Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 10-01-2021 , and ending 09-30-2022
BCheck if applicable:
CName of organization
UMass Memorial Health Care Inc Affiliates
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
100 Front St Suite 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Worcester, MA01608
D Employer identification number

91-2155626
E Telephone number

G Gross receipts $ 3,519,196,202
F Name and address of principal officer:
Sergio Melgar
100 Front St Suite 200
Worcester,MA01608
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.UMMHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions. Click to see attachment
H(c)
Group exemption number MediumBullet3642
K Form of organization:  
L Year of formation:  
M State of legal domicile:
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 187
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 104
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 17,297
6 Total number of volunteers (estimate if necessary) ............. 6 722
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 11,380,313
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 6,415,936
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 90,543,241 60,393,822
9 Program service revenue (Part VIII, line 2g) ......... 2,998,501,861 3,422,741,691
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 17,805,940 18,844,346
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,881,310 10,553,372
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,115,732,352 3,512,533,231
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 10,149,217 8,797,028
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,428,754,093 1,612,783,815
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,646,609    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,578,666,723 1,864,458,178
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,017,570,033 3,486,039,021
19 Revenue less expenses. Subtract line 18 from line 12....... 98,162,319 26,494,210
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,350,649,727 2,340,205,698
21 Total liabilities (Part X, line 26)............. 1,391,784,997 1,511,738,538
22 Net assets or fund balances. Subtract line 21 from line 20..... 958,864,730 828,467,160
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,988,028,093 including grants of $ 1,989,108 ) (Revenue $ 2,208,588,881 )
UMASS MEMORIAL MEDICAL CENTER UMASS MEMORIAL MEDICAL CENTER IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH. UMASS MEMORIAL MEDICAL CENTER DOES THIS BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF CENTRAL NEW ENGLAND WITHOUT REGARD TO THEIR ABILITY TO PAY. FY 2022 KEY STATISTICS - TOTAL DISCHARGES: 35,939 TOTAL SURGICAL ENDOSCOPY CASES: 46,363 TOTAL ER VISITS: 123,820
4b (Code:   ) (Expenses $ 583,143,473 including grants of $ 6,612,750 ) (Revenue $ 480,630,402 )
UMASS MEMORIAL MEDICAL GROUP THE UMASS MEMORIAL MEDICAL GROUP IS A MULTISPECIALTY GROUP PRACTICE OF PHYSICIANS WHOSE MISSION AND PURPOSE IS TO SUPPORT THE CLINICAL, EDUCATIONAL, RESEARCH AND COMMUNITY SERVICE MISSIONS OF UMASS MEMORIAL HEALTH CARE AND UMASS MEMORIAL MEDICAL CENTER. UMASS MEMORIAL MEDICAL GROUP ACCOMPLISHES THIS MISSION BY PROVIDING MEDICAL CARE TO RESIDENTS OF CENTRAL NEW ENGLAND WITHOUT REGARD TO THEIR ABILITY TO PAY.
4c (Code:   ) (Expenses $ 293,212,989 including grants of $ 186,455 ) (Revenue $ 414,421,902 )
OTHER UMASS MEMORIAL ENTITIES - UMASS MEMORIAL HAS A NUMBER OF SUBSIDIARY ENTITIES THAT FUNCTION PRIMARILY TO DELIVER HEALTH CARE TO PATIENTS OR TO SUPPORT THE DELIVERY OF HEALTH CARE TO PATIENTS OF UMASS MEMORIAL. THEY ACCOMPLISH THIS THROUGH THE DELIVERY OF HEALTH CARE SERVICES WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. THEY ALSO ACCOMPLISH THIS BY PROVIDING SUPPORT, OR PATIENT ADVOCACY SERVICES TO THE PATIENTS OF UMASS MEMORIAL, CENTRAL NEW ENGLAND, AND OTHER GEOGRAPHIES.
(Code:   ) (Expenses $ 290,933,010 including grants of $ 8,715 ) (Revenue $ 307,746,918 )
UMASS MEMORIAL COMMUNITY HOSPITALS THE UMASS MEMORIAL COMMUNITY HOSPITALS (CLINTON HOSPITAL, HEALTH ALLIANCE HOSPITALS, INC., MARLBOROUGH HOSPITAL) ARE COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF THE COMMUNITIES THAT THEY SERVE THROUGH EXCELLENCE IN CLINICAL CARE AND SERVICE. EACH OF THESE HOSPITALS ACCOMPLISHES THIS GOAL BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF THEIR COMMUNITIES WITHOUT REGARD TO THEIR ABILITY TO PAY. FY 2022 KEY STATISTICS - TOTAL DISCHARGES: 10,147 TOTAL SURGICAL ENDOSCOPY CASES: 11,161 TOTAL ER VISITS: 79,852
4d Other program services (Describe in Schedule O.)
(Expenses $ 290,933,010 including grants of $ 8,715 ) (Revenue $ 307,746,918 )
4e Total program service expensesMediumBullet3,155,317,565
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
650
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
17,297
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
187
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
104
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
 
No
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA , NH
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBrian Huggins306 Belmont Street   Worcester,MA01604 (508) 334-0252
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANN K MOLLOY
 
VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL
 1.0
.................
0 		X   X       0 0 0
(2) CHERYL LAPRIORE
 
PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS
 5.0
.................
40.0 		X   X       0 601,952 91,343
(3) DOUGLAS S BROWN
 
Secretary, UMM Medical Center, Inc., Officer Director Various
 5.0
.................
40.0 		X   X       0 1,157,049 264,273
(4) EDWARD MOORE
 
PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER DIRECTOR VARIOUS
 40.0
.................
5.0 		X   X       1,870,690 0 52,120
(5) ERIC W DICKSON MD
 
President CEO, UMMHC, Inc. Affiliates, Director various
 5.0
.................
40.0 		X   X       0 2,538,486 547,436
(6) JAMES WADDICK
 
CHAIRPERSON, DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR VARIOUS
 1.0
.................
0 		X   X       0 0 0
(7) JOHN GREENWOOD
 
PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 40.0
.................
5.0 		X   X       527,189 0 145,027
(8) JOHN SHEA ESQ
 
CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS
 1.0
.................
0 		X   X       0 0 0
(9) LYNDA M YOUNG MD
 
CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS
 1.0
.................
1.0 		X   X       0 0 0
(10) MICHAEL D MURPHY
 
CHAIRPERSON, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS
 1.0
.................
0 		X   X       0 0 0
(11) MICHAEL GUSTAFSON MD
 
PRESIDENT, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS
 40.0
.................
5.0 		X   X       1,498,616 0 311,143
(12) MICHAEL MAHAN
 
CHAIRPERSON, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC., Director various
 1.0
.................
0 		X   X       0 0 0
(13) MICHELE STREETER
 
TREASURER UNTIL 9/2022, UMM MEDICAL GROUP, INC. DIRECTOR VARIOUS
 20.0
.................
5.0 		X   X       751,129 0 96,663
(14) PAUL KANGAS
 
CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS
 1.0
.................
0 		X   X       0 0 0
(15) RENEE MIKITARIAN-BRADLEY
 
PRESIDENT, DIRECTOR, UMM REALTY, INC.
 5.0
.................
40.0 		X   X       0 196,318 59,727
(16) RICHARD SIEGRIST
 
CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC
 1.0
.................
1.0 		X   X       0 0 0
(17) ROBERT J PAULHUS JR
 
INTERIM CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR VARIOUS
 1.0
.................
0 		X   X       0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SERGIO MELGAR
 
EVP/CFO/Treasurer, UMM Health Care, Inc. Officer/DIR Various
 5.0
.......................40.0 		X   X       0 1,376,573 186,095
(19) STEPHEN E TOSI MD
 
PRESIDENT UNTIL FY2021, UMM MEDICAL GROUP, INC., DIRECTOR, UMM ACO, INC.
 24.0
.......................0.0 		X   X       0 654,762 40,429
(20) STEVEN ROACH
 
PRESIDENT, DIR., CNEHA, INC. MARLBOROUGH HOSP., OFF. DIR. VARIOUS
 40.0
.......................5.0 		X   X       691,804 0 137,194
(21) ALAN P BROWN MD
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various
 30.0
.......................0 		X           212,928 0 33,031
(22) AMY GRASSETTE
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various
 1.0
.......................0 		X           0 0 0
(23) ANTHONY J DETARANDO
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(24) BARBARA KUPFER
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 1.0
.......................0 		X           0 0 0
(25) BENCY LOUIDOR-PAULYNICE MD
 
DIRECTOR UNTIL 9/2022, UMM MEDICAL GROUP, INC.
 40.0
.......................0 		X           195,139 0 57,019
(26) BHALCHANDRA PARULKAR MD
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(27) BRIAN BOUVIER
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(28) CARLOS NICOLAS FORMAGGIA ESQ
 
DIRECTOR UNTIL 9/2022, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various
 1.0
.......................0 		X           0 0 0
(29) CELESTE STRAIGHT MD
 
DIRECTOR, UMM MEDICAL GROUP, INC.
 40.0
.......................0 		X           289,930 0 116,659
(30) CHARLES CAVAGNARO MD
 
DIRECTOR, MARLBOROUGH HOSPITAL, Director various
 40.0
.......................0 		X           524,199 0 18,925
(31) CHRISTOPHER MARSHALL MD
 
DIRECTOR, UMM MEDICAL GROUP, INC.
 36.0
.......................0 		X           617,069 0 44,218
(32) DAVID L BENNETT
 
DIRECTOR, UMM MEDICAL CENTER, INC., Director various
 1.0
.......................1.0 		X           0 0 0
(33) DAVID WALTON
 
DIRECTOR UNTIL 9/2022, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(34) DEBORAH BOYD
 
VICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(35) DEBRA TWEHOUS MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 38.0
.......................0 		X           241,780 0 50,615
(36) DIANE MCKEE MD
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various
 1.0
.......................0 		X           0 0 0
(37) DIX F DAVIS
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director various
 1.0
.......................0 		X           0 0 0
(38) DONATA MARTIN
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various
 1.0
.......................0 		X           0 0 0
(39) ELLEN DORIAN
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(40) ELVIRA GUARDIOLA
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(41) EVAN BENJAMIN MD
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(42) FRANCESCO AIELLO MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 28.0
.......................0 		X           488,730 0 42,853
(43) FRANCIS SWEENEY MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 1.0
.......................0 		X           0 0 0
(44) FRANK POWERS MD
 
DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC
 1.0
.......................0 		X           0 0 0
(45) FREDERICK G CROCKER
 
DIRECTOR, UMM HEALTH VENTURES, INC.
 1.0
.......................0 		X           0 0 0
(46) GERALDINE VAUGHAN
 
TREASURER, UMM MEDICAL GROUP, INC.
 40.0
.......................5.0 		X           171,217 0 7,590
(47) GERARD P RICHER
 
DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(48) GINA PLATA-NINO
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(49) J CHRISTOPHER CUTLER FACHE
 
DIRECTOR UNTIL 9/2022, UMM MEDICAL GROUP, INC.
 1.0
.......................0 		X           0 0 0
(50) JACK WILSON PHD
 
DIRECTOR, UMM COMMUNITY HOSPITALS, INC.
 1.0
.......................0 		X           0 0 0
(51) JAMES FAUST MD
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(52) JAMES LEARY
 
DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS
 5.0
.......................40.0 		X           0 317,216 83,872
(53) JEAN KING PHD
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(54) JEAN MCMURRAY
 
DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOUS
 1.0
.......................1.0 		X           0 0 0
(55) JENNIFER REIDY MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 36.0
.......................0 		X           245,788 0 50,792
(56) JIM NOTARO
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various
 1.0
.......................0 		X           0 0 0
(57) JOANNE JOHNSON
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various
 1.0
.......................0 		X           0 0 0
(58) JOHN BUDD
 
DIRECTOR UNTIL 9/2022, UMM HEALTH VENTURES, INC.
 1.0
.......................0 		X           0 0 0
(59) JOHN GOBRON
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(60) JOHN M MCGLONE
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(61) JOHN TUMOLO MD
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(62) JORDAN EISENSTOCK MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 1.0
.......................0 		X           4,952 0 585
(63) JOSE DINGUI
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(64) JOSEPH G LEANDRES
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(65) KATHLEEN CHARETTE
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(66) KEITH REARDON
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various
 1.0
.......................0 		X           0 0 0
(67) KEVIN REED
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director various
 1.0
.......................0 		X           0 0 0
(68) KIMBERLY EISENSTOCK MD
 
DIRECTOR, MARLBOROUGH HOSPITAL
 40.0
.......................0 		X           334,134 0 54,631
(69) KIMBERLY GAIL WATSON EBB MD
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various
 40.0
.......................0 		X           419,954 0 52,858
(70) KIMBERLY ROBINSON MD
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(71) KIMBERLY SALMON
 
DIRECTOR, UMM MEDICAL GROUP, INC.
 1.0
.......................0 		X           0 0 0
(72) KIMBERLY YONKERS MD
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various
 20.0
.......................0 		X           313,968 0 49,392
(73) LALITA MATTA MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 1.0
.......................0 		X           60,158 0 0
(74) LESLIE BOVENZI
 
DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS
 1.0
.......................1.0 		X           0 0 0
(75) LISA COLOMBO
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(76) LUIS J MASEDA
 
DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(77) MARK JOHNSON MD
 
DIRECTOR UNTIL 9/2022, UMM MEDICAL CENTER, INC.
 28.0
.......................5.0 		X           979,552 0 124,904
(78) MARK PALMERINO
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(79) MARY E MALONEY MD
 
DIRECTOR, UMM MEDICAL GROUP, INC.
 28.0
.......................0 		X           468,317 0 65,575
(80) MATTHEW J TRAINOR MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 38.0
.......................0 		X           344,146 0 54,717
(81) MAX ROSEN MD
 
DIRECTOR, UMM MEDICAL GROUP, INC.
 25.0
.......................0 		X           507,202 0 32,092
(82) MICHAEL COLLINS MD
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(83) MICHAEL ENGEL
 
DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOUS
 1.0
.......................1.0 		X           0 0 0
(84) MICHAEL F O'BRIEN
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(85) MICHAEL RIVARD
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various
 1.0
.......................0 		X           0 0 0
(86) MICHAEL W AMES
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various
 1.0
.......................0 		X           0 0 0
(87) NANCY KANE
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(88) NATALIE STANLEY DMD
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(89) PETER KNOX
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(90) PHILIP E PURCELL
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(91) RACHEL LOPEZ
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director various
 1.0
.......................0 		X           0 0 0
(92) RANDALL V BECKER
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(93) RAYMOND PAWLICKI
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(94) RICARDO BELLO MD
 
DIRECTOR, UMM MEDICAL GROUP, INC.
 30.0
.......................0 		X           512,080 0 81,252
(95) RICHARD K BENNETT
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(96) ROBERT BABINEAU JR MD
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various
 40.0
.......................0 		X           404,999 0 52,925
(97) ROBERT FISHMAN DO FACP
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 1.0
.......................0 		X           0 0 0
(98) ROBERT MUENZBERG JR
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(99) ROSEMARY THOMSEN
 
DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS
 1.0
.......................1.0 		X           0 0 0
(100) SARAI RIVERA
 
DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS
 1.0
.......................0 		X           0 0 0
(101) STEVEN KERRIGAN
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 40.0
.......................0 		X           0 0 0
(102) SUSAN MAILMAN
 
DIRECTOR, UMM MEDICAL CENTER, INC.
 1.0
.......................1.0 		X           0 0 0
(103) TAMMY GRAVEL
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various
 1.0
.......................0 		X           0 0 0
(104) TERENCE FLOTTE MD
 
DIRECTOR, UMM MEDICAL CENTER, INC., Director various
 1.0
.......................1.0 		X           0 0 0
(105) THERESE DAY
 
DIRECTOR, UMM HEALTH VENTURES, INC.
 40.0
.......................5.0 		X           532,763 0 129,502
(106) VALERIE ZOLEZZI-WYNDHAM
 
DIRECTOR, UMM MEDICAL GROUP, INC.
 1.0
.......................0 		X           0 0 0
(107) VIBHA SHARMA MD
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(108) WILLIAM CORBETT MD
 
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various
 40.0
.......................5.0 		X           1,747,029 0 86,239
(109) WILLIAM FISHER
 
DIRECTOR, MARLBOROUGH HOSPITAL
 1.0
.......................0 		X           0 0 0
(110) WILLIAM MCGRAIL ESQ
 
DIRECTOR, UMM COMMUNITY HOSPITALS, INC.
 1.0
.......................0 		X           0 0 0
(111) XIMENA M CASTRO MD
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various
 40.0
.......................0 		X           388,450 0 39,093
(112) ANN-MARIA D'AMBRA
 
ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL
 40.0
.......................0 		    X       55,377 0 28,608
(113) FRANCIS W SMITH
 
Secretary, UMM Medical Group, Inc., Officer various
 5.0
.......................40.0 		    X       0 354,621 63,050
(114) JEANNE SHIRSHAC
 
TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
 5.0
.......................40.0 		    X       0 363,467 93,810
(115) JENNIFER COLE
 
ASSISTANT CLERK UNTIL 9/2022, COMMUNITY HEALTHLINK, INC.
 40.0
.......................0 		    X       52,945 0 1,258
(116) JOHN GLASSBURN
 
Secretary, UMM Community Hospitals, Inc., Officer Various
 5.0
.......................40.0 		    X       0 236,276 52,305
(117) KATHARINE BOLLAND ESHGHI
 
ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC.
 5.0
.......................40.0 		    X       0 636,959 166,681
(118) LATAMARA LUNDI
 
PRESIDENT, COMMUNITY HEALTHLINK, INC
 40.0
.......................5.0 		    X       342,081 0 51,758
(119) MAUREEN CROTEAU
 
ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS
 40.0
.......................0 		    X       78,872 0 30,343
(120) MELLISA ROSSI
 
ASSISTANT SECRETARY, UMM HARRINGTON HOSPITAL INC. OFFICER VARIOUS
 1.0
.......................0 		    X       0 0 0
(121) SHLOMIT SCHAAL MD
 
PRESIDENT, UMM MEDICAL GROUP, INC.
 32.0
.......................0 		    X       708,251 0 58,959
(122) STEVEN MCCUE
 
ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.
 40.0
.......................0 		    X       410,052 0 59,849
(123) TAMMY HANEY
 
ASSISTANT CLERK, COMMUNITY HEALTHLINK, INC.
 1.0
.......................0 		    X       0 0 0
(124) THOMAS SULLIVAN
 
TREASURER UNTIL 9/2022, UMMH - HARRINGTON HOSPTIAL, INC. OFFICER VARIOUS
 40.0
.......................0 		    X       847,517 0 18,896
(125) WILLIAM H O'BRIEN
 
SECRETARY UNTIL FY2021, UMM BEHAVIORAL HEALTH SYSTEM, INC.
 1.0
.......................0 		    X       0 0 0
(126) ALICE A SHAKMAN
 
SVP, CLINICAL SVCS
 40.0
.......................5.0 		      X     435,192 0 73,382
(127) ANDREW KARSON MD
 
SVP, CMO-UMMMC
 40.0
.......................5.0 		      X     721,312 0 176,254
(128) BART METZGER
 
SVP, CHIEF HR OFFICER UNTIL 9/2022
 5.0
.......................40.0 		      X     0 630,682 79,790
(129) BRIAN HUGGINS
 
SVP FINANCE/CORPORATE CONTROLLER
 5.0
.......................40.0 		      X     0 453,707 42,328
(130) DIANNA J CAFFARENA
 
SVP, AMBULATORY SVCS
 40.0
.......................5.0 		      X     425,431 0 65,870
(131) ERIC J ALPER MD
 
SVP CQO CHF INFORMATICS OFF
 5.0
.......................40.0 		      X     0 706,928 155,797
(132) JACK W BAILEY
 
SVP, CLINICAL SVCS
 40.0
.......................5.0 		      X     392,335 0 87,174
(133) JAMES P CYR
 
SVP, SURGICAL PROCEDURAL SVCS
 40.0
.......................5.0 		      X     408,324 0 80,194
(134) JOHN R SALZBERG
 
SVP, SYSTEM REV CYCLE OPS CRO
 5.0
.......................40.0 		      X     0 470,131 112,905
(135) JOHN T RANDOLPH
 
VP, CHIEF CORPORATE COMPLIANCE
 5.0
.......................40.0 		      X     0 690,967 68,268
(136) JUSTIN PRECOURT
 
SVP, PATIENT CARE SVCS CNO
 40.0
.......................5.0 		      X     564,929 0 117,986
(137) KATHLEEN DRISCOLL
 
SVP, CHIEF PHILANTHROPHY OFC
 5.0
.......................40.0 		      X     0 563,619 25,211
(138) ROBIN L SODANO
 
VP, INFORMATION SYSTEMS
 5.0
.......................40.0 		      X     0 448,176 110,701
(139) VICTORIA MCCANDLESS
 
VP SYS CEO COMM OFC/ASSOC COS
 5.0
.......................40.0 		      X     0 223,918 18,202
(140) ARNO S SUNGARIAN MD
 
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP
 40.0
.......................0 		        X   992,213 0 124,540
(141) DEMETRIUS LITWIN MD
 
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP
 28.0
.......................0 		        X   930,849 0 131,512
(142) GERALD T MCGILLICUDDY MD
 
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP
 40.0
.......................0 		        X   871,536 0 128,250
(143) MITCHELL SOKOLOFF MD
 
PHYSICIAN, CHAIR OF UROLOGY DEPT - MED GROUP
 40.0
.......................0 		        X   770,732 0 46,319
(144) MUSTAFA AKYUREK MD
 
PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP
 40.0
.......................0 		        X   894,135 0 43,716
(145) JOHN BRONHARD
 
FORMER OFFICER UNTIL 10/1/18
 0.0
.......................0 		          X 409,808 0 35,840
(146) ROBERT FELDMANN
 
SVP UNTIL FY2021, FINANCE/CORPORATE CONTROLLER
 0.0
.......................0.0 		          X 0 304,349 77,925
(147) TIMOTHY TARNOWSKI
 
FORMER SVP, CHIEF INFO OFFICER CTO UNTIL 12/18/19
 0.0
.......................0.0 		          X 0 121,952 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 25,655,803 13,048,108 5,688,470
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet3,458
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
VIZIENT INC

290 E John Carpenter Freeway
Irving,TX75062 		Supply Chain Services 34,994,419
SLS HLTH SVCS LLC

6702 Broadway
Galveston,TX77554 		Staffing Services 17,038,900
VAYA WORKFORCE SOLUTIONS LLC

5930 Cornerstone Court West
Suite 300
San Diego,CA92121 		Staffing Services 16,222,917
SODEXO INC AFFILIATES

PO BOX 360170
Pittsburgh,PA15251 		Food Management Services 9,001,264
CROTHALL HLTHCARE INC

13028 COLLECTION CENTER DRIVE
CHICAGO,IL60693 		Clinical Engineering Services 7,330,333
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet194
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 51,875
d Related organizations1d 27,000
e Government grants (contributions)1e 58,431,407
f All other contributions, gifts, grants, and similar amounts not included above1f 1,883,540
g Noncash contributions included in lines 1a - 1f:$ 1g 220,434
h Total. Add lines 1a-1f.......MediumBullet 60,393,822
Program Service RevenueAmt Business Code
2a Net Patient Service Revenue 622110 2,847,563,953 2,847,563,953 0 0
b Medicaid Supplemental Funds 622110 200,000,000 200,000,000 0 0
c Contract Revenue 622110 154,857,147 154,857,147 0 0
d All other program service revenue 622110 28,741,856 25,641,510 3,100,346 0
e Joint Venture Income 622110 191,528,039 183,274,797 8,253,242 0
f All other program service revenue. 50,696 50,696 0 0
g Total. Add lines 2a–2f .....MediumBullet 3,422,741,691
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 18,138,186 0 26,725 18,111,461
4 Income from investment of tax-exempt bond proceedsMediumBullet 0 0 0 0
5 Royalties...........MediumBullet 0 0 0 0
(ii) Personal (i) Real
6a Gross rents   7,393,584 6a
b Less: rental expenses   6,460,572 6b
c Rental income or (loss) 0 933,012 6c
d Net rental income or (loss).......MediumBullet 933,012 0 0 933,012
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 852,655   7a
b Less: cost or other basis and sales expenses 146,495   7b
c Gain or (loss) 706,160 0 7c
d Net gain or (loss).........MediumBullet 706,160 0 0 706,160
8a Gross income from fundraising events (not including $ 51,875of contributions reported on line 1c). See Part IV, line 18 ....
8a 39,040
b Less: direct expenses ... 8b 55,904
c Net income or (loss) from fundraising events..MediumBullet -16,864 0 -16,864
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0 0 0 0
Business Code Miscellaneous Revenue
11a Cafeteria Income 722514 6,052,532 0 0 6,052,532
b Parking revenue 812930 3,584,692 0 0 3,584,692
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 9,637,224
12 Total revenue. See instructions.....MediumBullet 3,512,533,231 3,411,388,103 11,380,313 29,370,993
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 8,797,028 8,797,028
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0 0
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 23,038,876 18,815,342 4,223,534 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 1,227,269 791,591 435,678 0
7 Other salaries and wages........ 1,219,769,444 1,147,887,656 71,551,991 329,797
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 92,891,152 86,497,271 6,393,881 0
9 Other employee benefits ....... 194,237,269 183,643,079 10,594,190 0
10 Payroll taxes ........... 81,619,805 76,172,153 5,445,731 1,921
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 332,956 0 332,956 0
c Accounting ........... 235,710 0 235,710 0
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 845,807 825,550 20,257 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 523,776,363 501,887,409 21,839,293 49,661
12 Advertising and promotion .... 497,508 291,275 206,233 0
13 Office expenses ....... 34,637,054 29,274,567 5,361,874 613
14 Information technology ...... 10,293,968 10,093,112 200,793 63
15 Royalties .. 0 0 0 0
16 Occupancy ........... 51,807,245 47,306,220 4,501,025 0
17 Travel ............ 1,846,478 439,113 1,407,365 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 1,096,164 0 1,096,164 0
20 Interest ........... 17,370,154 17,370,154 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 102,157,588 101,652,409 505,179 0
23 Insurance ... 5,825,093 5,825,093 0 0
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 Medical supplies 561,922,912 556,020,223 5,902,689 0
b System allocation expense 367,274,377 179,556,795 183,453,028 4,264,554
c Medical education services 143,749,995 143,749,995 0 0
d Federal State Income Taxes 1,697,067 1,697,067 0 0
e All other expenses 39,091,739 36,724,463 2,367,276 0
25 Total functional expenses. Add lines 1 through 24e 3,486,039,021 3,155,317,565 326,074,847 4,646,609
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 253,849,083 1 151,905,803
2 Savings and temporary cash investments ......... 237,737,676 2 101,699,424
3 Pledges and grants receivable, net ...... 1,366,924 3 273,653
4 Accounts receivable, net ............. 290,746,308 4 345,773,416
5 Loans and other receivables from 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 .......
0 5 0
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) ...
0 6 0
7 Notes and loans receivable, net ........... 257,292 7 1,778,109
8 Inventories for sale or use ............ 66,252,283 8 65,446,874
9 Prepaid expenses and deferred charges ...... 3,722,611 9 39,644,596
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,116,976,439
b Less: accumulated depreciation 10b 1,356,726,301 753,394,723 10c 760,250,138
11 Investments—publicly traded securities . 85,940,294 11 76,565,320
12 Investments—other securities. See Part IV, line 11 ..... 219,646,751 12 229,944,209
13 Investments—program-related. See Part IV, line 11 .. 86,249,856 13 78,419,832
14 Intangible assets ...............   14 24,672,465
15 Other assets. See Part IV, line 11 ........... 351,485,926 15 463,831,859
16 Total assets. Add lines 1 through 15 (must equal line 33)... 2,350,649,727 16 2,340,205,698
Liabilities 17 Accounts payable and accrued expenses ..... 268,652,379 17 316,650,076
18 Grants payable ... 195,454 18 0
19 Deferred revenue ......... 40,470,819 19 5,267,005
20 Tax-exempt bond liabilities ......... 6,866,518 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 9,272 21 9,403
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 .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 36,041,777 23 17,968,795
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 1,039,548,778 25 1,171,843,259
26 Total liabilities. Add lines 17 through 25.. 1,391,784,997 26 1,511,738,538
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 846,149,200 27 727,552,267
28 Net assets with donor restrictions ........... 112,715,530 28 100,914,893
Organizations that do not follow FASB ASC 958, check here MediumBullet 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 ........... 958,864,730 32 828,467,160
33 Total liabilities and net assets/fund balances ........ 2,350,649,727 33 2,340,205,698
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
3,512,533,231
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,486,039,021
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
26,494,210
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
958,864,730
5
Net unrealized gains (losses) on investments ...............
5
-53,002,650
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-103,889,130
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
828,467,160
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
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.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................7
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) UMass Memorial Medical Center Inc
  		043358564 3 Yes   0 0
(B) Marlborough Hospital
  		042104693 3 Yes   0 0
(C) Umass Memorial HealthAlliance-Clinton Hospital Inc
  		042103555 3 Yes   0 0
(D) COORDINATED PRIMARY CARE INC
  		043210002 9   No 0 0
(E) HEALTHALLIANCE HOME HEALTH AND HOSPICE INC
  		042932308 9   No 0 0
(F) UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL INC
  		042103577 3 Yes   0 0
(G) HARRINGTON PHYSICIAN SERVICES INC
  		134366504 9   No 0 0
Total
7
 0 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
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) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 30,824,774 28,598,019 31,537,894 28,561,356 30,800,721 150,322,764
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 30,824,774 28,598,019 31,537,894 28,561,356 30,800,721 150,322,764
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) .. 0
6 Public support. Subtract line 5 from line 4. 150,322,764
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
7 Amounts from line 4.. 30,824,774 28,598,019 31,537,894 28,561,356 30,800,721 150,322,764
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,380,871 1,908,667 2,306,997 2,233,425 1,902,345 10,732,305
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 1,530,792 606,281 0 14,042 0 2,151,115
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 294,187 194,355 139,725 139,223 131,569 899,059
11 Total support. Add lines 7 through 10 164,105,243
12
12
680,756,195
13
First 5 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
14
14
91.60 %
15
15
91.12 %
16a
b
17a
b
18
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) 2021

