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.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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 section 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 the 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) 2019
Page 2
Schedule L (Form 990 or 990-EZ) 2019
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) MA Lung and Allergy PC
  		Entity more than 35% owned by Kimberly Robinson, MD, Board Director 429,069 3rd Party Payer Contract Payment   No
(2) Chair City Family Medicine PC
  		Entity more than 35% owned by Francis Sweeney, MD, Board Director 204,622 3rd Party Payer Contract Payment   No
(3) Ellen Carlucci
  		Family Member of Daniel Carlucci, M.D., Board Director 169,138 Employment Arrangement w/ Marlborough Hospital   No
(4) Elaine Granville RN
  		Family Member of Cheryl Lapriore, Officer / Board Director 178,958 Employment Arrangement w/ UMM Medical Center, Inc.   No
(5) BRIAN GREENBERG NP
  		Family Member of Howard Alfred, MD, Board Director 177,900 Employment Arrangement w/ UMM Medical Group, Inc.   No
(6) DILIP JAIN MD
  		Family Member of Chandrika Jain, MD, Board Director 68,621 Employment Arrangement w/ UMM Medical Group, Inc.   No
(7) Brittany M Paulhus
  		Family Member of Robert J. Paulhus, Jr., Interim Chairperson 84,225 Employment Arrangement w/ UMM Medical Center, Inc.   No
(8) Darlene A Purcell
  		Family Member of Philip E. Purcell, Board Director 186,668 Employment Arrangement w/ UMM Medical Center, Inc.   No
(9) Mary Harrington
  		Family Member of James Leary, Board Director 127,712 Employment Arrangement w/ UMM Medical Center, Inc.   No
(10) Anthony Mngolia
  		Family Member of Tamara Lundi, Board Officer 70,008 Employment Arrangement w/ Community HealthLink, Inc.   No
(11) Substantial Contributor
  		Substantial Contributor 13,584,644 Independent Contractor Arrangement, donation of $65,000   No
(12) Substantial Contributor
  		Substantial Contributor 2,173,826 Independent Contractor Arrangement, donation of $7,500   No
(13) Substantial Contributor
  		Substantial Contributor 160,080 Independent Contractor Arrangement, donation of $5,000   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) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0