UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
Tax period: 2010-10-01 to 2011-09-30
Filed: 2012-08-06
IRS object ID: 201242199349301254
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-06T14:44:10-05:00	Timestamp
Tax Period End Date	2011-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FEELEY & DRISCOLL PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 PORTLAND STREET	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02114	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	912155626	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UMASS MEMORIAL HEALTH CARE INC	BusinessNameLine1
Business Name Line2	& AFFILIATES - GROUP RETURN	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	UMAS	NameControl
Phone	5088561104	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	328 SHREWSBURY STREET	AddressLine1
City	WORCESTER	City
State	MA	State
ZIP Code	01604	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TODD A KEATING	Name
Title	TREASURER/CFO	Title
Phone	5088561104	Phone
Date Signed	2012-07-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ALAN GAROFALO	Name
Phone	6177427788	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	TODD A KEATING	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	328 SHREWSBURY STREET	AddressLine1
City	WORCESTER	City
State	MA	State
ZIP Code	01604	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2892357181	GrossReceipts
Group Return For Affiliates	1	GroupReturnForAffiliates
All Affiliates Included	1	AllAffiliatesIncluded
Group Exemption Number	3642	GroupExemptionNumber
Organization501c3	X	Organization501c3
Web Site	WWW.UMASSMEMORIAL.ORG	WebSite
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	204	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	108	NbrIndependentVotingMembers
Total Nbr Employees	16705	TotalNbrEmployees
Total Nbr Volunteers	1323	TotalNbrVolunteers
Total Gross UBI	41960974	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	15161118	ContributionsGrantsPriorYear
Contributions Grants Current Year	15191447	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	2521334903	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2528300113	ProgramServiceRevenueCY
Investment Income Prior Year	8545452	InvestmentIncomePriorYear
Investment Income Current Year	18774670	InvestmentIncomeCurrentYear
Other Revenue Prior Year	49436143	OtherRevenuePriorYear
Other Revenue Current Year	51218788	OtherRevenueCurrentYear
Total Revenue Prior Year	2594477616	TotalRevenuePriorYear
Total Revenue Current Year	2613485018	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2060000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2064000	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1173766137	SalariesEtcPriorYear
Salaries Etc Current Year	1213599587	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	2082186	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	1602995	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2542608	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1350886524	OtherExpensePriorYear
Other Expenses Current Year	1351659364	OtherExpensesCurrentYear
Total Expenses Prior Year	2528794847	TotalExpensesPriorYear
Total Expenses Current Year	2568925946	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	65682769	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	44559072	RevenuesLessExpensesCY
Total Assets BOY	1964348828	TotalAssetsBOY
Total Assets EOY	1872279772	TotalAssetsEOY
Total Liabilities BOY	1317539288	TotalLiabilitiesBOY
Total Liabilities EOY	1275306773	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	646809540	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	596972999	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	UMASS MEMORIAL HEATLH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	1081573856	Expense
Grants	2000000	Grants
Revenue	1320415698	Revenue
Description	UMASS MEMORIAL MEDICAL CENTERUMASS 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.FY2011 KEY STATISTICS - TOTAL DISCHARGES: 42,727 TOTAL SURGICAL CASES: 30,536 TOTAL ER VISITS: 140,915	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	419336379	Expense
Revenue	451247651	Revenue
Description	UMASS MEMORIAL MEDICAL GROUPTHE 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.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	298183721	Expense
Revenue	351248326	Revenue
Description	UMASS MEMORIAL COMMUNITY HOSPITALS THE UMASS MEMORIAL COMMUNITY HOSPITALS (CLINTON HOSPITAL, HEALTH ALLIANCE HOSPITALS, INC., MARLBOROUGHHOSPITAL, WING MEMORIAL HOSPITAL AND MEDICAL CENTERS) 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.FY2011 KEY STATISTICS - TOTAL DISCHARGES: 16,285 TOTAL SURGICAL CASES: 10,758 TOTAL ER VISITS: 125,706	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	349400251	Expense
Grants	64000	Grants
Revenue	405388438	Revenue
Description	OTHER UMASS MEMORIAL ENTITIESUMASS 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 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, OVERSIGHT, ADMINISTRATIVE SERVICES OR PATIENT ADVOCACY SERVICES TO THE PATIENTS OF UMASS MEMORIAL, CENTRAL NEW ENGLAND, AND OTHER GEOGRAPHIES.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	349400251	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	64000	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	405388438	TotalOfOtherProgramServiceRev
Total Program Service Expense	2148494207	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	1	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	1	Hospital
Financial Stmt Attached	1	FinancialStmtAttached
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	1	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	1	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	1798	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	16705	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	204	NbrVotingGoverningBodyMembers
Number Independent Voting Members	108	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	0	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Field	Value	IRS element (for citing)
Telephone Number	5088561104	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	328 SHREWSBURY STREET	AddressLine1
City	WORCESTER	City
State	MA	State
ZIP Code	01604	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (167 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
ANDRIENI JULIA MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	31.00	X	307606	0	21832
ARONSON MICHAEL P MD
DIRECTOR, UNTIL 6/2011, UMASS MEMORIAL HEALTH CARE	25.00	X	48299	0	13705
AROUS ELIAS J MD
DIRECTOR, UNTIL 6/21/11, UMASS MEMORIAL MEDICAL GR	32.00	X	602908	0	35594
AYERS DAVID MD
DIRECTOR, UNTIL 6/21/11, UMASS MEMORIAL MEDICAL GR	33.00	X	543086	0	38299
BAGLEY PETER H MD
CHAIRPERSON,UNTIL 6/21/11, UMASS MEMORIAL MEDICAL	27.00	X	443075	0	105522
BROWN ALAN P MD
DIRECTOR, UNTIL 6/21/11, UMASS MEMORIAL MEDICAL GR	31.00	X	161221	0	30694
CARLUCCI DANIEL MD
DIRECTOR, MARLBOROUGH HOSPITAL	32.00	X	302316	0	39548
CAVAGNARO CHARLES III MD
PRESIDENT, WING MEMORIAL HOSPITAL	40.00	X	384679	0	151941	X
CHANDLER WILLIS
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	40.00	X	331428	0	72205
CHESHIRE BRYAN MD
DIRECTOR, UNTIL 12/31/10, MARLBOROUGH HOSPITAL	35.00	X	235350	0	14197
CIRILLO BETTYANN MD
DIRECTOR, UNTIL 2/10, COORDINATED PRIMARY CARE, IN	40.00	X	254436	0	28646
COFONE MICHAEL J
TREASURER, DIRECTOR, CENTRAL NEW ENGLAND HEALTHALL	40.00	X	380572	0	24668	X
CORBETT WILLIAM MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.00	X	373194	0	72861
DALY SHEILA
PRESIDENT, DIRECTOR, CLINTON HOSPITAL ASSOCIATION	40.00	X	252122	0	109017	X
FELICE MARIANNE E MD
DIRECTOR, UNTIL 6/21/11, UMASS MEMORIAL MEDICAL GR	22.00	X	218554	0	44837
FERGUSON R KEVIN MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	40.00	X	227930	0	33710
FERRUCCI JOSEPH MD
DIRECTOR, CMMIC, INC.	24.00	X	389910	0	37562
GUNDERSEN JASON MD
DIRECTOR, UNTIL 12/10/10, MARLBOROUGH HOSPITAL	40.00	X	385933	0	22411
KAUR SHUBJEET MD
DIRECTOR, UNTIL 6/21/11, UMASS MEMORIAL MEDICAL GR	27.00	X	293499	0	38299
KEATING TODD A
TREASURER & CFO, DIRECTOR, UMASS MEMORIAL HEALTH C	40.00	X	617471	0	199171	X
KENNEDY KATHRYN MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	36.00	X	270678	0	37468
LAPIDAS GARY N
PRESIDENT, DIRECTOR, UMASS MEMORIAL HEALTH VENTURE	40.00	X	475940	0	171080	X
LASSER DANIEL H MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	20.00	X	308105	0	164460
LINDHOLM MARY S MD
DIRECTOR, UNTIL 6/21/11, UMASS MEMORIAL MEDICAL GR	36.00	X	133329	0	30773
MAGUIRE DAVID L MD
DIRECTOR, WING MEMORIAL HOSPITAL	40.00	X	240987	0	9898
MANNING GORDON MD
DIRECTOR, UNTIL 6/21/11, UMASS MEMORIAL MEDICAL GR	40.00	X	188038	0	54937
MATTA LALITA MD
DIRECTOR, MARLBOROUGH HOSPITAL	40.00	X	27195	0	1618
MESSINA LOUIS MD
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	36.00	X	501354	0	35594
MULDOON PATRICK L
PRESIDENT, DIRECTOR, CENTRAL NEW ENGLAND HEALTHALL	40.00	X	496989	0	156879	X
O'BRIEN JOHN G
PRESIDENT & CEO, DIRECTOR, UMASS MEMORIAL HEALTH C	40.00	X	1340405	0	997518	X
OKIKE O NSIDINANYA MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	40.00	X	361231	0	55729
O'LEARY DANIEL MD
DIRECTOR, COORDINATED PRIMARY CARE, INC.	40.00	X	56103	0	484
PAPPAS ARTHUR MD
DIRECTOR, UMASS MEMORIAL HOSPITALS, INC.	16.00	X	13386	0	25818
POLANOWICZ JOHN
PRESIDENT, UNTIL 5/6/11, MARLBOROUGH HOSPITAL	40.00	X	358599	0	116659	X
POWER DIANE MD
DIRECTOR, UNTIL 9/30/10, CENTRAL NEW ENGLAND HEALT	40.00	X	255402	0	31784
SLAYTON VAL MD
DIRECTOR, UNTIL 7/28/10, COORDINATED PRIMARY CARE,	40.00	X	443198	0	16816
SOAR BART MD
DIRECTOR, WING MEMORIAL HOSPITAL	40.00	X	168782	0	17177
SWENSON DANA
DIRECTOR, UMASS MEMORIAL REALTY, INC.	40.00	X	287350	0	107313
TOSI STEPHEN E MD
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	40.00	X	763459	0	83566
UMANZOR RENE M MD
DIRECTOR, UNTIL 9/2011, WING MEMORIAL HOSPITAL	36.00	X	220299	0	30789
VOLTURO GREGORY MD
DIRECTOR, UNTIL 6/21/11, UMASS MEMORIAL MEDICAL GR	25.00	X	317819	0	38299
WESOLOWSKI PAUL
DIRECTOR, COORDINATED PRIMARY CARE, INC.	40.00	X	170078	0	18989
ZIEDONIS DOUGLAS MD
PRESIDENT, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM	20.00	X	218140	0	37373	X
ALLEN GAIL
DIRECTOR, HEALTH ALLIANCE HOSPITALS, INC.	1.00	X	0	0	0
ANDERSON ELAINE
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
ANTONIONI ROBERT
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
BABINEAU ROBERT JR MD
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
BENNETT DAVID L
CHAIRPERSON, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
BENNETT RICHARD K
CHAIRPERSON, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
BERGERON ARTHUR
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
BERKEY DENNIS D
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
BERRY SARAH G
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
BOUDREAU NORMAN
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
BOVENZI LESLIE
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
BUDD JOHN H
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
CARLSON MARY
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
CARROLL BRIAN K
DIRECTOR, UNTIL 3/2011, UMASS MEMORIAL HEALTH VENT	1.00	X	0	0	0
CATALINA FERNANDO MD
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
CHERUBINI J PAUL
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
CHRISTENSEN RONALD
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
CLEMENTI JOHN
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
COLLINS MICHAEL MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
CONNORS MARTIN JR
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
COOLIDGE KATHERINE
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
CORNELL LOIS D
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
CROCKER FREDERICK G
DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC.	1.00	X	0	0	0
D'ALELIO EDWARD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
DAVIS DIX F
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
DELROSARIO GENE MD
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
DENNEHY RAYMOND III
DIRECTOR, HEALTH ALLIANCE HOME HEALTH AND HOSPICE,	1.00	X	0	0	0
DESROCHERS ROLAND
DIRECTOR, UNTIL 5/12/11, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
DIGERONIMO ARTHUR P JR
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
DITULLIO DANIEL
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
DOBECK PAM
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
D'ONFRO PAUL
CHAIRPERSON, CENTRAL NEW ENGLAND HEALTHALLIANCE, I	1.00	X	0	0	0
FERRIS CORNELIUS A
DIRECTOR, UNTIL 2/11/11, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
FITCH ROGER
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
FLOTTE TERENCE MD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
GIBLIN DAVID R
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
GRAY JENNIFER
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
GREGORIUS PATRICK
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
HAVELES ROBERT
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
HENEBRY CLARK
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
HEWITT FRANK
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
HOLLISTER MATT
FIRST VICE PRESIDENT, CLINTON HOSPITAL FOUNDATION,	1.00	X	0	0	0
JACOBSON M HOWARD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
JEFFERSON PHILIP W JR
DIRECTOR, UNTIL 12/17/10, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
JOHNSON JOANNE
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
KAPLAN DANIEL
DIRECTOR, UMASS MEMORIAL MEDICAL GROUP, INC.	1.00	X	0	0	0
KATSOUNAKIS THEA
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
KELLEHER WILLIAM D JR
DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC.	1.00	X	0	0	0
LENHARDT STEPHEN W SR
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
LYONS CYNTHIA
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
LYONS MICHAEL MD
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
MACNEILL HARRIS L
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
MANZI EDWARD
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
MCGRAIL WILLIAM ESQUIRE
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
MCMAHON RICHARD MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
MCMULLEN CYNTHIA M EDD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
MCNAMARA MARY ELLEN
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
MENDOZA STEVEN
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
MERCADANTE ANTHONY J
DIRECTOR, HEALTH ALLIANCE HOME HEALTH AND HOSPICE,	1.00	X	0	0	0
MITCHELL LINDA
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
MOLLOY ANN K
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
MORRILLY DARLENE
DIRECTOR, HEALTH ALLIANCE HOME HEALTH AND HOSPICE,	1.00	X	0	0	0
MURPHY MICHAEL D
VICE CHAIRPERSON, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
NOONAN EDWARD J
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
PAEN GENARO
DIRECTOR, CLINTON HOSPITAL FOUNDATION, INC.	1.00	X	0	0	0
PARRY EDWARD J III
VICE CHAIRPERSON, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
PAULINO JEANNE
DIRECTOR, CLINTON HOSPITAL ASSOCIATION	1.00	X	0	0	0
PEDERSON THORU
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
PEREZ JUDGE LUIS
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
PHANEUF JAMES
CHAIRPERSON, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
PURCELL PHILIP E
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
RICHER GERALD P
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
RIVARD MICHAEL
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
SCULLY PAUL
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
SEYMOUR-ROUTE PAULETTE PHD
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
SHEA JAMES P
DIRECTOR, UNTIL 2/15/11, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
SHEA JOHN ESQUIRE
DIRECTOR, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM,	1.00	X	0	0	0
SHELTON R LESLIE MD
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
SIMMONS IRINA
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
ST AMAND JAMES
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
STARR STANLEY B JR
DIRECTOR, UNTIL 6/11, CLINTON HOSPITAL FOUNDATION,	1.00	X	0	0	0
STECYK MARKIAN MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
SULLIVAN WILLIAM F SR
DIRECTOR, UMASS MEMORIAL HEALTH VENTURES, INC.	1.00	X	0	0	0
TAYLOR HARVEY MD
DIRECTOR, MARLBOROUGH HOSPITAL	1.00	X	0	0	0
TURLEY PATRICK
DIRECTOR, WING MEMORIAL HOSPITAL	1.00	X	0	0	0
WHITNEY MARY
DIRECTOR, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.	1.00	X	0	0	0
WILSON JACK
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
YOUNG LYNDA M
DIRECTOR, UMASS MEMORIAL HEALTH CARE, INC.	1.00	X	0	0	0
ALLICON KEARY T
TREASURER, WING MEMORIAL HOSPITAL	40.00		156418	0	41241	X
BERGAN THOMAS
PRESIDENT, CMMIC, INC.	40.00		253624	0	328020	X
BROWN DOUGLAS S
SECRETARY, UMASS MEMORIAL HEALTH CARE, INC.	40.00		501307	0	135994	X
D'AMBRA ANN-MARIA
SECRETARY, MARLBOROUGH HOSPITAL	40.00		46591	0	7569	X
DICKSON ERIC MD
PRESIDENT, UMASS MEMORIAL MEDICAL GROUP, INC.	40.00		407774	0	94107	X
DION JEFFREY
TREASURER, UNTIL 9/9/11, MARLBOROUGH HOSPITAL	40.00		177568	0	44986	X
EKSTROM DEBORAH
PRESIDENT, COMMUNITY HEALTHLINK, INC.	40.00		253325	0	116023	X
FELDMANN ROBERT
TREASURER, UMASS MEMORIAL LABORATORIES, INC.	40.00		328411	0	144011	X
FRAKER MURIEL E ESQUIRE
SECRETARY, UMASS MEMORIAL MEDICAL GROUP, INC.	40.00		172636	0	78841	X
MCCUE STEVEN
TREASURER, CLINTON HOSPITAL ASSOCIATION	40.00		160622	0	28032	X
MILLER LAUREN B
SECRETARY, WING MEMORIAL HOSPITAL	40.00		77476	0	11579	X
MORABITO NANCY E
SECRETARY, CLINTON HOSPITAL ASSOCIATION	40.00		57348	0	1338	X
MORIN LYNN A
SECRETARY, CENTRAL NEW ENGLAND HEALTHALLIANCE, INC	40.00		78034	0	7210	X
O'BRIEN WILLIAM H
SECRETARY, UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM	40.00		110650	0	53033	X
SMITH FRANCIS W
CLERK, UMASS MEMORIAL HEALTH VENTURES, INC.	40.00		179097	0	50558	X
STREETER MICHELE M
TREASURER, UMASS MEMORIAL MEDICAL GROUP, INC.	40.00		357332	0	116926	X
BLUTE MICHAEL
DIRECTOR, CANCER CENTER OF EXCELLENCE	40.00		524834	0	75444		X
BRENCKLE GEORGE PHD
SR. VP, CHIEF INFORMATION OFFICER	40.00		383725	0	119808		X
DALEY JENNIFER MD
EXECUTIVE VP, CHIEF OPERATING OFFICER	40.00		424921	0	59872		X
DIAMOND VICTORIA
SR. VP, OPERATIONS	40.00		321806	0	121220		X
ETTINGER WALTER H MD
PRESIDENT - MEDICAL CENTER	40.00		920700	0	299452		X
FISHER BARBARA
SR. VP, OPERATIONS	40.00		317118	0	105356		X
HYLKA SHARON
SR. VP, HOSPITAL ADMIN.	40.00		392709	0	241101		X
KLUGMAN ROBERT MD
CHIEF QUALITY OFFICER	40.00		502672	0	242845		X
KRUGER NANCY
SR. VP, CHIEF NURSING OFFICER	40.00		419715	0	68373		X
PHILLIPS ROBERT A
MED DIR, HEART & VASCULAR COE	40.00		799751	0	238506		X
RANDOLPH JOHN T
VP, CHIEF COMPLIANCE OFFICER	40.00		234335	0	138086		X
WEBB PATRICIA
SR. VP, CHIEF HR OFFICER, UNTIL 1/2/11	40.00		417377	0	113889		X
ANDERSON MILTON C
SR. VP, CHIEF OF HR	40.00		0	0	0		X
FAIRCHILD DAVID MD
SR. VP, CLINICAL INTEGRATION	40.00		0	0	0		X
MAYKEL JUSTIN MD
PHYSICIAN, CHIEF OF COLORECTAL SURGERY - MED GROUP	30.00		562589	0	34857			X
BUSCONI BRIAN D MD
PHYSICIAN, DIVISION CHIEF OF ORTHOPEDICS - MED GRO	33.00		545085	0	35594			X
ZIVNY JAROSLAV MD
PHYSICIAN, DIRECTOR OF GASTROENTEROLOGY - MED GROU	33.00		543818	0	40465			X
MALONEY MARY E MD
PHYSICIAN, CHIEF OF DERMATOLOGY - MED GROUP	30.00		513877	0	35594			X
LEVEY JOHN MD
PHYSICIAN, CLINICAL CHIEF OF GASTROENTEROLOGY - ME	30.00		505207	0	35594			X
WARRING WENDY
FORMER EXECUTIVE VICE PRESIDENT, UNTIL 9/1/06	0.00		117663	0	0				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	26136570	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	6641264	TotalOtherCompensation
Number Individuals GT100 K	2330	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	1	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
ACS CORPORATE HEADQUARTERS
2828 NORTH HASKELL	DALLAS	TX	75204	I/S MANAGEMENT SERVICES	21418985
ARUP LABORATORIES INC
PO BOX 27964	SALT LAKE CITY	UT	84127	LAB SERVICES	5768884
WOOD ART EXHIBIT GROUP
424 MAIN STREET	CHERRY VALLEY	MA	01611	SEE SCHEDULE O - FOOTNOTE A	5183984
MORRISON MANAGEMENT SPECIALISTS
PO BOX 102289	ATLANTA	GA	303682289	FOOD SERVICES	4624062
ANGELICA CORPORATION
PO BOX 823283	PHILADELPHIA	PA	191823283	LINEN SERVICES	3787261

