Totals
- Total revenue
- $700,916,647
- Total expenses
- $638,692,089
- Contributions and grants received
- $4,027,279
- Grants paid
- $0
- Program service revenue
- $667,315,117
- Investment income
- $28,227,291
- Other revenue
- $1,346,960
- Total assets, end of year
- $759,507,288
- Total liabilities, end of year
- $223,047,643
- Net assets or fund balances, end of year
- $536,459,645
- Program services expenses (Part IX)
- $583,105,992
- Management and general expenses
- $55,581,009
- Fundraising expenses
- $5,088
- Program service expenses (Part III)
- $583,105,992
Program services were 91.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DARLENE RODOWICZ
PRESIDENT
- Total calculated
- $879,006
- From this org
- $0
- From related orgs
- $846,435
- Other
- $32,571
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $0 + $717,932 related
- Bonus
- $0 + $49,701 related
- Other
- $0 + $78,802 related
- Deferred
- $0 + $12,574 related
- Nontaxable benefits
- $0 + $19,997 related
- Filer's total
- $0 + $879,006 related
-
RICHARD ALCOMBRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ALFRED A BARBALUNGA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ALEC R BELMAN MD
TRUSTEE/PHYSICIAN
- Total calculated
- $450,463
- From this org
- $0
- From related orgs
- $387,027
- Other
- $63,436
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $366,173 related
- Bonus
- $0 + $18,279 related
- Other
- $0 + $2,575 related
- Deferred
- $0 + $13,725 related
- Nontaxable benefits
- $0 + $49,711 related
- Filer's total
- $0 + $450,463 related
-
JOHN L BISSELL
TRUSTEE/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
BRONLY S BOYD
TRUSTEE
- 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 P CELLA JR MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
EDITH KIT DOBELLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DAVID HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LETICIA SEHAYNES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
EDMUND HORNSTEIN DO
TRUSTEE
- Total calculated
- $158,998
- From this org
- $158,998
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $158,998
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $158,998
-
JOHN A LOIODUCE MD
TRUSTEE/PHYSICIAN
- Total calculated
- $271,345
- From this org
- $0
- From related orgs
- $240,151
- Other
- $31,194
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $234,397 related
- Bonus
- $0
- Other
- $0 + $5,754 related
- Deferred
- $0 + $5,993 related
- Nontaxable benefits
- $0 + $25,201 related
- Filer's total
- $0 + $271,345 related
-
SUSAN KORMANIK
TRUSTEE/TERM BEGAN JAN 23
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
KATHLEEN M MCCORMICK
TRUSTEE/TERM BEGAN JAN 23
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DAVID MORESI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LAURIE NORTON MOFFATT
TRUSTEE/TERM BEGAN JAN 23
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
BARTON D RASER
TRUSTEE/CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
FREDERICK PUDDESTER
TRUSTEE/TERM BEGAN JAN 23
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
CAROL G SIEGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ERWIN A STUEBNER JR MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ANAKATINA CORDON SUFFISH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JAMES G KOLESAR
TRUSTEE/TERM ENDED DEC 22
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
THOMAS O ANDREWS
TRUSTEE/TERM ENDED DEC 22
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JULIANNA BOYD
TRUSTEE/TERM ENDED SEP 22
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
SCOTT ST GEORGE
TREASURER
- Total calculated
- $557,895
- From this org
- $0
- From related orgs
- $532,842
- Other
- $25,053
- Hours/week
- 37 + 13 related
Schedule J breakdown matched by us
- Base
- $0 + $462,275 related
- Bonus
- $0 + $31,836 related
- Other
- $0 + $38,731 related
- Deferred
- $0 + $8,331 related
- Nontaxable benefits
- $0 + $16,722 related
- Filer's total
- $0 + $557,895 related
-
CHERYL M BOUDREAU
CLERK
- Total calculated
- $145,927
- From this org
- $0
- From related orgs
- $126,916
- Other
- $19,011
- Hours/week
- 19 + 21 related
-
MICHAEL MCHUGH MD
CHAIRMAN-E.D. MEDICINE
- Total calculated
- $558,898
- From this org
- $515,620
- From related orgs
- $0
- Other
- $43,278
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $431,518
- Bonus
- $67,190
- Other
- $16,912
- Deferred
- $13,725
- Nontaxable benefits
- $29,553
- Filer's total
- $558,898
-
ANDREW MANZER
CHIEF OPERATING OFFICE
- Total calculated
- $638,289
- From this org
- $585,913
- From related orgs
- $0
- Other
- $52,376
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $503,585
- Bonus
- $29,360
- Other
- $52,968
- Deferred
- $13,725
- Nontaxable benefits
- $38,651
- Filer's total
- $638,289
-
BRENDA E CADORETTE
CHIEF NURSING OFFICER
- Total calculated
- $372,057
- From this org
- $325,873
- From related orgs
- $0
- Other
- $46,184
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $268,026
- Bonus
- $0
- Other
- $57,847
- Deferred
- $9,529
- Nontaxable benefits
- $36,655
- Filer's total
- $372,057
-
ROBIN BURNS-LAMBERT MD
ANESTHESIOLOGIST
- Total calculated
- $827,645
- From this org
- $770,782
- From related orgs
- $0
- Other
- $56,863
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $765,311
- Bonus
- $0
- Other
- $5,471
- Deferred
- $13,109
- Nontaxable benefits
- $43,754
- Filer's total
- $827,645
-
RAYMOND GARY SOHL MD
ANESTHESIOLOGIST
- Total calculated
- $704,135
- From this org
- $667,425
- From related orgs
- $0
- Other
- $36,710
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $659,305
- Bonus
- $0
- Other
- $8,120
- Deferred
- $8,741
- Nontaxable benefits
- $27,969
- Filer's total
- $704,135
-
SEETHA MUTHAVARAPU MD
HOSPITALIST
- Total calculated
- $690,754
- From this org
- $634,789
- From related orgs
- $0
- Other
- $55,965
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $623,438
- Bonus
- $8,478
- Other
- $2,873
- Deferred
- $13,725
- Nontaxable benefits
- $42,240
- Filer's total
- $690,754
-
TONY MAKDISI MD
HOSPITALIST
- Total calculated
- $653,181
- From this org
- $612,311
- From related orgs
- $0
- Other
- $40,870
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $600,055
- Bonus
- $9,300
- Other
- $2,956
- Deferred
- $13,356
- Nontaxable benefits
- $27,514
- Filer's total
- $653,181
-
ROBERT W MALINOWSKI MD
ANESTHESIOLOGIST
- Total calculated
- $571,051
- From this org
- $532,776
- From related orgs
- $0
- Other
- $38,275
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $525,134
- Bonus
- $0
- Other
- $7,642
- Deferred
- $12,942
- Nontaxable benefits
- $25,333
- Filer's total
- $571,051
-
DAVID PHELPS
TRUSTEE/PRESIDENT TERM ENDED 1/1/22
- Total calculated
- $900,746
- From this org
- $0
- From related orgs
- $891,167
- Other
- $9,579
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $889,147 related
- Bonus
- $0
- Other
- $0 + $2,020 related
- Deferred
- $0 + $5,208 related
- Nontaxable benefits
- $0 + $4,371 related
- Filer's total
- $0 + $900,746 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 60TH PERCENTILE OF APPROPRIATE.
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.
-
501(C)(3) · PARENT CORP · MA
-
501(C)(3) · ACUTE CARE · MA
-
BERKSHIRE FACULTY SERVICES INC
501(C)(3) · PHYSICIAN SVC · MA
-
501(C)(3) · MANAGEMENT · MA
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 MANAGEMENT · MA · 100% owned · controlled entity
Directly controlled by FAIRVIEW HOSPITAL
-
BERKSHIRE ORTHOPAEDIC ASSOCIATES PC
C · HEALTH SERVICES · MA
-
BERKSHIRE FAMILY PRACTICE ASSOCIATES PC
C · HEALTH SERVICES · MA
-
C · RETAIL PHARMACY · MA · 100% owned · controlled entity
Directly controlled by BERKSHIRE MEDICAL CENTERINC
-
BERKSHIRE EAR NOSE THROAT AND AUDIOLOGY PC
C · HEALTH SERVICES · MA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202422279349301127
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