2026-08-14T07:56:29-05:00 2025-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-10-01 043163589 Heywood Medical Group Inc HEYW 9786325009 242 Green Street Gardner MA 01440 John Bujak CFO 9786325009 2026-08-13 1 1 Melissa Magoon CPA P01712842 2077752387 2026-08-13 2024 2025-03-06 01:10:19Z Rozanna Penney 242 Green Street Gardner MA 01440 11935456 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. 12 2 412 2 0 0 0 0 6922066 11935456 0 0 0 0 6922066 11935456 0 0 0 0 12114076 15221676 0 0 0 -973670 2660979 11140406 17882655 -4218340 -5947199 6720326 5714227 7326754 7480271 -606428 -1766044 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 16753816 11935456 Heywood Medical Group has over 75 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. 16753816 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 0 1 8 0 1 412 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 2 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 Rozanna Penney President/CEO 0.20 41.20 X X 0 643675 9677 John Bujak Treasurer/CFO 0.20 41.20 X X 0 379283 36597 Joanne Parks Clerk 0.20 1.40 X X 0 0 0 Katelynn Agrafiotis-Liddy PA Trustee/Physician Assistant 40.00 0.00 X 141079 0 39174 Jiri Brabec MD Trustee/General Surgeon Physician 40.00 0.00 X 338951 0 46833 Aimee Cormier Trustee 0.20 0.00 X 0 0 0 Maireni Cruz MD Trustee/Family Practice Physician 40.00 0.00 X 460015 0 44092 Victoria Edwards DO Trustee/General Surgeon Physician 40.00 0.00 X 428814 0 40856 Katherine Fitzgerald DO Trustee/Family Practice Physician 40.00 0.00 X 491933 0 44617 Erica Lasorsa PA Trustee/Physician Assistant 40.00 0.00 X 132034 0 7140 Phani Molakatalla MD Trustee/Gastroenterology Physician 40.00 1.40 X 657589 0 49443 Lisa Rembetsy-Brown MD Trustee/Family Practice Physician 40.00 0.00 X 186962 0 40372 Elizabeth Nottleson MD Past Trustee/Family Practice Physician 40.00 1.40 X 362097 0 38101 Thomas Sullivan Past Chief Executive Officer/President 0.20 41.20 X X 0 365473 960 Jared Toman MD Orthopedic Physician 40.00 0.00 X 1193852 0 38461 Bret Ancowitz MD Gastroenterology Physician 40.00 0.00 X 924859 0 36873 Thomas Dunzendorfer MD Gastroenterology Physician 40.00 0.00 X 736959 0 11883 Jeffrey D Blake MD OB/GYN Physician 40.00 0.00 X 708780 0 19717 Erin O'Hara MD Chief Medical Officer 40.00 1.40 X 596161 0 38048 7360085 1388431 542844 71 0 1 0 Advanced Cardiovascular Specialists 22 Natty Pond Drive Hubbardston MA 01452 Medical Services 1120704 Huron Consulting Services 3005 Momentum Place Chicago IL 606895330 Rev Cycle Management 423160 UMass Memorial Medical Group 306 Belmont St Worcester MA 01608 Medical Services 249129 Konstantino Avradopoulos 15 John Edward Drive Northborough MA 01532 Medical Services 229574 4 Gross Patient Revenue 621110 18848619 18848619 Other Program Revenue 621110 6281227 6281227 Provision for Bad Debt 621110 -2342740 -2342740 Contractual Allowances 621110 -10851650 -10851650 11935456 11935456 11935456 0 0 3550101 3550101 8470104 7648712 821392 723352 668022 55330 1155587 1053984 101603 1322532 1229442 93090 1317257 1292352 24905 42110 41067 1043 750838 732235 18603 3630 3540 90 70612 68862 1750 48014 47599 415 449015 437890 11125 Miscellaneous Expenses 88060 85877 2183 Medical Supplies 46866 45705 1161 Allocations -155423 -151572 -3851 17882655 16753816 1128839 0 X 1660592 490395 3183984 3033680 13982 182715 1686392 1362746 376797 323646 1484971 1683791 