Form 990 for tax year 2023
Filed by UMASS MEMORIAL HEALTH CARE INC.
Totals
- Total revenue
- $692,531,729
- Total expenses
- $684,274,355
- Contributions and grants received
- $48,482,023
- Grants paid
- $6,213,198
- Program service revenue
- $603,858,570
- Investment income
- $39,541,643
- Other revenue
- $649,493
- Total assets, end of year
- $2,279,779,491
- Total liabilities, end of year
- $1,305,261,487
- Net assets or fund balances, end of year
- $974,518,004
- Program services expenses (Part IX)
- $600,169,016
- Management and general expenses
- $80,446,203
- Fundraising expenses
- $3,659,136
- Program service expenses (Part III)
- $600,169,016
Program services were 87.7% 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
$428,238
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$40,964,255
-
1f · All other contributions, gifts and grants
$7,089,530
-
1g · Noncash contributions included above
$41,577
-
2a · Program service revenue: System allocation premium
total $435,310,859 · related or exempt $435,310,859 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Medicaid Supplemental Funds
total $67,950,061 · related or exempt $67,950,061 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Professional liability revenue
total $34,160,762 · related or exempt $34,160,762 · unrelated business $0 · excluded $0
-
2d · Program service revenue: Workers compensation premium
total $13,352,617 · related or exempt $13,352,617 · unrelated business $0 · excluded $0
-
2e · Program service revenue: General insurance premium
total $5,149,611 · related or exempt $5,149,611 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $47,934,660 · related or exempt $47,934,660 · unrelated business $0 · excluded $0
-
3 · Investment income
total $39,541,643 · related or exempt $0 · unrelated business -$3,514 · excluded $39,545,157
-
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 $44,983 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $44,983 · personal property $0
-
6d · Net rental income or loss
total $44,983 · related or exempt $0 · unrelated business $0 · excluded $44,983
-
7a · Gross sales of assets other than inventory
securities $0 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $0
-
7c · Gain or loss
securities $0 · other assets $0
-
7d · Net gain or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
8a · Fundraising events: gross income
$1,032,764
-
8a · Fundraising events: contributions included on line 1c
$428,238
-
8b · Fundraising events: direct expenses
$428,254
-
8c · Net income from fundraising events
total $604,510 · excluded $604,510
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $6,183,063 · program services $6,183,063
-
2 · Grants to domestic individuals
total $30,135 · program services $30,135
-
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 $16,211,030 · program services $16,211,030 · management and general $0 · fundraising $0
-
6 · Compensation of disqualified persons
total $686,779 · program services $686,779 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $195,328,127 · program services $147,735,325 · management and general $45,523,573 · fundraising $2,069,229
-
8 · Pension plan contributions
total $0 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $32,803,806 · program services $23,688,642 · management and general $8,333,994 · fundraising $781,170
-
10 · Payroll taxes
total $14,972,720 · program services $14,972,720 · management and general $0 · fundraising $0
-
11a · Fees: management
total $117,535 · program services $117,535 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $4,342,997 · program services $0 · management and general $4,342,997 · fundraising $0
-
11c · Fees: accounting
total $1,791,807 · program services $0 · management and general $1,791,807 · 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 $990,785 · program services $990,785 · management and general $0 · fundraising $0
-
11g · Fees: other
total $136,877,088 · program services $122,657,601 · management and general $13,836,855 · fundraising $382,632
-
12 · Advertising and promotion
total $2,314,276 · program services $2,314,276 · management and general $0 · fundraising $0
-
13 · Office expenses
total $15,567,363 · program services $15,113,636 · management and general $340,891 · fundraising $112,836
-
14 · Information technology
total $91,630,546 · program services $90,135,020 · management and general $1,348,914 · fundraising $146,612
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $8,598,923 · program services $4,735,591 · management and general $3,825,393 · fundraising $37,939
-
17 · Travel
total $878,330 · program services $188,958 · management and general $689,372 · 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 $276,254 · program services $0 · management and general $276,254 · fundraising $0
-
20 · Interest
total $36,450,741 · program services $36,450,741 · 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 $47,662,206 · program services $47,657,564 · management and general $4,642 · fundraising $0
-
23 · Insurance
total $35,174,665 · program services $35,145,880 · management and general $28,785 · fundraising $0
-
24a · Other expenses: Medical education services
total $28,956,650 · program services $28,956,650
-
24b · Other expenses: Medical supplies
total $702,885 · program services $702,885 · management and general $0 · fundraising $0
-
24c · Other expenses: Other expenses
total $5,725,644 · program services $5,494,200 · management and general $102,726 · fundraising $128,718
