UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-08-07
IRS object ID: 201902199349300495
Schema version: 2017v2.2
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-07T16:00:26-05:00	ReturnTs
Tax Period End	2018-09-30	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	2017-10-01	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	2019-08-07	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	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$2,497,450,236	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	161	VotingMembersGoverningBodyCnt
Voting Members Independent	94	VotingMembersIndependentCnt
Total Employee	14152	TotalEmployeeCnt
Total Volunteers	1297	TotalVolunteersCnt
Total Gross UBI	$9,072,631	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,604,106	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$13,036,587	PYContributionsGrantsAmt
CY Contributions Grants	$36,683,858	CYContributionsGrantsAmt
PY Program Service Revenue	$2,415,657,565	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,430,122,747	CYProgramServiceRevenueAmt
PY Investment Income	$16,948,021	PYInvestmentIncomeAmt
CY Investment Income	$17,818,191	CYInvestmentIncomeAmt
PY Other Revenue	$8,957,306	PYOtherRevenueAmt
CY Other Revenue	$10,512,035	CYOtherRevenueAmt
PY Total Revenue	$2,454,599,479	PYTotalRevenueAmt
CY Total Revenue	$2,495,136,831	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,148,896	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$9,457,799	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,264,578,152	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,233,250,458	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$7,396	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$657,001	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,177,407,890	PYOtherExpensesAmt
CY Other Expenses	$1,298,767,154	CYOtherExpensesAmt
PY Total Expenses	$2,444,142,334	PYTotalExpensesAmt
CY Total Expenses	$2,541,475,411	CYTotalExpensesAmt
PY Revenues Less Expenses	$10,457,145	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$46,338,580	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,879,641,685	TotalAssetsBOYAmt
Total Assets EOY	$1,757,124,172	TotalAssetsEOYAmt
Total Liabilities BOY	$1,358,506,029	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,190,948,585	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$521,135,656	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$566,175,587	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	$1,416,744,850	ExpenseAmt
Grant	$2,459,981	GrantAmt
Revenue	$1,689,780,392	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 2018 KEY STATISTICS - TOTAL DISCHARGES: 37,668 TOTAL SURGICAL CASES: 27,662 TOTAL ER VISITS: 135,044	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$536,667,604	ExpenseAmt
Grant	$6,800,000	GrantAmt
Revenue	$390,807,038	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	$243,873,928	ExpenseAmt
Grant	$192,818	GrantAmt
Revenue	$276,447,454	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 2018 KEY STATISTICS - TOTAL DISCHARGES: 11,256 TOTAL SURGICAL CASES: 6,937 TOTAL ER VISITS: 88,077	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$87,131,039	ExpenseAmt
Grant	$5,000	GrantAmt
Revenue	$73,970,633	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	$87,131,039	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$5,000	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$73,970,633	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,284,417,421	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	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (true)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1176	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	14152	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	Yes (true)	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	161	GoverningBodyVotingMembersCnt
Independent Voting Member	94	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 (130 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 Health Care, Inc., Chair, HA Home Health & Hospice, Inc., Dir various	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
John Bronhard
Treasurer, UMM HealthAlliance-Clinton Hospital, Inc. Officer/Dir Various	40.0	5.0	Yes (X)	Yes (X)	$352,685	$0	$37,740
Douglas S Brown
Secretary, UMM Medical Center, Inc., Director Various	5.0	40.0	Yes (X)	Yes (X)	$0	$916,225	$168,910
Fernando Catalina MD
Chairperson, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	1.0	1.0	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	$1,971,617	$286,378
Paul D'Onfro
VICE CHAIRPERSON UNTIL 7/11/18, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
John Greenwood
President/Director, UMM Accountable Care Organization, Inc.	40.0	5.0	Yes (X)	Yes (X)	$396,901	$0	$111,275
Michael Gustafson MD
PRESIDENT & CEO, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	40.0	0	Yes (X)	Yes (X)	$0	$0	$0
Paul Kangas
Director, UMM Medical Center, Inc., Chair, UMM Health Ventures, Inc., Dir various	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
Cheryl M Lapriore
President/Director, UMM Health Ventures, Inc., Director various	5.0	40.0	Yes (X)	Yes (X)	$0	$428,638	$105,493
Sergio Melgar
EVP/CFO/Treasurer, UMM MEDICAL CENTER, Inc., Officer/Dir various	5.0	40.0	Yes (X)	Yes (X)	$0	$1,128,030	$196,060
Patrick Muldoon
PRESIDENT & CEO UNTIL 1/2018, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	40.0	5.0	Yes (X)	Yes (X)	$1,273,527	$0	$235,058
Michael D Murphy
Chairperson, Marlborough Hospital, Director various	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
Steven Roach
President, Marlborough Hospital, Director various	40.0	5.0	Yes (X)	Yes (X)	$478,029	$0	$89,577
Richard Siegrist
Chairperson, UMM MEDICAL CENTER, Inc., Director various	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
Dana E Swenson
President/Director, UMM Realty, Inc.	5.0	40.0	Yes (X)	Yes (X)	$0	$319,302	$89,516
Stephen E Tosi MD
President, UMM Med Group, Inc., Director various	40.0	5.0	Yes (X)	Yes (X)	$1,026,601	$0	$102,354
Deborah Weymouth
President, HealthAlliance-Clinton Hospital, Director Various	40.0	10.0	Yes (X)	Yes (X)	$513,472	$0	$128,007
Lynda M Young MD
CHAIRPERSON, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS	1.0	1.0	Yes (X)	Yes (X)	$14,176	$0	$0
Howard Alfred MD
Director, UMM Accountable Care Organization, Inc.	37.0	0	Yes (X)		$244,602	$0	$36,809
Gail Allen
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	1.0	0	Yes (X)		$0	$0	$0
Michael W Ames
Director, UMM HealthAlliance-Clinton Hosp., Inc.	1.0	0	Yes (X)		$0	$0	$0
Robert Babineau JR MD
DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. & CNEHA, INC.	1.0	0	Yes (X)		$0	$0	$0
Peter Bagley MD
Director, UMM Accountable Care Organization, Inc.	27.0	0	Yes (X)		$399,346	$0	$58,446
Sheldon Benjamin MD
Director, UMM Behavioral Health System, Inc. & CHL	1.0	0	Yes (X)		$0	$0	$0
David L Bennett
Director, UMM Medical Center, Inc., Director Various	1.0	1.0	Yes (X)		$0	$0	$0
Richard K Bennett
Director, UMM Medical Center, Inc., Director Various	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)		$208,743	$0	$36,581
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
John Clementi
Director, UMM HealthAlliance-Clinton Hosp. , 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
Lisa Colombo
Director until 9/30/18, UMM Comm Hospitals Inc.	40.0	5.0	Yes (X)		$426,070	$0	$90,151
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)		$537,529	$0	$123,441
Frederick G Crocker
Director, UMM Health Ventures, Inc.	1.0	0	Yes (X)		$0	$0	$0
J Christopher Cutler FACHE
Director, UMM Med 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 F Davis
Director, UMM Realty, Inc., Director various	1.0	1.0	Yes (X)		$0	$0	$0
Therese Day
Director, UMM Health Ventures, Inc.	40.0	5.0	Yes (X)		$439,667	$0	$114,439
Nancy Duphily
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	1.0	0	Yes (X)		$0	$0	$0
Jordan Eisenstock MD
Director, UMM Accountable Care Organization, Inc.	40.0	0	Yes (X)		$39,408	$0	$1,895
Kimberly Eisenstock MD
Director, Marlborough Hospital	40.0	0	Yes (X)		$265,164	$0	$39,901
Lynne Farrell
Director, HealthAlliance Home Health and Hospice, Inc.	1.0	0	Yes (X)		$0	$0	$0
R Kevin Ferguson MD
Director, UMM Med Group, Inc.	40.0	0	Yes (X)		$234,552	$0	$41,441
Robert W Finberg MD
Director, UMM Medical Center, Inc.	20.0	5.0	Yes (X)		$412,317	$0	$70,753
William Fischer
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., Director Various	1.0	1.0	Yes (X)		$0	$0	$0
Carlos Nicolas Formaggia ESQ
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	1.0	0	Yes (X)		$0	$0	$0
Amy Grassette
Director, UMM Behavioral Health System, Inc. & CHL	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, UMM HealthAlliance-Clinton Hosp. , 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)		$149,154	$0	$37,962
Francis Hurley
DIRECTOR UNTIL 8/18, MARLBOROUGH HOSPITAL	1.0	0	Yes (X)		$0	$0	$0
Joanne Johnson
Director, UMM Behavioral Health System, Inc. & CHL	1.0	0	Yes (X)		$0	$0	$0
Mark Johnson MD
Director, UMM Medical Center, Inc.	28.0	5.0	Yes (X)		$583,346	$0	$42,932
Nancy Kane
Director, UMM Medical Center, Inc.	1.0	1.0	Yes (X)		$0	$0	$0
Kathryn Kennedy MD
Director, UMM Med Group, Inc.	36.0	0	Yes (X)		$269,004	$0	$43,827
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 H Lasser MD
Director, UMM Med Group, Inc. & ACO, INC.	20.0	0	Yes (X)		$275,288	$0	$36,463
Joseph G Leandres
Director, Marlborough Hospital	1.0	0	Yes (X)		$0	$0	$0
James Leary
Director, UMM Community Hospitals, Inc.	1.0	0	Yes (X)		$0	$0	$0
Shipen Li MD
Director, UMM HealthAlliance-Clinton Hospital, Inc. & CNEHA, INC.	40.0	0	Yes (X)		$319,043	$0	$43,312
Harris L MacNeill
DIRECTOR UNTIL 3/7/18, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0	1.0	Yes (X)		$0	$0	$0
Michael Mahan
Director, UMM HealthAlliance-Clinton Hosp., Inc., Director Various	1.0	1.0	Yes (X)		$0	$0	$0
Edward Manzi
DIRECTOR UNTIL 10/2017, UMM BEHAVIORAL HEALTH SYSTEM, INC.	1.0	0	Yes (X)		$0	$0	$0
Donata Martin
Director, UMM HealthAlliance-Clinton Hosp. , Inc. & CNEHA, Inc.	1.0	1.0	Yes (X)		$0	$0	$0
Luis J Maseda
Director, UMM HealthAlliance-Clinton Hosp. , 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)		$0	$0	$0
Jessica McGarry
Director, UMM Behavioral Health System, Inc. & CHL	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, UMM Behavioral Health System, Inc. & CHL	1.0	0	Yes (X)		$0	$0	$0
Mary Ellen McNamara
DIRECTOR UNTIL 3/7/18, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0	1.0	Yes (X)		$0	$0	$0
Anthony J Mercadante
Director, HealthAlliance Home Health and Hospice, Inc.	1.0	0	Yes (X)		$0	$0	$0
Nicholas Mercadante MD
Director, UMM HealthAlliance-Clinton Hosp. , Inc. & CNEHA, Inc.	1.0	0	Yes (X)		$0	$0	$0
Jeffrey N Metzmaker MD
Director, UMM Med Group, Inc.	29.0	0	Yes (X)		$431,538	$0	$43,783
Ann K Molloy
Director, Marlborough Hospital	1.0	0	Yes (X)		$0	$0	$0
Ed Moore
Director, UMM Accountable Care Organization, Inc.	1.0	0	Yes (X)		$0	$0	$0
Dominic Nompleggi MD
Director, UMM Med Group, Inc.	29.0	0	Yes (X)		$305,625	$0	$46,299
Jim Notaro
Director, UMM Behavioral Health System, Inc. & CHL	1.0	0	Yes (X)		$0	$0	$0
O Nsidinanya Okike MD
Director, UMM Medical Center, Inc.	1.0	1.0	Yes (X)		$0	$0	$0
Daniel O'Leary MD
Director, Coordinated Primary Care, Inc.	25.0	0	Yes (X)		$267,431	$0	$11,096
Edward J Parry III
Director, UMM Medical Center, Inc.	1.0	1.0	Yes (X)		$0	$0	$0
Robert J Paulhus Jr
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	1.0	0	Yes (X)		$0	$0	$0
Raymond Pawlicki
Director, UMM Medical Center, Inc.	1.0	1.0	Yes (X)		$0	$0	$0
Chris Philbin
DIRECTOR UNTIL 9/2018, UMM COMMUNITY HOSPITALS, INC.	5.0	40.0	Yes (X)		$0	$278,030	$65,469
Michael Pici MD
DIRECTOR UNTIL 12/31/17, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0	0	Yes (X)		$0	$0	$0
Philip E Purcell
Director, Marlborough Hospital	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 Hosp., Inc., Director various	1.0	0	Yes (X)		$0	$0	$0
Kimberly Robinson MD
Director, Marlborough Hospital	1.0	0	Yes (X)		$0	$0	$0
Paulette Seymour-Route PhD
Director, UMM Medical Center, Inc.	1.0	1.0	Yes (X)		$64,400	$0	$0
Vibha Sharma MD
Director, Marlborough Hospital	1.0	0	Yes (X)		$0	$0	$0
John Shea Esquire
Director, UMM Behavioral Health System, Inc. & CHL	1.0	0	Yes (X)		$0	$0	$0
Robert Leslie Shelton MD
Director, UMM HealthAlliance-Clinton Hosp. , Inc. & CNEHA, Inc.	1.0	0	Yes (X)		$0	$0	$0
Habib A Sioufi MD
Director, Clinton Hospital Association	20.0	0	Yes (X)		$108,041	$0	$29,634
Frank Sweeney MD
Director, UMM Accountable Care Organization, Inc.	1.0	0	Yes (X)		$0	$0	$0
David Walton
Director, Marlborough Hospital	1.0	0	Yes (X)		$0	$0	$0
Mary Whitney
Director, UMM HealthAlliance-Clinton Hosp., Inc., Director various	1.0	0	Yes (X)		$0	$0	$0
Jack Wilson PhD
DIRECTOR UNTIL 3/7/18, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0	1.0	Yes (X)		$0	$0	$0
Katharine Bolland Eshghi
Assistant Secretary, UMM Medical Center, Inc., Officer Various	5.0	40.0		Yes (X)	$0	$471,495	$98,609
Maureen Croteau
ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS	40.0	5.0		Yes (X)	$53,844	$0	$27,965
Ann-Maria D'Ambra
Assistant Secretary, Marlborough Hospital	40.0	0		Yes (X)	$50,744	$0	$25,155
Nicole Gagne
President, Community HealthLink, Inc.	40.0	5.0		Yes (X)	$258,092	$0	$47,743
John Glassburn
Secretary, UMM Community Hospitals, Inc., Officer Various	5.0	40.0		Yes (X)	$0	$189,009	$39,673
Steven McCue
Treasurer, Marlborough Hospital	40.0	0		Yes (X)	$221,500	$0	$19,092
Lynn A Morin
ASSISTANT CLERK UNTIL 3/21/18, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS	40.0	0		Yes (X)	$94,806	$0	$5,577
William O'Brien
Secretary, UMBHS, Inc.	40.0	0		Yes (X)	$129,183	$0	$45,945
Jeanne Shirshac
Treasurer, UMM Accountable Care Organization, Inc.	5.0	40.0		Yes (X)	$0	$265,713	$68,526
Francis W Smith
Secretary, UMM Medical Group, Inc., Officer various	5.0	40.0		Yes (X)	$0	$218,808	$45,170
Michele Streeter
Treasurer, UMM Med Group, Inc.	40.0	5.0		Yes (X)	$622,444	$0	$113,797
James P Cyr
Sr. VP, Operations (UMMMC)	40.0	5.0			$350,311	$0	$93,483	Yes (X)
Robert Feldmann
VP, Corporate Controller	5.0	40.0			$0	$401,201	$99,628	Yes (X)
Barbara Fisher
Sr VP, Operations (UMMMC)	40.0	5.0			$368,268	$0	$99,111	Yes (X)
Bart Metzger
Sr VP, Chief HR Officer	5.0	40.0			$0	$646,301	$126,071	Yes (X)
John T Randolph
VP, Chief Corporate Compliance	5.0	40.0			$0	$307,296	$92,657	Yes (X)
Alice Shakman
Sr. VP, Operations (UMMMC)	40.0	5.0			$370,497	$0	$82,856	Yes (X)
Jeffrey A Smith MD
EXECUTIVE VP, COO UNTIL 7/2018	40.0	5.0			$699,029	$0	$126,993	Yes (X)
Timothy Tarnowski
SR VP, CHIEF INFO OFFICER & CTO	5.0	40.0			$0	$625,668	$136,562	Yes (X)
David C Ayers MD
PHYSICIAN, CHAIR OF ORTHOPEDICS DEPT - MED GROUP	33.0	0			$702,982	$0	$42,846		Yes (X)
Adel Bozorgzadeh MD
PHYSICIAN, DIVISION CHIEF OF TRANSPLANT SURGERY - MED GROUP	32.0	0			$715,613	$0	$43,749		Yes (X)
Demetrius Litwin MD
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	28.0	0			$792,686	$0	$46,299		Yes (X)
Arno S Sungarian MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	40.0	0			$733,779	$0	$35,819		Yes (X)
Jennifer Walker MD
PHYSICIAN, DIVISION CHIEF OF CARDIAC SURGERY - MED GROUP	30.0	0			$890,129	$0	$43,749		Yes (X)
Margaret Hudlin MD
FORMER KEY EE, CHIEF MED OFFICER/VP PERIOPERATIVE SVCS	0	0			$485,142	$0	$182			Yes (X)
Douglas Ziedonis MD
FORMER PRESIDENT AND CHAIRPERSON UNTIL 3/8/17, UMBHS, DIRECTOR OF CHL	0.0	0			$125,706	$0	$18,576			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$17,700,414	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$8,167,333	TotReportableCompRltdOrgAmt
Total Other Compensation	$4,190,835	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2700	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 Service	$28,115,989
NORDIC CONSULTING PARTNERS INC
740 Regent St Suite 400	Madison	WI	53715	Consulting Service	$24,732,577
MEDASSETS SUPPLY CHAIN SYS LLC
5543 Legacy Drive	Plano	TX	75024	Supply Chain Services	$19,301,505
CUMBERLAND CONSULTING GRP LLC
720 Cool Springs Blvd Ste 550	Franklin	TN	37067	Consulting Service	$9,550,260
MMY CONSULTING INC
5719 Lawton Loop East Dr Ste 103	Indianapolis	IN	46216	Consulting Service	$9,016,854

