TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) ANDREW KARSON MD...................................................................... PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC.	40.0 ................. 5.0	X	X	1,047,779	0	174,130
(2) ANN K MOLLOY...................................................................... VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL	1.0 ................. 0	X	X	0	0	0
(3) CHARLES CAVAGNARO MD...................................................................... INTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS	40.0 ................. 0	X	X	563,109	0	19,097
(4) DOUGLAS S BROWN...................................................................... SECRETARY UNTIL 9/2024, UMM MEDICAL CENTER, INC., OFFICER & DIRECTOR VARIOUS	5.0 ................. 40.0	X	X	0	1,472,173	242,010
(5) EDWARD MOORE...................................................................... PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS	40.0 ................. 5.0	X	X	842,348	0	54,292
(6) ELVIRA GUARDIOLA...................................................................... VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 ................. 1.0	X	X	0	0	0
(7) ERIC W DICKSON MD...................................................................... PRESIDENT & CEO, UMMHC, INC. & AFFILIATES, DIRECTOR VARIOUS	5.0 ................. 40.0	X	X	0	3,438,759	476,577
(8) GERALDINE VAUGHAN...................................................................... TREASURER, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS	40.0 ................. 5.0	X	X	583,785	0	70,709
(9) GORDON BENSON...................................................................... PRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VARIOUS	40.0 ................. 5.0	X	X	178,072	0	35,843
(10) HAROLD R LEMIEUX...................................................................... PRESIDENT, DIRECTOR, UMM REALTY, INC.	40.0 ................. 0	X	X	367,585	0	47,840
(11) JAMES WADDICK...................................................................... CHAIRPERSON, DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR VARIOUS	1.0 ................. 0	X	X	0	0	0
(12) JODY ANDERSON...................................................................... PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	40.0 ................. 0	X	X	162,919	0	1,258
(13) JOHN GREENWOOD...................................................................... PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	40.0 ................. 5.0	X	X	625,236	0	131,677
(14) JOHN SHEA ESQ...................................................................... CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS	1.0 ................. 0	X	X	0	0	0
(15) LYNDA M YOUNG MD...................................................................... CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0 ................. 1.0	X	X	0	0	0
(16) MICHAEL MAHAN...................................................................... CHAIRPERSON, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC., DIRECTOR VARIOUS	1.0 ................. 0	X	X	0	0	0
(17) PAUL KANGAS...................................................................... CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC.	1.0 ................. 0	X	X	0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) ROBERT J PAULHUS JR........................................................................ CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR VARIOUS	1.0 .......................0	X	X				0	0	0
(19) SERGIO MELGAR........................................................................ EVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER/DIR VARIOUS	5.0 .......................40.0	X	X				0	1,815,312	90,645
(20) STEVEN ROACH........................................................................ PRESIDENT, DIRECTOR UNTIL 9/2024., CNEHA, INC. & MARLBOROUGH HOSP., OFF. & DIR. VARIOUS	40.0 .......................5.0	X	X				865,155	0	130,313
(21) MICHAEL D MURPHY........................................................................ CHAIRPERSON, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS	1.0 .......................0	X		X			0	0	0
(22) ALAN P BROWN MD........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS	20.0 .......................0	X					164,355	0	45,979
(23) AMY GRASSETTE........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC.	1.0 .......................0	X					0	0	0
(24) ANTHONY J DETARANDO........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(25) BARBARA KUPFER........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0 .......................0	X					0	0	0
(26) BETH K MAZYCK MD........................................................................ DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSP. , INC., DIRECTOR VARIOUS	40.0 .......................0	X					273,644	0	56,480
(27) BRIAN BOUVIER........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(28) CHERYL LAPRIORE........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC.	1.0 .......................0	X					0	0	0
(29) CHRISTOPHER HENDRY........................................................................ DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(30) CHRISTOPHER MARSHALL MD........................................................................ DIRECTOR, UMM MEDICAL GROUP, INC.	40.0 .......................0	X					603,226	0	65,468
(31) DAVID L BENNETT........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC., Director various	1.0 .......................1.0	X					0	0	0
(32) DEBORAH BOYD........................................................................ VICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(33) DEBRA TWEHOUS........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	40.0 .......................0	X					251,494	0	56,140
(34) DIANE MCKEE MD........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	1.0 .......................0	X					0	0	0
(35) DONATA MARTIN........................................................................ DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(36) ELLEN DORIAN........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(37) EVAN BENJAMIN MD........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(38) FRANCESCO AIELLO MD........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	28.0 .......................0	X					467,566	0	91,077
(39) FRANCIS SWEENEY........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0 .......................0	X					0	0	0
(40) FRANK POWERS MD........................................................................ DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC	1.0 .......................0	X					0	0	0
(41) FREDERICK G CROCKER........................................................................ DIRECTOR, UMM HEALTH VENTURES, INC.	1.0 .......................0	X					0	0	0
(42) GORDON LEWIS........................................................................ DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	1.0 .......................0	X					0	0	0
(43) GREGORY MIRHEI........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC.	1.0 .......................0	X					0	0	0
(44) JACK WILSON........................................................................ DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	1.0 .......................0	X					0	0	0
(45) JAMES FAUST MD........................................................................ DIRECTOR UNTIL 9/2024, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(46) JAMES LEARY........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS	5.0 .......................40.0	X					0	383,436	89,541
(47) JEAN KING PHD........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(48) JEAN MCMURRAY........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOUS	1.0 .......................1.0	X					0	0	0
(49) JEFF THOMPSON........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(50) JENNIFER REIDY MD........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	40.0 .......................0	X					234,184	0	54,837
(51) JOAHD TOURE........................................................................ DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	40.0 .......................5.0	X					498,841	0	19,538
(52) JOANNE JOHNSON........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC.,	1.0 .......................0	X					0	0	0
(53) JOHN FERNANDES........................................................................ DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	1.0 .......................0	X					0	0	0
(54) JOHN GOBRON........................................................................ DIRECTOR UNTIL 9/2024, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(55) JOHN M MCGLONE........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(56) JOHN TOUSSAINT MD........................................................................ PRESIDENT, DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(57) JORDAN EISENSTOCK MD........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0 .......................0	X					5,052	0	443
(58) JOSE DINGUI........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(59) JOSEPH G LEANDRES........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(60) JOSEPH TENNYSON........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	40.0 .......................0	X					353,316	0	73,840
(61) JOSEPHINE FOWLER MD........................................................................ DIRECTOR, UMM MEDICAL GROUP, INC.	40.0 .......................0	X					258,819	0	44,831
(62) KARYN POLITO........................................................................ DIRECTOR, UMM HEALTH VENTURES, INC.	1.0 .......................0	X					0	0	0
(63) KATHLEEN CHARETTE........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(64) KATHRYN CORREIA........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(65) KEITH REARDON........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	1.0 .......................0	X					0	0	0
(66) KEN SNYDER........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(67) KEVIN MCNAMARA........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(68) KEVIN SCHULMAN........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(69) KIMBERLY GAIL WATSON EBB MD........................................................................ DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS	40.0 .......................0	X					478,054	0	58,987
(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........................................................................ DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	20.0 .......................0	X					323,720	0	60,276
(73) KIMIYOSHI KOBAYASHI MD........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	40.0 .......................0	X					599,395	0	102,635
(74) LALITA MATTA MD........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0 .......................0	X					47,536	0	0
(75) LESLIE BOVENZI........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0 .......................1.0	X					0	0	0
(76) LISA COLOMBO........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(77) LUCY XENOPHON........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(78) LUIS J MASEDA........................................................................ DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(79) LUIZ THOMAZ........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(80) MARK HALLETT........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(81) MARK PALMERINO........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(82) MATTHEW TRAINOR MD........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	40.0 .......................0	X					390,010	0	61,439
(83) MATTHEW ZANGHI MD........................................................................ DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	40.0 .......................0	X					206,987	0	47,709
(84) MAX ROSEN MD........................................................................ DIRECTOR, UMM MEDICAL GROUP, INC.	25.0 .......................0	X					526,901	0	34,167
(85) MICHAEL COLLINS MD........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(86) MICHAEL ENGEL........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOUS	1.0 .......................1.0	X					0	0	0
(87) MICHAEL F O'BRIEN........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(88) MICHAEL W AMES........................................................................ DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(89) MICHELLE L O'ROURKE DNPRN CCRN........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS	40.0 .......................0	X					342,807	0	56,433
(90) MITCHELL SOKOLOFF MD........................................................................ DIRECTOR, UMM MEDICAL GROUP, INC.	1.0 .......................0	X					790,352	0	76,905
(91) NANCY KANE........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(92) NAOMI SLEEPER........................................................................ DIRECTOR, UMM HEALTH VENTURES, INC.	1.0 .......................0	X					0	0	0
(93) NATALIE SNYDER DMD........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(94) NATALIE STANLEY DMD........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(95) PETER MIOTTO MD........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(96) PETER WARD........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(97) PHILIP E PURCELL........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(98) RACHEL LOPEZ........................................................................ DIRECTOR UNTIL 9/2024, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(99) RANDALL V BECKER........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(100) RAYMOND PAWLICKI........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(101) RICHARD K BENNETT........................................................................ DIRECTOR UNTIL 9/2024, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(102) RICHARD SIEGRIST........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC	1.0 .......................1.0	X					0	0	0
(103) ROBERT BABINEAU JR MD........................................................................ DIRECTOR UNTIL 9/2024, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	40.0 .......................0	X					132,804	0	15,956
(104) ROBERT FISHMAN DO FACP........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0 .......................0	X					0	0	0
(105) ROSEMARY THOMSEN........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0 .......................1.0	X					0	0	0
(106) SARAI RIVERA........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(107) SEAN ROSE........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(108) STEVE SHORTELL........................................................................ DIRECTOR, CATALYSIS, INC.	1.0 .......................0	X					0	0	0
(109) STEVEN KERRIGAN........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	1.0 .......................0	X					0	0	0
(110) SUSAN MAILMAN........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC.	1.0 .......................1.0	X					0	0	0
(111) TAMMY GRAVEL........................................................................ DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(112) TERENCE FLOTTE MD........................................................................ DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	1.0 .......................1.0	X					0	0	0
(113) THERESE MASTRODOMENICO........................................................................ DIRECTOR, UMM HEALTH VENTURES, INC.	40.0 .......................5.0	X					618,371	0	126,610
(114) THOMAS JOHNSON MD........................................................................ DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	1.0 .......................0	X					0	0	0
(115) VALERIE ZOLEZZI-WYNDHAM........................................................................ DIRECTOR, UMM MEDICAL GROUP, INC.	1.0 .......................0	X					0	0	0
(116) VIBHA SHARMA MD........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	40.0 .......................0	X					157,683	0	40,677
(117) WILLIAM FISCHER........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL	1.0 .......................0	X					0	0	0
(118) WILLIAM MCGRAIL ESQ........................................................................ DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	1.0 .......................0	X					0	0	0
(119) CELESTE STRAIGHT........................................................................ CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC.	40.0 .......................0		X				326,746	0	125,966
(120) DIANE FRONCKIEWICZ........................................................................ SECRETARY, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	40.0 .......................0		X				179,815	0	37,623
(121) FRANCIS W SMITH........................................................................ SECRETARY, UMM MEDICAL GROUP, INC., OFFICER VARIOUS	5.0 .......................40.0		X				0	358,638	72,283
(122) JEANNE SHIRSHAC........................................................................ TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	5.0 .......................40.0		X				0	418,135	84,057
(123) JOHN GLASSBURN........................................................................ SECRETARY, UMM COMMUNITY HOSPITALS, INC., OFFICER VARIOUS	5.0 .......................40.0		X				0	257,796	53,468
(124) JUSTIN PRECOURT........................................................................ SVP, PATIENT CARE SVCS & CNO	40.0 .......................5.0		X				860,914	0	119,767
(125) MAUREEN CROTEAU........................................................................ ASSISTANT SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS	40.0 .......................0		X				84,798	0	0
(126) MELLISA ROSSI........................................................................ ASSISTANT SECRETARY, UMM HARRINGTON HOSPITAL INC. OFFICER VARIOUS	1.0 .......................0		X				0	0	0
(127) SARA K MANGANELLI........................................................................ ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL	40.0 .......................0		X				23,336	0	426
(128) STEVEN MCCUE........................................................................ ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	40.0 .......................0		X				437,048	0	62,955
(129) TAMMY HANEY........................................................................ ASSISTANT CLERK UNTIL 9/2024, COMMUNITY HEALTHLINK, INC.	1.0 .......................0		X				0	0	0
(130) ALICE A SHAKMAN........................................................................ SVP, CLINICAL SVCS	40.0 .......................5.0			X			459,222	0	80,633
(131) BRIAN HUGGINS........................................................................ SVP FINANCE/CORPORATE CONTROLLER	5.0 .......................40.0			X			0	494,716	67,650
(132) CATHERINE ROSSI........................................................................ SVP HEALTH SYSTEM CONTRACTING	5.0 .......................40.0			X			0	523,448	98,338
(133) DIANNA J CAFFARENA........................................................................ SVP, AMBULATORY SVCS	40.0 .......................5.0			X			531,746	0	66,666
(134) ERIC J ALPER MD........................................................................ SVP CQO & CHF INFORMATICS OFF	5.0 .......................40.0			X			0	805,013	149,151
(135) JOHN T RANDOLPH........................................................................ VP, CHIEF CORPORATE COMPLIANCE	5.0 .......................40.0			X			0	407,405	71,531
(136) KATHLEEN DRISCOLL........................................................................ SVP, CHIEF PHILANTHROPHY OFC	5.0 .......................40.0			X			0	636,426	55,147
(137) ROBIN L SODANO........................................................................ SVP, INFORMATION SYSTEMS	5.0 .......................40.0			X			0	748,860	116,054
(138) TOD WIESMAN........................................................................ SVP CHIEF HR OFFICER	5.0 .......................40.0			X			0	677,305	109,160
(139) VICTORIA MCCANDLESS........................................................................ VP SYS CEO COMM OFC/ASSOC COS	5.0 .......................40.0			X			0	425,278	49,430
(140) ARNO S SUNGARIAN........................................................................ PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	40.0 .......................0				X		1,331,291	0	130,757
(141) DEMETRIUS LITWIN MD........................................................................ PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	28.0 .......................0				X		933,321	0	145,813
(142) JENNIFER WALKER........................................................................ DIVISION CHIEF	40.0 .......................0				X		932,931	0	54,360
(143) KATHARINE BOLLAND ESHGHI........................................................................ SVP GENERAL COUNSEL-PGL	5.0 .......................40.0				X		0	871,851	147,111
(144) MUSTAFA AKYUREK MD........................................................................ PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP	40.0 .......................0				X		880,156	0	84,167
(145) BART METZGER........................................................................ FORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022	0 .......................0.0					X	0	391,038	28
(146) JACK W BAILEY........................................................................ SVP, CLINICAL SVCS UNTIL 9/2023	0.0 .......................0					X	536,732	0	42,933
(147) JAMES P CYR........................................................................ FORMER KEY EMPLOYEE UNTIL FY2024	0.0 .......................0					X	613,041	0	70,451
(148) JOHN BRONHARD........................................................................ FORMER OFFICER UNTIL 10/1/18	0.0 .......................0					X	433,133	0	42,420
(149) JOHN R SALZBERG........................................................................ FORMER SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/2023	0 .......................0.0					X	0	468,686	79,944
(150) KIMBERLY EISENSTOCK MD........................................................................ DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2023	0.0 .......................0					X	347,385	0	65,329
(151) LATAMARA LUNDI........................................................................ PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023	0 .......................0.0					X	0	495,409	47,375
(152) MARK JOHNSON MD........................................................................ FORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC.	0.0 .......................0					X	1,035,521	0	54,020
(153) MICHAEL GUSTAFSON MD........................................................................ FORMER PRESIDENT, UMM MEDICAL CENTER, INC. UNTIL 9/2023, DIRECTOR VARIOUS	0.0 .......................0					X	2,606,895	0	197,211
(154) RICARDO A BELLO........................................................................ FORMER DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC.	0.0 .......................0					X	363,043	0	29,553
(155) SHLOMIT SCHAAL MD........................................................................ PRESIDENT, DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC.	0.0 .......................0					X	161,255	0	17,775
(156) STEPHEN TOSI........................................................................ DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	0.0 .......................0					X	617,721	0	53,521
(157) WILLIAM CORBETT MD........................................................................ Director Until 9/2023, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	0.0 .......................0					X	595,409	0	60,947
(158) XIMENA M CASTRO MD........................................................................ FORMER DIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	0.0 .......................0					X	371,518	0	15,538

(A) Name and business address	(B) Description of services	(C) Compensation
VAYA WORKFORCE SOLUTIONS LLC 5930 Cornerstone Court West Suite 300 San Diego,CA92121	Staffing Services	102,349,144
SODEXO INC AFFILIATES PO BOX 360170 Pittsburgh,PA15251	Food Management Services	13,147,835
CROTHALL HLTHCARE INC 13028 COLLECTION CENTER DRIVE Chicago,IL60693	Clinical Engineering Services	8,016,406
VPNE PARKING SOLUTIONS LLC 350 Lincoln Street Suite 1111 Hingham,MA02043	Parking & Transportation Services	4,982,332
LAWRENCE ANESTHESIA SEVICES PO Box 637443 Cincinnati,OH452637443	Anesthesia Services	4,301,557
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 191

- TIN:

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

2023

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.)

