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Umass Memorial Health Care Inc

  • Worcester, MA
  • Tax-exempt since July 2000
  • EIN: 04-3358566

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Details

According to its Sept. 2022 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$486M (2022)

Expenses
$517M (2022)

Total Assets
$1.84B (2022)

Total Liabilities
$1.28B (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Sept.
2023

No Extracted Financial Data

Form 990 documents are not available for this tax period, but audit documents are available for download.

Document Links

Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$486,009,918
Expenses
$517,187,036
Net Income
-$31,177,118
Net Assets
$563,245,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,376,137
2.5%
Program Services $450,901,649
92.8%
Investment Income $22,563,211
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $168,921
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $12,684,538
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $154,029,716
29.8%
Assets/Debt
Total Assets $1,839,772,366
Total Liabilities $1,276,526,636
Net Assets $563,245,730
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eric W Dickson Md (President, Ceo, Director, Umm Health Care, Inc.) $2,538,486 $0 $547,436
Sergio Melgar (Evp/Cfo/Treasurer, Umm Health Care, Inc. Officer) $1,376,573 $0 $186,095
Douglas S Brown (Secretary, Umm Health Care, Inc.) $1,157,049 $0 $264,273
Eric J Alper Md (Svp Cqo & Chf Informatics Off) $706,928 $0 $155,797
John T Randolph (Vp, Chief Corporate Compliance) $690,967 $0 $68,268
Stephen E Tosi Md (Former Key Employee Until 9/30/21) $654,762 $0 $40,429
Katharine Bolland Eshghi (Assistant Secretary, Umm Health Care, Inc.) $636,959 $0 $166,681
Bart Metzger (Svp, Chief Hr Officer Until 9/2022) $630,682 $0 $79,790
Cheryl Lapriore (Svp, Chf Of Staff &Chf Mktg Ofc Until 9/2022) $601,952 $0 $91,343
Kathleen Driscoll (Svp, Chief Philanthrophy Ofc) $563,619 $0 $25,211
John R Salzberg (Svp, System Rev Cycle Ops & Cro) $470,131 $0 $112,905
Brian Huggins (Svp Finance/Corporate Controller) $453,707 $0 $42,328
Robin L Sodano (Vp, Information Systems) $448,176 $0 $110,701
Brian K Gibbs (Vp Chief Div Eqty Incl Ofc) $417,609 $0 $17,342
Catherine M Rossi (Vp Health System Contracting) $395,899 $0 $98,248
Judy A Laroche (Vp Finance/Asst Treasurer) $382,743 $0 $80,227
Tod G Wiesman (Vp, Opd,Chief Learning Officer) $382,312 $0 $105,052
Robert A Klugman Md (Avp Med Dir, Ehs & Occ Hlth) $377,396 $0 $9,880
Robert Feldmann (Former Svp Until Fy2021, Finance/Corporate Controller) $304,349 $0 $77,925
Victoria Mccandless (Vp Sys Ceo Comm Ofc/Assoc Cos) $223,918 $0 $18,202
Timothy Tarnowski (Former Svp, Chief Info Officer & Cto Until 12/18/19) $121,952 $0 $0
Richard Siegrist (Chairperson, Director, Umm Health Care, Inc.) $0 $0 $0
David L Bennett (Director, Umm Health Care, Inc.) $0 $0 $0
Elvira Guardiola (Director, Umm Health Care, Inc.) $0 $0 $0
Evan Benjamin Md (Director, Umm Health Care, Inc.) $0 $0 $0
See filing for compensation of 31 other people →
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Document Links

