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Nonprofiteer
← UMASS MEMORIAL HEALTH CARE INC

Form 990 for tax year 2023

Filed by UMASS MEMORIAL HEALTH CARE INC.

Totals

Total revenue
$4,157,718,509
Total expenses
$4,109,570,744
Contributions and grants received
$38,694,008
Grants paid
$9,239,314
Program service revenue
$4,089,390,552
Investment income
$14,483,743
Other revenue
$15,150,206
Total assets, end of year
$3,219,973,915
Total liabilities, end of year
$2,423,798,427
Net assets or fund balances, end of year
$796,175,488
Program services expenses (Part IX)
$3,758,518,892
Management and general expenses
$346,236,426
Fundraising expenses
$4,815,426
Program service expenses (Part III)
$3,758,518,892

Program services were 91.5% 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

    $202,835

  • 1d · Related organizations

    $34,500

  • 1e · Government grants (contributions)

    $36,591,135

  • 1f · All other contributions, gifts and grants

    $1,865,538

  • 1g · Noncash contributions included above

    $52,164

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

    total $3,550,073,760 · related or exempt $3,549,672,954 · unrelated business $400,806 · excluded $0

  • 2b · Program service revenue: Contract Revenue

    total $103,765,862 · related or exempt $103,765,862 · unrelated business $0 · excluded $0

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

    total $21,320,916 · related or exempt $19,399,296 · unrelated business $1,921,620 · excluded $0

  • 2d · Program service revenue: Joint Venture Income

    total $25,225,075 · related or exempt $24,964,108 · unrelated business $260,967 · excluded $0

  • 2e · Program service revenue: Medicaid Supplemental Funds

    total $389,004,939 · related or exempt $389,004,939 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $14,483,743 · related or exempt $0 · unrelated business $374 · excluded $14,483,369

  • 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 $7,329,658 · personal property $0

  • 6b · Less rental expenses

    real property $5,799,183 · personal property $0

  • 6c · Rental income or loss

    real property $1,530,475 · personal property $0

  • 6d · Net rental income or loss

    total $1,530,475 · related or exempt $0 · unrelated business $0 · excluded $1,530,475

  • 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

    $52,836

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

    $202,835

  • 8b · Fundraising events: direct expenses

    $94,557

  • 8c · Net income from fundraising events

    total -$41,721 · unrelated business $0 · excluded -$41,721

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

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

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

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

  • 11a · Other revenue: Cafeteria Income

    total $8,424,221 · excluded $8,424,221

  • 11b · Other revenue: Parking revenue

    total $5,237,231 · excluded $5,237,231

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $13,661,452

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,197,509 · program services $9,197,509

  • 2 · Grants to domestic individuals

    total $41,805 · program services $41,805

  • 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 $19,141,210 · program services $16,729,568 · management and general $2,411,642 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $4,074,639 · program services $433,596 · management and general $3,641,043 · fundraising $0

  • 7 · Other salaries and wages

    total $1,408,568,868 · program services $1,248,167,355 · management and general $160,051,491 · fundraising $350,022

  • 8 · Pension plan contributions

    total $88,300,453 · program services $78,032,032 · management and general $10,246,834 · fundraising $21,587

  • 9 · Other employee benefits

    total $229,729,747 · program services $203,014,576 · management and general $26,659,009 · fundraising $56,162

  • 10 · Payroll taxes

    total $96,972,228 · program services $85,695,370 · management and general $11,253,151 · fundraising $23,707

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $324,501 · program services $16,667 · management and general $307,834 · fundraising $0

  • 11c · Fees: accounting

    total $342,832 · program services $1,170 · management and general $341,662 · 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 $675,117 · program services $675,117 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $523,410,008 · program services $514,062,766 · management and general $9,334,424 · fundraising $12,818

  • 12 · Advertising and promotion

    total $299,834 · program services $245,605 · management and general $54,229 · fundraising $0

  • 13 · Office expenses

    total $36,324,207 · program services $31,416,039 · management and general $4,906,137 · fundraising $2,031

  • 14 · Information technology

    total $9,883,119 · program services $9,490,709 · management and general $392,410 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $57,668,119 · program services $53,272,474 · management and general $4,395,645 · fundraising $0

  • 17 · Travel

    total $2,012,826 · program services $195,461 · management and general $1,817,365 · 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 $838,926 · program services $0 · management and general $838,926 · fundraising $0

  • 20 · Interest

    total $27,662,547 · program services $27,662,547 · 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 $99,309,469 · program services $98,515,469 · management and general $794,000 · fundraising $0

  • 23 · Insurance

    total $5,630,647 · program services $5,630,647 · management and general $0 · fundraising $0

  • 24a · Other expenses: Medical supplies

    total $729,057,502 · program services $722,805,920 · management and general $6,251,582 · fundraising $0