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

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

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

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

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

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

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

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

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

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

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

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

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

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

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

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

Enter the number of supported organizations ............................... 7

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)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) UMass Memorial Medical Center Inc	043358564	3	Yes		303,564,181	0
(B) Marlborough Hospital	042104693	3	Yes		10,928,245	0
(C) Umass Memorial HealthAlliance-Clinton Hospital Inc	042103555	3	Yes		34,385,347	0
(D) COORDINATED PRIMARY CARE INC	043210002	9		No	0	0
(E) HEALTHALLIANCE HOME HEALTH AND HOSPICE INC	042932308	9		No	6,878	0
(F) UMASS MEMORIAL HEALTH - HARRINGTON HOSPITAL INC	042103577	3	Yes		21,926,248	0
(G) HARRINGTON PHYSICIAN SERVICES INC	134366504	9		No	153,911	0
Total 7					370,964,810	0

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

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	31,537,894	28,561,356	30,800,721	30,721,598	26,341,295	147,962,864
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	31,537,894	28,561,356	30,800,721	30,721,598	26,341,295	147,962,864
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.						147,962,864

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	31,537,894	28,561,356	30,800,721	30,721,598	26,341,295	147,962,864
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	2,306,997	2,233,425	1,902,345	2,024,880	2,730,550	11,198,197
9	Net income from unrelated business activities, whether or not the business is regularly carried on..	0	14,042	0	0	0	14,042
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	139,725	139,223	131,569	178,732	207,424	796,673
11	Total support. Add lines 7 through 10						159,971,776

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

688,789,005

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

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

92.49 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

92.73 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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

Schedule A (Form 990) 2023

Page 3

Part III

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	2,436	1,825	279,198	279,198	730,140	1,292,797
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	610,839,217	639,265,528	697,165,238	707,298,985	825,875,638	3,480,444,606
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	610,841,653	639,267,353	697,444,436	707,578,183	826,605,778	3,481,737,403
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	15,540	5,205	4,265	3,975	0	28,985
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..	15,540	5,205	4,265	3,975	0	28,985
8	Public support. (Subtract line 7c from line 6.)						3,481,708,418

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...	610,841,653	639,267,353	697,444,436	707,578,183	826,605,778	3,481,737,403
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	1,781,104	3,672,074	2,428,249	2,428,704	2,107,486	12,417,617
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.						0
c	Add lines 10a and 10b.	1,781,104	3,672,074	2,428,249	2,428,704	2,107,486	12,417,617
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.	137	1,825	4,140	0		6,102
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.)..	612,622,894	642,941,252	699,876,825	710,006,887	828,713,264	3,494,161,122

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

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

99.64 %

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

99.62 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

0 %

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

0 %

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990) 2023

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

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

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

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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

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

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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

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

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer 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).

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

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

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

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

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).

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

Did one or more disqualified persons (as defined 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.

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.

10a

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

10a

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

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

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

Section B. Type I Supporting Organizations

Yes

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.

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

Section C. Type II Supporting Organizations

Yes

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

Section D. All Type III Supporting Organizations

Yes

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

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

By reason of the relationship described in 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.

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

Activities Test. Answer lines 2a and 2b below.

Yes

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

Did the activities described 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

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

Schedule A (Form 990) 2023

Page 6

Part V

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

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

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

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

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

Schedule A (Form 990) 2023

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 2023 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-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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 ENTITIES, 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 Entities, 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 Entities, 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 Entities, 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 Entities, 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 - 139725.0, COLUMN B - 139223.0, COLUMN C - 131569.0, COLUMN D - 178732.0, COLUMN E - 207424.0, COLUMN F - 796673.0;

Schedule A (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

2023

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

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

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

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

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization UMass Memorial Health Care Inc & Affiliates

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

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) (2023)

Schedule B (Form 990) (2023)

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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990) (2023)

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

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

right arrow

Complete if the organization is described below. 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

2022

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.

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

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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) 2022

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 right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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) 2019	(b) 2020	(c) 2021	(d) 2022	(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) 2022

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

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

222,850

Total. Add lines 1c through 1i ....................................................................................................

222,850

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

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

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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 $116,874 American Hospital Association $61,802 American College of Emergency Physicians $19,009 Association for Behavioral Healthcare Inc. $18,530 National Association of Children's Hospitals $2,851 National ASC ACOS $1,245 Massachusetts Association of Behavorial Health Systems $1,070 340B Health $912 Association of American Medical Colleges $557 Total $222,850

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 $116,874 American Hospital Association $61,802 American College of Emergency Physicians $19,009 Association for Behavioral Healthcare Inc. $18,530 National Association of Children's Hospitals $2,851 National ASC ACOS $1,245 Massachusetts Association of Behavorial Health Systems $1,070 340B Health $912 Association of American Medical Colleges $557 Total $222,850

Schedule C (Form 990) 2022

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

2022

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 ........

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

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

Number of states where property subject to conservation easement is located right arrow

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

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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

Yes No

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

Part III

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

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

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

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

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

Yes No

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

Part V

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

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

1a	Beginning of year balance ....	88,773,918	78,270,398	94,090,527	84,175,288	81,047,795
b	Contributions ...	3,404,681	7,008,434	-1,831,329	-100,242	1,868,081
c	Net investment earnings, gains, and losses	15,332,143	7,292,638	-10,158,083	14,214,695	3,945,683
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	4,285,516	3,797,552	3,830,717	4,199,214	2,686,271
f	Administrative expenses ....
g	End of year balance ......	103,225,226	88,773,918	78,270,398	94,090,527	84,175,288

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

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

52 %

Term endowment right arrow

48 %

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

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

Yes

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

3a(i)

Yes

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

3a(ii)

Yes

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

Yes

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 .....	28,394,787		28,394,787
b	Buildings ....	1,054,483,120	621,186,172	433,296,948
c	Leasehold improvements	50,778,644	26,897,447	23,881,197
d	Equipment ....	228,717,647	12,865,410	215,852,237
e	Other .....	433,494,698	411,768,426	21,726,272
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				723,151,441

Schedule D (Form 990) 2022

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	337,606,790	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.)	337,606,790

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.)

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				1,047,239,596
(2)Cash Value Life Insurance
(3)Beneficial interest in trusts				94,064,640
(4)Estimated settlements with third-party payors				74,197,269
(5)Security Deposits
(6)Operating lease ROU assets				92,274,208
(7)Other assets				6,789,008
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				1,314,564,721

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
Accrued pension and postretirement benefit obligations
Due to UMass Chan Medical School- University of Massachusetts	297,727,741
Due to related parties	1,582,866,352
Other noncurrent liabilities	66,683,777
Estimated settlements with third-party payors	5,104,757
Operating lease ROU obligations	104,193,177



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	2,056,575,804
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) 2022

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, 2024.

Schedule D (Form 990) 2022

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

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 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

2023

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.

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

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

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

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

YesNo

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

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










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

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

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

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

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

		(a) Event #1 Health Alliance Golf Tournament (event type)	(b) Event #2 Marlborough Hospital Golf 2024 (event type)	(c) Other events (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	163,831	91,840		255,671
2	Less: Contributions . . . .	136,771	66,064		202,835
3	Gross income (line 1 minus line 2) . . . . . .	27,060	25,776	0	52,836

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	15,395	12,776	28,171
7	Food and beverages . . .	23,211	15,334	38,545
8	Entertainment . . . .
9	Other direct expenses . . .	14,182	13,659	27,841
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .			94,557
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .			-41,721

Part III

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

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

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

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

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

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

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

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

YesNo

If "No," explain:

10a

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

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

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

YesNo

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

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

YesNo

Indicate the percentage of gaming activity conducted in:

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

13a

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

13b

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

Name

Address

15a

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

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

YesNo

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

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

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

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

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

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

YesNo

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

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

Part IV

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

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2023

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

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

Yes

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

Yes

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

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

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

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

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

Yes

100% 150% 200% Other %

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

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

Yes

200% 250% 300% 350% 400% Other 60000 %

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

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

Yes

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

Yes

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

Yes

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

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

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .			31,069,350	18,996,867	12,072,483	0.29 %
b	Medicaid (from Worksheet 3, column a) . . . . .			756,624,830	612,018,687	144,606,143	3.52 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .			78,049,193	78,049,193	0	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	0	0	865,743,373	709,064,747	156,678,626	3.81 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).			5,491,938	2,977,429	2,514,509	0.06 %
f	Health professions education (from Worksheet 5) . . .			398,448,299	230,868,241	167,580,058	4.08 %
g	Subsidized health services (from Worksheet 6) . . . .			101,429,863	93,644,976	7,784,887	0.19 %
h	Research (from Worksheet 7) .					0	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .			4,790,302	1,203,886	3,586,416	0.09 %
j	Total. Other Benefits . .	0	0	510,160,402	328,694,532	181,465,870	4.42 %
k	Total. Add lines 7d and 7j .	0	0	1,375,903,775	1,037,759,279	338,144,496	8.23 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

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 %
2	Economic development			2,198		2,198	0 %
3	Community support			24,321		24,321	0 %
4	Environmental improvements					0	0 %
5	Leadership development and training for community members					0	0 %
6	Coalition building					0	0 %
7	Community health improvement advocacy					0	0 %
8	Workforce development			163,369		163,369	0 %
9	Other					0	0 %
10	Total	0	0	189,888	0	189,888	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

Yes

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

96,965,000

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. ......

15,504,150

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

Section B. Medicare

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

515,641,541

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

716,496,893

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

-200,855,352

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

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

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

Yes

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

Yes

Part IV

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

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

Schedule H (Form 990) 2023

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?4Name, 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)
1	UMASS MEMORIAL MEDICAL CENTER INC 55 LAKE AVE 119 BELMONT STREET WORCESTER,MA016050002 https://www.ummhealth.org/umass-memorial-medical-center V111	X	X	X	X	X	X
2	UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL INC 60 HOSPITAL ROAD LEOMINSTER,MA01453 https://www.ummhealth.org/healthalliance-clinton-hospital VWPE	X	X		X		X
3	MARLBOROUGH HOSPITAL 157 UNION STREET MARLBOROUGH,MA017521297 https://www.ummhealth.org/marlborough-hospital 2103	X	X		X		X
4	Harrington Memorial Hospital 100 South Street Southbridge,MA015504047 https://www.ummhealth.org/harrington 2143	X	X		X		X

Schedule H (Form 990) 2023

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):

Yes

Community Health Needs Assessment

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

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

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

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 23

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

Yes

6 a

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

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

Yes

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

Yes

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

Hospital facility’s website (list url): https://www.ummhealth.org/umass-memorial-medical-center/about-us/community-benefits-program

Other website (list url): HTTPS://WWW.WORCESTERMA.GOV/BUILDING-A-HEALTHY-COMMUNITY/CHA

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

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

Yes

If "Yes" (list url): https://www.ummhealth.org/umass-memorial-medical-center/about-us/community-benefits-program

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

10b

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

12a

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

12a

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

12b

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

Schedule H (Form 990) 2023

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

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

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

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 600.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

See Part VI

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

See Part VI

A plain language summary of the FAP was widely available on a website (list url):
See Part VI

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

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

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

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

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

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

Other (describe in Section C)

Schedule H (Form 990) 2023

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

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?..................................

Yes

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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

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

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

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

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

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2023

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

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

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

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

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

The hospital facility used a prospective Medicare or Medicaid method

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

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

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):

Yes

Community Health Needs Assessment

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

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

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 23

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..................................

Yes

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

Yes

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

Yes

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

Hospital facility’s website (list url): https://www.ummhealth.org/sites/default/files/2025-02/HAC-HH-CHNA_2024-2026_013125.pdf

Other website (list url): https://chna9.com/

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

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

Yes

If "Yes" (list url): https://www.ummhealth.org/sites/default/files/2025-02/HAC-strategic-implementation-plan-2024-2026.pd

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

10b

12a

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

12a

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

12b

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

Schedule H (Form 990) 2023

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

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

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

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 600.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

See Part VI

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

See Part VI

A plain language summary of the FAP was widely available on a website (list url):
See Part VI

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

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

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

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

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

Other (describe in Section C)

Schedule H (Form 990) 2023

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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

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

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

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

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

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2023

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

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

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

The hospital facility used a prospective Medicare or Medicaid method

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

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):

Yes

Community Health Needs Assessment

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

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

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

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..................................

Yes

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

Yes

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

Yes

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

Hospital facility’s website (list url): https://www.ummhealth.org/about-us/community-benefits-program/marlborough-hospital-community-benefit

Other website (list url):

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

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

Yes

If "Yes" (list url): https://www.ummhealth.org/about-us/community-benefits-program/marlborough-hospital-community-benefit

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

10b

12a

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

12a

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

12b

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

Schedule H (Form 990) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	MARLBOROUGH HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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

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

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 600.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

See Part VI

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

See Part VI

A plain language summary of the FAP was widely available on a website (list url):
See Part VI

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

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

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

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

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

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	MARLBOROUGH HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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

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

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

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

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

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2023

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

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

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

The hospital facility used a prospective Medicare or Medicaid method

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

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):

Yes

Community Health Needs Assessment

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

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

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

Yes

6 a

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

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

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

Yes

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

Hospital facility’s website (list url): https://www.ummhealth.org/harrington/about-us/community-benefits-program/community-benefits-health-a

Other website (list url):

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

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

Yes

If "Yes" (list url): https://www.ummhealth.org/harrington/about-us/community-benefits-program/community-benefits-health-a

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

10b

12a

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

12a

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

12b

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

Schedule H (Form 990) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	Harrington Memorial Hospital
Name of hospital facility or letter of facility reporting group

Yes

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

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

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 600.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

SEE PART VI

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

SEE PART VI

A plain language summary of the FAP was widely available on a website (list url):
SEE PART VI

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

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

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

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

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

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	Harrington Memorial Hospital
Name of hospital facility or letter of facility reporting group

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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

