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Nonprofiteer
← HEYWOOD MEDICAL GROUP INC

Form 990 for tax year 2023

Filed by HEYWOOD MEDICAL GROUP INC.

Totals

Total revenue
$6,922,066
Total expenses
$11,140,406
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,922,066
Investment income
$0
Other revenue
$0
Total assets, end of year
$6,720,326
Total liabilities, end of year
$7,326,754
Net assets or fund balances, end of year
-$606,428
Program services expenses (Part IX)
$9,832,910
Management and general expenses
$1,307,496
Fundraising expenses
$0
Program service expenses (Part III)
$9,832,910

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Gross Patient Revenue

    total $16,345,248 · related or exempt $16,345,248

  • 2b · Program service revenue: Other Program Revenue

    total $1,549,181 · related or exempt $1,549,181

  • 2c · Program service revenue: Provision for Bad Debt

    total -$593,557 · related or exempt -$593,557

  • 2d · Program service revenue: Contractual Allowances

    total -$10,378,806 · related or exempt -$10,378,806

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,223,868 · program services $1,223,868

  • 7 · Other salaries and wages

    total $5,162,891 · program services $1,323,851 · management and general $3,839,040

  • 8 · Pension plan contributions

    total $455,521 · program services $427,503 · management and general $28,018

  • 9 · Other employee benefits

    total $3,543,224 · program services $2,933,802 · management and general $609,422

  • 10 · Payroll taxes

    total $1,728,572 · program services $1,613,450 · management and general $115,122

  • 11g · Fees: other

    total $1,124,393 · program services $1,103,212 · management and general $21,181

  • 14 · Information technology

    total $280,444 · program services $25,528 · management and general $254,916

  • 16 · Occupancy

    total $684,719 · program services $667,943 · management and general $16,776

  • 17 · Travel

    total $1,926 · program services $1,926

  • 19 · Conferences, conventions and meetings

    total $13,065 · program services $11,740 · management and general $1,325

  • 20 · Interest

    total $7,441 · management and general $7,441

  • 22 · Depreciation, depletion and amortization

    total $55,693 · program services $44,812 · management and general $10,881

  • 23 · Insurance

    total $421,201 · program services $14,856 · management and general $406,345

  • 24a · Other expenses: Collection Fees

    total $239,255 · program services $239,255

  • 24b · Other expenses: Medical Supplies

    total $206,699 · program services $194,144 · management and general $12,555

  • 24c · Other expenses: Miscellaneous Expenses

    total $31,677 · program services $7,020 · management and general $24,657

  • 24d · Other expenses: Allocations

    total -$4,040,183 · management and general -$4,040,183

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,044,073 · end of year $1,660,592

  • 4 · Accounts receivable

    beginning of year $2,842,693 · end of year $3,183,984

  • 9 · Prepaid expenses and deferred charges

    beginning of year $134,088 · end of year $13,982

  • 10a · Land, buildings and equipment: cost or other basis

    $1,667,500

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,290,703

  • 10c · Land, buildings and equipment, net

    beginning of year $442,959 · end of year $376,797

  • 15 · Other assets

    beginning of year $1,370,527 · end of year $1,484,971

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,320,982 · end of year $5,841,783

  • 25 · Other liabilities

    beginning of year $1,370,527 · end of year $1,484,971

  • 27 · Net assets without donor restrictions

    beginning of year -$857,169 · end of year -$606,428

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $9,832,910 · Revenue $6,922,066

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rozanna Penney

    President/CEO

    Total calculated
    $374,784
    From this org
    $0
    From related orgs
    $365,243
    Other
    $9,541
    Hours/week
    0.2 + 41.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,449 related
    Bonus
    $0
    Other
    $0 + $794 related
    Deferred
    $0 + $9,541 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $374,784 related

