2024-08-14T13:56:24-05:00 2023-09-30 990 2022-10-01 222755258 BHS MANAGEMENT SERVICES INC BHSM 4134472508 725 NORTH STREET PITTSFIELD MA 012014109 SCOTT ST GEORGE TREASURER & CFO 4134473366 2024-08-14 0 2022 2024-08-08 14:25:15Z DARLENE RODOWICZ 725 NORTH STREET PITTSFIELD MA 012014109 61859341 0 X WWW.BERKSHIREHEALTHSYSTEMS.ORG X 1986 MA TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING, INCLUSIVE & PERSONALIZED ENVIRONMENT 23 19 349 0 0 0 0 0 65884538 61859341 0 0 0 0 65884538 61859341 0 0 0 0 33070252 31363889 0 0 0 32814286 30495452 65884538 61859341 0 0 16807106 13614937 16807106 13614937 0 0 TO ADVANCE HEALTH & WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING, INCLUSIVE,& PERSONALIZED ENVIRONMENT. 0 0 61859341 61859341 BHS MANAGEMENT SERVICES PROVIDES MANAGEMENT SERVICES AT COST TO NOT FOR PROFIT CORPORATIONS INCLUDING CONTROLLED AFFILIATES OF BERKSHIRE HEALTH SYSTEMS, INC. THIS COORDINATED EFFORT PROVIDES FINANCIAL ACCOUNTING AND ADMINISTRATIVE SERVICES WHICH ALLOWS THE SYSTEM TO OPERATE MORE EFFICIENTLY, REACT MORE QUICKLY AND PERFORM IN AN INTEGRATED MANNER. 61859341 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 73 0 1 349 1 0 0 0 0 0 0 0 0 0 0 X 23 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SCOTT ST GEORGE 4134473366 725 NORTH STREET PITTSFIED MA 01201 DARLENE M RODOWICZ PRESIDENT-CEO TERM BEGAN 1-1-22 0.50 49.50 X X 846435 0 32571 RICHARD ALCOMBRIGHT TRUSTEE 1.00 2.00 X 0 0 0 ALFRED A BARBALUNGA TRUSTEE 1.00 2.00 X 0 0 0 ALEC R BELMAN MD TRUSTEE 1.00 2.00 X 0 387027 63436 JOHN L BISSELL TRUSTEE/VICE CHAIR-BOARD 1.00 2.00 X X 0 0 0 BRONLY S BOYD TRUSTEE 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 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 SE HAYNES TRUSTEE 1.00 2.00 X 0 0 0 EDMUND HORNSTEIN MD TRUSTEE 1.00 2.00 X 0 158998 0 JOHN A LOIODICE MD TRUSTEE 1.00 2.00 X 0 240151 31194 SUSAN KORMANIK- TERM BEGAN 123 TRUSTEE 1.00 2.00 X 0 0 0 KATHLEEN M MCCORMICK TERM 123 TRUSTEE 1.00 2.00 X 0 0 0 DAVID MORESI TRUSTEE 1.00 2.00 X 0 0 0 LAURIE NORTIN MOFFATT TRM 123 TRUSTEE 1.00 2.00 X 0 0 0 BARTON D RASER TRUSTEE CHAIR-BOARD 1.00 2.00 X X 0 0 0 FREDERICK PUDDESTER TERM 123 TRUSTEE 1.00 2.00 X 0 0 0 CAROLE G SIEGEL TRUSTEE 1.00 2.00 X 0 0 0 ERWIN A STUEBNER JR MD TRUSTEE 1.00 2.00 X 0 0 0 ANNAKATINA CORDON SUFFISH TRUSTEE 1.00 2.00 X 0 0 0 JULIANNE BOYD TRUSTEE-TERM ENDED 9/22 1.00 2.00 X 0 0 0 JAMES KOLESAR TRUSTEE TERM END 12/22 1.00 2.00 X 0 0 0 THOMAS O ANDREWS TRUSTEE TERM END 12/22 1.00 2.00 X 0 0 0 SCOTT ST GEORGE TREASURER-CFO 10.00 40.00 X 532842 0 25053 CHERYL BOUDREAU CLERK 9.50 30.50 X 126916 0 19011 WILLIAM YOUNG CHIEF INFORMATION OFFICER 1.00 49.00 X 400247 0 55549 PATRICK BOREK VP HUMAN RESOURCES 1.00 49.00 X 347738 0 55911 JARED BARNES VP & GENERAL COUNSEL 10.00 40.00 X 126651 0 3580 JAMES LEDERER JR CHIEF MEDICAL OFFICER 1.00 49.00 