determinants of health. UMass Memorial HealthAlliance-Clinton Hospital Inc.: The hospital has a Community Benefit program that is responsible for promoting the Community Benefit Implementation Strategy focusing on Community Health Improvement. Hospital staff, leaders, and medical providers work very closely with multiple community organizations forging partnerships. In addition, we leverage internal resources within the system to increase program capacity whenever possible. We continue to support health education and screenings related to chronic diseases and prevalent health conditions in the community including mental/behavioral health, lung cancer/smoking cessation, chronic occlusive pulmonary disease (COPD), heart health, depression and nutrition/diabetes. We particularly focus on diverse populations and and social determinants of health. UMass Memorial HealthAlliance-Clinton Hospital continued working with the Community Health Network of North Central Mass (CHNA9) and other partners in implementing the North Central Mass Community Health Improvement Plan (CHIP). Most CHIP working groups meet monthly and took significant steps toward reviewing baseline information and creating more partnerships that will enable sharing of resources throughout the CHIP implementation and beyond. Marlborough Hospital: Marlborough Hospital participates in area events and provides facilities for support groups. In addition, whenever possible we leverage internal resources to build capacity in our programming and we have staff that supports Community Benefits activities.
Schedule H, Part VI, Line 6 Affiliated health care system	UMass Memorial Health Care is the largest not-for-profit health care system in Central Mass and the largest provider of care for the uninsured outside of Boston; and the only Safety Net provider in Central New England. Our health care system is comprised of UMass Memorial Medical Center as well as the Community Hospitals Health Alliance Clinton and Marlboro Hospitals. We have a reporting parent board and a medical group and affiliate with Community Healthlink which is the largest provider of mental health for vulnerable populations. Each hospital in our system, has a dedicated Community Benefits staff and department that works closely with their respective communities in conducting a the Community Health Needs Assessment, a Community Health Improvement Plan and a Community Benefits Implementation Strategy. In addition, we also share best practices and knowledge and adopt when appropriate. We have been one of the few hospital systems in the country that has adopted an "anchor mission" for our organization. This involves leveraging all of the assets of our organization in order to address pervasive inequality and social disadvantage in our community. We do so by strategically focusing our investment practices, hiring practices and purchasing practices in a manner that addresses the social determinants of health in the community. For example, we have pledged to devote 1% of our investment portfolio ($4 Million) and invest it into the community. We have already deployed almost half of that $4 Million by making four specific investments in the areas of housing and the arts in vulnerable areas of our community.
Schedule H, Part VI, Line 7 State filing of community benefit report	MA

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (7 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
Family Health Center of Worcester Inc
28 Queen Street	Worcester	MA	01610	042485308	501 (c)(3)	$1,000,000	$0	N/A	N/A	1. Support for Health Center's mission. The standard set forth is a reasonable expectation that the Grants will contribute meaningfully to each of the Health Center's ability to maintain or increase the availability, or enhance the quality, of services provided to a medically underserved population serviced by the Health Centers. Each Health Center has documented the basis for said reasonable expectation.
Edward M Kennedy Comm Health Ctr Inc
650 Lincoln Street	Worcester	MA	01605	042513817	501 (c)(3)	$1,000,000	$0	N/A	N/A	2. Support for Health Center's mission. The standard set forth is a reasonable expectation that the Grants will contribute meaningfully to each of the Health Center's ability to maintain or increase the availability, or enhance the quality, of services provided to a medically underserved population serviced by the Health Centers. Each Health Center has documented the basis for said reasonable expectation.
University of MA Medical School
55 Lake Ave N	Worcester	MA	01655	043167352		$7,239,390	$0	N/A	N/A	3. Primary purpose of the academic investment funds is to support the University of Massachusetts Medical School programs. - $7,100,000 2. The primary objective of the present study is to evaluate the safety and efficacy of physician-modification of FDA-approved off-the-shelf endovascular grafts in the treatment of patients with complex Aortic Aneurysm Repair. - $89,390 3.Support for Diabetes Research - Identify new genes that confer susceptibility to type 1 dabetes (T1D). Expand ongoing research in a new set of carefully curated DNA samples. - $50,000
Physician Health Services Inc
860 Winter Street	Waltham	MA	02451	223234975	501 (c)(3)	$15,000	$0	N/A	N/A	4. Support for Caring for Physicians Health Campaign. Physician Health, Inc. is to provide confidential consultation and support to physicians, residents, and medical students- Malpractive captive's portion of the aggregate contribution.
American Heart Association
PO Box 4002012	Des Moines	IA	503402012	135613797	501 (c)(3)	$15,000	$0	N/A	N/A	5. Support for American Heart Association
Boys & Girls Club of Brockton
233 Warren Avenue	Brockton	MA	02301	222963214	501 (c)(3)	$7,500	$0	N/A	N/A	6. Sponsorship 2019 BGCB Shields Golf Tournament to support BGCB of Brockton
MetroWest Health Foundation
161 Worcester Road	Framingham	MA	01701	042121342	501 (c)(3)	$5,625	$0	N/A	N/A	7. Support for Community Health Needs Assessment

Field	Value	IRS element (for citing)
Total501c3 Org	6	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

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	We monitor the use of grant funds for compliance after they are awarded, by, but not limited to, the following methods: Family Health Center of Worcester, Inc. At reasonable intervals, re-evaluation of the Grants will occur to ensure that the arrangements and compliance are expected to continue to satisfy the standard set forth. The Health Centers will document the re-evaluation contemporaneously. Edward M. Kennedy Community Health Center Inc. At reasonable intervals, re-evaluation of the Grants will occur to ensure that the arrangements and compliance are expected to continue to satisfy the standard set forth. The Health Centers will document the re-evaluation contemporaneously. University of Massachusetts Medical School As part of the agreement, the use of the AIF is controlled and monitored jointly by the University and the System. Evaluate safety & efficiency of physicians-modifications regarding Complex Aortic Aneurysm Repair with quarterly progress and financial reports received to ensure compliance. Identifying new genes that confer susceptibility to type 1 diabetes with quarterly progress and financial reports received to ensure compliance. Physician Health Services, Inc. As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. American Heart Association As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. Boys & Girls Club of Brockton As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. Metro West Health Foundation As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance.	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 (59 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
JOHN BRONHARD
Treasurer until FY2019, UMM HealthAlliance-Clinton Hospital, Inc. Officer/Dir Various	$307,738	$0	$15,390	$0	$638	$0	$8,250	$0	$31,804	$0	$363,820	$0	$0	$0
DOUGLAS S BROWN
Secretary, UMM Medical Center, Inc., Director Various	$0	$584,918	$0	$223,902	$0	$87,522	$0	$148,352	$0	$27,239	$0	$1,071,933	$0	$69,555
ERIC W DICKSON MD
President & CEO, Director, UMM Health Care, Inc., Director various	$0	$1,261,929	$0	$736,399	$0	$89,212	$0	$313,114	$0	$29,688	$0	$2,430,342	$0	$84,154
JOHN GREENWOOD
PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$296,238	$0	$57,377	$0	$28,526	$0	$90,083	$0	$27,348	$0	$499,572	$0	$28,526	$0
MICHAEL GUSTAFSON MD
PRESIDENT, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	$212,939	$0	$0	$0	$0	$0	$24,069	$0	$16,872	$0	$253,880	$0	$0	$0
CHERYL LAPRIORE
President/Director, UMM Health Ventures, Inc., Director various	$0	$322,909	$0	$62,256	$0	$35,866	$0	$91,300	$0	$26,885	$0	$539,216	$0	$35,866
SERGIO MELGAR
EVP/CFO/Treasurer, UMM MEDICAL CENTER, Inc., Officer/Dir various	$0	$733,668	$0	$278,803	$0	$86,162	$0	$187,479	$0	$41,590	$0	$1,327,702	$0	$67,662
STEVEN ROACH
President, Marlborough Hospital, Director various	$354,727	$0	$76,108	$0	$44,933	$0	$67,964	$0	$27,823	$0	$571,555	$0	$44,933	$0
DANA SWENSON
PRESIDENT, DIRECTOR, UMM REALTY, INC.	$0	$250,069	$0	$48,341	$0	$0	$0	$70,792	$0	$25,268	$0	$394,470	$0	$0
STEPHEN E TOSI MD
President, UMM Med Group, Inc., Director, UMM ACO, INC.	$633,862	$0	$247,267	$0	$81,733	$0	$71,286	$0	$33,886	$0	$1,068,034	$0	$63,766	$0
DEBORAH WEYMOUTH
PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL UNTIL FY2019, DIRECTOR VARIOUS	$397,849	$0	$72,441	$0	$17,524	$0	$105,575	$0	$34,437	$0	$627,826	$0	$0	$0
HOWARD ALFRED MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$195,290	$0	$0	$0	$0	$0	$6,153	$0	$30,075	$0	$231,518	$0	$0	$0
ROBERT BABINEAU JR MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	$286,838	$0	$20,000	$0	$0	$0	$13,750	$0	$20,308	$0	$340,896	$0	$0	$0
RICARDO BELLO MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$495,087	$0	$49,564	$0	$0	$0	$13,750	$0	$31,912	$0	$590,313	$0	$0	$0
ALAN P BROWN MD
Director, UMM Behavioral Health System, Inc. & CHL	$185,916	$0	$22,700	$0	$0	$0	$10,816	$0	$27,833	$0	$247,265	$0	$0	$0
CHARLES CAVAGNARO MD
DIRECTOR, MARLBOROUGH HOSPITAL & CPC, INC.	$349,210	$0	$34,667	$0	$1,261	$0	$3,699	$0	$4,226	$0	$393,063	$0	$0	$0
WILLIAM CORBETT MD
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	$380,675	$0	$89,609	$0	$51,111	$0	$104,779	$0	$24,332	$0	$650,506	$0	$51,111	$0
THERESE DAY
DIRECTOR, UMM HEALTH VENTURES, INC.	$320,471	$0	$61,835	$0	$42,400	$0	$90,377	$0	$27,069	$0	$542,152	$0	$42,400	$0
KIMBERLY EISENSTOCK MD
DIRECTOR, MARLBOROUGH HOSPITAL	$222,496	$0	$50,479	$0	$0	$0	$13,667	$0	$27,846	$0	$314,488	$0	$0	$0
ROBERT KEVIN FERGUSON MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$226,066	$0	$12,466	$0	$0	$0	$13,386	$0	$29,965	$0	$281,883	$0	$0	$0
ROBERT W FINBERG MD
DIRECTOR, UMM MEDICAL CENTER, INC.	$293,494	$0	$66,142	$0	$65,547	$0	$40,500	$0	$34,720	$0	$500,403	$0	$65,547	$0
DAVID HARLAN MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$150,602	$0	$20,000	$0	$0	$0	$9,066	$0	$31,443	$0	$211,111	$0	$0	$0
CHANDRIKA JAIN MD
DIRECTOR, MARLBOROUGH HOSPITAL	$174,369	$0	$16,202	$0	$0	$0	$31,067	$0	$5,577	$0	$227,215	$0	$0	$0
MARK JOHNSON MD
DIRECTOR, UMM MEDICAL CENTER, INC.	$619,173	$0	$44,282	$0	$0	$0	$13,750	$0	$31,576	$0	$708,781	$0	$0	$0
KATHRYN KENNEDY MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$229,813	$0	$71,484	$0	$0	$0	$13,750	$0	$31,112	$0	$346,159	$0	$0	$0
CHRISTOPHER KENNEDY MD
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	$104,991	$0	$58,605	$0	$18,423	$0	$9,342	$0	$26,681	$0	$218,042	$0	$0	$0
DANIEL LASSER MD
DIRECTOR, UMM MEDICAL GROUP, INC. & ACO, INC.	$215,317	$0	$56,852	$0	$0	$0	$39,249	$0	$31,190	$0	$342,608	$0	$0	$0
SHIPEN LI MD
DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. & CNEHA, INC.	$273,646	$0	$10,970	$0	$0	$0	$14,833	$0	$30,400	$0	$329,849	$0	$0	$0
JEFFREY N METZMAKER MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$283,827	$0	$86,690	$0	$18,500	$0	$13,750	$0	$31,103	$0	$433,870	$0	$0	$0
DOMINIC NOMPLEGGI MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$232,928	$0	$35,599	$0	$0	$0	$13,750	$0	$33,489	$0	$315,766	$0	$0	$0
DANIEL J O'LEARY MD
DIRECTOR UNTIL FY2019, COORDINATED PRIMARY CARE, INC.	$131,379	$0	$0	$0	$137,532	$0	$3,133	$0	$2,094	$0	$274,138	$0	$0	$0
SHLOMIT SCHAAL MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$477,371	$0	$27,830	$0	$0	$0	$13,750	$0	$30,536	$0	$549,487	$0	$0	$0
CELESTE STRAIGHT MD
DIRECTOR, UMM MEDICAL GROUP, INC.	$244,393	$0	$5,571	$0	$0	$0	$12,665	$0	$6,703	$0	$269,332	$0	$0	$0
DEBRA TWEHOUS MD
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$223,421	$0	$25,000	$0	$0	$0	$12,679	$0	$10,734	$0	$271,834	$0	$0	$0
KATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC.	$0	$366,245	$0	$70,313	$0	$36,020	$0	$82,160	$0	$26,563	$0	$581,301	$0	$36,020
NICOLE GAGNE
PRESIDENT, COMMUNTY HLTHLINK	$230,781	$0	$44,588	$0	$0	$0	$30,995	$0	$26,813	$0	$333,177	$0	$0	$0
JOHN GLASSBURN
Secretary, UMM Community Hospitals, Inc., Officer Various	$0	$180,449	$0	$9,435	$0	$0	$0	$17,953	$0	$26,991	$0	$234,828	$0	$0
STEVEN MCCUE
TREASURER UNTIL FY2019, MARLBOROUGH HOSPITAL	$221,192	$0	$32,098	$0	$0	$0	$21,324	$0	$462	$0	$275,076	$0	$0	$0
WILLIAM H O'BRIEN
SECRETARY, UMM BEHAVIORAL HEALTH SYSTEM, INC.	$123,811	$0	$6,758	$0	$0	$0	$18,865	$0	$29,846	$0	$179,280	$0	$0	$0
JEANNE SHIRSHAC
TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	$0	$226,089	$0	$35,250	$0	$16,671	$0	$50,061	$0	$25,691	$0	$353,762	$0	$16,671
FRANCIS W SMITH
Secretary, UMM Medical Group, Inc., Officer various	$0	$204,614	$0	$14,752	$0	$0	$0	$23,545	$0	$24,748	$0	$267,659	$0	$0
MICHELE STREETER
TREASURER, UMM MEDICAL GROUP, INC.	$410,217	$0	$156,641	$0	$31,527	$0	$95,913	$0	$30,343	$0	$724,641	$0	$31,527	$0
JAMES P CYR
SVP, SURGICAL & PROCEDURAL SVCS	$253,177	$0	$49,854	$0	$26,082	$0	$70,709	$0	$30,391	$0	$430,213	$0	$26,082	$0
ROBERT FELDMANN
SVP, FINANCE/CORPORATE CONTROLLER	$0	$271,422	$0	$56,300	$0	$110,236	$0	$78,468	$0	$27,917	$0	$544,343	$0	$91,736
BARBARA FISHER
SVP, UNTIL FY2019, OPERATIONS (UMMMC)	$245,924	$0	$51,667	$0	$108,537	$0	$78,228	$0	$28,676	$0	$513,032	$0	$90,037	$0
ANDREW KARSON MD
SVP, CMO-UMMMC	$295,059	$0	$64,688	$0	$0	$0	$29,616	$0	$27,531	$0	$416,894	$0	$0	$0
BART METZGER
SVP, CHIEF HR OFFICER	$0	$379,984	$0	$74,588	$0	$118,202	$0	$58,275	$0	$30,203	$0	$661,252	$0	$112,202
JOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE	$0	$240,114	$0	$46,855	$0	$0	$0	$63,992	$0	$33,740	$0	$384,701	$0	$0
JOHN R SALZBERG
SVP, SYSTEM REV CYCLE OPS & CRO	$0	$251,911	$0	$38,307	$0	$15,475	$0	$70,356	$0	$40,053	$0	$416,102	$0	$15,475
ALICE A SHAKMAN
SVP, CLINICAL SVCS	$267,707	$0	$51,000	$0	$38,672	$0	$70,882	$0	$17,324	$0	$445,585	$0	$38,672	$0
TIMOTHY A TARNOWSKI
SVP, CHIEF INFO OFFICER & CTO	$0	$458,366	$0	$98,200	$0	$64,996	$0	$106,268	$0	$42,202	$0	$770,032	$0	$46,496
DAVID C AYERS MD
PHYSICIAN, CHAIR OF ORTHOPEDICS DEPT - MED GROUP	$643,464	$0	$39,341	$0	$0	$0	$13,750	$0	$31,670	$0	$728,225	$0	$0	$0
DEMETRIUS LITWIN MD
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	$610,804	$0	$175,347	$0	$0	$0	$13,750	$0	$34,696	$0	$834,597	$0	$0	$0
GERALD T MCGILLICUDDY MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	$853,303	$0	$27,378	$0	$18,500	$0	$13,750	$0	$31,681	$0	$944,612	$0	$0	$0
ARNO S SUNGARIAN MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	$999,578	$0	$182,328	$0	$0	$0	$13,750	$0	$30,998	$0	$1,226,654	$0	$0	$0
JENNIFER D WALKER MD
PHYSICIAN, DIVISION CHIEF OF CARDIAC SURGERY - MED GROUP	$530,009	$0	$287,500	$0	$0	$0	$13,750	$0	$32,096	$0	$863,355	$0	$0	$0
LISA COLOMBO
FORMER KEY EE, SVP, Patient Care Svcs & CNO until 9/30/18	$267,083	$0	$66,936	$0	$15,179	$0	$60,419	$0	$21,226	$0	$430,843	$0	$15,179	$0
JEFFREY A SMITH MD
FORMER KEY EE, EXEC. VP, COO UNTIL 7/2018	$330,045	$0	$82,419	$0	$516,646	$0	$45,215	$0	$24,433	$0	$998,758	$0	$277,354	$0
PATRICK L MULDOON
FORMER OFFICER, PRESIDENT, MEDICAL CENTER, UNTIL 1/2018	$89,897	$0	$0	$0	$110,496	$0	$107,981	$0	$12,633	$0	$321,007	$0	$73,447	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part II	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: O'Leary, Daniel, MD $129,134 Smith, Jeffery A., MD $239,292
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 $36,020 Brown, Douglas S. $69,555 Corbett, William, MD $51,111 Day, Therese $42,400 Dickson, Eric W., MD $84,154 Finberg, Robert W., MD $65,547 Greenwood, John $28,526 Lapriore, Cheryl M. $35,866 Melgar, Sergio $67,662 Roach, Steven $44,933 Shirshac, Jeanne $16,671 Streeter, Michele $31,527 Tosi, Stephen E., MD $63,766 Subtotal Off, Dir, Trustees $637,738 Key Employees: Cyr, James P. $26,082 Feldmann, Robert $91,736 Fisher, Barbara $90,037 Metzger, Bart $112,202 Salzberg, John R. $15,475 Shakman, Alice $38,672 Tarnowski, Timothy $46,496 Subtotal Key Employees $420,700 Former: Colombo, Lisa $15,179 Muldoon, Patrick $73,447 Smith, Jeffrey A., MD $277,354 Subtotal Former $365,980 Total $1,424,418 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): Officers, Directors, Trustees: Gagne, Nicole Gustafson, MD, Michael LEARY, JAMES Swenson, Dana E. Weymouth, Deborah Key Employees: KARSON, ANDREW Randolph, John T.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	043431814	000000000	2017-03-28	$25,725,000	Series F: to refund (reissue) bonds originally issued 5/22/2009 and reissued 5/21/2015	false	false	false