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	159	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Federated Campaigns	$150,608	FederatedCampaignsAmt
Fundraising	$251,525	FundraisingAmt
Related Organizations	$400,388	RelatedOrganizationsAmt
Government Grants	$31,896,012	GovernmentGrantsAmt
All Other Contributions	$3,985,325	AllOtherContributionsAmt
Noncash Contributions	$5,340	NoncashContributionsAmt
Total Contributions	$36,683,858	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	$2,081,966,914	$2,078,806,476	$3,160,438
Medical Supplemental Funds	622110	$220,982,584	$220,982,584
Contract Revenue	622110	$79,184,867	$79,184,867
All Other Program Service Revenue	622110	$22,229,237	$22,229,237
Joint Venture Income	622110	$24,448,882	$18,553,688	$5,895,194

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,310,263	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,310,263	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,430,122,747	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,825,832	TotalRevenueColumnAmt
Unrelated Business Revenue	$16,999	UnrelatedBusinessRevenueAmt
Exclusion	$17,808,833	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,617,935	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,973,852	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$644,083	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$644,083	TotalRevenueColumnAmt
Exclusion	$644,083	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$54,773	SecuritiesAmt
Other	$89,064	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$55,000	SecuritiesAmt
Other	$96,478	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$227	SecuritiesAmt
Other	-$7,414	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$7,641	TotalRevenueColumnAmt
Exclusion	-$7,641	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$117,625	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$251,525	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$188,075	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$70,450	TotalRevenueColumnAmt
Exclusion	-$70,450	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Cafeteria Income	722514	$6,243,486	$6,243,486
All Other Revenue	622110	$3,694,916	$3,694,916

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	$9,938,402	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,495,136,831	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,431,005,517	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$9,072,631	UnrelatedBusinessRevenueAmt
Exclusion	$18,374,825	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$9,457,799	TotalAmt
Program Services	$9,457,799	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$14,678,808	TotalAmt
Program Services	$8,978,251	ProgramServicesAmt
Management And General	$5,700,557	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$603,602	TotalAmt
Program Services	$445,963	ProgramServicesAmt
Fundraising	$157,639	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$952,116,828	TotalAmt
Program Services	$929,800,431	ProgramServicesAmt
Management And General	$22,059,984	ManagementAndGeneralAmt
Fundraising	$256,413	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$76,734,505	TotalAmt
Program Services	$74,748,695	ProgramServicesAmt
Management And General	$1,975,935	ManagementAndGeneralAmt
Fundraising	$9,875	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$122,045,996	TotalAmt
Program Services	$118,241,287	ProgramServicesAmt
Management And General	$3,762,273	ManagementAndGeneralAmt
Fundraising	$42,436	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$67,070,719	TotalAmt
Program Services	$64,966,411	ProgramServicesAmt
Management And General	$2,072,024	ManagementAndGeneralAmt
Fundraising	$32,284	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$32,273,991	TotalAmt
Program Services	$32,273,991	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$205,234	TotalAmt
Management And General	$205,234	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$117,984	TotalAmt
Management And General	$117,984	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$614,712	TotalAmt
Program Services	$614,712	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$490,066	TotalAmt
Program Services	$220,889	ProgramServicesAmt
Management And General	$269,177	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$190,669,383	TotalAmt
Program Services	$184,222,876	ProgramServicesAmt
Management And General	$6,317,504	ManagementAndGeneralAmt
Fundraising	$129,003	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$393,332	TotalAmt
Program Services	$389,133	ProgramServicesAmt
Management And General	$3,741	ManagementAndGeneralAmt
Fundraising	$458	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,586,181	TotalAmt
Program Services	$17,392,952	ProgramServicesAmt
Management And General	$2,186,312	ManagementAndGeneralAmt
Fundraising	$6,917	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,136,609	TotalAmt
Program Services	$2,527,842	ProgramServicesAmt
Management And General	$608,767	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$79,113,778	TotalAmt
Program Services	$77,540,820	ProgramServicesAmt
Management And General	$1,572,643	ManagementAndGeneralAmt
Fundraising	$315	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,083,883	TotalAmt
Program Services	$82,183	ProgramServicesAmt
Management And General	$2,001,700	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,304,508	TotalAmt
Management And General	$1,304,508	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$16,648,384	TotalAmt
Program Services	$16,648,384	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$86,894,454	TotalAmt
Program Services	$86,012,968	ProgramServicesAmt
Management And General	$881,486	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$30,546,608	TotalAmt
Program Services	$29,987,949	ProgramServicesAmt
Management And General	$558,659	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Medical Supplies	$315,478,899	$314,904,645	$574,066	$188
System Allocation Expense	$337,602,234	$137,939,838	$199,662,396
Medical Education Services	$154,241,292	$154,241,292
Federal & State Income Taxes	$787,300	$787,300