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

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

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

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

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2023

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

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

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

The hospital facility used a prospective Medicare or Medicaid method

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

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. The CHNA was completed in close partnership with local stakeholders, including health and social service providers, advocates, elected and appointed officials, faith leaders, community organizations, Boards and Commissions, and community residents. Facilitating partners led the CHNA with a planning community and advisory committee. UMass Memorial Medical Center joined efforts in the planning committee with the Worcester Division of Public Health (WDPH), Fallon Health, and the Coalition for a Healthy Greater Worcester (CHGW) to ensure the fulfillment of the 2024 CHNA's processes and necessary requirements, as well as its timely completion. The Advisory Committee consisted of a large group of community partners and community stakeholders that provided guidance on the scope of the CHNA, including topics for secondary data collection, priority populations for focus groups, and key stakeholders and community leaders for key informant interviews. During the assessment process, community members were engaged through Institutional Leader interviews, Health Equity Population interviews, Key Informant Interviews, and Focus Groups, 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 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 entities, vulnerable populations (disabled, seniors, etc.), and other organizations and specialized areas. Reference to the 2024 CHNA for more details on methodology and process.
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 Coalition for a Healthy Greater Worcester. Additional engaged stakeholders included: * Office of the City Manager * Office of the Superintendent of WPS * Worcester City Council Public Health Subcommittee * Shrewsbury Youth & Family Services * Greater Worcester Community Foundation * Center for Living & Working * Clark University * Pernet Family Health * Central Massachusetts Housing Alliance * Worcester Community Action Council * Ascentria Care Alliance * African Methodist Episcopal Zion Church * Latino Education Institute * Southeast Asian Coalition
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 community stakeholders at the Coalition for a Healthy Greater Worcester's steering committee meeting on November 7, 2023 to provide a comprehensive portrait of the region and set the foundation for the revised CHIP.
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 (CHNA) in 2024 (2023 Tax Year) and developed its Community Benefits Strategic Implementation Plan (SIP), which aligns with the priority findings of the 2024 CHNA and the 2021-2026 Greater Worcester Community Health Improvement Plan (CHIP, revised in fall 2024 following the development of the updated CHNA to ensure priority alignment). UMMMC has prioritized five of the six CHNA priority areas, excluding Access to Quality, Reliable Broadband due to limited funding. However, UMMMC leaders continue to engage with the City of Worcester on digital equity efforts, including local assessments to inform grant applications, and will remain active partner in this evolving work. The SIP includes strategies to broadly impact the health and well-being of residents in Greater Worcester and Central Massachusetts. These priorities shaped by the 2024 CHNA, the revised CHIP, the hospital anchor mission, and community stakeholders' input, focus on the following areas: * Built Environment - Location, quality, and cultural sensitivity of food access points - Supporting of local and regional food system - buying local * Housing - Affordable, safe housing - Addressing risk of housing insecurity - Transitional housing * Healthcare and Public Systems Navigation - Navigating public benefits - SNAP/HIP/TANF enrollment - Alternative, accessible clinical options for vulnerable populations * Healthcare workforce - Allied Health career pathway and workforce development opportunities * Culturally Responsive Healthcare - Black Maternal and birther health - Culturally proficient/congruent care UMMMC has long been dedicated to addressing the priority areas outlined in the Community Health Needs Assessment (CHNA) and will continue its commitment to these efforts through various programs and initiatives. Below is an updated overview of the strategies and goals for each priority area: CHNA Priority Area 1: Food Access SDOH: Built Environment - Improve food security and access to a just food system Goal: To align community health improvement efforts by utilizing UMMMC's resources, power, and privilege to effectively partner with the community, investing in a just, equitable, sustainable, and coordinated local food system. Objective 1: Improve healthy food security and access in the UMMMC service area. Strategies: * Develop a UMMH system strategy that contributes to a just and equitable regional food system, tailored to the unique needs of each service area, leveraging the UMMH Community Health Equity Team (CHET). * Leverage programs like Food is Medicine to connect patients to fresh, healthy food and contribute to an inclusive food system. * Use social needs screening to invest in platforms and processes that support the coordination of food resources, enhancing access to food-related programs (e.g., SNAP/HIP). * Provide support to local partners through equitable grants and in-kind contributions. Objective 2: Align UMMH resources and investments to drive impact based on community food system priorities. Strategies: * Increase UMMH food purchasing and composting to support local producers and small, disadvantaged businesses. * Support efforts to address food insecurity and nutrition for vulnerable populations through active participation in community coalitions like the Worcester Food Policy Council Steering Committee and Coalition for a Healthy Greater Worcester. * Align Anchor Mission Impact Purchasing and Community Benefits to support local, fresh food systems within the UMMMC service area. * Collaborate on initiatives such as expanding urban agriculture opportunities and improving access to healthy food retailers in underserved areas. CHNA Priority Area 2: Affordable, Safe Housing SDOH: Housing - support effort to address the growing housing crisis affecting diverse communities Goal: Leverage UMMMC and Community Benefits resources to support both internal and community-focused efforts that promote affordable and safe housing. Objective 1: Improve access to safe, affordable housing in the UMMMC service area. Strategies: * Prioritize housing projects in Anchor Mission investment decisions. * Support local and regional initiatives aimed at assisting individuals experiencing housing insecurity through equitable grants. * Engage with the City of Worcester's Housing Department and related strategic housing plans, including the Housing Production Plan and Affordable Housing Trust Fund Strategic Plan. Objective 2: Enhance behavioral, mental, and physical health of individuals with housing needs through coordinated clinical and social care. Strategies: * Continue UMMMC's leadership in the Medical Respite Program in partnership with SMOC. * Provide ongoing technical assistance to grantees through the North Pavilion DoN/CHI grant administration, focusing on leadership coaching and organizational development, and community of practice. CHNA Priority Area 3: Healthcare and Public Systems Navigation SDOH: Healthcare Access - Improve health equity and literacy for vulnerable populations Goal: Develop and sustain community/clinical linkages with stakeholders to address health disparities, including navigating healthcare systems and accessing public benefits. Objective 1: Deliver neighborhood-based medical and preventive dental mobile services at 11 sites and 28 schools to reduce access barriers. Strategies: * Sustain medical and dental services at a minimum of 11 sites and 28 schools through the Care Mobile program. * Provide health education and screenings at community events and coordinate the Oral Health Providers Task Force to ensure dental services for school-aged children. Objective 2: Reduce opioid disorder and substance use-related morbidity and mortality through a mobile addiction unit. Strategies: * Use the Road to Recovery Addiction Van to offer medical and behavioral health services to individuals experiencing homelessness and substance use disorders. Objective 3: Provide insurance enrollment assistance for uninsured/underinsured individuals. Strategies: * UMass Memorial Benefits Advisors will assist with enrollment, education, and advocacy for those in need. Objective 4: Integrate legal services into clinical sites to address underlying social/economic factors affecting vulnerable populations. Strategies: * Continue providing legal support at UMass Memorial clinical sites, integrating services through the Medical Legal Partnership with Community Legal Aid. Objective 5: Implement SDOH screenings in hospital settings to assist in social care coordination. Strategies: * Increase closed-loop referrals through Community Health Workers (CHWs) and enhance integration with platforms like CommunityHELP and GetWell. Objective 6: Collaborate with the City of Worcester to implement summer programs promoting physical activity, learning, and healthy meals for at-risk children. Strategies: * Partner with local agencies to increase access to physical activity and learning opportunities for children in Worcester. Objective 7: Enhance the City of Worcester Public Health Division's capacity to deliver prevention programs and promote equity. Strategies: Support the City's public health infrastructure through collaborative efforts and ongoing participation in the Coalition for a Healthy Greater Worcester. CHNA Priority Area 4: Healthcare Workforce SDOH: Economic Stability and Employment - Improve community economic well-being through accessible workforce opportunities Goal: Develop and sustain efforts that improve career pathways, promote livable wages, and disrupt generational poverty within diverse communities. Objective 1: Support workforce development programs and career pathways. Strategies: * Provide funding and in-kind support for workforce development efforts, including collaboration with the Healthcare Anchor Network and UMass Chan Collaborative for Health Equity. * Engage in community outreach initiatives such as the Patients R Waiting Pipeline Dreams Scholars Program.
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. The collaborative effort which led to the 2024-2026 Community Health Needs Assessment was spearheaded by UMass Memorial Health HealthAlliance-Clinton Hospital and Heywood Healthcare. However, it was made possible through the dedicated contributions and invaluable support of numerous individuals and organizations. Health Equity Partnership of North Central Massachusetts (CHNA9) provided their invaluable contributions and insights throughout the development process. Three Pyramids/The Minority Coalition played a pivotal role in helping to center local voices and diverse perspectives. Health Resources in Action (HRiA) provided guidance around inclusion and analysis of secondary data.
Schedule H, Part V, Section B, Line 6a Facility , 1	Facility , 1 - UMASS MEMORIAL - HEALTHALLIANCE-CLINTON HOSPITAL. The hospital's 2024 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 Health Equity Partnership of North Central Massachusetts (CHNA9), Three Pyramids/The Minority Coalition, and Health Resources in Action (HRiA)
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - UMASS MEMORIAL - HEALTHALLIANCE-CLINTON HOSPITAL. The hospital conducted its most recent Community Health Needs Assessment (CHNA) in 2024 (2023 Tax Year) 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 Council (PFAC) and included input from over 200 community stakeholders. The needs identified in the CHNA are 1) Equitable Access to Care, with a focus on complex and chronic conditions, including: Cancer, Diabetes, Cardiovascular disease and respiratory illness, 2) Behavioral Health; Mental Health and Substance Abuse, and 3) Social Determinants of Health (SDOH), with an emphasis on financial stability, housing, food security and transportation. 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). As HA-C recently completed the CHNA process in September 2024, the following are Community Activities / Strategies, and Determination of Need (DoN) funded projects that addressed the identified health priorities needs from the 2021-2024 CHNA and were implemented during FY 2024. (For consistency, we have categorized the following activities/strategies based on the new priority areas from the most recent CHNA). The DoN funds were dispersed as grants in two different tiers; Tier 1 (T1) one year grants up to $10,000, Tier 2 (T2) one year grants up to $50,000, there were also grants given for prenatal, postnatal and infant services (PPI) up to $20,000: 1) Equitable Access to Care * UMass Memorial Health Diversity, Equity, Inclusion and Belonging (DEIB): At UMass Memorial Health, we embrace diversity in its many dimensions and leverage those differences to achieve our mission and drive outstanding results. UMass Memorial Health believes that advancing diversity, equity and inclusion is essential to achieve our True North goal to become the best place to give care and the best place to get care. UMass Memorial Health is committed to prioritizing, representing, and promoting diversity, equity and inclusion in our planning, processes, and everyday work. * T1 and T2 grant funds went to The City of Fitchburg Health Department to support their North Central Free Medical program. In addition to the funds, the Hospital collaborated with the Fitchburg Health Department to develop the North Central Free Medical Program (NCFMP). This program will establish a free medical program in Fitchburg to provide timely and high-quality healthcare and resource navigation services to uninsured or underinsured individuals. The goal of the NCFMP is to help address the healthcare access gap while serving as an entry point into health insurance, a medical home, and social service supports. The scope of clinical services offered will tentatively include school and work physicals, non-urgent sick visits, immunizations, imaging, and laboratory diagnostics. Resource navigation services will connect patients with health insurance, a primary care provider, and social service programs. The program will be staffed by volunteers including physicians, nurses, and interpreters. NCFMP operates two evenings per month at a local church. * T1 grant funds went to Community Health Connections, Inc to support their Diabetes Patient Group Visits program. In this program, patients observe and engage in activities such as healthy eating demonstrations, cooking exercises, yoga and exercise classes, and workshops to set and track health goals for themselves. * T1 grant funds went to Friends of Sterling Seniors to support their Senior Center Health Care Access project. The goal of this project is to expand their existing program with new sessions for wheelchair seniors and those who have reduced mobility. * T2 grant funds went to Ellie Fund to support their Advancing Health Equity for Breast Cancer Patients in North Central Massachusetts program. This program addresses barriers to vital breast care for racial and ethnic minorities, recent immigrants, non-English speakers, and low-income individuals by facilitating connection to non-medical support services that improve outcomes. They market services directly to patients through media, health fairs, and other partnerships, and maintain a self-referral platform for confidentially requesting services on their website. They also provide additional services to clinical trial participants to boost involvement of underserved patients. These "upstream" efforts build trust in underserved communities, increase uptake of services that improve quality of life and reduce preventable deaths, and improve access to targeted therapies for breast cancer patients of color, expanding diversity in research and promoting equity in developing emerging treatments. 2) Behavioral Health * T1 grant funds went to Robert F. Kennedy Community Alliance to support their Behavioral Health Services to Children Program. The program serves nearly children/adolescents and aims to improve access to behavioral health services by providing in-school and outpatient therapy; reducing barriers to mental health care access; increasing collaboration with school staff to prioritize the mental health of the students. * T1 grant funds went to Fitchburg Housing Authority to support their Green Acres Housekeeping Skills project. Through this project, the Fitchburg Housing Authority will take steps toward preserving the tenancy of families at risk of eviction due to poor housekeeping practices. Participants will learn a basic housekeeping regimen which, when followed, will increase the likelihood the apartment will pass future inspections. Adults will model good housekeeping practices for their children. In addition, there will be a reduction of pest problems in the participant's and neighboring units. They will hire a Board-Certified Behavior Analyst (BCBA) to help create an appropriate curriculum and task analysis to meet their tenants where they are at in skills, motivation, and resources. * T1 grant funds went to Twin City Rail Trail Association to support their Rail Trail project. These funds will go towards a full range of landscaping services to keep the rail trail safe and attractive year-round. The Association engages local contractors and volunteers to provide these services and encourages the trail's use as a healthy/green alternative for commuting to work via the bus/train center in Fitchburg. Many low-income area residents lack an affordable alternative means of exercise, recreation, and enjoyment. To expand its use by these residents, the Association will build on its outreach and continue to promote specific activities through periodic family biking/walking/ running events, art displays, and volunteer clean-ups. Such activities help improve mental and physical health outcomes. * T2 grants fund went to Rise Above Foundation to support their North Central DCF Area Office Playground project. This project is a partnership between Rise Above and DCF to build a playground to strengthen family connections and promote healthy play for children and families served by their North Central Area Office (aka Leominster DCF). 87% of families become involved with DCF due to neglect, and the majority of those are centered around substance abuse and/or significant mental health concerns. Prioritizing family time for children in foster care strengthens parent-child bonds, aids caseworkers in assessing relationships, and supports reunification. Family time can also reduce time in foster care and decrease child behavior problems. Play with parents enhances children's ability to interact with peers, aids in trauma recovery, helps regulate emotions, provides stress relief, and equips them with coping tools for the future. Pretend play is positively linked to coping and emotion regulation.
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 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 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS AND THE DEVELOPMENT OF A COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) TO ADDRESS THE PRIORITY AREAS IDENTIFIED IN THE CHNA. THE PRIORITY AREAS IDENTIFIED ARE: INCREASE AWARENESS OF SUBSTANCE USE DISORDER, MENTAL HEALTH, PROMOTE HEALTHY AGING, INCREASE ACCESS TO HEALTH CARE, PROMOTE HEALTH AND WELLNESS, SPECIFICALLY OBESITY. MARLBOROUGH HOSPITAL ADDRESSED INCREASE ACCESS TO HEALTH CARE THROUGH THE FOLLOWING PROGRAMS AND EFFORTS: ACCESS TO CARE * SUPPORT PROGRAMS AND POLICIES THAT PROMOTE HEALTH EQUITY AND REDUCE HEALTH DISPARITIES. 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 AND ENROLLING 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. SUPPORT PROGRAMS AND POLICIES ADDRESSING THE ECONOMIC, SOCIAL, BEHAVIORAL HEALTH THAT RESULTED FROM THE PANDEMIC ANCHOR MISSION: UMASS MEMORIAL'S ANCHOR MISSION FOCUSES ON FOUR PILLARS: - LOCAL PROCUREMENT: SUPPORT LOCAL BUSINESSES BY BUYING LOCALLY WHENEVER POSSIBLE, WITH A FOCUS ON AREAS OF SOCIAL DISADVANTAGE OR ONGOING INEQUALITY WITHIN OUR COMMUNITY. - WORKFORCE DEVELOPMENT: WORK WITH OTHER WORKFORCE ORGANIZATIONS IN OUR COMMUNITY TO INTENTIONALLY HIRE INDIVIDUALS FROM SOME OF THE MOST DISADVANTAGED AREAS OF OUR COMMUNITY. - INVESTMENT: AS A MEANS OF IMPROVING THE ECONOMIC STATUS, HEALTH AND WELL-BEING OF VULNERABLE, LOW-INCOME POPULATIONS IN TARGETED AREAS. - VOLUNTEERING: OFFER OUR EMPLOYEES VOLUNTEER OPPORTUNITIES WHERE THEY CAN GET INVOLVED AND CONTRIBUTE TO THE MISSION OF OUR ORGANIZATION OUTSIDE OF THEIR TRADITIONAL ROLES. 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 AND 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 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 - HARRINGTON MEMORIAL HOSPITAL. HARRINGTON MEMORIAL HOSPITAL HAS A COMMUNITY BENEFIT IMPLEMENTATION STRATEGY FOCUSING ON COMMUNITY HEALTH IMPROVEMENT AND EDUCATION. HOSPITAL STAFF, LEADERS, AND MEDICAL PROVIDERS WORKED VERY CLOSELY WITH MULTIPLE COMMUNITY ORGANIZATIONS TO EDUCATE AND SCREEN MEMBERS OF THE COMMUNITY. IN ADDITION, WE LEVERAGED 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, AND OBESITY, HEART HEALTH, STROKE AND STOP THE BLEED PREPAREDNESS, NUTRITION/DIABETES. WE PARTICULARLY FOCUS ON DIVERSE POPULATIONS AND SOCIAL DETERMINANTS OF HEALTH AND WORK TO PROVIDE EDUCATION IN ENGLISH AND SPANISH AS AVAILABLE. WE HOPE TO INCREASE PARTICIPATION IN THE CHNA5 (SOUTH COUNTY CONNECTS) IN ORDER TO PROVIDE MORE EDUCATION AND SCREENINGS THROUGHOUT THE REGION IN THE COMING YEAR. OF NOTE, HARRINGTON'S LUNG SCREENING PROGRAM HAS BEEN RECOGNIZED FOR SCREENING MORE THAN 3,000 PATIENTS PER YEAR, RANKING THE PROGRAM AMONG THE TOP IN THE COUNTRY.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - Harrington Memorial Hospital. HARRINGTON MEMORIAL HOSPITAL CONDUCTED ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT IN 2022 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 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 2022 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 2024: 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 650 COMMUNITY MEMBERS RECEIVED EDUCATION ON HEALTHY EATING AND HEALTHY FOOD RESOURCES IN FISCAL 2024. OPIOID AND OVERDOSE 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. EDUCATION ABOUT OVERDOSE AND ACCESS TO BEHAVIORAL HEALTH AND ADDICTION TREATMENT SERVICES PROVIDED TO 593 INDIVIDUALS THROUGH OUREACH EVENTS IN FISCAL 2024. MENTAL HEALTH AND SELF WELLNESS EDUCATION: GENERAL SELF WELLNESS, STRESS MANAGEMENT AND MENTAL HEALTH EDUCATION WAS PROVIDED TO 623 INDIVIDUALS THROUGH COMMUNITY OUTREACH EDUCATION AT EVENTS IN 2024. HANDS ONLY CPR TRAINING, STOP THE BLEED TRAINING AND COMMUNITY EDUCATION SERIES EVENTS: FREE DEMONSTRATIONS AND TRAINING IN HANDS-ONLY CPR AND STOP THE BLEED WERE PROVIDED TO COMMUNITY MEMBERS IN COLLABORATION WITH EDUCATION ABOUT HEART DISEASE AND CARDIAC ARREST. THESE EFFORTS INTEND TO EQUIP COMMUNITY MEMBERS WITH THE BASIC SKILLS TO SAVE LIVES IN AN EMERGENCY SITUATION. COMMUNITY EDUCATION SEMINAR SERIES: FREE COMMUNITY EDUCATION EVENTS WERE ALSO PROVIDED MONTHLY IN FISCAL 2024, IN WHICH A PROVIDER OR EXPERT IN A SPECIFIC HEALTH CARE FIELD PROVIDES A FREE 1 HOUR EDUCATIONAL SEMINAR TO THE PUBLIC. IN FISCAL 2024, WE HOSTED 11 COMMUNITY EDUCATION SERIES EVENTS, ABOUT DIFFERENT TYPES OF DEPRESSION AND TREATMENTS AND HAD AN AVERAGE OF 20 INDIVIDUALS IN ATTENDANCE AT EACH EVENT. 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 593 COMMUNITY MEMBERS WITH THIS SPECIFIC EDUCATIONAL TOPIC IN FISCAL 2024. BRIDGE FRIDGE AND COMMUNITY CLOSET; PROGRAM TO ADDRESS FOOD AND CLOTHING INSECURITIES: OUTDOOR CLOSETS WITH FROZEN, REFRIGERATED AND NON-PERISHABLE FOOD ITEMS, GENTLY USED CLOTHING, SHOES AND OUTERWEAR AS WELL AS NEW FULL-SIZED TOILETRIES, DIAPERS AND PACKAGED UNDERGARMENTS. CLOSETS ARE STOCKED AND OPEN TO THE PUBLIC WHO MAY TAKE ITEMS AS NEEDED AND AS OFTEN AS REQUIRED IN AN UNMONITERED WAY TO ALLOW PRIVACY AND PROMOTE DIGNITY. DURING FISCAL 2024 $12,000 IN FROZEN, REFRIGERATED AND NON-PERISHABLE FOOD ITEMS WERE PURCHASED BY THE COMMUNITY OUTREACH DEPARTMENT AND DISTRIBUTED, IN ADDITION TO NON-PERISHABLE FOOD ITEMS DONATED BY THE COMMUNITY. APPROXIMATELY 8,000 CLOTHING ITEMS WERE STOCKED AND TAKEN FROM THE CLOSETS IN ADDITION TO ITEMS DONATED TO THE CLOSETS DIRECTLY BY COMMUNITY MEMBERS. CANCER SURVIVORS NIGHT HARRINGTON HOSPITAL'S CANCER CENTER PROVIDED A CELEBRATORY AND INFORMATIVE DINNER WITH A PRESENTATION BY GENETIC COUNSELOR, AMANDA NASCIMENTO, TO CELEBRATE CANCER SURVIVORS OF ALL STAGES WITHIN OUR COMMUNITY. IN 2024, OUR CANCER SURVIVOR EVENT WAS HELD IN JUNE AND HOSTED APPROXIMATELY 135 GUESTS, 105 OF WHOM WERE SURVIVORS. PROVIDED ONGOING CANCER SUPPORT TO PATIENTS AND CAREGIVERS AS WELL AS FAMILY MEMBERS IN THE SOUTH-CENTRAL MA AREA. IN 2024, EXTERNAL AND MULTIPLE INTERNAL SUPPORT GROUPS FOR PATIENTS ONLY WERE HELD AND ATTENDED BY APPROXIMATELY 30 INDIVIDUALS. 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 2024, OUR EDUCATORS WERE ABLE TO REACH 80 INDIVIDUALS AND EDUCATE THEM REGARDING SUN DAMAGE. HEALTH SCREENINGS: FREE BLOOD PRESSURE SCREENINGS PROVIDED AT A VARIETY OF COMMUNITY EVENTS THROUGHOUT THE YEAR. IN 2024 OUR EDUCATIONS PROVIDED BLOOD PRESSURE SCREENINGS FOR 352 COMMUNITY MEMBERS AND EDUCATED THEM ON CARDIAC HEALTH AND THE IMPACT OF DIET, EXERCISE AND REGULAR PHYSICAN EXAMS WITH THEIR PRIMARY CARE PROVIDER.
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 (Form 990) 2023

