Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2016
Open to Public Inspection
Name of the organization
UMass Memorial Health Care Inc & Affiliates
 
Employer identification number

91-2155626
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2016
Page 2
Schedule L (Form 990 or 990-EZ) 2016
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) 80 Erdman Way LLC
  		Entity more than 35% owned by John R. Clementi, Board Director 108,876 Rental of Property - Expense   No
(2) Ellen Carlucci
  		Family Member of Daniel Carlucci, M.D., Board Director 157,985 Employment Arrangement w/ Marlborough Hospital   No
(3) Joanne D'Onfro
  		Family Member of Paul D'Onfro, Board Director 19,336 Employment Arrangement w/ HealthAlliance Hospitals, Inc.   No
(4) Elaine Granville RN
  		Family Member of Cheryl Lapriore, Officer / Board Director 141,867 Employment Arrangement w/ UMM Medical Center, Inc.   No
(5) Joyce Fingeroth MD
  		Family Member of Robert W. Finberg, M.D., Board Director 106,275 Employment Arrangement w/ UMM Medical Group, Inc.   No
(6) Brittany M Paulhus
  		Family Member of Robert J. Paulhus, Jr., Board Director 55,396 Employment Arrangement w/ UMM Medical Center, Inc.   No
(7) Darlene A Purcell
  		Family Member of Philip E. Purcell, Board Director 136,366 Employment Arrangement w/ UMM Medical Center, Inc.   No
(8) Substantial Contributor
  		Substantial Contributor 581,468 3rd Party Payer Contract Payment   No
(9) Substantial Contributor
  		Substantial Contributor 1,225,084 Independent Contractor Arrangement   No
(10) Substantial Contributor
  		Substantial Contributor 137,216 Independent Contractor Arrangement   No
(11) Substantial Contributor
  		Substantial Contributor 3,821,619 Independent Contractor Arrangement   No
(12) Substantial Contributor
  		Substantial Contributor 582,312 Independent Contractor Arrangement   No
(13) Substantial Contributor
  		Substantial Contributor 214,951 3rd Party Payer Contract Payment & Independent Contractor Arrangement   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2016


Additional Data


Software ID: 16000421
Software Version: 2016v3.0