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Nonprofiteer
← HEYWOOD MEDICAL GROUP INC

Form 990 for tax year 2024

Filed by HEYWOOD MEDICAL GROUP INC.

Totals

Total revenue
$11,935,456
Total expenses
$17,882,655
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,935,456
Investment income
$0
Other revenue
$0
Total assets, end of year
$5,714,227
Total liabilities, end of year
$7,480,271
Net assets or fund balances, end of year
-$1,766,044
Program services expenses (Part IX)
$16,753,816
Management and general expenses
$1,128,839
Fundraising expenses
$0
Program service expenses (Part III)
$16,753,816

Program services were 93.7% 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 $18,848,619 · related or exempt $18,848,619

  • 2b · Program service revenue: Other Program Revenue

    total $6,281,227 · related or exempt $6,281,227

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

    total -$2,342,740 · related or exempt -$2,342,740

  • 2d · Program service revenue: Contractual Allowances

    total -$10,851,650 · related or exempt -$10,851,650

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,550,101 · program services $3,550,101

  • 7 · Other salaries and wages

    total $8,470,104 · program services $7,648,712 · management and general $821,392

  • 8 · Pension plan contributions

    total $723,352 · program services $668,022 · management and general $55,330

  • 9 · Other employee benefits

    total $1,155,587 · program services $1,053,984 · management and general $101,603

  • 10 · Payroll taxes

    total $1,322,532 · program services $1,229,442 · management and general $93,090

  • 11g · Fees: other

    total $1,317,257 · program services $1,292,352 · management and general $24,905

  • 13 · Office expenses

    total $42,110 · program services $41,067 · management and general $1,043

  • 16 · Occupancy

    total $750,838 · program services $732,235 · management and general $18,603

  • 17 · Travel

    total $3,630 · program services $3,540 · management and general $90

  • 19 · Conferences, conventions and meetings

    total $70,612 · program services $68,862 · management and general $1,750

  • 22 · Depreciation, depletion and amortization

    total $48,014 · program services $47,599 · management and general $415

  • 23 · Insurance

    total $449,015 · program services $437,890 · management and general $11,125

  • 24a · Other expenses: Miscellaneous Expenses

    total $88,060 · program services $85,877 · management and general $2,183

  • 24b · Other expenses: Medical Supplies

    total $46,866 · program services $45,705 · management and general $1,161

  • 24c · Other expenses: Allocations

    total -$155,423 · program services -$151,572 · management and general -$3,851

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,660,592 · end of year $490,395

  • 4 · Accounts receivable

    beginning of year $3,183,984 · end of year $3,033,680

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,982 · end of year $182,715

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

    $1,686,392

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

    $1,362,746

  • 10c · Land, buildings and equipment, net

    beginning of year $376,797 · end of year $323,646

  • 15 · Other assets

    beginning of year $1,484,971 · end of year $1,683,791

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,841,783 · end of year $5,796,480

  • 25 · Other liabilities

    beginning of year $1,484,971 · end of year $1,683,791

  • 27 · Net assets without donor restrictions

    beginning of year -$606,428 · end of year -$1,766,044

Mission and programs · 2024

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 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.

    Expenses $16,753,816 · Revenue $11,935,456

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rozanna Penney

    President/CEO

    Total calculated
    $653,352
    From this org
    $0
    From related orgs
    $643,675
    Other
    $9,677
    Hours/week
    0.2 + 41.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $491,933 related
    Bonus
    $0 + $150,666 related
    Other
    $0 + $1,076 related
    Deferred
    $0 + $9,677 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $653,352 related

  • John Bujak

    Treasurer/CFO

    Total calculated
    $415,880
    From this org
    $0
    From related orgs
    $379,283
    Other
    $36,597
    Hours/week
    0.2 + 41.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,208 related
    Bonus
    $0 + $45,075 related
    Other
    $0
    Deferred
    $0 + $4,038 related
    Nontaxable benefits
    $0 + $32,559 related
    Filer's total
    $0 + $415,880 related

  • Joanne Parks

    Clerk

    Total calculated
    $0
    Hours/week
    0.2 + 1.4 related

  • Katelynn Agrafiotis-Liddy PA

    Trustee/Physician Assistant

    Total calculated
    $180,253
    From this org
    $141,079
    From related orgs
    $0
    Other
    $39,174
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,471
    Bonus
    $0
    Other
    $1,608
    Deferred
    $2,551
    Nontaxable benefits
    $36,623
    Filer's total
    $180,253

  • Jiri Brabec MD

    Trustee/General Surgeon Physician

    Total calculated
    $385,784
    From this org
    $338,951
    From related orgs
    $0
    Other
    $46,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,260
    Bonus
    $27,691
    Other
    $0
    Deferred
    $10,169
    Nontaxable benefits
    $36,664
    Filer's total
    $385,784

  • Aimee Cormier

    Trustee

    Total calculated
    $0
    Hours/week
    0.2

  • Maireni Cruz MD

    Trustee/Family Practice Physician

    Total calculated
    $504,107
    From this org
    $460,015
    From related orgs
    $0
    Other
    $44,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,166
    Bonus
    $143,346
    Other
    $503
    Deferred
    $7,260
    Nontaxable benefits
    $36,832
    Filer's total
    $504,107

  • Victoria Edwards DO

    Trustee/General Surgeon Physician

    Total calculated
    $469,670
    From this org
    $428,814
    From related orgs
    $0
    Other
    $40,856
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $390,936
    Bonus
    $0
    Other
    $37,878
    Deferred
    $8,334
    Nontaxable benefits
    $32,522
    Filer's total
    $469,670

  • Katherine Fitzgerald DO

    Trustee/Family Practice Physician

    Total calculated
    $536,550
    From this org
    $491,933
    From related orgs
    $0
    Other
    $44,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $328,152
    Bonus
    $150,428
    Other
    $13,353
    Deferred
    $7,743
    Nontaxable benefits
    $36,874
    Filer's total
    $536,550

  • Erica Lasorsa PA

    Trustee/Physician Assistant

    Total calculated
    $139,174
    From this org
    $132,034
    From related orgs
    $0
    Other
    $7,140
    Hours/week
    40

  • Phani Molakatalla MD

    Trustee/Gastroenterology Physician

    Total calculated
    $707,032
    From this org
    $657,589
    From related orgs
    $0
    Other
    $49,443
    Hours/week
    40 + 1.4 related

    Schedule J breakdown matched by us

    Base
    $646,988
    Bonus
    $0
    Other
    $10,601
    Deferred
    $11,500
    Nontaxable benefits
    $37,943
    Filer's total
    $707,032

  • Lisa Rembetsy-Brown MD

    Trustee/Family Practice Physician

    Total calculated
    $227,334
    From this org
    $186,962
    From related orgs
    $0
    Other
    $40,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,878
    Bonus
    $26,102
    Other
    $982
    Deferred
    $3,988
    Nontaxable benefits
    $36,384
    Filer's total
    $227,334

  • Elizabeth Nottleson MD

    Past Trustee/Family Practice Physician

    Total calculated
    $400,198
    From this org
    $362,097
    From related orgs
    $0
    Other
    $38,101
    Hours/week
    40 + 1.4 related

    Schedule J breakdown matched by us

    Base
    $310,089
    Bonus
    $37,225
    Other
    $14,783
    Deferred
    $5,858
    Nontaxable benefits
    $32,243
    Filer's total
    $400,198

  • Thomas Sullivan

    Past Chief Executive Officer/President

    Total calculated
    $366,433
    From this org
    $0
    From related orgs
    $365,473
    Other
    $960
    Hours/week
    0.2 + 41.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $355,240 related
    Bonus
    $0
    Other
    $0 + $10,233 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $960 related
    Filer's total
    $0 + $366,433 related

  • Jared Toman MD

    Orthopedic Physician

    Total calculated
    $1,232,313
    From this org
    $1,193,852
    From related orgs
    $0
    Other
    $38,461
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,186,459
    Bonus
    $0
    Other
    $7,393
    Deferred
    $5,901
    Nontaxable benefits
    $32,560
    Filer's total
    $1,232,313

  • Bret Ancowitz MD

    Gastroenterology Physician

    Total calculated
    $961,732
    From this org
    $924,859
    From related orgs
    $0
    Other
    $36,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $605,551
    Bonus
    $319,308
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $36,873
    Filer's total
    $961,732

  • Thomas Dunzendorfer MD

    Gastroenterology Physician

    Total calculated
    $748,842
    From this org
    $736,959
    From related orgs
    $0
    Other
    $11,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $557,959
    Bonus
    $179,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,883
    Filer's total
    $748,842

  • Jeffrey D Blake MD

    OB/GYN Physician

    Total calculated
    $728,497
    From this org
    $708,780
    From related orgs
    $0
    Other
    $19,717
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $637,623
    Bonus
    $63,785
    Other
    $7,372
    Deferred
    $7,901
    Nontaxable benefits
    $11,816
    Filer's total
    $728,497

  • Erin O'Hara MD

    Chief Medical Officer

    Total calculated
    $634,209
    From this org
    $596,161
    From related orgs
    $0
    Other
    $38,048
    Hours/week
    40 + 1.4 related

    Schedule J breakdown matched by us

    Base
    $476,101
    Bonus
    $119,669
    Other
    $391
    Deferred
    $489
    Nontaxable benefits
    $37,559
    Filer's total
    $634,209

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

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Shields Imaging at Heywood Healthcare LLC

    Imaging Services · MA

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202602269349300715

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