2024-08-14T15:58:06-05:00 2023-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2022-10-01 043163589 Heywood Medical Group Inc HEYW 9786325009 242 Green Street Gardner MA 01440 John Bujak CFO 9786325009 2024-08-13 1 1 Barbara J McGuan CPA P00219457 2077752387 2024-08-13 2022 2024-08-08 14:25:15Z Rozanna Penney 242 Green Street Gardner MA 01440 8223190 0 X www.heywood.org X 1992 MA To engage in the multi-specialty practice of medicine and to perform such medical and other ancillary services as are necessary in rendering such professional services. 5 0 436 7 0 0 0 0 6997105 8223179 364 11 0 0 6997469 8223190 0 0 0 0 14348493 11997465 0 0 0 52027 581070 14400520 12578535 -7403051 -4355345 16739541 5834340 11184578 6691509 5554963 -857169 X To engage in the multi-specialty practice of medicine and to perform such medical and other ancillary services as are necessary in rendering such professional services. To provide medical and health care to individuals living and working in the north central region of Massachusetts, to participate in the activities designed and carried on to promote and improve the general public health of patients in the Greater Gardner area. 0 0 9964664 8223178 Heywood Medical Group has over 40 physicians specializing in Primary Care and Specialty Care. The Primary Care physicians focus on pediatrics, and family practice. The Specialty Care physicians focus on the areas of cardiology, endocrinology, gastroenterology, gynecology/obstetrics, orthopedics, pulmonology, urology, and general surgery. Heywood Medical Group serves individuals and families in need of health care and works in coordination with Heywood Hospital and Athol Hospital to provide high-quality, comprehensive care to everyone. They also provide oversight to the provider based clinics at Heywood Hospital and Athol Hospital. 9964664 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 1 436 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X John Bujak 9786306157 242 Green Street Gardner MA 01440 Jiri Brabec Trustee 40.00 0.00 X 314833 0 38003 Maireni Cruz Trustee 40.00 0.00 X 424895 0 49107 Katherine Fitzgerald Trustee 40.00 0.00 X 316595 0 47969 Elizabeth Rembetsy-Brown Trustee 40.00 0.00 X 195442 0 41967 Thomas Scalfarotto Trustee 40.00 0.00 X 306268 0 39227 Winfield Brown Past President/CEO 0.20 41.20 X 0 1088823 61276 Thomas Sullivan CFO 0.20 41.20 X 0 186589 0 Rozanna Penney CEO 0.20 41.20 X 0 281093 29118 Phani Molakatalla Gastroenterology Physician 29.00 0.00 X 546838 0 52156 Bret Ancowitz Gastroenterology Physician 40.00 0.00 X 773668 0 50231 Michael Azzoni Ortho Physician 36.00 0.00 X 691867 0 50577 Thomas Dunzendorfer Gastroenterology Physician 35.00 0.00 X 777626 0 26702 Liam Hurley Physician 36.00 0.00 X 595183 0 49259 Michael Abbatiello Former Chief Financial Officer 0.20 41.20 X 0 232988 45872 4943215 1789493 581464 68 1 1 0 Advanced Cardiovascular Specialists 22 Natty Pond Drive Hubbardston MA 01452 Healthcare 1740635 Konstantino Avradopoulos 15 JPJM Edward Drive Northborough MA 01532 Healthcare 209099 E-Management Associates LLC PO Box 473 Amherst NH 03031 Healthcare 193556 UMass Memorial Medical Group Inc 265 Plantation Street Worcester MA 01605 Healthcare 147562 TAS Operations PO Box 95117 Chicago IL 60694 Healthcare 109251 5 Gross Patient Revenue 621110 20208241 20208241 Other Program Revenue 621110 1120632 1120632 Provision for Bad Debt 621110 -404513 -404513 Contractual Allowances 621110 -12701181 -12701181 8223179 11 11 8223190 8223179 0 11 1774307 1774307 4939025 3409546 1529479 591563 568353 23210 2920871 2210757 710114 1771699 1657480 114219 65 65 624297 624297 215129 97964 117165 818120 818120 5483 5483 33238 33238 43204 43204 70006 70006 628852 552437 76415 Collection Fees 714167 714167 Medical Supplies 556937 556937 Minor Equipment 19683 19683 Allocations -3148111 -3148111 12578535 9964664 2613871 0 X 450000 1044073 6487666 2842693 334252 134088 1661675 1218716 524861 442959 8942762 1370527 16739541 5834340 9662547 5320982 170490 1351541 1370527 11184578 6691509 X 5554963 -857169 5554963 -857169 16739541 5834340 -4355345 -2056787 0 X X 0 0 0 X 802132 802132 7815764 6949186 24945508 6997105 8223178 54930741 7815764 7751318 24945508 6997105 8223178 55732873 0 0 0 55732873 351 891 364 11 1617 351 891 364 11 1617 7815764 7751669 24946399 6997469 8223189 55734490 1.00000 1.00000 0.00000 X 481082 212847 268235 1180593 1005869 174724 442959 Deferred Compensation 1370527 1370527 Deferred Compensation 1370527 1370527 X Part X, Line 2: Heywood Healthcare, Heywood Hospital, Athol, HMGI, Charitable Foundation, Quabbin, and NMTC have been determined to be not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the "Code"), and the Realty Corp. has been determined to be a not-for-profit corporation as described in Section 501(c)(2) of the Code. All of the entities are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The Organization annually evaluates its tax status and tax positions taken with respect to its operations and financial position. Under Accounting Standards Codification ("ASC") 740, an organization must recognize the financial statement effects of a tax position taken for tax return purposes when it is more likely than not that the person will not be sustained upon examination by a taxing authority. The Organization does not believe it has taken any material uncertain tax positions, and accordingly, it has not recorded any liability for unrecognized tax benefits. Additionally, the Organization has filed IRS Form 990 information returns, as required, and all other applicable returns in jurisdiction where so required. For the years ended September 30, 2023 and 2022, there were no interest or penalties recorded or included in the consolidated statements of operations. 0 0 0 0 0 0 0 1 0 Winfield Brown Past President/CEO 0 778798 0 158589 0 151436 0 27656 0 33620 0 1150099 0 0 Bret Ancowitz Gastroenterology Physician 604824 0 168644 0 200 0 15717 0 34514 0 823899 0 0 0 Thomas Dunzendorfer Gastroenterology Physician 599337 0 178289 0 0 0 15589 0 11113 0 804328 0 0 0 Michael Azzoni Ortho Physician 681801 0 0 0 10066 0 19775 0 30802 0 742444 0 0 0 Liam Hurley Physician 544093 0 30625 0 20465 0 19312 0 29947 0 644442 0 0 0 Phani Molakatalla Gastroenterology Physician 540350 0 0 0 6488 0 21354 0 30802 0 598994 0 0 0 Maireni Cruz Trustee 314692 0 106693 0 3510 0 14594 0 34513 0 474002 0 0 0 Katherine Fitzgerald Trustee 267823 0 40369 0 8403 0 13456 0 34513 0 364564 0 0 0 Jiri Brabec Trustee 313306 0 1327 0 200 0 1000 0 37003 0 352836 0 0 0 Thomas Scalfarotto Trustee 286237 0 0 0 20031 0 4713 0 34514 0 345495 0 0 0 Rozanna Penney CEO 0 280480 0 0 0 613 0 29118 0 0 0 310211 0 0 Michael Abbatiello Former Chief Financial Officer 0 231732 0 0 0 1256 0 21924 0 23948 0 278860 0 0 Elizabeth Rembetsy-Brown Trustee 160647 0 31097 0 3698 0 8285 0 33682 0 237409 0 0 0 Thomas Sullivan CFO 0 186589 0 0 0 0 0 0 0 0 0 186589 0 0 Part I, Line 3 The related organization, Henry Heywood Memorial Hospital, uses the following methods to establish the compensation of the organization's CEO: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Written employment contract - Compensation survey or study - Approval by the board or compensation committee Part I, Line 7 Heywood Healthcare has an incentive (bonus) program for senior administration, directors, and managers that is a predefined percentage of their annual salary. The incentive program is structured on the financial health of the organization as well other indicators based surrounding leadership level. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by a third-party accounting firm with the assistance of the Accounting Department. The Form 990 is reviewed by the Director of Finance and CFO. Then the return is uploaded to the Hospital cyber board for the Board of Trustees to review prior to filing. Form 990, Part VI, Section B, line 12c The Board of Trustees review the Organization's Conflict of Interest policy annually in order to ensure that the Organization's Board of Trustees and Officers are regularly and consistently monitoring and enforcing it. Form 990, Part VI, Section B, line 15 All Officers and the CEO's salaries are paid by related corporations. The salaries are determined by the Board of Trustees, considering comparable salary information for Officers of other entities of similar size and level of activity. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available to the public by providing completed copies to the Executive Assistant, who provides copies upon request. Form 990, Part X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Heywood Medical Group, Inc. 242 Green Street Gardner, MA 01440 EIN: 04-3163589 Heywood Medical Group, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XII, Line 2a: Financial Statements and Reporting As of August 15, 2024, the Organization's financial statement audit for the fiscal year-ended 09/30/2023 has not been completed. As a result, questions related to financial statement audit on Form 990, Part IV and Part XII have been answered 'no' accordingly. Heywood Healthcare Inc 242 Green Street Gardner MA 01440 222720658 Parent Corp MA 501(c)(3) Line 12b, II 0 Henry Heywood Memorial Hospital 242 Green Street Gardner MA 01440 042103581 Acute Care Hospital MA 501(c)(3) Line 3 Heywood Healthcare Inc 0 Athol Memorial Hospital 2033 Main Street Athol MA 01331 042126583 Critical Access Hospital MA 501(c)(3) Line 3 Heywood Healthcare Inc 0 Quabbin Healthcare Inc 242 Green Street Gardner MA 01440 812053488 Behavioral Health MA 501(c)(3) Line 12b, II Heywood Healthcare Inc 0 Heywood Realty Corp 242 Green Street Gardner MA 01440 043327447 Prop. Holding Corp MA 501(c)(2) Heywood Healthcare Inc 0 Heywood Healthcare Charitable Foundation Inc 242 Green Street Gardner MA 01440 222720562 Charitable Foundation MA 501(c)(3) Line 7 Heywood Healthcare Inc 0 Athol Memorial Hospital NMTC Holdings Inc 242 Green Street Gardner MA 01440 822171549 Supporting Organization MA 501(c)(3) Line 12a, I Heywood Healthcare Inc 0 Winchendon Health Foundation Inc 55 Hospital Drive Winchendon MA 01475 042113276 Community Health Care MA 501(c)(3) Line 12d, III-O N/A 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 1 1