Schedule A (Form 990) 2021
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) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 10,191 13,918 2,436 1,825 279,198 307,568
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 542,400,803 559,994,989 610,839,217 639,265,528 697,165,238 3,049,665,775
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge           0
6 Total. Add lines 1 through 5 542,410,994 560,008,907 610,841,653 639,267,353 697,444,436 3,049,973,343
7a Amounts included on lines 1, 2, and 3 received from disqualified persons 20,865 61,080 15,540 5,205 4,265 106,955
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. 0 0 0 0 0 0
c Add lines 7a and 7b.. 20,865 61,080 15,540 5,205 4,265 106,955
8 Public support. (Subtract line 7c from line 6.) 3,049,866,388
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
9 Amounts from line 6... 542,410,994 560,008,907 610,841,653 639,267,353 697,444,436 3,049,973,343
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 3,185,077 1,994,419 1,781,104 3,672,074 2,428,249 13,060,923
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 3,185,077 1,994,419 1,781,104 3,672,074 2,428,249 13,060,923
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. 1,933   137 1,825 4,140 8,035
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. 0 0 0 0 0 0
13 Total support. (Add lines 9, 10c, 11, and 12.).. 545,598,004 562,003,326 612,622,894 642,941,252 699,876,825 3,063,042,301
14
Section C. Computation of Public Support Percentage
15
15
99.57 %
16
16
99.54 %
Section D. Computation of Investment Income Percentage
17
17
0 %
18
18
0 %
19a
b
20
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
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.
1
 
No
2
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).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
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.
3b
 
 
c
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.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
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.
4b
 
 
c
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.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).
5a
 
No
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
No
7
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) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
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.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on 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.
9c
 
No
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
 
No
b
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) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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.
1
 
 
2
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.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
No
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
By reason of the relationship described in line 2 above, 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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
Did the activities described on line 2a, above 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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 0.015 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 0.035 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  
7
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2021 		(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, 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 2021. 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 2022. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
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, Part I Reason for public charity status THE PUBLIC CHARITY STATUS CHECKED IN PART I REFLECTS THE PUBLIC CHARITY STATUS OF THE LARGEST NUMBER OF ORGANIZATIONS INCLUDED IN THE GROUP RETURN. THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(2). * UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. (EIN: 04-3374724) * UMASS MEMORIAL MEDICAL GROUP, INC. (EIN: 04-2911067) * COORDINATED PRIMARY CARE, INC. (EIN: 04-3210002) * HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. (EIN: 04-2932308) * UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. (EIN: 46-2871359 * HARRINGTON PHYSICIAN SERVICES, INC. (EIN: 13-4366504) THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 170(B)(1)(A)(III). * UMASS MEMORIAL HEALTH CARE, INC. AND AFFILIATES (EIN: 91-2155626) * MARLBOROUGH HOSPITAL (EIN: 04-2104693) * UMASS MEMORIAL MEDICAL CENTER, INC. (EIN: 04-3358564) * UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. (EIN: 04-2103555) * UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL, INC. (EIN: 04-2103577) THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 170(B)(1)(A)(VI). * UMASS MEMORIAL HEALTH VENTURES, INC. (EIN: 22-2605679) * COMMUNITY HEALTHLINK, INC. (EIN: 04-2626179) * CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. (EIN: 04-3172496) THE ORGANIZATIONS IDENTIFIED BELOW HAVE A PUBLIC CHARITY STATUS DESCRIBED IN 509(A)(3). * UMASS MEMORIAL COMMUNITY HOSPITALS, INC. (EIN: 04-3296271) * UMASS MEMORIAL REALTY, INC. (EIN: 04-2805630) * UMASS MEMORIAL HEALTH - HARRINGTON, INC. (EIN: 80-0518491)
Schedule A, Part I, Line 12g Supported Organizations 1. Part I, Line 12g - Supported Organizations a. UMass Memorial Medical Center, Inc. b. Marlborough Hospital c. UMass Memorial HealthAlliance - Clinton Hospital, Inc. d. Health Alliance Home Health and Hospice, Inc. e. Coordinated Primary Care, Inc. f. UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL, INC. g. HARRINGTON PHYSICIAN SERVICES, INC. Supported organization of UMass Memorial Realty, Inc. - a Supported organizations of UMass Memorial Community Hospitals, Inc. - b, c, d, e Supported organizations of UMASS MEMORIAL HEALTH - HARRINGTON, INC. - f, g
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name UMass Memorial Realty, Inc. - the supported organization (UMass Memorial Medical Center, Inc.) is listed by name in the organization's governing document. UMass Memorial Community Hospitals, Inc. - the supported organizations (Marlborough Hospital; UMass Memorial HealthAlliance - Clinton Hospital, Inc.; Health Alliance Home Health and Hospice, Inc.; and Coordinated Primary Care, Inc.) are designed by class or purpose in the supporting organization's governing documents. Specifically, the Articles of Incorporation provide that the corporation is organized and shall operate exclusively for the charitable and educational purposes of organizing, operating and supporting a health care network to provide hospital and other health care services and programs in the service area of UMass Memorial Medical Center, Inc. and the service areas of the corporation's subsidiaries and affiliates, and to improve the health and welfare of persons living in such areas. UMass Memorial Health - Harrington, Inc. - THE SUPPORTED ORGANIZATIONS (UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL, INC. AND HARRINGTON PHYSICIAN SERVICES, INC.) ARE DESIGNED BY CLASS OR PURPOSE IN THE SUPPORTING ORGANIZATION'S GOVERNING DOCUMENTS. SPECIFICALLY, THE ARTICLES OF INCORPORATION PROVIDE THAT THE stated purpose, among other things, is to promote the health and welfare through the support of UMass Memorial Health - Harrington Hospital, Inc., and any successor entities, directly or through organizations themselves organized exclusively for the benefit of the hospitals or exclusively for the benefit of the corporation. The articles of incorporation of Harrington Physician Services, Inc. indicate that its purpose is to support the charitable, scientific, and educational purposes of Harrington Memorial Hospital, Inc.
Schedule A, Part IV, Section C, Line 1 Majority director detail UMass Memorial Realty, Inc. - Control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization. Specifically, three of the six directors of UMass Memorial Realty, Inc. (supporting organization) also served in the following roles for UMass Memorial Medical Center, Inc. (supported organization)-one individual (Melgar) also served as Treasurer of UMass Memorial Medical Center, Inc., and two individuals (Dickson and Bennett) also served as Directors of UMass Memorial Medical Center, Inc. UMass Memorial Community Hospitals, Inc. - Control or management of the supporting organization was vested in the same persons that controlled or managed the supported organizations. Specifically, nine of the sixteen directors of UMass Memorial Community Hospitals, Inc. (supporting organization) also served as an officer or director of one or more of the supported organizations-one individual (Melgar) also served as Treasurer of each of the four supported organizations, one individual (Roach) also served as President and Director of each of the four supported organizations, and between one and seven individuals (Brown, Corbett, Glassburn, Mahan, Maseda, Murphy, and Paulhus) also served as officer and/or director of each of the four supported organizations. UMass Memorial Health - Harrington, Inc. - A majority of the organization's directors or trustees during the tax year were also a majority of the directors or trustees of each of the supported organizations.
Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 294187.0, COLUMN B - 194355.0, COLUMN C - 139725.0, COLUMN D - 139223.0, COLUMN E - 131569.0, COLUMN F - 899059.0;
Schedule A (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... 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) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
UMass Memorial Health Care Inc Affiliates
  		Employer identification number
91-2155626
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
UMass Memorial Health Care Inc Affiliates
  		Employer identification number

91-2155626
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) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
UMass Memorial Health Care Inc Affiliates
  		Employer identification number

91-2155626
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2021)
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
207,884
j
Total. Add lines 1c through 1i ....................................................................................................
207,884
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Amounts represent percentage of lobbying expenses included in membership dues paid to the following associations: MA Health and Hospital Association $92,275 American Hospital Association $56,395 Association for Behavioral Healthcare Inc. $27,138 American College of Emergency Physicians $17,287 National Association of Children's Hospitals $10,693 340B Health $2,026 National ASC ACOS $1,125 Association of American Medical Colleges $362 Home Care Alliance $333 N CTRL MA Chamber of Commerce $125 Marlborough Regional Chamber Commerce $125 Total $207,884
Schedule C (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet 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
2021
Open to Public Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? .............................
9
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.
1a
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.
b
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 $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 .... 94,090,527 84,175,288 81,047,795 81,443,759 81,260,948
b Contributions ... -1,831,329 -100,242 1,868,081 -208,049 961,201
c Net investment earnings, gains, and losses -10,158,083 14,214,695 3,945,683 2,476,373 3,556,343
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		3,830,717 4,199,214 2,686,271 2,664,288 4,334,733
f Administrative expenses ....          
g End of year balance ...... 78,270,398 94,090,527 84,175,288 81,047,795 81,443,759
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet58 %
c
Term endowment SchDMd Bullet42 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
Yes
 
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
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 .....   32,360,497 32,360,497
b Buildings ....   1,063,846,231 629,155,697 434,690,534
c Leasehold improvements   69,143,169 34,444,349 34,698,820
d Equipment ....   882,435,925 673,226,118 209,209,807
e Other .....   69,190,617 19,900,137 49,290,480
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 760,250,138
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other 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
(A) Units in investment partnership		 229,944,209 F

(B) Funds held in escrow under bond indenture agreements		    
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 229,944,209
Part VIII
Investments - Program 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
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
(1)DUE FROM RELATED PARTIES  
(2)Cash Value Life Insurance 5,337,536
(3)Beneficial interest in trusts 75,550,235
(4)Estimated settlements with third-party payors 248,510,573
(5)Security Deposits  
(6)Operating lease ROU assets 134,310,615
(7)Other assets 122,900
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 463,831,859
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  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,171,843,259
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) 2021

Schedule D (Form 990) 2021
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
Schedule D, Part V, Line 3a(i) Sch d, part v, line 3a(i) HEALTHALLIANCE-CLINTON HOSPITAL - YES Bank of America Private Wealth Management holds the Miriam Shaw Trust for HEALTHALLIANCE-CLINTON HOSPITAL Distributions are paid to HEALTHALLIANCE-CLINTON HOSPITAL. Bank of America Private Wealth Management is an unrelated organization. Bank of America Corporation holds the following Trusts for HEALTHALLIANCE-CLINTON HOSPITAL: - George Henry May Trust- Article Fourth (8) - Trust U/Will Elizabeth L. Rowan - Christine L Beck Trust Distributions are paid to HEALTHALLIANCE-CLINTON HOSPITAL. Bank of America Corporation is an unrelated organization. BANK OF AMERICA MERRILL LYNCH HOLDS THE BERNARD W DOYLE TRUST FOR HEALTHALLIANCE-CLINTON HOSPITAL. DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE-CLINTON HOSPITAL . BANK OF AMERICA MERRILL LYNCH IS AN UNRELATED ORGANIZATION. BNY MELLON WEALTH MANAGEMENT HOLDS THE FOLLOWING TRUSTS FOR HEALTHALLIANCE-CLINTON HOSPITAL: - TRUST U/WILL PART 11 WILLIAM H CROPPER - TRUST U/WILL PART 15 WILLIAM H CROPPER - TRUST U/WILL PART 18 WILLIAM H CROPPER - TRUST UNDER 2ND CODICIL OF WILL OF WILLIAM H CROPPER - TRUST UNDER 4TH CODICIL WILLIAM H CROPPER DISTRIBUTIONS ARE PAID TO HEALTHALLIANCE-CLINTON HOSPITAL. BNY MELLON WEALTH MANAGEMENT IS AN UNRELATED ORGANIZATION.
Schedule D, Part V Endowment Funds Medical Center - The Medical Center's endowment funds are the beneficial interest in the funds held by a related organization, UMass Memorial Health Care, Inc. (Parent EIN 04-3358566). THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE DIRECTED IN ACCORDANCE WITH THE DONOR'S INTENT, INCLUDING THE PRESERVATION OF THE ORIGINAL GIFT AND VARIOUS PURPOSES INCLUDING CHARITY CARE, MEDICAL EDUCATION, RESEARCH, HEALTH CARE SERVICES, BUILDINGS AND EQUIPMENT.
Schedule D, Part IV, Line 2b Explanation of escrow agreement Escrow balance is made up of security deposits from outside tenants.
Schedule D, Part V, Line 4 Intended uses of endowment funds The intended uses of the organization's endowment funds include health care services, research, medical education, charity care, and capital spending.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Company and substantially all of its affiliates are tax-exempt organizations under Section 501(c)(3) of the Internal Revenue Code (IRC) or are disregarded entities for tax purposes. Accordingly, these entities will not incur any liability for federal income taxes except for tax on unrelated business taxable income (UBTI). The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. We have determined that no material unrecognized tax benefits or liabilities exist as of September 30, 2022.
Schedule D (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2




SCHEDULE G (Form 990)
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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
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.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
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?
b
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) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
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) 2021
Schedule G (Form 990) 2021
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.









VerticalRevenue
(a) Event #1

CNEHA Golf Tournament
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
221,112
 
 
221,112

2
Less: Contributions . . . .
182,072
 
 
182,072
3 Gross income (line 1 minus
line 2) . . . . . .
39,040
0
0
39,040



VerticalDirectExpenses
4 Cash prizes . . . . . 0     0
5 Noncash prizes . . . . 0     0
6 Rent/facility costs . . . . 21,656     21,656
7 Food and beverages . . . 20,342     20,342
8 Entertainment . . . . 0     0
9 Other direct expenses . . . 13,906     13,906
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 55,904
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -16,864
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.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2021
Schedule G (Form 990) 2021
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
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 $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
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) 2021
Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet 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
2021
Open to Public Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
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.
3
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.
a
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:
3a
Yes
 
%
b
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: . . . . . . . .
3b
Yes
 
c
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.
4
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"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
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? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
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) . . . 		    24,214,711 16,756,458 7,458,253 0.21 %
b Medicaid (from Worksheet 3, column a) . . . . .     687,006,700 519,241,000 167,765,700 4.81 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     46,271,780 46,271,780 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 757,493,191 582,269,238 175,223,953 5.03 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     4,512,986 1,868,619 2,644,367 0.08 %
f Health professions education (from Worksheet 5) . . .     255,104,297 110,000,825 145,103,472 4.16 %
g Subsidized health services (from Worksheet 6) . . . .     76,111,352 59,466,787 16,644,565 0.48 %
h Research (from Worksheet 7) .     0 0 0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     3,833,590 3,119,379 714,211 0.02 %
j Total. Other Benefits . . 0 0 339,562,225 174,455,610 165,106,615 4.74 %
k Total. Add lines 7d and 7j . 0 0 1,097,055,416 756,724,848 340,330,568 9.76 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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 (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     0 0 0 0 %
2 Economic development     7,596 0 7,596 0 %
3 Community support     20,032 0 20,032 0 %
4 Environmental improvements     0 0 0 0 %
5 Leadership development and
training for community members		     0 0 0 0 %
6 Coalition building     0 0 0 0 %
7 Community health improvement advocacy     0 0 0 0 %
8 Workforce development     49,487 0 49,487 0 %
9 Other     0 0 0 0 %
10 Total 0 0 77,115 0 77,115 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
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
58,920,000
3
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. ......
3
5,680,557
4
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
5
Enter total revenue received from Medicare (including DSH and IME).....
5
485,546,019
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
585,396,237
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-99,850,218
8
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:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
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 .........................

9b

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) 2021
Schedule H (Form 990) 2021
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?3Name, 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) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 UMASS MEMORIAL MEDICAL CENTER INC
55 LAKE AVE 119 BELMONT STREET
WORCESTER,MA01605
https://www.umassmemorialhealthcare.org/umass-memorial-medical-center
V111 		X X X X   X X      
2 UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
60 HOSPITAL ROAD
LEOMINSTER,MA01453
www.umassmemorialhealthcare.org/healthalliance-clinton-hospital
VWPE 		X X   X     X      
3 MARLBOROUGH HOSPITAL
157 UNION STREET
MARLBOROUGH,MA01752
www.umassmemorialhealthcare.org/marlborough-hospital
2103 		X X   X     X      
4 Harrington Memorial Hospital
100 South Street
Southbridge,MA015504047
https://www.harringtonhospital.org
2143 		X X   X     X      
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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)
UMASS MEMORIAL MEDICAL CENTER INC
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): 		1
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2   No
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 20
5 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 ................. 5 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.................................. 6a   No
b 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. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.ummhealth.org/sites/umass-memorial-hospital/files/Documents/About/Community_benefits/med
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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) 2021
Schedule H (Form 990) 2021
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
UMASS MEMORIAL MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
See Part VI
b
See Part VI
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 6
Part VFacility Information (continued)

Billing and Collections
UMASS MEMORIAL MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
17 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?.................................. 17 Yes  
18 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:
a
b
c
d
e
f
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 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):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
UMASS MEMORIAL MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
22 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.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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)
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
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): 		2
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2   No
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 20
5 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 ................. 5 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.................................. 6a Yes  
b 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. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): HAC_communityStrategicImplementationPlan_2022-2024_v2.pdf (ummhealth.org)
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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) 2021
Schedule H (Form 990) 2021
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
See Part VI
b
See Part VI
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 6
Part VFacility Information (continued)

Billing and Collections
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
17 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?.................................. 17 Yes  
18 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:
a
b
c
d
e
f
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 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):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC
Name of hospital facility or letter of facility reporting group  
Yes No
22 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.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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)
MARLBOROUGH HOSPITAL
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): 		3
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2   No
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 19
5 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 ................. 5 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.................................. 6a Yes  
b 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. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 19
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.ummhealth.org/marlborough-hospital-community-benefits-program
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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) 2021
Schedule H (Form 990) 2021
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
MARLBOROUGH HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
See Part VI
b
See Part VI
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 6
Part VFacility Information (continued)

Billing and Collections
MARLBOROUGH HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
17 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?.................................. 17 Yes  
18 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:
a
b
c
d
e
f
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 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):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
MARLBOROUGH HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
22 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.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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)
Harrington Memorial Hospital
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): 		4
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2 Yes  
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 21
5 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 ................. 5 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.................................. 6a   No
b 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. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.harringtonhospital.org/wp-content/uploads/IMPLEMENTATION-PLAN-2022-2024-1.pdf
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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) 2021
Schedule H (Form 990) 2021
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Harrington Memorial Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.harringtonhospital.org/for-patients/patient-financial-services/billing-faqs/
b
https://www.harringtonhospital.org/for-patients/patient-financial-services/billing-faqs/
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 6
Part VFacility Information (continued)

