2025-08-14T09:32:03-05:00 2024-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2023-10-01 042103581 Henry Heywood Memorial Hospital HENR 9786306106 242 Green Street Gardner MA 01440 John Bujak CFO 9786306106 2025-08-12 1 1 Joseph R Byrne P01289281 2077752387 2025-08-12 2023 2025-03-06 01:10:19Z Heywood Hospital Rozanna Penney 242 Green Street Gardner MA 01440 191883537 0 X www.heywood.org X 1907 MA To be our community's trusted choice for exceptional patient care. 20 15 1306 26 0 0 2477980 2103727 183831474 189611603 217063 132099 49780 36108 186576297 191883537 5138 0 0 0 82225597 90195947 0 0 432684 116241801 111538021 198472536 201733968 -11896239 -9850431 100238845 93868400 111171234 114992234 -10932389 -21123834 X To be our community's trusted choice for exceptional patient care. 0 0 172076891 189611603 Heywood offers various outpatient services such as an Emergency Room, Outpatient oncology and hematology advanced imaging, special procedures, rehabilitation services and many others on an outpatient basis.Heywood offers Inpatient services including telemetry, intensive care, maternity, pediatrics, geriatric and adult inpatient care and inpatient adult mental health.Heywood has eleven specialty and one Primary Care, provider based practices. The primary care practice focuses on Pediatrics and Family Practice, and the specialty care practices focus on the areas of Cardiology, Endocrinology, Gastroenterology, Gynecology/Obstetrics, Orthopedics, Pulmonology, Urology and General Surgery. 172076891 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 1 131 0 1 1306 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X John Bujak 9786306157 242 Green Street Gardner MA 01440 Robert Chauvin Chairman 0.20 1.40 X X 0 0 0 Roy Lake Vice Chairman 0.20 1.40 X X 0 0 0 JoAnne Parks Clerk 0.20 1.40 X X 0 0 0 Elizabeth Nottleson Trustee 0.20 29.20 X 0 342707 11600 Joyce Fletcher Trustee 0.20 1.40 X 0 0 0 Nicole Moorshead Trustee 0.20 1.40 X 0 0 0 Tina Sbrega Trustee 0.20 1.40 X 0 0 0 Frank Garofalo Trustee 0.20 31.20 X 0 503706 32543 Erin O'Hara Trustee 0.20 41.20 X 0 608642 31933 Frank Sweeney Trustee 0.20 1.40 X 0 0 0 Craig Napolitano Trustee 0.20 41.20 X 0 567515 31113 David Spackman Trustee 0.20 1.40 X 0 0 0 Michele Parker Trustee 0.20 1.40 X 0 0 0 Albert Rose Trustee 0.20 1.40 X 0 0 0 Thomas Kane Trustee 0.20 1.40 X 0 0 0 Joel Shaughnessy Trustee 0.20 1.40 X 0 0 0 Craig Twohey Trustee 0.20 1.40 X 0 0 0 Glenn Hunt Trustee 0.20 1.40 X 0 0 0 John Skrzypczak Trustee 0.20 1.40 X 0 0 0 Rozanna Penney President/CEO 40.00 1.40 X X 365243 0 9541 Thomas Sullivan Treasurer/Past CEO & CFO 40.00 1.40 X 206677 0 0 John Bujak CFO 40.00 1.40 X 169966 0 18723 Andrew Cocchiarella Director of Anesthesia Services 40.00 0.00 X 840911 0 41188 Joseph Wollman ER Physician 40.00 0.00 X 645492 0 38482 Daniel Wilson ER Physician 40.00 0.00 X 558676 0 26966 Saleem Khanani Oncology Physician 40.00 0.00 X 535849 0 36526 Tatsuyoshi Kitamura Past Phycician Hospitalist 40.00 0.00 X 497757 0 41902 Winfield Brown Former President/CEO 0.00 0.00 X 525783 0 26970 4346354 2022570 347487 162 1 1 0 Spine and Pain Care Center 242 Green Street Gardner MA 01440 Healthcare Services 1263155 Foley & Lardner LLP PO Box 78470 Milwaukee WI 532788470 Legal Services 988117 Lab Corp Inc PO Box 12140 Burlington NC 27216 Healthcare Services 854344 DLA LLC 55 Lane Road Fairfield NJ 07004 Accounting & Audit Services 822086 TJS Health Care Consulting LLC 7 Townline Road Franklin MA 02038 Healthcare Consulting 375474 22 1144020 959707 2103727 Patient Service Revenue 621400 437912791 437912791 Miscellaneous Revenue 621400 30256504 29557465 699039 Contracted Services Revenue 621400 3625509 3625509 Provision for Bad Debts 621400 -1624011 -1624011 Contractual Allowances/Charity Ca 621400 -280559190 -280559190 189611603 132099 132099 36108 0 36108 36108 36108 191883537 188912564 0 867246 X 770150 770150 73796649 71881609 1631867 283173 1223958 1189089 30136 4733 9131272 8820565 275597 35110 5273918 5084039 169642 20237 279459 279459 365000 365000 69535678 43524447 25918512 92719 2170 2170 2329596 1909632 412378 7586 195532 67688 127844 5068229 5048944 19285 58341 54407 3934 105255 97557 7698 1580298 1580298 4965498 4965498 1779971 68851 1711120 Medical Supplies 20487343 20486029 1314 HSN Assessment 3194587 3194587 Food 1153165 1129435 23730 Miscellaenous Expense 437899 2974216 -2523273 -13044 201733968 172076891 29224393 432684 X 157928 2044641 15608981 10374437 18590108 18355883 1864766 1870142 901728 1374876 135271550 80513098 56915433 54758452 4009748 3056228 2190153 2033741 100238845 93868400 43463388 52242093 1445165 1762754 54040000 52590000 12222681 8397387 111171234 114992234 X -16233318 -26592341 5300929 5468507 -10932389 -21123834 100238845 93868400 X -9850431 -341014 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 16262 16262 0 Part II-B, Line 1: Henry Heywood Memorial Hospital pays dues to various organizations where a portion of the dues are allocable to lobbying expenditures. 