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	180	NumberOfContractorsGT100K
Fundraising Events	777636	FundraisingEvents
Related Organizations	598558	RelatedOrganizations
Government Grants	6203999	GovernmentGrants
All Other Contributions	7611254	AllOtherContributions
Noncash Contributions	64355	NoncashContributions
Total Contributions	15191447	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
NET PATIENT SERVICE RE	900099	1840791013	1840791013
SPECIAL MEDICAID PAYME	900099	187999996	187999996
AFFILIATE RELATED PROG	900099	169788329	169788329
OTHER PSR & JV	900099	165585106	164289852	$1,295,254
SYSTEM ALLOCATION REVE	900099	142966270	142966270

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	21169399	TotalRevenueColumn
Related Or Exempt Function Income	21169399	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	2528300113	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	11942604	TotalRevenueColumn
Unrelated Business Revenue	25290	UnrelatedBusinessRevenue
Exclusion	$11,917,314	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	71662	TotalRevenueColumn
Exclusion	$71,662	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	2378324	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	1200812	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	1177512	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1177512	TotalRevenueColumn
Exclusion	$1,177,512	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	282509740	Securities
Other	1557654	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	275928808	Securities
Other	1306520	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	6580932	Securities
Other	251134	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	6832066	TotalRevenueColumn
Exclusion	$6,832,066	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	358183	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	777636	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	436023	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-77840	TotalRevenueColumn
Exclusion	-$77,840	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
LAB OUTREACH PROGRAM &	621500	42167106	231422	41935684
OTHER REVENUE	900099	3548501	2124287		$1,424,214
1500 MD BILLING	900099	2384437			$2,384,437

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1947410	TotalRevenueColumn
Exclusion	$1,947,410	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	50047454	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2613485018	TotalRevenueColumn
Related Or Exempt Function Income	2529360568	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	41960974	UnrelatedBusinessRevenue
Exclusion	$26,972,029	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	2000000	Total
Program Services	2000000	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	64000	Total
Program Services	64000	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	28988507	Total
Program Services	14008969	ProgramServices
Management And General	14979538	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	918429133	Total
Program Services	793550260	ProgramServices
Management And General	124476661	ManagementAndGeneral
Fundraising	402212	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	71854300	Total
Program Services	60715249	ProgramServices
Management And General	11132556	ManagementAndGeneral
Fundraising	6495	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	130645800	Total
Program Services	109744593	ProgramServices
Management And General	20864692	ManagementAndGeneral
Fundraising	36515	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	63681847	Total
Program Services	54487853	ProgramServices
Management And General	9174227	ManagementAndGeneral
Fundraising	19767	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	562607	Total
Program Services	73234	ProgramServices
Management And General	489373	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	3793747	Total
Program Services	571452	ProgramServices
Management And General	3222295	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	965000	Total
Management And General	965000	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	1752623	Total
Program Services	1752623	ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	1602995	Total
Fundraising	1602995	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	768878	Total
Management And General	768878	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	132487949	Total
Program Services	120271404	ProgramServices
Management And General	11957372	ManagementAndGeneral
Fundraising	259173	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1985045	Total
Program Services	1512107	ProgramServices
Management And General	409049	ManagementAndGeneral
Fundraising	63889	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	41678458	Total
Program Services	29054761	ProgramServices
Management And General	12574986	ManagementAndGeneral
Fundraising	48711	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	38648455	Total
Program Services	38049968	ProgramServices
Management And General	598132	ManagementAndGeneral
Fundraising	355	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	87222157	Total
Program Services	72249650	ProgramServices
Management And General	14954203	ManagementAndGeneral
Fundraising	18304	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	4045991	Total
Program Services	3921795	ProgramServices
Management And General	121582	ManagementAndGeneral
Fundraising	2614	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1676552	Total
Program Services	1437956	ProgramServices
Management And General	236275	ManagementAndGeneral
Fundraising	2321	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	18123942	Total
Program Services	17342689	ProgramServices
Management And General	781253	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	85518258	Total
Program Services	67290720	ProgramServices
Management And General	18220463	ManagementAndGeneral
Fundraising	7075	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	55999861	Total
Program Services	53602791	ProgramServices
Management And General	2395708	ManagementAndGeneral
Fundraising	1362	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PURCHASED SERVICES	268037051	209848591	58185392	3068
MEDICAL SUPPLIES	211608103	177418894	34189209
SYSTEM OVERHEAD ACTIVIT	157704222	87656573	70046003	1646
MEDICAL EDUCATION SERVI	137269837	137269837
BAD DEBTS	69844277	69844277

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	31966351	Total
Program Services	24753961	ProgramServices
Management And General	7146284	ManagementAndGeneral
Fundraising	66106	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2568925946	Total
Program Services	2148494207	ProgramServices
Management And General	417889131	ManagementAndGeneral
Fundraising	2542608	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	76105323	BOY
EOY	121731059	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	157081704	BOY
EOY	176798916	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	3487300	BOY
EOY	2155912	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	248778348	BOY
EOY	233992397	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	4888284	BOY
EOY	4471041	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	22721737	BOY
EOY	31891970	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	21961266	BOY
EOY	22550727	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	24952745	BOY
EOY	22763905	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1558504273	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	879633005	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	662475699	BOY
EOY	678871268	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	380412217	BOY
EOY	377356855	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	122472718	BOY
EOY	127541059	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	12020740	BOY
EOY	12255179	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	657706	BOY
EOY	631776	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	226333041	BOY
EOY	59267708	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1964348828	BOY
EOY	1872279772	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	263376871	BOY
EOY	274942645	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	4075556	BOY
EOY	5054227	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	395209096	BOY
EOY	379318376	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	46412288	BOY
EOY	51682999	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	22615340	BOY
EOY	19023486	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	585850137	BOY
EOY	545285040	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1317539288	BOY
EOY	1275306773	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	500785067	BOY
EOY	461765636	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	69497127	BOY
EOY	58913271	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	76527346	BOY
EOY	76294092	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	646809540	BOY
EOY	596972999	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1964348828	BOY
EOY	1872279772	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	44559072	ReconcilationRevenueExpenses
Reconcilation Other Changes	-94395613	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	0	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	1	GrantsOtherOrganizations
Grants Other Organizations	$864,640	GrantsOtherOrganizationsAmount
Direct Contact Legislators	0	DirectContactLegislators
Rallies Demonstrations	1	RalliesDemonstrations
Rallies Demonstrations	$887,983	RalliesDemonstrationsAmount
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	1752623	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	104017758	BeginningOfYearBalance
Contributions	316330	Contributions
Investment Earnings Or Losses	-2402463	InvestmentEarningsOrLosses
Other Expenditures	3636662	OtherExpenditures
End Of Year Balance	98294963	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	98561352	BeginningOfYearBalance
Contributions	1245442	Contributions
Investment Earnings Or Losses	5785214	InvestmentEarningsOrLosses
Other Expenditures	1574250	OtherExpenditures
End Of Year Balance	104017758	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	97341571	BeginningOfYearBalance
Contributions	172660	Contributions
Investment Earnings Or Losses	510787	InvestmentEarningsOrLosses
Other Expenditures	-536334	OtherExpenditures
End Of Year Balance	98561352	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	0.78000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.22000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	7746102	OtherCostOrOtherBasis
Book Value	7746102	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	802821590	OtherCostOrOtherBasis
Depreciation	422427040	Depreciation
Book Value	380394550	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	34398186	OtherCostOrOtherBasis
Depreciation	18803126	Depreciation
Book Value	15595060	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	631951201	OtherCostOrOtherBasis
Depreciation	432092227	Depreciation
Book Value	199858974	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	81587194	OtherCostOrOtherBasis
Depreciation	6310612	Depreciation
Book Value	75276582	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	678871268	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (13 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
TIFF ABSOLUTE RETURN POOL (6,291 SHARES)	21563639	F
TIFF PRIVATE EQUITY PARTNERS 2006 (2,590,699 SHARES)	2590699	F
FRANK RUSSELL GLOBAL PRIVATE EQUITY FUND (977,448 SHARES)	977448	F
GMO MULTI-STRATEGY FUND (OFFSHORE) LP (12,177,685 SHARES)	12177685	F
BENEFICIAL INTEREST IN TRUSTS	66905446	F
AETOS CAPITAL LONG/SHORT STRATEGIES (79,905 SHARES)	7498098	F
AETOS CAPITAL DISTRESSED INV STRATEGIES (26,692 SHARES)	3098685	F
AETOS CAPITAL MULTI-STRATEGY ARBITRAGE (27,019 SHARES)	2787758	F
MPPLTD/PORTFOLIO CLASS A (4,954 SHARES)	455942	F
TIFF ABSOLUTE RETURN POOL CLASS C (3,871 SHARES)	6165561	F
MET WEST ENHANCED TALF STRATEGY FUND (3,209,248 SHARES)	3209248	F
INCOME RESEARCH AND MGMT (LB HOLDINGS) (200,000 SHARES)	32000	F
INCOME RESEARCH AND MGMT (LB HOLDINGS) (415,000 SHARES)	78850	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	127541059	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (14 entries)

DescriptionDescription	AmountAmount
DUE TO UMASS MEDICAL SCHOOL	$9,057,413
THIRD PARTY LIABILITIES	$61,327,563
DUE TO RELATED PARTIES	$28,385,625
ACCRUED PENSION POST RETIREMENT BENEFITS	$359,707,649
O/S LOSS RESERVES	$30,515,992
ESTIMATED MALPRACTICE COSTS	$28,010,403
OTHER	$681,519
ANNUITY PAYABLE	$726,373
LT LIABILITY ARO	$10,752,427
ACCRUED LT LIABILITIES	$3,554,191
CLAIMS RESERVES	$89,125
CONTRIBUTION PAYABLE	$36,730
MEDICARE RESERVES	$30,000
NOTES PAYABLE TO UMMHC (MED CENTER)	$12,410,030

Field	Value	IRS element (for citing)
Total Of Amounts	545285040	TotalOfAmounts
Total Revenue	2613485018	TotalRevenue
Total Expenses	2568925946	TotalExpenses
Excess Or Deficit For Year	44559072	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-19474382	NetUnrealizedGLOnInvestments
Other	-$74,921,231	OtherAmount
Total Adjustments	-94395613	TotalAdjustments
Excess Or Deficit Per FS	-49836541	ExcessOrDeficitPerFS

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X:	FIN 48 FOOTNOTE: INCOME TAXES: THE SYSTEM FOLLOWS A TWO-STEP APPROACH FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE SUBSTANTIAL MAJORITY OF UMASS MEMORIAL AND ITS AFFILIATE ENTITIES ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THESE ENTITIES WILL NOT INCUR ANY LIABILITY FOR FEDERAL INCOME TAXES EXCEPT FOR TAX ON UNRELATED BUSINESS INCOME. CERTAIN AFFILIATES ARE TAXABLE ENTITIES. THE MEASUREMENT OF THE AMOUNTS RECORDED AS A PROVISION FOR INCOME TAXES BASED UPON THE AFOREMENTIONED APPROACH IS NOT MATERIAL AND IS RECORDED AS PART OF SUPPLIES AND OTHER EXPENSE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS. THE SYSTEM DOES NOT BELIEVE IT HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 8 - OTHER ADJUSTMENTS:		NET ASSETS RELEASED FROM RESTRICTIONS 4,768,664. PENSION RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST -70,678,363. BOOK/TAX DIFFERENCES FROM S CORP K-1 472,818. CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS -5,149,554. MISCELLANEOUS 47. NET ASSETS RELEASED FROM RESTRICTION FOR PPE 5,005,601. TEMPORARY RESTRICTED FUND EXPENDITURES -9,558,388. TRANSFERS (TO) FROM RELATED PARTIES 217,944.
		PART V ENDOWMENT FUNDS QUESTION 3 A (I): BANK OF AMERICA HOLDS 3 TRUST FUNDS FOR WING MEMORIAL HOSPITAL: DORNOE PARKER TRUST, RATHBONE 1950 TRUST, RATHBONE 1951 TRUST INTEREST IS PAID TO WING. BANK OF AMERICA IS AN UNRELATED ORGANIZATION. BANK OF AMERICA MERRILL LYNCH HOLDS THE BERNARD W DOYLE TRUST FOR HEALTHALLIANCE HOSPITAL. DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE HOSPITAL. BANK OF AMERICA MERRILL LYNCH IS AN UNRELATED ORGANIZATION. BYN MELLON WEALTH MANAGEMENT HOLDS THE FOLLOWING TRUSTS FOR HEALTHALLIANCE HOSPITAL: TRUST U/WILL ART 11 WILLIAM H CROPPER TRUST U/WILL PAR 15 WILLIAM H CROPPER TRUST U/WILL ART 18 WILLIAM H CROPPER TRUST UNDER 2ND CODICIL OF WILL OF WILLIAM H CROPPER TRUST U/WILL 4TH COD WILLIAM H CROPPER DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE HOSPITAL. BYN MELLON WEALTH MANAGEMENT IS AN UNRELATED ORGANIZATION. PART V ENDOWMENT FUNDS QUESTION 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE DIRECTED IN ACCORDANCE WITH THE DONOR'S INTENT INCLUDING THE PERSERVATION OF THE ORIGINAL GIFT AND VARIOUS PURPOSES INCLUDING CHARITY CARE, MEDICAL EDUCATION, RESEARCH, HEALTH CARE SERVICES, BUILDINGS AND EQUIPMENT. HEALTHALLIANCE HOSPITAL - 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 G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Special Fundraising Events	X	SpecialFundraisingEvents
Agreement Ref Fundraising	0	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

Field	Value	IRS element (for citing)
Business Name Line1	UMASS MEMORIAL FOUNDATION INC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	333 SOUTH STREET	AddressLine1
City	SHREWSBURY	City
State	MA	State
ZIP Code	01545	ZIPCode

Field	Value	IRS element (for citing)
Activity	FUNDRAISING	Activity
Fundraiser Control Of Funds	1	FundraiserControlOfFunds
Gross Receipts	5665576	GrossReceipts
Amount Retained By Contractor	1602995	AmountRetainedByContractor
Net To Organization	4062581	NetToOrganization

Field	Value	IRS element (for citing)
Total Gross Receipts	5665576	TotalGrossReceipts
Total Retained By Contractors	1602995	TotalRetainedByContractors
Total Net To Organization	4062581	TotalNetToOrganization
Licensed States	MA	LicensedStates
Licensed States	NH	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	HOSP GOLF TRNM	NameOfEvent1
Gross Receipts Event1	288514	GrossReceiptsEvent1
Charitable Contributions Event1	190007	CharitableContributionsEvent1
Gross Revenue Event1	98507	GrossRevenueEvent1
Non Cash Prizes Event1	29279	NonCashPrizesEvent1
Rent Facility Costs Event1	116254	RentFacilityCostsEvent1
Other Direct Expenses Event1	10318	OtherDirectExpensesEvent1
Name Of Event2	WINTER BALL	NameOfEvent2
Gross Receipts Event2	277825	GrossReceiptsEvent2
Charitable Contributions Event2	204994	CharitableContributionsEvent2
Gross Revenue Event2	72831	GrossRevenueEvent2
Other Direct Expenses Event2	72831	OtherDirectExpensesEvent2
Total Number Of Other Events	11	TotalNumberOfOtherEvents
Gross Receipts Other Events	569480	GrossReceiptsOtherEvents
Charitable Contrib Other Events	382635	CharitableContribOtherEvents
Gross Revenue Other Events	186845	GrossRevenueOtherEvents
Non Cash Prizes Other Events	15848	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	51814	RentFacilityCostsOtherEvents
Food And Beverage Other Events	12342	FoodAndBeverageOtherEvents
Entertainment Other Events	2200	EntertainmentOtherEvents
Other Direct Expenses Other Events	125137	OtherDirectExpensesOtherEvents
Gross Receipts Total	1135819	GrossReceiptsTotal
Charitable Contributions Total	777636	CharitableContributionsTotal
Gross Revenue Total Events	358183	GrossRevenueTotalEvents
Non Cash Prizes Total Events	45127	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	168068	RentFacilityCostsTotalEvents
Food And Beverage Total Events	12342	FoodAndBeverageTotalEvents
Entertainment Total Events	2200	EntertainmentTotalEvents
Other Direct Expenses Total Events	208286	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	436023	DirectExpenseSummaryEvents
Net Income Summary	-77840	NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PART I, LINE 2B; COLUMN (III)	PART I, LINE 2B - FUNDRAISER ADDITIONAL INFORMATION	UMASS MEMORIAL FOUNDATION, INC. IS IDENTIFIED AS THE ADMINISTRATOR OF THE PHILANTHROPIC ACTIVITIES OF THE REPORTING ENTITIES OF UMASS MEMORIAL HEALTH CARE, INC. THIS INCLUDES THE COORDINATION OF ALL CHARITABLE WORK AND THE MANAGEMENT OF OFFICE OPERATIONS TO SUPPORT FUNDRAISING INCLUDING THE FOLLOWING PROCEDURES: 1) ACTIVE DEVELOPMENT WORK 2) DONOR RELATIONS AND COMMUNICATIONS 3) SERVICES TO UMASS MEMORIAL STAFF 4) CONTRIBUTION REPORTS, DONOR RECORD FILES 5) TRANSFER OF CONTRIBUTIONS RECEIVED (CONTRIBUTIONS RECEIVED BY THE FOUNDATION THAT ARE DESIGNATED TO A UMASS MEMORIAL REPORTING ENTITY ARE DEPOSITED INTO A DESIGNATED ACCOUNT OF THE RESPECTIVE REPORTING ENTITY UPON RECEIPT.) 6) EXPENDITURES OF CONTRIBUTIONS
PART I, LINE 2B; COLUMN (V)	PART I, LINE 2B - FUNDRAISER ADDITIONAL INFORMATION (CONTINUED)	UMASS MEMORIAL HEALTH CARE, INC. PAYS UMASS MEMORIAL FOUNDATION, INC. ITS PRORATA SHARE OF OPERATING EXPENSES BASED ON THE SPLIT OF UMASS MEMORIAL CONTRIBUTION RECEIPTS VERSUS THE OVERALL TOTAL CONTRIBUTION RECEIPTS AS COLLECTED BY THE FOUNDATION.
PART II	SCHEDULE G - ADDITIONAL INFORMATION	PART II, COLUMN (A) EVENT #1 THE HOSPITAL GOLF TOURNAMENT WAS HELD BY CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. PART II, COLUMN (B) EVENT #2 THE WINTER BALL WAS HELD BY THE PARENT PART II, COLUMN (C) OTHER EVENTS (11EVENTS REPORTED) ARE: GOLF TOURNAMENT HELD BY WING MEMORIAL HOSPITAL CORPORATION SPEAKEASY HELD BY HEALTHALLIANCE HOSPITALS DENNEHY GOLF TOURNAMENT HELD BY HEALTH ALLIANCE HOME HEALTH AND HOSPICE, INC. LOVELIGHT HELD BY HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. GOLF TOURNAMENT HELD BY THE PARENT OTHER MISC EVENT HELD BY THE PARENT GOLF TOURNAMENT HELD BY MARLBOROUGH HOSPITAL, INC. 50'S SOCK HOP DANCE HELD BY CLINTON HOSPITAL ASSOCIATION MENTAL HEALTH MONTH DINNER HELD BY COMMUNITY HEALTHLINK, INC. SPANISH FOR KIDS HELD BY COMMUNITY HEALTHLINK, INC. DOG WALK FUNDRAISER HELD BY COMMUNITY HEALTHLINK, INC.

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	1	FPGReferenceFreeCare
Pcent200	X	Pcent200
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare

Discounted Other DiscountedOther

Field	Value	IRS element (for citing)
Other	X	Other
Discounted Other Percentage	600.000000000000	DiscountedOtherPercentage

Field	Value	IRS element (for citing)
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	1	ExpensesExceededBudget
Unable To Provide Care	0	UnableToProvideCare
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	55001985	TotalCommunityBenefitExpense
Direct Offsetting Revenue	20950610	DirectOffsettingRevenue
Net Community Benefit Expense	34051375	NetCommunityBenefitExpense
Percent Of Total Expense	0.02100	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	261525939	TotalCommunityBenefitExpense
Direct Offsetting Revenue	241606541	DirectOffsettingRevenue
Net Community Benefit Expense	19919398	NetCommunityBenefitExpense
Percent Of Total Expense	0.01230	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	37092662	TotalCommunityBenefitExpense
Direct Offsetting Revenue	35268968	DirectOffsettingRevenue
Net Community Benefit Expense	1823694	NetCommunityBenefitExpense
Percent Of Total Expense	0.00110	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	353620586	TotalCommunityBenefitExpense
Direct Offsetting Revenue	297826119	DirectOffsettingRevenue
Net Community Benefit Expense	55794467	NetCommunityBenefitExpense
Percent Of Total Expense	0.03440	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	4050554	TotalCommunityBenefitExpense
Direct Offsetting Revenue	2646887	DirectOffsettingRevenue
Net Community Benefit Expense	1403667	NetCommunityBenefitExpense
Percent Of Total Expense	0.00090	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	190772451	TotalCommunityBenefitExpense
Direct Offsetting Revenue	128258080	DirectOffsettingRevenue
Net Community Benefit Expense	62514371	NetCommunityBenefitExpense
Percent Of Total Expense	0.03860	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	91850494	TotalCommunityBenefitExpense
Direct Offsetting Revenue	82836487	DirectOffsettingRevenue
Net Community Benefit Expense	9014007	NetCommunityBenefitExpense
Percent Of Total Expense	0.00560	PercentOfTotalExpense

Research Research

Field	Value	IRS element (for citing)
Total Community Benefit Expense	0	TotalCommunityBenefitExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	4698302	TotalCommunityBenefitExpense
Direct Offsetting Revenue	2066575	DirectOffsettingRevenue
Net Community Benefit Expense	2631727	NetCommunityBenefitExpense
Percent Of Total Expense	0.00160	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	291371801	TotalCommunityBenefitExpense
Direct Offsetting Revenue	215808029	DirectOffsettingRevenue
Net Community Benefit Expense	75563772	NetCommunityBenefitExpense
Percent Of Total Expense	0.04670	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	644992387	TotalCommunityBenefitExpense
Direct Offsetting Revenue	513634148	DirectOffsettingRevenue
Net Community Benefit Expense	131358239	NetCommunityBenefitExpense
Percent Of Total Expense	0.08110	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Total Community Building Expense	16818	TotalCommunityBuildingExpense
Net Community Building Expense	16818	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	0	TotalCommunityBuildingExpense

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Total Community Building Expense	13000	TotalCommunityBuildingExpense
Net Community Building Expense	13000	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

Field	Value	IRS element (for citing)
Total Community Building Expense	19000	TotalCommunityBuildingExpense
Net Community Building Expense	19000	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Leadership Development LeadershipDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	4326	TotalCommunityBuildingExpense
Net Community Building Expense	4326	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Total Community Building Expense	71598	TotalCommunityBuildingExpense
Net Community Building Expense	71598	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Total Community Building Expense	1000	TotalCommunityBuildingExpense
Net Community Building Expense	1000	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	766955	TotalCommunityBuildingExpense
Net Community Building Expense	766955	NetCommunityBuildingExpense
Percent Of Total Expense	0.00050	PercentOfTotalExpense

Other Other

Field	Value	IRS element (for citing)
Total Community Building Expense	0	TotalCommunityBuildingExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	892697	TotalCommunityBuildingExpense
Net Community Building Expense	892697	NetCommunityBuildingExpense
Percent Of Total Expense	0.00050	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	1	BadDebtExpenseReported
Bad Debt Expense	$9,422,060	BadDebtExpenseAmount
Amount Attributable To	1693756	AmountAttributableTo
Amount Reimbursed By Medicare	357021904	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	383705879	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-26683975	MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

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

Field	Value	IRS element (for citing)
Written Debt Collection Policy	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare

Form990 Schedule H Part IV Form990ScheduleHPartIV (10 entries)

Description Ent Primary ActivityDescriptionEntPrimaryActivity	Organization Profit Or OwnershipOrganizationProfitOrOwnership	Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership	Physicans Profit Or OwnershipPhysicansProfitOrOwnership
1 COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
PROVIDES INSURANCE	1.00000	0.00000	0.00000
2 UMASS MEMORIAL INVESTMENT PARTNERSHIP LLP
MANAGES POOLED INVESTMENTS	1.00000	0.00000	0.00000
3 UMASS MEMORIAL HEALTH ALLIANCE MRI CENTER LLC
MAGNETIC RESONANCE IMAGING CENTER	0.60000	0.00000	0.00000
4 UMASS MEMORIAL MRI OF MARLBOROUGH LLC
MAGNETIC RESONANCE IMAGING CENTER	0.56000	0.00000	0.00000
5 MEMORIAL OFFICE CONDOMINIUM TRUST
CONDO ASSOCIATION THAT OWNS MEDICAL OFFICE BUILDING	0.53690	0.00000	0.00000
6 UMASS MEMORIAL MRI & IMAGING CENTER LLC
MAGNETIC RESONANCE IMAGING CENTER	0.50000	0.00000	0.00000
7 NEW ENGLAND REHABILITATION SERVICES OF CENTRAL MASSACHUSETTS INC
ACUTE CARE REHABILITATION FACILITY	0.50000	0.00000	0.00000
8 BIO LABS INC
CLINICAL LABORATORY	1.00000	0.00000	0.00000
9 HEALTHALLIANCE WITH PHYSICIANS INC
PHYSICIAN ALLIANCE	0.50000	0.00000	0.00000
10 SHIELDS IMAGING OF MASSACHUSETTS LLC
MANAGEMENT COMPANY FOR PET IMAGING	0.25000	0.00000	0.00000

Field	Value	IRS element (for citing)
Number Of Hospital Facilities	5	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (5 entries)

Facility NumberFacilityNumber	Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Childrens HospitalChildrensHospital	Teaching HospitalTeachingHospital	Research FacilityResearchFacility	Er24 HoursEr24Hours
UMASS MEMORIAL MEDICAL CENTER INC
1	55 LAKE AVE 119 BELMONT STREET	WORCESTER	MA	01605	X	X	X	X	X	X
HEALTHALLIANCE HOSPITAL INC
2	60 HOSPITAL ROAD	LEOMINSTER	MA	01453	X	X		X		X
MARLBOROUGH HOSPITAL
3	157 UNION STREET	MARLBOROUGH	MA	01752	X	X		X		X
WING MEMORIAL HOSPITAL CORPORATION
4	40 WRIGHT STREET	PALMER	MA	01069	X	X				X
CLINTON HOSPITAL ASSOCIATION
5	201 HIGHLAND STREET	CLINTON	MA	01510	X	X				X

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (5 entries)

Hospital Facility NumberHospitalFacilityNumber	Eligibility Criteria ExplainedEligibilityCriteriaExplained	Uses FPG FreeUsesFPGFree	FPG Free PercentFPGFreePercent	Uses FPG DiscountedUsesFPGDiscounted	FPG Discount PercentFPGDiscountPercent	Explains BasisExplainsBasis	Income LevelIncomeLevel	Uninsured DiscountUninsuredDiscount	State RegulationStateRegulation	Explains Application MethodExplainsApplicationMethod	Includes Publicity MeasuresIncludesPublicityMeasures	Posted On WebsitePostedOnWebsite	Attached To InvoicesAttachedToInvoices	Posted In Emergency RoomPostedInEmergencyRoom	Posted In Admission OfficePostedInAdmissionOffice	Provided On AdmissionProvidedOnAdmission	Available On RequestAvailableOnRequest	Actions On NonpaymentActionsOnNonpayment	Permit Other ActionsPermitOtherActions	Collection ActivitiesCollectionActivities	Other ActionsOtherActions	Notify Upon AdmissionNotifyUponAdmission	Notify Before DischargeNotifyBeforeDischarge	Notified All PatientsNotifiedAllPatients	Documented DeterminationDocumentedDetermination	Other Actions TakenOtherActionsTaken	Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy	Used Other MethodUsedOtherMethod	Amounts Generally BilledAmountsGenerallyBilled	Gross ChargesGrossCharges	Other PublicityOtherPublicity
UMASS MEMORIAL MEDICAL CENTER INC
1	1	1	200.000000000000	1	600.000000000000	1	X	X	X	1	1	X	X	X	X	X	X	1	X	1	X	X	X	X	X	X	1	X	0	1
HEALTHALLIANCE HOSPITAL INC
2	1	1	200.000000000000	1	600.000000000000	1	X			1	1		X	X	X		X	1	X	1	X		X	X	X	X	1	X	0	1	X
MARLBOROUGH HOSPITAL
3	1	1	200.000000000000	1	600.000000000000	1	X	X	X	1	1	X	X	X	X	X	X	1	X	1	X	X	X	X	X		1	X	0	1
WING MEMORIAL HOSPITAL CORPORATION
4	1	1	200.000000000000	1	600.000000000000	1	X	X	X	1	1	X	X	X	X	X	X	1	X	1	X	X	X	X	X		1	X	0	1
CLINTON HOSPITAL ASSOCIATION
5	1	1	200.000000000000	1	600.000000000000	1	X	X	X	1	1	X	X	X	X	X	X	1	X	1	X	X	X	X	X		1	X	0	1

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

Field	Value	IRS element (for citing)
Number Of Other Facilities	4	NumberOfOtherFacilities