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,578,322	TotalAmt
Program Services	$21,990,810	ProgramServicesAmt
Management And General	$4,566,039	ManagementAndGeneralAmt
Fundraising	$21,473	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,541,475,411	TotalAmt
Program Services	$2,284,417,421	ProgramServicesAmt
Management And General	$256,400,989	ManagementAndGeneralAmt
Fundraising	$657,001	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$105,661,129	BOYAmt
EOY	$58,959,457	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$78,607,060	BOYAmt
EOY	$200,030,362	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$120,256	BOYAmt
EOY	$136,208	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$252,782,227	BOYAmt
EOY	$281,625,994	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
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	$82,916	BOYAmt
EOY	$75,417	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$37,143,264	BOYAmt
EOY	$41,002,269	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,267,396	BOYAmt
EOY	$13,994,263	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,902,602,700	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,209,304,908	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$663,594,421	BOYAmt
EOY	$693,297,792	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$95,110,890	BOYAmt
EOY	$29,086,056	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$368,847,417	BOYAmt
EOY	$245,590,988	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$16,696,196	BOYAmt
EOY	$83,370,553	EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$250,728,513	BOYAmt
EOY	$109,954,813	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,879,641,685	BOYAmt
EOY	$1,757,124,172	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$267,005,994	BOYAmt
EOY	$254,585,800	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$302,652	BOYAmt
EOY	$399,890	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$17,082,579	BOYAmt
EOY	$17,363,971	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$508,568,686	BOYAmt
EOY	$456,478,036	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$12,747	BOYAmt
EOY	$12,998	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	$5,051,890	BOYAmt
EOY	$4,677,986	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$55,000,000	BOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$505,481,481	BOYAmt
EOY	$457,429,904	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,358,506,029	BOYAmt
EOY	$1,190,948,585	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$426,953,191	BOYAmt
EOY	$470,163,232	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$41,491,352	BOYAmt
EOY	$42,377,640	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$52,691,113	BOYAmt
EOY	$53,634,715	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$521,135,656	BOYAmt
EOY	$566,175,587	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,879,641,685	BOYAmt
EOY	$1,757,124,172	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$46,338,580	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,138,491	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$96,517,002	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

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	$614,712	OtherActivitiesAmt
Total Lobbying Expenditures	$614,712	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY

Amounts represent percentage of lobbying expenses included in membership dues paid to the following associations: MA Health and Hospital Association $517,649 American Hospital Association $42,718 Association for Behavioral HealthCare, Inc. $18,349 National Association of Children's Hospitals $11,194 American College of Emergency Physicians $9,579 American College of Cardiology Foundation $4,911 The Society of Thoracic Surgeons $2,347 Association of American Medical Colleges $1,696 340B Health $1,628 American Heart Association $1,200 American Society of Health-System Pharmacists (ASHP) $1,182 Massachusetts Council of Community Hospitals $1,125 North Central MA Chamber of Commerce $567 MA Association of Behavioral Health Systems, Inc. (MABHS) $265 Marlborough Regional Chamber of Commerce $155 American College of Surgeons $97 MA Coalition for the Prevention of Medical Errors $50 Total $614,712

Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY

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	$81,260,948	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$112,462,194	BeginningYearBalanceAmt
Investment Earnings Or Losses	$9,419,969	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,425,190	OtherExpendituresAmt
Administrative Expenses	$2,355,313	AdministrativeExpensesAmt
End Year Balance	$115,101,660	EndYearBalanceAmt

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	$8,659,805	OtherCostOrOtherBasisAmt
Book Value	$8,659,805	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$839,907,621	OtherCostOrOtherBasisAmt
Depreciation	$526,311,948	DepreciationAmt
Book Value	$313,595,673	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$31,656,940	OtherCostOrOtherBasisAmt
Depreciation	$15,668,257	DepreciationAmt
Book Value	$15,988,683	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$414,571,916	OtherCostOrOtherBasisAmt
Depreciation	$317,033,772	DepreciationAmt
Book Value	$97,538,144	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$607,806,418	OtherCostOrOtherBasisAmt
Depreciation	$350,290,931	DepreciationAmt
Book Value	$257,515,487	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$693,297,792	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Units in investment partnership	$170,459,034	F
BENEFICIAL INTEREST IN TRUSTS
INVESTMENT IN QUEST DIAGNOSTICS
INVESTMENT IN SHIELDS PHARMACY HOLDINGS
Funds held in escrow under bond indenture agreements	$75,131,954	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$245,590,988	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (9 entries)

DescDesc	Book ValueBookValueAmt
Other Assets
Beneficial interest in trusts	$68,655,717
Estimated settlements with third-party payors	$35,990,381
Cash Value Life Insurance	$5,292,993
Security Deposits	$15,722
MALPRACTICE TAIL COVERAGE
DUE FROM RELATED PARTIES
RECEIVABLE FROM MEDICAID
CASH SECURITY

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$109,954,813	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDesc	AmtAmt
Accrued pension and postretirement benefit obligations	$221,210,613
Due to University of Massachusetts	$117,696,087
Due to related parties	$66,327,193
Self insured reserves	$1,001,056
Estimated settlements with third-party payors	$41,355,747
Other noncurrent liabilities	$9,839,208
Claims reserve
ACCRUED LT LIABILITIES
LT LIABILITY ARO
ESTIMATED MALPRACTICE COSTS

Field	Value	IRS element (for citing)
Total Liability	$457,429,904	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 $12,998 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 taxable business 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 $675,000 and $315,000 for the years ended September 30, 2018 and 2017, 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 and net investment income, 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 US federal corporate tax rate and federal corporate unrelated business income tax rate from 35% to 21%. The overall impact of the Act remains uncertain and the full impact of the Act will not be known until further regulatory guidance is provided to assist the System with calculating income and excise tax liabilities. The System continues to evaluate the impact of tax reform on the organization. For the years ended September 30, 2018 and 2017, the System had approximately $15,500,000 and $26,992,000 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 2020 through 2035. The deferred tax assets of $9,447,000 were fully reserved as of September 30, 2017, due to the uncertainty regarding use of the deferred tax assets. In compliance with the Tax Cuts and Jobs Act of 2017, enacted in December 2017, the federal components of the deferred tax assets were revalued from 35% to 21%. For the year ended September 30, 2018, the System believes the deferred tax assets of $3,000,000 will be fully utilized and recognized an income tax benefit of the remaining $3,000,000 which has been recorded in supplies and other expense in the accompanying statement 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, 2018.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CNEHA Golf Tournament	Event1Nm
Gross Receipts Event1	$235,584	GrossReceiptsEvent1Amt
Charitable Contri Event1	$157,484	CharitableContriEvent1Amt
Gross Revenue Event1	$78,100	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$33,100	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$43,725	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$48,837	OtherDirectExpensesEvent1Amt
Event2	Marlboro Golf Tournament	Event2Nm
Gross Receipts Event2	$90,163	GrossReceiptsEvent2Amt
Charitable Contri Event2	$65,163	CharitableContriEvent2Amt
Gross Revenue Event2	$25,000	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$2,201	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$12,287	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$10,881	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$13,994	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$43,403	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$28,878	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$14,525	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$0	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$2,997	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$0	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$3,200	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$16,853	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$369,150	GrossReceiptsTotalAmt
Charitable Contributions Tot	$251,525	CharitableContributionsTotAmt
Gross Revenue Total Events	$117,625	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$2,201	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$48,384	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$54,606	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$3,200	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$79,684	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$188,075	DirectExpenseSummaryEventsAmt
Net Income Summary	-$70,450	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)
Total Community Benefit Expns	$26,782,101	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$12,286,925	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$14,495,176	NetCommunityBenefitExpnsAmt
Total Expense	0.0072	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$378,582,419	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$317,585,937	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$60,996,482	NetCommunityBenefitExpnsAmt
Total Expense	0.0304	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$13,249,184	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$13,249,184	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	$418,613,704	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$343,122,046	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$75,491,658	NetCommunityBenefitExpnsAmt
Total Expense	0.0376	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,929,092	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,741,134	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,187,958	NetCommunityBenefitExpnsAmt
Total Expense	0.0011	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$241,159,472	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$134,350,711	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$106,808,761	NetCommunityBenefitExpnsAmt
Total Expense	0.0531	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$62,672,989	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$47,705,443	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$14,967,546	NetCommunityBenefitExpnsAmt
Total Expense	0.0074	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$153,843	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$49,850	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$103,993	NetCommunityBenefitExpnsAmt
Total Expense	0.0001	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,622,864	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$2,622,864	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	$311,538,260	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$187,470,002	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$124,068,258	NetCommunityBenefitExpnsAmt
Total Expense	0.0617	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$730,151,964	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$530,592,048	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$199,559,916	NetCommunityBenefitExpnsAmt
Total Expense	0.0993	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
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)
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)
Total Community Benefit Expns	$12,059	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$12,059	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
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)
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)
Total Community Benefit Expns	$29,488	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$29,488	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$10,000	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$10,000	NetCommunityBenefitExpnsAmt
Total Expense	0.0000	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$160,801	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$57,000	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$103,801	NetCommunityBenefitExpnsAmt
Total Expense	0.0001	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
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	$212,348	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$57,000	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$155,348	NetCommunityBenefitExpnsAmt
Total Expense	0.0001	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$42,163,000	BadDebtExpenseAmt
Bad Debt Expense Attributable	$2,796,242	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$396,673,135	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$463,079,180	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$66,406,045	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	www.umassmemorialhealthcare.org	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	Made Presumptive Elig DetermMadePresumptiveEligDetermInd	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/sites/umass-memorial-hospital/files/Documents/About/Communit	Yes (X)	https://docs.wixstatic.com/ugd/ba131b_d50f500c6c36489ba359b5e4a67d125a.pdf	Yes (X)	Yes (X)	Yes (true)	15	Yes (true)	https://www.umassmemorialhealthcare.org/about-us/community-benefits-program/umass-memor	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)	https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors	Yes (X)	https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors	Yes (X)	https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors	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 (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)	http://www.chna9.com/resources.html	Yes (X)		Yes (true)	17	Yes (true)	www.umassmemorialhealthcare.org/healthalliance-clinton-hospital	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)	https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors	Yes (X)	https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors	Yes (X)	https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors	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 (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)	www.marlboroughhospital.org	Yes (X)	www.mwhealth.org	Yes (X)		Yes (true)	16	Yes (true)	www.umassmemorialhealthcare.org/about-us/community-benefits-program/marlborough-	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)	https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources	Yes (X)	https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources	Yes (X)	https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources	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 (X)	Yes (true)	Yes (X)	false	false

Supplemental Information SupplementalInformationGrp (21 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.
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 16 Facility , 2	Facility , 2 - UMASS MEMORIAL MEDICAL CENTER. Sch H, Part V, Section B, Lines 16 a-c Website for FAP, its application, and its plain language summary: https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors/patient-resources/financial-assistance
Schedule H, Part V, Section B, Line 19d Facility , 1	Facility , 1 - UMass Memorial Medical Center. UMMMC refers accounts to a credit agency when written off as bad debt for further collections. These agencies continue collections without impact to the credit rating.
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, Heywood Healthcare (Athol Hospital, Heywood Hospital), 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.
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. The process included gathering community input through a Community Health Survey to community members, as well as analysis of general data collected from the hospital and publicly available data sources. The process also incorporated a survey component that was available in English, Spanish and Portuguese, as well as 607 respondents in 22 metro west region communities completed a community survey and 150 individuals from multi sector organizations, community stakeholders and residents were engaged in focus groups.
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.
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). Our hospital does not have the available resources to develop initiatives to meet every priority health need identified, which makes collaboration with community agencies critical. The hospital is not currently addressing all chronic conditions due to limited resources.
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.
Schedule H, Part V, Section B, Line 19d Facility , 1	Facility , 1 - Marlborough Hospital. Marlborough engages a third party agency to assist on all self pay accounts at origination. They refer accounts to a credit agency when written off as bad debt for further collections. These agencies continue collections without impact to the credit rating.

