UMASS MEMORIAL HEALTH CARE INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: UMASS MEMORIAL HEALTH CARE INC (EIN 91-2155626)
Tax period: 2009-10-01 to 2010-09-30
Filed: 2011-07-15
IRS object ID: 201131999349300708
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-15T10:05:32-05:00	Timestamp
Tax Period End Date	2010-09-30	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	2009-10-01	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	2011-06-24	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	2009	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	2807134786	GrossReceipts
Group Return For Affiliates	1	GroupReturnForAffiliates
All Affiliates Included	1	AllAffiliatesIncluded
Group Exemption Number	3642	GroupExemptionNumber
Organization501c	X	Organization501c
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	212	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	151	NbrIndependentVotingMembers
Total Nbr Employees	16399	TotalNbrEmployees
Total Nbr Volunteers	1137	TotalNbrVolunteers
Total Gross UBI	41179847	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	12756094	ContributionsGrantsPriorYear
Contributions Grants Current Year	15161118	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	2342685177	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2521334903	ProgramServiceRevenueCY
Investment Income Prior Year	-4226714	InvestmentIncomePriorYear
Investment Income Current Year	8545452	InvestmentIncomeCurrentYear
Other Revenue Prior Year	44489331	OtherRevenuePriorYear
Other Revenue Current Year	49436143	OtherRevenueCurrentYear
Total Revenue Prior Year	2395703888	TotalRevenuePriorYear
Total Revenue Current Year	2594477616	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2090000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2060000	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1082724336	SalariesEtcPriorYear
Salaries Etc Current Year	1173766137	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	2068001	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	2082186	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2841812	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1231518264	OtherExpensePriorYear
Other Expenses Current Year	1350886524	OtherExpensesCurrentYear
Total Expenses Prior Year	2318400601	TotalExpensesPriorYear
Total Expenses Current Year	2528794847	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	77303287	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	65682769	RevenuesLessExpensesCY
Total Assets BOY	1773540294	TotalAssetsBOY
Total Assets EOY	1964348828	TotalAssetsEOY
Total Liabilities BOY	1182071877	TotalLiabilitiesBOY
Total Liabilities EOY	1317539288	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	591468417	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	646809540	NetAssetsOrFundBalancesEOY
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	1096338433	Expense
Grants	2000000	Grants
Revenue	1339602147	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.FY2010 key statistics - total discharges: 42,112 TOTAL SURGICAL CASES: 31,074 TOTAL ER VISITS: 137,795	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	291532592	Expense
Revenue	342362734	Revenue
Description	UMass Memorial Community Hospitals The UMass Memorial community hospitals (Clinton Hospital, Health Alliance Hospitals Inc., Marlborough Hospital, 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.FY2010 key statistics - total discharges: 16,969 TOTAL SURGICAL CASES: 10,030 TOTAL ER VISITS: 125,134	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	396196021	Expense
Revenue	420196420	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

