2023-08-14T07:39:05-05:00 2022-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2021-10-01 043163589 Heywood Medical Group Inc HEYW 9786325009 242 Green Street Gardner MA 01440 Thomas Sullivan Interim CFO 9786325009 2023-08-07 1 Thomas Sullivan 999009999 Barbara J McGuan CPA P00219457 2077752387 2023-08-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Thomas Sullivan 242 Green Street Gardner MA 01440 6997469 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 0 384 7 0 0 0 0 24945508 6997105 891 364 0 0 24946399 6997469 0 0 0 0 20310753 14348493 0 0 0 5405084 52027 25715837 14400520 -769438 -7403051 12509063 16739541 6722364 11184578 5786699 5554963 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 13507755 6997105 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. 13507755 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 0 0 1 17 0 1 384 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X Thomas Sullivan 9786306157 242 Green Street Gardner MA 01440 Winfield Brown President/CEO 0.20 41.40 X X 0 1064638 71344 Thomas Sullivan Interim CFO 1.00 40.00 X X 0 0 0 Elizabeth Nottleson Chairwoman 28.20 1.40 X X 273458 0 16839 Lisa Rembetsy-Brown Officer 32.00 0.00 X X 178323 0 29517 Thomas Scalfarotto Officer 36.00 0.00 X X 326748 0 28832 Katelynn Agrafiotis Trustee 40.00 0.00 X 161550 0 24185 Maireni Cruz Trustee 32.00 0.00 X 319939 0 32697 Patrick Hook Trustee 40.00 0.00 X 259706 0 13998 Erica Lasorsa Trustee 28.00 0.00 X 92005 0 4804 Erin O'Hara Trustee 32.20 1.40 X 357028 0 29361 Rozanna Penney Trustee 0.20 40.00 X 0 273439 30328 John Poremba Trustee 32.00 0.00 X 280298 0 39629 Michael Abbatiello Past Chief Financial Officer 1.00 40.00 X X 0 455812 58473 Helen Heneghan Officer/Family Physician 36.00 0.00 X 510113 0 48448 Francis Garofalo Physician 30.00 0.00 X 500015 0 38895 Bret Ancowitz Gastro Physician 40.00 0.00 X 854218 0 39805 Michael Azzoni Ortho Physician 36.00 0.00 X 671633 0 46098 Phani Molakatalla Gastro Physician 29.00 0.00 X 572210 0 40533 Jeffrey Blake OB/GYN Physician 30.00 0.00 X 552591 0 32945 5909835 1793889 626731 63 0 1 0 Advanced Cardiovascular Specialists 22 Natty Pond Drive Hubbardston MA 01452 Healthcare 2111835 Jared Toman 4 Deer Path Bolton MA 01740 Healthcare 538055 Konstantino Avradopoulos 15 JPJM Edward Drive Northborough MA 01532 Healthcare 226731 UMass Memorial Medical Group Inc 265 Plantation Street Worcester MA 01605 Healthcare 198811 McKesson Medical Surgical PO Box 933027 Atlanta GA 31193 Healthcare 147015 5 Gross Patient Revenue 621110 20488938 20488938 Other Program Revenue 621110 1300439 1300439 Care Management Revenu 621110 28141 28141 Provision for Bad Debt 621110 -721937 -721937 Contractual Allowances 621110 -14098476 -14098476 6997105 364 364 6997469 6997105 0 364 3027478 3027478 5775289 2957905 2817384 473619 449252 24367 3439226 2046420 1392806 1632881 1519915 112966 8812 8812 461394 388020 73374 154438 124059 30379 1257 1257 822338 792198 30140 2525 396 2129 27476 20077 7399 38331 38331 65163 46970 18193 393739 24885 368854 Collection Fees 558873 558873 Medical Supplies 375969 375969 Minor Equipment 70734 58804 11930 Allocations -3051810 1114599 -4166409 122788 678 122110 14400520 13507755 892765 0 X 3783750 450000 632949 2330308 6487666 9970 334252 1665478 1140617 606532 524861 5145554 8942762 12509063 16739541 5210816 9662547 405655 170490 1105893 1351541 6722364 11184578 X 5786699 5554963 5786699 5554963 12509063 16739541 X -7403051 -2300000 9471315 X 0 1 X 1 0 X 802132 802132 23199095 7815764 6949186 24945508 6997105 69906658 23199095 7815764 7751318 24945508 6997105 70708790 0 0 0 70708790 351 891 364 1606 351 891 364 1606 23199095 7815764 7751669 24946399 6997469 70710396 1.00000 1.00000 0.00000 X 481083 187830 293253 1184395 952787 231608 524861 Deferred Compensation 1351541 Due from Related Party 7591221 8942762 Deferred Compensation 1351541 1351541 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, 2022 and 2021, 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 President/CEO 0 611124 0 146625 0 306889 0 25875 0 45469 0 1135982 0 0 Bret Ancowitz Gastro Physician 689986 0 164232 0 0 0 16846 0 22959 0 894023 0 0 0 Michael Azzoni Ortho Physician 654133 0 0 0 17500 0 18400 0 27698 0 717731 0 0 0 Phani Molakatalla Gastro Physician 570410 0 0 0 1800 0 17033 0 23500 0 612743 0 0 0 Jeffrey Blake OB/GYN Physician 507835 0 43256 0 1500 0 18585 0 14360 0 585536 0 0 0 Helen Heneghan Officer/Family Physician 510113 0 0 0 0 0 15494 0 32954 0 558561 0 0 0 Francis Garofalo Physician 500015 0 0 0 0 0 17977 0 20918 0 538910 0 0 0 Michael Abbatiello Past Chief Financial Officer 0 396330 0 59482 0 0 0 30786 0 27687 0 514285 0 0 Erin O'Hara Trustee 314925 0 27872 0 14231 0 7060 0 22301 0 386389 0 0 0 Thomas Scalfarotto Officer 313975 0 10073 0 2700 0 6420 0 22412 0 355580 0 0 0 Maireni Cruz Trustee 295988 0 18309 0 5642 0 10380 0 22317 0 352636 0 0 0 John Poremba Trustee 280298 0 0 0 0 0 16506 0 23123 0 319927 0 0 0 Rozanna Penney Trustee 0 237756 0 35683 0 0 0 27691 0 2637 0 303767 0 0 Elizabeth Nottleson Chairwoman 255458 0 0 0 18000 0 15092 0 1747 0 290297 0 0 0 Patrick Hook Trustee 230006 0 29700 0 0 0 12930 0 1068 0 273704 0 0 0 Lisa Rembetsy-Brown Officer 173323 0 0 0 5000 0 7065 0 22452 0 207840 0 0 0 Katelynn Agrafiotis Trustee 161550 0 0 0 0 0 2666 0 21519 0 185735 0 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 XI, line 9: Transfer from Affiliate 9,471,315. 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 0 1 Heywood Realty Corporation K 773401 FMV