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Nonprofiteer
← UMASS MEMORIAL HEALTH CARE INC

Form 990 for tax year 2022

Filed by UMASS MEMORIAL HEALTH CARE INC.

Totals

Total revenue
$3,733,963,330
Total expenses
$3,580,384,522
Contributions and grants received
$82,770,597
Grants paid
$9,190,694
Program service revenue
$3,625,854,158
Investment income
$12,912,643
Other revenue
$12,425,932
Total assets, end of year
$2,005,123,909
Total liabilities, end of year
$1,002,664,989
Net assets or fund balances, end of year
$1,002,458,920
Program services expenses (Part IX)
$3,223,678,717
Management and general expenses
$352,359,919
Fundraising expenses
$4,345,886
Program service expenses (Part III)
$3,223,678,717

Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $263,104

  • 1d · Related organizations

    $42,000

  • 1e · Government grants (contributions)

    $78,594,000

  • 1f · All other contributions, gifts and grants

    $3,871,493

  • 1g · Noncash contributions included above

    $107,739

  • 2a · Program service revenue: Net Patient Service Revenue

    total $3,180,601,985 · related or exempt $3,178,833,806 · unrelated business $1,768,179 · excluded $0

  • 2b · Program service revenue: Contract Revenue

    total $139,665,007 · related or exempt $139,665,007 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: All other program service revenue

    total $18,628,333 · related or exempt $16,933,074 · unrelated business $1,695,259 · excluded $0

  • 2d · Program service revenue: Joint Venture Income

    total $286,958,833 · related or exempt $283,508,065 · unrelated business $3,450,768 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $12,818,008 · related or exempt $0 · unrelated business $18,665 · excluded $12,799,343

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $7,499,259

  • 6b · Less rental expenses

    real property $6,446,962

  • 6c · Rental income or loss

    real property $1,052,297 · personal property $0

  • 6d · Net rental income or loss

    total $1,052,297 · related or exempt $0 · unrelated business $0 · excluded $1,052,297

  • 7a · Gross sales of assets other than inventory

    other assets $273,615

  • 7b · Less cost or other basis and sales expenses

    other assets $178,980

  • 7c · Gain or loss

    securities $0 · other assets $94,635

  • 7d · Net gain or loss

    total $94,635 · excluded $94,635

  • 8a · Fundraising events: gross income

    $84,528

  • 8a · Fundraising events: contributions included on line 1c

    $263,104

  • 8b · Fundraising events: direct expenses

    $141,958

  • 8c · Net income from fundraising events

    total -$57,430 · excluded -$57,430

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 11a · Other revenue: Cafeteria Income

    total $7,682,785 · related or exempt $0 · unrelated business $0 · excluded $7,682,785

  • 11b · Other revenue: Parking revenue

    total $3,743,280 · related or exempt $0 · unrelated business $0 · excluded $3,743,280

  • 11c · Other revenue: All other program service revenue

    total $5,000 · related or exempt $5,000

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $11,431,065

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,190,694 · program services $9,190,694

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $21,190,015 · program services $17,107,148 · management and general $4,082,867 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $2,086,113 · program services $500,085 · management and general $1,586,028 · fundraising $0

  • 7 · Other salaries and wages

    total $1,312,437,305 · program services $1,235,215,383 · management and general $76,848,850 · fundraising $373,072

  • 8 · Pension plan contributions

    total $91,177,516 · program services $85,519,282 · management and general $5,632,767 · fundraising $25,467

  • 9 · Other employee benefits

    total $211,645,683 · program services $198,511,515 · management and general $13,075,053 · fundraising $59,115

  • 10 · Payroll taxes

    total $90,006,741 · program services $84,421,162 · management and general $5,560,439 · fundraising $25,140

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $78,215 · program services $0 · management and general $78,215 · fundraising $0

  • 11c · Fees: accounting

    total $488,861 · program services $0 · management and general $488,861 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $577,559 · program services $577,559 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $539,065,830 · program services $506,863,685 · management and general $32,129,598 · fundraising $72,547

  • 12 · Advertising and promotion

    total $487,237 · program services $375,230 · management and general $112,007 · fundraising $0

  • 13 · Office expenses

    total $39,291,079 · program services $33,150,037 · management and general $6,139,888 · fundraising $1,154

  • 14 · Information technology

    total $10,481,697 · program services $9,762,741 · management and general $718,956 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $56,291,899 · program services $51,089,125 · management and general $5,202,774 · fundraising $0

  • 17 · Travel

    total $2,126,840 · program services $322,342 · management and general $1,804,498 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $1,374,900 · program services $0 · management and general $1,374,900 · fundraising $0

  • 20 · Interest

    total $16,484,721 · program services $16,484,721 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $101,086,147 · program services $98,129,648 · management and general $2,956,499 · fundraising $0

  • 23 · Insurance

    total $5,243,089 · program services $5,173,549 · management and general $69,540 · fundraising $0

  • 24a · Other expenses: Medical supplies

    total $639,796,309 · program services $633,635,977 · management and general $6,160,332 · fundraising $0

  • 24b · Other expenses: System allocation expense

    total $390,021,314 · program services $198,788,692 · management and general $187,520,243 · fundraising $3,712,379

  • 24c · Other expenses: Medical School

    total $21,971,124 · program services $20,824,166 · management and general $1,146,958 · fundraising $0

  • 24d · Other expenses: Taxes and License Fee

    total $13,821,532 · program services $13,820,527 · management and general $1,005 · fundraising $0

  • 24e · All other expenses

    total $3,962,102 · program services $4,215,449 · management and general -$330,359 · fundraising $77,012

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $151,905,803 · end of year $95,556,342

  • 2 · Savings and temporary cash investments

    beginning of year $101,699,424 · end of year $44,862,736

  • 3 · Pledges and grants receivable

    beginning of year $273,653 · end of year $0

  • 4 · Accounts receivable

    beginning of year $345,773,416 · end of year $345,980,375

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $1,778,109 · end of year $1,517,415

  • 8 · Inventories for sale or use

    beginning of year $65,446,874 · end of year $62,193,692

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,644,596 · end of year $41,520,107

  • 10a · Land, buildings and equipment: cost or other basis

    $1,727,743,527

  • 10b · Land, buildings and equipment: accumulated depreciation

    $985,398,001

  • 10c · Land, buildings and equipment, net

    beginning of year $760,250,138 · end of year $742,345,526

  • 11 · Investments: publicly traded securities

    beginning of year $76,565,320 · end of year $48,650,117

  • 12 · Investments: other securities

    beginning of year $229,944,209 · end of year $283,478,835

  • 13 · Investments: program-related

    beginning of year $78,419,832 · end of year $83,377,664

  • 14 · Intangible assets

    beginning of year $24,672,465 · end of year $25,347,153

  • 15 · Other assets

    beginning of year $463,831,859 · end of year $230,293,947

  • 17 · Accounts payable and accrued expenses

    beginning of year $316,650,076 · end of year $320,807,317

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $5,267,005 · end of year $8,834,799

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $9,403 · end of year $10,227

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $17,968,795 · end of year $20,064,655

  • 25 · Other liabilities

    beginning of year $1,171,843,259 · end of year $652,947,991

  • 27 · Net assets without donor restrictions

    beginning of year $727,552,267 · end of year $896,828,538

  • 28 · Net assets with donor restrictions

    beginning of year $100,914,893 · end of year $105,630,382

Mission and programs · 2022

Mission

UMASS MEMORIAL HEALTH CARE IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICE, TEACHING AND RESEARCH.

  • 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 2023 KEY STATISTICS - TOTAL DISCHARGES: 38,231 TOTAL SURGICAL & ENDOSCOPY CASES: 50,730 TOTAL ER VISITS: 129,574

    Expenses $2,025,007,581 · Grants $2,039,996 · Revenue $2,286,560,384

  • 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.

    Expenses $600,201,375 · Grants $7,120,000 · Revenue $503,400,215

  • 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.

    Expenses $310,363,951 · Grants $18,698 · Revenue $484,102,855

  • 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 2023 KEY STATISTICS - TOTAL DISCHARGES: 10,554 TOTAL SURGICAL & ENDOSCOPY CASES: 11,782 TOTAL ER VISITS: 81,557

    Expenses $288,105,810 · Grants $12,000 · Revenue $344,881,498

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANDREW KARSON MD

    PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $857,295
    From this org
    $698,414
    From related orgs
    $0
    Other
    $158,881
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $498,758
    Bonus
    $131,056
    Other
    $68,600
    Deferred
    $114,893
    Nontaxable benefits
    $43,988
    Filer's total
    $857,295
  • ANN K MOLLOY

    VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • DOUGLAS S BROWN

    Secretary, UMM Medical Center, Inc., Officer & Director Various

    Total calculated
    $1,373,736
    From this org
    $0
    From related orgs
    $1,143,302
    Other
    $230,434
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,013 related
    Bonus
    $0 + $309,598 related
    Other
    $0 + $131,691 related
    Deferred
    $0 + $201,308 related
    Nontaxable benefits
    $0 + $29,126 related
    Filer's total
    $0 + $1,373,736 related
  • EDWARD MOORE

    PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS

    Total calculated
    $762,271
    From this org
    $722,750
    From related orgs
    $0
    Other
    $39,521
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $535,784
    Bonus
    $155,584
    Other
    $31,382
    Deferred
    $6,100
    Nontaxable benefits
    $33,421
    Filer's total
    $762,271
  • ELVIRA GUARDIOLA

    VICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ERIC W DICKSON MD

    President & CEO, UMMHC, Inc. & Affiliates, Director various

    Total calculated
    $3,120,083
    From this org
    $0
    From related orgs
    $2,661,590
    Other
    $458,493
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,419,939 related
    Bonus
    $0 + $1,010,047 related
    Other
    $0 + $231,604 related
    Deferred
    $0 + $406,523 related
    Nontaxable benefits
    $0 + $51,970 related
    Filer's total
    $0 + $3,120,083 related
  • HAROLD R LEMIEUX

    PRESIDENT, DIRECTOR, UMM REALTY, INC.

    Total calculated
    $35,862
    From this org
    $33,388
    From related orgs
    $0
    Other
    $2,474
    Hours/week
    40
  • JAMES WADDICK

    CHAIRPERSON, DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • JODY ANDERSON

    PRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.

    Total calculated
    $129,196
    From this org
    $123,098
    From related orgs
    $0
    Other
    $6,098
    Hours/week
    40
  • JOHN GREENWOOD

    PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $643,380
    From this org
    $517,852
    From related orgs
    $0
    Other
    $125,528
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $369,555
    Bonus
    $97,484
    Other
    $50,813
    Deferred
    $94,660
    Nontaxable benefits
    $30,868
    Filer's total
    $643,380
  • JOHN SHEA ESQ

    CHAIRPERSON, DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • LYNDA M YOUNG MD

    CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MICHAEL D MURPHY

    CHAIRPERSON, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL GUSTAFSON MD

    PRESIDENT UNTIL 9/2023, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS

    Total calculated
    $1,750,081
    From this org
    $1,476,983
    From related orgs
    $0
    Other
    $273,098
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $930,989
    Bonus
    $405,271
    Other
    $140,723
    Deferred
    $244,572
    Nontaxable benefits
    $28,526
    Filer's total
    $1,750,081
  • MICHAEL MAHAN

    CHAIRPERSON, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • PAUL KANGAS

    CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • RENEE MIKITARIAN-BRADLEY

    PRESIDENT UNTIL 9/2023, DIRECTOR, UMM REALTY, INC.

    Total calculated
    $251,648
    From this org
    $0
    From related orgs
    $201,640
    Other
    $50,008
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,811 related
    Bonus
    $0 + $19,479 related
    Other
    $0 + $350 related
    Deferred
    $0 + $20,408 related
    Nontaxable benefits
    $0 + $29,600 related
    Filer's total
    $0 + $251,648 related
  • ROBERT J PAULHUS JR

    CHAIRPERSON, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • SERGIO MELGAR

    EVP/CFO/Treasurer, UMM Health Care, Inc. Officer/DIR Various

    Total calculated
    $1,542,757
    From this org
    $0
    From related orgs
    $1,460,297
    Other
    $82,460
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $914,299 related
    Bonus
    $0 + $401,932 related
    Other
    $0 + $144,066 related
    Deferred
    $0 + $47,591 related
    Nontaxable benefits
    $0 + $34,869 related
    Filer's total
    $0 + $1,542,757 related
  • STEVEN ROACH

    PRESIDENT, DIR., CNEHA, INC. & MARLBOROUGH HOSP., OFF. & DIR. VARIOUS

    Total calculated
    $853,977
    From this org
    $730,975
    From related orgs
    $0
    Other
    $123,002
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $508,691
    Bonus
    $132,413
    Other
    $89,871
    Deferred
    $95,433
    Nontaxable benefits
    $27,569
    Filer's total
    $853,977
  • ALAN P BROWN MD

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $204,629
    From this org
    $161,482
    From related orgs
    $0
    Other
    $43,147
    Hours/week
    24

    Schedule J breakdown matched by us

    Base
    $145,472
    Bonus
    $16,010
    Other
    $0
    Deferred
    $8,505
    Nontaxable benefits
    $34,642
    Filer's total
    $204,629
  • AMY GRASSETTE

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • ANTHONY J DETARANDO

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • BARBARA KUPFER

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $0
    Hours/week
    1
  • BETH K MAZYCK MD

    Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various

    Total calculated
    $298,242
    From this org
    $255,458
    From related orgs
    $0
    Other
    $42,784
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $226,185
    Bonus
    $29,273
    Other
    $0
    Deferred
    $13,164
    Nontaxable benefits
    $29,620
    Filer's total
    $298,242
  • BHALCHANDRA PARULKAR MD

    DIRECTOR UNTIL 9/2023, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • BRIAN BOUVIER

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • CHARLES CAVAGNARO MD

    DIRECTOR, MARLBOROUGH HOSPITAL, Director various

    Total calculated
    $520,853
    From this org
    $501,934
    From related orgs
    $0
    Other
    $18,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $439,460
    Bonus
    $57,411
    Other
    $5,063
    Deferred
    $11,750
    Nontaxable benefits
    $7,169
    Filer's total
    $520,853
  • CHERYL LAPRIORE

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $368,025
    From this org
    $322,231
    From related orgs
    $0
    Other
    $45,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,276
    Bonus
    $70,792
    Other
    $65,163
    Deferred
    $31,330
    Nontaxable benefits
    $14,464
    Filer's total
    $368,025
  • CHRISTOPHER HENDRY

    DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • CHRISTOPHER MARSHALL MD

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $685,294
    From this org
    $638,523
    From related orgs
    $0
    Other
    $46,771
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $451,932
    Bonus
    $186,591
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $31,521
    Filer's total
    $685,294
  • DAVID L BENNETT

    DIRECTOR, UMM MEDICAL CENTER, INC., Director various

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DEBORAH BOYD

    VICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • DEBRA TWEHOUS

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $274,577
    From this org
    $222,879
    From related orgs
    $0
    Other
    $51,698
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $215,735
    Bonus
    $7,119
    Other
    $25
    Deferred
    $11,785
    Nontaxable benefits
    $39,913
    Filer's total
    $274,577
  • DIANE MCKEE MD

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • DIX F DAVIS

    DIRECTOR UNTIL 9/2023, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • DONATA MARTIN

    DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • ELLEN DORIAN

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • EVAN BENJAMIN MD

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • FRANCESCO AIELLO MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $565,245
    From this org
    $478,659
    From related orgs
    $0
    Other
    $86,586
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $276,634
    Bonus
    $202,000
    Other
    $25
    Deferred
    $15,250
    Nontaxable benefits
    $71,336
    Filer's total
    $565,245
  • FRANCIS SWEENEY

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $0
    Hours/week
    1
  • FRANK POWERS MD

    DIRECTOR HARRINGTON PHYSICIAN SERVICES, INC

    Total calculated
    $0
    Hours/week
    1
  • FREDERICK G CROCKER

    DIRECTOR, UMM HEALTH VENTURES, INC.