Billing and Collections
Harrington Memorial Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
17 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?.................................. 17 Yes  
18 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:
a
b
c
d
e
f
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 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):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
Harrington Memorial Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
22 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.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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
Schedule H, Part V, Section B, Line 3E Yes, the significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community.
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - UMASS MEMORIAL MEDICAL CENTER. YES, INPUT FROM DIVERSE PERSONS WHO REPRESENT THE COMMUNITY WAS TAKEN INTO ACCOUNT. UMASS MEMORIAL MEDICAL CENTER JOINED EFFORTS WITH THE WORCESTER DIVISION OF PUBLIC HEALTH (WDPH), FALLON HEALTH, THE HANOVER INSURANCE GROUP AND THE COALITION FOR A HEALTHY GREATER WORCESTER WHICH SERVED IN AN ADVISORY ROLE IN THE DEVELOPMENT OF ITS 2021 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE DIRECTOR OF THE WDPH, UMASS MEMORIAL VICE PRESIDENT OF COMMUNITY RELATIONS, THE DIRECTOR OF COMMUNITY RELATIONS AND THE DIRECTOR OF GOVERNMENT AFFAIRS AND PUBLIC POLICY, FALLON HEALTH AND THE ASSISTANT VICE PRESIDENT OF COMMUNITY RELATIONS, HANOVER INSURANCE GROUP CO-CHAIRED THE LEADERSHIP PROCESS TO DEVELOP A CHNA AND COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) FOR THE GREATER WORCESTER REGION. DURING THE ASSESSMENT PROCESS, COMMUNITY MEMBERS WERE ENGAGED IN KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND CHIP COMMUNITY CONVERSATIONS, WHICH ALLOWED FOR COMMUNITY MEMBERS TO PROVIDE THEIR FEEDBACK AND PRIORITIZATION ON COMMUNITY HEALTH-RELATED STRENGTHS, NEEDS, AND A VISION FOR THE FUTURE. THE CHNA PROCESS GATHERED EXTENSIVE QUANTITATIVE DATA FROM FEDERAL, STATE, AND LOCAL SOURCES FOR THE CITY OF WORCESTER, AND THE OUTLYING COMMUNITIES OF SHREWSBURY, GRAFTON, MILLBURY AND WEST BOYLSTON. THESE SESSIONS GATHERED CRITICAL COMMUNITY INPUT FROM SERVICE PROVIDERS, COMMUNITY LEADERS AND NEIGHBORHOOD RESIDENTS WITH AN EMPHASIS ON ENGAGING AT-RISK POPULATIONS AS WELL AS SERVICE PROVIDERS REPRESENTING FIELDS INCLUDING; BEHAVIORAL HEALTH PROVIDERS, HEALTH PROVIDERS FOR ETHNIC AND LINGUIST MINORITIES, PEOPLE WITH DISABILITIES, ELDERS AND PUBLIC HEALTH OFFICIALS. THE CHNA ENSURED THAT THE GREATER WORCESTER COMMUNITY WAS REPRESENTED IN ALL ITS DIVERSE ASPECTS: BUSINESS, EDUCATION, COMMUNICATIONS, TRANSPORTATION, HEALTH AND WELLNESS, FAITH-BASED GROUPS, PHILANTHROPIC ORGANIZATIONS, CIVIC AND GOVERNMENT, VULNERABLE POPULATIONS (DISABLED, SENIORS, ETC.), AND OTHER ORGANIZATIONS AND SPECIALIZED AREAS. COMPLETION OF THE CHNA INCLUDED INPUT FROM HUNDREDS OF INDIVIDUALS WHO PARTICIPATED IN 45 INTERVIEWS, NINE FOCUS GROUPS AND A SERIES OF CHIP COMMUNITY CONVERSATIONS IN WHICH A TOTAL OF 97 PEOPLE WERE INTERVIEWED THROUGH 35 1-ON-1 AND SMALL GROUP DISCUSSIONS (ALL OF WHICH WERE HELD VIRTUALLY DUE TO COVID). PARTICIPANTS INCLUDED REPRESENTATIVES OF HEALTH AND SOCIAL SERVICE ORGANIZATIONS, PUBLIC HEALTH DEPARTMENTS, ACADEMIC INSTITUTIONS, COMMUNITY-BASED ORGANIZATIONS AND ADVOCACY GROUPS, RESIDENTS AS WELL AS BUSINESSES LEADERS AND INDIVIDUALS WHO LIVE AND WORK IN THE COMMUNITY. IN ADDITION, A TOTAL OF 909 PEOPLE COMPLETED A WEB-BASED COMMUNITY HEALTH SURVEY THAT WAS ADMINISTERED BY THE WORCESTER DIVISION OF PUBLIC HEALTH (WDPH). THE SURVEY WAS OPEN TO ALL INDIVIDUALS WHO LIVE, WORK AND PLAY IN GREATER WORCESTER AND WAS IMPLEMENTED AS A WAY TO GATHER INFORMATION FROM POPULATIONS THAT MAY HAVE NOT BEEN CONNECTED TO OTHER ASSESSMENT ACTIVITIES. THE CHNA SPONSORS WORKED WITH WDPH STAFF TO CRAFT A SURVEY THAT WAS ACCESSIBLE AND EASY TO UNDERSTAND. IT WAS MADE AVAILABLE IN THREE LANGUAGES (ENGLISH, SPANISH, VIETNAMESE) AND DISTRIBUTED WIDELY THROUGH A RANGE OF MEANS INCLUDING: * BOARDS OF HEALTH IN THE CHNA SERVICE AREA * MONTHLY NEWSLETTERS TO TOWNS * EMPLOYEE NEWSLETTERS BY ALL PARTNER ORGANIZATIONS * POSTINGS ON PARTNER FACEBOOK PAGES AND SOCIAL MEDIA PLATFORMS * E-NEWSLETTER DISTRIBUTION BY THE COALITION FOR A HEALTHY GREATER WORCESTER TO APPROXIMATELY 850 COMMUNITY MEMBERS AND ORGANIZATIONS (SENT THREE TIMES AND POSTED ON SOCIAL MEDIA) * THE WORCESTER TOGETHER COALITION INCLUDING OVER 150 MEMBERS * OTHER EMAIL DISTRIBUTION LISTS AND AT COMMUNITY OUTREACH EVENTS, SUCH AS THE UMASS MEMORIAL COVID-19 FEET ON THE STREET, COVID TESTING, AND VACCINATION SITES. THE INFORMATION GATHERED THROUGH THESE EFFORTS ENABLED THE CHNA FACILITATORS TO ENGAGE THE COMMUNITY AND GAIN A BETTER UNDERSTANDING OF THE REGION'S CAPACITY, STRENGTHS, AND WEAKNESSES, AS WELL AS HEALTH STATUS, BARRIERS TO CARE, SERVICE GAPS AND UNDERLYING DETERMINANTS OF HEALTH. WHILE IT WAS NOT POSSIBLE FOR THIS ASSESSMENT TO INVOLVE ALL COMMUNITY STAKEHOLDERS, IT ENGAGED A COMPREHENSIVE AND INCLUSIVE SAMPLE OF THE POPULATION; THOSE INVOLVED SHOWED COMMITMENT TO STRENGTHENING THE REGION'S HEALTH SYSTEM, PARTICULARLY FOR PEOPLE MOST AT-RISK. SECONDARY AND PRIMARY DATA FROM MULTIPLE SOURCES WAS UTILIZED IN THE COMPLETION OF THE CHNA AND SPECIAL ATTENTION WAS GIVEN TO SOCIAL AND ECONOMIC INDICATORS. THE RESULTS OF THESE EFFORTS WERE SYNTHESIZED IN THE CHNA REPORT AND WERE ANNOUNCED PUBLICLY TO APPROXIMATELY 200 COMMUNITY STAKEHOLDERS AT THE COALITION FOR A HEALTHY GREATER WORCESTER'S ANNUAL MEETING HELD VIRTUALLY ON MARCH 23, 2021. TO PROVIDE A COMPREHENSIVE PORTRAIT OF THE REGION AND SET THE FOUNDATION FOR THE GREATER WORCESTER COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP).
Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - UMASS MEMORIAL MEDICAL CENTER. UMASS MEMORIAL CONDUCTED THE CHNA IN COLLABORATION WITH THE WORCESTER DIVISION OF PUBLIC HEALTH, FALLON HEALTH AND THE HANOVER INSURANCE GROUP. ADDITIONAL ENGAGED STAKEHOLDERS INCLUDED: * ANSAAR OF WORCESTER * CENTRAL WEST JUSTICE CENTER * CITY OF WORCESTER ACCESSIBILITY ADVISORY COMMISSION * CITY OF WORCESTER MAYOR'S MENTAL HEALTH TASK FORCE * CLARK UNIVERSITY; COMMUNITY DEVELOPMENT AND PLANNING * COALITION FOR A HEALTHY GREATER WORCESTER * COMMUNITY LEGAL AID * EDWARD M. KENNEDY HEALTH CENTER * FAMILY HEALTH CENTER OF WORCESTER * HOPE COALITION * LATIN AMERICAN HEALTH ALLIANCE * LEGENDARY LEGACIES, INC. * MASSACHUSETTS COLLEGE OF PHARMACY * MAYOR'S MENTAL HEALTH TASK FORCE WORCESTER TOGETHER: MENTAL HEALTH COMMITTEE * MUSLIM COMMUNITY LINK * OPEN SKY COMMUNITY SERVICES * OURSTORY EDUTAINMENT * QUINSIGAMOND COMMUNITY COLLEGE * RELIANT MEDICAL GROUP * SAINT VINCENT HOSPITAL * SUMMIT ELDERCARE * THE SOUTHEAST ASIAN COALITION * TOWN OF SHREWSBURY * UMASS CHAN MEDICAL SCHOOL * UMASS MEMORIAL COMMUNITY HEALTHLINK * UMASS MEMORIAL MEDICAL CENTER: INTERPRETER SERVICES * WORCESTER COMMON GROUND * WORCESTER FAMILY RESOURCE CENTER * WORCESTER REGIONAL CHAMBER OF COMMERCE * WORCESTER REGIONAL ENVIRONMENTAL COUNCIL * WORCESTER REGIONAL RESEARCH BUREAU * WORCESTER STATE UNIVERSITY * WORCESTER TOGETHER COALITION * WORCESTER TOGETHER UNDOCUMENTED WORKING GROUP * WORCESTER TOGETHER: FOOD INSECURITY FOOD ACCESS * WORCESTER TOGETHER: LOGISTICS COMMITTEE * WORCESTER TOGETHER: MENTAL HEALTH COMMITTEE * WORCESTER TOGETHER: OLDER ADULTS WORKING GROUP * YOUTHCONNECT * YWCA OF CENTRAL MASSACHUSETTS
Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - UMASS MEMORIAL MEDICAL CENTER. THE CHNA WAS PUBLICLY ANNOUNCED TO THE COMMUNITY AT AN EVENT ATTENDED BY APPROXIMATELY 200 COMMUNITY STAKEHOLDERS AT THE COALITION FOR A HEALTHY GREATER WORCESTER'S ANNUAL MEETING HELD VIRTUALLY ON MARCH 23, 2021 TO PROVIDE A COMPREHENSIVE PORTRAIT OF THE REGION AND SET THE FOUNDATION FOR THE CHIP. THE CHNA WAS ADDITIONALLY PUBLICIZED THROUGH VARIOUS VENUES INCLUDING COMMUNICATIONS OF THE COALITION FOR A HEALTHY GREATER WORCESTER (CHNA-8), A HEALTHY COMMUNITIES COALITION.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - UMASS MEMORIAL MEDICAL CENTER. THE HOSPITAL CONDUCTED ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT IN 2021 AND DEVELOPED ITS COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION STRATEGY. THE PRIORITIZATION PROCESS OF IDENTIFIED COMMUNITY HEALTH NEEDS WAS LED BY THE WORCESTER DIVISION OF PUBLIC HEALTH, FALLON HEALTH, THE HANOVER INSURANCE GROUP AND THE HOSPITAL VICE PRESIDENT OF COMMUNITY BENEFITS AND INCLUDED INPUT FROM COMMUNITY STAKEHOLDERS. THE HOSPITAL'S COMMUNITY BENEFIT STRATEGIC IMPLEMENTATION STRATEGY ALIGNS WITH THE PRIORITY FINDINGS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE GREATER WORCESTER COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). THE OTHER NEEDS THAT ARE NOT INCLUDED IN THE CHNA/CHIP ARE NOT BEING ADDRESSED BECAUSE THEY ARE NOT A PART OF THE IDENTIFIED PRIORITY CHIP DOMAIN AREAS AND DUE TO LIMITED FUNDING. COMMUNITY BENEFITS TARGET POPULATIONS ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS INCLUDING A RANGE OF FOCUS GROUPS, KEY STAKEHOLDER INTERVIEWS, FORUMS AND SURVEYS. THIS INCLUDES THE CHNA PROCESS AND THE DEVELOPMENT OF A COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) TO ADDRESS THE PRIORITY AREAS IDENTIFIED IN THE CHNA. PRIORITY AREAS IDENTIFIED IN THE 2021 CHNA ARE: * SOCIAL DETERMINANTS OF HEALTH, INCLUDING: FOOD INSECURITY, HOUSING, TRANSPORTATION/ACCESSIBILITY, CULTURAL AND LINGUISTIC BARRIERS, SOCIOECONOMICS * MENTAL HEALTH, INCLUDING: DEPRESSION, STRESS, TRAUMA, SOCIAL ISOLATION, SERIOUS MENTAL ILLNESS * SUBSTANCE USE, INCLUDING: ALCOHOL, TOBACCO, E-CIGARETTES, OPIOIDS AND OTHER PRESCRIPTION DRUGS, MARIJUANA * CHRONIC/COMPLEX CONDITIONS AND THEIR RISK FACTORS, INCLUDING: OBESITY, PHYSICAL ACTIVITY, NUTRITION, ASTHMA, DIABETES, CARDIOVASCULAR DISEASE, NEUROLOGICAL CONDITIONS, CANCER, DISABILITIES * RACISM, DISCRIMINATION, AND HEALTH EQUITY: A CROSS-CUTTING PRIORITY THAT AFFECTS BARRIERS TO CARE, HEALTH OUTCOMES, AND HEALTH DISPARITIES IN EACH OF THE OTHER PRIORITY AREAS UMMMC ADDRESSED THESE PRIORITY AREAS THROUGH THE FOLLOWING PROGRAMS AND EFFORTS IN 2022: * UMASS MEMORIAL HAS PROVIDED ONGOING SUPPORT SINCE 2008 FOR THE COALITION FOR A HEALTHY GREATER WORCESTER, A HEALTHY COMMUNITIES COALITION, THAT PLAYS A LEADERSHIP ROLE IN ORGANIZING CHIP WORKING GROUPS FOR EACH OF THE CHNA PRIORITY AREAS AND IN SECURING SIGNIFICANT FUNDING FOR COMMUNITY HEALTH IMPROVEMENT EFFORTS SUCH AS SECURING A $3.5 MILLION CENTERS FOR DISEASE CONTROL REACH GRANT FOCUSED ON LATINO HEALTH. SOCIAL DETERMINANTS OF HEALTH: ACCESS TO CARE: UMMMC OPERATES THE RONALD MCDONALD CARE MOBILE PROGRAM: A MOBILE CLINIC ESTABLISHED IN 2000 PROVIDING MEDICAL AND PREVENTIVE DENTAL SERVICES IN 10 LOCAL LOW INCOME NEIGHBORHOODS AND 24 INNER-CITY ELEMENTARY SCHOOLS IN WORCESTER. PATIENTS ARE SERVED REGARDLESS OF INSURANCE STATUS AND ASSISTED IN ENROLLMENT INTO A MEDICAL AND DENTAL HOME AND CONNECTION TO SOCIAL SUPPORT SERVICES. THE PROGRAM PLAYS A CRITICAL ROLE IN ADDRESSING THE HIGH LEVEL OF TOOTH DECAY DUE TO A LACK OF FLUORIDE IN THE CITY'S WATER SUPPLY. DUE TO THE COVID-19 PANDEMIC, BEGINNING IN APRIL 2020 AND CONTINUING INTO 2022, THE CARE MOBILE PIVOTED TO CONDUCTING COVID-19 EDUCATION AND OUTREACH ON SAFETY PROTOCOLS, PROPER MASKING, HAND HYGIENE AND ADMINISTERED OVER 12,000 COVID-19 VACCINES IN NEIGHBORHOODS OF COLOR MOST AFFECTED BY THE VIRUS. REGULAR CARE MOBILE OPERATIONS RESUMED IN APRIL 2022. * ORAL HEALTH TASK FORCE: IS COORDINATED AND SUPPORTED BY THE UMMMC CARE MOBILE PROGRAM TO ENSURE THAT AMONG TASK FORCE PROVIDERS, PREVENTIVE DENTAL SERVICES ARE DELIVERED TO AT-RISK CHILDREN IN PUBLIC AND CHARTER SCHOOLS. COLLABORATORS INCLUDE WORCESTER PUBLIC SCHOOLS, TWO COMMUNITY HEALTH CENTERS, A COMMUNITY COLLEGE, MDPH AND A COLLEGE OF PHARMACY. * COMMUNITYHELP: AN ONLINE TECHNOLOGY PLATFORM TO IMPROVE ACCESSIBILITY OF COMMUNITY RESOURCE INFORMATION AND SOCIAL DETERMINANTS OF HEALTH. A COLLABORATIVE EFFORT WITH RELIANT MEDICAL GROUP, THE PLATFORM CAN BE VIEWED IN MULTIPLE LANGUAGES AND LINKS PATIENTS WITH NEEDED COMMUNITY RESOURCES. * MEDICAL-LEGAL PARTNERSHIP: A PARTNERSHIP WITH UMMMC'S LEGAL DEPARTMENT AND COMMUNITY LEGAL AID, INC. THAT ASSISTS MEDICAID-ELIGIBLE, SOCIALLY COMPLEX PATIENTS IN ADDRESSING A WIDE ARRAY OF SOCIAL DETERMINANTS OF HEALTH NEEDS. THE PROGRAM LEVERAGES PRO-BONO, PRIVATE LEGAL SERVICES WITH LAW FIRMS TO ADDRESS MULTIPLE SOCIAL FACTORS. DURING THE COVID PANDEMIC, THE MLP IMPLEMENTED REMOTE SERVICES. THE MLP STAFF ATTORNEY OFFERED VIRTUAL CLINIC HOURS TO EACH OF THE FOUR CLINICS. IN 2022, 182 REFERRALS TO LEGAL SERVICES WERE MADE TO PRO-BONO ATTORNEYS. * HEALTH INSURANCE ENROLLMENT ASSISTANCE: IS PROVIDED BY OUR FINANCIAL COUNSELORS TO IMPROVE ACCESS TO HEALTH CARE. ABOUT 8,500 PEOPLE RECEIVE HEALTH INSURANCE ENROLLMENT ASSISTANCE EACH YEAR. MENTAL HEALTH: * WORCESTER ADDRESSES CHILDHOOD TRAUMA (WORCESTER ACTS): A UNIQUE, COMMUNITY-WIDE COMMUNITY HEALTH WORKER (CHW) RESILIENT HOME VISITING PROGRAM FOR CHILDREN THAT HAVE EXPERIENCED OR WITNESSED ADVERSE CHILDHOOD EXPERIENCES (ACES). AS A MEANS OF REDUCING FUTURE VIOLENCE, THIS INTERVENTION INTRODUCES A CLINICAL RESPONSE AT THE POINT OF A TRAUMA, AS SOON AS POSSIBLE AFTER AN INCIDENT INVOLVING POLICE. THE EFFORT IS A PARTNERSHIP AMONG THE WORCESTER POLICE DEPARTMENT (WPD), YWCA, COMMUNITY HEALTHLINK (A UMMMC MENTAL HEALTH PROVIDER), UMASS MEDICAL SCHOOL CHILD TRAUMA CENTER, UMMHC CHILD PROTECTION PROGRAM, WDPH, AND CLARK UNIVERSITY. SUBSTANCE USE: * HEALTHY OPTIONS FOR PREVENTION AND EDUCATION (H.O.P.E.) COALITION PEER LEADERS: A YOUTH/ADULT PARTNERSHIP STARTED IN 2002 THAT ADDRESSES PUBLIC HEALTH CONCERNS AFFECTING AT-RISK YOUTH, INCLUDING TOBACCO AND ALCOHOL USE, VIOLENCE AND ACCESS TO MENTAL HEALTH. H.O.P.E. PEER LEADERS CO-CHAIR THE YOUTH SUBSTANCE ABUSE PREVENTION TASK FORCE WITH THE WDPH. * UMMMC PROVIDES MEDICAL SERVICES AT THE HECTOR REYES HOUSE: A RESIDENTIAL SUBSTANCE ABUSE TREATMENT PROGRAM FOR LATINO MEN PROVIDING ON-SITE MEDICAL CARE, COGNITIVE BEHAVIORAL THERAPY AND JOB TRAINING TO REDUCE RELAPSE. SERVES 80 MEN ANNUALLY INCLUDING RETURNING CLIENTS RECEIVING ONGOING CARE. CHRONIC/COMPLEX CONDITIONS AND THEIR RISK FACTORS: * UMMMC ESTABLISHED AND CO-CHAIRS A CITY-WIDE PEDIATRIC ASTHMA HOME VISITING INTERVENTION TO REDUCE SCHOOL ABSENTEEISM, HOSPITALIZATIONS, AND ED USE AMONG HIGH-RISK ASTHMATIC CHILDREN IN WORCESTER WHERE RATES OF PEDIATRIC ASTHMA-RELATED ED VISITS ARE DOUBLE THAT OF THE STATE. THE PARTNERSHIP INCLUDES ALL WORCESTER PUBLIC SCHOOLS (WPS)/HEAD START PROGRAMS, TWO COMMUNITY HEALTH CENTERS AND THE CITY'S HEALTHY HOMES OFFICE. THIS COMMUNITY/CLINICAL LINKAGE MODEL UTILIZES TRAINED, COMMUNITY HEALTH WORKERS (CHW) TO ADDRESS ASTHMA TRIGGERS IN THE HOME. CHWS PROVIDE EDUCATION TO ADDRESS MEDICATION ADHERENCE. REFERRALS ARE MADE TO COMMUNITY RESOURCES AND COMMUNITY LEGAL AID (CLA) TO RESOLVE HOME TRIGGERS THAT REQUIRE LANDLORD REMEDIATION ACTIONS. DUE TO THE COVID-19 PANDEMIC, BEGINNING IN MARCH OF 2020 AND CONTINUING IN 2022, THE PROGRAM DISCONTINUED IN-PERSON HOME VISITS AND ADAPTED BY CONDUCTING HOME VISITS VIA ZOOM AND FACETIME. ACCESS TO HEALTHY FOOD/HUNGER/FOOD INSECURITY: UMASS MEMORIAL PROVIDES FUNDING TO KEY COMMUNITY STAKEHOLDERS ADDRESSING FOOD INSECURITY AND ACCESS TO HEALTHY FOODS. THESE INCLUDE: * THE WORCESTER REGIONAL ENVIRONMENTAL COUNCIL'S URBAN AGRICULTURAL PROGRAM THAT PROVIDES YOUTH JOBS, LEADERSHIP DEVELOPMENT AND PRODUCE FOR A VEGGIE MOBILE THAT ADDRESSES FOOD INSECURITY ACROSS THE CITY. * UMMMC COMMUNITY BENEFITS STAFF ALSO SERVE AS A MEMBER OF THE WORCESTER FOOD POLICY COUNCIL (WFPC) STEERING COMMITTEE THAT CONVENES THE CHIP ACCESS TO HEALTHY FOODS WORK GROUP TO PROMOTE HEALTHY WEIGHT/HEALTHY EATING AND IMPROVE NUTRITION IN DISTRESSED, FOOD INSECURE NEIGHBORHOODS THROUGH POLICY. TO IMPROVE ACCESS TO HEALTHY FOOD FOR UNDERSERVED, FOOD DESERT AREAS THE COUNCIL WORKS ON A RANGE OF ISSUES INCLUDING HEALTHY FOOD RETAIL, SNAP/HEALTHY INCENTIVES PROGRAM (HIP), MINIMUM WAGE, AND EXPANDING URBAN AGRICULTURE OPPORTUNITIES. * UMMMC COMMUNITY BENEFITS STAFF IS ALSO PART OF THE FOOD IS MEDICINE MASSACHUSETTS (FIMMA) STATE PLANNING EFFORT BEING LED BY THE HARVARD UNIVERSITY CENTER FOR HEALTH LAW AND POLICY INNOVATION AND COMMUNITY SERVINGS THAT DEVELOPED A STRATEGIC PLAN TO FIND WAYS TO INCREASE ACCESS TO MEDICALLY-TAILORED FOODS AND IMPROVE THE AVAILABILITY OF PREPARED NUTRITIOUS FOOD FOR ECONOMICALLY-DISADVANTAGED PATIENTS BEING DISCHARGED FROM A HOSPITAL. IN 2022, COMMUNITY BENEFITS STAFF CONTINUED TO SERVE ON THE FIMMA STEERING, PROVIDER EDUCATION, OLDER ADULT AND OTHER FIMMA COMMITTEES.
Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - UMASS MEMORIAL MEDICAL CENTER. FINANCIAL ASSISTANCE - UMASSMEMORIAL MEDICAL CENTER EMPLOYS A STAFF OF FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS WHO ARE AVAILABLE BY PHONE OR BY APPOINTMENT TO SUPPORT PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND RESOLVING THEIR MEDICAL BILLS. FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE
Schedule H, Part V, Section B, Line 3E The significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community.
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - UMASS MEMORIAL - HEALTHALLIANCE-CLINTON HOSPITAL. HEALTHALLIANCE - CLINTON HOSPITAL COMMUNITY BENEFITS WORKED IN COLLABORATION WITH THE HEALTH EQUITY PARTNERSHIP OF NORTH CENTRAL MA (FORMERLY CHNA9), NORTH CENTRAL REGION STAKEHOLDERS, RESIDENTS, GRASSROOTS MINORITY LED ORGANIZATIONS, AND THE MONTACHUSETT PUBLIC HEALTH NETWORK TO LEAD THE 2021 COMMUNITY HEALTH NEEDS ASSESSMENT (APPROVED IN OCTOBER OF 2021) AND TO IMPLEMENT THE HOSPITAL'S COMMUNITY BENEFITS IMPLEMENTATION PLAN 2019-2021. THE HOSPITAL HAS A ROBUST COMMUNITY BENEFITS IMPLEMENTATION PLAN THAT HAS BEEN WORKING TO ADDRESS MANY OF THE ISSUES IDENTIFIED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT. HOWEVER, THIS ASSESSMENT HAS PROVIDED NEW INSIGHT INTO THE CHARACTERISTICS OF THE POPULATION, RISKY BEHAVIORS, AND DISEASE BURDEN, AS WELL AS COMMUNITY ATTITUDES AND PERCEPTIONS THAT HAVE ALLOWED REFINEMENT OF THE HOSPITAL'S COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION PLAN. STAFF AT MRPC AND BOTH DIRECTORS FROM EACH HOSPITAL HELD 18 FOCUS GROUPS WITH PUBLIC/PRIVATE SECTOR LEADERS AND COMMUNITY MEMBERS ACROSS VARIOUS HEALTHALLIANCE-CLINTON COMMUNITIES. ALL FOCUS GROUPS WERE CONDUCTED VIRTUALLY VIA ZOOM TO ENSURE SAFETY OF PARTICIPANTS DURING THE PANDEMIC. AN MRPC STAFF MEMBER TYPICALLY FACILITATED QUESTIONING AND CONVERSATION FOR THE SESSION. THIS ACTIVITY ALLOWS FOR THE COLLECTION OF MORE TARGETED AND NUANCED INFORMATION FROM SEGMENTS OF THE POPULATION WHO ARE DEEMED MOST AT-RISK AND THE KEY SERVICE PROVIDERS WHO SERVE THESE POPULATIONS AND ARE CRITICAL TO COMMUNITY HEALTH IMPROVEMENT. FOCUS GROUPS (1) AUGMENT FINDINGS FROM SECONDARY DATA AND KEY INFORMANT INTERVIEWS AND (2) ALLOW FOR EXPLORATION OF STRATEGIC AND PROGRAMMATIC OPTIONS TO ADDRESS IDENTIFIED HEALTH ISSUES, SERVICE GAPS, AND/OR BARRIERS TO CARE. ONE THOUSAND- THREE HUNDRED SURVEYS WERE ALSO DISTRIBUTED IN THE HOSPITAL'S CATCHMENT AREA. THE SURVEYS ALLOWED TO CAPTURE INFORMATION DIRECTLY FROM COMMUNITY RESIDENTS AND, TO SOME EXTENT, REPRESENTATIVES FROM LOCAL SERVICE PROVIDERS OR COMMUNITY ORGANIZATIONS. INPUT IS CAPTURED FROM RESIDENTS ON (1) COMMUNITY HEALTH NEEDS AND PRIORITIES, (2) SERVICE SYSTEM GAPS, (3) BARRIERS TO CARE ACROSS A WIDE ARRAY OF HEALTH-RELATED SERVICE AND COMMUNITY RESOURCE DOMAINS (E.G., HEALTH, HOUSING, TRANSPORTATION, SAFETY, FOOD ACCESS). THE SURVEYS ARE CRITICAL TO FULFILLING A COMPREHENSIVE COMMUNITY ENGAGEMENT PLAN AND WILL SUPPORT THE DEVELOPMENT OF A SOUND AND OBJECTIVE HEALTH NEEDS ASSESSMENT THAT WILL BE USED TO DEVELOP PROGRAMS THAT REDUCE DISPARITIES AND IMPROVE HEALTH STATUS.
Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - UMASS MEMORIAL - HEALTHALLIANCE-CLINTON HOSPITAL. THE HOSPITAL'S 2021 CHNA WAS DEVELOPED THROUGH A COLLABORATIVE PROCESS INVOLVING HEYWOOD HEALTH CARE.
Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - UMASS MEMORIAL - HEALTHALLIANCE-CLINTON HOSPITAL. THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED WITH INPUT FROM OUR COMMUNITY PARTNERS INCLUDING: THE NORTH REGION HEALTH EQUITY PARTNERSHIP COALITION (FORMERLY CHNA9), COMMUNITY HEALTH CONNECTIONS, THE JOINT COALITION ON HEALTH, NORTH REGION HOMELESSNESS TASK FORCE, AND THE MONTACHUSETT PUBLIC HEALTH NETWORK.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - UMASS MEMORIAL - HEALTHALLIANCE-CLINTON HOSPITAL. THE HOSPITAL CONDUCTED IT'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN 2021 AND DEVELOPED ITS COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION STRATEGY. THE CHNA INCLUDED A PRIORITIZATION PROCESS THAT IDENTIFIED THE MOST PRESSING NEEDS THAT OFFER OPPORTUNITIES TO PARTNER AND LEVERAGE RESOURCES. THE PRIORITIZATION PROCESS WAS LED BY A STEERING COMMITTEE WITH THE SUPPORT OF THE HOSPITAL'S STAFF, CHNA ADVISORY COMMITTEE, PATIENT AND FAMILY ADVISORY COUNCILS (PFACS) AND OTHER STAKEHOLDERS AND INCLUDED INPUT FROM OVER 200 COMMUNITY STAKEHOLDERS. THE NEEDS IDENTIFIED IN THE CHNA ARE 1) HEALTH CARE ACCESS AND QUALITY, 2) SOCIAL AND COMMUNITY CONTEXT, 3) HOUSING, NEIGHBORHOOD, AND BUILT ENVIRONMENT, 4) ECONOMIC STABILITY 5) HEALTHY FOOD AND NUTRITION, 6) BEHAVIORAL HEALTH AND SUBSTANCE USE, AND 7) CHRONIC DISEASE. THE HOSPITAL'S COMMUNITY BENEFIT STRATEGIC IMPLEMENTATION STRATEGY ALIGNS WITH THE PRIORITY FINDINGS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP). THE FOLLOWING ARE COMMUNITY ACTIVITIES / STRATEGIES, AND DETERMINATION OF NEED (DON) FUNDED PROJECTS THAT ADDRESS THE IDENTIFIED HEALTH PRIORITIES NEEDS AND WERE IMPLEMENTED DURING FY 2021: 1) HEALTH CARE ACCESS AND QUALITY: * ANCHOR MISSION: UMASS MEMORIAL HEALTH - HEALTHALLIANCE-CLINTON HOSPITAL WORKS IN COLLABORATION WITH THE SYSTEM'S ANCHOR MISSION FOCUSING ON FOUR PILLARS: LOCAL PROCUREMENT, WORKFORCE DEVELOPMENT, INVESTMENT AND VOLUNTEERISM AS A MEANS OF IMPROVING THE ECONOMIC STATUS, HEALTH, AND WELL-BEING OF VULNERABLE, LOW-INCOME POPULATIONS IN TARGETED AREAS. FOR EXAMPLE, A DIVERSE HIRING COMMITTEE WORKS WITH COMMUNITY-BASED, WORKFORCE ORGANIZATIONS SERVING VULNERABLE POPULATIONS. THE HOSPITAL'S SR. DIRECTOR OF EXTERNAL AFFAIRS AND COMMUNITY HEALTH DIRECTOR/COORDINATOR SERVES ON SEVERAL UMASS MEMORIAL HEALTH ANCHOR MISSION TASK FORCES THAT ARE WORKING WITH DIFFERENT COMMUNITY GROUPS ON WORKFORCE DEVELOPMENT NEIGHBORHOOD REVITALIZATION/HOUSING, POVERTY, AND EMPLOYEE ENGAGEMENT. * HOSPITAL FINANCIAL COUNCILOR PROGRAM: COUNCILORS ENROLL AND EDUCATE COMMUNITY MEMBERS ABOUT EXISTING HEALTH INSURANCE PLANS, ENROLLING OVER 2,000 COMMUNITY MEMBERS IN FISCAL YEAR 2022. * NORTH REGION HEALTH EQUITY PARTNERSHIP COALITION'S (FORMERLY CHNA9): AS PART OF THIS STATEWIDE EFFORT, THE HOSPITAL PARTNERS WITH HEALTH EQUITY PARTNERSHIP TO DEVELOP, IMPLEMENT AND INTEGRATE COMMUNITY PROJECTS TO EFFECTIVELY UTILIZE COMMUNITY RESOURCES TO CREATE HEALTHIER COMMUNITIES THROUGH A HEALTH EQUITY FRAMEWORK. THE HOSPITAL'S COMMUNITY BENEFIT STAFF WORKS IN COLLABORATION WITH HEALTH EQUITY PARTNERSHIP AS AN ACTIVE STEERING COMMITTEE MEMBER, HELPS TO CONVENE COMMUNITY STAKEHOLDERS TO IMPLEMENT THE CHIP, AND REVIEW GRANT PROPOSALS SUBMITTED BY NOT-FOR-PROFIT COMMUNITY-BASED ORGANIZATIONS THAT ADDRESS THE PRIORITY AREAS. * HEALTHALLIANCE-CLINTON COMMITTEE ON EQUAL OPPORTUNITY AND DEI COMMITTEE: THE HOSPITAL COORDINATED AN ACTIVE COMMITTEE OF DIVERSE COMMUNITY MEMBERS, STAKEHOLDERS, AND HOSPITAL PERSONNEL WHO MEET MONTHLY TO DEVELOP IDEAS AND IMPLEMENT STRATEGIES ON HOW TO COMBAT INSTITUTIONAL RACISM, IDENTIFY ISSUES THAT AFFECT DISADVANTAGED, UNDERSERVED POPULATIONS IN OUR COMMUNITIES, OFFERING SOLUTIONS TO IMPROVE SOCIAL DETERMINANTS OF HEALTH (SDOH) AND HEALTH CARE EXPERIENCE AT HEALTHALLIANCE-CLINTON HOSPITAL. REPRESENTATIVES OF THE DIVERSITY EQUITY INCLUSION AND BELONGING (DEIB) COMMITTEE, HELP TO ASSIST IN DEVELOPING RECOMMENDATIONS TO HOSPITAL'S SENIOR LEADERSHIP TO: - INCREASE AWARENESS OF HEALTH AND RACIAL INEQUITIES AND IMPACTS OF SOCIAL DETERMINANTS - REDUCE BARRIERS TO HEALTH CARE SERVICES AND DISPARITIES IN HEALTH OUTCOMES - PROMOTE CULTURAL SENSITIVITY AT THE HOSPITAL, THE COMMUNITY AND OTHER CLINICAL AND NON-CLINICAL PARTNERS. DUE TO A STAFFING CHANGE IN THE COMMUNITY BENEFITS OFFICE AS WELL AS A UMMH SYSTEM EFFORT TO ADDRESS DIVERSITY, EQUITY, INCLUSION AND BELONGING, HEALTHALLIANCE-CLINTON HOSPITAL IS RESTRUCTURING THIS WORK LOCALLY. SOCIAL AND COMMUNITY CONTEXT * EXPAND THE SOCIAL DETERMINANT OF HEALTH SCREENING TOOL AND COMMUNITYHELP IN THE HEALTHALLIANCE-CLINTON HOSPITAL SERVICE AREA. EFFORTS ARE UNDERWAY TO INCREASE REFERRAL OUTCOMES AS A RESULT OF SDOH SCREENING TOOLS IN INPATIENT/OUTPATIENT SETTINGS UTILIZING MEDICAL ELECTRONIC RECORDS, COMMUNITYHELP (AN ONLINE RESOURCE INVENTORY LINKING PEOPLE TO COMMUNITY RESOURCES), AND WARM HANDOFFS TO COMMUNITY PARTNERS TO INCREASE ACCESS TO COMPREHENSIVE, HIGH-QUALITY, EQUITABLE HEALTH CARE SERVICES. SPECIFICALLY, THE FITCHBURG FAMILY PRACTICE AND SIMONDS-SINON REGIONAL CANCER CENTER ARE ENGAGED IN THIS EFFORT. * FOOD AS MEDICINE IN AUGUST OF 2022, HEALTHALLIANCE-CLINTON HOSPITAL LAUNCHED THE RX FOOD FARMACY INITIATIVE AT THE SIMONDS-SINON REGIONAL CANCER CENTER IN COLLABORATION WITH GROWING PLACES AND ITS LOCAL FOOD WORKS. THIS PILOT INITIATIVE WAS MADE POSSIBLE AS THE RESULT OF $72,000 FROM PRIVATE DONATIONS TO UMMH WITH THE EXPRESS PURPOSE OF CREATING BETTER PATHWAYS FOR PATIENTS TO ACCESS FOOD AS MEDICINE. - SOCIAL DETERMINANT OF HEALTH ASSESSMENT TOOL UTILIZED TO IDENTIFY FOOD INSECURITY AMONG CANCER CENTER PATIENTS - CONDUCTED 298 SDOH SCREENINGS (AUGUST 1-DECEMBER 25, 2022) - IDENTIFY NEEDS OF PATIENTS AND MAKE APPROPRIATE FOOD AS MEDICINE REFERRALS- OF THOSE SCREENED, 10% (36) OF PATIENTS INDICATED FOOD INSECURITIES; 100% REFERRED TO NUTRITIONIST AND GROWING PLACES - FRESH FOOD RESOURCES AND SNAP/HIP SCREENINGS: 26 PATIENTS WERE PROVIDED TOKENS TO RECEIVE MONTHLY FRESH FOOD. 100% OF THOSE PATIENTS WERE SCREENED AND/OR ENROLLED FOR SNAP AND HIP BENEFITS. ONCE ENROLLED, PATIENTS CAN SIGN UP FOR MONTHLY FRESH FOOD CSA DELIVERY UTILIZING THEIR EBT CARDS. - FRESH FOOD MARKET ACCESS FOR PATIENTS: 7 MONTHLY MOBILE MARKETS WERE HELD AT THE CANCER CENTER WITH LOCALLY GROWN FRESH FOOD BETWEEN 8/1/22-11/7/22 2) HOUSING, NEIGHBORHOOD, AND BUILT ENVIRONMENT * NORTH REGION HOMELESSNESS TASK FORCE: HOSPITAL COMMUNITY BENEFITS STAFF ENGAGED IN CROSS-SECTOR COLLABORATION AND ADVOCACY EFFORTS WITH THE MA NORTH REGIONAL HOUSING NETWORK AIMING TO REDUCE HOMELESSNESS AND INCREASE HOUSING AFFORDABILITY * DON T1 FUNDING TO HELP SUPPORT HABITAT FOR HUMANITY NORTH CENTRAL MASSACHUSETTS' (NCM) HOME OWNERSHIP AND CRITICAL REPAIR PROGRAMS ADDRESS ONE OF THE LEADING SOCIAL DETERMINANTS OF HEALTH - SAFE AND AFFORDABLE HOUSING FOR FAMILIES UNDER 60% OF THE AREA MEDIAN INCOME. IN OUR STATE, ONE IN SEVEN HOUSEHOLDS SPEND MORE THAN HALF OF THEIR INCOME ON HOUSING, LEAVING THEM UNABLE TO AFFORD DECENT SHELTER AND WITH LITTLE TO SPEND ON FOOD AND HEALTH. HABITAT FOR HUMANITY'S BUILDING AND HOME REPAIR PROGRAMS PROVIDE A "HAND UP" TO THESE FAMILIES IN NEED. * DON T2 FUNDED UNITED WAY OF NORTH CENTRAL MASSACHUSETTS TO HELP SUPPORT FINANCIAL COACHING, PROFESSIONAL DEVELOPMENT AND ACCREDITATION FOR UP TO 8 STAFF *IMPLEMENTATION OF COMPREHENSIVE FINANCIAL COACHING AND EDUCATION SERVICES AT UP TO 4 COMMUNITY-BASED ORGANIZATIONS IN FITCHBURG/LEOMINSTER, GARDNER, AND ATHOL *DEVELOP POLICY/PROGRAMMATIC APPROACHES TO RACIAL INEQUITY. MEASURE FINANCIAL IMPROVEMENT FOR UP TO 300 HOUSEHOLDS ANNUALLY. THIS INCLUDES INCREASES IN INCOME/SAVINGS, IMPROVED CREDIT SCORES, ASSET ATTAINMENT AND/OR CHANGES IN OVERALL NET WORTH. 3) ECONOMIC STABILITY * SCHOLARSHIP FOR COLLEGE EDUCATION IN HEALTH FIELD: UMASS MEMORIAL HEALTH - HEALTHALLIANCE-CLINTON HOSPITAL PROVIDED THREE SCHOLARSHIPS TO HIGH SCHOOL GRADUATING SENIORS LIVING IN THE SERVICE AREA WHO ARE PURSUING A COLLEGE EDUCATION IN A HEALTH-RELATED FIELD. * THE FINANCIAL EMPOWERMENT CENTER ADVISORY COUNCIL: HEALTHALLIANCE-CLINTON HOSPITAL'S SR. DIRECTOR OF EXTERNAL AFFAIRS IS A MEMBER OF THE FINANCIAL EMPOWERMENT CENTER ADVISORY COUNCIL. THE COMMITTEE, COMPRISED OF REPRESENTATIVES FROM THE FINANCIAL SERVICES INDUSTRY, NON-PROFIT ORGANIZATIONS, MUNICIPALITIES, AND LOCAL EMPLOYERS, ADVISE THROUGH EQUITABLE LENS ON: - IDENTIFYING AND LEVERAGING FINANCIAL PRODUCTS FOR PRIORITIZED POPULATIONS, AREAS FOR POTENTIAL GROWTH (NEW SERVICES, PARTNERSHIPS ETC.), RESOURCE DEVELOPMENT, PERFORMANCE MANAGEMENT AND EVALUATION. * DON FUNDS SUPPORTED THE HEALTH EQUITY PARTNERSHIP (CHNA9) TO CONVENE 6 LOCAL INSTITUTIONS, INCLUDING COMMUNITY HEALTH CONNECTIONS, FITCHBURG STATE UNIVERSITY, GARDNER PUBLIC SCHOOLS, HEYWOOD HEALTHCARE, AND LUK TO FORM THE NORTH CENTRAL MASSACHUSETTS ANCHOR COLLABORATIVE. ANCHOR INSTITUTIONS ARE LARGE PLACE-BASED EMPLOYERS THAT PLAY A VITAL ROLE INVESTING IN THEIR LOCAL COMMUNITIES AND ECONOMIES. THE GOAL OF THIS EFFORT IS TO DEVELOP A COHESIVE COLLABORATIVE OF LOCAL ANCHOR ORGANIZATIONS THAT CAN SYSTEMATICALLY HAVE DIRECT IMPACTS ON GROWING AND SUSTAINING LOCAL ECONOMIC AND SOCIAL WEALTH AS WELL AS HEALTHY COMMUNITIES.
Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.. UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. THE HOSPITAL EMPLOYS A STAFF OF FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS WHO ARE AVAILABLE BY PHONE OR BY APPOINTMENT TO SUPPORT PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND RESOLVING THEIR MEDICAL BILLS. FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE.
Schedule H, Part V, Section B, Line 3E Yes, the significant health needs identified in the CHNA are a prioritized description of the significant health needs of the community.
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - MARLBOROUGH HOSPITAL. TO UNDERSTAND PUBLIC PERCEPTIONS AROUND A RANGE OF HEALTH ISSUES IN THE METROWEST REGION, A COMMUNITY HEALTH SURVEY WAS DEVELOPED AND ADMINISTERED ONLINE AND VIA PAPER SURVEYS TO RESIDENTS THROUGHOUT THE 22 COMMUNITIES. THE SURVEY EXPLORED KEY HEALTH CONCERNS OF COMMUNITY RESIDENTS, ACCESS TO SERVICES, AND THEIR PRIMARY PRIORITIES FOR SERVICES AND PROGRAMMING. THE METROWEST COMMUNITY PARTNERS DISSEMINATED THE SURVEY LINK VIA THEIR NETWORKS AS WELL AS THROUGH LOCAL MEDIA. THE SURVEY WAS AVAILABLE IN ENGLISH, SPANISH, AND PORTUGUESE AND WAS ADVERTISED THROUGH LANGUAGE-SPECIFIC CHANNELS AS WELL. A TOTAL OF 799 RESPONDENTS WERE INCLUDED IN THE FINAL SAMPLE. THE MAJORITY (78.4%) OF SURVEY RESPONDENTS WERE FEMALE AND OVER HALF (55.5%) WERE AGE 50 YEARS OR OLDER. ONE QUARTER (25.2%) OF RESPONDENTS SELF-IDENTIFIED AS A MINORITY RACE/ETHNICITY, INCLUDING 13.1% WHO IDENTIFIED AS HISPANIC OR LATINO.
Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - MARLBOROUGH HOSPITAL. THE CHNA WAS COMPLETED IN CONJUNCTION WITH THE METROWEST MEDICAL CENTER.
Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - MARLBOROUGH HOSPITAL. THE CHNA WAS COMPLETED IN CONJUNCTION WITH METROWEST HEALTH FOUNDATION, METROWEST MEDICAL CENTER, HUDSON HEALTH DEPARTMENT, AND FRAMINGHAM HEALTH DEPARTMENT AND CHNA7
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - MARLBOROUGH HOSPITAL. UMASS MEMORIAL - MARLBOROUGH HOSPITAL, FY2022 COMMUNITY BENEFITS TARGET POPULATIONS ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS INCLUDING A RANGEOF FOCUS GROUPS, KEY STAKEHOLDER INTERVIEWS, FORUMS AND SURVEYS. THIS INCLUDES THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHA) PROCESS AND THE DEVELOPMENT OF A COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) TO ADDRESS THE PRIORITY AREAS IDENTIFIED IN THE CHA. THE MOST RECENT CHA WAS CONDUCTED IN 2019 AND PRIORITY AREAS IDENTIFIED IN THE 2019 CHA ARE: INCREASE AWARENESS OF SUBSTANCE USE DISORDER, MENTAL HEALTH, PROMOTE HEALTHY AGING, INCREASE ACCESS TO HEALTH CARE, PROMOTE HEALTH AND WELLNESS, SPECIFICALLY OBESITY. DUE TO THE COVID PANDEMIC, MANY OF THE INITIATIVES TO ADDRESS THESE ISSUES WERE PAUSED, EXCLUDING INCREASE ACCESS TO HEALTH CARE. MARLBOROUGH HOSPITAL ADDRESSED THIS PRIORITY THROUGH THE FOLLOWING PROGRAMS AND EFFORTS: ACCESS TO CARE *ASSISTED RESIDENTS OF THE COMMUNITY IN ENROLLING IN MASS HEALTH OR OTHER HEALTH INSURANCE PROGRAMS. ASSISTANCE IS OFFERED IN ENGLISH, SPANISH AND PORTUGUESE. *IMPROVED ACCESS TO CARE BY PROVIDING MEDICAL SERVICES TO ELDERS. ENROLLED 2737 PEOPLE INTO THE APPROPRIATE HEALTHPLANS. *ESTABLISHED VACCINATION CLINICS IN PARTNERSHIP WITH THE CITY OF MARLBOROUGH, THE TOWN OF HUDSON, THE MARLBOROUGH PUBLIC SCHOOLS, THE HUDSON PUBLIC SCHOOLS AND THE EDWARD M. KENNEDY COMMUNITY HEALTH CENTERS AND UMASS MEMORIAL HEALTH. THE GOAL OF THE CLINIC WAS TO PROVIDE VACCINE TO THE MOST VULNERABLE MEMBERS OF THE COMMUNITY, INCLUDING CHILDREN, SENIORS, UNDOCUMENTED INDIVIDUALS, INDIVIDUALS WITH LIMITED ENGLISH PROFICIENCY AT A LOCATION THAT WAS CLOSER TO WHERE THEY LIVE AND OFFERED AT MORE CONVENIENT TIMES. *PROVIDED FREE COVID TESTS TO RESIDENTS OF THE COMMUNITY IN PARTNERSHIP THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, THE CITY OF MARLBOROUGH, THE TOWN OF HUDSON. COVID TESTS WERE AVAILABLE BOTH AT THE HOSPITAL AND AT A CONVENIENT LOCATION AND WAS AVAILABLE TO ALL RESIDENTS. HEALTH INSURANCE AND DOCUMENTATION WAS NOT NECESSARY IN ORDER TO HAVE AN RT-PCR COVID TEST. PHONE CALLS WERE MADE AND RESULTS WERE PROVIDED IN ENGLISH, SPANISH AND PORTUGUESE. ANCHOR MISSION: UMASS MEMORIAL'S ANCHOR MISSION FOCUSES ON FOUR PILLARS: LOCAL PROCUREMENT, WORKFORCE DEVELOPMENT AND INVESTMENT AS A MEANS OF IMPROVING THE ECONOMIC STATUS, HEALTH AND WELL-BEING OF VULNERABLE, LOW-INCOME POPULATIONS IN TARGETED AREAS. FOR EXAMPLE, A DIVERSE HIRING COMMITTEE WORKS WITH COMMUNITY-BASED, WORKFORCE ORGANIZATIONS SERVING VULNERABLE POPULATIONS. WE HAVE SEVERAL ANCHOR MISSION TASK FORCES THAT ARE WORKING WITH DIFFERENT COMMUNITY GROUPS ON WORKFORCE DEVELOPMENT NEIGHBORHOOD REVITALIZATION/HOUSING, POVERTY AND EMPLOYEE ENGAGEMENT. THE HOSPITAL RESPONDS TO PRIORITY HEALTH NEEDS IN MANY WAYS, AND IN TIMES THAT ARE CRITICAL FOR PATIENTS IN CRISIS. IN ADDITION TO CHARITY CARE, INDIGENT CARE, A SIGNIFICANT NUMBER OF PROGRAMS AND SERVICES OFFERED ADDRESS THE PRIORITY NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IN ACCORDANCE WITH THE HOSPITAL'S COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION PLAN. OUR HOSPITAL DOES NOT HAVE THE AVAILABLE RESOURCES TO DEVELOP INITIATIVES TO MEET EVERY HEALTH NEED IDENTIFIED, WHICH MAKES COLLABORATION WITH COMMUNITY ORGANIZATIONS AND STAKEHOLDERS CRITICAL.
Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - MARLBOROUGH HOSPITAL. FINANCIAL ASSISTANCE - MARLBOROUGH HOSPITAL EMPLOYS FINANCIAL COUNSELORS WHO ARE AVAILABLE BY PHONE OR BY APPOINTMENT TO SUPPORT PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND FOR HELP RESOLVING THEIR MEDICAL BILLS. FINANCIAL COUNSELORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE.
Schedule H, Part V, Section B, Line 2 EFFECTIVE JULY 1, 2021 UMASS MEMORIAL COMMUNITY HOSPITALS, INC. BECAME THE SOLE CORPORATE MEMBER OF UMASS MEMORIAL HEALTH - HARRINGTON, (HARRINGTON) (FORMERLY KNOWN AS HARRINGTON HEALTHCARE SYSTEM) THROUGH AN AFFILIATION AGREEMENT. THIS TRANSACTION ALIGNS WITH OUR REGIONAL STRATEGY TO PROVIDE HIGH QUALITY, COST-EFFECTIVE CARE TO ALL OF CENTRAL MASSACHUSETTS. HARRINGTON IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING INPATIENT, OUTPATIENT AND EXTENDED CARE SERVICES TO RESIDENT IN ITS SERVICE AREA.
Schedule H, Part V, Section B, Line 3E YES, THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE CHNA ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY.
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - HARRINGTON MEMORIAL HOSPITAL. INPUT FROM DIVERSE PERSONS WHO REPRESENT THE COMMUNITY WAS TAKEN INTO ACCOUNT. UMASS MEMORIAL HARRINGTON HOSPITAL. THE HOSPITAL CONDUCTED KEY STAKEHOLDER INTERVIEWS AND A COMMUNITY HEALTH SURVEY WHICH ALLOWED FOR COMMUNITY MEMBERS TO PROVIDE THEIR FEEDBACK AND PRIORITIZATION ON COMMUNITY HEALTH-RELATED STRENGTHS, NEEDS, AND A VISION FOR THE FUTURE. THE CHNA PROCESS GATHERED EXTENSIVE QUANTITATIVE DATA FROM FEDERAL, STATE, AND LOCAL SOURCES FOR THE HOSPITAL'S SERVICE AREA. THESE EFFORTS GATHERED CRITICAL COMMUNITY INPUT FROM SERVICE PROVIDERS, COMMUNITY LEADERS AND NEIGHBORHOOD RESIDENTS WITH AN EMPHASIS ON ENGAGING AT-RISK POPULATIONS AS WELL AS SERVICE PROVIDERS. IN JUNE OF 2022, HARRINGTON ADMINISTERED A WEB-BASED COMMUNITY HEALTH SURVEY, OPEN TO ALL INDIVIDUALS WHO LIVE AND WORK IN THE HOSPITAL'S SERVICE AREA. HOSPITAL STAFF WORKED TO CRAFT A SURVEY THAT WAS ACCESSIBLE AND EASY TO UNDERSTAND. IT WAS DISTRIBUTED WIDELY, FROM JUNE 23RD-AUGUST 22ND, 2022. THE INFORMATION GATHERED THROUGH THESE EFFORTS ENABLED THE HOSPITAL TO ENGAGE THE COMMUNITY AND GAIN A BETTER UNDERSTANDING OF THE REGION'S CAPACITY, STRENGTHS AND WEAKNESSES, AS WELL AS HEALTH STATUS, BARRIERS TO CARE, SERVICE GAPS AND UNDERLYING DETERMINANTS OF HEALTH. WHILE IT WAS NOT POSSIBLE FOR THIS ASSESSMENT TO INVOLVE ALL COMMUNITY STAKEHOLDERS, ENGAGED A COMPREHENSIVE AND INCLUSIVE SAMPLE OF THE POPULATION; THOSE INVOLVED SHOWED COMMITMENT TO STRENGTHENING THE REGION'S HEALTH SYSTEM, PARTICULARLY FOR PEOPLE MOST AT-RISK.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Harrington Memorial Hospital. THE HOSPITAL CONDUCTED ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT IN 2021 AND DEVELOPED ITS COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION STRATEGY. THE PRIORITIZATION PROCESS OF IDENTIFIED COMMUNITY HEALTH NEEDS WAS LED BY CHRIS CANNIFF, VP, ADMINISTRATION AND SUE FAFARD-DESROSIERS, COMMUNITY OUTREACH HEALTH EDUCATOR/ MANAGER BASED ON INPUT FROM COMMUNITY STAKEHOLDERS. A TOTAL OF OVER 1,500 PARTICIPATED IN THE CHNA PROCESS THROUGH KEY INFORMANT INTERVIEWS AND A COMMUNITY HEALTH SURVEY. THE HOSPITAL'S COMMUNITY BENEFIT STRATEGIC IMPLEMENTATION STRATEGY ALIGNS WITH THE PRIORITY FINDINGS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE OTHER NEEDS THAT ARE NOT INCLUDED IN THE CHNA/CHIP ARE NOT BEING ADDRESSED BECAUSE THEY ARE NOT A PART OF THE IDENTIFIED PRIORITY CHIP DOMAIN AREAS AND DUE TO LIMITED FUNDING. COMMUNITY BENEFITS TARGET POPULATIONS ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS INCLUDING ROBUST INPUT THROUGH FOCUS GROUPS, KEY STAKEHOLDER INTERVIEWS AND A ROBUST COMMUNITY HEALTH SURVEY. THIS INCLUDES THE CHNA PROCESS AND THE DEVELOPMENT OF THE HOSPITAL'S COMMUNITY BENEFITS STRATEGIC IMPLEMENTATION PLAN TO ADDRESS THE PRIORITY AREAS IDENTIFIED IN THE CHNA. PRIORITY AREAS IDENTIFIED IN THE 2021 CHNA ARE: * SOCIAL DETERMINANTS OF HEALTH, INCLUDING: ECONOMIC INSECURITY, TRANSPORTATION, HOUSING, FOOD INSECURITY, CULTURAL AND LINGUISTIC BARRIERS * BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE USE, INCLUDING: DEPRESSION, STRESS, ANXIETY, TRAUMA, SOCIAL ISOLATION, SERIOUS MENTAL ILLNESS, INTERPERSONAL VIOLENCE; OPIOIDS, ALCOHOL, TOBACCO, AND MARIJUANA USE * ACCESS TO CARE, INCLUDING: AFFORDABILITY, ACCESS TO PRIMARY CARE AND BEHAVIORAL HEALTH CARE, CULTURALLY AND LINGUISTICALLY APPROPRIATE CARE * CHRONIC/COMPLEX CONDITIONS AND THEIR RISK FACTORS, INCLUDING: HEART DISEASE AND STROKE, OBESITY, CANCER, DIABETES, AND NEUROLOGICAL CONDITIONS (E.G., ALZHEIMER'S, DEMENTIA) * HEALTH EQUITY: A CROSS-CUTTING PRIORITY THAT AFFECTS BARRIERS TO CARE, HEALTH OUTCOMES, AND HEALTH DISPARITIES IN EACH OF THE OTHER PRIORITY AREAS THE FOLLOWING CROSS-CUTTING ISSUES THAT UNDERLIE THE LEADING HEALTH PRIORITIES WERE ALSO IDENTIFIED AS NECESSARY TO ADDRESS TO IMPROVE OVERALL HEALTH STATUS AND REDUCE EXISTING DISPARITIES: * RACISM, DISCRIMINATION, AND HEALTH EQUITY * HEALTH SYSTEM ISSUES (E.G., WORKFORCE ISSUES, HEALTH LITERACY, CARE COORDINATION, HEALTH INFORMATION TECHNOLOGY, AND HEALTH INFORMATION EXCHANGE) UMASS MEMORIAL HARRINGTON HOSPITAL ADDRESSED THESE PRIORITY AREAS THROUGH THE FOLLOWING PROGRAMS AND EFFORTS IN 2022: * AT-RISK YOUTH - HARRINGTON TEEN SELF WELLNESS PROGRAM: SUPPORTED TEENS AND YOUNG ADULTS AGES 13-26 WITH WELLNESS INFORMATION INCLUDING ANTI BULLYING, HEALTHY RELATIONSHIPS, DOMESTIC VIOLENCE AND ABSTINENCE. UTILIZATION OF MOBILE UNIT "HARRINGTON ON WHEELS" TO PROVIDE GENERAL OUTREACH. EDUCATION IS ALSO DISTRIBUTED TO PARENTS OF TEENS AND YOUNG ADULTS. THE PROGRAM PROVIDES OUTREACH TO ADULTS AGES 13-26 ON BUILDING HEALTHY RELATIONSHIPS, SAFE SEX, ANTI-BULLYING AND OTHER WELLNESS PREVENTION EDUCATION. IN 2022, THIS PROGRAM WAS ABLE TO REACH 1150 TEENS AND YOUNG ADULTS. THIS PROGRAM WAS DPH GRANT FUNDED AND ENDED 6/30/22. NUMBERS ARE STILL IMPACTED BY COVID - 19. * NUTRITION EDUCATION: PROVIDED NUTRITION INFORMATION INCLUDING SUGAR, SALT AND FAT CONTENTS OF POPULAR FOODS AND DRINKS AS A MEANS OF IMPROVING HEALTH AND ADDRESSING CHRONIC CONDITIONS AMONG VULNERABLE POPULATIONS. PARTNERED WITH COMPLIMENTARY BODY COMPOSITION ANALYSIS SCREENING. APPROXIMATELY 480 COMMUNITY MEMBERS RECEIVED EDUCATION ON HEALTHY EATING AND HEALTHY FOOD RESOURCES IN 2022. NUMBERS ARE STILL BEING IMPACTED BY COVID - 19. * OPIOID AWARENESS EDUCATION: PROVIDED INFORMATION AND EDUCATION ON THE RISING OPIOID EPIDEMIC IN HARRINGTON'S FOOTPRINT AND HOW IT RELATES TO THE STATEWIDE DISPARITIES AND PRIORITY AREAS. PROVIDED FOCUSED EDUCATION TO THE COMMUNITY AND REFERRING AGENCIES, LAW ENFORCEMENT AND MUNICIPAL LEADERS. IN NOVEMBER 2020, HARRINGTON HOSPITAL INTRODUCED THE OPENING OF OUR NEW AIC (ADDICTION IMMEDIATE CARE) UNIT IN WEBSTER, MA. THERE WERE SEVERAL INFORMATIONAL FORUMS AND PRESENTATIONS ON HOW TO ADDRESS THE OPIOID EPIDEMIC IN OUR COMMUNITY. APPROXIMATELY 1075 INDIVIDUALS ATTENDED THE FORUMS IN 2022. NUMBERS ARE STILL BEING IMPACTED BY COVID - 19. * HEALTH EDUCATION: HANDS ONLY CPR TRAINING AND HEART DISEASE EDUCATION: PROVIDE FREE DEMONSTRATIONS AND TRAINING FOR HANDS-ONLY CPR TO COMMUNITY MEMBERS IN COLLABORATION WITH EDUCATION ABOUT HEART DISEASE AND CARDIAC ARREST SO MORE COMMUNITY MEMBERS ARE EQUIPPED TO SAVE LIVES. IN 2022, A TOTAL OF 34 COMMUNITY EVENTS WERE HELD AND 825 INDIVIDUALS WERE TRAINED IN HANDS ONLY CPR. NUMBERS ARE STILL IMPACTED BY COVID -19. * STROKE EDUCATION AND CARDIOVASCULAR HEALTH EDUCATION: EDUCATED COMMUNITY ON SYMPTOMS OF STROKE AND LIFESTYLE MODIFICATIONS TO INCREASE CARDIOVASCULAR HEALTH. OUR COMMUNITY OUTREACH TEAM WAS ABLE TO REACH 610 COMMUNITY MEMBERS IN 2022. NUMBERS ARE STILL BEING IMPACTED BY COVID - 19. * CANCER CARE SUPPORT; PROGRAMS/STRATEGIES TO ADDRESS HEALTH NEED: PROVIDED ONGOING CANCER SUPPORT TO PATIENTS AND CAREGIVERS AS WELL AS FAMILY MEMBERS IN THE SOUTH-CENTRAL MA AREA. IN 2022, EXTERNAL AND MULTIPLE INTERNAL SUPPORT GROUPS FOR PATIENTS ONLY WERE HELD AND ATTENDED BY 40-50 INDIVIDUALS. THEIR CAREGIVERS WERE ALSO OFFERED THE SAME, AND 60 PLUS INDIVIDUALS ATTENDED THESE VIRTUAL SESSIONS. THESE SESSIONS WERE HELD VIRTUALLY ONCE A MONTH FOR THE PATIENTS AND CAREGIVERS. * CANCER SURVIVORS NIGHT HARRINGTON HOSPITAL'S CANCER CENTER PROVIDED A CELEBRATORY AND INFORMATIVE DINNER AND/OR BREAKFAST TO CELEBRATE CANCER SURVIVORS OF ALL STAGES WITHIN OUR COMMUNITY. IN 2022, DUE TO SOME COVID-19 PROTOCOLS THERE HAS BEEN NO CELEBRATION SCHEDULED. * HEALTH SCREENINGS: PROVIDED FREE SKIN ANALYSIS AND SUN DAMAGE SCREENING UTILIZING A UV MACHINE LIGHT BOX. COLLABORATE EDUCATION ON SUNSCREEN LOTIONS AND SKIN CANCER. IN 2022, OUR EDUCATORS WERE ABLE TO REACH 280 INDIVIDUALS AND EDUCATE THEM REGARDING SUN DAMAGE. NUMBERS WERE STILL BEING IMPACTED BY COVID - 19.
Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - HARRINGTON MEMORIAL HOSPITAL. UMASS MEMORIAL HARRINGTON HOSPITAL EMPLOYS A STAFF OF FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS WHO ARE AVAILABLE BY PHONE OR BY APPOINTMENT TO SUPPORT PATIENTS IN APPLYING FOR FINANCIAL ASSISTANCE AND RESOLVING THEIR MEDICAL BILLS. FINANCIAL COUNSELORS, CERTIFIED APPLICATION COUNSELORS, CUSTOMER SERVICE REPRESENTATIVES AND GUARANTOR COLLECTORS PROVIDE POTENTIALLY ELIGIBLE PATIENTS WITH THE APPROPRIATE METHODS OF APPLYING FOR HEALTH CARE COVERAGE AS LISTED ON THE MASSACHUSETTS CONNECTORCARE WEBSITE.
Schedule H, Part V, Section B, Line 24 Facility , 1 Facility , 1 - HARRINGTON MEMORIAL HOSPITAL. ALL HOSPITAL PATIENTS ARE CHARGED ACCORDING TO THE HOSPITAL'S ESTABLISHED CHARGES FOR SERVICES. IT IS INCUMBENT UPON THE PATIENT TO AVIAL HIMSELF/HERSELF OF RELIEF THROUGH THE HOSPITAL'S UNINSURED RELIEF PROGRAM.
   
   
   
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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?4
Name and address Type of Facility (describe)
1 UMASS MEMORIAL MED CENTER (LAB SVCS)
BIOTECH ONE 365 PLANTATION STREET
WORCESTER,MA01605 		SATELLITE - LAB SERVICES
2 UMASS MEMORIAL MED CENTER (PATHOLOGY)
BIOTECH THREE ONE INNOVATION DRIVE
WORCESTER,MA01605 		SATELLITE - PATHOLOGY
3 UMASS MEMORIAL MED CENTER AMBULANCE
23 WELLS STREET
WORCESTER,MA01604 		SATELLITE - AMBULATORY SERVICES
4 UMASS MEMORIAL MED CENTER
100 PROVIDENCE STREET
WORCESTER,MA01604 		SATELLITE - AMBULATORY SERVICES
5
6
7
8
9
10
Schedule H (Form 990) 2021
Schedule H (Form 990) 2021
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
Schedule H, Part I RESEARCH EXPENSES NO RESEARCH EXPENSES HAVE BEEN REPORTED ON PART I, LINE 7B
Schedule H, Part VI, Line 7 SCH H, PART VI, LINE 7 ALL FOUR HOSPITALS FILE INDIVIDUAL COMMUNITY BENEFIT REPORTS WITH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE.
Schedule H, Part III, Line 8 Schedule H, Part III, Line 8 UMASS BELIEVES THERE ARE SEVERAL REASONS WHY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT. FIRST, NON-NEGOTIABLE MEDICARE RATES ARE SOMETIMES OUT-OF-LINE WITH THE TRUE COSTS OF TREATING MEDICARE PATIENTS. SECOND, BY CONTINUING TO TREAT PATIENTS ELIGIBLE FOR MEDICARE, HOSPITALS ALLEVIATE THE FEDERAL GOVERNMENT'S BURDEN FOR DIRECTLY PROVIDING MEDICAL SERVICES. THIRD, IRS REVENUE RULING 69-545 STATES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENT HEALTH BENEFITS, INCLUDING MEDICARE, THEN THIS IS AN INDICATION THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY.
Schedule H, Part I, Line 7 Bad Debt Expense Bad Debt Expense has been excluded from Financial Assistance.
Schedule H, Part V, Section B, Line 11 cont. 1: UMass Memorial HealthAlliance-Clinton hospital 4) Healthy Food and Nutrition Don Tier 3 funded Northeast Organic Association of Massachusetts which is a first-ever Germinemos and SproutChange Academy. Germinemos and SproutChange Academy offers a Train-the-Trainer program in Fitchburg, MA that helps to empower, train, and develop a new workforce in North Central MA with the knowledge, tools, and resources they need to teach Germinemos and SproutChange's philosophy and methodology on using food as medicine, natural remedies, and herbs as well as growing their own organic healing foods sustainably. (*This is part of a stewardship program that New Vue/Marc Dohan's org created) * Hospital staff works with CHNA 9's Healthy Eating and Active Living Workgroup to expand access to healthy foods and recreational opportunities in partnership with area food banks, farmers markets, community garden organizations, recreational facilities, and other community organizations 5) Behavioral Health and Substance Use * Opioid Task Force: HealthAlliance-Clinton Hospital formed an Opioid Task Force in response to the growing problem of opioids/substance use in the North Central MA region (Leominster, Fitchburg, Clinton, and surrounding towns). The Task Force aims to bring together healthcare providers, community leaders, patient advocates and community stakeholders to tackle the problem of substance and prescription drug abuse in the area by reducing opioid and addiction, preventing overdose deaths, and improving the well-being of our community. 6) Chronic/Complex Conditions and Risk Factors * WHEAT Community Cafe: Hospital supports over 700 community members access a warm nutritional meal through a feeding program at the WHEAT Community Cafe for populations living in poverty. * Determination of Need Funding: UMass Memorial Health - HealthAlliance-Clinton Hospital Community Benefits distributed Determination of Needs (DoN) funding from the hospital's emergency department capital project funds to community organizations addressing priority needs identified in the hospital's 2018 CHNA through an RPF process. These funds represent 5% of the total cost of the ED renovation as approved by the Department of Public Health on January 17, 2017. Since 2020, the Hospital has been distributing $2,350,000 in community benefits through the Determination of Needs (DoN) funding from our emergency department capital project. To date, over $1.3 million dollars has been distributed to support eligible community projects, including $511,996 during this fiscal year. This year 19 projects were funded to Health Care Access and Quality, Social and Community Context, Housing, Neighborhood and Built Environment, Economic Stability, Healthy Food and Nutrition, Behavioral Health and Chronic Disease. The remaining $1 million will be distributed over the next two years to projects that address the priority areas recently identified in the 2021-2024 Community Health Needs Assessment. DoN funds supported Community Based Organizations: Habitat for Humanity, RFK, Spanish American Center, Northeast Organic Association, JUMP, Growing Places, MOC, United Way, Boys and Girls Club, Community Foundation Central Massachusetts, Fitchburg Housing Authority, Littleton Community Farm, Literacy Volunteers of Montachusett, Clinton Public Schools, Mount Wachusett Community College, Salvation Army.
Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - UMASS MEMORIAL MEDICAL CENTER, INC The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for UMASS MEMORIAL MEDICAL CENTER, INC: https://www.ummhealth.org/umass-memorial-medical-center/patients-visitors/patient-resources/financial-assistance-and-credit-and-collection-policy
Schedule H, Part V, Section B, Line 16a Line 16c - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC: https://www.ummhealth.org/healthalliance-clinton-hospital/patients-visitors/patient-resources/financial-assistance-and-credit-and-collection-policy
Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - MARLBOROUGH HOSPITAL The FAP, the FAP application form, and a plain language summary of the FAP were widely available on the following website for MARLBOROUGH HOSPITAL: https://www.ummhealth.org/marlborough-hospital/patients-visitors/patient-resources/financial-assistance-and-credit-and-collection-policy
Schedule H, Part V, Section B, Line 11 cont. 1: UMass Memorial Medical Center * UMMMC's Maternal-Fetal Medicine and Community Relations departments partner with the Worcester Division of Public Health in a Community Health Worker (CHW) intervention in Maternal-Fetal Medicine to address at-risk pregnancies among Latino women and vulnerable populations. The funding for this intervention was provided by the Centers for Disease Control and Prevention (CDC) REACH Grant, to support a CHW to address breastfeeding and linkages to community supports for social determinants of health and nutrition among at-risk pregnant and lactating women. Due to the COVID-19 pandemic, beginning in March of 2020 and continuing in 2021, the program discontinued in-person home visits and adapted by conducting home visits via Zoom and Facetime. Anchor Mission: UMass Memorial Health Care system-wide Anchor Mission was formally adopted in 2018 and continued with a strong focus in 2021 to leverage the assets of the organization to address social determinants of health. UMass Memorial's Anchor Mission focuses on four pillars: Local Procurement, Workforce Development, Investment and Employee Volunteerism as a means of improving the economic status, health and well-being of vulnerable, low-income populations in targeted areas. For example, a diverse Hiring Committee works with community-based, workforce organizations serving vulnerable populations. These include unemployed adults and youth, English as a Second Language (ESL) learners, teen mothers, those seeking General Education Development (GED) and newly arrived immigrants/refugees to identify barriers to viable employment and growth opportunities to formalize a hiring pipeline. In FY2022, the Anchor Mission hiring effort included adding new hires in supporting roles at the UMass Memorial COVID community testing and vaccination sites. The Anchor Mission Procurement Committee is working on local purchasing processes and identifying local vendor contract opportunities and the Investment Committee has allocated $4.0 Million in hospital investment funds to address community issues such as housing needs for chronically-homeless through a collaborative with bankers, philanthropic organizations and City Government/Housing Authority. Community Benefits staff are highly engaged in each of the four Anchor Mission pillar areas as well as a targeted effort identifying and establishing an Anchor District in the City of Worcester in one of the city's most economically-distressed areas with high Social Vulnerability Index (SVI), a census tract level composite measure, used for determining communities that will likely be in need of support before, during, and after emergency events. SVI calculations are based on measures associated with socioeconomic status, household composition, minority and language status, housing, and transportation. An Anchor Mission Food is Medicine effort has also been implemented to provide connectivity to healthy foods to patients identified as being food insecure in the Cancer Center initially with plans to broaden to other Medical Center and system level efforts in the future. In FY2022, the Anchor Mission Food is Medicine effort launched a voucher program providing free purchases of fresh produce for patients identified in the Cancer Center as being food insecure in partnership with community-based food prescription program, Fresh Connect. Racism/Discrimination/ Health Equity * COVID Health Equity Task Force: UMass Memorial Health established the Health Equity Task Force to support partnerships that address community-based health equity; incorporate and apply critical knowledge and learning gained through the multi-pronged community-COVID outreach and response into addressing not just COVID, but health equity and community health improvement programming and intervention development through targeted efforts. Community Benefits staff serve as a member of the Worcester COVID Health Equity Task Force co-chaired by UMass Memorial SVP/Chief of Staff and the Commissioner for the City of Worcester Division of Health and Human Services. * COVID-19: In response to the onset of the COVID-19 pandemic, UMass Memorial developed and implemented a multi-pronged, community-based approach to combat COVID-19 within neighborhoods targeting populations most at-risk. Beginning with the COVID-19 "Feet on the Street" outreach, the hospital's Care Mobile staff were swiftly redeployed to provide education and demonstration on handwashing, proper mask use, answers to COVID-19 questions in Spanish and English and written materials provided in six languages. The intervention distributed face masks, sanitizer and information on critical resources including food, housing and evictions, access to flu shots, voter registration and U.S. Census. * In August 2020, UMass Memorial was asked to lead the Massachusetts' 'Stop the Spread' COVID-19 testing in Worcester's in high positivity areas. The hospital developed and implemented a COVID-19 testing operation able to; function effectively out- or indoors as weather changed, rotate events into various hot-spot neighborhoods of color and vulnerability based on data, provide same-day set up and break down and function with minimal or no WiFi or access to power, successfully manage unpredictable volumes while meeting the language needs of Worcester's diverse populations. Strategies included utilizing neighborhood hot-spot/positivity data, PDSAs focused on efficiency, and a robust partnership effort with multiple community organizations including public health. In November 2020, the program moved indoors into a central location with easy access to minimize transportation barriers. Most importantly, our COVID-19 neighborhood-based intervention was led by our Health Equity initiative, which has community stakeholders and our partner the Worcester Division of Health and human Services analyzing the data and providing input on direction.
Schedule H, Part VI, Line 4 Marlborough Hospital The City of Marlborough, with a population of 39,825 (July 2018) grew 3.4% from 2010. Marlborough's population is predominately White (80%) followed by Hispanic or Latino (10%), other race is 7%, Asian 5%, Black or African American 2% and 3% identify themselves as 2 or more races. Hudson has a population of 14,603 with 90% who identify themselves as White, 4% Hispanic or Latino, 2% other, 2% Asian, 1% Black or African American and 2% indicate two or more races. Quantitative data from U.S Department of Commerce, Bureau of the Census, American Community Survey 5 year estimates, 2010-2014 illustrates that just over threefourths of the Massachusetts population is White (76.9%) which was largely consistent with Marlborough (80%). Both at the state level and in Marlborough, the Hispanic population was the next largest racial/ethnic group. Hudson's population followed a similar pattern, the proportion of its population that identified as white was even larger (90%) followed by Hispanic and Latino. English, Portuguese and Spanish are the predominant language for the communities the hospital serves.
Schedule H, Part VI, Line 4 Harrington Memorial Hosptial Geographical Reach: The hospital's CHNA's Community Benefits Service Area (CBSA) includes the municipalities of Brimfield, Brookfield, Charlton, Dudley, East Brookfield, Holland, North Brookfield, Oxford, Palmer, Southbridge, Spencer, Sturbridge, Wales, Warren, Webster, and West Brookfield. Data tables in this report include data for Hampden County, Worcester County, and the Commonwealth of Massachusetts when possible. As a population-based assessment, the CHA considers the needs of the entire population - regardless of demographics, socioeconomics, health status, and if/where people receive health care services. Special attention is given to addressing the needs of populations that face disparities in health-related outcomes, have been disenfranchised, and those who are more likely to experience barriers to care. Regional Description: Harrington Hospital's service are in south central Massachusetts, and spans communities in both Hampden and Worcester Counties. Webster (17,776) and Southbridge (17,740) have the largest populations of all of the communities, while Wales has the smallest (1,832). The service area overall can be described as rural or semi-rural. The median age was higher than the Commonwealth (39.6 years) in all CBSA communities, with the exceptions of Oxford (38.7 years) and Warren (37.5 years). The highest median age is in West Brookfield (51.6 years). In Brimfield, Brookfield, Spencer, Sturbridge, and West Brookfield, over a fifth of community residents are over the age of 65. Economic Characteristics: The percentage of the total population living below the federal poverty level in Southbridge (19.6%) was nearly double than the Commonwealth overall (9.8%). Over a fourth of children in Southbridge live below the federal poverty level (26.6%) compared to 12.2% for the Commonwealth overall. Demographics: In all of Harrington Hospital's CBSA communities, the majority of community residents identified as non-Hispanic white. However, it should be noted that the percentage of Hispanic/Latino residents in Hampden County (26%), and many of the CBSA communities, was significantly high compared to the Commonwealth overall. Looking across all CBSA communities, percentages were particularly high in Southbridge (36%), Webster (14%), and Dudley (12%). In these communities, the most common nation of origin was Puerto Rico. Interviewees expressed concern about issues of discrimination, language and cultural barriers to care, and racial equity in the community. In all CBSA communities, the majority of community residents identified as non-Hispanic white. However, it should be noted that the percentage of Hispanic/Latino residents in Hampden County (26%), and many of the CBSA communities, are significantly high compared to the Commonwealth overall. Looking across all CBSA communities, percentages are particularly high in Southbridge (36%), Webster(14% ), and Dudley (12%). In these communities, the most common nation of origin was Puerto Rico.
Schedule H, Part V, Section B, Line 22 HARRINGTON MEMORIAL HOSPITAL PATIENT RESPONSIBLE AMOUNTS ARE BASED ON FAMILY SIZE AND RELATIONSHIP OF THE FAMILY'S INCOME TO THE FEDERAL POVERTY GUIDELINES, PER THE HOSPITAL'S UNINSURED RELIEF POLICY. RELIEF IS AVAILABLE FOR INDIVIDUALS WHOSE FAMILY INCOME IS 400% OR LESS OF THE FEDERAL POVERTY GUIDELINES. RELIEF PROVIDED TO THE PATIENT RANGES FROM 100% RELIEF TO 20% RELIEF OF OUTSTANDING AMOUNTS DEPENDING ON FAMILITY SIZE AND INCOME LEVEL.
Schedule H, Part I, Line 7g Subsidized Health Services NO COSTS ASSOCIATED WITH STAND-ALONE PHYSICIAN CLINICS ARE INCLUDED ON PART I, LINE 7G
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE COST TO CHARGE RATIO IS THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED IN EACH LINE IN PART 1. LINE 7.
Schedule H, Part II Community Building Activities UMASS MEMORIAL MEDICAL CENTER RECOGNIZES COMMUNITY BUILDING ACTIVITIES AS BEING A PART OF THE "SOCIAL DETERMINANTS OF HEALTH" THAT IMPACT THE HEALTH OF THE COMMUNITY. WE INVEST IN YOUTH WORKFORCE DEVELOPMENT FOR AT-RISK YOUTH. PROGRAMS ARE BASED ON OUR COMMUNITY BENEFITS MISSION WHICH WAS RECOMMENDED BY A COMMUNITY BENEFITS ADVISORY COMMITTEE AND DRAWS INSPIRATION FROM THE WORLD HEALTH ORGANIZATION'S BROAD DEFINITION OF HEALTH, AS "A STATE OF COMPLETE, PHYSICAL, MENTAL AND SOCIAL WELL-BEING AND NOT MERELY THE ABSENCE OF DISEASE." BY ADOPTING THIS DEFINITION, UMASS MEMORIAL MEDICAL CENTER HAS EXPANDED ITS STRATEGY TO INCLUDE THE SOCIAL AND ECONOMIC OBSTACLES THAT PREVENT PEOPLE FROM ACHIEVING OPTIMAL HEALTH. ALL OF OUR COMMUNITY BUILDING ACTIVITIES ARE THE RESULT OF AN IDENTIFIED NEED AND ENGAGE THE COMMUNITY. THEY INCLUDE COLLABORATIVE EFFORTS, ADVOCACY ACTIVITIES AND PARTNERSHIPS THAT ENGAGE A BROAD ARRAY OF COMMUNITY STAKEHOLDERS IN ADDRESSING THESE UNMET SOCIAL DETERMINANTS OF HEALTH. COMMUNITY BUILDING ACTIVITY EXAMPLES INCLUDE: FUNDING AND PROMOTING WORKFORCE AND HEALTH CAREER DEVELOPMENT OPPORTUNITIES FOR INNER-CITY YOUTH. THE HOSPITAL ADDITIONALLY PROVIDES COMMUNITY SUPPORT THROUGH EFFORTS INCLUDING PARTICIPATION IN THE UNITED WAY ACTIVITIES AND OTHERS.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount On October 1, 2018 , the System adopted ASU 2014-09 Revenue from Contracts with Customers and all subsequent amendments to the ASU (collectively, "ASC 606") which outlines a five-step framework that supersedes the principles for recognizing revenue (previously "ASC 605") and eliminated industry-specific guidance. This framework ensures that entities appropriately reflect the consideration to which they expect to be entitled in exchange for goods and services by allocating transaction price to identified performance obligations and recognizing revenue as performance obligations are satisfied. Qualitative and quantitative disclosures are required to enable users of the financial statements to understand the nature, amount, timing and uncertainty of revenue and cash flows arising from contracts with customers. The System adopted ASC 606 using a modified retrospective approach. The presentation and disclosure of revenue primarily related to uninsured or underinsured patients changed because of the adoption of ASC 606. Under the provisions of ASC 606, the estimated uncollectible amounts due from self-pay patients, as well as co-pays and co-insurance obligations of patients with insurance, generally considered implicit price concessions, are required to be reflected as a direct reduction to patient service revenue as opposed to the previous reporting as a provision for doubtful accounts. As a result, for the year ended September 30, 2022, the System recorded approximately $58,920,000 of implicit price concessions as a direct reduction of patient service revenue that would have previously been recorded as provision for doubtful accounts and $65,146,000 as a direct reduction of accounts receivable.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology Based on historical experience, a significant portion of the System's uninsured patients will likely be unable or unwilling to pay for the services provided and are considered an implicit price concession. Estimates of implicit price concessions are determined based on historical collection experience with these classes of patients using a portfolio approach as a practical expedient to account for patient contracts as collective groups rather than individually. The financial statement effects of using this practical expedient are not materially different from an individual contract approach. Changes in the economy, unemployment rates, the number of uninsured and underinsured patients, the volume of patients through emergency departments, the increased burden of co-pays, co-insurance amounts and deductibles to be made by patients with insurance, and business practices related to collection efforts are some of the factors that can impact collection trends and the estimation process. Although our financial assistance policies and procedures make every effort to identify those patients who are eligible for financial assistance before the billing process begins, often it is not possible to make an appropriate determination until after the billing and collection collection cycle has commenced. The rationale for including implicit price concession amounts amounts in community benefits would be to account for those patients who were classified as an implicit price concession, but would have qualified for financial assistance if sufficient information had been available to make a determination of their eligibility.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote For patient accounts receivable after adoption of ASU 2014-09 on October 1, 2018, the estimated uncollectible amounts are generally considered implicit price concessions that are a direct reduction to patient accounts receivable rather than allowance for doubtful accounts.
Schedule H, Part III, Line 8 Community benefit methodology for determining medicare costs THE MEDICARE COSTS ARE OBTAINED FROM THE COST REPORT FOR INPATIENT PSYCHIATRIC CAPITAL AND OUTPATIENT SERVICES. IN ADDITION, FEE BASED SERVICES, SUCH AS LABS, PT, OT, ETC, ARE DETERMINED THROUGH PSR CHARGES TIMES OUTPATIENT COST TO CHARGE RATIO.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Exemption From Self-Pay Billing and Collection Action- UMMHC will not initiate Self-Pay billing and collection activity in the following instances: 1. Upon sufficient proof that a patient is a recipient of Emergency Aid to the Elderly, Disabled and Children (EAEDC), or enrolled in MassHealth, Health Safety Net, the Children's Medical Security Plan whose family income is equal or less than 300% of the FPL or Low Income Patient designation with the exception of Dental-Only Low Income patients as determined by the office of Medicaid with the exception of co-pays and deductibles required under the Program of Assistance. 2. The hospital has placed the account in legal or administrative hold status and/or specific payment arrangements have been made with the patient or guarantor. 3. Medical Hardship bills that exceed the medical hardship contribution. 4. Medical Hardship contributions that remains outstanding during a patient's MassHealth or Low Income Patient eligibility period. 5. Unless UMMHC has checked the EVS system to determine if the patient has filed an application for MassHealth. 6. For Partial Health Safety Net eligible patients, with the exception of any deductibles required. 7. UMMHC may bill for Health Safety Net eligible and Medical Hardship patients for non-medically necessary services provided at the request of the patient and for which the patient has agreed by written consent. 8. UMMHC may bill a Low Income Patient at their request in order to allow the patient to meet the required CommonHealth One-Time Deductible
Schedule H, Part V, Section B, Line 16a FAP website - UMASS MEMORIAL MEDICAL CENTER, INC: Line 16a URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16a URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16a URL: See Part VI; - Harrington Memorial Hospital: Line 16a URL: https://www.harringtonhospital.org/for-patients/patient-financial-services/billing-faqs/;
Schedule H, Part V, Section B, Line 16b FAP Application website - UMASS MEMORIAL MEDICAL CENTER, INC: Line 16b URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16b URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16b URL: See Part VI; - Harrington Memorial Hospital: Line 16b URL: https://www.harringtonhospital.org/for-patients/patient-financial-services/billing-faqs/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - UMASS MEMORIAL MEDICAL CENTER, INC: Line 16c URL: See Part VI; - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.: Line 16c URL: See Part VI; - MARLBOROUGH HOSPITAL: Line 16c URL: See Part VI; - Harrington Memorial Hospital: Line 16c URL: https://www.harringtonhospital.org/for-patients/patient-financial-services/billing-faqs/;
Schedule H, Part VI, Line 2 Needs assessment UMass Memorial Medical Center: In addition to conducting the Community Health Needs Assessment (CHNA), UMass Memorial Medical Center assesses the health care needs of the community it serves by working closely with the Worcester Division of Public Health on an on-going basis. Community Benefits staff hold leadership roles and/or participate in multiple coalitions and efforts focused on addressing priority areas identified in the CHNA and aligned with strategies of the Community Health Improvement Plan (CHIP). In 2022, the Community Relations staff continued to serve as members of the Steering Committee of the Coalition for a Healthy Greater Worcester, a healthy communities coalition that coordinates and provides accountability for CHIP Priority Area Working Groups, participates in the CHIP Access to Care group, the CHIP Data Committee and a subcommittee for oversight of UMass Memorial Medical Center Determination of Needs (DoN) funds distribution. UMass Memorial Medical Center completed its CHNA by assembling a diverse group of community stakeholders that include, but are not limited to, members of health and human service organizations, philanthropy, communities of color, neighborhood residents and the Worcester Division of Public Health as part of the group that assisted and guided the assessment process. The hospital's Community Benefits Strategic Implementation Plan is aligned with the CHIP. The other needs that are not included in the CHNA/CHIP are not being addressed because they are not a part of the nine, identified priority CHIP Domain areas and due to limited funding. The following strategies were conducted to complete the assessment: * Conducted key informant interviews and focus groups with community-based organizations and residents * Conducted outreach efforts to medically-underserved populations and convene meetings with neighborhood/community groups * Reviewed primary and secondary data * Conducted an online community survey * Organized community forums held virtually due to COVID to share findings and release of final report * Organized task forces for further action to identify priority areas The following sources inform and enhance our efforts to identify priorities and unmet needs: * U.S. Census 2020 * U.S. Census American Fact Finder * Massachusetts Department of Education Reports including local enrollment and language data * Massachusetts Department of Employment and Training * Hospital utilization data * Massachusetts Department of Public Health * Data from various City of Worcester departments including, but not limited to, the local Division of Public Health, Neighborhood Services and Police. * Information collected from health care providers, community groups/underserved populations and individuals and organizations who have expertise on community health issues. UMass Memorial HealthAlliance-Clinton Hospital Inc. : In addition to the CHNA, UMass Memorial HealthAlliance-Clinton Hospital Management Team plays an active role in the Community Benefit Program by sharing information regarding needed programs, services, and support. Members of the Community Benefits Team and the Management Team also participate in various community agency boards, coalitions, committees, community events, and health fairs. These groups and events play a significant role in defining needs, generating program ideas, and creating services, programs, and support groups. Community Benefits activities and goals are also shared with the Board of Trustees for their feedback. UMass Memorial HealthAlliance-Clinton Hospital works closely with the Health Equity Partnership which is comprised of representatives from a diverse group of agencies, providers, schools, community organizations and community members. The hospital also works with Health Equity Partnership members: A.E.D. Foundation, Inc. Arc of Opportunity Central Mass Agency on Aging, Clinton Adult Learning Center, Community Health Connections, Community Health link, Fitchburg Board of Health, Fitchburg Department of Community Development, Fitchburg Police Department, Fitchburg Public Schools, Fitchburg State University, GAAMHA Inc., Gardner Community Action Team, Gardner Public Schools, Gardner Visiting Nurses Association, Growing Places Inc., Health Care for All Health Disparities Collaborative, Health Foundation of Central Mass, Heywood Healthcare, Joint Coalition on Health, Leominster Public Schools, LUK, Inc., MA Department of Corrections, MA Department of Public Health, Massachusetts Public Health Association, Montachusett Community Branch YMCA, Montachusett Home Care, Montachusett Opportunity Council, Montachusett Veterans Outreach Center Inc., Montachusett Public Health Network, Mount Wachusett Community College, NAMI of North Central Mass, Nashoba Regional School District, Nashoba Valley Medical Center, North Central Mass Coalition for Healthy Relationships, North Central Mass Minority Coalition, North Central WIC, The SHINE Initiative, South Bay Mental Health, Spanish American Center, Suicide Prevention Task Force, Sunrise Senior Living, Three Pyramids, Training Resources of America, Transportation for Massachusetts, UMass Chan Medical School Center for Tobacco Treatment, Human Rights Commission, United Neighbors of Fitchburg, United Way of Tri-County/Wheat Community Connections, Winchendon Board of Health, Winchendon Public Schools, Worcester County Food Bank/Feeding America, You Inc., and YWCA of North Central. Marlborough Hospital: The CHNA is comprised of qualitative and quantitative data collected through a community engagement process. In addition, the Community Benefits Advisory Council, comprised of members of different agencies and businesses in the area, helps to identify programs in support of the community priorities. and assesses the health care needs of the community it serves by working closely with community partners. CBAC members include representatives from the Hudson and Marlborough Public Schools and the Boards of Health, agencies that focus on addiction and recovery services, the Council on Aging, the Marlborough Community Development Corporation, Wellness Council members and residents of the community. The CBAC helps to identify programs in support of the community priorities, provides feedback on an on-going basis and focuses on addressing priority areas identified in the CHNA and aligned with strategies of the Community Health Improvement Plan. Harrington Memorial Hospital: UMass Memorial Harrington Hospital completed its CHNA by conducting interviews and a Community Health Survey. A total of over 1,500 individuals participated in the CHNA. The information gathered through these efforts enabled the CHA to engage the community and gain a better understanding of the region's capacity, strengths and weaknesses, as well as health status, barriers to care, service gaps and underlying determinants of health. While it was not possible for this assessment to involve all community stakeholders, it engaged a comprehensive and inclusive sample of the population; those involved showed commitment to strengthening the region's health system, particularly for people most at-risk. This work was supported by John Snow, Inc. (JSI), a public health research and consulting organization dedicated to improving the health of individuals and communities. In June of 2022, Harrington administered a web-based community health survey, open to all individuals who live and work in the hospital's service area. Hospital staff worked to craft a survey that was accessible and easy to understand. It was distributed widely, from June 23rd-August 22nd, 2022. Methods of distribution included: * Postings on Facebook pages and social media platforms * Email distribution lists * Promotion at various community events * Discussions with community stakeholders The hospital's Community Benefits Strategic Implementation Plan is aligned with the CHNA. The other needs that are not included in the CHNA are not being addressed because they are not a part of the identified priority areas and due to limited funding. The following strategies were conducted to complete the assessment: * Conducted key informant interviews and focus groups with community-based organizations and residents * Conducted outreach efforts to medically-underserved populations and convene meetings with neighborhood/community groups * Reviewed primary and secondary data * Conducted an online community survey The following sources inform and enhance our efforts to identify priorities and unmet needs: * U.S. Census 2020 * U.S. Census American Fact Finder * Massachusetts Department of Education Reports including local enrollment and language data * Massachusetts Department of Employment and Training. * Hospital utilization data * Massachusetts Department of Public Health
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance UMass Memorial Medical Center: UMass Memorial Medical Center employs 24 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary. UMass Memorial HealthAlliance-Clinton Hospital Inc. UMass Memorial HealthAlliance Clinton Hospital Inc. employs 4 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary. Marlborough Hospital: Marlborough Hospital employs 4 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patient's are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. Financial Counseling assistance is provided at several area free clinics to assist patients in the application process. The Patient Financial Counseling department assists patient's at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary. Harrington Memorial Hospital: UMass Memorial Harrington Hospital employs 5 Financial Counselors, also referred to as Certified Application Counselors (CAC's). All Financial Counselors are state certified and located on all campus locations. The Patient Financial Counseling department has a dedicated call center line that is available to patients and any member in the community that requires assistance. Patients are referred to the Financial Counselors from many community organizations, such as the local community actions councils and area Health Centers. The Patient Financial Counseling department assists patients at bedside on inpatient units and patients in the emergency department setting. CAC's are available to assist underinsured and uninsured patients navigate the medical benefit application process. CAC's will take the steps necessary to help patients submit applications to obtain coverage, apply for Financial Assistance, resolve eligibility issues, upgrade their coverage to coverage that provides more benefits, choose and enroll in a MassHealth or Connector Care Health insurance plan and change these plans when necessary.
Schedule H, Part VI, Line 4 Community information UMass Memorial Medical Center: Geographical Reach: The 2021 Community Health Assessment (CHNA) and Greater Worcester Community Health Improvement Plan (CHIP) focuses on the City of Worcester and the outlying communities of Grafton, Millbury, Shrewsbury, and West Boylston, a sub-section of its primary service area. This specific geographic area is the focus for the City of Worcester Division of Public Health regionalization initiative and overlaps with the service area of many other local organizations. Focusing UMass Memorial's CHNA on this geographic area facilitates the alignment of the hospital's efforts with community and governmental partners, specifically the city health department, the area Federally Qualified Health Centers, and community-based organizations. This focus also facilitates collaboration with the Coalition for a Healthy Greater Worcester that implements key strategies of the CHIP so that future initiatives can be developed in a more coordinated approach. Our focus is on vulnerable populations living in this geographical area. Regional Description: With a total population of 206,518 according to the 2020 U.S. Census, the City of Worcester, is the second largest city in New England and is highly diverse. The number of Hispanics living in the city has continued to grow over the past 10 years and represents 23.9% of the total population. According to the American Immigration Council, one in six Massachusetts residents is an immigrant, while one in seven residents is a native-born U.S. citizen with at least one immigrant parent. The federal Health Resources and Services Administration (HRSA) has designated the City of Worcester a health professional shortage area (HPSA) in primary care, mental health and dental services due to its low-income population. The City of Worcester has several neighborhoods with a shortage of health providers and HRSA has determined that many census tracts in the city are medically-underserved areas (MUAs). Economic Characteristics: The average unemployment rate in the City of Worcester in October 2022 was 3.2%. According to the U.S. Census population estimates, 19.3% of the City of Worcester's total population lives in poverty. Additionally, 25.5% of children under the age of 18 live in households for who poverty status is determined and 42.9% live in households receiving Supplemental Security Income (SSI), cash public assistance income, or Food Stamp/SNAP benefits, according to the US Census Bureau, 5-Year American Community Survey Estimates. Poverty is highly correlated to poor health outcomes and barriers to accessing needed care and services and other factors impacting health. Lack of access to affordable and nutritious food has a negative impact on the health of children and families. High rates of unemployment and underemployment in the region have created a high risk of homelessness and a strong need for food assistance services for families and children. All Worcester Public School system students are eligible for the free school lunch program. According to the 2020 U.S. Census, the population of the City of Worcester grew from 181,045 in 2010 to 206,518 in 2020. The median household income in the City of Worcester according to U.S. Census Bureau, 2020 5-year American Community Survey Estimates was $51,647, compared to the state Median Household Income of $84,385. Demographics: Worcester is a Federal Resettlement Site, as a result, the City of Worcester's foreign born population is significantly higher than Worcester County as a whole, accounting for the majority of this population in the region. According to U.S. Census 2020 figures, the Hispanic population and other non-Hispanic, non-White ethnic groups in the city have notably increased while the white, non-Hispanic population has decreased. Reflecting this diversity, ninety percent of all medical interpretations provided by UMMHC are conducted in: Spanish, Portuguese, Vietnamese, Arabic, Albanian and American Sign Language. The remaining ten percent are conducted in other "non-primary" languages, the pool of which consists of 81 different languages. The senior population in the region also continues to grow as baby boomers reach the age of 65. According to the U.S. Census, residents between the ages of 18-64 account for the majority of the population in Worcester County at 67.4%. According to the Massachusetts Office for Refugees and Immigrants, in 2018, Central Massachusetts welcomed individuals from more than 49 countries. The largest populations came from The Democratic Republic of the Congo, Haiti, Afghanistan, Ukraine, and El Salvador. Health Alliance Clinton: UMass Memorial Health - HealthAlliance-Clinton Hospital's primary service area includes the quasi-urban municipalities of Clinton, Fitchburg, and Leominster, and the more rural towns of Ashburnham, Ashby, Gardner, Lunenburg, Townsend, Sterling, and Westminster. The Hospital's secondary service area includes an additional twelve towns: Ayer, Bolton, Groton, Harvard, Hubbardston, Lancaster, Pepperell, Princeton, Shirley, Sterling, Templeton and Winchendon. While great efforts are made to improve the health status, provide diagnostic screening, and address access barriers of all residents within these communities, special attention is given to address the needs of diverse and/or low income, vulnerable segments of the population. The challenges that these cohorts face with respect to social determinants of health and access to care are often intense and are at the root of the challenges and poorer health outcomes faced in these communities. Special attention was paid to "communities within communities", health disparities and health equity, as well as housing and homelessness. More specifically, the hospital's 2021 CHNA identified racial ethnic minorities, recent immigrants non-English speakers, low-income individuals and families, older Adults, veterans, homeless, children adolescents, LGBTQIA+ as priority populations that deserve exclusive consideration. 211222Final HA CHNA_v2_dec2021.pdf (ummhealth.org) Demographics * The overall population of the service area has grown by only 3.0 percent from 2010 to 2019. * The service area median age (41.2) is 1.5 years higher than the state (39.7) and 2.7 years higher than the nation (38.5). * Those identified as age 45 to 54 reported as higher rates than the state or nation. This indicates that HealthAlliance-Clinton Hospital has a rapidly aging population. * From 2015 to 2019 the pop. over 65 yrs. in state increased 2%. Considerable increase in Westminster 12% to 17.5% and Sterling 14% to 18.9%. * The Hispanic/Latino population is higher than the state percentage (12.4%) in Fitchburg (28.8%), Leominster (18.4%), and Clinton (17.3) Workforce * Education/Health/Social Services ranks number one with 23,376 employees compared to other industries in the region * Healthcare is a growing industry in the area and there is a need for workforce pathways to educate and train new workers. Especially during COVID, the industry lost employees and struggled to keep up with the staffing needed to fully manage the pandemic and its outcomes. * In addition, the growing Hispanic population in the region requires there to be a more diverse workforce reflective of the Service Area populations * Poverty rates are highest in Fitchburg (14.6%), Gardner (14.1%), Leominster (7.9%), and Clinton (5%). * Poverty rates are concerning for the populations >65 yrs. in half of the service area communities. * Compared to December 2021, the labor market rates were down in twenty-four labor market areas. According to mass.gov, Labor Markets of the fifteen areas for which employment estimates are published, three NECTA areas gained jobs compared to the previous months from October 2021 to October 2022, fourteen areas gained jobs with the largest percentage increase Leominster-Gardner (+3.9%) areas. Income Poverty * Gardner has the lowest per capita income at $30,506 and Fitchburg next at $30,300. * Highest income Bolton at $66,748. * Poverty rates are highest in Fitchburg (14.6%), Gardner (14.1%), Leominster (7.9%), and Clinton (5%). * Poverty rates are concerning for the populations >65 yrs. in half of the service area communities. * Compared to December 2021, the labor market rates were down in twenty-four labor market areas. According to mass.gov, Labor Markets of the fifteen areas for which employment estimates are published, three NECTA areas gained jobs compared to the previous months from October 2021 to October 2022, fourteen areas gained jobs with the largest percentage increase Leominster-Gardner (+3.9%) areas.
Schedule H, Part VI, Line 5 Promotion of community health The majority of the governing bodies of all our boards overseeing our hospital facilities -community hospitals, inc., and the member hospitals are comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization nor family members thereof. All hospital facilities extend medical staff privileges to all qualified physicians in its respective community for some (or all) of its departments or specialties and are also eligible to become part of the faculty of UMass Chan Medical School - University of Massachusetts. UMass Memorial Medical Center: UMass Memorial has a designated Community Benefits department housed within Community Relations that is wholly dedicated to promoting the Community Benefit agenda with a special focus on Community Health Improvement. Our Community Benefits staff works very closely with multiple community organizations forging partnerships. The hospital has a strong and longstanding partnership with the Worcester Division of Public Health which has resulted in significant opportunities that have leveraged funding and implementation of preventive community-clinical linkages. In addition, we work closely with the two Federally Qualified Community Health Centers and leverage internal resources within the system to increase program capacity whenever possible. The Community Relations/Community Benefits Department works closely with Pedi-Primary Care, Family and Community Medicine, Pedi-Pulmonology, UMass Memorial Cancer Center of Excellence and the Emergency Department. We also provide medical and dental services to the underserved at 10 local neighborhood sites and 24 schools through the UMass Memorial Care Mobile (this function was on hold beginning in March 2020 due to the COVID-19 pandemic but resumed operations in April 2022). Most recently, we have adopted an Anchor Mission as a strategy to specifically address social determinants of health. UMass Memorial HealthAlliance-Clinton Hospital Inc: The hospital has a Community Benefit program that is responsible for promoting the Community Benefit Implementation Strategy focusing on Community Health Improvement. Hospital staff, leaders, and medical providers work very closely with multiple community organizations forging partnerships. In addition, we leverage internal resources within the system to increase program capacity whenever possible. We continue to support health education and screenings related to chronic diseases and prevalent health conditions in the community including mental/behavioral health, lung cancer/smoking cessation, chronic occlusive pulmonary disease (COPD), heart health, depression, and nutrition/diabetes. We particularly focus on diverse populations and social determinants of health. UMass Memorial Health - HealthAlliance-Clinton Hospital continued working with the Community Health Network of North Central Mass (CHNA9) and other partners in implementing the North Central Mass Community Health Improvement Plan (CHIP). Most CHIP working groups meet monthly and took significant steps toward reviewing baseline information and creating more partnerships that will enable sharing of resources throughout the CHIP implementation and beyond. Marlborough Hospital: Marlborough Hospital participates in area events and provides facilities for support groups. In addition, whenever possible we leverage internal resources to build capacity in our programming and we have staff that supports Community Benefits activities. HARRINGTON MEMORIAL HOSPITAL: PLEASE REFER TO THE HARRINGTON CHNA AND HOSPITAL WEBSITE FOR FURTHUR DETAILS
Schedule H, Part VI, Line 6 Affiliated health care system UMass Memorial Health Care is the largest not-for-profit health care system in Central Mass and the largest provider of care for the uninsured outside of Boston; and the only Safety Net provider in Central New England. Our health care system is comprised of UMass Memorial Medical Center as well as the Community Hospitals Health Alliance Clinton, Marlborough and Harrington Memorial Hospitals. We have a reporting parent board and a medical group and affiliate with Community Healthlink which is the largest provider of mental health for vulnerable populations. Each hospital in our system, has a dedicated Community Benefits staff and department that works closely with their respective communities in conducting a the Community Health Needs Assessment, a Community Health Improvement Plan and a Community Benefits Implementation Strategy. In addition, we also share best practices and knowledge and adopt when appropriate. We have been one of the few hospital systems in the country that has adopted an "anchor mission" for our organization. This involves leveraging all of the assets of our organization in order to address pervasive inequality and social disadvantage in our community. We do so by strategically focusing our investment practices, hiring practices and purchasing practices in a manner that addresses the social determinants of health in the community. For example, we have pledged to devote 1% of our investment portfolio ($4 Million) and invest it into the community. We have already deployed almost half of that $4 Million by making four specific investments in the areas of housing and the arts in vulnerable areas of our community.
Schedule H, Part VI, Line 7 State filing of community benefit report MA
Schedule H (Form 990) 2021
Additional Data


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Software Version: 2021v4.2

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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number
91-2155626
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Family Health Center of Worcester Inc
26 Queen Street
Worcester,MA01610 		04-2485308 501 (c)(3) 1,000,000 0 N/A N/A 1. Support for Health Center's mission. The standard set forth is a reasonable expectation that the Grants will contribute meaningfully to each of the Health Center's ability to maintain or increase the availability, or enhance the quality, of services provided to a medically underserved population serviced by the Health Centers. Each Health Center has documented the basis for said reasonable expectation.
(2) Edward M Kennedy Community Health Ctr Inc
650 Lincoln Street
Worcester,MA01606 		04-2513817 501 (c)(3) 1,000,000 0 N/A N/A 2. Support for Health Center's mission. The standard set forth is a reasonable expectation that the Grants will contribute meaningfully to each of the Health Center's ability to maintain or increase the availability, or enhance the quality, of services provided to a medically underserved population serviced by the Health Centers. Each Health Center has documented the basis for said reasonable expectation.
(3) UMass Chan Medical School
55 Lake Ave N
Worcester,MA01655 		04-3167352 501 (c)(1) 6,600,000 0 N/A N/A 3. Primary purpose of the academic investment funds is to support the UMass Chan Medical School programs. - $6,600,000
(4) Physician Health Services Inc
860 Winter Street
Waltham,MA024511411 		22-3234975 501 (c)(3) 27,500 0 N/A N/A 4. Support for Caring for Physicians Health Campaign. Physician Health, Inc. is to provide confidential consultation and support to physicians, residents, and medical students- Malpractice captive's portion of the aggregate contribution.
(5) American Heart Association Inc
7272 Greenville Avenue
Dallas,TX75231 		13-5613797 501 (c)(3) 25,000 0 N/A N/A 5. Support for American Heart Association
(6) Health Resources In Action
2 Boylston St 4th Floor
Boston,MA02116 		04-2229839 501 (c)(3) 18,398 0 N/A N/A 6. Support for Population Health
(7) The Boys Girls Club of Brockton Inc
19 Court Street 2nd Floor
Taunton,MA02780 		22-2963214 501 (c)(3) 10,000 0 N/A N/A 7. Sponsorship 2021 BGCMS Shields Golf Tournament to support BGCMS
(8) North Central Massachusetts Chamber Foundation
860 South Street
Fitchburg,MA01420 		04-2774164 501 (c)(3) 6,000 0 N/A N/A 8. Contribution to North Central MA Chamber Foundation - Scholarships to highlight Academic of High School Seniors in the community
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
8
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. We monitor the use of grant funds for compliance after they are awarded, by, but not limited to, the following methods Family Health Center of Worcester, Inc. At reasonable intervals, re-evaluation of the Grants will occur to ensure that the arrangements and compliance are expected to continue to satisfy the standard set forth. The Health Centers will document the re-evaluation contemporaneously. Edward M. Kennedy Community Health Center Inc. At reasonable intervals, re-evaluation of the Grants will occur to ensure that the arrangements and compliance are expected to continue to satisfy the standard set forth. The Health Centers will document the re-evaluation contemporaneously. UMass Chan Medical School As part of the agreement, the use of the AIF is controlled and monitored jointly by the University and the System. Physician Health Services Inc. As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. American Heart Association Inc. As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. Health Resources In Action As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. The Boys Girls Club of Brockton Inc. As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance. North Central Massachusetts - Chamber Foundation As part of the agreement, semi-annual and final reports will be provided in order to make sure they are in compliance.
Schedule I (Form 990) 2021



Additional Data


Software ID: 21014044
Software Version: 2021v4.2


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
2021
Open to Public Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
Part I
Questions Regarding Compensation
Yes
No
1a
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.
b
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 .....
1b
Yes
 
2
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? ....
2
Yes
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
 
No
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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, 1099-MISC compensation, and/or 1099-NEC (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
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1DOUGLAS S BROWN
 
Secretary, UMM Medical Center, Inc., Officer Director Various 		(i)

(ii)		 0
-------------
655,223 		0
-------------
370,249 		0
-------------
131,577 		0
-------------
236,651 		0
-------------
27,622 		0
-------------
1,421,322 		0
-------------
82,787
2ERIC W DICKSON MD
 
President CEO, UMMHC, Inc. Affiliates, Director various 		(i)

(ii)		 0
-------------
1,386,834 		0
-------------
950,180 		0
-------------
201,472 		0
-------------
496,970 		0
-------------
50,466 		0
-------------
3,085,922 		0
-------------
171,645
3JOHN GREENWOOD
 
PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. 		(i)

(ii)		 353,358
-------------
0 		126,231
-------------
0 		47,600
-------------
0 		115,796
-------------
0 		29,231
-------------
0 		672,216
-------------
0 		33,153
-------------
0
4MICHAEL GUSTAFSON MD
 
PRESIDENT, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS 		(i)

(ii)		 866,016
-------------
0 		487,209
-------------
0 		145,391
-------------
0 		284,121
-------------
0 		27,022
-------------
0 		1,809,759
-------------
0 		113,329
-------------
0
5CHERYL LAPRIORE
 
PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS 		(i)

(ii)		 0
-------------
380,702 		0
-------------
148,479 		0
-------------
72,771 		0
-------------
62,761 		0
-------------
28,582 		0
-------------
693,295 		0
-------------
53,162
6SERGIO MELGAR
 
EVP/CFO/Treasurer, UMM Health Care, Inc. Officer/DIR Various 		(i)

(ii)		 0
-------------
779,259 		0
-------------
441,836 		0
-------------
155,478 		0
-------------
153,263 		0
-------------
32,832 		0
-------------
1,562,668 		0
-------------
101,532
7RENEE MIKITARIAN-BRADLEY
 
PRESIDENT, DIRECTOR, UMM REALTY, INC. 		(i)

(ii)		 0
-------------
173,533 		0
-------------
22,535 		0
-------------
250 		0
-------------
29,383 		0
-------------
30,344 		0
-------------
256,045 		0
-------------
0
8EDWARD MOORE
 
PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER DIRECTOR VARIOUS 		(i)

(ii)		 626,650
-------------
0 		1,220,730
-------------
0 		23,310
-------------
0 		11,600
-------------
0 		40,520
-------------
0 		1,922,810
-------------
0 		0
-------------
0
9STEVEN ROACH
 
PRESIDENT, DIR., CNEHA, INC. MARLBOROUGH HOSP., OFF. DIR. VARIOUS 		(i)

(ii)		 458,006
-------------
0 		159,099
-------------
0 		74,699
-------------
0 		111,128
-------------
0 		26,066
-------------
0 		828,998
-------------
0 		54,712
-------------
0
10MICHELE STREETER
 
TREASURER UNTIL 9/2022, UMM MEDICAL GROUP, INC. DIRECTOR VARIOUS 		(i)

(ii)		 443,278
-------------
0 		248,273
-------------
0 		59,578
-------------
0 		66,953
-------------
0 		29,710
-------------
0 		847,792
-------------
0 		34,142
-------------
0
11STEPHEN E TOSI MD
 
PRESIDENT UNTIL FY2021, UMM MEDICAL GROUP, INC., DIRECTOR, UMM ACO, INC. 		(i)

(ii)		 0
-------------
412,420 		0
-------------
242,342 		0
-------------
0 		0
-------------
5,800 		0
-------------
34,629 		0
-------------
695,191 		0
-------------
0
12FRANCESCO AIELLO MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. 		(i)

(ii)		 272,016
-------------
0 		216,714
-------------
0 		0
-------------
0 		14,500
-------------
0 		28,353
-------------
0 		531,583
-------------
0 		0
-------------
0
13ROBERT BABINEAU JR MD
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various 		(i)

(ii)		 386,749
-------------
0 		18,250
-------------
0 		0
-------------
0 		14,500
-------------
0 		38,425
-------------
0 		457,924
-------------
0 		0
-------------
0
14RICARDO BELLO MD
 
DIRECTOR, UMM MEDICAL GROUP, INC. 		(i)

(ii)		 494,205
-------------
0 		17,850
-------------
0 		25
-------------
0 		14,500
-------------
0 		66,752
-------------
0 		593,332
-------------
0 		0
-------------
0
15ALAN P BROWN MD
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various 		(i)

(ii)		 179,365
-------------
0 		33,438
-------------
0 		125
-------------
0 		0
-------------
0 		33,031
-------------
0 		245,959
-------------
0 		0
-------------
0
16XIMENA M CASTRO MD
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various 		(i)

(ii)		 260,708
-------------
0 		127,742
-------------
0 		0
-------------
0 		14,500
-------------
0 		24,593
-------------
0 		427,543
-------------
0 		0
-------------
0
17CHARLES CAVAGNARO MD
 
DIRECTOR, MARLBOROUGH HOSPITAL, Director various 		(i)

(ii)		 424,630
-------------
0 		96,005
-------------
0 		3,564
-------------
0 		11,600
-------------
0 		7,325
-------------
0 		543,124
-------------
0 		0
-------------
0
18WILLIAM CORBETT MD
 
Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various 		(i)

(ii)		 445,132
-------------
0 		159,822
-------------
0 		1,142,075
-------------
0 		49,223
-------------
0 		37,016
-------------
0 		1,833,268
-------------
0 		1,116,057
-------------
0
19THERESE DAY
 
DIRECTOR, UMM HEALTH VENTURES, INC. 		(i)

(ii)		 340,251
-------------
0 		120,279
-------------
0 		72,233
-------------
0 		100,736
-------------
0 		28,766
-------------
0 		662,265
-------------
0 		54,915
-------------
0
20KIMBERLY GAIL WATSON EBB MD
 
DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various 		(i)

(ii)		 293,870
-------------
0 		106,584
-------------
0 		19,500
-------------
0 		14,500
-------------
0 		38,358
-------------
0 		472,812
-------------
0 		0
-------------
0
21KIMBERLY EISENSTOCK MD
 
DIRECTOR, MARLBOROUGH HOSPITAL 		(i)

(ii)		 287,813
-------------
0 		46,321
-------------
0 		0
-------------
0 		14,500
-------------
0 		40,131
-------------
0 		388,765
-------------
0 		0
-------------
0
22MARK JOHNSON MD
 
DIRECTOR UNTIL 9/2022, UMM MEDICAL CENTER, INC. 		(i)

(ii)		 939,027
-------------
0 		40,500
-------------
0 		25
-------------
0 		14,500
-------------
0 		110,404
-------------
0 		1,104,456
-------------
0 		0
-------------
0
23JAMES LEARY
 
DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS 		(i)

(ii)		 0
-------------
224,774 		0
-------------
65,112 		0
-------------
27,330 		0
-------------
50,456 		0
-------------
33,416 		0
-------------
401,088 		0
-------------
16,578
24BENCY LOUIDOR-PAULYNICE MD
 
DIRECTOR UNTIL 9/2022, UMM MEDICAL GROUP, INC. 		(i)

(ii)		 185,967
-------------
0 		9,172
-------------
0 		0
-------------
0 		10,371
-------------
0 		46,648
-------------
0 		252,158
-------------
0 		0
-------------
0
25MARY E MALONEY MD
 
DIRECTOR, UMM MEDICAL GROUP, INC. 		(i)

(ii)		 447,817
-------------
0 		20,500
-------------
0 		0
-------------
0 		14,500
-------------
0 		51,075
-------------
0 		533,892
-------------
0 		0
-------------
0
26CHRISTOPHER MARSHALL MD
 
DIRECTOR, UMM MEDICAL GROUP, INC. 		(i)

(ii)		 423,668
-------------
0 		193,376
-------------
0 		25
-------------
0 		14,500
-------------
0 		29,718
-------------
0 		661,287
-------------
0 		0
-------------
0
27JENNIFER REIDY MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. 		(i)

(ii)		 204,765
-------------
0 		40,973
-------------
0 		50
-------------
0 		12,622
-------------
0 		38,170
-------------
0 		296,580
-------------
0 		0
-------------
0
28MAX ROSEN MD
 
DIRECTOR, UMM MEDICAL GROUP, INC. 		(i)

(ii)		 466,702
-------------
0 		40,500
-------------
0 		0
-------------
0 		14,500
-------------
0 		17,592
-------------
0 		539,294
-------------
0 		0
-------------
0
29CELESTE STRAIGHT MD
 
DIRECTOR, UMM MEDICAL GROUP, INC. 		(i)

