UMASS MEMORIAL HEALTH CARE INC (PARENT) Charity Report

Public IRS 990 nonprofit record

UMASS MEMORIAL HEALTH CARE INC (PARENT)

EIN 04-3358566 · Health Care (E110)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders56 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

86.66%of revenue went to mission work87.7% of expenses · Program services

0.53%of revenue went to fundraising0.5% of expenses

$98.81spent for every $100 of revenueRevenue covered expenses this year.

11.62%of revenue went to management and office costs11.8% of expenses

$3.33in assets for every $1 spent this yearSome assets cannot be spent right away.

7.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $3,915,336 for ERIC W DICKSON MD (PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$692,531,729

Mission workProgram services$600,169,01686.66% of revenue87.7% of expenses

ManagementOffice and general costs$80,446,20311.62% of revenue11.8% of expenses

FundraisingAsking for donations$3,659,1360.53% of revenue0.5% of expenses

Revenue left after expensesReported annual surplus$8,257,3741.19% of revenueShown in gray on the chart

Total expenses$684,274,35598.81% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 87.7% mission · 11.8% management · 0.5% fundraisingTotal expenses: 98.81% of revenue

2022Expense mix: 89.5% mission · 9.8% management · 0.7% fundraisingTotal expenses: 95.62% of revenue

2021Expense mix: 89.1% mission · 10.2% management · 0.7% fundraisingTotal expenses: 106.41% of revenue

2020Expense mix: 95.9% mission · 3.6% management · 0.5% fundraisingTotal expenses: 97.58% of revenue

2019Expense mix: 97.5% mission · 2.1% management · 0.4% fundraisingTotal expenses: 97.13% of revenue

2018Expense mix: 98.0% mission · 1.8% management · 0.2% fundraisingTotal expenses: 98.90% of revenue

2017Expense mix: 98.4% mission · 1.5% management · 0.1% fundraisingTotal expenses: 87.39% of revenue

2016Expense mix: 97.4% mission · 2.3% management · 0.3% fundraisingTotal expenses: 89.07% of revenue

Money in and money out

Revenue$692,531,729

Expenses$684,274,355

Annual surplus $8,257,374 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$600,169,016 · 87.7% of expenses

Management and office costs$80,446,203 · 11.8% of expenses

Fundraising$3,659,136 · 0.5% of expenses

See all reported dollar amounts

Revenue$692,531,729

Expenses$684,274,355

Assets$2,279,779,491

Income$692,959,983

Contributions$48,482,023

Mission work (program services)$600,169,016

Fundraising$3,659,136

Grants given$13,352,648

Average grant$143,577

Management and general$80,446,203

Stocks and bonds$22,445,430

Accounting fees$1,791,807

Investing fees$990,785

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ERIC W DICKSON MDPRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC. · 40 hrs/week $3,915,336Base $3,438,759 · Other $476,577

SERGIO MELGAREVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER · 40 hrs/week $1,905,957Base $1,815,312 · Other $90,645

DOUGLAS S BROWNSECRETARY UNTIL 9/2024, UMM HEALTH CARE, INC. · 40 hrs/week $1,714,183Base $1,472,173 · Other $242,010

KATHARINE BOLLAND ESHGHIASSISTANT SECRETARY, UMM HEALTH CARE, INC. · 40 hrs/week $1,018,962Base $871,851 · Other $147,111

ERIC J ALPER MDSVP CQO & CHF INFORMATICS OFF · 40 hrs/week $954,164Base $805,013 · Other $149,151

ROBIN L SODANOSVP, INFORMATION SYSTEMS · 40 hrs/week $864,914Base $748,860 · Other $116,054

TOD WIESMANSVP CHIEF HR OFFICER · 40 hrs/week $786,465Base $677,305 · Other $109,160

KATHLEEN DRISCOLLSVP, CHIEF PHILANTHROPHY OFC · 40 hrs/week $691,573Base $636,426 · Other $55,147

CATHERINE ROSSISVP HEALTH SYSTEM CONTRACTING · 40 hrs/week $621,786Base $523,448 · Other $98,338

BRIAN HUGGINSSVP FINANCE/CORPORATE CONTROLLER · 40 hrs/week $562,366Base $494,716 · Other $67,650

JOHN R SALZBERGFORMER SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/202 $548,630Base $468,686 · Other $79,944

LATAMARA LUNDIPRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023 $542,784Base $495,409 · Other $47,375

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (56)

ERIC W DICKSON MDPRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.

SERGIO MELGAREVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER

DOUGLAS S BROWNSECRETARY UNTIL 9/2024, UMM HEALTH CARE, INC.

KATHARINE BOLLAND ESHGHIASSISTANT SECRETARY, UMM HEALTH CARE, INC.

ERIC J ALPER MDSVP CQO & CHF INFORMATICS OFF

ROBIN L SODANOSVP, INFORMATION SYSTEMS

TOD WIESMANSVP CHIEF HR OFFICER

KATHLEEN DRISCOLLSVP, CHIEF PHILANTHROPHY OFC

CATHERINE ROSSISVP HEALTH SYSTEM CONTRACTING

BRIAN HUGGINSSVP FINANCE/CORPORATE CONTROLLER

JOHN R SALZBERGFORMER SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/202

LATAMARA LUNDIPRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023

JEANNE SHIRSHACTREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

BRIAN K GIBBSVP CHIEF DIV EQTY INCL OFC

JOHN T RANDOLPHVP, CHIEF CORPORATE COMPLIANCE

VICTORIA MCCANDLESSVP SYS CEO COMM OFC/ASSOC COS

JUDITH TAYLOR PATELVP INTERIM CHIEF MKTG OFC

ROBERT A KLUGMAN MDAVP MED DIR, EHS & OCC HLTH

CATHERYN C MCEVOYVP CORPORATE RELATIONS

BART METZGERFORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022

MICHAEL GUSTAFSON MDFORMER PRESIDENT, MEDICAL CENTER UNTIL 9/2023

ANDREW KARSON MDSVP, CMO-UMMMC

JOHN GREENWOODSVP, POP HLTH & PRESIDENT, ACO

STEVEN ROACHKEY EMPLOYEE UNTIL 9/30/2024

THERESE MASTRODOMENICOVP/CHIEF FINANCIAL OFFICER MED CENTER

JUSTIN PRECOURTSVP, PATIENT CARE SVCS & CNO

ALICE A SHAKMANSVP, CLINICAL SVCS

GERALDINE VAUGHANSVP/COO UMMMG

JAMES P CYRFORMER KEY EMPLOYEE UNTIL FY2024

DIANNA J CAFFARENASVP, AMBULATORY SVCS

WILLIAM CORBETT MDSVP, COMMUNITY PRACTICES UNTIL 9/2023

EDWARD MOOREPRESIDENT, HARRINGTON HOSPITAL

MARK JOHNSON MDFORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC

STEPHEN TOSIFORMER KEY EMPLOYEE UNTIL FY2021

JACK W BAILEYSVP, CLINICAL SVCS UNTIL 9/2023

GORDON BENSONPRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VAR

JOAHD TOURESVP CMG

DAVID L BENNETTDIRECTOR, UMM HEALTH CARE, INC.

BRIAN J EARLYDIRECTOR, UMM HEALTH CARE, INC.

TERENCE FLOTTE MDDIRECTOR, UMM HEALTH CARE, INC.

SUSAN MAILMANDIRECTOR, UMM HEALTH CARE, INC.

ELVIRA GUARDIOLAVICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.

ROSEMARY THOMSENDIRECTOR, UMM HEALTH CARE, INC.

EVAN BENJAMIN MDDIRECTOR, UMM HEALTH CARE, INC.

RAYMOND PAWLICKIDIRECTOR, UMM HEALTH CARE, INC.

RICHARD K BENNETTDIRECTOR UNTIL 9/2024, UMM HEALTH CARE, INC.

RICHARD SIEGRISTDIRECTOR, UMM HEALTH CARE, INC.

NANCY KANEDIRECTOR, UMM HEALTH CARE, INC.

MICHAEL F OBRIENDIRECTOR, UMM HEALTH CARE, INC.

MICHAEL COLLINS MDDIRECTOR, UMM HEALTH CARE, INC.

MICHAEL ENGELDIRECTOR, UMM HEALTH CARE, INC.

LYNDA M YOUNG MDCHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC.

LISA COLOMBODIRECTOR, UMM HEALTH CARE, INC.

LESLIE BOVENZIDIRECTOR, UMM HEALTH CARE, INC.

JEAN MCMURRAYDIRECTOR, UMM HEALTH CARE, INC.

JEAN KING PHDDIRECTOR, UMM HEALTH CARE, INC.

About this charity

Recognized since: January 2000
Location: 100 FRONT ST STE 200, WORCESTER, MA 01608-1442
County: Worcester
In care of: % BRIAN HUGGINS
Primary officer: Sergio Melgar, EVP/CFO/Treasurer

How to reach them

WebsiteVisit the charity’s website Phone(508) 334-0252 Officer phone(508) 334-0530

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: CROWE LLP
NTEE classification: Health Care (E110)
Grant-giving organization: Yes