    Total calculated
    $0
    Hours/week
    1
  • GERALDINE VAUGHAN

    TREASURER, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS

    Total calculated
    $590,209
    From this org
    $535,195
    From related orgs
    $0
    Other
    $55,014
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $407,318
    Bonus
    $107,900
    Other
    $19,977
    Deferred
    $21,056
    Nontaxable benefits
    $33,958
    Filer's total
    $590,209
  • GERARD P RICHER

    DIRECTOR UNTIL 9/2023, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • GINA PLATA-NINO

    DIRECTOR UNTIL 9/2023, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • JACK WILSON

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC.

    Total calculated
    $0
    Hours/week
    1
  • JAMES FAUST MD

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • JAMES LEARY

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $414,845
    From this org
    $0
    From related orgs
    $335,626
    Other
    $79,219
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,364 related
    Bonus
    $0 + $55,124 related
    Other
    $0 + $27,138 related
    Deferred
    $0 + $44,116 related
    Nontaxable benefits
    $0 + $35,103 related
    Filer's total
    $0 + $414,845 related
  • JEAN KING PHD

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JEAN MCMURRAY

    DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JENNIFER REIDY MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $298,149
    From this org
    $245,827
    From related orgs
    $0
    Other
    $52,322
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $204,391
    Bonus
    $41,386
    Other
    $50
    Deferred
    $12,642
    Nontaxable benefits
    $39,680
    Filer's total
    $298,149
  • JIM NOTARO

    DIRECTOR UNTIL 9/2023, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • JOANNE JOHNSON

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • JOHAD TOURE

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC.

    Total calculated
    $354,615
    From this org
    $322,447
    From related orgs
    $0
    Other
    $32,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,717
    Bonus
    $85,329
    Other
    $6,401
    Deferred
    $5,538
    Nontaxable benefits
    $26,630
    Filer's total
    $354,615
  • JOHN GOBRON

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • JOHN M MCGLONE

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • JOHN TUMOLO MD

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS UNTIL 9/23

    Total calculated
    $0
    Hours/week
    1
  • JORDAN EISENSTOCK MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $5,305
    From this org
    $4,871
    From related orgs
    $0
    Other
    $434
    Hours/week
    1
  • JOSE DINGUI

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • JOSEPH G LEANDRES

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • JOSEPH TENNYSON

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $435,365
    From this org
    $365,654
    From related orgs
    $0
    Other
    $69,711
    Hours/week
    37

    Schedule J breakdown matched by us

    Base
    $273,729
    Bonus
    $91,725
    Other
    $200
    Deferred
    $15,250
    Nontaxable benefits
    $54,461
    Filer's total
    $435,365
  • JOSEPHINE FOWLER MD

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $303,477
    From this org
    $260,735
    From related orgs
    $0
    Other
    $42,742
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,477
    Bonus
    $31,058
    Other
    $200
    Deferred
    $13,190
    Nontaxable benefits
    $29,552
    Filer's total
    $303,477
  • KATHLEEN CHARETTE

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • KEITH REARDON

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • KEVIN REED

    DIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director various

    Total calculated
    $0
    Hours/week
    1
  • KIMBERLY EISENSTOCK MD

    DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2023

    Total calculated
    $405,057
    From this org
    $344,308
    From related orgs
    $0
    Other
    $60,749
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,398
    Bonus
    $56,660
    Other
    $250
    Deferred
    $15,250
    Nontaxable benefits
    $45,499
    Filer's total
    $405,057
  • KIMBERLY GAIL WATSON EBB MD

    DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $519,563
    From this org
    $464,458
    From related orgs
    $0
    Other
    $55,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,875
    Bonus
    $150,483
    Other
    $100
    Deferred
    $15,250
    Nontaxable benefits
    $39,855
    Filer's total
    $519,563
  • KIMBERLY ROBINSON MD

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • KIMBERLY SALMON

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $0
    Hours/week
    1
  • KIMBERLY YONKERS

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $361,469
    From this org
    $309,666
    From related orgs
    $0
    Other
    $51,803
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $279,666
    Bonus
    $30,000
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $36,553
    Filer's total
    $361,469
  • KIMIYOSHI KOBAYASHI MD

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $631,490
    From this org
    $535,494
    From related orgs
    $0
    Other
    $95,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $368,790
    Bonus
    $118,292
    Other
    $48,412
    Deferred
    $49,269
    Nontaxable benefits
    $46,727
    Filer's total
    $631,490
  • LALITA MATTA MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $38,349
    From this org
    $38,349
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • LESLIE BOVENZI

    DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • LISA COLOMBO

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • LUIS J MASEDA

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • MARK PALMERINO

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • MARY E MALONEY MD

    DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC.

    Total calculated
    $413,074
    From this org
    $345,248
    From related orgs
    $0
    Other
    $67,826
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $311,918
    Bonus
    $33,330
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $52,576
    Filer's total
    $413,074
  • MATTHEW TRAINOR MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $483,835
    From this org
    $426,889
    From related orgs
    $0
    Other
    $56,946
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $309,013
    Bonus
    $117,876
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $41,696
    Filer's total
    $483,835
  • MAX ROSEN MD

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $540,910
    From this org
    $505,768
    From related orgs
    $0
    Other
    $35,142
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $475,693
    Bonus
    $30,000
    Other
    $75
    Deferred
    $15,250
    Nontaxable benefits
    $19,892
    Filer's total
    $540,910
  • MICHAEL COLLINS MD

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MICHAEL ENGEL

    DIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MICHAEL F O'BRIEN

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL RIVARD

    DIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL W AMES

    DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • MICHELLE L O'ROURKE DNPRN CCRN

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS

    Total calculated
    $261,528
    From this org
    $222,621
    From related orgs
    $0
    Other
    $38,907
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,603
    Bonus
    $20,968
    Other
    $50
    Deferred
    $7,023
    Nontaxable benefits
    $31,884
    Filer's total
    $261,528
  • MITCHELL SOKOLOFF MD

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $836,839
    From this org
    $764,414
    From related orgs
    $0
    Other
    $72,425
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $734,414
    Bonus
    $30,000
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $57,175
    Filer's total
    $836,839
  • NANCY KANE

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • NAOMI SLEEPER

    DIRECTOR, UMM HEALTH VENTURES, INC.

