TY 2017 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) ROBERT L SWANSON JR...................................................................... DIRECTOR/ASSISTANT CLERK	3.00 ................. 3.00	X	X	0	0	0
(2) WILLIAM B LAWRENCE III...................................................................... DIRECTOR	3.00 ................. 3.00	X		0	0	0
(3) EDA U GEORGE RN P HD...................................................................... DIRECTOR	3.00 ................. 3.00	X		0	0	0
(4) TARA GIBSON...................................................................... DIRECTOR	3.00 ................. 3.00	X		0	0	0
(5) GAIL INFURNA...................................................................... DIRECTOR	3.00 ................. 3.00	X		0	0	0
(6) ROBERT WEINSTEIN MD...................................................................... DIRECTOR	3.00 ................. 3.00	X		25,015	0	0
(7) LAURENCE CONWAY MD...................................................................... DIRECTOR	40.00 ................. 3.00	X		253,963	0	2,540
(8) MEHREEN BUTT...................................................................... DIRECTOR	3.00 ................. 3.00	X		0	0	0
(9) PATRICIA PARCELLIN...................................................................... DIRECTOR	3.00 ................. 3.00	X		0	0	0
(10) PATRICIA CAMPBELL...................................................................... DIRECTOR	3.00 ................. 3.00	X		0	0	0
(11) ALAN G MACDONALD UNTIL 218...................................................................... PRESIDENT & CEO/DIRECTOR	3.00 ................. 40.00	X	X	0	847,993	1,464
(12) JOHN KEENAN...................................................................... SECOND VICE CHAIRMAN/DIREC	3.00 ................. 3.00	X	X	0	0	0
(13) SUSAN GLASSER...................................................................... FIRST VICE CHAIRMAN/DIRECTOR	3.00 ................. 3.00	X	X	0	0	0
(14) PAUL BARDARO...................................................................... TREASURER/DIRECTOR	3.00 ................. 3.00	X	X	0	0	0
(15) K ERICK HENRIKSON MD...................................................................... CLERK/DIRECTOR	3.00 ................. 3.00	X	X	0	0	0
(16) JAMES HERRINGTON...................................................................... CHAIRMAN/DIRECTOR	3.00 ................. 3.00	X	X	0	0	0
(17) SUSAN M SANDBERG AS OF 818...................................................................... PRESIDENT & CEO/DIRECTOR	3.00 ................. 40.00	X	X	0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) SHEILA E PICHETTE........................................................................ ASSISTANT SECRETARY (UNTIL 10/1/17)	40.00 .......................3.00	X			67,882	0	2,022
(19) CHARLES R WHIPPLE ESQ........................................................................ ASSISTANT SECRETARY/GENERAL COUNSEL	3.00 .......................40.00	X			0	514,462	32,334
(20) MICHAEL P CONNELLY........................................................................ CFO/ASSISTANT TREASURER	3.00 .......................40.00	X			0	435,248	9,150
(21) LISA RUSSELL........................................................................ ASSISTANT CLERK	40.00 .......................0.00	X			61,759	0	11,693
(22) KAREN BARBARA CARBONE........................................................................ INTERIM CEO (FEB. '18 TO AUG. '18)	3.00 .......................3.00	X			0	0	0
(23) WILLIAM DOHERTY........................................................................ EXECUTIVE VICE PRES. & COO	3.00 .......................40.00		X		0	550,051	8,918
(24) CAROL A DRESSER........................................................................ VP INFO. SERVICES & CIO	40.00 .......................0.00		X		304,269	0	23,809
(25) NANCY BITTNER........................................................................ VP EDUCATION	40.00 .......................0.00		X		196,272	0	28,356
(26) STEVE SBARDELLA........................................................................ VP MEDICAL AFFAIRS & CMO	3.00 .......................40.00		X		0	434,620	1,399
(27) PAM DUCHENE........................................................................ VP, NURSING & CNO	3.00 .......................40.00		X		0	328,645	16,968
(28) DAVID RYAN........................................................................ VP, HUMAN RESOURCES	3.00 .......................40.00		X		0	295,605	40,333
(29) RYAN FULLER........................................................................ DIRECTOR OF PLANNING	40.00 .......................0.00		X		247,249	0	4,327
(30) THERESA SIEVERS........................................................................ VP QUALITY ASSURANCE	40.00 .......................0.00		X		232,104	0	2,789
(31) CHERYL WARREN........................................................................ INTERGRATION ADMIN.	40.00 .......................0.00		X		225,220	0	40,611
(32) JOHN G GIRAGOS MD........................................................................ PSYCH M.D.	40.00 .......................0.00			X	415,733	0	39,265
(33) CARYL A BEISON........................................................................ PHYSICIAN DIRECTOR	40.00 .......................0.00			X	284,060	0	10,065
(34) JAMES LECH........................................................................ PSYCH M.D.	40.00 .......................0.00			X	290,983	0	4,603
(35) ROBIN VOLANTE........................................................................ DIRECTOR OF SERVICE LINE	40.00 .......................0.00			X	260,834	0	18,524
(36) DANEIL REILLY........................................................................ PSYCH M.D.	40.00 .......................0.00			X	270,737	0	17,760

(A) Name and business address	(B) Description of services	(C) Compensation
CONSIGLI CONSTRUCTION 72 SUMMER STREET MILFORD,MA01757	CONSTRUCTION	11,483,443
SODEXHO INC & AFFILIATES PO BOX 360170 PITTSBURGH,PA152516170	MANAGEMENT/CONSULTING	2,157,772
HOSPITAL MEDICINE ASSOCIATES PO BOX 634850 CINCINATTI,OH45263	PHYSICIAN SERVICES	1,295,121
PRESIDEO NETWORK PO BOX 822169 PHILADELPHIA,PA19182	COMPUTER SERVICES	1,245,544
RESTORIX HEALTH 445 HAMILTON AVE SUITE 800 WHITE PLAINS,NY10601	PHYSICIAN SERVICES	1,159,921
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 59

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization MELROSEWAKEFIELD HEALTHCARE INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization MELROSEWAKEFIELD HEALTHCARE INC		Employer identification number 04-2767880

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization MELROSEWAKEFIELD HEALTHCARE INC			Employer identification number 04-2767880
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	20,872,047	17,977,835	17,182,983	18,180,436	17,542,062
b	Contributions ...	1,163,388	2,117,238	708,411	486,338	803,003
c	Net investment earnings, gains, and losses	1,139,921	1,625,664	1,170,049	-625,822	1,059,927
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	1,275,994	848,690	1,083,608	857,969	1,224,556
f	Administrative expenses ....
g	End of year balance ......	21,899,362	20,872,047	17,977,835	17,182,983	18,180,436

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

72.080 %

Term endowment SchDMd Bullet

27.920 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	4,353,666		4,353,666
b	Buildings ....	176,329,744	154,327,440	22,002,304
c	Leasehold improvements	10,179,858	9,246,917	932,941
d	Equipment ....	218,220,183	180,239,642	37,980,541
e	Other .....	6,718,226	118,981	6,599,245
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				71,868,697

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	21,874,364
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	THE ENDOWMENT FUNDS ARE USED TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IN PROVIDING HEALTHCARE TO THE SURROUNDING COMMUNITIES.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization
MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2019

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 HALLMARK MWH GOLF (event type)	(b) Event #2 HALLMARK LMH GOLF (event type)	(c) Other events 2 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	123,300	96,221	100,293	319,814
2	Less: Contributions . . . .	78,150	62,621	94,968	235,739
3	Gross income (line 1 minus line 2) . . . . . .	45,150	33,600	5,325	84,075

4	Cash prizes . . . . .
5	Noncash prizes . . . .	9,185	7,620	2,215	19,020
6	Rent/facility costs . . . .	19,060	12,825	5,638	37,523
7	Food and beverages . . .	8,550	18,910	3,514	30,974
8	Entertainment . . . .			500	500
9	Other direct expenses . . .	4,953	2,806	5,321	13,080
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				101,097
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-17,022

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2019

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 30100.0000000000 %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .			1,682,114	256,552	1,425,562	0.610 %
b	Medicaid (from Worksheet 3, column a) . . . . .			31,071,421	29,682,215	1,389,206	0.590 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .			32,753,535	29,938,767	2,814,768	1.200 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	122	767,852	8,720,041	3,932,541	4,787,500	2.050 %
f	Health professions education (from Worksheet 5) . . .	16	3,805	12,518,705	9,420,126	3,098,579	1.330 %
g	Subsidized health services (from Worksheet 6) . . . .	2	205	2,480,561	1,778,820	701,741	0.300 %
h	Research (from Worksheet 7) .	4	15,467	290,189	191	289,998	0.120 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	15	6,945	223,442	14,150	209,292	0.090 %
j	Total. Other Benefits . .	159	794,274	24,232,938	15,145,828	9,087,110	3.890 %
k	Total. Add lines 7d and 7j .	159	794,274	56,986,473	45,084,595	11,901,878	5.090 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019

Schedule H (Form 990) 2019

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support	2	375	5,484	5,484	0 %
4	Environmental improvements
5	Leadership development and training for community members	1	34	7,843	7,843	0 %
6	Coalition building	1	1,587	948	948	0 %
7	Community health improvement advocacy	2	6,760	11,352	11,352	0 %
8	Workforce development
9	Other
10	Total	6	8,756	25,627	25,627	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

2,757,188

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

74,100,892

Enter Medicare allowable costs of care relating to payments on line 5.....

80,240,879

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-6,139,987

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2019

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?10Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)					Other (describe)	Facility reporting group
1	MELROSE WAKEFIELD HOSPITAL 585 LEBANON STREET MELROSE,MA02176	X	X	X		A
2	LAWRENCE MEMORIAL HOSPITAL 170 GOVERNORS AVENUE MEDFORD,MA02155	X	X	X		A
3	HALLMARK ONCOLOGY & HEMATOLOGY CENTER 41 MONTVALE AVENUE STONEHAM,MA02180				OUTPATIENT MEDICAL	A
4	CHEM CENTER RADIATION & MRI 48 MONTVALE AVENUE STONEHAM,MA02180				OUTPATIENT MEDICAL	A
5	HALLMARK HEALTH AT 101 MAIN 101 MAIN STREET MEDFORD,MA02155				OUTPATIENT MEDICAL	A
6	HALLMARK OUTPAT DIAGNOSTIC & REHAB 30 NEWCROSSING ROAD READING,MA01867				OUTPATIENT MEDICAL	A
7	HEALTH IMAGE WOMAN'S IMAGING CENTER 830 MAIN STREET MELROSE,MA02176				IMAGING CENTER	A
8	MELROSE-WAKEFILED HOSPITAL REHAB SERVICES 22 COREY STREET MELROSE,MA02176				PT & REHAB SERVICE	A
9	LAWRENCE MEMORIAL HOSPITAL PROGRAM 200 GOVERNORS AVENUE MEDFORD,MA02155				PSYCHIATRIC SERVICE	A
10	COMMUNITY COUNSELING CENTER 178 SAVIN STREET MALDEN,MA02148				OUTPATIENT COUNSELING	A

Schedule H (Form 990) 2019

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 16

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): HTTP:/WWW.MELROSEWAKEFIELD.ORG

Other website (list url): WWW.MELROSEWAKEFIELD.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFITS/

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.MELROSEWAKEFIELD.ORG/IN-THE-COMMUNITY/COMMUNITY-BENEFITS/

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2019

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 150.000000000000%
and FPG family income limit for eligibility for discounted care of 301.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.MELROSEWAKEFIELD.ORG

The FAP application form was widely available on a website (list url):

WWW.MELROSEWAKEFIELD.ORG

A plain language summary of the FAP was widely available on a website (list url):
WWW.MELROSEWAKEFIELD.ORG

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2019

Page 6

Part VFacility Information (continued)

Billing and Collections

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2019

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2019

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
PART V, SECTION B	FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:	- FACILITY 1: MELROSE WAKEFIELD HOSPITAL, - FACILITY 2: LAWRENCE MEMORIAL HOSPITAL, - FACILITY 3: HALLMARK ONCOLOGY & HEMATOLOGY CENTER, - FACILITY 4: CHEM CENTER RADIATION & MRI, - FACILITY 5: HALLMARK HEALTH AT 101 MAIN, - FACILITY 6: HALLMARK OUTPAT DIAGNOSTIC & REHAB, - FACILITY 7: HEALTH IMAGE WOMAN'S IMAGING CENTER, - FACILITY 8: MELROSE-WAKEFILED HOSPITAL REHAB SERVICES, - FACILITY 9: LAWRENCE MEMORIAL HOSPITAL PROGRAM, - FACILITY 10: COMMUNITY COUNSELING CENTER

Schedule H (Form 990) 2019

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?
Name and address		Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2019

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART I, LINE 3C:	IN ADDITION TO THE FEDERAL POVERTY GUIDELINE, MELROSEWAKEFIELD HEALTHCARE, INC. REVIEWS, AMONG OTHER ITEMS, AN INDIVIDUAL'S HOUSEHOLD INCOME, ASSETS, FAMILY SIZE, EXPENSES, MEDICAL NEEDS, CURRENT INSURANCE COVERAGE, CITIZENSHIP AND RESIDENCY WHEN EVALUATING A PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE AS PART OF ITS FINANCIAL ASSISTANCE POLICY. FOR MASSACHUSETTS RESIDENTS, THE APPLICABLE INFORMATION IS SUBMITTED TO THE STATE AS PART OF THE APPLICATION PROCESS FOR PUBLIC PROGRAM ASSISTANCE TO DETERMINE COVERAGE FOR SERVICES PROVIDED TO THE INDIVIDUAL.MASSACHUSETTS RESIDENTS ARE INFORMED, ENCOURAGED AND ASSISTED IN APPLYING FOR STATE SPONSORED HEALTH INSURANCE PLANS THAT MAY RESULT IN FULL COVERAGE PROSPECTIVELY AND IN THE CASE OF MASSHEALTH, RETROACTIVELY. ONCE THE PATIENT HAS BEEN INSURED, FINANCIAL COUNSELORS EVALUATE INDIVIDUAL SITUATIONS FOR POSSIBLE APPLICATION FOR HARDSHIP THROUGH THE HEALTH SAFETY NET. IF APPROVED, HARDSHIP APPLICATIONS MAY COVER SERVICES THAT DATE BACK ONE YEAR FROM THE DATE OF APPLICATION.IF OR WHEN ANY OF THE AFOREMENTIONED MECHANISMS FAIL OR DO NOT OFFER ADEQUATE RELIEF TO THE PATIENT GIVEN HIS/HER INDIVIDUAL NEEDS, THE FINANCIAL ASSISTANCE APPLICATION (FAP) APPLICATION MAY BE COMPLETED; AND IF APPROVED, MAY ALSO OFFER FREE OR DISCOUNTED CARE BASED ON THE INDIVIDUAL'S HOUSEHOLD INCOME, AS DETERMINED BY FEDERAL POVERTY GUIDELINES (FPL); ASSETS, FAMILY SIZE, EXPENSES, MEDICAL NEEDS, AMOUNT OF MEDICAL DEBT, CURRENT INSURANCE COVERAGE, CITIZENSHIP AND MA RESIDENCY. WHEN A FAP DETERMINATION DOES NOT COVER THE FULL AMOUNT OF THE OUTSTANDING BILLS, THE PATIENT WILL BE CONTACTED TO MAKE SUITABLE PAYMENT ARRANGEMENTS.
PART I, LINE 7:	CHARITY CARE COSTS FROM WORKSHEETS 1 & 2 AND UNREIMBURSED MEDICAID FROM WORKSHEET 3 AND HEALTH PROFESSIONS EDUCATION FROM WORKSHEET 5 WERE APPLIED TO ALL PATIENT SEGMENTS. (COST TO CHARGE RATIO).
PART I, QUESTION 6A:	IN ADDITION TO THE FORM 990 SCHEDULE H, MELROSEWAKEFIELD HEALTHCARE ISSUED AN FY 2018 COMMUNITY BENEFITS REPORT TO THE COMMONWEALTH OF MASSACHUSETTS, IN COMPLIANCE WITH THE REQUIREMENTS OF THE MA ATTORNEY GENERAL (THE "MA AGO") FOR REPORTING COMMUNITY BENEFITS. THE COMMUNITY BENEFITS PROCESS AND ACTIVITIES, IS ALSO AVAILABLE ONLINE, WITH THE CHNA AND THE 2017-2019 COMMUNITY BENEFITS IMPLEMENTATION PLAN (CHIP) WHICH ARE ALSO AVAILABLE IN PRINT VERSIONS AT EACH HOSPITAL CAMPUS AND AT OTHER COMMUNITY SITES IN THE SERVICE AREA.MELROSEWAKEFIELD HEALTHCARE, INC. PROMOTES COMMUNITY BENEFITS PROGRAMS THROUGH NEWS RELEASES, CALENDAR POSTINGS, FACEBOOK AND TWITTER MESSAGING, BULLETINS FOR LOCAL HOUSE OF WORSHIP AND SERVICE ORGANIZATIONS, AND LOCAL CABLE ACCESS TELEVISION STATIONS. FLYERS AND POSTCARDS ARE ALSO DISSEMINATED WIDELY IN THE COMMUNITY TO NOTIFY RESIDENTS OF UPCOMING COMMUNITY BENEFITS PROGRAMS AND SERVICES. THE ANNUAL COMMUNITY BENEFITS REPORT IS DISTRIBUTED TO THE MELROSEWAKEFIELD HEALTHCARE, INC. BOARD OF TRUSTEES, LEADERS, LOCAL LEGISLATORS AND COMMUNITY PARTNERS. THE REPORT IS ALSO POSTED ON THE MELROSEWAKEFIELD HEALTHCARE WEBSITE FOR THE GENERAL PUBLIC TO VIEW AND COMMENT.
PART II, COMMUNITY BUILDING ACTIVITIES:	AS PART OF ITS EFFORTS TO IMPROVE THE HEALTH STATUS OF ITS CORE COMMUNITIES, MELROSEWAKEFIELD HEALTHCARE, INC. PARTICIPATES IN A VARIETY OF BROAD-BASED COMMUNITY COALITIONS AND INITIATIVES THAT WORK TOWARDS ADDRESSING THE SPECIFIC AND GENERAL HEALTH NEEDS IN THESE CITIES AND TOWNS. A SAMPLE OF CURRENT ACTIVITIES INCLUDE: THE JOINT COMMITTEE FOR CHILDREN'S HEALTHCARE IN EVERETT; THE MALDEN'S PROMISE COALITION; MEDFORD HEALTH MATTERS; LOCAL COUNCILS ON AGING; THE MELROSE COMMUNITY COALITION; LOCAL SUBSTANCE ABUSE PREVENTION COALITIONS IN MALDEN, MELROSE, MEDFORD, READING, STONEHAM, AND WAKEFIELD; AS WELL AS THE REGIONAL MASSACHUSETTS OPIOID ABUSE PREVENTION COLLABORATE (MOAPC) AND SUBSTANCE ABUSE PREVENTION COLLABORATIVE (SAPC), BOTH PROGRAMS OF THE MYSTIC VALLEY PUBLIC HEALTH COALITION. MELROSEWAKEFIELD HEALTHCARE, INC. ALSO PARTNERS WITH THE NORTH SUBURBAN CHILD AND FAMILY RESOURCE NETWORK, SERVING LYNNFIELD, MELROSE, NORTH READING, READING, STONEHAM, WAKEFIELD, AND WINCHESTER; AND THE MALDEN, EVERETT, AND MEDFORD COORDINATED FAMILY AND COMMUNITY ENGAGEMENT (CFCE) GRANT PROGRAMS FUNDED BY THE MA DEPARTMENT OF EARLY EDUCATION AND CARE; THE TRI-CITY HUNGER NETWORK AND A HOST OF OTHER COMMUNITY-BASED AND GUIDED COALITIONS AND INITIATIVES. A SPECIFIC EXAMPLE OF THIS COMMUNITY BUILDING INCLUDES MELROSEWAKEFIELD HEALTHCARE, INC.'S REPRESENTATION ON THE MELROSE ALLIANCE AGAINST VIOLENCE (MAAV). MAAV IS A NON-PROFIT, COMMUNITY-BASED ORGANIZATION THAT FOCUSES ON OUTREACH, EDUCATION AND COMMUNITY COLLABORATION IN ORDER TO RAISE AWARENESS OF THE PROBLEMS OF DOMESTIC AND SEXUAL ASSAULT VIOLENCE IN MELROSE. WORKING CLOSELY WITH THE MELROSE POLICE DEPARTMENT, THE BOARD OF DIRECTORS OF MAAV INCLUDES A REPRESENTATIVE FROM MELROSEWAKEFIELD HEALTHCARE, INC., AS WELL AS MEMBERS FROM THE MELROSE SCHOOLS, CLERGY, HEALTH DEPARTMENT, AS WELL AS STUDENTS AND COMMUNITY MEMBERS AT LARGE.IN ADDITION, MELROSEWAKEFIELD HEALTHCARE, INC. HAS CONTINUED TO CONVENE A NUMBER OF COMMUNITY OUTREACH TEAMS TO ASSIST WITH THE COLLECTION OF COMMUNITY HEALTH NEED INFORMATION TO OPTIMIZE THE BENEFITS OF COMMUNITY HEALTH EDUCATION AND SCREENINGS. THE TEAMS HAVE SPONSORED EVENTS RANGING FROM INFORMAL (PLANNING HEALTH EVENTS AND SCREENINGS) TO MORE FORMAL PARTICIPATION ON (HEALTHY MELROSE, STONEHAM SUMMER SAFETY DAY, AND THE MOBILE FOOD MARKET IN MALDEN), OFFERING MULTIPLE OPPORTUNITIES TO INTERACT WITH A WIDE RANGE OF COMMUNITY MEMBERS TO FORM TRUSTING RELATIONSHIPS, LISTENING TO THE VOICES OF INDIVIDUAL COMMUNITY MEMBERS, AND FOSTERING THE DEVELOPMENT OF RESILIENCE WITHIN EACH COMMUNITY. AS MELROSEWAKEFIELD HEALTHCARE, INC. BEGINS THE LAST YEAR OF ITS IMPLEMENTATION PLAN FOR 2017-2019, IT CONTINUES TO UTILIZE THE COLLECTIVE KNOWLEDGE OF THE TEAM CAPTAINS. THE TEAM ORGANIZING CHARTER GUIDES THE MEMBERSHIP TOWARD SALIENT ACTIVITIES. RELEVANT HEALTH DATA AND THE IDENTIFIED TARGET POPULATION LISTS ARE PROVIDED TO EACH TEAM CAPTAIN TO ASSIST THEM IN PLANNING PROGRAMS IN THEIR COMMUNITIES. CURRENTLY, THERE ARE SIX (6) COMMUNITY OUTREACH TEAMS NAMED FOR MALDEN/EVERETT, MEDFORD, MELROSE, WAKEFIELD, READING/NORTH READING AND STONEHAM. SAUGUS DID NOT HAVE A TEAM IN 2018, BUT WAS SERVED BY THE MWHC COMMUNITY SERVICE DEPARTMENT. THE TEAMS CONTINUOUSLY SOLICIT INPUT FROM COMMUNITY LEADERS INCLUDING SUPERINTENDENTS OF SCHOOLS, STATE REPRESENTATIVES, BUSINESS LEADERS, FIRE AND POLICE OFFICIALS AND LOCAL HEALTH DEPARTMENTS. MANY EMPLOYEES SERVING ON TEAMS ALSO PARTICIPATE IN OTHER COMMUNITY GROUPS AND CIVIC ORGANIZATIONS. MORE THAN 40 EMPLOYEES, VOLUNTEERS, AND PHYSICIANS WERE INVOLVED IN TEAM-SPONSORED EVENTS IN FISCAL YEAR 2018/TAX YEAR 2017 (FY 2018/TY 2017).THE COMMUNITY TEAM EFFORTS HAVE BEEN ACKNOWLEDGED BY FOUR AREA CHAMBERS OF COMMERCE, OTHER CIVIC ORGANIZATIONS, THE AMERICAN HOSPITAL ASSOCIATION, AND THE MASSACHUSETTS HOSPITAL ASSOCIATION.
PART III, LINE 2:	MELROSEWAKEFIELD HEALTHCARE, INC. DEVELOPED A COST TO CHARGE RATIO AND APPLIED IT TO THE BAD DEBT ACCOUNT CHARGES THAT WERE ACTUALLY WRITTEN OFF.
PART III, LINE 4:	THE FOLLOWING IS FROM THE WELLFORCE, INC. AND CONSOLIDATED AFFILIATES (THE SYSTEM) AUDITED FINANCIAL STATEMENTS, OF WHICH MELROSEWAKEFIELD HEALTHCARE, INC. IS INCLUDED, RELATING TO CHARITY CARE AND BAD DEBT EXPENSE:2018 CHARITY CARE AND COMMUNITY BENEFIT FOOTNOTECHARITY CARE - THE SYSTEM'S COMMITMENT TO COMMUNITY SERVICE IS EVIDENCED BY SERVICES PROVIDED TO THE POOR AND BENEFITS PROVIDED TO THE PATIENTS THAT IT SERVES. THE SYSTEM PROVIDES HEALTH CARE SERVICES TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY. THESE PATIENTS MAY RECEIVE FULL ASSISTANCE OR MAY BE SUBJECT TO PARTIAL LIABILITY BASED ON INCOME AND FAMILY SIZE. BECAUSE THE SYSTEM DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, SUCH AMOUNTS ARE NOT REPORTED AS NET PATIENT SERVICE REVENUE.MELROSEWAKEFIELD HEALTHCARE, INC. PROVIDED CHARITY CARE, BASED ON CHARGES FORGONE AND THE ESTIMATED COST OF THE CHARITY CARE PROVIDED AMOUNTED TO $621K AND $262K, FOR THE YEAR ENDED SEPTEMBER 30, 2018, AND $1,392K AND $605K, FOR THE YEAR ENDED SEPTEMBER 30, 2017, RESPECTIVELY. THE ESTIMATED COST OF CHARITY CARE IS BASED ON THE RELATIONSHIP OF PATIENT CARE SERVICE CHARGES TO THE RELATED COSTS APPLIED TO CHARITY CARE CHARGES RECOGNIZED DURING THE YEAR ENDED SEPTEMBER 30, 2018 AND SEPTEMBER 30, 2017. PROVISION FOR UNCOLLECTIBLE ACCOUNTS - THE PROVISION FOR UNCOLLECTIBLE ACCOUNTS IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF OPERATIONS REFLECTS THE CHARGES AT ESTABLISHED RATES FOR SERVICES PROVIDED TO THOSE INDIVIDUALS WHO DO NOT QUALIFY FOR CHARITY CARE UNDER THE GUIDELINES DESCRIBED ABOVE, BUT WHO ARE OTHERWISE UNABLE OR UNWILLING TO PAY THE SYSTEM. THE PROVISION FOR UNCOLLECTIBLE ACCOUNTS OF APPROXIMATELY $9,368K AND $9,570K, RESPECTIVELY, FOR THE YEAR ENDED SEPTEMBER 30, 2018, AND SEPTEMBER 30, 2017 REPRESENTS CHARGES FOR SERVICES PROVIDED THAT ARE DEEMED TO BE UNCOLLECTIBLE. THE ESTIMATED COST OF PROVIDING THESE SERVICES WAS APPROXIMATELY $3,948K AND $4,164K, RESPECTIVELY, FOR THE YEAR ENDED SEPTEMBER 30, 2018, AND SEPTEMBER 30, 2017. SUCH COSTS HAVE BEEN ESTIMATED BASED ON RATIOS OF EXPENSES TO ESTABLISHED PATIENT SERVICE CHARGES.ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. IN EVALUATING THE COLLECTIBILITY OF ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE PROVISION FOR UNCOLLECTIBLE ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND HISTORIC PAYMENT TRENDS AND RECORDS ESTIMATED CONTRACTUAL ALLOWANCES. THE SYSTEM RECORDS A SIGNIFICANT PROVISION FOR UNCOLLECTIBLE ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILLS FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS.MELROSEWAKEFIELD HEALTHCARE, INC.'S ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FOR ALL PATIENTS INCREASED FROM 26% OF ACCOUNTS RECEIVABLE AS OF SEPTEMBER 30, 2017 TO 30% OF ACCOUNTS RECEIVABLE AS OF SEPTEMBER 30, 2018. IN ADDITION, THE MWHC'S WRITE-OFFS, NET OF RECOVERIES, WERE $7,511K AND $6,900K, RESPECTIVELY, FOR THE YEAR ENDED SEPTEMBER 30, 2018, AND SEPTEMBER 30, 2017. THE CHANGES WERE A RESULT OF MANAGEMENT'S REVIEW OF HISTORICAL TRENDS IN UNCOLLECTIBLE ACCOUNTS AND DETERMINATION OF RESERVES, INCLUDING THE IMPACT OF THE PROVISIONS OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT.THE SYSTEM HAS NOT CHANGED ITS CHARITY CARE OR UNINSURED DISCOUNT POLICIES DURING 2018. THE SYSTEM DOES NOT MAINTAIN A MATERIAL ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS FROM THIRD-PARTY PAYORS, NOR DID IT HAVE SIGNIFICANT BAD DEBT WRITE-OFFS FROM THIRD-PARTY PAYORS.HEALTH SAFETY NET (HSN) - THE COMMONWEALTH OF MASSACHUSETTS (THE "COMMONWEALTH") OPERATES THE HSN, WHICH WAS CREATED BY THE COMMONWEALTH'S HEALTH CARE REFORM ACT TO REPLACE THE STATE'S UNCOMPENSATED CARE POOL. THE HSN ALLOCATES THE COST OF UNCOMPENSATED CARE AMONG THE HOSPITALS IN THE COMMONWEALTH. HOSPITALS HAVE BEEN ASSESSED A UNIFORM ALLOWANCE BASED ON ESTIMATES OF THE STATEWIDE COST OF UNCOMPENSATED CARE AND REIMBURSED FOR A PORTION OF THE COST OF UNCOMPENSATED CARE, SUBJECT TO CERTAIN LIMITATIONS. REIMBURSABLE UNCOMPENSATED CARE INCLUDES NET CHARITY CARE AND CERTAIN UNCOLLECTIBLE ACCOUNTS RELATED TO EMERGENCY SERVICES. HOSPITALS' RECOVERIES FROM THE HSN ARE BASED ON A CLAIMS-BASED PAYMENT METHOD THAT USES MEDICARE PRINCIPLES. REIMBURSEMENT FROM THE HSN FOR UNCOMPENSATED CARE IS RECORDED IN NET PATIENT SERVICE REVENUE IN THE CONSOLIDATED STATEMENT OF OPERATIONS. THE COMMONWEALTH HAS DETERMINED FINAL SETTLEMENTS WITH RESPECT TO THE HSN FOR ALL YEARS PRIOR TO 2014.COMMUNITY BENEFIT - IN FURTHERING ITS CHARITABLE PURPOSE, THE SYSTEM PROVIDES A WIDE VARIETY OF HEALTH CARE SERVICES TO THE COMMUNITY IN ORDER TO PROVIDE ACCESS TO APPROPRIATE CARE FOR POPULATIONS IN NEED. THE SYSTEM HAS DEVELOPED A FORMAL COMMUNITY BENEFIT PLAN THAT RESPONDS TO THE COMPREHENSIVE ASSESSMENT OF HEALTH CARE NEEDS IN THE COMMUNITY. THE COMMUNITY BENEFIT PLAN SUPPORTS SERVICES THAT TARGET NOT ONLY THE GENERAL POPULATION IN THE SYSTEM'S SERVICE AREA, BUT ALSO PARTICULAR POPULATIONS WITH SPECIAL HEALTH CARE NEEDS, INCLUDING THE POOR, ELDERLY, CHILDREN, AND MINORITY POPULATIONS. SUPPORTED SERVICES INCLUDE VARIOUS CLINICS, HEALTH SCREENING PROGRAMS, HEALTH EDUCATION PROGRAMS, AND SUPPORT GROUPS OPERATED IN THE SYSTEM'S SERVICE AREA. THE SYSTEM WORKS ACTIVELY WITH OTHER AREA SERVICE PROVIDERS TO FACILITATE THE DEVELOPMENT OF AN EFFECTIVE COMMUNITY HEALTH NETWORK. THE SYSTEM ALSO PARTICIPATES IN ACTIVITIES DESIGNED TO FOSTER AND ENHANCE THE ECONOMIC AND CIVIC ENVIRONMENT OF ITS SERVICE AREAS.TOTAL MELROSEWAKEFIELD HEALTHCARE, INC. UNCOMPENSATED CARE FOR THE YEARS ENDED SEPTEMBER 30, 2018 AND 2017, WAS AS FOLLOWS: PROVISION FOR CHARITY CARE (AT COST)$262,000 (2018) ; $616,091 (2017)PROVISIONS FOR BAD DEBTS (AT COST)$3,948,000 (2018) ; $4,003,662 (2017)HSN (ASSESSMENTS NET OF REIMBURSEMENT)$1,365,000 (2018) ; $1,958,499 (2017)TOTAL UNCOMPENSATED CARE$5,575,000 (2018) ; $6,578,252 (2017)
PART III, LINE 8:	THE MEDICARE ALLOWABLE COSTS ON LINE 6 WAS DETERMINED BY USING INFORMATION FROM THE MEDICARE COST REPORT. IT IS MELROSEWAKEFIELD HEALTHCARE, INC.'S POLICY TO EXCLUDE ANY MEDICARE SHORTFALL FROM THE COMMUNITY BENEFIT INFORMATION.
PART III, LINE 9B:	POLICY - IT IS MELROSEWAKEFIELD HEALTHCARE, INC.'S POLICY TO EXEMPT CERTAIN INDIVIDUALS AND PATIENT POPULATIONS WHO ARE ENROLLED IN MASSHEALTH, CERTAIN OTHER GOVERNMENT BENEFIT PROGRAMS AND FINANCIAL ASSISTANCE PROGRAMS FROM ANY COLLECTION OR BILLING PROCEDURES, SUBJECT TO ALLOWABLE EXCEPTIONS, PURSUANT TO MASSACHUSETTS STATE REGULATIONS AND POLICIES.
PART VI, LINE 2:	MELROSEWAKEFIELD HEALTHCARE, INC. IS A NOT-FOR-PROFIT HOSPITAL THAT OPERATES TO FURTHER THE IMPROVEMENT OF THE HEALTH STATUS OF THE COMMUNITIES THAT WE SERVE THROUGH THE DELIVERY OF HEALTHCARE SERVICES AND EDUCATION. THIS EFFORT IS ACHIEVED BY:-RE-INVESTING SURPLUS FUNDS BACK INTO COMMUNITIES THROUGH PROGRAMS AND SERVICES.-MAKING SURE THAT CARE IS AVAILABLE TO EVERYONE REGARDLESS OF THE ABILITY TO PAY.-USING COMPASSION AS A CORNERSTONE IN IMPROVING THE HEALTH OF OUR COMMUNITIES.-ATTENDING TO THE NEEDS OF PATIENTS AND THEIR FAMILY MEMBERS BY ADDRESSING THE NEEDS OF THE WHOLE PERSON NOT JUST AS A DISEASE OR A DIAGNOSIS.-PROVIDING A RANGE OF SPECIAL BENEFITS TO THE COMMUNITY, SUCH AS PROGRAMS TO MANAGE CARE FOR PERSONS WITH CHRONIC DISEASES, HEALTH EDUCATION AND DISEASE PREVENTION INITIATIVES, OUTREACH FOR THE ELDERLY, AND CARE FOR PERSONS WHO ARE POOR OR UNINSURED.IN COMPLIANCE WITH IRS GUIDELINES, AN 18 MONTH-LONG PROCESS TO DEVELOP A FORMAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS COMPLETED BY HALLMARK HEALTH IN AUGUST 2016, IN COLLABORATION WITH THE INSTITUTE FOR COMMUNITY HEALTH (ICH), A NON-PROFIT ORGANIZATION RECOGNIZED FOR COMMUNITY-BASED PARTICIPATORY RESEARCH, ASSESSMENT, AND DISSEMINATION. THIS PROCESS INCLUDED A REVIEW OF REPUTABLE PUBLIC HEALTH, SOCIO-ECONOMIC, AND FOUNDATION DATA; INPUT FROM THE MELROSEWAKEFIELD HEALTHCARE COMMUNITY BENEFITS ADVISORY COUNCIL, COMMUNITY OUTREACH TEAMS, PATIENT/FAMILY ADVISORY COUNCIL, LOCAL COMMUNITY COALITIONS, COMMUNITY RESIDENTS, AND THE COMMUNITY HEALTH NETWORK AREAS MEMBERSHIP. STAKEHOLDER INTERVIEWS AND COMMUNITY FORUMS WERE ALSO COMPLETED. REFLECTING IRS REQUIREMENTS, AND TO FOSTER TRANSPARENCY, THE ENTIRE CHNA AND PRIOR CHNA AS WELL AS AN EXECUTIVE SUMMARY OF THE FINDINGS ARE POSTED ON THE MWHC WEBSITE AND IN PRINTED VERSIONS AT EACH HOSPITAL CAMPUS AND OTHER KEY EASILY ACCESSIBLE LOCATIONS IN THE CATCHMENT AREA. THE COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) FOR 2017-2019 IS ALSO POSTED ON MWHC'S WEBSITE. FROM THE FOURTH QUARTER OF FISCAL 2017 AND INTO THE FIRST QUARTER OF FISCAL 2018, IT BECAME APPARENT THAT DUE TO SIGNIFICANT FINANCIAL CHALLENGES FACING THE ORGANIZATION, THE COMMUNITY BENEFITS EXPECTED TO BE DELIVERED TO THE COMMUNITY WOULD NEED TO BE REDUCED. IN FISCAL 2018, THE CHIP WAS AMENDED TO REFLECT THE CHANGES. THE CHANGES ARE POSTED ON THE HEALTH SYSTEMS' WEBSITE.ONGOING MONITORING OF THE CHNA AND ITS IDENTIFIED HEALTH PRIORITIES IS THE RESPONSIBILITY OF THE COMMUNITY BENEFITS ADVISORY COUNCIL (CBAC). AS OF THE END OF FY 2018/TY 2017, THE MWHC COUNCIL INCLUDED: A TRUSTEE OF MELROSEWAKEFIELD HEALTHCARE; SYSTEM VICE PRESIDENT OF HOME CARE & COMMUNITY PROGRAMS; EXECUTIVE VICE PRESIDENT & CHIEF LEGAL OFFICER; CHIEF MARKETING OFFICER; TWO MWHC EMPLOYED PHYSICIANS; FISCAL CONTROLLER; EXECUTIVE DIRECTOR OF THE CANCER CENTER; DIRECTOR OF CLINICAL SERVICES; DIRECTOR, COMMUNITY SERVICES; MANAGER, CASE MANAGEMENT; MANAGER, CENTRAL SCHEDULING, INSURANCE COORDINATION, AND INTERPRETER SERVICES; MANAGER, COMMUNITY BENEFITS AND OPERATIONS; AND 12 COMMUNITY REPRESENTATIVES. THE CBAC PROVIDES OVERSIGHT FOR THE CHNA, AND DEFINES THE PROCESS FOR RECOGNIZING CURRENT AND EMERGING HEALTH NEEDS IN THE COMMUNITY, AS WELL AS DEVELOPING A MULTI-YEAR COMMUNITY HEALTH IMPLEMENTATION/IMPROVEMENT PLAN (CHIP) TO RESPOND TO THESE NEEDS. THE CBAC MEETS SIX TIMES PER YEAR TO ENSURE COMPLIANCE WITH THE CHIP, REVIEW PROGRAM OUTCOMES, DISCUSS IMPORTANT COMMUNITY HEALTH ISSUES, AND OFFER RECOMMENDATIONS TO THE BOARD OF TRUSTEES RELATED TO COMMUNITY HEALTH NEEDS AND DISPARITIES. THE COUNCIL IS ALSO AVAILABLE ON-LINE TO ADDRESS ANY ISSUES THAT MIGHT ARISE BETWEEN SCHEDULED MEETING TIMES. THE CBAC APPROVES ANY AND ALL AMENDMENTS TO THE CHIP RESULTING FROM EMERGING HEALTH ISSUES OR UNPLANNED CHANGES IN CAPACITY. IT ALSO ENGAGES NEW MEMBERS FROM THE COMMUNITIES SERVED TO JOIN THE GROUP, PRIORITIZING CANDIDATES WHO CAN ASSIST THE CBAC AND MWHC TO BETTER UNDERSTAND COMMUNITY HEALTH NEEDS AND BARRIERS TO ACCESS. IN FY 2018, THE MELROSEWAKEFIELD COMMUNITY BENEFITS ADVISORY COUNCIL ADDED SEVEN NEW MEMBERS TO MEET CURRENT ENGAGEMENT STANDARDS SET BY THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH AND ATTORNEY GENERAL'S OFFICE. THE COUNCIL IS COMPRISED OF 25 MEMBERS. THE COUNCIL REPORTS TO THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES AND THE FULL BOARD IS RESPONSIBLE FOR FINAL APPROVAL ON THE CHNA, CHIP, AND OTHER MATTERS OF IMPORTANCE SUCH AS REVIEWING COUNCIL RECOMMENDATIONS FOR SIGNIFICANT AMENDMENTS TO THE COMMUNITY HEALTH IMPLEMENTATION/IMPROVEMENT PLAN.MELROSEWAKEFIELD HEALTHCARE, INC. ALSO ACTIVELY PARTICIPATES WITH THE COMMUNITY THROUGH ITS COMMUNITY OUTREACH TEAMS, SOLICITING INPUT FROM KEY COMMUNITY LEADERS, INCLUDING SUPERINTENDENTS OF SCHOOLS, STATE REPRESENTATIVES, BUSINESS LEADERS, FIRE AND POLICE PERSONNEL AND LOCAL HEALTH DEPARTMENTS. ADDITIONAL APPROACHES INCLUDE WORK AS MEMBERS OF COMMUNITY COALITIONS AND WITH THE COMMUNITY HEALTH NETWORK AREAS (CHNA 15 AND 16) DESIGNATED BY THE MA DEPARTMENT OF PUBLIC HEALTH. THESE STRATEGIES HAVE PROVEN EFFECTIVE IN GAINING VITAL PERSPECTIVE AROUND THE HEALTH NEEDS OF LOCAL RESIDENTS, AND IN TAILORING OUTREACH MESSAGES AND PROGRAMMING BASED ON WHAT CONSTITUENCIES AND COMMUNITIES VALUE MOST.(COMMUNITY TEAMS FUNCTIONS ARE FURTHER EXPLAINED IN THE DESCRIPTION OF COMMUNITY ACTIVITIES IN PART II.)ANOTHER WAY THAT MELROSEWAKEFIELD HEALTHCARE, INC. ASSESSED NEEDS WITHIN THE COMMUNITY IS THROUGH THE PATIENT/FAMILY ADVISORY COUNCIL (PFAC). THIS COUNCIL WAS FORMED TO OBTAIN FEEDBACK AND IDEAS FROM COMMUNITY MEMBERS ON HOW THE HOSPITALS CAN BE MORE RECEPTIVE TO THE UNIQUE NEEDS OF COMMUNITY RESIDENTS, ESPECIALLY THOSE OF DIVERSE BACKGROUNDS, AND TO PROMOTE THE HIGHEST QUALITY OF PATIENT-CENTERED SERVICES BY FOSTERING A STRONG PARTNERSHIP THROUGH OUTREACH ACTIVITIES WITH COMMUNITY RESIDENTS. THE COUNCIL OFTEN ASSISTS MELROSEWAKEFIELD HEALTHCARE, INC. STAFF BY PROVIDING INPUT INTO THE PLANNING OF FUTURE COMMUNITY ACTIVITIES AND INITIATIVES.AS PART OF ITS EFFORTS TO IMPROVE HEALTH STATUS IN THE CATCHMENT AREA, MELROSEWAKEFIELD HEALTHCARE, INC. ALSO PARTICIPATED IN A VARIETY OF BROAD-BASED COMMUNITY COALITIONS AND INITIATIVES THAT WORK TOWARDS ADDRESSING THE SPECIFIC AND GENERAL HEALTH NEEDS IN THESE CITIES AND TOWNS. A SAMPLE OF THESE MEMBERSHIPS INCLUDE: LOCAL COUNCILS ON AGING; THE MIDDLESEX COUNTY DISTRICT ATTORNEY'S OPIOID TASK FORCE, THE CARE COLLABORATIVE TO SUPPORT PROVIDERS TREATING PREGNANT AND POSTNATAL WOMEN WITH SUBSTANCE USE DISORDERS AND THEIR INFANTS; THE SAFE BABY/SAFE KIDS TASK FORCE THROUGH THE MIDDLESEX COUNTY DISTRICT ATTORNEY'S OFFICE; MEDFORD HEALTH MATTERS; TRI-CITY HUNGER NETWORK; THE CHINESE CULTURE CONNECTION; SUBSTANCE ABUSE PREVENTION COALITIONS IN MALDEN, MELROSE, MEDFORD, WAKEFIELD, AND STONEHAM; THE MALDEN'S PROMISE COALITION, MA DEPARTMENT OF PUBLIC HEALTH IN MASS IN MOTION PROGRAMS IN MELROSE-WAKEFIELD, MALDEN, AND EVERETT; AND THE MELROSE, STONEHAM, AND WAKEFIELD ALLIANCES AGAINST VIOLENCE. ONE CENTRAL FOCUS OF MELROSEWAKEFIELD HEALTHCARE, INC.'S COMMUNITY BENEFITS GROUPS AND LOCAL LEADERS, INCLUDES ENHANCING RELATIONSHIPS WITH FAITH-BASED AND GRASSROOTS ORGANIZATIONS. SUCH RELATIONSHIPS PROVIDE INSIGHT INTO HOW THESE GROUPS VIEW MELROSEWAKEFIELD HEALTHCARE, INC.'S ROLE IN THEIR COMMUNITY, HOW OUR SYSTEM CAN IMPROVE THE WAYS WE SERVE DIVERSE RESIDENTS, AND HOW THE SYSTEM SHOULD STRENGTHEN COLLABORATION TO BEST MEET DIVERGENT HEALTH NEEDS.
