2019-08-07T16:00:26-05:00 2018-09-30 350921680 CROWE LLP 175 Powder Forest Drive Simsbury CT 060897902 990 2017-10-01 912155626 UMass Memorial Health Care Inc & Affiliates UMAS 5083340496 306 Belmont Street Worcester MA 01604 Sergio Melgar EVP/CFO/Treasurer 2019-08-07 true Rachel Spurlock P00520729 8606789200 2017 2019-02-21 02:37:17Z Sergio Melgar 306 Belmont Street Worcester MA 01604 2497450236 true true 3642 X www.umassmemorial.org X 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. 161 94 14152 1297 9072631 1604106 13036587 36683858 2415657565 2430122747 16948021 17818191 8957306 10512035 2454599479 2495136831 2148896 9457799 0 0 1264578152 1233250458 7396 0 657001 1177407890 1298767154 2444142334 2541475411 10457145 -46338580 1879641685 1757124172 1358506029 1190948585 521135656 566175587 X 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. false false 1416744850 2459981 1689780392 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 536667604 6800000 390807038 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. 243873928 192818 276447454 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 87131039 5000 73970633 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. 87131039 5000 73970633 2284417421 true true false true false false false true true true true false true true true false true false false false false false false true false true true true false true true false false false false false false false true true true false false false false false true true true true false true 1176 0 true 14152 true true true false false false false true true true false false false X 161 94 true false false false true true true true true false false true true true true true true true true true true MA X Robert Feldmann 5083340496 306 Belmont Street Worcester MA 01604 Leslie Bovenzi Director, UMM Health Care, Inc., Chair, HA Home Health & Hospice, Inc., Dir various 1.0 1.0 X X 0 0 0 John Bronhard Treasurer, UMM HealthAlliance-Clinton Hospital, Inc. Officer/Dir Various 40.0 5.0 X X 352685 0 37740 Douglas S Brown Secretary, UMM Medical Center, Inc., Director Various 5.0 40.0 X X 0 916225 168910 Fernando Catalina MD Chairperson, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 1.0 1.0 X X 0 0 0 Eric W Dickson MD President & CEO/Director, UMM Health Care, Inc., Director various 5.0 40.0 X X 0 1971617 286378 Paul D'Onfro VICE CHAIRPERSON UNTIL 7/11/18, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS 1.0 0 X X 0 0 0 John Greenwood President/Director, UMM Accountable Care Organization, Inc. 40.0 5.0 X X 396901 0 111275 Michael Gustafson MD PRESIDENT & CEO, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS 40.0 0 X X 0 0 0 Paul Kangas Director, UMM Medical Center, Inc., Chair, UMM Health Ventures, Inc., Dir various 1.0 1.0 X X 0 0 0 Cheryl M Lapriore President/Director, UMM Health Ventures, Inc., Director various 5.0 40.0 X X 0 428638 105493 Sergio Melgar EVP/CFO/Treasurer, UMM MEDICAL CENTER, Inc., Officer/Dir various 5.0 40.0 X X 0 1128030 196060 Patrick Muldoon PRESIDENT & CEO UNTIL 1/2018, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS 40.0 5.0 X X 1273527 0 235058 Michael D Murphy Chairperson, Marlborough Hospital, Director various 1.0 0 X X 0 0 0 Steven Roach President, Marlborough Hospital, Director various 40.0 5.0 X X 478029 0 89577 Richard Siegrist Chairperson, UMM MEDICAL CENTER, Inc., Director various 1.0 1.0 X X 0 0 0 Dana E Swenson President/Director, UMM Realty, Inc. 5.0 40.0 X X 0 319302 89516 Stephen E Tosi MD President, UMM Med Group, Inc., Director various 40.0 5.0 X X 1026601 0 102354 Deborah Weymouth President, HealthAlliance-Clinton Hospital, Director Various 40.0 10.0 X X 513472 0 128007 Lynda M Young MD CHAIRPERSON, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS 1.0 1.0 X X 14176 0 0 Howard Alfred MD Director, UMM Accountable Care Organization, Inc. 37.0 0 X 244602 0 36809 Gail Allen Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 1.0 0 X 0 0 0 Michael W Ames Director, UMM HealthAlliance-Clinton Hosp., Inc. 1.0 0 X 0 0 0 Robert Babineau JR MD DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. & CNEHA, INC. 1.0 0 X 0 0 0 Peter Bagley MD Director, UMM Accountable Care Organization, Inc. 27.0 0 X 399346 0 58446 Sheldon Benjamin MD Director, UMM Behavioral Health System, Inc. & CHL 1.0 0 X 0 0 0 David L Bennett Director, UMM Medical Center, Inc., Director Various 1.0 1.0 X 0 0 0 Richard K Bennett Director, UMM Medical Center, Inc., Director Various 1.0 1.0 X 0 0 0 Brian Bouvier DIRECTOR, MARLBOROUGH HOSPITAL 1.0 0 X 0 0 0 Alan P Brown MD Director, UMM Behavioral Health System, Inc. & CHL 31.0 0 X 208743 0 36581 John Budd Director, UMM Health Ventures, Inc. 1.0 0 X 0 0 0 Daniel Carlucci MD Director, Marlborough Hospital 1.0 0 X 0 0 0 John Clementi Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 1.0 0 X 0 0 0 Michael Collins MD Director, UMM Medical Center, Inc. 1.0 1.0 X 0 0 0 Lisa Colombo Director until 9/30/18, UMM Comm Hospitals Inc. 40.0 5.0 X 426070 0 90151 Benjamin H Colonero Jr Director, Marlborough Hospital 1.0 0 X 0 0 0 William Corbett MD Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 40.0 5.0 X 537529 0 123441 Frederick G Crocker Director, UMM Health Ventures, Inc. 1.0 0 X 0 0 0 J Christopher Cutler FACHE Director, UMM Med Group, Inc. 1.0 0 X 0 0 0 Edward D'Alelio Director, UMM Medical Center, Inc. 1.0 1.0 X 0 0 0 Dix F Davis Director, UMM Realty, Inc., Director various 1.0 1.0 X 0 0 0 Therese Day Director, UMM Health Ventures, Inc. 40.0 5.0 X 439667 0 114439 Nancy Duphily Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 1.0 0 X 0 0 0 Jordan Eisenstock MD Director, UMM Accountable Care Organization, Inc. 40.0 0 X 39408 0 1895 Kimberly Eisenstock MD Director, Marlborough Hospital 40.0 0 X 265164 0 39901 Lynne Farrell Director, HealthAlliance Home Health and Hospice, Inc. 1.0 0 X 0 0 0 R Kevin Ferguson MD Director, UMM Med Group, Inc. 40.0 0 X 234552 0 41441 Robert W Finberg MD Director, UMM Medical Center, Inc. 20.0 5.0 X 412317 0 70753 William Fischer Director, Marlborough Hospital 1.0 0 X 0 0 0 Robert Fishman DO FACP Director, UMM Accountable Care Organization, Inc. 1.0 0 X 0 0 0 Terence Flotte MD Director, UMM Medical Center, Inc., Director Various 1.0 1.0 X 0 0 0 Carlos Nicolas Formaggia ESQ Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 1.0 0 X 0 0 0 Amy Grassette Director, UMM Behavioral Health System, Inc. & CHL 1.0 0 X 0 0 0 Elvira Guardiola Director, UMM Medical Center, Inc. 1.0 1.0 X 0 0 0 Christie Hager Director, UMM HealthAlliance-Clinton Hosp. , Inc. & CNEHA, Inc. 1.0 0 X 0 0 0 David Harlan MD Director, UMM Accountable Care Organization, Inc. 20.0 0 X 149154 0 37962 Francis Hurley DIRECTOR UNTIL 8/18, MARLBOROUGH HOSPITAL 1.0 0 X 0 0 0 Joanne Johnson Director, UMM Behavioral Health System, Inc. & CHL 1.0 0 X 0 0 0 Mark Johnson MD Director, UMM Medical Center, Inc. 28.0 5.0 X 583346 0 42932 Nancy Kane Director, UMM Medical Center, Inc. 1.0 1.0 X 0 0 0 Kathryn Kennedy MD Director, UMM Med Group, Inc. 36.0 0 X 269004 0 43827 Peter Knox Director, UMM Medical Center, Inc. 1.0 1.0 X 0 0 0 Barbara Kupfer Director, UMM Accountable Care Organization, Inc. 1.0 0 X 0 0 0 Daniel H Lasser MD Director, UMM Med Group, Inc. & ACO, INC. 20.0 0 X 275288 0 36463 Joseph G Leandres Director, Marlborough Hospital 1.0 0 X 0 0 0 James Leary Director, UMM Community Hospitals, Inc. 1.0 0 X 0 0 0 Shipen Li MD Director, UMM HealthAlliance-Clinton Hospital, Inc. & CNEHA, INC. 40.0 0 X 319043 0 43312 Harris L MacNeill DIRECTOR UNTIL 3/7/18, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS 1.0 1.0 X 0 0 0 Michael Mahan Director, UMM HealthAlliance-Clinton Hosp., Inc., Director Various 1.0 1.0 X 0 0 0 Edward Manzi DIRECTOR UNTIL 10/2017, UMM BEHAVIORAL HEALTH SYSTEM, INC. 1.0 0 X 0 0 0 Donata Martin Director, UMM HealthAlliance-Clinton Hosp. , Inc. & CNEHA, Inc. 1.0 1.0 X 0 0 0 Luis J Maseda Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 1.0 0 X 0 0 0 Lalita Matta MD Director, UMM Accountable Care Organization, Inc. 1.0 0 X 0 0 0 Jessica McGarry Director, UMM Behavioral Health System, Inc. & CHL 1.0 0 X 0 0 0 William McGrail Esquire Director, UMM Community Hospitals, Inc. 1.0 0 X 0 0 0 Antonia McGuire Director, UMM Accountable Care Organization, Inc. 1.0 0 X 0 0 0 Cynthia M McMullen EdD Director, UMM Behavioral Health System, Inc. & CHL 1.0 0 X 0 0 0 Mary Ellen McNamara DIRECTOR UNTIL 3/7/18, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS 1.0 1.0 X 0 0 0 Anthony J Mercadante Director, HealthAlliance Home Health and Hospice, Inc. 1.0 0 X 0 0 0 Nicholas Mercadante MD Director, UMM HealthAlliance-Clinton Hosp. , Inc. & CNEHA, Inc. 1.0 0 X 0 0 0 Jeffrey N Metzmaker MD Director, UMM Med Group, Inc. 29.0 0 X 431538 0 43783 Ann K Molloy Director, Marlborough Hospital 1.0 0 X 0 0 0 Ed Moore Director, UMM Accountable Care Organization, Inc. 1.0 0 X 0 0 0 Dominic Nompleggi MD Director, UMM Med Group, Inc. 29.0 0 X 305625 0 46299 Jim Notaro Director, UMM Behavioral Health System, Inc. & CHL 1.0 0 X 0 0 0 O Nsidinanya Okike MD Director, UMM Medical Center, Inc. 1.0 1.0 X 0 0 0 Daniel O'Leary MD Director, Coordinated Primary Care, Inc. 25.0 0 X 267431 0 11096 Edward J Parry III Director, UMM Medical Center, Inc. 1.0 1.0 X 0 0 0 Robert J Paulhus Jr Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 1.0 0 X 0 0 0 Raymond Pawlicki Director, UMM Medical Center, Inc. 1.0 1.0 X 0 0 0 Chris Philbin DIRECTOR UNTIL 9/2018, UMM COMMUNITY HOSPITALS, INC. 5.0 40.0 X 0 278030 65469 Michael Pici MD DIRECTOR UNTIL 12/31/17, UMM ACCOUNTABLE CARE ORGANIZATION, INC. 1.0 0 X 0 0 0 Philip E Purcell Director, Marlborough Hospital 1.0 0 X 0 0 0 Gerard P Richer Director, Marlborough Hospital, UMM Health Ventures, Inc. 1.0 0 X 0 0 0 Michael Rivard Director, UMM HealthAlliance-Clinton Hosp., Inc., Director various 1.0 0 X 0 0 0 Kimberly Robinson MD Director, Marlborough Hospital 1.0 0 X 0 0 0 Paulette Seymour-Route PhD Director, UMM Medical Center, Inc. 1.0 1.0 X 64400 0 0 Vibha Sharma MD Director, Marlborough Hospital 1.0 0 X 0 0 0 John Shea Esquire Director, UMM Behavioral Health System, Inc. & CHL 1.0 0 X 0 0 0 Robert Leslie Shelton MD Director, UMM HealthAlliance-Clinton Hosp. , Inc. & CNEHA, Inc. 1.0 0 X 0 0 0 Habib A Sioufi MD Director, Clinton Hospital Association 20.0 0 X 108041 0 29634 Frank Sweeney MD Director, UMM Accountable Care Organization, Inc. 1.0 0 X 0 0 0 David Walton Director, Marlborough Hospital 1.0 0 X 0 0 0 Mary Whitney Director, UMM HealthAlliance-Clinton Hosp., Inc., Director various 1.0 0 X 0 0 0 Jack Wilson PhD DIRECTOR UNTIL 3/7/18, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS 1.0 1.0 X 0 0 0 Katharine Bolland Eshghi Assistant Secretary, UMM Medical Center, Inc., Officer Various 5.0 40.0 X 0 471495 98609 Maureen Croteau ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS 40.0 5.0 X 53844 0 27965 Ann-Maria D'Ambra Assistant Secretary, Marlborough Hospital 40.0 0 X 50744 0 25155 Nicole Gagne President, Community HealthLink, Inc. 40.0 5.0 X 258092 0 47743 John Glassburn Secretary, UMM Community Hospitals, Inc., Officer Various 5.0 40.0 X 0 189009 39673 Steven McCue Treasurer, Marlborough Hospital 40.0 0 X 221500 0 19092 Lynn A Morin ASSISTANT CLERK UNTIL 3/21/18, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS 40.0 0 X 94806 0 5577 William O'Brien Secretary, UMBHS, Inc. 40.0 0 X 129183 0 45945 Jeanne Shirshac Treasurer, UMM Accountable Care Organization, Inc. 5.0 40.0 X 0 265713 68526 Francis W Smith Secretary, UMM Medical Group, Inc., Officer various 5.0 40.0 X 0 218808 45170 Michele Streeter Treasurer, UMM Med Group, Inc. 40.0 5.0 X 622444 0 113797 James P Cyr Sr. VP, Operations (UMMMC) 40.0 5.0 X 350311 0 93483 Robert Feldmann VP, Corporate Controller 5.0 40.0 X 0 401201 99628 Barbara Fisher Sr VP, Operations (UMMMC) 40.0 5.0 X 368268 0 99111 Bart Metzger Sr VP, Chief HR Officer 5.0 40.0 X 0 646301 126071 John T Randolph VP, Chief Corporate Compliance 5.0 40.0 X 0 307296 92657 Alice Shakman Sr. VP, Operations (UMMMC) 40.0 5.0 X 370497 0 82856 Jeffrey A Smith MD EXECUTIVE VP, COO UNTIL 7/2018 40.0 5.0 X 699029 0 126993 Timothy Tarnowski SR VP, CHIEF INFO OFFICER & CTO 5.0 40.0 X 0 625668 136562 David C Ayers MD PHYSICIAN, CHAIR OF ORTHOPEDICS DEPT - MED GROUP 33.0 0 X 702982 0 42846 Adel Bozorgzadeh MD PHYSICIAN, DIVISION CHIEF OF TRANSPLANT SURGERY - MED GROUP 32.0 0 X 715613 0 43749 Demetrius Litwin MD PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP 28.0 0 X 792686 0 46299 Arno S Sungarian MD PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP 40.0 0 X 733779 0 35819 Jennifer Walker MD PHYSICIAN, DIVISION CHIEF OF CARDIAC SURGERY - MED GROUP 30.0 0 X 890129 0 43749 Margaret Hudlin MD FORMER KEY EE, CHIEF MED OFFICER/VP PERIOPERATIVE SVCS 0 0 X 485142 0 182 Douglas Ziedonis MD FORMER PRESIDENT AND CHAIRPERSON UNTIL 3/8/17, UMBHS, DIRECTOR OF CHL 0.0 0 X 125706 0 18576 17700414 8167333 4190835 2700 true true false UMASS MEMORIAL SHIELDS PHARMACY P O Box 417648 Boston MA 022417648 Management Service 28115989 NORDIC CONSULTING PARTNERS INC 740 Regent St Suite 400 Madison WI 53715 Consulting Service 24732577 MEDASSETS SUPPLY CHAIN SYS LLC 5543 Legacy Drive Plano TX 75024 Supply Chain Services 19301505 CUMBERLAND CONSULTING GRP LLC 720 Cool Springs Blvd Ste 550 Franklin TN 37067 Consulting Service 9550260 MMY CONSULTING INC 5719 Lawton Loop East Dr Ste 103 Indianapolis IN 46216 Consulting Service 9016854 159 X 150608 251525 400388 31896012 3985325 5340 36683858 Net Patient Service Revenue 622110 2081966914 2078806476 3160438 Medical Supplemental Funds 622110 220982584 220982584 Contract Revenue 622110 79184867 79184867 All Other Program Service Revenue 622110 22229237 22229237 Joint Venture Income 622110 24448882 18553688 5895194 1310263 1310263 0 0 2430122747 17825832 16999 17808833 2617935 1973852 644083 0 644083 644083 54773 89064 55000 96478 -227 -7414 -7641 -7641 117625 251525 188075 -70450 -70450 Cafeteria Income 722514 6243486 6243486 All Other Revenue 622110 3694916 3694916 0 0 0 0 9938402 2495136831 2431005517 9072631 18374825 9457799 9457799 14678808 8978251 5700557 603602 445963 157639 952116828 929800431 22059984 256413 76734505 74748695 1975935 9875 122045996 118241287 3762273 42436 67070719 64966411 2072024 32284 32273991 32273991 205234 205234 117984 117984 614712 614712 490066 220889 269177 190669383 184222876 6317504 129003 393332 389133 3741 458 19586181 17392952 2186312 6917 3136609 2527842 608767 79113778 77540820 1572643 315 2083883 82183 2001700 1304508 1304508 16648384 16648384 86894454 86012968 881486 30546608 29987949 558659 Medical Supplies 315478899 314904645 574066 188 System Allocation Expense 337602234 137939838 199662396 Medical Education Services 154241292 154241292 Federal & State Income Taxes 787300 787300 26578322 21990810 4566039 21473 2541475411 2284417421 256400989 657001 105661129 58959457 78607060 200030362 120256 136208 252782227 281625994 0 0 82916 75417 37143264 41002269 10267396 13994263 1902602700 1209304908 663594421 693297792 95110890 29086056 368847417 245590988 16696196 83370553 0 250728513 109954813 1879641685 1757124172 267005994 254585800 302652 399890 17082579 17363971 508568686 456478036 12747 12998 0 5051890 4677986 55000000 505481481 457429904 1358506029 1190948585 X 426953191 470163232 41491352 42377640 52691113 53634715 521135656 566175587 1879641685 1757124172 X -46338580 -5138491 96517002 X X false true X true true true X false false false false false false false false true 614712 614712 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Amounts represent percentage of lobbying expenses included in membership dues paid to the following associations: 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 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 true X 81260948 961201 3556343 4334733 81443759 78913132 3536295 3401567 4590046 81260948 117475856 174883 5899351 44636958 78913132 115101660 5757118 -2182362 1200560 117475856 112462194 9419969 4425190 2355313 115101660 0.0 0.66 0.34 true true true 8659805 8659805 839907621 526311948 313595673 31656940 15668257 15988683 414571916 317033772 97538144 607806418 350290931 257515487 693297792 Units in investment partnership 170459034 F BENEFICIAL INTEREST IN TRUSTS INVESTMENT IN QUEST DIAGNOSTICS INVESTMENT IN SHIELDS PHARMACY HOLDINGS Funds held in escrow under bond indenture agreements 75131954 F 245590988 Other Assets Beneficial interest in trusts 68655717 Estimated settlements with third-party payors 35990381 Cash Value Life Insurance 5292993 Security Deposits 15722 MALPRACTICE TAIL COVERAGE DUE FROM RELATED PARTIES RECEIVABLE FROM MEDICAID CASH SECURITY 109954813 0 Accrued pension and postretirement benefit obligations 221210613 Due to University of Massachusetts 117696087 Due to related parties 66327193 Self insured reserves 1001056 Estimated settlements with third-party payors 41355747 Other noncurrent liabilities 9839208 Claims reserve ACCRUED LT LIABILITIES LT LIABILITY ARO ESTIMATED MALPRACTICE COSTS 457429904 X 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. CNEHA Golf Tournament 235584 157484 78100 0 0 33100 43725 0 48837 Marlboro Golf Tournament 90163 65163 25000 0 2201 12287 10881 0 13994 2 43403 28878 14525 0 0 2997 0 3200 16853 369150 251525 117625 0 2201 48384 54606 3200 79684 188075 -70450 true true X true X true X 600 true true true false true true 26782101 12286925 14495176 0.0072 378582419 317585937 60996482 0.0304 13249184 13249184 0 0.0 0 0 418613704 343122046 75491658 0.0376 4929092 2741134 2187958 0.0011 241159472 134350711 106808761 0.0531 62672989 47705443 14967546 0.0074 153843 49850 103993 0.0001 2622864 2622864 0 0.0 0 0 311538260 187470002 124068258 0.0617 0 0 730151964 530592048 199559916 0.0993 0 0 0 0.0 0 0 0 0.0 12059 0 12059 0.0000 0 0 0 0.0 0 0 0 0.0 29488 0 29488 0.0000 10000 0 10000 0.0000 160801 57000 103801 0.0001 0 0 0 0.0 0 0 212348 57000 155348 0.0001 true 42163000 2796242 396673135 463079180 -66406045 X true true 3 1 UMASS MEMORIAL MEDICAL CENTER INC 55 LAKE AVE 119 BELMONT STREET WORCESTER MA 01605 www.umassmemorialhealthcare.org V111 X X X X X X 2 UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC 60 HOSPITAL ROAD LEOMINSTER MA 01453 www.umassmemorialhealthcare.org/healthalliance-clinton-hospital VWPE X X X X 3 MARLBOROUGH HOSPITAL 157 UNION STREET MARLBOROUGH MA 01752 www.umassmemorialhealthcare.org/marlborough-hospital 2103 X X X X UMASS MEMORIAL MEDICAL CENTER INC 1 false false true X X X X X X X X X 17 true false true true X https://www.umassmemorialhealthcare.org/sites/umass-memorial-hospital/files/Documents/About/Communit X https://docs.wixstatic.com/ugd/ba131b_d50f500c6c36489ba359b5e4a67d125a.pdf X X true 15 true https://www.umassmemorialhealthcare.org/about-us/community-benefits-program/umass-memor false true X 200.0 600.0 X X true true X X X true X https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors X https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors X https://www.umassmemorialhealthcare.org/umass-memorial-medical-center/patients-visitors X X X X X X X true X false X X X X true X false false UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC 2 false false true X X X X X X X X X 17 true false true true X https://www.umassmemorialhealthcare.org/about-us/community-benefits-program/healthalliance-clinton-h X http://www.chna9.com/resources.html X true 17 true www.umassmemorialhealthcare.org/healthalliance-clinton-hospital false true X 200.0 600.0 X X true true X X X true X https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors X https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors X https://www.umassmemorialhealthcare.org/healthalliance-clinton-hospital/patients-visitors X X X X X X X true X false X X X X true X false false MARLBOROUGH HOSPITAL 3 false false true X X X X X X X X X 16 true true true true X www.marlboroughhospital.org X www.mwhealth.org X true 16 true www.umassmemorialhealthcare.org/about-us/community-benefits-program/marlborough- false true X 200.0 600.0 X X true true X X X true X https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources X https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources X https://www.umassmemorialhealthcare.org/marlborough-hospital/patients-visitors/patient-resources X X X X X X X true X false X X X X true X false false 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. 4 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 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 true Family Health Center of Worcester Inc 28 Queen Street Worcester MA 01610 042485308 501 (c)(3) 1082029 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) 1000002 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 6954875 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) 12500 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) 86974 0 N/A N/A Support for Doyle Community Fund-Opiod Addiction GAAMHA 208 Coleman Street Gardner MA 01440 042437107 501 (c)(3) 35818 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) 22100 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) 10000 0 N/A N/A Support for Doyle Community Fund-Opiod Addiction 7 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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. X X X X X true true false false false false false false false John Bronhard Treasurer, UMM HealthAlliance-Clinton Hospital, Inc. Officer/Dir Various 300307 0 51758 0 620 0 8000 0 29740 0 390425 0 0 0 Douglas S Brown Secretary, UMM Medical Center, Inc., Director Various 0 578066 0 278340 0 59819 0 143396 0 25514 0 1085135 0 59819 Eric W Dickson MD President & CEO/Director, UMM Health Care, Inc., Director various 0 1164723 0 729234 0 77660 0 225716 0 60662 0 2257995 0 75392 John Greenwood President/Director, UMM Accountable Care Organization, Inc. 291286 0 87660 0 17955 0 86197 0 25078 0 508176 0 17955 0 Cheryl M Lapriore President/Director, UMM Health Ventures, Inc., Director various 0 316907 0 86470 0 25261 0 81478 0 24015 0 534131 0 25261 Sergio Melgar EVP/CFO/Treasurer, UMM MEDICAL CENTER, Inc., Officer/Dir various 0 717942 0 346655 0 63433 0 156149 0 39911 0 1324090 0 63433 Patrick Muldoon PRESIDENT & CEO UNTIL 1/2018, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS 828620 0 385978 0 58929 0 194457 0 40601 0 1508585 0 58929 0 Steven Roach President, Marlborough Hospital, Director various 342311 0 100657 0 35061 0 63008 0 26569 0 567606 0 35061 0 Dana E Swenson President/Director, UMM Realty, Inc. 0 245447 0 73855 0 0 0 66438 0 23078 0 408818 0 0 Stephen E Tosi MD President, UMM Med Group, Inc., Director various 639593 0 308564 0 78444 0 71461 0 30893 0 1128955 0 78444 0 Deborah Weymouth President, HealthAlliance-Clinton Hospital, Director Various 405809 0 107663 0 0 0 95016 0 32991 0 641479 0 0 0 Howard Alfred MD Director, UMM Accountable Care Organization, Inc. 232049 0 12553 0 0 0 7524 0 29285 0 281411 0 0 0 Peter Bagley MD Director, UMM Accountable Care Organization, Inc. 217956 0 181390 0 0 0 28381 0 30065 0 457792 0 0 0 Alan P Brown MD Director, UMM Behavioral Health System, Inc. & CHL 186193 0 22550 0 0 0 10807 0 25774 0 245324 0 0 0 Lisa Colombo Director until 9/30/18, UMM Comm Hospitals Inc. 334636 0 91434 0 0 0 65416 0 24735 0 516221 0 0 0 William Corbett MD Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 373570 0 121907 0 42052 0 100363 0 23078 0 660970 0 42052 0 Therese Day Director, UMM Health Ventures, Inc. 314369 0 94474 0 30824 0 89775 0 24664 0 554106 0 30824 0 Kimberly Eisenstock MD Director, Marlborough Hospital 222836 0 42328 0 0 0 13259 0 26642 0 305065 0 0 0 R Kevin Ferguson MD Director, UMM Med Group, Inc. 225207 0 9345 0 0 0 12136 0 29305 0 275993 0 0 0 Robert W Finberg MD Director, UMM Medical Center, Inc. 287991 0 68175 0 56151 0 37954 0 32799 0 483070 0 56151 0 David Harlan MD Director, UMM Accountable Care Organization, Inc. 148154 0 1000 0 0 0 7970 0 29992 0 187116 0 0 0 Mark Johnson MD Director, UMM Medical Center, Inc. 549649 0 33697 0 0 0 13500 0 29432 0 626278 0 0 0 Kathryn Kennedy MD Director, UMM Med Group, Inc. 229054 0 39950 0 0 0 13500 0 30327 0 312831 0 0 0 Daniel H Lasser MD Director, UMM Med Group, Inc. & ACO, INC. 215397 0 59891 0 0 0 32873 0 3590 0 311751 0 0 0 Shipen Li MD Director, UMM HealthAlliance-Clinton Hospital, Inc. & CNEHA, INC. 271564 0 47479 0 0 0 13500 0 29812 0 362355 0 0 0 Jeffrey N Metzmaker MD Director, UMM Med Group, Inc. 302803 0 128735 0 0 0 13500 0 30283 0 475321 0 0 0 Dominic Nompleggi MD Director, UMM Med Group, Inc. 232400 0 73225 0 0 0 13500 0 32799 0 351924 0 0 0 Daniel O'Leary MD Director, Coordinated Primary Care, Inc. 227558 0 37782 0 2091 0 6827 0 4269 0 278527 0 0 0 Chris Philbin DIRECTOR UNTIL 9/2018, UMM COMMUNITY HOSPITALS, INC. 0 209518 0 51436 0 17076 0 38604 0 26865 0 343499 0 17076 Katharine Bolland Eshghi Assistant Secretary, UMM Medical Center, Inc., Officer Various 0 335841 0 100322 0 35332 0 73845 0 24764 0 570104 0 35332 Nicole Gagne President, Community HealthLink, Inc. 198129 0 59963 0 0 0 21247 0 26496 0 305835 0 0 0 John Glassburn Secretary, UMM Community Hospitals, Inc., Officer Various 0 176669 0 12340 0 0 0 16096 0 23577 0 228682 0 0 Steven McCue Treasurer, Marlborough Hospital 187673 0 33827 0 0 0 18703 0 389 0 240592 0 0 0 William O'Brien Secretary, UMBHS, Inc. 120344 0 8839 0 0 0 17597 0 28348 0 175128 0 0 0 Jeanne Shirshac Treasurer, UMM Accountable Care Organization, Inc. 0 200679 0 48695 0 16339 0 44327 0 24199 0 334239 0 16339 Francis W Smith Secretary, UMM Medical Group, Inc., Officer various 0 200874 0 17934 0 0 0 22093 0 23077 0 263978 0 0 Michele Streeter Treasurer, UMM Med Group, Inc. 402790 0 195469 0 24185 0 85445 0 28352 0 736241 0 24185 0 James P Cyr Sr. VP, Operations (UMMMC) 248584 0 76167 0 25560 0 66618 0 26865 0 443794 0 25560 0 Robert Feldmann VP, Corporate Controller 0 284621 0 86017 0 30563 0 73284 0 26344 0 500829 0 30563 Barbara Fisher Sr VP, Operations (UMMMC) 259510 0 78937 0 29821 0 73299 0 25812 0 467379 0 29821 0 Bart Metzger Sr VP, Chief HR Officer 0 379780 0 113958 0 152563 0 99210 0 26861 0 772372 0 152563 John T Randolph VP, Chief Corporate Compliance 0 235707 0 71589 0 0 0 61242 0 31415 0 399953 0 0 Alice Shakman Sr. VP, Operations (UMMMC) 262681 0 77923 0 29893 0 67328 0 15528 0 453353 0 29893 0 Jeffrey A Smith MD EXECUTIVE VP, COO UNTIL 7/2018 516702 0 154983 0 27344 0 92144 0 34849 0 826022 0 27344 0 Timothy Tarnowski SR VP, CHIEF INFO OFFICER & CTO 0 446337 0 134120 0 45211 0 96273 0 40289 0 762230 0 45211 David C Ayers MD PHYSICIAN, CHAIR OF ORTHOPEDICS DEPT - MED GROUP 646809 0 56173 0 0 0 13500 0 29346 0 745828 0 0 0 Adel Bozorgzadeh MD PHYSICIAN, DIVISION CHIEF OF TRANSPLANT SURGERY - MED GROUP 469129 0 246484 0 0 0 13500 0 30249 0 759362 0 0 0 Demetrius Litwin MD PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP 595586 0 197100 0 0 0 13500 0 32799 0 838985 0 0 0 Arno S Sungarian MD PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP 722280 0 11499 0 0 0 13500 0 22319 0 769598 0 0 0 Jennifer Walker MD PHYSICIAN, DIVISION CHIEF OF CARDIAC SURGERY - MED GROUP 589129 0 301000 0 0 0 13500 0 30249 0 933878 0 0 0 Margaret Hudlin MD FORMER KEY EE, CHIEF MED OFFICER/VP PERIOPERATIVE SVCS 0 0 16184 0 468958 0 0 0 182 0 485324 0 33380 0 Douglas Ziedonis MD FORMER PRESIDENT AND CHAIRPERSON UNTIL 3/8/17, UMBHS, DIRECTOR OF CHL 100046 0 0 0 25660 0 5243 0 13333 0 144282 0 0 0 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. A Massachusetts Development Finance Agency 043431814 000000000 2017-03-28 25725000 Series F: to refund (reissue) bonds originally issued 5/22/2009 and reissued 5/21/2015 false false false B Massachusetts Health and Educational Facilities Authority 042456011 000000000 2009-11-24 9420000 Series A (Marlborough): to current refund debt issued 8/14/2009 false false false C Massachusetts Health and Educational Facilities Authority 042456011 57586EVD0 2010-05-27 61833656 Series G: to current refund bonds issued 11/18/1992 and 7/1/2005 false false false D Massachusetts Development Finance Agency 043431814 57583UHB7 2011-08-10 92293778 Series H: to current refund bonds issued 12/2/1998, 12/9/1998, and 5/24/2001 true false false A 1730000 0 25725000 0 0 0 0 0 0 0 25725000 0 true false true true B 1980000 0 9420000 0 0 0 78458 0 0 0 9341542 0 true false true true C 37580000 0 61833656 0 0 0 1099039 0 0 0 60734617 0 true false true true D 32940000 23900000 92293778 0 0 0 1235315 0 0 0 91058463 0 true false true true A false false false false 0.0 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true C false false false false 0.0 0.0 0.0 false false true D false false false false 0.0 0.0 0.0 false false true A false true false false true false false false true B false false true false true false false false true C false false false true false false false false true D false false true false false false false false true A true B true C true D true 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 A Massachusetts Development Finance Agency 043431814 000000000 2013-08-14 20000000 Master Lease: Capital Equipment false false false B Massachusetts Development Finance Agency 043431814 57584XKB6 2016-02-02 194086349 Series I: to current refund of bonds issued 12/9/1998 and 8/18/2005; supporting various acquisitions false false false C Massachusetts Development Finance Agency 043431814 000000000 2016-12-07 125000000 Series J/Master Lease: purchase and implement new electronic medical record and billing system false false false D Massachusetts Development Finance Agency 043431814 57584XF63 2017-02-01 56751941 Series K: to refund (reissue) bonds orig. issued 5/22/2009 & reissued 5/21/2015; reimburse equip false false false A 16854468 0 20000723 0 0 0 36810 0 0 19963913 0 0 2013 false false true true B 3295000 0 194828989 0 0 0 2529172 0 0 58803582 130357177 3139058 true false false true C 8514751 0 125085627 0 0 0 341000 0 0 124744627 0 0 2017 false false true true D 0 0 56926833 0 0 0 1026941 0 0 30174892 25725000 0 2018 true false true true A false false false false 0.0 0.0 0.0 false false true B false false false false 0.0 0.0 0.0 false false true C false false false false 0.0 0.0 0.0 false false true D false false false false 0.0 0.0 0.0 false false true A false false true false false false false false true B false true false false false false false false true C false true false false true false false false true D false true false false false false false false true A true B true C true D true A Massachusetts Development Finance Agency 043431814 57584YAH2 2017-12-27 118297225 Series L: to advance refund bonds issued 8/10/2011; reimburse capital costs of equip & other costs false false false A 0 0 119459532 0 0 26357033 1549482 0 0 20496270 657250 70666037 false true false true A false false false false 0.0 0.0 0.0 false false true A false true false false false false false false true A true 80 Erdman Way LLC Entity more than 35% owned by John R. Clementi, Board Director 113951 Rental of Property - Expense false MA Lung and Allergy PC Entity more than 35% owned by Kimberly Robinson, MD, Board Director 228153 Independent Contractor Arrangement false Darlene A Purcell Family Member of Philip E. Purcell, Board Director 157908 Employment Arrangement w/ UMM Medical Center, Inc. false Ellen Carlucci Family Member of Daniel Carlucci, M.D., Board Director 157639 Employment Arrangement w/ Marlborough Hospital false Elaine Granville RN Family Member of Cheryl Lapriore, Officer / Board Director 151763 Employment Arrangement w/ UMM Medical Center, Inc. false Joyce Fingeroth MD Family Member of Robert W. Finberg, M.D., Board Director 70698 Employment Arrangement w/ UMM Medical Group, Inc. false Brittany M Paulhus Family Member of Robert J. Paulhus, Jr., Board Director 65594 Employment Arrangement w/ UMM Medical Center, Inc. false Substantial Contributor Substantial Contributor 10570761 Independent Contractor Arrangement false Substantial Contributor Substantial Contributor 822532 Independent Contractor Arrangement false Substantial Contributor Substantial Contributor 152984 Independent Contractor Arrangement false 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. 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) 11 na false UMASS MEMORIAL MRI OF MALRBOROUGH LLC 157 UNION STREET MARLBOROUGH MA 01752 202293995 MAGNETIC RESONANCE IMAGING MA MARLBOROUGH HOSPITAL Related 564634 384043 false false 0.56 UMASS MEMORIAL HEALTHALLIANCE MRI CENTER LLC 60 HOSPITAL ROAD LEOMINSTER MA 01453 043561571 MAGNETIC RESONANCE IMAGING MA NA Related 847583 1042021 false false 0.6 MEMORIAL OFFICE CONDOMIUM TRUST 306 BELMONT STREET WORCESTER MA 01604 046616900 CONDOMINIUM ASSOCIATION MA UMASS MEMORIAL REALTY INC Trust 207446 0.5369 false Commonwealth Professional Assurance Company Ltd P O Box 1051 GT Grand Cayman, CJ KY11102 980226143 Insurance CJ NA C Corporation false false false false false false false false false false true false false false false false true false false true HealthAlliance Realty Inc K 429201 Fair value HealthAlliance Realty Inc P 314160 Fair value UMass Memorial HealthAlliance MRI Center LLC S 855000 Fair value UMass Memorial MRI of Marlborough LLC S 615000 Fair value