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	351195865	Expense
Grants	60000	Grants
Revenue	419173602	Revenue
Description	Other UMass Memorial Entities - UMass Memorial has a number of subsidiary entities that function primarily to deliver health care to patients or to support the delivery of health care to patients of UMass Memorial. They accomplish this through the delivery of health care services without regard to the patient's ability to pay. They also accomplish this by providing support, 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	351195865	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	60000	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	419173602	TotalOfOtherProgramServiceRev
Total Program Service Expense	2135262911	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
Balance Sheet Amounts Reported	1	BalanceSheetAmountsReported
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
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
Transfers To Exempt Non Chrtbl Org	1	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	1735	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	16399	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
Nbr Voting Governing Body Members	212	NbrVotingGoverningBodyMembers
Number Independent Voting Members	151	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 (157 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
Aronson Michael P MD
Director	25.00	X	129731	0	30159
Arous Elias J MD
Director	32.00	X	630856	0	34826
Ayers David MD
Director	33.00	X	526626	0	37367
Bagley Peter H MD
Chairperson	27.00	X	332649	0	119364
Brown Alan P MD
Director	29.00	X	164378	0	29974
Cavagnaro Charles III MD
President, Wing Memorial Hospital	40.00	X	387139	0	150062	X
Cheshire Bryan MD
Director	36.00	X	232239	0	32613
Cirillo Bettyann MD
Director, until 2/10	40.00	X	241623	0	25879
Cofone Michael J
Treasurer/Director	40.00	X	235227	0	17755	X
Corbett William MD
Director	40.00	X	381845	0	64486
Daly Sheila
President/Director	40.00	X	260385	0	110228	X
Felice Marianne E MD
Director	22.00	X	221148	0	45144
Ferrucci Joseph MD
Director	24.00	X	390092	0	36644
Gundersen Jason MD
Director	40.00	X	394407	0	33169
Kaur Shubjeet MD
Director	27.00	X	286752	0	37279
Keating Todd A
Treasurer & CFO/Director	40.00	X	636000	0	212229	X
Lapidas Gary N
President/Director	40.00	X	495080	0	176304	X
Lindholm Mary S MD
Director	36.00	X	134311	0	27633
Maguire David L MD
Director	40.00	X	198203	0	9278
Manning Gordon MD
Director	40.00	X	199984	0	74726
Muldoon Patrick L
President/Director	40.00	X	477668	0	161547	X
O'Brien John G
President & CEO	40.00	X	1211974	0	374497	X
Okike O Nsidinanya MD
Director	40.00	X	362235	0	55291
Pappas Arthur MD
Director	16.00	X	207898	0	36563
Polanowicz John
President, Marlborough Hospital	40.00	X	356989	0	129521	X
Power Diane MD
Director	40.00	X	249727	0	27612
Slayton Val MD
Director	40.00	X	269908	0	23988
Swenson Dana
Director	40.00	X	307868	0	100316
Tosi Stephen E MD
Director	40.00	X	862461	0	192539
Umanzor Rene M MD
Director	32.00	X	232765	0	31818
Volturo Gregory MD
Director	24.00	X	345648	0	37380
Wesolowski Paul
Director	40.00	X	160532	0	14784
Ziedonis Douglas MD
President, UMBHS, Inc.	20.00	X	222494	0	36612	X
Allen Gail
Director, UMass Memorial Hospitals,	1.00	X	0	0	0
Anderson Elaine
Director, Wing Memorial Hospital	1.00	X	0	0	0
Antonioni Robert
Director, Community HealthLink, Inc	1.00	X	0	0	0
Babineau Robert Jr MD
Director, HealthAlliance Hospitals,	1.00	X	0	0	0
Bennett David L
Director, UMass Memorial Realty, In	1.00	X	0	0	0
Bennett Richard K
Director, 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 Car	1.00	X	0	0	0
Berry Sarah G
Director, UMass Memorial Health Car	1.00	X	0	0	0
Boudreau Norman
Director, Central New England Healt	1.00	X	0	0	0
Bovenzi Leslie
Director, HealthAlliance Hospitals,	1.00	X	0	0	0
Budd John H
Director, UMass Memorial Health Car	1.00	X	0	0	0
Carlson Mary
Director, Marlborough Hospital	1.00	X	0	0	0
Carlucci Daniel MD
Director, Marlborough Hospital	1.00	X	0	0	0
Carroll Brian K
Director, Central Massachusetts Mag	1.00	X	0	0	0
Catalina Fernando MD
Director, Central New England Healt	1.00	X	0	0	0
Cherubini Paul
Director, Clinton Hospital Foundati	1.00	X	0	0	0
Christensen Ronald
Vice Chairperson, Wing Memorial Hos	1.00	X	0	0	0
Clementi John
Director, UMass Memorial Hospitals,	1.00	X	0	0	0
Collins Michael MD
Director, UMass Memorial Medical Ce	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 Car	1.00	X	0	0	0
Crocker Frederick G
Director, UMass Memorial Laboratori	1.00	X	0	0	0
D'Alelio Edward
Director, UMass Memorial Health Car	1.00	X	0	0	0
Davis Dix F
Director, UMass Memorial Health Car	1.00	X	0	0	0
Delrosario Gene MD
Director, Clinton Hospital Associat	1.00	X	0	0	0
Dennehy Raymond III
Director, Health Alliance Home Heal	1.00	X	0	0	0
Desrochers Roland
Director, Wing Memorial Hospital	1.00	X	0	0	0
DiGeronimo Arthur P Jr
Director, Central New England Healt	1.00	X	0	0	0
DiTullio Daniel
Director, Clinton Hospital Foundati	1.00	X	0	0	0
D'Onfro Paul
Director, UMass Memorial Hospitals,	1.00	X	0	0	0
Ferris Cornelius A
Chairperson, Marlborough Hospital	1.00	X	0	0	0
Fitch Roger
Director, UMass Memorial Behavioral	1.00	X	0	0	0
Flotte Terence MD
Director, UMass Memorial Health Car	1.00	X	0	0	0
Giblin David R
Director, Marlborough Hospital	1.00	X	0	0	0
Gray Jennifer
Director, Clinton Hospital Associat	1.00	X	0	0	0
Greenberg Barbara
Director, until 11/19/09, Community	1.00	X	0	0	0
Gregorius Patrick
Director, Wing Memorial Hospital	1.00	X	0	0	0
Haley Kevin
Director, Clinton Hospital Associat	1.00	X	0	0	0
Haveles Robert
Director, Wing Memorial Hospital	1.00	X	0	0	0
Henebry Clark
Director, Clinton Hospital Associat	1.00	X	0	0	0
Hewitt Frank
Director, Clinton Hospital Foundati	1.00	X	0	0	0
Hollister Matt
First Vice President, Clinton Hospi	1.00	X	0	0	0
Howard John
Director, until 2/10, Health Allian	1.00	X	0	0	0
Jacobson M Howard
Director, UMass Memorial Medical Ce	1.00	X	0	0	0
Jefferson Philip W Jr
Director, Marlborough Hospital	1.00	X	0	0	0
Johnson Joanne
Director, UMass Memorial Behavioral	1.00	X	0	0	0
Katsounakis Thea
Director, Wing Memorial Hospital	1.00	X	0	0	0
Kelleher William D Jr
Director, Central Massachusetts Mag	1.00	X	0	0	0
Lenhardt Stephen W Sr
Director, UMass Memorial Health Car	1.00	X	0	0	0
Lyons Cynthia
Director, Wing Memorial Hospital	1.00	X	0	0	0
MacNeill Harris L
Director, UMass Memorial Medical Ce	1.00	X	0	0	0
Manzi Edward
Director, UMass Memorial Behavioral	1.00	X	0	0	0
McGrail William Esquire
Director, Clinton Hospital Foundati	1.00	X	0	0	0
McMullen Cynthia M EdD
Director, UMass Memorial Health Car	1.00	X	0	0	0
McNamara Mary Ellen
Director, UMass Memorial Medical Ce	1.00	X	0	0	0
Mendoza Steven
Director, Clinton Hospital Associat	1.00	X	0	0	0
Mercadante Anthony J
Director, Health Alliance Home Heal	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 Heal	1.00	X	0	0	0
Murphy Michael D
Director, Marlborough Hospital	1.00	X	0	0	0
Noonan Edward J
Director, Wing Memorial Hospital	1.00	X	0	0	0
O'Leary Daniel MD
Director, Central New England Healt	1.00	X	0	0	0
Paen Genaro
Director, Clinton Hospital Foundati	1.00	X	0	0	0
Parry Edward J III
Chairperson, UMass Memorial Medical	1.00	X	0	0	0
Paulino Jeanne
Director, Clinton Hospital Associat	1.00	X	0	0	0
Pederson Thoru
Director, UMass Memorial Health Car	1.00	X	0	0	0
Perez Judge Luis
Director, HealthAlliance Hospitals,	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
Raher Marina
Director, until 5/31/10, HealthAlli	1.00	X	0	0	0
Richer Gerald P
Director, Marlborough Hospital	1.00	X	0	0	0
Rivard Michael
Director, HealthAlliance Hospitals,	1.00	X	0	0	0
Scully Paul
Director, Wing Memorial Hospital	1.00	X	0	0	0
Seymour-Route Paulette PhD
Director, Clinton Hospital Associat	1.00	X	0	0	0
Shea James P
Director, Marlborough Hospital	1.00	X	0	0	0
Shea John Esquire
Director, UMass Memorial Behavioral	1.00	X	0	0	0
Simmons Irina
Director, UMass Memorial Health Car	1.00	X	0	0	0
St Amand James
Director, Wing Memorial Hospital	1.00	X	0	0	0
Starr Stanley B Jr
Director, Clinton Hospital Foundati	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 Laboratori	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, HealthAlliance Hospitals,	1.00	X	0	0	0
Young James
Director, until 9/10, UMass Memoria	1.00	X	0	0	0
Young Lynda M
Director, UMass Memorial Health Car	1.00	X	0	0	0
Allicon Keary T
Treasurer, Wing Memorial Hospital	40.00		159786	0	39897	X
Bergan Thomas
President, CMMIC, Inc.	40.00		307950	0	154130	X
Brown Douglas S
Secretary, UMass Memorial Health Ca	40.00		506328	0	126174	X
D'Ambra Ann-Maria
Secretary, Marlborough Hospital	40.00		46496	0	8730	X
Dickson Eric MD
Interim President, UMass Memorial M	40.00		309469	0	51616	X
Dion Jeffrey
Treasurer, Marlborough Hospital	40.00		184597	0	50944	X
Ekstrom Deborah
President, Community Healthlink, In	40.00		240605	0	107653	X
Feldmann Robert
Treasurer	40.00		339498	0	137439	X
Fraker Muriel E Esquire
Secretary, UMass Memorial Medical G	40.00		173936	0	84942	X
Lasser Daniel H MD
Interim President, until 9/1/10, UM	20.00		319763	0	122155	X
McCue Steven
Treasurer, Clinton Hospital Associa	40.00		155164	0	28260	X
Miller Lauren B
Secretary, Wing Memorial Hospital	40.00		78945	0	11184	X
Morabito Nancy E
Secretary, Clinton Hospital Associa	40.00		57773	0	1342	X
Morin Lynn A
Secretary	40.00		70096	0	4177	X
O'Brien William H
Secretary, UMass Memorial Behaviora	40.00		113432	0	55346	X
Smith Francis W
Clerk	40.00		182712	0	46932	X
Streeter Michele M
Treasurer, UMass Memorial Medical G	40.00		377190	0	114007	X
Brenckle George PhD
Sr. VP, Chief Information Officer	40.00		401364	0	124991		X
Chandler Willis
Sr. VP, Business Development	40.00		271916	0	57173		X
Diamond Victoria
Sr. VP, Operations	40.00		358779	0	113878		X
Ettinger Walter H MD
President - Medical Center	40.00		994803	0	277214		X
Fisher Barbara
Sr. VP, Operations	40.00		306619	0	86205		X
Hylka Sharon
Sr. VP, Hospital Admin.	40.00		407946	0	283101		X
Klugman Robert MD
Chief Quality Officer	40.00		524606	0	243818		X
Kruger Nancy
Sr. VP, Chief Nursing Officer	40.00		385934	0	122266		X
Phillips Robert A
Med Dir, Heart & Vascular COE	40.00		947278	0	226314		X
Randolph John T
VP, Chief Compliance Officer	40.00		256522	0	134076		X
Webb Patricia
Sr. VP, Chief Hr Officer	40.00		425485	0	113510		X
Sussman Andrew J
Sr. VP, Coo,(until 8/09)	40.00		350352	0	98433		X
blute michael
Director, Cancer Center of Excellen	40.00		0	0	0		X
daley jennifer
Executive VP, Chief Operating Offic	40.00		0	0	0		X
Maykel Justin MD
Physician, Chief of Colorectal Surg	30.00		595076	0	33691			X
Busconi Brian D MD
Physician, Division Chief of Orthop	33.00		554451	0	34826			X
Hussain Sarwat MD
Physician, Vice Chair of Radiology	31.00		499768	0	37380			X
Lapinsky Anthony MD
Physician, Dept. of Orthopedics - M	28.00		483936	0	34769			X
Tam Stanley MD
Physician, Division Chief of Cardia	30.00		483185	0	36643			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	23618602	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	5730803	TotalOtherCompensation
Number Individuals GT100 K	2089	NumberIndividualsGT100K
Formers Listed	0	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	20735606
ARUP INC
PO BOX 27964	SALT LAKE CITY	UT	84127	Lab Services	5738001
CONSIGLI CONSTRUCTION
72 SUMMER STREET	MILFORD	MA	01757	SEE Schedule O - Footnote A	5509553
MORRISON MANAGEMENT SPECIALISTS
PO BOX 102289	ATLANTA	GA	303682289	FOOD Management SERVICES	4831778
STANDARD BUILDERS
52 HOLMES RD	NEWINGTON	CT	061111708	SEE Schedule O - Footnote A	4717849

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	125	NumberOfContractorsGT100K
Fundraising Events	670459	FundraisingEvents
Related Organizations	841338	RelatedOrganizations
Government Grants	6659402	GovernmentGrants
All Other Contributions	6989919	AllOtherContributions
Noncash Contributions	191877	NoncashContributions
Total Contributions	15161118	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT SERVICE RE	900099	1931044790	1931044790
special MEDICAID PAYME	900099	214375042	214375042
affiliate related prog	900099	151643169	151643169
system allocaTION REVE	900099	135855509	135855509
fees & CONTRACTS FROM	900099	18045229	18045229

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	70371164	TotalRevenueColumn
Related Or Exempt Function Income	69056049	RelatedOrExemptFunctionIncome
Exclusion	$1,315,115	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	2521334903	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	12791642	TotalRevenueColumn
Unrelated Business Revenue	-15463	UnrelatedBusinessRevenue
Exclusion	$12,807,105	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	66222	TotalRevenueColumn
Exclusion	$66,222	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	2318551	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	1260887	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	1057664	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1057664	TotalRevenueColumn
Exclusion	$1,057,664	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	206721592	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	210776680	Securities
Other	191102	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-4055088	Securities
Other	-191102	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-4246190	TotalRevenueColumn
Exclusion	-$4,246,190	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	412934	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	670459	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	428501	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-15567	TotalRevenueColumn
Exclusion	-$15,567	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	41287222	91912	41195310
1500 MD BILLING	900099	2501151			$2,501,151
sublease income	900099	1586751			$1,586,751

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2952700	TotalRevenueColumn
Related Or Exempt Function Income	2170329	RelatedOrExemptFunctionIncome
Exclusion	$782,371	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	48327824	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2594477616	TotalRevenueColumn
Related Or Exempt Function Income	2522282029	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	41179847	UnrelatedBusinessRevenue
Exclusion	$15,854,622	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	60000	Total
Program Services	60000	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	26751875	Total
Program Services	11787909	ProgramServices
Management And General	14963966	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	895086595	Total
Program Services	769810628	ProgramServices
Management And General	124968096	ManagementAndGeneral
Fundraising	307871	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	63921304	Total
Program Services	54955554	ProgramServices
Management And General	8959965	ManagementAndGeneral
Fundraising	5785	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	125700942	Total
Program Services	105238100	ProgramServices
Management And General	20436802	ManagementAndGeneral
Fundraising	26040	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	62305421	Total
Program Services	53173995	ProgramServices
Management And General	9116456	ManagementAndGeneral
Fundraising	14970	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	483488	Total
Management And General	483488	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1954707	Total
Program Services	23368	ProgramServices
Management And General	1931339	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1165488	Total
Management And General	1165488	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	1734397	Total
Program Services	1734397	ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	2082186	Total
Fundraising	2082186	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	779404	Total
Management And General	779404	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	132534719	Total
Program Services	120569811	ProgramServices
Management And General	11839774	ManagementAndGeneral
Fundraising	125134	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2394300	Total
Program Services	1911575	ProgramServices
Management And General	407555	ManagementAndGeneral
Fundraising	75170	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	40973452	Total
Program Services	28696599	ProgramServices
Management And General	12220645	ManagementAndGeneral
Fundraising	56208	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	34770596	Total
Program Services	34105307	ProgramServices
Management And General	665067	ManagementAndGeneral
Fundraising	222	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	69953775	Total
Program Services	58381076	ProgramServices
Management And General	11558461	ManagementAndGeneral
Fundraising	14238	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	4168156	Total
Program Services	4012870	ProgramServices
Management And General	150792	ManagementAndGeneral
Fundraising	4494	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1847091	Total
Program Services	1521881	ProgramServices
Management And General	284224	ManagementAndGeneral
Fundraising	40986	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	21570739	Total
Program Services	20413984	ProgramServices
Management And General	1156755	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	88974905	Total
Program Services	69228125	ProgramServices
Management And General	19739883	ManagementAndGeneral
Fundraising	6897	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	55850694	Total
Program Services	53447155	ProgramServices
Management And General	2402351	ManagementAndGeneral
Fundraising	1188	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PURCHASED SERVICES	260122988	218745379	41370912	6697
medical supplies	214419393	179162966	35256427
medical education servi	167341702	167341702
system overhead activit	154212484	90250681	63960157	1646
BAD DEBTS	62837649	62837649

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	32796397	Total
Program Services	25852200	ProgramServices
Management And General	6872117	ManagementAndGeneral
Fundraising	72080	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2528794847	Total
Program Services	2135262911	ProgramServices
Management And General	390690124	ManagementAndGeneral
Fundraising	2841812	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	207143565	BOY
EOY	131106074	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	70715287	BOY
EOY	101239034	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	3645791	BOY
EOY	3487300	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	234039357	BOY
EOY	248778348	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	5137541	BOY
EOY	4888284	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	29935458	BOY
EOY	22721737	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	20960383	BOY
EOY	21961266	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	18622296	BOY
EOY	24952745	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1501640794	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	839165095	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	631516182	BOY
EOY	662475699	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	343377848	BOY
EOY	381254136	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	110674015	BOY
EOY	122472718	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	10931195	BOY
EOY	12020740	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	123146	BOY
EOY	657706	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	86718230	BOY
EOY	226333041	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1773540294	BOY
EOY	1964348828	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	245416378	BOY
EOY	263376871	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	3522571	BOY
EOY	4075556	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	400460021	BOY
EOY	395209096	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	57303137	BOY
EOY	46412288	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	29865535	BOY
EOY	22615340	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	445504235	BOY
EOY	585850137	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1182071877	BOY
EOY	1317539288	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	453883291	BOY
EOY	500785067	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	62719705	BOY
EOY	69497127	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	74865421	BOY
EOY	76527346	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	591468417	BOY
EOY	646809540	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1773540294	BOY
EOY	1964348828	EOY

Field	Value	IRS element (for citing)
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	$848,985	GrantsOtherOrganizationsAmount
Direct Contact Legislators	0	DirectContactLegislators
Rallies Demonstrations	1	RalliesDemonstrations
Rallies Demonstrations	$885,412	RalliesDemonstrationsAmount
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	1734397	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Schedule D IRS990ScheduleD

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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	0.74000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.26000	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	7393075	OtherCostOrOtherBasis
Book Value	7393075	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	782005371	OtherCostOrOtherBasis
Depreciation	402403890	Depreciation
Book Value	379601481	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	33459456	OtherCostOrOtherBasis
Depreciation	17142415	Depreciation
Book Value	16317041	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	624482433	OtherCostOrOtherBasis
Depreciation	413514304	Depreciation
Book Value	210968129	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	54300459	OtherCostOrOtherBasis
Depreciation	6104486	Depreciation
Book Value	48195973	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	662475699	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (13 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
tiff absolute return pool (6,289 SHARES)	21446907	F
tiff private equity partners 2006 (1,971,570 SHARES)	1971570	F
frank russell global private equity fund (1,072,676 SHARES)	1072676	F
gmo multi-strategy fund (offshore) lp (11,042,014 SHARES)	11042014	F
beneficial interest in trusts	61526677	F
AETOS CAPITAL LONG/SHORT STRATEGIES (73,397 SHARES)	6366441	F
AETOS CAPITAL DISTRESSED INV STRATEGIES (26,690 SHARES)	3101954	F
AETOS CAPITAL MULTI-STRATEGY ARBITRAGE (20,017 SHARES)	2778461	F
AETOS CAPITAL OPPORTUNITIES (13,345 SHARES)	1259230	F
MPPLTD/KENSICO MARCH 2009 (14,651 SHARES)	1587510	F
MPPLTD MARCH 2009 SEGREGATED (7,272 SHARES)	650553	F
tiff absolute return pool class c (3,870 SHARES)	6144617	F
met west enhanced talf strategy fund (3,524,108 shares)	3524108	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	122472718	TotalOfBookValueSecurities

Other Assets OtherAssets (10 entries)

DescriptionDescription	Book ValueBookValue
due from related parties	46951553
CSV LIFE INSURANCE	631420
MALPRACTICE TAIL COVERAGE	24822618
DUE FROM CLINTON HOSPITAL FOUNDATION	162084
LONG TERM SECURITY DEPOSITS	207722
DUE FROM UMASS MEDICAL SCHOOL	213083
bond issue costs	63206
receivable from medicaid	152480139
other non-current assets	41216
receivable from joint venture	760000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	226333041	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (10 entries)

DescriptionDescription	AmountAmount
DUE TO UMASS MEDICAL SCHOOL	$126,979,271
THIRD PARTY LIABILITIES	$55,107,471
DUE TO RELATED PARTIES	$50,120,633
Accrued Pension POST RETIREMENT BENEFITS	$284,536,494
O/S LOSS RESERVES	$27,610,529
ESTIMATED MALPRACTICE COSTS	$24,822,618
OTHER	$1,125,691
ANNUITY PAYABLE	$1,200,712
LT LIABILITY ARO	$10,675,715
accrued lt liabilities	$3,671,003

Field	Value	IRS element (for citing)
Total Of Amounts	585850137	TotalOfAmounts
Total Revenue	2594477616	TotalRevenue
Total Expenses	2528794847	TotalExpenses
Excess Or Deficit For Year	65682769	ExcessOrDeficitForYear
Net Unrealized GL On Investments	20640581	NetUnrealizedGLOnInvestments
Other	-$30,982,227	OtherAmount
Total Adjustments	-10341646	TotalAdjustments
Excess Or Deficit Per FS	55341123	ExcessOrDeficitPerFS

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part V, Line 4:	Description of Intended Use of Endowment Funds:	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. Part V Endowment Funds Line 3a(i): Bank of America, an unrelated org., holds 3 trust funds for Wing Memorial Hospital.
Part XI, Line 8 - Other Adjustments:		NET ASSETS RELEASED FROM RESTRICTIONS: 6671010. pension related changes other than net periodic benefit cost: -36642308. OTHER CHANGES IN NET ASSETS: -1010929.
		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 supplies and other expense in the accompanying consolidated statement of operations. The System does not believe it has any significant uncertain tax positions.

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

Field	Value	IRS element (for citing)
Activity	fundraising	Activity
Fundraiser Control Of Funds	1	FundraiserControlOfFunds
Gross Receipts	4379942	GrossReceipts
Amount Retained By Contractor	2082186	AmountRetainedByContractor
Net To Organization	2297756	NetToOrganization

Field	Value	IRS element (for citing)
Total Gross Receipts	4379942	TotalGrossReceipts
Total Retained By Contractors	2082186	TotalRetainedByContractors
Total Net To Organization	2297756	TotalNetToOrganization
Licensed States	MA	LicensedStates
Licensed States	NH	LicensedStates

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	HOSP. GOLF TOURNEY	NameOfEvent1
Gross Receipts Event1	364394	GrossReceiptsEvent1
Charitable Contributions Event1	182483	CharitableContributionsEvent1
Gross Revenue Event1	181911	GrossRevenueEvent1
Non Cash Prizes Event1	44957	NonCashPrizesEvent1
Rent Facility Costs Event1	113998	RentFacilityCostsEvent1
Other Direct Expenses Event1	13232	OtherDirectExpensesEvent1
Name Of Event2	winter ball	NameOfEvent2
Gross Receipts Event2	224513	GrossReceiptsEvent2
Charitable Contributions Event2	159121	CharitableContributionsEvent2
Gross Revenue Event2	65392	GrossRevenueEvent2
Other Direct Expenses Event2	65392	OtherDirectExpensesEvent2
Total Number Of Other Events	7	TotalNumberOfOtherEvents
Gross Receipts Other Events	489520	GrossReceiptsOtherEvents
Charitable Contrib Other Events	323889	CharitableContribOtherEvents
Gross Revenue Other Events	165631	GrossRevenueOtherEvents
Cash Prizes Other Events	465	CashPrizesOtherEvents
Non Cash Prizes Other Events	15693	NonCashPrizesOtherEvents
Rent Facility Costs Other Events	37621	RentFacilityCostsOtherEvents
Food And Beverage Other Events	12928	FoodAndBeverageOtherEvents
Other Direct Expenses Other Events	124215	OtherDirectExpensesOtherEvents
Gross Receipts Total	1078427	GrossReceiptsTotal
Charitable Contributions Total	665493	CharitableContributionsTotal
Gross Revenue Total Events	412934	GrossRevenueTotalEvents
Cash Prizes Total Events	465	CashPrizesTotalEvents
Non Cash Prizes Total Events	60650	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	151619	RentFacilityCostsTotalEvents
Food And Beverage Total Events	12928	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	202839	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	428501	DirectExpenseSummaryEvents
Net Income Summary	-15567	NetIncomeSummary

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	500.000000000000	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	56951102	TotalCommunityBenefitExpense
Direct Offsetting Revenue	21294106	DirectOffsettingRevenue
Net Community Benefit Expense	35656996	NetCommunityBenefitExpense
Percent Of Total Expense	0.02180	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	259938380	TotalCommunityBenefitExpense
Direct Offsetting Revenue	243421194	DirectOffsettingRevenue
Net Community Benefit Expense	16517186	NetCommunityBenefitExpense
Percent Of Total Expense	0.01010	PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

Field	Value	IRS element (for citing)
Total Community Benefit Expense	34001574	TotalCommunityBenefitExpense
Direct Offsetting Revenue	33853352	DirectOffsettingRevenue
Net Community Benefit Expense	148222	NetCommunityBenefitExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	350891056	TotalCommunityBenefitExpense
Direct Offsetting Revenue	298568652	DirectOffsettingRevenue
Net Community Benefit Expense	52322404	NetCommunityBenefitExpense
Percent Of Total Expense	0.03200	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	6869699	TotalCommunityBenefitExpense
Direct Offsetting Revenue	5419179	DirectOffsettingRevenue
Net Community Benefit Expense	1450520	NetCommunityBenefitExpense
Percent Of Total Expense	0.00090	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	188860464	TotalCommunityBenefitExpense
Direct Offsetting Revenue	132248183	DirectOffsettingRevenue
Net Community Benefit Expense	56612281	NetCommunityBenefitExpense
Percent Of Total Expense	0.03460	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	73236830	TotalCommunityBenefitExpense
Direct Offsetting Revenue	67355414	DirectOffsettingRevenue
Net Community Benefit Expense	5881416	NetCommunityBenefitExpense
Percent Of Total Expense	0.00360	PercentOfTotalExpense

Research Research

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

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	4647166	TotalCommunityBenefitExpense
Direct Offsetting Revenue	553508	DirectOffsettingRevenue
Net Community Benefit Expense	4093658	NetCommunityBenefitExpense
Percent Of Total Expense	0.00250	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	273614159	TotalCommunityBenefitExpense
Direct Offsetting Revenue	205576284	DirectOffsettingRevenue
Net Community Benefit Expense	68037875	NetCommunityBenefitExpense
Percent Of Total Expense	0.04160	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	624505215	TotalCommunityBenefitExpense
Direct Offsetting Revenue	504144936	DirectOffsettingRevenue
Net Community Benefit Expense	120360279	NetCommunityBenefitExpense
Percent Of Total Expense	0.07360	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	0	NumberOfActivitiesOrPrograms
Persons Served	0	PersonsServed
Total Community Building Expense	0	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	0	NumberOfActivitiesOrPrograms
Persons Served	0	PersonsServed
Total Community Building Expense	0	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue

Community Support CommunitySupport

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	6	NumberOfActivitiesOrPrograms
Persons Served	1504	PersonsServed
Total Community Building Expense	34244	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	34244	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	0	PersonsServed
Total Community Building Expense	15410	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	15410	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Leadership Development LeadershipDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	24	PersonsServed
Total Community Building Expense	11660	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	11660	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	1	NumberOfActivitiesOrPrograms
Persons Served	6	PersonsServed
Total Community Building Expense	36424	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	36424	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	2	NumberOfActivitiesOrPrograms
Persons Served	18	PersonsServed
Total Community Building Expense	12227	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	12227	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Workforce Development WorkforceDevelopment

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	7	NumberOfActivitiesOrPrograms
Persons Served	185	PersonsServed
Total Community Building Expense	396440	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue
Net Community Building Expense	396440	NetCommunityBuildingExpense
Percent Of Total Expense	0.00020	PercentOfTotalExpense

Other Other

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	0	NumberOfActivitiesOrPrograms
Persons Served	0	PersonsServed
Total Community Building Expense	0	TotalCommunityBuildingExpense
Direct Offsetting Revenue	0	DirectOffsettingRevenue

Total Total

Field	Value	IRS element (for citing)
Number Of Activities Or Programs	18	NumberOfActivitiesOrPrograms
Persons Served	1737	PersonsServed
Total Community Building Expense	506405	TotalCommunityBuildingExpense
Net Community Building Expense	506405	NetCommunityBuildingExpense
Percent Of Total Expense	0.00020	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	1	BadDebtExpenseReported
Bad Debt Expense	$8,349,963	BadDebtExpenseAmount
Amount Attributable To	2094245	AmountAttributableTo
Amount Reimbursed By Medicare	358519464	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	382221681	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-23702217	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
Commonwealth Professional Assurance Company Ltd
Provides insurance	1.00000	0.00000	0.00000
UMass Memorial Investment Partnership LLP
Manages pooled investments	1.00000	0.00000	0.00000
UMass Memorial Health Alliance MRI Center LLC
Magnetic resonance imaging center	0.60000	0.00000	0.00000
UMass Memorial MRI of Marlborough LLC
Magnetic resonance imaging center	0.56000	0.00000	0.00000
Memorial Office Condominium Trust
Condo association that owns medical office building	0.53690	0.00000	0.00000
UMass Memorial MRI & Imaging Center LLC
Magnetic resonance imaging center	0.50000	0.00000	0.00000
New England Rehabilitation Services of Central Massachusetts Inc
Acute care rehabilitation facility	0.50000	0.00000	0.00000
Bio Labs Inc
Clinical laboratory	1.00000	0.00000	0.00000
HealthAlliance with Physicians Inc
Physician alliance	0.50000	0.00000	0.00000
Shields Imaging of Massachusetts LLC
Management company for PET imaging	0.25000	0.00000	0.00000