Massachusetts Health and Educational Facilities Authority
B	042456011	000000000	2009-11-24	$9,420,000	Series A (Marlborough): to current refund debt issued 8/14/2009	false	false	false
Massachusetts Health and Educational Facilities Authority
C	042456011	57586EVD0	2010-05-27	$61,833,656	Series G: to current refund bonds issued 11/18/1992 and 7/1/2005	false	false	false
Massachusetts Development Finance Agency
D	043431814	57583UHB7	2011-08-10	$92,293,778	Series H: to current refund bonds issued 12/2/1998, 12/9/1998, and 5/24/2001	Yes (true)	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$2,660,000	$0	$25,725,000	$0	$0	$0	$0	$0	$0	$0	$25,725,000	$0	Yes (true)	false	Yes (true)	Yes (true)
B	$2,274,000	$0	$9,420,000	$0	$0	$0	$78,458	$0	$0	$0	$9,341,542	$0	Yes (true)	false	Yes (true)	Yes (true)
C	$42,880,000	$0	$61,833,656	$0	$0	$0	$1,099,039	$0	$0	$0	$60,734,617	$0	Yes (true)	false	Yes (true)	Yes (true)
D	$36,380,000	$23,900,000	$92,293,778	$0	$0	$0	$1,235,315	$0	$0	$0	$91,058,463	$0	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	Yes (true)	false	false	Yes (true)	false	false	false	Yes (true)
B	false	false	Yes (true)	false	Yes (true)	false	false	false	Yes (true)
C	false	false	false	Yes (true)	false	false	false	false	Yes (true)
D	false	false	Yes (true)	false	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part II, Line 3 All	Differences between the issue price (Part I column (e)) and total proceeds (Part II line 3) are due to investment earnings.
Schedule K, Part IV, Line 2c bonds issued 5/27/2010	The calculation was performed on 10/14/2014.
Schedule K, Part IV, Line 6 bonds issued 12/27/2017	Such amounts were appropriately yield restricted.
Schedule K, Part II, Line 6 bonds issued 12/27/2017	Until the reporting for 9/30/2021 (and thereafter), the issue price (Part I column (e) will not agree to total expenditures (Part II, lines 6-12) due to the specific accounting used for the refunding escrow.
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Development Finance Agency N/A
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Health and Educational Facilities Authority N/A
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Health and Educational Facilities Authority N/A
Schedule K, Part IV, Line 2c COLUMN C	Issuer name: Massachusetts Health and Educational Facilities Authority The calculation for computing no rebate due was performed on 10/14/2014
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Development Finance Agency N/A
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Development Finance Agency N/A
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Development Finance Agency N/A
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Development Finance Agency N/A
Schedule K, Part V Different Procedures to Undertake Corrective Action	Issuer name: Massachusetts Development Finance Agency N/A

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	043431814	57584XKB6	2016-02-02	$194,086,349	Series I: to current refund of bonds issued 12/9/1998 and 8/18/2005; supporting various acquisitions	false	false	false
Massachusetts Development Finance Agency
B	043431814	000000000	2016-12-07	$125,000,000	Series J/Master Lease: purchase and implement new electronic medical record and billing system	false	false	false
Massachusetts Development Finance Agency
C	043431814	57584XF63	2017-02-01	$56,751,941	Series K: to refund (reissue) bonds orig. issued 5/22/2009 & reissued 5/21/2015; reimburse equip	false	false	false
Massachusetts Development Finance Agency
D	043431814	57584YAH2	2017-12-27	$118,297,225	Series L: to advance refund bonds issued 8/10/2011; reimburse capital costs of equip & other costs	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr
A	$6,755,000	$0	$194,856,159	$0	$0	$0	$2,529,172	$0	$0	$61,969,810	$130,357,177	Yes (true)	false	false	Yes (true)
B	$20,815,930	$0	$125,085,627	$0	$0	$0	$341,000	$0	$0	$124,744,627	$0	false	false	Yes (true)	Yes (true)	$0	2017
C	$0	$0	$56,926,833	$0	$0	$0	$1,026,941	$0	$0	$30,174,892	$25,725,000	Yes (true)	false	Yes (true)	Yes (true)	$0	2018
D	$0	$0	$120,729,080	$0	$0	$25,552,485	$1,549,482	$0	$0	$61,992,714	$1,971,750	false	Yes (true)	false	Yes (true)	$30,439,142

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	Yes (true)	false	false	false	false	false	false	Yes (true)
B	false	Yes (true)	false	false	Yes (true)	false	false	false	Yes (true)
C	false	Yes (true)	false	false	false	false	false	false	Yes (true)
D	false	Yes (true)	false	false	false	false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (18 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
80 Erdman Way LLC
Entity more than 35% owned by John R. Clementi, Board Director	$110,037	Rental of Property - Expense	false
MA Lung and Allergy PC
Entity more than 35% owned by Kimberly Robinson, MD, Board Director	$211,027	3rd Party Payer Contract Payment	false
Robert A Babineau Jr MD PC
Entity more than 35% owned by Robert A. Babineau, Jr., MD, Board Director	$113,751	3rd Party Payer Contract Payment	false
Leominster Medical Associates
Entity more than 35% owned by Daniel O'Leary, MD, Board Director	$148,440	3rd Party Payer Contract Payment	false
Chair City Family Medicine PC
Entity more than 35% owned by Francis Sweeney, MD, Board Director	$155,410	3rd Party Payer Contract Payment	false
Darlene A Purcell
Family Member of Philip E. Purcell, Board Director	$170,357	Employment Arrangement w/ UMM Medical Center, Inc.	false
Ellen Carlucci
Family Member of Daniel Carlucci, M.D., Board Director	$162,889	Employment Arrangement w/ Marlborough Hospital	false
Elaine Granville RN
Family Member of Cheryl Lapriore, Officer / Board Director	$161,350	Employment Arrangement w/ UMM Medical Center, Inc.	false
Joyce Fingeroth MD
Family Member of Robert W. Finberg, M.D., Board Director	$21,582	Employment Arrangement w/ UMM Medical Group, Inc.	false
Brittany M Paulhus
Family Member of Robert J. Paulhus, Jr., Board Director	$76,271	Employment Arrangement w/ UMM Medical Center, Inc.	false
BRIAN GREENBERG NP
Family Member of Howard Alfred, MD, Board Director	$175,570	Employment Arrangement w/ UMM Medical Group, Inc.	false
DILIP JAIN MD
Family Member of Chandrika Jain, MD, Board Director	$204,226	Employment Arrangement w/ UMM Medical Group, Inc.	false
Substantial Contributor
Substantial Contributor	$16,187,471	Independent Contractor Arrangement, donation of $10,000	false
Substantial Contributor
Substantial Contributor	$4,926,191	Independent Contractor Arrangement, donation of $12,400	false
Substantial Contributor
Substantial Contributor	$3,317,875	Independent Contractor Arrangement, donation of $5,000	false
Substantial Contributor
Substantial Contributor	$623,417	Independent Contractor Arrangement, donation of $5,500	false
Substantial Contributor
Substantial Contributor	$525,982	Independent Contractor Arrangement, donation of $5,000	false
Substantial Contributor
Substantial Contributor	$160,138	Independent Contractor Arrangement, donation of $5,000	false

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1,189	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$8,533	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$5,063	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$10,943	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Assorted toys	24	$17,633	Market value
Yes (X)	Virtual Reality Goggle Headset	1	$6,000	Market value
Yes (X)	Misc. supplies	30	$5,350	Market value

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule M, Part I, Line 32a

UMass Memorial Health Care, Inc. affiliates utilize the services of UMass Memorial Foundation, Inc. to solicit donor contributions, on occasion, the organization receives gifts of publicly traded stock. All gifts of publicly traded stock are immediately sold upon receipt through an investment services firm.