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) 2023

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 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	* T2 grant funds went to Children's Aid and Family Services, an affiliate of Seven Hills to support their Bilingual Childcare Entrepreneur Training program. This program helps immigrant and minority women in Worcester County address the childcare shortage. It engages participants through community partnerships and online platforms, offering sessions in English, Spanish, and Haitian Creole. The program builds a support network of childcare providers, provides business training and grants, and offers licensing support. Expected outcomes include increased childcare options, economic empowerment for women, improved childcare quality, better mental and physical well-being for children, and enhanced community health equity, aligning with UMASS Memorial Health Alliance Clinton Hospital's goals. * T2 grant funds went to United Way of North Central Massachusetts, Inc to support their Youth Mental and Behavioral Health Initiative. The Youth and Mental Behavioral Health Initiative engages with children and adolescents and those who serve them by supporting and equipping 4 effective programs, providing in-depth training experiences for youth workers across the region, and by extending the learning community to a full tier of local agencies through regular convenings. Their collaborative Initiative provides a continuum of mental and behavioral health support for children and families. 3) Social Determinants of Health (SDOH) * 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. * Scholarship for College Education in Health field: HA-C provided two scholarships to local high school graduating seniors living in the service area who are pursuing a college education in a health-related field. * Anchor Mission: HA-C worked 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, workforce development populations in targeted areas. For example, a diverse Workforce Development Committee works with community-based, workforce organizations serving vulnerable populations. The Hospital's President and Sr. Director of External Affairs and Community Impact Coordinator served on several UMass Memorial Health Anchor Mission Task Forces that are working with different community groups on workforce development, neighborhood revitalization/housing, and local investment. * Transportation: To address transportation needs of area birthing people, HA-C implemented a free 24/7/365, curb-to-curb transportation to the Memorial Campus of UMass Memorial Medical Center for birthing people with transportation barriers who are also patients of participating providers in North Central Massachusetts. Visitor transit for maternity patients was also provided. * Hospital Financial Counselor program: Counselors enrolled and educated community members about existing health insurance plans, enrolling 1,842 community members in fiscal year 2024. * North Region Health Equity Partnership Coalition (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 was part of the Governance Committee and Mini-Grant Review Committee. Working in collaboration with Health Equity Partnership as an active steering committee member, staff helped to convene community stakeholders to implement the CHIP, and reviewed grant proposals submitted by not-for-profit community-based organizations that address the priority areas. * 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. * WHEAT Community Cafe: HA-C, in coordination with our food service vendor, provided over 800 community members access to a warm nutritional meal through a feeding program at the WHEAT Community Cafe for populations living in poverty. * Continue to expand the Social Determinant of Health screening tool and CommunityHelp in the HealthAlliance-Clinton Hospital service area. Efforts continue 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. * T1 grant funds went to Just Understand My Potential (J.U.M.P.) to support their Outdoor Recreation Activities in Local Parks program. This is a 10-week afterschool program focused on making an impact on youth by offering them an opportunity to discover a passion for outdoor recreation, a path for youth that are not enrolled in sports or those youth looking for more ways to be active. Discovering a passion for the outdoors will lead to less screen time, more physical activity, and a positive impact on mental health. J.U.M.P. will implement 4 of these 10-week sessions with this grant funding and positively impact 40-50 youth. * T1 grant funds went to Clinton Adult Learning Center to support their Adult English Class program. This program will allow for an additional English as a Second Language class to be held in the evenings for those students currently on their waiting list. Students enrolled in class will receive high quality instruction. This includes the issuance of a textbook/workbook, digital literacy education and college and career planning. Students meet one-on-one with their education and career advisor to determine needs outside the classroom. The program assists students with navigating resources within their communities. Instruction goes beyond the classroom with field trips to community colleges and the local career centers. Students are assessed two times per year to determine skills gained. Once students separate from the program, they continue to receive follow-up communication from their advisor. * T1 grant funds went to Mount Wachusett Community College (MWCC) to support their Summer Child Watch program. This program is expected to provide 442 hours of child watch services during the summer sessions, allowing 10-20 parenting students to take summer courses. In addition, the project will cover a limited amount of summer camp programs at MWCC for the children of parenting students. This will allow for 5-10 children to attend 1-2 weeks of summer camp programs. * T1 grant funds went to 2Gether We Eat, Inc to support their Cultivating Community: Hydroponic Gardens for Leominster Seniors program. This initiative will establish a sustainable hydroponic garden program engaging 10-20 seniors in weekly hands-on gardening sessions and social activities focused on harvesting and sharing produce while also increasing social and community support for older adults. The goal of the project is to reduce social isolation through regular interactive sessions and community-building activities. In line with the objective of increasing access to food assistance and addressing barriers to healthy food, the program will utilize a Nuturponics Hydro-shelf 5 system to grow 225 leafy green plants every six weeks, improving year-round food access and boosting nutrition through fresh produce consumption. * T1 grant funds went to LUK Crisis Center, Inc to support their AmeriCorps Thrive Ambassadors program. This program will address the needs of youth in Central Massachusetts who have experienced one or more traumatic event. Thrive Ambassadors will focus on addressing the social-emotional learning needs of youth who have experienced one or more Adverse Childhood Experience (ACEs).
Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - UMASS MEMORIAL MEDICAL CENTER, INC	https://www.ummhealth.org/patients-visitors/financial-counseling
Schedule H, Part V, Section B, Line 16a Line 16c - UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL	https://www.ummhealth.org/patients-visitors/financial-counseling
Schedule H, Part V, Section B, Line 16a Line 16c - FAP Website - MARLBOROUGH HOSPITAL	https://www.ummhealth.org/patients-visitors/financial-counseling
Schedule H, Part V, Section B, Line 11 cont. 1: UMass Memorial Medical Center	CHNA Priority Area 5: Culturally Responsive Healthcare SDOH: Social and Community Environment - Address racialized health disparities and improve health outcomes for communities of color Goal: Support strategies to create policy, systems, and environmental changes that improve health outcomes in diverse communities. Objective 1: Sustain intervention programs targeting pediatric pulmonary care. Strategies: * Link Pediatric Pulmonology with ED and Pediatrics departments to provide ongoing support and intervention for at-risk children. Objective 2: Improve care for pediatric asthma patients to reduce health disparities. Strategies: * Use EMR to identify pediatric asthma patients and implement care management through CHWs, including home visits and follow-up support. Objective 3: Deliver culturally sensitive care for Latino males with substance use disorders. Strategies: * Provide medical care at the Hector Reyes House, focusing on opiate addiction and chronic disease prevention. Objective 4: Support vulnerable populations, including migrants and refugees, through culturally congruent care. Strategies: * Provide grant administration for relevant projects and support policy advocacy efforts. Objective 5: Support the City of Worcester's efforts to reduce infant mortality and promote maternal/child health equity. Strategies: * Collaborate with the Worcester Division of Public Health on action planning, data analysis, and advocacy efforts. Objective 6: Support the UMMH Doula Program to improve the experience of Black birthing patients. Strategies: * Partner with the OB/GYN Department and other community programs to enhance the Doula Program's reach and impact.
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 CHNA 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 area is 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.
Schedule H, Part V, Section B, Line 11 HealthAlliance Clinton cont	* T2 GRANT FUNDS WENT TO LUK, INC TO SUPPORT THEIR EQUITY & ACCESS PROJECT (LEAP): THE PROGRAM WAS DESIGNED TO INCREASE ACCESS TO QUALITY BEHAVIORAL HEALTH CARE FOR POPULATIONS THAT HAVE BEEN HISTORICALLY UNDERSERVED, MARGINALIZED, AND/OR ADVERSELY AFFECTED BY INEQUALITY. THESE FUNDS ALLOWED LUK TO INCREASE ACCESS TO APPOINTMENTS DURING NONTRADITIONAL TIMES AND PROVIDE SESSIONS IN LANGUAGES OTHER THAN ENGLISH SERVING 145 PEOPLE IN THE COMMUNITY. * T2 GRANT FUNDS WENT TO ST. PAUL CONSORTIUM TO SUPPORT THEIR MENTAL AND BEHAVIORAL HEALTH EQUITY INITIATIVE PROGRAM. THIS PROGRAM PROVIDED MENTAL HEALTH COUNSELING SUPPORT AND CLINICAL OBSERVATION FOR 4 SCHOOLS SERVING STUDENTS IN PREK-12TH GRADE, REACHING 800 STUDENTS. THEY OFFERED COMMUNITY WIDE INFORMATION SESSIONS ABOUT ADOLESCENT MENTAL HEALTH. THEY OFFERED ONE-ON-ONE SUPPORT FOR STUDENTS EXPERIENCING VARYING LEVELS OF MENTAL HEALTH CRISIS. OVER 50 STUDENTS CURRENTLY RECEIVE ONGOING COUNSELING SUPPORT. THE COUNSELORS COMMUNICATED FREQUENTLY WITH THE FAMILIES REGARDING THEIR STUDENT'S MENTAL HEALTH TO HELP INCREASE SUPPORT AT HOME AND REDUCE THE STIGMA. * T2 GRANT FUNDS WENT TO MONTACHUSETT RECOVERY FOUNDATION CORP TO SUPPORT THEIR CONTINUED TRANSPORTATION INITIATIVE PROGRAM. THE PROGRAM PROVIDED TRANSPORTATION TO INDIVIDUALS AFFECTED BY SUBSTANCE USE DISORDER (SUD) BOTH TO AND FROM LOCAL SERVICES AT MONTACHUSETT RECOVERY CENTER (MRC) IN LEOMINSTER AS WELL AS TO TREATMENT AND OTHER PROVIDERS IN THE AREA, REACHING 992 PEOPLE IN THE COMMUNITY. 7) CHRONIC/COMPLEX CONDITIONS AND RISK FACTORS * WHEAT COMMUNITY CAFE: HA-C, IN COORDINATION WITH OUR FOOD SERVICE VENDOR, PROVIDED OVER 750 COMMUNITY MEMBERS ACCESS TO A WARM NUTRITIONAL MEAL THROUGH A FEEDING PROGRAM AT THE WHEAT COMMUNITY CAFE FOR POPULATIONS LIVING IN POVERTY. * DETERMINATION OF NEED FUNDING: HA-C 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 2021 CHNA THROUGH AN RFP 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 $2,354,926 IN COMMUNITY BENEFITS THROUGH THE DETERMINATION OF NEEDS (DON) FUNDING FROM OUR EMERGENCY DEPARTMENT CAPITAL PROJECT. TO DATE, OVER $1.8 MILLION DOLLARS HAS BEEN DISTRIBUTED TO SUPPORT ELIGIBLE COMMUNITY PROJECTS, INCLUDING $526,353 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, AND BEHAVIORAL HEALTH AND SUBSTANCE ABUSE. THE REMAINING $476,570 WILL BE DISTRIBUTED BY END OF FY24 TO PROJECTS THAT ADDRESS THE PRIORITY AREAS RECENTLY IDENTIFIED IN THE 2021-2024 COMMUNITY HEALTH NEEDS ASSESSMENT.
Schedule H, Part VI, Line 2 Harrington Hospital Needs Assessment continued	HARRINGTON MEMORIAL HOSPITAL: DESCRIPTION: IN ADDITION TO THE CHNA, THE PATIENT AND FAMILY ADVISORY COUNCIL, COMPRISED OF MEMBERS OF PATIENTS OR FAMILY MEMBERS OF PATIENTS, IN ADDITION TO REPRESENTATIVES FROM DIFFERENT AGENCIES AND BUSINESSES IN THE AREA, HELP TO IDENTIFY PROGRAMS AND AREAS OF FOCUS NEEDED TO SUPPORT THE COMMUNITY PRIORITIES. THIS GROUP PROVIDES FEEDBACK ON EXISTING CARE AND PROGRAMS NEEDED AND ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITY. IN 2024, UMASS MEMORIAL HEALTH HARRINGTON CONTINUED PROGRESS ON A COMMUNITY OUTREACH PROGRAM RESTRUCTURING TO INCREASE ENGAGEMENT WITH MEMBERS OF EOHHS REGION 2, CHNA 5 (SOUTH COUNTY CONNECTS) AND LOCAL FIRST RESPONDERS TO FURTHER LEARN ABOUT CHALLENGES AND NEEDS IN EACH OF THE MEMBER COMMUNITIES. THE PFAC 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. MEETINGS WITH THE CHNA5 GROUP HAVE BEEN INTERMITTENT, BUT WE HAVE INCREASED ENGAGEMENT WITH THE SENIOR CENTERS, SCHOOLS, EMPLOYERS AND SOCIAL NEEDS GROUPS LIKE 'OPEN SKY 'WELLSTORM INC' TO ESTABLISH A TEAM APPROACH TO THE NEEDS OF THOSE IN THE COMMUNITY. WE HOPE TO CONTINUE INCREASING ENGAGMENT WITH THESE GROUPS AND INCLUDE ACTIVITIES WITH THE WORCESTER COMMUNITY ACTION COUNCIL AND TRI-EPIC OVER THE NEXT YEAR.
Schedule H, Part V, Section B, Line 16a Line 16a - FAP Website - HARRINGTON MEMORIAL HOSPITAL	https://www.ummhealth.org/patients-visitors/financial-counseling
Schedule H, Part V, Section B, Line 16b Line 16b - FAP Website - HARRINGTON MEMORIAL HOSPITAL	https://www.ummhealth.org/patients-visitors/financial-counseling
Schedule H, Part V, Section B, Line 16c Line 16c - FAP Website - HARRINGTON MEMORIAL HOSPITAL	https://www.ummhealth.org/patients-visitors/financial-counseling
Schedule H, Part V, Section B Marlborough Hospital Schedule H, Section B, Lines 4 and 9	Prior to this tax year, Marlborough Hospital reported that it last conducted a Community Health Needs Assessment (CHNA) and adopted an Implementation Strategy (IS) in 2019. At that time, Marlborough Hospital was included in the MetroWest Region (Massachusetts) CHNA. The MetroWest Health Foundation provided financial support and managed the assessment. Due to the COVID-19 pandemic and a decrease in available resources, including reduced staffing, Marlborough Hospital was not involved in the same collaborative CHNA arrangement in 2022. Rather, Marlborough Hospital conducted its own CHNA process, albeit on a delayed timeline due to severe resource constraints. Marlborough Hospital presented the 2022 CHNA and the 2023-2026 Implementation Strategy to its board on June 9, 2023, and the board voted to accept the same. It was discovered during preparation of Marlborough Hospital's 2023 Form 990, Schedule H, that the hospital inadvertently did not post the CHNA report to its website, which was subsequently uploaded prior to the filing. Going forward, to minimize the likelihood of a delay in meeting the three-year CHNA cycle, or inadvertently neglecting to meet any of the section 501(r)(3) requirements, Marlborough Hospital has hired a Vice President, Development, Marketing and Communications, Community Outreach and Volunteer Services charged with oversight of the CHNA process, and is considering engaging a CHNA consultant for the 2025 CHNA cycle.
Schedule H, Part V, Section B, Line 11 cont. 2: UMass Memorial HealthAlliance-Clinton hospital	* T2 grant funds went to North Star Family Services, Inc to support their Bonnie's Place, family homeless shelter. Bonnie's Place offers a trauma-sensitive environment that is safe and home-like in a residential neighborhood for up to five families at a time, with stays averaging six to eight months. Families receive shelter, essentials, and weekly case management support. They are connected to health care services, provided financial literacy and job training, and given access to resources like SNAP benefits, housing vouchers, and community support services. This project will reduce substance abuse rates, improve mental health outcomes, and enhance the overall well-being of individuals in Leominster and Fitchburg. By expanding our services, we expect to see increased engagement in recovery programs, reduced relapse rates, and improved social reintegration for our participants. * T2 grant funds went to Growing Places Garden Project, Inc to support their Local Food Works - Connecting Culture and Local Food program. This program is a collaboration with Growing Places and the Spanish American Center to implement system changes in Growing Places' Local Food Works (LFW) initiative coupled with culturally competent education and awareness to empower NCMA BIPOC community members to infuse a cultural lens in NCMA's food system and increase access to nutrition resources for this population. * T2 grant funds went to Clear Path for Veterans New England, Inc to support their Operation Nourish and Connect: Mobile Food Outreach for Veterans in North Central Massachusetts program. This program is aimed at helping Veterans in many ways, including social programs for at risk veterans facing financial and food insecurity, programs that are aimed at helping veterans with mental and physical trauma. * PPI grant funds went to Spanish American Center to support their Multicultural Perinatal & Family Health Coalition-building Project.* This project is a collaboration between SproutChange, The Spanish American Center, Making Opportunities Count (MOC), as well as several Consultants that have all come together to pool their joint resources as multilingual, multicultural Perinatal & Family Health subject matter experts to form a Coalition-building effort promoting Multicultural Maternal-Child Health in North Central Massachusetts through multilingual and culturally sensitive Client Outreach, Education, Training as well as Doula/Midwife Training and Workforce Development. * PPI grant funds went to Growing Places Garden Project, Inc. to support their Mobile "Stork" Delivery and Service Navigation Program. * This program is a collaboration between Growing Places, Ginny's, and CHNA9 to address the region's health needs in alignment with the NCMA Community Health Improvement Plan, Local Food Works initiative, and United to Feed. They promote shared power and responsibility among representatives with lived and professional experience and place equity and inclusion at the center of all goals/strategies, designing and measuring plans and activities around intentionally eliminating disparities in social determinants of health (SDOH). * * Technical Assistance to support the two PPI grant initiatives was provided * HealthAlliance-Clinton Hospital has also committed to address transportation barriers since the closing of their Maternity Center. Their Plan to Ensure Access to Health Resources calls for hospital supported, around the clock, non-emergency transportation through GoGo, a service that works with Uber, Lyft, and other taxi/livery companies to provide reliable transportation throughout the day and night. Opportunities to utilize this service for other patients, including cancer patients traveling to and from the Fitchburg campus, are being explored. HealthAlliance-Clinton Hospital is also working with the Montachusett Regional Transit Authority to examine how PT1 services could be enhanced 120 to their patient populations through physician office education and training * Food as Medicine In August of 2022, HA-C launched the Rx Food-FARMacy initiative at the Simonds-Sinon Regional Cancer Center and HA-C's Fitchburg Family Practice (Residency Program) in collaboration with Growing Places and its Local Food Works. The pilot initiative's goal was to create better pathways for patients to access food as medicine. o Social Determinant of Health Assessment Tool utilized to identify food insecurity among patients - the Cancer Center and Fitchburg Family Practice conducted 4,546 SDOH screenings in FY24. o Identify Needs of Patients and make appropriate Food as Medicine Referrals- of those screened, 119 patients indicated food insecurities; 100% referred to nutritionist and Growing Places o Fresh Food resources and SNAP/HIP screenings: 35 patients have been enrolled in the GP home delivery program. Growing Places' home delivery program is a partnership with the DTA (Department of Transitional Assistance, who administers SNAP/EBT) and allows individuals to purchase fresh, local produce through two ways: using SNAP and Healthy Incentive Program benefits or paying by debit/credit, delivered straight to their door, or picked up at a local community location. o Fresh food Market Access for Patients: 20 monthly Mobile Markets were held at the Cancer Center and Fitchburg Family Practice with locally grown fresh food between 10/01/2023-09/30/2024. Overall, the work that Growing Places did in FY24 laid important groundwork for the continued development of Food as Medicine into the entire food system. During the fiscal year Growing Places built organizational capacity to support food insecure households using an upstream approach that links local farmers to strategies that build community resiliency through systems change. Food as Medicine continues to be a key strategy in linking health care to the local food system and food equity. This year Growing Places has: - Aggregated from 39 MA farms - Delivered 10,156 bags of local produce with 85% of those purchases made using SNAP/HIP benefits - Moved $683,218 in produce through their food system across all programs - Developed 73 HIP compliant and institutional friendly recipes for local produce to increase access and ease of produce consumption. These pre-prepped and ready-to cook products will enable consumers, including Food as Medicine patients, to more easily prepare meals that support their health CHET/Work around Local Food Security and Access. Align HA-C resources and investment to drive impact based on community food system. Development of UMMH system strategy to contribute to a just and equitable regional food system for all service areas and aligned resources for aligned needs specific to each service area leveraging the UMMH Community Health Equity Team (CHET). Increase the proportion of UMMH food purchasing and composting to support local producers and distributors with a concerted effort toward small and disadvantaged businesses. Support a range of efforts to address food insecurity and healthy nutrition among vulnerable populations through continued active participation as a member of the northern county community coalition.
Schedule H, Part VI, Line 4 HealthAlliance Clinton Hosptial	Health Alliance-Clinton'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 targeted populations 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. Since COVID, we know both regular health conditions as well as SDOH have become more pervasive. Special attention was paid to "communities within communities", health disparities and health equity, as well as housing and homelessness. More specifically, the hospital's 2024 CHNA identified Black, Indigenous, and People of Color, Low-Income Individuals and Families, Older Adults (75+), Veterans, Homeless, Infants, Children, and Adolescents, LGBTQIA+, Birthing People, and Recent Immigrants & Non-English Speakers as priority populations that deserve exclusive consideration. Demographics * The overall population of the service area has grown by 6.4 percent from 2010 to 2022. * The service area median age (43) is 3.2 years higher than the state (39.8). * Approximately 20% of the total population is youth under 18 while approximately 18% is 65 years and older; these numbers are similar to the state at 20% youth under 18 and 17% 65 and older. * The Hispanic/Latino population is higher than the state percentage (12.6%) in Fitchburg (30.6%), Leominster (13.9%), and Clinton (15.7%) Income & Poverty * Gardner has the lowest median income at $56,974 and Fitchburg next at $65,963. * Poverty rates are highest in Fitchburg (13.9%), Gardner (14.8%) * The percentage of People of Color in Poverty (14.9%) is much higher than those who are White (7.2%) * GINI for service area is 0.41 Disability * Clinton (56.5%) and Fitchburg (56.5%) have the highest percentage of population with disabilities ages 75+ * Lunenburg has the highest percentage (22.3%) for ages 65 to 74 * Fitchburg has the highest percentage (16.5%) for ages 35 to 64 * Gardner has the highest percentage (13.0%) for ages 18 to 34 * Sterling has the highest percentage (15.4%) for ages 5 to 17 * Westminster has the highest percentage (9.3%) for those under the age of 5
Schedule H, Part VI, Line 2 HealthAlliance Clinton Hosptial	In addition to the CHNA, HealthAlliance Clinton's Leadership Team played 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 Leadership Team also participated 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.
Schedule H, Part I, Line 7g Subsidized Health Services	NO COSTS ASSOCIATED WITH STAND- ALONE PHYSICIAN CLINCS 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 the Coalition of Healthy Greater Worcester 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, 2024, the System recorded approximately $96,965,000 of implicit price concessions as a direct reduction of patient service revenue that would have previously been recorded as provision for doubtful accounts and $70,668,000 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 cycle has commenced. The rationale for including implicit price concession 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 PS&R CHARGES TIMES OUTPATIENT COST TO CHARGE RATIO. UMASS BELIEVES THERE ARE SEVERAL REASONS WHY MEDICARE THE SHORTFALL SHOULD BE TREATED AS A 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 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 remain 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: SEE PART VI;
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: SEE PART VI;
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: SEE PART VI;
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). Community Benefits 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 Research and Evaluation 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 local Public Health Departments 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 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 * Healthy People 2030 * 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, Division of Youth Opportunities, 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. The health needs identified in the CHNA are a prioritized description of the significant health needs of the community.
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. Patients 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 patients at bedside on inpatient units and patients in the emergency department setting. CACs 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. Patients 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 patients at bedside on inpatient units and patients in the emergency department setting. CACs 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. Patients 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 patients at bedside on inpatient units and patients in the emergency department setting. CACs 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. CACs 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 2024 Community Health Assessment (CHNA) and Greater Worcester Community Health Improvement Plan (CHIP) focuses on the City of Worcester and the outlying towns of the Central Massachusetts Regional Public Health Alliance (CMRPHA), which include Grafton, 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: The Central Massachusetts Regional Public Health Alliance (CMRPHA; the Alliance) is comprised of the Towns of Grafton, Shrewsbury, West Boylston, and the City of Worcester. The CMRPHA municipalities have a total population of 272,384 according to the 2020 Decennial Census and vary largely in size and resident composition. The City of Worcester is the most populous of the Alliance communities with 206,518 residents, which accounts for 76% of the population in the Alliance. The second largest municipality within the Alliance is Shrewsbury with 38,325 residents, followed by Grafton with 19,664 residents. West Boylston is the least populated community with 7,877 residents. Of the Worcester County population of 862,111 residents, 32% residents live within the Alliance. 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 24.6% of the total population. 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 2023 was 2.7%. According to the U.S. Census population estimates, 19.9% of the City of Worcester's total population lives in poverty compared to the state average of 10.4%. Additionally, 23.2% of children under the age of 18 live in households for whom poverty status is determined and 48.3% 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, 2022 1-year American Community Survey Estimates was $61,935, compared to the state median household income of $94,488. Demographics: Worcester is a Federal Resettlement Site, as a result, the City of Worcester's foreign-born population is 24.8%, which is significantly higher than Worcester County's foreign-born population of 13.9% and Massachusetts' population of 18%. The largest populations of immigrants came from The Democratic Republic of the Congo, Haiti, Afghanistan, Ukraine, and El Salvador. According to the 2022 American Community Survey 1-Year Estimate, 40.1% of the population of Worcester speak a language other than English at home compared to 25% at the state level. The Hispanic or Latino population is 24.6% while the white, non-Hispanic or Latino population estimates is 53.3%.
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 has a designated Community Benefits department 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 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. Most recently, we have adopted an Anchor Mission as a strategy to specifically address social determinants of health.
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 Hospital and Harrington Memorial Hospital. 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 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.
Schedule H, Part VI, Line 7 State filing of community benefit report	MA

Schedule H (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

2023

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

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? ........................

Yes No

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	(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	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	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		7,100,000	N/A	N/A	PRIMARY PURPOSE OF THE ACADEMIC INVESTMENT FUNDS IS TO SUPPORT THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL PROGRAMS. - $7,100,000
(4) American Heart Association Inc 7272 Greenville Avenue Dallas,TX75231	13-5613797	501 (c)(3)	25,000	N/A	N/A	4. Support for American Heart Association
(5) Physician Health Services Inc 860 Winter Street Waltham,MA024511411	22-3234975	501 (c)(3)	17,500	N/A	N/A	5. 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.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

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

Cat. No. 50055P

Schedule I (Form 990) 2023

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) EMERGENCY ASSISTANCE SUPPORT FOR EMPLOYEES (EASE). Eligible employees can receive an EASE grant for up to $1,500 to lessen the financial burden caused by an unplanned emergency.	28	41,805
(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. 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. 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.

Schedule I (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

2023

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

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

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

Travel for companions Payments for business use of personal residence

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

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

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

Yes

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? ....

Yes

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

Yes

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

Cat. No. 50053T

Schedule J (Form 990) 2023

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JODY ANDERSON PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	(i) (ii)	147,362 ------------- 0	14,780 ------------- 0	777 ------------- 0	0 ------------- 0	1,258 ------------- 0	164,177 ------------- 0	0 ------------- 0
2GORDON BENSON PRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VARIOUS	(i) (ii)	160,572 ------------- 0	17,500 ------------- 0	0 ------------- 0	3,318 ------------- 0	32,525 ------------- 0	213,915 ------------- 0	0 ------------- 0
3DOUGLAS S BROWN SECRETARY UNTIL 9/2024, UMM MEDICAL CENTER, INC., OFFICER & DIRECTOR VARIOUS	(i) (ii)	0 ------------- 726,529	0 ------------- 716,121	0 ------------- 29,523	0 ------------- 209,882	0 ------------- 32,128	0 ------------- 1,714,183	0 ------------- 0
4CHARLES CAVAGNARO MD INTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS	(i) (ii)	457,065 ------------- 0	101,853 ------------- 0	4,191 ------------- 0	12,004 ------------- 0	7,093 ------------- 0	582,206 ------------- 0	0 ------------- 0
5ERIC W DICKSON MD PRESIDENT & CEO, UMMHC, INC. & AFFILIATES, DIRECTOR VARIOUS	(i) (ii)	0 ------------- 1,562,653	0 ------------- 1,847,395	0 ------------- 28,711	0 ------------- 421,605	0 ------------- 54,972	0 ------------- 3,915,336	0 ------------- 0
6JOHN GREENWOOD PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	383,487 ------------- 0	224,421 ------------- 0	17,328 ------------- 0	97,658 ------------- 0	34,019 ------------- 0	756,913 ------------- 0	0 ------------- 0
7ANDREW KARSON MD PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	611,467 ------------- 0	408,053 ------------- 0	28,259 ------------- 0	126,578 ------------- 0	47,552 ------------- 0	1,221,909 ------------- 0	0 ------------- 0
8HAROLD R LEMIEUX PRESIDENT, DIRECTOR, UMM REALTY, INC.	(i) (ii)	285,603 ------------- 0	77,334 ------------- 0	4,648 ------------- 0	12,161 ------------- 0	35,679 ------------- 0	415,425 ------------- 0	0 ------------- 0
9SERGIO MELGAR EVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER/DIR VARIOUS	(i) (ii)	0 ------------- 964,265	0 ------------- 522,674	0 ------------- 328,373	0 ------------- 52,723	0 ------------- 37,922	0 ------------- 1,905,957	0 ------------- 295,599
10EDWARD MOORE PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS	(i) (ii)	565,014 ------------- 0	185,900 ------------- 0	91,434 ------------- 0	16,694 ------------- 0	37,598 ------------- 0	896,640 ------------- 0	56,481 ------------- 0
11STEVEN ROACH PRESIDENT, DIRECTOR UNTIL 9/2024., CNEHA, INC. & MARLBOROUGH HOSP., OFF. & DIR. VARIOUS	(i) (ii)	529,277 ------------- 0	314,321 ------------- 0	21,557 ------------- 0	100,111 ------------- 0	30,202 ------------- 0	995,468 ------------- 0	0 ------------- 0
12GERALDINE VAUGHAN TREASURER, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS	(i) (ii)	421,804 ------------- 0	140,270 ------------- 0	21,711 ------------- 0	32,526 ------------- 0	38,183 ------------- 0	654,494 ------------- 0	0 ------------- 0
13FRANCESCO AIELLO MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	307,566 ------------- 0	160,000 ------------- 0	0 ------------- 0	16,500 ------------- 0	74,577 ------------- 0	558,643 ------------- 0	0 ------------- 0
14ALAN P BROWN MD DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS	(i) (ii)	155,538 ------------- 0	8,742 ------------- 0	75 ------------- 0	8,690 ------------- 0	37,289 ------------- 0	210,334 ------------- 0	0 ------------- 0
15KIMBERLY GAIL WATSON EBB MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., DIRECTOR VARIOUS	(i) (ii)	318,356 ------------- 0	159,673 ------------- 0	25 ------------- 0	16,500 ------------- 0	42,487 ------------- 0	537,041 ------------- 0	0 ------------- 0
16JOSEPHINE FOWLER MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	230,496 ------------- 0	28,323 ------------- 0	0 ------------- 0	13,168 ------------- 0	31,663 ------------- 0	303,650 ------------- 0	0 ------------- 0
17KIMIYOSHI KOBAYASHI MD DIRECTOR, MARLBOROUGH HOSPITAL	(i) (ii)	397,917 ------------- 0	187,057 ------------- 0	14,421 ------------- 0	52,388 ------------- 0	50,247 ------------- 0	702,030 ------------- 0	0 ------------- 0
18JAMES LEARY DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS	(i) (ii)	0 ------------- 262,962	0 ------------- 108,848	0 ------------- 11,626	0 ------------- 51,015	0 ------------- 38,526	0 ------------- 472,977	0 ------------- 0
19CHRISTOPHER MARSHALL MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	488,892 ------------- 0	114,334 ------------- 0	0 ------------- 0	16,500 ------------- 0	48,968 ------------- 0	668,694 ------------- 0	0 ------------- 0
20THERESE MASTRODOMENICO DIRECTOR, UMM HEALTH VENTURES, INC.	(i) (ii)	365,474 ------------- 0	234,197 ------------- 0	18,700 ------------- 0	93,433 ------------- 0	33,177 ------------- 0	744,981 ------------- 0	0 ------------- 0
21BETH K MAZYCK MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSP. , INC., DIRECTOR VARIOUS	(i) (ii)	232,174 ------------- 0	41,470 ------------- 0	0 ------------- 0	14,106 ------------- 0	42,374 ------------- 0	330,124 ------------- 0	0 ------------- 0
22MICHELLE L O'ROURKE DNPRN CCRN DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS	(i) (ii)	284,189 ------------- 0	58,468 ------------- 0	150 ------------- 0	21,702 ------------- 0	34,731 ------------- 0	399,240 ------------- 0	0 ------------- 0
23JENNIFER REIDY MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	203,365 ------------- 0	30,769 ------------- 0	50 ------------- 0	12,112 ------------- 0	42,725 ------------- 0	289,021 ------------- 0	0 ------------- 0
24MAX ROSEN MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	491,901 ------------- 0	35,000 ------------- 0	0 ------------- 0	16,500 ------------- 0	17,667 ------------- 0	561,068 ------------- 0	0 ------------- 0
25VIBHA SHARMA MD DIRECTOR, MARLBOROUGH HOSPITAL	(i) (ii)	146,065 ------------- 0	11,493 ------------- 0	125 ------------- 0	8,317 ------------- 0	32,360 ------------- 0	198,360 ------------- 0	0 ------------- 0
26MITCHELL SOKOLOFF MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	755,352 ------------- 0	35,000 ------------- 0	0 ------------- 0	16,500 ------------- 0	60,405 ------------- 0	867,257 ------------- 0	0 ------------- 0
27JOSEPH TENNYSON DIRECTOR, MARLBOROUGH HOSPITAL	(i) (ii)	276,037 ------------- 0	77,179 ------------- 0	100 ------------- 0	16,500 ------------- 0	57,340 ------------- 0	427,156 ------------- 0	0 ------------- 0
28JOAHD TOURE DIRECTOR, UMM COMMUNITY HOSPITALS, INC.	(i) (ii)	387,290 ------------- 0	98,696 ------------- 0	12,855 ------------- 0	15,107 ------------- 0	4,431 ------------- 0	518,379 ------------- 0	0 ------------- 0
29MATTHEW TRAINOR MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	357,806 ------------- 0	32,154 ------------- 0	50 ------------- 0	16,500 ------------- 0	44,939 ------------- 0	451,449 ------------- 0	0 ------------- 0
30DEBRA TWEHOUS DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	214,755 ------------- 0	36,739 ------------- 0	0 ------------- 0	13,266 ------------- 0	42,874 ------------- 0	307,634 ------------- 0	0 ------------- 0
31KIMBERLY YONKERS DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	(i) (ii)	288,720 ------------- 0	35,000 ------------- 0	0 ------------- 0	16,500 ------------- 0	43,776 ------------- 0	383,996 ------------- 0	0 ------------- 0
32MATTHEW ZANGHI MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	(i) (ii)	186,211 ------------- 0	20,776 ------------- 0	0 ------------- 0	11,509 ------------- 0	36,200 ------------- 0	254,696 ------------- 0	0 ------------- 0
33DIANE FRONCKIEWICZ SECRETARY, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS	(i) (ii)	163,929 ------------- 0	15,886 ------------- 0	0 ------------- 0	6,076 ------------- 0	31,547 ------------- 0	217,438 ------------- 0	0 ------------- 0
34JOHN GLASSBURN SECRETARY, UMM COMMUNITY HOSPITALS, INC., OFFICER VARIOUS	(i) (ii)	0 ------------- 235,377	0 ------------- 22,419	0 ------------- 0	0 ------------- 22,646	0 ------------- 30,822	0 ------------- 311,264	0 ------------- 0
35STEVEN MCCUE ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	(i) (ii)	355,598 ------------- 0	81,450 ------------- 0	0 ------------- 0	30,555 ------------- 0	32,400 ------------- 0	500,003 ------------- 0	0 ------------- 0
36JUSTIN PRECOURT SVP, PATIENT CARE SVCS & CNO	(i) (ii)	531,253 ------------- 0	308,090 ------------- 0	21,571 ------------- 0	83,041 ------------- 0	36,726 ------------- 0	980,681 ------------- 0	0 ------------- 0
37JEANNE SHIRSHAC TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	0 ------------- 278,098	0 ------------- 126,644	0 ------------- 13,393	0 ------------- 52,714	0 ------------- 31,343	0 ------------- 502,192	0 ------------- 0
38FRANCIS W SMITH SECRETARY, UMM MEDICAL GROUP, INC., OFFICER VARIOUS	(i) (ii)	0 ------------- 273,994	0 ------------- 72,800	0 ------------- 11,844	0 ------------- 40,339	0 ------------- 31,944	0 ------------- 430,921	0 ------------- 0
39CELESTE STRAIGHT CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	265,695 ------------- 0	61,051 ------------- 0	0 ------------- 0	16,500 ------------- 0	109,466 ------------- 0	452,712 ------------- 0	0 ------------- 0
40ERIC J ALPER MD SVP CQO & CHF INFORMATICS OFF	(i) (ii)	0 ------------- 479,417	0 ------------- 302,498	0 ------------- 23,098	0 ------------- 101,457	0 ------------- 47,694	0 ------------- 954,164	0 ------------- 0
41DIANNA J CAFFARENA SVP, AMBULATORY SVCS	(i) (ii)	326,809 ------------- 0	187,797 ------------- 0	17,140 ------------- 0	62,572 ------------- 0	4,094 ------------- 0	598,412 ------------- 0	0 ------------- 0
42KATHLEEN DRISCOLL SVP, CHIEF PHILANTHROPHY OFC	(i) (ii)	0 ------------- 432,428	0 ------------- 140,316	0 ------------- 63,682	0 ------------- 40,610	0 ------------- 14,537	0 ------------- 691,573	0 ------------- 42,383
43BRIAN HUGGINS SVP FINANCE/CORPORATE CONTROLLER	(i) (ii)	0 ------------- 362,021	0 ------------- 120,666	0 ------------- 12,029	0 ------------- 30,978	0 ------------- 36,672	0 ------------- 562,366	0 ------------- 0
44VICTORIA MCCANDLESS VP SYS CEO COMM OFC/ASSOC COS	(i) (ii)	0 ------------- 311,460	0 ------------- 101,400	0 ------------- 12,418	0 ------------- 35,576	0 ------------- 13,854	0 ------------- 474,708	0 ------------- 0
45JOHN T RANDOLPH VP, CHIEF CORPORATE COMPLIANCE	(i) (ii)	0 ------------- 275,314	0 ------------- 91,423	0 ------------- 40,668	0 ------------- 39,614	0 ------------- 31,917	0 ------------- 478,936	0 ------------- 27,614
46CATHERINE ROSSI SVP HEALTH SYSTEM CONTRACTING	(i) (ii)	0 ------------- 320,910	0 ------------- 188,539	0 ------------- 13,999	0 ------------- 66,393	0 ------------- 31,945	0 ------------- 621,786	0 ------------- 0
47ALICE A SHAKMAN SVP, CLINICAL SVCS	(i) (ii)	299,152 ------------- 0	100,389 ------------- 0	59,681 ------------- 0	47,205 ------------- 0	33,428 ------------- 0	539,855 ------------- 0	44,339 ------------- 0
48ROBIN L SODANO SVP, INFORMATION SYSTEMS	(i) (ii)	0 ------------- 485,465	0 ------------- 236,043	0 ------------- 27,352	0 ------------- 84,109	0 ------------- 31,945	0 ------------- 864,914	0 ------------- 0
49TOD WIESMAN SVP CHIEF HR OFFICER	(i) (ii)	0 ------------- 417,652	0 ------------- 234,417	0 ------------- 25,236	0 ------------- 71,299	0 ------------- 37,861	0 ------------- 786,465	0 ------------- 0
50MUSTAFA AKYUREK MD PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP	(i) (ii)	288,617 ------------- 0	591,539 ------------- 0	0 ------------- 0	16,500 ------------- 0	67,667 ------------- 0	964,323 ------------- 0	0 ------------- 0
51KATHARINE BOLLAND ESHGHI SVP GENERAL COUNSEL-PGL	(i) (ii)	0 ------------- 523,912	0 ------------- 321,482	0 ------------- 26,457	0 ------------- 111,047	0 ------------- 36,064	0 ------------- 1,018,962	0 ------------- 0
52DEMETRIUS LITWIN MD PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	(i) (ii)	684,688 ------------- 0	248,633 ------------- 0	0 ------------- 0	16,500 ------------- 0	129,313 ------------- 0	1,079,134 ------------- 0	0 ------------- 0
53ARNO S SUNGARIAN PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	(i) (ii)	1,056,238 ------------- 0	275,053 ------------- 0	0 ------------- 0	16,500 ------------- 0	114,257 ------------- 0	1,462,048 ------------- 0	0 ------------- 0
54JENNIFER WALKER DIVISION CHIEF	(i) (ii)	583,836 ------------- 0	349,095 ------------- 0	0 ------------- 0	16,500 ------------- 0	37,860 ------------- 0	987,291 ------------- 0	0 ------------- 0
55JACK W BAILEY SVP, CLINICAL SVCS UNTIL 9/2023	(i) (ii)	148,708 ------------- 0	151,421 ------------- 0	236,603 ------------- 0	25,159 ------------- 0	17,774 ------------- 0	579,665 ------------- 0	85,772 ------------- 0
56RICARDO A BELLO FORMER DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC.	(i) (ii)	206,674 ------------- 0	0 ------------- 0	156,369 ------------- 0	12,656 ------------- 0	16,897 ------------- 0	392,596 ------------- 0	0 ------------- 0
57JOHN BRONHARD FORMER OFFICER UNTIL 10/1/18	(i) (ii)	355,312 ------------- 0	77,281 ------------- 0	540 ------------- 0	8,514 ------------- 0	33,906 ------------- 0	475,553 ------------- 0	0 ------------- 0
58XIMENA M CASTRO MD FORMER DIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	(i) (ii)	278,474 ------------- 0	92,994 ------------- 0	50 ------------- 0	0 ------------- 0	15,538 ------------- 0	387,056 ------------- 0	0 ------------- 0
59WILLIAM CORBETT MD Director Until 9/2023, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	(i) (ii)	365,563 ------------- 0	155,877 ------------- 0	73,969 ------------- 0	27,348 ------------- 0	33,599 ------------- 0	656,356 ------------- 0	47,663 ------------- 0
60JAMES P CYR FORMER KEY EMPLOYEE UNTIL FY2024	(i) (ii)	287,905 ------------- 0	97,279 ------------- 0	227,857 ------------- 0	32,810 ------------- 0	37,641 ------------- 0	683,492 ------------- 0	213,240 ------------- 0
61KIMBERLY EISENSTOCK MD DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2023	(i) (ii)	286,143 ------------- 0	61,142 ------------- 0	100 ------------- 0	16,500 ------------- 0	48,829 ------------- 0	412,714 ------------- 0	0 ------------- 0
62MICHAEL GUSTAFSON MD FORMER PRESIDENT, UMM MEDICAL CENTER, INC. UNTIL 9/2023, DIRECTOR VARIOUS	(i) (ii)	567,879 ------------- 0	850,434 ------------- 0	1,188,582 ------------- 0	179,202 ------------- 0	18,009 ------------- 0	2,804,106 ------------- 0	780,316 ------------- 0
63MARK JOHNSON MD FORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC.	(i) (ii)	1,000,521 ------------- 0	35,000 ------------- 0	0 ------------- 0	16,500 ------------- 0	37,520 ------------- 0	1,089,541 ------------- 0	0 ------------- 0
64SHLOMIT SCHAAL MD PRESIDENT, DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC.	(i) (ii)	161,255 ------------- 0	0 ------------- 0	0 ------------- 0	8,293 ------------- 0	9,482 ------------- 0	179,030 ------------- 0	0 ------------- 0
65STEPHEN TOSI DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	442,970 ------------- 0	174,751 ------------- 0	0 ------------- 0	14,071 ------------- 0	39,450 ------------- 0	671,242 ------------- 0	0 ------------- 0
66LATAMARA LUNDI PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023	(i) (ii)	0 ------------- 105,989	0 ------------- 123,737	0 ------------- 265,683	0 ------------- 34,610	0 ------------- 12,765	0 ------------- 542,784	0 ------------- 69,600
67BART METZGER FORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022	(i) (ii)	0 ------------- 0	0 ------------- 26,631	0 ------------- 364,407	0 ------------- 0	0 ------------- 28	0 ------------- 391,066	0 ------------- 0
68JOHN R SALZBERG FORMER SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/2023	(i) (ii)	0 ------------- 259,742	0 ------------- 194,957	0 ------------- 13,987	0 ------------- 53,773	0 ------------- 26,171	0 ------------- 548,630	0 ------------- 0

Schedule J (Form 990) 2023

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	12 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 4a Severance or change-of-control payment	THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM SEVERANCE IN THE REPORTING PERIOD: TOP PAID: TAYLOR PATEL, JUDITH $409,665 MCEVOY, CATHERINE $271,187 FORMER: GUSTAFSON, MICHAEL $1,194.731 BAILEY, JACK W. $457,327 METZGER, BART $364,605 LUNDI, LATAMARA $350,880 Severance total: $3,048,395
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: MELGAR, SERGIO $295,599 MOORE, EDWARD $56,481 SUBTOTAL OFF, DIR, TRUSTEES $352,080 KEY EMPLOYEES: DRISCOLL, KATHLEEN $42,383 RANDOLPH, JOHN T. $27,614 SHAKMAN, ALICE $44,339 SUBTOTAL KEY EMPLOYEES $114,336 FORMER: BAILEY, JACK W. $85,772 CORBETT, WILLIAM F. $47,663 GUSTAFSON, MICHAEL $780,316 LUNDI, LATAMARA $69,600 SUBTOTAL FORMER $983,351 TOTAL $1,449,767 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): KEY EMPLOYEES: ALPER, ERIC J. HUGGINS, BRIAN MCCANDLESS, VICTORIA SODANO, ROBIN L. ROSSI, CATHERINE M. WIESMAN, TOD G. CAFFARENA, DIANNA J.
Schedule J, Part I, Line 7 Non-fixed payments	The Retention Benefit was provided to the current Executive Benefits Program began effective 1/1/2021, replacing the former Executive Benefits Program, to keep those covered by the former program 'whole' during the transition period.A new specific income code, at the time, was setup for this payment RETAE = Retention Award Executive. It did not have to do with a terminated Executive, but to delay or guard against Executive voluntary terminations.
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) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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

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

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

Part II

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

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

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) 2023

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Precision Anesthesia Assoc PC	Entity is owned by Dr. Faust > 35%	2,010,030	3rd Party Payer Contract Payment
(2) MA Lung and Allergy PC	Entity more than 35% owned by Kimberly Robinson, MD, Board Director	853,061	3rd Party Payer Contract Payment
(3) Elaine Granville RN	Family Member of Cheryl Lapriore, Officer / Board Director	185,151	Employment Arrangement w/ UMM Medical Center, Inc.
(4) Brittany M Paulhus	Family Member of Robert J. Paulhus, Jr., Chairperson and Board Director	110,227	Employment Arrangement w/ UMM Medical Center, Inc.
(5) Darlene A Purcell	Family Member of Philip E. Purcell, Board Director	93,018	Employment Arrangement w/ UMM Medical Center, Inc.
(6) Sandra Aiello	Family Member of Francesco Aiello, Board Director	118,326	Employment Arrangement w/ UMM Medical Group, Inc.
(7) Nelida Dingui	Family Member of Jose Dingui, Board Director	91,942	Employment Arrangement w/ UMM Harrington Hospital, Inc.
(8) Substantial Contributor	Substantial Contributor	14,296,244	Independent Contractor Arrangement, donation of 10,000
(9) Substantial Contributor	Substantial Contributor	4,009,579	Independent Contractor Arrangement, donation of $7,500
(10) Substantial Contributor	Substantial Contributor	361,135	Independent Contractor Arrangement, donation of $5,000

Part V

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

Return Reference	Explanation

Schedule L (Form 990) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

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

OMB No. 1545-0047

2023

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 ..
5 Clothing and household goods .......	X		16,702	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	7	4,311	Market value
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Toys - )	X	41	20,761	Market value
26 Other ( Miscellaneous Supplies - )	X	12	10,390	Market value
27 Other ( )
28 Other ( )

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

Yes

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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

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) (2023)

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	Food inventory - The organization is reporting the number of contributions. Clothing and household goods - The organization is reporting the number of contributions. Other - Toys - The organization is reporting the number of contributions. Other - Miscellaneous Supplies - The organization is reporting the number of contributions.

Schedule M (Form 990) (2023)

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

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

OMB No. 1545-0047

2023

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 4a-4c Description of program services	(Expenses $ 319,992,993 including grants of $ 17,800)(Revenue $ 403,105,073) 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 2024 KEY STATISTICS - TOTAL DISCHARGES: 15,503 TOTAL SURGICAL & ENDOSCOPY CASES: 20,594 TOTAL ER VISITS: 129,259
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: MICHAEL D. MURPHY (BOARD MEMBER) - Business relationship, MARLBOROUGH HOSPITAL: ELLEN DORIAN (BOARD MEMBER) - Business relationship, CNEHA, INC. & UMM HEALTHALLIANCE-CLINTON HOSPITAL: ROBERT J. PAULHUS (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 Entities, 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 Entities, 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 ARE 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 2024. All other key personnel (including the Group 990 entity Presidents) were voted on and approved at the annual meeting in December 2023.
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 2024 Tier B - EXEC VP, CFO - December 2023 Tier C - SVP CQO & CHF INFORMATICS OFF - December 2023 Tier C - SVP CLINICAL SVCS - December 2023 Tier C - SVP AMBULATORY SVCS - December 2023 Tier C - PRESIDENT UMMMG - December 2023 Tier C - PRESIDENT UMMMC - December 2023 Tier C - VP/CHIEF FINANCIAL OFFICER - December 2023 Tier C - SVP & CHIEF PHILANTHROPY OFC - December 2023 Tier C - SVP GENERAL COUNSEL-PGL - December 2023 Tier C - SVP POP HLTH & PRESIDENT, ACO - December 2023 Tier C - SVP FINANCE/CORP CONTROLLER - December 2023 Tier C - SVP CHIEF TRANSFORMATION OFFICER- December 2023 Tier C - PRESIDENT COMMUNTY HEALTHLINK - December 2023 Tier C - SVP HEALTH SYSTEM CONTRACTING - December 2023 Tier C - PRESIDENT HARRINGTON HOSPITAL - December 2023 Tier C - SVP CMG - December 2023 Tier C - VP CHIEF CORPORATE COMPLIANCE - December 2023 Tier C - SVP CHIEF HR OFFICER - December 2023 Tier C - SVP CHF STF & SYS CEO COMMS OFC - December 2023 Tier C - SVP INFORMATION SVCS - December 2023 Tier C - SVP/COO UMMMG - December 2023
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: , Related or Exempt Function Revenue: , 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: 99637477, Management and General Expenses: 3608122, Fundraising Expenses: 0; Purchased temporary help - Total Expense: 86145272, Program Service Expense: 86018265, Management and General Expenses: 127007, Fundraising Expenses: 0; Affiliate medical services - Total Expense: 13933193, Program Service Expense: 13933193, 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: 5599295, Fundraising Expenses: 12818; - 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 - 5053380; TRANSFERS TO UNRESTRICTED - PPE - 581384; TRANSFERS (TO) FROM RELATED PARTIES - -XXX-XX-XXXX; TRANSFERS TO UNRESTRICTED - EXPENDITURES - -1816327; Other changes in net assets related to joint venture and SWAP agreement - 6789193; Change in beneficial interest in trusts and other changes in restricted net asset - 12078135;
Page 1 Line Hc 17 Members of Group exemption number 3642	UMASS MEMORIAL HEALTH CARE, INC. AND AFFILIATES 100 Front Street Suite 200, Worcester, MA 01608 EIN: 91-2155626 FYE: 9/30/2024 Marlborough Hospital 157 Union Street, Marlborough, MA 01752 EIN: 04-2104693 FYE: 9/30/2024 UMass Memorial Behavioral Health System, Inc. 100 Font Street Suite 200, Worcester, MA 01608 EIN: 04-3374724 FYE: 9/30/2024 UMass Memorial Community Hospitals, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 04-3296271 FYE: 9/30/2024 UMass Memorial Health Ventures, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 22-2605679 FYE: 9/30/2024 UMass Memorial Medical Center, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 04-3358564 FYE: 9/30/2024 UMass Memorial Medical Group, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 04-2911067 FYE: 9/30/2024 UMass Memorial Realty, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 04-2805630 FYE: 9/30/2024 Community HealthLink, Inc. 72 Jaques Avenue, Worcester, MA 01610 EIN: 04-2626179 FYE: 9/30/2024 Central New England HealthAlliance, Inc. (CNEHA, INC) 60 Hospital Road, Leominster, MA 01453 EIN: 04-3172496 FYE: 9/30/2024 Coordinated Primary Care, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-3210002 FYE: 9/30/2024 HealthAlliance Home Health and Hospice, Inc. 25 Tucker Road, Leominster, MA 01453 EIN: 04-2932308 FYE: 9/30/2024 UMass Memorial HealthAlliance-Clinton Hospital, Inc. 60 Hospital Road, Leominster, MA 01453 EIN: 04-2103555 FYE: 9/30/2024 UMass Memorial Accountable Care Organization, Inc. 100 Front Street Suite 200, Worcester, MA 01608 EIN: 46-2871359 FYE: 9/30/2024 UMass Memorial Health - Harrington, Inc. 100 South Street, Southbridge, MA 01604 EIN: 80-0518491 FYE: 9/30/2024 UMass Memorial Health - Harrington Hospital, Inc. 100 South Street, Southbridge, MA 01604 EIN: 04-2103577 FYE: 9/30/2024 Harrington Physician Services, Inc. 100 South Street, Southbridge, MA 01604 EIN: 04-2103577 FYE: 9/30/2024
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 1 of 4	ENTITY & EIN: UMASS MEMORIAL MEDICAL CENTER, INC. #04-3358564 JUSTIN PRECOURT PRESIDENT ERIC W. DICKSON, MD DIRECTOR. PRESIDENT SERGIO MELGAR TREASURER DOUGLAS S. BROWN SECRETARY UNTIL 9/2024 KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR ELVIRA GUARDIOLA VICE CHAIRPERSON, DIRECTOR EVAN BENJAMIN, MD DIRECTOR DAVID L. BENNETT DIRECTOR RICHARD K. BENNETT DIRECTOR UNTIL 9/2024 LESLIE BOVENZI DIRECTOR MICHAEL COLLINS, MD DIRECTOR LISA COLOMBO DIRECTOR MICHAEL ENGEL DIRECTOR (ex officio without vote) TERENCE FLOTTE, MD DIRECTOR NANCY KANE DIRECTOR JEAN KING, PHD DIRECTOR SUSAN MAILMAN DIRECTOR JEAN MCMURRAY DIRECTOR MICHAEL F.O'BRIEN DIRECTOR RAYMOND PAWLICKI DIRECTOR RICHARD SIEGRIST DIRECTOR ROSEMARY THOMSEN 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 SERGIO MELGAR TREASURER FRANCIS W. SMITH CLERK PAUL KANGAS CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR FREDERICK G. CROCKER DIRECTOR THERESE MASTRODOMENICO DIRECTOR STEVEN ROACH DIRECTOR NAOMI SLEEPER DIRECTOR ROSEMARY THOMSEN DIRECTOR KARYN POLITO, DIRECTOR ENTITY & EIN: UMASS MEMORIAL REALTY, INC. #04-2805630 HAROLD R. LEMIEUX PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY DAVID L. BENNETT DIRECTOR ERIC W. DICKSON, MD DIRECTOR MICHAEL ENGEL DIRECTOR ENTITY & EIN: UMASS MEMORIAL MEDICAL GROUP, INC. #04-2911067 ANDREW KARSON, MD INTERIM PRESIDENT, DIRECTOR (ex. officio without vote) GERALDINE VAUGHAN TREASURER FRANCIS W. SMITH SECRETARY CELESTE STRAIGHT, MD CHAIRPERSON, DIRECTOR ERIC W. DICKSON, MD DIRECTOR (ex. officio without vote) TERENCE FLOTTE, MD DIRECTOR (ex. officio without vote) JOSEPHINE FOWLER, MD DIRECTOR CHRISTOPHER MARSHALL, MD DIRECTOR JEAN MCMURRAY DIRECTOR JUSTIN PRECOURT DIRECTOR (ex. officio without vote) MAX ROSEN, MD DIRECTOR (ex. officio without vote) KIMBERLY SALMON DIRECTOR MICHAEL SOKOLOFF, MD DIRECTOR VALERIE ZOLEZZI-WYNDHAM DIRECTOR
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 2 of 4	ENTITY & EIN: UMASS MEMORIAL COMMUNITY ENTITIES, INC. #04-3296271 DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR SERGIO MELGAR TREASURER, DIRECTOR JOHN GLASSBURN SECRETARY ERIC W. DICKSON, MD DIRECTOR MICHAEL ENGEL DIRECTOR JAMES LEARY DIRECTOR LUIS J. MASEDA DIRECTOR WILLIAM MCGRAIL ESQ. DIRECTOR EDWARD MOORE DIRECTOR MICHAEL D. MURPHY DIRECTOR ROBERT J. PAULHUS JR. DIRECTOR JUSTIN PRECOURT DIRECTOR STEVEN ROACH DIRECTOR JOHAD TOURE, MD DIRECTOR GERALDINE VAUGHAN DIRECTOR JACK WILSON, PHD DIRECTOR GORDON BENSON, DIRECTOR CHARLES CAVAGNARO, MD, DIRECTOR JOHN FERNANDES DIRECTOR GORDON LEWIS DIRECTOR MICHELLE L.O'ROURKE, DNP, RN. CCRN DIRECTOR JOHN SHEA DIRECTOR ENTITY & EIN: MARLBOROUGH HOSPITAL #04-2104693 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER JOHN GLASSBURN SECRETARY MICHAEL D. MURPHY CHAIRPERSON ANN K. MOLLOY VICE-CHAIRPERSON, DIRECTOR BRIAN BOUVIER DIRECTOR DOUGLAS S. BROWN DIRECTOR CHARLES CAVAGNARO, MD INTERIM PRESIDENT, DIRECTOR ELLEN DORIAN DIRECTOR WILLIAM FISHER DIRECTOR JOHN GOBRON DIRECTOR UNTIL 9/2024 KIMIYOSHI KOBAYASHI, MD DIRECTOR JOSEPH G. LEANDRES DIRECTOR PHILIP E. PURCELL DIRECTOR KIMBERLY ROBINSON, MD DIRECTOR SEAN ROSE DIRECTOR VIBHA SHARMA, MD DIRECTOR JOSEPH TENNYSON, MD DIRECTOR ERIC W. DICKSON, MD DIRECTOR SARA K. MANGANELLI ASSISTANT SECRETARY PETER MIOTTO, MD DIRECTOR LUIZ THOMAZ DIRECTOR ENTITY & EIN: COMMUNITY HEALTHLINK, INC. #04-2626179 GORDON BENSON PRESIDENT SERGIO MELGAR TREASURER, DIRECTOR FRANCIS W. SMITH CLERK TAMMY HANEY ASSISTANT CLERK JOHN SHEA, ESQ.CHAIRPERSON, DIRECTOR ALAN P. BROWN, MD DIRECTOR DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 AMY GRASSETTE DIRECTOR JOANNE JOHNSON DIRECTOR CHERYL LAPRIORE DIRECTOR JAMES LEARY DIRECTOR DIANE MCKEE, MD DIRECTOR KEITH REARDON DIRECTOR KIMBERLY YONKERS, MD DIRECTOR GREGORY MIRHEI, DIRECTOR
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 3 of 4	ENTITY & EIN: CENTRAL NEW ENGLAND HEALTHALLIANCE, INC. #04-3172496 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY MAUREEN CROTEAU ASSISTANT SECRECTARY ROBERT J. PAULHUS JR.CHAIRPERSON, DIRECTOR MICHAEL MAHAN VICE CHAIRPERSON, DIRECTOR MICHAEL W. AMES DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR UNTIL 9/2024 DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 KIMBERLY GAIL WATSON EBB, MD DIRECTOR TAMMY GRAVEL DIRECTOR CHRISTOPHER HENDRY DIRECTOR RACHEL LOPEZ DIRECTOR UNTIL 9/2024 LUIS J. MASEDA DIRECTOR BETH K. MAZYCK, MD DIRECTOR CHARLES CAVAGNARO, MD INTERIM PRESIDENT, DIRECTOR ERIC W. DICKSON, MD DIRECTOR JOAHD TOURE, MD DIRECTOR MATTHEW ZANGHI, MD DIRECTOR ENTITY & EIN: COORDINATED PRIMARY CARE, INC. #04-3210002 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER MAUREEN CROTEAU SECRETARY CHARLES CAVAGNARO, MD DIRECTOR ENTITY & EIN: HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. #04-2932308 JODY ANDERSON PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER STEVEN MCCUE ASSISTANT TREASURER MAUREEN CROTEAU SECRETARY MICHAEL MAHAN CHAIRPERSON, DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR UNTIL 9/2024 LESLIE BOVENZI DIRECTOR DONATA MARTIN DIRECTOR LUIS J. MASEDA DIRECTOR KIMBERLY GAIL WATSON EBB, MD DIRECTOR MATTHEW ZANGHI DIRECTOR ENTITY & EIN: UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC. #04-2103555 STEVEN ROACH PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER FRANCIS W. SMITH SECRETARY MAUREEN CROTEAU ASSISTANT SECRETARY ROBERT J. PAULHUS JR.CHAIRPERSON, DIRECTOR MICHAEL MAHAN VICE CHAIRPERSON, DIRECTOR MICHAEL W. AMES DIRECTOR ROBERT BABINEAU JR., MD DIRECTOR UNTIL 9/2024 DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 KIMBERLY GAIL WATSON EBB, MD DIRECTOR TAMMY GRAVEL DIRECTOR CHRISTOPHER HENDRY DIRECTOR RACHEL LOPEZ DIRECTOR UNTIL 9/2024 LUIS J. MASEDA DIRECTOR BETH K. MAZYCK, MD DIRECTOR CHARLES CAVAGNARO, MD INTERIM PRESIDENT, DIRECTOR ERIC W. DICKSON, MD DIRECTOR JOAHD TOURE, MD DIRECTOR MATTHEW ZANGHI, MD DIRECTOR