PART VI, LINE 3:	MASSACHUSETTS HOSPITALS AND MELROSEWAKEFIELD HEALTHCARE, INC. PROVIDE PATIENTS WITH INFORMATION ABOUT FINANCIAL ASSISTANCE PROGRAMS THROUGH THE COMMONWEALTH OF MASSACHUSETTS OR THROUGH THE HOSPITAL'S OWN FINANCIAL ASSISTANCE PROGRAM AS OUTLINED IN THE FINANCIAL ASSISTANCE POLICY AND THE CREDIT AND COLLECTION POLICY OF MELROSEWAKEFIELD HEALTHCARE, INC. AND AT THE MELROSEWAKEFIELD HEALTHCARE, INC. WEBSITE HTTP://WWW.MELROSEWAKEFIELD.ORG. FOR THOSE PATIENTS THAT REQUEST SUCH ASSISTANCE, MELROSEWAKEFIELD HEALTHCARE, INC.'S CERTIFIED FINANCIAL COUNSELORS ASSIST PATIENTS BY SCREENING THEM FOR ELIGIBILITY IN AVAILABLE PUBLIC ASSISTANCE PROGRAMS OR THE MELROSEWAKEFIELD HEALTHCARE, INC.'S FINANCIAL ASSISTANCE PROGRAM. IN FY 2018 MWHC FINANCIAL COUNSELORS HAD A COMBINED TOTAL OF 9,584 ENCOUNTERS WITH COMMUNITY MEMBERS AND COMPLETED A COMBINED TOTAL OF 1,789 APPLICATIONS FOR INDIVIDUALS IN THE STATE HEALTH PROGRAMS SUCH AS MASSHEALTH AND HEALTH CONNECTOR PLANS. THE MASSHEALTH APPLICATIONS WERE DETERMINED TO BE ELIGIBLE FOR A VARIETY OF CATEGORIES SUCH AS: STANDARD, CAREPLUS, COMMONHEALTH, FAMILY ASSISTANCE, LIMITED, CHILDREN'S MEDICAL SECURITY PLAN, PREMIUM ASSISTANCE, BUY-IN, AND HEALTH SAFETY NET. ADDITIONALLY, LONG TERM CARE AS WELL AS HARDSHIP APPLICATIONS WERE COMPLETED. IN THE HEALTH CONNECTOR PLANS, WHICH ARE MAINLY DETERMINED BASED ON THE HOUSEHOLD INCOME, THE APPLICATIONS RESULTED IN APPROVALS FOR CONNECTOR CARE PLANS (1, 2A, 2B, 3A AND 3B) AS WELL AS UNSUBSIDIZED HEALTH CONNECTOR PLANS DIFFERENTIATED BY METALLIC TIERS (BRONZE, SILVER, GOLD AND PLATINUM). ADDITIONAL INTERACTIONS, WHICH ARE NOT QUANTIFIED ABOVE, INCLUDED APPLICATIONS FOR MEDICARE PART D AND EXTRA HELP. OTHER FORMS OF COUNSELING INCLUDED EDUCATION FOR RISING MEDICARE ELIGIBLE COMMUNITY MEMBERS TO HELP THEM UNDERSTAND THEIR RIGHTS AND BENEFITS AND TO MEET DEADLINES THAT WOULD OTHERWISE LEAVE THEM UNINSURED AT CRITICAL TIMES. COUNSELORS ALSO PLAYED A VITAL ROLE IN HELPING PATIENTS UNDERSTAND AND DIFFERENTIATE BETWEEN TRADITIONAL MEDICARE AND ADVANTAGE PLANS. CONSEQUENTLY, COUNSELORS ALSO DABBLED IN MEDICARE SUPPLEMENTAL INSURANCES FOR THOSE UNWILLING TO APPLY OR UNABLE TO QUALIFY FOR MASSHEALTH BENEFITS.SERVICES PROVIDED BY FINANCIAL COUNSELORS INCLUDED CONTACTING DOCTORS TO COMPLETE FORMS THAT WERE NEEDED TO PROVIDE EMERGENCY MEDICATION OR FREE MEDICINE FROM MANUFACTURERS, ADVOCATING WITH INSURANCE COMPANIES ON THEIR BEHALF, HELPING THEM SETTLE BILLS OR SETTING UP PAYMENT PLANS, CONTACTING OTHER PROVIDERS AND ADVOCATING FOR A REDUCTION OR WRITE OFF OF CHARGES, HELPING THEM SORT THROUGH REAMS OF DOCUMENTS TO HELP THEM PROVIDE REQUIRED DOCUMENTATION FOR INSURANCE OR UTILITY DISCOUNTS.MELROSEWAKEFIELD HEALTHCARE, INC. HAS NO ROLE IN SPECIFICALLY DETERMINING THE ELIGIBILITY FOR ENROLLMENT IN A PUBLIC ASSISTANCE PROGRAM, BUT AT THE PATIENT'S REQUEST MAY TAKE A DIRECT ROLE IN APPEALING OR SEEKING INFORMATION RELATED TO THE COVERAGE DECISION.MELROSEWAKEFIELD HEALTHCARE, INC. PROVIDES ALL INDIVIDUALS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING A PATIENT'S INITIAL IN-PERSON PRE-REGISTRATION AT A HOSPITAL LOCATION FOR NON-EMERGENCY SERVICES, BY PHONE CALL OR IN-PERSON INTERVIEWS ONCE A PATIENT IS ADMITTED TO THE HOSPITAL FROM THE EMERGENCY ROOM OR DISCHARGED FROM THE EMERGENCY ROOM, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.IN ADDITION, MELROSEWAKEFIELD HEALTHCARE, INC. ALSO POSTS GENERAL NOTICES AND BUSINESS CARDS OF CERTIFIED FINANCIAL COUNSELORS AT SERVICE DELIVERY AREAS WHERE THERE IS A REGISTRATION OR CHECK-IN AREA, INCLUDING BUT NOT LIMITED TO, INPATIENT, OUTPATIENT, EMERGENCY DEPARTMENTS, AND IN THE GENERAL BUSINESS OFFICE AREAS THAT ARE CUSTOMARILY USED BY PATIENTS (E.G. ADMISSIONS AND REGISTRATION AREAS OR PATIENT FINANCIAL SERVICE OFFICES THAT ARE ACTIVELY OPEN TO THE PUBLIC). THE GENERAL NOTICE INFORMS THE PATIENT AND/OR VISITOR OF THE AVAILABILITY OF THE VARIOUS PUBLIC ASSISTANCE PAYMENT PROGRAMS AS WELL AS THE LOCATION(S) WITHIN THE HOSPITAL AND PHONE NUMBERS TO CALL TO SCHEDULE AN APPOINTMENT WITH THE CERTIFIED FINANCIAL COUNSELORS. WHEN COMMUNICATING WITH PATIENTS REGARDING FINANCIAL ASSISTANCE, ESPECIALLY DURING SCHEDULED INTERVIEWS, OR ON THE TELEPHONE, MELROSEWAKEFIELD HEALTHCARE, INC. ATTEMPTS TO DO SO IN THE PRIMARY LANGUAGE OF THE PATIENT OR HIS/HER FAMILY, IF REASONABLY POSSIBLE, AND IN A MANNER CONSISTENT WITH ALL APPLICABLE FEDERAL AND STATE LAWS AND REGULATIONS. ADDITIONALLY, THE FAP IS DISTRIBUTED IN MULTIPLE LANGUAGES AT NON-TRADITIONAL LOCATIONS SUCH AS THE MOBILE FOOD MARKET AND FAMILY NETWORKS IN OUR SERVICE AREA. THE FAP IS AVAILABLE ON THE MELROSEWAKEFIELD HEALTHCARE, INC. WEBSITE WHICH ALSO OFFERS A TRANSLATION FEATURE TO ACCOMMODATE VISITS.WHEN LANGUAGE IS AN ISSUE THAT IMPEDES PROPER UNDERSTANDING OF THE APPLICATION PROCESS FOR HEALTH INSURANCE OR ADDITIONAL FINANCIAL ASSISTANCE, FINANCIAL COUNSELORS USE THE LANGUAGE LINE, A TRANSLATION SERVICE, TO ENSURE THAT THE PATIENT UNDERSTANDS ALL ASPECTS OF THE PROCESS IN HIS/HER NATIVE LANGUAGE. THIS IS OF SPECIAL IMPORTANCE AS APPROVALS FOR SOME CATEGORIES REQUIRE THE PATIENT TO CHOOSE A PLAN OR MAKE A PAYMENT AFTER THE INITIAL ENCOUNTER WITH THE FINANCIAL COUNSELOR.
PART VI, LINE 4:	MELROSEWAKEFIELD HEALTHCARE, INC. IS A COMMUNITY HOSPITAL SYSTEM, LOCATED ON TWO HOSPITAL CAMPUSES APPROXIMATELY TEN (10) MILES NORTH OF BOSTON, MASSACHUSETTS. MELROSEWAKEFIELD HEALTHCARE, INC.'S OVERALL SERVICE AREA IS PRIMARILY WITHIN MIDDLESEX COUNTY, WITH SOME SLIGHT OVERLAP INTO ESSEX AND SUFFOLK COUNTIES.THE MELROSEWAKEFIELD HEALTHCARE, INC. COMMUNITY BENEFIT CATCHMENT AREA (AS DEFINED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS) INCLUDES THE SIX CORE COMMUNITIES OF MALDEN, MEDFORD, MELROSE, READING, STONEHAM, AND WAKEFIELD, AND THREE ADDITIONAL COMMUNITIES OF EVERETT, NORTH READING, AND SAUGUS (HEREAFTER REFERRED TO AS "MELROSEWAKEFIELD HEALTHCARE, INC. CB"). THESE COMMUNITIES WERE SELECTED AND APPROVED BY LEADERSHIP BASED ON AN ASSESSMENT OF COMMUNITIES FROM WHICH MELROSEWAKEFIELD HEALTHCARE, INC. DRAWS ITS PATIENT POPULATION, COMMUNITIES WHERE MELROSEWAKEFIELD HEALTHCARE, INC. HAS AN EXISTING PHYSICAL OR PROGRAM PRESENCE, AS WELL AS LONG-STANDING RELATIONSHIPS WITH COMMUNITY STAKEHOLDERS OR ORGANIZATIONS. ADDITIONAL COMMUNITIES ARE SERVED BY THE HOSPITAL'S COMMUNITY-BASED PROGRAMS THAT ARE PROXIMATE TO THE CATCHMENT AREA. FOR EXAMPLE, THE NORTH SUBURBAN WOMEN, INFANTS, AND CHILDREN (WIC) PROGRAM SERVES THE TOWNS OF BURLINGTON, WILMINGTON, WINCHESTER, AND WOBURN IN ADDITION TO EIGHT OTHER CATCHMENT AREA CITIES AND TOWNS, AND THE NORTH SUBURBAN CHILD AND FAMILY RESOURCE NETWORK SERVES LYNNFIELD AND WINCHESTER, IN ADDITION TO SIX OTHER CATCHMENT AREA COMMUNITIES. FOR PURPOSES OF MONITORING LANGUAGE NEEDS AND THE HOSPITAL'S INTERPRETER SERVICES PROGRAM, THE MA DEPARTMENT OF PUBLIC HEALTH DEFINES A 12-COMMUNITY ASSESSMENT AREA FOR REVIEW, CONSISTING OF THE NINE CATCHMENT AREA CITIES AND TOWNS, PLUS THE ADDITION OF THE COMMUNITIES OF REVERE, LYNNFIELD, AND WINTHROP, REFLECTING THEIR RELATIVE UTILIZATION OF EMERGENCY DEPARTMENT AND INPATIENT SERVICES OF THEIR POPULATIONS.THE FOLLOWING STATISTICAL AND DEMOGRAPHIC PROFILE OF THE CATCHMENT AREA IS EXCERPTED FROM THE COMPREHENSIVE MELROSEWAKEFIELD HEALTHCARE, INC. FY 2016 COMMUNITY HEALTH NEEDS ASSESSMENT:POPULATION SIZE AND DENSITYTHE MELROSEWAKEFIELD HEALTHCARE, INC. COMMUNITY BENEFITS (CB) NINE-COMMUNITY CATCHMENT OR SERVICE AREA COVERS 71.7 SQUARE MILES, WITH A TOTAL POPULATION OF 302,797. SIZE AND POPULATION DENSITY VARY BY COMMUNITY, WITH MALDEN AND MEDFORD HAVING THE LARGEST POPULATION AT 60,309 AND 56,981 RESPECTIVELY, AND NORTH READING THE SMALLEST, AT 15,249. MALDEN IS THE MOST DENSELY POPULATED COMMUNITY AT 11,788 PEOPLE PER SQUARE MILE, AND NORTH READING IS THE LEAST DENSELY POPULATED AT 1,103 PEOPLE PER SQUARE MILE.RACE/ETHNICITY & FOREIGN-BORN RESIDENTSCOMPARED TO MASSACHUSETTS AS A WHOLE, THE AREA HAS A SMALLER HISPANIC POPULATION (8 PERCENT, COMPARED TO 10 PERCENT IN MA); A LARGER POPULATION OF ASIANS (9 PERCENT VS. 6 PERCENT) AND SLIGHTLY LARGER POPULATION OF BLACK/AFRICAN-AMERICANS (7 PERCENT VS. 6 PERCENT); A LARGER FOREIGN-BORN POPULATION (23 PERCENT COMPARED TO 15 PERCENT); AND A POPULATION IN WHICH FEWER PEOPLE SPEAK ENGLISH AT HOME (71 PERCENT COMPARED TO 78 PERCENT). MALDEN HAS A SLIGHTLY HIGHER PROPORTION OF THE POPULATION IDENTIFYING AS ASIAN OR BLACK/AFRICAN-AMERICAN AND A SLIGHTLY LOWER POPULATION IDENTIFYING AS HISPANIC COMPARED TO MASSACHUSETTS AS A WHOLE. HOWEVER, BREAKING IT DOWN BY COMMUNITY, MORE VARIATION IS OBSERVED. WAKEFIELD AND STONEHAM BOTH HAVE VERY HIGH PROPORTIONS IDENTIFYING AS WHITE (NON-HISPANIC): 93% AND 92%, RESPECTIVELY, COMPARED TO A STATE WIDE RATE OF 75%. MALDEN HAS THE HIGHEST RATE OF PEOPLE DESCRIBING THEMSELVES AS ASIAN (24%, COMPARED TO A MA RATE OF 6%), AND EVERETT HAS THE HIGHEST RATES OF PEOPLE IDENTIFYING AS HISPANIC (21%, VERSUS THE MA RATE OF 10%) AND BLACK/AFRICAN-AMERICAN (16%, VERSUS A MA RATE OF 6%).THE MELROSEWAKEFIELD HEALTHCARE, INC. CB SERVICE AREA ALSO HAS A HIGHER POPULATION OF FOREIGN-BORN RESIDENTS COMPARED TO THE STATE OF MASSACHUSETTS AS A WHOLE: 23% COMPARED TO 15% STATEWIDE. WITHIN THE SERVICE AREA, THE RATES VARY FROM A HIGH OF 42% IN MALDEN TO A LOW OF 7% IN WAKEFIELD.LANGUAGEBASED ON CENSUS DATA, THE MOST COMMON LANGUAGES SPOKEN IN THE CATCHMENT AREA, BESIDES ENGLISH, INCLUDE SPANISH, PORTUGUESE, CHINESE (MANDARIN AND CANTONESE DIALECTS), ARABIC, AND VIETNAMESE. IN MANY CASES, A MAJORITY OF THE SPEAKERS OF MANY OF THE MOST COMMON LANGUAGES ALSO REPORT THEIR SPOKEN ENGLISH PROFICIENCY AS "LESS THAN VERY WELL," INCLUDING PORTUGUESE (54.33%), FRENCH CREOLE (50.29%), CHINESE (68.27%), VIETNAMESE (56.64%), CAMBODIAN (60.22%) AND ARABIC (62.20%). OTHER LESS PREVALENT BUT BECOMING INCREASINGLY MORE COMMON LANGUAGES WITHIN THE CATCHMENT AREA INCLUDE HAITIAN CREOLE, FRENCH, ITALIAN, URDU, KHMER-CAMBODIAN, RUSSIAN, SERBO-CROATIAN, AND VARIOUS AFRICAN DIALECTS.IN FY 2018/TY 2017, MELROSEWAKEFIELD HEALTHCARE, INC. FINANCIAL COUNSELORS PROVIDED 9,584 INTERACTIONS WITH COMMUNITY MEMBERS AND COMPLETED 1,789 APPLICATIONS FOR INDIVIDUALS IN THE STATE HEALH PROGRAMS. CONTRACTS WITH A SERVICE PROVIDER FOR A VARIETY OF LANGUAGE INTERPRETERS AND ALSO WITH THE MASSACHUSETTS COMMISSION FOR THE DEAF AND HARD OF HEARING FOR AMERICAN SIGN LANGUAGE INTERPRETERS (ASL). IN ADDITION, LANGUAGE LINE TELEPHONE INTERPRETER SERVICES ARE AVAILABLE FOR RARELY ENCOUNTERED LANGUAGES OR WHEN TIMELY IN-PERSON INTERPRETER SERVICES CANNOT BE ACCESSED, SUCH AS DURING EMERGENCIES. MELROSEWAKEFIELD HEALTHCARE, INC. ALSO HAS VIDEO REMOTE INTERPRETING AVAILABLE IN NINETEEN LANGUAGES AT BOTH HOSPITAL CAMPUSES, AND SOME OFFSITE LOCATIONS. THERE IS 24/7 COVERAGE FOR BOTH SPANISH AND AMERICAN SIGN LANGUAGE, WITH THE ADDITIONAL LANGUAGES AVAILABLE MONDAY THRU FRIDAY FROM 8AM-11PM. THE SERVICE ALSO ALLOWS US TO CONNECT WITH AN OVER THE PHONE INTERPRETING VENDOR WHEN THE LANGUAGE NEEDED IS NOT AVAILABLE IN VIDEO FORMAT.AGE & BIRTH RATESCOMPARED TO MASSACHUSETTS, MEDFORD, MELROSE, SAUGUS, STONEHAM AND WAKEFIELD ALL HAVE LARGER ELDERLY POPULATIONS. EVERETT, NORTH READING AND READING HAVE LARGER POPULATIONS OF CHILDREN, AND THE AGE DISTRIBUTION IN MALDEN IS COMPARABLE TO THE STATE.LOOKING AT THE MWHC CB CATCHMENT AREA AS A WHOLE, THE BIRTH RATE IS HIGHER THAN IN THE STATE FOR WOMEN AGES 30 TO 44 (74.3 BIRTHS PER 1,000 WOMEN VS. 58.4 BIRTHS PER 1,000 WOMEN STATEWIDE) IN MALDEN, MEDFORD, MELROSE, READING, STONEHAM, AND WAKEFIELD. EVERETT, MALDEN, NORTH READING, READING, SAUGUS, AND STONEHAM ALL HAVE HIGHER BIRTH RATES THAN IN THE STATE FOR WOMEN AGES 20 TO 29, AND MALDEN, MEDFORD, MELROSE, READING, STONEHAM, AND WAKEFIELD HAVE HIGHER BIRTH RATES FOR WOMEN AGES 30 TO 44.INCOME, POVERTY & CRIMETHE MEDIAN HOUSEHOLD INCOME LEVELS IN THE MWHC CB CATCHMENT AREA RANGE FROM $51,056 IN EVERETT TO $112,419 IN NORTH READING, COMPARED TO A STATE MEDIAN INCOME LEVEL OF $67,846.IN THE CB SERVICE AREA AS A WHOLE, OVERALL POVERTY RATES ARE COMPARABLE TO THOSE OF MASSACHUSETTS. RATES OF CHILDREN UNDER AGE 18 LIVING IN POVERTY ARE LOWER THAN STATE-WIDE RATES (10% COMPARED TO 15% STATEWIDE). HOWEVER, THE RATE OF OLDER ADULTS (OVER AGE 65) IN POVERTY IS HIGHER (11% COMPARED TO 9% STATEWIDE). FURTHER, THERE IS SIGNIFICANT VARIATION WITHIN THE SERVICE AREA. MALDEN CONTAINS THE HIGHEST RATES OF POVERTY, WITH 21% OF CHILDREN AND 18% OF OLDER ADULTS LIVING IN POVERTY. READING AND STONEHAM CONTAIN THE LOWEST RATES: ONLY 4% OF STONEHAM OLDER ADULTS LIVE IN POVERTY AND ONLY 2% OF READING CHILDREN LIVE IN POVERTY. MALDEN'S VIOLENT CRIME RATE IS HIGHER THAN THE STATE. EVERETT HAS A HIGHER RATE OF PROPERTY CRIME THAN THE STATE. READING AND NORTH READING HAD THE LOWEST RATES OF VIOLENT AND PROPERTY CRIME OF THE CB SERVICE AREAS.EDUCATIONAL ATTAINMENT & UNEMPLOYMENTEDUCATIONAL ATTAINMENT VARIES BY COMMUNITY IN THE MELROSEWAKEFIELD HEALTHCARE, INC. CB CATCHMENT AREA. COMPARED TO THE STATE, EVERETT AND MALDEN HAVE HIGHER RATES OF PEOPLE WITH LESS THAN A HIGH SCHOOL DEGREE. THESE TWO COMMUNITIES PLUS SAUGUS AND STONEHAM ALSO HAVE HIGHER RATES OF PEOPLE WITH JUST A HIGH SCHOOL DIPLOMA. ON THE OTHER END OF THE SCALE, MEDFORD, MELROSE, NORTH READING, AND WAKEFIELD HAVE HIGH RATES OF PEOPLE WITH A BACHELOR'S DEGREE, AND MEDFORD, MELROSE, AND READING HAVE HIGH RATES OF PEOPLE WITH A GRADUATE OR ADVANCED DEGREE. ALTHOUGH THE OVERALL MELROSEWAKEFIELD HEALTHCARE, INC. SERVICE AREA RATE OF UNEMPLOYMENT IS UNAVAILABLE, THE HIGHEST RATE, IN EVERETT, MATCHES THE OVERALL MASSACHUSETTS RATE (5.7%), WHILE THE LOWEST RATE, IN READING, IS 4.2%.(SEE CONTINUATION LATER)
PART VI, LINE 5:	MELROSEWAKEFIELD HEALTHCARE, INC. HAS A 15 MEMBER BOARD OF TRUSTEES, COMPRISED OF A MAJORITY OF COMMUNITY MEMBERS. ONLY THREE (3) OF 15 TRUSTEES ARE EMPLOYED BY MELROSEWAKEFIELD HEALTHCARE OR THE HOSPITAL'S PARENT, MELROSEWAKEFIELD HEALTHCARE CORPORATION (I.E. THE CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, AND AN EMPLOYED PHYSICIAN LEADER). MEDICAL STAFF MEMBERSHIP AND PRIVILEGES ARE OPEN AND AVAILABLE TO ALL QUALIFIED PHYSICIANS, INCLUDING A LARGE AND DIVERSE MEDICAL STAFF OF MORE THAN 400 MEMBERS (EMPLOYED AND AFFILIATED). MWHC OPERATES ACTIVE EMERGENCY DEPARTMENTS ON EACH OF ITS CAMPUSES. THEY ARE ACCESSIBLE TO ANYONE NEEDING CARE REGARDLESS OF THEIR ABILITY TO PAY. NO PART OF THE INCOME OF MWHC INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED. ALL SURPLUS FUNDS ARE REINVESTED INTO THE FACILITIES, EQUIPMENT OR PROGRAMS OF MWHC TO IMPROVE THE QUALITY OF PATIENT CARE, ACCESS TO CARE, ADVANCE MEDICAL PRACTICE AND TO IMPROVE THE COMMUNITIES HEALTH AND WELLBEING. IN FY 2018/TY 2017, MELROSEWAKEFIELD HEALTHCARE, INC. FINANCIAL COUNSELORS PROVIDED 9,584 INTERACTIONS WITH COMMUNITY MEMBERS AND COMPLETED 1,789 APPLICATIONS FOR INDIVIDUALS IN THE STATE HEALTH PROGRAMS; SUCH AS MASS HEALTH, CHILDREN'S MEDICAL SECURITY PLAN AND THE HEALTH SAFETY NET. THIS DOES NOT INCLUDE INTERACTIONS THAT DID NOT RESULT IN AN APPLICATION. MELROSEWAKEFIELD HEALTHCARE, INC. FINANCIAL NAVIGATORS ALSO HELPED PATIENTS TO ENROLL IN SNAP (FORMALLY FOOD STAMPS) AND OTHER SOCIAL SERVICE PROGRAMS. IN ADDITION, MELROSEWAKEFIELD HEALTHCARE, INC. STAFF ATTENDED SEVERAL COMMUNITY OUTREACH EVENTS TO ASSIST PARTICIPANTS AND PROVIDE ENROLLMENT INFORMATION. OTHER SERVICES PROVIDED INCLUDE ADVOCATING FOR RESIDENTS, MAKING APPOINTMENTS, PROCURING OTHER SERVICES AND PROVIDING INFORMATION ABOUT PROGRAMS SUCH AS THE MOBILE FOOD MARKET. BILLING AND COLLECTIONS PRACTICES ARE POSTED ON THE SYSTEM WEB SITE. MELROSEWAKEFIELD HEALTHCARE, INC. ALSO PROVIDED MEETING SPACE IN-KIND AND SUBSIDIZED OR PROVIDED RENT AND UTILITIES IN-KIND FOR KEY COMMUNITY PARTNERS, SUCH AS PORTAL TO HOPE, WHICH PROVIDES DOMESTIC VIOLENCE PREVENTION AND SUPPORT SERVICES. MEETING SPACE IS OFFERED TO COMMUNITY AGENCIES ON A REGULAR BASIS, WHEN MISSION AND GOALS ALIGN WITH THE PRIORITIES OF THE COMMUNITY HEALTH IMPLEMENTATION PLAN, SUCH AS ALCOHOLICS/OVEREATERS ANONYMOUS GROUPS, RED CROSS FOR BLOOD DRIVES, DISTRICT ATTORNEY MARIAN RYAN'S EASTERN MIDDLESEX OPIOID TASK FORCE, MASSACHUSETTS OPIOID PREVENTION COALITION (MOAPC), SUBSTANCE ABUSE PREVENTION COALITION (SAPC) AND MELROSE ALLIANCE AGAINST VIOLENCE AND PORTAL TO HOPE FOR COMMUNITY SUPPORT GROUPS.IN ADDITION TO PROVIDING A RANGE OF PROGRAMS TO ADDRESS PRIMARY AND SECONDARY HEALTH PRIORITIES IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT, THE HEALTH SYSTEM HAS ALSO, AS PART OF ITS MULTI-YEAR IMPLEMENTATION PLAN, IDENTIFIED AND IMPLEMENTED EFFORTS THAT MORE PROACTIVELY ADDRESS FACTORS THAT HAVE BEEN DEMONSTRATED TO ADVERSELY IMPACT HEALTH STATUS, INCREASE HEALTH DISPARITIES, AND REDUCE OVERALL HEALTH IN VULNERABLE POPULATIONS. THESE SO CALLED SOCIAL DETERMINANTS OF HEALTH, SUCH AS AVAILABILITY OF HEALTHY FOOD, EMPLOYMENT, AND SAFE HOUSING, REFLECT THE OPPORTUNITY TO HAVE MEASUREABLE IMPACT ON POPULATION HEALTH STATUS, AND ARE BECOMING A MEANINGFUL PART OF EFFORTS TO ADDRESS PRIMARY AND SECONDARY HEALTH PRIORITIES.EXAMPLES OF THESE EFFORTS, AND THEIR IMPACT BOTH DIRECTLY AND INDIRECTLY ON THE HEALTH PRIORITIES IDENTIFIED IN THE CHNA AND BY OTHER COMMUNITY STAKEHOLDERS, INCLUDE:INTEGRATED BREASTFEEDING SERVICESAS A BABY FRIENDLY HOSPITAL, PROVIDING NEW MOTHERS WITH AN INTEGRATED APPROACH TO ENCOURAGING BREASTFEEDING SUPPORTS A NUMBER OF KEY FACTORS IN REDUCING A NUMBER OF ISSUES FOR MOTHER AND CHILD ALIKE. LACTATION SERVICES FOR POST-PARTUM MOTHERS ARE AVAILABLE BOTH AT MELROSE-WAKEFIELD HOSPITAL, AND AT THREE BABY CAFES IN MELROSE, MALDEN, AND EVERETT. ALL MATERNAL/CHILD HEALTH STAFF, CHILDBIRTH EDUCATION STAFF, AND NORTH SUBURBAN WIC NUTRITIONIST AND FAMILY SUPPORT STAFF ARE CERTIFIED IN LACTATION (CLC OR IBCLC DEPENDING ON OTHER CLINICAL TRAINING). CONTINUING MEDICAL EDUCATION PROGRAMS ARE PROVIDED TO PHYSICIANS AND CLINICIANS ANNUALLY. BREASTFEEDING HAS BEEN SHOWN TO REDUCE RISK FOR CANCER AND OTHER CHRONIC DISEASES LATER IN LIFE. ENCOURAGING HEALTHY FOOD CONSUMPTIONSEVERAL HOSPITAL DEPARTMENTS AND CLINICAL AREAS, INCLUDING DIABETES, REHABILITATION SERVICES, NUTRITION, AND WIC, ALL SUPPORT HEALTHY EATING-REDUCING CONSUMPTION OF ADDED SUGAR, EATING AMPLE FRUITS AND VEGETABLES, AND PROVIDING EDUCATION PROGRAMS TARGETING THE DIETARY NEEDS AND CHALLENGES OF STUDENT ATHLETES, CANCER PATIENTS, AND OTHERS IN THE COMMUNITY LIVING WITH CHRONIC DISEASES SUCH AS HYPERTENSION AND DIABETES.THE HEALTH SYSTEM WORKS WITH ORGANIZATIONS SUCH AS THE GREATER BOSTON FOOD BANK AND BREAD OF LIFE, AROUND ADDRESSING FOOD INSECURITY AND ACCESS TO HEALTHY FOODS. NUTRITION AND DIETARY STAFF SUPPORT THE CREATION OF HEALTHY MENU OPTIONS, NOT ONLY FOR HOSPITAL INPATIENTS AND IN CAFETERIAS, BUT ALSO THROUGH PROGRAMS SUCH AS MASS IN MOTION OFFERING GUIDANCE TO LOCAL RESTAURANTS ON HEALTHFUL EATING AND NUTRITIONAL INFORMATION. EFFORTS ALSO EXTEND TO DIRECTLY SUPPORTING INCREASED ACCESS TO HEALTHY FOODS, INCLUDING FRESH FRUITS AND VEGETABLES PROVIDED THROUGH A FREE MOBILE FOOD MARKET SERVING 300-400 FAMILIES PER MONTH WITH APPROXIMATELY 30 LBS. EACH OF FRESH, HEALTHY FOODS. VOUCHERS FROM WIC TO ITS PROGRAM PARTICIPANTS ARE ALSO PROVIDED FOR USE AT LOCAL FARMERS' MARKETS DURING SUMMER MONTHS. THE NORTH SUBURBAN CHILD AND FAMILY RESOURCE NETWORK (NSFRN) OFFERS STORYBOOK WALKS PROMOTING PHYSICAL ACTIVITY WHILE CONNECTING WITH NATURE AND FOSTERING LITERACY SKILLS. THE NSFRN ALSO HOSTS FITNESS, FOOD AND FRIENDS GROUP FOR FAMILIES WITH YOUNG CHILDREN TO PROMOTE A HEALTHY LIFESTYLE, LEARN ABOUT HEALTHY EATING HABITS AND FUN PHYSICAL ACTIVITIES TO DO AS A FAMILY. WORKPLACE WELLNESS EFFORTS, IN TERMS OF INCREASING PHYSICAL ACTIVITY, AS WELL AS PROMOTING WEIGHT LOSS AND HEALTHIER EATING, HAVE BEEN CONTINUED DURING FY 2018/TY 2017 THROUGH THE WORK OF THE EMPLOYEE WELLNESS COMMITTEE. CORRELATING GREATER PHYSICAL HEALTH AND WELLBEING THROUGH REDUCTIONS IN OBESITY, CARDIOVASCULAR AND OTHER RELATED HEALTH PROBLEMS, SUPPORTS A WHOLE-HEALTH APPROACH TO REDUCING CHRONIC DISEASE AND THE IMPACTS OF TREATMENT BY PRESENTING OPPORTUNITIES TO IDENTIFY AND REDUCE THESE HEALTH RISKS. WHILE THESE EFFORTS ARE NOT COMMUNITY BENEFIT, THE MODELING OF HEALTHY BEHAVIOR IS IMPORTANT IN A COMMUNITY HOSPITAL WHERE THE EMPLOYEES ARE OFTEN ALSO LOCAL RESIDENTS.A MELROSEWAKEFIELD HEALTHCARE, INC. LEADER IS A MEMBER OF THE GREATER BOSTON FOOD BANK (GBFB) FOOD INSECURITY TASK FORCE AND MEDFORD FOOD INSECURITY TASK FORCE TO ADDRESS THE NEED TO STRATEGIZE AND SHARE BEST PRACTICE IDEAS IN ADDRESSING FOOD INSECURITY IN THE AREA. IN 2017, SIX NEW FRUIT AND VEGETABLE OUTDOOR MARKETS WERE OPENED ACROSS THE GBFB SERVICE AREA USING STRATEGIES DEVELOPED AT THE MELROSEWAKEFIELD HEALTHCARE, INC. MOBILE MARKET.(SEE CONTINUATION LATER)
PART VI, LINE 6:	MELROSEWAKEFIELD HEALTHCARE, INC. IS A COMMUNITY HOSPITAL SYSTEM WITH MULTIPLE CAMPUSES AND IS A MEMBER OF THE MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION WHICH HAS OTHER MEMBER ORGANIZATIONS THAT INCLUDE A HOME HEALTH VISITING NURSE AND HOSPICE ENTITY AND A PHYSICIAN PRACTICE ORGANIZATION. ALL AFFILIATED ENTITIES PROVIDE PATIENT CARE WITHOUT CONSIDERATION OF A PATIENT'S ABILITY TO PAY. ALL SURPLUS FUNDS OF THE AFFILIATED ENTITIES ARE REINVESTED IN PROVIDING ACCESS TO HEALTH SERVICES AND IMPROVING HEALTH STATUS OF COMMUNITIES SERVED.MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION IN A MEMBER OF WELLFORCE, INC.
PART VI, LINE 4 COMMUNITY INFORMATION CONTINUED	PUBLIC SCHOOL ENROLLMENT: DEMOGRAPHICS & SPECIAL POPULATIONSCOMPARED WITH THE STATE OF MASSACHUSETTS, THE PUBLIC SCHOOLS IN THE OVERALL CB SERVICE AREA HAVE A SLIGHTLY LOWER PROPORTION OF HISPANIC STUDENTS ENROLLED (16% VERSUS 19% STATEWIDE), A SLIGHTLY HIGHER PORTION OF BLACK/AFRICAN AMERICAN STUDENTS (10% VERSUS 9%), AND A SLIGHTLY HIGHER PROPORTION OF ASIAN STUDENTS (8% VERSUS 7%).IN THE MELROSEWAKEFIELD HEALTHCARE, INC. CB SERVICE AREA, THREE COMMUNITIES (EVERETT, 59%; MALDEN, 50%; MEDFORD, 25%) HAVE HIGHER RATES OF STUDENTS WHOSE FIRST LANGUAGE IS NOT ENGLISH. ONLY MALDEN AND EVERETT HAVE HIGHER RATES THAN MASSACHUSETTS OF STUDENTS WITH LIMITED ENGLISH PROFICIENCY OR ENGLISH LANGUAGE LEARNERS (19% AND 16%, RESPECTIVELY).THE RATE OF STUDENTS WITH DISABILITIES IS FAIRLY CONSISTENT ACROSS THE SERVICE AREA: THE COMMUNITY WITH THE HIGHEST RATE IS STONEHAM, WITH 19%, AND THE LOWEST RATES ARE IN EVERETT, MELROSE, AND SAUGUS, ALL WITH 15% (COMPARED TO MASSACHUSETTS RATE OF 17%). THE PERCENTAGE OF STUDENTS FROM LOW INCOME FAMILIES VARIES FROM A HIGH RATE IN EVERETT OF 42% TO A LOW IN NORTH READING AND READING OF 7%.PUBLIC SCHOOL GRADUATION & DROP-OUT RATESMELROSE, NORTH READING AND READING HAVE THE HIGHEST HIGH SCHOOL 4-YEAR GRADUATION RATES. DROPOUT RATES ARE HIGHEST IN EVERETT AND LOWEST IN MELROSE.OTHER HEALTH DATAACROSS ALL COMMUNITIES IN THE MELROSEWAKEFIELD HEALTHCARE, INC. AREA, THE TOP THREE CAUSES OF DEATH WERE CIRCULATORY SYSTEM DISEASES, MENTAL DISORDERS (WHICH INCLUDES DEMENTIA), AND LUNG CANCER. NOT INCLUDING CHILDBIRTH, THE TOP THREE CAUSES OF HOSPITALIZATION WERE RELATED TO DIABETES, CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), AND CIRCULATORY SYSTEM DISEASE. THESE ARE SIMILAR TO THE COMMONWEALTH OF MASSACHUSETTS OVERALL.PRIORITY POPULATIONSBASED ON THE 2016 CHNA, THE PRIORITIES FOR 2017-2019 INCLUDE THE FOLLOWING:PRIMARY PRIORITIES-RESIDENTS MANAGING BEHAVIORAL HEALTH ISSUES AND SUBSTANCE USE-COMMUNITY MEMBERS AT RISK FOR DEVELOPING CANCER OR BEING TREATED FOR CANCER, WITH A FOCUS ON LUNG, COLORECTAL, ORAL, HEAD AND NECK, BREAST AND SKIN CANCERS.-RESIDENTS AT RISK FOR DEVELOPING OR HAVING CARDIOVASCULAR DISEASE.-COMMUNITY MEMBERS AT RISK FOR DEVELOPING DIABETES OR WITH DIABETES MANAGEMENT ISSUES.-RESIDENTS NEEDING ACCESS TO HEALTHCARE WITH A FOCUS ON BARRIERS INCLUDING LANGUAGE, TRANSPORTATION, HOUSING AND FOOD INSECURITY.VULNERABLE POPULATIONS NEEDING SERVICES; SUCH AS FAMILIES WITH CHILDREN AND ADOLESCENTS AT RISK, ELDERS, THE DISABLED, AND THOSE WITH BEHAVIORAL HEALTH ISSUES.SECONDARY PRIORITIES-RESIDENTS IMPACTED BY TUBERCULOSIS AND OTHER INFECTIOUS DISEASES.-MEN, WOMEN AND CHILDREN AT RISK FOR DEVELOPING BONE AND JOINT INJURIES OR DISEASE, WITH A FOCUS ON INJURY PREVENTION FOR ALL AGES.-MEN, WOMEN, AND CHILDREN WITH WEIGHT MANAGEMENT ISSUES, WITH SPECIFIC FOCUS ON OBESITY PREVENTION.-RESIDENTS IMPACTED BY RESPIRATORY HEALTH ISSUES.-RESIDENTS IMPACTED BY SEXUAL ASSAULT/DOMESTIC VIOLENCE.-THE COMMUNITY AT-LARGE TO BE PREPARED FOR DISASTERS AND EMERGENCIES.FOR MANY PROGRAMS, EMPHASIS WILL BE PLACED ON SERVING RESIDENTS THAT ARE UNDERSERVED DUE TO SOCIO-ECONOMIC FACTORS, AGE (ELDERLY AND CHILDREN) AS WELL AS OTHER HEALTH DISPARITIES SUCH AS CULTURAL OR LINGUISTIC BARRIERS.COMMUNITY DEMOGRAPHIC DATATHE DEMOGRAPHIC DIVERSITY AND LANGUAGE CHARACTERISTICS DEFINED ABOVE AND IN THE CHNA FOR THE MELROSEWAKEFIELD HEALTHCARE, INC. COMMUNITY BENEFITS CATCHMENT AREA WAS DETERMINED USING THESE SOURCES:-US CENSUS BUREAU, 2009-2013, 5-YEAR AMERICAN COMMUNITY SURVEY US CENSUS-FBI UNIFORM CRIME REPORT, 2012-US CENSUS BUREAU, AMERICAN COMMUNITY SURVEY (ACS) 2010 TO 2014;-US DEPARTMENT OF LABOR, BUREAU OF LABOR AND STATISTICS, LOCAL AREA UNEMPLOYMENT STATISTICS 2012-MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION (DESE), SCHOOL AND DISTRICT PROFILES 2015-2016-MADPH BUREAU OF COMMUNICABLE DISEASE CONTROL (BCDC) REGISTRIES, DIVISION OF EPIDEMIOLOGY AND IMMUNIZATION, FOR 2012-MA DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION AND MA DEPARTMENT OF PUBLIC HEALTH (MDPH) 2011HEALTH AND RISK BEHAVIOR OF MA YOUTH REPORT, MAY 2012-LOCAL YOUTH RISK BEHAVIOR SURVEYS, WHERE AVAILABLE (EVERETT 2014-2015; MALDEN 2013-2014; MEDFORD 2014; MELROSE 2014; READING 2015; SAUGUS 2015; WAKEFIELD 2014-MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH (MDPH)MASSACHUSETTS DATABASE (2010, 2011, AND 2012 VARIOUS YEARS)-MDPH MASSACHUSETTS CANCER REGISTRY, 2006-2008 (GROUPED)-MDPH REGISTRY OF VITAL RECORDS, 2010-2012 (GROUPED)-MA DIVISION OF HEALTH CARE FINANCE AND POLICYUNIFORM HOSPITAL DISCHARGE DATASET SYSTEM (UHDDS), 2010-2012 (GROUPED)-MDPH BUREAU OF COMMUNICABLE DISEASE CONTROL (BCDC) REGISTRIES, DIVISION OF EPIDEMIOLOGY AND IMMUNIZATION, 2012-MDPH DIVISION OF SEXUALLY TRANSMITTED DISEASE PREVENTION, 2012ADDITIONAL DATA RESOURCES AND SOURCES OF VALIDATING DATA INCLUDE:-US CENSUS BUREAU, AMERICAN COMMUNITY SURVEY (ACS) 2010 TO 2014 (5-YEAR ESTIMATES) FOR REVIEW AND VALIDATION OF PREVIOUSLY COLLECTED CHNA DATA.-BUREAU OF LABOR STATISTICS UNEMPLOYMENT RATES WITHIN CATCHMENT AREA (2014)-PROGRAM DATA FROM THE MELROSEWAKEFIELD HEALTHCARE INTERPRETER SERVICES PROGRAM (2011-PRESENT), MELROSEWAKEFIELD HEALTHCARE'S INPATIENT DATA (2011-PRESENT), MELROSEWAKEFIELD HEALTHCARE NORTH SUBURBAN WOMEN, INFANTS AND CHILDREN (WIC) PROGRAM, AND HEALTHY FAMILIES (2011-PRESENT).-ANECDOTAL INFORMATION WAS COLLECTED FROM SOME OF MWHC'S COMMUNITY PARTNERS SUCH AS THE JOINT COMMITTEE FOR CHILDREN'S HEALTH CARE IN EVERETT AND MELROSEWAKEFIELD HEALTHCARE, INC. COMMUNITY TEAM REPRESENTATIVES.
PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH CONTINUED	SUPPORTING REGIONAL AND LOCAL SUBSTANCE USE PREVENTION EFFORTSTHE HEALTH SYSTEM WORKS ACTIVELY WITH THE MYSTIC VALLEY PUBLIC HEALTH COALITION INCLUDING MASSACHUSETTS OPIOID ABUSE PREVENTION COALITION (MOAPC) AND SUBSTANCE ABUSE PREVENTION COALITION (SAPC), THE DISTRICT ATTORNEY'S EASTERN MIDDLESEX OPIOID TASK FORCE AS WELL AS LOCAL ORGANIZATIONS IN MALDEN, MEDFORD, MELROSE, READING, STONEHAM AND WAKEFIELD. IN FY 2018, MELROSEWAKEFIELD HEALTHCARE, INC. STAFF SPENT NEARLY 300 HOURS AT MEETINGS AND EVENTS WORKING TOWARDS PREVENTION, AWARENESS, TREATMENT AND INTERVENTIONS TO REDUCE THE IMPACT OF SUBSTANCE USE DISORDER IN THE COMMUNITY. MELROSEWAKEFIELD HEALTHCARE, INC. PROVIDES SPACE AND FOOD FOR THE DISTRICT ATTORNEY'S EASTERN MIDDLESEX OPIOID TASK AT LAWRENCE MEMORIAL HOSPITAL OF MEDFORD AS WELL AS EMPLOYEE MEMBERSHIP. THE OPIOID TASK FORCE FOCUSES ON COMBATING THE INCREASE IN DRUG OVERDOSES IN THE EASTERN REGION OF MIDDLESEX COUNTY, SERVING THE COMMUNITIES OF MALDEN, MEDFORD, MELROSE, NORTH READING, READING, STONEHAM, AND WAKEFIELD. LED BY MIDDLESEX COUNTY DISTRICT ATTORNEY, MARIAN RYAN, THE EASTERN MIDDLESEX OPIOID TASK FORCE INCLUDES FIRST RESPONDERS, POLICE AND FIRE OFFICIALS, MUNICIPAL HEALTH WORKERS, DOCTORS, NURSES, SOCIAL WORKERS, SUBSTANCE ABUSE COUNSELORS, COMMUNITY-BASED ADVOCATES AND PROBATION OFFICERS. RAISING AWARENESS OF THE SEVERITY OF DOMESTIC VIOLENCE, WORKING WITH LOCAL GROUPS, ORGANIZATIONS AND COALITIONS TO PREVENT AND END DOMESTIC VIOLENCE, SEXUAL ASSAULT AND STALKING CRIMES.IN FY 2018, MELROSEWAKEFIELD HEALTHCARE, INC. STAFF SPENT NEARLY 200 HOURS AT MEETINGS AND EVENTS PROVIDING SUPPORT AND WORKING TOWARDS PREVENTION, EDUCATION, AWARENESS, MENTORING, AND SERVICE TO REDUCE THE IMPACT OF DOMESTIC VIOLENCE BY PARTNERING WITH THE FOLLOWING GROUPS AND PROGRAMS: WAKEFIELD ALLIANCE AGAINST VIOLENCE (WAAV), A COMMUNITY BASED VOLUNTEER ORGANIZATION, DEDICATED TO CREATING A LIFESTYLE FREE FROM VIOLENCE IN WAKEFIELD BY REACHING OUT TO THE COMMUNITY, RAISING AWARENESS, PROVIDING EDUCATION RESOURCES, AND SUPPORT TO FAMILIES AND INDIVIDUALS, WITH AN EMPHASIS ON PREVENTION. TWO MELROSEWAKEFIELD HEALTHCARE EMPLOYEES REPRESENT MELROSEWAKEFIELD HEALTHCARE, INC. ON THE WAAV BOARD OF DIRECTORS.THE DIRECTOR OF MEDICAL STAFF DEVELOPMENT AND SERVICES FOR MELROSEWAKEFIELD HEALTHCARE, INC. SERVES AS THE VICE PRESIDENT OF MELROSE ALLIANCE AGAINST VIOLENCE (MAAV). MAAV'S MISSION IS TO RAISE COMMUNITY AWARENESS OF DOMESTIC AND TEEN DATING VIOLENCE, PROMOTE PROGRAMS THAT WORK TO REDUCE VIOLENCE AND ENCOURAGE HEALTHY RELATIONSHIPS THROUGH COMMUNITY AWARENESS ACTIVITIES, EDUCATION AND PREVENTION PROGRAMS IN THE SCHOOLS, INCLUDING BULLYING PREVENTION, MENTORING AND PEER LEADERSHIP PROGRAMS; AND INFORMATION, SUPPORT, RESOURCE AND REFERRAL SERVICES. ADDITIONALLY, MELROSEWAKEFIELD HEALTHCARE, INC. ALSO PROVIDES SPACE FOR MAAV'S RELATIONSHIP DISCUSSION GROUP AT MELROSE-WAKEFIELD HOSPITAL. IN 2018, MELROSEWAKEFIELD HEALTHCARE, INC. HELPED TO SPONSOR MAAV'S ANNUAL WALK AND CANDLELIGHT VIGIL. A COMMUNITY HEALTH EDUCATOR FOR MELROSEWAKEFIELD HEALTHCARE, INC. SERVES AS A MEMBER OF THE STONEHAM ALLIANCE AGAINST VIOLENCE (SAAV), A DIVERSE GROUP WHOSE MEMBERS CARE ABOUT STONEHAM AND ITS QUALITY OF LIFE. NOTING AN UPSWING IN REPORTED INCIDENCES OF VIOLENCE IN THE TOWN, THE GROUP CAME TOGETHER TO ADDRESS THIS ISSUE. MELROSEWAKEFIELD HEALTHCARE, INC. HAS A STRONG PARTNERSHIP WITH PORTAL TO HOPE (PTH), AN AGENCY THAT SERVED 932 PEOPLE IMPACTED BY DOMESTIC VIOLENCE DURING FY 2018. OUR UNIQUE COLLABORATION HELPS TO PROVIDE CONFIDENTIAL, COMPREHENSIVE SERVICES TO VICTIMS OF DOMESTIC VIOLENCE AND RELATED ASSAULT CRIMES. SERVICES INCLUDE: THE BENEVOLENCE PROJECT; CRISIS INTERVENTION AND EMERGENCY SHELTER; THE HEALING & RECOVERY PROGRAM, INCLUDING SUPPORT GROUPS; LEGAL AID; JOB AND HOUSING SEARCH ASSISTANCE; YOUTH SUPPORT; SAFETY PLANNING; AND OTHER DIRECT CARE SERVICES. MELROSEWAKEFIELD HEALTHCARE, INC. PROVIDES OFFICE SPACE, PHONE AND INTERNET SERVICE CAPABILITIES TO PTH AT THE MALDEN FAMILY HEALTH CENTER (PTH'S CENTRAL OPERATIONS SITE) AND THE LAWRENCE MEMORIAL HOSPITAL, WHERE PTH OFFERS SUPPORT GROUPS, AND IN PARTNERSHIP WITH MELROSEWAKEFIELD HEALTHCARE, INC., FACILITATES TRI-CITY DOMESTIC VIOLENCE TASK FORCE MEETINGS, BOARD AND ADVISORY COMMITTEE MEETINGS AND OTHER PUBLIC EDUCATIONAL EFFORTS. IN ADDITION, PTH AND MELROSEWAKEFIELD HEALTHCARE, INC. PARTNER TO PROVIDE VIOLENCE PREVENTION EDUCATION TO THE PUBLIC AND TRAINING TO MEDICAL STAFF ONSITE AT THESE LOCATIONS, AT MELROSE-WAKEFIELD HOSPITAL AND ON THE GRASSROOTS LEVEL IN THE COMMUNITIES PTH SERVES. PTH IS ONE OF SEVEN DOMESTIC VIOLENCE INTERVENTION AGENCIES WORKING ONSITE AT MEDICAL FACILITIES IN MASSACHUSETTS.

Schedule H (Form 990) 2019

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1LAURENCE CONWAY MD DIRECTOR	(i) (ii)	253,963 ------------- 0	0 ------------- 0	0 ------------- 0	2,540 ------------- 0	0 ------------- 0	256,503 ------------- 0	0 ------------- 0
2ALAN G MACDONALD UNTIL 218 PRESIDENT & CEO/DIRECTOR	(i) (ii)	0 ------------- 769,276	0 ------------- 110	0 ------------- 78,607	0 ------------- 0	0 ------------- 1,464	0 ------------- 849,457	0 ------------- 0
3CHARLES R WHIPPLE ESQ ASSISTANT SECRETARY/GENERAL COUNSEL	(i) (ii)	0 ------------- 396,384	0 ------------- 80,000	0 ------------- 38,078	0 ------------- 0	0 ------------- 32,334	0 ------------- 546,796	0 ------------- 0
4MICHAEL P CONNELLY CFO/ASSISTANT TREASURER	(i) (ii)	0 ------------- 425,248	0 ------------- 10,000	0 ------------- 0	0 ------------- 6,000	0 ------------- 3,150	0 ------------- 444,398	0 ------------- 0
5WILLIAM DOHERTY EXECUTIVE VICE PRES. & COO	(i) (ii)	0 ------------- 452,935	0 ------------- 80,000	0 ------------- 17,116	0 ------------- 6,000	0 ------------- 2,918	0 ------------- 558,969	0 ------------- 0
6CAROL A DRESSER VP INFO. SERVICES & CIO	(i) (ii)	289,269 ------------- 0	15,000 ------------- 0	0 ------------- 0	4,165 ------------- 0	19,644 ------------- 0	328,078 ------------- 0	0 ------------- 0
7NANCY BITTNER VP EDUCATION	(i) (ii)	188,925 ------------- 0	0 ------------- 0	7,347 ------------- 0	6,029 ------------- 0	22,327 ------------- 0	224,628 ------------- 0	0 ------------- 0
8STEVE SBARDELLA VP MEDICAL AFFAIRS & CMO	(i) (ii)	0 ------------- 404,620	0 ------------- 30,000	0 ------------- 0	0 ------------- 0	0 ------------- 1,399	0 ------------- 436,019	0 ------------- 0
9PAM DUCHENE VP, NURSING & CNO	(i) (ii)	0 ------------- 181,533	0 ------------- 20,000	0 ------------- 127,112	0 ------------- 0	0 ------------- 16,968	0 ------------- 345,613	0 ------------- 0
10DAVID RYAN VP, HUMAN RESOURCES	(i) (ii)	0 ------------- 259,128	0 ------------- 20,000	0 ------------- 16,477	0 ------------- 6,000	0 ------------- 34,333	0 ------------- 335,938	0 ------------- 0
11RYAN FULLER DIRECTOR OF PLANNING	(i) (ii)	232,249 ------------- 0	15,000 ------------- 0	0 ------------- 0	3,931 ------------- 0	396 ------------- 0	251,576 ------------- 0	0 ------------- 0
12THERESA SIEVERS VP QUALITY ASSURANCE	(i) (ii)	222,104 ------------- 0	10,000 ------------- 0	0 ------------- 0	0 ------------- 0	2,789 ------------- 0	234,893 ------------- 0	0 ------------- 0
13CHERYL WARREN INTERGRATION ADMIN.	(i) (ii)	205,220 ------------- 0	20,000 ------------- 0	0 ------------- 0	5,454 ------------- 0	35,157 ------------- 0	265,831 ------------- 0	0 ------------- 0
14JOHN G GIRAGOS MD PSYCH M.D.	(i) (ii)	244,279 ------------- 0	171,454 ------------- 0	0 ------------- 0	6,003 ------------- 0	33,262 ------------- 0	454,998 ------------- 0	0 ------------- 0
15CARYL A BEISON PHYSICIAN DIRECTOR	(i) (ii)	241,173 ------------- 0	42,887 ------------- 0	0 ------------- 0	6,776 ------------- 0	3,289 ------------- 0	294,125 ------------- 0	0 ------------- 0
16JAMES LECH PSYCH M.D.	(i) (ii)	290,983 ------------- 0	0 ------------- 0	0 ------------- 0	3,705 ------------- 0	898 ------------- 0	295,586 ------------- 0	0 ------------- 0
17ROBIN VOLANTE DIRECTOR OF SERVICE LINE	(i) (ii)	139,293 ------------- 0	0 ------------- 0	121,541 ------------- 0	0 ------------- 0	18,524 ------------- 0	279,358 ------------- 0	0 ------------- 0
18DANEIL REILLY PSYCH M.D.	(i) (ii)	270,737 ------------- 0	0 ------------- 0	0 ------------- 0	5,427 ------------- 0	12,333 ------------- 0	288,497 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 3	ANNUALLY, THE HUMAN RESOURCES COMMITTEE OF THE ORGANIZATION COMPRISED OF INDEPENDENT DIRECTORS, REVIEWS THE COMPENSATION OF THE PRESIDENT AND EXECUTIVE LEADERSHIP TEAM USING DATA FROM AN INDEPENDENT THIRD PARTY EVALUATION OF COMPARABLE COMPENSATION DATA TO ASSESS AND SET COMPENSATION. COMPENSATION IS PAID BY A RELATED CORPORATION.
PART I, LINE 4A	THESE FORMER EMPLOYEES RECEIVED SEVERANCE PAYMENTS: PAM DUCHENE WAS PAID $87,692 IN 2017. ROBIN VOLANTE WAS PAID $93,893 IN 2017. SHEILA PICHETTE WAS PAID $6,731 IN 2017.

Schedule J (Form 990) 2019

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number
04-2767880

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	12-09-2011	10,000,000	FINANCE CAPITAL		X		X		X
B	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	03-01-2013	49,606,243	REFUND 2011 A&B SERIES WHICH REFUNDED 1998 SERIES A		X		X		X
C	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	03-01-2013	19,800,000	RATE 2008 SERIES C WHICH REFUNDED 1998 SERIES B		X		X		X
D	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	03-01-2013	20,000,000	FINANCE CAPITAL		X		X		X
	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	06-05-2015	30,000,000	FINANCE CAPITAL		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	3,955,389		15,749,433		6,595,000		12,478,346
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	10,000,000		49,606,243		19,800,000		20,000,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	250,528		500,695				98,939
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	9,749,472						19,901,061
11 Other spent proceeds .............			49,105,548		19,800,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2012		2001		2001		2014
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2018, a current refunding issue)? ........
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2018, an advance refunding issue)? ........
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X	X			X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2019

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0.310 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0.310 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........		X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........	X		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X		X		X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........

Schedule K (Form 990) 2019

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...		X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?		X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference

Explanation

DATE REBATE COMPUTATION PERFORMED

ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/30/2014 ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/30/2014 ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/30/2014 ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/30/2014 ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/10/2017

Schedule K (Form 990) 2019

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number
04-2767880

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	12-09-2011	10,000,000	FINANCE CAPITAL		X		X		X
B	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	03-01-2013	49,606,243	REFUND 2011 A&B SERIES WHICH REFUNDED 1998 SERIES A		X		X		X
C	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	03-01-2013	19,800,000	RATE 2008 SERIES C WHICH REFUNDED 1998 SERIES B		X		X		X
D	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	03-01-2013	20,000,000	FINANCE CAPITAL		X		X		X
	MASSACHUSETTS DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	06-05-2015	30,000,000	FINANCE CAPITAL		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	3,955,389		15,749,433		6,595,000		12,478,346
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	10,000,000		49,606,243		19,800,000		20,000,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	250,528		500,695				98,939
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	9,749,472						19,901,061
11 Other spent proceeds .............			49,105,548		19,800,000
12 Other unspent proceeds .............
13 Year of substantial completion .............	2012		2001		2001		2014
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2018, a current refunding issue)? ........
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2018, an advance refunding issue)? ........
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X	X			X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2019

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0 %		0.310 %		0 %		0 %
6 Total of lines 4 and 5 .............	0 %		0.310 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........		X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........	X		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X			X		X		X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........

Schedule K (Form 990) 2019

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...		X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?		X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference

Explanation

DATE REBATE COMPUTATION PERFORMED

Schedule K (Form 990) 2019

Additional Data

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Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No
(1) MICHAEL V SACK	FORMER OFFICER	ARM'S LENGTH NEGOTIATED BENEFIT		X	132,500	6,797,284		No	Yes		Yes





Total ............... $						6,797,284

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2019

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	Yes	No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 6	MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION IS THE SOLE CORPORATE MEMBER OF MELROSEWAKEFIELD HEALTHCARE, INC.
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD OF TRUSTEES CONSISTS OF THOSE PERSONS THAT SERVE ON THE BOARD OF TRUSTEES OF MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION. WELLFORCE, INC., AS SOLE MEMBER OF MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION, HAS THE POWER TO APPOINT MELROSEWAKEFIELD HEALTHCARE PARENT TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7B	MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION HAS CERTAIN RIGHTS TO APPROVE DECISIONS OF THE BOARD AS REQUIRED BY THE ORGANIZATION'S ARTICLES AND BYLAWS AND LAWS OF THE COMMONWEALTH OF MASSACHUSETTS.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 WAS REVIEWED BY MANAGEMENT AND PROVIDED TO THE GOVERNING BODY PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY THE GOVERNING BODY AND KEY EMPLOYEES ARE SENT THE POLICY AND REQUIRED TO COMPLETE A DISCLOSURE FORM THAT IS SUBMITTED TO THE OFFICE OF GENERAL COUNSEL FOR REVIEW. THE CONTENTS OF THE DISCLOSURES AND ACTIONS NECESSARY TO ADDRESS CONFLICTS ARE REVIEWED WITH THE CHAIR OF THE GOVERNING BOARD AND ITS PRESIDENT.
FORM 990, PART VI, SECTION B, LINE 15	ANNUALLY, THE HUMAN RESOURCES COMMITTEE OF THE ORGANIZATION COMPRISED OF INDEPENDENT DIRECTORS, REVIEWS THE COMPENSATION OF THE PRESIDENT AND EXECUTIVE LEADERSHIP TEAM USING DATA FROM AN INDEPEDENT THIRD PARTY. COMPENSATION IS PAID BY A RELATED CORPORATION.
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE OFFICE OF THE GENERAL COUNSEL. THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE ALSO MADE AVAILABLE TO THE PUBLIC ON THE WEBSITE OF THE PUBLIC CHARITIES DIVISION OF MASSACHUSETTS ATTORNEY GENERAL.
FORM 990, PART XI, LINE 9:	PENSION LIABILITY ADJUSTMENT 1,391,522. NET ASSETS RELEASED FROM RESTRICTIONS- OPERATIONS -608,442. NET DISTRIBUTIONS TO AFFILIATES -27,075,527. HOSPITAL AUXILIARY, NET CHANGE -1,557. FRIENDS OF LMH, NET CHANGE -2,682.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

MELROSEWAKEFIELD HEALTHCARE INC

Employer identification number

04-2767880

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) MELROSEWAKEFIELD HEALTHCARE AUXILIARY 170 GOVERNORS AVENUE MEDFORD,MA02155 04-2767880	GIFT SHOP	MA	112,165	9,133	MELROSEWAKEFIELD HEALTHCARE INC
(2) MELROSEWAKEFIELD HEALTHCARE FRIENDS OF LMH 170 GOVERNORS AVENUE MEDFORD,MA02155 04-2767880	GIFT SHOP	MA	87,975	12,381	MELROSEWAKEFIELD HEALTHCARE INC