Form990 Schedule H Part V Form990ScheduleHPartV (37 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Childrens HospitalChildrensHospital	Teaching HospitalTeachingHospital	Research FacilityResearchFacility	Er24 HoursEr24Hours	Er OtherErOther	OtherOther
UMass Memorial Medical Center Inc
55 Lake Ave	Worcester	MA	01605	X	X	X	X	X	X
UMass Memorial Medical Center - Memorial
119 Belmont Street	Worcester	MA	01605	X	X	X	X	X	X
UMass Memorial Medical Center - Hahneman
281 Lincoln Street	Worcester	MA	01605							X	Satellite - outpatient services
Tri-River Family Health
281 E Hartford Ave	uxbridge	MA	01569							X	Satellite - health center
Simonds-Sinon Regional Cancer Center
275 Nichols Road	fitchburg	MA	01420							X	Satellite - cancer center
Regional Family Health Center - Barre
151 Worcester Road	barre	MA	01005							X	Satellite - health center
UMass Memorial Rehab Group
15 Belmont Street	Worcester	MA	01605							X	Satellite - rehab clinic
Anticoagulation Clinic Lincoln Square Pa
15 Belmont Street	Worcester	MA	01605							X	Satellite - outpatient anticoagulation clinic
Hahnemann Family Health Center
279 Lincoln Street	Worcester	MA	01609							X	Satellite - health center
3 PTC
305 Belmont Street	Worcester	MA	01604							X	Satellite - outpatient psychiatric treatment center
Westboro Radiology
154 East Main Street	westboro	MA	01581							X	Satellite - health center
Shrewsbury Radiology
26 Julio Drive	shrewsbury	MA	01545							X	Satellite - health center
Psychiatric Outpatient Services
361 Plantation Street	Worcester	MA	01605							X	Satellite - outpatient psychiatric treatment center
Molecular Diagnostics Laboratory
222 Maple Avenue	shrewsbury	MA	01545							X	Satellite - diagnostics lab
Plumley Village
116 Belmont Street	Worcester	MA	01608							X	Satellite - outpatient physician clinic
UMass Memorial Hospice
650 Lincoln Street	Worcester	MA	01605							X	Satellite - hospice services
UMass Memorial Endoscopy Center
21 Eastern Avenue	Worcester	MA	01605							X	Satellite - outpatient endoscopy services
Ronald McDonald Mobile Care Van
55 Lake Avenue	Worcester	MA	01655							X	Satellite - roaming outpatient physician clinic
UMass Memorial Home Health
650 Lincoln Street	Worcester	MA	01605							X	Satellite - home health services
HealthAlliance Hospital Inc
60 Hospital Road	leominster	MA	01453	X	X		X		X
HealthAlliance Hospital Inc
326 Nichols Road	fitchburg	MA	01420							X	Outpatient cancer treatment center, Inpatient mental health
HealthAlliance Home Health and Hospice
25 Tucker Road	leominster	MA	01453							X	Visiting nurse association
PT Plus Whitney Fields
21 Cinema Blvd	leominster	MA	01453							X	Outpatient physical therapy center
PT Plus Orchard Hills
100 Duval Road	lancaster	MA	01523							X	Outpatient physical therapy center
Marlborough Hospital
157 Union Street	marlborough	MA	01752	X	X		X		X		Joint venture in on-site MRI facility
Marlborough Hospital Rehabilitation Serv
340 Maple Street	marlborough	MA	01752							X	Rehab Clinic
Clinton Hospital Association
201 Highland Street	clinton	MA	01510	X	X				X		None
Wing Memorial Hospital Corporation
40 Wright Street	palmer	MA	01069	X	X				X
Belchertown Medical Center
20 Daniel Shays Highway	belchertown	MA	01007							X	Satellite - health center
Ludlow Medical Center
34 Hubbard Street	ludlow	MA	01056							X	Satellite - health center
Monson Medical Center
2 Main Street	monson	MA	01057							X	Satellite - health center
Wilbraham Medical Center
2344 Boston Road	wilbraham	MA	01095							X	Satellite - health center
VNA
42 Wright Street	palmer	MA	01069							X	Home Health and Hospice
UMass Memorial Laboratories
Biotech One 365 plantation street	Worcester	MA	01605							X	Satellite - lab services
Milford Ambulatory Care Center
91 water street	milford	MA	01757							X	satellite - outpatient & radiology
UMass Memorial Ambulatory Care Center
55 Lake Ave north	worcester	MA	01605							X	satellite - outpatient & radiology
Marlborough Hospital
28 newton street	southborough	MA	01772							X	outpatient women's imaging & endoscopy, medworks

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
Annual Community Benefit Expln	Part I, Line 6a:	AnnualCommunityBenefitExpln
Costing Method Used	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.	CostingMethodUsed
Subsidized Health Services Expln	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 and nephrology, Barre primary care, pediatric primary care, and maternity services provided for deliveries and normal newborns. The data represents the UMass Memorial Medical Center and the member hospitals, Clinton, Marlborough, HealthAlliance and Wing Memorial.	SubsidizedHealthServicesExpln
Percent Of Total Expense Expln	Part I, Line 7f: Bad Debt expense included on Form 990, Part IX, line 5, column (A) which was subtracted for purposes of calculating the percentage amounts to $41,192,302.	PercentOfTotalExpenseExpln
Bad Debt Footnote	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.	BadDebtFootnote
Shortfall As Community Benefit	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.	ShortfallAsCommunityBenefit
Debt Collection Policy	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.	DebtCollectionPolicy
General Explanation	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 65% 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 V - List number of each type of facility, other than those licensed, registered, etc - Medical Center - 14 Administrative Space; 2 Ambulance Services Wing Memorial - 2 Administrative Space HealthAlliance Hospital - 10 Physician Offices; 10 Administrative Space	GeneralExplanation
Needs Assessment	Part VI, Line 2: Each of our hospitals has a designated Community Benefits program that has joined efforts with their respective community and taken into account input from community experts/stakeholders in the development of their Community Needs Assessment. In addition, each hospital has a community-based Community Benefits Advisory Committee that provides guidance on their community benefits activities. The following strategies are utilized by the hospitals to conduct the assessment: - Conducting interviews and focus groups with community-based organizations and residents- Conducting outreach efforts to medically underserved populations and convening meetings with neighborhood/community groups - Reviewing primary and secondary data - Organizing community forums to share findings and release of final report- Organizing task forces for further actionThe following sources inform and enhance our efforts to identify priorities and unmet needs:- Central Massachusetts Oral Health Report- Healthy People 2010 and 2020- Massachusetts Department of Education Reports including local enrollment and language data- Massachusetts Department of Employment and Training- Outpatient surveys and hospital utilization data- Massachusetts Department of Public Health/Mass CHIP- Cities and towns data from various departments including, but not limited, to the local Department of Public Health, Neighborhood Services, Police- Information collected from health care providers, community groups/underserved populations and individuals who have expertise on community health issues 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 health 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 citywide Healthy Communities Initiative.Clinton HospitalIn 2011, Clinton Hospital completed their community needs assessment, the Community Needs Assessment of Central Massachusetts. The hospital worked with the following organizations to complete the assessment: 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. HealthAlliance Hospital In 2011, HealthAlliance completed their community needs assessment, the Community Needs Assessment of Central Massachusetts. The hospital worked with the following organizations to complete the assessment: 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. Marlborough Hospital Marlboro Hospital completed its most recent needs assessment in FY 2010 with input from a wide array of community stakeholders and is updating its plan. Wing Memorial HospitalWing Memorial completed its community needs assessment in FY 2010 with input from a wide array of community stakeholders and is working with its Community Benefits Advisory Committee in updating its plan.	NeedsAssessment
Patient Education Assistance	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.	PatientEducationAssistance
Community Information	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, and includes ten towns in Middlesex County to the north and east. 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 Commuting 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 designated 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 - Income levels vary widely across the region. The census data for 2006-2008 indicated the median household income for Worcester County was $64,471; for the City of Worcester, the largest urban area, it was considerably less at $44,794. Overall, 9 percent of Worcester County residents are below the poverty level, but that rate doubles to 18 percent in the urban cities of Worcester and Fitchburg, and in these communities, one of every four children lives in poverty. For example, the Worcester Public Schools system reports that in the 2010 school year, 71 percent of their students are eligible for free or reduced lunch. The December 2009 unemployment rate for the county was 9.8 percent, slightly above the state and national average. Many cities and towns in our region have unemployment rates between 11 and 13 percent. Central Massachusetts has been hard-hit by the foreclosure crisis over the past two years, with little improvement to date. In a report released in January 2010, Worcester County led the state in the number of new foreclosure filings, with most of that volume in the City of Worcester. Demographic and Health Factors - The demographics of the region vary by location, with minorities and foreign born residents concentrated in the cities. Ten percent of people living in Worcester County are foreign born, 89 percent are White, 3 percent are Black or African American, 4 percent are Asian; 8 percent are Hispanic (any race). In the City of Worcester, 20 percent are foreign born, 79 percent are White, 9 percent are Black or African American; 19 percent are Hispanic (any race). In recent years, this area has become home to a rapidly increasing number of immigrants from around the world, and in 2010 our hospital interpreter services provided well over 75,000 medical interpretation encounters. The federal government is also now settling hundreds of refugees a year in the Worcester area from Iraq, Burundi, Burma, and other African and Asian countries. Refugees are a vulnerable population with high health needs, and the Massachusetts Department of Public Heath reports that this settlement trend will continue in future years due to the lower cost of living in the Worcester area compared to other parts of the state. A new analysis of the nation's health status by county indicates that our service area has a larger health burden than other parts of Massachusetts. Worcester County ranks 10 out of 14 counties for mortality and morbidity and 11th for health behaviors.Chronic Disease OverviewWorcester County Chronic Disease and Obesity data shared at regional health forums hosted by the state Department of Public Health in 2007 revealed the following:- From 1995 to 2005, the rate of residents classified as overweight in Worcester County climbed from 45.7% to 57.5%- From 2003 to 2005 the heart disease mortality rate (deaths per 100,000) was the second highest in the state, at 196.8. The highest number was among White, non-Hispanic (198.3) followed by Black, non-Hispanic (186.2) and then Hispanic (152.2), a number strikingly higher than the state rate for this ethnicity (103.7). Asians had the lowest rate at 76.7, still a good deal higher than the state rate of 68.4.Worcester County has the highest diabetes mortality rate of any county in the state with 22.6 deaths per 100,000, compared to the Massachusetts rate of 18.4. The rate for Hispanics is strikingly high compared to other ethnicities in the region (49), while Black, non-Hispanic rate and Asian non-Hispanic rate are 37, White non-Hispanic rate is 22. The rate for White, non-Hispanic is still higher than the state rate of 17.Worcester County deaths due to all cancers age adjusted rates per 100,000 are higher than the state rate (181.5 compared to 178.9). Lung cancer deaths are 54 compared to the state rate of 50.8, and Breast Cancer rates are 23.1 compared to 20.1. Note on Teen Birth Rate: For several Worcester County communities, the teen birth rate climbed significantly between 2006 and 2007: In Leominster it rose from 30.3% to 36.7, a 21.1% increase; in Southbridge, there was an increase of 19.5% over the same period (64.5 to 77.1); and in Worcester it rose from 34.4 to 35.7, an increase of 3.8%.Key Health Observations in Central Massachusetts from Regional Health Forums in 2011- Racial and Ethnic disparities are major factors: - Latinos' and Blacks' health disparities across several indicators are a major concern- Overweight/obesity is an increasing health risk - contributes to rising diabetes incidence- The region's residents are disproportionately affected by: -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, Fitchburg and Southbridge) -Heroin/Opiods related incidents/deaths (same cities as above) -Motor vehicle injuries Health Care Safety Net - UMass Memorial provides care to the largest number of low income patients in the region.	CommunityInformation
Community Building Activities	Part VI, Line 5: 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 workforce development and leadership training programs that support youth who are at risk of developing risky health behaviors and experiencing violence due to poverty. We also invest in environmental and physical improvement programs such as beautification of low income neighborhood parks because children will have access to safe playgrounds, thus promoting physical activities and reducing 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).	CommunityBuildingActivities
Other Information	Part VI, Line 6: In addition to the many community benefit programs described in other sections, UMass Memorial serves as the region's only Level I trauma center and operates Life Flight helicopter service to transport the region's sickest patients to appropriate facilities. It has a majority of independent, community trustees on its boards, a medical staff that is open to all those who meet the eligibility requirements, and of course UMass Memorial meets all other requirements of the community benefit requirement adopted by the IRS in 1969, including having an ER open to all, participation in Medicare and Medicaid, and the use of all surplus funds to improve patient care, expand facilities and advance education and training. Finally, UMass Memorial prides itself on being a national leader with regard to community benefits and implementing innovative programs that focus on the full array of the social determinants of health for our communities. UMass Memorial makes this a priority at the highest levels of the organization, and has been one of the first hospital systems in the state to create a community benefits committee of the board to establish goals, measures and monitor progress of the program.	OtherInformation
Affiliated Health Care System	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 community benefits program focuses on the needs of underserved populations and support unmet health needs. In addition, each hospital has its own community benefits program and as such has developed strong linkages within their service area with community leaders and community based organizations that have resulted in partnerships and collaborative efforts that are addressing the health needs of their respective community.	AffiliatedHealthCareSystem
Reports Filed With States	MA	ReportsFiledWithStates

