Nonprofit · EIN 04-3358566
UMASS MEMORIAL HEALTH CARE INC
Tax-exempt · WORCESTER, MA 01608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $790,607,985 | $751,182,585 | $39,425,400 | $2,546,194,947 | $1,396,872,080 | $1,149,322,867 |
| September 30, 2024 | 990 | $692,531,729 | $684,274,355 | $8,257,374 | $2,279,779,491 | $1,305,261,487 | $974,518,004 |
| September 30, 2023 | 990 | $563,656,357 | $538,975,429 | $24,680,928 | $1,878,775,973 | $1,185,336,304 | $693,439,669 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $44,794,118
- of which government grants
- $28,371,161
- Program service revenue
- $690,141,526
- Investment income
- $55,718,768
- Net income from fundraising events
- -$46,427
- Tax-exempt bond proceeds
- $237,073
- Other revenue
- -$46,427
Expenses
- Grants and similar amounts paid
- $403,000
- Compensation of officers, directors and key employees
- $13,763,877
- Other salaries and wages
- $218,775,180
- Salaries, compensation and benefits (total)
- $317,699,111
- Professional fundraising fees
- $0
- Legal fees
- $4,110,808
- Accounting fees
- $1,592,643
- Occupancy
- $7,606,980
- Travel
- $1,214,453
- Depreciation
- $55,009,285
- Program services (functional)
- $679,786,052
- Management and general (functional)
- $68,746,382
- Fundraising (functional)
- $2,650,151
Balance sheet and other
- Total assets, start of year
- $2,279,779,491
- Total assets, end of year
- $2,546,194,947
- Total liabilities, end of year
- $1,396,872,080
- Net assets, end of year
- $1,149,322,867
- Land, buildings and equipment
- $345,346,498
- Net assets without donor restrictions
- $1,059,440,312
- Net assets with donor restrictions
- $89,882,555
- Gross unrelated business income
- -$31,812
- Gross receipts
- $791,103,004
- Employees
- 2,594
- Volunteers
- 22
- Year formed
- 1998
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC W DICKSON MD | PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 40 | $3,516,681 | $0 | $625,164 |
| SERGIO MELGAR | EVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER Officer | 40 | $3,101,808 | $0 | $96,684 |
| DOUGLAS S BROWN | FORMER SECRETARY UNTIL 9/2024, UMM HEALTH CARE, INC. Former | 0 | $2,641,402 | $0 | $275,146 |
| STEVEN ROACH | FORMER KEY EMPLOYEE UNTIL 9/30/2024 Former | 0 | $0 | $1,248,835 | $141,228 |
| EDWARD J KELLY | PRESIDENT, MRMC Key employee | 5 | $0 | $1,080,516 | $237,041 |
| ANDREW KARSON MD | PRESIDENT, UMMMG Key employee | 5 | $0 | $1,105,767 | $202,855 |
| MICHELE STREETER | FORMER DIR CLINICAL STRATEGIES UNTIL 9/2022 Former | 0 | $0 | $1,200,708 | $29,633 |
| JUSTIN PRECOURT | PRESIDENT, UMMMC Key employee | 5 | $0 | $990,238 | $148,431 |
| MICHAEL GUSTAFSON MD | FORMER PRESIDENT, MEDICAL CENTER UNTIL 9/2023 Former | 0 | $0 | $1,024,330 | $103,599 |
| MARK JOHNSON MD | FORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC. Former | 0 | $0 | $1,053,814 | $58,657 |
| KATHARINE BOLLAND ESHGHI | ASSISTANT SECRETARY, UMM HEALTH CARE, INC. Officer | 40 | $925,115 | $0 | $185,112 |
| ROBIN L SODANO | SVP, INFORMATION SYSTEMS Key employee | 40 | $893,274 | $0 | $150,922 |
| EDWARD MOORE | PRESIDENT, HARRINGTON HOSPITAL Key employee | 5 | $0 | $891,971 | $87,968 |
| ERIC J ALPER MD | SVP CQO & CHF INFORMATICS OFF Key employee | 40 | $792,676 | $0 | $182,555 |
| TOD WIESMAN | SVP, CHIEF HR OFFICER Key employee | 40 | $737,114 | $0 | $137,298 |
47 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALICE A SHAKMAN | SVP, CLINICAL SVCS Key employee | 5 | $0 | $722,445 | $93,127 |
| KATHLEEN DRISCOLL | SVP, CHIEF PHILANTHROPHY OFC Key employee | 40 | $698,024 | $0 | $87,791 |
| JOHN GREENWOOD | SVP, POP HLTH & PRESIDENT, ACO Key employee | 5 | $0 | $622,374 | $146,875 |
| THERESE MASTRODOMENICO | VP/CHIEF FINANCIAL OFFICER MED CENTER UNTIL 9/2025 Key employee | 5 | $0 | $603,267 | $149,554 |
| GERALDINE VAUGHAN | SVP/COO, UMMMG UNTIL 9/2025 Key employee | 5 | $0 | $626,552 | $107,608 |
| BRIAN HUGGINS | SVP, FINANCE/CORPORATE CONTROLLER Key employee | 40 | $620,712 | $0 | $89,883 |
| STEPHEN TOSI | FORMER KEY EMPLOYEE UNTIL FY2021 Former | 0 | $0 | $638,438 | $62,532 |
| CHARLES CAVAGNARO MD | PRESIDENT OF CNEHA, UMM HA-CH & MH Key employee | 5 | $0 | $625,853 | $27,831 |
| JOAHD TOURE | SVP, CMG Key employee | 5 | $0 | $599,974 | $53,622 |
| DIANNA J CAFFARENA | SVP, AMBULATORY SVCS Key employee | 5 | $0 | $538,537 | $96,402 |
| CATHERINE ROSSI | SVP, HEALTH SYSTEM CONTRACTING Key employee | 40 | $502,526 | $0 | $111,995 |
| CELESTE STRAIGHT | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 5 | $0 | $444,559 | $129,665 |
| BRIAN K GIBBS | VP, CHIEF DIV EQTY INCL OFC Highest-paid employee | 40 | $467,210 | $0 | $79,836 |
| PAUL MACKINNON | VP, SPECIAL PROJECTS Highest-paid employee | 40 | $478,842 | $0 | $51,812 |
| JEANNE SHIRSHAC | HCE, VP, HEALTH POLICY/PUBLIC PROG Highest-paid employee | 40 | $441,202 | $0 | $86,437 |
| JAYSON KAVERUD | VP, COMPENSATION & HRIS Highest-paid employee | 40 | $462,967 | $0 | $61,878 |
| VICTORIA MCCANDLESS | SVP, COS & SYS CEO COMMS OFC Key employee | 40 | $450,478 | $0 | $67,112 |
| ROBERT A KLUGMAN MD | AVP, MED DIR, EHS & OCC HLTH Highest-paid employee | 40 | $420,411 | $0 | $66,675 |
| PENELOPE IANNELLI | SVP, CHIEF TRANSFORMATION OFFICER Key employee | 40 | $399,358 | $0 | $75,648 |
| JOHN T RANDOLPH | VP, CHIEF CORPORATE COMPLIANCE UNTIL 9/2025 Officer | 40 | $398,977 | $0 | $75,679 |
| ROBERT FELDMAN | SVP UNTIL FY2021, FINANCE/CORPORATE CONTROLLER Former | 0 | $0 | $442,891 | $0 |
| ANGELA CONFOEY | SVP, REV CYCLE Key employee | 5 | $0 | $383,754 | $50,281 |
| JAMES P CYR | FORMER KEY EMPLOYEE UNTIL FY2024 Former | 0 | $0 | $361,764 | $66,754 |
| JACK W BAILEY | SVP, CLINICAL SVCS UNTIL 9/2023 Former | 0 | $0 | $319,738 | $13,091 |
| LATAMARA LUNDI | PRESIDENT, COMMUNTY HEALTHLINK UNTIL 9/2023 Former | 0 | $195,107 | $0 | $45,709 |
| ELVIRA GUARDIOLA | VICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LYNDA M YOUNG MD | CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIAN J EARLY | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| DAVID L BENNETT | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| EVAN BENJAMIN MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| JEAN KING PHD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| JEAN MCMURRAY | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| JOHN SHEA ESQ | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE BOVENZI | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| LISA COLOMBO | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL COLLINS MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL D MURPHY | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ENGEL | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL F O'BRIEN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL MAHAN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| NANCY KANE | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| RAYMOND PAWLICKI | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD SIEGRIST | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT J PAULHUS JR | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| ROSEMARY THOMSEN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN MAILMAN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| TERENCE FLOTTE MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 56 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC W DICKSON MD | PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 40 | $3,438,759 | $0 | $476,577 |
| MICHAEL GUSTAFSON MD | FORMER PRESIDENT, MEDICAL CENTER UNTIL 9/2023 Former | 0 | $0 | $2,606,895 | $197,211 |
| SERGIO MELGAR | EVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER Officer | 40 | $1,815,312 | $0 | $90,645 |
| DOUGLAS S BROWN | SECRETARY UNTIL 9/2024, UMM HEALTH CARE, INC. Officer | 40 | $1,472,173 | $0 | $242,010 |
| ANDREW KARSON MD | SVP, CMO-UMMMC Key employee | 5 | $0 | $1,047,779 | $174,130 |
| MARK JOHNSON MD | FORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC. Former | 0 | $0 | $1,035,521 | $54,020 |
| KATHARINE BOLLAND ESHGHI | ASSISTANT SECRETARY, UMM HEALTH CARE, INC. Officer | 40 | $871,851 | $0 | $147,111 |
| STEVEN ROACH | KEY EMPLOYEE UNTIL 9/30/2024 Key employee | 5 | $0 | $865,155 | $130,313 |
| JUSTIN PRECOURT | SVP, PATIENT CARE SVCS & CNO Key employee | 5 | $0 | $860,914 | $119,767 |
| ERIC J ALPER MD | SVP CQO & CHF INFORMATICS OFF Key employee | 40 | $805,013 | $0 | $149,151 |
| EDWARD MOORE | PRESIDENT, HARRINGTON HOSPITAL Key employee | 5 | $0 | $842,348 | $54,292 |
| ROBIN L SODANO | SVP, INFORMATION SYSTEMS Key employee | 40 | $748,860 | $0 | $116,054 |
| TOD WIESMAN | SVP CHIEF HR OFFICER Key employee | 40 | $677,305 | $0 | $109,160 |
| JOHN GREENWOOD | SVP, POP HLTH & PRESIDENT, ACO Key employee | 5 | $0 | $625,236 | $131,677 |
| THERESE MASTRODOMENICO | VP/CHIEF FINANCIAL OFFICER MED CENTER Key employee | 5 | $0 | $618,371 | $126,610 |
| KATHLEEN DRISCOLL | SVP, CHIEF PHILANTHROPHY OFC Key employee | 40 | $636,426 | $0 | $55,147 |
| JAMES P CYR | FORMER KEY EMPLOYEE UNTIL FY2024 Former | 0 | $0 | $613,041 | $70,451 |
| STEPHEN TOSI | FORMER KEY EMPLOYEE UNTIL FY2021 Former | 0 | $0 | $617,721 | $53,521 |
| WILLIAM CORBETT MD | SVP, COMMUNITY PRACTICES UNTIL 9/2023 Former | 0 | $0 | $595,409 | $60,947 |
| GERALDINE VAUGHAN | SVP/COO UMMMG Key employee | 5 | $0 | $583,785 | $70,709 |
| CATHERINE ROSSI | SVP HEALTH SYSTEM CONTRACTING Key employee | 40 | $523,448 | $0 | $98,338 |
| DIANNA J CAFFARENA | SVP, AMBULATORY SVCS Key employee | 5 | $0 | $531,746 | $66,666 |
| JACK W BAILEY | SVP, CLINICAL SVCS UNTIL 9/2023 Former | 0 | $0 | $536,732 | $42,933 |
| BRIAN HUGGINS | SVP FINANCE/CORPORATE CONTROLLER Key employee | 40 | $494,716 | $0 | $67,650 |
| JOHN R SALZBERG | FORMER SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/2023 Former | 0 | $468,686 | $0 | $79,944 |
| LATAMARA LUNDI | PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023 Former | 0 | $495,409 | $0 | $47,375 |
| ALICE A SHAKMAN | SVP, CLINICAL SVCS Key employee | 5 | $0 | $459,222 | $80,633 |
| JOAHD TOURE | SVP CMG Key employee | 5 | $0 | $498,841 | $19,538 |
| JEANNE SHIRSHAC | TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC. Highest-paid employee | 40 | $418,135 | $0 | $84,057 |
| BRIAN K GIBBS | VP CHIEF DIV EQTY INCL OFC Highest-paid employee | 40 | $439,998 | $0 | $50,772 |
| JOHN T RANDOLPH | VP, CHIEF CORPORATE COMPLIANCE Key employee | 40 | $407,405 | $0 | $71,531 |
| VICTORIA MCCANDLESS | VP SYS CEO COMM OFC/ASSOC COS Key employee | 40 | $425,278 | $0 | $49,430 |
| JUDITH TAYLOR PATEL | VP INTERIM CHIEF MKTG OFC Highest-paid employee | 40 | $420,297 | $0 | $36,968 |
| ROBERT A KLUGMAN MD | AVP MED DIR, EHS & OCC HLTH Highest-paid employee | 40 | $406,233 | $0 | $35,784 |
| CATHERYN C MCEVOY | VP CORPORATE RELATIONS Highest-paid employee | 40 | $403,062 | $0 | $0 |
| BART METZGER | FORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022 Former | 0 | $391,038 | $0 | $28 |
| GORDON BENSON | PRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VARIOUS Trustee or director, Officer | 5 | $0 | $178,072 | $35,843 |
| ELVIRA GUARDIOLA | VICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LYNDA M YOUNG MD | CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIAN J EARLY | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| DAVID L BENNETT | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| EVAN BENJAMIN MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| JEAN KING PHD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| JEAN MCMURRAY | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE BOVENZI | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| LISA COLOMBO | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL COLLINS MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ENGEL | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL F O'BRIEN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| NANCY KANE | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| RAYMOND PAWLICKI | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD K BENNETT | DIRECTOR UNTIL 9/2024, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD SIEGRIST | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| ROSEMARY THOMSEN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN MAILMAN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| TERENCE FLOTTE MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 58 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC W DICKSON MD | PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 40 | $2,661,590 | $0 | $458,493 |
| MICHAEL GUSTAFSON MD | PRESIDENT, MEDICAL CENTER UNTIL 9/2023 Key employee | 5 | $0 | $1,476,983 | $273,098 |
| SERGIO MELGAR | EVP/CFO/Treasurer, UMM Health Care, Inc. Officer Officer | 40 | $1,460,297 | $0 | $82,460 |
| DOUGLAS S BROWN | SECRETARY, UMM HEALTH CARE, INC. Officer | 40 | $1,143,302 | $0 | $230,434 |
| MARK JOHNSON MD | FORMER DIRECTOR UNTIL 9/2022, UMM HEALTH CARE, INC. Former | 0 | $0 | $987,485 | $127,255 |
| JOHN T RANDOLPH | VP, CHIEF CORPORATE COMPLIANCE Key employee | 40 | $880,679 | $0 | $64,261 |
| ANDREW KARSON MD | SVP, CMO-UMMMC Key employee | 5 | $0 | $698,414 | $158,881 |
| WILLIAM CORBETT MD | SVP, COMMUNITY PRACTICES UNTIL 9/2023 Key employee | 5 | $0 | $783,327 | $73,187 |
| STEVEN ROACH | PRESIDENT, CNEHA, Inc. & MARLBOROUGH HOSPITAL Key employee | 5 | $0 | $730,975 | $123,002 |
| ERIC J ALPER MD | SVP CQO & CHF INFORMATICS OFF Key employee | 40 | $671,815 | $0 | $140,666 |
| DANA E SWENSON | FORMER SVP, CHIEF FACILITIES OFFICER UNTIL 5/31/20 Former | 0 | $798,300 | $0 | $0 |
| KATHARINE BOLLAND ESHGHI | ASSISTANT SECRETARY, UMM HEALTH CARE, INC. Officer | 40 | $649,362 | $0 | $138,076 |
| EDWARD MOORE | PRESIDENT HARRINGTON HOSPITAL Key employee | 5 | $0 | $722,750 | $39,521 |
| ROBIN L SODANO | VP, INFORMATION SYSTEMS Key employee | 40 | $626,472 | $0 | $106,661 |
| JUSTIN PRECOURT | SVP, PATIENT CARE SVCS & CNO Key employee | 5 | $0 | $604,796 | $107,997 |
| BART METZGER | FORMER SVP, CHIEF HR OFFICER UNTIL 9/30/2022 Former | 0 | $620,601 | $0 | $33,333 |
| JOHN GREENWOOD | SVP, POP HLTH & PRESIDENT, ACO Key employee | 5 | $0 | $517,852 | $125,528 |
| KATHLEEN DRISCOLL | SVP, CHIEF PHILANTHROPHY OFC Key employee | 40 | $587,682 | $0 | $47,318 |
| THERESE DAY | VP/CHIEF FINANCIAL OFFICER MED CENTER Key employee | 5 | $0 | $510,348 | $117,682 |
| STEPHEN TOSI | FORMER KEY EMPLOYEE UNTIL FY2021 Former | 0 | $0 | $565,448 | $42,710 |
| JOHN R SALZBERG | SVP, SYSTEM REV CYCLE OPS & CRO UNTIL 9/2023 Key employee | 40 | $500,124 | $0 | $103,409 |
| GERALDINE VAUGHAN | SVP/COO UMMMG Key employee | 5 | $0 | $535,195 | $55,014 |
| TOD WIESMAN | SVP CHIEF HR OFFICER Key employee | 40 | $452,160 | $0 | $98,958 |
| JAMES P CYR | SVP, SURGICAL & PROCEDURAL SVCS Key employee | 5 | $0 | $437,981 | $69,779 |
| BRIAN HUGGINS | SVP FINANCE/CORPORATE CONTROLLER Key employee | 40 | $452,343 | $0 | $52,076 |
| PAUL D JUDD | VP TALENT ACQUISITION Highest-paid employee | 40 | $442,610 | $0 | $60,124 |
| DIANNA J CAFFARENA | SVP, AMBULATORY SVCS Key employee | 5 | $0 | $436,418 | $60,451 |
| ALICE A SHAKMAN | SVP, CLINICAL SVCS Key employee | 5 | $0 | $424,515 | $54,261 |
| CATHERINE ROSSI | SVP HEALTH SYSTEM CONTRACTING Key employee | 40 | $387,597 | $0 | $89,135 |
| JUDITH TAYLOR PATEL | VP INTERIM CHIEF MKTG OFC Highest-paid employee | 40 | $378,440 | $0 | $86,123 |
| MICHELE STREETER | FORMER DIR CLINICAL STRATEGIES UNTIL 9/30/2022 Former | 0 | $0 | $398,039 | $44,854 |
| JACK W BAILEY | SVP, CLINICAL SVCS UNTIL 9/2023 Key employee | 5 | $0 | $387,393 | $45,950 |
| BRIAN K GIBBS | VP CHIEF DIV EQTY INCL OFC Highest-paid employee | 40 | $412,718 | $0 | $18,514 |
| LATAMARA LUNDI | PRESIDENT COMMUNTY HEALTHLINK UNTIL 9/2023 Key employee | 40 | $359,241 | $0 | $55,629 |
| ROBERT A KLUGMAN MD | AVP MED DIR, EHS & OCC HLTH Highest-paid employee | 40 | $387,508 | $0 | $12,683 |
| VICTORIA MCCANDLESS | VP SYS CEO COMM OFC/ASSOC COS Key employee | 40 | $344,458 | $0 | $36,783 |
| CHERYL LAPRIORE | FORMER KEY EMPLOYEE UNTIL 9/30/2023 Former | 0 | $0 | $322,231 | $45,794 |
| TIMOTHY A TARNOWSKI | FORMER SVP, CHIEF INFO OFFICER & CTO UNTIL 12/18/19 Former | 0 | $306,063 | $0 | $0 |
| ROBERT FELDMAN | FORMER SVP, FINANCE/CORPORATE CONTROLLER UNTIL 1/25/21 Former | 0 | $251,312 | $0 | $5,340 |
| ELVIRA GUARDIOLA | VICE-CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LYNDA M YOUNG MD | CHAIRPERSON, DIRECTOR, UMM HEALTH CARE, INC. Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID L BENNETT | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| EVAN BENJAMIN MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| JEAN KING PHD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| JEAN MCMURRAY | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE BOVENZI | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| LISA COLOMBO | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL COLLINS MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL ENGEL | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL O'BRIEN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| NANCY KANE | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| PETER KNOX | DIRECTOR UNTIL 9/2023, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| RAYMOND PAWLICKI | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD K BENNETT | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD SIEGRIST | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| ROSEMARY THOMSEN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN MAILMAN | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
| TERENCE FLOTTE MD | DIRECTOR, UMM HEALTH CARE, INC. Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 FRONT ST STE 200, WORCESTER, MA 01608-1442
- In care of
- % BRIAN HUGGINS
- Principal officer (990 for 2024)
- SERGIO MELGAR, 100 FRONT ST SUITE 200, WORCESTER, MA 01608
- Signed the 990
- SERGIO MELGAR, EVP/CFO/TREASURER
- Phone
- (508) 334-0252
- Website
- WWW.UMMHEALTH.ORG
- Return prepared by
- CROWE ADVISORY LLC
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.
Program accomplishments
- 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 $679,786,052 · grants $403,000 · revenue $690,141,526
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-3358566
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Group exemption
- Exempt since
- 2000
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Group exemption
- 3642 (20 member organizations)
- Assets (IRS master file)
- $2,546,194,947
- Income (IRS master file)
- $791,103,004
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $790,607,985 | $751,182,585 | $2,546,194,947 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $692,531,729 | $684,274,355 | $2,279,779,491 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $563,656,357 | $538,975,429 | $1,878,775,973 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $486,009,918 | $517,187,036 | $1,839,772,366 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | $457,890,056 | $446,806,062 | $1,470,153,319 | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3358566).
Questions about UMASS MEMORIAL HEALTH CARE INC
- What is the EIN of UMASS MEMORIAL HEALTH CARE INC?
- The employer identification number (EIN) of UMASS MEMORIAL HEALTH CARE INC is 04-3358566.
- Is UMASS MEMORIAL HEALTH CARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to UMASS MEMORIAL HEALTH CARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does UMASS MEMORIAL HEALTH CARE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UMASS MEMORIAL HEALTH CARE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UMASS MEMORIAL HEALTH CARE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of UMASS MEMORIAL HEALTH CARE INC?
- The 990 for the year ended September 30, 2025 names SERGIO MELGAR.
- Who are the officers and directors of UMASS MEMORIAL HEALTH CARE INC?
- The 990 for the year ended September 30, 2025 lists 62 people; 19 received compensation from the organization, the highest $3,516,681 (ERIC W DICKSON MD, PRESIDENT, CEO, DIRECTOR, UMM HEALTH CARE, INC.).
- How much revenue does UMASS MEMORIAL HEALTH CARE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $790,607,985, expenses of $751,182,585 and total assets of $2,546,194,947 at year end.
Organizations in its group exemption (20)
- UMASS MEMORIAL HEALTH CARE INC EIN 91-2155626 · WORCESTER, MA · last filed 990 for 2025
- UMASS MEMORIAL HEALTH-MILFORD REGIONAL MEDICAL CENTER INC EIN 04-2103602 · MILFORD, MA · last filed 990 for 2024
- MILFORD REGIONAL PHYSICIAN GROUP INC EIN 04-3159969 · MILFORD, MA · last filed 990 for 2024
- UMASS MEMORIAL HEALTH CARE INC EIN 13-4366504 · SOUTHBRIDGE, MA · last filed 990 for 2021
- UMASS MEMORIAL HEALTH CARE INC EIN 80-0518491 · SOUTHBRIDGE, MA · last filed 990-EZ for 2021
- MILFORD REGIONAL HEALTHCARE FOUNATION INC EIN 20-0773697 · MILFORD, MA · last filed 990-EZ for 2024
- UMASS MEMORIAL HEALTH CARE INC EIN 04-3358564 · WORCESTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-2805630 · WORCESTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 46-2871359 · WORCESTER, MA
- UMASS MEMORIAL COMMUNITY ENTITIES INC EIN 04-3296271 · WORCESTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-3210002 · LEOMINSTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-2103577 · SOUTHBRIDGE, MA · last filed 990 for 2021
- UMASS MEMORIAL HEALTH CARE INC EIN 04-2103555 · LEOMINSTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-2932308 · LEOMINSTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 22-2605679 · WORCESTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-3374724 · WORCESTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-3172496 · LEOMINSTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-2104693 · MARLBOROUGH, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-2911067 · WORCESTER, MA
- UMASS MEMORIAL HEALTH CARE INC EIN 04-2626179 · WORCESTER, MA
Other nonprofits in WORCESTER
- UMASS MEMORIAL HEALTH CARE INC EIN 91-2155626 · last filed 990 for 2025
- FALLON COMMUNITY HEALTH PLAN INC EIN 23-7442369 · last filed 990 for 2024
- EDWARD M KENNEDY COMMUNITY HEALTH CENTER INC EIN 04-2513817 · last filed 990 for 2025
- ELDER SERVICES OF WORCESTER AREA INC EIN 04-2545221 · last filed 990 for 2025
- VNA CARE NETWORK INC EIN 04-2103825 · last filed 990 for 2024
- JEWISH HEALTHCARE CENTER INC EIN 04-2103803 · last filed 990 for 2024
- EASTER SEALS MASSACHUSETTS INC EIN 04-2103867 · last filed 990 for 2025
- VNA CARE MANAGEMENT RESOURCES INC EIN 04-2880108 · last filed 990 for 2024