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HEYWOOD MEDICAL GROUP INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HEYWOOD MEDICAL GROUP INC (EIN 04-3163589)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-14
IRS object ID
202322269349300607
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-14T07:39:05-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12211 Congress StAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043163589EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Heywood Medical Group IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEYWBusinessNameControlTxt
Phone9786325009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1242 Green StreetAddressLine1Txt
CityGardnerCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01440ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas SullivanPersonNm
Person TitleInterim CFOPersonTitleTxt
Phone9786325009PhoneNum
Signature2023-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstThomasPersonFirstNm
Person LastSullivanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara J McGuan CPAPreparerPersonNm
PTINP00219457PTIN
Phone2077752387PhoneNum
Preparation2023-08-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerThomas SullivanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1242 Green StreetAddressLine1Txt
CityGardnerCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01440ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,997,469GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.heywood.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTo 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.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee384TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$24,945,508PYProgramServiceRevenueAmt
CY Program Service Revenue$6,997,105CYProgramServiceRevenueAmt
PY Investment Income$891PYInvestmentIncomeAmt
CY Investment Income$364CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$24,946,399PYTotalRevenueAmt
CY Total Revenue$6,997,469CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,310,753PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,348,493CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,405,084PYOtherExpensesAmt
CY Other Expenses$52,027CYOtherExpensesAmt
PY Total Expenses$25,715,837PYTotalExpensesAmt
CY Total Expenses$14,400,520CYTotalExpensesAmt
PY Revenues Less Expenses-$769,438PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,403,051CYRevenuesLessExpensesAmt
Total Assets BOY$12,509,063TotalAssetsBOYAmt
Total Assets EOY$16,739,541TotalAssetsEOYAmt
Total Liabilities BOY$6,722,364TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,184,578TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,786,699NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,554,963NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTo 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$13,507,755ExpenseAmt
Revenue$6,997,105RevenueAmt
DescHeywood 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.Desc
Total Program Service Expenses$13,507,755TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee384EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Thomas SullivanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9786306157PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1242 Green StreetAddressLine1Txt
CityGardnerCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01440ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Winfield Brown
President/CEO0.2041.40Yes (X)Yes (X)$0$1,064,638$71,344
Thomas Sullivan
Interim CFO1.0040.00Yes (X)Yes (X)$0$0$0
Elizabeth Nottleson
Chairwoman28.201.40Yes (X)Yes (X)$273,458$0$16,839
Lisa Rembetsy-Brown
Officer32.000.00Yes (X)Yes (X)$178,323$0$29,517
Thomas Scalfarotto
Officer36.000.00Yes (X)Yes (X)$326,748$0$28,832
Katelynn Agrafiotis
Trustee40.000.00Yes (X)$161,550$0$24,185
Maireni Cruz
Trustee32.000.00Yes (X)$319,939$0$32,697
Patrick Hook
Trustee40.000.00Yes (X)$259,706$0$13,998
Erica Lasorsa
Trustee28.000.00Yes (X)$92,005$0$4,804
Erin O'Hara
Trustee32.201.40Yes (X)$357,028$0$29,361
Rozanna Penney
Trustee0.2040.00Yes (X)$0$273,439$30,328
John Poremba
Trustee32.000.00Yes (X)$280,298$0$39,629
Michael Abbatiello
Past Chief Financial Officer1.0040.00Yes (X)Yes (X)$0$455,812$58,473
Helen Heneghan
Officer/Family Physician36.000.00Yes (X)$510,113$0$48,448
Francis Garofalo
Physician30.000.00$500,015$0$38,895Yes (X)
Bret Ancowitz
Gastro Physician40.000.00$854,218$0$39,805Yes (X)
Michael Azzoni
Ortho Physician36.000.00$671,633$0$46,098Yes (X)
Phani Molakatalla
Gastro Physician29.000.00$572,210$0$40,533Yes (X)
Jeffrey Blake
OB/GYN Physician30.000.00$552,591$0$32,945Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,909,835TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,793,889TotReportableCompRltdOrgAmt
Total Other Compensation$626,731TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K63IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Advanced Cardiovascular Specialists
22 Natty Pond DriveHubbardstonMA01452Healthcare$2,111,835
Jared Toman
4 Deer PathBoltonMA01740Healthcare$538,055
Konstantino Avradopoulos
15 JPJM Edward DriveNorthboroughMA01532Healthcare$226,731
