Totals
- Total revenue
- $12,710
- Total expenses
- $54
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $127
- Other revenue
- $12,583
- Total assets, end of year
- $13,296,424
- Total liabilities, end of year
- $7,100,739
- Net assets or fund balances, end of year
- $6,195,685
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $54
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $52
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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 $127 · excluded $127
-
11a · Other revenue: INTEREST ON BHCS NOTE
total $12,583 · excluded $12,583
-
11e · Other revenue, total
$12,583
Functional expenses
Part IX, the statement of functional expenses.
-
24a · Other expenses: LICENSES AND TAXES
total $54 · management and general $54
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,493 · end of year $6,620
-
7 · Other notes and loans receivable
beginning of year $325,965 · end of year $372,316
-
12 · Investments: other securities
beginning of year $100 · end of year $100
-
15 · Other assets
beginning of year $12,908,870 · end of year $12,917,388
-
17 · Accounts payable and accrued expenses
beginning of year $4,824 · end of year $47,164
-
25 · Other liabilities
beginning of year $7,053,575 · end of year $7,053,575
-
27 · Net assets without donor restrictions
beginning of year $6,183,029 · end of year $6,195,685
Mission and programs · 2022
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 $52
As filed on the 2022 return.
Listed in Part VII
-
Darlene RodowiczDARLENE RODOWICZ
PRESIDENT/TRUSTEE
- Total calculated
- $879,006
- From this org
- $0
- From related orgs
- $846,435
- Other
- $32,571
- Hours/week
- 0.5 + 49.5 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
-
John A LoiodiceJOHN A LOIODICE
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 KormanikSUSAN KORMANIK
TRUSTEE TERM BAGAN 1/23
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Edmund Hornstein DoEDMUND HORNSTEIN DO
TRUSTEE
- Total calculated
- $158,998
- From this org
- $0
- From related orgs
- $158,998
- Other
- $0
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $158,998 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $158,998 related
-
Richard AlcombrightRICHARD ALCOMBRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Alfred BarbalungaALFRED BARBALUNGA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
John L BissellJOHN L BISSELL
TRUSTEE/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Bronly BoydBRONLY BOYD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Albert Bravo DpmALBERT BRAVO DPM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Timothy BurkeTIMOTHY BURKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Robert Cella Jr MDROBERT CELLA JR MD
TRUSTEE/PHYSICIAN
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Edith DobelleEDITH DOBELLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
David HallDAVID HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Leticia HaynesLETICIA HAYNES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Barton RaserBARTON RASER
TRUSTEE/CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Carole G SiegelCAROLE G SIEGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Erwin Stuebner Jr MDERWIN STUEBNER JR MD
TRUSTEE/PHYSICIAN
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Kathleen M McCormickKATHLEEN M MCCORMICK
TRUSTEE TERM BEGAN 1/23
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Laurie Norton MoffattLAURIE NORTON MOFFATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
David MoresiDAVID MORESI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Anakatina Coron SuffishANAKATINA CORON SUFFISH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Alec R Belman MDALEC 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
-
Frederick PuddesterFREDERICK PUDDESTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Thomas O AndrewsTHOMAS O ANDREWS
TRUSTEE TERM ENDED 12/22
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Julianna BoydJULIANNA BOYD
TRUSTEE TERM ENDED 09/22
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
James KolesarJAMES KOLESAR
TRUSTEE TERM ENDED 12/22
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Cheryl M BoudreauCHERYL M BOUDREAU
CLERK
- Total calculated
- $145,927
- From this org
- $0
- From related orgs
- $126,916
- Other
- $19,011
- Hours/week
- 9.5 + 30.5 related
-
Scott St GeorgeSCOTT 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
-
David E PhelpsDAVID E PHELPS
PRESIDENT/TRUSTEE 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 BENCHMARKS.
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) · ACUTE CARE · MA
-
501 (C)(3) · ACUTE CARE · MA
-
501 (C)(3) · MANAGEMENT · MA
-
BERKSHIRE FACULTY SERVICES INC
501 (C)(3) · PHYS. SVCS · 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 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
- 2022
- Filed
- 14 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202442279349301244
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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