Other Facilities OtherFacilities (4 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Facility TypeFacilityType
UMASS MEMORIAL LABORATORIES
BIOTECH ONE 365 PLANTATION STREET	WORCESTER	MA	01605	SATELLITE - LAB SERVICES
UMASS MEMORIAL MEDICAL CENTER(PATHOLOGY)
BIOTECH THREE ONE INNOVATION DRIVE	WORCESTER	MA	01605	SATELLITE - PATHOLOGY SERVICES
UMASS MEMORIAL MEDICAL CENTER AMBULANCE
23 WELL STREET	WORCESTER	MA	01604	SATELLITE - AMBULANCE SERVICES
UMASS MEMORIAL MEDICAL CENTER AMBULANCE
100 PROVIDENCE STREET	WORCESTER	MA	01604	SATELLITE - AMBULANCE SERVICES

Form990 Schedule H Part VI Form990ScheduleHPartVI (37 entries)

ExplanationExplanation	IdentifierIdentifier	Return ReferenceReturnReference
PART I, LINE 7: THE ECLIPSYS COST ACCOUNTING DATA WAS APPLIED FOR THE PATIENT CARE THAT SUSTAINED A LOSS. CARE IS BILLED AT A PROCEDURE (CHARGE CODE) LEVEL AND THIS IS APPLIED TO THE PATIENT UTILIZATION. THIS DATA INCLUDES ALL PATIENT SEGMENTS OF CARE. EXCLUSIONS WERE APPLIED AS DIRECTED IN THE SCHEDULE. THE COST TO CHARGE WAS ACHIEVED BY TAKING THE EXPENSES (EXCLUDING BAD DEBT) AND APPLYING THEM AGAINST THE GROSS CHARGES. A COST CHARGE RATIO WAS APPLIED TO THE PATIENT CARE THAT WAS NOT BILLED TO HEALTH SAFETY NET (HSN), I.E. AMBULANCE SERVICES, MOBILE VAN PATIENT CARE, AND PRIMARY CARE WHERE THE PATIENT DID NOT FULLY COMPLETE THE FREE CARE APPLICATION.
PART I, LINE 7G: THE ORGANIZATION REVIEWED PROGRAMS THAT WERE PROVIDED BUT WHICH INCURRED A FINANCIAL LOSS. THE LOSS IS OBTAINED AFTER REDUCING THE CHARGES TO COST, LESS THE PAYMENTS. THESE LOSSES ARE NOT INCLUDED IN PART I OR AS BAD DEBT IN PART III. MEDICAID, SELF-PAY AND FREE CARE CASES AND VISITS WERE REMOVED FROM THE TOTAL PER THE INSTRUCTIONS. THE SERVICES PROVIDED HAVE BEEN IDENTIFIED AS A COMMUNITY NEED AND IF THE ORGANIZATION NO LONGER OFFERED THE SERVICE, THE SERVICE WOULD BE UNAVAILABLE. THE SERVICES RECOGNIZED ARE: PSYCHIATRY, FAMILY AND COMMUNITY MEDICINE, NEPHROLOGY, BARRE PRIMARY CARE, PEDIATRIC PRIMARY CARE, AND MATERNITY SERVICES PROVIDED FOR DELIVERIES AND NORMAL NEWBORNS, EMERGENCY SERVICES, CARE MOBILE, PLUMLEY VILLAGE PRIMARY CARE, TRI-RIVER PRIMARY CARE, AND TB CLINIC. THE DATA REPRESENTS THE UMASS MEMORIAL MEDICAL CENTER AND THE MEMBER HOSPITALS, CLINTON, MARLBOROUGH, HEALTHALLIANCE AND WING MEMORIAL.PART I, LINE 7G: NO COST ATTRIBUTABLE TO A PHYSICIAN CLINIC IS INCLUDED IN SUBSIDIZED HEALTH SERVICES.
PART I, L7 COL(F): BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A) WHICH WAS SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE AMOUNTS TO $48,795,577.
PART II: UMASS MEMORIAL HEALTH CARE RECOGNIZES COMMUNITY BUILDING ACTIVITIES AS BEING A PART OF THOSE 'SOCIAL DETERMINANTS OF HEALTH' THAT IMPACT THE HEALTH OF THE COMMUNITY. WE INVEST IN EDUCATIONAL COLLABORATIVES, COALITION BUILDING, ADVOCACY EFFORTS, COMMUNITY GARDENS, WORKFORCE DEVELOPMENT AND LEADERSHIP TRAINING PROGRAMS THAT SUPPORT YOUTH WHO ARE AT RISK OF DEVELOPING POOR AND RISKY HEALTH BEHAVIORS AND ARE EXPERIENCING VIOLENCE DUE TO POVERTY. WE ALSO INVEST IN ENVIRONMENTAL AND PHYSICAL IMPROVEMENT PROGRAMS SUCH AS BEAUTIFICATION OF LOW INCOME NEIGHBORHOOD PARKS TO ENABLE ACCESS TO SAFE PLAYGROUNDS THAT PROMOTE PHYSICAL ACTIVITY AS A WAY TO REDUCE OBESITY. THESE 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 STATE OF COMPLETE, PHYSICAL, MENTAL, AND SOCIAL WELL BEING AND NOT MERELY THE ABSENCE OF DISEASE.' BY ADOPTING THIS DEFINITION, UMASS MEMORIAL HEALTH CARE HAS EXPANDED ITS STRATEGY TO INCLUDE THE SOCIAL, ECONOMIC, AND POLITICAL 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 ACTIVITIES).
PART III, LINE 4: 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 AND STATISTICS. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE PERTAINING TO BAD DEBT EXPENSE, ACCOUNTS RECEIVABLE, OR THE ALLLOWANCE FOR DOUBTFUL ACCOUNTS. AMOUNTS RECORDED AS BAD DEBT EXPENSE AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS ARE PRESENTED DIRECTLY ON THE CONSOLIDATED STATEMENT OF OPERATIONS AND CONSOLIDATED BALANCE SHEETS RESPECTIVELY.
PART III, LINE 8: THE MEDICARE SHORTFALL IS THE SUBSIDIZED AMOUNT OF CARE PROVIDED TO PATIENTS AND IS CONSIDERED A COMMUNITY BENEFIT. THIS SHORTFALL INCLUDES LOW REIMBURSEMENT FOR CAPITAL DUE TO TIMING DIFFERENCES AS MAJOR INVESTMENTS ARE MADE, PROGRAMS RELATED TO EMERGENCY AND OTHER AMBULATORY PROGRAMS.
PART III, LINE 9B: EXEMPTION FROM SELF-PAY BILLING AND COLLECTION ACTION - THE ORGANIZATION WILL NOT INITIATE SELF-PAY BILLING AND COLLECTION ACTIVITY:A. UPON SUFFICIENT PROOF THAT A PATIENT IS A RECIPIENT OF EMERGENCY AID TO THE ELDERLY, DISABLED AND CHILDREN (EAEDC), OR ENROLLED IN THE HEALTH SAFETY NET (HSNO) OR MASSHEALTH, HEALTHY START, OR THE CHILDREN'S MEDICAL SECURITY PLAN WHOSE FAMILY INCOME IS EQUAL OR LESS THAN 400% OF THE FPL, WITH THE EXCEPTION OF CO-PAYS AND DEDUCTIBLES REQUIRED UNDER THE PROGRAM OF ASSISTANCE.B. IF 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.C. FOR MEDICAL HARDSHIP BILLS THAT EXCEED THE MEDICAL HARDSHIP CONTRIBUTION.D. UNLESS UMMMC HAS CHECKED THE EVS SYSTEM TO DETERMINE IF THE PATIENT HAS FILED AN APPLICATION FOR MASSHEALTH.E. FOR PARTIAL HEALTH SAFETY NET ELIGIBLE PATIENTS, WITH THE EXCEPTION OF ANY DEDUCTIBLES REQUIRED.NOTE: THE ORGANIZATION 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.
PART V, SECTION B, LINE 13G: PATIENTS WHO ARE SCHEDULED TO BE ADMITTED AND HAVE BEEN IDENTIFIED AS NON INSURED AND/OR IN NEED OF FINANCIAL ASSISTANCE WILL HAVE AN APPOINTMENT SCHEDULED PRIOR TO ADMISSION TO MEET WITH A FINANCIAL COUNSELOR. PATIENTS, WHO ARE ADMITTED TO THE HOSPITAL THROUGH THE EMERGENCY DEPARTMENT, WILL BE VISITED BY THE FINANCIAL COUNSELOR ONCE THE PATIENT IS ON THE INPATIENT FLOOR. THE MEETING WILL BE HELD WITH THE PATIENT AND/OR FAMILY AS THE PATIENT'S MEDICAL CONDITION PERMITS.	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 15E: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM UMMMC'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.	UMASS MEMORIAL MEDICAL CENTER, INC.
PART V, SECTION B, LINE 15E: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM HEALTHALLIANCE'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 15E: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM MARLBOROUGH'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 15E: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM WING'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.	WING MEMORIAL HOSPITAL CORPORATION
PART V, SECTION B, LINE 15E: POLICY ON LIENS-NO LIENS WILL BE INITIATED AGAINST A PATIENT'S PRIMARY RESIDENCE OR MOTOR VEHICLE WITHOUT WRITTEN APPROVAL FROM CLINTON'S BOARD OF TRUSTEES. ALL APPROVALS BY THE BOARD OF TRUSTEES WILL BE MADE ON AN INDIVIDUAL CASE BASES. WE ALSO SEND STATEMENTS AND MAKE PHONE CALLS.	CLINTON HOSPITAL ASSOCIATION
PART V, SECTION B, LINE 16E: 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.	UMASS MEMORIAL MEDICAL CENTER, INC.
PART V, SECTION B, LINE 16E: HEALTHALLIANCE HOSPITAL 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.	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 16E: 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.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 16E: WING 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.	WING MEMORIAL HOSPITAL CORPORATION
PART V, SECTION B, LINE 16E: CLINTON 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.	CLINTON HOSPITAL ASSOCIATION
PART V, SECTION B, LINE 17E: 1. PATIENTS WITH SELF-PAY RESPONSIBILITIES, INCLUDING EMERGENCY, ELECTIVE, SCHEDULED AND URGENT SERVICES WILL RECEIVE AN INITIAL BILL DELINEATING THE SERVICES AND AMOUNTS DUE FOR WHICH THEY ARE RESPONSIBLE.2. FOR ANY SELF-PAY RESPONSIBILITIES THAT REMAIN UNPAID AFTER THE INITIAL BILL, THE PATIENT WILL RECEIVE A SERIES OF MONTHLY STATEMENTS FOR 4 MONTHS OR UNTIL THE BALANCE IS RESOLVED, THE 4TH STATEMENT INDICATED AS A FINAL NOTICE. 3. PROVIDER ACCOUNTING STAFF WILL MAKE A TELEPHONE CALL TO ANY PATIENT WITH AN OUTSTANDING SELF-PAY BALANCE OF $1,000 OR MORE DURING THE NORMAL SELF-PAY BILLING AND COLLECTION PROCESS. 4. HAH WILL SEND A FINAL NOTICE BY CERTIFIED MAIL FOR BALANCES OVER $1,000 WHERE NOTICES HAVE NOT BEEN RETURNED AS "INCORRECT ADDRESS" OR "UNDELIVERABLE" FOR EMERGENCY CARE PATIENTS.5. ADDITIONAL NOTICES AND/OR LETTERS MAY BE SENT TO DEBTOR PATIENTS DURING THE BILLING AND COLLECTION PROCESS IN AN EFFORT TO RESOLVE OUTSTANDING BALANCES.6. RETURNED MAIL AND/OR UNDELIVERABLE MAIL WILL BE RESEARCHED BY THE PROVIDER ACCOUNTING STAFF TO OBTAINED VALID ADDRESSES. DATABASES AND PRIOR VISIT INFORMATION WILL BE UTILIZED.7. ALL SUCH EFFORTS TO COLLECT BALANCES, AS WELL AS ANY PATIENT INITIATED INQUIRIES, WILL BE DOCUMENTED ON THE GUARANTOR'S ACCOUNT AND AVAILABLE FOR REVIEW.	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 19D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.	UMASS MEMORIAL MEDICAL CENTER, INC.
PART V, SECTION B, LINE 19D: HEALTHALLIANCE CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 19D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 19D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.	WING MEMORIAL HOSPITAL CORPORATION
PART V, SECTION B, LINE 19D: THE HOSPITAL FACILITY BILLS GROSS CHARGES WITH A 20% PROMPT PAY DISCOUNT.	CLINTON HOSPITAL ASSOCIATION
PART V, SECTION B, LINE 21: UMMMC CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.	UMASS MEMORIAL MEDICAL CENTER, INC.
PART V, SECTION B, LINE 21: HEALTHALLIANCE CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.	HEALTHALLIANCE HOSPITAL, INC.
PART V, SECTION B, LINE 21: MARLBOROUGH CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.	MARLBOROUGH HOSPITAL
PART V, SECTION B, LINE 21: WING CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.	WING MEMORIAL HOSPITAL CORPORATION
PART V, SECTION B, LINE 21: CLINTON CHARGES ALL PATIENTS THE PUBLISHED CHARGE. WHEN THE PATIENT HAS BEEN DETERMINED FOR A DISCOUNT, THE DISCOUNT IS THEN APPLIED TO THE TOTAL CHARGE, AND THE AMOUNT OWED BY THE GUARANTOR IS NOW REDUCED.	CLINTON HOSPITAL ASSOCIATION
FINANCIAL ASSISTANCE- HAH EMPLOYS A STAFF OF FINANCIAL 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, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS, PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE APPLICATION(S) FOR MASS HEALTH AND/OR HEALTH SAFETY NET, AND ASSIST PATIENTS WITH THE APPLICATION PROCESS.	PART V, QUESTION 12	HEALTHALLIANCE HOSPITAL, INC.
PART I, LINE 7B - UNDER THE MEDICAID STATE PLAN, UMMHC IS ONE OF TWO HOSPITAL SYSTEMS IN THE STATE THAT QUALIFY AS ESSENTIAL MASSHEALTH HOSPITALS, WHICH PERMITS THE STATE TO PAY IT SUPPLEMENTAL PAYMENTS IN ADDITION TO UMMHC'S STANDARD MEDICAID PAYMENT. THE STANDARD MEDICAID PAYMENT REIMBURSES UMMHC APPROXIMATELY 73% OF THE COST OF PROVIDING SERVICES TO MASSHEALTH PATIENTS. MEDICAID SUPPLEMENTAL FUNDS PROVIDE ADDITIONAL REVENUE TO THE UMMHC HEALTH CARE SYSTEM IN RECOGNITION AND SUPPORT OF UMMHC'S SPECIAL RELATIONSHIP AND OBLIGATIONS TO THE STATE'S ONLY PUBLIC MEDICAL SCHOOL TO FURTHER ITS PUBLIC MISSION AS WELL AS ITS COMMITMENT TO ITS COMMUNITY AS THE REGIONS ONLY SAFETY NET HOSPITAL. THESE SUPPLEMENTAL PAYMENTS ARE MADE PURSUANT TO A SPECIFIC PROVISION ON THE MEDICAID STATE PLAN.
PART VI, LINE 2: EACH OF OUR HOSPITALS HAS A DESIGNATED COMMUNITY BENEFITS PROGRAM STAFF THAT HAS JOINED EFFORTS WITH THEIR RESPECTIVE COMMUNITY AND TAKEN INTO ACCOUNT INPUT FROM COMMUNITY STAKEHOLDERS IN DEVELOPMENT OF THEIR COMMUNITY NEEDS ASSESSMENT.UMASS MEMORIAL MEDICAL CENTER:UMASS MEMORIAL MEDICAL CENTER HAS ASSEMBLED A DIVERSE TEAM THAT IS IN THE PROCESS OF UPDATING THE COMMUNITY NEEDS ASSESSMENT, THE LAST COMMUNITY NEEDS ASSESSMENT, THE WORCESTER INDICATORS REPORT, WAS ANNOUNCED TO THE PUBLIC IN THE PRESENCE OF 100+ COMMUNITY LEADERS IN 2008 AND WAS THE FINAL PRODUCT OF A COLLABORATIVE EFFORT AND AN EXTENSIVE COMMUNITY ENGAGEMENT PROCESS THAT HAD UMASS MEMORIAL LEADERSHIP STAFF WORKING CLOSELY WITH COMMON PATHWAYS CHNA 8, A CITY-WIDE HEALTH COMMUNITIES INITIATIVE. UMASS MEMORIAL MEDICAL CENTER HAS COLLECTED THE DATA FOR UPDATING THIS NEEDS ASSESSMENT AND IS IN THE PROCESS OF DEVELOPING THE PLAN TO IDENTIFY PRIORITIES AND COMPLETE THE IMPLEMENTATION STRATEGY.CLINTON HOSPITAL:IN 2011, CLINTON HOSPITAL PARTICIPATED IN THE DEVELOPMENT OF A COMMUNITY NEEDS ASSESSMENT REPORT TITLED, THE COMMUNITY NEEDS ASSESSMENT OF CENTRAL MASSACHUSETTS. THE HOSPITAL WORKED WITH THE FOLLOWING ORGANIZATIONS TO COMPLETE THE ASSESSMENT: HEALTHALLIANCE HOSPITAL, COMMUNITY HEALTH NETWORK OF NORTH CENTRAL MASSACHUSETTS (CHNA 9), THE JOINT COALITION ON HEALTH OF NORTH CENTRAL MASSACHUSETTS AND THE MINORITY COALITION OF NORTH CENTRAL MASSACHUSETTS. THE HOSPITAL IS IN THE PROCESS OF IDENTIFYING PRIORITIES AND DEVELOPING AN IMPLEMENTATION PLAN.HEALTHALLIANCE HOSPITAL:IN 2011, HEALTHALLIANCE HOSPITAL PARTICIPATED IN THE DEVELOPMENT OF A COMMUNITY NEEDS ASSESSMENT REPORT TITLED, THE COMMUNITY NEEDS ASSESSMENT OF CENTRAL MASSACHUSETTS. THE HOSPITAL WORKED WITH THE FOLLOWING ORGANIZATIONS TO COMPLETE THE ASSESSMENT: CLINTON HOSPITAL, COMMUNITY HEALTH NETWORK OF NORTH CENTRAL MASSACHUSETTS (CHNA 9), THE JOINT COALITION ON HEALTH OF NORTH CENTRAL MASSACHUSETTS AND THE MINORITY COALITION OF NORTH CENTRAL MASSACHUSETTS. THE HOSPITAL IS IN THE PROCESS OF IDENTIFYING PRIORITIES AND DEVELOPING AN IMPLEMENTATION PLAN.MARLBOROUGH HOSPITAL:MARLBORO HOSPITAL CONDUCTED ITS MOST RECENT NEEDS ASSESSMENT IN FY2010/2011 WITH INPUT FROM A WIDE ARRAY OF COMMUNITY STAKEHOLDERS AND IS CURRENTLY DEVELOPING ITS PLAN TO UPDATE IDENTIFIED PRIORITIES AND DEVELOP AN IMPLEMENTATION PLAN. WING MEMORIAL HOSPITAL:WING MEMORIAL HOSPITAL IS IN THE PROCESS OF WORKING WITH SEVERAL AREA HOSPITALS AND COMMUNITY STAKEHOLDERS IN GATHERING DATA TO IDENTIFY PRIORITIES AND DEVELOP AN IMPLEMENTATION PLAN.
PART VI, LINE 3: PATIENT ED OF ELIGIBILITY FOR ASSISTANCE - UMASS MEMORIAL INFORMS AND EDUCATES PATIENTS/OTHERS ABOUT ELIGIBILITY FOR AVAILABLE COVERAGE AND/OR CHARITY CARE BY EMPLOYING A LARGE (25+) STAFF OF FINANCIAL COUNSELORS, EXPERT IN MATCHING PATIENTS TO AVAILABLE COVERAGE AND CHARITY CARE OPTIONS AND ASSISTING PATIENTS THROUGH THE APPLICATION PROCESS. FURTHER, UMASS MEMORIAL WORKS TO CONNECT POTENTIALLY ELIGIBLE PATIENTS TO OUR FINANCIAL COUNSELORS THROUGH- WIDELY DISTRIBUTED BROCHURES- SIGNS POSTED IN HIGH TRAFFIC PATIENT AREAS- EDUCATION OF OUR CLINICIANS- ATTENDANCE AT NUMEROUS COMMUNITY OUTREACH EVENTS- REFERRAL OF ALL SELF-PAY PATIENTS AT THE POINT OF OUTPATIENT SCHEDULING/REGISTRATION- VISITS TO INPATIENTS WITHOUT HEALTH INSURANCE OR WITH COVERAGE GAPS- BILLBOARDS POSTED IN THE COMMUNITY- MESSAGES ON ALL PATIENT BILLS AND STATEMENTS- MAILINGS TO PATIENTS- CONVENIENT FINANCIAL COUNSELOR LOCATIONS WITHIN OR CONTIGUOUS TO CLINICAL AREAS.
PART VI, LINE 4: GEOGRAPHICAL REACH - UMASS MEMORIAL HEALTH CARE SERVES APPROXIMATELY ONE MILLION RESIDENTS OF CENTRAL NEW ENGLAND. OUR CENTRAL MASSACHUSETTS SERVICE AREA INCLUDES ALL SIXTY CITIES AND TOWNS IN WORCESTER COUNTY FROM THE NEW HAMPSHIRE BORDER IN THE NORTH TO THE CONNECTICUT AND RHODE ISLAND BORDERS IN THE SOUTH. IT EXTENDS TO THE WEST INTO SEVEN TOWNS IN HAMPDEN COUNTY AND THREE TOWNS IN HAMPSHIRE COUNTY. FIVE HOSPITALS SERVE THIS GEOGRAPHIC AREA.REGIONAL DESCRIPTION - THE CENTRAL NEW ENGLAND REGION IS A MIX OF CITIES AND URBANIZED CENTERS, SUBURBS, SMALL TOWNS AND RURAL AREAS WITH SOME AGRICULTURE. SEVEN TOWNS IN OUR SERVICE AREA ARE DEFINED BY THE U.S. DEPARTMENT OF HEALTH, HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA) AS RURAL BASED ON THEIR RURAL URBAN COMMUNITY AREA (RUCA) CODES, 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. SEVERAL TOWNS AND CITIES IN THE NORTH COUNTY ARE DESIGNATE BY HRSA AS HPSAS AND AS HAVING MEDICALLY-UNDERSERVED POPULATIONS (MUPS), ANOTHER DESIGNATION INDICATING NEED BECAUSE THEIR RESIDENTS FACE ECONOMIC, LINGUISTIC AND CULTURAL BARRIERS TO CARE. 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 DATA FOR 2010 INDICATED THAT THE MEDIAN HOUSEHOLD INCOME FOR WORCESTER COUNTY WAS $29,316. FOR THE CITY OF WORCESTER, THE REGION'S LARGEST URBAN AREA, IT WAS CONSIDERABLY LOWER AT $23,135. ACCORDING TO THE CENSUS DATA, OF THE CITY'S TOTAL 181,045 RESIDENTS, 19.4% ARE LIVING BELOW THE POVERTY LEVEL. THE NUMBER OF CHILDREN UNDER THE AGE OF 18 LIVING BELOW THE POVERTY LEVEL ROSE TO 29.6% IN 2010 FROM 25% IN 2005-2009. (SOURCE: U.S. CENSUS 2010 AND 2010 AMERICAN COMMUNITY SURVEY 1-YEAR ESTIMATES, U.S. CENSUS.) THE UNEMPLOYMENT RATE IN WORCESTER COUNTY RANGED BETWEEN 9.3 IN JANUARY 2011 AND 7.2 IN DECEMBER 2011. (SOURCE: MASSACHUSETTS EXECUTIVE OFFICE OF LABOR WORKFORCE AND DEVELOPMENT.) 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. (SOURCE: MASSACHUSETTS DEPARTMENT OF EDUCATION.) SINCE 2008, UMASS MEMORIAL HEALTH CARE FACILITIES HAVE FILED OVER 5,000 SNAP (FOOD STAMP) AND SPECIAL SUPPLEMENTAL NUTRITION PROGRAM FOR WOMEN, INFANTS AND CHILDREN (WIC) APPLICATIONS. CENTRAL MASSACHUSETTS HAS ALSO BEEN HARD-HIT BY THE FORECLOSURES CRISIS. BETWEEN 2006 AND 2011, THERE WERE NEARLY 26,000 FORECLOSURES IN WORCESTER COUNTY. (SOURCE: REALTYRAC, THE WARREN GROUP.) WHILE THE NUMBER OF FORECLOSURE PETITIONS IN THE REGION DECREASED IN 2011, THE TIME PERIOD FOR FORECLOSURES TO BE COMPLETED HAS INCREASED, SO AN UPTICK IS EXPECTED IN FORECLOSURES AS PREVIOUSLY FILED PETITIONS ARE COMPLETED IN THE COMING TWO YEARS.DEMOGRAPHIC AND HEALTH FACTORS - THE DEMOGRAPHICS OF THE REGION VARY WIDELY ACROSS THE REGION. WORCESTER COUNTY HAS A TOTAL POPULATION OF 798,552 AND IS 86% WHITE. THE CITY OF WORCESTER IS A LEADING RESETTLEMENT SITE FOR IMMIGRANTS DUE TO ITS LOWER COST OF LIVING AND AVAILABLE SERVICES AND ACCOUNTS FOR THE GREATEST INCREASE OF DIVERSITY IN THE REGION. ACCORDING TO U.S. CENSUS 2010 FIGURES, THE HISPANIC POPULATION AND OTHER NON-HISPANIC, NON-WHITE ETHNIC GROUPS HAVE NOTABLY INCREASED WHILE THE WHITE, NON-HISPANIC POPULATION HAS DECREASED. THE NUMBER OF HISPANICS LIVING IN THE CITY OF WORCESTER HAS GROWN BY 35% AND BY MORE THAN 46% STATEWIDE OVER THE PAST 10 YEARS. THE CITY'S FOREIGN BORN POPULATION IS SIGNIFICANTLY HIGHER THAN WORCESTER COUNTY AS A WHOLE, ACCOUNTING FOR THE MAJORITY OF THIS POPULATION IN THE REGION. THE CITY'S FOREIGN BORN POPULATION IS ALSO SIGNIFICANTLY HIGHER COMPARED TO THE NATION AND STATE OVERALL. ADDING TO THIS DIVERSITY IS AN INFLUX OF IMMIGRANTS AND NEW ARRIVAL REFUGEES. REFUGEES FROM IRAQ CURRENTLY ACCOUNT FOR THE GREATEST PERCENTAGE OF NEW IMMIGRANTS FOLLOWED BY REFUGEES FROM BHUTAN, BURMA AND LIBERIA. THIS GROWING DIVERSITY HAS BROADENED THE NEED FOR INTERPRETER SERVICES FOR MEDICAL CARE. FOR EXAMPLE, IN ITS FISCAL YEAR 2011, UMASS MEMORIAL HEALTH CARE DELIVERED 122,963 DOCUMENTED INTERPRETATIONS FOR MEDICAL SERVICES IN OVER 87 LANGUAGES. NINETY PERCENT OF ALL INTERPRETATIONS PROVIDED BY UMMHC WERE CONDUCTED IN: SPANISH, PORTUGUESE, VIETNAMESE, ARABIC, ALBANIAN AND AMERICAN SIGN LANGUAGE. THE REMAINING TEN PERCENT WERE 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%.ACCESS TO CARE - APPROXIMATELY 90% OF PEOPLE HAVE HEALTH INSURANCE. DESPITE THIS, THERE REMAINS A CHURNING OF ENROLLMENTS WITH MANY DROPPING OFF. HEALTH INSURANCE ENROLLMENT REMAINS AN ISSUE AS EVIDENCED BY UMMHC'S RATES OF ENROLLMENT ASSISTANCE IN HEALTH SAFETY NETWORK, COMMONWEALTH CARE AND MEDICAID APPLICATIONS.CHRONIC DISEASE OVERVIEW:- OVERWEIGHT & OBESITY: HIGH RATES OF OVERWEIGHT AND OBESITY ARE A LEADING PUBLIC HEALTH CONCERN IN THE REGION AND PARTICULARLY IN THE CITY OF WORCESTER. LOWER-INCOME RESIDENTS ARE SIGNIFICANTLY MORE LIKELY TO SUFFER FROM OBESITY AND OTHER DIET-RELATED HEALTH PROBLEMS. NEARLY 70% OF HISPANIC ADULTS IN THE REGION WERE OVERWEIGHT OR OBESE, BUT WITHIN ETHNIC GROUPS, BLACKS WERE MORE LIKELY TO BE OBESE. CHILDREN LIVING IN THE CITY OF WORCESTER ARE OVERWEIGHT AT HIGHER RATES THAN THE STATE AS A WHOLE. OVERALL, THE AVERAGE FOR OBESE YOUTH ENTERING FIRST GRADE IN THE CITY OF WORCESTER IS 20.25% COMPARED TO THE NATIONWIDE AVERAGE OF 10%. PARTICULARLY ALARMING IS A DRAMATIC INCREASE IN THE PAST DECADE OF OBESITY AMONG 1ST GRADERS IN THE ASIAN COMMUNITY. IN WORCESTER COUNTY, OBESITY IS MORE PREVALENT AMONG MINORITY ETHNIC GROUPS. AMONG ADULTS, NEARLY 70% OF HISPANICS WERE OVERWEIGHT OR OBESE, BUT WITHIN ETHNIC GROUPS, BLACKS WERE MORE LIKELY TO BE OBESE. (SOURCE: MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH/MASSCHIP; DALE MAGEE, COMMISSIONER, WORCESTER DEPARTMENT OF PUBLIC HEALTH, HEALTH OF WORCESTER 2011 REPORT, WORCESTER PUBLIC SCHOOLS.)- DIABETES: THE PREVALENCE OF DIABETES AMONG WORCESTER COUNTY RESIDENTS IS SLIGHTLY LOWER THAN THE STATE AS A WHOLE. DIABETES IS MORE PREVALENT AMONG BLACK AND HISPANIC POPULATIONS AND THOSE 65 YEARS OLD AND OVER. THE PREVALENCE OF HEART DISEASE IN THE REGION IS SIGNIFICANTLY HIGHER AMONG LOWER INCOME RESIDENTS.- ASTHMA: ASTHMA AFFECTS PEOPLE OF ALL AGES, RACES, GENDERS AND SOCIO-ECONOMIC STATUS, HOWEVER, IT OCCURS AT DISPROPORTIONATELY HIGHER RATES AMONG SOME ETHNIC AND RACIAL POPULATIONS. THE PREVALENCE OF ASTHMA IS HIGHER AMONG FEMALES AND HISPANIC ADULTS IN WORCESTER COUNTY COMPARED TO THE STATE AND INCREASING AMONG CHILDREN AGES 0-19 YEARS OLD. (SOURCE: MDPH, MASSCHIP CUSTOMER REPORTS.)CONTINUED ON SCHEDULE O
PART VI, LINE 6: UMASS MEMORIAL HEALTH CARE UTILIZES QUANTITATIVE AND QUALITATIVE DATA AND COMMUNITY PARTICIPATORY ENGAGEMENT AS A MEANS TO IDENTIFY ISSUES IMPACTING THE HEALTH OF THE COMMUNITY. AS SUCH, ONE OF OUR KEY STRATEGIES IS ENSURING THAT OUR CLINICAL SYSTEM LEADERS ARE INVOLVED AND ACTIVELY PARTICIPATE IN AREA COALITIONS AND PLANNING EFFORTS. THIS MEANS THAT WE ARE CONVENING MEETINGS WITH REPRESENTATIVES FROM VARIOUS NEIGHBORHOODS, COMMUNITY ORGANIZATIONS AND NEW IMMIGRANT GROUPS, SOLICITING INPUT AND RECOMMENDATIONS, PARTICIPATING IN COMMUNITY-BASED ETHNIC EVENTS AND CO-CHAIRING INITIATIVES. FOR EXAMPLE, THE CEO OF THE CLINICAL SYSTEM AND MEMBERS OF OUR SENIOR LEADERSHIP CO-CHAIR COALITIONS AND PARTICIPATE AS MEMBERS OF MULTIPLE BOARDS THAT ARE ADDRESSING IDENTIFIED DISPARITIES AND PUBLIC HEALTH NEEDS. IN WORCESTER WE'VE PLAYED AN IMPORTANT ROLE BY FUNDING THE DEPARTMENT OF PUBLIC HEALTH COMMISSIONER'S POSITION.
PART VI, LINE 7: UMASS MEMORIAL HEALTH CARE IS THE LARGEST NOT-FOR-PROFIT HEALTH CARE SYSTEM IN CENTRAL NEW ENGLAND. THROUGH THE COLLECTIVE EFFORTS OF UMASS MEMORIAL MEDICAL CENTER AND FOUR COMMUNITY HOSPITALS - CLINTON HOSPITAL, HEALTHALLIANCE HOSPITAL, MARLBOROUGH HOSPITAL AND WING MEMORIAL HOSPITAL AND MEDICAL CENTERS, WE ARE IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH. OUR FIVE HOSPITALS WORK CLOSELY WITH THEIR RESPECTIVE COMMUNITIES TO IDENTIFY AND PRIORITIZE COMMUNITY NEEDS. OUR COMMUNITY BENEFITS MISSION WAS DEVELOPED AND RECOMMENDED BY A COMMUNITY BENEFITS ADVISORY COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES OF THE CLINICAL SYSTEM AND HAS BEEN ADOPTED BY ALL FIVE HOSPITALS. A STANDING COMMUNITY BENEFITS COMMITTEE HAS BEEN ESTABLISHED AT THE BOARD OF TRUSTEE LEVEL TO OVERSEE THE CLINICAL SYSTEM'S RESPONSIBILITIES TO THE COMMUNITY AND TO STRENGTHEN OUR ORGANIZATIONAL COMMITMENT AND ACCOUNTABILITY. EACH HOSPITAL'S COMMUNITY BENEFITS PROGRAM FOCUSED ON THE NEEDS OF UNDERSERVED POPULATIONS AND SUPPORTS ADDRESSING IDENTIFIED UNMET HEALTH NEEDS. IN ADDITION, EACH HOSPITAL HAS ITS OWN COMMUNITY BENEFITS PROGRAM STAFF AND AS SUCH HAS DEVELOPED COMMUNITY LINKAGES WITHIN THEIR SERVICE AREA THAT ARE WORKING TOWARDS ADDRESSING THE HEALTH NEEDS OF THEIR RESPECTIVE COMMUNITY.AS OF APRIL 1, 2012, ALL UMASS MEMORIAL HEALTH CARE HOSPITALS WILL HAVE FILED A 2011 COMMUNITY BENEFITS REPORT WITH THE MASSACHUSETTS ATTORNEY GENERAL OFFICE.
MA	REPORTS FILED WITH STATES	PART VI, LINE 7

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC
19 TACOMA STREET	WORCESTER	MA	01605	042513817	501 (C) (3)	1000000	SUPPORT FOR HEALTH CENTER'S MISSION
FAMILY HEALTH CENTER OF WORCESTER INC
26 QUEEN STREET	WORCESTER	MA	01610	042485308	501 (C) (3)	1000000	SUPPORT FOR HEALTH CENTER'S MISSION

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	2	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS	TypeOfGrant
Number Of Recipients	32	NumberOfRecipients
Amount Of Cash Grant	64000	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	OTHER INFORMATION:	Identifier
Return Reference	PART IV:	ReturnReference
Explanation	PART I LINE 2: GRANTS - AT REASONABLE INTERVALS, RE-EVALUATION OF THE GRANTS WILL OCCUR TO ENSURE THAT THE ARRANGEMENTS ARE EXPECTED TO CONTINUE TO SATISFY THE STANDARD SET FORTH. THE HEALTH CENTERS WILL DOCUMENT THE RE-EVALUATION CONTEMPORANEOUSLY. PART I LINE 2: SCHOLARSHIPS - PRIOR TO THE DISTRIBUTION OF ANY AND ALL SCHOLARSHIP FUNDS, HEALTHALLIANCE REQUIRES VERIFICATION OF PROGRAM ENROLLMENT FROM ALL RECIPIENTS. PART II LINE 1(H): 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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (71 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ANDRIENI JULIA MD
272341	0	35244	0	21	0	12250	0	9582	0	329438	0	0	0
AROUS ELIAS J MD
571120	0	31731	0	57	0	12250	0	23344	0	638502	0	0	0
AYERS DAVID MD
503029	0	40000	0	57	0	12250	0	26049	0	581385	0	0	0
BAGLEY PETER H MD
235593	0	207425	0	57	0	79473	0	26049	0	548597	0	0	0
BROWN ALAN P MD
152354	0	8810	0	57	0	8343	0	22351	0	191915	0	0	0
CARLUCCI DANIEL MD
277316	0	25000	0	0	0	12250	0	27298	0	341864	0	0	0
CAVAGNARO CHARLES III MD
298335	0	85767	0	577	0	119576	0	32365	0	536620	0	0	0
CHANDLER WILLIS
259168	0	63078	0	9182	0	52398	0	19807	0	403633	0	9182	0
CHESHIRE BRYAN MD
196749	0	38544	0	57	0	11770	0	2427	0	249547	0	0	0
CIRILLO BETTYANN MD
238900	0	14609	0	927	0	4916	0	23730	0	283082	0	0	0
COFONE MICHAEL J
232044	0	16923	0	131605	0	3779	0	20889	0	405240	0	0	0
CORBETT WILLIAM MD
271744	0	79997	0	21453	0	53055	0	19806	0	446055	0	21353	0
DALY SHEILA
198099	0	53446	0	577	0	91325	0	17692	0	361139	0	0	0
FELICE MARIANNE E MD
194497	0	24000	0	57	0	18894	0	25943	0	263391	0	0	0
FERGUSON R KEVIN MD
180307	0	47566	0	57	0	11635	0	22075	0	261640	0	0	0
FERRUCCI JOSEPH MD
358853	0	31000	0	57	0	12250	0	25312	0	427472	0	0	0
GUNDERSEN JASON MD
250675	0	135201	0	57	0	12250	0	10161	0	408344	0	0	0
KAUR SHUBJEET MD
267442	0	26000	0	57	0	12250	0	26049	0	331798	0	0	0
KEATING TODD A
462183	0	115874	0	39414	0	183185	0	15986	0	816642	0	38837	0
KENNEDY KATHRYN MD
208566	0	62055	0	57	0	12250	0	25218	0	308146	0	0	0
LAPIDAS GARY N
359690	0	80148	0	36102	0	160802	0	10278	0	647020	0	35525	0
LASSER DANIEL H MD
207111	0	100937	0	57	0	140038	0	24422	0	472565	0	0	0
LINDHOLM MARY S MD
133272	0	0	0	57	0	7034	0	23739	0	164102	0	0	0
MAGUIRE DAVID L MD
196154	0	44437	0	396	0	8356	0	1542	0	250885	0	0	0
MANNING GORDON MD
175138	0	12843	0	57	0	43500	0	11437	0	242975	0	0	0
MESSINA LOUIS MD
403350	0	97947	0	57	0	12250	0	23344	0	536948	0	0	0
MULDOON PATRICK L
381370	0	64286	0	51333	0	126360	0	30519	0	653868	0	50756	0
O'BRIEN JOHN G
922008	0	253219	0	165178	0	978472	0	19046	0	2337923	0	0	0
OKIKE O NSIDINANYA MD
361231	0	0	0	0	0	41511	0	14218	0	416960	0	0	0
POLANOWICZ JOHN
269569	0	57899	0	31131	0	81885	0	34774	0	475258	0	30554	0
POWER DIANE MD
240247	0	14042	0	1113	0	4975	0	26809	0	287186	0	0	0
SLAYTON VAL MD
156553	0	0	0	286645	0	3242	0	13574	0	460014	0	0	0
SOAR BART MD
142678	0	26050	0	54	0	7459	0	9718	0	185959	0	0	0
SWENSON DANA
228319	0	59031	0	0	0	86987	0	20326	0	394663	0	0	0
TOSI STEPHEN E MD
488415	0	117736	0	157308	0	58078	0	25488	0	847025	0	80944	0
UMANZOR RENE M MD
147644	0	72595	0	60	0	9523	0	21266	0	251088	0	0	0
VOLTURO GREGORY MD
245357	0	72405	0	57	0	12250	0	26049	0	356118	0	0	0
WESOLOWSKI PAUL
158357	0	8044	0	3677	0	540	0	18449	0	189067	0	0	0
ZIEDONIS DOUGLAS MD
184083	0	34000	0	57	0	11324	0	26049	0	255513	0	0	0
ALLICON KEARY T
140810	0	15608	0	0	0	20758	0	20483	0	197659	0	0	0
BERGAN THOMAS
228073	0	10285	0	15266	0	317871	0	10149	0	581644	0	15266	0
BROWN DOUGLAS S
361656	0	104096	0	35555	0	114257	0	21737	0	637301	0	35555	0
DICKSON ERIC MD
313139	0	93375	0	1260	0	60744	0	33363	0	501881	0	0	0
DION JEFFREY
160168	0	17400	0	0	0	24301	0	20685	0	222554	0	0	0
EKSTROM DEBORAH
187408	0	50641	0	15276	0	91403	0	24620	0	369348	0	13876	0
FELDMANN ROBERT
240733	0	64118	0	23560	0	122905	0	21106	0	472422	0	23560	0
FRAKER MURIEL E ESQUIRE
164204	0	8432	0	0	0	52060	0	26781	0	251477	0	0	0
MCCUE STEVEN
145488	0	15134	0	0	0	9382	0	18650	0	188654	0	0	0
O'BRIEN WILLIAM H
110593	0	0	0	57	0	29786	0	23247	0	163683	0	0	0
SMITH FRANCIS W
168759	0	10338	0	0	0	25753	0	24805	0	229655	0	0	0
STREETER MICHELE M
274566	0	66030	0	16736	0	97120	0	19806	0	474258	0	16736	0
BLUTE MICHAEL
466308	0	58526	0	0	0	48396	0	27048	0	600278	0	0	0
BRENCKLE GEORGE PHD
290526	0	68755	0	24444	0	92534	0	27274	0	503533	0	24444	0
DALEY JENNIFER MD
352559	0	72362	0	0	0	36875	0	22997	0	484793	0	0	0
DIAMOND VICTORIA
253619	0	68187	0	0	0	94476	0	26744	0	443026	0	0	0
ETTINGER WALTER H MD
688066	0	170899	0	61735	0	278909	0	20543	0	1220152	0	55209	0
FISHER BARBARA
244955	0	55256	0	16907	0	85550	0	19806	0	422474	0	16907	0
HYLKA SHARON
297093	0	74085	0	21531	0	220510	0	20591	0	633810	0	20954	0
KLUGMAN ROBERT MD
380371	0	94454	0	27847	0	219854	0	22991	0	745517	0	27847	0
KRUGER NANCY
287303	0	68570	0	63842	0	56732	0	11641	0	488088	0	0	0
PHILLIPS ROBERT A
581622	0	163281	0	54848	0	210024	0	28482	0	1038257	0	54848	0
RANDOLPH JOHN T
191944	0	42391	0	0	0	116014	0	22072	0	372421	0	0	0
WEBB PATRICIA
311409	0	81091	0	24877	0	87608	0	26281	0	531266	0	24300	0
ANDERSON MILTON C
0	0	0	0	0	0	0	0	0	0			0	0
FAIRCHILD DAVID MD
0	0	0	0	0	0	0	0	0	0			0	0
MAYKEL JUSTIN MD
277609	0	284923	0	57	0	12250	0	22607	0	597446	0	0	0
BUSCONI BRIAN D MD
490861	0	54167	0	57	0	12250	0	23344	0	580679	0	0	0
ZIVNY JAROSLAV MD
233025	0	310736	0	57	0	12399	0	28066	0	584283	0	0	0
MALONEY MARY E MD
393684	0	120136	0	57	0	12250	0	23344	0	549471	0	0	0
LEVEY JOHN MD
260315	0	244835	0	57	0	12250	0	23344	0	540801	0	0	0
WARRING WENDY
0	0	0	0	117663	0	0	0	0	0	117663	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
PART I, LINE 1A	SPLIT DOLLAR GROSS UP CALCULATIONS TO JOHN O'BRIEN AND WALTER ETTINGER WHICH ARE TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4B	NAME OF PARTICIPANTS IN OR RECEIVING PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TODD A. KEATING $38,837 JOHN G. O'BRIEN $0 DOUGLAS S. BROWN $35,555 WALTER H. ETTINGER, M.D. $55,209 NANCY KRUGER $0 GEORGE BRENCKLE, PH.D. $24,444 ROBERT PHILLIPS $54,848 PATRICIA WEBB $24,300 JOHN RANDOLPH $0 SHARON HYLKA $20,954 VICTORIA DIAMOND $0 ROBERT KLUGMAN $27,847 BARBARA FISHER $16,907 WILLIS CHANDLER $9,182 THOMAS BERGAN $15,266 CHARLES CAVAGNARO, III, MD $0 WILLIAM CORBETT, MD $21,353 SHEILA DALY $0 ERIC DICKSON, MD $0 DEBORAH EKSTROM $13,876 ROBERT FELDMANN $23,560 GARY N. LAPIDAS $35,525 PATRICK L. MULDOON $50,756 JOHN POLANOWICZ $30,554 MICHELE M. STREETER $16,736 DANA SWENSON $0 STEPHEN E. TOSI, MD $80,944 MICHAEL J. COFONE $130,424 VAL SLAYTON, M.D. $170,651 MICHAEL BLUTE, M.D. $0 JENNIFER DALEY, M.D. $0
PART III	PART II - DISCLOSURES: 1) JOHN O'BRIEN'S RETIREMENT AND OTHER DEFERRED COMPENSATION AMOUNT INCLUDES A CONTINGENT DEFERRED COMPENSATION ACCRUAL OF $928,633 WHICH REMAINS THE PROPERTY OF UMASS MEMORIAL UNTIL AND UNLESS THE TERMS OF THE DEFERRED AGREEMENT ARE FULFILLED. 2) THE ABOVE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR. PART II - UNRELATED ORGANIZATION: THE OFFICERS, DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART II THAT RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION WERE PAID FOR THEIR SERVICES RELATED TO MEDICAL RESEARCH, EDUCATION OF MEDICAL STUDENTS AND RESIDENT TRAINING. AMOUNTS INCLUDE THEIR BASE COMPENSATION AND DEFERRED COMPENSATION FOR CALENDAR YEAR 2010. THE NAME OF THE UNRELATED ORGANIZATION IS UMASS MEDICAL SCHOOL. DANIEL LASSER, M.D. $254,808 MARIANNE E. FELICE, M.D. $213,090 ELIAS J. AROUS, M.D. $151,750 PETER H. BAGLEY, M.D. $140,016 ALAN P. BROWN, M.D. $73,177 SHUBJEET KAUR, M.D. $154,503 MARY LINDHOLM, M.D. $23,075 DAVID AYERS, M.D. $150,242 GREGORY VOLTURO, M.D. $183,649 MICHAEL P. ARONSON, M.D. $37,632 BRYAN CHESHIRE, M.D. $34,485 DOUGLAS ZIEDONIS, M.D. $205,470 JOSEPH FERRUCCI, M.D. $254,202 BRIAN D. BUSCONI, M.D. $124,750 JUSTIN MAYKEL, M.D. $113,700 JULIA ANDRIENI, M.D. $17,953 DANIEL CARLUCCI, M.D. $87,892 KATHRYN KENNEDY, M.D. $33,424 LOUIS MESSINA, M.D. $74,414 JAROSLAV ZIVNY, M.D. $66,839 MARY MALONEY, M.D. $148,200 JOHN LEVEY, M.D. $101,755	SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MHEFA-UMASS MEMORIAL SERIES D
042456011	57586CLQ6	2005-08-18	107450000	SEE PART V	0	0	0
MHEFA-UMASS MEMORIAL VARIABLE RATE SERIES E
042456011	57586EH27	2009-05-22	30000000	SEE PART V	0	0	0
MHEFA-UMASS MEMORIAL VARIABLE RATE SERIES F
042456011	57586EH27	2009-05-22	30000000	SEE PART V	0	0	0
MHEFA-MARLBOROUGH HOSPITAL VARIABLE RATE SERIES A
042456011		2009-11-24	9420000	SEE PART V	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount RetiredAmountRetired	Amount UnspentAmountUnspent
110030036	10835303	5411300	1384731	2935890	95000000	2006	0	1	1
30056959		666836	205455		26703915	2012	0	0	1	630000	3147590
30056959		630782	118700		26723915	2012	0	0	1	630000	3214343
9420000		226989	78458		9341542	2009	1	1	1	356000

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
1	0.00580	0.00580	1
0			1
0			1
0			1

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Exception To RebateExceptionToRebate
1	0	0
1	1	1
1	1	1
1	1	1

Form990 Schedule K Part V Form990ScheduleKPartV (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PART I - BOND ISSUE	MHEFA - UMASS MEMORIAL, SERIES D	PART I COLUMN (C ) CUSIP #: 57586CLQ6 PART I COLUMN (F) DESCRIPTION OF PURPOSE: COMPLETION OF THE EXPANSION OF THE EMERGENCY DEPT AND ROUTINE CAPITAL EQUIPMENT AND/OR RENOVATION PROJECTS
PART I - BOND ISSUE	MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES E	PART I COLUMN (C ) CUSIP #: 57586EH27 PART I COLUMN (F) DESCRIPTION OF PURPOSE: RENOVATION, EQUIPPING AND CONSTRUCTION FOR CLINICAL, SUPPORT SERVICE AND INFRASTRUCTURE PROJECTS
PART I - BOND ISSUE	MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES F	PART I COLUMN (C ) CUSIP #: 57586EH27 PART I COLUMN (F) DESCRIPTION OF PURPOSE: RENOVATION, EQUIPPING AND CONSTRUCTION FOR CLINICAL, SUPPORT SERVICE AND INFRASTRUCTURE PROJECTS
PART I - BOND ISSUE	MHEFA - MARLBOROUGH HOSPITAL VARIABLE RATE, SERIES A	PART I COLUMN (F) DESCRIPTION OF PURPOSE: PAY OFF HEFA POOL O LOAN, ER RENOVATIONS,EICU EQUIPMENT,CT SCAN LEASE,MAMMOGRAPHY UNIT
PART I - BOND ISSUE	MHEFA - UMASS MEMORIAL, SERIES G	PART I COLUMN (C ) CUSIP #: 57586EUS8 - 57586EUT6 - 57586EUU3 - 57586EUV1 - 57586EUW9 - 57586EUX7 - 57586EVE8 - 57586EUY5 - 57586EVF5 - 57586EUZ2 - 57586EVG3 - 57586EVA6 - 57586EVH1 - 57586EVB4 - 57586EVJ7 - 57586EVC2 - 57586EVD0 PART I COLUMN (F) DESCRIPTION OF PURPOSE: REFUNDING OF CENTRAL NEW ENGLAND HEALTH ALLIANCE SERIES A BOND (1993) AND MEDICAL CENTER OF CENTRAL MASSACHUSETTS, SERIES B (1992)
PART I - BOND ISSUE	MHEFA - UMASS MEMORIAL, SERIES H	PART I COLUMN (C ) CUSIP #: 57583UGP7 - 57583UGQ5 - 57583UGR3 - 57583UGS1 - 57583UGT9 - 57583UGU6 - 57583UGV4 - 57583UGW2 - 57583UHC5 - 57583UGX0 - 57583UGY8 - 57583UGZ5 - 57583UHA9 - 57583UHB7 PART I COLUMN (F) DESCRIPTION OF PURPOSE: PARTIAL REFUNDING OF MEDICAL CENTER VARIABLE RATE SERIES A BONDS (1998), REFUNDING IN FULL OF CENTRAL NEW ENGLAND HEALTH ALLIANCE SERIES B BONDS (1998) AND UMASS MEMORIAL SERIES C (2001).
PART II = PROCEEDS	DIFFERNCE BETWEEN PART I, COLUMN(E) AND PART II, LINE 3	MHEFA - UMASS MEMORIAL, SERIES D COLUMN (E) ISSUE PRICE OF $107,450,000; ADD ISSUE PREMIUM OF $604,814, ADD INTEREST EARNED ON PROCEEDS OF $2,935,890, LESS ISSUE DISCOUNT OF ($960,668), EQUALS LINE 3 OF $110,030,036. MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES E COLUMN (E) ISSUE PRICE OF $30,000,000; ADD INTEREST EARNED ON PROCEEDS OF $56,959, EQUALS LINE 3 OF $30,056,959. MHEFA - UMASS MEMORIAL VARIABLE RATE, SERIES F COLUMN (E) ISSUE PRICE OF $30,000,000; ADD INTEREST EARNED ON PROCEEDS OF $56,959, EQUALS LINE 3 OF $30,056,959. MHEFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $717,238, EQUALS LINE 3 OF $20,717,238. MHEFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $152,952, EQUALS LINE 3 OF $20,152,952. MHEFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $24,254, EQUALS LINE 3 OF $20,024,254. MHEFA - UMASS MEMORIAL MASTER LEASE COLUMN (E) ISSUE PRICE OF $20,000,000; ADD INTEREST EARNED ON PROCEEDS OF $5,301, EQUALS LINE 3 OF $20,005,301. MHEFA - UMASS MEMORIAL, SERIES G COLUMN (E) ISSUE PRICE OF $60,445,000; ADD ISSUE PREMIUM OF $1,388,656 ADD INTEREST EARNED ON PROCEEDS OF $176, EQUALS LINE 3 OF $61,833,832. MHEFA - UMASS MEMORIAL, SERIES H COLUMN (E) ISSUE PRICE OF $90,990,000; ADD ISSUE PREMIUM OF $1,303,778, EQUALS LINE 3 OF $92,293,778.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEIN	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MHEFA-UMASS MEMORIAL MASTER LEASE
042456011	2005-12-07	10000000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
042456011	2006-12-27	20000000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
042456011	2008-04-24	20000000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
042456011	2009-07-24	20000000	CAPITAL EQUIPMENT	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures
10000000	10000000	10000000	2006	1	1
15497037	20717238	19973035	2007	1	1	213490	26965	717238
10974538	20152952	19970928	2009	1	1	304462	29072	152952
6767853	20024254	19995754	2010	1	1	496858	28500

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0	0	0	0	0	1
0	0	0	0	0	1
0	0	0	0	0	1
0	0	0	0	0	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
1	0	0	0	0	1
1	0	0	0	0	1
1	0	0	0	0	1
1	0	0	0	0	1

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEIN	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MHEFA-UMASS MEMORIAL SERIES G
042456011	2010-05-27	60445000	SEE PART V	0	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
043431814	2010-12-09	20000000	CAPITAL EQUIPMENT	0	0	0
MHEFA-UMASS MEMORIAL SERIES H
043431814	2011-08-10	90990000	SEE PART V	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Amount UnspentAmountUnspent	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures
4795000	61833832	2790538	60722232	1099039	12561	2010	0	0	1
2394411	20005301	231537		33031		2011	0	1	1	5301	19966969
	92293778		90832107	1235315	226356	2011	1	0	1

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0	0	0	0	0	1
0	0	0	0	0	1
0	0	0	0	0	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Exception To RebateExceptionToRebate	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated
1	0	0	1
1	0	0	1
1	1	1	1	0	0

Schedule L IRS990ScheduleL

Loan Table LoanTable (5 entries)

Purpose Of LoanPurposeOfLoan	Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
WALTER ETTINGER
CSV OF LIFE INSURANCE - CURRENT KEY EMPLOYEE OF MEDICAL CENTER	X	$707,000	364279	0	1	1
THOMAS CUMMINGS
CSV OF LIFE INSURANCE - FORMER CEO OF MARLBOROUGH HOSPITAL	X	$377,630	212495	0	1	1
RICHARD H SCHEFFER
CSV OF LIFE INSURANCE - FORMER CEO OF WING MEMORIAL CORP.	X	$26,660	49542	0	1	1
WILLIAM J WILLIAMS
CSV OF LIFE INSURANCE - FORMER OFFICER OF HEALTHALLIANCE HOSPITALS, INC.	X	$1,981,627	3552266	0	1	1
FLOYD CONNELLY
CSV OF LIFE INSURANCE - FORMER EXECUTIVE DIRECTOR OF CMMIC, INC.	X	$455,570	292459	0	1	1

Field	Value	IRS element (for citing)
Total Balance Due	4471041	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (27 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
GORDON MANNING MD
CURRENT DIRECTOR	15600	RENTAL OF PROPERTY - INCOME	0
ROBERT KLUGMAN MD
KEY EMPLOYEE	15600	RENTAL OF PROPERTY - INCOME	0
DANIEL J O'LEARY MD
CURRENT DIRECTOR	72744	RENTAL OF PROPERTY - INCOME	0
FERNANDO CATALINA MD
CURRENT DIRECTOR	311058	RENTAL OF PROPERTY - INCOME	0
ROBERT L SHELTON JR MD
CURRENT DIRECTOR	54168	RENTAL OF PROPERTY - INCOME	0
MICHAEL J LYONS MD
CURRENT DIRECTOR	311508	RENTAL OF PROPERTY - INCOME	0
GORDON MANNING MD
CURRENT DIRECTOR	216967	RENTAL OF PROPERTY - EXPENSE	0
ROBERT KLUGMAN MD
KEY EMPLOYEE	216967	RENTAL OF PROPERTY - EXPENSE	0
JOHN CLEMENTI
CURRENT DIRECTOR	140741	RENTAL OF PROPERTY - EXPENSE	0
EDWARD MANZI
CURRENT DIRECTOR	35759	RENTAL OF PROPERTY - EXPENSE	0
EDWARD MANZI
CURRENT DIRECTOR	193320	RENTAL OF PROPERTY - EXPENSE	0
EDWARD NOONAN
CURRENT DIRECTOR	56133	INDEPENDENT CONTACTOR ARRANGEMENT	0
ROBERT HAVELES
CURRENT DIRECTOR	86142	INDEPENDENT CONTACTOR ARRANGEMENT	0
PATRICK TURLEY
CURRENT DIRECTOR	27904	INDEPENDENT CONTACTOR ARRANGEMENT	0
ANTHONY J MERCADANTE
CURRENT DIRECTOR & FAMILY MEMBER OF NICHOLAS MERCADANTE	220679	INDEPENDENT CONTACTOR ARRANGEMENT	0
WILLIAM F SULLIVAN SR
CURRENT DIRECTOR	366837	INDEPENDENT CONTACTOR ARRANGEMENT	0
JOHN BUDD
CURRENT DIRECTOR	1067515	INDEPENDENT CONTACTOR ARRANGEMENT	0
STEPHEN TOSI MD
CURRENT DIRECTOR	191158	INDEPENDENT CONTACTOR ARRANGEMENT	0
LYNDA YOUNG MD
CURRENT DIRECTOR	18000	INDEPENDENT CONTACTOR ARRANGEMENT	0
SUSAN ETTINGER
FAMILY MEMBER OF WALTER ETTINGER, KEY EMPLOYEE	25605	EMPLOYMENT ARRANGEMENT	0
KATHLEEN HYLKA
FAMILY MEMBER OF SHARON HYLKA, KEY EMPLOYEE	90971	EMPLOYMENT ARRANGEMENT	0
JOANNE D'ONFRO
FAMILY MEMBER OF PAUL D'ONFRO, DIRECTOR	46564	EMPLOYMENT ARRANGEMENT	0
ELLEN CARLUCCI
FAMILY MEMBER OF DANIEL CARLUCCI, MD, DIRECTOR	82670	EMPLOYMENT ARRANGEMENT	0
CHERYL SWENSON
FAMILY MEMBER OF DANA SWENSON, DIRECTOR	23396	EMPLOYMENT ARRANGEMENT	0
KATHRYN C MAY
FAMILY MEMBER OF DEBORAH EKSTROM, OFFICER	37547	EMPLOYMENT ARRANGEMENT	0
EILEEN HENRICKSON RN
FAMILY MEMBER OF DEBORAH EKSTROM, OFFICER	102307	EMPLOYMENT ARRANGEMENT	0
ELIZABETH GUNDERSEN MD
FAMILY MEMBER OF JASON GUNDERSEN, MD, DIRECTOR	227281	EMPLOYMENT ARRANGEMENT	0

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PART II - LOANS FROM INTERESTED PERSONS	THE CASH VALUE OF LIFE INSURANCE POLICIES:	AMOUNTS DUE FROM CURRENT AND FORMER OFFICERS PERTAIN TO SPLIT DOLLAR LIFE INSURANCE POLICIES OF THE RESPECTED INDIVIDUALS. THESE POLICIES WERE ORIGINATED AT VARIOUS TIMES DURING THE INSURED'S EMPLOYMENT WITH UMASS MEMORIAL HEALTH CARE, INC. THE CORRESPONDING POLICY PREMIUMS WERE FUNDED BY THE EMPLOYER AS AN EMPLOYEE BENEFIT. IN ACCORDANCE WITH IRS NOTICE 2002-8, TREASURY REGULATION 1.61-22 AND TREASURY REGULATION 1.7872-15, THESE PAYMENTS REQUIRE CLASSIFICATION AS LOANS DUE FROM THE INSURED. THESE LOAN BALANCES ARE REFLECTED AT THE LOWER OF THE DISCOUNTED CASH SURRENDER VALUE OR DISCOUNTED CUMULATIVE PREMIUMS PAID.
PART IV - BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS		SEVERAL OF OUR COMMUNITY HOSPITALS MAINTAIN LOCAL BANKING RELATIONSHIPS IN THEIR RESPECTIVE COMMUNITIES. WHICH HAVE BEEN ASSESSED AND MEET FAIR MARKET VALUE REQUIREMENTS. THE VALUE OF THESE RESPECTIVE RELATIONSHIPS ARE WELL BELOW THE DISCLOSURE THRESHOLDS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	327	NumberOfContributions
Noncash Contribs Rptd F990	64355	NoncashContribsRptdF990
Method Of Determining Revenues	FMV/SELLING PRICE	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	1	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	THIRD PARTY USE:	Identifier
Return Reference	PART I, LINE 32B:	ReturnReference
Explanation	UMASS MEMORIAL HEALTH CARE, INC. UTILIZES THE SERVICES OF UMASS MEMORIAL FOUNDATION, INC. TO SOLICIT DONOR CONTRIBUTIONS, ON OCCASION, THE ORGANIZATION RECEIVES GIFTS OF PUBLICLY TRADED STOCK. ALL GIFTS OF PUBLICLY TRADED STOCK ARE IMMEDIATELY SOLD UPON RECEIPT THROUGH AN INVESTMENT SERVICES FIRM.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2	DISCLOSURE YEAR, DISCLOSING INDIVIDUAL, TITLE/ROLE, RELATIONSHIP WITH, RELATIONSHIP UMMHC 2011 - JOHN BUDD, BOARD MEMBER, PAUL D'ONFRO (BUSINESS), ARTHUR BERGERON (BUSINESS), HARVARD PILGRIM HEALTH CARE (BOARD MEMBER) 2011 - ROBERT PHILLIPS, KEY EMPLOYEE, JULIA ANDRIENI (FAMILY) VENTURES 2011, NONE MEDICAL GROUP 2011, NONE MEMBER ENTITIES HEALTH ALLIANCE 2011 - MERCANDANTE, ANTHONY, BOARD MEMBER, NICHOLAS MERCANDANTE (FAMILY) 2011 - MERCANDANTE, NICHOLAS, BOARD MEMBER, ANTHONY MERCANDANTE (FAMILY) CHL 2011 - EKSTROM, DEBORAH, BOARD MEMBER, FIDELITY MUTUAL HOLDING COMPANY (BOARD MEMBER) & FIDELITY COOPERATIVE BANK (BUSINESS) MARLBOROUGH 2011 - MURPHY, MICHAEL, BOARD MEMBER, DANIEL CARLUCCI (BUSINESS), RICHARD BENNETT (BUSINESS), JOHN POLANOWICZ (BUSINESS), PHILIP PURCELL (BUSINESS) WING 2011 - PHANEUF, JAMES, BOARD MEMBER, CHARLES CAVAGNARO (BUSINESS), EDWARD J. NOONAN (BUSINESS), ROBERT S. HAVELES (BUSINESS), JAMES ST. AMAND (BUSINESS), PAUL SCULLY (BUSINESS), KATHERINE COOLIDGE (BUSINESS) 2011 - NOONAN, EDWARD, BOARD MEMBER, CHARLES CAVAGNARO (BUSINESS). JAMES ST. AMAND (BUSINESS) JAMES PHANEUF (BUSINESS) KATHERINE COOLIDGE (BUSINESS) ROBERT S. HAVELES (BUSINESS) PATRICK TURLEY (BUSINESS) ROLAND DESROCHERS (BUSINESS) ELAINE ANDERSON (BUSINESS) 2011 - DESROCHERS, ROLAND, BOARD MEMBER, CHARLES CAVAGNARO (BUSINESS), LINDA MITCHELL (BUSINESS) 2011 - TURLEY, PATRICK, BOARD MEMBER, LINDA MITCHELL (BUSINESS) EDWARD NOONAN (BUSINESS) RON CHRISTIANSEN (BUSINESS) PAUL SCULLY (BUSINESS) 2011 - HAVELES, ROBERT, BOARD MEMBER, EDWARD NOONAN (BUSINESS) JAMES PHANEUF (BUSINESS) LINDA MITCHELL (BUSINESS) PATRICK TURLEY (BUSINESS) 2011 - CHRISTIANSEN, RONALD, BOARD MEMBER, PATRICK TURLEY (BUSINESS) LINDA MITCHELL (BUSINESS) JAMES PHANEUF (BUSINESS) 2011- SCULLY, PAUL, BOARD MEMBER, RON CHRISTIANSEN (BUSINESS) PATRICK TURLEY (BUSINESS) ROBERT HAVELES (BUSINESS) JAMES PHANEUF (BUSINESS) CHARLES CAVAGNARO (BUSINESS) KATHERINE COOLIDGE (BUSINESS) LINDA MITCHELL (BUSINESS) ELAINE ANDERSON (BUSINESS) CLINTON 2011 - NONE
FORM 990, PART VI, SECTION A, LINE 6	THERE ARE NO CLASSES OF DIRECTORS. THE VOTING RIGHTS OF THE MEMBER'S BOARD ARE ABSOLUTE.
FORM 990, PART VI, SECTION A, LINE 7A	THE MAJORITY OF ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (WHICH IS ALSO WITHIN THE CONSOLIDATED GROUP) THAT ELECTS THE BOARD OF TRUSTEES. THERE ARE NO CLASSES OF TRUSTEES. 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, SECTION A, LINE 7B	THE MAJORITY OF THE ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (WHICH IS ALSO WITHIN THE CONSOLIDATED GROUP) 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 TRUSTEES OR MEMBERS. THUS, THE VOTING RIGHTS OF A MEMBER BOARD ARE ABSOLUTE. 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 GUARANTIES; 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, SECTION B, LINE 11	SECTIONS OF THE CORE FORM 990 RELATED TO EXECUTIVE COMPENSATION AND, SCHEDULE J ARE REVIEWED IN DETAIL WITH THE ORGANIZATION'S COMPENSATION COMMITTEE OF THE BOARD. THE COMPLIANCE COMMITTEE OF THE BOARD REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE L. THE AUDIT COMMITTEE OF THE BOARD REVIEWS THE FORM 990, INCLUDING THE ABOVE SCHEDULES AND RECOMMENDS THE FORM 990 TO THE FULL BOARD FOR APPROVAL. THE FULL BOARD IS GIVEN ACCESS TO THE FORM 990.
	PAGE 6 SECTION B. POLICIES LINE 12 C: 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 AND, THERE IS ACTIVE MONITORING AND COMMUNICATION TO ENSURE INDIVIDUALS WITH OUTSIDE RELATIONSHIPS DO NOT INAPPROPRIATELY PARTICIPATE IN BUSINESS DECISIONS OF THE ORGANIZATION, PURCHASING OR RESEARCH DECISIONS.	FORM 990, PART VI, SECTION B, LINE 12C
	PAGE 6 SECTION B. POLICIES LINE 15 B: AT UMASS MEMORIAL, ALL COMPENSATION MATTERS FOR THE CEO AND SENIOR EXECUTIVES THROUGHOUT THE SYSTEM (INCLUDING ALL "DISQUALIFIED PERSONS") ARE GOVERNED AND OVERSEEN BY THE BOARD OF TRUSTEES OF THE PARENT. THE BOARD APPROVED A COMPENSATION PHILOSOPHY THAT GOVERNS ALL SUCH DECISIONS. 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. THE BOARD ESTABLISHED A COMPENSATION COMMITTEE, MADE UP OF DISINTERESTED TRUSTEES, WHO ARE GIVEN THE AUTHORITY TO ESTABLISH COMPENSATION FOR ALL SENIOR EXECUTIVES, WITHIN THE PARAMETERS OF THE PHILOSOPHY, AND WITH FULL AND COMPLETE REPORTING TO THE FULL BOARD. THE COMPENSATION COMMITTEE PERFORMS ITS WORK PURSUANT TO ITS CHARTER AND A COMPENSATION POLICY THAT ESTABLISHES THE PROCESS THE COMMITTEE WILL FOLLOW IN REVIEWING AND APPROVING EXECUTIVE COMPENSATION EACH YEAR. THE COMMITTEE ENSURES THAT ITS PROCESS MEETS THE REBUTABLE PRESUMPTION OF REASONABLENESS ESTABLISHED BY THE IRS. IN ORDER TO ASSIST THE COMMITTEE IN ITS RESPONSIBILITIES, THE COMPENSATION COMMITTEE HIRES INDEPENDENT, OUTSIDE COMPENSATION CONSULTANTS TO ADVISE THE COMMITTEE AND THE BOARD ON THE REASONABLENESS OF OVERALL EXECUTIVE COMPENSATION PROGRAM, INCLUDING COMPENSATION OF THE SPECIFIC EXECUTIVES. THESE CONSULTANTS REPORT DIRECTLY TO THE COMMITTEE AND NOT TO MANAGEMENT. 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.	FORM 990, PART VI, SECTION B, LINE 15
	PAGE 6: UMASS MEMORIAL MAKES IT 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 VI, SECTION C, LINE 19
	DESCRIPTION OF SERVICES FOOTNOTE A - SPECIALTY TRADE CONTRACTORS: SUBCONTRACTS TO A VARIETY OF EXHIBIT AND MARKETING SERVICES INCLUDING BUT NOT LIMITED TO: GENERAL CONSULTATION, COST OF MATERIALS AND SUPPLIES, DESIGN, CONSTRUCTION, LABORERS. THIS VENDOR MAY ALSO SUPPLY THEIR OWN LABORERS AS OPPOSED TO SUBCONTRACT.	PAGE 8 PART VII SECTION B. INDEPENDENT CONTRACTORS - DESCRIPTION OF SERVICE
CHANGES IN NET ASSETS OR FUND BALANCES:	NET UNREALIZED LOSSES ON INVESTMENTS: -19,474,382. NET ASSETS RELEASED FROM RESTRICTIONS 4,768,664. PENSION RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST -70,678,363. BOOK/TAX DIFFERENCES FROM S CORP K-1 472,818. CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS -5,149,554. MISCELLANEOUS 47. NET ASSETS RELEASED FROM RESTRICTION FOR PPE 5,005,601. TEMPORARY RESTRICTED FUND EXPENDITURES -9,558,388. TRANSFERS (TO) FROM RELATED PARTIES 217,944. TOTAL TO FORM 990, PART XI, LINE 5: -94,395,613.	FORM 990, PART XI, LINE 5:
GROUP RETURN	THE CLINTON HOSPITAL ASSOCIATION; 201 HIGHLAND STREET, CLINTON, MA 01510 EIN: 04-1185520 FISCAL YEAR END: 9/30/2011 MARLBOROUGH HOSPITAL; 157 UNION STREET, MARLBOROUGH, MA 01752 EIN: 04-2104693 FISCAL YEAR END: 9/30/2011 UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 04-3374724 FISCAL YEAR END: 9/30/2011 UMASS MEMORIAL HOSPITALS, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 04-3296271 FISCAL YEAR END: 9/30/2011 UMASS MEMORIAL HEALTH VENTURES, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 22-2605679 FISCAL YEAR END: 9/30/2011 UMASS MEMORIAL LABORATORIES, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 04-3321703 FISCAL YEAR END: 9/30/2011 UMASS MEMORIAL MEDICAL CENTER, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 04-3358564 FISCAL YEAR END: 9/30/2011 UMASS MEMORIAL MEDICAL GROUP, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 04-2911067 FISCAL YEAR END: 9/30/2011 UMASS MEMORIAL REALTY, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 04-2805630 FISCAL YEAR END: 9/30/2011 WING MEMORIAL HOSPITAL CORP.; 40 WRIGHT STREET, PALMER, MA 01069 EIN: 22-2519813 FISCAL YEAR END: 9/30/2011 UMASS MEMORIAL HEALTH CARE, INC. (PARENT); 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 04-3358566 FISCAL YEAR END: 9/30/2011 COMMUNITY HEALTHLINK, INC.; 72 JAQUES AVENUE, WORCESTER, MA 01610 EIN: 04-2626179 FISCAL YEAR END: 9/30/2011 CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER, INC.; 367 PLANTATION STREET, WORCESTER, MA 01605 EIN: 04-2981362 FISCAL YEAR END: 9/30/2011 CENTRAL NEW ENGLAND HEALTHALLIANCE, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-3172496 FISCAL YEAR END: 9/30/2011 COORDINATED PRIMARY CARE, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-3210002 FISCAL YEAR END: 9/30/2011 HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.; 25 TUCKER ROAD, LEOMINSTER, MA 01453 EIN: 04-2932308 FISCAL YEAR END: 9/30/2011 HEALTHALLIANCE HOSPITALS, INC.; 60 HOSPITAL ROAD, LEOMINSTER, MA 01453 EIN: 04-2103555 FISCAL YEAR END: 9/30/2011 CAITLIN RAYMOND INTERNATIONAL REGISTRY, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 06-1749208 FISCAL YEAR END: 9/30/2011 CLINTON HOSPITAL FOUNDATION, INC.; 328 SHREWSBURY STREET, WORCESTER, MA 01604 EIN: 04-3357881 FISCAL YEAR END: 9/30/2011	PAGE 1, LINE H(B) LIST OF AFFILIATED ORGANIZATIONS
COMMUNITY INFORMATION - CONTINUED FROM SCHEDULE H	- CANCER: CANCER WAS THE SECOND LEADING CAUSE OF DEATH IN WORCESTER COUNTY IN 2008. (SOURCE: MASSACHUSETTS DEPARTMENT OF PUBLIC HELATH/MASSCHIP; DALE MAGEE, COMMISSIONER, WORCESTER DEPARTMENT OF PUBLIC HEALTH, HEALTH OF WORCESTER, 2011 REPORT.) OF THOSE DEATHS, LUNG CANCER ACCOUNTED FOR THE GREATEST PERCENTAGE OF CANCER-RELATED DEATHS. KEY HEALTH OBSERVATIONS IN CENTRAL MASSACHUSETTS FROM REGIONAL HEALTH FORUMS IN 2011: -RACIAL AND ETHNIC DISPARITIES ARE MAJOR FACTORS: -HEALTH DISPARITIES IDENTIFIED AMONG LATINO AND BLACK POPULATIONS ACROSS SEVERAL INDICATORS ARE A MAJOR CONCERN -OVERWEIGHT/ OBESITY IS AN INCREASING HEALTH RISK THAT CONTRIBUTES TO RISING DIABETES INCIDENCE -THE PREVALENCE OF DIABETES AMONG WORCESTER COUNTY RESIDENTS IS SLIGHTLY LOWER THAN THE STATE AS A WHOLE. HOWEVER, DIABETES IS MORE PREVALENT AMONG BLACK AND HISPANIC POPULATIONS AND THOSE 65 YEARS OLD AND OVER. -HEART DISEASE IN THE CENTRAL MASSACHUSETTS REGION IS MORE PREVALENT AMONG MALES AND HISPANIC AND LOWER-INCOME POPULATIONS. OVERALL RATES FOR HEART DISEASE IN WORCESTER COUNTY AND THE STATE ARE LOWER THAN THE NATIONAL MEDIAN. -IN WORCESTER COUNTY, SMOKING IS MOST PREVALENT AMONG YOUNG ADULTS AND LOW INCOME RESIDENTS AND AT RATES SIGNIFICANTLY HIGHER THAN THE STATE AS A WHOLE AMONG THOSE GROUPS. -PREVALENCE OF CHRONIC DISEASE AND RISKY BEHAVIORS SUCH AS SMOKING OCCUR AT HIGHER RATES AMONG THOSE WITH LESS THAN A HIGH SCHOOL DEGREE AND LOWER EDUCATIONAL ATTAINMENT. -ACCORDING TO THE WORCESTER POLICE DEPARTMENT, THE CITY OF WORCESTER HAS MORE THAN 60 GANGS CONCENTRATED IN LOW INCOME NEIGHBORHOODS. PROGRAMS THAT ADDRESS YOUTH VIOLENCE PREVENTION ARE VITAL TO ADDRESSING THIS CRITICAL PUBLIC HEALTH ISSUE, PARTICULARLY AMONG INNER-CITY, AT-RISK YOUTH. IN PARTICULARLY, YOUTH HAVE IDENTIFIED HAVING JOBS AND WORKFORCE OPPORTUNITIES, SUCH AS INTERN AND MENTORSHIP PROGRAMS AS A KEY MEANS OF PREVENTING VIOLENCE AND GANG INVOLVEMENT AMONG YOUTH. EMPLOYMENT OPPORTUNITIES ADDITIONALLY PROVIDE NEEDED FINANCES FOR LOW-INCOME YOUTH AS WELL AS EXPOSURE TO THE POSITIVE EXPERIENCE OF EARNING A PAYCHECK TO HELP BREAK THE CYCLE AND MINSETS OF POVERTY. WORCESTER COUNTY'S RESIDENTS ARE DISPROPORTIONATELY AFFECTED BY: -OBESITY/ OVERWEIGHT -INFANT MORTALITY RATES FOR BLACKS AND LATINOS (PARTICULARLY IN THE CITY OF WORCESTER) -SMOKING RATES -AIDS/ HIV AND HEPATITIS C (PARTICULARLY IN THE CITIES OF WORCESTER AND FITCHBURG) -HEROIN/ OPIODS-RELATED INCIDENTS AND DEATHS (PARTICULARLY IN THE CITIES OF WORCESTER AND FITCHBURG) -REPORTED CASES OF CHLAMYDIA INFECTION HAS BEEN INCREASING DRAMATICALLY OVER THE PAST DECADE, DUE PARTLY TO SUCCESSFUL SCREENING OF ASYMPTOMATIC INDIVIDUALS. -THE CITY OF WORCESTER IS A LEADING RESETTLEMENT SITE FOR REFUGEES. THIS GROWING DIVERSITY HAS BROADENED THE NEED FOR INTERPRETER SERVICES FOR MEDICAL CARE. IN ITS FISCAL YEAR 2011, UMASS MEMORIAL HEALTH CARE DELIVERED 122,963 DOCUMENTED INTERPRETATIONS FOR MEDICAL SERVICES IN OVER 87 LANGUAGES. HEALTH CARE SAFETY NET - UMASS MEMORIAL PROVIDES CARE TO THE LARGEST NUMBER OF LOW INCOME PATIENTS IN THE REGION. SCHEDULE H PART III, LINE 2: A COST TO CHARGE RATIO AS DESCRIBED IN PART I, LINE 7 WAS APPLIED TO THE ORGANIZATION'S BAD DEBT EXPENSE WHICH WAS THEN FURTHER REDUCED BY PAYMENTS FROM THE HEALTH SAFETY NET RELATED TO FREE CARE.	SCHEDULE H, PART VI - SUPPLEMENTAL INFORMATION - CONTINUED

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg
UMASS MEMORIAL FOUNDATION INC
333 SOUTH STREET	SHREWSBURY	MA	01545	043108190	FUNDRAISING SUPPORT	MA	501( C)(3)	11C	N/A	0
HEALTH ALLIANCE REALTY CORPORATION
326 NICHOLS ROAD	FITCHBURG	MA	01420	042560754	REAL ESTATE MANAGEMENT	MA	501( C)(2)		N/A	0
WING HEALTH FOUNDATION INC
40 WRIGHT STREET	PALMER	MA	01069	042105839	ISSUANCE OF HEALTH RELATED GRANTS	MA	501( C)(3)	11B	N/A	0

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	Code VCodeVAmount	General Or Managing PartnerGeneralOrManagingPartner	Percentage OwnershipPercentageOwnership	Business Name Line1DirectControllingEntityName/BusinessNameLine1
UMASS MEMORIAL INVESTMENT PARTNERSHIP LLP
ONE BIOTECH PARK 365 PLANTATION ST	WORCESTER	MA	01605	043530755	INVESTMENT MANAGEMENT	MA	N/A	EXCLUDED 514	15238931	331190863	0	$25,291	1	1.00000
UMASS MEMORIAL MRI OF MARLBOROUGH LLC
157 UNION STREET	MARLBOROUGH	MA	01752	202293995	MAGNETIC RESONANCE IMAGING	MA		RELATED	577331	345122	0		0	0.56000	MARLBOROUGH HOSPITAL
UMASS MEMORIAL HEALTH ALLIANCE MRI CENTER LLC
60 HOSPITAL ROAD	LEOMINSTER	MA	01453	043561571	MAGNETIC RESONANCE IMAGING	MA	N/A	RELATED	893348	1038505	0		0	0.60000

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	CountryAddressForeign/Country	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile Foreign CountryLegalDomicileForeignCountry	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1
COMMONWEALTH PROFESSIONAL ASSURANCE CO LTD
PO BOX 1051 GT	GRAND CAYMAN	CJ	980226143	INSURANCE	CJ	N/A	C	26262197	136908432	1.00000
MEMORIAL OFFICE CONDOMINIUM TRUST
			046616900	CONDOMINIUM ASSOCIATION			T	-5572	144653	0.53690	328 SHREWSBURY STREET	WORCESTER	MA	01604	MA	UMASS MEMORIAL MEDICAL CENTER INC
BIO-LAB INC
			042708828	CLINICAL LABORATORY			S	364610	1142577	1.00000	215 WEST STREET	MILFORD	MA	01757	MA	UMASS MEMORIAL HEALTH VENTURES INC

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	1	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	1	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	1	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	1	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	1	OtherTransferToOtherOrg
Other Transfer From Other Org	1	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (25 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
L	24975900	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
B	7604048	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
N	1122757	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
Q	3492031	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
L	4153854	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
N	708425	FAIR VALUE
WING MEMORIAL HOSPITAL CORPORATION
Q	300000	FAIR VALUE
UMASS MEMORIAL REALTY INC
J	4100255	FAIR VALUE
UMASS MEMORIAL FOUNDATION
O	1602995	FAIR VALUE
COMMUNITY HEALTHLINK INC
Q	183320	FAIR VALUE
UMASS MEMORIAL HEALTH VENTURES INC
P	349572	FAIR VALUE
UMASS MEMORIAL LABORATORIES INC
P	2929357	FAIR VALUE
UMASS MEMORIAL REALTY INC
P	361772	FAIR VALUE
MARLBOROUGH HOSPITAL
P	1825219	FAIR VALUE
THE CLINTON HOSPITAL ASSOCIATION
P	1322285	FAIR VALUE
WING MEMORIAL HOSPITAL CORPORATION
P	1787422	FAIR VALUE
WING MEMORIAL HOSPITAL CORPORATION
N	100927	FAIR VALUE
CENTRAL NEW ENGLAND HEALTH ALLIANCE INC
P	2944509	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
P	130821745	FAIR VALUE
UMASS MEMORIAL MEDICAL GROUP INC
P	34322803	FAIR VALUE
CENTRAL MASSACHUSETTS MAGNETIC IMAGING CENTER INC
P	130896	FAIR VALUE
COMMUNITY HEALTHLINK INC
P	606632	FAIR VALUE
COMMONWEALTH PROFESSIONAL ASSURANCE COMPANY LTD
P	21839224	FAIR VALUE
UMASS MEMORIAL LABORATORIES INC
R	20014610	FAIR VALUE
UMASS MEMORIAL MEDICAL CENTER INC
C	6202000	FAIR VALUE