X 548937 0 50823 ANTHONY RINALDI VP OF FAIRVIEW 1.00 50.00 X 364541 0 54882 CHRISTOPHER CAMILLO VP PHYSICIAN SERVICES 1.00 49.00 X 302951 0 45559 DEBORAH DELANEY VP FINANCE 10.00 40.00 X 298102 0 42975 LAURIE LAMARRE VP OF REV CYCLE 1.00 50.00 X 270754 0 36578 JOHN F ROGERS FORMER VP OF GENERAL COUNSEL 10.00 40.00 X 389839 0 35806 DAVID E PHELPS PRESIDENT-CEO-TERM ENDED 1-1-22 50.00 0.00 X 891167 0 9579 5447120 786176 562507 13 1 1 0 INDEPENDENT CONNECTIONS 521 HALL HILL ROAD ACRAM NY 12502 SOFTWARE/HARDWARE MAINTENANCE 5652847 MEDICAL INFORMATION TECHNOLOGY 7 BLUE HILL RIVER ROAD CANTON MA 02021 SOFTWARE MAINTENANCE 1365330 PROPER CONNECTIONS 521 HALL HILL ROAD ACRAM NY 12502 SOFTWARE MAINTENANCE 1230176 IT SAVVY 313 SOUTH ROHLWING ROAD ADDISON IL 60101 SOFTWARE MAINTENANCE 1065016 CAIN HIBBARD & MYERS 66 WEST ST PITTSFIELD MA 01201 MANAGEMENT CONSULTING 865301 55 CENTRALIZED SVC FEES & 561110 61859341 61859341 61859341 61859341 61859341 0 0 3080509 3080509 21127194 21127194 1129841 1129841 4381706 4381706 1644639 1644639 2370274 2370274 850175 850175 2547166 2547166 1912868 1912868 1988039 1988039 19081259 19081259 933533 933533 88322 88322 21485 21485 EMPLOYEE RECRUITMENT 482962 482962 LICENSES & DUES 179276 179276 EDUCATION SERVICES 40093 40093 61859341 61859341 0 0 7148399 0 2797 29601 2601443 2764721 7054467 10820615 16807106 13614937 5705260 6460894 37000 37000 11064846 7117043 16807106 13614937 X 0 0 0 0 0 0 0 0 16807106 13614937 0 0 X 0 1 X 1 1 1 X X 2 BERKSHIRE MEDICAL CENTER INC 042791396 3 1 0 0 FAIRVIEW HOSPITAL 042133860 3 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART II-B, LINE 1: CASH CONTRIBUTION MADE TO COALITION TO PROTECT AMERICA'S HEALTH CARE, A 501(C)(4) ORGANIZATION. SUCH CONTRIBUTION WAS REPRESENTED TO BE 100% NONDEDUCTIBLE LOBBYING EXPENSES. 0 DEFERRED COMPENSATION 6998289 LEASED ASSET VALUE 1881166 DUE FROM AFFILIATED ENTITIES 1941160 10820615 DEFERRED COMPENSATION 6998289 OTHER 118754 7117043 X PART X, LINE 2: THE FINANCIAL ACTIVITIES OF BERKSHIRE MEDICAL CENTER, INC. ARE INCLUDED WITHIN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BERKSHIRE HEALTH SYSTEMS, INC AND AFFILIATES FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. THOSE FINANCIALS INCLUDE THE FOLLOWING FIN-48 FOOTNOOTE: THE HEALTH SYSTEM FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THE HEALTH SYSTEM HAS DETERMINED THAT THERE ARE NO SUCH POSITIONS, INDIVIDUALLY OR IN THE AGGREGATE, THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS." X X X X X 0 0 0 0 0 0 0 0 0 DAVID E PHELPS PRESIDENT-CEO-TERM ENDED 1-1-22 889147 0 0 0 2020 0 5208 0 4371 0 900746 0 0 0 DARLENE M RODOWICZ PRESIDENT-CEO TERM BEGAN 1-1-22 717932 0 49701 0 78802 0 12574 0 19997 0 879006 0 0 0 JAMES LEDERER JR CHIEF MEDICAL OFFICER 455821 0 31836 0 61280 0 11689 0 39134 0 599760 0 0 0 SCOTT ST GEORGE TREASURER-CFO 462275 0 31836 0 38731 0 8331 0 16722 0 557895 0 0 0 WILLIAM YOUNG CHIEF INFORMATION OFFICER 326573 0 23321 0 50353 0 13063 0 42486 0 455796 0 0 0 ALEC R BELMAN MD TRUSTEE 0 366173 0 18279 0 2575 0 13725 0 49711 0 450463 0 0 JOHN F ROGERS FORMER VP OF GENERAL COUNSEL 335990 0 0 0 53849 0 13045 0 22761 0 425645 0 0 0 ANTHONY RINALDI VP OF FAIRVIEW 269639 0 19626 0 75276 0 11964 0 42918 0 419423 0 0 0 PATRICK BOREK VP HUMAN RESOURCES 273388 0 19511 0 54839 0 13203 0 42708 0 403649 0 0 0 CHRISTOPHER CAMILLO VP PHYSICIAN SERVICES 261316 0 17860 0 23775 0 12676 0 32883 0 348510 0 0 0 DEBORAH DELANEY VP FINANCE 228499 0 0 0 69603 0 10727 0 32248 0 341077 0 0 0 LAURIE LAMARRE VP OF REV CYCLE 243125 0 0 0 27629 0 10599 0 25979 0 307332 0 0 0 JOHN A LOIODICE MD TRUSTEE 0 234397 0 0 0 5754 0 5993 0 25201 0 271345 0 0 EDMUND HORNSTEIN MD TRUSTEE 0 158998 0 0 0 0 0 0 0 0 0 158998 0 0 JARED BARNES VP & GENERAL COUNSEL 76566 0 40000 0 10085 0 0 0 3580 0 130231 0 0 0 FORM 990, PART VIII AND SCHEDULE J, PART II 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 COMPANSATED FOR THEIR ROLES AS PHYSICIANS. COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES IS REVIEWED AND ESTABLISHED AT LEAST BIANNAUALLY 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 BENCHMARKS 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. FORM 990, PART VI, SECTION A, LINE 6 BERKSHIRE HEALTH SYSTEMS, INC. IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS COMPOSED OF THE INCUMBENT MEMBERS 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 OTHER 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 BENCHMARKS 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 PRACTICE FOR THE TAX YEAR BEING REPORTED. FORM 990, PART VI, SECTION C, LINE 18 BHS MANAGEMENT SERVICES, INC.'S FORM 990 REPORT IS AVAILABLE ON THE FOLLOWING WEBSITES: GUIDESTAR AT WWW.GUIDESTAR.ORG AND 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 BERKSHIRE HEALTH SYSTEMS INC 725 NORTH STREET PITTSFIELD MA 01201 042442944 PARENT CORP MA 501 (C) (3) 12B - II N/A 0 FAIRVIEW HOSPITAL 725 NORTH STREET PITTSFIELD MA 01201 042133860 ACUTE CARE MA 501 (C) (3) 3 0 BERKSHIRE MEDICAL CENTER INC 725 NORTH STREET PITTSFIELD MA 01201 042791396 ACUTE CARE MA 501 (C) (3) 3 0 BERKSHIRE FACULTY SERVICES INC 725 NORTH STREET PITTSFIELD MA 01201 042995053 PHYSICIAN SERVICES MA 501 (C) (3) 12B - II 0 TRI-STATE MEDICAL MANAGEMENT CORP 725 NORTH STREET PITTSFIELD MA 01201 042913352 REAL ESTATE MANAGEMENT MA FAIRVIEW HOSPITAL C 1.00000 0 BERKSHIRE ORTHOPAEDIC ASSOCIATES INC 24 PARK STREET PITTSFIELD MA 01201 043017240 HEALTH SERVICES MA N/A C 0 BERKSHIRE FAMILY PRACTICE ASSOCIATES PC 20 ELM ST PITTSFIELD MA 01201 842155335 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 AND AUDIOLOGICAL ASSOCIATES 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 1 1 1 1 1 1 1 0