UMASS MEMORIAL HEALTH CARE INC & AFFILIATES Charity Report

Public IRS 990 nonprofit record

UMASS MEMORIAL HEALTH CARE INC & AFFILIATES

EIN 91-2155626 · Health Care (E210)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $91.50 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 leaders100 people are listed in the latest report.

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

Money made simple

90.40%of revenue went to mission work91.5% of expenses · Program services

0.12%of revenue went to fundraising0.1% of expenses

$89.90spent for every $100 of revenueRevenue covered expenses this year.

8.33%of revenue went to management and office costs8.4% of expenses

$2.38in assets for every $1 spent this yearSome assets cannot be spent right away.

0.8%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 $2,804,106 for MICHAEL GUSTAFSON MD (FORMER PRESIDENT, UMM MEDICAL CENTER, INC. UNTIL 9). 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$4,157,718,509

Mission workProgram services$3,758,518,89290.40% of revenue91.5% of expenses

ManagementOffice and general costs$346,236,4268.33% of revenue8.4% of expenses

FundraisingAsking for donations$4,815,4260.12% of revenue0.1% of expenses

Revenue left after expensesReported annual surplus$48,147,7651.16% of revenueShown in gray on the chart

Total expenses$4,109,570,74498.84% 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: 91.5% mission · 8.4% management · 0.1% fundraisingTotal expenses: 98.84% of revenue

2022Expense mix: 90.0% mission · 9.8% management · 0.1% fundraisingTotal expenses: 95.89% of revenue

2021Expense mix: 90.5% mission · 9.4% management · 0.1% fundraisingTotal expenses: 99.25% of revenue

2020Expense mix: 90.4% mission · 9.5% management · 0.1% fundraisingTotal expenses: 96.85% of revenue

2019Expense mix: 91.2% mission · 8.7% management · 0.1% fundraisingTotal expenses: 99.26% of revenue

2018Expense mix: 89.7% mission · 10.2% management · 0.0% fundraisingTotal expenses: 92.78% of revenue

2017Expense mix: 89.9% mission · 10.1% management · 0.0% fundraisingTotal expenses: 101.86% of revenue

2016Expense mix: 88.0% mission · 12.0% management · 0.0% fundraisingTotal expenses: 99.57% of revenue

Money in and money out

Revenue$4,571,034,235

Expenses$4,109,570,744

Annual surplus $461,463,491 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)$3,758,518,892 · 91.5% of expenses

Management and office costs$346,236,426 · 8.4% of expenses

Fundraising$4,815,426 · 0.1% of expenses

See all reported dollar amounts

Revenue$4,571,034,235

Expenses$4,109,570,744

Assets$9,783,557,960

Income$4,579,373,399

Contributions$38,694,008

Mission work (program services)$3,758,518,892

Fundraising$4,815,426

Grants given$59,752,969

Average grant$1,127,415

Management and general$346,236,426

Stocks and bonds$27,944,936

Accounting fees$342,832

Investing fees$675,117

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

MICHAEL GUSTAFSON MDFORMER PRESIDENT, UMM MEDICAL CENTER, INC. UNTIL 9 $2,804,106Base $2,606,895 · Other $197,211

ARNO S SUNGARIANPHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROU · 40 hrs/week $1,462,048Base $1,331,291 · Other $130,757

ANDREW KARSON MDPRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC. · 40 hrs/week $1,221,909Base $1,047,779 · Other $174,130

MARK JOHNSON MDFORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC $1,089,541Base $1,035,521 · Other $54,020

DEMETRIUS LITWIN MDPHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP · 28 hrs/week $1,079,134Base $933,321 · Other $145,813

STEVEN ROACHPRESIDENT, DIRECTOR UNTIL 9/2024., CNEHA, INC. & M · 40 hrs/week $995,468Base $865,155 · Other $130,313

JENNIFER WALKERDIVISION CHIEF · 40 hrs/week $987,291Base $932,931 · Other $54,360

JUSTIN PRECOURTSVP, PATIENT CARE SVCS & CNO · 40 hrs/week $980,681Base $860,914 · Other $119,767

MUSTAFA AKYUREK MDPHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP · 40 hrs/week $964,323Base $880,156 · Other $84,167

EDWARD MOOREPRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. · 40 hrs/week $896,640Base $842,348 · Other $54,292

MITCHELL SOKOLOFF MDDIRECTOR, UMM MEDICAL GROUP, INC. · 1 hrs/week $867,257Base $790,352 · Other $76,905

JOHN GREENWOODPRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZA · 40 hrs/week $756,913Base $625,236 · Other $131,677

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 (100)

MICHAEL GUSTAFSON MDFORMER PRESIDENT, UMM MEDICAL CENTER, INC. UNTIL 9

ARNO S SUNGARIANPHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROU

ANDREW KARSON MDPRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC.

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

DEMETRIUS LITWIN MDPHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP

STEVEN ROACHPRESIDENT, DIRECTOR UNTIL 9/2024., CNEHA, INC. & M

JENNIFER WALKERDIVISION CHIEF

JUSTIN PRECOURTSVP, PATIENT CARE SVCS & CNO

MUSTAFA AKYUREK MDPHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP

EDWARD MOOREPRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC.

MITCHELL SOKOLOFF MDDIRECTOR, UMM MEDICAL GROUP, INC.

JOHN GREENWOODPRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZA

THERESE MASTRODOMENICODIRECTOR, UMM HEALTH VENTURES, INC.

KIMIYOSHI KOBAYASHI MDDIRECTOR, MARLBOROUGH HOSPITAL

JAMES P CYRFORMER KEY EMPLOYEE UNTIL FY2024

STEPHEN TOSIDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

CHRISTOPHER MARSHALL MDDIRECTOR, UMM MEDICAL GROUP, INC.

WILLIAM CORBETT MDDIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-CLINTON

GERALDINE VAUGHANTREASURER, UMM MEDICAL GROUP, INC., DIRECTOR VARIO

DIANNA J CAFFARENASVP, AMBULATORY SVCS

CHARLES CAVAGNARO MDINTERIM PRESIDENT, DIRECTOR, MARLBOROUGH HOSPITAL,

JACK W BAILEYSVP, CLINICAL SVCS UNTIL 9/2023

MAX ROSEN MDDIRECTOR, UMM MEDICAL GROUP, INC.

FRANCESCO AIELLO MDDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

ALICE A SHAKMANSVP, CLINICAL SVCS

KIMBERLY GAIL WATSON EBB MDDIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC

JOAHD TOUREDIRECTOR, UMM COMMUNITY HOSPITALS, INC.

STEVEN MCCUEASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AN

ERIC W DICKSON MDPRESIDENT & CEO, UMMHC, INC. & AFFILIATES, DIRECTO

JOHN BRONHARDFORMER OFFICER UNTIL 10/1/18

CELESTE STRAIGHTCHAIRPERSON, DIRECTOR, UMM MEDICAL GROUP, INC.

MATTHEW TRAINOR MDDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

JOSEPH TENNYSONDIRECTOR, MARLBOROUGH HOSPITAL

HAROLD R LEMIEUXPRESIDENT, DIRECTOR, UMM REALTY, INC.

KIMBERLY EISENSTOCK MDDIRECTOR, MARLBOROUGH HOSPITAL UNTIL 9/2023

MICHELLE L OROURKE DNPRN CCRNDIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & D

RICARDO A BELLOFORMER DIRECTOR UNTIL 9/2023, UMM MEDICAL GROUP, I

XIMENA M CASTRO MDFORMER DIRECTOR UNTIL 9/2023, UMM HEALTHALLIANCE-C

KIMBERLY YONKERSDIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VAR

BETH K MAZYCK MDDIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSP. , INC.,

DEBRA TWEHOUSDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

JOSEPHINE FOWLER MDDIRECTOR, UMM MEDICAL GROUP, INC.