(ii)		 240,511
-------------
0 		49,419
-------------
0 		0
-------------
0 		14,500
-------------
0 		102,159
-------------
0 		406,589
-------------
0 		0
-------------
0
30MATTHEW J TRAINOR MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. 		(i)

(ii)		 289,431
-------------
0 		54,715
-------------
0 		0
-------------
0 		14,500
-------------
0 		40,217
-------------
0 		398,863
-------------
0 		0
-------------
0
31DEBRA TWEHOUS MD
 
DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. 		(i)

(ii)		 216,616
-------------
0 		25,164
-------------
0 		0
-------------
0 		12,687
-------------
0 		37,928
-------------
0 		292,395
-------------
0 		0
-------------
0
32GERALDINE VAUGHAN
 
TREASURER, UMM MEDICAL GROUP, INC. 		(i)

(ii)		 93,650
-------------
0 		75,000
-------------
0 		2,567
-------------
0 		2,771
-------------
0 		4,819
-------------
0 		178,807
-------------
0 		0
-------------
0
33KIMBERLY YONKERS MD
 
DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various 		(i)

(ii)		 293,468
-------------
0 		20,500
-------------
0 		0
-------------
0 		14,500
-------------
0 		34,892
-------------
0 		363,360
-------------
0 		0
-------------
0
34KATHARINE BOLLAND ESHGHI
 
ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC. 		(i)

(ii)		 0
-------------
424,689 		0
-------------
148,562 		0
-------------
63,708 		0
-------------
138,421 		0
-------------
28,260 		0
-------------
803,640 		0
-------------
40,247
35JOHN GLASSBURN
 
Secretary, UMM Community Hospitals, Inc., Officer Various 		(i)

(ii)		 0
-------------
213,749 		0
-------------
22,527 		0
-------------
0 		0
-------------
25,618 		0
-------------
26,687 		0
-------------
288,581 		0
-------------
0
36LATAMARA LUNDI
 
PRESIDENT, COMMUNITY HEALTHLINK, INC 		(i)

(ii)		 242,508
-------------
0 		94,875
-------------
0 		4,698
-------------
0 		25,508
-------------
0 		26,250
-------------
0 		393,839
-------------
0 		0
-------------
0
37STEVEN MCCUE
 
ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. 		(i)

(ii)		 333,151
-------------
0 		76,901
-------------
0 		0
-------------
0 		33,933
-------------
0 		25,916
-------------
0 		469,901
-------------
0 		0
-------------
0
38SHLOMIT SCHAAL MD
 
PRESIDENT, UMM MEDICAL GROUP, INC. 		(i)

(ii)		 563,726
-------------
0 		144,500
-------------
0 		25
-------------
0 		14,500
-------------
0 		44,459
-------------
0 		767,210
-------------
0 		0
-------------
0
39JEANNE SHIRSHAC
 
TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. 		(i)

(ii)		 0
-------------
258,925 		0
-------------
72,694 		0
-------------
31,848 		0
-------------
66,422 		0
-------------
27,388 		0
-------------
457,277 		0
-------------
19,335
40FRANCIS W SMITH
 
Secretary, UMM Medical Group, Inc., Officer various 		(i)

(ii)		 0
-------------
242,059 		0
-------------
67,075 		0
-------------
45,487 		0
-------------
36,190 		0
-------------
26,860 		0
-------------
417,671 		0
-------------
0
41THOMAS SULLIVAN
 
TREASURER UNTIL 9/2022, UMMH - HARRINGTON HOSPTIAL, INC. OFFICER VARIOUS 		(i)

(ii)		 377,093
-------------
0 		447,114
-------------
0 		23,310
-------------
0 		11,600
-------------
0 		7,296
-------------
0 		866,413
-------------
0 		0
-------------
0
42ERIC J ALPER MD
 
SVP CQO CHF INFORMATICS OFF 		(i)

(ii)		 0
-------------
427,172 		0
-------------
185,367 		0
-------------
94,389 		0
-------------
113,305 		0
-------------
42,492 		0
-------------
862,725 		0
-------------
50,723
43JACK W BAILEY
 
SVP, CLINICAL SVCS 		(i)

(ii)		 271,614
-------------
0 		96,839
-------------
0 		23,882
-------------
0 		59,476
-------------
0 		27,698
-------------
0 		479,509
-------------
0 		18,659
-------------
0
44DIANNA J CAFFARENA
 
SVP, AMBULATORY SVCS 		(i)

(ii)		 303,830
-------------
0 		105,445
-------------
0 		16,156
-------------
0 		62,169
-------------
0 		3,701
-------------
0 		491,301
-------------
0 		0
-------------
0
45JAMES P CYR
 
SVP, SURGICAL PROCEDURAL SVCS 		(i)

(ii)		 268,795
-------------
0 		97,400
-------------
0 		42,129
-------------
0 		47,864
-------------
0 		32,330
-------------
0 		488,518
-------------
0 		27,346
-------------
0
46KATHLEEN DRISCOLL
 
SVP, CHIEF PHILANTHROPHY OFC 		(i)

(ii)		 0
-------------
402,542 		0
-------------
139,529 		0
-------------
21,548 		0
-------------
12,983 		0
-------------
12,228 		0
-------------
588,830 		0
-------------
0
47BRIAN HUGGINS
 
SVP FINANCE/CORPORATE CONTROLLER 		(i)

(ii)		 0
-------------
312,026 		0
-------------
132,055 		0
-------------
9,626 		0
-------------
14,001 		0
-------------
28,327 		0
-------------
496,035 		0
-------------
0
48ANDREW KARSON MD
 
SVP, CMO-UMMMC 		(i)

(ii)		 462,553
-------------
0 		167,288
-------------
0 		91,471
-------------
0 		133,875
-------------
0 		42,379
-------------
0 		897,566
-------------
0 		41,626
-------------
0
49VICTORIA MCCANDLESS
 
VP SYS CEO COMM OFC/ASSOC COS 		(i)

(ii)		 0
-------------
187,951 		0
-------------
19,372 		0
-------------
16,595 		0
-------------
7,465 		0
-------------
10,737 		0
-------------
242,120 		0
-------------
0
50BART METZGER
 
SVP, CHIEF HR OFFICER UNTIL 9/2022 		(i)

(ii)		 0
-------------
436,506 		0
-------------
153,508 		0
-------------
40,668 		0
-------------
49,148 		0
-------------
30,642 		0
-------------
710,472 		0
-------------
0
51JUSTIN PRECOURT
 
SVP, PATIENT CARE SVCS CNO 		(i)

(ii)		 356,362
-------------
0 		147,985
-------------
0 		60,582
-------------
0 		86,176
-------------
0 		31,810
-------------
0 		682,915
-------------
0 		24,638
-------------
0
52JOHN T RANDOLPH
 
VP, CHIEF CORPORATE COMPLIANCE 		(i)

(ii)		 0
-------------
256,667 		0
-------------
101,665 		0
-------------
332,635 		0
-------------
40,855 		0
-------------
27,413 		0
-------------
759,235 		0
-------------
318,363
53JOHN R SALZBERG
 
SVP, SYSTEM REV CYCLE OPS CRO 		(i)

(ii)		 0
-------------
319,380 		0
-------------
112,781 		0
-------------
37,970 		0
-------------
85,517 		0
-------------
27,388 		0
-------------
583,036 		0
-------------
21,893
54ALICE A SHAKMAN
 
SVP, CLINICAL SVCS 		(i)

(ii)		 284,117
-------------
0 		99,591
-------------
0 		51,484
-------------
0 		61,175
-------------
0 		12,207
-------------
0 		508,574
-------------
0 		41,657
-------------
0
55ROBIN L SODANO
 
VP, INFORMATION SYSTEMS 		(i)

(ii)		 0
-------------
310,350 		0
-------------
86,459 		0
-------------
51,367 		0
-------------
83,679 		0
-------------
27,022 		0
-------------
558,877 		0
-------------
35,578
56MUSTAFA AKYUREK MD
 
PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP 		(i)

(ii)		 290,091
-------------
0 		604,044
-------------
0 		0
-------------
0 		14,500
-------------
0 		29,216
-------------
0 		937,851
-------------
0 		0
-------------
0
57MITCHELL SOKOLOFF MD
 
PHYSICIAN, CHAIR OF UROLOGY DEPT - MED GROUP 		(i)

(ii)		 730,232
-------------
0 		40,500
-------------
0 		0
-------------
0 		14,500
-------------
0 		31,819
-------------
0 		817,051
-------------
0 		0
-------------
0
58DEMETRIUS LITWIN MD
 
PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP 		(i)

(ii)		 760,778
-------------
0 		170,071
-------------
0 		0
-------------
0 		14,500
-------------
0 		117,012
-------------
0 		1,062,361
-------------
0 		0
-------------
0
59GERALD T MCGILLICUDDY MD
 
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP 		(i)

(ii)		 833,786
-------------
0 		18,250
-------------
0 		19,500
-------------
0 		14,500
-------------
0 		113,750
-------------
0 		999,786
-------------
0 		0
-------------
0
60ARNO S SUNGARIAN MD
 
PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP 		(i)

(ii)		 973,963
-------------
0 		18,250
-------------
0 		0
-------------
0 		14,500
-------------
0 		110,040
-------------
0 		1,116,753
-------------
0 		0
-------------
0
61JOHN BRONHARD
 
FORMER OFFICER UNTIL 10/1/18 		(i)

(ii)		 332,367
-------------
0 		76,901
-------------
0 		540
-------------
0 		7,813
-------------
0 		28,027
-------------
0 		445,648
-------------
0 		0
-------------
0
62ROBERT FELDMANN
 
SVP UNTIL FY2021, FINANCE/CORPORATE CONTROLLER 		(i)

(ii)		 0
-------------
196,080 		0
-------------
1,917 		0
-------------
106,352 		0
-------------
48,611 		0
-------------
29,314 		0
-------------
382,274 		0
-------------
99,396
63TIMOTHY TARNOWSKI
 
FORMER SVP, CHIEF INFO OFFICER CTO UNTIL 12/18/19 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
121,952 		0
-------------
0 		0
-------------
0 		0
-------------
121,952 		0
-------------
121,952
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments 31 executives listed in Part VII, Section A, Line 1a received tax gross-up payments for Executive Life Insurance and Executive Disability. These benefits are treated as taxable compensation to the individual.
Schedule J, Part I, Line 1a Personal services 10 executives listed in Part VII, Section A, Line 1a received financial planning benefit costs that were reported as taxable compensation to the individual.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD: OFFICERS, DIRECTORS, TRUSTEES: BOLLAND ESHGHI, KATHARINE $40,247 BROWN, DOUGLAS S. $82,787 CORBETT, WILLIAM, MD $1,116,057 DAY, THERESE $54,915 DICKSON, ERIC W., MD $171,645 GREENWOOD, JOHN $33,153 GUSTAFSON, MD, MICHAEL $113,329 LAPRIORE, CHERYL M. $53,162 LEARY, JAMES $16,578 MELGAR, SERGIO $101,532 ROACH, STEVEN $54,712 SHIRSHAC, JEANNE $19,335 STREETER, MICHELE $34,142 SUBTOTAL OFF, DIR, TRUSTEES $1,891,594 KEY EMPLOYEES: ALPER, MD, ERIC J $50,723 BAILEY, JACK W. $18,659 CYR, JAMES P. $27,346 KARSON, ANDREW $41,626 PRECOURT, JUSTIN $24,638 RANDOLPH, JOHN T. $318,363 SALZBERG, JOHN R. $21,893 SHAKMAN, ALICE $41,657 SODANO, ROBIN L. $35,578 SUBTOTAL KEY EMPLOYEES $580,483 FORMER: FELDMANN, ROBERT $99,396 TARNOWSKI, TIMOTHY $121,952 SUBTOTAL FORMER $221,348 TOTAL $2,693,425 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): KEY EMPLOYEES: CAFFARENA, DIANNA J. DRISCOLL, KATHLEEN HUGGINS, BRIAN LUNDI, LATAMARA MCCANDLESS, VICTORIA METZGER, BART MOORE, EDWARD SMITH, FRANCIS W. VAUGHAN, GERALDINE
Schedule J, Part I, Line 3 CEO/Executive Director paid by related organization Eric W. Dickson, MD is President CEO of UMass Memorial Health Care, Inc. and Affiliates, which includes all entities in this Group 990. As top management official, he is paid by UMass Memorial Health Care, Inc. (Parent), a related organization.
Schedule J, Part II Compensation to Directors THE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR.
Schedule J, Part II Compensation to employees Compensation to employees reported in Part VII and Schedule J is paid by UMass Memorial Health Care, Inc. and Affiliates only. Some of our physicians are also employed by UMass Chan Medical School - University of Massachusetts, an unrelated entity for tax purposes.
Schedule J (Form 990) 2021

Additional Data


Software ID: 21014044
Software Version: 2021v4.2
Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet 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.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
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 (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
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?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
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) 2021
Schedule L (Form 990) 2021
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 (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) MA Lung and Allergy PC
  		Entity more than 35% owned by Kimberly Robinson, MD, Board Director 763,303 3rd Party Payer Contract Payment   No
(2) Chair City Family Medicine PC
  		Entity more than 35% owned by Francis Sweeney, MD, Board Director 157,554 3rd Party Payer Contract Payment   No
(3) Precision Anesthesia Assoc PC
  		ENTITY MORE THAN 35% OWNED BY Dr. Faust, Board Director 1,943,287 3rd Party Payer Contract Payment   No
(4) JOHN M TUMOLO MD
  		ENTITY MORE THAN 35% OWNED BY Dr. Tumolo, Board Director 198,181 3rd Party Payer Contract Payment   No
(5) Elaine Granville RN
  		Family Member of Cheryl Lapriore, Officer / Board Director 188,288 Employment Arrangement w/ UMM Medical Center, Inc.   No
(6) Brittany M Paulhus
  		Family Member of Robert J. Paulhus, Jr., Chairperson 105,668 Employment Arrangement w/ UMM Medical Center, Inc.   No
(7) Darlene A Purcell
  		Family Member of Philip E. Purcell, Board Director 156,841 Employment Arrangement w/ UMM Medical Center, Inc.   No
(8) Mary Harrington
  		Family Member of James Leary, Board Director 98,158 Employment Arrangement w/ UMM Medical Center, Inc.   No
(9) Anthony Mngolia (Lundi)
  		Family Member of Latamara Lundi, Board Officer 88,170 Employment Arrangement w/ Community HealthLink, Inc.   No
(10) Noemi Ramirez Ferriss
  		Family Member of Mary Maloney, Board Director 39,782 Employment Arrangement w/ UMM Medical Center, Inc.   No
(11) Ashley Bradley
  		Family Member of Renee Mikitarian-Bradley, Board Officer 114,653 Employment Arrangement w/ UMM Medical Center, Inc.   No
(12) Substantial Contributor
  		Substantial Contributor 36,028,301 Independent Contractor Arrangement, donation reported on Schedule B   No
(13) Substantial Contributor
  		Substantial Contributor 11,317,466 Independent Contractor Arrangement, donation reported on Schedule B   No
(14) Substantial Contributor
  		Substantial Contributor 9,998,365 Independent Contractor Arrangement, donation reported on Schedule B   No
(15) Substantial Contributor
  		Substantial Contributor 3,739,572 Independent Contractor Arrangement, donation reported on Schedule B   No
(16) Substantial Contributor
  		Substantial Contributor 1,453,959 Independent Contractor Arrangement, donation reported on Schedule B   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 1,674 Market value
5 Clothing and household
goods ....... 		X 48,638 Market value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 18 57,013 Market value
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Assorted toys ) X 76 75,507 Market value
26 Other Right pointing arrow large image ( Misc. supplies ) X 33 37,602 Market value
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2021)
Schedule M (Form 990) (2021)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Explanations of reporting method for number of contributions Books and publications - The organization is reporting the number of contributions. Other - Assorted toys - The organization is reporting the number of contributions. Other - Misc. supplies - The organization is reporting the number of contributions. Clothing and household goods - The organization is reporting the number of contributions. Food inventory - The organization is reporting the number of contributions.
Schedule M (Form 990) (2021)

Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE O
(Form 990)

