2026-08-14T07:54:10-05:00 2025-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-10-01 042103581 Henry Heywood Memorial Hospital HENR 9786306106 242 Green Street Gardner MA 01440 John Bujak CFO 9786306106 2026-08-13 1 1 Melissa Magoon CPA P01712842 2077752387 2026-08-13 2024 2025-03-06 01:10:19Z Heywood Hospital Rozanna Penney 242 Green Street Gardner MA 01440 206656399 0 X www.heywood.org X 1907 MA Our vision is to improve the lives of our diverse communities' by providing accessible, affordable, and culturally-sensitive care. 19 14 1421 15 0 0 2103727 2527022 189611603 203826459 132099 84414 36108 171010 191883537 206608905 0 0 0 0 90195947 90988000 0 0 346499 111538021 110720629 201733968 201708629 -9850431 4900276 93868400 88997740 114992234 88578443 -21123834 419297 X Our mission is to be our region's first choice for quality, compassionate, patient-centered care. 0 0 193094891 203826459 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. 193094891 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 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 80 0 1 1421 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MA X John Bujak 9786306157 242 Green Street Gardner MA 01440 Rozanna Penney President/CEO 40.00 1.40 X X 643675 0 9677 John Bujak CFO 40.00 1.40 X X 379283 0 36597 Robert Chauvin Chairman 0.20 1.20 X X 0 0 0 Roy Lake Vice Chairman 0.20 1.20 X X 0 0 0 JoAnne Parks Clerk 0.20 1.40 X X 0 0 0 Cheney Castine Esq Treasurer 0.20 1.20 X X 0 0 0 Joyce Fletcher Trustee 0.20 1.20 X 0 0 0 Glenn Hunt Trustee 0.20 1.20 X 0 0 0 Thomas Kane Trustee 0.20 1.20 X 0 0 0 Melissa Maranda Trustee 0.20 1.20 X 0 0 0 Phani Molakatalla MD Trustee/Gastroenterology Physician 0.20 41.20 X 0 657589 49443 Nicole Moorshead Trustee 0.20 1.20 X 0 0 0 Craig Napolitano MD Trustee 0.20 41.20 X 0 601027 39895 Elizabeth Nottleson MD Past Trustee/Family Practice Physician 0.20 41.20 X 0 362097 38101 Tina Sbrega Trustee 0.20 1.20 X 0 0 0 Joel Shaughnessy Trustee 0.20 1.20 X 0 0 0 John Skrzypczak MD Trustee 0.20 1.20 X 0 0 0 David Spackman Trustee 0.20 1.20 X 0 0 0 Frank Sweeney MD Trustee 0.20 1.20 X 0 26941 0 Craig Twohey Trustee 0.20 1.20 X 0 0 0 Francis Garofalo Past Trustee 0.20 41.20 X 0 547892 21103 Al Rose Past Trustee 0.20 1.20 X 0 0 0 Thomas Sullivan Past Chief Executive Officer/President 40.00 1.40 X X 365473 0 960 Erin O'Hara MD Past Trustee 0.20 41.20 X 0 596161 38048 Shane Doherty Chief Operating Officer 40.00 0.00 X 247146 0 32559 Dayna Stahl Chief Nursing Officer 40.00 0.00 X 224336 0 37240 Andrew Cocchiarella MD Director of Anesthesia Services 40.00 0.00 X 892188 0 41917 Daniel Wilson DO Chief of Emergency Medicine 40.00 0.00 X 747316 0 23226 Saleem Khanani MD Oncology Physician 40.00 0.00 X 539681 0 39660 Juan Vernon MD ER Physician 40.00 0.00 X 533918 0 43955 Keshav ParthasarathyMD Intensivist 40.00 0.00 X 520497 0 6277 5093513 2791707 458658 185 0 1 0 Huron Consulting Services 3005 Momentum Place Chicago IL 606895330 Rev Cycle Management 5179292 Hospital Medical Solutions Po Box 660 Exeter NH 03833 Med Services 4170220 Spine And Pain Care Center 242 Green Street Gardner MA 01440 Med Services 1926426 Labcorp PO Box 12140 Burlington NC 27216 Lab Services 1431950 Clinical & Support Options Inc 8 Atwood Drive North Hampton MA 01060 Med Services 638400 27 155975 1754742 616305 2527022 Patient Service Revenue 621400 489675819 489675819 Miscellaneous Revenue 621400 29812578 29064401 748177 Contracted Services Revenue 621400 3579061 3579061 Provision for Bad Debts 621400 -9512430 -9512430 Contractual Allowances/Charity Ca 621400 -309728569 -309728569 203826459 63861 63861 207464 0 207464 207464 207464 20553 0 20553 20553 20553 11040 155975 47494 -36454 -36454 206608905 203078282 0 1003601 X 1976947 1976947 73852286 70383011 3184640 284635 1560398 1470813 83637 5948 8285276 7790645 463125 31506 5313093 4939118 354001 19974 548203 548203 208147 208147 63271706 62066285 1161231 44190 21713 21175 518 20 623245 607803 14876 566 277679 270799 6628 252 6104795 5953537 145713 5545 93594 91275 2234 85 159141 155198 3798 145 997623 958998 38625 5234046 5188758 45288 1551241 1512806 37026 1409 Medical Supplies 19675423 19675423 0 0 HSN Assessment 12311504 12311504 Miscellaneous Expense 2387491 2328336 56986 2169 Allocations -2744922 -2630593 -64384 -49945 201708629 193094891 8267239 346499 X 158 201 12418920 9611389 18355883 27654645 1870142 1285100 1374876 1285942 137866181 90738884 54758452 47127297 275809 3056228 2033741 1757357 93868400 88997740 52242093 32408784 1762754 1104420 52590000 39610581 5250000 8397387 10204658 114992234 88578443 X -26592341 -2972309 5468507 3391606 -21123834 419297 93868400 88997740 X 4900276 15050220 1592635 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 17228 17228 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. 549726 549726 88987459 49250235 39737224 45394821 39651790 5743031 2934175 1836859 1097316 47127297 Estimated Settlements with Third-Party Payors 5740793 Deferred Compensation 1082849 Lease Obligations 2963569 Other Current Liabilities 417447 10204658 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-forprofit 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 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 position 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 jurisdictions where so required. For the year ended September 30, 2025, there was no interest or penalties recorded or included in the consolidated statement of operations. Golf Classic 167015 155975 11040 20000 25389 1875 230 167015 155975 11040 20000 25389 1875 230 47494 -36454 1 1 X 1 X 1 X 1 1 1 0 1 1 12953362 12953362 0.06420 39931281 27191188 12740093 0.06320 71892133 69195196 2696937 0.01340 124776776 96386384 28390392 0.14080 994515 994515 0.00490 78719 78719 0.00040 1073234 1073234 0.00530 125850010 96386384 29463626 0.14610 35932 35932 0.00020 575932 575932 0.00290 611864 611864 0.00310 1 2960629 29310125 41346195 -12036070 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: The CHNA revealed three priority areas for the hospitals to guide our efforts around community health improvement and equity: 1. Equitable Access to Care, addressing workforce, transportation, and language and race barriers; 2. Social Determinants of Health (SDOH) emphasizing financial and employment stability as well as structural racism and systemic inequities; 3. Nutrition-related chronic conditions focusing on food insecurity and equitable healthy food systems; 4. Mental Health and Substance Use strategies improving access to treatment, support, and prevention; 5. Maternal Health includes strengthening the health system infrastructure, expanding workforce capacity, and improving prenatal and perinatal resources to enhance equitable access to high-quality, culturally competent maternal health care.The CHIP outlines the strategies and community partners the hospital will partner with to respond to each of the priority health areas. The Hopsital's approach to addressing the critical health needs is to collaborate with cross sector coalitions, healthcare and behavioral health providers, community, and faith-based organizations and businesses to develop and implement our plan, goals, and strategies. We engage community-based organizations, our P.F.A.C, and the Community Benefits Advisory Committee in the development of the CHIP to ensure that the CHIP has input from persons who represent the broad interests and special knowledge of the significant health needs of our community. 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 committed to advancing our community's well-being by working collaboratively with community partners to increase prevention efforts, address social determinants of health, and improve access to care." 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: Please refer to pages 9 - 12 of the attached audited financial statements. 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 2025 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: Heywood Hospital primary service area consits of of approximately 46,000 people across Gardner, Ashburnham, Hubbardston, Templeton, Westminster, and Winchendon. The population is about 51% male and 49% female, with roughly 20% under 18 and 18% aged 65 or older. The area is predominantly White (about 88%), but diversity is increasing, and 5% of residents are foreign-born. Median household income ranges widely, from $56,974 in Gardner to $114,922 in Hubbardston, with an area median of $77,198, which is below the state average. Educational attainment is mixed, with strong high school graduation rates but fewer adults holding bachelor's degrees compared to the state. Key health-related social needs include high rates of child poverty (15%), food insecurity (affecting 1 in 10 residents), limited affordable housing, and transportation barriers that impact access to healthcare and other essentials. 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; North Central MA Minority Coalition; AED Foundation; Community Health Connections FQHC; GVNA Healthcare; LUK, Inc.; GAAMHA; Gardner Community Action Team (GCAT); Gardner Board of Health; Gardner and Winchendon CAC; HOPE House; 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; United Way of North Central MA; Community Foundation North Central MA; Woods Ambulance; Growing Places; Local Food Works; North Central Correctional Institution (NCCI); Aids Project Worcester; Ashburnham, Westminister, Gardner, Winchendon, Templeton, Police Departments, Worcester County DA's Office; Parent Professional Advocacy LeagueNorth Cental Systems of Care; North Cunty Homelessness Network; High Ridge Harmony Farm; Makiung Opportunity Count; Spanish American Center. 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 X X X X X 0 0 0 0 0 0 0 1 0 Andrew Cocchiarella MD Director of Anesthesia Services 878594 0 0 0 13594 0 5044 0 36873 0 934105 0 0 0 Daniel Wilson DO Chief of Emergency Medicine 740291 0 0 0 7025 0 0 0 23226 0 770542 0 0 0 Phani Molakatalla MD Trustee/Gastroenterology Physician 0 646988 0 0 0 10601 0 11500 0 37943 0 707032 0 0 Rozanna Penney President/CEO 491933 0 150666 0 1076 0 9677 0 0 0 653352 0 0 0 Craig Napolitano MD Trustee 0 482648 0 118379 0 0 0 7335 0 32560 0 640922 0 0 Erin O'Hara MD Past Trustee 0 476101 0 119669 0 391 0 489 0 37559 0 634209 0 0 Saleem Khanani MD Oncology Physician 506030 0 0 0 33651 0 12200 0 27460 0 579341 0 0 0 Juan Vernon MD ER Physician 530618 0 0 0 3300 0 4536 0 39419 0 577873 0 0 0 Francis Garofalo Past Trustee 0 519729 0 9290 0 18873 0 8741 0 12362 0 568995 0 0 Keshav ParthasarathyMD Intensivist 479981 0 0 0 40516 0 6277 0 0 0 526774 0 0 0 John Bujak CFO 334208 0 45075 0 0 0 4038 0 32559 0 415880 0 0 0 Elizabeth Nottleson MD Past Trustee/Family Practice Physici 0 310089 0 37225 0 14783 0 5858 0 32243 0 400198 0 0 Thomas Sullivan Past Chief Executive Officer/Preside 355240 0 0 0 10233 0 0 0 960 0 366433 0 0 0 Shane Doherty Chief Operating Officer 218648 0 28014 0 484 0 0 0 32559 0 279705 0 0 0 Dayna Stahl Chief Nursing Officer 197522 0 26147 0 667 0 8065 0 29175 0 261576 0 0 0 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 19880000 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 934105 Employment 0 Bryson Bujak Family member of John Bujak, CFO 25311 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 14,620,628. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,620,628. Contracted Services: Program service expenses 40,503,172. Management and general expenses 991,314. Fundraising expenses 37,724. Total expenses 41,532,210. Temporary Employees: Program service expenses 2,886,956. Management and general expenses 70,658. Fundraising expenses 2,689. Total expenses 2,960,303. Outside Fees: Program service expenses 2,021,560. Management and general expenses 49,478. Fundraising expenses 1,883. Total expenses 2,072,921. Other Professional Fees: Program service expenses 2,033,969. Management and general expenses 49,781. Fundraising expenses 1,894. Total expenses 2,085,644. 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 1,592,635. Form 990, Part XI, Line 8: Prior Period Adjustment During the year ended September 30, 2025, the Organization recorded a prior period adjustment to align net assets with the balances reflected in the September 30, 2025 audited financial statements. The adjustment was necessary because audited financial statements were not available before filing the 2023 Form 990. 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 Shields Imaging at Heywood Healthcare LLC 242 Green Street Gardner MA 01440 Imaging Services MA N/A 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 0 Heywood Realty Corporation K 632122 FMV