  • 24b · Other expenses: System allocation expense

    total $434,548,342 · program services $329,690,412 · management and general $100,508,831 · fundraising $4,349,099

  • 24c · Other expenses: Medical School

    total $304,604,376 · program services $303,453,750 · management and general $1,150,626 · fundraising $0

  • 24d · Other expenses: Taxes and License Fee

    total $13,248,605 · program services $13,227,126 · management and general $21,479 · fundraising $0

  • 24e · All other expenses

    total $7,703,308 · program services $6,845,202 · management and general $858,106 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $95,556,342 · end of year $58,997,793

  • 2 · Savings and temporary cash investments

    beginning of year $44,862,736 · end of year $2,642,880

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $195,084

  • 4 · Accounts receivable

    beginning of year $345,980,375 · end of year $495,797,308

  • 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 $1,517,415 · end of year $1,307,991

  • 8 · Inventories for sale or use

    beginning of year $62,193,692 · end of year $73,372,444

  • 9 · Prepaid expenses and deferred charges

    beginning of year $41,520,107 · end of year $45,885,648

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

    $1,795,868,896

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

    $1,072,717,455

  • 10c · Land, buildings and equipment, net

    beginning of year $742,345,526 · end of year $723,151,441

  • 11 · Investments: publicly traded securities

    beginning of year $48,650,117 · end of year $27,944,936

  • 12 · Investments: other securities

    beginning of year $283,478,835 · end of year $337,606,790

  • 13 · Investments: program-related

    beginning of year $83,377,664 · end of year $97,424,763

  • 14 · Intangible assets

    beginning of year $25,347,153 · end of year $41,082,116

  • 15 · Other assets

    beginning of year $230,293,947 · end of year $1,314,564,721

  • 17 · Accounts payable and accrued expenses

    beginning of year $320,807,317 · end of year $314,736,661

  • 18 · Grants payable

    beginning of year $0

  • 19 · Deferred revenue

    beginning of year $8,834,799 · end of year $7,253,206

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $10,227 · end of year $23,847,985

  • 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 $20,064,655 · end of year $21,384,771

  • 25 · Other liabilities

    beginning of year $652,947,991 · end of year $2,056,575,804

  • 27 · Net assets without donor restrictions

    beginning of year $896,828,538 · end of year $670,972,777

  • 28 · Net assets with donor restrictions

    beginning of year $105,630,382 · end of year $125,202,711

Mission and programs · 2023

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.

Activities or mission (Part I)

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 2024 KEY STATISTICS - TOTAL DISCHARGES: 40,203 TOTAL SURGICAL & ENDOSCOPY CASES: 53,718 TOTAL ER VISITS: 137,107

    Expenses $2,341,451,425 · Grants $2,025,042 · Revenue $2,875,962,496

  • 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 $769,520,904 · Grants $7,117,500 · Revenue $601,188,367

  • 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 $327,553,570 · Grants $78,972 · Revenue $209,134,616

As filed on the 2023 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
    $1,221,909
    From this org
    $1,047,779
    From related orgs
    $0
    Other
    $174,130
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $611,467
    Bonus
    $408,053
    Other
    $28,259
    Deferred
    $126,578
    Nontaxable benefits
    $47,552
    Filer's total
    $1,221,909

  • ANN K MOLLOY

    VICE-CHAIRPERSON, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1

  • CHARLES CAVAGNARO MD

    INTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS

    Total calculated
    $582,206
    From this org
    $563,109
    From related orgs
    $0
    Other
    $19,097
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $457,065
    Bonus
    $101,853
    Other
    $4,191
    Deferred
    $12,004
    Nontaxable benefits
    $7,093
    Filer's total
    $582,206

  • DOUGLAS S BROWN

    SECRETARY UNTIL 9/2024, UMM MEDICAL CENTER, INC., OFFICER & DIRECTOR VARIOUS

    Total calculated
    $1,714,183
    From this org
    $0
    From related orgs
    $1,472,173
    Other
    $242,010
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $726,529 related
    Bonus
    $0 + $716,121 related
    Other
    $0 + $29,523 related
    Deferred
    $0 + $209,882 related
    Nontaxable benefits
    $0 + $32,128 related
    Filer's total
    $0 + $1,714,183 related

  • EDWARD MOORE

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

    Total calculated
    $896,640
    From this org
    $842,348
    From related orgs
    $0
    Other
    $54,292
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $565,014
    Bonus
    $185,900
    Other
    $91,434
    Deferred
    $16,694
    Nontaxable benefits
    $37,598
    Filer's total
    $896,640

  • 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
    $3,915,336
    From this org
    $0
    From related orgs
    $3,438,759
    Other
    $476,577
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,562,653 related
    Bonus
    $0 + $1,847,395 related
    Other
    $0 + $28,711 related
    Deferred
    $0 + $421,605 related
    Nontaxable benefits
    $0 + $54,972 related
    Filer's total
    $0 + $3,915,336 related