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
2021
Open to Public
Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
Return Reference Explanation
Form 990, Part I, Line 3 Number of voting members and Part VII The number of voting members of the governing body does not agree to the number of individuals reported in Part VII because there are 17 entities included in the group exemption, 16 of which have their own board of directors with voting rights. These directors are included in Part VII once, even if they serve on multiple boards. Refer to Sch O for a complete list of board members by entity and individuals with various board titles.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 290,933,010 including grants of $ 8,715)(Revenue $ 307,746,918) UMASS MEMORIAL COMMUNITY HOSPITALS THE UMASS MEMORIAL COMMUNITY HOSPITALS (CLINTON HOSPITAL, HEALTH ALLIANCE HOSPITALS, INC., MARLBOROUGH HOSPITAL) ARE COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF THE COMMUNITIES THAT THEY SERVE THROUGH EXCELLENCE IN CLINICAL CARE AND SERVICE. EACH OF THESE HOSPITALS ACCOMPLISHES THIS GOAL BY PROVIDING INPATIENT AND OUTPATIENT HEALTH CARE SERVICES TO THE RESIDENTS OF THEIR COMMUNITIES WITHOUT REGARD TO THEIR ABILITY TO PAY. FY 2022 KEY STATISTICS - TOTAL DISCHARGES: 10,147 TOTAL SURGICAL ENDOSCOPY CASES: 11,161 TOTAL ER VISITS: 79,852
Form 990, Part V, Line 3b Reason for not filing Form 990-T SOME, BUT NOT ALL, OF UMASS MEMORIAL HEALTH CARE, INC. AFFILIATES GROUP SUBORDINATES HAVE FILED A FORM 990-T.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons MARLBOROUGH HOSPITAL: GERARD RICHER (BOARD MEMBER) MICHAEL D. MURPHY (BOARD MEMBER) - Business relationship, CNEHA, INC. UMM HEALTHALLIANCE-CLINTON HOSPITAL: ROBERT J. PAULHUS (BOARD MEMBER) MICHAEL AMES (BOARD MEMBER) - Business relationship, MARLBOROUGH HOSPITAL: STEVEN ROACH (BOARD MEMBER) ELLEN DORIAN (BOARD MEMBER) - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders THERE ARE NO CLASSES OF MEMBERS. Each Group member has a sole corporate member.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MAJORITY OF ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER UMASS MEMORIAL HEALTH CARE, INC. (UMMHC - PARENT) , CNEHA, INC. UMASS MEMORIAL HEALTH - HARRINGTON, INC. or UMass Memorial Community Hospitals, Inc.) THAT ELECTS THE BOARD OF TRUSTEES. THERE ARE NO CLASSES OF MEMBERS. THE MAJORITY OF THE ENTITIES RESERVE TO THE MEMBER THE POWER TO REMOVE TRUSTEES, TO FILL VACANCIES, AND TO INCREASE OR DECREASE THE SIZE OF THE BOARD. THE CHANCELLOR OF THE UMASS CHAN MEDICAL SCHOOL HAS CONTROL OVER 4 TRUSTEE SEATS OF THE MEDICAL CENTER'S BOARD.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE MAJORITY OF THE ENTITIES IN THE CONSOLIDATED GROUP HAVE A SOLE MEMBER (UMMHC - Parent , CNEHA, INC. or UMass Memorial Community Hospitals, Inc.) WITH THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ENTITY, WHICH IS EXERCISED BY THAT MEMBER'S BOARD OF TRUSTEES. THERE ARE NO CLASSES OF MEMBERS. GENERALLY, THE SOLE MEMBER OF EACH ENTITY RESERVES THE POWER TO APPROVE MAJOR TRANSACTIONS; TO MERGE, CONSOLIDATE OR LIQUIDATE THE CORPORATION'S ASSETS; TO ADOPT ANNUAL OPERATING AND CAPITAL BUDGETS AND AMENDMENTS; TO ENTER INTO LOAN AGREEMENTS AND/OR GUARANTEES; TO APPOINT AND/OR ELECT THE PRESIDENT AND/OR CEO; TO ELECT AND/OR APPOINT AND REMOVE TRUSTEES, FILL VACANCIES, TO INCREASE OR DECREASE THE SIZE OF THE BOARD; AND TO APPROVE UNBUDGETED EXPENDITURES.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body There are no committees with authority to act on behalf of the governing body, thus the "no" response for Part VI, Line 8b. THE ORGANIZATIONS DOCUMENT THE BOARD AND COMMITTEE MEETINGS BY TAKING MINUTES, WHICH INCLUDE ALL MEETING DISCUSSIONS AND ACTIONS. THESE WRITTEN MINUTES ARE THEN APPROVED AT THE FOLLOWING BOARD AND COMMITTEE MEETINGS.
Form 990, Part VI, Line 11b Review of form 990 by governing body SECTIONS OF THE CORE FORM 990 RELATED TO EXECUTIVE COMPENSATION AND SCHEDULE J RELATED TO EXECUTIVE COMPENSATION IS REVIEWED IN DETAIL WITH THE ORGANIZATION'S BOARD COMPENSATION COMMITTEE WHICH OVERSEES ALL UMASS MEMORIAL HEALTH CARE EXECUTIVE COMPENSATION. THE ORGANIZATION'S AUDIT COMPLIANCE COMMITTEE REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE L. THE ORGANIZATION'S COMMUNITY BENEFITS COMMITTEE (THAT OVERSEES ALL BOARDS) REVIEWS ALL CONTENT ASSOCIATED WITH SCHEDULE H. THE AUDIT COMPLIANCE COMMITTEE OF THE BOARD REVIEWS THE FORM 990 AND RECOMMENDS THE FORM 990 TO THE FULL BOARD FOR APPROVAL. THE FULL BOARD IS GIVEN ACCESS TO THE FORM 990. CROWE (TAX PREPARERS) PRESENTS THE FORM 990 TO THE AUDIT COMPLIANCE COMMITTEE.
Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS AND MANAGEMENT TO COMPLETE ANNUAL DISCLOSURE STATEMENTS AND, TO UPDATE THESE DISCLOSURE STATEMENTS FOR SIGNIFICANT CHANGES IN THEIR OUTSIDE GOVERNANCE AND PROFESSIONAL ACTIVITIES OR, FINANCIAL RELATIONSHIPS AS APPROPRIATE. ADDITIONALLY, ALL TRANSACTIONS INVOLVING BOARD MEMBERS OR MANAGEMENT AND THE ORGANIZATION ARE REQUIRED TO BE APPROVED BY THE COMPLIANCE COMMITTEE OF THE BOARD. The following groups of individuals are covered by this policy: a. All Trustees/Directors: all UMM entities b. UMMHC/UMMMC/UMMMG: Dept Heads and above; selected others c. Physicians: all employed physicians, members of any board committee, members of Medical Staff Executive Committees; others as determined appropriate THERE IS ACTIVE MONITORING by the UMMHC Compliance office AND COMMUNICATION TO ENSURE INDIVIDUALS WITH OUTSIDE RELATIONSHIPS DO NOT INAPPROPRIATELY PARTICIPATE IN BUSINESS DECISIONS OF THE ORGANIZATION, PURCHASING OR RESEARCH ACTIVITIES/DECISIONS. Any conflicts identified are MANAGED AND reported to the appropriate officer and/or governing body. We have an appropriate management plan with any individuals with outside relationships that require mitigation. Where it is necessary, individuals may provide subject matter expertise however they have no influence or authorization of decisions for the organization.
Form 990, Part VI, Line 15a Process to establish compensation of top management official Compensation matters involving the System President CEO (paid by UMass Memorial Health Care, Inc. (Parent) a related organization) and Senior Executives (including Group 990 entity Presidents) are overseen by the Compensation Committee of the Board, which was designated this authority by the Organization's Board of Trustees. The Compensation Committee approved a Compensation Philosophy and Policy which govern compensation matters. THE PHILOSOPHY INCLUDES THE OBJECTIVES OF THE PROGRAM COMPONENTS OF EXECUTIVE COMPENSATION, THE RELEVANT MARKET POSITIONING IN THE MARKET, FACTORS CONSIDERED IN SETTING EXECUTIVE COMPENSATION AND THE IMPORTANCE OF TYING SUCH COMPENSATION TO PERFORMANCE. Independent outside compensation consultants are hired by and report to the Compensation Committee of the Board and provide advice to the Committee on compensation matters. THE COMMITTEE WORKS WITH THESE CONSULTANTS AND WITH LEGAL COUNSEL TO ENSURE THAT ALL COMPENSATION PAID, AS WELL AS THE PROCESS FOLLOWED TO DETERMINE SUCH COMPENSATION IS REASONABLE, MEETS ALL REGULATORY REQUIREMENTS AND IS COMPETITIVE WITH THE RELEVANT MARKET. During the fiscal year, the Compensation Committee met to review and vote on the compensation for the System President CEO and key personnel for Group 990 entities. The Compensation Committee voted and approved the System President CEO's compensation at their annual meeting in March 2022. All other key personnel (including the Group 990 entity Presidents) were voted on and approved at the annual meeting in December 2021.
Form 990, Part VI, Line 15b Process to establish compensation of other employees Please refer to the above narrative for Part VI, Line 15a for a description of the compensation review process. Dates of the reviews for other officers and key employees are noted below, along with the title for reference and tier (internal management hierarchy). Tier - Title - Review date - Tier B - PRESIDENT,UMMH CAO/CLO,UMMHC - March 2022 Tier B - PRESIDENT MEDICAL CENTER - December 2021 Tier B - EXEC VP, CFO - December 2021 Tier C - SVP CQO CHF INFORMATICS OFF - December 2021 Tier C - SVP CLINICAL SVCS - December 2021 Tier C - SVP AMBULATORY SVCS - December 2021 Tier C - SVP COMMUNITY PRACTICES - December 2021 Tier C - SVP SURGICALPROCEDURAL SVCS - December 2021 Tier C - VP/CHIEF FINANCIAL OFFICER - December 2021 Tier C - SVP CHIEF PHILANTHROPY OFC - December 2021 Tier C - SVP GENERAL COUNSEL-PGL - December 2021 Tier C - SVP POP HLTH PRESIDENT, ACO - December 2021 Tier C - SVP FINANCE/CORP CONTROLLER - December 2021 Tier C - SVP CMO-UMMMC - December 2021 Tier C - PRESIDENT COMMUNTY HEALTHLINK - December 2021 Tier C - SVP COS SYS CEO COMMS OFC - December 2021 Tier C - PRESIDENT HARRINGTON HOSPITAL - December 2021 Tier C - SVP CNE UMMH SVP CNO UMMMC - December 2021 Tier C - VP CHIEF CORPORATE COMPLIANCE - December 2021 Tier C - PRESIDENT MARLBOROUGH HAC - December 2021 Tier C - SVP SYSTEM REV CYCLE OPS CRO - December 2021 Tier C - SVP CLINICAL SVCS - December 2021 Tier C - SVP INFORMATION SVCS - December 2021 Tier C - SVP/COO UMMMG - December 2021
Form 990, Part VI, Line 19 Required documents available to the public UMASS MEMORIAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY APPLICABLE STATE AND FEDERAL LAWS, AND BY REQUEST ON A CASE-BY-CASE BASIS.
Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: 50696, Related or Exempt Function Revenue: 50696, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11a Management Fees The amount reported on line 11a represents management fees paid by UMass Memorial Medical Center for the management of exempt-function pharmaceutical services for the Medical Center.
Form 990, Part IX, Line 11g Other Fees Physicians, residents and other purchased services from UMass Chan Medical School - University of Massachusetts - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 12069602, Fundraising Expenses: 0; Purchased temporary help - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 1189320, Fundraising Expenses: 0; Affiliate medical services - Total Expense: 12771422, Program Service Expense: 12771422, Management and General Expenses: 0, Fundraising Expenses: 0; Other fees for services - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 8580371, Fundraising Expenses: 49661; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFERS TO UNRESTRICTED - REVENUE - 3785676; TRANSFERS TO UNRESTRICTED - PPE - 5029480; TRANSFERS (TO) FROM RELATED PARTIES - -XXX-XX-XXXX; TRANSFERS TO UNRESTRICTED - EXPENDITURES - -5897022; Other changes in net assets related to joint venture and SWAP agreement - 1384908; Merger of Harrington Hospital to UMMH Consolidated and part of Group return - 71225096;
Page 1 Line Hc 17 Members of Group exemption number 3642 UMASS MEMORIAL HEALTH CARE, INC. AND AFFILIATES 306 Belmont Street, Worcester, MA 01604 EIN: 91-2155626 FYE: 9/30/2022 Marlborough Hospital 157 Union Street, Marlborough, MA 01752 EIN: 04-2104693 FYE: 9/30/2022 UMass Memorial Behavioral Health System, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3374724 FYE: 9/30/2022 UMass Memorial Community Hospitals, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3296271 FYE: 9/30/2022 UMass Memorial Health Ventures, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 22-2605679 FYE: 9/30/2022 UMass Memorial Medical Center, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-3358564 FYE: 9/30/2022 UMass Memorial Medical Group, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-2911067 FYE: 9/30/2022 UMass Memorial Realty, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 04-2805630 FYE: 9/30/2022 Community HealthLink, Inc. 72 Jaques Avenue, Worcester, MA 01610 EIN: 04-2626179 FYE: 9/30/2022 Central New England HealthAlliance, Inc. (CNEHA, INC) 60 Hospital Road, Leominster, MA 01453 EIN: 04-3172496 FYE: 9/30/2022 Coordinated Primary Care, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3210002 FYE: 9/30/2022 HealthAlliance Home Health and Hospice, Inc. 25 Tucker Road, Leominster, MA 01453 EIN: 04-2932308 FYE: 9/30/2022 UMass Memorial HealthAlliance-Clinton Hospital, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-2103555 FYE: 9/30/2022 UMass Memorial Accountable Care Organization, Inc. 306 Belmont Street, Worcester, MA 01604 EIN: 46-2871359 FYE: 9/30/2022 UMass Memorial Health - Harrington, Inc. 100 South Street, Southbridge, MA 01604 EIN: 80-0518491 FYE: 9/30/2022 UMass Memorial Health - Harrington Hospital, Inc. 100 South Street, Southbridge, MA 01604 EIN: 04-2103577 FYE: 9/30/2022 Harrington Physician Services, Inc. 100 South Street, Southbridge, MA 01604 EIN: 04-2103577 FYE: 9/30/2022
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 1 of 5 Entity EIN: UMass Memorial Medical Center, Inc. #04-3358564 MICHAEL GUSTAFSON, MD PRESIDENT SERGIO MELGAR TREASURER DOUGLAS S. BROWN SECRETARY KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY RICHARD SIEGRIST CHAIRPERSON, DIRECTOR LYNDA M. YOUNG, MD VICE CHAIRPERSON, DIRECTOR RAYMOND PAWLICKI DIRECTOR EVAN BENJAMIN, MD DIRECTOR DAVID L. BENNETT DIRECTOR RICHARD K. BENNETT DIRECTOR LESLIE BOVENZI DIRECTOR MICHAEL COLLINS, MD DIRECTOR LISA COLOMBO ERIC W. DICKSON, MD DIRECTOR MICHAEL ENGEL DIRECTOR TERENCE FLOTTE, MD DIRECTOR ELVIRA GUARDIOLA DIRECTOR MARK JOHNSON, MD DIRECTOR UNTIL 9/2022 NANCY KANE DIRECTOR PETER KNOX DIRECTOR SUSAN MAILMAN DIRECTOR ROSEMARY THOMSEN DIRECTOR JEAN KING, PHD DIRECTOR JEAN MCMURRY DIRECTOR MICHAEL F. O'BRIEN DIRECTOR MICHAEL D. MURPHY (ex officio without vote) ROBERT J. PAULHUS JR. (ex officio without vote) JOHN SHEA, ESQ (ex officio without vote) Entity EIN: UMass Memorial Health Ventures, Inc. #22-2605679 ERIC W. DICKSON, MD PRESIDENT, DIRECTOR CHERYL LAPRIORE PRESIDENT, DIRECTOR, UNTIL 9/2022 SERGIO MELGAR TREASURER FRANCIS W. SMITH CLERK PAUL KANGAS CHAIRPERSON, DIRECTOR JOHN BUDD DIRECTOR UNTIL 9/2022 FREDERICK G. CROCKER DIRECTOR THERESE DAY DIRECTOR GERARD P. RICHER DIRECTOR STEVEN ROACH DIRECTOR ROSEMARY THOMSEN DIRECTOR Entity EIN: UMass Memorial Realty, INC. #04-2805630 RENEE MIKITARIAN-BRADLEY PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY DAVID L. BENNETT DIRECTOR DIX F. DAVIS DIRECTOR ERIC W. DICKSON, MD DIRECTOR
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 2 of 5 Entity EIN: UMass Memorial Medical Group, Inc. #04-2911067 SHLOMIT SCHAAL, MD PRESIDENT, DIRECTOR GERALDINE VAUGHAN, MD TREASURER MICHELE STREETER TREASURER UNTIL 9/2022 FRANCIS W. SMITH SECRETARY LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR UNTIL 9/2022 RICARDO BELLO, MD CHAIRPERSON, DIRECTOR J. CHRISTOPHER CUTLER FACHE DIRECTOR UNTIL 9/2022 ERIC W. DICKSON, MD DIRECTOR TERENCE FLOTTE, MD DIRECTOR MICHAEL GUSTAFSON, MD DIRECTOR MARY E. MALONEY, MD DIRECTOR CHRISTOPHER MARSHALL, MD DIRECTOR JEAN MCMURRAY, DIRECTOR KIMBERLY SALMON, DIRECTOR CELESTE STRAIGHT, MD DIRECTOR BENCY LOUIDOR-PAULYNICE, MD DIRECTOR UNTIL 9/2022 MAX ROSEN, MD DIRECTOR VALERIE ZOLEZZI-WYNDHAM DIRECTOR Entity EIN: UMass Memorial Community Hospitals, Inc. #04-3296271 DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR SERGIO MELGAR TREASURER, DIRECTOR JOHN GLASSBURN SECRETARY WILLIAM CORBETT, MD DIRECTOR ERIC W. DICKSON, MD DIRECTOR MICHAEL ENGEL DIRECTOR MICHAEL GUSTAFSON, MD DIRECTOR JAMES LEARY DIRECTOR LUIS J. MASEDA DIRECTOR WILLIAM MCGRAIL ESQ. DIRECTOR EDWARD MOORE DIRECTOR MICHAEL D. MURPHY DIRECTOR JACK WILSON, PHD DIRECTOR STEVEN ROACH (CEO of Marlborough Hospital CNEHA, Inc., ex officio without vote) MICHAEL MAHAN DIRECTOR UNTIL 9/2022 ROBERT J. PAULHUS JR. DIRECTOR MICHELE STREETER DIRECTOR Entity EIN: Marlborough Hospital #04-2104693 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER JOHN GLASSBURN SECRETARY ANN-MARIA D'AMBRA ASSISTANT SECRETARY MICHAEL D. MURPHY CHAIRPERSON ANN K. MOLLOY VICE-CHAIRPERSON, DIRECTOR BRIAN BOUVIER DIRECTOR DOUGLAS S. BROWN DIRECTOR CHARLES CAVAGNARO, MD DIRECTOR ELLEN DORIAN DIRECTOR KIMBERLY EISENSTOCK, MD DIRECTOR WILLIAM FISHER DIRECTOR JOSEPH G. LEANDRES DIRECTOR PHILIP E. PURCELL DIRECTOR KIMBERLY ROBINSON, MD DIRECTOR VIBHA SHARMA, MD DIRECTOR DAVID WALTON DIRECTOR UNIL 9/2022 GERARD P. RICHER DIRECTOR JOHN GOBRON DIRECTOR BHALCHANDRA PARULKAR, MD DIRECTOR Entity EIN: UMass Memorial Behavioral Health System, Inc. #04-3374724 DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR SERGIO MELGAR TREASURER, DIRECTOR FRANCIS W. SMITH SECRETARY ALAN P. BROWN, MD DIRECTOR AMY GRASSETTE DIRECTOR JOANNE JOHNSON DIRECTOR CHERYL LAPRIORE DIRECTOR JAMES LEARY DIRECTOR DIANE MCKEE, MD DIRECTOR JIM NOTARO DIRECTOR KEITH REARDON DIRECTOR JOHN SHEA, ESQ. DIRECTOR KIMBERLY YONKERS DIRECTOR
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 3 of 5 Entity EIN: Community Healthlink, Inc. #04-2626179 LATAMARA LUNDI PRESIDENT SERGIO MELGAR TREASURER, DIRECTOR FRANCIS W. SMITH CLERK TAMMY HANEY ASSISTANT CLERK JENNIFER COLE ASSISTANT CLERK UNTIL 9/2022 JOHN SHEA, ESQ. CHAIRPERSON, DIRECTOR DOUGLAS S. BROWN DIRECTOR ALAN P. BROWN, MD DIRECTOR AMY GRASSETTE DIRECTOR JOANNE JOHNSON DIRECTOR CHERYL LAPRIORE DIRECTOR JAMES LEARY DIRECTOR DIANE MCKEE, MD DIRECTOR JIM NOTARO DIRECTOR KEITH REARDON DIRECTOR KIMBERLY YONKERS, MD DIRECTOR Entity EIN: Central New England HealthAlliance, Inc. #04-3172496 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY MAUREEN CROTEAU ASSISTANT SECRECTARY MICHAEL MAHAN VICE CHAIRPERSON, DIRECTOR ROBERT J. PAULHUS JR. CHAIRPERSON, DIRECTOR MICHAEL W. AMES DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR DOUGLAS S. BROWN DIRECTOR XIMENA M. CASTRO, MD DIRECTOR WILLIAM CORBETT, MD DIRECTOR DIX F. DAVIS DIRECTOR UNTIL 9/2022 CARLOS NICOLAS FORMAGGIA ESQ. DIRECTOR UNTIL 9/2022 TAMMY GRAVEL DIRECTOR DONATA MARTIN DIRECTOR UNTIL 9/2022 LUIS J. MASEDA DIRECTOR RACHEL LOPEZ DIRECTOR KEVIN REED DIRECTOR MICHAEL RIVARD DIRECTOR KIMBERLY GAIL WATSON EBB, MD DIRECTOR Entity EIN: COORDINATED PRIMARY CARE, INC. #04-3210002 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER MAUREEN CROTEAU SECRETARY CHARLES CAVAGNARO, MD DIRECTOR WILLIAM CORBETT, MD DIRECTOR Entity EIN: HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. #04-2932308 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER STEVEN MCCUE ASSISTANT TREASURER MAUREEN CROTEAU SECRETARY MICHAEL MAHAN CHAIRPERSON, DIRECTOR LESLIE BOVENZI DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR DIX F. DAVIS DIRECTOR CARLOS NICOLAS FORMAGGIA ESQ. DIRECTOR UNTIL 9/2022 DONATA MARTIN DIRECTOR LUIS J. MASEDA DIRECTOR
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 4 of 5 Entity EIN: UMass Memorial HEALTHALLIANCE-CLINTON HOSPITAL, INC. #04-2103555 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY MAUREEN CROTEAU ASSISTANT CLERK MICHAEL MAHAN VICE CHAIRPERSON, DIRECTOR ROBERT J. PAULHUS JR. CHAIRPERSON, DIRECTOR MICHAEL W. AMES DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR DOUGLAS S. BROWN DIRECTOR XIMENA M. CASTRO, MD DIRECTOR WILLIAM CORBETT, MD DIRECTOR DIX F. DAVIS DIRECTOR UNTIL 9/2022 CARLOS NICOLAS FORMAGGIA ESQ. DIRECTOR UNTIL 9/2022 RACHEL LOPEZ DIRECTOR TAMMY GRAVEL DIRECTOR DONATA MARTIN DIRECTOR UNTIL 9/2022 LUIS J. MASEDA DIRECTOR KEVIN REED DIRECTOR MICHAEL RIVARD DIRECTOR KIMBERLY GAIL WATSON EBB, MD DIRECTOR Entity EIN: UMass Memorial ACCOUNTABLE CARE ORGANIZATION, INC. #46-2871359 JOHN GREENWOOD PRESIDENT, DIRECTOR JEANNE SHIRSHAC TREASURER FRANCIS W. SMITH CLERK ERIC W. DICKSON, MD CHAIRPERSON, DIRECTOR FRANCESCO AIELLO, MD DIRECTOR DOUGLAS S. BROWN DIRECTOR WILLIAM CORBETT, MD DIRECTOR JORDAN EISENSTOCK, MD DIRECTOR ROBERT FISHMAN DO, FACP DIRECTOR MICHAEL GUSTAFSON, MD DIRECTOR STEVE KERRIGAN DIRECTOR BARBARA KUPFER DIRECTOR LALITA MATTA, MD DIRECTOR ED MOORE DIRECTOR JENNIFER REIDY, MD DIRECTOR FRANCIS SWEENEY, MD DIRECTOR STEPHEN E. TOSI, MD DIRECTOR MATTHEW J. TRAINOR, MD DIRECTOR DEBRA TWEHOUS, MD DIRECTOR
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 5 of 5 Entity EIN: UMass Memorial Harrington Hospital, Inc. #04-2103577 ROBERT MOORE PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER THOMAS SULLIVAN TREASURER UNTIL 9/2022 MICHAEL ENGEL CHAIRPERSON, DIRECTOR DEBORAH BOYD VICE-CHAIRPERSON, DIRECTOR JOHN GLASSBURN SECRETARY MELISSA ROSSI ASSISTANT SECRETARY RANDALL V. BECKER DIRECTOR DOUGLAS S. BROWN DIRECTOR KATHLEEN CHARETTE DIRECTOR ANTHONY J. DETARANDO DIRECTOR JOSE DINGUI DIRECTOR JAMES FAUST, MD DIRECTOR JOHN J. MCGLONE DIRECTOR ROBERT MUENZBERG JR DIRECTOR MARK PALMERINO DIRECTOR GINA PLATA-NINO DIRECTOR SARAI RIVERA DIRECTOR NATALIE STANLEY, DMD DIRECTOR JOHN TUMOLO, MD DIRECTOR JAMES WADDICK DIRECTOR Entity EIN: Harrington Physician Services, Inc. #13-4366504 EDWARD MOORE PRESIDENT, SECRETARY SERGIO MELGAR TREASURER THOMAS SULLIVAN TREASURER UNTIL 9/2022 JAMES WADDICK CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR ANTHONY J. DETARANDO DIRECTOR ROBERT MUENZBERG JR DIRECTOR MARK PALMERINO DIRECTOR FRANK POWERS, MD DIRECTOR Entity EIN: UMass Memorial Health - Harrington, Inc. #80-0518491 EDWARD MOORE PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER THOMAS SULLIVAN TREASURER UNTIL 9/2022 MICHAEL ENGEL CHAIRPERSON, DIRECTOR DEBORAH BOYD VICE-CHAIRPERSON, DIRECTOR JOHN GLASSBURN SECRETARY MELISSA ROSSI ASSISTANT SECRETARY DOUGLAS S. BROWN DIRECTOR KATHLEEN CHARETTE DIRECTOR ANTHONY J. DETARANDO DIRECTOR JOSE DINGUI DIRECTOR JAMES FAUST, MD DIRECTOR JOHN J. MCGLONE DIRECTOR ROBERT MUENZBERG JR DIRECTOR MARK PALMERINO DIRECTOR GINA PLATA-NINO DIRECTOR SARAI RIVERA DIRECTOR NATALIE STANLEY, DMD DIRECTOR JOHN TUMOLO, MD DIRECTOR JAMES WADDICK DIRECTOR
Part VII Section A Various board titles - Part 1 of 3 MICHAEL W. AMES DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. FRANCESCO AIELLO, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ROBERT BABINEAU JR., MD DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. RANDALL V. BECKER DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. RICHARD BELLO, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. EVAN BENJAMIN, MD DIRECTOR, UMM MEDICAL CENTER, INC. DAVID L. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM REALTY, INC. RICHARD K. BENNETT DIRECTOR, UMM MEDICAL CENTER, INC. BRIAN BOUVIER DIRECTOR, MARLBOROUGH HOSPITAL DEBORAH BOYD VICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. VICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON, INC LESLIE BOVENZI DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM MEDICAL CENTER, INC. ALAN P. BROWN, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. PRESIDENT, CHAIRPERSON, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC SECRETARY, UMM MEDICAL CENTER, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, MARLBOROUGH HOSPITAL DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC JOHN BUDD DIRECTOR UNTIL 9/2022, UMM HEALTH VENTURES, INC. XIMENA M. CASTRO, MD DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. CHARLES CAVAGNARO, MD DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, MARLBOROUGH HOSPITAL KATHLEEN CHARETTE DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC JENNIFER COLE ASSISTANT CLERK UNTIL 9/2022, COMMUNITY HEALTHLINK, INC. MICHAEL COLLINS, MD DIRECTOR, UMM MEDICAL CENTER, INC. LISA COLOMBO DIRECTOR, UMM MEDICAL CENTER, INC. WILLIAM CORBETT, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, CNEHA, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. FREDERICK G. CROCKER DIRECTOR, UMM HEALTH VENTURES, INC. MAUREEN CROTEAU SECRETARY, COORDINATED PRIMARY CARE, INC. SECRETARY, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ASSISTANT SECRECTARY, CNEHA, INC. ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. J. CHRISTOPHER CUTLER FACHE DIRECTOR UNTIL 9/2022, UMM MEDICAL GROUP, INC. ANN-MARIA D'AMBRA ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL DIX F. DAVIS DIRECTOR UNTIL 9/2022, CNEHA, INC. DIRECTOR UNTIL 9/2022, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM REALTY, INC. THERESE DAY DIRECTOR, UMM HEALTH VENTURES, INC. ERIC W. DICKSON, MD PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC. CHAIRPERSON, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. DIRECTOR, UMM REALTY, INC. ANTHONY J. DETARANDO DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC JOSE DINGUI DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. ELLEN DORIAN DIRECTOR, MARLBOROUGH HOSPITAL KIMBERLY GAIL WATSON EBB, MD DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JORDAN EISENSTOCK, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. KIMBERLY EISENSTOCK, MD DIRECTOR, MARLBOROUGH HOSPITAL MICHAEL ENGEL CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. CHAIRPERSON, DIRECTOR, UMM HARRINGTON, INC DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL CENTER, INC. KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC. JAMES FAUST, MD DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC WILLIAM FISHER DIRECTOR, MARLBOROUGH HOSPITAL ROBERT FISHMAN DO, FACP DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. TERENCE FLOTTE, MD DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. CARLOS NICOLAS FORMAGGIA, ESQ. DIRECTOR UNTIL 9/2022, CNEHA, INC. DIRECTOR UNTIL 9/2022, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR UNTIL 9/2022, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. JOHN GLASSBURN SECRETARY, UMM COMMUNITY HOSPITALS, INC. SECRETARY, MARLBOROUGH HOSPITAL SECRETARY, UMM HARRINGTON HOSPITAL INC. SECRETARY, UMM HARRINGTON, INC. JOHN GOBRON DIRECTOR, MARLBOROUGH HOSPITAL AMY GRASSETTE DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. TAMMY GRAVEL DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN GREENWOOD PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ELVIRA GUARDIOLA DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL GUSTAFSON, MD PRESIDENT, UMM MEDICAL CENTER, INC DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL GROUP, INC. TAMMY HANEY ASSISTANT CLERK, COMMUNITY HEALTHLINK, INC. JOANNE JOHNSON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. MARK JOHNSON, MD DIRECTOR UNTIL 9/2022, UMM MEDICAL CENTER, INC. NANCY KANE DIRECTOR, UMM MEDICAL CENTER, INC. PAUL KANGAS CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC. STEVE KERRIGAN DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JEAN KING, PHD DIRECTOR, UMM MEDICAL CENTER, INC. PETER KNOX DIRECTOR, UMM MEDICAL CENTER, INC. BARBARA KUPFER DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CHERYL LAPRIORE PRESIDENT, DIRECTOR UNTIL 9/2022, UMM HEALTH VENTURES, INC. DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JOSEPH G. LEANDRES DIRECTOR, MARLBOROUGH HOSPITAL JAMES LEARY DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. RACHEL LOPEZ DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. BENCY LOUIDOR-PAULYNICE, MD DIRECTOR UNTIL 9/2022, UMM MEDICAL GROUP, INC. LATAMARA LUNDI PRESIDENT, COMMUNITY HEALTHLINK, INC MICHAEL MAHAN CHAIRPERSON, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. VICE CHAIRPERSON, DIRECTOR, CNEHA, INC. VICE CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR UNTIL 9/2022, UMM COMMUNITY HOSPITALS, INC. SUSAN MAILMAN DIRECTOR, UMM MEDICAL CENTER, INC. MARY E. MALONEY, MD DIRECTOR, UMM MEDICAL GROUP, INC. DONATA MARTIN DIRECTOR UNTIL 9/2022, CNEHA, INC. DIRECTOR UNTIL 9/2022, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. CHRISTOPHER MARSHALL, MD DIRECTOR, UMM MEDICAL GROUP, INC. LUIS J. MASEDA DIRECTOR, CNEHA, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. LALITA MATTA, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. STEVEN MCCUE ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. WILLIAM MCGRAIL ESQ. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JOHN J. MCGLONE DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC DIANE MCKEE, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JEAN MCMURRAY DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. SERGIO MELGAR TREASURER, DIRECTOR, COMMUNITY HEALTHLINK, INC. TREASURER, CNEHA, INC. TREASURER, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. TREASURER, COORDINATED PRIMARY CARE, INC. TREASURER, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. TREASURER, UMM HEALTH VENTURES, INC. TREASURER, MARLBOROUGH HOSPITAL TREASURER, UMM MEDICAL CENTER, INC. TREASURER, UMM REALTY, INC. TREASURER, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. TREASURER, UMM HARRINGTON HOSPITAL INC. TREASURER, UMM HARRINGTON, INC. TREASURER, HARRINGTON PHYSICIAN SERVICES, INC. RENEE MIKITARIAN-BRADLEY PRESIDENT, DIRECTOR, UMM REALTY, INC. ANN K. MOLLOY VICE-CHAIRPERSON, DIRECTOR, MARLBOROUGH HOSPITAL EDWARD MOORE PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. PRESIDENT, SECRETARY HARRINGTON PHYSICIAN SERVICES, INC. PRESIDENT, DIRECTOR, UMM HARRINGTON, INC DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. ROBERT MUENZBERG JR DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC MICHAEL D. MURPHY CHAIRPERSON, MARLBOROUGH HOSPITAL DIRECTOR, UMM COMMUNITY HOSPITALS, INC. UMM MEDICAL CENTER, INC. (ex officio without vote) JIM NOTARO DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. MICHAEL F.O'BRIEN DIRECTOR, UMM MEDICAL CENTER, INC.
Part VII Section A Various board titles - Part 2 of 3 MARK PALMERINO DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC BHALCHANDRA PARULKAR, MD DIRECTOR, MARLBOROUGH HOSPITAL ROBERT J. PAULHUS JR. CHAIRPERSON, DIRECTOR, CNEHA, INC. CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. UMM MEDICAL CENTER, INC. (ex officio without vote) RAYMOND PAWLICKI DIRECTOR, UMM MEDICAL CENTER, INC. GINA PLATA-NINO DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. FRANK POWERS, MD DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL KEITH REARDON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. KEVIN REED DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JENNIFER REIDY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. GERARD P. RICHER DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, MARLBOROUGH HOSPITAL MICHAEL RIVARD DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SARAI RIVERA DIRECTOR UMM HARRINGTON HOSPITAL INC. DIRECTOR UMM HARRINGTON, INC. STEVEN ROACH PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL PRESIDENT, DIRECTOR, CNEHA, INC. PRESIDENT, DIRECTOR, COORDINATED PRIMARY CARE, INC. PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM HEALTH VENTURES, INC. UMM COMMUNITY HOSPITALS, INC. (ex officio without vote) KIMBERLY ROBINSON, MD DIRECTOR, MARLBOROUGH HOSPITAL MAX ROSEN, MD DIRECTOR, UMM MEDICAL GROUP, INC. MELISSA ROSSI ASSISTANT SECRETARY, UMM HARRINGTON HOSPITAL INC. ASSISTANT SECRETARY, UMM HARRINGTON, INC KIMBERLY SALMON DIRECTOR, UMM MEDICAL GROUP, INC. SHLOMIT SCHAAL, MD PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC. VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL JOHN SHEA, ESQ. CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. UMM MEDICAL CENTER, INC. (ex officio without vote) JEANNE SHIRSHAC TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
Part VII Section A Various board titles - Part 3 of 3 RICHARD SIEGRIST CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC FRANCIS W. SMITH SECRETARY, CNEHA,INC SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SECRETARY, UMM MEDICAL GROUP, INC. SECRETARY, UMM REALTY, INC. SECRETARY, UMM BEHAVIORAL HEALTH SYSTEM, INC. CLERK, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CLERK, COMMUNITY HEALTHLINK, INC. CLERK, UMM HEALTH VENTURES, INC. NATALIE STANLEY, DMD DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC CELESTE STRAIGHT, MD DIRECTOR, UMM MEDICAL GROUP, INC. MICHELE STREETER TREASURER UNTIL 9/2022 , UMM MEDICAL GROUP, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. THOMAS SULLIVAN TREASURER UNTIL 9/2022, HARRINGTON PHYSICIAN SERVICES, INC. TREASURER UNTIL 9/2022, UMMH - HARRINGTON HOSPTIAL, INC. TREASURER UNTIL 9/2022, UMMH - HARRINGTON, INC. FRANCIS SWEENEY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ROSEMARY THOMSEN DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM MEDICAL CENTER, INC. STEPHEN E. TOSI, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MATTHEW J. TRAINOR, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JOHN TUMOLO, MD DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC DEBRA TWEHOUS, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. GERALDINE VAUGHAN, MD TREASURER, UMM MEDICAL GROUP, INC. JAMES WADDICK CHAIRPERSON, DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC DAVID WALTON DIRECTOR UNTIL 9/2022, MARLBOROUGH HOSPITAL JACK WILSON, PHD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. KIMBERLY YONKERS, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR UNTIL 9/2022, UMM MEDICAL GROUP, INC. VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. VALERIE ZOLEZZI-WYNDHAM DIRECTOR, UMM MEDICAL GROUP, INC.
Form 990, Part VI, Line 15a CEO/Executive Director paid by related organization Eric W. Dickson, MD is President and CEO of UMass Memorial Health Care, Inc. and Affiliates, which includes all entities in this Group 990. As top management official, he is paid by UMass Memorial Health Care, Inc. (Parent), a related organization.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 21014044
Software Version: 2021v4.2
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
UMass Memorial Health Care Inc Affiliates
 
Employer identification number

91-2155626
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) Quinsigamond Realty LLC
306 BELMONT ST
Worcester,MA01604
38-4005487 		Real Estate MA 2,879,323 26,996,207 UMass Memorial Health Ventures 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?
Yes No
(1)UMass Memorial Health Care Inc (Parent)
306 Belmont Street

Worcester,MA01604
04-3358566 		Management of Healthcare System MA 501(c)(3) Type III-FI na
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
Yes No Yes No
(1) Umass Memorial MRI of Marlborough LLC

157 Union Street
Marlborough,MA01752
20-2293995 		Magnetic resonance imaging MA Marlborough Hospital
  		Related 412,474 373,420   No 0   No 60 %
(2) Umass Memorial HealthAlliance MRI Center LLC

60 Hospital Road
Leominster,MA01453
04-3561571 		Magnetic resonance imaging MA NA
  		Related 683,737 994,726   No 0   No 60 %
(3) SHIELDS SPECIALTY PHARMACY HOLDINGS LLC

100 TECHNOLOGY CENTER DR
STOUGHTON,MA02072
47-1510709 		PHARMACY HOLDING COMPANY MA UMass Memorial Health Ventures Inc
  		Related -1,684,824 -28,187,924   No -33,243   No 55.59 %








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?
Yes No
(1) Memorial Office Condomium Trust

306 Belmont Street
Worcester
Worcester,MA01604
04-6616900 		Condominium association MA UMass Memorial Realty Inc
  		Trust 157,521 266,556 61.09 % Yes  












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
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) Umass Memorial HealthAlliance MRI Center LLC

 F 645,000 Fair value
(2) Umass Memorial MRI of Marlborough LLC

 F 375,000 Fair value
(3) Memorial Office Condomium Trust

 K 157,307 Fair value



Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


Software ID: 21014044
Software Version: 2021v4.2