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 (22 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 II, Line 2 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 FY2018, 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 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 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 utilized to calculate amounts reported for each line in Part 1, line 7.
Schedule H, Part II Community Building Activities	UMass Memorial Medical Center recognizes Community Building activities as being a part of the "social determinants of health" that impact the health of the community. We invest in 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.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	Bad Debt is calculated utilizing an aged Bad Debt Model. Significant Analysis was reviewed by Revenue Reporting and Patient Accounting that verified the majority of what the Model considers Bad Debt will more than likely be written off as Admin Allowances. Based on the Meditech/Soarian/Ambulance Variance Summary output per payer and review of the other analysis prepared, it was determined and approved that the Provision as a result of the Model should represent only the following reserves: 1) Self Pay 2) FreeCare 3) Guarantor As such, the remaining reserves calculated on all other payers are included in Payment Systems Contractual reserves and Admin Allowance reserves. Bad Debt Recoveries (payments on accounts written off as Bad Debt) are recorded on the Financial statements as a reduction to Bad Debt Expense. Bad Debt Expense of 42,163,000 is net of these recoveries.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	Costing methodology: multiplied the gross patient service revenue by the ratio of costs to charges calculated as reported in hospitals DHCFP 403 Hospital Statement of Costs, Revenues & Statistics. 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 bad debt amounts in community benefits would be to account for those patients who were classified as bad debt expense, 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	Footnote 2, page 10 of Audited Financial Statements: Allowance for Doubtful Accounts Patient accounts receivable are reduced by an allowance for doubtful accounts. In evaluating the collectability of patient accounts receivable, the System analyzes its past history and identifies trends for each of its major categories of revenue (inpatient, outpatient and professional) to estimate the appropriate allowance for doubtful accounts and provision for bad debts. Management regularly reviews data about these major categories of revenue in evaluating the sufficiency of the allowance for doubtful accounts. Throughout the year, the System, after all reasonable collection efforts have been exhausted, will write off the difference between the standard rates (or discounted rates if negotiated) and the amounts actually collected against the allowance for doubtful accounts. In addition to the review of the categories of revenue, management monitors the write offs against established allowances as of a point in time to determine the appropriateness of the underlying assumptions used in estimating the allowance for doubtful accounts. Patient accounts receivable is presented net of an allowance for doubtful accounts of $75,039,000 and $57,869,000 as of September 30, 2018 and 2017, respectively, in the consolidated balance sheets. Management attributes this change in the allowance for doubtful accounts due to a decrease in accounts receivable and improvement in the aging where more current accounts are reflected in the current year. Bad debt expense for nonpatient related accounts receivable is reflected in operating expense on the statements of operations. Patient related bad debt expense is reflected as a reduction in patient service revenue in the statements of operations
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: https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16a URL: https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors; - MARLBOROUGH HOSPITAL: Line 16a URL: https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources;
Schedule H, Part V, Section B, Line 16b FAP Application website	- UMASS MEMORIAL MEDICAL CENTER, INC: Line 16b URL: https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16b URL: https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors; - MARLBOROUGH HOSPITAL: Line 16b URL: https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- UMASS MEMORIAL MEDICAL CENTER, INC: Line 16c URL: https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16c URL: https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors; - MARLBOROUGH HOSPITAL: Line 16c URL: https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources;
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. 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. In addition to conducting the CHNA, Marlborough Hospital assesses the health care needs of the community it serves by working closely with its Community Benefits Advisory Committee (CBAC). Other 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. 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. In addition to conducting the CHNA, Marlborough Hospital assesses the health care needs of the community it serves by working closely with its Community Benefits Advisory Committee (CBAC). Other 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	Financial Counselors, also referred to as Certified Application Counselors (CAC's) are state certified and located on all campus locations. 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, 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 39,873 (July 2017) 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 14,907 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	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. MarlboroughHospital: 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 Medical Center: Our clinical system is comprised of three hospitals which each site having a dedicated Community Benefits staff that works closely with their respective communities in conducting a CHNA, a CHIP and an Implementation Strategy. UMass Memorial HealthAlliance-Clinton Hospital Inc. : Our clinical system is comprised of three hospitals WITH each site having a dedicated Community Benefits staff that works closely with their respective communities in conducting a CHNA, a CHIP and an Implementation Strategy. Marlborough Hospital : Our clinical system is comprised of three hospitals with each site having a dedicated Community Benefits staff that works with their respective communities in conducting a CHNA, a CHIP and an Implementation Strategy.
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 (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
Family Health Center of Worcester Inc
28 Queen Street	Worcester	MA	01610	042485308	501 (c)(3)	$1,082,029	$0	N/A	N/A	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 HlthCtr
650 Lincoln Street	Worcester	MA	01605	042513817	501 (c)(3)	$1,000,002	$0	N/A	N/A	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 Massachusetts
55 Lake Ave N	Worcester	MA	01655	043167352		$6,954,875	$0	N/A	N/A	Support Berkman Diabetes Clinic Endowment Fund-$85,000.; 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. - $69,875; Primary purpose of the academic investment funds is to support the University of Massachusetts Medical School programs. - $6,800,000
Physician Health Services Inc
860 Winter Street	Waltham	MA	02451	223234975	501 (c)(3)	$12,500	$0	N/A	N/A	Support for Caring for Physicians Health Campaign. Physician Health, Inc. is to provide confidential consultation and support to physicians, residents, and medical students- Malpractice captive's portion of the aggregate contribution.
Luk Crisis Center Inc
545 Westminster St	Fitchburg	MA	01420	142483679	501 (c)(3)	$86,974	$0	N/A	N/A	Support for Doyle Community Fund-Opiod Addiction
GAAMHA
208 Coleman Street	Gardner	MA	01440	042437107	501 (c)(3)	$35,818	$0	N/A	N/A	Support for Doyle Community Fund-Opiod Addiction
Community Health Connections Inc
326 Nichols Road	Fitchburg	MA	01420	043452697	501 (c)(3)	$22,100	$0	N/A	N/A	Support for Doyle Community Fund-Opiod Addiction
Our Father's House Inc
PO Box 7251	Fitchburg	MA	01420	222515061	501 (c)(3)	$10,000	$0	N/A	N/A	Support for Doyle Community Fund-Opiod Addiction