  • JoAnne Parks

    Clerk

    Total calculated
    $0
    Hours/week
    0.2 + 1.4 related

  • Aimee Cormier

    Trustee

    Total calculated
    $0
    Hours/week
    0.2

  • Maireni Cruz

    Trustee

    Total calculated
    $505,557
    From this org
    $463,114
    From related orgs
    $0
    Other
    $42,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,347
    Bonus
    $146,430
    Other
    $337
    Deferred
    $6,153
    Nontaxable benefits
    $36,290
    Filer's total
    $505,557

  • Helen Heneghan

    Trustee

    Total calculated
    $0
    Hours/week
    0.2

  • Erica Lasorsa

    Trustee

    Total calculated
    $149,846
    From this org
    $142,296
    From related orgs
    $0
    Other
    $7,550
    Hours/week
    40

  • Lisa Rembetsy-Brown

    Trustee

    Total calculated
    $222,760
    From this org
    $183,000
    From related orgs
    $0
    Other
    $39,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,467
    Bonus
    $22,551
    Other
    $982
    Deferred
    $3,917
    Nontaxable benefits
    $35,843
    Filer's total
    $222,760

  • Thomas Scalfarotto

    Trustee

    Total calculated
    $345,706
    From this org
    $309,652
    From related orgs
    $0
    Other
    $36,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,344
    Bonus
    $0
    Other
    $308
    Deferred
    $0
    Nontaxable benefits
    $36,054
    Filer's total
    $345,706

  • Thomas Sullivan

    Treasurer/Past CEO & CFO

    Total calculated
    $206,677
    From this org
    $0
    From related orgs
    $206,677
    Other
    $0
    Hours/week
    0.2 + 41.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,810 related
    Bonus
    $0
    Other
    $0 + $5,867 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $206,677 related

  • John Bujak

    CFO

    Total calculated
    $188,689
    From this org
    $0
    From related orgs
    $169,966
    Other
    $18,723
    Hours/week
    0.2 + 41.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,966 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,723 related
    Filer's total
    $0 + $188,689 related

  • Jared Toman

    Orthopedic Physician

    Total calculated
    $1,109,372
    From this org
    $1,102,832
    From related orgs
    $0
    Other
    $6,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $986,197
    Bonus
    $115,000
    Other
    $1,635
    Deferred
    $0
    Nontaxable benefits
    $6,540
    Filer's total
    $1,109,372

  • Bret Ancowitz

    Gastroenterology Physician

    Total calculated
    $854,759
    From this org
    $818,427
    From related orgs
    $0
    Other
    $36,332
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $650,124
    Bonus
    $168,303
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,332
    Filer's total
    $854,759

  • Thomas Dunzendorfer

    Gastroenterology Physician

    Total calculated
    $752,702
    From this org
    $741,298
    From related orgs
    $0
    Other
    $11,404
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $577,273
    Bonus
    $164,025
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,404
    Filer's total
    $752,702

  • Micahel Azzoni

    Orthopedic Physician

    Total calculated
    $676,274
    From this org
    $638,110
    From related orgs
    $0
    Other
    $38,164
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $633,616
    Bonus
    $0
    Other
    $4,494
    Deferred
    $6,231
    Nontaxable benefits
    $31,933
    Filer's total
    $676,274

  • Erin O'Hara

    Chief Medical Officer

    Total calculated
    $640,574
    From this org
    $608,641
    From related orgs
    $0
    Other
    $31,933
    Hours/week
    40 + 1.4 related

    Schedule J breakdown matched by us

    Base
    $477,892
    Bonus
    $130,365
    Other
    $384
    Deferred
    $0
    Nontaxable benefits
    $31,933
    Filer's total
    $640,574

  • Winfield Brown

    Former President/CEO

    Total calculated
    $552,753
    From this org
    $0
    From related orgs
    $525,783
    Other
    $26,970
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $357,368 related
    Bonus
    $0 + $40,560 related
    Other
    $0 + $127,855 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $14,770 related
    Filer's total
    $0 + $552,753 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 4a
During 2023, Winfield Brown, Former President/CEO received $125,000 of severance pay from Henry Heywood Memorial Hospital, a related organization.
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 August 2025
IRS schema version
2023v6.0
Source object
202502269349300920

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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