6720326 5714227 5841783 5796480 1484971 1683791 7326754 7480271 X -606428 -1766044 -606428 -1766044 6720326 5714227 X -5947199 517680 4269903 X 0 1 X 1 1 1 X 24945508 6997105 8223178 6922066 11935456 59023313 24945508 6997105 8223178 6922066 11935456 59023313 0 0 0 59023313 891 364 11 1266 891 364 11 1266 24946399 6997469 8223189 6922066 11935456 59024579 1.00000 1.00000 0.00000 X 481082 262011 219071 1195093 1100735 94358 10217 10217 323646 Deferred Compensation 1683791 1683791 Deferred Compensation 1683791 1683791 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-forprofit 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 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 position 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 jurisdictions where so required. For the year ended September 30, 2025, there was no interest or penalties recorded or included in the consolidated statement of operations. 0 0 0 0 0 0 0 1 0 Jared Toman MD Orthopedic Physician 1186459 0 0 0 7393 0 5901 0 32560 0 1232313 0 0 0 Bret Ancowitz MD Gastroenterology Physician 605551 0 319308 0 0 0 0 0 36873 0 961732 0 0 0 Thomas Dunzendorfer MD Gastroenterology Physician 557959 0 179000 0 0 0 0 0 11883 0 748842 0 0 0 Jeffrey D Blake MD OB/GYN Physician 637623 0 63785 0 7372 0 7901 0 11816 0 728497 0 0 0 Phani Molakatalla MD Trustee/Gastroenterology Physician 646988 0 0 0 10601 0 11500 0 37943 0 707032 0 0 0 Rozanna Penney President/CEO 0 491933 0 150666 0 1076 0 9677 0 0 0 653352 0 0 Erin O'Hara MD Chief Medical Officer 476101 0 119669 0 391 0 489 0 37559 0 634209 0 0 0 Katherine Fitzgerald DO Trustee/Family Practice Physician 328152 0 150428 0 13353 0 7743 0 36874 0 536550 0 0 0 Maireni Cruz MD Trustee/Family Practice Physician 316166 0 143346 0 503 0 7260 0 36832 0 504107 0 0 0 Victoria Edwards DO Trustee/General Surgeon Physician 390936 0 0 0 37878 0 8334 0 32522 0 469670 0 0 0 John Bujak Treasurer/CFO 0 334208 0 45075 0 0 0 4038 0 32559 0 415880 0 0 Elizabeth Nottleson MD Past Trustee/Family Practice Physici 310089 0 37225 0 14783 0 5858 0 32243 0 400198 0 0 0 Jiri Brabec MD Trustee/General Surgeon Physician 311260 0 27691 0 0 0 10169 0 36664 0 385784 0 0 0 Thomas Sullivan Past Chief Executive Officer/Preside 0 355240 0 0 0 10233 0 0 0 960 0 366433 0 0 Lisa Rembetsy-Brown MD Trustee/Family Practice Physician 159878 0 26102 0 982 0 3988 0 36384 0 227334 0 0 0 Katelynn Agrafiotis-Liddy PA Trustee/Physician Assistant 139471 0 0 0 1608 0 2551 0 36623 0 180253 0 0 0 Part I, Line 3 Henry Heywood Memorial Hospital, a related organization, 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 XI, line 9: Transfer from Affiliates 4,269,903. Form 990, Part XI, Line 8: Prior Period Adjustment During the year ended September 30, 2025, the Organization recorded a prior period adjustment to align net assets with the balances reflected in the September 30, 2025 audited financial statements. The adjustment was necessary because audited financial statements were not available before filing the 2023 Form 990. Heywood Healthcare Inc 242 Green Street Gardner MA 01440 222720658 Parent Corp MA 501(c)(3) Line 12b, II N/A 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 Shields Imaging at Heywood Healthcare LLC 242 Green Street Gardner MA 01440 Imaging Services MA N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 Heywood Realty Corporation K 580051 FMV