Schedule M, Part I Explanations of reporting method for number of contributions

Books and publications - The organization is reporting the number of contributions. Clothing and household goods - The organization is reporting the number of contributions. Securities - Publicly traded - The organization is reporting the number of contributions. Drugs and medical supplies - The organization is reporting the number of contributions. Other - Assorted toys - The organization is reporting the number of contributions. Other - Virtual Reality Goggle Headset - The organization is reporting the number of contributions. Other - Misc. supplies - The organization is reporting the number of contributions.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 3 Number of voting members and Part VII	The number of voting members of the governing body does not agree to the number of individuals reported in Part VII because there are 13 entities included in the group exemption and each entity has their own board of directors with voting rights. These directors are included in Part VII once, even if they serve on multiple boards. Refer to Sch O for a complete list of board members by entity and individuals with various board titles.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 80,516,276 including grants of $ 7,500)(Revenue $ 62,906,573) OTHER UMASS MEMORIAL ENTITIES - UMASS MEMORIAL HAS A NUMBER OF SUBSIDIARY ENTITIES THAT FUNCTION PRIMARILY TO DELIVER HEALTH CARE TO PATIENTS OR TO SUPPORT THE DELIVERY OF HEALTH CARE TO PATIENTS OF UMASS MEMORIAL. THEY ACCOMPLISH THIS THROUGH THE DELIVERY OF HEALTH CARE SERVICES WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. THEY ALSO ACCOMPLISH THIS BY PROVIDING SUPPORT, OR PATIENT ADVOCACY SERVICES TO THE PATIENTS OF UMASS MEMORIAL, CENTRAL NEW ENGLAND, AND OTHER GEOGRAPHIES.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	Marlborough: Richer, Gerard (Board Member) and Michael Murphy (Board Member) - Business relationship, CNEHA & UMM HealthAlliance-Clinton: Robert Paulhus (Board Member) and Michael Ames (Board Member) - Business relationship, CNEHA & UMM HealthAlliance-Clinton: Nicholas Mercadante (Board Member) and HealthAlliance Home Health Hospice: Anthony J. Mercadante (Board Member) - Family relationship
Form 990, Part VI, Line 6 Classes of members or stockholders	THERE ARE NO CLASSES OF MEMBERS. THE VOTING RIGHTS OF EACH MEMBER'S BOARD ARE ABSOLUTE.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE MAJORITY OF ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (UMMHC - Parent OR CNEHA, INC.) THAT ELECTS THE BOARD OF TRUSTEES. THERE ARE NO CLASSES OF MEMBERS. THE MAJORITY OF THE ENTITIES RESERVE TO THE MEMBER THE POWER TO REMOVE TRUSTEES, TO FILL VACANCIES, AND TO INCREASE OR DECREASE THE SIZE OF THE BOARD.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	THE MAJORITY OF THE ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (UMMHC - Parent OR CNEHA, INC.) WITH THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ENTITY, WHICH IS EXERCISED BY THAT MEMBER'S BOARD OF TRUSTEES. THERE ARE NO CLASSES OF MEMBERS. GENERALLY, THE SOLE MEMBER OF EACH ENTITY RESERVES THE POWER TO APPROVE MAJOR TRANSACTIONS; TO MERGE, CONSOLIDATE OR LIQUIDATE THE CORPORATION'S ASSETS; TO ADOPT ANNUAL OPERATING AND CAPITAL BUDGETS AND AMENDMENTS; TO ENTER INTO LOAN AGREEMENTS AND/OR GUARANTEES; TO APPOINT AND/OR ELECT THE PRESIDENT AND/OR CEO; TO ELECT AND/OR APPOINT AND REMOVE TRUSTEES, FILL VACANCIES, TO INCREASE OR DECREASE THE SIZE OF THE BOARD; AND TO APPROVE UNBUDGETED EXPENDITURES.
Form 990, Part VI, Line 11b Review of form 990 by governing body	SECTIONS OF THE CORE FORM 990 RELATED TO EXECUTIVE COMPENSATION AND SCHEDULE J RELATED TO EXECUTIVE COMPENSATION IS 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 ORGANIZATION'S COMMUNITY BENEFITS COMMITTEE (THAT OVERSEES ALL BOARDS) REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE H. 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.
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 2019. All other key personnel were voted on and approved at the annual meeting in December 2018.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	Tier - Title - Review date: Tier A - PRESIDENT, CEO - March 2019 Tier B - PRESIDENT, MEDICAL CENTER - December 2018 Tier B - EXEC VP, CFO - December 2018 Tier B - CHIEF PHYSICIAN EXECUTIVE - December 2018 Tier B - PRESIDENT,UMMH & CAO/CLO,UMMHC - December 2018 Tier B - EXEC VP/COO UMMMG - December 2018 Tier C - SVP, CIO & CTO - December 2018 Tier C - SVP, CMO-UMMMC - December 2018 Tier C - PRESIDENT, MARLBORO HOSPITAL - December 2018 Tier C - SVP, CHIEF HR OFFICER - December 2018 Tier C - SVP, COMMUNITY PRACTICES - December 2018 Tier C - SVP, GENERAL COUNSEL-PGL - December 2018 Tier C - SVP, PATIENT CARE SVCS & CNO - December 2018 Tier C - SVP,CHF OF STAFF&CHF MKTG OFC - December 2018 Tier C - VP/CHIEF FINANCIAL OFFICER - December 2018 Tier C - SVP FINANCE/CORP CONTROLLER - December 2018 Tier C - SVP SYSTEM REV CYCLE OPS & CRO - December 2018 Tier C - SVP, POP HLTH & PRESIDENT, ACO - December 2018 Tier C - SVP, CLINICAL SVCS - December 2018 Tier C - SVP, CLINICAL SVCS - December 2018 Tier C - SVP, SURGICAL&PROCEDURAL SVCS - December 2018 Tier C - SVP,CHIEF FACILITIES OFFICER - December 2018 Tier C - VP, CHIEF CORPORATE COMPLIANCE - December 2018 Tier C - PRESIDENT, COMMUNTY HLTH LINK - December 2018
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 VIII, Line 2f Other Program Service Revenue	Affiliate Contract Income - Total Revenue: 792174, Related or Exempt Function Revenue: 792174, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11a Management fees	The amount reported on line 11a represents management fees paid by UMass Memorial Medical Center for the management of exempt-function pharmaceutical services for the Medical Center.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	TRANSFERS TO UNRESTRICTED - REVENUE - 2960435; TRANSFERS TO UNRESTRICTED - PPE - 1288972; PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST - -XXX-XX-XXXX; TRANSFERS (TO) FROM RELATED PARTIES - -43848812; TRANSFERS TO UNRESTRICTED - EXPENDITURES - -2521632; CHANGE IN BENEFICIAL INTEREST IN TRUSTS AND OTHER CHANGES IN RESTRICTED NET ASSETS - 915879; INTEREST RATE SWAP - -605685; CONTRIBUTION OF INTANGIBLE ASSET TO JOINT VENTURE - 1283266;
Form 990, Part XII, Line 2c Change of oversight process or selection process	THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM ON A CONSOLIDATED BASIS. THE ORGANIZATION HAS AN AUDIT COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTING FIRM.
Page 1 Line Hc 14 Members of Group exemption number 3642	UMASS MEMORIAL HEALTH CARE, INC. AND AFFILIATES EIN: 91-2155626 FYE: 9/30/2019 306 Belmont Street, Worcester, MA 01604 Marlborough Hospital 157 Union Street, Marlborough, MA 01752 EIN: 04-2104693 FYE: 9/30/2019 UMass Memorial Behavioral Health System, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3374724 FYE: 9/30/2019 UMass Memorial Community Hospitals, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3296271 FYE: 9/30/2019 UMass Memorial Health Ventures, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 22-2605679 FYE: 9/30/2019 UMass Memorial Medical Center, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3358564 FYE: 9/30/2019 UMass Memorial Medical Group, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-2911067 FYE: 9/30/2019 UMass Memorial Realty, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-2805630 FYE: 9/30/2019 Community HealthLink, Inc. 72 Jaques Avenue, Worcester, MA 01610 EIN: 04-2626179 FYE: 9/30/2019 Central New England HealthAlliance, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3172496 FYE: 9/30/2019 Coordinated Primary Care, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3210002 FYE: 9/30/2019 HealthAlliance Home Health and Hospice, Inc. 25 Tucker Road, Leominster, MA 01453 EIN: 04-2932308 FYE: 9/30/2019 UMass Memorial HealthAlliance-Clinton Hospital, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-2103555 FYE: 9/30/2019 UMass Memorial Accountable Care Organization, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 46-2871359 FYE: 9/30/2019
Part VII Section A Complete list of Group 990 Board Members by entity - Part 1 of 4	Entity & EIN: UMass Memorial Medical Center, Inc. #04-3358564 MICHAEL GUSTAFSON, MD PRESIDENT, UMM MEDICAL CENTER, INC SERGIO MELGAR TREASURER, UMM MEDICAL CENTER, INC. DOUGLAS S. BROWN SECRETARY, UMM MEDICAL CENTER, INC. KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC. RICHARD SIEGRIST CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC RAYMOND PAWLICKI VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. DAVID L. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. TERENCE FLOTTE, MD DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL COLLINS, MD DIRECTOR, UMM MEDICAL CENTER, INC. EDWARD D'ALELIO DIRECTOR, UMM MEDICAL CENTER, INC. PAULETTE SEYMOUR-ROUTE, PH.D. DIRECTOR, UMM MEDICAL CENTER, INC. ROBERT W. FINBERG, MD DIRECTOR, UMM MEDICAL CENTER, INC. PAUL KANGAS DIRECTOR, UMM MEDICAL CENTER, INC. RICHARD K. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. LYNDA M. YOUNG, MD DIRECTOR, UMM MEDICAL CENTER, INC. ERIC W. DICKSON, MD DIRECTOR, UMM MEDICAL CENTER, INC. PETER KNOX DIRECTOR, UMM MEDICAL CENTER, INC. ELVIRA GUARDIOLA DIRECTOR, UMM MEDICAL CENTER, INC. NANCY KANE DIRECTOR, UMM MEDICAL CENTER, INC. LESLIE BOVENZI DIRECTOR, UMM MEDICAL CENTER, INC. MARK JOHNSON, MD DIRECTOR, UMM MEDICAL CENTER, INC. EVAN BENJAMIN, MD DIRECTOR, UMM MEDICAL CENTER, INC. SUSAN MAILMAN DIRECTOR, UMM MEDICAL CENTER, INC. EDWARD J. PARRY, III DIRECTOR UNTIL FY2019, UMM MEDICAL CENTER, INC. O. NSIDINANYA OKIKE, MD DIRECTOR UNTIL FY2019, UMM MEDICAL CENTER, INC. Entity & EIN: UMass Memorial Health Ventures, Inc. #22-2605679 CHERYL LAPRIORE PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC. SERGIO MELGAR TREASURER, UMM HEALTH VENTURES, INC. FRANCIS W. SMITH CLERK, UMM HEALTH VENTURES, INC. PAUL KANGAS CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC. FREDERICK G. CROCKER DIRECTOR, UMM HEALTH VENTURES, INC. GERARD P. RICHER DIRECTOR, UMM HEALTH VENTURES, INC. ERIC W. DICKSON, MD DIRECTOR, UMM HEALTH VENTURES, INC. STEVEN ROACH DIRECTOR, UMM HEALTH VENTURES, INC. THERESE DAY DIRECTOR, UMM HEALTH VENTURES, INC. JOHN BUDD DIRECTOR, UMM HEALTH VENTURES, INC. Entity & EIN: UMass Memorial Realty, Inc. #04-2805630 DANA SWENSON PRESIDENT, DIRECTOR, UMM REALTY, INC. SERGIO MELGAR TREASURER, UMM REALTY, INC. FRANCIS W. SMITH SECRETARY, UMM REALTY, INC. DIX F. DAVIS DIRECTOR, UMM REALTY, INC. DAVID L. BENNETT DIRECTOR, UMM REALTY, INC. ERIC W. DICKSON, MD DIRECTOR, UMM REALTY, INC. Entity & EIN: UMass Memorial Medical Group, Inc. #04-2911067 STEPHEN E. TOSI, MD PRESIDENT, UMM MEDICAL GROUP, INC. MICHELE STREETER TREASURER, UMM MEDICAL GROUP, INC. FRANCIS W. SMITH SECRETARY, UMM MEDICAL GROUP, INC. LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. DANIEL LASSER, MD DIRECTOR, UMM MEDICAL GROUP, INC. ROBERT KEVIN FERGUSON, MD DIRECTOR, UMM MEDICAL GROUP, INC. KATHRYN KENNEDY, MD DIRECTOR, UMM MEDICAL GROUP, INC. TERENCE FLOTTE, MD DIRECTOR, UMM MEDICAL GROUP, INC. ERIC W. DICKSON, MD DIRECTOR, UMM MEDICAL GROUP, INC. JEFFREY N. METZMAKER, MD DIRECTOR, UMM MEDICAL GROUP, INC. DOMINIC NOMPLEGGI, MD DIRECTOR, UMM MEDICAL GROUP, INC. J. CHRISTOPHER CUTLER, FACHE DIRECTOR, UMM MEDICAL GROUP, INC. GAIL ALLEN DIRECTOR, UMM MEDICAL GROUP, INC. RICARDO BELLO, MD DIRECTOR, UMM MEDICAL GROUP, INC. SHLOMIT SCHAAL, MD DIRECTOR, UMM MEDICAL GROUP, INC. CELESTE STRAIGHT, MD DIRECTOR, UMM MEDICAL GROUP, INC. HARRIS L. MACNEILL DIRECTOR UNTIL FY2019, UMM MEDICAL GROUP, INC.
Part VII Section A Complete list of Group 990 Board Members by entity - Part 2 of 4	Entity & EIN: UMass Memorial Community Hospitals, Inc. #04-3296271 DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, UMM COMMUNITY HOSPITALS, INC. SERGIO MELGAR TREASURER, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JOHN GLASSBURN SECRETARY, UMM COMMUNITY HOSPITALS, INC. WILLIAM MCGRAIL, ESQUIRE DIRECTOR, UMM COMMUNITY HOSPITALS, INC. FERNANDO CATALINA, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. ERIC W. DICKSON, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. WILLIAM CORBETT, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. MICHAEL D. MURPHY DIRECTOR, UMM COMMUNITY HOSPITALS, INC. MICHAEL GUSTAFSON, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JAMES LEARY DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JACK WILSON, PHD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. LUIS MASEDA DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JOHN CLEMENTI DIRECTOR UNTIL FY2019, UMM COMMUNITY HOSPITALS, INC. DEBORAH WEYMOUTH DIRECTOR UNTIL FY2019, UMM COMMUNITY HOSPITALS, INC. STEVEN ROACH UMM COMMUNITY HOSPITALS, INC. (no vote) Entity & EIN: Marlborough Hospital #04-2104693 STEVEN ROACH PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL SERGIO MELGAR TREASURER, MARLBOROUGH HOSPITAL ANN-MARIA D'AMBRA ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL JOHN GLASSBURN SECRETARY, MARLBOROUGH HOSPITAL MICHAEL D. MURPHY CHAIRPERSON, MARLBOROUGH HOSPITAL ANN K. MOLLOY VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL STEVEN MCCUE TREASURER UNTIL FY2019, MARLBOROUGH HOSPITAL PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL GERARD P. RICHER DIRECTOR, MARLBOROUGH HOSPITAL DANIEL CARLUCCI, MD DIRECTOR, MARLBOROUGH HOSPITAL DOUGLAS S. BROWN DIRECTOR, MARLBOROUGH HOSPITAL DAVID WALTON DIRECTOR, MARLBOROUGH HOSPITAL BENJAMIN H. COLONERO, JR. DIRECTOR, MARLBOROUGH HOSPITAL VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY EISENSTOCK, MD DIRECTOR, MARLBOROUGH HOSPITAL WILLIAM FISHER DIRECTOR, MARLBOROUGH HOSPITAL BRIAN BOUVIER DIRECTOR, MARLBOROUGH HOSPITAL JOSEPH G. LEANDRES DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY ROBINSON, MD DIRECTOR, MARLBOROUGH HOSPITAL CHANDRIKA JAIN, MD DIRECTOR, MARLBOROUGH HOSPITAL CHARLES CAVAGNARO, MD DIRECTOR, MARLBOROUGH HOSPITAL ELLEN DORIAN DIRECTOR, MARLBOROUGH HOSPITAL HOWARD FERRIS DIRECTOR, MARLBOROUGH HOSPITAL HABIB A. SIOUFI, MD DIRECTOR UNTIL FY2019, MARLBOROUGH HOSPITAL RICHARD K. BENNETT DIRECTOR UNTIL FY2019, MARLBOROUGH HOSPITAL Entity & EIN: UMass Memorial Behavioral Health System, Inc. #04-3374724 DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, UMM BEHAVIORAL HEALTH SYSTEM, INC SERGIO MELGAR TREASURER, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. WILLIAM H. O'BRIEN SECRETARY, UMM BEHAVIORAL HEALTH SYSTEM, INC. ALAN P. BROWN, MD DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOANNE JOHNSON DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. CYNTHIA M. MCMULLEN, ED.D. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOHN SHEA, ESQUIRE DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. CHERYL LAPRIORE DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. AMY GRASSETTE DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JIM NOTARO DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. SHELDON BENJAMIN, MD DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. KEITH REARDON DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JAMES LEARY DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JESSICA MCGARRY DIRECTOR UNITL FY2019, UMM BEHAVIORAL HEALTH SYSTEM, INC. Entity & EIN: Community Healthlink, Inc. #04-2626179 NICOLE GAGNE PRESIDENT, COMMUNITY HEALTHLINK, INC. SERGIO MELGAR TREASURER, DIRECTOR, COMMUNITY HEALTHLINK, INC. FRANCIS W. SMITH CLERK, COMMUNITY HEALTHLINK, INC. JOHN SHEA, ESQUIRE DIRECTOR, COMMUNITY HEALTHLINK, INC. CYNTHIA M. MCMULLEN, ED.D. DIRECTOR, COMMUNITY HEALTHLINK, INC. ALAN P. BROWN, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. JOANNE JOHNSON DIRECTOR, COMMUNITY HEALTHLINK, INC. DOUGLAS S. BROWN DIRECTOR, COMMUNITY HEALTHLINK, INC. CHERYL LAPRIORE DIRECTOR, COMMUNITY HEALTHLINK, INC. AMY GRASSETTE DIRECTOR, COMMUNITY HEALTHLINK, INC. JIM NOTARO DIRECTOR, COMMUNITY HEALTHLINK, INC. SHELDON BENJAMIN, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. KEITH REARDON DIRECTOR, COMMUNITY HEALTHLINK, INC. JAMES LEARY DIRECTOR, COMMUNITY HEALTHLINK, INC. JESSICA MCGARRY DIRECTOR UNTIL FY2019, COMMUNITY HEALTHLINK, INC.
Part VII Section A Complete list of Group 990 Board Members by entity - Part 3 of 4	Entity & EIN: Central New England HealthAlliance, Inc. #04-3172496 STEVEN ROACH PRESIDENT, DIRECTOR, CNEHA, Inc. SERGIO MELGAR TREASURER, CNEHA, Inc. FRANCIS W. SMITH SECRETARY, CNEHA,INC MAUREEN CROTEAU ASSISTANT CLERK, CNEHA, Inc. FERNANDO CATALINA, MD CHAIRPERSON, CNEHA, Inc. ROBERT J. PAULHUS, JR. VICE CHAIRPERSON, CNEHA, Inc. DEBORAH WEYMOUTH PRESIDENT UNTIL FY2019, CNEHA, Inc. JOHN BRONHARD TREASURER UNTIL FY2019, CNEHA, Inc. GAIL ALLEN DIRECTOR, CNEHA, Inc. ROBERT LESLIE SHELTON, MD DIRECTOR, CNEHA, Inc. DOUGLAS S. BROWN DIRECTOR, CNEHA, Inc. DONATA MARTIN DIRECTOR, CNEHA, Inc. MICHAEL MAHAN DIRECTOR, CNEHA, Inc. NICHOLAS MERCADANTE, MD DIRECTOR, CNEHA, Inc. ROBERT BABINEAU, JR., MD DIRECTOR, CNEHA, Inc. WILLIAM CORBETT, MD DIRECTOR, CNEHA, Inc. MICHAEL W. AMES DIRECTOR, CNEHA, Inc. CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR, CNEHA, Inc. LUIS J. MASEDA DIRECTOR, CNEHA, Inc. MICHAEL RIVARD DIRECTOR, CNEHA, Inc. DIX DAVIS DIRECTOR, CNEHA, Inc. CHRISTOPHER KENNEDY, MD DIRECTOR, CNEHA, Inc. JOHN CLEMENTI DIRECTOR UNTIL FY2019, CNEHA, Inc. CHRISTIE HAGER DIRECTOR UNTIL FY2019, CNEHA, Inc. SHIPEN LI, MD DIRECTOR UNTIL FY2019, CNEHA, Inc. NANCY DUPHILY DIRECTOR UNTIL FY2019, CNEHA, Inc. Entity & EIN: COORDINATED PRIMARY CARE, INC. #04-3210002 STEVEN ROACH PRESIDENT, CHAIRPERSON, COORDINATED PRIMARY CARE, INC. SERGIO MELGAR TREASURER, DIRECTOR, COORDINATED PRIMARY CARE, INC. MAUREEN CROTEAU SECRETARY, COORDINATED PRIMARY CARE, INC. JOHN BRONHARD TREASURER, DIRECTOR UNTIL FY2019, COORDINATED PRIMARY CARE, INC. DEBORAH WEYMOUTH PRESIDENT, CHAIRPERSON UNTIL FY2019, COORDINATED PRIMARY CARE, INC. WILLIAM CORBETT, MD DIRECTOR, COORDINATED PRIMARY CARE, INC. CHARLES CAVAGNARO, MD DIRECTOR, COORDINATED PRIMARY CARE, INC. DANIEL J. O'LEARY, MD DIRECTOR UNTIL FY2019, COORDINATED PRIMARY CARE, INC. Entity & EIN: HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. #04-2932308 STEVEN ROACH PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. SERGIO MELGAR TREASURER, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MAUREEN CROTEAU SECRETARY, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LESLIE BOVENZI CHAIRPERSON UNTIL FY2019, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DEBORAH WEYMOUTH PRESIDENT, DIRECTOR UNTIL FY2019, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. JOHN BRONHARD TREASURER UNTIL FY2019, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ANTHONY J. MERCADANTE DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. GAIL ALLEN DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LYNNE FARRELL DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ROBERT BABINEAU, JR., MD DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIX F. DAVIS DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. NANCY DUPHILY DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MICHAEL MAHAN DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.
Part VII Section A Complete list of Group 990 Board Members by entity - Part 4 of 4	Entity & EIN: UMass Memorial HEALTHALLIANCE-CLINTON HOSPITAL, INC. #04-2103555 STEVEN ROACH PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SERGIO MELGAR TREASURER, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. FRANCIS W. SMITH SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MAUREEN CROTEAU ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. FERNANDO CATALINA, MD CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT J. PAULHUS, JR. VICE CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DEBORAH WEYMOUTH PRESIDENT, DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN BRONHARD TREASURER UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. GAIL ALLEN DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL RIVARD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT LESLIE SHELTON, MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DOUGLAS S. BROWN DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DONATA MARTIN DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL MAHAN DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. NICHOLAS MERCADANTE, MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. WILLIAM CORBETT, MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL W. AMES DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. LUIS J. MASEDA DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIX DAVIS DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT BABINEAU, JR., MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHRISTOPHER KENNEDY, MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN CLEMENTI DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. LESLIE BOVENZI DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MARY WHITNEY DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHRISTIE HAGER DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SHIPEN LI, MD DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. NANCY DUPHILY DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Entity & EIN: UMass Memorial ACCOUNTABLE CARE ORGANIZATION, INC. #46-2871359 JOHN GREENWOOD PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JEANNE SHIRSHAC TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. FRANCIS W. SMITH CLERK, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ERIC W. DICKSON, MD CHAIRPERSON, UMM ACCOUNTABLE CARE ORGANIZATION, INC. HOWARD ALFRED, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DOUGLAS S. BROWN DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. WILLIAM CORBETT, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JORDAN EISENSTOCK, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DAVID HARLAN, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. BARBARA KUPFER DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DANIEL LASSER, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. LALITA MATTA, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ANTONIA MCGUIRE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. STEPHEN E. TOSI, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ROBERT FISHMAN, DO, FACP DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ED MOORE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. FRANCIS SWEENEY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MICHAEL GUSTAFSON, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DEBRA TWEHOUS, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. PETER BAGLEY, MD DIRECTOR UNTIL FY2019, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
Part VII Section A Various board titles - Part 1 of 3	ALAN P. BROWN, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. VICE CHAIR, ADLT PSY CLIN SVCS AMY GRASSETTE DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. ANN K. MOLLOY VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL ANN-MARIA D'AMBRA ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL EXECUTIVE ASSISTANT ANTHONY J. MERCADANTE DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ANTONIA MCGUIRE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. BARBARA KUPFER DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. BENJAMIN H. COLONERO, JR. DIRECTOR, MARLBOROUGH HOSPITAL BRIAN BOUVIER DIRECTOR, MARLBOROUGH HOSPITAL CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR, CNEHA, Inc. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CELESTE STRAIGHT, MD PHYSICIAN DIRECTOR, UMM MEDICAL GROUP, INC. CHANDRIKA JAIN, MD DIRECTOR, MARLBOROUGH HOSPITAL PRESIDENT OF MED STAFF CHARLES CAVAGNARO, MD DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, MARLBOROUGH HOSPITAL VP, CMO-HAC, SVP, CMO-UMMMC until 5/6/18 CHERYL LAPRIORE DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC. SVP, CHF OF STAFF &CHF MKTG OFC CHRISTIE HAGER DIRECTOR UNTIL FY2019, CNEHA, Inc. DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHRISTOPHER KENNEDY, MD PHYSICIAN DIRECTOR, CNEHA, Inc. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CYNTHIA M. MCMULLEN, ED.D. DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. DANA SWENSON PRESIDENT, DIRECTOR, UMM REALTY, INC. SVP, CHIEF FACILITIES OFFICER DANIEL CARLUCCI, MD DIRECTOR, MARLBOROUGH HOSPITAL DANIEL LASSER, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM MEDICAL GROUP, INC. DANIEL J. O'LEARY, MD DIRECTOR UNTIL FY2019, COORDINATED PRIMARY CARE, INC. VP CHIEF MEDICAL OFFICER, UNTIL FY2019 DAVID HARLAN, MD CHIEF, DIABETES-DIR, DIAB COE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DAVID WALTON DIRECTOR, MARLBOROUGH HOSPITAL DAVID L. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM REALTY, INC. DEBORAH WEYMOUTH DIRECTOR UNTIL FY2019, UMM COMMUNITY HOSPITALS, INC. PRESIDENT UNTIL FY2019, CNEHA, Inc. PRESIDENT, CHAIRPERSON UNTIL FY2019, COORDINATED PRIMARY CARE, INC. PRESIDENT, DIRECTOR UNTIL FY2019, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. PRESIDENT, DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL UNTIL FY2019 DEBRA TWEHOUS, MD PHYSICIAN DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIX F. DAVIS DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM REALTY, INC. DIRECTOR, CNEHA, Inc. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DOMINIC NOMPLEGGI, MD CHIEF, GASTROENTEROLOGY DIRECTOR, UMM MEDICAL GROUP, INC. DONATA MARTIN DIRECTOR, CNEHA, Inc. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DOUGLAS S. BROWN DIRECTOR, CNEHA, Inc. DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, MARLBOROUGH HOSPITAL DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. PRESIDENT, CHAIRPERSON, UMM BEHAVIORAL HEALTH SYSTEM, INC PRESIDENT, CHAIRPERSON, UMM COMMUNITY HOSPITALS, INC. PRESIDENT,UMMH & CAO/CLO,UMMHC SECRETARY, UMM MEDICAL CENTER, INC. ED MOORE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. EDWARD D'ALELIO DIRECTOR, UMM MEDICAL CENTER, INC. EDWARD J. PARRY, III DIRECTOR UNTIL FY2019, UMM MEDICAL CENTER, INC. ELLEN DORIAN DIRECTOR, MARLBOROUGH HOSPITAL ELVIRA GUARDIOLA DIRECTOR, UMM MEDICAL CENTER, INC. ERIC W. DICKSON, MD PRESIDENT & CEO of UMM Health Care, Inc. & Affiliates CHAIRPERSON, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. DIRECTOR, UMM REALTY, INC. EVAN BENJAMIN, MD DIRECTOR, UMM MEDICAL CENTER, INC. FERNANDO CATALINA, MD CHAIRPERSON, CNEHA, Inc. CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. FRANCIS SWEENEY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
