2025-08-14T15:32:55-05:00 2024-09-30 990 2023-10-01 042995053 BERKSHIRE FACULTY SERVICES INC BERK 4134472508 725 NORTH STREET PITTSFIELD MA 012014109 SCOTT ST GEORGE CFO 4134472706 2025-08-14 0 2023 2025-03-06 01:10:19Z DARLENE RODOWICZ 725 NORTH STREET PITTSFIELD MA 012014109 58378544 0 X WWW.BERKSHIREHEALTHSYSTEMS.ORG X 1988 MA TO ADVANCE HEALTH & WELLNESS OF OUR COMMUNITY IN A WELCOMING, INCLUSIVE & PERSONALIZED ENVIRONMENT. 2 0 425 0 0 0 0 0 53149207 58378544 0 0 0 0 53149207 58378544 0 0 0 0 61179094 66688090 0 0 0 20229111 22967609 81408205 89655699 -28258998 -31277155 13856740 18364255 13856740 18364255 0 0 X THE MISSION OF BERKSHIRE FACULTY SERVICES IS TO ADVANCE HEALTH AND WELLNESS FOR EVERYONE IN OUR COMMUNITY IN A WELCOMING, INCLUSIVE AND PERSONALIZED ENVIRONMENT. 0 0 80566597 58378544 PROVIDING MEDICAL EDUCATION AND MEDICAL SERVICES THROUGH DULYQUALIFIED AND LICENSED PHYSICIANS, NURSES, AND SUPPORT PERSONNELFOR THE BENEFIT OF BERKSHIRE MEDICAL CENTER, INC. AND AFFILIATEDORGANIZATIONS. BERKSHIRE FACULTY SERVICES EMPLOYS FACULTYMEMBERS OF THE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL ANDBERKSHIRE MEDICAL CENTER TO PROVIDE MEDICAL CARE TO PATIENTS ATBERKSHIRE MEDICAL CENTER; SUCH PATIENT CARE IS AN INTEGRAL PART OFTHE CLINICAL INSTRUCTION PROVIDED FOR MEDICAL STUDENTS ANDRESIDENTS. BMC PROVIDES SUCH CLINICAL INSTRUCTION AS A NECESSARYPART OF THE EDUCATIONAL PROCESS FOR UNIVERSITY OF MASSACHUSETTSMEDICAL SCHOOL MEDICAL STUDENTS AND ACCEPTED PARTICIPANTS INBERKSHIRE MEDICAL CENTER'S RESIDENCY PROGRAM. IN CONNECTION WITHTHE PATIENT CARE IT PROVIDES, BERKSHIRE FACULTY SERVICES BILLS THEPATIENTS OR THIRD-PARTY PAYORS, PAYS ITS EMPLOYEES SALARIES ANDOTHER OPERATING EXPENSES, AND TO THE EXTENT POSSIBLE, PROVIDESCONTRIBUTIONS TO BERKSHIRE MEDICAL CENTER IN SUPPORT OF ITSEDUCATIONAL AND RESEARCH MISSIONS. 80566597 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 14 0 1 425 1 0 0 0 0 0 0 0 0 0 0 X 2 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SCOTT ST GEORGE 4134472706 725 NORTH STREET PITTSFIELD MA 01201 DARLENE RODOWICZ PRESIDENT 8.75 41.25 X X 0 1055499 37153 SCOTT ST GEORGE TREASURER 7.00 43.00 X X 0 602502 25392 JAMES LEDERER JR TRUSTEE/CHIEF MED & QUAL OFFICER 1.00 49.00 X 0 595737 52362 CHERYL BOUDREAU CLERK 8.00 32.00 X 0 129314 19721 SEAN MULLALLY PHYSICIAN 50.00 X 1199351 0 45603 ANDREW DEMAGGIO PHYSICIAN 50.00 X 925242 0 14259 JEFFERY ST JOHN PHYSICIAN 50.00 X 909129 0 59209 NISAR AHMAD PHYSICIAN 50.00 X 890898 0 55950 TREVOR BAYLISS PHYSICIAN 50.00 X 757321 0 56159 4681941 2383052 365808 161 0 1 0 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 753972633 MEDICAL STAFFING 2154095 COMPHEALTH MEDICAL STAFFING PO BOX 972670 DALLAS TX 753972670 MEDICAL STAFFING 735412 HENRY SCHEININC PO BOX 371952 PITTSBURGH MA 152507952 MEDICAL SUPPLIES 451210 INTEGRITUS HEALTHCARE PO BOX 2489 