Field	Value	IRS element (for citing)
Total501c3 Org	7	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 MA Identifying Diabetes patients and linking with underutilized support to improve care (ID PLUS Care) with quarterly progress and financial reports received to ensure compliance As part of the agreement, the use of the AIF is controlled and monitored jointly by the University and the System. 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. Luk Crisis Center, Inc. As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. GAAMHA As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. Community Health Connections, Inc. As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. Our Father's House, Inc. 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 (52 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, UMM HealthAlliance-Clinton Hospital, Inc. Officer/Dir Various	$300,307	$0	$51,758	$0	$620	$0	$8,000	$0	$29,740	$0	$390,425	$0	$0	$0
Douglas S Brown
Secretary, UMM Medical Center, Inc., Director Various	$0	$578,066	$0	$278,340	$0	$59,819	$0	$143,396	$0	$25,514	$0	$1,085,135	$0	$59,819
Eric W Dickson MD
President & CEO/Director, UMM Health Care, Inc., Director various	$0	$1,164,723	$0	$729,234	$0	$77,660	$0	$225,716	$0	$60,662	$0	$2,257,995	$0	$75,392
John Greenwood
President/Director, UMM Accountable Care Organization, Inc.	$291,286	$0	$87,660	$0	$17,955	$0	$86,197	$0	$25,078	$0	$508,176	$0	$17,955	$0
Cheryl M Lapriore
President/Director, UMM Health Ventures, Inc., Director various	$0	$316,907	$0	$86,470	$0	$25,261	$0	$81,478	$0	$24,015	$0	$534,131	$0	$25,261
Sergio Melgar
EVP/CFO/Treasurer, UMM MEDICAL CENTER, Inc., Officer/Dir various	$0	$717,942	$0	$346,655	$0	$63,433	$0	$156,149	$0	$39,911	$0	$1,324,090	$0	$63,433
Patrick Muldoon
PRESIDENT & CEO UNTIL 1/2018, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	$828,620	$0	$385,978	$0	$58,929	$0	$194,457	$0	$40,601	$0	$1,508,585	$0	$58,929	$0
Steven Roach
President, Marlborough Hospital, Director various	$342,311	$0	$100,657	$0	$35,061	$0	$63,008	$0	$26,569	$0	$567,606	$0	$35,061	$0
Dana E Swenson
President/Director, UMM Realty, Inc.	$0	$245,447	$0	$73,855	$0	$0	$0	$66,438	$0	$23,078	$0	$408,818	$0	$0
Stephen E Tosi MD
President, UMM Med Group, Inc., Director various	$639,593	$0	$308,564	$0	$78,444	$0	$71,461	$0	$30,893	$0	$1,128,955	$0	$78,444	$0
Deborah Weymouth
President, HealthAlliance-Clinton Hospital, Director Various	$405,809	$0	$107,663	$0	$0	$0	$95,016	$0	$32,991	$0	$641,479	$0	$0	$0
Howard Alfred MD
Director, UMM Accountable Care Organization, Inc.	$232,049	$0	$12,553	$0	$0	$0	$7,524	$0	$29,285	$0	$281,411	$0	$0	$0
Peter Bagley MD
Director, UMM Accountable Care Organization, Inc.	$217,956	$0	$181,390	$0	$0	$0	$28,381	$0	$30,065	$0	$457,792	$0	$0	$0
Alan P Brown MD
Director, UMM Behavioral Health System, Inc. & CHL	$186,193	$0	$22,550	$0	$0	$0	$10,807	$0	$25,774	$0	$245,324	$0	$0	$0
Lisa Colombo
Director until 9/30/18, UMM Comm Hospitals Inc.	$334,636	$0	$91,434	$0	$0	$0	$65,416	$0	$24,735	$0	$516,221	$0	$0	$0
William Corbett MD
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	$373,570	$0	$121,907	$0	$42,052	$0	$100,363	$0	$23,078	$0	$660,970	$0	$42,052	$0
Therese Day
Director, UMM Health Ventures, Inc.	$314,369	$0	$94,474	$0	$30,824	$0	$89,775	$0	$24,664	$0	$554,106	$0	$30,824	$0
Kimberly Eisenstock MD
Director, Marlborough Hospital	$222,836	$0	$42,328	$0	$0	$0	$13,259	$0	$26,642	$0	$305,065	$0	$0	$0
R Kevin Ferguson MD
Director, UMM Med Group, Inc.	$225,207	$0	$9,345	$0	$0	$0	$12,136	$0	$29,305	$0	$275,993	$0	$0	$0
Robert W Finberg MD
Director, UMM Medical Center, Inc.	$287,991	$0	$68,175	$0	$56,151	$0	$37,954	$0	$32,799	$0	$483,070	$0	$56,151	$0
David Harlan MD
Director, UMM Accountable Care Organization, Inc.	$148,154	$0	$1,000	$0	$0	$0	$7,970	$0	$29,992	$0	$187,116	$0	$0	$0
Mark Johnson MD
Director, UMM Medical Center, Inc.	$549,649	$0	$33,697	$0	$0	$0	$13,500	$0	$29,432	$0	$626,278	$0	$0	$0
Kathryn Kennedy MD
Director, UMM Med Group, Inc.	$229,054	$0	$39,950	$0	$0	$0	$13,500	$0	$30,327	$0	$312,831	$0	$0	$0
Daniel H Lasser MD
Director, UMM Med Group, Inc. & ACO, INC.	$215,397	$0	$59,891	$0	$0	$0	$32,873	$0	$3,590	$0	$311,751	$0	$0	$0
Shipen Li MD
Director, UMM HealthAlliance-Clinton Hospital, Inc. & CNEHA, INC.	$271,564	$0	$47,479	$0	$0	$0	$13,500	$0	$29,812	$0	$362,355	$0	$0	$0
Jeffrey N Metzmaker MD
Director, UMM Med Group, Inc.	$302,803	$0	$128,735	$0	$0	$0	$13,500	$0	$30,283	$0	$475,321	$0	$0	$0
Dominic Nompleggi MD
Director, UMM Med Group, Inc.	$232,400	$0	$73,225	$0	$0	$0	$13,500	$0	$32,799	$0	$351,924	$0	$0	$0
Daniel O'Leary MD
Director, Coordinated Primary Care, Inc.	$227,558	$0	$37,782	$0	$2,091	$0	$6,827	$0	$4,269	$0	$278,527	$0	$0	$0
Chris Philbin
DIRECTOR UNTIL 9/2018, UMM COMMUNITY HOSPITALS, INC.	$0	$209,518	$0	$51,436	$0	$17,076	$0	$38,604	$0	$26,865	$0	$343,499	$0	$17,076
Katharine Bolland Eshghi
Assistant Secretary, UMM Medical Center, Inc., Officer Various	$0	$335,841	$0	$100,322	$0	$35,332	$0	$73,845	$0	$24,764	$0	$570,104	$0	$35,332
Nicole Gagne
President, Community HealthLink, Inc.	$198,129	$0	$59,963	$0	$0	$0	$21,247	$0	$26,496	$0	$305,835	$0	$0	$0
John Glassburn
Secretary, UMM Community Hospitals, Inc., Officer Various	$0	$176,669	$0	$12,340	$0	$0	$0	$16,096	$0	$23,577	$0	$228,682	$0	$0
Steven McCue
Treasurer, Marlborough Hospital	$187,673	$0	$33,827	$0	$0	$0	$18,703	$0	$389	$0	$240,592	$0	$0	$0
William O'Brien
Secretary, UMBHS, Inc.	$120,344	$0	$8,839	$0	$0	$0	$17,597	$0	$28,348	$0	$175,128	$0	$0	$0
Jeanne Shirshac
Treasurer, UMM Accountable Care Organization, Inc.	$0	$200,679	$0	$48,695	$0	$16,339	$0	$44,327	$0	$24,199	$0	$334,239	$0	$16,339
Francis W Smith
Secretary, UMM Medical Group, Inc., Officer various	$0	$200,874	$0	$17,934	$0	$0	$0	$22,093	$0	$23,077	$0	$263,978	$0	$0
Michele Streeter
Treasurer, UMM Med Group, Inc.	$402,790	$0	$195,469	$0	$24,185	$0	$85,445	$0	$28,352	$0	$736,241	$0	$24,185	$0
James P Cyr
Sr. VP, Operations (UMMMC)	$248,584	$0	$76,167	$0	$25,560	$0	$66,618	$0	$26,865	$0	$443,794	$0	$25,560	$0
Robert Feldmann
VP, Corporate Controller	$0	$284,621	$0	$86,017	$0	$30,563	$0	$73,284	$0	$26,344	$0	$500,829	$0	$30,563
Barbara Fisher
Sr VP, Operations (UMMMC)	$259,510	$0	$78,937	$0	$29,821	$0	$73,299	$0	$25,812	$0	$467,379	$0	$29,821	$0
Bart Metzger
Sr VP, Chief HR Officer	$0	$379,780	$0	$113,958	$0	$152,563	$0	$99,210	$0	$26,861	$0	$772,372	$0	$152,563
John T Randolph
VP, Chief Corporate Compliance	$0	$235,707	$0	$71,589	$0	$0	$0	$61,242	$0	$31,415	$0	$399,953	$0	$0
Alice Shakman
Sr. VP, Operations (UMMMC)	$262,681	$0	$77,923	$0	$29,893	$0	$67,328	$0	$15,528	$0	$453,353	$0	$29,893	$0
Jeffrey A Smith MD
EXECUTIVE VP, COO UNTIL 7/2018	$516,702	$0	$154,983	$0	$27,344	$0	$92,144	$0	$34,849	$0	$826,022	$0	$27,344	$0
Timothy Tarnowski
SR VP, CHIEF INFO OFFICER & CTO	$0	$446,337	$0	$134,120	$0	$45,211	$0	$96,273	$0	$40,289	$0	$762,230	$0	$45,211
David C Ayers MD
PHYSICIAN, CHAIR OF ORTHOPEDICS DEPT - MED GROUP	$646,809	$0	$56,173	$0	$0	$0	$13,500	$0	$29,346	$0	$745,828	$0	$0	$0
Adel Bozorgzadeh MD
PHYSICIAN, DIVISION CHIEF OF TRANSPLANT SURGERY - MED GROUP	$469,129	$0	$246,484	$0	$0	$0	$13,500	$0	$30,249	$0	$759,362	$0	$0	$0
Demetrius Litwin MD
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	$595,586	$0	$197,100	$0	$0	$0	$13,500	$0	$32,799	$0	$838,985	$0	$0	$0
Arno S Sungarian MD
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	$722,280	$0	$11,499	$0	$0	$0	$13,500	$0	$22,319	$0	$769,598	$0	$0	$0
Jennifer Walker MD
PHYSICIAN, DIVISION CHIEF OF CARDIAC SURGERY - MED GROUP	$589,129	$0	$301,000	$0	$0	$0	$13,500	$0	$30,249	$0	$933,878	$0	$0	$0
Margaret Hudlin MD
FORMER KEY EE, CHIEF MED OFFICER/VP PERIOPERATIVE SVCS	$0	$0	$16,184	$0	$468,958	$0	$0	$0	$182	$0	$485,324	$0	$33,380	$0
Douglas Ziedonis MD
FORMER PRESIDENT AND CHAIRPERSON UNTIL 3/8/17, UMBHS, DIRECTOR OF CHL	$100,046	$0	$0	$0	$25,660	$0	$5,243	$0	$13,333	$0	$144,282	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 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 I, Line 4a Severance or change-of-control payment	The following individuals received severance in the reporting period: Included in Sch J Col Biii: Hudlin, Margaret, MD $435,578 Morin, Lynn A. $20,803
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 $35,332 Brown, Douglas S. $59,819 Corbett, William, MD $42,052 Day, Therese $30,824 Dickson, Eric W., MD $75,392 Finberg, Robert W., MD $56,151 Greenwood, John $17,955 Lapriore, Cheryl M. $25,261 Melgar, Sergio $63,433 Muldoon, Patrick $58,929 Philbin, Chris $17,076 Roach, Steven $35,061 Shirshac, Jeanne $16,339 Streeter, Michele $24,185 Tosi, Stephen E., MD $78,444 Subtotal Off, Dir, Trustees $636,253 Key Employees: Cyr, James P. $25,560 Feldmann, Robert $30,563 Fisher, Barbara $29,821 Metzger, Bart $152,563 Shakman, Alice $29,893 Smith, Jeffrey A., MD $27,344 Tarnowski, Timothy $45,211 Subtotal Key Employees $340,955 Former: Hudlin, Margaret, MD $33,380 Subtotal Former $33,380 Total $1,010,588 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): Officers, Directors, Trustees: Colombo, Lisa Gagne, Nicole Swenson, Dana E. Weymouth, Deborah Key Employees: 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	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$1,730,000	$0	$25,725,000	$0	$0	$0	$0	$0	$0	$0	$25,725,000	$0	Yes (true)	false	Yes (true)	Yes (true)
B	$1,980,000	$0	$9,420,000	$0	$0	$0	$78,458	$0	$0	$0	$9,341,542	$0	Yes (true)	false	Yes (true)	Yes (true)
C	$37,580,000	$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	$32,940,000	$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 (14 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, 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	000000000	2013-08-14	$20,000,000	Master Lease: Capital Equipment	false	false	false
Massachusetts Development Finance Agency
B	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
C	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
D	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

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	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$16,854,468	$0	$20,000,723	$0	$0	$0	$36,810	$0	$0	$19,963,913	$0	$0	2013	false	false	Yes (true)	Yes (true)
B	$3,295,000	$0	$194,828,989	$0	$0	$0	$2,529,172	$0	$0	$58,803,582	$130,357,177	$3,139,058		Yes (true)	false	false	Yes (true)
C	$8,514,751	$0	$125,085,627	$0	$0	$0	$341,000	$0	$0	$124,744,627	$0	$0	2017	false	false	Yes (true)	Yes (true)
D	$0	$0	$56,926,833	$0	$0	$0	$1,026,941	$0	$0	$30,174,892	$25,725,000	$0	2018	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	false	Yes (true)	false	false	false	false	false	Yes (true)
B	false	Yes (true)	false	false	false	false	false	false	Yes (true)
C	false	Yes (true)	false	false	Yes (true)	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 K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