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
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	scholarships	TypeOfGrant
Number Of Recipients	30	NumberOfRecipients
Amount Of Cash Grant	60000	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	1	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 (65 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
Aronson Michael P MD
109384	0	17350	0	2997	0	6832	0	23327	0	159890	0	0	0
Arous Elias J MD
562524	0	65335	0	2997	0	12250	0	22576	0	665682	0	0	0
Ayers David MD
483629	0	40000	0	2997	0	12250	0	25117	0	563993	0	0	0
Bagley Peter H MD
289404	0	40248	0	2997	0	94234	0	25130	0	452013	0	0	0
Brown Alan P MD
149953	0	11428	0	2997	0	8448	0	21526	0	194352	0	0	0
Cavagnaro Charles III MD
297158	0	86231	0	3750	0	121536	0	28526	0	537201	0	0	0
Cheshire Bryan MD
196517	0	32725	0	2997	0	11762	0	20851	0	264852	0	0	0
Cirillo Bettyann MD
191381	0	15100	0	35142	0	4631	0	21248	0	267502	0	0	0
Cofone Michael J
234043	0	0	0	1184	0	2348	0	15407	0	252982	0	0	0
Corbett William MD
277332	0	90275	0	14238	0	45708	0	18778	0	446331	0	14238	0
Daly Sheila
194996	0	48933	0	16456	0	93104	0	17124	0	370613	0	8812	0
Felice Marianne E MD
187131	0	31020	0	2997	0	19568	0	25576	0	266292	0	0	0
Ferrucci Joseph MD
367095	0	20000	0	2997	0	12250	0	24394	0	426736	0	0	0
Gundersen Jason MD
252224	0	139186	0	2997	0	12250	0	20919	0	427576	0	0	0
Kaur Shubjeet MD
268755	0	15000	0	2997	0	12250	0	25029	0	324031	0	0	0
Keating Todd A
464171	0	140937	0	30892	0	198526	0	13703	0	848229	0	23248	0
Lapidas Gary N
359693	0	102441	0	32946	0	166420	0	9884	0	671384	0	25302	0
Lindholm Mary S MD
130261	0	1053	0	2997	0	6930	0	20703	0	161944	0	0	0
Maguire David L MD
163076	0	34723	0	404	0	7798	0	1480	0	207481	0	0	0
Manning Gordon MD
169515	0	27472	0	2997	0	51108	0	23618	0	274710	0	0	0
Muldoon Patrick L
382025	0	64150	0	31493	0	132056	0	29491	0	639215	0	23849	0
O'Brien John G
867954	0	296660	0	47360	0	355741	0	18756	0	1586471	0	0	0
Okike O Nsidinanya MD
362235	0	0	0	0	0	41511	0	13780	0	417526	0	0	0
Pappas Arthur MD
106873	0	0	0	101025	0	25200	0	11363	0	244461	0	0	0
Polanowicz John
269670	0	70441	0	16878	0	98593	0	30928	0	486510	0	9234	0
Power Diane MD
191094	0	19856	0	38777	0	4768	0	22844	0	277339	0	0	0
Slayton Val MD
268264	0	250	0	1394	0	4900	0	19088	0	293896	0	0	0
Swenson Dana
233071	0	74797	0	0	0	81008	0	19308	0	408184	0	0	0
Tosi Stephen E MD
498763	0	135669	0	228029	0	168788	0	23751	0	1055000	0	24025	0
Umanzor Rene M MD
124160	0	108544	0	61	0	9319	0	22499	0	264583	0	0	0
Volturo Gregory MD
241739	0	100912	0	2997	0	12250	0	25130	0	383028	0	0	0
Wesolowski Paul
160196	0	0	0	336	0	0	0	14784	0	175316	0	0	0
Ziedonis Douglas MD
184497	0	35000	0	2997	0	11482	0	25130	0	259106	0	0	0
Allicon Keary T
143770	0	16016	0	0	0	20421	0	19476	0	199683	0	0	0
Bergan Thomas
231923	0	66369	0	9658	0	143738	0	10392	0	462080	0	9658	0
Brown Douglas S
368987	0	111450	0	25891	0	105466	0	20708	0	632502	0	25891	0
Dickson Eric MD
263695	0	45000	0	774	0	32849	0	18767	0	361085	0	0	0
Dion Jeffrey
159772	0	24825	0	0	0	31822	0	19122	0	235541	0	0	0
Ekstrom Deborah
184334	0	38401	0	17870	0	84062	0	23591	0	348258	0	9624	0
Feldmann Robert
245725	0	76864	0	16909	0	117336	0	20103	0	476937	0	16909	0
Fraker Muriel E Esquire
163344	0	10592	0	0	0	57989	0	26953	0	258878	0	0	0
Lasser Daniel H MD
213863	0	102903	0	2997	0	98784	0	23371	0	441918	0	0	0
McCue Steven
140471	0	14693	0	0	0	10618	0	17642	0	183424	0	0	0
O'Brien William H
110435	0	0	0	2997	0	33050	0	22296	0	168778	0	0	0
Smith Francis W
172501	0	10211	0	0	0	28154	0	18778	0	229644	0	0	0
Streeter Michele M
280249	0	87020	0	9921	0	95216	0	18791	0	491197	0	9921	0
Brenckle George PhD
295817	0	93714	0	11833	0	97949	0	27042	0	526355	0	11833	0
Chandler Willis
216492	0	55424	0	0	0	38395	0	18778	0	329089	0	0	0
Diamond Victoria
258301	0	83796	0	16682	0	87772	0	26106	0	472657	0	16682	0
Ettinger Walter H MD
694618	0	243907	0	56278	0	257700	0	19514	0	1272017	0	37286	0
Fisher Barbara
235917	0	60488	0	10214	0	67162	0	19043	0	392824	0	10214	0
Hylka Sharon
293622	0	87543	0	26781	0	261032	0	22069	0	691047	0	19137	0
Klugman Robert MD
388076	0	117462	0	19068	0	221869	0	21949	0	768424	0	15462	0
Kruger Nancy
292197	0	83555	0	10182	0	110222	0	12044	0	508200	0	10182	0
Phillips Robert A
593899	0	305135	0	48244	0	199940	0	26374	0	1173592	0	48244	0
Randolph John T
196052	0	60470	0	0	0	113042	0	21034	0	390598	0	0	0
Webb Patricia
310718	0	107123	0	7644	0	88235	0	25275	0	538995	0	0	0
Sussman Andrew J
328957	0	0	0	21395	0	67987	0	30446	0	448785	0	20051	0
blute michael
0	0	0	0	0	0	0	0	0	0			0	0
daley jennifer
0	0	0	0	0	0	0	0	0	0			0	0
Maykel Justin MD
300431	0	291648	0	2997	0	12250	0	21441	0	628767	0	0	0
Busconi Brian D MD
501454	0	50000	0	2997	0	12250	0	22576	0	589277	0	0	0
Hussain Sarwat MD
385747	0	111024	0	2997	0	12250	0	25130	0	537148	0	0	0
Lapinsky Anthony MD
362503	0	118455	0	2978	0	12250	0	22519	0	518705	0	0	0
Tam Stanley MD
480188	0	0	0	2997	0	12250	0	24393	0	519828	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, Lines 4a-b:	Part I, Lines 4a-b: Val Slayton's position was terminated effective 7/28/2010. In recognition of his years of service at HealthAlliance Hospital, Val was awarded severance compensation equal to 26 weeks of his salary and wages. During fiscal year 2010 Val was paid $45,855 as a result of this arrangement. During fiscal year 2011 he is scheduled to receive an additional $90,644 in severance compensation. Line 4b: Name of participants in or receiving payment from a supplemental nonqualified retirement plan Todd A. Keating $23,248 John G. O'Brien $0 Douglas S. Brown $25,891 Walter H. Ettinger, M.D. $37,286 Nancy Kruger $10,182 George Brenckle, Ph.D. $11,833 Robert Phillips $48,244 Patricia Webb $0 Andrew Sussman $20,051 John Randolph $0 Sharon Hylka $19,137 Victoria Diamond $16,682 Robert Klugman $15,462 Barbara Fisher $10,214 Willis Chandler $0 Thomas Bergan $9,658 Charles Cavagnaro, III, MD $0 William Corbett, MD $14,238 Sheila Daly $8,812 Eric Dickson, MD $0 Deborah Ekstrom $9,624 Robert Feldmann $16,909 Gary N. Lapidas $25,302 Patrick L. Muldoon $23,849 John Polanowicz $9,234 Michele M. Streeter $9,921 Dana Swenson $0 Stephen E. Tosi, MD $24,025
Part III	Part II - Disclosures: 1) John O'Brien's retirement and other deferred compensation amount includes a contingent deferred compensation accrual of $302,000 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 2009. The name of the unrelated organization is UMass Medical School. DANIEL LASSER, M.D. $256,684 MARIANNE E. FELICE, M.D. $208,647 ELIAS J. AROUS, M.D. $149,750 PETER H. BAGLEY, M.D. $153,169 ALAN P. BROWN, M.D. $69,341 SHUBJEET KAUR, M.D. $152,503 MARY LINDHOLM, M.D. $20,035 DAVID AYERS, M.D. $139,980 GREGORY VOLTURO, M.D. $33,120 MICHAEL P. ARONSON, M.D. $75,028 BRYAN CHESHIRE, M.D. $27,929 DOUGLAS ZIEDONIS, M.D. $199,198 JOSEPH FERRUCCI, M.D. $252,202 BRIAN D. BUSCONI, M.D. $122,750 justin maykel, m.d. $117,290 sarwat hussain, m.d. $132,750 anthony lapinsky, m.d. $172,466 stanley tam, m.d. $176,644	Supplemental Information

