TY 2021 Form 990 Schedule J

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1DOUGLAS S BROWN Secretary, UMM Medical Center, Inc., Officer Director Various	(i) (ii)	0 ------------- 655,223	0 ------------- 370,249	0 ------------- 131,577	0 ------------- 236,651	0 ------------- 27,622	0 ------------- 1,421,322	0 ------------- 82,787
2ERIC W DICKSON MD President CEO, UMMHC, Inc. Affiliates, Director various	(i) (ii)	0 ------------- 1,386,834	0 ------------- 950,180	0 ------------- 201,472	0 ------------- 496,970	0 ------------- 50,466	0 ------------- 3,085,922	0 ------------- 171,645
3JOHN GREENWOOD PRESIDENT, DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	353,358 ------------- 0	126,231 ------------- 0	47,600 ------------- 0	115,796 ------------- 0	29,231 ------------- 0	672,216 ------------- 0	33,153 ------------- 0
4MICHAEL GUSTAFSON MD PRESIDENT, UMM MEDICAL CENTER, INC., DIRECTOR VARIOUS	(i) (ii)	866,016 ------------- 0	487,209 ------------- 0	145,391 ------------- 0	284,121 ------------- 0	27,022 ------------- 0	1,809,759 ------------- 0	113,329 ------------- 0
5CHERYL LAPRIORE PRESIDENT, DIRECTOR, UMM HEALTH VENTURES, INC., DIRECTOR VARIOUS	(i) (ii)	0 ------------- 380,702	0 ------------- 148,479	0 ------------- 72,771	0 ------------- 62,761	0 ------------- 28,582	0 ------------- 693,295	0 ------------- 53,162
6SERGIO MELGAR EVP/CFO/Treasurer, UMM Health Care, Inc. Officer/DIR Various	(i) (ii)	0 ------------- 779,259	0 ------------- 441,836	0 ------------- 155,478	0 ------------- 153,263	0 ------------- 32,832	0 ------------- 1,562,668	0 ------------- 101,532
7RENEE MIKITARIAN-BRADLEY PRESIDENT, DIRECTOR, UMM REALTY, INC.	(i) (ii)	0 ------------- 173,533	0 ------------- 22,535	0 ------------- 250	0 ------------- 29,383	0 ------------- 30,344	0 ------------- 256,045	0 ------------- 0
8EDWARD MOORE PRESIDENT, DIRECTOR, UMM HARRINGTON HOSPITAL INC. OFFICER DIRECTOR VARIOUS	(i) (ii)	626,650 ------------- 0	1,220,730 ------------- 0	23,310 ------------- 0	11,600 ------------- 0	40,520 ------------- 0	1,922,810 ------------- 0	0 ------------- 0
9STEVEN ROACH PRESIDENT, DIR., CNEHA, INC. MARLBOROUGH HOSP., OFF. DIR. VARIOUS	(i) (ii)	458,006 ------------- 0	159,099 ------------- 0	74,699 ------------- 0	111,128 ------------- 0	26,066 ------------- 0	828,998 ------------- 0	54,712 ------------- 0
10MICHELE STREETER TREASURER UNTIL 9/2022, UMM MEDICAL GROUP, INC. DIRECTOR VARIOUS	(i) (ii)	443,278 ------------- 0	248,273 ------------- 0	59,578 ------------- 0	66,953 ------------- 0	29,710 ------------- 0	847,792 ------------- 0	34,142 ------------- 0
11STEPHEN E TOSI MD PRESIDENT UNTIL FY2021, UMM MEDICAL GROUP, INC., DIRECTOR, UMM ACO, INC.	(i) (ii)	0 ------------- 412,420	0 ------------- 242,342	0 ------------- 0	0 ------------- 5,800	0 ------------- 34,629	0 ------------- 695,191	0 ------------- 0
12FRANCESCO AIELLO MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	272,016 ------------- 0	216,714 ------------- 0	0 ------------- 0	14,500 ------------- 0	28,353 ------------- 0	531,583 ------------- 0	0 ------------- 0
13ROBERT BABINEAU JR MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	(i) (ii)	386,749 ------------- 0	18,250 ------------- 0	0 ------------- 0	14,500 ------------- 0	38,425 ------------- 0	457,924 ------------- 0	0 ------------- 0
14RICARDO BELLO MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	494,205 ------------- 0	17,850 ------------- 0	25 ------------- 0	14,500 ------------- 0	66,752 ------------- 0	593,332 ------------- 0	0 ------------- 0
15ALAN P BROWN MD DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	(i) (ii)	179,365 ------------- 0	33,438 ------------- 0	125 ------------- 0	0 ------------- 0	33,031 ------------- 0	245,959 ------------- 0	0 ------------- 0
16XIMENA M CASTRO MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	(i) (ii)	260,708 ------------- 0	127,742 ------------- 0	0 ------------- 0	14,500 ------------- 0	24,593 ------------- 0	427,543 ------------- 0	0 ------------- 0
17CHARLES CAVAGNARO MD DIRECTOR, MARLBOROUGH HOSPITAL, Director various	(i) (ii)	424,630 ------------- 0	96,005 ------------- 0	3,564 ------------- 0	11,600 ------------- 0	7,325 ------------- 0	543,124 ------------- 0	0 ------------- 0
18WILLIAM CORBETT MD Director, UMM HealthAlliance-Clinton Hosp. , Inc., Director various	(i) (ii)	445,132 ------------- 0	159,822 ------------- 0	1,142,075 ------------- 0	49,223 ------------- 0	37,016 ------------- 0	1,833,268 ------------- 0	1,116,057 ------------- 0
19THERESE DAY DIRECTOR, UMM HEALTH VENTURES, INC.	(i) (ii)	340,251 ------------- 0	120,279 ------------- 0	72,233 ------------- 0	100,736 ------------- 0	28,766 ------------- 0	662,265 ------------- 0	54,915 ------------- 0
20KIMBERLY GAIL WATSON EBB MD DIRECTOR, UMM HEALTHALLIANCE-CLINTON HOSPITAL, INC., Director various	(i) (ii)	293,870 ------------- 0	106,584 ------------- 0	19,500 ------------- 0	14,500 ------------- 0	38,358 ------------- 0	472,812 ------------- 0	0 ------------- 0
21KIMBERLY EISENSTOCK MD DIRECTOR, MARLBOROUGH HOSPITAL	(i) (ii)	287,813 ------------- 0	46,321 ------------- 0	0 ------------- 0	14,500 ------------- 0	40,131 ------------- 0	388,765 ------------- 0	0 ------------- 0
22MARK JOHNSON MD DIRECTOR UNTIL 9/2022, UMM MEDICAL CENTER, INC.	(i) (ii)	939,027 ------------- 0	40,500 ------------- 0	25 ------------- 0	14,500 ------------- 0	110,404 ------------- 0	1,104,456 ------------- 0	0 ------------- 0
23JAMES LEARY DIRECTOR, UMM COMMUNITY HOSPITALS, INC., DIRECTOR VARIOUS	(i) (ii)	0 ------------- 224,774	0 ------------- 65,112	0 ------------- 27,330	0 ------------- 50,456	0 ------------- 33,416	0 ------------- 401,088	0 ------------- 16,578
24BENCY LOUIDOR-PAULYNICE MD DIRECTOR UNTIL 9/2022, UMM MEDICAL GROUP, INC.	(i) (ii)	185,967 ------------- 0	9,172 ------------- 0	0 ------------- 0	10,371 ------------- 0	46,648 ------------- 0	252,158 ------------- 0	0 ------------- 0
25MARY E MALONEY MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	447,817 ------------- 0	20,500 ------------- 0	0 ------------- 0	14,500 ------------- 0	51,075 ------------- 0	533,892 ------------- 0	0 ------------- 0
26CHRISTOPHER MARSHALL MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	423,668 ------------- 0	193,376 ------------- 0	25 ------------- 0	14,500 ------------- 0	29,718 ------------- 0	661,287 ------------- 0	0 ------------- 0
27JENNIFER REIDY MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	204,765 ------------- 0	40,973 ------------- 0	50 ------------- 0	12,622 ------------- 0	38,170 ------------- 0	296,580 ------------- 0	0 ------------- 0
28MAX ROSEN MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	466,702 ------------- 0	40,500 ------------- 0	0 ------------- 0	14,500 ------------- 0	17,592 ------------- 0	539,294 ------------- 0	0 ------------- 0
29CELESTE STRAIGHT MD DIRECTOR, UMM MEDICAL GROUP, INC.	(i) (ii)	240,511 ------------- 0	49,419 ------------- 0	0 ------------- 0	14,500 ------------- 0	102,159 ------------- 0	406,589 ------------- 0	0 ------------- 0
30MATTHEW J TRAINOR MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	289,431 ------------- 0	54,715 ------------- 0	0 ------------- 0	14,500 ------------- 0	40,217 ------------- 0	398,863 ------------- 0	0 ------------- 0
31DEBRA TWEHOUS MD DIRECTOR, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	216,616 ------------- 0	25,164 ------------- 0	0 ------------- 0	12,687 ------------- 0	37,928 ------------- 0	292,395 ------------- 0	0 ------------- 0
32GERALDINE VAUGHAN TREASURER, UMM MEDICAL GROUP, INC.	(i) (ii)	93,650 ------------- 0	75,000 ------------- 0	2,567 ------------- 0	2,771 ------------- 0	4,819 ------------- 0	178,807 ------------- 0	0 ------------- 0
33KIMBERLY YONKERS MD DIRECTOR, COMMUNITY HEALTHLINK, INC., Director various	(i) (ii)	293,468 ------------- 0	20,500 ------------- 0	0 ------------- 0	14,500 ------------- 0	34,892 ------------- 0	363,360 ------------- 0	0 ------------- 0
34KATHARINE BOLLAND ESHGHI ASSISTANT SECRETARY, UMM MEDICAL CENTER, INC.	(i) (ii)	0 ------------- 424,689	0 ------------- 148,562	0 ------------- 63,708	0 ------------- 138,421	0 ------------- 28,260	0 ------------- 803,640	0 ------------- 40,247
35JOHN GLASSBURN Secretary, UMM Community Hospitals, Inc., Officer Various	(i) (ii)	0 ------------- 213,749	0 ------------- 22,527	0 ------------- 0	0 ------------- 25,618	0 ------------- 26,687	0 ------------- 288,581	0 ------------- 0
36LATAMARA LUNDI PRESIDENT, COMMUNITY HEALTHLINK, INC	(i) (ii)	242,508 ------------- 0	94,875 ------------- 0	4,698 ------------- 0	25,508 ------------- 0	26,250 ------------- 0	393,839 ------------- 0	0 ------------- 0
37STEVEN MCCUE ASSISTANT TREASURER, HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC.	(i) (ii)	333,151 ------------- 0	76,901 ------------- 0	0 ------------- 0	33,933 ------------- 0	25,916 ------------- 0	469,901 ------------- 0	0 ------------- 0
38SHLOMIT SCHAAL MD PRESIDENT, UMM MEDICAL GROUP, INC.	(i) (ii)	563,726 ------------- 0	144,500 ------------- 0	25 ------------- 0	14,500 ------------- 0	44,459 ------------- 0	767,210 ------------- 0	0 ------------- 0
39JEANNE SHIRSHAC TREASURER, UMM ACCOUNTABLE CARE ORGANIZATION, INC.	(i) (ii)	0 ------------- 258,925	0 ------------- 72,694	0 ------------- 31,848	0 ------------- 66,422	0 ------------- 27,388	0 ------------- 457,277	0 ------------- 19,335
40FRANCIS W SMITH Secretary, UMM Medical Group, Inc., Officer various	(i) (ii)	0 ------------- 242,059	0 ------------- 67,075	0 ------------- 45,487	0 ------------- 36,190	0 ------------- 26,860	0 ------------- 417,671	0 ------------- 0
41THOMAS SULLIVAN TREASURER UNTIL 9/2022, UMMH - HARRINGTON HOSPTIAL, INC. OFFICER VARIOUS	(i) (ii)	377,093 ------------- 0	447,114 ------------- 0	23,310 ------------- 0	11,600 ------------- 0	7,296 ------------- 0	866,413 ------------- 0	0 ------------- 0
42ERIC J ALPER MD SVP CQO CHF INFORMATICS OFF	(i) (ii)	0 ------------- 427,172	0 ------------- 185,367	0 ------------- 94,389	0 ------------- 113,305	0 ------------- 42,492	0 ------------- 862,725	0 ------------- 50,723
43JACK W BAILEY SVP, CLINICAL SVCS	(i) (ii)	271,614 ------------- 0	96,839 ------------- 0	23,882 ------------- 0	59,476 ------------- 0	27,698 ------------- 0	479,509 ------------- 0	18,659 ------------- 0
44DIANNA J CAFFARENA SVP, AMBULATORY SVCS	(i) (ii)	303,830 ------------- 0	105,445 ------------- 0	16,156 ------------- 0	62,169 ------------- 0	3,701 ------------- 0	491,301 ------------- 0	0 ------------- 0
45JAMES P CYR SVP, SURGICAL PROCEDURAL SVCS	(i) (ii)	268,795 ------------- 0	97,400 ------------- 0	42,129 ------------- 0	47,864 ------------- 0	32,330 ------------- 0	488,518 ------------- 0	27,346 ------------- 0
46KATHLEEN DRISCOLL SVP, CHIEF PHILANTHROPHY OFC	(i) (ii)	0 ------------- 402,542	0 ------------- 139,529	0 ------------- 21,548	0 ------------- 12,983	0 ------------- 12,228	0 ------------- 588,830	0 ------------- 0
47BRIAN HUGGINS SVP FINANCE/CORPORATE CONTROLLER	(i) (ii)	0 ------------- 312,026	0 ------------- 132,055	0 ------------- 9,626	0 ------------- 14,001	0 ------------- 28,327	0 ------------- 496,035	0 ------------- 0
48ANDREW KARSON MD SVP, CMO-UMMMC	(i) (ii)	462,553 ------------- 0	167,288 ------------- 0	91,471 ------------- 0	133,875 ------------- 0	42,379 ------------- 0	897,566 ------------- 0	41,626 ------------- 0
49VICTORIA MCCANDLESS VP SYS CEO COMM OFC/ASSOC COS	(i) (ii)	0 ------------- 187,951	0 ------------- 19,372	0 ------------- 16,595	0 ------------- 7,465	0 ------------- 10,737	0 ------------- 242,120	0 ------------- 0
50BART METZGER SVP, CHIEF HR OFFICER UNTIL 9/2022	(i) (ii)	0 ------------- 436,506	0 ------------- 153,508	0 ------------- 40,668	0 ------------- 49,148	0 ------------- 30,642	0 ------------- 710,472	0 ------------- 0
51JUSTIN PRECOURT SVP, PATIENT CARE SVCS CNO	(i) (ii)	356,362 ------------- 0	147,985 ------------- 0	60,582 ------------- 0	86,176 ------------- 0	31,810 ------------- 0	682,915 ------------- 0	24,638 ------------- 0
52JOHN T RANDOLPH VP, CHIEF CORPORATE COMPLIANCE	(i) (ii)	0 ------------- 256,667	0 ------------- 101,665	0 ------------- 332,635	0 ------------- 40,855	0 ------------- 27,413	0 ------------- 759,235	0 ------------- 318,363
53JOHN R SALZBERG SVP, SYSTEM REV CYCLE OPS CRO	(i) (ii)	0 ------------- 319,380	0 ------------- 112,781	0 ------------- 37,970	0 ------------- 85,517	0 ------------- 27,388	0 ------------- 583,036	0 ------------- 21,893
54ALICE A SHAKMAN SVP, CLINICAL SVCS	(i) (ii)	284,117 ------------- 0	99,591 ------------- 0	51,484 ------------- 0	61,175 ------------- 0	12,207 ------------- 0	508,574 ------------- 0	41,657 ------------- 0
55ROBIN L SODANO VP, INFORMATION SYSTEMS	(i) (ii)	0 ------------- 310,350	0 ------------- 86,459	0 ------------- 51,367	0 ------------- 83,679	0 ------------- 27,022	0 ------------- 558,877	0 ------------- 35,578
56MUSTAFA AKYUREK MD PHYSICIAN, DIRECTOR OF MICROSURGERY - MED GROUP	(i) (ii)	290,091 ------------- 0	604,044 ------------- 0	0 ------------- 0	14,500 ------------- 0	29,216 ------------- 0	937,851 ------------- 0	0 ------------- 0
57MITCHELL SOKOLOFF MD PHYSICIAN, CHAIR OF UROLOGY DEPT - MED GROUP	(i) (ii)	730,232 ------------- 0	40,500 ------------- 0	0 ------------- 0	14,500 ------------- 0	31,819 ------------- 0	817,051 ------------- 0	0 ------------- 0
58DEMETRIUS LITWIN MD PHYSICIAN, CHAIR OF SURGERY DEPT - MED GROUP	(i) (ii)	760,778 ------------- 0	170,071 ------------- 0	0 ------------- 0	14,500 ------------- 0	117,012 ------------- 0	1,062,361 ------------- 0	0 ------------- 0
59GERALD T MCGILLICUDDY MD PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	(i) (ii)	833,786 ------------- 0	18,250 ------------- 0	19,500 ------------- 0	14,500 ------------- 0	113,750 ------------- 0	999,786 ------------- 0	0 ------------- 0
60ARNO S SUNGARIAN MD PHYSICIAN, NEUROLOGICAL SURGEON FOR CMG - MED GROUP	(i) (ii)	973,963 ------------- 0	18,250 ------------- 0	0 ------------- 0	14,500 ------------- 0	110,040 ------------- 0	1,116,753 ------------- 0	0 ------------- 0
61JOHN BRONHARD FORMER OFFICER UNTIL 10/1/18	(i) (ii)	332,367 ------------- 0	76,901 ------------- 0	540 ------------- 0	7,813 ------------- 0	28,027 ------------- 0	445,648 ------------- 0	0 ------------- 0
62ROBERT FELDMANN SVP UNTIL FY2021, FINANCE/CORPORATE CONTROLLER	(i) (ii)	0 ------------- 196,080	0 ------------- 1,917	0 ------------- 106,352	0 ------------- 48,611	0 ------------- 29,314	0 ------------- 382,274	0 ------------- 99,396
63TIMOTHY TARNOWSKI FORMER SVP, CHIEF INFO OFFICER CTO UNTIL 12/18/19	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 121,952	0 ------------- 0	0 ------------- 0	0 ------------- 121,952	0 ------------- 121,952

Schedule J (Form 990) 2021

Page 3

Return Reference	Explanation
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments	31 executives listed in Part VII, Section A, Line 1a received tax gross-up payments for Executive Life Insurance and Executive Disability. These benefits are treated as taxable compensation to the individual.
Schedule J, Part I, Line 1a Personal services	10 executives listed in Part VII, Section A, Line 1a received financial planning benefit costs that were reported as taxable compensation to the individual.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	THE FOLLOWING INDIVIDUALS RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD: OFFICERS, DIRECTORS, TRUSTEES: BOLLAND ESHGHI, KATHARINE $40,247 BROWN, DOUGLAS S. $82,787 CORBETT, WILLIAM, MD $1,116,057 DAY, THERESE $54,915 DICKSON, ERIC W., MD $171,645 GREENWOOD, JOHN $33,153 GUSTAFSON, MD, MICHAEL $113,329 LAPRIORE, CHERYL M. $53,162 LEARY, JAMES $16,578 MELGAR, SERGIO $101,532 ROACH, STEVEN $54,712 SHIRSHAC, JEANNE $19,335 STREETER, MICHELE $34,142 SUBTOTAL OFF, DIR, TRUSTEES $1,891,594 KEY EMPLOYEES: ALPER, MD, ERIC J $50,723 BAILEY, JACK W. $18,659 CYR, JAMES P. $27,346 KARSON, ANDREW $41,626 PRECOURT, JUSTIN $24,638 RANDOLPH, JOHN T. $318,363 SALZBERG, JOHN R. $21,893 SHAKMAN, ALICE $41,657 SODANO, ROBIN L. $35,578 SUBTOTAL KEY EMPLOYEES $580,483 FORMER: FELDMANN, ROBERT $99,396 TARNOWSKI, TIMOTHY $121,952 SUBTOTAL FORMER $221,348 TOTAL $2,693,425 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE REPORTING PERIOD (no distribution received): KEY EMPLOYEES: CAFFARENA, DIANNA J. DRISCOLL, KATHLEEN HUGGINS, BRIAN LUNDI, LATAMARA MCCANDLESS, VICTORIA METZGER, BART MOORE, EDWARD SMITH, FRANCIS W. VAUGHAN, GERALDINE
Schedule J, Part I, Line 3 CEO/Executive Director paid by related organization	Eric W. Dickson, MD is President CEO of UMass Memorial Health Care, Inc. and Affiliates, which includes all entities in this Group 990. As top management official, he is paid by UMass Memorial Health Care, Inc. (Parent), a related organization.
Schedule J, Part II Compensation to Directors	THE DIRECTORS RECEIVE NO COMPENSATION FOR THEIR ROLE AS DIRECTORS. ALL COMPENSATION RECEIVED RELATES TO THEIR POSITION AS A PHYSICIAN/ADMINISTRATOR.
Schedule J, Part II Compensation to employees	Compensation to employees reported in Part VII and Schedule J is paid by UMass Memorial Health Care, Inc. and Affiliates only. Some of our physicians are also employed by UMass Chan Medical School - University of Massachusetts, an unrelated entity for tax purposes.

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Software Version:	2021v4.2