JENNIFER REIDY MDDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

MATTHEW ZANGHI MDDIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC

DOUGLAS S BROWNSECRETARY UNTIL 9/2024, UMM MEDICAL CENTER, INC.,

DIANE FRONCKIEWICZSECRETARY, UMM HARRINGTON HOSPITAL INC. DIRECTOR V

GORDON BENSONPRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VAR

ALAN P BROWN MDDIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VAR

VIBHA SHARMA MDDIRECTOR, MARLBOROUGH HOSPITAL

SHLOMIT SCHAAL MDPRESIDENT, DIRECTOR UNTIL 9/2023, UMM MEDICAL GROU

JODY ANDERSONPRESIDENT, DIRECTOR, HEALTHALLIANCE HOME HEALTH AN

ERIC J ALPER MDSVP CQO & CHF INFORMATICS OFF

ROBERT BABINEAU JR MDDIRECTOR UNTIL 9/2024, UMM HEALTHALLIANCE-CLINTON

KATHARINE BOLLAND ESHGHISVP GENERAL COUNSEL-PGL

ROBIN L SODANOSVP, INFORMATION SYSTEMS

TOD WIESMANSVP CHIEF HR OFFICER

CATHERINE ROSSISVP HEALTH SYSTEM CONTRACTING

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

JAMES LEARYDIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VAR

MAUREEN CROTEAUASSISTANT SECRETARY, UMM HEALTHALLIANCE-CLINTON HO

JEANNE SHIRSHACTREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

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

FRANCIS W SMITHSECRETARY, UMM MEDICAL GROUP, INC., OFFICER VARIOU

JOHN T RANDOLPHVP, CHIEF CORPORATE COMPLIANCE

BRIAN HUGGINSSVP FINANCE/CORPORATE CONTROLLER

KATHLEEN DRISCOLLSVP, CHIEF PHILANTHROPHY OFC

JOHN GLASSBURNSECRETARY, UMM COMMUNITY HOSPITALS, INC., OFFICER

VICTORIA MCCANDLESSVP SYS CEO COMM OFC/ASSOC COS

LALITA MATTA MDDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

LATAMARA LUNDIPRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023

SARA K MANGANELLIASSISTANT SECRETARY, MARLBOROUGH HOSPITAL

JORDAN EISENSTOCK MDDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

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

AMY GRASSETTEDIRECTOR, COMMUNITY HEALTHLINK, INC.

ANN K MOLLOYVICE-CHAIRPERSON, MARLBOROUGH HOSPITAL

ANTHONY J DETARANDODIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VA

BARBARA KUPFERDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

BRIAN BOUVIERDIRECTOR, MARLBOROUGH HOSPITAL

CHERYL LAPRIOREDIRECTOR, COMMUNITY HEALTHLINK, INC.

CHRISTOPHER HENDRYDIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC

DAVID L BENNETTDIRECTOR, UMM MEDICAL CENTER, INC., DIRECTOR VARIO

DEBORAH BOYDVICE-CHAIRPERSON, DIRECTOR, UMM HARRINGTON HOSPITA

DIANE MCKEE MDDIRECTOR, COMMUNITY HEALTHLINK, INC., DIRECTOR VAR

DONATA MARTINDIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC

ELLEN DORIANDIRECTOR, MARLBOROUGH HOSPITAL

ELVIRA GUARDIOLAVICE CHAIRPERSON, DIRECTOR, UMM MEDICAL CENTER, IN

EVAN BENJAMIN MDDIRECTOR, UMM MEDICAL CENTER, INC.

FRANCIS SWEENEYDIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.

FRANK POWERS MDDIRECTOR HARRINGTON PHYSICIAN SERVICES, INC

FREDERICK G CROCKERDIRECTOR, UMM HEALTH VENTURES, INC.

GORDON LEWISDIRECTOR, UMM COMMUNITY HOSPITALS, INC.

GREGORY MIRHEIDIRECTOR, COMMUNITY HEALTHLINK, INC.

JACK WILSONDIRECTOR, UMM COMMUNITY HOSPITALS, INC.

JAMES WADDICKCHAIRPERSON, DIRECTOR HARRINGTON PHYSICIAN SERVICE

JAMES FAUST MDDIRECTOR UNTIL 9/2024, UMM HARRINGTON HOSPITAL INC

JEAN MCMURRAYDIRECTOR, UMM MEDICAL CENTER, INC. DIRECTOR VARIOU

JEAN KING PHDDIRECTOR, UMM MEDICAL CENTER, INC.

JEFF THOMPSONDIRECTOR, CATALYSIS, INC.

JOANNE JOHNSONDIRECTOR, COMMUNITY HEALTHLINK, INC.,

JOHN FERNANDESDIRECTOR, UMM COMMUNITY HOSPITALS, 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) 334-0496 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 (E210)
Grant-giving organization: Yes