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

Issuer Name IssuerName

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

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
CUSIP	57584YAH2	CUSIPNum
Bond Issued	2017-12-27	BondIssuedDt
Issue Price	$118,297,225	IssuePriceAmt
Purpose	Series L: to advance refund bonds issued 8/10/2011; reimburse capital costs of equip & other costs	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$119,459,532	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$26,357,033	RefundingEscrowAmt
Issuance Costs From Proceeds	$1,549,482	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$20,496,270	CapitalExpendituresAmt
Other Spent Proceeds	$657,250	OtherSpentProceedsAmt
Unspent	$70,666,037	UnspentAmt
Current Refunding	false	CurrentRefundingInd
Advance Refunding	Yes (true)	AdvanceRefundingInd
Final Allocation Made	false	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
80 Erdman Way LLC
Entity more than 35% owned by John R. Clementi, Board Director	$113,951	Rental of Property - Expense	false
MA Lung and Allergy PC
Entity more than 35% owned by Kimberly Robinson, MD, Board Director	$228,153	Independent Contractor Arrangement	false
Darlene A Purcell
Family Member of Philip E. Purcell, Board Director	$157,908	Employment Arrangement w/ UMM Medical Center, Inc.	false
Ellen Carlucci
Family Member of Daniel Carlucci, M.D., Board Director	$157,639	Employment Arrangement w/ Marlborough Hospital	false
Elaine Granville RN
Family Member of Cheryl Lapriore, Officer / Board Director	$151,763	Employment Arrangement w/ UMM Medical Center, Inc.	false
Joyce Fingeroth MD
Family Member of Robert W. Finberg, M.D., Board Director	$70,698	Employment Arrangement w/ UMM Medical Group, Inc.	false
Brittany M Paulhus
Family Member of Robert J. Paulhus, Jr., Board Director	$65,594	Employment Arrangement w/ UMM Medical Center, Inc.	false
Substantial Contributor
Substantial Contributor	$10,570,761	Independent Contractor Arrangement	false
Substantial Contributor
Substantial Contributor	$822,532	Independent Contractor Arrangement	false
Substantial Contributor
Substantial Contributor	$152,984	Independent Contractor Arrangement	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (22 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 14 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 $ 87,131,039 including grants of $ 5,000)(Revenue $ 73,970,633) 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, Gerald (Board Member) and Michael Murphy (Board Member) - Business 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 ARE REVIEWED IN DETAIL WITH THE ORGANIZATION'S COMPENSATION COMMITTEE (THAT OVERSEES ALL BOARDS). THE ORGANIZATION'S COMPLIANCE COMMITTEE (THAT OVERSEES ALL BOARDS) 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 2018. All other key personnel were voted on and approved at the annual meeting in December 2017.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	Tier Title Review date: A President, CEO March 2018 B Exec VP/COO UMMMG December 2017 B President, UMMH & CAO/CLO, UMMHC December 2017 B Chief Physician Executive December 2017 B President, Medical Center December 2017 B Exec VP, CFO December 2017 C SVP, Chf of Staff &Chf Mktg Ofc December 2017 C Sr VP, Community Practices December 2017 C VP/Chief Financial Officer Med Center December 2017 C VP, Chief Corporate Compliance December 2017 C VP of Finance/Corp Controller December 2017 C Sr VP, Operations (UMMMC) December 2017 C Sr VP, Operations (UMMMC) December 2017 C Sr VP, Chief Facilities Officer December 2017 C Sr VP, Operations (UMMMC) December 2017 C SVP, Pop Hlth & President, ACO December 2017 C Sr VP, General Counsel-PGL December 2017 C Sr VP, Chief Info Officer & CTO December 2017 C SR VP, CMO-UMMMC December 2017 C Sr VP, Chief HR Officer December 2017 C President, HealthAlliance-Clinton Hospital December 2017 C President, Marlborough Hospital December 2017 C President, Communty HlthLink December 2017
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: 1310263, Related or Exempt Function Revenue: 1310263, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	TRANSFERS TO UNRESTRICTED - REVENUE - 4774915; TRANSFERS TO UNRESTRICTED - PPE - 1125157; PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST - 43031118; TRANSFERS (TO) FROM RELATED PARTIES - 49142569; TRANSFERS TO UNRESTRICTED - EXPENDITURES - -2801464; CHANGE IN BENEFICIAL INTEREST IN TRUSTS - 1244699; MISC. - 8;
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 15 Members of Group exemption number 3642	UMASS MEMORIAL HEALTH CARE, INC. AND AFFILIATES EIN: 91-2155626 FYE: 9/30/2018 306 Belmont Street, Worcester, MA 01604 The Clinton Hospital Association 201 Highland Street, Clinton, MA 01510 EIN: 04-1185520 FYE: 9/30/2018 Marlborough Hospital 157 Union Street, Marlborough, MA 01752 EIN: 04-2104693 FYE: 9/30/2018 UMass Memorial Behavioral Health System, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3374724 FYE: 9/30/2018 UMass Memorial Community Hospitals, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3296271 FYE: 9/30/2018 UMass Memorial Health Ventures, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 22-2605679 FYE: 9/30/2018 UMass Memorial Medical Center, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3358564 FYE: 9/30/2018 UMass Memorial Medical Group, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-2911067 FYE: 9/30/2018 UMass Memorial Realty, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-2805630 FYE: 9/30/2018 Community HealthLink, Inc. 72 Jaques Avenue, Worcester, MA 01610 EIN: 04-2626179 FYE: 9/30/2018 Central New England HealthAlliance, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3172496 FYE: 9/30/2018 Coordinated Primary Care, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3210002 FYE: 9/30/2018 HealthAlliance Home Health and Hospice, Inc. 25 Tucker Road, Leominster, MA 01453 EIN: 04-2932308 FYE: 9/30/2018 UMass Memorial HealthAlliance-Clinton Hospital, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-2103555 FYE: 9/30/2018 UMass Memorial Accountable Care Organization, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 46-2871359 FYE: 9/30/2018
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: OFFICERS: MICHAEL GUSTAFSON, MD PRESIDENT & CEO, UMASS MEMORIAL MEDICAL CENTER, INC SERGIO MELGAR EXEC VP, CFO TREASURER, UMASS MEMORIAL MEDICAL CENTER, INC. DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC SECRETARY, UMASS MEMORIAL MEDICAL CENTER, INC. KATHARINE BOLLAND ESHGHI SR VP, GENERAL COUNSEL-PGL ASSISTANT SECRETARY, UMASS MEMORIAL MEDICAL CENTER, INC. RICHARD SIEGRIST CHAIRPERSON, UMASS MEMORIAL MEDICAL CENTER, INC PATRICK L. MULDOON PRESIDENT, MEDICAL CENTER, UNTIL 1/2018 PRESIDENT & CEO UNTIL 1/2018, UMASS MEMORIAL MEDICAL CENTER, INC DIRECTORS: DAVID L. BENNETT DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. EDWARD J. PARRY, III DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. O. NSIDINANYA OKIKE, MD DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. TERENCE FLOTTE, MD DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. MICHAEL COLLINS, MD DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. EDWARD D'ALELIO DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. PAULETTE SEYMOUR-ROUTE, PH.D. INDEPENDENT CONTRACTOR DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. ROBERT W. FINBERG, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. PAUL KANGAS DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. RICHARD K. BENNETT DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. LYNDA M. YOUNG, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. ERIC W. DICKSON, MD PRESIDENT & CEO DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. PETER KNOX DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. ELVIRA GUARDIOLA DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. RAYMOND PAWLICKI DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. NANCY KANE DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. LESLIE BOVENZI DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. MARK JOHNSON, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. MARY ELLEN MCNAMARA DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL MEDICAL CENTER, INC. HARRIS L. MACNEILL DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL MEDICAL CENTER, INC. JACK WILSON DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL MEDICAL CENTER, INC. ENTITY & EIN#: UMASS MEMORIAL HEALTH VENTURES, INC. #22-2605679 OFFICERS: CHERYL LAPRIORE SVP, CHF OF STAFF &CHF MKTG OFC PRESIDENT & EXECUTIVE DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. SERGIO MELGAR EXEC VP, CFO TREASURER, UMASS MEMORIAL HEALTH VENTURES, INC. FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL CLERK, UMASS MEMORIAL HEALTH VENTURES, INC. PAUL KANGAS CHAIRPERSON, UMASS MEMORIAL HEALTH VENTURES, INC. DIRECTORS: FREDERICK G. CROCKER DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. GERARD P. RICHER DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. CHERYL LAPRIORE SVP, CHF OF STAFF &CHF MKTG OFC DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. ERIC W. DICKSON, MD PRESIDENT & CEO DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. STEVEN ROACH PRESIDENT, MARLBOROUGH HOSPITAL DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. THERESE DAY VP/CHIEF FINANCIAL OFFICER MED CENTER DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. JOHN BUDD DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. ENTITY & EIN#: UMASS MEMORIAL REALTY, INC. #04-2805630 OFFICERS: DANA SWENSON SR VP, CHIEF FACILITIES OFFICER PRESIDENT, UMASS MEMORIAL REALTY, INC. SERGIO MELGAR EXEC VP, CFO TREASURER, UMASS MEMORIAL REALTY, INC. FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL SECRETARY, UMASS MEMORIAL REALTY, INC. DIRECTORS: DIX F. DAVIS DIRECTOR, UMASS MEMORIAL REALTY, INC. DAVID L. BENNETT DIRECTOR, UMASS MEMORIAL REALTY, INC. DANA SWENSON SR VP, CHIEF FACILITIES OFFICER DIRECTOR, UMASS MEMORIAL REALTY, INC. ERIC W. DICKSON, MD PRESIDENT & CEO DIRECTOR, UMASS MEMORIAL REALTY, INC. ENTITY & EIN#: UMASS MEMORIAL MEDICAL GROUP, INC. #04-2911067 OFFICERS: STEPHEN E. TOSI, MD CHIEF PHYSICIAN EXECUTIVE PRESIDENT, UMASS MEMORIAL MEDICAL GROUP, INC. MICHELE STREETER EXEC VP/COO UMMMG TREASURER, UMASS MEMORIAL MEDICAL GROUP, INC. FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL SECRETARY, UMASS MEMORIAL MEDICAL GROUP, INC. LYNDA M. YOUNG, MD PHYSICIAN CHAIRPERSON, UMASS MEMORIAL MEDICAL GROUP, INC. DIRECTORS: HARRIS L. MACNEILL DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. DANIEL LASSER, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. R. KEVIN FERGUSON, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. KATHRYN KENNEDY, MD DIR, CLINICAL MARL HOSP EM DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. TERENCE FLOTTE, MD DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. ERIC W. DICKSON, MD PRESIDENT & CEO DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. JEFFREY N. METZMAKER, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. DOMINIC NOMPLEGGI, MD CHIEF, GASTROENTEROLOGY DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. J. CHRISTOPHER CUTLER, FACHE DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. MARY ELLEN MCNAMARA DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL MEDICAL GROUP, INC. ENTITY & EIN#: UMASS MEMORIAL COMMUNITY HOSPITALS, INC. #04-3296271 OFFICERS: DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC PRESIDENT & CHAIRPERSON, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. SERGIO MELGAR EXEC VP, CFO TREASURER, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. JOHN GLASSBURN ASSOC GEN'L COUNSEL-CORP/BUSIN SECRETARY, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. DIRECTORS: JOHN CLEMENTI DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. WILLIAM MCGRAIL, ESQUIRE DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. FERNANDO CATALINA, MD DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. ERIC W. DICKSON, MD PRESIDENT & CEO DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. SERGIO MELGAR EXEC VP, CFO DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. DEBORAH WEYMOUTH PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. STEVEN ROACH PRESIDENT, MARLBOROUGH HOSPITAL DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. WILLIAM CORBETT, MD SR VP, COMMUNITY PRACTICES DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. MICHAEL D. MURPHY DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. MICHAEL GUSTAFSON, MD PRESIDENT, MEDICAL CENTER DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. JAMES LEARY DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. JACK WILSON, PHD DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. RICHARD SIEGRIST DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. PAUL D'ONFRO DIRECTOR UNTIL 7/11/18, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. CHRISTOPHER PHILBIN VP, GOV'T/COMMUNITY RELATIONS DIRECTOR UNTIL 9/2018, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. LISA COLOMBO SVP, Patient Care Svcs & CNO until 9/30/18 DIRECTOR UNTIL 9/30/18, UMASS MEMORIAL COMMUNITY HOSPITALS, INC.
Part VII Section A Complete list of Group 990 Board Members by entity - Part 2 of 4	ENTITY & EIN#: MARLBOROUGH HOSPITAL #04-2104693 OFFICERS: STEVEN ROACH PRESIDENT, MARLBOROUGH HOSPITAL PRESIDENT, MARLBOROUGH HOSPITAL STEVEN MCCUE CFO MARLBOROUGH HOSPITAL TREASURER, MARLBOROUGH HOSPITAL ANN-MARIA D'AMBRA EXECUTIVE ASSISTANT ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL JOHN GLASSBURN ASSOC GEN'L COUNSEL-CORP/BUSIN SECRETARY, MARLBOROUGH HOSPITAL MICHAEL D. MURPHY CHAIRPERSON, MARLBOROUGH HOSPITAL FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL SECRETARY UNTIL 4/14/18, MARLBOROUGH HOSPITAL DIRECTORS: MICHAEL D. MURPHY VICE CHAIRPERSON, MARLBOROUGH HOSPITAL PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL ANN K. MOLLOY DIRECTOR, MARLBOROUGH HOSPITAL GERARD P. RICHER DIRECTOR, MARLBOROUGH HOSPITAL DANIEL CARLUCCI, MD DIRECTOR, MARLBOROUGH HOSPITAL DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC DIRECTOR, MARLBOROUGH HOSPITAL STEVEN ROACH PRESIDENT, MARLBOROUGH HOSPITAL DIRECTOR, MARLBOROUGH HOSPITAL DAVID WALTON DIRECTOR, MARLBOROUGH HOSPITAL BENJAMIN H. COLONERO JR. DIRECTOR, MARLBOROUGH HOSPITAL VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY EISENSTOCK, MD CHIEF, CLINICAL HOSPITAL MED DIRECTOR, MARLBOROUGH HOSPITAL HABIB A. SIOUFI, ENTITY & EIN#: UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. #04-3374724 OFFICERS: DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC PRESIDENT AND CHAIRPERSON, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC SERGIO MELGAR EXEC VP, CFO TREASURER, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. WILLIAM H. O'BRIEN EXEC DIR, UMMBHS SECRETARY, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTORS: ALAN P. BROWN, MD VICE CHAIR, ADLT PSY CLIN SVCS DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. JOANNE JOHNSON DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. CYNTHIA M. MCMULLEN, ED.D. DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. JOHN SHEA, ESQUIRE DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. CHERYL LAPRIORE SVP, CHF OF STAFF &CHF MKTG OFC DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. SERGIO MELGAR EXEC VP, CFO DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. AMY GRASSETTE DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. JIM NOTARO DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. JESSICA MCGARRY DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. SHELDON BENJAMIN, MD DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. EDWARD MANZI DIRECTOR UNTIL 10/2017, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. PATRICK L. MULDOON PRESIDENT, MEDICAL CENTER, UNTIL 1/2018 DIRECTOR UNTIL 1/2018, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. ENTITY & EIN#: COMMUNITY HEALTHLINK, INC. #04-2626179 OFFICERS: NICOLE GAGNE PRESIDENT, COMMUNITY HEALTHLINK, INC. SERGIO MELGAR EXEC VP, CFO TREASURER, COMMUNITY HEALTHLINK, INC. FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL CLERK, COMMUNITY HEALTHLINK, INC. DIRECTORS: JOHN SHEA, ESQUIRE DIRECTOR, COMMUNITY HEALTHLINK, INC. CYNTHIA M. MCMULLEN, ED.D. DIRECTOR, COMMUNITY HEALTHLINK, INC. ALAN P. BROWN, MD VICE CHAIR, ADLT PSY CLIN SVCS DIRECTOR, COMMUNITY HEALTHLINK, INC. JOANNE JOHNSON DIRECTOR, COMMUNITY HEALTHLINK, INC. DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC DIRECTOR, COMMUNITY HEALTHLINK, INC. CHERYL LAPRIORE SVP, CHF OF STAFF &CHF MKTG OFC DIRECTOR, COMMUNITY HEALTHLINK, INC. SERGIO MELGAR EXEC VP, CFO DIRECTOR, COMMUNITY HEALTHLINK, INC. AMY GRASSETTE DIRECTOR, COMMUNITY HEALTHLINK, INC. JIM NOTARO DIRECTOR, COMMUNITY HEALTHLINK, INC. JESSICA MCGARRY DIRECTOR, COMMUNITY HEALTHLINK, INC. SHELDON BENJAMIN, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. PATRICK L. MULDOON PRESIDENT, MEDICAL CENTER, UNTIL 1/2018 DIRECTOR UNTIL 1/2018, COMMUNITY HEALTHLINK, INC. ENTITY & EIN#: CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. #04-3172496 OFFICERS: DEBORAH WEYMOUTH PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL PRESIDENT, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. JOHN BRONHARD VP CFO HEALTHALLIANCE TREASURER, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL SECRETARY, CENTRAL NEW ENGLAND HEALTHALLIANCE,INC MAUREEN CROTEAU EXECUTIVE ASST, PROJECT MGR ASSISTANT CLERK, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. LYNN A. MORIN EXECUTIVE ASSISTANT ASSISTANT CLERK UNTIL 3/21/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. FERNANDO CATALINA, MD CHAIRPERSON, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTORS: GAIL ALLEN DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. JOHN CLEMENTI DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. ROBERT LESLIE SHELTON, MD DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DONATA MARTIN DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DEBORAH WEYMOUTH PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. CHRISTIE HAGER DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. MICHAEL MAHAN DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. NICHOLAS MERCADANTE, MD DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. SHIPEN LI, MD PHYSICIAN DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. ROBERT BABINEAU, JR., MD DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. WILLIAM CORBETT, MD SR VP, COMMUNITY PRACTICES DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. MICHAEL W. AMES DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. ROBERT J. PAULHUS, JR. DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. NANCY DUPHILY DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. LUIS J. MASEDA DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. PAUL D'ONFRO VICE CHAIRPERSON UNTIL 7/11/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. LESLIE BOVENZI DIRECTOR UNTIL 4/24/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. MICHAEL RIVARD DIRECTOR UNTIL 4/27/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. MARY WHITNEY DIRECTOR UNTIL 4/27/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. ENTITY & EIN#: COORDINATED PRIMARY CARE, INC. #04-3210002 OFFICERS: DEBORAH WEYMOUTH PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL PRESIDENT & CHAIRPERSON, COORDINATED PRIMARY CARE, INC. JOHN BRONHARD VP CFO HEALTHALLIANCE TREASURER, COORDINATED PRIMARY CARE, INC. MAUREEN CROTEAU EXECUTIVE ASST, PROJECT MGR SECRETARY, COORDINATED PRIMARY CARE, INC. LYNN A. MORIN EXECUTIVE ASSISTANT SECRETARY UNTIL 3/21/18, COORDINATED PRIMARY CARE, INC. DIRECTORS: DANIEL J. O'LEARY, MD VP CHIEF MEDICAL OFFICER DIRECTOR, COORDINATED PRIMARY CARE, INC. JOHN BRONHARD VP CFO HEALTHALLIANCE DIRECTOR, COORDINATED PRIMARY CARE, INC. WILLIAM CORBETT, MD SR VP, COMMUNITY PRACTICES DIRECTOR, COORDINATED PRIMARY CARE, INC. PAUL D'ONFRO DIRECTOR UNTIL 7/11/18, COORDINATED PRIMARY CARE, INC. MICHAEL RIVARD DIRECTOR UNTIL 4/27/18, COORDINATED PRIMARY CARE, INC.
Part VII Section A Complete list of Group 990 Board Members by entity - Part 3 of 4	ENTITY & EIN#: HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. #04-2932308 OFFICERS: DEBORAH WEYMOUTH PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL PRESIDENT, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. JOHN BRONHARD VP CFO HEALTHALLIANCE TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LESLIE BOVENZI CHAIRPERSON, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MAUREEN CROTEAU EXECUTIVE ASST, PROJECT MGR SECRETARY, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LYNN A. MORIN EXECUTIVE ASSISTANT SECRETARY UNTIL 3/21/18, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTORS: ANTHONY J. MERCADANTE DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. GAIL ALLEN DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DEBORAH WEYMOUTH PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL 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 DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MICHAEL MAHAN DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MARY WHITNEY DIRECTOR UNTIL 4/27/18, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. PAUL D'ONFRO DIRECTOR UNTIL 7/11/18, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ENTITY & EIN#: UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. #04-2103555 OFFICERS: DEBORAH WEYMOUTH PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL PRESIDENT, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN BRONHARD VP CFO HEALTHALLIANCE TREASURER, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL SECRETARY, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MAUREEN CROTEAU EXECUTIVE ASST, PROJECT MGR ASSISTANT CLERK, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. FERNANDO CATALINA, MD CHAIRPERSON, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. KATHARINE BOLLAND ESHGHI SR VP, GENERAL COUNSEL-PGL SECRETARY UNTIL 3/21/18, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. LYNN A. MORIN EXECUTIVE ASSISTANT ASSISTANT CLERK UNTIL 3/21/18, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTORS: JOHN CLEMENTI DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. LESLIE BOVENZI DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. GAIL ALLEN DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL RIVARD DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT LESLIE SHELTON, MD DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DONATA MARTIN DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DEBORAH WEYMOUTH PRESIDENT, HEALTHALLIANCE-CLINTON HOSPITAL DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MARY WHITNEY DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHRISTIE HAGER DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL MAHAN DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. NICHOLAS MERCADANTE, MD DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. SHIPEN LI, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. NANCY DUPHILY DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. WILLIAM CORBETT, MD SR VP, COMMUNITY PRACTICES DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL W. AMES DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT J. PAULHUS, JR. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. LUIS J. MASEDA DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. PAUL D'ONFRO VICE CHAIRPERSON UNTIL 7/11/18, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. ENTITY & EIN#: UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. #46-2871359: OFFICERS: JOHN GREENWOOD SVP, POP HLTH & PRESIDENT, ACO PRESIDENT, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. JEANNE SHIRSHAC VP, HEALTH POLICY/PUBLIC PROG TREASURER, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL CLERK, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. ERIC W. DICKSON, MD PRESIDENT & CEO CHAIRPERSON, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTORS: HOWARD ALFRED, MD DIR, RENAL DIALYSIS DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. PETER BAGLEY, MD MED DIR, CCU DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. WILLIAM CORBETT, MD SR VP, COMMUNITY PRACTICES DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. JORDAN EISENSTOCK, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. DAVID HARLAN, MD CHIEF, DIABETES-DIR, DIAB COE DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. BARBARA KUPFER DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. DANIEL LASSER, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. LALITA MATTA, MD DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. ANTONIA MCGUIRE DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. STEPHEN E. TOSI, MD CHIEF PHYSICIAN EXECUTIVE DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. JOHN GREENWOOD SVP, POP HLTH & PRESIDENT, ACO DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. ROBERT FISHMAN, DO, FACP DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. ED MOORE DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. FRANK SWEENEY, MD DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. MICHAEL GUSTAFSON, MD PRESIDENT, MEDICAL CENTER DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. MICHAEL PICI, MD DIRECTOR UNTIL 12/31/17, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. PATRICK L. MULDOON PRESIDENT, MEDICAL CENTER, UNTIL 1/2018 DIRECTOR UNTIL 1/2018, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. GROUP 990 KEY EMPLOYEES: JOHN T. RANDOLPH VP, CHIEF CORPORATE COMPLIANCE BARBARA FISHER SR. VP, OPERATIONS (UMMMC) JAMES P. CYR SR. VP, OPERATIONS (UMMMC) ROBERT FELDMANN VP, CORPORATE CONTROLLER TIMOTHY A. TARNOWSKI SR VP, CHIEF INFO OFFICER & CTO BART METZGER SR VP, CHIEF HR OFFICER ALICE A. SHAKMAN SR. VP, OPERATIONS (UMMMC) JEFFREY A. SMITH, MD EXECUTIVE VP, COO UNTIL 7/2018 HIGHEST COMPENSATED EMPLOYEES JENNIFER D. WALKER, MD PHYSICIAN, DIVISION CHIEF OF CARDIAC SURGERY - MED GROUP DEMETRIUS LITWIN, MD PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP SUNGARIAN, ARNO S., MD PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP ADEL BOZORGZADEH, MD PHYSICIAN, DIVISION CHIEF OF TRANSPLANT SURGERY - MED GROUP DAVID C. AYERS, MD PHYSICIAN, CHAIR OF ORTHOPEDICS DEPT - MED GROUP
Part VII Section A Complete list of Group 990 Board Members by entity - Part 4 of 4	FORMER OFFICERS, DIRECTORS AND KEY EMPLOYEES MARGARET HUDLIN, MD FORMER CHIEF MEDICAL OFFICER/VP PERIOPERATIVE SVCS, UNTIL 9/1/16 DOUGLAS ZIEDONIS, MD FORMER PRESIDENT AND CHAIRPERSON UNTIL 3/8/17, UMBHS, DIRECTOR OF CHL
Part VII Section A Various board titles - Part 1 of 3	ALAN P. BROWN, MD VICE CHAIR, ADLT PSY CLIN SVCS DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. AMY GRASSETTE DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. ANN K. MOLLOY DIRECTOR, MARLBOROUGH HOSPITAL ANN-MARIA D'AMBRA EXECUTIVE ASSISTANT ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL ANTHONY J. MERCADANTE DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ANTONIA MCGUIRE DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. BARBARA KUPFER DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. BENJAMIN H. COLONERO JR. DIRECTOR, MARLBOROUGH HOSPITAL BRIAN BOUVIER DIRECTOR, MARLBOROUGH HOSPITAL CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHERYL LAPRIORE SVP, CHF OF STAFF &CHF MKTG OFC PRESIDENT & EXECUTIVE DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. CHRISTIE HAGER DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHRISTOPHER PHILBIN VP, GOV'T/COMMUNITY RELATIONS DIRECTOR UNTIL 9/2018, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. CYNTHIA M. MCMULLEN, ED.D. DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. DANA SWENSON SR VP, CHIEF FACILITIES OFFICER PRESIDENT, UMASS MEMORIAL REALTY, INC. DIRECTOR, UMASS MEMORIAL REALTY, INC. DANIEL CARLUCCI, MD DIRECTOR, MARLBOROUGH HOSPITAL DANIEL J. O'LEARY, MD VP CHIEF MEDICAL OFFICER DIRECTOR, COORDINATED PRIMARY CARE, INC. DANIEL LASSER, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. DAVID HARLAN, MD CHIEF, DIABETES-DIR, DIAB COE DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. DAVID L. BENNETT DIRECTOR, UMASS MEMORIAL REALTY, INC. DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. DAVID WALTON DIRECTOR, MARLBOROUGH HOSPITAL DEBORAH WEYMOUTH PRESIDENT, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. PRESIDENT, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. PRESIDENT & CHAIRPERSON, COORDINATED PRIMARY CARE, INC. PRESIDENT, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIX F. DAVIS DIRECTOR, UMASS MEMORIAL REALTY, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DOMINIC NOMPLEGGI, MD CHIEF, GASTROENTEROLOGY DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. DONATA MARTIN DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DOUGLAS S. BROWN PRESIDENT,UMMH & CAO/CLO,UMMHC PRESIDENT & CHAIRPERSON, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. PRESIDENT AND CHAIRPERSON, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC SECRETARY, UMASS MEMORIAL MEDICAL CENTER, INC. DIRECTOR, MARLBOROUGH HOSPITAL DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. ED MOORE DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. EDWARD D'ALELIO DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. EDWARD J. PARRY, III DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. EDWARD MANZI DIRECTOR UNTIL 10/2017, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. ELVIRA GUARDIOLA DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. ERIC W. DICKSON, MD PRESIDENT & CEO DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. DIRECTOR, UMASS MEMORIAL REALTY, INC. DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. CHAIRPERSON, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. FERNANDO CATALINA, MD DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. CHAIRPERSON, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. CHAIRPERSON, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. FRANCIS HURLEY DIRECTOR UNTIL 8/18, MARLBOROUGH HOSPITAL FRANCIS W. SMITH AVP,ASSOC GENERAL COUNSEL-PGL SECRETARY, UMASS MEMORIAL REALTY, INC. SECRETARY, UMASS MEMORIAL MEDICAL GROUP, INC. SECRETARY UNTIL 4/14/17, MARLBOROUGH HOSPITAL SECRETARY, CENTRAL NEW ENGLAND HEALTHALLIANCE,INC SECRETARY, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. CLERK, UMASS MEMORIAL HEALTH VENTURES, INC. CLERK, COMMUNITY HEALTHLINK, INC. CLERK, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC.
Part VII Section A Various board titles - Part 2 of 3	FRANK SWEENEY, MD DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. FREDERICK G. CROCKER DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. GAIL ALLEN DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. GERARD P. RICHER DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. DIRECTOR, MARLBOROUGH HOSPITAL HABIB A. SIOUFI, MD DIR, AFFILIATED LABS DIRECTOR, MARLBOROUGH HOSPITAL HARRIS L. MACNEILL DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL MEDICAL CENTER, INC. DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. HOWARD ALFRED, MD DIR, RENAL DIALYSIS DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. J. CHRISTOPHER CUTLER, FACHE DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. JACK WILSON, PHD DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL MEDICAL CENTER, INC. DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. JAMES LEARY DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. JEANNE SHIRSHAC VP, HEALTH POLICY/PUBLIC PROG TREASURER, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. JEFFREY N. METZMAKER, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. JESSICA MCGARRY DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. JIM NOTARO DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. JOANNE JOHNSON DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. JOHN BRONHARD VP CFO HEALTHALLIANCE TREASURER, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. TREASURER, COORDINATED PRIMARY CARE, INC. TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. TREASURER, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, COORDINATED PRIMARY CARE, INC. JOHN BUDD DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. JOHN CLEMENTI DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN GLASSBURN ASSOC GEN'L COUNSEL-CORP/BUSIN SECRETARY, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. SECRETARY, MARLBOROUGH HOSPITAL JOHN GREENWOOD SVP, POP HLTH & PRESIDENT, ACO PRESIDENT, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. JOHN SHEA, ESQUIRE DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. JORDAN EISENSTOCK, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. JOSEPH G. LEANDRES DIRECTOR, MARLBOROUGH HOSPITAL KATHARINE BOLLAND ESHGHI SR VP, GENERAL COUNSEL-PGL ASSISTANT SECRETARY, UMASS MEMORIAL MEDICAL CENTER, INC. SECRETARY UNTIL 3/21/18, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. KATHRYN KENNEDY, MD DIR, CLINICAL MARL HOSP EM DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. KIMBERLY EISENSTOCK, MD CHIEF, CLINICAL HOSPITAL MED DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY ROBINSON, MD DIRECTOR, MARLBOROUGH HOSPITAL LALITA MATTA, MD DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. LESLIE BOVENZI DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. DIRECTOR UNTIL 4/24/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHAIRPERSON, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LISA COLOMBO SVP, Patient Care Svcs & CNO until 9/30/18 DIRECTOR UNTIL 9/30/18, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. LUIS J. MASEDA DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. LYNDA M. YOUNG, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. CHAIRPERSON, UMASS MEMORIAL MEDICAL GROUP, INC. LYNN A. MORIN EXECUTIVE ASSISTANT SECRETARY UNTIL 3/21/18, COORDINATED PRIMARY CARE, INC. SECRETARY UNTIL 3/21/18, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ASSISTANT CLERK UNTIL 3/21/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. ASSISTANT CLERK UNTIL 3/21/18, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. LYNNE FARRELL DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MARK JOHNSON, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. MARY ELLEN MCNAMARA DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL MEDICAL CENTER, INC. DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL MEDICAL GROUP, INC. MARY WHITNEY DIRECTOR UNTIL 4/27/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR UNTIL 4/27/18, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MAUREEN CROTEAU EXECUTIVE ASST, PROJECT MGR ASSISTANT CLERK, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. ASSISTANT CLERK, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. SECRETARY, COORDINATED PRIMARY CARE, INC. SECRETARY, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. MICHAEL COLLINS, MD DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC.
Part VII Section A Various board titles - Part 3 of 3	MICHAEL D. MURPHY DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. VICE CHAIRPERSON, MARLBOROUGH HOSPITAL CHAIRPERSON, MARLBOROUGH HOSPITAL MICHAEL GUSTAFSON, MD PRESIDENT, MEDICAL CENTER PRESIDENT & CEO, UMASS MEMORIAL MEDICAL CENTER, INC DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. MICHAEL MAHAN DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL RIVARD DIRECTOR UNTIL 4/27/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR UNTIL 4/27/18, COORDINATED PRIMARY CARE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL W. AMES DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. MICHAEL PICI, MD DIRECTOR UNTIL 12/31/17, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. MICHELE STREETER EXEC VP/COO UMMMG TREASURER, UMASS MEMORIAL MEDICAL GROUP, INC. NANCY DUPHILY DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. NANCY KANE DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. NICHOLAS MERCADANTE, MD DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. NICOLE GAGNE PRESIDENT, COMMUNTY HLTH LINK PRESIDENT, COMMUNITY HEALTHLINK, INC. O. NSIDINANYA OKIKE, MD DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. PATRICK L. MULDOON PRESIDENT, MEDICAL CENTER, UNTIL 1/2018 PRESIDENT & CEO UNTIL 1/2018, UMASS MEMORIAL MEDICAL CENTER, INC DIRECTOR UNTIL 1/2018, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR UNTIL 1/2018, COMMUNITY HEALTHLINK, INC. DIRECTOR UNTIL 1/2018, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. PAUL D'ONFRO DIRECTOR UNTIL 7/11/18, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. VICE CHAIRPERSON UNTIL 7/11/18, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. VICE CHAIRPERSON UNTIL 7/11/18, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR UNTIL 7/11/18, COORDINATED PRIMARY CARE, INC. DIRECTOR UNTIL 7/11/18, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. PAUL KANGAS DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. CHAIRPERSON, UMASS MEMORIAL HEALTH VENTURES, INC. PAULETTE SEYMOUR-ROUTE, PH.D. INDEPENDENT CONTRACTOR DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. PETER BAGLEY, MD MED DIR, CCU DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. PETER KNOX DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL R. KEVIN FERGUSON, MD PHYSICIAN DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. RAYMOND PAWLICKI DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. RICHARD K. BENNETT DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. DIRECTOR, MARLBOROUGH HOSPITAL RICHARD SIEGRIST CHAIRPERSON, UMASS MEMORIAL MEDICAL CENTER, INC DIRECTOR UNTIL 3/7/18, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. ROBERT BABINEAU, JR., MD DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ROBERT FISHMAN, DO, FACP DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. ROBERT J. PAULHUS, JR. DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT LESLIE SHELTON, MD DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. ROBERT W. FINBERG, MD CLINICAL DEPARTMENT CHAIR DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. SERGIO MELGAR EXEC VP, CFO TREASURER, UMASS MEMORIAL MEDICAL CENTER, INC. TREASURER, UMASS MEMORIAL HEALTH VENTURES, INC. TREASURER, UMASS MEMORIAL REALTY, INC. TREASURER, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. TREASURER, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. TREASURER, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. SHELDON BENJAMIN, MD DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. SHIPEN LI, MD PHYSICIAN DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. STEPHEN E. TOSI, MD CHIEF PHYSICIAN EXECUTIVE PRESIDENT, UMASS MEMORIAL MEDICAL GROUP, INC. DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. STEVEN MCCUE CFO MARLBOROUGH HOSPITAL TREASURER, MARLBOROUGH HOSPITAL STEVEN ROACH PRESIDENT, MARLBOROUGH HOSPITAL DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. DIRECTOR, MARLBOROUGH HOSPITAL TERENCE FLOTTE, MD DIRECTOR, UMASS MEMORIAL MEDICAL CENTER, INC. DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC. THERESE DAY VP/CHIEF FINANCIAL OFFICER MED CENTER DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC. VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL WILLIAM CORBETT, MD SR VP, COMMUNITY PRACTICES DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, INC. DIRECTOR UNTIL 3/31/18, MARLBOROUGH HOSPITAL DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. WILLIAM FISCHER DIRECTOR, MARLBOROUGH HOSPITAL WILLIAM H. O'BRIEN EXEC DIR, UMMBHS SECRETARY, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. WILLIAM MCGRAIL, ESQUIRE DIRECTOR, UMASS MEMORIAL COMMUNITY HOSPITALS, 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	11

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	$564,634	$384,043	false	false	0.56
UMASS MEMORIAL HEALTHALLIANCE MRI CENTER LLC
60 HOSPITAL ROAD	LEOMINSTER	MA	01453	043561571	MAGNETIC RESONANCE IMAGING	MA	NA	Related	$847,583	$1,042,021	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 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	$207,446	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	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	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	$429,201	Fair value
HealthAlliance Realty Inc
P	$314,160	Fair value
UMass Memorial HealthAlliance MRI Center LLC
S	$855,000	Fair value
UMass Memorial MRI of Marlborough LLC
S	$615,000	Fair value