    Total calculated
    $0
    Hours/week
    1
  • NATALIE STANLEY DMD

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • PETER KNOX

    DIRECTOR UNTIL 9/2023, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • PHILIP E PURCELL

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • RACHEL LOPEZ

    DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC. Director various

    Total calculated
    $0
    Hours/week
    1
  • RANDALL V BECKER

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • RAYMOND PAWLICKI

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • RICARDO BELLO MD

    DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC.

    Total calculated
    $561,079
    From this org
    $511,198
    From related orgs
    $0
    Other
    $49,881
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $493,648
    Bonus
    $17,350
    Other
    $200
    Deferred
    $15,250
    Nontaxable benefits
    $34,631
    Filer's total
    $561,079
  • RICHARD K BENNETT

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • RICHARD SIEGRIST

    DIRECTOR, UMM MEDICAL CENTER, INC

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ROBERT BABINEAU JR MD

    DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $457,108
    From this org
    $412,013
    From related orgs
    $0
    Other
    $45,095
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $394,513
    Bonus
    $17,500
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $29,845
    Filer's total
    $457,108
  • ROBERT FISHMAN DO FACP

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $0
    Hours/week
    1
  • ROBERT MUENZBERG JR

    DIRECTOR UNTIL 9/2023, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • ROSEMARY THOMSEN

    DIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • SARAI RIVERA

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • SEAN ROSE

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • STEVEN KERRIGAN

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $0
    Hours/week
    1
  • SUSAN MAILMAN

    DIRECTOR, UMM MEDICAL CENTER, INC.

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • TAMMY GRAVEL

    DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $0
    Hours/week
    1
  • TERENCE FLOTTE MD

    DIRECTOR, UMM MEDICAL CENTER, INC., Director various

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • THERESE DAY

    DIRECTOR, UMM HEALTH VENTURES, INC.

    Total calculated
    $628,030
    From this org
    $510,348
    From related orgs
    $0
    Other
    $117,682
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $352,034
    Bonus
    $92,810
    Other
    $65,504
    Deferred
    $87,412
    Nontaxable benefits
    $30,270
    Filer's total
    $628,030
  • THOMAS JOHNSON MD

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • VALERIE ZOLEZZI-WYNDHAM

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $0
    Hours/week
    1
  • VIBHA SHARMA MD

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • WILLIAM CORBETT MD

    Director Until 9/2023, UMM HealthAlliance-Clinton Hosp. , Inc., Director various

    Total calculated
    $856,514
    From this org
    $783,327
    From related orgs
    $0
    Other
    $73,187
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $460,485
    Bonus
    $127,156
    Other
    $195,686
    Deferred
    $34,678
    Nontaxable benefits
    $38,509
    Filer's total
    $856,514
  • WILLIAM FISHER

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1
  • WILLIAM MCGRAIL ESQ

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC.

    Total calculated
    $0
    Hours/week
    1
  • XIMENA M CASTRO MD

    DIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $409,508
    From this org
    $369,421
    From related orgs
    $0
    Other
    $40,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,624
    Bonus
    $91,797
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $24,837
    Filer's total
    $409,508
  • ANN-MARIA D'AMBRA

    ASSISTANT SECRETARY UNTIL 9/2023, MARLBOROUGH HOSPITAL

    Total calculated
    $86,961
    From this org
    $56,813
    From related orgs
    $0
    Other
    $30,148
    Hours/week
    40
  • CELESTE STRAIGHT

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $426,543
    From this org
    $305,295
    From related orgs
    $0
    Other
    $121,248
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,645
    Bonus
    $52,625
    Other
    $25
    Deferred
    $15,250
    Nontaxable benefits
    $105,998
    Filer's total
    $426,543
  • FRANCIS W SMITH

    Secretary, UMM Medical Group, Inc., Officer various

    Total calculated
    $372,281
    From this org
    $0
    From related orgs
    $307,679
    Other
    $64,602
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,919 related
    Bonus
    $0 + $52,316 related
    Other
    $0 + $10,444 related
    Deferred
    $0 + $33,660 related
    Nontaxable benefits
    $0 + $30,942 related
    Filer's total
    $0 + $372,281 related
  • GORDON BENSON

    PRESIDENT, COMMUNITY HEALTHLINK, INC

    Total calculated
    $0
    Hours/week
    1
  • JEANNE SHIRSHAC

    TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $444,811
    From this org
    $0
    From related orgs
    $357,501
    Other
    $87,310
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,815 related
    Bonus
    $0 + $56,726 related
    Other
    $0 + $32,960 related
    Deferred
    $0 + $58,422 related
    Nontaxable benefits
    $0 + $28,888 related
    Filer's total
    $0 + $444,811 related
  • JOHN GLASSBURN

    SECRETARY, UMM COMMUNITY HOSPITALS, INC., OFFICER VARIOUS

    Total calculated
    $288,755
    From this org
    $0
    From related orgs
    $239,720
    Other
    $49,035
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,002 related
    Bonus
    $0 + $18,693 related
    Other
    $0 + $25 related
    Deferred
    $0 + $20,773 related
    Nontaxable benefits
    $0 + $28,262 related
    Filer's total
    $0 + $288,755 related
  • KATHARINE BOLLAND ESHGHI

    ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC.

    Total calculated
    $787,438
    From this org
    $0
    From related orgs
    $649,362
    Other
    $138,076
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $460,434 related
    Bonus
    $0 + $122,200 related
    Other
    $0 + $66,728 related
    Deferred
    $0 + $105,335 related
    Nontaxable benefits
    $0 + $32,741 related
    Filer's total
    $0 + $787,438 related
  • LATAMARA LUNDI

    PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023

    Total calculated
    $414,870
    From this org
    $0
    From related orgs
    $359,241
    Other
    $55,629
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,446 related
    Bonus
    $0 + $76,180 related
    Other
    $0 + $4,615 related
    Deferred
    $0 + $27,876 related
    Nontaxable benefits
    $0 + $27,753 related
    Filer's total
    $0 + $414,870 related
  • MAUREEN CROTEAU

    ASSISTANT CLERK, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., OFFICER VARIOUS

    Total calculated
    $117,253
    From this org
    $85,329
    From related orgs
    $0
    Other
    $31,924
    Hours/week
    40
  • MELLISA ROSSI

    ASSISTANT SECRETARY, UMM HARRINGTON HOSPITAL INC. OFFICER VARIOUS

    Total calculated
    $0
    Hours/week
    1
  • SHLOMIT SCHAAL MD

    PRESIDENT, DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, INC.

    Total calculated
    $747,325
    From this org
    $685,937
    From related orgs
    $0
    Other
    $61,388
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $585,937
    Bonus
    $100,000
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $46,138
    Filer's total
    $747,325
  • STEVEN MCCUE

    ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.

    Total calculated
    $445,943
    From this org
    $389,996
    From related orgs
    $0
    Other
    $55,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,035
    Bonus
    $45,911
    Other
    $50
    Deferred
    $28,029
    Nontaxable benefits
    $27,918
    Filer's total
    $445,943
  • TAMMY HANEY

    ASSISTANT CLERK, COMMUNITY HEALTHLINK, INC.

    Total calculated
    $0
    Hours/week
    1
  • ALICE A SHAKMAN

    SVP, CLINICAL SVCS

    Total calculated
    $478,776
    From this org
    $424,515
    From related orgs
    $0
    Other
    $54,261
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $293,266
    Bonus
    $76,554
    Other
    $54,695
    Deferred
    $40,702
    Nontaxable benefits
    $13,559
    Filer's total
    $478,776
  • BRIAN HUGGINS

    SVP FINANCE/CORPORATE CONTROLLER

    Total calculated
    $504,419
    From this org
    $0
    From related orgs
    $452,343
    Other
    $52,076
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,381 related
    Bonus
    $0 + $92,820 related
    Other
    $0 + $11,142 related
    Deferred
    $0 + $18,123 related
    Nontaxable benefits
    $0 + $33,953 related
    Filer's total
    $0 + $504,419 related
  • CATHERINE ROSSI

    SVP HEALTH SYSTEM CONTRACTING

    Total calculated
    $476,732
    From this org
    $0
    From related orgs
    $387,597
    Other
    $89,135
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,509 related
    Bonus
    $0 + $61,917 related
    Other
    $0 + $33,171 related
    Deferred
    $0 + $60,172 related
    Nontaxable benefits
    $0 + $28,963 related
    Filer's total
    $0 + $476,732 related
  • DIANNA J CAFFARENA

    SVP, AMBULATORY SVCS

    Total calculated
    $496,869
    From this org
    $436,418
    From related orgs
    $0
    Other
    $60,451
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $314,403
    Bonus
    $81,151
    Other
    $40,864
    Deferred
    $56,632
    Nontaxable benefits
    $3,819
    Filer's total
    $496,869
  • ERIC J ALPER MD

    SVP CQO & CHF INFORMATICS OFF

    Total calculated
    $812,481
    From this org
    $0
    From related orgs
    $671,815
    Other
    $140,666
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $461,781 related
    Bonus
    $0 + $139,545 related
    Other
    $0 + $70,489 related
    Deferred
    $0 + $96,201 related
    Nontaxable benefits
    $0 + $44,465 related
    Filer's total
    $0 + $812,481 related
  • JACK W BAILEY

    SVP, CLINICAL SVCS UNTIL 9/2023

    Total calculated
    $433,343
    From this org
    $387,393
    From related orgs
    $0
    Other
    $45,950
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $280,160
    Bonus
    $74,391
    Other
    $32,842
    Deferred
    $15,792
    Nontaxable benefits
    $30,158
    Filer's total
    $433,343
  • JAMES P CYR

    SVP, SURGICAL & PROCEDURAL SVCS

    Total calculated
    $507,760
    From this org
    $437,981
    From related orgs
    $0
    Other
    $69,779
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $278,010
    Bonus
    $74,828
    Other
    $85,143
    Deferred
    $35,762
    Nontaxable benefits
    $34,017
    Filer's total
    $507,760
  • JOHN R SALZBERG

    SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/2023

    Total calculated
    $603,533
    From this org
    $0
    From related orgs
    $500,124
    Other
    $103,409
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,480 related
    Bonus
    $0 + $130,377 related
    Other
    $0 + $39,267 related
    Deferred
    $0 + $74,619 related
    Nontaxable benefits
    $0 + $28,790 related
    Filer's total
    $0 + $603,533 related
  • JOHN T RANDOLPH

    VP, CHIEF CORPORATE COMPLIANCE

    Total calculated
    $944,940
    From this org
    $0
    From related orgs
    $880,679
    Other
    $64,261
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,481 related
    Bonus
    $0 + $70,325 related
    Other
    $0 + $544,873 related
    Deferred
    $0 + $35,346 related
    Nontaxable benefits
    $0 + $28,915 related
    Filer's total
    $0 + $944,940 related
  • JUSTIN PRECOURT

    SVP, PATIENT CARE SVCS & CNO

    Total calculated
    $712,793
    From this org
    $604,796
    From related orgs
    $0
    Other
    $107,997
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $431,133
    Bonus
    $119,600
    Other
    $54,063
    Deferred
    $74,500
    Nontaxable benefits
    $33,497
    Filer's total
    $712,793
  • KATHLEEN DRISCOLL

    SVP, CHIEF PHILANTHROPHY OFC

    Total calculated
    $635,000
    From this org
    $0
    From related orgs
    $587,682
    Other
    $47,318
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $416,600 related
    Bonus
    $0 + $107,936 related
    Other
    $0 + $63,146 related
    Deferred
    $0 + $34,528 related
    Nontaxable benefits
    $0 + $12,790 related
    Filer's total
    $0 + $635,000 related
  • ROBIN L SODANO

    VP, INFORMATION SYSTEMS

    Total calculated
    $733,133
    From this org
    $0
    From related orgs
    $626,472
    Other
    $106,661
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,370 related
    Bonus
    $0 + $155,550 related
    Other
    $0 + $53,552 related
    Deferred
    $0 + $78,134 related
    Nontaxable benefits
    $0 + $28,527 related
    Filer's total
    $0 + $733,133 related
  • TOD WIESMAN

    VP, OPD,CHIEF LEARNING OFFICER

    Total calculated
    $551,118
    From this org
    $0
    From related orgs
    $452,160
    Other
    $98,958
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,101 related
    Bonus
    $0 + $92,582 related
    Other
    $0 + $30,477 related
    Deferred
    $0 + $63,220 related
    Nontaxable benefits
    $0 + $35,738 related
    Filer's total
    $0 + $551,118 related
  • VICTORIA MCCANDLESS

    VP SYS CEO COMM OFC/ASSOC COS

    Total calculated
    $381,241
    From this org
    $0
    From related orgs
    $344,458
    Other
    $36,783
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,590 related
    Bonus
    $0 + $67,800 related
    Other
    $0 + $7,068 related
    Deferred
    $0 + $25,686 related
    Nontaxable benefits
    $0 + $11,097 related
    Filer's total
    $0 + $381,241 related
  • ARNO S SUNGARIAN MD

    PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP

    Total calculated
    $1,313,062
    From this org
    $1,186,093
    From related orgs
    $0
    Other
    $126,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,020,917
    Bonus
    $165,151
    Other
    $25
    Deferred
    $15,250
    Nontaxable benefits
    $111,719
    Filer's total
    $1,313,062
  • DEMETRIUS LITWIN MD

    PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP

    Total calculated
    $999,295
    From this org
    $858,061
    From related orgs
    $0
    Other
    $141,234
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $665,806
    Bonus
    $192,180
    Other
    $75
    Deferred
    $15,250
    Nontaxable benefits
    $125,984
    Filer's total
    $999,295
  • GERALD T MCGILLICUDDY MD

    PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP

    Total calculated
    $960,762
    From this org
    $830,083
    From related orgs
    $0
    Other
    $130,679
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $812,558
    Bonus
    $17,500
    Other
    $25
    Deferred
    $15,250
    Nontaxable benefits
    $115,429
    Filer's total
    $960,762
  • MICHAEL P STAUFF

    INTERIM CLINICAL DEPART CHAIR

    Total calculated
    $842,086
    From this org
    $792,583
    From related orgs
    $0
    Other
    $49,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $442,776
    Bonus
    $349,607
    Other
    $200
    Deferred
    $15,250
    Nontaxable benefits
    $34,253
    Filer's total
    $842,086
  • MUSTAFA AKYUREK MD

    PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP

    Total calculated
    $870,133
    From this org
    $824,338
    From related orgs
    $0
    Other
    $45,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,885
    Bonus
    $534,453
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $30,545
    Filer's total
    $870,133
  • BART METZGER

    FORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022

    Total calculated
    $653,934
    From this org
    $0
    From related orgs
    $620,601
    Other
    $33,333
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $121,297 related
    Bonus
    $0 + $82,124 related
    Other
    $0 + $417,180 related
    Deferred
    $0 + $25,232 related
    Nontaxable benefits
    $0 + $8,101 related
    Filer's total
    $0 + $653,934 related
  • BENCY LOUIDOR-PAULYNICE

    FORMER DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $146,754
    From this org
    $107,268
    From related orgs
    $0
    Other
    $39,486
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $98,779
    Bonus
    $8,489
    Other
    $0
    Deferred
    $6,334
    Nontaxable benefits
    $33,152
    Filer's total
    $146,754
  • JOHN BRONHARD

    FORMER OFFICER UNTIL 10/1/18

    Total calculated
    $435,830
    From this org
    $396,515
    From related orgs
    $0
    Other
    $39,315
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $341,943
    Bonus
    $54,032
    Other
    $540
    Deferred
    $7,950
    Nontaxable benefits
    $31,365
    Filer's total
    $435,830
  • MARK JOHNSON MD

    FORMER DIRECTOR UNTIL 9/20/2022, UMM HEALTH CARE, INC.

    Total calculated
    $1,114,740
    From this org
    $987,485
    From related orgs
    $0
    Other
    $127,255
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $957,485
    Bonus
    $30,000
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $112,005
    Filer's total
    $1,114,740
  • MICHELE STREETER

    FORMER DIRECTOR , UMM COMMUNITY HOSPITALS, INC. UNTIL 9/30/2023

    Total calculated
    $442,893
    From this org
    $398,039
    From related orgs
    $0
    Other
    $44,854
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $151,149
    Bonus
    $178,900
    Other
    $67,990
    Deferred
    $21,300
    Nontaxable benefits
    $23,554
    Filer's total
    $442,893
  • ROBERT FELDMAN

    FORMER SVP, FINANCE/CORPORATE CONTROLLER UNTIL 1/25/21

    Total calculated
    $256,652
    From this org
    $0
    From related orgs
    $251,312
    Other
    $5,340
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $65,036 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $86,276 related
    Deferred
    $0 + $2,328 related
    Nontaxable benefits
    $0 + $3,012 related
    Filer's total
    $0 + $256,652 related
  • STEPHEN TOSI

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $608,158
    From this org
    $565,448
    From related orgs
    $0
    Other
    $42,710
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $431,023
    Bonus
    $134,425
    Other
    $0
    Deferred
    $6,100
    Nontaxable benefits
    $36,610
    Filer's total
    $608,158
  • THOMAS SULLIVAN

    FORMER TREASURER UNTIL 9/2022, UMMH - HARRINGTON HOSPTIAL, INC. OFFICER VARIOUS

    Total calculated
    $259,553
    From this org
    $245,062
    From related orgs
    $0
    Other
    $14,491
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $183,634
    Bonus
    $59,450
    Other
    $1,978
    Deferred
    $7,411
    Nontaxable benefits
    $7,080
    Filer's total
    $259,553
  • TIMOTHY A TARNOWSKI

    FORMER SVP, CHIEF INFO OFFICER & CTO UNTIL 12/18/19

    Total calculated
    $306,063
    From this org
    $0
    From related orgs
    $306,063
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $306,063 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $306,063 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
34 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 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD: OFFICERS, DIRECTORS, TRUSTEES: BOLLAND ESHGHI, KATHARINE $44,305 BROWN, DOUGLAS S. $104,407 DICKSON, ERIC W., MD $204,894 MELGAR, SERGIO $113,870 CORBETT, WILLIAM, MD $174,100 DAY, THERESE $48,619 GREENWOOD, JOHN $35,281 GUSTAFSON, MD, MICHAEL $111,533 KARSON, ANDREW $42,339 KOBAYASHI, KIMIYOSHI $35,141 LEARY, JAMES $16,852 PRECOURT, JUSTIN $36,487 ROACH, STEVEN $70,170 SHIRSHAC, JEANNE $21,024 STREETER, MICHELE $63,186 SUBTOTAL OFF, DIR, TRUSTEES $1,122,208 KEY EMPLOYEES: ALPER, MD, ERIC J $48,321 BAILEY, JACK W $27,713 DRISCOLL, KATHLEEN $43,599 RANDOLPH, JOHN T. $532,682 SODANO, ROBIN L. $37,836 SALZBERG, JOHN R. $23,814 ROSSI, CATHERINE M. $21,209 WIESMAN, TOD G. $14,457 CAFFARENA, DIANNA J. $24,689 CYR, JAMES P. $71,563 SHAKMAN, ALICE $40,844 SUBTOTAL KEY EMPLOYEES $886,727 FORMER: SWENSON, DANA E. $798,300 TARNOWSKI, TIMOTHY A. $306,063 LAPRIORE, CHERYL $56,072 METZGER, BART $63,149 SUBTOTAL FORMER $1,223,584 TOTAL $2,693,425 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): KEY EMPLOYEES: HUGGINS, BRIAN MCCANDLESS, VICTORIA MOORE, EDWARD SMITH, FRANCIS TOURE, JOHAD VAUGHAN, GERALDINE
Schedule J, Part I, Line 3 CEO/Executive Director paid by related organization
Eric W. Dickson, MD is President & CEO of UMass Memorial Health Care, Inc. and Affiliates, which includes all entities in this Group 990. As top management official, he is paid by UMass Memorial Health Care, Inc. (Parent), a related organization.
Schedule J, Part II Compensation to Directors
THE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR.
Schedule J, Part II Compensation to employees
Compensation to employees reported in Part VII and Schedule J is paid by UMass Memorial Health Care, Inc. and Affiliates only. Some of our physicians are also employed by UMass Chan Medical School - University of Massachusetts, an unrelated entity for tax purposes.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • 3. Primary purpose of the academic investment funds is to support the University of Massachusetts Medical School programs. - $7,100,000

  • 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. 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.

  • 4. Support for Caring for Physicians Health Campaign. Physician Health, Inc. is to provide confidential consultation and support to physicians, residents, and medical students- Malpractice captive's portion of the aggregate contribution.

  • 5. Support for American Heart Association

  • 6. Support for Leominster Flood Relief

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Quinsigamond Realty LLC

    Real Estate · MA · income $2,361,840 · assets $26,943,162

    Directly controlled by UMass Memorial Health Ventures Inc

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Memorial Office Condomium Trust

    Trust · Condominium association · MA · 61.09% owned · share of income $161,488 · controlled entity

    Directly controlled by UMass Memorial Realty Inc

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202402279349301320

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