UMass Memorial Medical Group Inc
265 Plantation StreetWorcesterMA01605Healthcare$198,811
McKesson Medical Surgical
PO Box 933027AtlantaGA31193Healthcare$147,015
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Gross Patient Revenue621110$20,488,938$20,488,938
Other Program Revenue621110$1,300,439$1,300,439
Care Management Revenu621110$28,141$28,141
Provision for Bad Debt621110-$721,937-$721,937
Contractual Allowances621110-$14,098,476-$14,098,476
FieldValueIRS element (for citing)
Total Program Service Revenue$6,997,105TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$364TotalRevenueColumnAmt
Exclusion$364ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,997,469TotalRevenueColumnAmt
Related Or Exempt Func Income$6,997,105RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$364ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,027,478TotalAmt
Program Services$3,027,478ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,775,289TotalAmt
Program Services$2,957,905ProgramServicesAmt
Management And General$2,817,384ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$473,619TotalAmt
Program Services$449,252ProgramServicesAmt
Management And General$24,367ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,439,226TotalAmt
Program Services$2,046,420ProgramServicesAmt
Management And General$1,392,806ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,632,881TotalAmt
Program Services$1,519,915ProgramServicesAmt
Management And General$112,966ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,812TotalAmt
Management And General$8,812ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$461,394TotalAmt
Program Services$388,020ProgramServicesAmt
Management And General$73,374ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$154,438TotalAmt
Program Services$124,059ProgramServicesAmt
Management And General$30,379ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,257TotalAmt
Program Services$1,257ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$822,338TotalAmt
Program Services$792,198ProgramServicesAmt
Management And General$30,140ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,525TotalAmt
Program Services$396ProgramServicesAmt
Management And General$2,129ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,476TotalAmt
Program Services$20,077ProgramServicesAmt
Management And General$7,399ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$38,331TotalAmt
Management And General$38,331ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$65,163TotalAmt
Program Services$46,970ProgramServicesAmt
Management And General$18,193ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$393,739TotalAmt
Program Services$24,885ProgramServicesAmt
Management And General$368,854ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Collection Fees$558,873$558,873
Medical Supplies$375,969$375,969
Minor Equipment$70,734$58,804$11,930
Allocations-$3,051,810$1,114,599-$4,166,409

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$122,788TotalAmt
Program Services$678ProgramServicesAmt
Management And General$122,110ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,400,520TotalAmt
Program Services$13,507,755ProgramServicesAmt
Management And General$892,765ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,783,750BOYAmt
EOY$450,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$632,949BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,330,308BOYAmt
EOY$6,487,666EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,970BOYAmt
EOY$334,252EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,665,478LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,140,617LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$606,532BOYAmt
EOY$524,861EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,145,554BOYAmt
EOY$8,942,762EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,509,063BOYAmt
EOY$16,739,541EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,210,816BOYAmt
EOY$9,662,547EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$405,655BOYAmt
EOY$170,490EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,105,893BOYAmt
EOY$1,351,541EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,722,364BOYAmt
EOY$11,184,578EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,786,699BOYAmt
EOY$5,554,963EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,786,699BOYAmt
EOY$5,554,963EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,509,063BOYAmt
EOY$16,739,541EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$7,403,051ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$2,300,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$9,471,315OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$802,132CurrentTaxYearMinus2YearsAmt
Total$802,132TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,199,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,815,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,949,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,945,508CurrentTaxYearMinus1YearAmt
Current Tax Year$6,997,105CurrentTaxYearAmt
Total$69,906,658TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,199,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,815,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,751,318CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,945,508CurrentTaxYearMinus1YearAmt
Current Tax Year$6,997,105CurrentTaxYearAmt
Total$70,708,790TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$70,708,790PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$351CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$891CurrentTaxYearMinus1YearAmt
Current Tax Year$364CurrentTaxYearAmt
Total$1,606TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$351CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$891CurrentTaxYearMinus1YearAmt
Current Tax Year$364CurrentTaxYearAmt
Total$1,606TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,199,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,815,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,751,669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,946,399CurrentTaxYearMinus1YearAmt
Current Tax Year$6,997,469CurrentTaxYearAmt
Total$70,710,396TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$481,083OtherCostOrOtherBasisAmt
Depreciation$187,830DepreciationAmt
Book Value$293,253BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,184,395OtherCostOrOtherBasisAmt
Depreciation$952,787DepreciationAmt
Book Value$231,608BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$524,861TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Deferred Compensation$1,351,541
Due from Related Party$7,591,221
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,942,762TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDeferred CompensationDesc
Amt$1,351,541Amt
FieldValueIRS element (for citing)
Total Liability$1,351,541TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationHeywood 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, 2022 and 2021, there were no interest or penalties recorded or included in the consolidated statements of operations.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Winfield Brown
President/CEO$0$611,124$0$146,625$0$306,889$0$25,875$0$45,469$0$1,135,982$0$0
Bret Ancowitz
Gastro Physician$689,986$0$164,232$0$0$0$16,846$0$22,959$0$894,023$0$0$0
Michael Azzoni
Ortho Physician$654,133$0$0$0$17,500$0$18,400$0$27,698$0$717,731$0$0$0
Phani Molakatalla
Gastro Physician$570,410$0$0$0$1,800$0$17,033$0$23,500$0$612,743$0$0$0
Jeffrey Blake
OB/GYN Physician$507,835$0$43,256$0$1,500$0$18,585$0$14,360$0$585,536$0$0$0
Helen Heneghan
Officer/Family Physician$510,113$0$0$0$0$0$15,494$0$32,954$0$558,561$0$0$0
Francis Garofalo
Physician$500,015$0$0$0$0$0$17,977$0$20,918$0$538,910$0$0$0
Michael Abbatiello
Past Chief Financial Officer$0$396,330$0$59,482$0$0$0$30,786$0$27,687$0$514,285$0$0
Erin O'Hara
Trustee$314,925$0$27,872$0$14,231$0$7,060$0$22,301$0$386,389$0$0$0
Thomas Scalfarotto
Officer$313,975$0$10,073$0$2,700$0$6,420$0$22,412$0$355,580$0$0$0
Maireni Cruz
Trustee$295,988$0$18,309$0$5,642$0$10,380$0$22,317$0$352,636$0$0$0
John Poremba
Trustee$280,298$0$0$0$0$0$16,506$0$23,123$0$319,927$0$0$0
Rozanna Penney
Trustee$0$237,756$0$35,683$0$0$0$27,691$0$2,637$0$303,767$0$0
Elizabeth Nottleson
Chairwoman$255,458$0$0$0$18,000$0$15,092$0$1,747$0$290,297$0$0$0
Patrick Hook
Trustee$230,006$0$29,700$0$0$0$12,930$0$1,068$0$273,704$0$0$0
Lisa Rembetsy-Brown
Officer$173,323$0$0$0$5,000$0$7,065$0$22,452$0$207,840$0$0$0
Katelynn Agrafiotis
Trustee$161,550$0$0$0$0$0$2,666$0$21,519$0$185,735$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3The 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 7Heywood 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 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 12cThe 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 15All 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 19The 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 Affiliate 9,471,315.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtDirect Controlling NADirectControllingNACd
Heywood Healthcare Inc
242 Green StreetGardnerMA01440222720658Parent CorpMA501(c)(3)Line 12b, II0
Henry Heywood Memorial Hospital
242 Green StreetGardnerMA01440042103581Acute Care HospitalMA501(c)(3)Line 30Heywood Healthcare Inc
Athol Memorial Hospital
2033 Main StreetAtholMA01331042126583Critical Access HospitalMA501(c)(3)Line 30Heywood Healthcare Inc
Quabbin Healthcare Inc
242 Green StreetGardnerMA01440812053488Behavioral HealthMA501(c)(3)Line 12b, II0Heywood Healthcare Inc
Heywood Realty Corp
242 Green StreetGardnerMA01440043327447Prop. Holding CorpMA501(c)(2)0Heywood Healthcare Inc
Heywood Healthcare Charitable Foundation Inc
242 Green StreetGardnerMA01440222720562Charitable FoundationMA501(c)(3)Line 70Heywood Healthcare Inc
Athol Memorial Hospital NMTC Holdings Inc
242 Green StreetGardnerMA01440822171549Supporting OrganizationMA501(c)(3)Line 12a, I0Heywood Healthcare Inc
Winchendon Health Foundation Inc
55 Hospital DriveWinchendonMA01475042113276Community Health CareMA501(c)(3)Line 12d, III-O0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Heywood Realty CorporationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeKTransactionTypeTxt
Involved$773,401InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt