Nonprofit · EIN 04-3140938
HALLMARK HEALTH MEDICAL ASSOCIATES INC
Tax-exempt · MEDFORD, MA 02155
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $65,276,376 | $66,133,605 | -$857,229 | $24,228,126 | $10,524,742 | $13,703,384 |
| September 30, 2024 | 990 | $55,078,940 | $67,728,242 | -$12,649,302 | $14,749,335 | $10,127,819 | $4,621,516 |
| September 30, 2023 | 990 | $55,062,126 | $64,919,529 | -$9,857,403 | $18,089,772 | $16,258,893 | $1,830,879 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $65,276,376
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $853,625
- Other salaries and wages
- $45,658,242
- Salaries, compensation and benefits (total)
- $54,421,184
- Professional fundraising fees
- $0
- Occupancy
- $3,102,613
- Travel
- $33,809
- Depreciation
- $231,742
- Program services (functional)
- $58,301,572
- Management and general (functional)
- $7,832,033
Balance sheet and other
- Total assets, start of year
- $14,749,335
- Total assets, end of year
- $24,228,126
- Total liabilities, end of year
- $10,524,742
- Net assets, end of year
- $13,703,384
- Land, buildings and equipment
- $405,488
- Net assets without donor restrictions
- $13,703,384
- Gross receipts
- $65,276,376
- Employees
- 406
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL NEWMAN MD | FORMER PRESIDENT/DIRECTOR Former | 0 | $0 | $1,181,998 | $122,361 |
| ROSHAN RAZIK | PHYSICIAN Highest-paid employee | 40 | $1,008,058 | $0 | $32,283 |
| GERALD DALY | PHYSICIAN Highest-paid employee | 40 | $912,050 | $0 | $28,006 |
| JENNIFER WU MD | PHYSICIAN Highest-paid employee | 40 | $889,558 | $0 | $24,119 |
| CHRISTOPHER LEUNG MD | PHYSICIAN Highest-paid employee | 40 | $756,599 | $0 | $11,071 |
| KELLY CORBI | FORMER DIRECTOR Former | 3 | $0 | $526,917 | $132,167 |
| JINGLI MA | PHYSICIAN Highest-paid employee | 40 | $623,819 | $0 | $25,316 |
| WILLIAM WYMAN | TREASURER/DIRECTOR Trustee or director, Officer | 3 | $0 | $503,114 | $105,982 |
| MICHAEL DELEO | PRESIDENT/DIRECTOR Trustee or director, Officer | 40 | $0 | $445,201 | $45,819 |
| PATRICIA SERENO MD | PHYSICIAN/CHAIR Trustee or director, Officer | 40 | $337,636 | $0 | $31,296 |
| ROY EPSTEIN | DIRECTOR Trustee or director | 40 | $325,958 | $0 | $25,723 |
| JEFFREY MCALLISTER | SECRETARY Officer | 1 | $0 | $221,209 | $3,562 |
| CHARLES R WHIPPLE ESQ | FORMER ASSISTANT CLERK Former | 3 | $0 | $163,145 | $56,579 |
| ELEANOR MORESCO MD | DIRECTOR Trustee or director | 40 | $119,861 | $0 | $13,150 |
| SHANNON VAUGHAN | ASSISTANT SECRETARY Officer | 1 | $0 | $75,485 | $16,728 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER WU MD | PHYSICIAN Highest-paid employee | 40 | $1,205,485 | $0 | $24,375 |
| BRIAN CLARK MD | PHYSICIAN Highest-paid employee | 40 | $1,102,739 | $0 | $37,980 |
| ROSHAN RAZIK | PHYSICIAN Highest-paid employee | 40 | $1,017,446 | $0 | $24,047 |
| MICHAEL NEWMAN MD | FORMER PRESIDENT/DIRECTOR Former | 0 | $0 | $802,568 | $118,194 |
| KELLY CORBI | DIRECTOR Trustee or director | 3 | $0 | $724,563 | $114,673 |
| GERALD DALY | PHYSICIAN Highest-paid employee | 40 | $716,864 | $0 | $1,451 |
| CHRISTOPHER LEUNG MD | PHYSICIAN Highest-paid employee | 40 | $693,813 | $0 | $10,069 |
| WILLIAM WYMAN | TREASURER/DIRECTOR Trustee or director, Officer | 3 | $0 | $499,190 | $60,460 |
| MICHAEL DELEO | PRESIDENT/DIRECTOR Trustee or director, Officer | 40 | $467,204 | $0 | $30,352 |
| CHARLES R WHIPPLE ESQ | ASSISTANT CLERK (UNTIL 4/24) Officer | 3 | $0 | $401,883 | $77,182 |
| PATRICIA SERENO MD | PHYSICIAN/CHAIR Trustee or director, Officer | 40 | $336,892 | $0 | $25,852 |
| ROY EPSTEIN | DIRECTOR Trustee or director | 40 | $305,427 | $0 | $23,386 |
| JEFFREY MCALLISTER | SECRETARY Officer | 1 | $0 | $189,327 | $2,830 |
| ELEANOR MORESCO MD | DIRECTOR Trustee or director | 40 | $175,002 | $0 | $13,484 |
| SHANNON VAUGHAN | ASSISTANT SECRETARY Officer | 1 | $0 | $75,277 | $18,557 |
990 for the year ended September 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN CLARK MD | PHYSICIAN Highest-paid employee | 40 | $1,116,232 | $0 | $32,284 |
| MICHAEL NEWMAN MD | PRESIDENT/DIRECTOR Trustee or director, Officer | 20 | $0 | $763,356 | $116,529 |
| JENNIFER WU MD | PHYSICIAN Highest-paid employee | 40 | $802,933 | $0 | $21,931 |
| KENNETH SHIEH | PHYSICIAN Highest-paid employee | 40 | $685,405 | $0 | $32,159 |
| SUSAN SANDBERG | FORMER PRESIDENT Former | 0 | $0 | $650,000 | $0 |
| KELLY CORBI | DIRECTOR Trustee or director | 3 | $0 | $609,479 | $22,445 |
| DOUGLAS SCHULTE | PHYSICIAN Highest-paid employee | 40 | $606,528 | $0 | $21,923 |
| STEVEN DAKOYANNIS | PHYSICIAN Highest-paid employee | 40 | $569,753 | $0 | $26,249 |
| WILLIAM WYMAN | TREASURER/DIRECTOR Trustee or director, Officer | 3 | $0 | $451,883 | $85,747 |
| CHARLES R WHIPPLE ESQ | ASSISTANT CLERK Officer | 3 | $0 | $407,469 | $79,835 |
| ROY EPSTEIN | DIRECTOR Trustee or director | 3 | $389,865 | $0 | $21,197 |
| PATRICIA SERENO MD | PHYSICIAN/CHAIR Trustee or director, Officer | 40 | $321,495 | $0 | $24,600 |
| STEVEN SBARDELLA | CHAIR/DIRECTOR (UNTIL 1/23) Trustee or director, Officer | 3 | $0 | $306,374 | $13,776 |
| ELEANOR MORESCO MD | VICE CHAIR/DIRECTOR Trustee or director, Officer | 40 | $174,122 | $0 | $12,949 |
| PAMELA WHELTON | FORMER INTERIM PRESIDENT/CEO Former | 3 | $0 | $150,000 | $0 |
| SHANNON VAUGHAN | ASSISTANT SECRETARY Officer | 40 | $68,767 | $0 | $15,948 |
| JENNIFER L RAGUCCI | CLERK (UNTIL 10/22) Officer | 40 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 170 GOVERNORS AVE, MEDFORD, MA 02155-1643
- Principal officer (990 for 2024)
- MICHAEL DELEO, 170 GOVERNORS AVENUE, MEDFORD, MA 02155
- Signed the 990
- ANDREW DEVOE, TREASURER
- Phone
- (781) 979-3000
- Website
- HTTPS://HHMA.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
HALLMARK HEALTH MEDICAL ASSOCIATES, INC. SUPPORTS THE CHARITABLE MISSION OF MELROSEWAKEFIELD HEALTHCARE, INC. THROUGH THE EMPLOYMENT OF PRIMARY CARE PHYSICIANS AND SPECIALISTS AT PRACTICES THROUGHOUT THE MELROSEWAKEFIELD SERVICE AREA. THERE ARE NEARLY 80 PHYSICIANS OPERATING PRACTICES IN 9 DIFFERENT COMMUNITIES WITHIN THE MELROSEWAKEFIELD SERVICE AREA.