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)HALLMARK HEALTH MEDICAL ASSOCIATES INC 170 GOVERNORS AVE MEDFORD,MA02155 04-3140938	MD OFFICES	MA	501(C)(3)	LINE 10	MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	Yes
(2)LM LONG TERM CARE SERVICES INC 170 GOVERNORS AVE MEDFORD,MA02155 04-2938772	LONG-TERM CARE	MA	501(C)(3)	LINE 12B, II	MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	Yes
(3)SAVIN LONG TERM CARE CORPORATION 170 GOVERNORS AVE MEDFORD,MA02155 04-3012616	LONG-TERM CARE	MA	501(C)(3)	LINE 10	MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	Yes
(4)HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE INC 178 SAVIN ST SUITE 300 MALDEN,MA02148 04-2437064	VISITING NURSE	MA	501(C)(3)	LINE 10	MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	Yes
(5)HALLMARK HEALTH PROPERTIES 170 GOVERNORS AVE MEDFORD,MA02155 22-2580542	PROPERTY	MA	501(C)(3)	LINE 12B, II	MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	Yes
(6)MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION 170 GOVERNORS AVE MEDFORD,MA02155 04-2103587	PARENT	MA	501(C)(3)	LINE 12A, I	WELLFORCE INC	Yes
(7)THE LOWELL GENERAL HOSPITAL 295 VARNUM AVENUE LOWELL,MA01854 04-2103590	HEALTH CARE	MA	501(C)(3)	LINE 3	CIRCLE HEALTH INC	Yes
(8)CIRCLE HEALTH PHYSICIANS INC 295 VARNUM AVENUE LOWELL,MA01854 27-3902914	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	CIRCLE HEALTH INC	Yes
(9)LGH PHYSICIAN ASSOCIATES INC ONE HOSPITAL DRIVE LOWELL,MA01852 04-3190747	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	CIRCLE HEALTH PHYSICIANS INC	Yes
(10)CIRCLE HEALTH INC 295 VARNUM AVENUE LOWELL,MA01854 22-2579798	PARENT/SUPPORTING ORGANIZATION	MA	501(C)(3)	LINE 12B, II	WELLFORCE INC	Yes
(11)WELLFORCE INC 1600 DISTRICT AVE SUITE 125 BURLINGTON,MA01803 45-2250732	PARENT/SUPPORTING ORGANIZATION	MA	501(C)(3)	LINE 12A, I	N/A		No
(12)CNS NURSING HOME CARE INC 847 ROGERS STREET SUITE 201 LOWELL,MA01852 37-1836433	HOME CARE SERVICES	MA	501(C)(3)	LINE 10	CIRCLE HOME INC	Yes
(13)CIRCLE HOME INC 847 ROGERS STREET SUITE 201 LOWELL,MA01852 04-2103812	HOME CARE SERVICES	MA	501(C)(3)	LINE 10	CIRCLE HEALTH INC	Yes
(14)TUFTS MEDICAL CENTER PARENT INC 800 WASHINGTON STREET BOSTON,MA02111 04-2810022	FUNDRAISING, ADMIN. PLANNING & OTHER ACTIVITIES	MA	501(C)(3)	LINE 12B, II	WELLFORCE INC	Yes
(15)TUFTS MEDICAL CENTER INC 800 WASHINGTON STREET BOSTON,MA02111 04-3400617	HOSPITAL SERVICES	MA	501(C)(3)	LINE 3	TUFTS MEDICAL CENTER PARENT INC	Yes
(16)TUFTS MEDICAL CENTER REAL ESTATE COMPANY INC 800 WASHINGTON STREET BOSTON,MA02111 04-2772654	ACQUIRING REAL PROPERTY	MA	501(C)(3)	LINE 12B, II	TUFTS MEDICAL CENTER PARENT INC	Yes
(17)NEW ENGLAND LONG-TERM CARE INC 800 WASHINGTON STREET BOSTON,MA02111 04-2912578	PEDIATRIC LONG-TERM CARE FACILITY	MA	501(C)(3)	LINE 3	TUFTS MEDICAL CENTER PARENT INC	Yes
(18)NEW ENGLAND QUALITY CARE ALLIANCE INC 800 WASHINGTON STREET BOSTON,MA02111 04-3040427	MEDICAL PROGRAMS & SERVICES	MA	501(C)(3)	LINE 12B, II	TUFTS MEDICAL CENTER PARENT INC	Yes
(19)NEQCA ACCOUNTABLE CARE INC 325 WOOD RD SUITE 210 BRAINTREE,MA02184 80-0824142	ACO	MA	501(C)(3)	LINE 7	NEW ENGLAND QUALITY CARE ALLIANCE INC	Yes
(20)TUFTS MEDICAL CENTER COMMUNITY CARE INC 325 WOOD RD SUITE 210 BRAINTREE,MA02184 47-3046563	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PARENT INC	Yes
(21)THE CAMERON M NEELY FOUNDATION 800 WASHINGTON STREET BOSTON,MA02111 04-3265628	CHARITABLE	MA	501(C)(3)	LINE 7	TUFTS MEDICAL CENTER PARENT INC	Yes
(22)HEART CENTER OF METROWEST INC 99 LINCOLN STREET FRAMINGHAM,MA01702 03-0390670	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(23)PRATT ANESTHESIOLOGY ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3418395	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(24)PRATT MEDICAL AND SURGICAL ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148397	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(25)PRATT NEUROLOGY ASSOICATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148384	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(26)PRATT OBGYN ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148385	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(27)PRATT OPHTHALMOLOGY ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148392	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(28)PRATT ORTHOPEDIC ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 20-5129051	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(29)PRATT OTOLARYNGOLOGY 800 WASHINGTON STREET BOSTON,MA02111 04-3148381	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(30)PRATT PATHOLOGY ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148393	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(31)PRATT PEDIATRIC ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148394	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(32)PRATT PSYCHIATRIC ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148387	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(33)PRATT RADIOLOGY ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148388	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(34)PRATT RADIATION ONCOLOGY ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148389	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(35)PRATT REHABILITATION MEDICINCE 800 WASHINGTON STREET BOSTON,MA02111 04-3148378	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(36)PRATT SURGICAL ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148376	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(37)PRATT UROLOGY ASSOCIATES INC 800 WASHINGTON STREET BOSTON,MA02111 04-3148379	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(38)NEW ENGLAND MEDICAL CENTER 800 WASHINGTON STREET BOSTON,MA02111 04-3096445	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(39)PRATT MEDICAL GROUP INC 800 WASHINGTON STREET BOSTON,MA02111 04-2743894	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes
(40)TUFTS MEDICAL CENTER PHYSICIANS ORG INC 800 WASHINGTON STREET BOSTON,MA02111 04-3044706	ADMIN.	MA	501(C)(3)	LINE 12B, II	TUFTS MEDICAL CENTER PARENT INC	Yes
(41)CARDIOVASCULAR CENTER AT TUFTS MEDICAL CENTER INC 800 WASHINGTON STREET BOSTON,MA02111 82-3315703	MEDICAL SERVICES	MA	501(C)(3)	LINE 10	TUFTS MEDICAL CENTER PHYSICIANS ORG INC	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) HALLMARK HEALTH INVESTMENTS LLC 170 GOVERNORS AVENUE MEDFORD,MA02155 02-0657666	INVESTMENT	MA	MELROSEWAKEFIELD HEALTHCARE INC	EXCLUDED	8,379,721	137,071,776		No			No	78.080 %
(2) MONTVALE PETCT LLC 100 BAYVIEW CIRCLE SUITE 400 NEWPORT BEACH,CA92660 27-0325022	CAT SCAN	CA	MELROSEWAKEFIELD HEALTHCARE INC	RELATED	174,100	103,868		No			No	50.000 %
(3) CIRCLE HEALTH ALLIANCE LLC 295 VARNUM AVE LOWELL,MA01854 80-0782682	ACCOUNTABLE CARE ORGANIZATION	MA	CIRCLE HEALTH INC	RELATED				No			No
(4) SHIELDS-TUFTS MEDICAL CENTER IMAGING MANAGEMENT LLC 800 WASHINGTON STREET BOSTON,MA02111 32-0558307	MEDICAL SERVICES (MRI)	MA	TUFTS MEDICAL CENTER INC	RELATED				No			No
(5) MEDFORD LAWRENCE REAL ESTATE LLC 55 CHRISTYS DRIVE BROCKTON,MA02301 32-0553759	MEDICAL OFFICE BUILDING	MA	MELROSEWAKEFIELD HEALTHCARE INC	RELATED				No			No	55.000 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets		Yes	No
(1) HALLMARK HEALTH ENTERPRISES INC 585 LEBANON STREET MELROSE,MA02176 04-2475660	OTHER HEALTH SERVICES	MA	MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	C				Yes
(2) LAWRENCE MELROSE MEDICAL ELECTRONICS RECORD INC 170 GOVERNORS AVE MEDFORD,MA02155 42-1685777	ELECTRONIC MEDICAL RECORDS	MA	MELROSEWAKEFIELD HEALTHCARE INC	C			50.000 %		No
(3) HALLMARK HEALTH PHO INC 170 GOVERNORS AVE MEDFORD,MA02155 46-1134759	PHYSICIAN HOSPITAL ORGANIZATION	MA	MELROSEWAKEFIELD HEALTHCARE INC	C			50.000 %		No
(4) LGH SERVICES INC 295 VARNUM AVENUE LOWELL,MA01854 04-2854673	MEDICAL SERVICES	MA	CIRCLE HEALTH INC	C				Yes
(5) LGH MEDICAL BUILDING SERVICES INC 295 VARNUM AVENUE LOWELL,MA01854 04-3058954	MEDICAL OFFICE BUILDING	MA	LGH SERVICES INC	C				Yes
(6) LGH MANAGEMENT SERVICES INC 295 VARNUM AVENUE LOWELL,MA01854 04-2919244	MEDICAL SERVICES	MA	LGH SERVICES INC	C				Yes
(7) LGH MEDICAL SERVICES INC 295 VARNUM AVENUE LOWELL,MA01854 26-1889904	MEDICAL SERVICES	MA	LGH SERVICES INC	C				Yes
(8) TUFTS MEDICAL CENTER INDEMNITY CO LTD 800 WASHINGTON STREET BOSTON,MA02111 98-0444573	CAPTIVE INSURANCE	CJ	TUFTS MEDICAL CENTER INC	C				Yes

Schedule R (Form 990) 2019

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE INC	J	164,568	FAIR MARKET VALUE
(2) HALLMARK HEALTH MEDICAL ASSOCIATES INC	J	770,406	FAIR MARKET VALUE
(3) HALLMARK HEALTH PROPERTIES INC	K	345,801	FAIR MARKET VALUE
(4) MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	K	1,287,612	FAIR MARKET VALUE
(5) HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE INC	L	244,824	COST & TIME ALLOCATION
(6) MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	L	686,504	COST & TIME ALLOCATION
(7) HALLMARK HEALTH PROPERTIES INC	L	142,560	COST & TIME ALLOCATION
(8) HALLMARK HEALTH MEDICAL ASSOCIATES INC	L	1,303,051	COST & TIME ALLOCATION
(9) MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	M	5,542,942	COST & TIME ALLOCATION
(10) HALLMARK HEALTH MEDICAL ASSOCIATES INC	M	204,553	COST & TIME ALLOCATION
(11) HALLMARK HEALTH PROPERTIES INC	R	165,960	AUDITED BOOK VALUE
(12) HALLMARK HEALTH MEDICAL ASSOCIATES INC	R	22,110,887	AUDITED BOOK VALUE
(13) WELLFORCE INC	R	4,798,679	AUDITED BOOK VALUE
(14) HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE INC	L	58,152	COST & TIME ALLOCATION
(15) HALLMARK HEALTH PROPERTIES INC	E	137,444	AUDITED BOOK VALUE
(16) MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION	D	592,285	AUDITED BOOK VALUE
(17) HALLMARK HEALTH MEDICAL ASSOCIATES INC	D	1,554,485	AUDITED BOOK VALUE
(18) HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE INC	D	200,085	AUDITED BOOK VALUE
(19) TUFTS MEDICAL CENTER INDEMNITY CO LTD	D	5,472,072	AUDITED BOOK VALUE
(20) LM LONG TERM CARE CORPORATION	E	2,899,796	AUDITED BOOK VALUE
(21) SAVIN LONG TERM CARE CORPORATION	E	1,406,130	AUDITED BOOK VALUE
(22) TUFTS MEDICAL CENTER PHYSICIANS ORG	E	72,229	AUDITED BOOK VALUE
(23) CIRCLE HEALTH INC	E	237,440	AUDITED BOOK VALUE
(24) WELLFORCE INC	E	281,539	AUDITED BOOK VALUE

Schedule R (Form 990) 2019

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO OPERATE HOSPITALS WITH 24 HOUR ER SERVICES ON TWO CAMPUSES ALONG WITH A HOSPITAL SCHOOL OF NURSING. MELROSEWAKEFIELD HEALTHCARE PROVIDES INPATIENT AND OUTPATIENT MEDICAL CARE AND ANCILLARY MEDICAL SERVICES AND TESTING.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	2,614
6	Total number of volunteers (estimate if necessary) .............	6	180
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	1,166,772
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	329,089

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,863,704	3,536,561
9	Program service revenue (Part VIII, line 2g) .........	251,884,772	240,588,376
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	13,068,515	9,364,352
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,436,988	2,013,166
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	271,253,979	255,502,455
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	152,355,870	132,420,973
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	108,472,077	101,116,564
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	260,827,947	233,537,537
19	Revenue less expenses. Subtract line 18 from line 12.......	10,426,032	21,964,918
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	319,199,641	294,461,064
21	Total liabilities (Part X, line 26).............	163,241,193	144,109,400
22	Net assets or fund balances. Subtract line 21 from line 20.....	155,958,448	150,351,664

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 182,031,994 including grants of $ ) (Revenue $ 239,421,604 )
	OPERATED HOSPITALS WITH 24 HR ER SERVICES ON TWO CAMPUSES ALONG WITH A HOSPITAL SCHOOL OF NURSING. MELROSEWAKEFIELD HEALTHCARE PROVIDED INPATIENT AND OUTPATIENT MEDICAL, SURGICAL AND PSYCHIATRIC CARE. ANCILLARY MEDICAL SERVICES AND TESTING WERE ALSO PROVIDED ON AN INPATIENT AND OUTPATIENT BASIS IN AREAS SUCH AS LABORATORY, RADIOLOGY, EKG, EEG, PHARMACY, NUCLEAR MEDICINE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, RESPIRATORY THERAPY AND I.V. THERAPY.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses182,031,994

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	3,136,080	3,406,624	316,930

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	235,739
d	Related organizations		1d
e	Government grants (contributions)		1e	1,674,501

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,626,321

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		3,536,561

		Business Code
2a	MEDICAL SERVICES	622110	239,247,504	239,247,504
b	MEDICAL STAFF & SUPPORT SERVICES	541900	1,166,772		1,166,772
c	MONTVALE PET/CT K1	621512	174,100	174,100
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		240,588,376

3 Investment income (including dividends, interest, and othersimilar amounts) ......			5,632,382			5,632,382
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		2,030,188	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		2,030,188	6c
d	Net rental income or (loss).......			2,030,188			2,030,188
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		68,817,482	7a
b	Less: cost or other basis and sales expenses		65,085,512	7b
c	Gain or (loss)		3,731,970	7c
d	Net gain or (loss).........			3,731,970			3,731,970
8a	Gross income from fundraising events (not including $ 235,739of contributions reported on line 1c). See Part IV, line 18 ....
			8a	84,075
b	Less: direct expenses ...		8b	101,097
c	Net income or (loss) from fundraising events..			-17,022			-17,022
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			255,502,455	239,421,604	1,166,772	11,377,518

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	522,747		522,747
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	109,934,140	92,469,260	17,464,880
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	2,138,320	1,699,108	439,212
9	Other employee benefits .......	11,488,675	8,808,958	2,679,717
10	Payroll taxes ...........	8,337,091	6,624,653	1,712,438
11	Fees for services (non-employees):
a	Management ......	11,042,630	5,295,115	5,747,515
b	Legal .........	463,159		463,159
c	Accounting ...........	289,923		289,923
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	17,237,241	14,021,272	3,215,969
12	Advertising and promotion ....	1,375,364	79,074	1,296,290
13	Office expenses .......	35,086,606	30,616,504	4,470,102
14	Information technology ......	4,378,533		4,378,533
15	Royalties ..
16	Occupancy ...........	9,547,328	7,151,418	2,395,910
17	Travel ............	104,501	27,620	76,881
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	111,957	57,146	54,811
20	Interest ...........	2,659,682	1,994,762	664,920
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	15,094,164	11,320,623	3,773,541
23	Insurance ...	695,296		695,296
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	DUES	1,378,840	688,496	690,344
b	MINOR EQUIPMENT	411,877	388,193	23,684
c	BOND & BANK FINANCE CHG	245,264	245,264
d	LICENSES	196,267	122,795	73,472
e	All other expenses	797,932	421,733	376,199
25	Total functional expenses. Add lines 1 through 24e	233,537,537	182,031,994	51,505,543	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			4,472,096	1	494,263
2	Savings and temporary cash investments .........			12,669,858	2	9,679,209
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			25,884,172	4	25,280,185
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				7,969,764	5	6,797,284
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			2,552,539	8	2,260,900
9	Prepaid expenses and deferred charges ......			2,985,003	9	3,037,941
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	415,801,677
b	Less: accumulated depreciation	10b	343,932,980	76,139,129	10c	71,868,697
11	Investments—publicly traded securities .			155,198,255	11	148,218,829
12	Investments—other securities. See Part IV, line 11 .....			10,774,187	12	10,881,680
13	Investments—program-related. See Part IV, line 11 ..			410,305	13	1,921,511
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			20,144,333	15	14,020,565
16	Total assets. Add lines 1 through 15 (must equal line 33)...			319,199,641	16	294,461,064

17	Accounts payable and accrued expenses .....	37,218,823	17	33,854,289
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........	98,456,589	20	88,380,747
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	27,565,781	25	21,874,364
26	Total liabilities. Add lines 17 through 25..	163,241,193	26	144,109,400

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	155,958,448	32	150,351,664
33	Total liabilities and net assets/fund balances ........	319,199,641	33	294,461,064