UMass Memorial Health

Legal name: Umass Memorial Health Care Inc & Affiliates

Nonprofit profile at a glance

EIN
912155626
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Worcester, MA, United States
Phone
855-862-7763
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Health Systems

Official website

Reported finances

Revenue
$4,571,034,235
Expenses
$4,704,861,621
Assets
$9,783,557,960
Liabilities
$9,009,994,861

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

200 people listed

Executive titles in this filing

  • ANDREW KARSON MD (PRESIDENT, DIRECTOR, UMM MEDICAL GROUP, INC.)
  • CHARLES CAVAGNARO MD (PRESIDENT OF CNEHA, UMM HA-CH & MH)
  • CYNTHIA BARGINERE (PRESIDENT, DIRECTOR, UMM COMMUNITY ENTITIES, INC. DIRECTOR VARIOUS)
  • EDWARD J KELLY (PRESIDENT, DIRECTOR, MILFORD REGIONAL MEDICAL CENTER, INC. DIRECTOR VARIOUS)
  • EDWARD MOORE (PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER & DIRECTOR VARIOUS)
  • GORDON BENSON (PRESIDENT, COMMUNITY HEALTHLINK, INC, DIRECTOR VARIOUS)

Highest reported compensation

  • ERIC W DICKSON MD (DIRECTOR, UMM HARRINGTON HOSPITAL INC. DIRECTOR VARIOUS): $4,141,845 total reported compensation
  • SERGIO MELGAR (EVP/CFO/TREASURER, UMM HEALTH CARE, INC. OFFICER/DIR VARIOUS): $3,198,492 total reported compensation
  • DOUGLAS S BROWN (FORMER SECRETARY UNTIL 9/2024, UMM MEDICAL CENTER, INC., OFFICER & DIRECTOR VARIOUS): $2,916,548 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

UMass Memorial Health’s relentless pursuit of healing is guided by our mission, vision and values. Our Mission – A Statement about Our Present and Why Our Organization Exists UMass Memorial Health is committed to improving the health of the people of our diverse communities of Central New England through culturally sensitive excellence in clinical care, service, teaching and research. A Statement about Our Present and Why Our Organization Exists UMass Memorial Health is committed to improving the health of the people of our diverse communities of Central New England through culturally sensitive excellence in clinical care, service, teaching and research. Our Vision – A Statement about Our Future and What We Want to Be.

What it reported doing in 2024

Umass memorial community hospitals the umass memorial community hospitals (clinton hospital, health alliance hospitals, inc., marlborough hospital, harrington hospital, milford hospital, inc) are committed to improving the health of the people of the communities that they serve through excellence in clinical care and service. Each of these hospitals accomplishes this goal by providing inpatient and outpatient health care services to the residents of their communities without regard to their ability to pay. Fy 2025 key statistics - total discharges: 24,520 total surgical & endoscopy cases: 41,409 total er visits: 191,515

Operating model

Revenue model
Other-operating. 98% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 86
  • Accountability: 78
  • Sustainability: 37
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.5%; rating input score 92
  • Program expense ratio: 88.9%; rating input score 89
  • Fundraising efficiency: $7.93 raised per $1 spent on fundraising; rating input score 35; 35th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 88.9%; rating input score 89; 3rd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.3%; rating input score 99; 39th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Scored; rating input score 0

Accountability

  • Independent voting board: 61.7%; rating input score 62; 17th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -2.9%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 2.08; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0.92; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 0.9%; rating input score 76; 76th percentile among comparable filings

Growth

  • Program expense growth: 7.3% per year; rating input score 100; 59th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 7.8% per year; rating input score 100; 57th percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 91.5% of revenue deployed · 88.9% of spending went to programs
  • Governance: 166 of 269 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $4.2B in reported program spending
  • Leadership: top reported pay $4.1M · 200 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $109.6M reported
  • Consistency: 45 of 47 current checks pass · 2 findings to review
  • Schedules: 12 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 82 filed money-flow records
  • Related organizations: 9 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 35/100.
  • High — Sustainability: Operating margin scored 17/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.