5778755 2618 5781373 10481553 -2166178 2536620 5778755 29049836 660924 19229207 10481553 26855843 5968 2267060 79035 29049836 24926811 5923 2091501 168392 26855843 0.00000 0.00000 0.00000 0 0 549726 549726 81715955 40623687 41092268 43394022 38081813 5312209 9611847 1807598 7804249 54758452 Estimated Malpractice Liability 920000 Estimated Settlements with Third-Party Payors 649896 Advances from 3rd Party Payors 3866595 Deferred Compensation 1185131 Lease Obligations 1775765 8397387 Part V, Line 4: Permanent Endowment funds are established by donor restricted gifts and maintained to provide a permanent source of income, the principal of which is kept in perpetuity. Board Designated Endowment funds are established by the governing body to fund capital projects and/or improvements of the organization. Temporary restricted funds are established by donor restricted gifts that maintain a source of income for a specific period of time. 1 1 X 1 X 1 X 1 1 1 0 1 1 3703994 3703994 0.01840 33063218 24835674 8227544 0.04080 77399297 65840632 11558665 0.05730 114166509 90676306 23490203 0.11650 312556 312556 0.00150 312556 312556 0.00150 114479065 90676306 23802759 0.11800 80287 80287 0.00040 479503 479503 0.00240 559790 559790 0.00280 1 602004 30058041 39653825 -9595784 X 1 1 1 1 Henry Heywood Memorial Hospital 242 Green Street Gardner MA 01440 www.heywood.org 2036 X X X Henry Heywood Memorial Hospital 1 0 0 1 X X X X X X X X X 23 1 1 1 1 X www.heywood.org/about-us/community-benefit X http://www.chna9.com/ X X 1 23 1 www.heywood.org/about-us/community-benefit 0 1 X 150.000000000000 300.000000000000 X 1 1 X X X X 1 X www.heywood.org/about-us/community-benefit/patient-financial-services X www.heywood.org/about-us/community-benefit/patient-financial-services X www.heywood.org/about-us/community-benefit/patient-financial-services X X X X X X 1 X X 0 X X X X 1 X 0 0 Henry Heywood Memorial Hospital Part V, Section B, Line 5: In 2024, Heywood Healthcare conducted a comprehensive Community Health Needs Assessment (CHNA). It aims to gain a deeper understanding of the unmet health and social service needs facing residents of our Combined Service Area, as well as how those needs are currently being addressed and where gaps and opportunities exist to tackle them in the future. The Health Equity Partnership and Three Pyramids conducted a series of 18 focus groups to gather qualitative insights from community members. Efforts were made to include a diverse group of participants, both geographically and socio-demographically. Henry Heywood Memorial Hospital Part V, Section B, Line 6a: The 2024-2026 Community Health Needs Assessment (CHNA) is a collaboration between Heywood Healthcare and UMass Memorial Health - HealthAlliance-Clinton Hospital. It covers 26 primary communities served by the three hospitals, analyzed and presented in four ways: the total service area of 26 communities, Heywood Hospital's service area of 6 towns, Athol Hospital's service area of 9 communities, and UMass Memorial Health's 14 communities. Henry Heywood Memorial Hospital Part V, Section B, Line 6b: Partners reviewed existing reports and community assessments to understand health and social service issues in the region, as identified by community partners and residents. Quantitative data from secondary sources were analyzed in conjunction with qualitative data from focus groups. Community organizations involved in gathering lived experiences included YWCA of Central Massachusetts, Health Equity Partnership of North Central Massachusetts Youth Advisory Council, Winchendon Council on Aging, Winchendon Community Action Committee, Townsend Public Library, Nashoba Associated Boards of Health, 19 Carter Community Center, LUK, Inc., NewVue Communities, Montachusett Veterans Outreach Council, Making Opportunity Count, St. Joseph's House, Beautiful Gate Church of God in Christ, Three Pyramids/North Central Minority Coalition, Ahmadiyya Muslim Community, Pathways for Change, and Healthcare Access & Outreach Needs. This holistic approach enabled a comprehensive understanding of community health needs, driven by local knowledge and community members' insights on survival and thriving. This integrative process identified specific "areas of focus and "priority populations" for hospitals to address in their Community Benefits work. Henry Heywood Memorial Hospital Part V, Section B, Line 7d: The CHNA provides a comprehensive review of Heywood Healthcare's Service Area, which is used to inform the Community Health Improvement Plan (CHIP). The CHNA findings were reported to the hospital leadership and shared with partners and members at the Community Benefits Advisory Committee, the Health Equity Partnership meetings, Schwartz Rounds, and the Heywood Diversity and Equity Committee. Discussions with these groups informed the prioritization of health needs and the development of strategies. Some of the priority health categories and strategies continue from the previous CHNA-CHIP process, as they represent ongoing, critical needsespecially for key populationsand several initiatives are still in progress to address them. Henry Heywood Memorial Hospital Part V, Section B, Line 11: See Part VI Lines 2, 4, 5, 6, 7. Part I, Line 7: The costing method used to calculate the amounts reported in the table in Part I, was based on the cost to charge ratio derived from the supplied Worksheet 2, in the IRS Schedule H instructions. Part II, Community Building Activities: Henry Heywood Memorial Hospital's Community Benefits Mission Statement is "Heywood Hospital is dedicated to the community benefit goals of improving the health status of our community, addressing the specific health needs of the under-served and collaborating with others to enhance quality and contain the growth of community healthcare costs. Part III, Line 2: The Organization used the cost-to-charge ratio as its costing methodology to calculate bad debt expense at cost. Part III, Line 4: Patient accounts receivable are recorded at net realizable value based on certain assumptions determined by each payor. For third-party payors including Medicare and Medicaid, the net realizable value is based on the estimated contractual reimbursement percentage, which is based on current contract prices or historical paid claims data by payor. For self-pay accounts receivable, which include patients who are uninsured and the patient responsibility portion for patients with insurance, the net realizable value is determined using estimates of historical collection experience. These estimates are adjusted for estimated conversions of patient responsibility portions, expected recoveries, and any anticipated changes in trends.Patient accounts receivable can be impacted by the effectiveness of the Organization's collection efforts. Additionally, significant changes in payor mix, business office operations, economic conditions, or trends in federal and state governmental healthcare coverage could affect the net realizable value of accounts receivable by monitoring historical cash collections, as well as by analyzing current period net revenue and admissions by payor classification, aged accounts receivable by payor, days revenue outstanding, the composition of self-pay receivables between pure self-pay patients, and the patient responsibility portion of third-party insured receivables. Final Settlements for some payors and programs are subject to adjustment based on administrative review and audit by third parties. Part III, Line 8: As Henry Heywood Memorial Hospital operates at a loss from Medicare, the shortfall could be treated as community benefit as there are no other funds available to subsidize the loss. The allowable costs on line 6 were obtained from our FY 2020 Medicare Cost Report, Worksheet D schedules. Part III, Line 9b: Heywood Hospital provides patients with information about financial assistance programs that are available through the Commonwealth of MA or through Heywood Hospital's own financial assistance program, which may cover all or some of their unpaid hospital bills. For those patients that request such assistance, Heywood Hospital assists patients by screening them for eligibility in an available public program and assisting them in applying for the program. These programs include but are not limited to MassHealth, Commonwealth Care, Children's Medical Security Plan, Healthy Start, Health Safety Net and others. It is the patient's obligation to provide Heywood Hospital with accurate and timely information to determine if the patient is eligible to apply for certain health insurance programs. If the patient of guarantor is unable to provide the necessary information, Heywood Hospital may make reasonable efforts to obtain any additional information from other sources. Information the Hospital obtains will be maintained in accordance with applicable federal and state privacy and security laws. The screening and application process for public health insurance programs is done through Virtual Gateway, which is an internet portal designed by the MA Executive Office of Health and Human Services. The Virtual Gateway manages the application process from the programs listed above, which is available for children, adults, seniors, veterans, homeless and disabled individuals. Heywood specifically assists the patient in completing the application and secure the necessary documentation required by the applicable financial assistance program. Heywood Hospital will then submit this document to the Commonwealth Office of Medicaid and assist the patient in any additional documentation if such is required by the Commonwealth of