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $206,688,533 · end of year $463,585,306
-
2 · Savings and temporary cash investments
beginning of year $417,448,327 · end of year $383,047,615
-
3 · Pledges and grants receivable
beginning of year $950,361 · end of year $2,770,905
-
4 · Accounts receivable
beginning of year $9,741,472 · end of year -$54,821,365
-
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 $21,674,311 · end of year $405,127,723
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $47,603,747 · end of year $50,602,607
-
10a · Land, buildings and equipment: cost or other basis
$518,526,209
-
10b · Land, buildings and equipment: accumulated depreciation
$245,862,436
-
10c · Land, buildings and equipment, net
beginning of year $245,586,889 · end of year $272,663,773
-
11 · Investments: publicly traded securities
beginning of year $22,445,430 · end of year $0
-
12 · Investments: other securities
beginning of year $408,446,962 · end of year $488,915,670
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $65,075,598 · end of year $96,648,004
-
15 · Other assets
beginning of year $433,114,343 · end of year $171,239,253
-
17 · Accounts payable and accrued expenses
beginning of year $171,285,925 · end of year $221,976,709
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $607,384 · end of year $367,468
-
20 · Tax-exempt bond liabilities
beginning of year $399,794,694 · end of year $412,246,616
-
21 · Escrow or custodial account liability
beginning of year $4,481,651 · end of year $4,164,088
-
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 $371,964,981 · end of year $323,564,793
-
24 · Unsecured notes and loans payable
beginning of year $46,236,751 · end of year $40,000,000
-
25 · Other liabilities
beginning of year $190,964,918 · end of year $302,941,813
-
27 · Net assets without donor restrictions
beginning of year $628,558,441 · end of year $897,917,165
-
28 · Net assets with donor restrictions
beginning of year $64,881,228 · end of year $76,600,839
Mission and programs · 2023
Mission
UMASS MEMORIAL HEALTH CARE, INC. IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE OF CENTRAL NEW ENGLAND THROUGH EXCELLENCE IN CLINICAL CARE, SERVICES, TEACHING, AND RESEARCH.
Activities or mission (Part I)
To support, develop and coordinate an integrated health care delivery system that includes multiple health care facilities and providers. To receive in trust, from whatever source, and administer gifts and grants, whether restricted or for a specific purpose. To promote services and programs that are charitable, scientific or educational and that address the physical and mental needs of the community at large, provided the corporation shall operate exclusively for the benefit of the Medical Center and other charitable organizations or hospitals that are under common control.
-
TO SUPPORT THE ADVANCEMENT OF THE KNOWLEDGE, EDUCATION, RESEARCH, AND PRACTICE OF HEALTH CARE RELATED SERVICES THROUGH THE OVERSIGHT OF UMASS MEMORIAL HEALTH CARE OPERATIONS AND THE EFFICIENT DELIVERY OF SUPPORT SERVICES.
Expenses $600,169,016 · Grants $6,213,198 · Revenue $603,858,570
As filed on the 2023 return.
Listed in Part VII
-
Elvira GuardiolaELVIRA GUARDIOLA
VICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Eric W Dickson MDERIC W DICKSON MD
PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $3,915,336
- From this org
- $3,438,759
- From related orgs
- $0
- Other
- $476,577
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $1,562,653
- Bonus
- $1,847,395
- Other
- $28,711
- Deferred
- $421,605
- Nontaxable benefits
- $54,972
- Filer's total
- $3,915,336
-
Gordon BensonGORDON BENSON
PRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VARIOUS
- Total calculated
- $213,915
- From this org
- $0
- From related orgs
- $178,072
- Other
- $35,843
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $160,572 related
- Bonus
- $0 + $17,500 related
- Other
- $0
- Deferred
- $0 + $3,318 related
- Nontaxable benefits
- $0 + $32,525 related
- Filer's total
- $0 + $213,915 related
-
Lynda M Young MDLYNDA M YOUNG MD
CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Brian J EarlyBRIAN J EARLY
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1
-
David L BennettDAVID L BENNETT
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Evan Benjamin MDEVAN BENJAMIN MD
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jean King PhDJEAN KING PHD
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jean McMurrayJEAN MCMURRAY
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Leslie BovenziLESLIE BOVENZI
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa ColomboLISA COLOMBO
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael Collins MDMICHAEL COLLINS MD
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael EngelMICHAEL ENGEL
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael F O'BrienMICHAEL F O'BRIEN
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Nancy KaneNANCY KANE
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Raymond PawlickiRAYMOND PAWLICKI
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Richard K BennettRICHARD K BENNETT
DIRECTOR UNTIL 9/2024, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Richard SiegristRICHARD SIEGRIST
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rosemary ThomsenROSEMARY THOMSEN
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Susan MailmanSUSAN MAILMAN
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Terence Flotte MDTERENCE FLOTTE MD
DIRECTOR, UMM HEALTH CARE, INC.
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Douglas S BrownDOUGLAS S BROWN
SECRETARY UNTIL 9/2024, UMM HEALTH CARE, INC.
- Total calculated
- $1,714,183
- From this org
- $1,472,173
- From related orgs
- $0
- Other
- $242,010
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $726,529
- Bonus
- $716,121
- Other
- $29,523
- Deferred
- $209,882
- Nontaxable benefits
- $32,128
- Filer's total
- $1,714,183
-
Katharine Bolland EshghiKATHARINE BOLLAND ESHGHI
ASSISTANT SECRETARY, UMM HEALTH CARE, INC.
- Total calculated
- $1,018,962
- From this org
- $871,851
- From related orgs
- $0
- Other
- $147,111
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $523,912
- Bonus
- $321,482
- Other
- $26,457
- Deferred
- $111,047
- Nontaxable benefits
- $36,064
- Filer's total
- $1,018,962
-
Sergio MelgarSERGIO MELGAR
EVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER
- Total calculated
- $1,905,957
- From this org
- $1,815,312
- From related orgs
- $0
- Other
- $90,645
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $964,265
- Bonus
- $522,674
- Other
- $328,373
- Deferred
- $52,723
- Nontaxable benefits
- $37,922
- Filer's total
- $1,905,957
-
Alice A ShakmanALICE A SHAKMAN
SVP, CLINICAL SVCS
- Total calculated
- $539,855
- From this org
- $0
- From related orgs
- $459,222
- Other
- $80,633
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $299,152 related
- Bonus
- $0 + $100,389 related
- Other
- $0 + $59,681 related
- Deferred
- $0 + $47,205 related
- Nontaxable benefits
- $0 + $33,428 related
- Filer's total
- $0 + $539,855 related
-
Andrew Karson MDANDREW KARSON MD
SVP, CMO-UMMMC
- Total calculated
- $1,221,909
- From this org
- $0
- From related orgs
- $1,047,779
- Other
- $174,130
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $611,467 related
- Bonus
- $0 + $408,053 related
- Other
- $0 + $28,259 related
- Deferred
- $0 + $126,578 related
- Nontaxable benefits
- $0 + $47,552 related
- Filer's total
- $0 + $1,221,909 related
-
Brian HugginsBRIAN HUGGINS
SVP FINANCE/CORPORATE CONTROLLER
- Total calculated
- $562,366
- From this org
- $494,716
- From related orgs
- $0
- Other
- $67,650
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $362,021
- Bonus
- $120,666
- Other
- $12,029
- Deferred
- $30,978
- Nontaxable benefits
- $36,672
- Filer's total
- $562,366
-
Catherine RossiCATHERINE ROSSI
SVP HEALTH SYSTEM CONTRACTING
- Total calculated
- $621,786
- From this org
- $523,448
- From related orgs
- $0
- Other
- $98,338
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $320,910
- Bonus
- $188,539
- Other
- $13,999
- Deferred
- $66,393
- Nontaxable benefits
- $31,945
- Filer's total
- $621,786
-
Dianna J CaffarenaDIANNA J CAFFARENA
SVP, AMBULATORY SVCS
- Total calculated
- $598,412
- From this org
- $0
- From related orgs
- $531,746
- Other
- $66,666
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $326,809 related
- Bonus
- $0 + $187,797 related
- Other
- $0 + $17,140 related
- Deferred
- $0 + $62,572 related
- Nontaxable benefits
- $0 + $4,094 related
- Filer's total
- $0 + $598,412 related
-
Edward MooreEDWARD MOORE
PRESIDENT, HARRINGTON HOSPITAL
- Total calculated
- $896,640
- From this org
- $0
- From related orgs
- $842,348
- Other
- $54,292
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $565,014 related
- Bonus
- $0 + $185,900 related
- Other
- $0 + $91,434 related
- Deferred
- $0 + $16,694 related
- Nontaxable benefits
- $0 + $37,598 related
- Filer's total
- $0 + $896,640 related
-
Eric J Alper MDERIC J ALPER MD
SVP CQO & CHF INFORMATICS OFF
- Total calculated
- $954,164
- From this org
- $805,013
- From related orgs
- $0
- Other
- $149,151
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $479,417
- Bonus
- $302,498
- Other
- $23,098
- Deferred
- $101,457
- Nontaxable benefits
- $47,694
- Filer's total
- $954,164
-
Geraldine VaughanGERALDINE VAUGHAN
SVP/COO UMMMG
- Total calculated
- $654,494
- From this org
- $0
- From related orgs
- $583,785
- Other
- $70,709
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $421,804 related
- Bonus
- $0 + $140,270 related
- Other
- $0 + $21,711 related
- Deferred
- $0 + $32,526 related
- Nontaxable benefits
- $0 + $38,183 related
- Filer's total
- $0 + $654,494 related
-
Joahd ToureJOAHD TOURE
SVP CMG
- Total calculated
- $518,379
- From this org
- $0
- From related orgs
- $498,841
- Other
- $19,538
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $387,290 related
- Bonus
- $0 + $98,696 related
- Other
- $0 + $12,855 related
- Deferred
- $0 + $15,107 related
- Nontaxable benefits
- $0 + $4,431 related
- Filer's total
- $0 + $518,379 related
-
John GreenwoodJOHN GREENWOOD
SVP, POP HLTH & PRESIDENT, ACO
- Total calculated
- $756,913
- From this org
- $0
- From related orgs
- $625,236
- Other
- $131,677
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $383,487 related
- Bonus
- $0 + $224,421 related
- Other
- $0 + $17,328 related
- Deferred
- $0 + $97,658 related
- Nontaxable benefits
- $0 + $34,019 related
- Filer's total
- $0 + $756,913 related
-
John T RandolphJOHN T RANDOLPH
VP, CHIEF CORPORATE COMPLIANCE
- Total calculated
- $478,936
- From this org
- $407,405
- From related orgs
- $0
- Other
- $71,531
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $275,314
- Bonus
- $91,423
- Other
- $40,668
- Deferred
- $39,614
- Nontaxable benefits
- $31,917
- Filer's total
- $478,936
-
Justin PrecourtJUSTIN PRECOURT
SVP, PATIENT CARE SVCS & CNO
- Total calculated
- $980,681
- From this org
- $0
- From related orgs
- $860,914
- Other
- $119,767
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $531,253 related
- Bonus
- $0 + $308,090 related
- Other
- $0 + $21,571 related
- Deferred
- $0 + $83,041 related
- Nontaxable benefits
- $0 + $36,726 related
- Filer's total
- $0 + $980,681 related
-
Kathleen DriscollKATHLEEN DRISCOLL
SVP, CHIEF PHILANTHROPHY OFC
- Total calculated
- $691,573
- From this org
- $636,426
- From related orgs
- $0
- Other
- $55,147
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $432,428
- Bonus
- $140,316
- Other
- $63,682
- Deferred
- $40,610
- Nontaxable benefits
- $14,537
- Filer's total
- $691,573
-
Robin L SodanoROBIN L SODANO
SVP, INFORMATION SYSTEMS
- Total calculated
- $864,914
- From this org
- $748,860
- From related orgs
- $0
- Other
- $116,054
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $485,465
- Bonus
- $236,043
- Other
- $27,352
- Deferred
- $84,109
- Nontaxable benefits
- $31,945
- Filer's total
- $864,914
-
Steven RoachSTEVEN ROACH
KEY EMPLOYEE UNTIL 9/30/2024
- Total calculated
- $995,468
- From this org
- $0
- From related orgs
- $865,155
- Other
- $130,313
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $529,277 related
- Bonus
- $0 + $314,321 related
- Other
- $0 + $21,557 related
- Deferred
- $0 + $100,111 related
- Nontaxable benefits
- $0 + $30,202 related
- Filer's total
- $0 + $995,468 related
-
Therese MastrodomenicoTHERESE MASTRODOMENICO
VP/CHIEF FINANCIAL OFFICER MED CENTER
- Total calculated
- $744,981
- From this org
- $0
- From related orgs
- $618,371
- Other
- $126,610
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $365,474 related
- Bonus
- $0 + $234,197 related
- Other
- $0 + $18,700 related
- Deferred
- $0 + $93,433 related
- Nontaxable benefits
- $0 + $33,177 related
- Filer's total
- $0 + $744,981 related
-
Tod WiesmanTOD WIESMAN
SVP CHIEF HR OFFICER
- Total calculated
- $786,465
- From this org
- $677,305
- From related orgs
- $0
- Other
- $109,160
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $417,652
- Bonus
- $234,417
- Other
- $25,236
- Deferred
- $71,299
- Nontaxable benefits
- $37,861
- Filer's total
- $786,465
-
Victoria McCandlessVICTORIA MCCANDLESS
VP SYS CEO COMM OFC/ASSOC COS
- Total calculated
- $474,708
- From this org
- $425,278
- From related orgs
- $0
- Other
- $49,430
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $311,460
- Bonus
- $101,400
- Other
- $12,418
- Deferred
- $35,576
- Nontaxable benefits
- $13,854
- Filer's total
- $474,708
-
Brian K GibbsBRIAN K GIBBS
VP CHIEF DIV EQTY INCL OFC
- Total calculated
- $490,770
- From this org
- $439,998
- From related orgs
- $0
- Other
- $50,772
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $313,120
- Bonus
- $82,816
- Other
- $44,062
- Deferred
- $19,727
- Nontaxable benefits
- $31,045
- Filer's total
- $490,770
-
Catheryn C McEvoyCATHERYN C MCEVOY
VP CORPORATE RELATIONS
- Total calculated
- $403,062
- From this org
- $403,062
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,235
- Bonus
- $100,946
- Other
- $95,881
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $403,062
-
Jeanne ShirshacJEANNE SHIRSHAC
TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.
- Total calculated
- $502,192
- From this org
- $418,135
- From related orgs
- $0
- Other
- $84,057
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $278,098
- Bonus
- $126,644
- Other
- $13,393
- Deferred
- $52,714
- Nontaxable benefits
- $31,343
- Filer's total
- $502,192
-
Judith Taylor PatelJUDITH TAYLOR PATEL
VP INTERIM CHIEF MKTG OFC
- Total calculated
- $457,265
- From this org
- $420,297
- From related orgs
- $0
- Other
- $36,968
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $41,342
- Bonus
- $33,295
- Other
- $345,660
- Deferred
- $32,968
- Nontaxable benefits
- $4,000
- Filer's total
- $457,265
-
Robert A Klugman MDROBERT A KLUGMAN MD
AVP MED DIR, EHS & OCC HLTH
- Total calculated
- $442,017
- From this org
- $406,233
- From related orgs
- $0
- Other
- $35,784
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $351,884
- Bonus
- $54,349
- Other
- $0
- Deferred
- $10,629
- Nontaxable benefits
- $25,155
- Filer's total
- $442,017
-
Bart MetzgerBART METZGER
FORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022
- Total calculated
- $391,066
- From this org
- $391,038
- From related orgs
- $0
- Other
- $28
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $26,631
- Other
- $364,407
- Deferred
- $0
- Nontaxable benefits
- $28
- Filer's total
- $391,066
-
Jack W BaileyJACK W BAILEY
SVP, CLINICAL SVCS UNTIL 9/2023
- Total calculated
- $579,665
- From this org
- $0
- From related orgs
- $536,732
- Other
- $42,933
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $148,708 related
- Bonus
- $0 + $151,421 related
- Other
- $0 + $236,603 related
- Deferred
- $0 + $25,159 related
- Nontaxable benefits
- $0 + $17,774 related
- Filer's total
- $0 + $579,665 related
-
James P CyrJAMES P CYR
FORMER KEY EMPLOYEE UNTIL FY2024
- Total calculated
- $683,492
- From this org
- $0
- From related orgs
- $613,041
- Other
- $70,451
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $287,905 related
- Bonus
- $0 + $97,279 related
- Other
- $0 + $227,857 related
- Deferred
- $0 + $32,810 related
- Nontaxable benefits
- $0 + $37,641 related
- Filer's total
- $0 + $683,492 related
-
John R SalzbergJOHN R SALZBERG
FORMER SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/2023
- Total calculated
- $548,630
- From this org
- $468,686
- From related orgs
- $0
- Other
- $79,944
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $259,742
- Bonus
- $194,957
- Other
- $13,987
- Deferred
- $53,773
- Nontaxable benefits
- $26,171
- Filer's total
- $548,630
-
Latamara LundiLATAMARA LUNDI
PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023
- Total calculated
- $542,784
- From this org
- $495,409
- From related orgs
- $0
- Other
- $47,375
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $105,989
- Bonus
- $123,737
- Other
- $265,683
- Deferred
- $34,610
- Nontaxable benefits
- $12,765
- Filer's total
- $542,784
-
Mark Johnson MDMARK JOHNSON MD
FORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC.