PITTSFIELD MA 01202 ADMIN SERVICES 376781 MASSACHUSETTES GENERAL PHYSICIANS ORGANI PO BOX 3662 BOSTON MA 022413662 CONTRACTED SERVICES 220212 5 NET PATIENT SVC REV. 621110 51021864 51021864 MEDICAL SVCS REV. 621110 6905569 6905569 TEACHING & ADMIN REV. 611600 451111 451111 58378544 58378544 58378544 0 0 57517937 57517937 1964686 1964686 3734828 3734828 3470639 3470639 9089102 9089102 165487 165487 1129667 1129667 130995 130995 437443 437443 29607 29607 1878813 1878813 EXTERNAL LABOR 7128737 7128737 CME & OTHER MD EXPENSE 917823 917823 CONTRACTED SERVICES 662041 662041 INTERCOMPANY SALARY & F 505121 505121 892773 892773 89655699 80566597 9089102 0 65287 69395 2828192 3749962 289526 229791 140312 353286 10533423 13961821 13856740 18364255 6709427 8853625 162776 162776 6984537 9347854 13856740 18364255 X 0 0 13856740 18364255 X -31277155 31277155 X 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 932484732 3 1 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, SECTION C, LINE 1 BERKSHIRE FACULTY SERVICES, INC. HAS TWO DIRECTORS. DARLENE RODOWICZ IS A DIRECTOR FOR BERKSHIRE FACULTY SERVICES, INC. AS WELL AS BERKSHIRE MEDICAL CENTER, INC., FAIRVIEW HOSPITAL, AND NORTH ADAMS REGIONAL HOSPITAL CORPORATION. 0 DEFERRED COMPENSATION 9181020 LEASE ASSETS 295757 DUE FROM AFFILIATES 4485044 13961821 DEFERRED COMPENSATION 9181020 LEASE LIABILITY 166834 9347854 X PART X, LINE 2: THE FINANCIAL ACTIVITIES OF BERKSHIRE FACULTY SERVICES, INC. ARE INCLUDED WITHIN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF BERKSHIRE HEALTH SYSTEMS, INC. AND AFFILIATES FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. THOSE FINANCIALS INCLUDE THE FOLLOWING FIN-48 FOOTNOTE: "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." 0 0 0 0 0 0 0 0 0 SEAN MULLALLY PHYSICIAN 491407 0 704257 0 3687 0 14850 0 30753 0 1244954 0 0 0 DARLENE RODOWICZ PRESIDENT 0 829481 0 142617 0 83401 0 13723 0 23430 0 1092652 0 0 JEFFERY ST JOHN PHYSICIAN 526095 0 380244 0 2790 0 14850 0 44359 0 968338 0 0 0 NISAR AHMAD PHYSICIAN 485716 0 402280 0 2902 0 14850 0 41100 0 946848 0 0 0 ANDREW DEMAGGIO PHYSICIAN 516687 0 403179 0 5376 0 9848 0 4411 0 939501 0 0 0 TREVOR BAYLISS PHYSICIAN 532427 0 222196 0 2698 0 14850 0 41309 0 813480 0 0 0 JAMES LEDERER JR TRUSTEE/CHIEF MED & QUAL OFFICER 0 484083 0 42500 0 69154 0 12430 0 39932 0 648099 0 0 SCOTT ST GEORGE TREASURER 0 498127 0 42925 0 61450 0 9013 0 16379 0 627894 0 0 SCHEDULE J, 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, COMPENSATION FOR THE CEO WAS AT THE 40TH PERCENTILE FOR BASE PAY. FORM 990, PART VI, SECTION A, LINE 3 BERKSHIRE FACULTY SERVICES 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 BHS MANAGEMENT SERVICES, INC. IS THE SOLE CORPORATE MEMBER OF BERKSHIRE FACULTY SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS ELECTED BY THE MEMBERS OF THE BOARD OF TRUSTEES OF BERKSHIRE HEALTH SYSTEMS, INC. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE BFS BOARD ARE SUBJECT TO REVIEW BY THE BOARD OF BHS, 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 ENFORCES AND MONITORS ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL MEMBERS OF THE GOVERNING BODY AS WELL AS 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 BOARD IS NOT PERMITTED TO HAVE MATERIAL CONFLICTS OF INTEREST AND MEMBERS OF THE GOVERNING BODY ARE TO ABSTAIN FROM ACTION THAT MAY BE INFLUENCED BY THEIR CONFLICT OR POTENTIAL CONFLICT BY (A) NOT VOTING, OR (B) NOT VOTING AND LEAVING THE ROOM, OR (C) LEAVING THE GOVERNING BODY, AS DETERMINED BY 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 TAX YEAR BEING REPORTED. FORM 990, PART VI, SECTION C, LINE 18 BERKSHIRE FACULTY SERVICES, INC'S FORM 990 REPORT IS AVAILABLE ON THE FOLLOWING WEBSITES: GUIDESTAR AT WWW.GUIDESTAR.ORG OFFICE OF THE MA ATTORENY 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 XI, LINE 9: EQUITY TRANSFER 31,277,155. FORM 990, PART XII, LINE 2C THE PROCESS USED BY THE AUDIT COMMITTEE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS HAS NOT CHANGED COMPARED TO THE PRIOR YEAR. FORM 990, PART VI, LINE 2 BERKSHIRE FACULTY SERVICES (BFS) IS PART OF AN INTEGRATED DELIVERY SYSTEM INCLUDING NOT FOR PROFIT COMMUNITY HOSPITALS, WHICH HAVE COMMUNITY BOARDS. BFS IS A PHYSICIAN SERVICES SUPPORTING ORGANIZATION, WHICH SUPPORTS BERKSHIRE HEALTH SYSTEMS AND ITS AFFILIATES. THE BFS BOARD IS COMPRISED OF EMPLOYEES OF BERKSHIRE HEALTH SYSTEMS MANAGEMENT SERVICES, INC. (BHSMS) WHO ARE ALSO THE OFFICERS OF BERKSHIRE FACULTY SERVICES, INC. AND WHO HOLD THE SAME OFFICE ON THE BOARD OF BERKSHIRE MEDICAL CENTER INC. THIS BOARD STRUCTURE HAS NOT CHANGED SIGNIFICANTLY SINCE THE ORGANIZATION APPLIED FOR EXEMPT STATUS. BERKSHIRE HEALTH SYSTEMS INC 725 NORTH STREET PITTSFIELD MA 01201 042442944 PARENT CORPORATION MA 501 (C) (3) 12B-II N/A 0 BERKSHIRE MEDICAL CENTER INC 725 NORTH STREET PITTSFIELD MA 01201 042791396 ACUTE CARE HOSPITAL MA 501 (C) (3) 3 N/A 0 FAIRVIEW HOSPITAL 725 NORTH STREET PITTSFIELD MA 01201 042133860 ACUTE CARE HOSPITAL MA 501 (C) (3) 3 N/A 0 BHS MANAGEMENT SERVICES INC 725 NORTH STREET PITTSFIELD MA 01201 222755258 MANAGEMENT SERVICES MA 501 (C) (3) 12B-II N/A 0 NORTH ADAMS REGIONAL HOSPITAL 725 NORTH STREET PITTSFIELD MA 01201 932484732 ACUTE CARE HOSPITAL MA 501 (C) (3) 3 N/A 0 TRI-STATE MEDICAL MANAGEMENT CORP 725 NORTH STREET PITTSFIELD MA 01201 040913352 REAL ESTATE MANAGEMENT MA FAIRVIEW HOSPITAL C 1.00000 0 BERKSHIRE FAMILY PRACTICE ASSOCIATES PC 20 ELM STREET PITTSFIELD MA 01201 842155335 HEALTH SERVICES MA N/A C 0 BERKSHIRE ORTHOPAEDIC 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 AND AUDIOLOGY ASSOCIATES PC 510 NORTH STREET 10 PITTSFIELD MA 01201 222683819 HEALTH SERVICES MA N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0