MA, Office of Medicaid. Special circumstance applications are reviewed and approved by the MA Division of Health Care Finance and Policy. The Hospital has no role in determination of program eligibility made by the Commonwealth, but at the patient's request may take a direct role in appealing decisions made by the Commonwealth to ensure accurate and timely adjudication of all hospital bills. If the patient does not comply with the requests for documentation, then our standard collection procedures apply. Part VI, Line 2: In addition to conducting the CHNA, the organization monitors hospital data and actively engages with the hospital leadership team and Community Benefits Advisory Committee to continuously monitor and assess any changing or emerging community and healthcare needs. Part VI, Line 3: Role of Hospital Certified Financial Counselors and other Finance Staff: The hospital will try to identify available coverage options for patients who may be uninsured or underinsured with their current insurance program when the patient is scheduling their services, while the patient is in the hospital, upon discharge, and for a reasonable time following discharge from the hospital. The hospital will direct all patients seeking available coverage options, or those that the hospital determines may be eligible, to the hospital's patient financial counseling to screen for eligibility in an appropriate coverage option. The hospital will then assist the patient in applying for the appropriate coverage options that are available or notify them of availability of financial assistance through the hospital's own internal financial assistance program, if available. Notification Practices: Individual printed notices are available by contacting a Financial Counselor or through the Patient Accounts Office. Notices indicate the criteria used to determine eligibility for MassHealth and the Health Safety Net Trust Fund and where or how patients may apply. The goal of these notices is to assist patients in applying for coverage within a financial assistance program such as MassHealth, Commonwealth Care, Children's Medical Security Plan, Healthy Start, and Health Safety Net. When applicable, the hospital may also assist patients in applying for coverage of services as a Medical Hardship based on the patient's documented income and allowable medical expenses. When a patient contacts the hospital, Patient Accounting, Financial Counseling or Social Service Staff will attempt to identify if a patient qualifies for a public financial assistance program or payment plan. Patients who are already enrolled in a public financial assistance program, such as MassHealth or Health Safety Net, may qualify for certain federal, state and private assistance agencies. Patients may also qualify for additional assistance based on the hospital's own internal criteria for financial assistance, or qualify for coverage of services as a Medical Hardship based on the patient's documented income and allowable medical expenses. The following items outline more specifically the notification process, criteria, and availability of information beyond the signs that are posted in the hospital. 1. The hospital will provide an individual notice of the availability of financial assistance programs and other programs of public assistance to a patient expected to incur charges for which he/she will be personally responsible, exclusive of personal convenience items or services that may not be paid in full by third party coverage. 2. The hospital or its agents will include a notice or statement about Eligible Services to Low Income Patients and other programs of public assistance in its initial bill and subsequent correspondence with the patient. All correspondence will direct the patient where and how they can receive more information or additional assistance and will inform the patient that they may apply or reapply for financial and public assistance before, during or after care, or after collection agency assignment if their situation changes. 3. The hospital will include a notice regarding the availability of financial assistance and other programs of public assistance to Low Income Patients in all written collection actions. The hospital will notify the patient that it offers a payment plan if the patient is determined to be eligible for MassHealth or free care/uncompensated care through the Health Safety Net Trust Fund as a low income patient or due to Medical Hardship. These payment plans are consistent with 1016 CMR 6613.08 (1)(f)(4). The hospital will also offer payment plan options for those individuals who do not qualify for Low Income Patient status. 4. Heywood Hospital will include language on its written notices that reads: "You may be eligible for assistance through our Financial Assistance Program. For eligibility information, please contact our Customer Services Department at 1-800-305-6757." Verbiage may change to accommodate changes of department information. 5. There is no primary language other than English that is spoken by 5% or more of the hospital's service area. Signage and other documentation will be provided in English. The hospital provides translator services for several other languages and this service may be accessed for those individuals whose primary language is not English or Spanish. 6. For cases where the hospital continues to determine eligibility for free care/uncompensated care through the Health Safety Net Trust Fund application, then MassHealth will provide written notice of determination that the patient is or is not eligible within 30 days of receiving a completed application and the required supporting documentation. The vast majority of patients will however be screened via the common intake process and processed through the Virtual Gateway and MA-21 system. 7. Whether the hospital is using the MassHealth application process through the Virtual Gateway or submitting a MassHealth application directly, the hospital will assist the patient in completing the application or intake process for enrollment and eligibility screening. Part VI, Line 4: The primary service area served by Heywood Hospital includes Gardner, Templeton, Winchendon, Ashburnham, Westminster, and Hubbardston. The Service Area varies significantly in terms of the demographics, social, and economic factors. Due to these factors, the health disparities and inequities experienced by people in the region vary widely from community to community. The overall population of the Service Area 58,336 has grown a modest 3.7% since 2010. This rate is less than the US overall (5.9%) and the Commonwealth of MA (5.0%).The region's population is predominately white (94.5%), it is important to note the change in racial makeup over time and the Hispanic/Latino population's growth since 2000. The growing diversity is reflected in the public-school student population. The Hispanic student population in the Service Area has increased 45.1% vs. the 29.9% Statewide. The Narragansett (Templeton, Royalston) School Districts and Gardner School District had the most significant increase (200% and 188.9% respectively) vs. State 50%. The increasing population numbers of non-white racial groups and the diverse mix of languages spoken among patients is reflected in the multicultural and language interpreter services at Heywood Hospital. The Service Area has a notably higher percentage population with veteran status (9.2%) than the State (5.0%) and Nation (6.9%), with Templeton having the highest veteran status at 11.9%. There are wide-ranging disparities in incomes and poverty rates across the Service Area. The average median household income 2019 for the area $77,253 is lower than the State $81,215. Westminster has the highest MHI ($100,972 per yr), and Gardner has the lowest ($49,679). The poverty rates also vary significantly by town. Perhaps most disheartening is the incredibly higher rates of poverty of those less than five years of age in Hubbardston (19.8%) and Winchendon (40.1%) when compared to the State (14.4%). Part VI, Line 5: Heywood Hospital's approach to addressing the critical health needs identified by the CHNA is to participate on cross-sector coalitions actively and collaborate with healthcare and behavioral health providers, community, and faith-based organizations and businesses. These collaborations help to develop and implement our plan, goals, and strategies. Partners include Community Health Network Area North Central MA; Gardner Area Interagency Team (GAIT); Suicide Prevention Task Force; Regional Behavioral Health Collaborative; North Central MA Minority Coalition; AED Foundation; Chair City Legacy; Community Health Connections FQHC; GVNA Healthcare; LUK, Inc.; GAAMHA; Gardner Community Action Team (GCAT); Greater Gardner Religious Council; Gardner and Winchendon CAC;HOPE House; Montachusett Veteran's Outreach Center; Open Sky; Our Father's House; Three Pyramid's; Gardner, Ashburnham, Narragansett, Winchendon, and Westminster Public School Districts; The Winchendon School; Mount Wachusett Community College; Fitchburg State University; Framingham State University; Bates College; Gardner Rotary Club; Greater Gardner and North Central MA Chamber of Commerce; Fitchburg and Gardner Housing Authority; United Way of North Central MA; Community Foundation North Central MA. Part VI, Line 6: Heywood Hospital is part of Heywood Healthcare, an independent, community-owned healthcare system serving north-central Massachusetts and southern New Hampshire. It is comprised of Heywood Hospital, Athol Hospital, a 25-bed not-for-profit, Critical Access Hospital in Athol, MA; Heywood Medical Group, with primary care physicians and specialists located throughout the region; and the Quabbin Retreat, our premier destination for treatment of mental health and substance misuse. The organization includes six satellite facilities in MA; Heywood Rehabilitation Center, Heywood Family Medicine and Urgent Care in Gardner; Winchendon Health Center and Murdock School-based Health Center in Winchendon; Tully Family Medicine and Walk-in and ACES School-based Health Center in Athol. The organization also includes the Heywood Healthcare Charitable Foundation. Part VI, Line 7: Community Benefit Report is filed with the Attorney General's Office, State of Massachusetts. X 0 1 X X X X X X 1 0 0 0 0 0 0 1 0 Andrew Cocchiarella Director of Anesthesia Services 785463 0 53625 0 1823 0 4856 0 36332 0 882099 0 0 0 Joseph Wollman ER Physician 645492 0 0 0 0 0 7534 0 30948 0 683974 0 0 0 Erin O'Hara Trustee 0 477893 0 130365 0 384 0 0 0 31933 0 640575 0 0 Craig Napolitano Trustee 0 474235 0 92812 0 468 0 0 0 31113 0 598628 0 0 Daniel Wilson ER Physician 550124 0 3450 0 5102 0 0 0 26966 0 585642 0 0 0 Saleem Khanani Oncology Physician 506400 0 25750 0 3699 0 10684 0 25842 0 572375 0 0 0 Winfield Brown Former President/CEO 357368 0 40560 0 127855 0 12200 0 14770 0 552753 0 0 0 Tatsuyoshi Kitamura Past Phycician Hospitalist 330507 0 167250 0 0 0 9969 0 31933 0 539659 0 0 0 Frank Garofalo Trustee 0 484896 0 12000 0 6810 0 8751 0 23792 0 536249 0 0 Rozanna Penney President/CEO 364449 0 0 0 794 0 9541 0 0 0 374784 0 0 0 Elizabeth Nottleson Trustee 0 332180 0 9079 0 1448 0 11600 0 0 0 354307 0 0 Thomas Sullivan Treasurer/Past CEO & CFO 200810 0 0 0 5867 0 0 0 0 0 206677 0 0 0 John Bujak CFO 169966 0 0 0 0 0 0 0 18723 0 188689 0 0 0 Part I, Line 1a Social Club membership dues were paid for Winfield Brown, Former President/CEO, per his employment contract. Part I, Line 1b There is no written policy for payment of Social Club Membership dues, this was paid based off an employment contract with the Former President/CEO. Part I, Line 4a Winfield Brown, Former President/CEO, received severance pay of $125,000 during 2023. 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. A Massachusetts Development Finance Agency 043431814 2019-11-20 59880000 Refunding and asset acquisition 0 0 0 A 7290000 59880000 2869006 535600 12062698 44412696 2019 1 1 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 Andrew Cocchiarella Family member of Rozanna Penney, CEO 882099 Employment 0 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 The Board of Trustees holds the sole responsibility of establishing the compensation of the CEO, with the Compensation Committee responsible for review and recommendation of the CEO's compensation. The compensation is determined by considering comparable salary information for officers of other entities of similar size and level of activity, so as to establish a rebuttable presumption for reasonableness. The Compensation Committee also reviews and approves the CEO's recommendation of compensation for the Senior Leadership Team. 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 IX, line 11g Physician Fees: Program service expenses 9,095,073. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,095,073. Contracted Services: Program service expenses 1,131,026. Management and general expenses 83,814. Fundraising expenses 0. Total expenses 1,214,840. Temporary Employees: Program service expenses 1,583,742. Management and general expenses 50,857. Fundraising expenses 0. Total expenses 1,634,599. Outside Fees: Program service expenses 30,983,762. Management and general expenses 25,574,852. Fundraising expenses 92,719. Total expenses 56,651,333. Other Professional Fees: Program service expenses 730,844. Management and general expenses 208,989. Fundraising expenses 0. Total expenses 939,833. Form 990, Part X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Henry Heywood Memorial Hospital 242 Green Street Gardner, MA 01440 EIN: 04-2103581 Henry Heywood Memorial Hospital is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Transfer to Affiliates -341,014. Form 990, Part XII, Line 2a: Financial Statements and Reporting As of August 15, 2025, the Organization's financial statement audit for the fiscal year-ended 9/30/24 is still in process and has not yet been completed. As a result, questions related to financial statement audit on Form 990 Part IV and Part XII have been answered 'no' accordingly. Heywood Healthcare Inc 242 Green Street Gardner MA 01440 222720658 Parent Corp MA 501(c)(3) Line 12b, II N/A 0 Athol Memorial Hospital 2033 Main Street Athol MA 01331 042126583 Critical Access Hospital MA 501(c)(3) Line 3 Heywood Healthcare Inc 0 Heywood Medical Group 242 Green Street Gardner MA 01440 043163589 Multi-Spec. Physicians MA 501(c)(3) Line 10 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 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 0 Heywood Realty Corporation K 621904 FMV Heywood Realty Corporation J 199200 FMV