- Total calculated
- $1,089,541
- From this org
- $0
- From related orgs
- $1,035,521
- Other
- $54,020
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $1,000,521 related
- Bonus
- $0 + $35,000 related
- Other
- $0
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $37,520 related
- Filer's total
- $0 + $1,089,541 related
-
Michael Gustafson MDMICHAEL GUSTAFSON MD
FORMER PRESIDENT, MEDICAL CENTER UNTIL 9/2023
- Total calculated
- $2,804,106
- From this org
- $0
- From related orgs
- $2,606,895
- Other
- $197,211
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $567,879 related
- Bonus
- $0 + $850,434 related
- Other
- $0 + $1,188,582 related
- Deferred
- $0 + $179,202 related
- Nontaxable benefits
- $0 + $18,009 related
- Filer's total
- $0 + $2,804,106 related
-
Stephen TosiSTEPHEN TOSI
FORMER KEY EMPLOYEE UNTIL FY2021
- Total calculated
- $671,242
- From this org
- $0
- From related orgs
- $617,721
- Other
- $53,521
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $442,970 related
- Bonus
- $0 + $174,751 related
- Other
- $0
- Deferred
- $0 + $14,071 related
- Nontaxable benefits
- $0 + $39,450 related
- Filer's total
- $0 + $671,242 related
-
William Corbett MDWILLIAM CORBETT MD
SVP, COMMUNITY PRACTICES UNTIL 9/2023
- Total calculated
- $656,356
- From this org
- $0
- From related orgs
- $595,409
- Other
- $60,947
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $365,563 related
- Bonus
- $0 + $155,877 related
- Other
- $0 + $73,969 related
- Deferred
- $0 + $27,348 related
- Nontaxable benefits
- $0 + $33,599 related
- Filer's total
- $0 + $656,356 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
- 1a · Personal services (maid, chauffeur, chef)
- 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 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
- 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
- 21 Executives listed in Part VII, Section A, Line 1a received tax gross-up payments for Executive Life Insurance and Executive Disability. These benefits are treated as taxable compensation to the individual.
- Schedule J, Part I, Line 1a Personal services
- Sixteen executives listed in Part VII, Section A, Line 1a received financial planning benefit costs that were reported as taxable compensation to the individual.
- Schedule J, Part I, Line 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 SUBTOTAL OFFICER, DIRECTOR, TRUSTEES $295,599 KEY EMPLOYEES: DRISCOLL, KATHLEEN $42,383 RANDOLPH, JOHN T. $27,614 MOORE, EDWARD $56,481 SHAKMAN, ALICE $44,339 SUBTOTAL KEY EMPLOYEES $170,817 FORMER: BAILEY, JACK W $85,772 CORBETT, WILLIAM $47,663 GUSTAFSON, MICHAEL $780,316 LUNDI, LATAMARA $69,600 SUBTOTAL FORMER $983,351 PARENT TOP 5 HIGHEST PAID: GIBBS, BRIAN K. $29,968 TAYLOR PATEL, JUDITH $65,461 MCEVOY, CATHERYN C. $49,874 SUBTOTAL TOP 5 HIGHEST PAID $145,303 TOTAL $1,595,070
- 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 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 the 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
-
$5,000,000
Endowment Agreement to support new academic department Chairs
-
City of Worcester
$112,500
Donation to establish Worcester Health Equity Fund $52,500 & Support Youth Opportunities$60K
-
$90,000
Support Medical Legal Partnership between Umass Memorial & Community Legal Aid
-
Hockey Sponsorship
-
$50,000
Support National Organizations for Anchor Mission Institutions
-
Transfer to related organization for golf tournament $10K & Fundraiser for Milford Hospital $25K
-
Support Community Benefits
-
Support Cancer Walk
-
Support Medical Respite Bed Pilot Program -Access to Care for Homelessness
-
$15,000
Transfer to related organization for golf tournament
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
Central New England HealthAlliance Inc
501(c)(3) · Health Services · MA
Directly controlled by UMass Memorial Community Hospitals Inc
-
501(c)(3) · Health Services · MA
Directly controlled by UMass Memorial Behavioral Health System Inc
-
501(c)(3) · Health Services · MA
Directly controlled by na
-
Harrington Physician Services Inc
501(c)(3) · Health Services · MA
Directly controlled by UMass Memorial Health - Harrington Inc (fka Harrington Healthcare System)
-
HealthAlliance Home Health and Hospice Inc
501(c)(3) · Health Services · MA
Directly controlled by Central New England HealthAlliance Inc
-
501(c)(3) · Hospital · MA
Directly controlled by UMass Memorial Community Hospitals Inc
-
UMass Memorial Accountable Care Organization Inc
501(c)(3) · Health Services · MA · controlled entity
Directly controlled by UMass Memorial Health Care Inc (Parent)
-
UMass Memorial Behavioral Health System Inc
501(c)(3) · Health Services · MA · controlled entity
Directly controlled by UMass Memorial Health Care Inc (Parent)
-
UMass Memorial Community Hospitals Inc
501(c)(3) · Health Services · MA · controlled entity
Directly controlled by UMass Memorial Health Care Inc (Parent)
-
UMass Memorial Health - Harrington Hospital Inc
501(c)(3) · Hospital · MA
Directly controlled by UMass Memorial Health - Harrington Inc (fka Harrington Healthcare System)
-
UMass Memorial Health - Harrington Inc
501(c)(3) · Health Services · MA
Directly controlled by UMass Memorial Community Hospitals Inc
-
UMass Memorial Health Care Inc (Group Return)
501(c)(3) · Health Services · MA · controlled entity
Directly controlled by UMass Memorial Health Care Inc (Parent)
-
UMass Memorial Health Ventures Inc
501(c)(3) · Health Services · MA · controlled entity
Directly controlled by UMass Memorial Health Care Inc (Parent)
-
UMass Memorial HealthAlliance-Clinton Hospital Inc
501(c)(3) · Hospital · MA
Directly controlled by Central New England HealthAlliance Inc
-
UMass Memorial Medical Center Inc
501(c)(3) · Hospital · MA · controlled entity
Directly controlled by UMass Memorial Health Care Inc (Parent)
-
UMass Memorial Medical Group Inc
501(c)(3) · Health Services · MA · controlled entity
Directly controlled by UMass Memorial Health Care Inc (Parent)
-
501(c)(3) · Real Estate · MA · controlled entity
Directly controlled by UMass Memorial Health Care Inc (Parent)
-
501(c)(3) · Health Services · MA
Directly controlled by UMass Memorial Health Care Inc (Parent)
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
UMass Memorial Investment Partnership LLP
Excluded · Investment management · MA · 62.22% owned · general or managing partner
Directly controlled by UMass Memorial Health Care Inc
-
Umass Memorial MRI of Marlborough LLC
N/A · Magnetic resonance imaging · MA
Directly controlled by NA
-
Umass Memorial HealthAlliance MRI Center LLC
N/A · Magnetic resonance imaging · MA
Directly controlled by NA
-
Shields Specialty Pharmacy Holdings LLC
N/A · Pharmacy Holding Company · MA
Directly controlled by NA
-
Central Massachusetts Comprehensive Cancer Center
Comprehensive cancer care and research · FL
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Commonwealth Professional Assurance Co LTD
C Corporation · Captive insurance company · CJ · 100% owned · share of income $0 · share of assets $183,235,562 · controlled entity
Directly controlled by UMass Memorial Health Care Inc
-
Memorial Office Condomium Trust
Trust · Condominium association · MA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202532269349301333
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.