  • GERALDINE VAUGHAN

    TREASURER, UMM MEDICAL GROUP, INC., DIRECTOR VARIOUS

    Total calculated
    $654,494
    From this org
    $583,785
    From related orgs
    $0
    Other
    $70,709
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $421,804
    Bonus
    $140,270
    Other
    $21,711
    Deferred
    $32,526
    Nontaxable benefits
    $38,183
    Filer's total
    $654,494

  • GORDON BENSON

    PRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VARIOUS

    Total calculated
    $213,915
    From this org
    $178,072
    From related orgs
    $0
    Other
    $35,843
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $160,572
    Bonus
    $17,500
    Other
    $0
    Deferred
    $3,318
    Nontaxable benefits
    $32,525
    Filer's total
    $213,915

  • HAROLD R LEMIEUX

    PRESIDENT, DIRECTOR, UMM REALTY, INC.

    Total calculated
    $415,425
    From this org
    $367,585
    From related orgs
    $0
    Other
    $47,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,603
    Bonus
    $77,334
    Other
    $4,648
    Deferred
    $12,161
    Nontaxable benefits
    $35,679
    Filer's total
    $415,425

  • 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
    $164,177
    From this org
    $162,919
    From related orgs
    $0
    Other
    $1,258
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,362
    Bonus
    $14,780
    Other
    $777
    Deferred
    $0
    Nontaxable benefits
    $1,258
    Filer's total
    $164,177

  • JOHN GREENWOOD

    PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $756,913
    From this org
    $625,236
    From related orgs
    $0
    Other
    $131,677
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $383,487
    Bonus
    $224,421
    Other
    $17,328
    Deferred
    $97,658
    Nontaxable benefits
    $34,019
    Filer's total
    $756,913

  • 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 MAHAN

    CHAIRPERSON, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • PAUL KANGAS

    CHAIRPERSON, DIRECTOR, UMM HEALTH VENTURES, INC.

    Total calculated
    $0
    Hours/week
    1

  • 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
    $1,905,957
    From this org
    $0
    From related orgs
    $1,815,312
    Other
    $90,645
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $964,265 related
    Bonus
    $0 + $522,674 related
    Other
    $0 + $328,373 related
    Deferred
    $0 + $52,723 related
    Nontaxable benefits
    $0 + $37,922 related
    Filer's total
    $0 + $1,905,957 related

  • STEVEN ROACH

    PRESIDENT, DIRECTOR UNTIL 9/2024., CNEHA, INC. & MARLBOROUGH HOSP., OFF. & DIR. VARIOUS

    Total calculated
    $995,468
    From this org
    $865,155
    From related orgs
    $0
    Other
    $130,313
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $529,277
    Bonus
    $314,321
    Other
    $21,557
    Deferred
    $100,111
    Nontaxable benefits
    $30,202
    Filer's total
    $995,468

  • MICHAEL D MURPHY

    CHAIRPERSON, MARLBOROUGH HOSPITAL, DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • ALAN P BROWN MD

    DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS

    Total calculated
    $210,334
    From this org
    $164,355
    From related orgs
    $0
    Other
    $45,979
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $155,538
    Bonus
    $8,742
    Other
    $75
    Deferred
    $8,690
    Nontaxable benefits
    $37,289
    Filer's total
    $210,334

  • AMY GRASSETTE

    DIRECTOR, COMMUNITY HEALTHLINK, INC.

    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
    $330,124
    From this org
    $273,644
    From related orgs
    $0
    Other
    $56,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,174
    Bonus
    $41,470
    Other
    $0
    Deferred
    $14,106
    Nontaxable benefits
    $42,374
    Filer's total
    $330,124

  • BRIAN BOUVIER

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1

  • CHERYL LAPRIORE

    DIRECTOR, COMMUNITY HEALTHLINK, INC.

    Total calculated
    $0
    Hours/week
    1

  • 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
    $668,694
    From this org
    $603,226
    From related orgs
    $0
    Other
    $65,468
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $488,892
    Bonus
    $114,334
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $48,968
    Filer's total
    $668,694

  • 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
    $307,634
    From this org
    $251,494
    From related orgs
    $0
    Other
    $56,140
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,755
    Bonus
    $36,739
    Other
    $0
    Deferred
    $13,266
    Nontaxable benefits
    $42,874
    Filer's total
    $307,634

  • DIANE MCKEE MD

    DIRECTOR, COMMUNITY HEALTHLINK, 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
    $558,643
    From this org
    $467,566
    From related orgs
    $0
    Other
    $91,077
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $307,566
    Bonus
    $160,000
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $74,577
    Filer's total
    $558,643

  • 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

  • GORDON LEWIS

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC.

    Total calculated
    $0
    Hours/week
    1

  • GREGORY MIRHEI

    DIRECTOR, COMMUNITY HEALTHLINK, INC.

    Total calculated
    $0
    Hours/week
    1

  • JACK WILSON

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC.

    Total calculated
    $0
    Hours/week
    1

  • JAMES FAUST MD

    DIRECTOR UNTIL 9/2024, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • JAMES LEARY

    DIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VARIOUS

    Total calculated
    $472,977
    From this org
    $0
    From related orgs
    $383,436
    Other
    $89,541
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,962 related
    Bonus
    $0 + $108,848 related
    Other
    $0 + $11,626 related
    Deferred
    $0 + $51,015 related
    Nontaxable benefits
    $0 + $38,526 related
    Filer's total
    $0 + $472,977 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

  • JEFF THOMPSON

    DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER REIDY MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $289,021
    From this org
    $234,184
    From related orgs
    $0
    Other
    $54,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,365
    Bonus
    $30,769
    Other
    $50
    Deferred
    $12,112
    Nontaxable benefits
    $42,725
    Filer's total
    $289,021

  • JOAHD TOURE

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC.

    Total calculated
    $518,379
    From this org
    $498,841
    From related orgs
    $0
    Other
    $19,538
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $387,290
    Bonus
    $98,696
    Other
    $12,855
    Deferred
    $15,107
    Nontaxable benefits
    $4,431
    Filer's total
    $518,379

  • JOANNE JOHNSON

    DIRECTOR, COMMUNITY HEALTHLINK, INC.,

    Total calculated
    $0
    Hours/week
    1

  • JOHN FERNANDES

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC.

    Total calculated
    $0
    Hours/week
    1

  • JOHN GOBRON

    DIRECTOR UNTIL 9/2024, 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 TOUSSAINT MD

    PRESIDENT, DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • JORDAN EISENSTOCK MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $5,495
    From this org
    $5,052
    From related orgs
    $0
    Other
    $443
    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
    $427,156
    From this org
    $353,316
    From related orgs
    $0
    Other
    $73,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,037
    Bonus
    $77,179
    Other
    $100
    Deferred
    $16,500
    Nontaxable benefits
    $57,340
    Filer's total
    $427,156

  • JOSEPHINE FOWLER MD

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $303,650
    From this org
    $258,819
    From related orgs
    $0
    Other
    $44,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,496
    Bonus
    $28,323
    Other
    $0
    Deferred
    $13,168
    Nontaxable benefits
    $31,663
    Filer's total
    $303,650

  • KARYN POLITO

    DIRECTOR, UMM HEALTH VENTURES, INC.

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN CHARETTE

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN CORREIA

    DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • KEITH REARDON

    DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various

    Total calculated
    $0
    Hours/week
    1

  • KEN SNYDER

    DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • KEVIN MCNAMARA

    DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • KEVIN SCHULMAN

    DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY GAIL WATSON EBB MD

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

    Total calculated
    $537,041
    From this org
    $478,054
    From related orgs
    $0
    Other
    $58,987
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,356
    Bonus
    $159,673
    Other
    $25
    Deferred
    $16,500
    Nontaxable benefits
    $42,487
    Filer's total
    $537,041

  • 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
    $383,996
    From this org
    $323,720
    From related orgs
    $0
    Other
    $60,276
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $288,720
    Bonus
    $35,000
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $43,776
    Filer's total
    $383,996

  • KIMIYOSHI KOBAYASHI MD

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $702,030
    From this org
    $599,395
    From related orgs
    $0
    Other
    $102,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,917
    Bonus
    $187,057
    Other
    $14,421
    Deferred
    $52,388
    Nontaxable benefits
    $50,247
    Filer's total
    $702,030

  • LALITA MATTA MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $47,536
    From this org
    $47,536
    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

  • LUCY XENOPHON

    DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • LUIS J MASEDA

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • LUIZ THOMAZ

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1

  • MARK HALLETT

    DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • MARK PALMERINO

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW TRAINOR MD

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $451,449
    From this org
    $390,010
    From related orgs
    $0
    Other
    $61,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,806
    Bonus
    $32,154
    Other
    $50
    Deferred
    $16,500
    Nontaxable benefits
    $44,939
    Filer's total
    $451,449

  • MATTHEW ZANGHI MD

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

    Total calculated
    $254,696
    From this org
    $206,987
    From related orgs
    $0
    Other
    $47,709
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,211
    Bonus
    $20,776
    Other
    $0
    Deferred
    $11,509
    Nontaxable benefits
    $36,200
    Filer's total
    $254,696

  • MAX ROSEN MD

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $561,068
    From this org
    $526,901
    From related orgs
    $0
    Other
    $34,167
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $491,901
    Bonus
    $35,000
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $17,667
    Filer's total
    $561,068

  • 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 + 1 related

  • 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
    $399,240
    From this org
    $342,807
    From related orgs
    $0
    Other
    $56,433
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,189
    Bonus
    $58,468
    Other
    $150
    Deferred
    $21,702
    Nontaxable benefits
    $34,731
    Filer's total
    $399,240

  • MITCHELL SOKOLOFF MD

    DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $867,257
    From this org
    $790,352
    From related orgs
    $0
    Other
    $76,905
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $755,352
    Bonus
    $35,000
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $60,405
    Filer's total
    $867,257

  • 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 SNYDER DMD

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • NATALIE STANLEY DMD

    DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • PETER MIOTTO MD

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1

  • PETER WARD

    DIRECTOR, CATALYSIS, INC.

    Total calculated
    $0
    Hours/week
    1

  • PHILIP E PURCELL

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1

  • RACHEL LOPEZ

    DIRECTOR UNTIL 9/2024, 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

  • RICHARD K BENNETT

    DIRECTOR UNTIL 9/2024, 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 UNTIL 9/2024, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various

    Total calculated
    $148,760
    From this org
    $132,804
    From related orgs
    $0
    Other
    $15,956
    Hours/week
    40

  • ROBERT FISHMAN DO FACP

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    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

  • STEVE SHORTELL

    DIRECTOR, CATALYSIS, INC.

    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 MASTRODOMENICO

    DIRECTOR, UMM HEALTH VENTURES, INC.

    Total calculated
    $744,981
    From this org
    $618,371
    From related orgs
    $0
    Other
    $126,610
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $365,474
    Bonus
    $234,197
    Other
    $18,700
    Deferred
    $93,433
    Nontaxable benefits
    $33,177
    Filer's total
    $744,981

  • 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
    $198,360
    From this org
    $157,683
    From related orgs
    $0
    Other
    $40,677
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,065
    Bonus
    $11,493
    Other
    $125
    Deferred
    $8,317
    Nontaxable benefits
    $32,360
    Filer's total
    $198,360

  • WILLIAM FISCHER

    DIRECTOR, MARLBOROUGH HOSPITAL

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM MCGRAIL ESQ

    DIRECTOR, UMM COMMUNITY HOSPITALS, INC.

    Total calculated
    $0
    Hours/week
    1

  • CELESTE STRAIGHT

    CHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC.

    Total calculated
    $452,712
    From this org
    $326,746
    From related orgs
    $0
    Other
    $125,966
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,695
    Bonus
    $61,051
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $109,466
    Filer's total
    $452,712

  • DIANE FRONCKIEWICZ

    SECRETARY, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS

    Total calculated
    $217,438
    From this org
    $179,815
    From related orgs
    $0
    Other
    $37,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,929
    Bonus
    $15,886
    Other
    $0
    Deferred
    $6,076
    Nontaxable benefits
    $31,547
    Filer's total
    $217,438

  • FRANCIS W SMITH

    SECRETARY, UMM MEDICAL GROUP, INC., OFFICER VARIOUS

    Total calculated
    $430,921
    From this org
    $0
    From related orgs
    $358,638
    Other
    $72,283
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,994 related
    Bonus
    $0 + $72,800 related
    Other
    $0 + $11,844 related
    Deferred
    $0 + $40,339 related
    Nontaxable benefits
    $0 + $31,944 related
    Filer's total
    $0 + $430,921 related

  • JEANNE SHIRSHAC

    TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $502,192
    From this org
    $0
    From related orgs
    $418,135
    Other
    $84,057
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,098 related
    Bonus
    $0 + $126,644 related
    Other
    $0 + $13,393 related
    Deferred
    $0 + $52,714 related
    Nontaxable benefits
    $0 + $31,343 related
    Filer's total
    $0 + $502,192 related

  • JOHN GLASSBURN

    SECRETARY, UMM COMMUNITY HOSPITALS, INC., OFFICER VARIOUS

    Total calculated
    $311,264
    From this org
    $0
    From related orgs
    $257,796
    Other
    $53,468
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,377 related
    Bonus
    $0 + $22,419 related
    Other
    $0
    Deferred
    $0 + $22,646 related
    Nontaxable benefits
    $0 + $30,822 related
    Filer's total
    $0 + $311,264 related

  • JUSTIN PRECOURT

    SVP, PATIENT CARE SVCS & CNO

    Total calculated
    $980,681
    From this org
    $860,914
    From related orgs
    $0
    Other
    $119,767
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $531,253
    Bonus
    $308,090
    Other
    $21,571
    Deferred
    $83,041
    Nontaxable benefits
    $36,726
    Filer's total
    $980,681

  • MAUREEN CROTEAU

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

    Total calculated
    $84,798
    From this org
    $84,798
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • MELLISA ROSSI

    ASSISTANT SECRETARY, UMM HARRINGTON HOSPITAL INC. OFFICER VARIOUS

    Total calculated
    $0
    Hours/week
    1

  • SARA K MANGANELLI

    ASSISTANT SECRETARY, MARLBOROUGH HOSPITAL

    Total calculated
    $23,762
    From this org
    $23,336
    From related orgs
    $0
    Other
    $426
    Hours/week
    40

  • STEVEN MCCUE

    ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.

    Total calculated
    $500,003
    From this org
    $437,048
    From related orgs
    $0
    Other
    $62,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,598
    Bonus
    $81,450
    Other
    $0
    Deferred
    $30,555
    Nontaxable benefits
    $32,400
    Filer's total
    $500,003

  • TAMMY HANEY

    ASSISTANT CLERK UNTIL 9/2024, COMMUNITY HEALTHLINK, INC.

    Total calculated
    $0
    Hours/week
    1

  • ALICE A SHAKMAN

    SVP, CLINICAL SVCS

    Total calculated
    $539,855
    From this org
    $459,222
    From related orgs
    $0
    Other
    $80,633
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $299,152
    Bonus
    $100,389
    Other
    $59,681
    Deferred
    $47,205
    Nontaxable benefits
    $33,428
    Filer's total
    $539,855

  • BRIAN HUGGINS

    SVP FINANCE/CORPORATE CONTROLLER

    Total calculated
    $562,366
    From this org
    $0
    From related orgs
    $494,716
    Other
    $67,650
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,021 related
    Bonus
    $0 + $120,666 related
    Other
    $0 + $12,029 related
    Deferred
    $0 + $30,978 related
    Nontaxable benefits
    $0 + $36,672 related
    Filer's total
    $0 + $562,366 related

  • CATHERINE ROSSI

    SVP HEALTH SYSTEM CONTRACTING

    Total calculated
    $621,786
    From this org
    $0
    From related orgs
    $523,448
    Other
    $98,338
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,910 related
    Bonus
    $0 + $188,539 related
    Other
    $0 + $13,999 related
    Deferred
    $0 + $66,393 related
    Nontaxable benefits
    $0 + $31,945 related
    Filer's total
    $0 + $621,786 related

  • DIANNA J CAFFARENA

    SVP, AMBULATORY SVCS

    Total calculated
    $598,412
    From this org
    $531,746
    From related orgs
    $0
    Other
    $66,666
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $326,809
    Bonus
    $187,797
    Other
    $17,140
    Deferred
    $62,572
    Nontaxable benefits
    $4,094
    Filer's total
    $598,412

  • ERIC J ALPER MD

    SVP CQO & CHF INFORMATICS OFF

    Total calculated
    $954,164
    From this org
    $0
    From related orgs
    $805,013
    Other
    $149,151
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,417 related
    Bonus
    $0 + $302,498 related
    Other
    $0 + $23,098 related
    Deferred
    $0 + $101,457 related
    Nontaxable benefits
    $0 + $47,694 related
    Filer's total
    $0 + $954,164 related

  • JOHN T RANDOLPH

    VP, CHIEF CORPORATE COMPLIANCE

    Total calculated
    $478,936
    From this org
    $0
    From related orgs
    $407,405
    Other
    $71,531
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,314 related
    Bonus
    $0 + $91,423 related
    Other
    $0 + $40,668 related
    Deferred
    $0 + $39,614 related
    Nontaxable benefits
    $0 + $31,917 related
    Filer's total
    $0 + $478,936 related

  • KATHLEEN DRISCOLL

    SVP, CHIEF PHILANTHROPHY OFC

    Total calculated
    $691,573
    From this org
    $0
    From related orgs
    $636,426
    Other
    $55,147
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $432,428 related
    Bonus
    $0 + $140,316 related
    Other
    $0 + $63,682 related
    Deferred
    $0 + $40,610 related
    Nontaxable benefits
    $0 + $14,537 related
    Filer's total
    $0 + $691,573 related

  • ROBIN L SODANO

    SVP, INFORMATION SYSTEMS

    Total calculated
    $864,914
    From this org
    $0
    From related orgs
    $748,860
    Other
    $116,054
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,465 related
    Bonus
    $0 + $236,043 related
    Other
    $0 + $27,352 related
    Deferred
    $0 + $84,109 related
    Nontaxable benefits
    $0 + $31,945 related
    Filer's total
    $0 + $864,914 related

  • TOD WIESMAN

    SVP CHIEF HR OFFICER

    Total calculated
    $786,465
    From this org
    $0
    From related orgs
    $677,305
    Other
    $109,160
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,652 related
    Bonus
    $0 + $234,417 related
    Other
    $0 + $25,236 related
    Deferred
    $0 + $71,299 related
    Nontaxable benefits
    $0 + $37,861 related
    Filer's total
    $0 + $786,465 related

  • VICTORIA MCCANDLESS

    VP SYS CEO COMM OFC/ASSOC COS

    Total calculated
    $474,708
    From this org
    $0
    From related orgs
    $425,278
    Other
    $49,430
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,460 related
    Bonus
    $0 + $101,400 related
    Other
    $0 + $12,418 related
    Deferred
    $0 + $35,576 related
    Nontaxable benefits
    $0 + $13,854 related
    Filer's total
    $0 + $474,708 related

  • ARNO S SUNGARIAN

    PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP

    Total calculated
    $1,462,048
    From this org
    $1,331,291
    From related orgs
    $0
    Other
    $130,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,056,238
    Bonus
    $275,053
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $114,257
    Filer's total
    $1,462,048

  • DEMETRIUS LITWIN MD

    PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP

    Total calculated
    $1,079,134
    From this org
    $933,321
    From related orgs
    $0
    Other
    $145,813
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $684,688
    Bonus
    $248,633
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $129,313
    Filer's total
    $1,079,134

  • JENNIFER WALKER

    DIVISION CHIEF

    Total calculated
    $987,291
    From this org
    $932,931
    From related orgs
    $0
    Other
    $54,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $583,836
    Bonus
    $349,095
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $37,860
    Filer's total
    $987,291

  • KATHARINE BOLLAND ESHGHI

    SVP GENERAL COUNSEL-PGL

    Total calculated
    $1,018,962
    From this org
    $0
    From related orgs
    $871,851
    Other
    $147,111
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $523,912 related
    Bonus
    $0 + $321,482 related
    Other
    $0 + $26,457 related
    Deferred
    $0 + $111,047 related
    Nontaxable benefits
    $0 + $36,064 related
    Filer's total
    $0 + $1,018,962 related

  • MUSTAFA AKYUREK MD

    PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP

    Total calculated
    $964,323
    From this org
    $880,156
    From related orgs
    $0
    Other
    $84,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,617
    Bonus
    $591,539
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $67,667
    Filer's total
    $964,323

  • BART METZGER

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

    Total calculated
    $391,066
    From this org
    $0
    From related orgs
    $391,038
    Other
    $28
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $26,631 related
    Other
    $0 + $364,407 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $28 related
    Filer's total
    $0 + $391,066 related

  • JACK W BAILEY

    SVP, CLINICAL SVCS UNTIL 9/2023

    Total calculated
    $579,665
    From this org
    $536,732
    From related orgs
    $0
    Other
    $42,933
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $148,708
    Bonus
    $151,421
    Other
    $236,603
    Deferred
    $25,159
    Nontaxable benefits
    $17,774
    Filer's total
    $579,665

  • JAMES P CYR

    FORMER KEY EMPLOYEE UNTIL FY2024

    Total calculated
    $683,492
    From this org
    $613,041
    From related orgs
    $0
    Other
    $70,451
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $287,905
    Bonus
    $97,279
    Other
    $227,857
    Deferred
    $32,810
    Nontaxable benefits
    $37,641
    Filer's total
    $683,492

  • JOHN BRONHARD

    FORMER OFFICER UNTIL 10/1/18

    Total calculated
    $475,553
    From this org
    $433,133
    From related orgs
    $0
    Other
    $42,420
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $355,312
    Bonus
    $77,281
    Other
    $540
    Deferred
    $8,514
    Nontaxable benefits
    $33,906
    Filer's total
    $475,553

  • JOHN R SALZBERG

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

    Total calculated
    $548,630
    From this org
    $0
    From related orgs
    $468,686
    Other
    $79,944
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $259,742 related
    Bonus
    $0 + $194,957 related
    Other
    $0 + $13,987 related
    Deferred
    $0 + $53,773 related
    Nontaxable benefits
    $0 + $26,171 related
    Filer's total
    $0 + $548,630 related

  • KIMBERLY EISENSTOCK MD

    DIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2023

    Total calculated
    $412,714
    From this org
    $347,385
    From related orgs
    $0
    Other
    $65,329
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $286,143
    Bonus
    $61,142
    Other
    $100
    Deferred
    $16,500
    Nontaxable benefits
    $48,829
    Filer's total
    $412,714

  • LATAMARA LUNDI

    PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023

    Total calculated
    $542,784
    From this org
    $0
    From related orgs
    $495,409
    Other
    $47,375
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $105,989 related
    Bonus
    $0 + $123,737 related
    Other
    $0 + $265,683 related
    Deferred
    $0 + $34,610 related
    Nontaxable benefits
    $0 + $12,765 related
    Filer's total
    $0 + $542,784 related

  • MARK JOHNSON MD

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

    Total calculated
    $1,089,541
    From this org
    $1,035,521
    From related orgs
    $0
    Other
    $54,020
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $1,000,521
    Bonus
    $35,000
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $37,520
    Filer's total
    $1,089,541

  • MICHAEL GUSTAFSON MD

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

    Total calculated
    $2,804,106
    From this org
    $2,606,895
    From related orgs
    $0
    Other
    $197,211
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $567,879
    Bonus
    $850,434
    Other
    $1,188,582
    Deferred
    $179,202
    Nontaxable benefits
    $18,009
    Filer's total
    $2,804,106

  • RICARDO A BELLO

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

    Total calculated
    $392,596
    From this org
    $363,043
    From related orgs
    $0
    Other
    $29,553
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $206,674
    Bonus
    $0
    Other
    $156,369
    Deferred
    $12,656
    Nontaxable benefits
    $16,897
    Filer's total
    $392,596

  • SHLOMIT SCHAAL MD

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

    Total calculated
    $179,030
    From this org
    $161,255
    From related orgs
    $0
    Other
    $17,775
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $161,255
    Bonus
    $0
    Other
    $0
    Deferred
    $8,293
    Nontaxable benefits
    $9,482
    Filer's total
    $179,030

  • STEPHEN TOSI

    DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

    Total calculated
    $671,242
    From this org
    $617,721
    From related orgs
    $0
    Other
    $53,521
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $442,970
    Bonus
    $174,751
    Other
    $0
    Deferred
    $14,071
    Nontaxable benefits
    $39,450
    Filer's total
    $671,242

  • WILLIAM CORBETT MD

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

    Total calculated
    $656,356
    From this org
    $595,409
    From related orgs
    $0
    Other
    $60,947
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $365,563
    Bonus
    $155,877
    Other
    $73,969
    Deferred
    $27,348
    Nontaxable benefits
    $33,599
    Filer's total
    $656,356

  • XIMENA M CASTRO MD

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

    Total calculated
    $387,056
    From this org
    $371,518
    From related orgs
    $0
    Other
    $15,538
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $278,474
    Bonus
    $92,994
    Other
    $50
    Deferred
    $0
    Nontaxable benefits
    $15,538
    Filer's total
    $387,056

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
  • 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
12 executives listed in Part VII, Section A, Line 1a received tax gross-up payments for Executive Life Insurance and Executive Disability. These benefits are treated as taxable compensation to the individual.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM SEVERANCE IN THE REPORTING PERIOD: TOP PAID: TAYLOR PATEL, JUDITH $409,665 MCEVOY, CATHERINE $271,187 FORMER: GUSTAFSON, MICHAEL $1,194.731 BAILEY, JACK W. $457,327 METZGER, BART $364,605 LUNDI, LATAMARA $350,880 Severance total: $3,048,395
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD: OFFICERS, DIRECTORS, TRUSTEES: MELGAR, SERGIO $295,599 MOORE, EDWARD $56,481 SUBTOTAL OFF, DIR, TRUSTEES $352,080 KEY EMPLOYEES: DRISCOLL, KATHLEEN $42,383 RANDOLPH, JOHN T. $27,614 SHAKMAN, ALICE $44,339 SUBTOTAL KEY EMPLOYEES $114,336 FORMER: BAILEY, JACK W. $85,772 CORBETT, WILLIAM F. $47,663 GUSTAFSON, MICHAEL $780,316 LUNDI, LATAMARA $69,600 SUBTOTAL FORMER $983,351 TOTAL $1,449,767 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): KEY EMPLOYEES: ALPER, ERIC J. HUGGINS, BRIAN MCCANDLESS, VICTORIA SODANO, ROBIN L. ROSSI, CATHERINE M. WIESMAN, TOD G. CAFFARENA, DIANNA J.
Schedule J, Part I, Line 7 Non-fixed payments
The Retention Benefit was provided to the current Executive Benefits Program began effective 1/1/2021, replacing the former Executive Benefits Program, to keep those covered by the former program 'whole' during the transition period.A new specific income code, at the time, was setup for this payment RETAE = Retention Award Executive. It did not have to do with a terminated Executive, but to delay or guard against Executive voluntary terminations.
Schedule J, Part I, Line 3 CEO/Executive Director paid by related organization
Eric W. Dickson, MD is President & CEO of UMass Memorial Health Care, Inc. and Affiliates, which includes all entities in this Group 990. As top management official, he is paid by UMass Memorial Health Care, Inc. (Parent), a related organization.
Schedule J, Part II Compensation to Directors
THE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR.
Schedule J, Part II Compensation to employees
Compensation to employees reported in Part VII and Schedule J is paid by UMass Memorial Health Care, Inc. and Affiliates only. Some of our physicians are also employed by UMass Chan Medical School - University of Massachusetts, an unrelated entity for tax purposes.

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

  • UMass Chan Medical School

    $7,100,000

    PRIMARY PURPOSE OF THE ACADEMIC INVESTMENT FUNDS IS TO SUPPORT THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL PROGRAMS. - $7,100,000

  • Family Health Center of Worcester Inc

    $1,000,000

    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.

  • Edward M Kennedy Community Health Ctr Inc

    $1,000,000

    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.

  • American Heart Association Inc

    $25,000

    4. Support for American Heart Association

  • Physician Health Services Inc

    $17,500

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

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 $2,320,430 · assets $28,249,526

    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 · share of income $209,415 · share of assets $308,871 · controlled entity

    Directly controlled by UMass Memorial Realty Inc

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202502269349301705

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