Part VII Section A Complete list of Group 990 Board Members and Officers by entity - Part 4 of 4	ENTITY & EIN: UMASS MEMORIAL ACCOUNTABLE CARE ORGANIZATION, INC. #46-2871359 JOHN GREENWOOD PRESIDENT, DIRECTOR JEANNE SHIRSHAC TREASURER FRANCIS W. SMITH SECRETARY ERIC W. DICKSON, MD CHAIRPERSON, DIRECTOR FRANCESCO AIELLO, MD DIRECTOR DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 JORDAN EISENSTOCK, MD DIRECTOR ROBERT FISHMAN D.O, DIRECTOR STEVE KERRIGAN DIRECTOR BARBARA KUPFER DIRECTOR LALITA MATTA, MD DIRECTOR EDWARD MOORE DIRECTOR JUSTIN PRECOURT DIRECTOR JENNIFER REIDY, MD DIRECTOR FRANCIS SWEENEY, MD DIRECTOR STEPHEN E. TOSI, MD DIRECTOR MATTHEW J. TRAINOR, MD DIRECTOR DEBRA TWEHOUS, MD DIRECTOR JOAHD TOURE, MD DIRECTOR ENTITY & EIN: UMASS MEMORIAL HARRINGTON HOSPITAL, INC. #04-2103577 EDWARD MOORE PRESIDENT, DIRECTOR SERGIO MELGAR TREASURER JOHN GLASSBURN SECRETARY UNTIL 9/2024 MELISSA ROSSI ASSISTANT SECRETARY MICHAEL ENGEL CHAIRPERSON, DIRECTOR DEBORAH BOYDVICE CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 KATHLEEN CHARETTE DIRECTOR ANTHONY J. DETARANDO DIRECTOR JOSE DINGUI DIRECTOR JAMES FAUST, MD DIRECTOR THOMAS JOHNSON, MD DIRECTOR JOHN J. MCGLONE DIRECTOR MICHELLE L.O'ROURKE, DNP, RN. CCRN DIRECTOR MARK PALMERINO DIRECTOR SARAI RIVERA DIRECTOR NATALIE STANLEY, DMD DIRECTOR JAMES WADDICK DIRECTOR ERIC W. DICKSON, MD DIRECTOR DIANE FRONCKIEWICZ SECRETARY MICHAEL O'BRIEN DIRECTOR ENTITY & EIN: HARRINGTON PHYSICIAN SERVICES, INC. #13-4366504 EDWARD MOORE PRESIDENT, SECRETARY SERGIO MELGAR TREASURER JAMES WADDICK CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR ANTHONY J. DETARANDO DIRECTOR MARK PALMERINO DIRECTOR FRANK POWERS, MD DIRECTOR ENTITY & EIN: UMASS MEMORIAL HEALTH - HARRINGTON, INC. #80-0518491 EDWARD MOORE PRESIDENT, CEO, DIRECTOR SERGIO MELGAR TREASURER JOHN GLASSBURN SECRETARY UNTIL 9/2024 MELISSA ROSSI ASSISTANT SECRETARY MICHAEL ENGEL CHAIRPERSON, DIRECTOR DEBORAH BOYD VICE CHAIRPERSON, DIRECTOR RANDALL V. BECKER DIRECTOR DOUGLAS S. BROWN DIRECTOR UNTIL 9/2024 KATHLEEN CHARETTE DIRECTOR ANTHONY J. DETARANDO DIRECTOR JOSE DINGUI DIRECTOR JAMES FAUST, MD DIRECTOR THOMAS JOHNSON, MD DIRECTOR JOHN J. MCGLONE DIRECTOR MICHELLE L.O'ROURKE, DNP, RN. CCRN DIRECTOR MARK PALMERINO DIRECTOR SARAI RIVERA DIRECTOR NATALIE STANLEY, DMD DIRECTOR JAMES WADDICK DIRECTOR ERIC W. DICKSON, MD DIRECTOR DIANE FRONCKIEWICZ SECRETARY MICHAEL O'BRIEN DIRECTOR ENTITY & EIN: CATALYSIS, INC. #26-2795800 KATHRYN CORREIA DIRECTOR ERIC W. DICKSON, MD DIRECTOR MARK HALLETT DIRECTOR KEN MCNAMARA DIRECTOR KEVIN SCHULMAN DIRECTOR STEVE SHORTELL DIRECTOR KEN SNYDER DIRECTOR JEFF THOMPSON DIRECTOR JOHN TOUSSAINT, MD PRESIDENT, DIRECTOR PETER WARD DIRECTOR LUCY XENOPHON DIRECTOR ENTITY & EIN: UMASS MEMORIAL BEHAVIORAL HEALTH SYSTEM, INC. #04-3374724 GORDON BENSON PRESIDENT DOUGLAS S. BROWN PRESIDENT, CHAIRPERSON, DIRECTOR UNTIL 9/2024 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 KEITH REARDON DIRECTOR JOHN SHEA, ESQ.DIRECTOR KIMBERLY YONKERS, MD DIRECTOR GREGORY MIRHEI DIRECTOR
Part VII Section A Various board titles - Part 1 of 3	MICHAEL W. AMES DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JODY B. ANDERSON PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. FRANCESCO AIELLO, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ROBERT BABINEAU JR., MD DIRECTOR, CNEHA, INC.UNTIL 9/2024 DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. UNTIL 9/2024 DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. UNTIL 9/2024 RANDALL V. BECKER DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM HARRINGTON, 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. UNTIL 9/2024 GORDON BENSON PRESIDENT, COMMUNITY HEALTHLINK, INC. PRESIDENT, UMM BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, 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. DENNIS D. BERKEY DIRECTOR, UMM MEDICAL CENTER, INC. SARAH GARFIELD BERRY 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. UNTIL 9/2024 PRESIDENT, CHAIRPERSON, DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. UNTIL 9/2024 SECRETARY, UMM MEDICAL CENTER, INC.UNTIL 9/2024 DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. UNTIL 9/2024 DIRECTOR, COMMUNITY HEALTHLINK, INC. UNTIL 9/2024 DIRECTOR, CNEHA, INC. UNTIL 9/2024 DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. UNTIL 9/2024 DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2024 DIRECTOR, UMM HARRINGTON HOSPITAL INC. UNTIL 9/2024 DIRECTOR, UMM HARRINGTON, INC. UNTIL 9/2024 JOHN BUDD DIRECTOR, UMM MEDICAL CENTER, INC. CHARLES CAVAGNARO, MD INTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL INTERIM PRESIDENT, DIRECTOR, CNEHA, INC. INTERIM PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, COORDINATED PRIMARY CARE, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. KATHLEEN CHARETTE DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. MICHAEL COLLINS, MD DIRECTOR, UMM MEDICAL CENTER, INC.
Part VII Section A Various board titles - Part 2 of 3	LISA COLOMBO DIRECTOR, UMM MEDICAL CENTER, INC. KATHRYN CORREIA DIRECTOR, CATALYSIS, INC. FREDERICK G. CROCKER DIRECTOR, UMM HEALTH VENTURES, INC. MAUREEN E. CROTEAU SECRETARY, COORDINATED PRIMARY CARE, INC. CLERK, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. ASSISTANT SECRECTARY, CNEHA, INC. ASSISTANT SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. THERESE MASTRODOMENICO DIRECTOR, UMM HEALTH VENTURES, INC. DIX F. DAVIS DIRECTOR, UMM MEDICAL CENTER, INC. ERIC W. DICKSON, MD PRESIDENT, CHAIRPERSON, DIRECTOR, UMM COMMUNITY HOSPITALS, INC. PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC. CHAIRPERSON, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, CATALYSIS, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM MEDICAL GROUP, INC. DIRECTOR, UMM REALTY, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, MARLBOROUGH HOSPITAL DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, 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. DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. JORDAN EISENSTOCK, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. MICHAEL ENGEL CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. CHAIRPERSON, DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM REALTY, INC. KATHARINE BOLLAND ESHGHI SECRETARY, UMM MEDICAL CENTER, INC. JAMES FAUST, MD DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. JOHN FERNANDES DIRECTOR, UMM COMMUNITY HOSPITALS, 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. JOSEPHINE FOWLER, MD DIRECTOR, UMM MEDICAL GROUP, INC. DIANE FRONCKIEWICZ SECRETARY, UMM HARRINGTON HOSPITAL INC. SECRETARY, UMM HARRINGTON, INC. JOHN GLASSBURN SECRETARY, UMM COMMUNITY HOSPITALS, INC. SECRETARY, MARLBOROUGH HOSPITAL SECRETARY, UMM HARRINGTON HOSPITAL INC. 9/2024 SECRETARY, UMM HARRINGTON, INC. 9/2024 JOHN GOBRON DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2024 AMY GRASSETTE DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. TAMMY GRAVEL DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOHN E. GREENWOOD PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. ELVIRA GUARDIOLA VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. TAMMY HANEY ASSISTANT CLERK, COMMUNITY HEALTHLINK, INC. MARK HALLETT DIRECTOR, CATALYSIS, INC. CHRISTOPHER HENDRY DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. JOANNE JOHNSON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. THOMAS JOHNSON, MD DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. ANDREW KARSON, MD INTERIM PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC. M. HOWARD JACOBSON DIRECTOR, 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. KIMIYOSHI KOBAYASHI, MD DIRECTOR, MARLBOROUGH HOSPITAL BARBARA KUPFER DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CHERYL LAPRIORE 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. HAROLD R. LEMIEUX PRESIDENT, DIRECTOR, UMM REALTY, INC. GORDON LEWIS DIRECTOR, UMM COMMUNITY HOSPITALS, INC. RACHEL LOPEZ DIRECTOR, CNEHA, INC. UNTIL 9/2024 DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC.UNTIL 9/2024 MICHAEL MAHAN CHAIRPERSON, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. VICE CHAIRPERSON, DIRECTOR, CNEHA, INC. VICE CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. STEPHEN W. LENHARDT, SR. DIRECTOR, UMM MEDICAL CENTER, INC. SUSAN MAILMAN DIRECTOR, UMM MEDICAL CENTER, INC. DONATA MARTIN 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. BETH K. MAZYCK, MD DIRECTOR, CNEHA, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. STEVEN MCCUE ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. WILLIAM MCGRAIL ESQ. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JOHN M. 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. KEN MCNAMARA DIRECTOR, CATALYSIS, 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, DIRECTOR, 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. SARA K. MANGANELLI ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL PETER MIOTTO, MD DIRECTOR, MARLBOROUGH HOSPITAL
Part VII Section A Various board titles - Part 3 of 3	ANN K. MOLLOY VICE-CHAIRPERSON, DIRECTOR, MARLBOROUGH HOSPITAL EDWARD H. MOORE PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. PRESIDENT, DIRECTOR, UMM HARRINGTON, INC. PRESIDENT, SECRETARY HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. MICHAEL D. MURPHY CHAIRPERSON, DIRECTOR, MARLBOROUGH HOSPITAL DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. CYNTHIA M. MCMULLEN DIRECTOR, UMM MEDICAL CENTER, INC. MICHAEL F.O'BRIEN DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. MICHELLE L.O'ROURKE, DNP, RN. CCRN DIRECTOR, UMM HARRINGTON, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. MARK PALMERINO DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. ROBERT J. PAULHUS JR. CHAIRPERSON, DIRECTOR, CNEHA, INC. CHAIRPERSON, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL CENTER, INC. RAYMOND PAWLICKI DIRECTOR, UMM MEDICAL CENTER, INC. KARYN POLITO DIRECTOR, UMM HEALTH VENTURES, INC. FRANK POWERS, MD DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. PHILIP E. PURCELL DIRECTOR, MARLBOROUGH HOSPITAL GREGORY MIRHEI DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. (ex officio) KEITH REARDON DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. JUSTIN PRECOURT PRESIDENT UMM MEDICAL CENTER, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM MEDICAL GROUP, INC. THORU PEDERSON DIRECTOR, UMM MEDICAL CENTER, INC. JENNIFER REIDY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. SARAI RIVERA DIRECTOR UMM HARRINGTON HOSPITAL INC. DIRECTOR UMM HARRINGTON, INC. STEVEN ROACH PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL (ex officio trustee w/ vote) PRESIDENT, DIRECTOR, CNEHA, INC. PRESIDENT, DIRECTOR, COORDINATED PRIMARY CARE, INC. (ex officio) PRESIDENT, DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. KIMBERLY ROBINSON, MD DIRECTOR, MARLBOROUGH HOSPITAL MAX ROSEN, MD DIRECTOR, UMM MEDICAL GROUP, INC. SEAN ROSE DIRECTOR, MARLBOROUGH HOSPITAL MELISSA ROSSI ASSISTANT SECRETARY, UMM HARRINGTON HOSPITAL INC. ASSISTANT SECRETARY, UMM HARRINGTON, INC. KIMBERLY SALMON DIRECTOR, UMM MEDICAL GROUP, INC. KEVIN SCHULMAN DIRECTOR, CATALYSIS, INC. VIBHA SHARMA, MD DIRECTOR, MARLBOROUGH HOSPITAL JOHN SHEA, ESQ. CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. DIRECTOR, UMM MEDICAL CENTER, INC. STEVE SHORTELL DIRECTOR, CATALYSIS, INC. JEANNE SHIRSHAC TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. RICHARD SIEGRIST DIRECTOR, UMM MEDICAL CENTER, INC. NAOMI SLEEPER DIRECTOR, UMM HEALTH VENTURES, INC. MICHAEL SOKOLOFF, MD DIRECTOR, UMM MEDICAL GROUP, INC. FRANCIS W. SMITH SECRETARY, CNEHA, INC. SECRETARY, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. SECRETARY, UMM MEDICAL GROUP, INC. SECRETARY, UMM REALTY, INC. SECRETARY, UMM ACCOUNTABLE CARE ORGANIZATION, INC. CLERK, UMM BEHAVIORAL HEALTH SYSTEM, INC. CLERK, COMMUNITY HEALTHLINK, INC. CLERK, UMM HEALTH VENTURES, INC. KEN SNYDER DIRECTOR, CATALYSIS, INC. NATALIE STANLEY, DMD DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. CELESTE STRAIGHT, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC. FRANCIS SWEENEY, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JOSEPH TENNYSON, MD DIRECTOR, MARLBOROUGH HOSPITAL ROSEMARY THOMSEN DIRECTOR, UMM HEALTH VENTURES, INC. DIRECTOR, UMM MEDICAL CENTER, INC. JEFF THOMPSON DIRECTOR, CATALYSIS, INC. LUIZ THOMAZ DIRECTOR, MARLBOROUGH HOSPITAL STEPHEN E. TOSI, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. JOHN TOUSSAINT, MD PRESIDENT, DIRECTOR, CATALYSIS, INC. JOHN SHEA DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JOHAD TOURE, MD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, CNEHA, INC. MATTHEW J. TRAINOR, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. DEBRA TWEHOUS, MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC. GERALDINE VAUGHAN TREASURER, UMM MEDICAL GROUP, INC. DIRECTOR, UMM COMMUNITY HOSPITALS, INC. JAMES WADDICK CHAIRPERSON, DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR, UMM HARRINGTON, INC. JACK WILSON, PHD DIRECTOR, UMM COMMUNITY HOSPITALS, INC. PETER WARD DIRECTOR, CATALYSIS, INC. KIMBERLY YONKERS, MD DIRECTOR, COMMUNITY HEALTHLINK, INC. DIRECTOR, UMM BEHAVIORAL HEALTH SYSTEM, INC. LYNDA M. YOUNG, MD CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC. MATTHEW ZANGHI, MD DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR, CNEHA, INC. VALERIE ZOLEZZI-WYNDHAM DIRECTOR, UMM MEDICAL GROUP, INC. LUCY XENOPHON DIRECTOR, CATALYSIS, 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) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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 100 Front Street Suite 200 Worcester,MA01608 38-4005487	Real Estate	MA	2,320,430	28,249,526	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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)UMass Memorial Health Care Inc (Parent) 100 Front Street Suite 200 Worcester,MA01608 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) 2023

