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Nonprofiteer
← BERKSHIRE HEALTH SYSTEMS INC

Form 990 for tax year 2023

Filed by BERKSHIRE HEALTH SYSTEMS INC.

Totals

Total revenue
$4,607
Total expenses
-$72
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$131
Other revenue
$4,476
Total assets, end of year
$13,267,681
Total liabilities, end of year
$7,067,317
Net assets or fund balances, end of year
$6,200,364
Program services expenses (Part IX)
$0
Management and general expenses
-$72
Fundraising expenses
$0
Program service expenses (Part III)
-$72

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.

  • 3 · Investment income

    total $131 · excluded $131

  • 11a · Other revenue: INTEREST ON BHCS NOTE

    total $4,476 · excluded $4,476

  • 11e · Other revenue, total

    $4,476

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: LICENSES AND TAXES

    total -$72 · management and general -$72

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,620 · end of year $3,873

  • 7 · Other notes and loans receivable

    beginning of year $372,316

  • 12 · Investments: other securities

    beginning of year $100 · end of year $100

  • 15 · Other assets

    beginning of year $12,917,388 · end of year $13,263,708

  • 17 · Accounts payable and accrued expenses

    beginning of year $47,164 · end of year $13,742

  • 25 · Other liabilities

    beginning of year $7,053,575 · end of year $7,053,575

  • 27 · Net assets without donor restrictions

    beginning of year $6,195,685 · end of year $6,200,364

Mission and programs · 2023

Mission

THE MISSION OF BERKSHIRE HEALTH SYSTEMS IS TO ADVANCE HEALTH & WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING,INCLUSIVE & PERSONALIZED ENVIRONMENT.

Activities or mission (Part I)

TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING,INCLUSIVE,& PERSONALIZED ENVIRONMENT.

  • BERKSHIRE HEALTH SYSTEMS SERVES AS THE SOLE MEMBER TO AFFILIATES THAT FORM AN INTEGRATED DELIVERY SYSTEM PROVIDING HEALTHCARE TO THE COMMUNITY.

    Expenses -$72

As filed on the 2023 return.

Listed in Part VII

  • Darlene Rodowicz

    PRESIDENT/TRUSTEE

    Total calculated
    $1,092,652
    From this org
    $0
    From related orgs
    $1,055,499
    Other
    $37,153
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $829,481 related
    Bonus
    $0 + $142,617 related
    Other
    $0 + $83,401 related
    Deferred
    $0 + $13,723 related
    Nontaxable benefits
    $0 + $23,430 related
    Filer's total
    $0 + $1,092,652 related

  • John A Loiodice

    TRUSTEE/PHYSICIAN

    Total calculated
    $288,674
    From this org
    $0
    From related orgs
    $250,636
    Other
    $38,038
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,907 related
    Bonus
    $0 + $5,518 related
    Other
    $0 + $6,211 related
    Deferred
    $0 + $9,437 related
    Nontaxable benefits
    $0 + $28,601 related
    Filer's total
    $0 + $288,674 related

  • Susan Kormanik

    TRUSTEE TERM BAGAN 1/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Edmund Hornstein Do

    TRUSTEE

    Total calculated
    $331,355
    From this org
    $0
    From related orgs
    $330,975
    Other
    $380
    Hours/week
    1 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,460 related
    Bonus
    $0 + $3,923 related
    Other
    $0 + $105,592 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $380 related
    Filer's total
    $0 + $331,355 related

  • Richard Alcombright

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Alfred Barbalunga

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • John L Bissell

    TRUSTEE/VICE CHAIR TERM ENDED 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Bronly Boyd

    TRUSTEE TERM ENDED 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Albert Bravo Dpm

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Timothy Burke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert Cella Jr MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Edith Dobelle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • David Hall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Leticia Haynes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Barton Raser

    TRUSTEE/CHAIRPERSON TERM ENDED 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Carole G Siegel

    TRUSTEE TERM ENDED 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Erwin Stuebner Jr MD

    TRUSTEE/PHYSICIAN TERM ENDED 12/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kathleen M McCormick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Laurie Norton Moffatt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • David Moresi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Anakatina Coron Suffish

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Alec R Belman MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $481,060
    From this org
    $0
    From related orgs
    $411,303
    Other
    $69,757
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,139 related
    Bonus
    $0 + $21,463 related
    Other
    $0 + $2,701 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $54,907 related
    Filer's total
    $0 + $481,060 related

  • Frederick Puddester

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jason Bratcher MD

    TRUSTEE PHYSICIAN

    Total calculated
    $672,180
    From this org
    $0
    From related orgs
    $641,839
    Other
    $30,341
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $545,031 related
    Bonus
    $0 + $93,784 related
    Other
    $0 + $3,024 related
    Deferred
    $0 + $13,832 related
    Nontaxable benefits
    $0 + $16,509 related
    Filer's total
    $0 + $672,180 related

  • Shawn V Cusson

    TRUSTEE TERM BEGAN 1/2024

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Deborah Renzi

    TRUSTEE TERM BEGAN 1/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jeanette Smith PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Cheryl M Boudreau

    CLERK

    Total calculated
    $149,035
    From this org
    $0
    From related orgs
    $129,314
    Other
    $19,721
    Hours/week
    9.5 + 30.5 related

  • Scott St George

    TREASURER

    Total calculated
    $627,894
    From this org
    $0
    From related orgs
    $602,502
    Other
    $25,392
    Hours/week
    37 + 13 related

    Schedule J breakdown matched by us

    Base
    $0 + $498,127 related
    Bonus
    $0 + $42,925 related
    Other
    $0 + $61,450 related
    Deferred
    $0 + $9,013 related
    Nontaxable benefits
    $0 + $16,379 related
    Filer's total
    $0 + $627,894 related

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 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.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TRI-STATE MEDICAL MANAGEMENT CORP

    C · REAL ESTATE MGMT · MA · 100% owned

    Directly controlled by FAIRVIEW HOSPITAL

  • BERKSHIRE FAMILY PRACTICE INC

    C · HEALTH SERVICES · MA

  • BERKSHIRE ORTHPAEDEIC ASSOCIATES INC

    C · HEALTH SERVICES · MA

  • BERKSHIRE APOTHECARY INC

    C · RETAIL PHARMACY · MA · 100% owned

    Directly controlled by BERKSHIRE MEDICAL CENTER INC

  • BERKSHIRE EAR NOSE & THROAT PC

    C · HEALTH SERVICES · MA

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202502279349302210

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