Part VII Section A Various board titles - Part 2 of 3	FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL CLERK, COMMUNITY HEALTHLINK, INC. CLERK, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CLERK, UMM HEALTH VENTURES, INC. SECRETARY, CNEHA,INC SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SECRETARY, UMM MEDICAL GROUP, INC. SECRETARY, UMM REALTY, INC. FREDERICK G. CROCKER DIRECTOR, UMM HEALTH VENTURES, INC. GAIL ALLEN DIRECTOR, CNEHA, Inc. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM MEDICAL GROUP, INC. GERARD P. RICHER DIRECTOR, MARLBOROUGH HOSPITAL DIRECTOR, UMM HEALTH VENTURES, INC. HABIB A. SIOUFI, MD DIR, AFFILIATED LABS until FY2019 DIRECTOR UNTIL FY2019, MARLBOROUGH HOSPITAL HARRIS L. MACNEILL DIRECTOR UNTIL FY2019, UMM MEDICAL GROUP, INC. HOWARD ALFRED, MD DIR, RENAL DIALYSIS DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. HOWARD FERRIS DIRECTOR, MARLBOROUGH HOSPITAL J. CHRISTOPHER CUTLER, FACHE DIRECTOR, UMM MEDICAL GROUP, INC. JACK WILSON, PHD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JAMES LEARY DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JEANNE SHIRSHAC TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. VP, HEALTH POLICY/PUBLIC PROG JEFFREY N. METZMAKER, MD DIRECTOR, UMM MEDICAL GROUP, INC. PHYSICIAN JESSICA MCGARRY DIRECTOR UNITL FY2019, UMM BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR UNTIL FY2019, COMMUNITY HEALTHLINK, INC. JIM NOTARO DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOANNE JOHNSON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOHN BRONHARD TREASURER UNTIL FY2019, CNEHA, Inc. TREASURER UNTIL FY2019, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. TREASURER UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. TREASURER, DIRECTOR UNTIL FY2019, COORDINATED PRIMARY CARE, INC. VP CFO HEALTHALLIANCE until FY2019 JOHN BUDD DIRECTOR, UMM HEALTH VENTURES, INC. JOHN CLEMENTI DIRECTOR UNTIL FY2019, CNEHA, Inc. DIRECTOR UNTIL FY2019, UMM COMMUNITY HOSPITALS, INC. DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN GLASSBURN ASSOC GEN'L COUNSEL-CORP/BUSIN SECRETARY, MARLBOROUGH HOSPITAL SECRETARY, UMM COMMUNITY HOSPITALS, INC. JOHN GREENWOOD PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. SVP, POP HLTH & PRESIDENT, ACO JOHN SHEA, ESQUIRE DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JORDAN EISENSTOCK, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. PHYSICIAN JOSEPH G. LEANDRES DIRECTOR, MARLBOROUGH HOSPITAL KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC. SR VP, GENERAL COUNSEL-PGL KATHRYN KENNEDY, MD DIR, CLINICAL MARL HOSP EM DIRECTOR, UMM MEDICAL GROUP, INC. KEITH REARDON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. KIMBERLY EISENSTOCK, MD CHIEF, CLINICAL HOSPITAL MED DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY ROBINSON, MD DIRECTOR, MARLBOROUGH HOSPITAL LALITA MATTA, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MARLBORO CHIEF MEDICAL OFFICER LESLIE BOVENZI CHAIRPERSON UNTIL FY2019, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM MEDICAL CENTER, INC. LUIS J. MASEDA DIRECTOR, CNEHA, Inc. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. DIRECTOR, UMM MEDICAL CENTER, INC. LYNNE FARRELL DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MARK JOHNSON, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMM MEDICAL CENTER, INC. MARY WHITNEY DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MAUREEN CROTEAU ASSISTANT CLERK, CNEHA, Inc. ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. EXECUTIVE ASST, PROJECT MGR SECRETARY, COORDINATED PRIMARY CARE, INC. SECRETARY, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MICHAEL COLLINS, MD DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL GUSTAFSON, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. PRESIDENT, MEDICAL CENTER PRESIDENT, UMM MEDICAL CENTER, INC
Part VII Section A Various board titles - Part 3 of 3	MICHAEL MAHAN DIRECTOR, CNEHA, Inc. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL RIVARD DIRECTOR, CNEHA, Inc. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL D. MURPHY CHAIRPERSON, MARLBOROUGH HOSPITAL DIRECTOR, UMM COMMUNITY HOSPITALS, INC. MICHAEL W. AMES DIRECTOR, CNEHA, Inc. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHELE STREETER EXEC VP/COO UMMMG TREASURER, UMM MEDICAL GROUP, INC. NANCY DUPHILY DIRECTOR UNTIL FY2019, CNEHA, Inc. DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. NANCY KANE DIRECTOR, UMM MEDICAL CENTER, INC. NICHOLAS MERCADANTE, MD DIRECTOR, CNEHA, Inc. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. NICOLE GAGNE PRESIDENT, COMMUNITY HEALTHLINK, INC. O. NSIDINANYA OKIKE, MD DIRECTOR UNTIL FY2019, UMM MEDICAL CENTER, INC. PAUL KANGAS CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM MEDICAL CENTER, INC. PAULETTE SEYMOUR-ROUTE, PH.D. DIRECTOR, UMM MEDICAL CENTER, INC. PETER BAGLEY, MD DIRECTOR UNTIL FY2019, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MED DIR, CCU PETER KNOX DIRECTOR, UMM MEDICAL CENTER, INC. PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL RAYMOND PAWLICKI VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. RICARDO BELLO, MD PHYSICIAN DIRECTOR, UMM MEDICAL GROUP, INC. RICHARD SIEGRIST CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC RICHARD K. BENNETT DIRECTOR UNTIL FY2019, MARLBOROUGH HOSPITAL DIRECTOR, UMM MEDICAL CENTER, INC. ROBERT BABINEAU, JR., MD PHYSICIAN DIRECTOR, CNEHA, Inc. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT FISHMAN, DO, FACP DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ROBERT J. PAULHUS, JR. VICE CHAIRPERSON, CNEHA, Inc. VICE CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT KEVIN FERGUSON, MD DIRECTOR, UMM MEDICAL GROUP, INC. PHYSICIAN ROBERT LESLIE SHELTON, MD DIRECTOR, CNEHA, Inc. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT W. FINBERG, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMM MEDICAL CENTER, INC. SERGIO MELGAR EXEC VP, CFO TREASURER, CNEHA, Inc. TREASURER, DIRECTOR, COMMUNITY HEALTHLINK, INC. TREASURER, DIRECTOR, COORDINATED PRIMARY CARE, INC. TREASURER, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. TREASURER, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. TREASURER, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. TREASURER, MARLBOROUGH HOSPITAL TREASURER, UMM HEALTH VENTURES, INC. TREASURER, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. TREASURER, UMM MEDICAL CENTER, INC. TREASURER, UMM REALTY, INC. SHELDON BENJAMIN, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. SHIPEN LI, MD DIRECTOR UNTIL FY2019, CNEHA, Inc. DIRECTOR UNTIL FY2019, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. PHYSICIAN SHLOMIT SCHAAL, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMM MEDICAL GROUP, INC. STEPHEN E. TOSI, MD CHIEF PHYSICIAN EXECUTIVE DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. PRESIDENT, UMM MEDICAL GROUP, INC. STEVEN MCCUE CFO MARLBOROUGH HOSPITAL until FY2019 TREASURER UNTIL FY2019, MARLBOROUGH HOSPITAL STEVEN ROACH PRESIDENT, MARLBOROUGH HOSPITAL DIRECTOR, UMM HEALTH VENTURES, INC. PRESIDENT, CHAIRPERSON, COORDINATED PRIMARY CARE, INC. PRESIDENT, DIRECTOR, CNEHA, Inc. PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. UMM COMMUNITY HOSPITALS, INC. (no vote) SUSAN MAILMAN DIRECTOR, UMM MEDICAL CENTER, INC. TERENCE FLOTTE, MD DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. THERESE DAY DIRECTOR, UMM HEALTH VENTURES, INC. VP/CHIEF FINANCIAL OFFICER MED CENTER VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL WILLIAM CORBETT, MD DIRECTOR, CNEHA, Inc. DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SR VP, COMMUNITY PRACTICES WILLIAM FISHER DIRECTOR, MARLBOROUGH HOSPITAL WILLIAM MCGRAIL, ESQUIRE DIRECTOR, UMM COMMUNITY HOSPITALS, INC. WILLIAM H. O'BRIEN EXEC DIR, UMMBHS SECRETARY, UMM BEHAVIORAL HEALTH SYSTEM, INC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Public Charity StatusPublicCharityStatusTxt
HEALTHALLIANCE REALTY CORPORATION
60 HOSPITAL ROAD	LEOMINSTER	MA	01473	042560754	REAL ESTATE MANAGEMENT	MA	501(c)(2)	NA	false
UMass Memorial Health Care Inc (Parent)
306 Belmont Street	Worcester	MA	01604	043358566	Management of Healthcare System	MA	501(c)(3)	na	false	Type III-FI

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
UMASS MEMORIAL MRI OF MALRBOROUGH LLC
157 UNION STREET	MARLBOROUGH	MA	01752	202293995	MAGNETIC RESONANCE IMAGING	MA	MARLBOROUGH HOSPITAL	Related	$524,427	$368,470	false	false	0.6
UMASS MEMORIAL HEALTHALLIANCE MRI CENTER LLC
60 HOSPITAL ROAD	LEOMINSTER	MA	01453	043561571	MAGNETIC RESONANCE IMAGING	MA	NA	Related	$800,506	$1,062,527	false	false	0.6

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
MEMORIAL OFFICE CONDOMIUM TRUST
306 BELMONT STREET	WORCESTER	MA	01604	046616900	CONDOMINIUM ASSOCIATION	MA	UMASS MEMORIAL REALTY INC	Trust	$6	$229,190	0.5369	false
Commonwealth Professional Assurance Company Ltd
				980226143	Insurance		NA	C Corporation				false	P O Box 1051 GT	Grand Cayman,	CJ	KY11102	CJ

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

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HealthAlliance Realty Inc
K	$401,226	Fair value
HealthAlliance Realty Inc
P	$384,475	Fair Value
UMass Memorial HealthAlliance MRI Center LLC
S	$780,000	Fair Value
UMass Memorial MRI of Marlborough LLC
S	$480,000	Fair Value