Page 2

Part III

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) Umass Memorial MRI of Marlborough LLC 157 Union Street Marlborough,MA01752 20-2293995	Magnetic resonance imaging	MA	Marlborough Hospital	Related	390,904	276,664		No			No	60 %
(2) Umass Memorial HealthAlliance MRI Center LLC 60 Hospital Road Leominster,MA01453 04-3561571	Magnetic resonance imaging	MA	NA	Related	438,213	648,389		No			No	60 %
(3) Central Massachusetts Comprehensive Cancer Center 1419 SE 8th Terrace Ste 200 Cape Coral,FL33990 26-1795998	Comprehensive cancer care and research	FL	UMASS MEMORIAL HEALTH VENTURES INC	Related	15,802	111,688		No	0		No
(4) SHIELDS SPECIALTY PHARMACY HOLDINGS LLC 100 TECHNOLOGY CENTER DR STOUGHTON,MA02072 47-1510709	PHARMACY HOLDING COMPANY	MA	UMASS MEMORIAL HEALTH VENTURES INC	Related	-191,062	0		No	0		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?
(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	Yes	No
(1) Memorial Office Condomium Trust 100 Front Street Suite 200 Worcester,MA01608 04-6616900	Condominium association	MA	UMass Memorial Realty Inc	Trust	209,415	308,871		Yes

Schedule R (Form 990) 2023

Page 3

Part V

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

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

Yes

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

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

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

Yes

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

Yes

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

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

Yes

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

Yes

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

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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

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

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

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

Yes

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

Yes

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	120,000	Fair value

Schedule R (Form 990) 2023

Page 4

Part VI

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

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

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

Schedule R (Form 990) 2023

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) 2023

Additional Data

Software ID:	23017437
Software Version:	2023v6.0

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	207
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	111
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	18,228
6	Total number of volunteers (estimate if necessary) .............	6	673
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	2,583,767
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	82,770,597	38,694,008
9	Program service revenue (Part VIII, line 2g) .........	3,625,854,158	4,089,390,552
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	12,912,643	14,483,743
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	12,425,932	15,150,206
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,733,963,330	4,157,718,509
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	9,190,694	9,239,314
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)	1,728,543,373	1,846,787,145
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 4,815,426
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,842,650,455	2,253,544,285
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,580,384,522	4,109,570,744
19	Revenue less expenses. Subtract line 18 from line 12.......	153,578,808	48,147,765
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,005,123,909	3,219,973,915
21	Total liabilities (Part X, line 26).............	1,002,664,989	2,423,798,427
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,002,458,920	796,175,488

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,341,451,425 including grants of $ 2,025,042 ) (Revenue $ 2,875,962,496 )
	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 2024 KEY STATISTICS - TOTAL DISCHARGES: 40,203 TOTAL SURGICAL & ENDOSCOPY CASES: 53,718 TOTAL ER VISITS: 137,107

4b	(Code: ) (Expenses $ 769,520,904 including grants of $ 7,117,500 ) (Revenue $ 601,188,367 )
	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 $ 327,553,570 including grants of $ 78,972 ) (Revenue $ 209,134,616 )
	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.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses3,758,518,892

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	27,624,082	15,089,684	5,513,917

1a	Federated campaigns..		1a	0
b	Membership dues..		1b	0
c	Fundraising events..		1c	202,835
d	Related organizations		1d	34,500
e	Government grants (contributions)		1e	36,591,135

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,865,538

g	Noncash contributions included in lines 1a - 1f:$		1g	52,164

h Total. Add lines 1a-1f.......		38,694,008

		Business Code
2a	Net Patient Service Revenue	622110	3,550,073,760	3,549,672,954	400,806	0
b	Contract Revenue	622110	103,765,862	103,765,862	0	0
c	All other program service revenue	622110	21,320,916	19,399,296	1,921,620	0
d	Joint Venture Income	622110	25,225,075	24,964,108	260,967	0
e	Medicaid Supplemental Funds	622110	389,004,939	389,004,939	0	0
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		4,089,390,552

3 Investment income (including dividends, interest, and othersimilar amounts) ......			14,483,743	0	374	14,483,369
4 Income from investment of tax-exempt bond proceeds			0	0	0	0
5 Royalties...........			0	0	0	0
			(i) Real	(ii) Personal
6a	Gross rents	6a	7,329,658	0
b	Less: rental expenses	6b	5,799,183	0
c	Rental income or (loss)	6c	1,530,475	0
d	Net rental income or (loss).......			1,530,475	0		1,530,475
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	0	0
b	Less: cost or other basis and sales expenses	7b	0	0
c	Gain or (loss)	7c	0	0
d	Net gain or (loss).........			0	0	0	0
8a	Gross income from fundraising events (not including $ 202,835of contributions reported on line 1c). See Part IV, line 18 ....
			8a	52,836
b	Less: direct expenses ...		8b	94,557
c	Net income or (loss) from fundraising events..			-41,721		0	-41,721
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..			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..			0	0	0	0

Business Code
11a	Cafeteria Income		722514	8,424,221			8,424,221
b	Parking revenue		812930	5,237,231			5,237,231
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			13,661,452
12	Total revenue. See instructions.....			4,157,718,509	4,086,807,159	2,583,767	29,633,575

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	9,197,509	9,197,509
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	41,805	41,805
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 ...........	19,141,210	16,729,568	2,411,642	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) .........	4,074,639	433,596	3,641,043	0
7	Other salaries and wages........	1,408,568,868	1,248,167,355	160,051,491	350,022
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	88,300,453	78,032,032	10,246,834	21,587
9	Other employee benefits .......	229,729,747	203,014,576	26,659,009	56,162
10	Payroll taxes ...........	96,972,228	85,695,370	11,253,151	23,707
11	Fees for services (non-employees):
a	Management ......	0	0	0	0
b	Legal .........	324,501	16,667	307,834	0
c	Accounting ...........	342,832	1,170	341,662	0
d	Lobbying ...........	0	0	0	0
e	Professional fundraising services. See Part IV, line 17	0			0
f	Investment management fees ......	675,117	675,117	0	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	523,410,008	514,062,766	9,334,424	12,818
12	Advertising and promotion ....	299,834	245,605	54,229	0
13	Office expenses .......	36,324,207	31,416,039	4,906,137	2,031
14	Information technology ......	9,883,119	9,490,709	392,410	0
15	Royalties ..	0	0	0	0
16	Occupancy ...........	57,668,119	53,272,474	4,395,645	0
17	Travel ............	2,012,826	195,461	1,817,365	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 ....	838,926	0	838,926	0
20	Interest ...........	27,662,547	27,662,547	0	0
21	Payments to affiliates .......	0	0	0	0
22	Depreciation, depletion, and amortization ..	99,309,469	98,515,469	794,000	0
23	Insurance ...	5,630,647	5,630,647	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	729,057,502	722,805,920	6,251,582	0
b	System allocation expense	434,548,342	329,690,412	100,508,831	4,349,099
c	Medical School	304,604,376	303,453,750	1,150,626	0
d	Taxes and License Fee	13,248,605	13,227,126	21,479	0
e	All other expenses	7,703,308	6,845,202	858,106	0
25	Total functional expenses. Add lines 1 through 24e	4,109,570,744	3,758,518,892	346,236,426	4,815,426
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			95,556,342	1	58,997,793
2	Savings and temporary cash investments .........			44,862,736	2	2,642,880
3	Pledges and grants receivable, net ......			0	3	195,084
4	Accounts receivable, net .............			345,980,375	4	495,797,308
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 ...........			1,517,415	7	1,307,991
8	Inventories for sale or use ............			62,193,692	8	73,372,444
9	Prepaid expenses and deferred charges ......			41,520,107	9	45,885,648
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,795,868,896
b	Less: accumulated depreciation	10b	1,072,717,455	742,345,526	10c	723,151,441
11	Investments—publicly traded securities .			48,650,117	11	27,944,936
12	Investments—other securities. See Part IV, line 11 .....			283,478,835	12	337,606,790
13	Investments—program-related. See Part IV, line 11 ..			83,377,664	13	97,424,763
14	Intangible assets ...............			25,347,153	14	41,082,116
15	Other assets. See Part IV, line 11 ...........			230,293,947	15	1,314,564,721
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,005,123,909	16	3,219,973,915

17	Accounts payable and accrued expenses .....	320,807,317	17	314,736,661
18	Grants payable ...	0	18
19	Deferred revenue .........	8,834,799	19	7,253,206
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	10,227	21	23,847,985
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 ..	20,064,655	23	21,384,771
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	652,947,991	25	2,056,575,804
26	Total liabilities. Add lines 17 through 25..	1,002,664,989	26	2,423,798,427

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	896,828,538	27	670,972,777
28	Net assets with donor restrictions ...........	105,630,382	28	125,202,711
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,002,458,920	32	796,175,488
33	Total liabilities and net assets/fund balances ........	2,005,123,909	33	3,219,973,915