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer
MHEFA-UMASS MEMORIAL SERIES D
042456011	57586clq6	2005-08-18	107450000	SEE SCHEDULE O	0	0
MHEFA-UMASS MEMORIAL VARIABLE RATE SERIES E
042456011	57586eh27	2009-05-22	30000000	SEE SCHEDULE O	0	0
MHEFA-UMASS MEMORIAL VARIABLE RATE SERIES F
042456011	57586eh27	2009-05-22	30000000	SEE SCHEDULE O	0	0
MHEFA-MARLBOROUGH HOSPITAL VARIABLE RATE series a
042456011		2009-11-24	9420000	SEE SCHEDULE O	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
042456011		2005-12-07	10000000	CAPITAL EQUIPMENT	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)

Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount UnspentAmountUnspent
109879830	10709415	1384731	2785684	95000000	2006	0	1	1
30051532		205455		23030025	2011	0	0	1	6816052
30051535		118700		23125025	2011	0	0	1	6807810
9420000		78458		9341542	2009	1	1	1
10000000				10000000	2006	0	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)

Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
1	0.01030	0.01030	1
0			1
0			1
0			1
0			1

Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)

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

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	CUSIP NumberCUSIPNumber
MHEFA-UMASS MEMORIAL MASTER LEASE
042456011	2006-12-27	20000000	CAPITAL EQUIPMENT	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
042456011	2008-04-24	20000000	CAPITAL EQUIPMENT	0	0
MHEFA-UMASS MEMORIAL MASTER LEASE
042456011	2009-07-24	20000000	CAPITAL EQUIPMENT	0	0
mhefa-umASS MEMORIAL varIABLE RATE SERIES g
042456011	2010-05-27	60445000	sEE SCHEDULE O	0	0	57586eus8

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount DefeasedAmountDefeased	Amount UnspentAmountUnspent
20717238	26965	717238	19973035	2007	0	1	1
20152952	29072	152952	19970928	2009	0	1	1
20024254	28500		19995754	2010	0	0	1
63277953	1027915			2010	1	1	1	62178915	71123

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 L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
VARIOUS-CASH VALUE OF LIFE INSUR POLICIES
X	$5,588,900	4887451	0	1	1
dr jason gundersen
X	$30,000	833	0	1	1