Program accomplishments
- THE PURPOSE OF HALLMARK HEALTH MEDICAL ASSOCIATES, INC. IS TO IMPROVE THE QUALITY AND ACCESS TO MEDICAL CARE PROVIDED BY MELROSEWAKEFIELD HEALTHCARE, INC. BY ENCOURAGING PHYSICIANS TO PROVIDE NEEDED MEDICAL SERVICES IN THE HOSPITAL'S SERVICE AREA AND BY OTHERWISE SUPPORTING THE NEEDS OF THE MEDICALLY UNDER-SERVED COMMUNITIES. HALLMARK HEALTH MEDICAL ASSOCATES' PROGRAM SERVICE REVENUE REPRESENTS NET FEES BILLED FOR PHYSICIAN SERVICES PROVIDED IN OBSTETRICS, GYNECOLOGY, INTERNAL MEDICINE, SURGERY, GASTROENTEROLOGY, FAMILY MEDICINE, ENDOCRINOLOGY, PULMONOLOGY, RADIATION ONCOLOGY, INFECTIOUS DISEASE, NEUROLOGY, AND NEUROSURGERY.Expenses $58,301,572 · revenue $65,276,376
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-3140938
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E31)
- Assets (IRS master file)
- $24,228,126
- Income (IRS master file)
- $65,276,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $65,276,376 | $66,133,605 | $24,228,126 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $55,078,940 | $67,728,242 | $14,749,335 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $55,062,126 | $64,919,529 | $18,089,772 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $44,939,058 | $60,340,967 | $9,053,273 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3140938).
Questions about HALLMARK HEALTH MEDICAL ASSOCIATES INC
- What is the EIN of HALLMARK HEALTH MEDICAL ASSOCIATES INC?
- The employer identification number (EIN) of HALLMARK HEALTH MEDICAL ASSOCIATES INC is 04-3140938.
- Is HALLMARK HEALTH MEDICAL ASSOCIATES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to HALLMARK HEALTH MEDICAL ASSOCIATES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HALLMARK HEALTH MEDICAL ASSOCIATES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HALLMARK HEALTH MEDICAL ASSOCIATES INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HALLMARK HEALTH MEDICAL ASSOCIATES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HALLMARK HEALTH MEDICAL ASSOCIATES INC?
- The 990 for the year ended September 30, 2025 names MICHAEL DELEO.
- Who are the officers and directors of HALLMARK HEALTH MEDICAL ASSOCIATES INC?
- The 990 for the year ended September 30, 2025 lists 15 people; 8 received compensation from the organization.
- How much revenue does HALLMARK HEALTH MEDICAL ASSOCIATES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $65,276,376, expenses of $66,133,605 and total assets of $24,228,126 at year end.
Other nonprofits in MEDFORD
- MELROSEWAKEFIELD HEALTHCARE INC EIN 04-2767880 · last filed 990 for 2025
- HALLMARK HEALTH PROPERTIES INC EIN 22-2580542 · last filed 990 for 2025
- VAYU GLOBAL HEALTH FOUNDATION INC EIN 84-2754616 · last filed 990 for 2024
- MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION EIN 04-2103587 · last filed 990 for 2025
- NEW ENGLAND OCCUPATIONAL THERAPY EDUCATION COUNCIL INC EIN 04-3430050 · last filed 990-EZ for 2025
- COMFORT CUDDLES EIN 93-1996992 · last filed 990-N for 2025
- FIRST PEOPLES HEALTH EQUITY INC EIN 93-2087369 · last filed 990-N for 2024
- MEDFORD HEALTH MATTERS INC EIN 02-0586758 · last filed 990-N for 2023