990
Filed on Aug. 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$457,890,056
Expenses
$446,806,062
Net Income
$11,083,994
Net Assets
$447,436,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,753,485
2.1%
Program Services $413,391,767
90.3%
Investment Income $34,489,679
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $255,125
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,258,462
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $147,543,692
33.0%
Assets/Debt
Total Assets $1,470,153,319
Total Liabilities $1,022,716,819
Net Assets $447,436,500
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eric W Dickson Md (President, Ceo, Director, Umm Health Care, Inc.) $2,339,823 $0 $442,959
Sergio Melgar (Evp/Cfo/Treasurer, Umm Health Care, Inc. Officer) $1,272,094 $0 $251,090
Douglas S Brown (Secretary, Umm Health Care, Inc.) $1,065,825 $0 $210,757
Bart Metzger (Svp, Chief Hr Officer) $666,014 $0 $105,545
Katharine Bolland Eshghi (Assistant Secretary, Umm Health Care, Inc.) $596,642 $0 $139,144
Eric J Alper Md (Svp Cqo & Chf Informatics Off) $593,656 $0 $142,159
Cheryl Lapriore (Svp, Chf Of Staff &Chf Mktg Ofc) $544,313 $0 $147,677
Robert Feldmann (Svp Until Fy2021, Finance/Corporate Controller) $522,861 $0 $123,818
John T Randolph (Vp, Chief Corporate Compliance) $496,315 $0 $76,135
John R Salzberg (Svp, System Rev Cycle Ops & Cro) $438,141 $0 $104,971
Alan R Weston (Vp, Human Resources) $416,421 $0 $87,261
Robin L Sodano (Vp, Information Systems) $413,960 $0 $103,259
Catherine M Rossi (Vp Health System Contracting) $372,022 $0 $95,098
Tod G Wiesman (Vp, Opd,Chief Learning Officer) $366,705 $0 $100,535
Kathleen Driscoll (Svp, Chief Philanthrophy Ofc) $360,301 $0 $31,941
Judy A Laroche (Vp Finance/Asst Treasurer) $356,747 $0 $107,535
Dana Swenson (Former Key Employee Until Fy2020) $274,755 $0 $62,062
Lisa Colombo (Former Key Employee Until 1/2018) $104,728 $0 $0
Richard Siegrist (Chairperson, Director, Umm Health Care, Inc.) $0 $0 $0
David L Bennett (Director, Umm Health Care, Inc.) $0 $0 $0
Edward D'alelio (Director Until Fy2021, Umm Health Care, Inc.) $0 $0 $0
Elvira Guardiola (Director, Umm Health Care, Inc.) $0 $0 $0
Evan Benjamin Md (Director, Umm Health Care, Inc.) $0 $0 $0
Jean King Phd (Director, Umm Health Care, Inc.) $0 $0 $0
Jean Mcmurray (Director, Umm Health Care, Inc.) $0 $0 $0
See filing for compensation of 31 other people →
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990
Filed on Aug. 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$410,243,999
Expenses
$398,486,852
Net Income
$11,757,147
Net Assets
$255,674,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,681,548
0.4%
Program Services $395,910,708
96.5%
Investment Income $12,466,235
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $185,508
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,151,249
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $132,714,883
33.3%
Assets/Debt
Total Assets $909,920,912
Total Liabilities $654,246,254
Net Assets $255,674,658
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eric W Dickson Md (President, Ceo, Director, Umm Health Care, Inc.) $2,317,497 $0 $410,261
Sergio Melgar (Evp/Cfo/Treasurer, Umm Health Care, Inc. Officer) $1,172,335 $0 $248,108
Douglas S Brown (Secretary, Umm Health Care, Inc.) $997,224 $0 $195,698
Timothy A Tarnowski (Svp, Chief Info Officer & Cto Until Fy2020) $724,705 $0 $149,262
Bart Metzger (Svp, Chief Hr Officer) $687,396 $0 $109,031
Cheryl Lapriore (Svp, Chf Of Staff &Chf Mktg Ofc) $580,439 $0 $131,675
Eric J Alper Md (Vp, Chief Clin Informatics Ofc) $572,808 $0 $116,295
John T Randolph (Vp, Chief Corporate Compliance) $556,377 $0 $97,034
Robert Feldmann (Svp, Finance/Corporate Controller) $531,538 $0 $115,044
Katharine Bolland Eshghi (Assistant Secretary, Umm Health Care, Inc.) $529,702 $0 $121,693
Alan R Weston (Vp, Human Resources) $399,095 $0 $84,842
Robin L Sodano (Vp, Information Systems) $396,156 $0 $94,552
John R Salzberg (Svp, System Rev Cycle Ops & Cro) $390,614 $0 $101,984
Catherine M Rossi (Vp Health System Contracting) $355,578 $0 $85,911
Tod G Wiesman (Vp, Opd,Chief Learning Officer) $354,013 $0 $92,979
Dana Swenson (Svp, Chief Facilities Officer Until Fy2020) $337,245 $0 $102,606
Raymond Pawlicki (Vice Chairperson, Director, Umm Health Care, Inc.) $0 $0 $0
Richard Siegrist (Chairperson, Director, Umm Health Care, Inc.) $0 $0 $0
David L Bennett (Director, Umm Health Care, Inc.) $0 $0 $0
Edward D'alelio (Director, Umm Health Care, Inc.) $0 $0 $0
Elvira Guardiola (Director, Umm Health Care, Inc.) $0 $0 $0
Evan Benjamin Md (Director, Umm Health Care, Inc.) $0 $0 $0
Leslie Bovenzi (Director, Umm Health Care, Inc.) $0 $0 $0
Lynda M Young Md (Director, Umm Health Care, Inc.) $0 $0 $0
Mark Johnson Md (Director, Umm Health Care, Inc.) $0 $739,969 $46,356
See filing for compensation of 25 other people →
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990
Filed on Aug. 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$399,681,870
Expenses
$395,288,746
Net Income
$4,393,124
Net Assets
$527,666,223
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,695,136
0.4%
Program Services $387,364,915
96.9%
Investment Income $10,731,537
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$109,718
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,110,039
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $124,886,903
31.6%
Assets/Debt
Total Assets $885,822,460
Total Liabilities $358,156,237
Net Assets $527,666,223
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eric W Dickson Md (President, Ceo, Director, Umm Health Care, Inc.) $2,087,540 $0 $342,802
Sergio Melgar (Evp/Cfo/Treasurer, Umm Health Care, Inc.) $1,098,633 $0 $229,069
Douglas S Brown (Secretary, Umm Health Care, Inc.) $896,342 $0 $175,591
Timothy A Tarnowski (Svp, Chief Info Officer & Cto) $621,562 $0 $148,470
Bart Metzger (Svp, Chief Hr Officer) $572,774 $0 $88,478
Eric J Alper Md (Vp, Chief Clin Informatics Ofc) $485,797 $0 $100,594
Katharine Bolland Eshghi (Assistant Secretary, Umm Health Care, Inc.) $472,578 $0 $108,723
Robert Feldmann (Svp, Finance/Corporate Controller) $437,958 $0 $106,385
Cheryl Lapriore (Svp, Chf Of Staff &Chf Mktg Ofc) $421,031 $0 $118,185
Alan R Weston (Vp, Human Resources) $404,754 $0 $98,935
Tod G Wiesman (Vp, Opd,Chief Learning Officer) $318,547 $0 $87,707
Robin L Sodano (Vp, Information Systems) $316,205 $0 $82,416
John R Salzberg (Svp, System Rev Cycle Ops & Cro) $305,693 $0 $110,409
Dana Swenson (Svp, Chief Facilities Officer) $298,410 $0 $96,060
Judy Laroche (Vp, Finance/Asst Treasurer) $294,680 $0 $96,497
John T Randolph (Vp, Chief Corporate Compliance) $286,969 $0 $97,732
Raymond Pawlicki (Vice Chairperson, Director, Umm Health Care, Inc.) $0 $0 $0
Richard Siegrist (Chairperson, Director, Umm Health Care, Inc.) $0 $0 $0
Evan Benjamin Md (Director, Umm Health Care, Inc.) $0 $0 $0
David L Bennett (Director, Umm Health Care, Inc.) $0 $0 $0
Richard K Bennett (Director, Umm Health Care, Inc.) $0 $0 $0
Leslie Bovenzi (Director, Umm Health Care, Inc.) $0 $0 $0
Michael Collins Md (Director, Umm Health Care, Inc.) $0 $0 $0
Edward D'alelio (Director, Umm Health Care, Inc.) $0 $0 $0
Robert W Finberg Md (Director, Umm Health Care, Inc.) $0 $425,183 $75,220
See filing for compensation of 27 other people →
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990
Filed on July 22, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$412,349,603
Expenses
$360,364,061
Net Income
$51,985,542
Net Assets
$477,522,064
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,579,116
0.6%
Program Services $383,884,691
93.1%
Investment Income $25,859,186
6.3%
Bond Proceeds $0
Royalties $73,186
0.0%
Rental Property Income $0
Net Fundraising -$46,576
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,634,693
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $112,967,919
31.3%
Assets/Debt
Total Assets $697,446,791
Total Liabilities $219,924,727
Net Assets $477,522,064
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eric W Dickson Md (President & Ceo/Director, Umm Health Care, Inc.) $1,971,617 $0 $286,378
Sergio Melgar (Evp/Cfo/Treasurer, Umm Health Care, Inc.) $1,128,030 $0 $196,060
Douglas S Brown (Secretary, Umm Health Care, Inc.) $916,225 $0 $168,910
Bart Metzger (Sr Vp, Chief Hr Officer) $646,301 $0 $126,071
Timothy Tarnowski (Sr Vp, Chief Info Officer & Cto) $625,668 $0 $136,562
Katharine Bolland Eshghi (Assistant Secretary, Umm Medical Center, Inc.) $471,495 $0 $98,609
Eric J Alper Md (Vp, Chief Clin Informatics Ofc) $467,597 $0 $68,775
Cheryl M Lapriore (Svp, Chf Of Staff & Chf Mktg Ofc) $428,638 $0 $105,493
Robert Feldmann (Vp, Corp Controller) $401,201 $0 $99,628
Tod G Wiesman (Vp, Opd,Chief Learning Officer) $358,676 $0 $81,198
Alan R Weston (Vp, Human Resources) $353,611 $0 $93,483
Sheila Daly (Sr Plng Dir, Is Emr Clin Oc) $351,278 $0 $40,296
Dana E Swenson (Sr Vp, Chief Facilities Officer) $319,302 $0 $89,516
John R Salzberg (Vp, System Rev Cycle Ops & Cro) $314,522 $0 $101,302
John T Randolph (Vp, Chief Corporate Compliance) $307,296 $0 $92,657
Carlos Iitsuka (Former Key Ee Sr Vp,Strategy&Busin Dvlpmt Until 7/16) $100,637 $0 $10,360
Richard Siegrist (Chairperson, Umm Health Care, Inc.) $0 $0 $0
David L Bennett (Director, Umm Health Care, Inc.) $0 $0 $0
Richard K Bennett (Director, Umm Health Care, Inc.) $0 $0 $0
Leslie Bovenzi (Director, Umm Health Care, Inc.) $0 $0 $0
Michael Collins Md (Director, Umm Health Care, Inc.) $0 $0 $0
Edward D'alelio (Director, Umm Health Care, Inc.) $0 $0 $0
Robert W Finberg Md (Director, Umm Health Care, Inc.) $0 $412,317 $70,753
Terence Flotte Md (Director, Umm Health Care, Inc.) $0 $0 $0
Elvira Guardiola (Director, Umm Health Care, Inc.) $0 $0 $0
See filing for compensation of 27 other people →
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990
Filed on Aug. 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$281,818,003
Expenses
$251,018,368
Net Income
$30,799,635
Net Assets
$487,241,925
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,732,983
1.0%
Program Services $258,358,386
91.7%
Investment Income $21,072,324
7.5%
Bond Proceeds $0
Royalties $76,114
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$421,804
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,848,581
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $60,423,379
24.1%
Assets/Debt
Total Assets $575,845,502
Total Liabilities $88,603,577
Net Assets $487,241,925
Compensation
Key Employees and Officers Compensation Related Other
Eric W Dickson Md (President & Ceo/Director, Umm Health Care, Inc.) $1,629,026 $0 $383,400
Sergio Melgar (Treasurer, Umm Health Care, Inc.) $1,004,137 $0 $176,146
Douglas S Brown (Secretary, Umm Health Care, Inc.) $830,984 $0 $205,231
Timothy Tarnowski (Sr Vp, Chief Info Officer) $621,048 $0 $128,115
Bart Metzger (Sr Vp, Chief Hr Officer) $519,752 $0 $79,741
Katharine Bolland Eshghi (Assistant Secretary, Umm Health Care, Inc.) $497,740 $0 $101,959
Eric J Alper Md (Vp, Chief Clin Informatics Ofc) $490,682 $0 $51,814
Robert Feldmann (Vp, Corporate Controller) $444,379 $0 $111,185
Cheryl M Lapriore (Svp,Chf Of Staff&Chf Mktg Ofc) $421,491 $0 $116,074
Carlos Iitsuka (Sr Vp,Strategy&Busin Dvlpmt Until 7/16) $402,254 $0 $51,161
Alan R Weston (Vp, Human Resources) $358,893 $0 $87,396
Robin L Sodano (Vp, Is Busn Ops/Performance) $358,225 $0 $71,910
Tod G Wiesman (Vp, Opd,Chief Learning Officer) $341,615 $0 $66,487
Dana E Swenson (Sr Vp,Chief Facilities Officer) $340,197 $0 $87,241
John R Salzberg (Vp, Revenue Cycle) $332,938 $0 $93,478
Patricia George (Vp & Deputy Cio, Until 11/15) $326,488 $0 $16,959
John T Randolph (Vp, Chief Corporate Compliance) $324,430 $0 $96,493
Todd Keating (Treasurer Until 2/14, U Mass Memorial Health Care, Inc. And Director Of Other Boards) $17,808 $0 $0
Richard Siegrist (Chairperson, Umm Health Care, Inc., Director Various) $0 $0 $0
Robert W Finberg Md (Director, Umm Health Care, Inc.) $0 $406,410 $70,634
O Nsidinanya Okike Md (Director, Umm Health Care, Inc.) $0 $124,891 $2,463
Paulette Seymour Route Ph D (Director, Umm Health Care, Inc.) $0 $44,000 $0
Lynda M Young Md (Director, Umm Health Care, Inc.) $0 $35,490 $0
David L Bennett (Director, Umm Health Care, Inc., Umm Med Center, Inc.) $0 $0 $0
Richard K Bennett (Director, Umm Health Care, Inc., Chair Marlborough Hosp., Director Various) $0 $0 $0
See filing for compensation of 29 other people →
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990
Filed on Aug. 3, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$222,310,564
Expenses
$221,258,013
Net Income
$1,052,551
Net Assets
$317,765,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,066,602
0.9%
Program Services $214,431,057
96.5%
Investment Income $5,735,263
2.6%
Bond Proceeds $0
Royalties $77,642
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,531,978
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $49,219,656
22.2%
Assets/Debt
Total Assets $400,352,629
Total Liabilities $82,586,850
Net Assets $317,765,779
Compensation
Key Employees and Officers Compensation Related Other
Eric W Dickson Md (President & Ceo/Director, Umm Health Care, Inc.) $1,435,121 $0 $399,010
Sergio Melgar (Treasurer, Umm Health Care, Inc.) $825,672 $0 $118,182
Douglas S Brown (Secretary, Umm Health Care, Inc.) $738,024 $0 $254,799
Gary N Lapidas (Former President/Director Until 1/18/13, Umm Health Ventures, Inc.) $578,684 $0 $109
Timothy Tarnowski (Sr Vp, Chief Info Officer) $558,717 $0 $92,115
Katharine Bolland Eshghi (Assistant Secretary, Umm Health Care, Inc.) $446,099 $0 $99,297
Cheryl M Lapriore (President/Director, Umm Health Ventures, Inc.) $391,257 $0 $119,278
Patricia George (Vp & Deputy Cio, Until 11/15) $386,592 $0 $51,347
Carlos Iitsuka (Director Until 7/16, Umm Health Ventures, Inc.) $381,923 $0 $66,666
Bart Metzger (Sr Vp, Chief Hr Officer) $359,315 $0 $51,512
Robert Feldmann (Vp, Corporate Controller) $355,276 $0 $109,162
Dana E Swenson (President/Director, Umm Realty, Inc.) $300,894 $0 $115,187
George Brenckle Ph D (Former Sr. Vp, Chief Information Officer Until 4/14) $283,922 $0 $50,202
John T Randolph (Vp, Chief Corporate Compliance) $273,396 $0 $126,045
Jeanne Shirshac (Treasurer, Umm Accountable Care Organization, Inc.) $242,946 $0 $51,524
Chris Philbin (Director, Clinton Hospital Association) $240,505 $0 $54,767
Catherine Rossi (Director, Clinton Hospital Association) $224,807 $0 $79,676
Francis W Smith (Secretary, Umm Medical Group, Inc.) $211,110 $0 $44,651
Milton Anderson (Former Sr. Vp, Chief Hr Officer Until 9/14) $197,672 $0 $14,489
John Glassburn (Secretary, Umm Community Hospitals, Inc.) $183,869 $0 $27,316
William O'brien (Secretary, Umbhs, Inc.) $128,872 $0 $56,969
David L Bennett (Chairperson, Umm Health Care, Inc.) $0 $0 $0
Richard Siegrist (Vice Chairperson, Umm Health Care, Inc.) $0 $0 $0
Richard K Bennett (Director, Umm Health Care, Inc.) $0 $0 $0
Michael Collins Md (Director, Umm Health Care, Inc.) $0 $0 $0
See filing for compensation of 23 other people →
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Document Links

990
Filed on Aug. 3, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,996,073
Expenses
$177,704,781
Net Income
$25,291,292
Net Assets
$244,277,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,584,222
1.8%
Program Services $185,334,874
91.3%
Investment Income $4,493,987
2.2%
Bond Proceeds $0
Royalties $78,143
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,504,690
4.7%
Net Inventory Sales $0
Other Revenue $157
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $227,352
0.1%
Other Salaries and Wages $49,877,636
28.1%
Assets/Debt
Total Assets $338,132,190
Total Liabilities $93,854,634
Net Assets $244,277,556
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dickson Eric W Md (President & Ceo/Director, Umm Health Care, Inc.) $0 $1,333,724 $270,644
Finberg Robert W Md (Director, Umm Health Care, Inc.) $0 $315,755 $132,665
Okike O Nsidinanya Md (Director, Umm Health Care, Inc.) $0 $534,847 $40,943
Young Lynda M Md (Director, Umm Health Care, Inc.) $0 $40,974 $107
Bennett David L (Chairperson, Umass Memorial Health Care, Inc.) $0 $0 $0
Bennett Richard K (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Berkey Dennis D (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Berry Sarah G (Emerita Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Budd John H (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Collins Michael Md (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Cornell Lois D (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
D'alelio Edward (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Davis Dix F (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Flotte Terence Md (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Guardiola Elvira (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Jacobson M Howard (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Kangas Paul (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Knox Peter (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Lenhardt Stephen W Sr (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Macneill Harris L (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Mcmullen Cynthia M Edd (Emerita Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Mcnamara Mary Ellen (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Parry Edward J Iii (Vice Chairperson, Umass Memorial Health Care, Inc.) $0 $0 $0
Pederson Thoru (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Seymour Route Paulette Phd (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
See filing for compensation of 20 other people →
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Document Links

990
Filed on Aug. 5, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$229,817,014
Expenses
$210,037,099
Net Income
$19,779,915
Net Assets
$243,830,048
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,922,660
0.8%
Program Services $208,216,412
90.6%
Investment Income $3,640,201
1.6%
Bond Proceeds $0
Royalties $72,141
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,330,856
6.7%
Net Inventory Sales $0
Other Revenue $634,744
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $301,241
0.1%
Other Salaries and Wages $56,899,581
27.1%
Assets/Debt
Total Assets $333,779,202
Total Liabilities $89,949,154
Net Assets $243,830,048
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dickson Eric W Md (President & Ceo/Director, Umm Health Care, Inc.) $0 $761,102 $156,798
Finberg Robert W Md (Director, Umm Health Care, Inc.) $0 $283,734 $110,497
O'brien John G (President & Ceo Until 2/25/13, Umm Health Care, In) $0 $3,477,294 $36,227
Okike O Nsidinanya Md (Director, Umm Health Care, Inc.) $0 $511,675 $40,771
Young Lynda M Md (Director, Umm Health Care, Inc.) $0 $29,040 $107
Bennett David L (Chairperson, Umass Memorial Health Care, Inc.) $0 $0 $0
Bennett Richard K (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Berkey Dennis D (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Berry Sarah G (Emerita Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Budd John H (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Collins Michael Md (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Cornell Lois D (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
D'alelio Edward (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Davis Dix F (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Flotte Terence Md (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Guardiola Elvira (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Jacobson M Howard (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Kangas Paul (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Knox Peter (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Lenhardt Stephen W Sr (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Macneill Harris L (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Mcmullen Cynthia M Edd (Emerita Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
Mcnamara Mary Ellen (Director, Umass Memorial Health Care, Inc.) $0 $0 $0
Parry Edward J Iii (Vice Chairperson, Umass Memorial Health Care, Inc.) $0 $0 $0
Pederson Thoru (Emeritus Trustee, Umass Memorial Health Care, Inc.) $0 $0 $0
See filing for compensation of 21 other people →
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Document Links

990
Filed on Aug. 7, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$209,952,952
Expenses
$227,226,308
Net Income
-$17,273,356
Net Assets
$168,330,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $991,457
0.5%
Program Services $197,317,139
94.0%
Investment Income $3,641,806
1.7%
Bond Proceeds $0
Royalties $73,187
0.0%
Rental Property Income $0
Net Fundraising $440,448
0.2%
Sales of Assets $5,334,140
2.5%
Net Inventory Sales $0
Other Revenue $2,154,775
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $235,888,083
Total Liabilities $67,557,754
Net Assets $168,330,329

Document Links

990
Filed on Sept. 19, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,893,200
Expenses
$221,453,895
Net Income
-$26,560,695
Net Assets
$118,963,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,233,936
1.7%
Program Services $190,420,787
97.7%
Investment Income $3,862,259
2.0%
Bond Proceeds $0
Royalties $68,376
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,453,140
Net Inventory Sales $0
Other Revenue $2,760,982
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $1,127,995
0.5%
Other Salaries and Wages $0
Assets/Debt
Total Assets $206,354,442
Total Liabilities $87,390,521
Net Assets $118,963,921

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,203,921
Expenses
$201,925,213
Net Income
-$5,721,292
Net Assets
$117,409,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,025,631
3.1%
Program Services $180,835,966
92.2%
Investment Income $4,335,534
2.2%
Bond Proceeds $0
Royalties $67,524
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,102,820
1.6%
Net Inventory Sales $0
Other Revenue $1,836,446
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $1,602,995
0.8%
Other Salaries and Wages $0
Assets/Debt
Total Assets $182,508,694
Total Liabilities $65,099,642
Net Assets $117,409,052

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated