Skip to content
Nonprofiteer
← MOSES-WEITZMAN HEALTH SYSTEM INC

Form 990 for tax year 2024

Filed by MOSES-WEITZMAN HEALTH SYSTEM INC.

Totals

Total revenue
$32,577,110
Total expenses
$32,196,120
Contributions and grants received
$3,956,710
Grants paid
$2,000
Program service revenue
$28,405,536
Investment income
$63,354
Other revenue
$151,510
Total assets, end of year
$17,830,905
Total liabilities, end of year
$17,159,794
Net assets or fund balances, end of year
$671,111
Program services expenses (Part IX)
$32,196,120
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$32,196,120

Program services were 100.0% 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.

  • 1e · Government grants (contributions)

    $977,463

  • 1f · All other contributions, gifts and grants

    $2,979,247

  • 2a · Program service revenue: MANAGEMENT SERVICES

    total $28,011,748 · related or exempt $28,011,748

  • 2b · Program service revenue: WEITZMAN INSTITUTE

    total $243,922 · related or exempt $243,922

  • 2c · Program service revenue: RENTAL INCOME

    total $149,866 · related or exempt $149,866

  • 3 · Investment income

    total $63,354 · excluded $63,354

  • 6a · Gross rents

    real property $317,363

  • 6b · Less rental expenses

    real property $197,366

  • 6c · Rental income or loss

    real property $119,997

  • 6d · Net rental income or loss

    total $119,997 · excluded $119,997

  • 11a · Other revenue: TRAINING INCOME

    total $31,513 · related or exempt $31,513

  • 11e · Other revenue, total

    $31,513

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,000 · program services $2,000

  • 5 · Compensation of officers, directors and key employees

    total $1,602,761 · program services $1,602,761

  • 7 · Other salaries and wages

    total $15,083,066 · program services $15,083,066

  • 8 · Pension plan contributions

    total $874,633 · program services $874,633

  • 9 · Other employee benefits

    total $2,029,914 · program services $2,029,914

  • 10 · Payroll taxes

    total $1,272,404 · program services $1,272,404

  • 11b · Fees: legal

    total $494,449 · program services $494,449

  • 11c · Fees: accounting

    total $154,980 · program services $154,980

  • 11g · Fees: other

    total $3,087,295 · program services $3,087,295

  • 12 · Advertising and promotion

    total $100,935 · program services $100,935

  • 13 · Office expenses

    total $1,049,798 · program services $1,049,798

  • 14 · Information technology

    total $4,068,420 · program services $4,068,420

  • 16 · Occupancy

    total $30,986 · program services $30,986

  • 17 · Travel

    total $106,645 · program services $106,645

  • 19 · Conferences, conventions and meetings

    total $92,550 · program services $92,550

  • 22 · Depreciation, depletion and amortization

    total $432,894 · program services $432,894

  • 23 · Insurance

    total $121,632 · program services $121,632

  • 24a · Other expenses: REPAIRS AND EQUIPMENT

    total $843,223 · program services $843,223

  • 24b · Other expenses: RECRUITMENT EXPENSE

    total $542,433 · program services $542,433

  • 24c · Other expenses: DUES AND LICENSES

    total $93,267 · program services $93,267

  • 24d · Other expenses: MEDICAL RECORDS

    total $69,364 · program services $69,364

  • 24e · All other expenses

    total $42,471 · program services $42,471

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $501,905 · end of year $671,853

  • 2 · Savings and temporary cash investments

    beginning of year $3,196,209 · end of year $2,865,040

  • 3 · Pledges and grants receivable

    beginning of year $63,489 · end of year $195,133

  • 4 · Accounts receivable

    beginning of year $57,326 · end of year $160,463

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,002,712 · end of year $1,876,073

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

    $5,369,813

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

    $974,829

  • 10c · Land, buildings and equipment, net

    beginning of year $2,026,735 · end of year $4,394,984

  • 15 · Other assets

    beginning of year $6,356,107 · end of year $7,667,359

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,012,108 · end of year $3,119,364

  • 19 · Deferred revenue

    beginning of year $844,157 · end of year $2,187,826

  • 25 · Other liabilities

    beginning of year $9,058,097 · end of year $11,852,604

  • 27 · Net assets without donor restrictions

    beginning of year $290,121 · end of year $671,111

Mission and programs · 2024

Mission

MOSES-WEITZMAN HEALTH SYSTEM INC. ("MWHS OR ORGANIZATION") ALONG WITH OTHER RELATED ORGANIZATIONS CONSTITUTE AN AFFILIATED HEALTH SYSTEM. THE SYSTEM'S MISSION IS FOCUSED ON PRIMARY CARE AND THE PROVISION OF QUALITY SERVICES. (SEE SCHEDULE O) MANAGEMENT EMPHASIZES INCREASED EFFICIENCIES AND A COLLABORATIVE SHARING OF PRACTICES AND OPERATIONS ACROSS THE SYSTEM. THE ORGANIZATION WAS FORMED AS A SUPPORTING ORGANIZATION TO THE HEALTH SYSTEM.

Activities or mission (Part I)

MOSES - WEITZMAN HEALTH SYSTEM INC. (MWHS) IS THE PARENT ORG. OF AN AFFILIATED HEALTH SYSTEM

  • BEGINNING IN 2023, MWHS PROVIDES MANAGEMENT SERVICES INCLUDING BUT NOT LIMITED TO INFORMATION TECHNOLOGY SUPPORT, HUMAN RESOURCES, FACILITIES MAINTENANCE, ADMINISTRATIVE AND OTHER CORPORATE SERVICES TO THE AFFILIATES. THESE SERVICES ARE PROVIDED BY MWHS EMPLOYEES AND INDEPENDENT CONTRACTORS. MWHS, BY TAKING ON THESE OPERATIONS IN 2023, CREATES A MORE EFFECTIVE SERVICE DELIVERY MODEL THAT ALLOWS THE AFFILIATES TO FOCUS THEIR RESOURCES ON IMPROVING AND INNOVATING THE SERVICES THEY PROVIDE. THROUGH THE SUPPORT OF THE AFFILIATES, MWHS WILL ENSURE ITS GOAL OF EXCELLENCE AND IMPROVEMENT IN PRIMARY CARE CONTINUES INTO THE FUTURE. MWHS AND ITS AFFILIATES HAVE ENTERED INTO A MANAGEMENT SERVICES AGREEMENT THAT SETS FORTH THE TERMS OF THE SERVICES BEING PROVIDED TO THE AFFILIATES AND THE COMPENSATION FOR THE SERVICES.

    Expenses $26,924,695 · Grants $2,000 · Revenue $28,193,127

  • THE WEITZMAN INSTITUTE (WI) ESTABLISHED BY CHCI IN 2005 AND NOW A PROGRAM WITHIN MWHS, HAS BECOME A NATIONALLY RECOGNIZED RESEARCH INSTITUTE WITH FUNDING FROM MULTIPLE PRIVATE AND PUBLIC SERVICES. THE WI DISSEMINATES THE RESULTS OF ITS RESEARCH BROADLY THROUGH PEER REVIEWED PUBLICATIONS, NATIONAL WEBINARS, AND TRAININGS INCLUDING AN ANNUAL SYMPOSIUM FEATURING NATIONALLY PROMINENT FACULTY. THE WI ALSO IS HOME TO CHCI'S QUALITY IMPROVEMENT AND COMMUNITY HEALTH MANAGEMENT WORK, LEADING THE ORGANIZATION'S PERFORMANCE IMPROVEMENT PLAN AND PROVIDING GUIDANCE, DATA AND SUPPORT TO CLINICAL AND OPERATIONS STAFF IN DESIGNING AND CARRYING OUT QUALITY IMPROVEMENT ACTIVITIES. THE WI HAS AN OFFICE IN WASHINGTON, DC WITH A POLICY FOCUS AND IS HOME TO A HEALTH POLICY FELLOWSHIP. THE WI ALSO CONTINUES TO TRAIN PROVIDERS ALL ACROSS THE COUNTRY CURRENTLY IN PRACTICE THROUGH ITS MENU OF "PROJECT ECHO" CLINICAL EDUCATION AND SUPPORT WEBINARS IN CLINICAL AREAS OF HIGH COMPLEXITY.

    Expenses $5,271,425 · Revenue $243,922

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

Listed in Part VII

  • Mark Masselli

    PRESIDENT & CEO

    Total calculated
    $944,454
    From this org
    $0
    From related orgs
    $882,389
    Other
    $62,065
    Hours/week
    2 + 52.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $691,281 related
    Bonus
    $0 + $162,101 related
    Other
    $0 + $29,007 related
    Deferred
    $0 + $27,600 related
    Nontaxable benefits
    $0 + $34,465 related
    Filer's total
    $0 + $944,454 related

  • Gary Reid

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Terry Danaher

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Jill Maconi

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Angela Anthony

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Sandra Micalizzi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Rosa Ventura

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Mary Guzman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Carol Magner - Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Jason Pniewski

    CFO

    Total calculated
    $351,415
    From this org
    $305,704
    From related orgs
    $0
    Other
    $45,711
    Hours/week
    2 + 52.1 related

    Schedule J breakdown matched by us

    Base
    $294,454
    Bonus
    $0
    Other
    $11,250
    Deferred
    $22,941
    Nontaxable benefits
    $22,770
    Filer's total
    $351,415

  • Meredith Johnson

    COO

    Total calculated
    $367,098
    From this org
    $348,425
    From related orgs
    $0
    Other
    $18,673
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,445
    Bonus
    $0
    Other
    $22,980
    Deferred
    $18,673
    Nontaxable benefits
    $0
    Filer's total
    $367,098

  • Kathi Tourjee

    VP OF HR

    Total calculated
    $281,875
    From this org
    $247,627
    From related orgs
    $0
    Other
    $34,248
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,674
    Bonus
    $0
    Other
    $4,953
    Deferred
    $20,000
    Nontaxable benefits
    $14,248
    Filer's total
    $281,875

  • Martin Acevedo

    GENERAL COUNSEL

    Total calculated
    $258,775
    From this org
    $251,371
    From related orgs
    $0
    Other
    $7,404
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $250,339
    Bonus
    $0
    Other
    $1,032
    Deferred
    $7,404
    Nontaxable benefits
    $0
    Filer's total
    $258,775

  • April Joy Damian

    VP AND DIRECTOR, WEITZMAN INSITUTE

    Total calculated
    $346,823
    From this org
    $309,757
    From related orgs
    $0
    Other
    $37,066
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,457
    Bonus
    $0
    Other
    $15,300
    Deferred
    $22,115
    Nontaxable benefits
    $14,951
    Filer's total
    $346,823

  • Lisa Avellino

    CIT OFFICER (UNTIL 12/24)

    Total calculated
    $305,454
    From this org
    $270,368
    From related orgs
    $0
    Other
    $35,086
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,366
    Bonus
    $0
    Other
    $1,002
    Deferred
    $22,000
    Nontaxable benefits
    $13,086
    Filer's total
    $305,454

  • Leslie Gianelli

    VICE PRESIDENT OF COMMUNICATIONS

    Total calculated
    $268,490
    From this org
    $237,691
    From related orgs
    $0
    Other
    $30,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,186
    Bonus
    $0
    Other
    $1,505
    Deferred
    $19,200
    Nontaxable benefits
    $11,599
    Filer's total
    $268,490

  • Karoline Oliveira

    CHIEF CLINICAL EXCELLENCE OFFICER

    Total calculated
    $291,964
    From this org
    $252,176
    From related orgs
    $0
    Other
    $39,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,624
    Bonus
    $0
    Other
    $10,552
    Deferred
    $15,600
    Nontaxable benefits
    $24,188
    Filer's total
    $291,964

  • Karen Ashley

    DIRECTOR OF EDUCATION

    Total calculated
    $214,118
    From this org
    $202,382
    From related orgs
    $0
    Other
    $11,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,572
    Bonus
    $0
    Other
    $810
    Deferred
    $0
    Nontaxable benefits
    $11,736
    Filer's total
    $214,118

  • Jessica Welt

    VICE PRESIDENT OF DEVELOPMENT

    Total calculated
    $250,710
    From this org
    $197,293
    From related orgs
    $0
    Other
    $53,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,004
    Bonus
    $0
    Other
    $289
    Deferred
    $16,962
    Nontaxable benefits
    $36,455
    Filer's total
    $250,710

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
A RELATED ORGANIZATION PAYS THE CEO USING THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY/STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202611349349306806

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

The source document this was parsed from is served over the API, which is where bulk and document access live.