2025-08-15T10:49:27-05:00 2024-09-30 990 2023-10-01 042442944 BERKSHIRE HEALTH SYSTEMS INC BERK 4134472508 725 NORTH STREET PITTSFIELD MA 012014109 SCOTT ST GEORGE CHIEF FINANCIAL OFFICER 4134472706 2025-08-15 0 0 2023 2025-03-06 01:10:19Z DARLENE RODOWICZ 725 NORTH STREET PITTSFIELD MA 01201 4607 0 X WWW.BERKSHIREHEALTHSYSTEMS.ORG X 1983 MA TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING,INCLUSIVE,& PERSONALIZED ENVIRONMENT. 23 18 0 0 0 0 0 0 0 0 127 131 12583 4476 12710 4607 0 0 0 0 0 0 0 0 0 54 -72 54 -72 12656 4679 13296424 13267681 7100739 7067317 6195685 6200364 THE MISSION OF BERKSHIRE HEALTH SYSTEMS IS TO ADVANCE HEALTH & WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING,INCLUSIVE & PERSONALIZED ENVIRONMENT. 0 0 -72 BERKSHIRE HEALTH SYSTEMS SERVES AS THE SOLE MEMBER TO AFFILIATES THAT FORM AN INTEGRATED DELIVERY SYSTEM PROVIDING HEALTHCARE TO THE COMMUNITY. -72 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 CJ 0 0 0 0 0 0 0 0 X 23 18 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SCOTT STGEORGE 4134472706 725 NORTH STREET PITTSFIELD MA 012014109 DARLENE RODOWICZ PRESIDENT/TRUSTEE 0.50 49.50 X X 0 1055499 37153 JOHN A LOIODICE TRUSTEE/PHYSICIAN 1.00 49.00 X 0 250636 38038 SUSAN KORMANIK TRUSTEE TERM BAGAN 1/23 1.00 2.00 X 0 0 0 EDMUND HORNSTEIN DO TRUSTEE 1.00 2.00 X 0 330975 380 RICHARD ALCOMBRIGHT TRUSTEE 1.00 2.00 X 0 0 0 ALFRED BARBALUNGA TRUSTEE 1.00 2.00 X 0 0 0 JOHN L BISSELL TRUSTEE/VICE CHAIR TERM ENDED 12/23 1.00 2.00 X X 0 0 0 BRONLY BOYD TRUSTEE TERM ENDED 12/23 1.00 2.00 X 0 0 0 ALBERT BRAVO DPM TRUSTEE 1.00 2.00 X 0 0 0 TIMOTHY BURKE TRUSTEE 1.00 2.00 X 0 0 0 ROBERT CELLA JR MD TRUSTEE/PHYSICIAN 1.00 2.00 X 0 0 0 EDITH DOBELLE TRUSTEE 1.00 2.00 X 0 0 0 DAVID HALL TRUSTEE 1.00 2.00 X 0 0 0 LETICIA HAYNES TRUSTEE 1.00 2.00 X 0 0 0 BARTON RASER TRUSTEE/CHAIRPERSON TERM ENDED 12/23 1.00 2.00 X X 0 0 0 CAROLE G SIEGEL TRUSTEE TERM ENDED 12/23 1.00 2.00 X 0 0 0 ERWIN STUEBNER JR MD TRUSTEE/PHYSICIAN TERM ENDED 12/23 1.00 2.00 X 0 0 0 KATHLEEN M MCCORMICK TRUSTEE 1.00 2.00 X 0 0 0 LAURIE NORTON MOFFATT TRUSTEE 1.00 2.00 X 0 0 0 DAVID MORESI TRUSTEE 1.00 2.00 X 0 0 0 ANAKATINA CORON SUFFISH TRUSTEE 1.00 2.00 X 0 0 0 ALEC R BELMAN MD TRUSTEE/PHYSICIAN 1.00 49.00 X 0 411303 69757 FREDERICK PUDDESTER TRUSTEE 1.00 2.00 X 0 0 0 JASON BRATCHER MD TRUSTEE PHYSICIAN 1.00 49.00 X 0 641839 30341 SHAWN V CUSSON TRUSTEE TERM BEGAN 1/2024 1.00 2.00 X 0 0 0 DEBORAH RENZI TRUSTEE TERM BEGAN 1/24 1.00 2.00 X 0 0 0 JEANETTE SMITH PHD TRUSTEE 1.00 2.00 X 0 0 0 CHERYL M BOUDREAU CLERK 9.50 30.50 X 0 129314 19721 SCOTT ST GEORGE TREASURER 37.00 13.00 X 0 602502 25392 0 3422068 220782 0 0 1 0 0 131 131 INTEREST ON BHCS NOTE 900099 4476 4476 4476 4607 0 0 4607 LICENSES AND TAXES -72 -72 -72 0 -72 0 6620 3873 372316 100 100 12917388 13263708 13296424 13267681 47164 13742 7053575 7053575 7100739 7067317 X 6195685 6200364 6195685 6200364 13296424 13267681 4679 0 X 0 1 X 1 1 1 X X 3 BERKSHIRE MEDICAL CENTER INC 042791396 3 1 0 0 FAIRVIEW HOSPITAL 042133860 3 1 0 0 NORTH ADAMS REGIONAL HOSPITAL CORP 932484732 3 1 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 DUE FROM MANAGED ENTITIES 23681 DUE FROM AFFILIATED ENTITIES 13180027 YANKEE 60000 13263708 DUE TO AFFILIATES 7053575 7053575 X PART X, LINE 2: THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SUPPLEMENTARY FINANCIAL INFORMATION OF BERKSHIRE HEALTH SYSTEMS, INC. AND AFFILIATES (INCLUDING BERKSHIRE MEDICAL CENTER) FOR THE YEAR ENDED SEPTEMBER 30, 2024, CONTAINS THE FOLLOWING FOOTNOTE: "THE INCOME TAX CONSEQUENCES, IF ANY, FROM BHS AND ITS AFFILIATES ARE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS." "THE HEALTH SYSTEMS FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSTIONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THE HEALTH SYSESM HAS DETERMINED THAT THERE ARE NO SUCH POSITIONS, INDIVIDUALLY OR IN THE AGGREGATE, THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS." 0 0 0 0 0 0 0 0 0 DARLENE RODOWICZ PRESIDENT/TRUSTEE 0 829481 0 142617 0 83401 0 13723 0 23430 0 1092652 0 0 JASON BRATCHER MD TRUSTEE PHYSICIAN 0 545031 0 93784 0 3024 0 13832 0 16509 0 672180 0 0 SCOTT ST GEORGE TREASURER 0 498127 0 42925 0 61450 0 9013 0 16379 0 627894 0 0 ALEC R BELMAN MD TRUSTEE/PHYSICIAN 0 387139 0 21463 0 2701 0 14850 0 54907 0 481060 0 0 EDMUND HORNSTEIN DO TRUSTEE 0 221460 0 3923 0 105592 0 0 0 380 0 331355 0 0 JOHN A LOIODICE TRUSTEE/PHYSICIAN 0 238907 0 5518 0 6211 0 9437 0 28601 0 288674 0 0 PART II IN REFERENCE TO FORM 990, PART VII AND SCHEDULE J PART II, NO COMPENSATION IS PAID BY THE FILING ENTITY TO ANY DIRECTOR (TRUSTEE) FOR HIS OR HER ROLE AS DIRECTOR (TRUSTEE). THE OFFICERS OF THE FILING ENTITY ARE COMPENSATED FOR THEIR ROLES AS OFFICERS. PHYSICIANS WHO SERVE AS DIRECTOR (TRUSTEE) ARE COMPENSATED FOR THEIR ROLES AS PHYSICIANS. COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT VOLUNTEER GOVERNING BODY OF BERKSHIRE HEALTH SYSTEMS, INC. (PARENT ORGANIZATION OF THE FILING ENTITY), BASED ON PERFORMANCE REVIEWS AND COMPARISON TO INDEPENDENTLY ESTABLISHED, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED HEALTHCARE ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET IN ACCORDANCE WITH GOVERNING-BODY ESTABLISHED PRINCIPLES BASED ON COMPARABLE BENCHMARK IDENTIFIED BY SUCH INDEPENDENT CONSULTANTS. IN THE REPORTING YEAR, THE GOVERNING BODY TARGETED BASE COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 50TH PERCENTILE OF APPROPRIATE BENCHMARKS.IN CALENDAR YEAR 2023, THE COMPENSATION FOR THE CEO WAS AT THE 40TH PERCENTILE FOR BASE PAY. FORM 990, PART VI, SECTION A, LINE 3 BERKSHIRE HEALTH SYSTEMS RELIES ON BHS MANAGEMENT SERVICES, INC TO PROVIDE MANAGEMENT AND SUPPORT SERVICES FOR THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, VP GENERAL COUNSEL, VP OF HUMAN RESOURCES, AND VP OF PHYSICIAN SERVICES. FORM 990, PART VI, SECTION A, LINE 6 BERKSHIRE HEALTH SYSTEMS, INC. IS THE SOLE CORPORATE MEMBER OF BERKSHIRE MEDICAL CENTER, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTESS IS COMPOSED OF THE INCUMBENT MEMEBERS OF THE BOARD OF TRUSTEES OF BERKSHIRE HEALTH SYSTEMS, INC. FORM 990, PART VI, SECTION B, LINE 11B BERKSHIRE HEALTH SYSTEMS (BHS) WILL MAKE THE FORMS 990 FOR BHS AND AFFILIATES AVAILABLE TO THE MEMBERS OF THE RESPECTIVE GOVERNING BODIES FOR THEIR REVIEW BY (A) SENDING COPIES TO THEM PHYSICALLY OR ELECTRONICALLY, OR (B) NOTIFYING THE MEMBERS THAT THE FORMS 990 CAN BE ACCESSED BY A SECURE WEB BASED FOLDER BEFORE THEY ARE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL MEMBERS OF THE GOVERNING BODY AND ALL OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST (A) ANNUALLY AND (B) AS POTENTIAL CONFLICTS ARISE. THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY IS CHARGED WITH REVIEWING POTENTIAL CONFLICTS OF INTEREST INVOLVING MEMBERS OF THE GOVERNING BODY OR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER IS CHARGED WITH REVIEWING POTENTIAL CONFLICTS OF INTEREST INVOLVING ANY OTHERS. OFFICERS (INCLUDING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER), KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES ARE NOT PERMITTED TO HAVE MATERIAL CONFLICTS OF INTEREST. THE DISINTERESTED MEMBERS OF THE GOVERNING BODY ARE CHARGED WITH DETERMINING WHETHER A CONFLICT EXISTS IN THE CASE OF MEMBERS OF THE GOVERNING BODY AND HOW THE AFFECTED MEMBER IS TO ABSTAIN FROM ACTIONS THAT MAY BE INFLUENCED BY HIS OR HER CONFLICT OR POTENTIAL CONFLICT, INCLUDING BY (A) NOT VOTING, OR (B) NOT VOTING AND LEAVING THE ROOM, OR (C) LEAVING THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS REVIEWED AND ESTABLISHED AT LEAST BIANNUALLY BY THE INDEPENDENT, VOLUNTEER, BHS GOVERNING BODY BASED ON PERFORMANCE REVIEWS AND COMPARISON TO INDEPENDENTLY ESTABLISHED, REGIONALLY APPROPRIATE BENCHMARKS FOR SIMILAR POSITIONS IN SIMILARLY SIZED HEALTHCARE ORGANIZATIONS, AS VERIFIED BY INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET IN ACCORDANCE WITH GOVERNING BODY-ESTABLISHED PRINCIPLES BASED ON COMPARABLE BENCHMARK IDENTIFIED BY SUCH INDEPENDENT CONSULTANTS. IN THE REPORTING YEAR, THE GOVERNING BODY TARGETED BASE COMPENSATION FOR MANAGEMENT EMPLOYEES AT THE 60TH PERCENTILE OF APPROPRIATE BENCHMARKS. THE ORGANIZATION FOLLOWED THIS PROCESS FOR THE TAX YEAR BEING REPORTED. FORM 990, PART VI, SECTION C, LINE 18 BERKSHIRE HEALTH SYSTEMS INC'S FORM 990 REPORT IS AVAILABLE ON THE FOLLOWING WEBSITES: GUIDESTARE AT WWW.GUIDESTAR.ORG OFFICE OF THE MA ATTORNEY GENERAL AT WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE OFFICES OF (A) THE CHIEF FINANCIAL OFFICER AND (B) THE VICE PRESIDENT AND GENERAL COUNSEL AT 725 NORTH STREET, PITTSFIELD, MA 01201. FORM 990, PART XII, LINE 2 BERKSHIRE HEALTH SYSTEMS' FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT ONLY AS PART OF CONSOLIDATED FINANCIAL STATEMENTS AND OTHER FINANCIAL INFORMATION FOR BERKSHIRE HEALTH SYSTEMS AND SUBSIDIARIES. TRANSFERS SCHEDULE R, PART V, LINE 2 ALTHOUGH BHS HAS CONTROLLED ENTITIES WITHIN THE MEANING OF SECTION 512 (B)(13), THE ORGANIZATION DID NOT ENTER INTO ANY TRANSACTIONS WITH CONTROLLED ENTITIES DURING THE FISCAL YEAR THAT MET THE REPORTING THRESHOLD FOR PART 1. BERKSHIRE MEDICAL CENTER INC 725 NORTH STREET PITTSFIELD MA 01201 042791396 ACUTE CARE MA 501 (C)(3) 3 N/A 0 FAIRVIEW HOSPITAL 725 NORTH STREET PITTSFIELD MA 01201 042133860 ACUTE CARE MA 501 (C)(3) 3 N/A 0 BHS MANAGEMENT SERVICES INC 725 NORTH STREET PITTSFIELD MA 01201 222755258 MANAGEMENT MA 501 (C)(3) 12B-II N/A 0 BERKSHIRE FACULTY SERVICES INC 725 NORTH STREET PITTSFIELD MA 01201 042995053 PHYS. SVCS MA 501 (C)(3) 12B-II N/A 0 NORTH ADAMS REGIONAL HOSPITAL CORP 725 NORTH STREET PITTSFIELD MA 01201 932484732 ACUTE CARE MA 501 (C)(3) 3 N/A 0 TRI-STATE MEDICAL MANAGEMENT CORP 725 NORTH STREET PITTSFIELD MA 01201 042913352 REAL ESTATE MGMT MA FAIRVIEW HOSPITAL C 1.00000 0 BERKSHIRE FAMILY PRACTICE INC 20 ELM ST PITTSFIELD MA 01201 842155335 HEALTH SERVICES MA N/A C 0 BERKSHIRE ORTHPAEDEIC ASSOCIATES INC 24 PARK STREET PITTSFIELD MA 01201 043017240 HEALTH SERVICES MA N/A C 0 BERKSHIRE APOTHECARY INC 725 NORTH STREET PITTSFIELD MA 01201 843975327 RETAIL PHARMACY MA BERKSHIRE MEDICAL CENTER INC C 1.00000 0 BERKSHIRE EAR NOSE & THROAT PC 510 NORTH ST 10 PITTSFIELD MA 01201 222683819 HEALTH SERVICES MA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0