Field	Value	IRS element (for citing)
Total Balance Due	4888284	TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (23 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Gordon Manning MD
Current Director	16000	Rental of Property - Income	0
Robert Klugman MD
Key Employee	16000	Rental of Property - Income	0
Daniel Carlucci MD
Current Director	12234	Rental of Property - income	0
Gordon Manning MD
Current Director	213121	Rental of Property - Expense	0
Robert Klugman MD
Key Employee	213121	Rental of Property - Expense	0
John Clementi
Current Director	129026	Rental of Property - Expense	0
Edward Manzi
Current Director	193320	rental of property - expense	0
Edward Manzi
Current Director	350000	sale of assets	0
Edward Manzi
Current Director	32051	rental of property - expense	0
Markian Stecyk MD
Current Director	25083	employment Arrangement	0
William F Sullivan Sr
Current Director	316761	Independent Contactor Arrangement	0
Robert Haveles
Current Director	114879	Independent Contactor Arrangement	0
Paul D'Onfro
Current Director	654636	Independent Contactor Arrangement	0
Daniel Carlucci MD
Current Director	109573	Independent Contactor Arrangement	0
Anthony J Mercadante
Current Director & Family Member of Nicholas Mercadante	253709	Independent Contactor Arrangement	0
Susan Ettinger
Family Member of Walter Ettinger, Key Employee	27506	Employment Arrangement	0
Cheryl Swenson
Family Member of Dana Swenson, Director	37233	Employment Arrangement	0
Kathleen Hylka
Family Member of Sharon Hylka, Key Employee	98509	Employment Arrangement	0
Kathryn C May
Family Member of Deborah Ekstrom, Officer	75097	Employment Arrangement	0
Eileen Henrickson RN
Family Member of Deborah Ekstrom, Officer	98268	Employment Arrangement	0
Joanne D'Onfro
Family Member of Paul D'Onfro, Director	43990	Employment Arrangement	0
Elizabeth Gundersen MD
Family Member of Jason Gundersen, MD, Director	215322	Employment Arrangement	0
Kenneth Stillman MD
Family Member of Ann Molloy, Director	39434	Employment Arrangement	0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	2191	NumberOfContributions
Noncash Contribs Rptd F990	191877	NoncashContribsRptdF990
Method Of Determining Revenues	fmv/selling price	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Description	DOOR PRIZES	Description
Number Of Contributions	99	NumberOfContributions
Noncash Contribs Rptd F990	54011	NoncashContribsRptdF990
Method Of Determining Revenues	COST	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. Line 25: Door prizes included were from the Health Alliance Hospitals, Inc.'s Speakeasy event and the Central New England Health Alliance, Inc.'s Hospital Golf Tourney event.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (17 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Form 990, Part VI, Section A, line 2	Disclosure Year, Disclosing Individual, Title/Role, Relationship with, Relationship UMMHC 2010, John Budd, Board Member, Paul D'Onfro, business Ventures 2010, None Member Entities Health Alliance 2010, D'Onofro, Paul, Board Member, John Budd, business 2010, Cirillo, Bettyann, Board Member, John Howard, business CHL 2010, None Marlborough 2010, Murphy, Michael, Board member, Daniel Carlucci, business Richard Bennett, business Cornelius Ferris, business John Polanowicz, business Philip Purcell, business 2010, Molloy, Ann, Board member, Alan Brown, MD, business Wing 2010, 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 2010, Noonan, Edward, Board Member, Charles Cavagnaro, business James St. Amand, business James Phaneuf, business Katherine Coolidge, business Robert S. Haveles, business Patrick Turley, business Elaine Anderson, business 2010, Desrochers, Roland, Board member, Charles Cavagnaro, business 2010, Turley, Patrick, Board member, Linda Mitchell, business Edward Noonan, business Ron Christiansen, business Paul Scully, business 2010, Haveles, Robert, Board Member, Edward Noonan. business James Phaneuf, business Paul Scully, business Patrick Turley, business 2010, Christiansen, Ronald, Board member, Patrick Turley, business Linda Mitchell, business Paul Scully, business 2010, Scully, Paul, Board Member, Ron Christiansen, business Patrick Turley, business Robert Haveles, business James Phaneuf, business Charles Cavagnaro, business 2010, Cavagnaro, Charles, President, Ed Noonan, business James Phaneuf, business Paul Scully, business Roland Desrochers, business Elaine Anderson, personal 2010, Mitchell, Linda, Board member, Ron Christiansen, business Robert Haveles, business Patrick Turley, business Edward Noonan, business Paul Scully, business 2010, Coolidge, Katherine, Board member, Edward Noonan, business James Phaneuf, business 2010, Anderson, Elaine, Board member, Paul Scully, business Edward Noonan, business 2010, Lyons, Cynthia, Board member, Paul Scully, business Clinton 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.
Form 990, Part VI, Section B, line 12c	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 15	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 advice 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 C, line 19	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.
	Schedule K, (Form 1 of 2) Part I Column (f) description of purpose: A - Completion of the expansion of the Emergency Dept and routine capital equipment and/or renovation projects B - Renovation, equipping and construction for clinical, support service and infrastructure projects C - Renovation, equipping and construction for clinical, support service and infrastructure projects D - Pay off HEFA pool O loan, ER renovations, EICU Equipment, CT Scan lease, Mammography Unit
	schedule k, (Form 2 of 2) D - 57586EUS8 - 57586EUT6 - 57586EUU3 - 57586EUV1 - 57586EUW9 - 57586EUX7 - 57586EVE8 - 57586EUY5 - 57586EVF5 - 57586EUZ2 - 57586EVG3 - 57586EVA6 - 57586EVH1 - 57586EVB4 - 57586EVJ7 - 57586EVC2 - 57586EVD0 Part I Column (f) description of purpose: D - Refunding of Central New England Health Alliance Series A Bond (1993) and Medical Center of Central Massachusetts, Series B (1992)
Page 1, Line H(b) List of Affiliated Organizations	The Clinton Hospital Association; 201 Highland Street, Clinton, MA 01510 EIN: 04-1185520 Fiscal Year end: 9/30/2010 Marlborough Hospital; 157 Union Street, Marlborough, MA 01752 EIN: 04-2104693 Fiscal Year end: 9/30/2010 UMass Memorial Behavioral Health System, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 04-3374724 Fiscal Year end: 9/30/2010 UMass Memorial Hospitals, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 04-3296271 Fiscal Year end: 9/30/2010 UMass Memorial Health Ventures, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 22-2605679 Fiscal Year end: 9/30/2010 UMass Memorial Laboratories, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 04-3321703 Fiscal Year end: 9/30/2010 UMass Memorial Medical Center, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 04-3358564 Fiscal Year end: 9/30/2010 UMass Memorial Medical Group, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 04-2911067 Fiscal Year end: 9/30/2010 UMass Memorial Realty, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 04-2805630 Fiscal Year end: 9/30/2010 Wing Memorial Hospital Corp.; 40 Wright Street, Palmer, MA 01069 EIN: 22-2519813 Fiscal Year end: 9/30/2010 UMass Memorial Health Care, Inc. (Parent); 328 Shrewsbury Street, Worcester, MA 01604 EIN: 04-3358566 Fiscal Year end: 9/30/2010 Community HealthLink, Inc.; 72 Jaques Avenue, Worcester, MA 01610 EIN: 04-2626179 Fiscal Year end: 9/30/2010 Central Massachusetts Magnetic Imaging Center, Inc.; 367 Plantation Street, Worcester, MA 01605 EIN: 04-2981362 Fiscal Year end: 9/30/2010 Central New England HealthAlliance, Inc.; 60 Hospital Road, Leominster, MA 01453 EIN: 04-3172496 Fiscal Year end: 9/30/2010 Coordinated Primary Care, Inc.; 60 Hospital Road, Leominster, MA 01453 EIN: 04-3210002 Fiscal Year end: 9/30/2010 HealthAlliance Home Health and Hospice, Inc.; 25 Tucker Road, Leominster, MA 01453 EIN: 04-2932308 Fiscal Year end: 9/30/2010 HealthAlliance Hospitals, Inc.; 60 Hospital Road, Leominster, MA 01453 EIN: 04-2103555 Fiscal Year end: 9/30/2010 Caitlin Raymond International Registry, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 06-1749208 Fiscal Year end: 9/30/2010 Clinton Hospital Foundation, Inc.; 328 Shrewsbury Street, Worcester, MA 01604 EIN: 04-3357881 Fiscal Year end: 9/30/2010
Page 8 Part VII Section B. Independent Contractors - Description of service	Description of services Footnote A - General Contractor management fees. Subcontracts to a variety of services, including but not limited to: cost of materials, plumbing, HVAC, electrical, bricklayers, laborers. This vendor may also supply their own laborers as opposed to subcontracting the work out.
Page 12 Part XI LINE 2c	The organization's financial statements were audited by an independent accounting firm on a consolidated basis. The organization has an audit committee responsible for oversight of the audit of its financial statements as well as the selection of an independent accounting firm.
Schedule G part i, line 2b, column III	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
SCHEDULE G Part I, Line 2b; Column (v)	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.
schedule g, part ii	Part II, Column (a) Event #1: The Hospital Golf Tourney 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 The 7 events reported in Column (c ) are: Golf Tournament held by Wing Memorial Hospital, Corp., Speakeasy held by HealthAlliance Hospitals, Inc., Dennehy Golf Tournament held by HealthAlliance Home Health and Hospice, Inc., Lovelight held by HealthAlliance Home Health and Hospice, Inc. Golf Tournament was held by Marlborough Hospital, Golf Tournament was held by the Parent, and Star Light Gala was held by the Parent.
SCHEDULE L PART II LOANS FROM INTERESTED PERSONS	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. (a) Name of interested person (c) Original principal amount (d) Balance due John O'Brien, Current President & CEO $ 2,141,413 $ 932,797 Walter Ettinger, Current Key Employee of Medical Center $ 606,000 $ 256,193 Thomas Cummings, Former CEO of Marlborough Hospital $ 377,630 $ 188,916 Richard H. Scheffer, Former CEO of Wing Memorial Corp. $ 26,660 $ 75,265 William J. Williams, Former Officer of HealthAlliance Hospitals, Inc. $ 1,981,627 $ 3,178,826 Floyd Connelly, Former Executive Director of CMMIC, Inc. $ 455,570 $ 255,454	The VARIOUS-CASH VALUE OF LIFE INSUR. POLICIES INCLUDES THE FOLLOWING:

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
UMass Memorial Foundation Inc
333 South Street	Shrewsbury	MA	01545	043108190	fundraising support	MA	501( c)(3)	11c	N/A
Health Alliance Realty Corporation
326 Nichols Road	Fitchburg	MA	01420	042560754	real estate management	MA	501( c)(2)		N/A
Wing Health Foundation Inc
40 Wright Street	Palmer	MA	01069	042105839	issuance of health related grants	MA	501( c)(3)	11b	N/A

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	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	4952839	327743407	0	-$7,731	1
UMass Memorial Marlborough MRI
157 Union Street	Marlborough	MA	01752	202293995	magnetic resonance imaging	MA		related	606235	327791	0		0	marlborough hospital
UMass Memorial Health Alliance MRI center llc
60 Hospital Road	Leominster	MA	01453	043561571	magnetic resonance imaging	MA	N/A	related	1018617	807167	0		0

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	26780692	131240395	1.00000
Memorial Office Condominium Trust
			046616900	Condominium association			T	23315	94884	0.53690	328 Shrewsbury Street	Worcester	MA	01604	MA	Umass Memorial Medical Center Inc
bio-lab inc
			042708828	clinical laboratory			S			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	0	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	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (23 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
Commonwealth Professional Assurance Company LTD
L	23072004
UMass Memorial Medical Center Inc
B	5082696
UMass Memorial Medical Center Inc
N	736353
UMass Memorial Medical Center Inc
L	6202000
UMass Memorial Medical Group Inc
L	2985387
UMass Memorial Medical Group Inc
N	575995
UMass Memorial Medical Group Inc
B	67886
UMass Memorial Realty Inc
J	2851790
UMass Memorial Foundation Inc
O	2963697
UMass Memorial Health Ventures Inc
P	256161
UMass Memorial Laboratories Inc
P	2229087
UMass Memorial Realty Inc
P	254016
Marlborough Hospital
P	1861677
The Clinton Hospital Association
P	1356714
Wing Memorial Hospital Corporation
P	1788570
Wing Memorial Hospital Corporation
N	101257
Central New England Health Alliance Inc
P	3298569
UMass Memorial Medical Center Inc
P	130316668
UMass Memorial Medical Group Inc
P	28454628
Central Massachusetts Magnetic Imaging Center Inc
P	189546
Community HealthLink Inc
P	637326
Commonwealth Professional Assurance Company LTD
P	15091995
Caitlin Raymond International Registry
P	4368